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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453,268 shares; 2024Q4: 7,458,464 shares; 2025Q1: 7,716,979 shares; 2025Q2: 7,944,594 shares; 2025Q3: 8,503,196 shares; 2025Q4: 8,590,832 shares 8,590,832 $3.55B 7.23% +87,636 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,969,433 shares; 2024Q4: 14,337,204 shares; 2025Q1: 14,804,596 shares; 2025Q2: 15,182,180 shares; 2025Q3: 15,118,241 shares; 2025Q4: 15,430,686 shares 15,430,686 $2.18B 4.44% +312,445 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152,399 shares; 2024Q4: 3,139,131 shares; 2025Q1: 3,152,657 shares; 2025Q2: 3,261,402 shares; 2025Q3: 3,358,967 shares; 2025Q4: 3,462,284 shares 3,462,284 $2.17B 4.43% +103,317 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895,147 shares; 2024Q4: 5,521,811 shares; 2025Q1: 5,534,098 shares; 2025Q2: 5,639,595 shares; 2025Q3: 5,744,882 shares; 2025Q4: 5,782,913 shares 5,782,913 $1.08B 2.2% +38,031 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,817,544 shares; 2024Q4: 3,998,206 shares; 2025Q1: 4,174,765 shares; 2025Q2: 4,360,477 shares; 2025Q3: 4,266,021 shares; 2025Q4: 4,379,433 shares 4,379,433 $928M 1.89% +113,412 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559,541 shares; 2024Q4: 1,663,502 shares; 2025Q1: 1,681,055 shares; 2025Q2: 1,785,505 shares; 2025Q3: 1,856,465 shares; 2025Q4: 1,906,714 shares 1,906,714 $922M 1.88% +50,249 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,701,838 shares; 2024Q4: 7,189,132 shares; 2025Q1: 7,384,649 shares; 2025Q2: 7,746,618 shares; 2025Q3: 8,360,636 shares; 2025Q4: 8,947,720 shares 8,947,720 $898M 1.83% +587,084 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228,026 shares; 2024Q4: 2,300,198 shares; 2025Q1: 2,333,434 shares; 2025Q2: 2,409,099 shares; 2025Q3: 2,652,203 shares; 2025Q4: 2,587,376 shares 2,587,376 $810M 1.65% -64,827 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653,982 shares; 2024Q4: 3,930,680 shares; 2025Q1: 4,103,054 shares; 2025Q2: 4,264,948 shares; 2025Q3: 4,414,845 shares; 2025Q4: 4,524,777 shares 4,524,777 $803M 1.64% +109,932 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561,493 shares; 2024Q4: 2,584,301 shares; 2025Q1: 2,631,980 shares; 2025Q2: 2,830,002 shares; 2025Q3: 2,766,377 shares; 2025Q4: 2,908,985 shares 2,908,985 $791M 1.61% +142,608 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566,181 shares; 2024Q4: 7,356,180 shares; 2025Q1: 7,388,945 shares; 2025Q2: 7,582,462 shares; 2025Q3: 8,040,639 shares; 2025Q4: 8,364,991 shares 8,364,991 $748M 1.53% +324,352 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,310 shares; 2024Q4: 1,194,027 shares; 2025Q1: 103,716 shares; 2025Q2: 907,365 shares; 2025Q3: 161,674 shares; 2025Q4: 988,047 shares 988,047 $677M 1.38% +826,373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185,745 shares; 2024Q4: 2,288,077 shares; 2025Q1: 2,382,483 shares; 2025Q2: 2,458,167 shares; 2025Q3: 2,156,990 shares; 2025Q4: 2,218,378 shares 2,218,378 $619M 1.26% +61,388 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,711,687 shares; 2024Q4: 8,968,585 shares; 2025Q1: 9,053,774 shares; 2025Q2: 8,771,815 shares; 2025Q3: 8,856,886 shares; 2025Q4: 8,930,119 shares 8,930,119 $600M 1.22% +73,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,759 shares; 2024Q4: 788,186 shares; 2025Q1: 814,412 shares; 2025Q2: 844,946 shares; 2025Q3: 865,030 shares; 2025Q4: 906,609 shares 906,609 $598M 1.22% +41,579 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,419,461 shares; 2024Q4: 21,409,555 shares; 2025Q1: 22,062,337 shares; 2025Q2: 22,476,986 shares; 2025Q3: 24,250,754 shares; 2025Q4: 24,990,246 shares 24,990,246 $575M 1.17% +739,492 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112,883 shares; 2024Q4: 7,299,673 shares; 2025Q1: 7,341,270 shares; 2025Q2: 6,021,830 shares; 2025Q3: 7,312,731 shares; 2025Q4: 7,005,455 shares 7,005,455 $565M 1.15% -307,276 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446,240 shares; 2024Q4: 4,963,622 shares; 2025Q1: 4,756,469 shares; 2025Q2: 5,066,020 shares; 2025Q3: 5,480,185 shares; 2025Q4: 5,683,486 shares 5,683,486 $552M 1.13% +203,301 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,748 shares; 2024Q4: 1,687,093 shares; 2025Q1: 1,664,021 shares; 2025Q2: 1,703,487 shares; 2025Q3: 1,606,611 shares; 2025Q4: 1,591,707 shares 1,591,707 $551M 1.12% -14,904 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,728,368 shares; 2024Q4: 8,288,172 shares; 2025Q1: 9,972,904 shares; 2025Q2: 10,397,272 shares; 2025Q3: 11,053,437 shares; 2025Q4: 11,725,197 shares 11,725,197 $503M 1.03% +671,760 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985,261 shares; 2024Q4: 7,790,463 shares; 2025Q1: 7,154,511 shares; 2025Q2: 7,219,117 shares; 2025Q3: 9,471,024 shares; 2025Q4: 9,664,321 shares 9,664,321 $500M 1.02% +193,297 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407,770 shares; 2024Q4: 1,459,084 shares; 2025Q1: 1,514,549 shares; 2025Q2: 1,540,575 shares; 2025Q3: 1,550,620 shares; 2025Q4: 1,564,878 shares 1,564,878 $473M 0.96% +14,258 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,324 shares; 2024Q4: 1,682,016 shares; 2025Q1: 1,779,058 shares; 2025Q2: 1,559,745 shares; 2025Q3: 1,675,628 shares; 2025Q4: 1,819,026 shares 1,819,026 $420M 0.86% +143,398 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,642,051 shares; 2024Q4: 8,115,991 shares; 2025Q1: 8,292,988 shares; 2025Q2: 8,614,281 shares; 2025Q3: 8,839,027 shares; 2025Q4: 8,792,867 shares 8,792,867 $414M 0.84% -46,160 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496,330 shares; 2024Q4: 4,890,190 shares; 2025Q1: 5,720,725 shares; 2025Q2: 6,509,246 shares; 2025Q3: 6,967,495 shares; 2025Q4: 7,394,169 shares 7,394,169 $398M 0.81% +426,674 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692,983 shares; 2024Q4: 1,750,905 shares; 2025Q1: 1,812,820 shares; 2025Q2: 1,855,684 shares; 2025Q3: 1,465,131 shares; 2025Q4: 1,502,409 shares 1,502,409 $376M 0.77% +37,278 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949,576 shares; 2024Q4: 2,147,385 shares; 2025Q1: 2,296,181 shares; 2025Q2: 2,546,361 shares; 2025Q3: 2,862,009 shares; 2025Q4: 3,052,028 shares 3,052,028 $364M 0.74% +190,019 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319,623 shares; 2024Q4: 1,329,269 shares; 2025Q1: 3,051,160 shares; 2025Q2: 2,932,150 shares; 2025Q3: 4,349,059 shares; 2025Q4: 4,301,490 shares 4,301,490 $359M 0.73% -47,569 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,260 shares; 2024Q4: 229,041 shares; 2025Q1: 1,951,657 shares; 2025Q2: 3,300,529 shares; 2025Q3: 4,875,616 shares; 2025Q4: 4,852,728 shares 4,852,728 $355M 0.72% -22,888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438,628 shares; 2024Q4: 2,309,841 shares; 2025Q1: 2,100,356 shares; 2025Q2: 4,160,401 shares; 2025Q3: 4,522,669 shares; 2025Q4: 4,636,873 shares 4,636,873 $343M 0.7% +114,204 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 342,874 shares; 2025Q1: 290,076 shares; 2025Q2: 1,059,390 shares; 2025Q3: 1,029,487 shares; 2025Q4: 1,020,316 shares 1,020,316 $342M 0.7% -9,171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957,882 shares; 2024Q4: 4,093,739 shares; 2025Q1: 3,936,146 shares; 2025Q2: 5,623,089 shares; 2025Q3: 5,429,480 shares; 2025Q4: 5,268,081 shares 5,268,081 $329M 0.67% -161,399 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449,651 shares; 2024Q4: 2,595,159 shares; 2025Q1: 2,756,451 shares; 2025Q2: 2,782,299 shares; 2025Q3: 2,903,335 shares; 2025Q4: 3,067,392 shares 3,067,392 $329M 0.67% +164,057 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,957 shares; 2024Q4: 429,160 shares; 2025Q1: 518,450 shares; 2025Q2: 715,834 shares; 2025Q3: 645,908 shares; 2025Q4: 634,956 shares 634,956 $309M 0.63% -10,952 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342,889 shares; 2024Q4: 5,443,615 shares; 2025Q1: 5,579,467 shares; 2025Q2: 5,742,153 shares; 2025Q3: 5,936,757 shares; 2025Q4: 6,216,190 shares 6,216,190 $300M 0.61% +279,433 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 1,261 shares; 2025Q1: 1,297 shares; 2025Q2: 7,662 shares; 2025Q3: 576,099 shares; 2025Q4: 2,870,495 shares 2,870,495 $287M 0.58% +2,294,396 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639,211 shares; 2024Q4: 1,655,467 shares; 2025Q1: 1,586,290 shares; 2025Q2: 1,433,086 shares; 2025Q3: 1,448,164 shares; 2025Q4: 1,440,253 shares 1,440,253 $275M 0.56% -7,911 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,924 shares; 2024Q4: 9,913,960 shares; 2025Q1: 10,245,514 shares; 2025Q2: 10,633,313 shares; 2025Q3: 10,874,877 shares; 2025Q4: 10,921,526 shares 10,921,526 $271M 0.55% +46,649 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445,278 shares; 2024Q4: 3,154,869 shares; 2025Q1: 2,529,636 shares; 2025Q2: 2,822,093 shares; 2025Q3: 3,189,712 shares; 2025Q4: 3,233,690 shares 3,233,690 $259M 0.53% +43,978 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,978 shares; 2024Q4: 614,566 shares; 2025Q1: 638,862 shares; 2025Q2: 712,279 shares; 2025Q3: 749,715 shares; 2025Q4: 801,296 shares 801,296 $258M 0.53% +51,581 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172,577 shares; 2024Q4: 1,157,958 shares; 2025Q1: 1,182,430 shares; 2025Q2: 1,233,081 shares; 2025Q3: 1,179,148 shares; 2025Q4: 1,223,076 shares 1,223,076 $256M 0.52% +43,928 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,696 shares; 2024Q4: 512,045 shares; 2025Q1: 522,282 shares; 2025Q2: 514,034 shares; 2025Q3: 494,567 shares; 2025Q4: 509,821 shares 509,821 $249M 0.51% +15,254 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 27,040 shares; 2025Q1: 13,530 shares; 2025Q2: 20,510 shares; 2025Q3: 2,575,084 shares; 2025Q4: 2,748,496 shares 2,748,496 $227M 0.46% +173,412 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534,544 shares; 2024Q4: 1,707,996 shares; 2025Q1: 1,812,094 shares; 2025Q2: 1,885,240 shares; 2025Q3: 2,023,230 shares; 2025Q4: 2,142,935 shares 2,142,935 $218M 0.44% +119,705 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,516 shares; 2024Q4: 492,174 shares; 2025Q1: 37,540 shares; 2025Q2: 6,022 shares; 2025Q3: 6,635,078 shares; 2025Q4: 3,464,225 shares 3,464,225 $201M 0.41% -3,170,853 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,075 shares; 2024Q4: 1,454,771 shares; 2025Q1: 1,447,512 shares; 2025Q2: 1,528,923 shares; 2025Q3: 1,363,992 shares; 2025Q4: 1,372,404 shares 1,372,404 $197M 0.4% +8,412 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100,554 shares; 2024Q4: 4,075,986 shares; 2025Q1: 3,180,718 shares; 2025Q2: 7,098,025 shares; 2025Q3: 2,007,594 shares; 2025Q4: 2,173,227 shares 2,173,227 $180M 0.37% +165,633 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 23,838 shares; 2025Q1: 324,522 shares; 2025Q2: 1,468,818 shares; 2025Q3: 1,654,605 shares; 2025Q4: 1,594,916 shares 1,594,916 $178M 0.36% -59,689 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133,410 shares; 2024Q4: 9,208,628 shares; 2025Q1: 6,976,333 shares; 2025Q2: 7,070,345 shares; 2025Q3: 7,617,955 shares; 2025Q4: 6,513,794 shares 6,513,794 $175M 0.36% -1,104,161 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361,458 shares; 2024Q4: 4,860,348 shares; 2025Q1: 4,917,338 shares; 2025Q2: 5,025,502 shares; 2025Q3: 5,081,578 shares; 2025Q4: 5,181,197 shares 5,181,197 $175M 0.36% +99,619 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,964 shares; 2024Q4: 385,434 shares; 2025Q1: 414,011 shares; 2025Q2: 488,585 shares; 2025Q3: 512,772 shares; 2025Q4: 552,765 shares 552,765 $168M 0.34% +39,993 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,088 shares; 2024Q4: 189,972 shares; 2025Q1: 203,162 shares; 2025Q2: 330,732 shares; 2025Q3: 442,860 shares; 2025Q4: 512,595 shares 512,595 $161M 0.33% +69,735 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,347 shares; 2024Q4: 304,380 shares; 2025Q1: 343,007 shares; 2025Q2: 356,808 shares; 2025Q3: 333,487 shares; 2025Q4: 355,673 shares 355,673 $160M 0.33% +22,186 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154,251 shares; 2024Q4: 2,231,825 shares; 2025Q1: 2,269,108 shares; 2025Q2: 2,534,031 shares; 2025Q3: 2,571,497 shares; 2025Q4: 2,681,499 shares 2,681,499 $155M 0.32% +110,002 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,442 shares; 2024Q4: 1,779,846 shares; 2025Q1: 1,652,523 shares; 2025Q2: 1,448,937 shares; 2025Q3: 1,346,583 shares; 2025Q4: 955,898 shares 955,898 $154M 0.31% -390,685 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263,406 shares; 2024Q4: 4,028,196 shares; 2025Q1: 4,324,945 shares; 2025Q2: 4,774,544 shares; 2025Q3: 4,807,100 shares; 2025Q4: 5,796,484 shares 5,796,484 $153M 0.31% +989,384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035,871 shares; 2024Q4: 3,152,184 shares; 2025Q1: 3,214,461 shares; 2025Q2: 3,568,002 shares; 2025Q3: 3,667,402 shares; 2025Q4: 3,679,626 shares 3,679,626 $150M 0.31% +12,224 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596,067 shares; 2024Q4: 1,606,337 shares; 2025Q1: 1,643,022 shares; 2025Q2: 1,746,262 shares; 2025Q3: 1,623,864 shares; 2025Q4: 1,554,364 shares 1,554,364 $146M 0.3% -69,500 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 188 shares; 2025Q1: 205,692 shares; 2025Q2: 240,158 shares; 2025Q3: 3,195,971 shares; 2025Q4: 3,330,771 shares 3,330,771 $146M 0.3% +134,800 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,991 shares; 2024Q4: 123,445 shares; 2025Q1: 125,865 shares; 2025Q2: 120,195 shares; 2025Q3: 114,301 shares; 2025Q4: 117,202 shares 117,202 $142M 0.29% +2,901 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948,034 shares; 2024Q4: 977,830 shares; 2025Q1: 970,035 shares; 2025Q2: 977,507 shares; 2025Q3: 928,756 shares; 2025Q4: 1,156,422 shares 1,156,422 $139M 0.28% +227,666 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558,422 shares; 2024Q4: 1,623,011 shares; 2025Q1: 1,651,488 shares; 2025Q2: 1,593,378 shares; 2025Q3: 1,636,433 shares; 2025Q4: 1,678,675 shares 1,678,675 $138M 0.28% +42,242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,753 shares; 2024Q4: 998,844 shares; 2025Q1: 7,284,971 shares; 2025Q2: 3,015,871 shares; 2025Q3: 1,225,999 shares; 2025Q4: 1,460,447 shares 1,460,447 $133M 0.27% +234,448 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730,647 shares; 2024Q4: 1,761,568 shares; 2025Q1: 1,809,063 shares; 2025Q2: 1,977,837 shares; 2025Q3: 1,966,679 shares; 2025Q4: 1,879,298 shares 1,879,298 $133M 0.27% -87,381 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,951 shares; 2024Q4: 165,401 shares; 2025Q1: 168,329 shares; 2025Q2: 203,623 shares; 2025Q3: 219,504 shares; 2025Q4: 229,299 shares 229,299 $131M 0.27% +9,795 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907,633 shares; 2024Q4: 1,808,020 shares; 2025Q1: 1,701,145 shares; 2025Q2: 480,658 shares; 2025Q3: 1,638,442 shares; 2025Q4: 1,328,336 shares 1,328,336 $128M 0.26% -310,106 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109,985 shares; 2024Q4: 1,037,983 shares; 2025Q1: 679,512 shares; 2025Q2: 332,131 shares; 2025Q3: 473,068 shares; 2025Q4: 1,265,868 shares 1,265,868 $126M 0.26% +792,800 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461,161 shares; 2024Q4: 325,708 shares; 2025Q1: 1,678,685 shares; 2025Q2: 216,422 shares; 2025Q3: 1,628,189 shares; 2025Q4: 1,430,487 shares 1,430,487 $125M 0.25% -197,702 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,408 shares; 2024Q4: 1,452,502 shares; 2025Q1: 1,253,872 shares; 2025Q2: 1,304,696 shares; 2025Q3: 1,300,488 shares; 2025Q4: 1,108,502 shares 1,108,502 $122M 0.25% -191,986 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,781 shares; 2024Q4: 667,114 shares; 2025Q1: 658,152 shares; 2025Q2: 684,512 shares; 2025Q3: 688,583 shares; 2025Q4: 645,728 shares 645,728 $120M 0.24% -42,855 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,624 shares; 2024Q4: 121,181 shares; 2025Q1: 134,678 shares; 2025Q2: 176,188 shares; 2025Q3: 193,996 shares; 2025Q4: 230,428 shares 230,428 $116M 0.24% +36,432 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,201 shares; 2024Q4: 565,375 shares; 2025Q1: 576,677 shares; 2025Q2: 653,685 shares; 2025Q3: 644,960 shares; 2025Q4: 656,233 shares 656,233 $112M 0.23% +11,273 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,649 shares; 2024Q4: 109,926 shares; 2025Q1: 117,468 shares; 2025Q2: 124,014 shares; 2025Q3: 414,894 shares; 2025Q4: 401,886 shares 401,886 $112M 0.23% -13,008 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,846,989 shares; 2024Q4: 2,169,524 shares; 2025Q1: 2,040,030 shares; 2025Q2: 2,041,487 shares; 2025Q3: 1,174,244 shares; 2025Q4: 1,016,015 shares 1,016,015 $112M 0.23% -158,229 Timeline JIRE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569,245 shares; 2024Q4: 1,586,042 shares; 2025Q1: 1,511,943 shares; 2025Q2: 1,704,525 shares; 2025Q3: 1,577,628 shares; 2025Q4: 1,490,268 shares 1,490,268 $112M 0.23% -87,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501,326 shares; 2024Q4: 2,711,752 shares; 2025Q1: 2,726,419 shares; 2025Q2: 3,165,365 shares; 2025Q3: 3,436,650 shares; 2025Q4: 3,693,832 shares 3,693,832 $110M 0.23% +257,182 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,299 shares; 2025Q2: 1,115,767 shares; 2025Q3: 1,297,448 shares; 2025Q4: 1,360,608 shares 1,360,608 $106M 0.22% +63,160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,256 shares; 2024Q4: 1,085,361 shares; 2025Q1: 1,105,848 shares; 2025Q2: 1,189,740 shares; 2025Q3: 1,243,635 shares; 2025Q4: 1,240,532 shares 1,240,532 $104M 0.21% -3,103 Timeline VSS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,494 shares; 2024Q4: 830,271 shares; 2025Q1: 815,751 shares; 2025Q2: 801,554 shares; 2025Q3: 734,572 shares; 2025Q4: 721,353 shares 721,353 $103M 0.21% -13,219 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,691 shares; 2024Q4: 199,857 shares; 2025Q1: 212,749 shares; 2025Q2: 1,597,693 shares; 2025Q3: 1,649,235 shares; 2025Q4: 1,692,264 shares 1,692,264 $103M 0.21% +43,029 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,717 shares; 2024Q4: 540,377 shares; 2025Q1: 590,641 shares; 2025Q2: 836,797 shares; 2025Q3: 974,964 shares; 2025Q4: 1,096,787 shares 1,096,787 $102M 0.21% +121,823 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872,971 shares; 2024Q4: 887,379 shares; 2025Q1: 760,338 shares; 2025Q2: 732,331 shares; 2025Q3: 743,489 shares; 2025Q4: 735,906 shares 735,906 $101M 0.21% -7,583 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,597 shares; 2024Q4: 245,798 shares; 2025Q1: 278,873 shares; 2025Q2: 404,764 shares; 2025Q3: 515,965 shares; 2025Q4: 630,583 shares 630,583 $101M 0.21% +114,618 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,432 shares; 2024Q4: 283,225 shares; 2025Q1: 361,784 shares; 2025Q2: 360,640 shares; 2025Q3: 325,989 shares; 2025Q4: 699,553 shares 699,553 $101M 0.21% +373,564 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,042 shares; 2024Q4: 401,874 shares; 2025Q1: 431,319 shares; 2025Q2: 718,190 shares; 2025Q3: 873,197 shares; 2025Q4: 1,007,713 shares 1,007,713 $101M 0.21% +134,516 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,176 shares; 2024Q4: 443,215 shares; 2025Q1: 625,777 shares; 2025Q2: 569,534 shares; 2025Q3: 571,500 shares; 2025Q4: 698,050 shares 698,050 $100M 0.2% +126,550 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028,083 shares; 2024Q4: 2,081,032 shares; 2025Q1: 2,822,355 shares; 2025Q2: 1,562,638 shares; 2025Q3: 1,887,861 shares; 2025Q4: 2,228,613 shares 2,228,613 $99M 0.2% +340,752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 11,960 shares; 2025Q1: 1,347,537 shares; 2025Q2: 1,690,454 shares; 2025Q3: 1,671,784 shares; 2025Q4: 1,677,114 shares 1,677,114 $98M 0.2% +5,330 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251,300 shares; 2024Q4: 1,948,387 shares; 2025Q1: 2,016,732 shares; 2025Q2: 1,827,837 shares; 2025Q3: 1,839,990 shares; 2025Q4: 1,918,655 shares 1,918,655 $97.6M 0.2% +78,665 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,081 shares; 2024Q4: 274,448 shares; 2025Q1: 539,845 shares; 2025Q2: 969,956 shares; 2025Q3: 994,636 shares; 2025Q4: 1,007,769 shares 1,007,769 $96.9M 0.2% +13,133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,971 shares; 2024Q4: 220,453 shares; 2025Q1: 243,315 shares; 2025Q2: 312,618 shares; 2025Q3: 344,377 shares; 2025Q4: 376,513 shares 376,513 $96.8M 0.2% +32,136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,434 shares; 2024Q4: 341,677 shares; 2025Q1: 343,649 shares; 2025Q2: 363,792 shares; 2025Q3: 317,173 shares; 2025Q4: 333,134 shares 333,134 $96.7M 0.2% +15,961 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,584,552 shares; 2024Q4: 1,616,772 shares; 2025Q1: 1,527,794 shares; 2025Q2: 1,652,500 shares; 2025Q3: 860,535 shares; 2025Q4: 872,618 shares 872,618 $96.2M 0.2% +12,083 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,989 shares; 2024Q4: 415,638 shares; 2025Q1: 407,223 shares; 2025Q2: 446,569 shares; 2025Q3: 423,370 shares; 2025Q4: 280,308 shares 280,308 $95.1M 0.19% -143,062 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,422 shares; 2024Q4: 1,019,110 shares; 2025Q1: 1,025,391 shares; 2025Q2: 1,088,814 shares; 2025Q3: 990,472 shares; 2025Q4: 987,270 shares 987,270 $94.7M 0.19% -3,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843,116 shares; 2024Q4: 3,121,781 shares; 2025Q1: 3,168,418 shares; 2025Q2: 3,208,414 shares; 2025Q3: 3,084,416 shares; 2025Q4: 2,901,375 shares 2,901,375 $94.6M 0.19% -183,041 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652,033 shares; 2024Q4: 3,718,191 shares; 2025Q1: 3,694,150 shares; 2025Q2: 2,876,712 shares; 2025Q3: 2,905,314 shares; 2025Q4: 2,891,445 shares 2,891,445 $94.6M 0.19% -13,869 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,994 shares; 2024Q4: 734,661 shares; 2025Q1: 740,725 shares; 2025Q2: 485,224 shares; 2025Q3: 591,763 shares; 2025Q4: 580,754 shares 580,754 $92.5M 0.19% -11,009 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580,602 shares; 2024Q4: 1,575,961 shares; 2025Q1: 1,575,218 shares; 2025Q2: 1,631,208 shares; 2025Q3: 1,662,312 shares; 2025Q4: 1,708,400 shares 1,708,400 $92.1M 0.19% +46,088 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 5,027 shares; 2025Q1: 5,611 shares; 2025Q2: 10,072 shares; 2025Q3: 13,699 shares; 2025Q4: 16,929 shares 16,929 $90.7M 0.18% +3,230 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158,259 shares; 2024Q4: 3,078,427 shares; 2025Q1: 3,093,616 shares; 2025Q2: 2,355,240 shares; 2025Q3: 2,312,986 shares; 2025Q4: 2,288,888 shares 2,288,888 $90.6M 0.18% -24,098 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476,632 shares; 2024Q4: 1,559,511 shares; 2025Q1: 1,524,665 shares; 2025Q2: 2,682,367 shares; 2025Q3: 2,579,171 shares; 2025Q4: 2,364,213 shares 2,364,213 $88.4M 0.18% -214,958 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,125 shares; 2024Q4: 21,690 shares; 2025Q1: 59,047 shares; 2025Q2: 66,532 shares; 2025Q3: 85,174 shares; 2025Q4: 116,909 shares 116,909 $88.1M 0.18% +31,735 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,816 shares; 2024Q4: 111,673 shares; 2025Q1: 154,231 shares; 2025Q2: 191,444 shares; 2025Q3: 219,921 shares; 2025Q4: 245,434 shares 245,434 $86.1M 0.18% +25,513 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503,035 shares; 2024Q4: 1,730,889 shares; 2025Q1: 1,266,340 shares; 2025Q2: 1,292,777 shares; 2025Q3: 1,376,270 shares; 2025Q4: 1,609,927 shares 1,609,927 $85.1M 0.17% +233,657 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,483 shares; 2024Q4: 526,562 shares; 2025Q1: 627,352 shares; 2025Q2: 676,720 shares; 2025Q3: 725,154 shares; 2025Q4: 1,044,313 shares 1,044,313 $84.8M 0.17% +319,159 Timeline BKLN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593,532 shares; 2024Q4: 2,146,237 shares; 2025Q1: 2,687,294 shares; 2025Q2: 3,048,920 shares; 2025Q3: 3,312,155 shares; 2025Q4: 4,025,565 shares 4,025,565 $84.5M 0.17% +713,410 Timeline VNQI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,231 shares; 2024Q4: 667,368 shares; 2025Q1: 659,177 shares; 2025Q2: 956,465 shares; 2025Q3: 1,850,404 shares; 2025Q4: 1,829,183 shares 1,829,183 $83.8M 0.17% -21,221 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316,533 shares; 2024Q4: 1,402,030 shares; 2025Q1: 1,451,997 shares; 2025Q2: 1,700,347 shares; 2025Q3: 1,758,791 shares; 2025Q4: 1,797,858 shares 1,797,858 $83.7M 0.17% +39,067 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843,559 shares; 2024Q4: 2,160,393 shares; 2025Q1: 2,274,100 shares; 2025Q2: 2,485,576 shares; 2025Q3: 2,635,970 shares; 2025Q4: 2,843,335 shares 2,843,335 $82M 0.17% +207,365 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,176 shares; 2024Q4: 413,916 shares; 2025Q1: 440,612 shares; 2025Q2: 439,541 shares; 2025Q3: 446,971 shares; 2025Q4: 456,165 shares 456,165 $81.5M 0.17% +9,194 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204,660 shares; 2024Q4: 1,587,107 shares; 2025Q1: 10,417 shares; 2025Q2: 2,669 shares; 2025Q3: 1,083,521 shares; 2025Q4: 911,754 shares 911,754 $81.3M 0.17% -171,767 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 2,507,492 shares; 2025Q2: 2,600,468 shares; 2025Q3: 2,430,391 shares; 2025Q4: 2,205,917 shares 2,205,917 $81.2M 0.17% -224,474 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,299 shares; 2024Q4: 771 shares; 2025Q1: 151 shares; 2025Q2: 91 shares; 2025Q3: 61 shares; 2025Q4: 635,843 shares 635,843 $77.5M 0.16% +635,782 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266,369 shares; 2024Q4: 1,287,821 shares; 2025Q1: 1,322,171 shares; 2025Q2: 1,406,864 shares; 2025Q3: 1,441,768 shares; 2025Q4: 1,522,345 shares 1,522,345 $77M 0.16% +80,577 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 96,055 shares; 2025Q1: 61,169 shares; 2025Q2: 79,883 shares; 2025Q3: 583,923 shares; 2025Q4: 495,382 shares 495,382 $76.8M 0.16% -88,541 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,005 shares; 2024Q4: 793,112 shares; 2025Q1: 791,535 shares; 2025Q2: 832,470 shares; 2025Q3: 835,874 shares; 2025Q4: 861,933 shares 861,933 $76.3M 0.16% +26,059 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,649 shares; 2024Q4: 54,959 shares; 2025Q1: 621,766 shares; 2025Q2: 650,493 shares; 2025Q3: 673,953 shares; 2025Q4: 686,636 shares 686,636 $75.6M 0.15% +12,683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,391 shares; 2024Q4: 282,075 shares; 2025Q1: 291,398 shares; 2025Q2: 320,964 shares; 2025Q3: 283,540 shares; 2025Q4: 292,043 shares 292,043 $75.3M 0.15% +8,503 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074,546 shares; 2024Q4: 1,332,349 shares; 2025Q1: 1,680,251 shares; 2025Q2: 1,504,481 shares; 2025Q3: 1,481,688 shares; 2025Q4: 1,488,126 shares 1,488,126 $75.1M 0.15% +6,438 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,571 shares; 2024Q4: 293,970 shares; 2025Q1: 175,968 shares; 2025Q2: 202,907 shares; 2025Q3: 213,793 shares; 2025Q4: 228,134 shares 228,134 $74.7M 0.15% +14,341 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,038 shares; 2024Q4: 615,447 shares; 2025Q1: 618,601 shares; 2025Q2: 656,484 shares; 2025Q3: 599,391 shares; 2025Q4: 633,320 shares 633,320 $74.3M 0.15% +33,929 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 509,352 shares; 2025Q1: 576,846 shares; 2025Q2: 644,210 shares; 2025Q3: 651,096 shares; 2025Q4: 665,228 shares 665,228 $73.3M 0.15% +14,132 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,785 shares; 2024Q4: 852,313 shares; 2025Q1: 859,365 shares; 2025Q2: 855,001 shares; 2025Q3: 893,950 shares; 2025Q4: 909,745 shares 909,745 $73.1M 0.15% +15,795 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,652 shares; 2024Q4: 823,440 shares; 2025Q1: 623,097 shares; 2025Q2: 1,329,087 shares; 2025Q3: 1,674,127 shares; 2025Q4: 1,541,745 shares 1,541,745 $72.2M 0.15% -132,382 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145,981 shares; 2024Q4: 1,141,013 shares; 2025Q1: 1,106,609 shares; 2025Q2: 989,465 shares; 2025Q3: 961,941 shares; 2025Q4: 966,504 shares 966,504 $70.8M 0.14% +4,563 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,558 shares; 2024Q4: 604,376 shares; 2025Q1: 604,336 shares; 2025Q2: 652,573 shares; 2025Q3: 671,488 shares; 2025Q4: 702,037 shares 702,037 $69.7M 0.14% +30,549 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,039 shares; 2024Q4: 538,813 shares; 2025Q1: 546,158 shares; 2025Q2: 665,170 shares; 2025Q3: 787,830 shares; 2025Q4: 862,779 shares 862,779 $69.7M 0.14% +74,949 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212,515 shares; 2024Q4: 1,948,457 shares; 2025Q1: 1,904,975 shares; 2025Q2: 1,382,531 shares; 2025Q3: 1,499,946 shares; 2025Q4: 1,464,105 shares 1,464,105 $68.5M 0.14% -35,841 Timeline BBUS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,913 shares; 2024Q4: 514,723 shares; 2025Q1: 518,070 shares; 2025Q2: 465,258 shares; 2025Q3: 548,106 shares; 2025Q4: 555,378 shares 555,378 $68.5M 0.14% +7,272 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,426 shares; 2024Q4: 1,109,860 shares; 2025Q1: 1,163,225 shares; 2025Q2: 1,216,907 shares; 2025Q3: 1,251,194 shares; 2025Q4: 1,314,202 shares 1,314,202 $67.2M 0.14% +63,008 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 1,191 shares; 2025Q1: 10,421 shares; 2025Q2: 42,193 shares; 2025Q3: 109,179 shares; 2025Q4: 373,865 shares 373,865 $66.5M 0.14% +264,686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,713 shares; 2024Q4: 42,595 shares; 2025Q1: 44,978 shares; 2025Q2: 52,218 shares; 2025Q3: 55,360 shares; 2025Q4: 58,883 shares 58,883 $63.3M 0.13% +3,523 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989,259 shares; 2024Q4: 2,016,695 shares; 2025Q1: 2,063,067 shares; 2025Q2: 2,250,066 shares; 2025Q3: 2,282,899 shares; 2025Q4: 2,243,643 shares 2,243,643 $63.1M 0.13% -39,256 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699,263 shares; 2024Q4: 3,653,112 shares; 2025Q1: 2,038,984 shares; 2025Q2: 2,234,608 shares; 2025Q3: 2,428,467 shares; 2025Q4: 2,513,315 shares 2,513,315 $62.6M 0.13% +84,848 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191,460 shares; 2024Q4: 1,225,923 shares; 2025Q1: 1,249,996 shares; 2025Q2: 1,340,503 shares; 2025Q3: 1,355,674 shares; 2025Q4: 1,410,363 shares 1,410,363 $62.5M 0.13% +54,689 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,114 shares; 2024Q4: 457,691 shares; 2025Q1: 458,765 shares; 2025Q2: 508,221 shares; 2025Q3: 407,258 shares; 2025Q4: 431,766 shares 431,766 $62.2M 0.13% +24,508 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,372 shares; 2024Q4: 484,716 shares; 2025Q1: 481,923 shares; 2025Q2: 455,425 shares; 2025Q3: 788,333 shares; 2025Q4: 432,461 shares 432,461 $61.2M 0.12% -355,872 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,967 shares; 2024Q4: 871,063 shares; 2025Q1: 909,907 shares; 2025Q2: 903,428 shares; 2025Q3: 667,387 shares; 2025Q4: 593,204 shares 593,204 $61M 0.12% -74,183 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,432 shares; 2024Q4: 1,027,491 shares; 2025Q1: 132,234 shares; 2025Q2: 127,979 shares; 2025Q3: 1,674,152 shares; 2025Q4: 2,038,558 shares 2,038,558 $59.6M 0.12% +364,406 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,488 shares; 2024Q4: 209,302 shares; 2025Q1: 113,500 shares; 2025Q2: 203,942 shares; 2025Q3: 166,132 shares; 2025Q4: 832,835 shares 832,835 $59.5M 0.12% +666,703 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332,379 shares; 2024Q4: 1,315,142 shares; 2025Q1: 1,275,121 shares; 2025Q2: 1,279,350 shares; 2025Q3: 1,246,037 shares; 2025Q4: 1,220,485 shares 1,220,485 $58.5M 0.12% -25,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,191 shares; 2024Q4: 1,767,127 shares; 2025Q1: 1,876,516 shares; 2025Q2: 2,259,428 shares; 2025Q3: 2,358,651 shares; 2025Q4: 2,307,498 shares 2,307,498 $58.4M 0.12% -51,153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,001 shares; 2024Q4: 386,148 shares; 2025Q1: 533,803 shares; 2025Q2: 602,955 shares; 2025Q3: 678,558 shares; 2025Q4: 732,669 shares 732,669 $58.1M 0.12% +54,111 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,005 shares; 2024Q4: 666,440 shares; 2025Q1: 658,876 shares; 2025Q2: 644,813 shares; 2025Q3: 655,939 shares; 2025Q4: 612,817 shares 612,817 $58.1M 0.12% -43,122 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,674 shares; 2024Q4: 558,986 shares; 2025Q1: 461,562 shares; 2025Q2: 669,883 shares; 2025Q3: 535,157 shares; 2025Q4: 486,931 shares 486,931 $57.3M 0.12% -48,226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146,560 shares; 2024Q4: 1,586,001 shares; 2025Q1: 1,215,450 shares; 2025Q2: 1,128,129 shares; 2025Q3: 975,285 shares; 2025Q4: 1,036,104 shares 1,036,104 $56.7M 0.12% +60,819 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239 shares; 2025Q1: 1,094,671 shares; 2025Q2: 2,042,147 shares; 2025Q3: 1,956,324 shares; 2025Q4: 2,011,769 shares 2,011,769 $56.7M 0.12% +55,445 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,501 shares; 2024Q4: 287,261 shares; 2025Q1: 319,454 shares; 2025Q2: 418,265 shares; 2025Q3: 493,213 shares; 2025Q4: 586,551 shares 586,551 $56.3M 0.11% +93,338 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,165 shares; 2024Q4: 392,564 shares; 2025Q1: 306,635 shares; 2025Q2: 1,019,284 shares; 2025Q3: 1,052,337 shares; 2025Q4: 1,044,928 shares 1,044,928 $56.2M 0.11% -7,409 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,996 shares; 2024Q4: 265,682 shares; 2025Q1: 268,940 shares; 2025Q2: 319,908 shares; 2025Q3: 358,151 shares; 2025Q4: 406,231 shares 406,231 $56M 0.11% +48,080 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878,415 shares; 2024Q4: 951,297 shares; 2025Q1: 1,056,068 shares; 2025Q2: 1,027,237 shares; 2025Q3: 826,879 shares; 2025Q4: 1,016,670 shares 1,016,670 $55.9M 0.11% +189,791 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,179 shares; 2024Q4: 498,472 shares; 2025Q1: 497,689 shares; 2025Q2: 512,209 shares; 2025Q3: 490,771 shares; 2025Q4: 455,472 shares 455,472 $55.5M 0.11% -35,299 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,266 shares; 2024Q4: 643,330 shares; 2025Q1: 667,949 shares; 2025Q2: 776,240 shares; 2025Q3: 802,221 shares; 2025Q4: 454,643 shares 454,643 $54.7M 0.11% -347,578 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: 121,065 shares; 2025Q2: 2,064,352 shares; 2025Q3: 1,907,443 shares; 2025Q4: 1,795,156 shares 1,795,156 $54.7M 0.11% -112,287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,614 shares; 2024Q4: 380,620 shares; 2025Q1: 369,666 shares; 2025Q2: 372,540 shares; 2025Q3: 369,268 shares; 2025Q4: 362,248 shares 362,248 $54M 0.11% -7,020 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121,853 shares; 2024Q4: 835,225 shares; 2025Q1: 808,939 shares; 2025Q2: 820,634 shares; 2025Q3: 669,927 shares; 2025Q4: 715,363 shares 715,363 $52.6M 0.11% +45,436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,888 shares; 2024Q4: 51,180 shares; 2025Q1: 70,378 shares; 2025Q2: 151,172 shares; 2025Q3: 225,967 shares; 2025Q4: 270,910 shares 270,910 $52.6M 0.11% +44,943 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,238 shares; 2024Q4: 491,726 shares; 2025Q1: 470,538 shares; 2025Q2: 509,139 shares; 2025Q3: 511,934 shares; 2025Q4: 511,517 shares 511,517 $52.4M 0.11% -417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,981 shares; 2024Q4: 1,548,166 shares; 2025Q1: 2,278,210 shares; 2025Q2: 1,957,871 shares; 2025Q3: 2,045,996 shares; 2025Q4: 1,932,003 shares 1,932,003 $51.2M 0.1% -113,993 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736,336 shares; 2024Q4: 766,152 shares; 2025Q1: 798,543 shares; 2025Q2: 822,502 shares; 2025Q3: 849,725 shares; 2025Q4: 1,027,588 shares 1,027,588 $50.8M 0.1% +177,863 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825,802 shares; 2024Q4: 901,650 shares; 2025Q1: 976,603 shares; 2025Q2: 1,041,533 shares; 2025Q3: 1,144,482 shares; 2025Q4: 1,251,035 shares 1,251,035 $50.5M 0.1% +106,553 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,206,720 shares; 2025Q1: 1,084,192 shares; 2025Q2: 1,100,147 shares; 2025Q3: 1,050,718 shares; 2025Q4: 984,339 shares 984,339 $49.4M 0.1% -66,379 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,631 shares; 2024Q4: 42,302 shares; 2025Q1: 47,148 shares; 2025Q2: 56,021 shares; 2025Q3: 54,058 shares; 2025Q4: 56,955 shares 56,955 $49.1M 0.1% +2,897 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,285 shares; 2024Q4: 136,472 shares; 2025Q1: 139,241 shares; 2025Q2: 153,471 shares; 2025Q3: 136,998 shares; 2025Q4: 141,377 shares 141,377 $48.7M 0.1% +4,379 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,359 shares; 2025Q1: 3,843 shares; 2025Q2: 3,843 shares; 2025Q3: 3,861 shares; 2025Q4: 2,906,061 shares 2,906,061 $47.7M 0.1% +2,902,200 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,499 shares; 2024Q4: 473,100 shares; 2025Q1: 480,544 shares; 2025Q2: 338,768 shares; 2025Q3: 322,731 shares; 2025Q4: 557,735 shares 557,735 $47.6M 0.1% +235,004 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 51,033 shares; 2025Q1: 54,167 shares; 2025Q2: 144,651 shares; 2025Q3: 207,724 shares; 2025Q4: 244,212 shares 244,212 $47.6M 0.1% +36,488 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,774 shares; 2024Q4: 1,221,382 shares; 2025Q1: 1,237,218 shares; 2025Q2: 696,320 shares; 2025Q3: 638,226 shares; 2025Q4: 636,420 shares 636,420 $47.2M 0.1% -1,806 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,375 shares; 2024Q4: 171,103 shares; 2025Q1: 181,326 shares; 2025Q2: 227,537 shares; 2025Q3: 257,331 shares; 2025Q4: 257,129 shares 257,129 $47.2M 0.1% -202 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,775 shares; 2024Q4: 763,156 shares; 2025Q1: 802,853 shares; 2025Q2: 852,157 shares; 2025Q3: 955,029 shares; 2025Q4: 1,170,140 shares 1,170,140 $47.1M 0.1% +215,111 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,101 shares; 2024Q4: 760,920 shares; 2025Q1: 783,185 shares; 2025Q2: 827,090 shares; 2025Q3: 776,847 shares; 2025Q4: 797,997 shares 797,997 $47M 0.1% +21,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,922 shares; 2024Q4: 585,627 shares; 2025Q1: 593,746 shares; 2025Q2: 594,440 shares; 2025Q3: 576,253 shares; 2025Q4: 563,708 shares 563,708 $46.8M 0.1% -12,545 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827,701 shares; 2024Q4: 849,276 shares; 2025Q1: 1,070,893 shares; 2025Q2: 1,196,423 shares; 2025Q3: 1,128,765 shares; 2025Q4: 1,199,324 shares 1,199,324 $46.8M 0.1% +70,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,054 shares; 2024Q4: 221,953 shares; 2025Q1: 83,607 shares; 2025Q2: 131,839 shares; 2025Q3: 183,528 shares; 2025Q4: 218,251 shares 218,251 $46.7M 0.1% +34,723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,783 shares; 2024Q4: 70,768 shares; 2025Q1: 71,621 shares; 2025Q2: 102,430 shares; 2025Q3: 105,373 shares; 2025Q4: 269,910 shares 269,910 $46.5M 0.09% +164,537 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 578,648 shares; 2025Q1: 855,388 shares; 2025Q2: 836,908 shares; 2025Q3: 841,744 shares; 2025Q4: 452,502 shares 452,502 $46.3M 0.09% -389,242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,557 shares; 2024Q4: 135,936 shares; 2025Q1: 139,891 shares; 2025Q2: 132,975 shares; 2025Q3: 153,961 shares; 2025Q4: 139,782 shares 139,782 $46.1M 0.09% -14,179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,828 shares; 2024Q4: 211,814 shares; 2025Q1: 224,547 shares; 2025Q2: 250,702 shares; 2025Q3: 256,638 shares; 2025Q4: 297,945 shares 297,945 $44.8M 0.09% +41,307 Timeline BBCA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,609 shares; 2024Q4: 753,449 shares; 2025Q1: 744,075 shares; 2025Q2: 529,331 shares; 2025Q3: 507,656 shares; 2025Q4: 473,166 shares 473,166 $44M 0.09% -34,490 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913,114 shares; 2024Q4: 385,074 shares; 2025Q1: 578,610 shares; 2025Q2: 460,930 shares; 2025Q3: 807,278 shares; 2025Q4: 787,873 shares 787,873 $44M 0.09% -19,405 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 27 shares; 2025Q2: 44,530 shares; 2025Q3: 99,785 shares; 2025Q4: 198,655 shares 198,655 $43.6M 0.09% +98,870 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,821 shares; 2024Q4: 1,284,657 shares; 2025Q1: 1,316,923 shares; 2025Q2: 1,335,023 shares; 2025Q3: 1,403,520 shares; 2025Q4: 1,475,908 shares 1,475,908 $43.3M 0.09% +72,388 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,165 shares; 2024Q4: 549,038 shares; 2025Q1: 533,155 shares; 2025Q2: 1,469,596 shares; 2025Q3: 1,459,955 shares; 2025Q4: 1,690,393 shares 1,690,393 $43.3M 0.09% +230,438 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,095 shares; 2024Q4: 67,093 shares; 2025Q1: 61,565 shares; 2025Q2: 66,535 shares; 2025Q3: 68,347 shares; 2025Q4: 63,782 shares 63,782 $42.3M 0.09% -4,565 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 32,649 shares; 2025Q1: 33,903 shares; 2025Q2: 33,645 shares; 2025Q3: 36,347 shares; 2025Q4: 39,181 shares 39,181 $41.9M 0.09% +2,834 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,302 shares; 2024Q4: 79,386 shares; 2025Q1: 89,563 shares; 2025Q2: 108,363 shares; 2025Q3: 131,980 shares; 2025Q4: 151,506 shares 151,506 $41.1M 0.08% +19,526 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,071 shares; 2024Q4: 79,865 shares; 2025Q1: 85,297 shares; 2025Q2: 92,391 shares; 2025Q3: 89,850 shares; 2025Q4: 90,483 shares 90,483 $41M 0.08% +633 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,051 shares; 2024Q4: 312,142 shares; 2025Q1: 314,887 shares; 2025Q2: 102,939 shares; 2025Q3: 120,813 shares; 2025Q4: 132,602 shares 132,602 $40.8M 0.08% +11,789 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,094 shares; 2024Q4: 49,016 shares; 2025Q1: 49,262 shares; 2025Q2: 49,618 shares; 2025Q3: 53,005 shares; 2025Q4: 264,275 shares 264,275 $40.5M 0.08% +211,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 176,940 shares; 2025Q1: 167,923 shares; 2025Q2: 604,184 shares; 2025Q3: 658,039 shares; 2025Q4: 668,288 shares 668,288 $40.1M 0.08% +10,249 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246,117 shares; 2025Q1: 218,716 shares; 2025Q2: 274,482 shares; 2025Q3: 281,809 shares; 2025Q4: 304,508 shares 304,508 $39.9M 0.08% +22,699 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,180 shares; 2024Q4: 133,070 shares; 2025Q1: 263,957 shares; 2025Q2: 305,740 shares; 2025Q3: 328,072 shares; 2025Q4: 356,482 shares 356,482 $39.7M 0.08% +28,410 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,778 shares; 2024Q4: 140,943 shares; 2025Q1: 72,599 shares; 2025Q2: 162,846 shares; 2025Q3: 168,599 shares; 2025Q4: 212,965 shares 212,965 $39.5M 0.08% +44,366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,471 shares; 2024Q4: 317,794 shares; 2025Q1: 286,165 shares; 2025Q2: 409,271 shares; 2025Q3: 433,473 shares; 2025Q4: 511,000 shares 511,000 $39.2M 0.08% +77,527 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455,570 shares; 2024Q4: 1,451,756 shares; 2025Q1: 1,516,233 shares; 2025Q2: 1,564,779 shares; 2025Q3: 1,658,965 shares; 2025Q4: 1,741,982 shares 1,741,982 $39M 0.08% +83,017 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 49,333 shares; 2025Q1: 51,453 shares; 2025Q2: 117,261 shares; 2025Q3: 129,189 shares; 2025Q4: 172,625 shares 172,625 $38.9M 0.08% +43,436 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,754 shares; 2024Q4: 267,000 shares; 2025Q1: 287,597 shares; 2025Q2: 360,466 shares; 2025Q3: 348,868 shares; 2025Q4: 410,229 shares 410,229 $38.4M 0.08% +61,361 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,687 shares; 2025Q3: 971,546 shares; 2025Q4: 1,212,952 shares 1,212,952 $38.4M 0.08% +241,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,108 shares; 2024Q4: 68,777 shares; 2025Q1: 67,719 shares; 2025Q2: 75,349 shares; 2025Q3: 92,678 shares; 2025Q4: 112,623 shares 112,623 $37.9M 0.08% +19,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,948 shares; 2024Q4: 458,644 shares; 2025Q1: 457,520 shares; 2025Q2: 474,360 shares; 2025Q3: 510,521 shares; 2025Q4: 463,058 shares 463,058 $37.8M 0.08% -47,463 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,114 shares; 2024Q4: 120,978 shares; 2025Q1: 144,274 shares; 2025Q2: 187,236 shares; 2025Q3: 299,579 shares; 2025Q4: 321,366 shares 321,366 $37.5M 0.08% +21,787 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,390 shares; 2024Q4: 575,697 shares; 2025Q1: 573,853 shares; 2025Q2: 643,491 shares; 2025Q3: 682,951 shares; 2025Q4: 804,196 shares 804,196 $37.4M 0.08% +121,245 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 26 shares; 2025Q1: 28 shares; 2025Q2: 128 shares; 2025Q3: 125 shares; 2025Q4: 427,824 shares 427,824 $37.3M 0.08% +427,699 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,940 shares; 2024Q4: 432,470 shares; 2025Q1: 411,591 shares; 2025Q2: 441,616 shares; 2025Q3: 415,716 shares; 2025Q4: 420,310 shares 420,310 $37.1M 0.08% +4,594 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,683 shares; 2024Q4: 371,606 shares; 2025Q1: 363,664 shares; 2025Q2: 499,236 shares; 2025Q3: 302,501 shares; 2025Q4: 239,703 shares 239,703 $37.1M 0.08% -62,798 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,077 shares; 2024Q4: 206,572 shares; 2025Q1: 234,377 shares; 2025Q2: 513,119 shares; 2025Q3: 520,379 shares; 2025Q4: 429,784 shares 429,784 $37.1M 0.08% -90,595 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 37,498 shares; 2025Q1: 41,764 shares; 2025Q2: 67,697 shares; 2025Q3: 86,775 shares; 2025Q4: 105,688 shares 105,688 $37M 0.08% +18,913 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 43,521 shares; 2025Q1: 35,650 shares; 2025Q2: 150,288 shares; 2025Q3: 124,422 shares; 2025Q4: 191,337 shares 191,337 $37M 0.08% +66,915 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,332 shares; 2024Q4: 265,827 shares; 2025Q1: 391,535 shares; 2025Q2: 411,662 shares; 2025Q3: 269,909 shares; 2025Q4: 405,278 shares 405,278 $36.5M 0.07% +135,369 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554,566 shares 554,566 $36.3M 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 139,247 shares; 2025Q1: 155,875 shares; 2025Q2: 235,902 shares; 2025Q3: 277,129 shares; 2025Q4: 318,385 shares 318,385 $36.2M 0.07% +41,256 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,093 shares; 2024Q4: 54,333 shares; 2025Q1: 71,892 shares; 2025Q2: 74,147 shares; 2025Q3: 61,346 shares; 2025Q4: 507,915 shares 507,915 $36.1M 0.07% +446,569 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,337 shares; 2024Q4: 174,240 shares; 2025Q1: 187,934 shares; 2025Q2: 186,379 shares; 2025Q3: 156,862 shares; 2025Q4: 135,082 shares 135,082 $35.8M 0.07% -21,780 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,427 shares; 2024Q4: 33,804 shares; 2025Q1: 52,955 shares; 2025Q2: 64,785 shares; 2025Q3: 51,251 shares; 2025Q4: 52,769 shares 52,769 $35.7M 0.07% +1,518 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,441 shares; 2024Q4: 313,060 shares; 2025Q1: 334,516 shares; 2025Q2: 346,674 shares; 2025Q3: 356,941 shares; 2025Q4: 346,662 shares 346,662 $35.6M 0.07% -10,279 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,580 shares; 2024Q4: 21,032 shares; 2025Q1: 23,335 shares; 2025Q2: 373,697 shares; 2025Q3: 359,760 shares; 2025Q4: 388,841 shares 388,841 $35.5M 0.07% +29,081 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,473 shares; 2024Q4: 343,134 shares; 2025Q1: 420,810 shares; 2025Q2: 686,520 shares; 2025Q3: 425,393 shares; 2025Q4: 453,787 shares 453,787 $35.3M 0.07% +28,394 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,120 shares; 2024Q4: 84,510 shares; 2025Q1: 93,440 shares; 2025Q2: 182,916 shares; 2025Q3: 200,168 shares; 2025Q4: 213,583 shares 213,583 $34.4M 0.07% +13,415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,970 shares; 2024Q4: 189,285 shares; 2025Q1: 185,759 shares; 2025Q2: 116,837 shares; 2025Q3: 113,434 shares; 2025Q4: 108,702 shares 108,702 $34M 0.07% -4,732 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,174 shares; 2024Q4: 78,520 shares; 2025Q1: 83,100 shares; 2025Q2: 114,299 shares; 2025Q3: 129,605 shares; 2025Q4: 135,947 shares 135,947 $33.6M 0.07% +6,342 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509,795 shares; 2024Q4: 1,515,103 shares; 2025Q1: 1,496,267 shares; 2025Q2: 707,477 shares; 2025Q3: 704,869 shares; 2025Q4: 659,009 shares 659,009 $33.3M 0.07% -45,860 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,026 shares; 2024Q4: 758,066 shares; 2025Q1: 796,188 shares; 2025Q2: 797,777 shares; 2025Q3: 705,284 shares; 2025Q4: 761,901 shares 761,901 $33.2M 0.07% +56,617 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 202,701 shares; 2025Q1: 249,291 shares; 2025Q2: 499,272 shares; 2025Q3: 658,436 shares; 2025Q4: 693,992 shares 693,992 $33.2M 0.07% +35,556 Timeline BBIN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,755 shares; 2024Q4: 334,823 shares; 2025Q1: 292,841 shares; 2025Q2: 328,196 shares; 2025Q3: 416,896 shares; 2025Q4: 457,852 shares 457,852 $33.1M 0.07% +40,956 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,857 shares; 2024Q4: 765,126 shares; 2025Q1: 831,795 shares; 2025Q2: 898,643 shares; 2025Q3: 1,082,258 shares; 2025Q4: 1,207,850 shares 1,207,850 $33.1M 0.07% +125,592 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,347 shares; 2024Q4: 179,472 shares; 2025Q1: 195,160 shares; 2025Q2: 284,012 shares; 2025Q3: 340,168 shares; 2025Q4: 391,908 shares 391,908 $33M 0.07% +51,740 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,658 shares; 2024Q4: 55,114 shares; 2025Q1: 60,803 shares; 2025Q2: 66,117 shares; 2025Q3: 63,604 shares; 2025Q4: 76,441 shares 76,441 $32.6M 0.07% +12,837 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,276 shares; 2024Q4: 576,597 shares; 2025Q1: 564,824 shares; 2025Q2: 1,118,080 shares; 2025Q3: 1,164,496 shares; 2025Q4: 884,694 shares 884,694 $32.6M 0.07% -279,802 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 56 shares; 2025Q1: 28 shares; 2025Q2: 63,748 shares; 2025Q3: 716,978 shares; 2025Q4: 687,435 shares 687,435 $32.3M 0.07% -29,543 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,554 shares; 2024Q4: 50,378 shares; 2025Q1: 50,282 shares; 2025Q2: 53,907 shares; 2025Q3: 55,521 shares; 2025Q4: 56,986 shares 56,986 $32.3M 0.07% +1,465 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,391 shares; 2024Q4: 795,127 shares; 2025Q1: 777,574 shares; 2025Q2: 419,051 shares; 2025Q3: 335,547 shares; 2025Q4: 356,213 shares 356,213 $32.2M 0.07% +20,666 Timeline JFLX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687,643 shares; 2025Q4: 639,591 shares 639,591 $32.1M 0.07% -48,052 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,561 shares; 2024Q4: 135,108 shares; 2025Q1: 150,171 shares; 2025Q2: 208,294 shares; 2025Q3: 221,291 shares; 2025Q4: 234,275 shares 234,275 $31.9M 0.07% +12,984 Timeline JMUB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 27,722 shares; 2025Q1: 20,747 shares; 2025Q2: 97,178 shares; 2025Q3: 127,296 shares; 2025Q4: 629,062 shares 629,062 $31.8M 0.06% +501,766 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,162 shares; 2024Q4: 154,234 shares; 2025Q1: 143,499 shares; 2025Q2: 532,418 shares; 2025Q3: 534,746 shares; 2025Q4: 557,887 shares 557,887 $31.6M 0.06% +23,141 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,459 shares; 2024Q4: 230,816 shares; 2025Q1: 224,260 shares; 2025Q2: 223,334 shares; 2025Q3: 220,547 shares; 2025Q4: 223,106 shares 223,106 $31.5M 0.06% +2,559 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,848 shares; 2024Q4: 690,438 shares; 2025Q1: 685,579 shares; 2025Q2: 668,180 shares; 2025Q3: 686,129 shares; 2025Q4: 683,905 shares 683,905 $31.3M 0.06% -2,224 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 58,824 shares; 2025Q1: 70,961 shares; 2025Q2: 142,655 shares; 2025Q3: 184,128 shares; 2025Q4: 269,263 shares 269,263 $31.3M 0.06% +85,135 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 10,536 shares; 2025Q1: 29,994 shares; 2025Q2: 36,675 shares; 2025Q3: 63,795 shares; 2025Q4: 68,802 shares 68,802 $31.2M 0.06% +5,007 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 77,172 shares; 2025Q1: 74,427 shares; 2025Q2: 464,986 shares; 2025Q3: 470,128 shares; 2025Q4: 482,403 shares 482,403 $31.1M 0.06% +12,275 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,229 shares; 2024Q4: 238,249 shares; 2025Q1: 264,263 shares; 2025Q2: 291,363 shares; 2025Q3: 310,383 shares; 2025Q4: 335,387 shares 335,387 $30.8M 0.06% +25,004 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,852 shares; 2024Q4: 1,049,269 shares; 2025Q1: 1,059,684 shares; 2025Q2: 616,360 shares; 2025Q3: 679,124 shares; 2025Q4: 610,890 shares 610,890 $30.7M 0.06% -68,234 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,189 shares; 2024Q4: 200,187 shares; 2025Q1: 226,186 shares; 2025Q2: 252,052 shares; 2025Q3: 297,522 shares; 2025Q4: 610,372 shares 610,372 $30.5M 0.06% +312,850 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 25,813 shares; 2025Q2: 44,747 shares; 2025Q3: 41,181 shares; 2025Q4: 631,409 shares 631,409 $30.4M 0.06% +590,228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 9,895 shares; 2025Q1: 15,871 shares; 2025Q2: 17,572 shares; 2025Q3: 34,231 shares; 2025Q4: 34,523 shares 34,523 $30.3M 0.06% +292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,025 shares; 2024Q4: 69,073 shares; 2025Q1: 74,337 shares; 2025Q2: 76,453 shares; 2025Q3: 79,015 shares; 2025Q4: 81,465 shares 81,465 $30.1M 0.06% +2,450 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,166 shares; 2024Q4: 345,794 shares; 2025Q1: 311,482 shares; 2025Q2: 301,816 shares; 2025Q3: 287,030 shares; 2025Q4: 280,039 shares 280,039 $30.1M 0.06% -6,991 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,747 shares; 2024Q4: 67,389 shares; 2025Q1: 62,466 shares; 2025Q2: 71,294 shares; 2025Q3: 92,116 shares; 2025Q4: 96,071 shares 96,071 $30M 0.06% +3,955 Timeline JGLO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803,357 shares; 2024Q4: 794,532 shares; 2025Q1: 770,008 shares; 2025Q2: 759,809 shares; 2025Q3: 526,067 shares; 2025Q4: 442,511 shares 442,511 $29.9M 0.06% -83,556 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,769 shares; 2024Q4: 25,414 shares; 2025Q1: 27,366 shares; 2025Q2: 32,716 shares; 2025Q3: 35,279 shares; 2025Q4: 317,089 shares 317,089 $29.7M 0.06% +281,810 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373,679 shares; 2025Q3: 295,779 shares; 2025Q4: 316,205 shares 316,205 $29.7M 0.06% +20,426 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 11,450 shares; 2025Q1: 13,829 shares; 2025Q2: 20,382 shares; 2025Q3: 26,991 shares; 2025Q4: 36,158 shares 36,158 $29.7M 0.06% +9,167 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 2,144 shares; 2025Q1: 603 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 449,638 shares 449,638 $29.5M 0.06% +449,618 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 661,080 shares; 2025Q1: 582,201 shares; 2025Q2: 2,321 shares; 2025Q3: 477,685 shares; 2025Q4: 431,969 shares 431,969 $29.3M 0.06% -45,716 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,205 shares; 2024Q4: 85,456 shares; 2025Q1: 70,518 shares; 2025Q2: 88,599 shares; 2025Q3: 108,294 shares; 2025Q4: 131,041 shares 131,041 $29.3M 0.06% +22,747 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 1,197 shares; 2025Q1: 1,254 shares; 2025Q2: 42,414 shares; 2025Q3: 522,548 shares; 2025Q4: 584,883 shares 584,883 $29.3M 0.06% +62,335 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,958 shares; 2025Q1: 16,553 shares; 2025Q2: 23,851 shares; 2025Q3: 24,560 shares; 2025Q4: 27,200 shares 27,200 $29.1M 0.06% +2,640 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 78,592 shares; 2025Q1: 70,868 shares; 2025Q2: 291,184 shares; 2025Q3: 282,684 shares; 2025Q4: 279,505 shares 279,505 $28.9M 0.06% -3,179 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401,491 shares; 2024Q4: 1,369,681 shares; 2025Q1: 1,331,081 shares; 2025Q2: 1,278,892 shares; 2025Q3: 1,232,545 shares; 2025Q4: 1,059,078 shares 1,059,078 $28.9M 0.06% -173,467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,616 shares; 2024Q4: 63,819 shares; 2025Q1: 84,238 shares; 2025Q2: 102,036 shares; 2025Q3: 117,823 shares; 2025Q4: 118,832 shares 118,832 $28.8M 0.06% +1,009 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074,537 shares; 2025Q4: 1,128,678 shares 1,128,678 $28.8M 0.06% +54,141 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,049 shares; 2024Q4: 744,911 shares; 2025Q1: 822,047 shares; 2025Q2: 913,915 shares; 2025Q3: 1,057,436 shares; 2025Q4: 1,206,990 shares 1,206,990 $28.6M 0.06% +149,554 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,283 shares; 2024Q4: 187,154 shares; 2025Q1: 160,625 shares; 2025Q2: 169,406 shares; 2025Q3: 161,249 shares; 2025Q4: 160,420 shares 160,420 $28.5M 0.06% -829 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,421 shares; 2024Q4: 79,161 shares; 2025Q1: 85,662 shares; 2025Q2: 109,402 shares; 2025Q3: 121,277 shares; 2025Q4: 136,674 shares 136,674 $28.3M 0.06% +15,397 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,003 shares; 2024Q4: 454,267 shares; 2025Q1: 450,651 shares; 2025Q2: 523,748 shares; 2025Q3: 559,288 shares; 2025Q4: 471,035 shares 471,035 $27.8M 0.06% -88,253 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,695 shares; 2024Q4: 183,590 shares; 2025Q1: 196,188 shares; 2025Q2: 211,500 shares; 2025Q3: 216,530 shares; 2025Q4: 178,298 shares 178,298 $27.4M 0.06% -38,232 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,595 shares; 2024Q4: 543,199 shares; 2025Q1: 544,487 shares; 2025Q2: 453,080 shares; 2025Q3: 450,153 shares; 2025Q4: 457,432 shares 457,432 $27.2M 0.06% +7,279 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,659 shares; 2024Q4: 123,516 shares; 2025Q1: 127,059 shares; 2025Q2: 132,373 shares; 2025Q3: 125,642 shares; 2025Q4: 114,359 shares 114,359 $27M 0.06% -11,283 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967,933 shares; 2024Q4: 1,163,819 shares; 2025Q1: 1,312,174 shares; 2025Q2: 2,385,171 shares; 2025Q3: 761,463 shares; 2025Q4: 1,046,163 shares 1,046,163 $26.9M 0.05% +284,700 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,740 shares; 2024Q4: 217,873 shares; 2025Q1: 239,197 shares; 2025Q2: 272,105 shares; 2025Q3: 573,593 shares; 2025Q4: 766,865 shares 766,865 $26.6M 0.05% +193,272 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,628 shares; 2024Q4: 175,944 shares; 2025Q1: 195,421 shares; 2025Q2: 309,901 shares; 2025Q3: 411,673 shares; 2025Q4: 540,905 shares 540,905 $25.8M 0.05% +129,232 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,952 shares; 2024Q4: 69,807 shares; 2025Q1: 78,431 shares; 2025Q2: 107,811 shares; 2025Q3: 141,669 shares; 2025Q4: 355,617 shares 355,617 $25.7M 0.05% +213,948 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,904 shares; 2024Q4: 169,436 shares; 2025Q1: 140,275 shares; 2025Q2: 152,075 shares; 2025Q3: 165,663 shares; 2025Q4: 167,841 shares 167,841 $25.6M 0.05% +2,178 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,537 shares; 2024Q4: 69,434 shares; 2025Q1: 75,987 shares; 2025Q2: 183,000 shares; 2025Q3: 265,518 shares; 2025Q4: 383,601 shares 383,601 $25.5M 0.05% +118,083 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 33,787 shares; 2025Q1: 28,588 shares; 2025Q2: 58,193 shares; 2025Q3: 65,440 shares; 2025Q4: 72,228 shares 72,228 $25.3M 0.05% +6,788 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,729 shares; 2024Q4: 397,511 shares; 2025Q1: 389,348 shares; 2025Q2: 401,301 shares; 2025Q3: 416,710 shares; 2025Q4: 429,939 shares 429,939 $25.2M 0.05% +13,229 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,631 shares; 2024Q4: 42,158 shares; 2025Q1: 51,418 shares; 2025Q2: 53,908 shares; 2025Q3: 100,163 shares; 2025Q4: 124,828 shares 124,828 $24.9M 0.05% +24,665 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,458 shares; 2024Q4: 22,023 shares; 2025Q1: 35,142 shares; 2025Q2: 38,035 shares; 2025Q3: 36,760 shares; 2025Q4: 28,197 shares 28,197 $24.8M 0.05% -8,563 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,782 shares; 2024Q4: 998,447 shares; 2025Q1: 986,131 shares; 2025Q2: 712,151 shares; 2025Q3: 690,282 shares; 2025Q4: 627,917 shares 627,917 $24.8M 0.05% -62,365 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,376 shares; 2024Q4: 140,584 shares; 2025Q1: 151,200 shares; 2025Q2: 188,912 shares; 2025Q3: 367,501 shares; 2025Q4: 556,817 shares 556,817 $24.8M 0.05% +189,316 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,287 shares; 2024Q4: 439,175 shares; 2025Q1: 440,678 shares; 2025Q2: 442,486 shares; 2025Q3: 430,417 shares; 2025Q4: 426,437 shares 426,437 $24.7M 0.05% -3,980 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,509 shares; 2024Q4: 167,652 shares; 2025Q1: 166,972 shares; 2025Q2: 100,423 shares; 2025Q3: 105,319 shares; 2025Q4: 108,043 shares 108,043 $24.7M 0.05% +2,724 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,706 shares; 2024Q4: 212,006 shares; 2025Q1: 206,135 shares; 2025Q2: 254,383 shares; 2025Q3: 274,982 shares; 2025Q4: 286,180 shares 286,180 $24.5M 0.05% +11,198 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,673 shares; 2025Q1: 6,857 shares; 2025Q2: 16,728 shares; 2025Q3: 31,789 shares; 2025Q4: 1,025,288 shares 1,025,288 $24.4M 0.05% +993,499 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,859 shares; 2024Q4: 177,770 shares; 2025Q1: 184,060 shares; 2025Q2: 186,446 shares; 2025Q3: 188,817 shares; 2025Q4: 180,263 shares 180,263 $24.4M 0.05% -8,554 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 11,168 shares; 2025Q1: 108,030 shares; 2025Q2: 114,682 shares; 2025Q3: 125,578 shares; 2025Q4: 131,066 shares 131,066 $24.3M 0.05% +5,488 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,351 shares; 2024Q4: 47,945 shares; 2025Q1: 49,303 shares; 2025Q2: 56,582 shares; 2025Q3: 62,757 shares; 2025Q4: 70,608 shares 70,608 $24.3M 0.05% +7,851 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,181 shares; 2024Q4: 83,413 shares; 2025Q1: 238,779 shares; 2025Q2: 274,467 shares; 2025Q3: 260,398 shares; 2025Q4: 267,915 shares 267,915 $24.3M 0.05% +7,517 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,501 shares; 2024Q4: 657,571 shares; 2025Q1: 640,405 shares; 2025Q2: 591,072 shares; 2025Q3: 583,243 shares; 2025Q4: 569,122 shares 569,122 $24.2M 0.05% -14,121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 92,088 shares; 2025Q1: 69,082 shares; 2025Q2: 403,260 shares; 2025Q3: 344,265 shares; 2025Q4: 304,993 shares 304,993 $24M 0.05% -39,272 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,626 shares; 2024Q4: 352,884 shares; 2025Q1: 328,883 shares; 2025Q2: 180,414 shares; 2025Q3: 273,950 shares; 2025Q4: 349,291 shares 349,291 $23.6M 0.05% +75,341 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,065 shares; 2024Q4: 152,901 shares; 2025Q1: 175,330 shares; 2025Q2: 249,065 shares; 2025Q3: 299,238 shares; 2025Q4: 336,564 shares 336,564 $23.5M 0.05% +37,326 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,431 shares; 2024Q4: 718,159 shares; 2025Q1: 726,980 shares; 2025Q2: 962,942 shares; 2025Q3: 949,160 shares; 2025Q4: 985,400 shares 985,400 $23.5M 0.05% +36,240 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,020 shares; 2024Q4: 142,370 shares; 2025Q1: 158,441 shares; 2025Q2: 181,491 shares; 2025Q3: 181,207 shares; 2025Q4: 186,046 shares 186,046 $23.3M 0.05% +4,839 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,568 shares; 2024Q4: 336,615 shares; 2025Q1: 344,886 shares; 2025Q2: 216,501 shares; 2025Q3: 206,576 shares; 2025Q4: 212,450 shares 212,450 $23.3M 0.05% +5,874 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,405 shares; 2024Q4: 253,624 shares; 2025Q1: 221,832 shares; 2025Q2: 357,329 shares; 2025Q3: 553,703 shares; 2025Q4: 438,711 shares 438,711 $23.2M 0.05% -114,992 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 347,715 shares; 2025Q1: 368,643 shares; 2025Q2: 269,937 shares; 2025Q3: 284,257 shares; 2025Q4: 134,632 shares 134,632 $23M 0.05% -149,625 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,163 shares; 2024Q4: 103,128 shares; 2025Q1: 124,267 shares; 2025Q2: 149,787 shares; 2025Q3: 406,088 shares; 2025Q4: 448,587 shares 448,587 $22.8M 0.05% +42,499 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 32,097 shares; 2025Q1: 13,045 shares; 2025Q2: 34,834 shares; 2025Q3: 42,850 shares; 2025Q4: 67,281 shares 67,281 $22.7M 0.05% +24,431 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,131 shares; 2024Q4: 61,562 shares; 2025Q1: 80,961 shares; 2025Q2: 121,930 shares; 2025Q3: 103,901 shares; 2025Q4: 99,284 shares 99,284 $22.6M 0.05% -4,617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: 14,409 shares; 2025Q1: 17,542 shares; 2025Q2: 21,780 shares; 2025Q3: 50,007 shares; 2025Q4: 62,474 shares 62,474 $22.5M 0.05% +12,467 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,235 shares; 2024Q4: 70,281 shares; 2025Q1: 70,820 shares; 2025Q2: 117,812 shares; 2025Q3: 229,780 shares; 2025Q4: 259,051 shares 259,051 $22.3M 0.05% +29,271 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338,317 shares 338,317 $22.1M 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,792 shares; 2024Q4: 47,959 shares; 2025Q1: 53,252 shares; 2025Q2: 60,054 shares; 2025Q3: 59,944 shares; 2025Q4: 76,839 shares 76,839 $21.9M 0.04% +16,895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,921 shares; 2024Q4: 37,900 shares; 2025Q1: 38,063 shares; 2025Q2: 23,231 shares; 2025Q3: 30,631 shares; 2025Q4: 37,654 shares 37,654 $21.8M 0.04% +7,023 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,666 shares; 2024Q4: 330,537 shares; 2025Q1: 397,501 shares; 2025Q2: 438,545 shares; 2025Q3: 464,548 shares; 2025Q4: 411,115 shares 411,115 $21.7M 0.04% -53,433 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,397 shares; 2024Q4: 45,005 shares; 2025Q1: 55,788 shares; 2025Q2: 65,079 shares; 2025Q3: 148,075 shares; 2025Q4: 212,089 shares 212,089 $21.7M 0.04% +64,014 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,334 shares; 2025Q3: 534,638 shares; 2025Q4: 751,163 shares 751,163 $21.7M 0.04% +216,525 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,979 shares; 2024Q4: 1,003,885 shares; 2025Q1: 838,313 shares; 2025Q2: 1,455,489 shares; 2025Q3: 789,710 shares; 2025Q4: 736,546 shares 736,546 $21.6M 0.04% -53,164 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,375 shares; 2024Q4: 179,583 shares; 2025Q1: 189,597 shares; 2025Q2: 285,816 shares; 2025Q3: 357,172 shares; 2025Q4: 443,668 shares 443,668 $21.5M 0.04% +86,496 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,972 shares; 2024Q4: 272,646 shares; 2025Q1: 275,874 shares; 2025Q2: 267,559 shares; 2025Q3: 243,056 shares; 2025Q4: 239,820 shares 239,820 $21.5M 0.04% -3,236 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 864,186 shares 864,186 $21.4M 0.04% +863,951 Timeline XUDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820,785 shares; 2025Q3: 807,942 shares; 2025Q4: 809,452 shares 809,452 $21.4M 0.04% +1,510 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,406 shares; 2024Q4: 329,404 shares; 2025Q1: 358,976 shares; 2025Q2: 387,350 shares; 2025Q3: 362,301 shares; 2025Q4: 372,882 shares 372,882 $21.4M 0.04% +10,581 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 147,148 shares; 2025Q1: 126,732 shares; 2025Q2: 798,594 shares; 2025Q3: 805,112 shares; 2025Q4: 813,658 shares 813,658 $21.3M 0.04% +8,546 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,702 shares; 2025Q2: 21,624 shares; 2025Q3: 20,374 shares; 2025Q4: 209,468 shares 209,468 $21.3M 0.04% +189,094 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,780 shares; 2024Q4: 56,108 shares; 2025Q1: 61,619 shares; 2025Q2: 97,365 shares; 2025Q3: 124,482 shares; 2025Q4: 148,071 shares 148,071 $21.3M 0.04% +23,589 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 219,473 shares 219,473 $21.2M 0.04% +219,469 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,795 shares; 2024Q4: 75,149 shares; 2025Q1: 101,903 shares; 2025Q2: 277,379 shares; 2025Q3: 363,460 shares; 2025Q4: 432,864 shares 432,864 $21.2M 0.04% +69,404 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,499 shares; 2024Q4: 54,803 shares; 2025Q1: 55,456 shares; 2025Q2: 60,582 shares; 2025Q3: 65,392 shares; 2025Q4: 87,126 shares 87,126 $21M 0.04% +21,734 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,006 shares; 2024Q4: 76,542 shares; 2025Q1: 76,302 shares; 2025Q2: 80,204 shares; 2025Q3: 78,717 shares; 2025Q4: 73,010 shares 73,010 $20.5M 0.04% -5,707 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,994 shares; 2024Q4: 53,691 shares; 2025Q1: 50,816 shares; 2025Q2: 112,750 shares; 2025Q3: 135,236 shares; 2025Q4: 150,877 shares 150,877 $20.5M 0.04% +15,641 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,040 shares; 2025Q1: 8,341 shares; 2025Q2: 680,156 shares; 2025Q3: 790,518 shares; 2025Q4: 832,848 shares 832,848 $20.3M 0.04% +42,330 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,780 shares; 2024Q4: 39,617 shares; 2025Q1: 51,037 shares; 2025Q2: 61,857 shares; 2025Q3: 166,060 shares; 2025Q4: 184,981 shares 184,981 $20.3M 0.04% +18,921 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,866 shares; 2024Q4: 28,374 shares; 2025Q1: 27,535 shares; 2025Q2: 27,598 shares; 2025Q3: 27,894 shares; 2025Q4: 32,917 shares 32,917 $20.2M 0.04% +5,023 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,673 shares; 2024Q4: 266,134 shares; 2025Q1: 277,265 shares; 2025Q2: 282,713 shares; 2025Q3: 506,568 shares; 2025Q4: 564,722 shares 564,722 $20.1M 0.04% +58,154 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,440 shares; 2024Q4: 430,889 shares; 2025Q1: 468,559 shares; 2025Q2: 365,685 shares; 2025Q3: 472,845 shares; 2025Q4: 507,255 shares 507,255 $19.9M 0.04% +34,410 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 152,902 shares; 2025Q1: 175,159 shares; 2025Q2: 332,799 shares; 2025Q3: 421,424 shares; 2025Q4: 513,404 shares 513,404 $19.8M 0.04% +91,980 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,242 shares; 2024Q4: 117,646 shares; 2025Q1: 153,881 shares; 2025Q2: 182,374 shares; 2025Q3: 179,327 shares; 2025Q4: 348,294 shares 348,294 $19.8M 0.04% +168,967 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,201 shares; 2024Q4: 281,320 shares; 2025Q1: 225,966 shares; 2025Q2: 95,264 shares; 2025Q3: 102,040 shares; 2025Q4: 112,817 shares 112,817 $19.6M 0.04% +10,777 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438,534 shares 438,534 $19.5M 0.04% new Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,553 shares; 2024Q4: 443,185 shares; 2025Q1: 449,838 shares; 2025Q2: 469,229 shares; 2025Q3: 480,215 shares; 2025Q4: 503,917 shares 503,917 $19.4M 0.04% +23,702 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 22,944 shares; 2025Q1: 82,693 shares; 2025Q2: 365,502 shares; 2025Q3: 468,513 shares; 2025Q4: 648,845 shares 648,845 $19.1M 0.04% +180,332 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,944 shares; 2024Q4: 211,329 shares; 2025Q1: 153,514 shares; 2025Q2: 139,967 shares; 2025Q3: 146,633 shares; 2025Q4: 159,326 shares 159,326 $19M 0.04% +12,693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,998 shares; 2024Q4: 95,495 shares; 2025Q1: 105,988 shares; 2025Q2: 149,345 shares; 2025Q3: 170,870 shares; 2025Q4: 180,068 shares 180,068 $19M 0.04% +9,198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 15,486 shares; 2025Q1: 29,014 shares; 2025Q2: 40,567 shares; 2025Q3: 73,272 shares; 2025Q4: 73,376 shares 73,376 $19M 0.04% +104 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,304 shares; 2024Q4: 144,277 shares; 2025Q1: 91,208 shares; 2025Q2: 171,939 shares; 2025Q3: 165,106 shares; 2025Q4: 444,776 shares 444,776 $19M 0.04% +279,670 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,992 shares; 2024Q4: 573,668 shares; 2025Q1: 541,253 shares; 2025Q2: 497,297 shares; 2025Q3: 465,116 shares; 2025Q4: 459,887 shares 459,887 $18.8M 0.04% -5,229 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 30,986 shares; 2025Q1: 31,391 shares; 2025Q2: 26,954 shares; 2025Q3: 28,724 shares; 2025Q4: 32,059 shares 32,059 $18.6M 0.04% +3,335 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,110 shares; 2024Q4: 47,449 shares; 2025Q1: 66,692 shares; 2025Q2: 83,232 shares; 2025Q3: 86,597 shares; 2025Q4: 288,666 shares 288,666 $18.6M 0.04% +202,069 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 23,593 shares; 2025Q1: 32,820 shares; 2025Q2: 79,376 shares; 2025Q3: 97,541 shares; 2025Q4: 116,166 shares 116,166 $18.5M 0.04% +18,625 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 20,860 shares; 2025Q1: 19,612 shares; 2025Q2: 20,581 shares; 2025Q3: 21,191 shares; 2025Q4: 20,327 shares 20,327 $18.4M 0.04% -864 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,176 shares; 2024Q4: 166,895 shares; 2025Q1: 157,713 shares; 2025Q2: 154,435 shares; 2025Q3: 176,918 shares; 2025Q4: 174,873 shares 174,873 $18.4M 0.04% -2,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,633 shares; 2024Q4: 33,624 shares; 2025Q1: 21,964 shares; 2025Q2: 25,893 shares; 2025Q3: 27,841 shares; 2025Q4: 29,486 shares 29,486 $18.4M 0.04% +1,645 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,229 shares; 2024Q4: 303,144 shares; 2025Q1: 305,010 shares; 2025Q2: 295,098 shares; 2025Q3: 283,333 shares; 2025Q4: 280,640 shares 280,640 $18.2M 0.04% -2,693 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436,615 shares; 2025Q1: 929,203 shares; 2025Q2: 581,474 shares; 2025Q3: 931,544 shares; 2025Q4: 636,289 shares 636,289 $18.2M 0.04% -295,255 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,877 shares; 2024Q4: 640,202 shares; 2025Q1: 820,717 shares; 2025Q2: 2,028,677 shares; 2025Q3: 2,755,888 shares; 2025Q4: 3,416,144 shares 3,416,144 $18.1M 0.04% +660,256 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,469 shares; 2024Q4: 39,555 shares; 2025Q1: 41,856 shares; 2025Q2: 48,085 shares; 2025Q3: 48,557 shares; 2025Q4: 130,869 shares 130,869 $18M 0.04% +82,312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,340 shares; 2024Q4: 41,877 shares; 2025Q1: 42,678 shares; 2025Q2: 41,886 shares; 2025Q3: 45,150 shares; 2025Q4: 50,705 shares 50,705 $17.9M 0.04% +5,555 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,224 shares; 2024Q4: 57,192 shares; 2025Q1: 58,251 shares; 2025Q2: 70,279 shares; 2025Q3: 69,032 shares; 2025Q4: 71,373 shares 71,373 $17.9M 0.04% +2,341 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,417 shares; 2024Q4: 382,260 shares; 2025Q1: 383,602 shares; 2025Q2: 386,617 shares; 2025Q3: 377,979 shares; 2025Q4: 382,581 shares 382,581 $17.9M 0.04% +4,602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177,364 shares; 2024Q4: 296,870 shares; 2025Q1: 57,090 shares; 2025Q2: 127,417 shares; 2025Q3: 156,118 shares; 2025Q4: 144,683 shares 144,683 $17.8M 0.04% -11,435 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,762 shares; 2024Q4: 126,933 shares; 2025Q1: 163,135 shares; 2025Q2: 170,774 shares; 2025Q3: 149,149 shares; 2025Q4: 648,775 shares 648,775 $17.6M 0.04% +499,626 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,643 shares; 2024Q4: 259,371 shares; 2025Q1: 94,347 shares; 2025Q2: 80,105 shares; 2025Q3: 214,298 shares; 2025Q4: 178,326 shares 178,326 $17.6M 0.04% -35,972 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,506 shares; 2024Q4: 185,543 shares; 2025Q1: 181,849 shares; 2025Q2: 201,809 shares; 2025Q3: 205,497 shares; 2025Q4: 217,311 shares 217,311 $17.4M 0.04% +11,814 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 72,035 shares; 2025Q1: 53,720 shares; 2025Q2: 313,826 shares; 2025Q3: 340,441 shares; 2025Q4: 346,623 shares 346,623 $17.4M 0.04% +6,182 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,929 shares; 2024Q4: 121,229 shares; 2025Q1: 131,203 shares; 2025Q2: 149,419 shares; 2025Q3: 133,503 shares; 2025Q4: 140,650 shares 140,650 $17.3M 0.04% +7,147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,863 shares; 2024Q4: 61,730 shares; 2025Q1: 61,054 shares; 2025Q2: 61,476 shares; 2025Q3: 49,364 shares; 2025Q4: 43,422 shares 43,422 $17.2M 0.04% -5,942 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 7,000 shares; 2025Q1: 27,552 shares; 2025Q2: 83,508 shares; 2025Q3: 102,712 shares; 2025Q4: 227,506 shares 227,506 $17.2M 0.04% +124,794 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,357 shares; 2024Q4: 362,601 shares; 2025Q1: 376,043 shares; 2025Q2: 386,442 shares; 2025Q3: 392,923 shares; 2025Q4: 398,294 shares 398,294 $17M 0.03% +5,371 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678,751 shares 678,751 $17M 0.03% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,070 shares; 2024Q4: 68,073 shares; 2025Q1: 69,072 shares; 2025Q2: 45,535 shares; 2025Q3: 48,812 shares; 2025Q4: 55,322 shares 55,322 $16.9M 0.03% +6,510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,647 shares; 2024Q4: 17,849 shares; 2025Q1: 18,357 shares; 2025Q2: 25,615 shares; 2025Q3: 25,499 shares; 2025Q4: 29,519 shares 29,519 $16.8M 0.03% +4,020 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,773 shares; 2024Q4: 18,802 shares; 2025Q1: 19,614 shares; 2025Q2: 7,209 shares; 2025Q3: 8,133 shares; 2025Q4: 29,334 shares 29,334 $16.8M 0.03% +21,201 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262,679 shares; 2025Q4: 445,950 shares 445,950 $16.8M 0.03% +183,271 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,637 shares; 2024Q4: 13,422 shares; 2025Q1: 18,328 shares; 2025Q2: 19,406 shares; 2025Q3: 21,870 shares; 2025Q4: 24,485 shares 24,485 $16.5M 0.03% +2,615 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,533 shares; 2024Q4: 406,869 shares; 2025Q1: 403,652 shares; 2025Q2: 337,654 shares; 2025Q3: 335,038 shares; 2025Q4: 341,608 shares 341,608 $16.5M 0.03% +6,570 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,895 shares; 2024Q4: 120,478 shares; 2025Q1: 122,680 shares; 2025Q2: 189,400 shares; 2025Q3: 230,532 shares; 2025Q4: 177,985 shares 177,985 $16.5M 0.03% -52,547 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,056 shares; 2024Q4: 254,196 shares; 2025Q1: 47,250 shares; 2025Q2: 60,925 shares; 2025Q3: 61,809 shares; 2025Q4: 59,699 shares 59,699 $16.4M 0.03% -2,110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,842 shares; 2024Q4: 137,792 shares; 2025Q1: 148,464 shares; 2025Q2: 159,187 shares; 2025Q3: 161,148 shares; 2025Q4: 169,089 shares 169,089 $16.4M 0.03% +7,941 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,481 shares; 2024Q4: 17,762 shares; 2025Q1: 23,849 shares; 2025Q2: 24,111 shares; 2025Q3: 79,089 shares; 2025Q4: 101,090 shares 101,090 $16.4M 0.03% +22,001 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,228 shares; 2024Q4: 157,527 shares; 2025Q1: 161,877 shares; 2025Q2: 89,260 shares; 2025Q3: 89,040 shares; 2025Q4: 88,878 shares 88,878 $16.4M 0.03% -162 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,475 shares 246,475 $16.1M 0.03% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,402 shares; 2024Q4: 819,108 shares; 2025Q1: 811,999 shares; 2025Q2: 845,138 shares; 2025Q3: 839,836 shares; 2025Q4: 852,381 shares 852,381 $16.1M 0.03% +12,545 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,561 shares; 2024Q4: 57,955 shares; 2025Q1: 77,428 shares; 2025Q2: 79,417 shares; 2025Q3: 68,316 shares; 2025Q4: 78,139 shares 78,139 $16.1M 0.03% +9,823 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 21,079 shares; 2025Q1: 22,279 shares; 2025Q2: 38,737 shares; 2025Q3: 46,332 shares; 2025Q4: 54,241 shares 54,241 $16.1M 0.03% +7,909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,121 shares; 2024Q4: 126,058 shares; 2025Q1: 124,509 shares; 2025Q2: 129,904 shares; 2025Q3: 128,059 shares; 2025Q4: 152,199 shares 152,199 $16M 0.03% +24,140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 126,794 shares; 2025Q1: 151,234 shares; 2025Q2: 381,378 shares; 2025Q3: 445,023 shares; 2025Q4: 552,967 shares 552,967 $15.9M 0.03% +107,944 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,766 shares; 2024Q4: 883,971 shares; 2025Q1: 825,070 shares; 2025Q2: 1,037,313 shares; 2025Q3: 184,561 shares; 2025Q4: 163,859 shares 163,859 $15.6M 0.03% -20,702 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 14,770 shares; 2025Q1: 19,785 shares; 2025Q2: 75,767 shares; 2025Q3: 92,914 shares; 2025Q4: 88,821 shares 88,821 $15.6M 0.03% -4,093 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,657 shares; 2024Q4: 57,808 shares; 2025Q1: 59,241 shares; 2025Q2: 62,280 shares; 2025Q3: 55,979 shares; 2025Q4: 54,235 shares 54,235 $15.6M 0.03% -1,744 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,349 shares; 2024Q4: 61,659 shares; 2025Q1: 61,514 shares; 2025Q2: 60,891 shares; 2025Q3: 62,884 shares; 2025Q4: 63,618 shares 63,618 $15.5M 0.03% +734 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 26,028 shares; 2025Q1: 36,470 shares; 2025Q2: 77,879 shares; 2025Q3: 102,270 shares; 2025Q4: 121,623 shares 121,623 $15.4M 0.03% +19,353 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 563,943 shares 563,943 $15.4M 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,478 shares; 2024Q4: 40,688 shares; 2025Q1: 43,008 shares; 2025Q2: 46,896 shares; 2025Q3: 50,973 shares; 2025Q4: 51,667 shares 51,667 $15.3M 0.03% +694 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,918 shares; 2024Q4: 33,265 shares; 2025Q1: 37,861 shares; 2025Q2: 42,513 shares; 2025Q3: 45,430 shares; 2025Q4: 48,032 shares 48,032 $15.3M 0.03% +2,602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,598 shares; 2024Q4: 91,833 shares; 2025Q1: 114,733 shares; 2025Q2: 204,210 shares; 2025Q3: 266,870 shares; 2025Q4: 307,386 shares 307,386 $15.1M 0.03% +40,516 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 172 shares; 2025Q1: 135 shares; 2025Q2: 618 shares; 2025Q3: 152,430 shares; 2025Q4: 184,410 shares 184,410 $15.1M 0.03% +31,980 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,960 shares; 2024Q4: 572,057 shares; 2025Q1: 594,906 shares; 2025Q2: 638,136 shares; 2025Q3: 620,473 shares; 2025Q4: 415,353 shares 415,353 $15.1M 0.03% -205,120 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,215 shares; 2025Q1: 33,522 shares; 2025Q2: 201,488 shares; 2025Q3: 206,385 shares; 2025Q4: 213,277 shares 213,277 $15M 0.03% +6,892 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,862 shares; 2024Q4: 35,897 shares; 2025Q1: 37,484 shares; 2025Q2: 44,391 shares; 2025Q3: 61,194 shares; 2025Q4: 64,774 shares 64,774 $15M 0.03% +3,580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 635 shares; 2025Q1: 116,431 shares; 2025Q2: 134,558 shares; 2025Q3: 146,573 shares; 2025Q4: 132,448 shares 132,448 $15M 0.03% -14,125 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,516 shares; 2024Q4: 47,832 shares; 2025Q1: 29,831 shares; 2025Q2: 33,049 shares; 2025Q3: 32,150 shares; 2025Q4: 32,152 shares 32,152 $15M 0.03% +2 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,423 shares; 2024Q4: 17,482 shares; 2025Q1: 93,687 shares; 2025Q2: 114,638 shares; 2025Q3: 321,988 shares; 2025Q4: 604,349 shares 604,349 $14.9M 0.03% +282,361 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 2,489 shares; 2025Q1: 5,973 shares; 2025Q2: 189,122 shares; 2025Q3: 329,046 shares; 2025Q4: 572,025 shares 572,025 $14.8M 0.03% +242,979 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 13,695 shares; 2025Q1: 17,939 shares; 2025Q2: 34,304 shares; 2025Q3: 198,255 shares; 2025Q4: 232,433 shares 232,433 $14.8M 0.03% +34,178 Timeline JPHY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,374 shares 289,374 $14.6M 0.03% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,632 shares; 2024Q4: 74,793 shares; 2025Q1: 83,876 shares; 2025Q2: 107,202 shares; 2025Q3: 110,317 shares; 2025Q4: 87,011 shares 87,011 $14.6M 0.03% -23,306 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,923 shares; 2024Q4: 24,858 shares; 2025Q1: 29,928 shares; 2025Q2: 35,583 shares; 2025Q3: 103,358 shares; 2025Q4: 140,427 shares 140,427 $14.5M 0.03% +37,069 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 38,262 shares; 2025Q1: 47,304 shares; 2025Q2: 84,158 shares; 2025Q3: 107,894 shares; 2025Q4: 123,669 shares 123,669 $14.5M 0.03% +15,775 Timeline XIDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434,656 shares; 2025Q3: 424,247 shares; 2025Q4: 424,202 shares 424,202 $14.4M 0.03% -45 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,188 shares; 2024Q4: 265,851 shares; 2025Q1: 258,444 shares; 2025Q2: 280,704 shares; 2025Q3: 279,149 shares; 2025Q4: 274,055 shares 274,055 $14.4M 0.03% -5,094 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 7,428 shares; 2025Q1: 64,832 shares; 2025Q2: 142,115 shares; 2025Q3: 198,075 shares; 2025Q4: 203,188 shares 203,188 $14.1M 0.03% +5,113 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,864 shares; 2024Q4: 896,718 shares; 2025Q1: 1,008,475 shares; 2025Q2: 1,033,002 shares; 2025Q3: 1,080,843 shares; 2025Q4: 1,174,976 shares 1,174,976 $13.9M 0.03% +94,133 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,113 shares; 2024Q4: 35,894 shares; 2025Q1: 36,746 shares; 2025Q2: 38,069 shares; 2025Q3: 40,134 shares; 2025Q4: 42,383 shares 42,383 $13.9M 0.03% +2,249 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030,747 shares; 2024Q4: 875,908 shares; 2025Q1: 891,359 shares; 2025Q2: 826,550 shares; 2025Q3: 885,485 shares; 2025Q4: 174,322 shares 174,322 $13.9M 0.03% -711,163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,124 shares; 2024Q4: 32,199 shares; 2025Q1: 35,002 shares; 2025Q2: 34,097 shares; 2025Q3: 37,048 shares; 2025Q4: 36,224 shares 36,224 $13.9M 0.03% -824 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,637 shares; 2024Q4: 300,303 shares; 2025Q1: 531,851 shares; 2025Q2: 543,562 shares; 2025Q3: 545,983 shares; 2025Q4: 539,558 shares 539,558 $13.7M 0.03% -6,425 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 861 shares; 2025Q3: 195,477 shares; 2025Q4: 105,417 shares 105,417 $13.6M 0.03% -90,060 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 416,586 shares; 2025Q1: 427,225 shares; 2025Q2: 615,292 shares; 2025Q3: 570,477 shares; 2025Q4: 198,427 shares 198,427 $13.6M 0.03% -372,050 Timeline FTCB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,578 shares; 2025Q1: 357,086 shares; 2025Q2: 477,195 shares; 2025Q3: 522,527 shares; 2025Q4: 634,428 shares 634,428 $13.5M 0.03% +111,901 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,620 shares; 2024Q4: 454,052 shares; 2025Q1: 434,142 shares; 2025Q2: 308,092 shares; 2025Q3: 294,634 shares; 2025Q4: 286,305 shares 286,305 $13.4M 0.03% -8,329 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,403 shares; 2024Q4: 280,311 shares; 2025Q1: 1,470,783 shares; 2025Q2: 409,431 shares; 2025Q3: 483,559 shares; 2025Q4: 272,273 shares 272,273 $13.1M 0.03% -211,286 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,752 shares; 2024Q4: 105,475 shares; 2025Q1: 146,079 shares; 2025Q2: 193,688 shares; 2025Q3: 219,976 shares; 2025Q4: 252,229 shares 252,229 $13.1M 0.03% +32,253 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,799 shares; 2024Q4: 31,241 shares; 2025Q1: 34,494 shares; 2025Q2: 39,962 shares; 2025Q3: 42,926 shares; 2025Q4: 48,489 shares 48,489 $13.1M 0.03% +5,563 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,152 shares; 2024Q4: 107,785 shares; 2025Q1: 149,431 shares; 2025Q2: 198,308 shares; 2025Q3: 222,995 shares; 2025Q4: 254,747 shares 254,747 $13M 0.03% +31,752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,319 shares; 2024Q4: 42,410 shares; 2025Q1: 46,848 shares; 2025Q2: 53,863 shares; 2025Q3: 54,036 shares; 2025Q4: 61,478 shares 61,478 $13M 0.03% +7,442 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,680 shares; 2024Q4: 424,399 shares; 2025Q1: 432,306 shares; 2025Q2: 422,637 shares; 2025Q3: 346,630 shares; 2025Q4: 357,651 shares 357,651 $13M 0.03% +11,021 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,876 shares; 2024Q4: 111,208 shares; 2025Q1: 154,885 shares; 2025Q2: 206,645 shares; 2025Q3: 233,334 shares; 2025Q4: 264,638 shares 264,638 $13M 0.03% +31,304 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,253 shares; 2024Q4: 104,831 shares; 2025Q1: 145,428 shares; 2025Q2: 192,968 shares; 2025Q3: 217,152 shares; 2025Q4: 251,276 shares 251,276 $13M 0.03% +34,124 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,842 shares; 2024Q4: 97,322 shares; 2025Q1: 134,239 shares; 2025Q2: 176,409 shares; 2025Q3: 198,738 shares; 2025Q4: 228,734 shares 228,734 $13M 0.03% +29,996 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,545 shares; 2024Q4: 99,229 shares; 2025Q1: 137,011 shares; 2025Q2: 180,587 shares; 2025Q3: 200,936 shares; 2025Q4: 231,595 shares 231,595 $12.9M 0.03% +30,659 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 6,188 shares; 2025Q1: 13,969 shares; 2025Q2: 22,550 shares; 2025Q3: 34,655 shares; 2025Q4: 37,723 shares 37,723 $12.9M 0.03% +3,068 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,148 shares; 2024Q4: 102,050 shares; 2025Q1: 141,069 shares; 2025Q2: 184,560 shares; 2025Q3: 208,902 shares; 2025Q4: 242,038 shares 242,038 $12.9M 0.03% +33,136 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,992 shares; 2024Q4: 99,898 shares; 2025Q1: 138,849 shares; 2025Q2: 184,272 shares; 2025Q3: 207,278 shares; 2025Q4: 235,755 shares 235,755 $12.9M 0.03% +28,477 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,662 shares; 2024Q4: 93,725 shares; 2025Q1: 129,824 shares; 2025Q2: 171,555 shares; 2025Q3: 195,346 shares; 2025Q4: 226,500 shares 226,500 $12.9M 0.03% +31,154 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,636 shares; 2024Q4: 103,315 shares; 2025Q1: 143,086 shares; 2025Q2: 188,985 shares; 2025Q3: 211,633 shares; 2025Q4: 243,858 shares 243,858 $12.9M 0.03% +32,225 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 1,173 shares; 2025Q1: 5,489 shares; 2025Q2: 50,530 shares; 2025Q3: 73,703 shares; 2025Q4: 80,501 shares 80,501 $12.9M 0.03% +6,798 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,679 shares; 2024Q4: 111,940 shares; 2025Q1: 154,556 shares; 2025Q2: 205,324 shares; 2025Q3: 233,611 shares; 2025Q4: 271,438 shares 271,438 $12.9M 0.03% +37,827 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,198 shares; 2024Q4: 116,637 shares; 2025Q1: 160,835 shares; 2025Q2: 216,720 shares; 2025Q3: 248,017 shares; 2025Q4: 289,348 shares 289,348 $12.9M 0.03% +41,331 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,033 shares; 2024Q4: 737,007 shares; 2025Q1: 733,155 shares; 2025Q2: 663,973 shares; 2025Q3: 625,180 shares; 2025Q4: 644,486 shares 644,486 $12.8M 0.03% +19,306 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,041 shares; 2024Q4: 63,525 shares; 2025Q1: 34,148 shares; 2025Q2: 76,913 shares; 2025Q3: 80,300 shares; 2025Q4: 79,670 shares 79,670 $12.8M 0.03% -630 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,538 shares; 2024Q4: 458,258 shares; 2025Q1: 504,685 shares; 2025Q2: 570,731 shares; 2025Q3: 498,450 shares; 2025Q4: 342,270 shares 342,270 $12.7M 0.03% -156,180 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,544 shares; 2024Q4: 178,606 shares; 2025Q1: 288,659 shares; 2025Q2: 300,420 shares; 2025Q3: 312,103 shares; 2025Q4: 305,580 shares 305,580 $12.6M 0.03% -6,523 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475,988 shares 475,988 $12.6M 0.03% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 360,647 shares 360,647 $12.6M 0.03% +359,627 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,249 shares; 2024Q4: 46,710 shares; 2025Q1: 46,397 shares; 2025Q2: 49,579 shares; 2025Q3: 51,083 shares; 2025Q4: 60,155 shares 60,155 $12.5M 0.03% +9,072 Timeline FTGS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,856 shares; 2024Q4: 443,822 shares; 2025Q1: 360,244 shares; 2025Q2: 408,466 shares; 2025Q3: 334,312 shares; 2025Q4: 354,154 shares 354,154 $12.5M 0.03% +19,842 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 106 shares; 2025Q2: 43 shares; 2025Q3: 49 shares; 2025Q4: 74,029 shares 74,029 $12.5M 0.03% +73,980 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 21,348 shares; 2025Q1: 246,430 shares; 2025Q2: 273,341 shares; 2025Q3: 295,836 shares; 2025Q4: 323,424 shares 323,424 $12.5M 0.03% +27,588 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,430 shares; 2024Q4: 145,564 shares; 2025Q1: 149,189 shares; 2025Q2: 168,596 shares; 2025Q3: 149,352 shares; 2025Q4: 167,682 shares 167,682 $12.4M 0.03% +18,330 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 18,048 shares; 2025Q1: 25,536 shares; 2025Q2: 27,663 shares; 2025Q3: 26,057 shares; 2025Q4: 24,261 shares 24,261 $12.4M 0.03% -1,796 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 95,833 shares; 2025Q1: 110,988 shares; 2025Q2: 277,347 shares; 2025Q3: 350,326 shares; 2025Q4: 396,808 shares 396,808 $12.2M 0.02% +46,482 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,911 shares; 2024Q4: 143,234 shares; 2025Q1: 131,815 shares; 2025Q2: 149,046 shares; 2025Q3: 152,698 shares; 2025Q4: 153,132 shares 153,132 $12.2M 0.02% +434 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,805 shares; 2024Q4: 106,063 shares; 2025Q1: 107,009 shares; 2025Q2: 131,282 shares; 2025Q3: 138,191 shares; 2025Q4: 141,002 shares 141,002 $12.1M 0.02% +2,811 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,410 shares; 2024Q4: 29,105 shares; 2025Q1: 37,848 shares; 2025Q2: 491,502 shares; 2025Q3: 518,617 shares; 2025Q4: 519,456 shares 519,456 $12.1M 0.02% +839 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,882 shares; 2024Q4: 449,130 shares; 2025Q1: 427,623 shares; 2025Q2: 217,499 shares; 2025Q3: 241,924 shares; 2025Q4: 237,396 shares 237,396 $12.1M 0.02% -4,528 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 225 shares; 2025Q1: 293 shares; 2025Q2: 33,995 shares; 2025Q3: 36,278 shares; 2025Q4: 38,927 shares 38,927 $12.1M 0.02% +2,649 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 30,719 shares; 2025Q1: 35,707 shares; 2025Q2: 48,246 shares; 2025Q3: 50,992 shares; 2025Q4: 61,113 shares 61,113 $12M 0.02% +10,121 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,355 shares; 2025Q1: 227,085 shares; 2025Q2: 283,808 shares; 2025Q3: 294,726 shares; 2025Q4: 307,494 shares 307,494 $12M 0.02% +12,768 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,625 shares; 2024Q4: 122,276 shares; 2025Q1: 101,663 shares; 2025Q2: 99,518 shares; 2025Q3: 103,195 shares; 2025Q4: 104,380 shares 104,380 $12M 0.02% +1,185 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,706 shares; 2025Q1: 2,292 shares; 2025Q2: 74,017 shares; 2025Q3: 96,599 shares; 2025Q4: 161,277 shares 161,277 $11.9M 0.02% +64,678 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,697 shares; 2025Q4: 309,536 shares 309,536 $11.8M 0.02% +87,839 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 7,802 shares; 2025Q1: 10,921 shares; 2025Q2: 22,995 shares; 2025Q3: 29,689 shares; 2025Q4: 34,470 shares 34,470 $11.7M 0.02% +4,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,279 shares; 2025Q2: 44,404 shares; 2025Q3: 40,461 shares; 2025Q4: 234,645 shares 234,645 $11.7M 0.02% +194,184 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 9,533 shares; 2025Q1: 9,973 shares; 2025Q2: 10,569 shares; 2025Q3: 12,068 shares; 2025Q4: 259,489 shares 259,489 $11.6M 0.02% +247,421 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,869 shares; 2024Q4: 94,847 shares; 2025Q1: 105,831 shares; 2025Q2: 110,885 shares; 2025Q3: 115,995 shares; 2025Q4: 118,923 shares 118,923 $11.6M 0.02% +2,928 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,836 shares; 2024Q4: 90,846 shares; 2025Q1: 100,343 shares; 2025Q2: 157,038 shares; 2025Q3: 196,866 shares; 2025Q4: 215,669 shares 215,669 $11.5M 0.02% +18,803 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,542 shares; 2024Q4: 86,164 shares; 2025Q1: 97,377 shares; 2025Q2: 118,695 shares; 2025Q3: 137,379 shares; 2025Q4: 148,901 shares 148,901 $11.5M 0.02% +11,522 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,967 shares; 2025Q4: 412,773 shares 412,773 $11.2M 0.02% +133,806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,064 shares; 2024Q4: 32,017 shares; 2025Q1: 32,630 shares; 2025Q2: 35,804 shares; 2025Q3: 36,417 shares; 2025Q4: 39,070 shares 39,070 $11.1M 0.02% +2,653 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 795 shares; 2025Q1: 1,319 shares; 2025Q2: 1,204 shares; 2025Q3: 1,002 shares; 2025Q4: 743,150 shares 743,150 $11.1M 0.02% +742,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 9,270 shares; 2025Q1: 14,104 shares; 2025Q2: 16,605 shares; 2025Q3: 19,359 shares; 2025Q4: 16,967 shares 16,967 $11.1M 0.02% -2,392 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,079 shares; 2024Q4: 103,399 shares; 2025Q1: 117,389 shares; 2025Q2: 110,833 shares; 2025Q3: 113,831 shares; 2025Q4: 149,546 shares 149,546 $11.1M 0.02% +35,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,234 shares; 2024Q4: 70,304 shares; 2025Q1: 41,621 shares; 2025Q2: 47,464 shares; 2025Q3: 49,406 shares; 2025Q4: 48,101 shares 48,101 $11M 0.02% -1,305 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,611 shares; 2024Q4: 54,734 shares; 2025Q1: 56,138 shares; 2025Q2: 62,363 shares; 2025Q3: 62,164 shares; 2025Q4: 56,233 shares 56,233 $11M 0.02% -5,931 Timeline AVEM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 284 shares; 2025Q2: 374 shares; 2025Q3: 105,324 shares; 2025Q4: 142,523 shares 142,523 $11M 0.02% +37,199 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,519 shares; 2024Q4: 143,209 shares; 2025Q1: 153,240 shares; 2025Q2: 175,071 shares; 2025Q3: 180,418 shares; 2025Q4: 168,550 shares 168,550 $11M 0.02% -11,868 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,442 shares; 2024Q4: 89,632 shares; 2025Q1: 93,404 shares; 2025Q2: 86,079 shares; 2025Q3: 83,108 shares; 2025Q4: 72,668 shares 72,668 $10.9M 0.02% -10,440 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 10,636 shares; 2025Q1: 4,476 shares; 2025Q2: 7,385 shares; 2025Q3: 55,295 shares; 2025Q4: 15,929 shares 15,929 $10.9M 0.02% -39,366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,552 shares; 2024Q4: 81,102 shares; 2025Q1: 78,735 shares; 2025Q2: 70,791 shares; 2025Q3: 53,489 shares; 2025Q4: 51,847 shares 51,847 $10.8M 0.02% -1,642 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,159 shares; 2024Q4: 148,496 shares; 2025Q1: 58,723 shares; 2025Q2: 113,746 shares; 2025Q3: 163,424 shares; 2025Q4: 208,743 shares 208,743 $10.8M 0.02% +45,319 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,311 shares; 2024Q4: 97,405 shares; 2025Q1: 108,696 shares; 2025Q2: 165,229 shares; 2025Q3: 97,251 shares; 2025Q4: 123,939 shares 123,939 $10.8M 0.02% +26,688 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,692 shares; 2024Q4: 65,158 shares; 2025Q1: 84,867 shares; 2025Q2: 92,642 shares; 2025Q3: 75,444 shares; 2025Q4: 54,287 shares 54,287 $10.8M 0.02% -21,157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,024 shares; 2024Q4: 1,210,155 shares; 2025Q1: 1,281,631 shares; 2025Q2: 393,771 shares; 2025Q3: 380,789 shares; 2025Q4: 391,544 shares 391,544 $10.7M 0.02% +10,755 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,641 shares; 2024Q4: 92,508 shares; 2025Q1: 90,160 shares; 2025Q2: 88,886 shares; 2025Q3: 94,894 shares; 2025Q4: 100,308 shares 100,308 $10.7M 0.02% +5,414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 9,125 shares; 2025Q1: 22,525 shares; 2025Q2: 29,842 shares; 2025Q3: 32,364 shares; 2025Q4: 32,946 shares 32,946 $10.7M 0.02% +582 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,927 shares; 2024Q4: 83,875 shares; 2025Q1: 70,850 shares; 2025Q2: 90,775 shares; 2025Q3: 118,128 shares; 2025Q4: 130,798 shares 130,798 $10.6M 0.02% +12,670 Timeline FSIG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,768 shares; 2024Q4: 497,244 shares; 2025Q1: 473,279 shares; 2025Q2: 500,517 shares; 2025Q3: 538,616 shares; 2025Q4: 552,196 shares 552,196 $10.6M 0.02% +13,580 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,893 shares; 2025Q3: 229,386 shares; 2025Q4: 330,667 shares 330,667 $10.6M 0.02% +101,281 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 7,712 shares; 2025Q1: 6,891 shares; 2025Q2: 8,279 shares; 2025Q3: 9,475 shares; 2025Q4: 47,092 shares 47,092 $10.5M 0.02% +37,617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,693 shares; 2024Q4: 55,453 shares; 2025Q1: 44,116 shares; 2025Q2: 46,225 shares; 2025Q3: 153,954 shares; 2025Q4: 174,289 shares 174,289 $10.5M 0.02% +20,335 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,760 shares; 2024Q4: 200,964 shares; 2025Q1: 201,755 shares; 2025Q2: 214,649 shares; 2025Q3: 387,420 shares; 2025Q4: 217,752 shares 217,752 $10.5M 0.02% -169,668 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 18,768 shares; 2025Q1: 18,839 shares; 2025Q2: 30,185 shares; 2025Q3: 35,136 shares; 2025Q4: 39,784 shares 39,784 $10.4M 0.02% +4,648 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,165 shares; 2024Q4: 57,339 shares; 2025Q1: 67,469 shares; 2025Q2: 72,133 shares; 2025Q3: 79,350 shares; 2025Q4: 81,385 shares 81,385 $10.4M 0.02% +2,035 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 13,917 shares; 2025Q1: 16,098 shares; 2025Q2: 41,478 shares; 2025Q3: 54,544 shares; 2025Q4: 70,295 shares 70,295 $10.3M 0.02% +15,751 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,962 shares; 2025Q1: 13,036 shares; 2025Q2: 22,804 shares; 2025Q3: 20,835 shares; 2025Q4: 26,022 shares 26,022 $10.3M 0.02% +5,187 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,182 shares; 2024Q4: 65,472 shares; 2025Q1: 68,658 shares; 2025Q2: 75,398 shares; 2025Q3: 76,737 shares; 2025Q4: 66,478 shares 66,478 $10.2M 0.02% -10,259 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 46,130 shares; 2025Q1: 43,679 shares; 2025Q2: 36,755 shares; 2025Q3: 42,243 shares; 2025Q4: 44,544 shares 44,544 $10.2M 0.02% +2,301 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,417 shares; 2024Q4: 205,207 shares; 2025Q1: 202,745 shares; 2025Q2: 196,387 shares; 2025Q3: 212,336 shares; 2025Q4: 222,029 shares 222,029 $10.2M 0.02% +9,693 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,141 shares; 2024Q4: 210,211 shares; 2025Q1: 196,431 shares; 2025Q2: 150,683 shares; 2025Q3: 146,637 shares; 2025Q4: 147,088 shares 147,088 $10.2M 0.02% +451 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,738 shares; 2024Q4: 104,946 shares; 2025Q1: 114,456 shares; 2025Q2: 125,556 shares; 2025Q3: 121,149 shares; 2025Q4: 110,754 shares 110,754 $10.2M 0.02% -10,395 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,810 shares; 2024Q4: 176,464 shares; 2025Q1: 179,088 shares; 2025Q2: 198,114 shares; 2025Q3: 115,613 shares; 2025Q4: 106,409 shares 106,409 $10.1M 0.02% -9,204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 9,936 shares; 2025Q1: 9,873 shares; 2025Q2: 11,431 shares; 2025Q3: 11,398 shares; 2025Q4: 21,548 shares 21,548 $10.1M 0.02% +10,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,384 shares; 2024Q4: 79,534 shares; 2025Q1: 83,252 shares; 2025Q2: 99,271 shares; 2025Q3: 80,669 shares; 2025Q4: 78,453 shares 78,453 $10M 0.02% -2,216 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 12,528 shares; 2025Q1: 8,016 shares; 2025Q2: 29,971 shares; 2025Q3: 35,264 shares; 2025Q4: 41,144 shares 41,144 $10M 0.02% +5,880 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 652 shares; 2025Q1: 960 shares; 2025Q2: 7,279 shares; 2025Q3: 7,898 shares; 2025Q4: 93,778 shares 93,778 $9.99M 0.02% +85,880 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 7,910 shares; 2025Q1: 9,152 shares; 2025Q2: 21,175 shares; 2025Q3: 28,808 shares; 2025Q4: 32,765 shares 32,765 $9.93M 0.02% +3,957 Timeline JIVE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,006 shares; 2025Q4: 121,691 shares 121,691 $9.77M 0.02% +17,685 Timeline