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: 3,137,110 shares; 2024Q4: 3,426,869 shares; 2025Q1: 3,677,320 shares; 2025Q2: 3,878,929 shares; 2025Q3: 3,985,784 shares; 2025Q4: 4,095,469 shares 4,095,469 $2.81B 5.34% +109,685 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: 16,431,983 shares; 2024Q4: 18,947,484 shares; 2025Q1: 20,681,837 shares; 2025Q2: 24,996,434 shares; 2025Q3: 28,540,802 shares; 2025Q4: 30,166,421 shares 30,166,421 $1.88B 3.58% +1,625,619 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: 4,934,005 shares; 2024Q4: 5,169,675 shares; 2025Q1: 6,117,842 shares; 2025Q2: 6,126,289 shares; 2025Q3: 6,157,714 shares; 2025Q4: 6,554,107 shares 6,554,107 $1.78B 3.39% +396,393 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: 8,465,842 shares; 2024Q4: 9,232,624 shares; 2025Q1: 10,240,707 shares; 2025Q2: 10,742,829 shares; 2025Q3: 17,024,325 shares; 2025Q4: 17,964,759 shares 17,964,759 $1.49B 2.83% +940,434 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: 2,030,931 shares; 2024Q4: 2,123,871 shares; 2025Q1: 2,570,584 shares; 2025Q2: 2,562,617 shares; 2025Q3: 2,598,199 shares; 2025Q4: 2,770,608 shares 2,770,608 $1.34B 2.55% +172,409 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: 5,331,460 shares; 2024Q4: 5,506,158 shares; 2025Q1: 5,644,755 shares; 2025Q2: 5,865,616 shares; 2025Q3: 6,230,066 shares; 2025Q4: 6,385,243 shares 6,385,243 $1.22B 2.32% +155,177 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: 4,410,072 shares; 2024Q4: 4,825,403 shares; 2025Q1: 5,402,716 shares; 2025Q2: 5,577,843 shares; 2025Q3: 6,001,163 shares; 2025Q4: 6,338,378 shares 6,338,378 $1.18B 2.25% +337,215 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: 640,256 shares; 2024Q4: 635,640 shares; 2025Q1: 653,179 shares; 2025Q2: 6,045,597 shares; 2025Q3: 8,334,604 shares; 2025Q4: 10,749,069 shares 10,749,069 $910M 1.73% +2,414,465 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: 1,960,325 shares; 2024Q4: 2,072,908 shares; 2025Q1: 2,269,430 shares; 2025Q2: 2,447,861 shares; 2025Q3: 2,552,469 shares; 2025Q4: 2,594,348 shares 2,594,348 $812M 1.54% +41,879 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: 1,109,489 shares; 2024Q4: 1,024,940 shares; 2025Q1: 1,067,483 shares; 2025Q2: 1,176,167 shares; 2025Q3: 1,189,249 shares; 2025Q4: 1,208,818 shares 1,208,818 $758M 1.44% +19,569 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: 2,647,641 shares; 2024Q4: 3,232,702 shares; 2025Q1: 3,508,588 shares; 2025Q2: 3,650,688 shares; 2025Q3: 5,643,321 shares; 2025Q4: 5,924,603 shares 5,924,603 $707M 1.34% +281,282 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: 1,942,941 shares; 2024Q4: 2,121,899 shares; 2025Q1: 2,259,038 shares; 2025Q2: 2,388,456 shares; 2025Q3: 2,513,129 shares; 2025Q4: 2,644,075 shares 2,644,075 $682M 1.3% +130,946 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: 6,017,769 shares; 2024Q4: 6,915,494 shares; 2025Q1: 7,553,370 shares; 2025Q2: 8,141,336 shares; 2025Q3: 8,519,766 shares; 2025Q4: 9,541,588 shares 9,541,588 $641M 1.22% +1,021,822 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: 1,231,708 shares; 2024Q4: 1,208,562 shares; 2025Q1: 1,435,333 shares; 2025Q2: 1,486,447 shares; 2025Q3: 1,466,591 shares; 2025Q4: 1,310,572 shares 1,310,572 $639M 1.22% -156,019 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: 1,842,976 shares; 2024Q4: 2,017,114 shares; 2025Q1: 2,257,780 shares; 2025Q2: 2,351,562 shares; 2025Q3: 2,402,486 shares; 2025Q4: 2,711,564 shares 2,711,564 $626M 1.19% +309,078 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: 5,207,707 shares; 2024Q4: 6,027,285 shares; 2025Q1: 7,685,672 shares; 2025Q2: 8,191,211 shares; 2025Q3: 5,401,273 shares; 2025Q4: 6,051,425 shares 6,051,425 $604M 1.15% +650,152 Timeline FNDX 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: 4,641,312 shares; 2024Q4: 14,941,376 shares; 2025Q1: 15,532,802 shares; 2025Q2: 16,304,295 shares; 2025Q3: 17,023,084 shares; 2025Q4: 21,393,347 shares 21,393,347 $582M 1.11% +4,370,263 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: 8,563,295 shares; 2024Q4: 8,364,669 shares; 2025Q1: 9,495,964 shares; 2025Q2: 9,991,736 shares; 2025Q3: 5,114,591 shares; 2025Q4: 5,781,000 shares 5,781,000 $556M 1.06% +666,409 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: 1,050,646 shares; 2024Q4: 1,029,156 shares; 2025Q1: 1,069,378 shares; 2025Q2: 766,197 shares; 2025Q3: 744,273 shares; 2025Q4: 797,143 shares 797,143 $544M 1.03% +52,870 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: 786,770 shares; 2024Q4: 2,263,618 shares; 2025Q1: 17,815,938 shares; 2025Q2: 18,210,850 shares; 2025Q3: 18,482,949 shares; 2025Q4: 19,522,489 shares 19,522,489 $525M 1% +1,039,540 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: 3,489,698 shares; 2024Q4: 3,853,794 shares; 2025Q1: 5,035,112 shares; 2025Q2: 5,383,445 shares; 2025Q3: 5,902,832 shares; 2025Q4: 6,289,692 shares 6,289,692 $496M 0.94% +386,860 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594,858 shares; 2024Q4: 1,637,452 shares; 2025Q1: 1,653,306 shares; 2025Q2: 1,668,738 shares; 2025Q3: 1,596,147 shares; 2025Q4: 1,063,914 shares 1,063,914 $439M 0.84% -532,233 Timeline IWB 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: 952,195 shares; 2024Q4: 936,323 shares; 2025Q1: 1,185,789 shares; 2025Q2: 1,173,874 shares; 2025Q3: 1,168,590 shares; 2025Q4: 1,164,954 shares 1,164,954 $435M 0.83% -3,636 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: 1,025,690 shares; 2024Q4: 1,108,219 shares; 2025Q1: 1,061,987 shares; 2025Q2: 1,133,446 shares; 2025Q3: 1,240,479 shares; 2025Q4: 1,236,730 shares 1,236,730 $428M 0.81% -3,749 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: 718,545 shares; 2024Q4: 720,467 shares; 2025Q1: 742,118 shares; 2025Q2: 759,573 shares; 2025Q3: 760,924 shares; 2025Q4: 839,990 shares 839,990 $422M 0.8% +79,066 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,969,793 shares; 2024Q4: 3,172,304 shares; 2025Q1: 3,371,599 shares; 2025Q2: 3,634,474 shares; 2025Q3: 3,730,483 shares; 2025Q4: 3,917,245 shares 3,917,245 $364M 0.69% +186,762 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: 4,847,514 shares; 2024Q4: 5,093,878 shares; 2025Q1: 6,273,301 shares; 2025Q2: 6,963,911 shares; 2025Q3: 7,079,067 shares; 2025Q4: 7,196,392 shares 7,196,392 $362M 0.69% +117,325 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: 3,288,671 shares; 2024Q4: 3,394,322 shares; 2025Q1: 3,290,409 shares; 2025Q2: 5,777,775 shares; 2025Q3: 3,808,482 shares; 2025Q4: 3,942,405 shares 3,942,405 $360M 0.69% +133,923 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: 1,228,865 shares; 2024Q4: 1,295,297 shares; 2025Q1: 1,384,976 shares; 2025Q2: 1,436,527 shares; 2025Q3: 1,474,836 shares; 2025Q4: 1,487,949 shares 1,487,949 $340M 0.65% +13,113 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: 674,113 shares; 2024Q4: 687,112 shares; 2025Q1: 854,821 shares; 2025Q2: 868,631 shares; 2025Q3: 867,374 shares; 2025Q4: 1,052,266 shares 1,052,266 $330M 0.63% +184,892 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: 389,165 shares; 2024Q4: 411,870 shares; 2025Q1: 530,761 shares; 2025Q2: 541,639 shares; 2025Q3: 555,527 shares; 2025Q4: 560,288 shares 560,288 $320M 0.61% +4,761 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: 446,447 shares; 2024Q4: 481,382 shares; 2025Q1: 509,677 shares; 2025Q2: 541,196 shares; 2025Q3: 545,182 shares; 2025Q4: 484,342 shares 484,342 $320M 0.61% -60,840 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: 734,375 shares; 2024Q4: 755,654 shares; 2025Q1: 858,155 shares; 2025Q2: 860,562 shares; 2025Q3: 871,509 shares; 2025Q4: 875,280 shares 875,280 $282M 0.54% +3,771 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,174 shares; 2024Q4: 1,035,805 shares; 2025Q1: 1,168,349 shares; 2025Q2: 1,217,884 shares; 2025Q3: 1,210,404 shares; 2025Q4: 1,205,106 shares 1,205,106 $265M 0.5% -5,298 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: 604,652 shares; 2024Q4: 602,972 shares; 2025Q1: 666,306 shares; 2025Q2: 693,095 shares; 2025Q3: 699,064 shares; 2025Q4: 789,011 shares 789,011 $265M 0.5% +89,947 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: 1,548,368 shares; 2024Q4: 1,693,990 shares; 2025Q1: 1,752,227 shares; 2025Q2: 1,136,586 shares; 2025Q3: 1,224,488 shares; 2025Q4: 1,236,013 shares 1,236,013 $262M 0.5% +11,525 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: 1,719,191 shares; 2024Q4: 1,738,518 shares; 2025Q1: 1,794,179 shares; 2025Q2: 1,809,441 shares; 2025Q3: 1,809,931 shares; 2025Q4: 1,896,507 shares 1,896,507 $260M 0.5% +86,576 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: 2,747,270 shares; 2024Q4: 2,932,031 shares; 2025Q1: 3,975,661 shares; 2025Q2: 4,205,973 shares; 2025Q3: 4,562,020 shares; 2025Q4: 4,838,714 shares 4,838,714 $256M 0.49% +276,694 Timeline JBND 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: 4,181,869 shares; 2025Q4: 4,623,078 shares 4,623,078 $250M 0.48% +441,209 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: 190,322 shares; 2024Q4: 182,543 shares; 2025Q1: 366,423 shares; 2025Q2: 381,092 shares; 2025Q3: 380,218 shares; 2025Q4: 435,995 shares 435,995 $240M 0.46% +55,777 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: 1,680,699 shares; 2024Q4: 1,776,970 shares; 2025Q1: 1,827,055 shares; 2025Q2: 1,878,626 shares; 2025Q3: 1,908,126 shares; 2025Q4: 1,936,138 shares 1,936,138 $238M 0.45% +28,012 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: 270,560 shares; 2024Q4: 276,936 shares; 2025Q1: 530,935 shares; 2025Q2: 568,306 shares; 2025Q3: 578,855 shares; 2025Q4: 664,101 shares 664,101 $233M 0.44% +85,246 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: 1,744,365 shares; 2024Q4: 1,801,458 shares; 2025Q1: 1,857,336 shares; 2025Q2: 2,277,509 shares; 2025Q3: 2,444,241 shares; 2025Q4: 2,563,633 shares 2,563,633 $231M 0.44% +119,392 Timeline ITOT 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: 273,147 shares; 2024Q4: 272,008 shares; 2025Q1: 279,591 shares; 2025Q2: 283,483 shares; 2025Q3: 281,865 shares; 2025Q4: 1,506,277 shares 1,506,277 $224M 0.43% +1,224,412 Timeline IWF 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: 440,843 shares; 2024Q4: 428,283 shares; 2025Q1: 433,886 shares; 2025Q2: 476,161 shares; 2025Q3: 466,706 shares; 2025Q4: 466,486 shares 466,486 $221M 0.42% -220 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: 1,084,013 shares; 2024Q4: 1,158,508 shares; 2025Q1: 1,235,960 shares; 2025Q2: 1,257,834 shares; 2025Q3: 1,323,101 shares; 2025Q4: 1,371,010 shares 1,371,010 $209M 0.4% +47,909 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528,110 shares; 2024Q4: 3,753,977 shares; 2025Q1: 4,066,419 shares; 2025Q2: 4,268,785 shares; 2025Q3: 4,792,936 shares; 2025Q4: 5,169,200 shares 5,169,200 $205M 0.39% +376,264 Timeline SGOV 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: 1,045,570 shares; 2024Q4: 1,028,484 shares; 2025Q1: 1,373,968 shares; 2025Q2: 1,781,074 shares; 2025Q3: 1,847,500 shares; 2025Q4: 2,007,142 shares 2,007,142 $201M 0.38% +159,642 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: 664,330 shares; 2024Q4: 610,972 shares; 2025Q1: 651,676 shares; 2025Q2: 763,228 shares; 2025Q3: 779,138 shares; 2025Q4: 1,161,390 shares 1,161,390 $199M 0.38% +382,252 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: 1,433,952 shares; 2024Q4: 1,465,529 shares; 2025Q1: 1,523,426 shares; 2025Q2: 1,528,105 shares; 2025Q3: 1,600,238 shares; 2025Q4: 1,632,385 shares 1,632,385 $196M 0.37% +32,147 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: 2,182,410 shares; 2024Q4: 2,281,729 shares; 2025Q1: 2,434,632 shares; 2025Q2: 2,413,902 shares; 2025Q3: 2,399,841 shares; 2025Q4: 2,410,855 shares 2,410,855 $196M 0.37% +11,014 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: 1,879,518 shares; 2024Q4: 1,879,270 shares; 2025Q1: 1,934,659 shares; 2025Q2: 2,374,354 shares; 2025Q3: 2,453,654 shares; 2025Q4: 2,517,777 shares 2,517,777 $194M 0.37% +64,123 Timeline SCHI 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: 11,761 shares; 2024Q4: 26,796 shares; 2025Q1: 6,330,372 shares; 2025Q2: 7,243,804 shares; 2025Q3: 7,464,403 shares; 2025Q4: 7,834,234 shares 7,834,234 $180M 0.34% +369,831 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: 214,539 shares; 2024Q4: 201,498 shares; 2025Q1: 173,951 shares; 2025Q2: 171,331 shares; 2025Q3: 168,352 shares; 2025Q4: 165,789 shares 165,789 $178M 0.34% -2,563 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: 1,102,540 shares; 2024Q4: 1,101,004 shares; 2025Q1: 1,170,029 shares; 2025Q2: 1,224,274 shares; 2025Q3: 1,238,450 shares; 2025Q4: 1,665,219 shares 1,665,219 $175M 0.33% +426,769 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109,411 shares; 2024Q4: 2,441,580 shares; 2025Q1: 2,482,360 shares; 2025Q2: 2,743,113 shares; 2025Q3: 2,791,849 shares; 2025Q4: 2,782,775 shares 2,782,775 $174M 0.33% -9,074 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: 113,198 shares; 2024Q4: 1,159,951 shares; 2025Q1: 1,184,678 shares; 2025Q2: 1,222,223 shares; 2025Q3: 1,243,904 shares; 2025Q4: 998,116 shares 998,116 $171M 0.32% -245,788 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,729 shares; 2024Q4: 817,902 shares; 2025Q1: 828,509 shares; 2025Q2: 828,549 shares; 2025Q3: 841,287 shares; 2025Q4: 839,433 shares 839,433 $170M 0.32% -1,854 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: 775,484 shares; 2024Q4: 738,650 shares; 2025Q1: 683,791 shares; 2025Q2: 661,136 shares; 2025Q3: 611,939 shares; 2025Q4: 1,153,365 shares 1,153,365 $166M 0.32% +541,426 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: 583,626 shares; 2024Q4: 594,379 shares; 2025Q1: 454,597 shares; 2025Q2: 458,470 shares; 2025Q3: 485,703 shares; 2025Q4: 498,265 shares 498,265 $163M 0.31% +12,562 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: 2,620,205 shares; 2024Q4: 2,729,982 shares; 2025Q1: 2,822,844 shares; 2025Q2: 2,899,176 shares; 2025Q3: 2,868,785 shares; 2025Q4: 2,935,796 shares 2,935,796 $161M 0.31% +67,011 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: 136,363 shares; 2024Q4: 140,860 shares; 2025Q1: 173,626 shares; 2025Q2: 177,051 shares; 2025Q3: 175,140 shares; 2025Q4: 186,667 shares 186,667 $161M 0.31% +11,527 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: 17,441 shares; 2024Q4: 23,665 shares; 2025Q1: 206,857 shares; 2025Q2: 209,731 shares; 2025Q3: 576,395 shares; 2025Q4: 655,644 shares 655,644 $159M 0.3% +79,249 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: 1,841,774 shares; 2024Q4: 1,883,036 shares; 2025Q1: 1,909,354 shares; 2025Q2: 2,028,672 shares; 2025Q3: 2,062,619 shares; 2025Q4: 2,140,987 shares 2,140,987 $157M 0.3% +78,368 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: 620,661 shares; 2024Q4: 645,402 shares; 2025Q1: 662,261 shares; 2025Q2: 818,776 shares; 2025Q3: 847,122 shares; 2025Q4: 874,376 shares 874,376 $156M 0.3% +27,254 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,764 shares; 2024Q4: 449,123 shares; 2025Q1: 621,101 shares; 2025Q2: 2,611,073 shares; 2025Q3: 3,162,371 shares; 2025Q4: 3,399,322 shares 3,399,322 $154M 0.29% +236,951 Timeline IJH 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: 1,669,891 shares; 2024Q4: 1,650,622 shares; 2025Q1: 2,223,498 shares; 2025Q2: 2,214,611 shares; 2025Q3: 2,237,996 shares; 2025Q4: 2,327,527 shares 2,327,527 $154M 0.29% +89,531 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 16,653 shares; 2025Q1: 431,637 shares; 2025Q2: 521,946 shares; 2025Q3: 552,929 shares; 2025Q4: 558,732 shares 558,732 $153M 0.29% +5,803 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: 474,365 shares; 2024Q4: 507,662 shares; 2025Q1: 532,189 shares; 2025Q2: 568,575 shares; 2025Q3: 567,770 shares; 2025Q4: 505,404 shares 505,404 $150M 0.28% -62,366 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,505 shares; 2024Q4: 78,500 shares; 2025Q1: 1,544,893 shares; 2025Q2: 1,614,643 shares; 2025Q3: 3,197,538 shares; 2025Q4: 3,256,162 shares 3,256,162 $149M 0.28% +58,624 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: 560,891 shares; 2024Q4: 564,640 shares; 2025Q1: 577,893 shares; 2025Q2: 603,385 shares; 2025Q3: 604,702 shares; 2025Q4: 608,084 shares 608,084 $147M 0.28% +3,382 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: 303,028 shares; 2024Q4: 305,957 shares; 2025Q1: 303,387 shares; 2025Q2: 303,135 shares; 2025Q3: 305,705 shares; 2025Q4: 295,794 shares 295,794 $138M 0.26% -9,911 Timeline SUB 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: 1,212,348 shares; 2024Q4: 1,285,605 shares; 2025Q1: 1,319,670 shares; 2025Q2: 1,418,214 shares; 2025Q3: 1,224,596 shares; 2025Q4: 1,252,435 shares 1,252,435 $134M 0.25% +27,839 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,036 shares; 2024Q4: 52,372 shares; 2025Q1: 387,870 shares; 2025Q2: 389,104 shares; 2025Q3: 390,480 shares; 2025Q4: 396,514 shares 396,514 $134M 0.25% +6,034 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: 1,048,318 shares; 2024Q4: 1,136,181 shares; 2025Q1: 1,216,314 shares; 2025Q2: 1,358,342 shares; 2025Q3: 1,204,010 shares; 2025Q4: 1,217,656 shares 1,217,656 $130M 0.25% +13,646 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: 1,027,052 shares; 2024Q4: 1,064,188 shares; 2025Q1: 1,112,720 shares; 2025Q2: 1,115,678 shares; 2025Q3: 1,147,470 shares; 2025Q4: 1,170,601 shares 1,170,601 $130M 0.25% +23,131 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: 538,727 shares; 2024Q4: 533,600 shares; 2025Q1: 607,120 shares; 2025Q2: 608,661 shares; 2025Q3: 613,036 shares; 2025Q4: 629,513 shares 629,513 $130M 0.25% +16,477 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: 1,044,221 shares; 2024Q4: 1,102,255 shares; 2025Q1: 1,128,706 shares; 2025Q2: 1,156,864 shares; 2025Q3: 1,160,650 shares; 2025Q4: 1,171,112 shares 1,171,112 $129M 0.25% +10,462 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: 777,242 shares; 2024Q4: 825,817 shares; 2025Q1: 875,398 shares; 2025Q2: 841,454 shares; 2025Q3: 2,885,250 shares; 2025Q4: 4,309,342 shares 4,309,342 $129M 0.24% +1,424,092 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: 377,627 shares; 2024Q4: 790,820 shares; 2025Q1: 849,958 shares; 2025Q2: 875,010 shares; 2025Q3: 702,861 shares; 2025Q4: 693,266 shares 693,266 $128M 0.24% -9,595 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: 957,696 shares; 2024Q4: 996,970 shares; 2025Q1: 979,525 shares; 2025Q2: 993,607 shares; 2025Q3: 1,061,377 shares; 2025Q4: 1,077,664 shares 1,077,664 $126M 0.24% +16,287 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: 935,171 shares; 2024Q4: 1,002,019 shares; 2025Q1: 1,008,784 shares; 2025Q2: 1,048,220 shares; 2025Q3: 1,055,042 shares; 2025Q4: 1,075,968 shares 1,075,968 $126M 0.24% +20,926 Timeline EFA 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: 1,257,145 shares; 2024Q4: 1,220,076 shares; 2025Q1: 1,341,403 shares; 2025Q2: 1,284,860 shares; 2025Q3: 1,296,376 shares; 2025Q4: 1,298,571 shares 1,298,571 $125M 0.24% +2,195 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: 1,335,771 shares; 2024Q4: 1,441,526 shares; 2025Q1: 1,380,012 shares; 2025Q2: 1,401,091 shares; 2025Q3: 1,424,960 shares; 2025Q4: 1,377,266 shares 1,377,266 $123M 0.23% -47,694 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 780 shares; 2025Q1: 77,514 shares; 2025Q2: 78,822 shares; 2025Q3: 73,347 shares; 2025Q4: 71,218 shares 71,218 $120M 0.23% -2,129 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 9,995 shares; 2025Q1: 7,352 shares; 2025Q2: 2,576,169 shares; 2025Q3: 2,863,933 shares; 2025Q4: 3,191,444 shares 3,191,444 $119M 0.23% +327,511 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 7,879,641 shares 7,879,641 $118M 0.22% new 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: 720,088 shares; 2024Q4: 728,193 shares; 2025Q1: 780,612 shares; 2025Q2: 791,471 shares; 2025Q3: 798,012 shares; 2025Q4: 820,249 shares 820,249 $118M 0.22% +22,237 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,537 shares; 2024Q4: 443,340 shares; 2025Q1: 480,329 shares; 2025Q2: 510,058 shares; 2025Q3: 537,623 shares; 2025Q4: 480,058 shares 480,058 $116M 0.22% -57,565 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184,315 shares; 2024Q4: 9,575,089 shares; 2025Q1: 10,176,075 shares; 2025Q2: 4,611,782 shares; 2025Q3: 4,052,836 shares; 2025Q4: 3,883,153 shares 3,883,153 $115M 0.22% -169,683 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,077 shares; 2024Q4: 56,186 shares; 2025Q1: 819,906 shares; 2025Q2: 816,418 shares; 2025Q3: 827,600 shares; 2025Q4: 829,732 shares 829,732 $112M 0.21% +2,132 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: 1,141,005 shares; 2024Q4: 3,320,913 shares; 2025Q1: 3,385,610 shares; 2025Q2: 3,396,843 shares; 2025Q3: 3,387,483 shares; 2025Q4: 4,236,900 shares 4,236,900 $111M 0.21% +849,417 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: 25,587 shares; 2024Q4: 2,864,267 shares; 2025Q1: 38,395 shares; 2025Q2: 49,630 shares; 2025Q3: 68,111 shares; 2025Q4: 4,760,988 shares 4,760,988 $110M 0.21% +4,692,877 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,702 shares; 2024Q4: 210,119 shares; 2025Q1: 225,236 shares; 2025Q2: 225,661 shares; 2025Q3: 222,099 shares; 2025Q4: 226,544 shares 226,544 $110M 0.21% +4,445 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: 2,300,401 shares; 2024Q4: 1,585,381 shares; 2025Q1: 1,564,857 shares; 2025Q2: 1,546,372 shares; 2025Q3: 1,525,895 shares; 2025Q4: 1,558,129 shares 1,558,129 $109M 0.21% +32,234 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: 115,690 shares; 2024Q4: 123,488 shares; 2025Q1: 112,145 shares; 2025Q2: 107,265 shares; 2025Q3: 110,691 shares; 2025Q4: 1,142,511 shares 1,142,511 $107M 0.2% +1,031,820 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676,070 shares; 2024Q4: 2,306,023 shares; 2025Q1: 3,144,387 shares; 2025Q2: 3,342,999 shares; 2025Q3: 3,567,636 shares; 2025Q4: 4,072,260 shares 4,072,260 $107M 0.2% +504,624 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463,446 shares; 2024Q4: 1,511,323 shares; 2025Q1: 1,425,797 shares; 2025Q2: 1,369,256 shares; 2025Q3: 1,380,583 shares; 2025Q4: 1,403,628 shares 1,403,628 $106M 0.2% +23,045 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: 741,708 shares; 2024Q4: 737,025 shares; 2025Q1: 861,169 shares; 2025Q2: 838,783 shares; 2025Q3: 843,456 shares; 2025Q4: 860,161 shares 860,161 $103M 0.2% +16,705 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,967 shares; 2024Q4: 722,782 shares; 2025Q1: 1,054,238 shares; 2025Q2: 1,135,167 shares; 2025Q3: 1,220,171 shares; 2025Q4: 1,240,395 shares 1,240,395 $103M 0.2% +20,224 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: 425,445 shares; 2024Q4: 426,665 shares; 2025Q1: 457,782 shares; 2025Q2: 553,934 shares; 2025Q3: 577,594 shares; 2025Q4: 561,068 shares 561,068 $99.7M 0.19% -16,526 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160,704 shares; 2024Q4: 2,150,062 shares; 2025Q1: 2,123,241 shares; 2025Q2: 2,137,497 shares; 2025Q3: 2,130,180 shares; 2025Q4: 2,097,527 shares 2,097,527 $97.1M 0.18% -32,653 Timeline IWV 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: 244,475 shares; 2024Q4: 237,306 shares; 2025Q1: 299,027 shares; 2025Q2: 226,273 shares; 2025Q3: 224,940 shares; 2025Q4: 250,978 shares 250,978 $97.1M 0.18% +26,038 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: 414,085 shares; 2024Q4: 393,897 shares; 2025Q1: 389,968 shares; 2025Q2: 343,668 shares; 2025Q3: 335,840 shares; 2025Q4: 331,262 shares 331,262 $96.1M 0.18% -4,578 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,357 shares; 2024Q4: 28,066 shares; 2025Q1: 13,600 shares; 2025Q2: 512,784 shares; 2025Q3: 645,652 shares; 2025Q4: 674,977 shares 674,977 $96M 0.18% +29,325 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: 291,314 shares; 2024Q4: 285,630 shares; 2025Q1: 271,708 shares; 2025Q2: 272,362 shares; 2025Q3: 270,855 shares; 2025Q4: 2,898,200 shares 2,898,200 $94.9M 0.18% +2,627,345 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: 805,581 shares; 2024Q4: 806,070 shares; 2025Q1: 804,552 shares; 2025Q2: 806,377 shares; 2025Q3: 811,350 shares; 2025Q4: 812,125 shares 812,125 $94.3M 0.18% +775 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: 536,182 shares; 2024Q4: 508,664 shares; 2025Q1: 539,161 shares; 2025Q2: 535,580 shares; 2025Q3: 554,798 shares; 2025Q4: 654,947 shares 654,947 $94M 0.18% +100,149 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 5,587 shares; 2025Q1: 126,596 shares; 2025Q2: 130,988 shares; 2025Q3: 296,937 shares; 2025Q4: 293,650 shares 293,650 $93.9M 0.18% -3,287 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,303 shares; 2024Q4: 159,205 shares; 2025Q1: 169,965 shares; 2025Q2: 176,010 shares; 2025Q3: 185,851 shares; 2025Q4: 190,397 shares 190,397 $93.4M 0.18% +4,546 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: 248,805 shares; 2024Q4: 249,646 shares; 2025Q1: 268,389 shares; 2025Q2: 245,266 shares; 2025Q3: 230,333 shares; 2025Q4: 233,380 shares 233,380 $92.5M 0.18% +3,047 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: 243,769 shares; 2024Q4: 251,065 shares; 2025Q1: 306,310 shares; 2025Q2: 279,699 shares; 2025Q3: 277,927 shares; 2025Q4: 267,636 shares 267,636 $92.1M 0.18% -10,291 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,012 shares; 2024Q4: 23,934 shares; 2025Q1: 407,913 shares; 2025Q2: 405,397 shares; 2025Q3: 407,023 shares; 2025Q4: 408,361 shares 408,361 $91.1M 0.17% +1,338 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: 148,372 shares; 2024Q4: 135,199 shares; 2025Q1: 2,096,551 shares; 2025Q2: 2,084,585 shares; 2025Q3: 2,067,037 shares; 2025Q4: 2,320,462 shares 2,320,462 $90.8M 0.17% +253,425 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 11,712 shares; 2025Q1: 12,629 shares; 2025Q2: 15,212 shares; 2025Q3: 22,634 shares; 2025Q4: 673,730 shares 673,730 $89.5M 0.17% +651,096 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,786 shares; 2024Q4: 374,864 shares; 2025Q1: 391,153 shares; 2025Q2: 402,550 shares; 2025Q3: 407,239 shares; 2025Q4: 410,016 shares 410,016 $87.8M 0.17% +2,777 Timeline IWD 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: 371,589 shares; 2024Q4: 370,305 shares; 2025Q1: 368,369 shares; 2025Q2: 427,355 shares; 2025Q3: 420,538 shares; 2025Q4: 414,312 shares 414,312 $87.1M 0.17% -6,226 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: 665,042 shares; 2024Q4: 771,537 shares; 2025Q1: 791,317 shares; 2025Q2: 834,591 shares; 2025Q3: 829,865 shares; 2025Q4: 929,038 shares 929,038 $86.6M 0.16% +99,173 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277,485 shares; 2024Q4: 2,447,510 shares; 2025Q1: 2,430,562 shares; 2025Q2: 2,453,340 shares; 2025Q3: 2,460,899 shares; 2025Q4: 2,544,917 shares 2,544,917 $84M 0.16% +84,018 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: 315,874 shares; 2024Q4: 612,634 shares; 2025Q1: 1,453,160 shares; 2025Q2: 1,484,067 shares; 2025Q3: 1,478,814 shares; 2025Q4: 1,512,549 shares 1,512,549 $82.8M 0.16% +33,735 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: 148,832 shares; 2024Q4: 148,761 shares; 2025Q1: 156,119 shares; 2025Q2: 155,696 shares; 2025Q3: 159,906 shares; 2025Q4: 223,040 shares 223,040 $82.5M 0.16% +63,134 Timeline IWM 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: 264,750 shares; 2024Q4: 254,711 shares; 2025Q1: 323,203 shares; 2025Q2: 324,160 shares; 2025Q3: 319,897 shares; 2025Q4: 331,937 shares 331,937 $81.7M 0.16% +12,040 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: 1,412,507 shares; 2024Q4: 1,413,619 shares; 2025Q1: 6,216,821 shares; 2025Q2: 4,274,436 shares; 2025Q3: 4,237,347 shares; 2025Q4: 3,278,074 shares 3,278,074 $81.6M 0.16% -959,273 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: 129,353 shares; 2024Q4: 132,193 shares; 2025Q1: 135,012 shares; 2025Q2: 132,226 shares; 2025Q3: 134,088 shares; 2025Q4: 141,582 shares 141,582 $81.1M 0.15% +7,494 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,155 shares; 2024Q4: 55,425 shares; 2025Q1: 164,187 shares; 2025Q2: 163,335 shares; 2025Q3: 165,107 shares; 2025Q4: 167,038 shares 167,038 $80.3M 0.15% +1,931 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: 405,565 shares; 2024Q4: 406,894 shares; 2025Q1: 428,247 shares; 2025Q2: 409,396 shares; 2025Q3: 406,933 shares; 2025Q4: 403,748 shares 403,748 $80.2M 0.15% -3,185 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: 215,927 shares; 2024Q4: 226,395 shares; 2025Q1: 239,994 shares; 2025Q2: 250,952 shares; 2025Q3: 263,710 shares; 2025Q4: 268,963 shares 268,963 $79.6M 0.15% +5,253 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,032 shares; 2024Q4: 542,601 shares; 2025Q1: 580,522 shares; 2025Q2: 620,600 shares; 2025Q3: 642,777 shares; 2025Q4: 654,830 shares 654,830 $79M 0.15% +12,053 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,260 shares; 2024Q4: 223,577 shares; 2025Q1: 246,166 shares; 2025Q2: 246,168 shares; 2025Q3: 244,490 shares; 2025Q4: 247,164 shares 247,164 $77.8M 0.15% +2,674 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: 1,171,229 shares 1,171,229 $76.6M 0.15% new 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: 25,571 shares; 2024Q4: 29,448 shares; 2025Q1: 229,009 shares; 2025Q2: 241,131 shares; 2025Q3: 239,813 shares; 2025Q4: 229,571 shares 229,571 $74.4M 0.14% -10,242 Timeline MEAR 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: 284,052 shares; 2025Q2: 584,589 shares; 2025Q3: 1,258,796 shares; 2025Q4: 1,470,159 shares 1,470,159 $74M 0.14% +211,363 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: 273,052 shares; 2024Q4: 299,275 shares; 2025Q1: 152,024 shares; 2025Q2: 146,910 shares; 2025Q3: 154,093 shares; 2025Q4: 162,489 shares 162,489 $73.1M 0.14% +8,396 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: 807,709 shares; 2024Q4: 836,620 shares; 2025Q1: 421,564 shares; 2025Q2: 417,368 shares; 2025Q3: 410,685 shares; 2025Q4: 374,256 shares 374,256 $72.9M 0.14% -36,429 Timeline BILZ 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: 10,663 shares; 2024Q4: 91,453 shares; 2025Q1: 261,690 shares; 2025Q2: 438,843 shares; 2025Q3: 637,108 shares; 2025Q4: 715,422 shares 715,422 $72.1M 0.14% +78,314 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: 1,532,985 shares; 2024Q4: 1,599,262 shares; 2025Q1: 1,710,475 shares; 2025Q2: 1,828,484 shares; 2025Q3: 1,803,311 shares; 2025Q4: 1,768,853 shares 1,768,853 $71.2M 0.14% -34,458 Timeline IBDR 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: 692,020 shares; 2024Q4: 886,426 shares; 2025Q1: 1,171,737 shares; 2025Q2: 1,406,620 shares; 2025Q3: 1,498,487 shares; 2025Q4: 2,917,315 shares 2,917,315 $70.7M 0.13% +1,418,828 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 18,519 shares; 2025Q1: 19,313 shares; 2025Q2: 20,074 shares; 2025Q3: 20,885 shares; 2025Q4: 20,627 shares 20,627 $70M 0.13% -258 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: 911,396 shares; 2024Q4: 768,634 shares; 2025Q1: 802,897 shares; 2025Q2: 765,468 shares; 2025Q3: 760,024 shares; 2025Q4: 735,946 shares 735,946 $69.3M 0.13% -24,078 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: 179,945 shares; 2024Q4: 180,399 shares; 2025Q1: 177,121 shares; 2025Q2: 175,309 shares; 2025Q3: 157,584 shares; 2025Q4: 932,281 shares 932,281 $69.1M 0.13% +774,697 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: 1,261,120 shares; 2024Q4: 1,170,473 shares; 2025Q1: 1,216,843 shares; 2025Q2: 1,259,850 shares; 2025Q3: 1,265,324 shares; 2025Q4: 1,278,622 shares 1,278,622 $68.7M 0.13% +13,298 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: 311,285 shares; 2024Q4: 320,108 shares; 2025Q1: 348,445 shares; 2025Q2: 353,007 shares; 2025Q3: 350,354 shares; 2025Q4: 447,262 shares 447,262 $68.7M 0.13% +96,908 Timeline DGRW 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: 56,910 shares; 2024Q4: 58,253 shares; 2025Q1: 837,112 shares; 2025Q2: 737,052 shares; 2025Q3: 752,541 shares; 2025Q4: 762,520 shares 762,520 $68.2M 0.13% +9,979 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: 44,067 shares; 2024Q4: 48,258 shares; 2025Q1: 56,523 shares; 2025Q2: 68,870 shares; 2025Q3: 72,160 shares; 2025Q4: 77,508 shares 77,508 $68.1M 0.13% +5,348 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 9,496 shares; 2025Q1: 8,312 shares; 2025Q2: 1,008,623 shares; 2025Q3: 1,154,815 shares; 2025Q4: 1,157,714 shares 1,157,714 $67.6M 0.13% +2,899 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,089 shares; 2024Q4: 43,248 shares; 2025Q1: 978,973 shares; 2025Q2: 958,384 shares; 2025Q3: 953,454 shares; 2025Q4: 948,168 shares 948,168 $66.5M 0.13% -5,286 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,537 shares; 2024Q4: 19,342 shares; 2025Q1: 27,437 shares; 2025Q2: 771,534 shares; 2025Q3: 842,106 shares; 2025Q4: 1,030,365 shares 1,030,365 $66.3M 0.13% +188,259 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: 73,405 shares; 2024Q4: 72,403 shares; 2025Q1: 99,588 shares; 2025Q2: 94,351 shares; 2025Q3: 97,887 shares; 2025Q4: 316,950 shares 316,950 $66.3M 0.13% +219,063 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,797 shares; 2024Q4: 1,209,743 shares; 2025Q1: 1,513,515 shares; 2025Q2: 1,596,711 shares; 2025Q3: 1,693,542 shares; 2025Q4: 1,637,463 shares 1,637,463 $66.2M 0.13% -56,079 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: 590,863 shares; 2024Q4: 626,191 shares; 2025Q1: 635,616 shares; 2025Q2: 648,538 shares; 2025Q3: 641,395 shares; 2025Q4: 614,107 shares 614,107 $64.5M 0.12% -27,288 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: 2,387,073 shares; 2024Q4: 2,579,778 shares; 2025Q1: 2,523,961 shares; 2025Q2: 2,520,977 shares; 2025Q3: 2,564,945 shares; 2025Q4: 2,580,568 shares 2,580,568 $64.1M 0.12% +15,623 Timeline JCPB 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: 1,084,023 shares; 2024Q4: 1,075,876 shares; 2025Q1: 1,164,274 shares; 2025Q2: 1,245,442 shares; 2025Q3: 1,312,993 shares; 2025Q4: 1,336,996 shares 1,336,996 $63.3M 0.12% +24,003 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: 372,615 shares; 2024Q4: 316,948 shares; 2025Q1: 233,334 shares; 2025Q2: 583,763 shares; 2025Q3: 528,948 shares; 2025Q4: 577,945 shares 577,945 $63M 0.12% +48,997 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: 174,519 shares; 2024Q4: 178,616 shares; 2025Q1: 189,349 shares; 2025Q2: 185,026 shares; 2025Q3: 184,670 shares; 2025Q4: 206,191 shares 206,191 $63M 0.12% +21,521 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,983 shares; 2024Q4: 255,198 shares; 2025Q1: 278,120 shares; 2025Q2: 295,353 shares; 2025Q3: 312,646 shares; 2025Q4: 358,908 shares 358,908 $63M 0.12% +46,262 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 10,341 shares; 2025Q1: 430,957 shares; 2025Q2: 454,877 shares; 2025Q3: 473,329 shares; 2025Q4: 495,543 shares 495,543 $61.8M 0.12% +22,214 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: 102,899 shares; 2024Q4: 102,990 shares; 2025Q1: 261,615 shares; 2025Q2: 261,638 shares; 2025Q3: 261,469 shares; 2025Q4: 268,737 shares 268,737 $61.5M 0.12% +7,268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,064 shares; 2025Q3: 1,061,229 shares; 2025Q4: 1,212,920 shares 1,212,920 $61.3M 0.12% +151,691 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: 362,796 shares; 2024Q4: 345,087 shares; 2025Q1: 339,574 shares; 2025Q2: 340,996 shares; 2025Q3: 320,764 shares; 2025Q4: 305,708 shares 305,708 $61M 0.12% -15,056 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: 725,852 shares; 2024Q4: 628,574 shares; 2025Q1: 639,077 shares; 2025Q2: 906,410 shares; 2025Q3: 958,127 shares; 2025Q4: 1,184,363 shares 1,184,363 $59.9M 0.11% +226,236 Timeline ACWX 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: 1,033,931 shares; 2024Q4: 1,089,204 shares; 2025Q1: 1,047,756 shares; 2025Q2: 877,365 shares; 2025Q3: 893,012 shares; 2025Q4: 890,871 shares 890,871 $59.8M 0.11% -2,141 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: 467,771 shares; 2024Q4: 453,014 shares; 2025Q1: 460,349 shares; 2025Q2: 475,910 shares; 2025Q3: 477,996 shares; 2025Q4: 479,409 shares 479,409 $59.1M 0.11% +1,413 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: 134,850 shares; 2024Q4: 152,239 shares; 2025Q1: 338,246 shares; 2025Q2: 348,641 shares; 2025Q3: 354,583 shares; 2025Q4: 377,813 shares 377,813 $58.6M 0.11% +23,230 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: 82,822 shares; 2024Q4: 80,829 shares; 2025Q1: 87,622 shares; 2025Q2: 92,566 shares; 2025Q3: 186,888 shares; 2025Q4: 192,502 shares 192,502 $58.5M 0.11% +5,614 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 6,242 shares; 2025Q1: 41,581 shares; 2025Q2: 62,032 shares; 2025Q3: 62,271 shares; 2025Q4: 114,304 shares 114,304 $58.4M 0.11% +52,033 Timeline JVAL 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: 6,896 shares; 2024Q4: 7,038 shares; 2025Q1: 5,117 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 1,184,445 shares 1,184,445 $58.1M 0.11% +1,179,471 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: 377,557 shares; 2024Q4: 385,920 shares; 2025Q1: 448,320 shares; 2025Q2: 460,425 shares; 2025Q3: 466,721 shares; 2025Q4: 459,675 shares 459,675 $57.6M 0.11% -7,046 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: 108,215 shares; 2024Q4: 103,822 shares; 2025Q1: 101,538 shares; 2025Q2: 101,159 shares; 2025Q3: 123,890 shares; 2025Q4: 225,479 shares 225,479 $56.4M 0.11% +101,589 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: 239,458 shares; 2024Q4: 259,334 shares; 2025Q1: 292,128 shares; 2025Q2: 297,769 shares; 2025Q3: 296,573 shares; 2025Q4: 303,566 shares 303,566 $55.7M 0.11% +6,993 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,288 shares; 2024Q4: 749,659 shares; 2025Q1: 1,251,857 shares; 2025Q2: 1,268,124 shares; 2025Q3: 1,284,257 shares; 2025Q4: 1,286,568 shares 1,286,568 $55.2M 0.11% +2,311 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,190 shares; 2024Q4: 8,782 shares; 2025Q1: 252,071 shares; 2025Q2: 259,995 shares; 2025Q3: 268,096 shares; 2025Q4: 268,588 shares 268,588 $55.1M 0.1% +492 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 56 shares; 2025Q3: 57 shares; 2025Q4: 73 shares 73 $55.1M 0.1% +16 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: 12,645 shares; 2024Q4: 11,920 shares; 2025Q1: 36,701 shares; 2025Q2: 476,494 shares; 2025Q3: 483,401 shares; 2025Q4: 603,684 shares 603,684 $55.1M 0.1% +120,283 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: 506,240 shares; 2024Q4: 502,739 shares; 2025Q1: 750,726 shares; 2025Q2: 739,882 shares; 2025Q3: 644,003 shares; 2025Q4: 666,453 shares 666,453 $55M 0.1% +22,450 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: 64,896 shares; 2024Q4: 64,845 shares; 2025Q1: 77,298 shares; 2025Q2: 82,194 shares; 2025Q3: 91,117 shares; 2025Q4: 82,667 shares 82,667 $54.8M 0.1% -8,450 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: 402,248 shares; 2024Q4: 403,481 shares; 2025Q1: 418,872 shares; 2025Q2: 437,782 shares; 2025Q3: 451,582 shares; 2025Q4: 462,474 shares 462,474 $54.2M 0.1% +10,892 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 7,191 shares; 2025Q1: 7,736 shares; 2025Q2: 7,963 shares; 2025Q3: 7,837 shares; 2025Q4: 24,737 shares 24,737 $53.2M 0.1% +16,900 Timeline PYLD 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: 305,902 shares; 2024Q4: 809,707 shares; 2025Q1: 1,424,484 shares; 2025Q2: 1,615,193 shares; 2025Q3: 1,899,679 shares; 2025Q4: 1,986,057 shares 1,986,057 $53M 0.1% +86,378 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: 851,068 shares; 2024Q4: 898,002 shares; 2025Q1: 1,036,170 shares; 2025Q2: 1,209,719 shares; 2025Q3: 1,184,223 shares; 2025Q4: 1,190,095 shares 1,190,095 $52.9M 0.1% +5,872 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,397 shares; 2024Q4: 461,031 shares; 2025Q1: 467,645 shares; 2025Q2: 465,908 shares; 2025Q3: 460,066 shares; 2025Q4: 459,419 shares 459,419 $52.9M 0.1% -647 Timeline SMMU 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: 388,681 shares; 2024Q4: 432,472 shares; 2025Q1: 461,481 shares; 2025Q2: 524,063 shares; 2025Q3: 956,854 shares; 2025Q4: 1,047,846 shares 1,047,846 $52.8M 0.1% +90,992 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,628 shares; 2024Q4: 198,141 shares; 2025Q1: 201,282 shares; 2025Q2: 208,204 shares; 2025Q3: 210,723 shares; 2025Q4: 210,147 shares 210,147 $52.8M 0.1% -576 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390,882 shares; 2024Q4: 1,367,336 shares; 2025Q1: 1,385,223 shares; 2025Q2: 1,422,454 shares; 2025Q3: 1,443,837 shares; 2025Q4: 1,411,172 shares 1,411,172 $51.7M 0.1% -32,665 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 16,743 shares; 2025Q1: 204,966 shares; 2025Q2: 201,785 shares; 2025Q3: 203,636 shares; 2025Q4: 202,314 shares 202,314 $51.3M 0.1% -1,322 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 6,194 shares; 2025Q1: 8,226 shares; 2025Q2: 14,201 shares; 2025Q3: 303,268 shares; 2025Q4: 295,203 shares 295,203 $51.2M 0.1% -8,065 Timeline JMTG 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: 985,755 shares; 2025Q4: 985,755 shares 985,755 $50.3M 0.1% 0 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: 67,446 shares; 2024Q4: 66,763 shares; 2025Q1: 85,716 shares; 2025Q2: 86,685 shares; 2025Q3: 85,707 shares; 2025Q4: 86,732 shares 86,732 $50.3M 0.1% +1,025 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 13,656 shares; 2025Q1: 212,544 shares; 2025Q2: 214,781 shares; 2025Q3: 218,961 shares; 2025Q4: 220,817 shares 220,817 $49.2M 0.09% +1,856 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698,856 shares; 2024Q4: 1,786,155 shares; 2025Q1: 1,808,541 shares; 2025Q2: 1,081,770 shares; 2025Q3: 1,081,907 shares; 2025Q4: 1,054,944 shares 1,054,944 $48.5M 0.09% -26,963 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: 231,148 shares; 2024Q4: 201,826 shares; 2025Q1: 214,197 shares; 2025Q2: 210,532 shares; 2025Q3: 206,268 shares; 2025Q4: 207,993 shares 207,993 $48.1M 0.09% +1,725 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: 469,215 shares; 2024Q4: 1,661,944 shares; 2025Q1: 1,641,423 shares; 2025Q2: 1,606,125 shares; 2025Q3: 1,515,427 shares; 2025Q4: 1,468,737 shares 1,468,737 $47.9M 0.09% -46,690 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,323 shares; 2024Q4: 706,735 shares; 2025Q1: 719,606 shares; 2025Q2: 726,435 shares; 2025Q3: 738,514 shares; 2025Q4: 769,890 shares 769,890 $47.5M 0.09% +31,376 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: 716,937 shares; 2024Q4: 714,870 shares; 2025Q1: 709,791 shares; 2025Q2: 686,857 shares; 2025Q3: 667,130 shares; 2025Q4: 679,406 shares 679,406 $47.2M 0.09% +12,276 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: 34,861 shares; 2024Q4: 40,627 shares; 2025Q1: 36,757 shares; 2025Q2: 46,458 shares; 2025Q3: 53,298 shares; 2025Q4: 1,642,866 shares 1,642,866 $46.2M 0.09% +1,589,568 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 927,109 shares 927,109 $46M 0.09% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,437 shares; 2024Q4: 903,606 shares; 2025Q1: 938,825 shares; 2025Q2: 929,672 shares; 2025Q3: 571,519 shares; 2025Q4: 543,933 shares 543,933 $45.9M 0.09% -27,586 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,680 shares; 2024Q4: 94,086 shares; 2025Q1: 94,134 shares; 2025Q2: 94,266 shares; 2025Q3: 94,426 shares; 2025Q4: 93,930 shares 93,930 $45.6M 0.09% -496 Timeline IGF 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: 1,312,776 shares; 2024Q4: 1,322,897 shares; 2025Q1: 1,108,548 shares; 2025Q2: 890,705 shares; 2025Q3: 788,883 shares; 2025Q4: 732,213 shares 732,213 $44.9M 0.09% -56,670 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: 341,100 shares; 2024Q4: 1,037,731 shares; 2025Q1: 1,244,744 shares; 2025Q2: 1,869,995 shares; 2025Q3: 1,699,384 shares; 2025Q4: 1,616,859 shares 1,616,859 $44.4M 0.08% -82,525 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,569 shares; 2025Q1: 174,842 shares; 2025Q2: 174,311 shares; 2025Q3: 176,353 shares; 2025Q4: 175,244 shares 175,244 $44.2M 0.08% -1,109 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: 53,234 shares; 2024Q4: 52,300 shares; 2025Q1: 480,252 shares; 2025Q2: 496,647 shares; 2025Q3: 513,522 shares; 2025Q4: 715,010 shares 715,010 $42.9M 0.08% +201,488 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 656 shares; 2025Q1: 8,721 shares; 2025Q2: 21,344 shares; 2025Q3: 21,462 shares; 2025Q4: 30,580 shares 30,580 $42.6M 0.08% +9,118 Timeline SCHM 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: 111,977 shares; 2024Q4: 340,977 shares; 2025Q1: 1,320,822 shares; 2025Q2: 1,337,235 shares; 2025Q3: 1,358,564 shares; 2025Q4: 1,412,072 shares 1,412,072 $42.5M 0.08% +53,508 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: 31,456 shares; 2024Q4: 32,287 shares; 2025Q1: 181,552 shares; 2025Q2: 178,630 shares; 2025Q3: 180,025 shares; 2025Q4: 170,955 shares 170,955 $42.2M 0.08% -9,070 Timeline VPU 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: 195,762 shares; 2024Q4: 196,468 shares; 2025Q1: 224,353 shares; 2025Q2: 228,944 shares; 2025Q3: 228,572 shares; 2025Q4: 227,153 shares 227,153 $42M 0.08% -1,419 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: 164,657 shares; 2024Q4: 165,380 shares; 2025Q1: 157,701 shares; 2025Q2: 157,546 shares; 2025Q3: 156,420 shares; 2025Q4: 352,834 shares 352,834 $41.5M 0.08% +196,414 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: 561,416 shares; 2024Q4: 603,198 shares; 2025Q1: 631,268 shares; 2025Q2: 694,864 shares; 2025Q3: 699,652 shares; 2025Q4: 720,107 shares 720,107 $41.5M 0.08% +20,455 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,289 shares; 2024Q4: 129,703 shares; 2025Q1: 221,914 shares; 2025Q2: 209,834 shares; 2025Q3: 208,464 shares; 2025Q4: 203,623 shares 203,623 $41.3M 0.08% -4,841 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: 540,796 shares; 2024Q4: 617,452 shares; 2025Q1: 752,976 shares; 2025Q2: 916,258 shares; 2025Q3: 920,821 shares; 2025Q4: 941,618 shares 941,618 $41.1M 0.08% +20,797 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,215 shares; 2024Q4: 61,863 shares; 2025Q1: 75,860 shares; 2025Q2: 73,269 shares; 2025Q3: 71,760 shares; 2025Q4: 67,994 shares 67,994 $41M 0.08% -3,766 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: 210,464 shares; 2024Q4: 164,324 shares; 2025Q1: 147,409 shares; 2025Q2: 110,982 shares; 2025Q3: 123,325 shares; 2025Q4: 121,086 shares 121,086 $40M 0.08% -2,239 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,721 shares; 2025Q1: 239,633 shares; 2025Q2: 240,795 shares; 2025Q3: 247,931 shares; 2025Q4: 252,172 shares 252,172 $39.2M 0.07% +4,241 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,043 shares; 2024Q4: 164,727 shares; 2025Q1: 179,814 shares; 2025Q2: 92,166 shares; 2025Q3: 103,827 shares; 2025Q4: 108,883 shares 108,883 $39.2M 0.07% +5,056 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: 71,248 shares; 2024Q4: 70,490 shares; 2025Q1: 181,836 shares; 2025Q2: 184,643 shares; 2025Q3: 176,035 shares; 2025Q4: 220,738 shares 220,738 $38.8M 0.07% +44,703 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,835 shares; 2024Q4: 73,632 shares; 2025Q1: 650,098 shares; 2025Q2: 498,559 shares; 2025Q3: 510,244 shares; 2025Q4: 485,153 shares 485,153 $38.7M 0.07% -25,091 Timeline CGCP 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: 830,262 shares; 2024Q4: 1,150,656 shares; 2025Q1: 1,411,248 shares; 2025Q2: 1,540,954 shares; 2025Q3: 1,647,824 shares; 2025Q4: 1,655,925 shares 1,655,925 $37.5M 0.07% +8,101 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,595 shares; 2024Q4: 183,823 shares; 2025Q1: 187,975 shares; 2025Q2: 190,627 shares; 2025Q3: 182,348 shares; 2025Q4: 192,066 shares 192,066 $37.5M 0.07% +9,718 Timeline IJK 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: 1,710,719 shares; 2024Q4: 1,846,654 shares; 2025Q1: 1,926,927 shares; 2025Q2: 431,788 shares; 2025Q3: 400,732 shares; 2025Q4: 386,092 shares 386,092 $37.4M 0.07% -14,640 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,415 shares; 2024Q4: 56,876 shares; 2025Q1: 56,790 shares; 2025Q2: 164,533 shares; 2025Q3: 181,358 shares; 2025Q4: 180,574 shares 180,574 $36.7M 0.07% -784 Timeline VIGI 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: 34,161 shares; 2024Q4: 34,254 shares; 2025Q1: 359,124 shares; 2025Q2: 370,017 shares; 2025Q3: 379,511 shares; 2025Q4: 400,114 shares 400,114 $36.6M 0.07% +20,603 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: 155,184 shares; 2024Q4: 196,502 shares; 2025Q1: 208,701 shares; 2025Q2: 214,172 shares; 2025Q3: 224,984 shares; 2025Q4: 78,479 shares 78,479 $36.5M 0.07% -146,505 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: 761,953 shares; 2024Q4: 762,130 shares; 2025Q1: 735,983 shares; 2025Q2: 731,977 shares; 2025Q3: 738,290 shares; 2025Q4: 734,736 shares 734,736 $36.2M 0.07% -3,554 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,804 shares; 2024Q4: 114,865 shares; 2025Q1: 115,655 shares; 2025Q2: 113,680 shares; 2025Q3: 121,588 shares; 2025Q4: 124,594 shares 124,594 $36M 0.07% +3,006 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,181 shares; 2024Q4: 718,537 shares; 2025Q1: 718,091 shares; 2025Q2: 736,262 shares; 2025Q3: 690,230 shares; 2025Q4: 703,733 shares 703,733 $35.7M 0.07% +13,503 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: 175,190 shares; 2024Q4: 185,344 shares; 2025Q1: 192,342 shares; 2025Q2: 208,175 shares; 2025Q3: 205,642 shares; 2025Q4: 218,648 shares 218,648 $35.1M 0.07% +13,006 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: 35,530 shares; 2024Q4: 37,266 shares; 2025Q1: 39,697 shares; 2025Q2: 40,541 shares; 2025Q3: 39,443 shares; 2025Q4: 42,423 shares 42,423 $34.8M 0.07% +2,980 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: 297,148 shares; 2024Q4: 296,680 shares; 2025Q1: 414,597 shares; 2025Q2: 404,654 shares; 2025Q3: 405,203 shares; 2025Q4: 432,528 shares 432,528 $34.7M 0.07% +27,325 Timeline IWR 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: 353,047 shares; 2024Q4: 351,295 shares; 2025Q1: 374,742 shares; 2025Q2: 376,931 shares; 2025Q3: 368,581 shares; 2025Q4: 359,800 shares 359,800 $34.6M 0.07% -8,781 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: 52,069 shares; 2024Q4: 244,595 shares; 2025Q1: 303,401 shares; 2025Q2: 120,548 shares; 2025Q3: 109,158 shares; 2025Q4: 128,772 shares 128,772 $34.1M 0.06% +19,614 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: 420,077 shares; 2024Q4: 494,851 shares; 2025Q1: 497,704 shares; 2025Q2: 516,143 shares; 2025Q3: 583,340 shares; 2025Q4: 467,918 shares 467,918 $33.4M 0.06% -115,422 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: 798,987 shares; 2024Q4: 837,566 shares; 2025Q1: 851,168 shares; 2025Q2: 845,551 shares; 2025Q3: 841,977 shares; 2025Q4: 839,263 shares 839,263 $33.2M 0.06% -2,714 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,774 shares; 2024Q4: 808,447 shares; 2025Q1: 790,119 shares; 2025Q2: 796,681 shares; 2025Q3: 776,997 shares; 2025Q4: 726,480 shares 726,480 $33.1M 0.06% -50,517 Timeline IBDS 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: 414,425 shares; 2024Q4: 589,568 shares; 2025Q1: 705,786 shares; 2025Q2: 767,151 shares; 2025Q3: 901,136 shares; 2025Q4: 1,360,874 shares 1,360,874 $33M 0.06% +459,738 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: 231,891 shares; 2024Q4: 266,342 shares; 2025Q1: 282,730 shares; 2025Q2: 291,020 shares; 2025Q3: 287,613 shares; 2025Q4: 330,455 shares 330,455 $33M 0.06% +42,842 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: 456,566 shares; 2024Q4: 582,493 shares; 2025Q1: 795,254 shares; 2025Q2: 915,875 shares; 2025Q3: 933,163 shares; 2025Q4: 945,652 shares 945,652 $32.8M 0.06% +12,489 Timeline EMXC 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: 426,760 shares; 2024Q4: 428,464 shares; 2025Q1: 439,440 shares; 2025Q2: 431,970 shares; 2025Q3: 431,355 shares; 2025Q4: 450,326 shares 450,326 $32.7M 0.06% +18,971 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,840 shares; 2024Q4: 220,423 shares; 2025Q1: 236,391 shares; 2025Q2: 234,304 shares; 2025Q3: 231,996 shares; 2025Q4: 245,824 shares 245,824 $32.6M 0.06% +13,828 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,822 shares; 2025Q1: 86,704 shares; 2025Q2: 86,291 shares; 2025Q3: 85,954 shares; 2025Q4: 85,798 shares 85,798 $32.6M 0.06% -156 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: 183,211 shares; 2024Q4: 143,783 shares; 2025Q1: 59,557 shares; 2025Q2: 57,901 shares; 2025Q3: 58,026 shares; 2025Q4: 48,272 shares 48,272 $32.5M 0.06% -9,754 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: 233,690 shares; 2024Q4: 245,967 shares; 2025Q1: 262,071 shares; 2025Q2: 271,016 shares; 2025Q3: 264,767 shares; 2025Q4: 291,532 shares 291,532 $32.4M 0.06% +26,765 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,915 shares; 2024Q4: 154,100 shares; 2025Q1: 143,818 shares; 2025Q2: 174,316 shares; 2025Q3: 147,147 shares; 2025Q4: 168,365 shares 168,365 $32.3M 0.06% +21,218 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,204 shares; 2024Q4: 55,654 shares; 2025Q1: 59,559 shares; 2025Q2: 59,931 shares; 2025Q3: 67,894 shares; 2025Q4: 67,868 shares 67,868 $31.8M 0.06% -26 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: 67,244 shares; 2024Q4: 71,594 shares; 2025Q1: 88,688 shares; 2025Q2: 92,200 shares; 2025Q3: 96,022 shares; 2025Q4: 103,104 shares 103,104 $31.8M 0.06% +7,082 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: 50,951 shares; 2024Q4: 53,236 shares; 2025Q1: 56,027 shares; 2025Q2: 56,758 shares; 2025Q3: 58,917 shares; 2025Q4: 62,053 shares 62,053 $31.7M 0.06% +3,136 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,737 shares; 2024Q4: 63,621 shares; 2025Q1: 63,268 shares; 2025Q2: 355,394 shares; 2025Q3: 365,864 shares; 2025Q4: 398,073 shares 398,073 $31M 0.06% +32,209 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,282 shares; 2024Q4: 767,559 shares; 2025Q1: 941,078 shares; 2025Q2: 964,881 shares; 2025Q3: 983,263 shares; 2025Q4: 1,084,009 shares 1,084,009 $30.9M 0.06% +100,746 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,271 shares; 2024Q4: 414,160 shares; 2025Q1: 547,350 shares; 2025Q2: 848,317 shares; 2025Q3: 848,818 shares; 2025Q4: 859,092 shares 859,092 $30.8M 0.06% +10,274 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 2,052 shares; 2025Q1: 54,987 shares; 2025Q2: 54,114 shares; 2025Q3: 55,915 shares; 2025Q4: 56,576 shares 56,576 $30.1M 0.06% +661 Timeline EFG 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: 236,951 shares; 2024Q4: 266,818 shares; 2025Q1: 263,539 shares; 2025Q2: 263,985 shares; 2025Q3: 251,930 shares; 2025Q4: 264,135 shares 264,135 $30.1M 0.06% +12,205 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: 122,900 shares; 2024Q4: 158,299 shares; 2025Q1: 168,883 shares; 2025Q2: 168,430 shares; 2025Q3: 160,232 shares; 2025Q4: 169,329 shares 169,329 $30.1M 0.06% +9,097 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: 4,243 shares; 2024Q4: 6,548 shares; 2025Q1: 525,606 shares; 2025Q2: 539,087 shares; 2025Q3: 567,956 shares; 2025Q4: 580,139 shares 580,139 $30M 0.06% +12,183 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: 31,692 shares; 2025Q2: 923,440 shares; 2025Q3: 997,496 shares; 2025Q4: 1,035,503 shares 1,035,503 $29.9M 0.06% +38,007 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: 22,940 shares; 2024Q4: 22,512 shares; 2025Q1: 27,630 shares; 2025Q2: 33,770 shares; 2025Q3: 34,524 shares; 2025Q4: 194,110 shares 194,110 $29.8M 0.06% +159,586 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,319 shares; 2024Q4: 210,501 shares; 2025Q1: 212,983 shares; 2025Q2: 214,400 shares; 2025Q3: 220,418 shares; 2025Q4: 225,197 shares 225,197 $29.8M 0.06% +4,779 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,490 shares; 2024Q4: 392,325 shares; 2025Q1: 404,617 shares; 2025Q2: 482,920 shares; 2025Q3: 484,398 shares; 2025Q4: 494,673 shares 494,673 $29.8M 0.06% +10,275 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: 402,346 shares; 2024Q4: 274,011 shares; 2025Q1: 280,556 shares; 2025Q2: 249,806 shares; 2025Q3: 257,610 shares; 2025Q4: 369,806 shares 369,806 $29.3M 0.06% +112,196 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,106 shares; 2024Q4: 531,335 shares; 2025Q1: 543,361 shares; 2025Q2: 523,325 shares; 2025Q3: 457,522 shares; 2025Q4: 541,683 shares 541,683 $29.2M 0.06% +84,161 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,759 shares; 2024Q4: 99,482 shares; 2025Q1: 107,499 shares; 2025Q2: 105,113 shares; 2025Q3: 99,881 shares; 2025Q4: 101,038 shares 101,038 $29.2M 0.06% +1,157 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: 11,237 shares; 2024Q4: 12,594 shares; 2025Q1: 112,114 shares; 2025Q2: 113,086 shares; 2025Q3: 113,289 shares; 2025Q4: 111,309 shares 111,309 $28.8M 0.05% -1,980 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,426 shares; 2024Q4: 113,653 shares; 2025Q1: 124,688 shares; 2025Q2: 123,754 shares; 2025Q3: 122,496 shares; 2025Q4: 129,958 shares 129,958 $28.6M 0.05% +7,462 Timeline VONV 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: 203,327 shares; 2024Q4: 232,438 shares; 2025Q1: 207,769 shares; 2025Q2: 381,597 shares; 2025Q3: 386,643 shares; 2025Q4: 307,315 shares 307,315 $28.4M 0.05% -79,328 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: 121,446 shares; 2024Q4: 117,157 shares; 2025Q1: 142,419 shares; 2025Q2: 158,980 shares; 2025Q3: 172,084 shares; 2025Q4: 182,658 shares 182,658 $28.2M 0.05% +10,574 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,246 shares; 2024Q4: 435,080 shares; 2025Q1: 830,940 shares; 2025Q2: 739,363 shares; 2025Q3: 897,311 shares; 2025Q4: 863,617 shares 863,617 $28.1M 0.05% -33,694 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,368 shares; 2024Q4: 1,240,994 shares; 2025Q1: 1,209,458 shares; 2025Q2: 1,219,371 shares; 2025Q3: 1,145,331 shares; 2025Q4: 1,164,797 shares 1,164,797 $28M 0.05% +19,466 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: 261,677 shares; 2024Q4: 408,899 shares; 2025Q1: 410,145 shares; 2025Q2: 413,225 shares; 2025Q3: 409,643 shares; 2025Q4: 377,716 shares 377,716 $28M 0.05% -31,927 Timeline JPUS 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: 213,253 shares; 2024Q4: 204,772 shares; 2025Q1: 209,071 shares; 2025Q2: 213,423 shares; 2025Q3: 220,267 shares; 2025Q4: 224,867 shares 224,867 $27.9M 0.05% +4,600 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,549 shares; 2024Q4: 76,553 shares; 2025Q1: 82,978 shares; 2025Q2: 84,565 shares; 2025Q3: 90,074 shares; 2025Q4: 102,597 shares 102,597 $27.5M 0.05% +12,523 Timeline IVE 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: 131,923 shares; 2024Q4: 132,830 shares; 2025Q1: 132,767 shares; 2025Q2: 135,640 shares; 2025Q3: 133,822 shares; 2025Q4: 129,449 shares 129,449 $27.5M 0.05% -4,373 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,113 shares; 2024Q4: 74,708 shares; 2025Q1: 124,949 shares; 2025Q2: 123,435 shares; 2025Q3: 123,185 shares; 2025Q4: 106,507 shares 106,507 $27.4M 0.05% -16,678 Timeline IJT 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: 194,946 shares; 2024Q4: 195,831 shares; 2025Q1: 196,917 shares; 2025Q2: 187,379 shares; 2025Q3: 188,237 shares; 2025Q4: 192,600 shares 192,600 $27.2M 0.05% +4,363 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: 77,172 shares; 2024Q4: 77,240 shares; 2025Q1: 77,438 shares; 2025Q2: 78,625 shares; 2025Q3: 78,998 shares; 2025Q4: 79,146 shares 79,146 $27.1M 0.05% +148 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: 122,710 shares; 2024Q4: 125,041 shares; 2025Q1: 127,077 shares; 2025Q2: 127,418 shares; 2025Q3: 125,487 shares; 2025Q4: 129,712 shares 129,712 $27M 0.05% +4,225 Timeline CGSD 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: 191,986 shares; 2024Q4: 510,071 shares; 2025Q1: 738,686 shares; 2025Q2: 877,337 shares; 2025Q3: 991,285 shares; 2025Q4: 1,033,111 shares 1,033,111 $26.9M 0.05% +41,826 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: 154,869 shares; 2024Q4: 58,164 shares; 2025Q1: 69,911 shares; 2025Q2: 69,067 shares; 2025Q3: 73,293 shares; 2025Q4: 75,612 shares 75,612 $26.5M 0.05% +2,319 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: 55,881 shares; 2024Q4: 59,111 shares; 2025Q1: 62,975 shares; 2025Q2: 67,688 shares; 2025Q3: 73,693 shares; 2025Q4: 84,600 shares 84,600 $26.4M 0.05% +10,907 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,666 shares; 2024Q4: 260,377 shares; 2025Q1: 278,915 shares; 2025Q2: 354,704 shares; 2025Q3: 346,062 shares; 2025Q4: 330,128 shares 330,128 $26.3M 0.05% -15,934 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: 224,890 shares; 2024Q4: 242,118 shares; 2025Q1: 286,875 shares; 2025Q2: 274,745 shares; 2025Q3: 274,389 shares; 2025Q4: 277,073 shares 277,073 $25.9M 0.05% +2,684 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: 639,972 shares; 2024Q4: 636,257 shares; 2025Q1: 633,536 shares; 2025Q2: 670,450 shares; 2025Q3: 664,022 shares; 2025Q4: 629,249 shares 629,249 $25.6M 0.05% -34,773 Timeline IWO 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: 65,790 shares; 2024Q4: 64,766 shares; 2025Q1: 60,584 shares; 2025Q2: 76,662 shares; 2025Q3: 75,847 shares; 2025Q4: 79,275 shares 79,275 $25.6M 0.05% +3,428 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,699 shares; 2025Q1: 6,373 shares; 2025Q2: 40,572 shares; 2025Q3: 44,575 shares; 2025Q4: 45,357 shares 45,357 $25.5M 0.05% +782 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: 86,008 shares; 2024Q4: 92,525 shares; 2025Q1: 108,764 shares; 2025Q2: 114,864 shares; 2025Q3: 114,598 shares; 2025Q4: 113,808 shares 113,808 $25.5M 0.05% -790 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 9,964 shares; 2025Q1: 51,015 shares; 2025Q2: 50,784 shares; 2025Q3: 51,606 shares; 2025Q4: 56,661 shares 56,661 $25.2M 0.05% +5,055 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,352 shares; 2025Q1: 44,680 shares; 2025Q2: 43,742 shares; 2025Q3: 45,297 shares; 2025Q4: 43,928 shares 43,928 $25.2M 0.05% -1,369 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: 117,975 shares; 2024Q4: 155,554 shares; 2025Q1: 195,219 shares; 2025Q2: 195,308 shares; 2025Q3: 152,304 shares; 2025Q4: 156,676 shares 156,676 $25.1M 0.05% +4,372 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,086 shares; 2024Q4: 645,236 shares; 2025Q1: 617,967 shares; 2025Q2: 618,234 shares; 2025Q3: 606,430 shares; 2025Q4: 585,318 shares 585,318 $25M 0.05% -21,112 Timeline DFAS 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: 288,888 shares; 2024Q4: 301,929 shares; 2025Q1: 298,022 shares; 2025Q2: 335,882 shares; 2025Q3: 354,849 shares; 2025Q4: 355,904 shares 355,904 $24.8M 0.05% +1,055 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: 159,961 shares; 2024Q4: 161,943 shares; 2025Q1: 162,384 shares; 2025Q2: 164,629 shares; 2025Q3: 159,306 shares; 2025Q4: 159,639 shares 159,639 $24.7M 0.05% +333 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,225 shares; 2024Q4: 98,701 shares; 2025Q1: 492,672 shares; 2025Q2: 393,092 shares; 2025Q3: 219,519 shares; 2025Q4: 196,063 shares 196,063 $24.7M 0.05% -23,456 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,666 shares; 2024Q4: 298,324 shares; 2025Q1: 296,894 shares; 2025Q2: 296,622 shares; 2025Q3: 283,538 shares; 2025Q4: 282,431 shares 282,431 $24.6M 0.05% -1,107 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: 265,350 shares; 2024Q4: 260,779 shares; 2025Q1: 257,695 shares; 2025Q2: 266,231 shares; 2025Q3: 249,066 shares; 2025Q4: 270,663 shares 270,663 $24M 0.05% +21,597 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: 33,504 shares; 2024Q4: 39,810 shares; 2025Q1: 48,818 shares; 2025Q2: 55,711 shares; 2025Q3: 68,292 shares; 2025Q4: 83,718 shares 83,718 $23.9M 0.05% +15,426 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: 182,354 shares; 2024Q4: 186,712 shares; 2025Q1: 300,814 shares; 2025Q2: 313,213 shares; 2025Q3: 339,322 shares; 2025Q4: 370,254 shares 370,254 $23.9M 0.05% +30,932 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: 24,694 shares; 2024Q4: 22,253 shares; 2025Q1: 30,131 shares; 2025Q2: 24,183 shares; 2025Q3: 25,108 shares; 2025Q4: 31,642 shares 31,642 $23.9M 0.05% +6,534 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: 41,805 shares; 2024Q4: 43,630 shares; 2025Q1: 41,895 shares; 2025Q2: 43,806 shares; 2025Q3: 43,571 shares; 2025Q4: 40,567 shares 40,567 $23.6M 0.04% -3,004 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,879 shares; 2024Q4: 94,727 shares; 2025Q1: 89,777 shares; 2025Q2: 89,340 shares; 2025Q3: 81,337 shares; 2025Q4: 81,382 shares 81,382 $23.4M 0.04% +45 Timeline DSI 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: 147,644 shares; 2024Q4: 144,556 shares; 2025Q1: 148,797 shares; 2025Q2: 151,893 shares; 2025Q3: 148,974 shares; 2025Q4: 179,531 shares 179,531 $23.1M 0.04% +30,557 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: 15,579 shares; 2024Q4: 12,579 shares; 2025Q1: 18,813 shares; 2025Q2: 20,303 shares; 2025Q3: 20,139 shares; 2025Q4: 21,520 shares 21,520 $23M 0.04% +1,381 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: 320,772 shares; 2025Q1: 369,197 shares; 2025Q2: 165,824 shares; 2025Q3: 168,000 shares; 2025Q4: 175,601 shares 175,601 $23M 0.04% +7,601 Timeline DGS 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: not reported; 2024Q4: not reported; 2025Q1: 371,009 shares; 2025Q2: 379,635 shares; 2025Q3: 387,255 shares; 2025Q4: 400,298 shares 400,298 $22.9M 0.04% +13,043 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: 83,649 shares; 2024Q4: 85,341 shares; 2025Q1: 95,255 shares; 2025Q2: 109,604 shares; 2025Q3: 110,581 shares; 2025Q4: 113,181 shares 113,181 $22.7M 0.04% +2,600 Timeline CGSM 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: 17,621 shares; 2024Q4: 344,172 shares; 2025Q1: 611,412 shares; 2025Q2: 728,735 shares; 2025Q3: 803,298 shares; 2025Q4: 860,845 shares 860,845 $22.7M 0.04% +57,547 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: 43,250 shares; 2024Q4: 39,918 shares; 2025Q1: 48,122 shares; 2025Q2: 84,586 shares; 2025Q3: 80,554 shares; 2025Q4: 93,022 shares 93,022 $22.5M 0.04% +12,468 Timeline CWI 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: 250,120 shares; 2024Q4: 268,402 shares; 2025Q1: 262,203 shares; 2025Q2: 165,778 shares; 2025Q3: 159,354 shares; 2025Q4: 626,658 shares 626,658 $22.5M 0.04% +467,304 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,964 shares; 2024Q4: 36,272 shares; 2025Q1: 58,325 shares; 2025Q2: 60,344 shares; 2025Q3: 61,532 shares; 2025Q4: 63,877 shares 63,877 $22.5M 0.04% +2,345 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,072 shares; 2024Q4: 238,361 shares; 2025Q1: 268,258 shares; 2025Q2: 545,264 shares; 2025Q3: 534,331 shares; 2025Q4: 556,633 shares 556,633 $22.3M 0.04% +22,302 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: 132,181 shares; 2024Q4: 130,101 shares; 2025Q1: 158,280 shares; 2025Q2: 163,601 shares; 2025Q3: 168,319 shares; 2025Q4: 174,973 shares 174,973 $22.3M 0.04% +6,654 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: 131,045 shares; 2024Q4: 121,664 shares; 2025Q1: 139,591 shares; 2025Q2: 151,265 shares; 2025Q3: 154,149 shares; 2025Q4: 161,252 shares 161,252 $22.2M 0.04% +7,103 Timeline EEM 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: 335,691 shares; 2024Q4: 314,857 shares; 2025Q1: 413,880 shares; 2025Q2: 416,327 shares; 2025Q3: 398,969 shares; 2025Q4: 405,428 shares 405,428 $22.2M 0.04% +6,459 Timeline IBDT 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: 299,491 shares; 2024Q4: 396,325 shares; 2025Q1: 457,054 shares; 2025Q2: 504,847 shares; 2025Q3: 740,071 shares; 2025Q4: 869,275 shares 869,275 $22.1M 0.04% +129,204 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: 75,681 shares; 2024Q4: 78,273 shares; 2025Q1: 97,822 shares; 2025Q2: 92,690 shares; 2025Q3: 97,634 shares; 2025Q4: 102,418 shares 102,418 $21.9M 0.04% +4,784 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: 121,526 shares; 2024Q4: 118,254 shares; 2025Q1: 121,569 shares; 2025Q2: 120,148 shares; 2025Q3: 120,364 shares; 2025Q4: 123,187 shares 123,187 $21.8M 0.04% +2,823 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: 211,690 shares; 2024Q4: 219,005 shares; 2025Q1: 219,897 shares; 2025Q2: 255,911 shares; 2025Q3: 256,458 shares; 2025Q4: 506,750 shares 506,750 $21.6M 0.04% +250,292 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,695 shares; 2024Q4: 834,146 shares; 2025Q1: 831,351 shares; 2025Q2: 357,540 shares; 2025Q3: 330,581 shares; 2025Q4: 348,333 shares 348,333 $21.6M 0.04% +17,752 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,762 shares; 2024Q4: 132,078 shares; 2025Q1: 137,095 shares; 2025Q2: 146,235 shares; 2025Q3: 143,696 shares; 2025Q4: 131,988 shares 131,988 $21.5M 0.04% -11,708 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,600 shares; 2024Q4: 142,123 shares; 2025Q1: 132,535 shares; 2025Q2: 244,854 shares; 2025Q3: 251,851 shares; 2025Q4: 230,276 shares 230,276 $21.4M 0.04% -21,575 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,552 shares; 2024Q4: 796,317 shares; 2025Q1: 803,623 shares; 2025Q2: 769,181 shares; 2025Q3: 768,266 shares; 2025Q4: 255,142 shares 255,142 $21.2M 0.04% -513,124 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: 53,966 shares; 2024Q4: 55,503 shares; 2025Q1: 60,573 shares; 2025Q2: 60,289 shares; 2025Q3: 61,290 shares; 2025Q4: 66,276 shares 66,276 $21.1M 0.04% +4,986 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,152 shares; 2024Q4: 112,434 shares; 2025Q1: 120,977 shares; 2025Q2: 123,717 shares; 2025Q3: 129,074 shares; 2025Q4: 136,394 shares 136,394 $20.9M 0.04% +7,320 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,138 shares; 2024Q4: 124,168 shares; 2025Q1: 103,036 shares; 2025Q2: 106,829 shares; 2025Q3: 106,693 shares; 2025Q4: 453,359 shares 453,359 $20.8M 0.04% +346,666 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: 447,475 shares; 2024Q4: 448,464 shares; 2025Q1: 437,871 shares; 2025Q2: 440,177 shares; 2025Q3: 437,214 shares; 2025Q4: 441,931 shares 441,931 $20.8M 0.04% +4,717 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: 29,777 shares; 2024Q4: 31,092 shares; 2025Q1: 30,987 shares; 2025Q2: 30,814 shares; 2025Q3: 29,042 shares; 2025Q4: 33,309 shares 33,309 $20.7M 0.04% +4,267 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: 2,801 shares; 2024Q4: 3,263 shares; 2025Q1: 4,499 shares; 2025Q2: 5,118 shares; 2025Q3: 5,049 shares; 2025Q4: 17,055 shares 17,055 $20.7M 0.04% +12,006 Timeline IWN 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: 75,292 shares; 2024Q4: 90,108 shares; 2025Q1: 83,747 shares; 2025Q2: 129,235 shares; 2025Q3: 126,319 shares; 2025Q4: 113,370 shares 113,370 $20.5M 0.04% -12,949 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 48,999 shares; 2025Q1: 115,548 shares; 2025Q2: 154,216 shares; 2025Q3: 185,854 shares; 2025Q4: 203,167 shares 203,167 $20.4M 0.04% +17,313 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: 55,691 shares; 2024Q4: 63,640 shares; 2025Q1: 70,834 shares; 2025Q2: 79,190 shares; 2025Q3: 79,850 shares; 2025Q4: 79,160 shares 79,160 $20.3M 0.04% -690 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,079 shares; 2024Q4: 14,401 shares; 2025Q1: 401,326 shares; 2025Q2: 338,896 shares; 2025Q3: 346,396 shares; 2025Q4: 338,217 shares 338,217 $20.3M 0.04% -8,179 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: 77,539 shares; 2024Q4: 64,285 shares; 2025Q1: 167,895 shares; 2025Q2: 176,275 shares; 2025Q3: 178,632 shares; 2025Q4: 202,494 shares 202,494 $20.2M 0.04% +23,862 Timeline IFRA 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: 389,545 shares; 2024Q4: 396,611 shares; 2025Q1: 402,751 shares; 2025Q2: 394,538 shares; 2025Q3: 392,641 shares; 2025Q4: 383,933 shares 383,933 $20.2M 0.04% -8,708 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: 107,808 shares; 2024Q4: 151,021 shares; 2025Q1: 205,640 shares; 2025Q2: 342,904 shares; 2025Q3: 303,447 shares; 2025Q4: 351,386 shares 351,386 $20.2M 0.04% +47,939 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: 267,261 shares; 2024Q4: 342,810 shares; 2025Q1: 478,753 shares; 2025Q2: 534,083 shares; 2025Q3: 577,943 shares; 2025Q4: 630,281 shares 630,281 $20.1M 0.04% +52,338 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: 29,272 shares; 2024Q4: 27,779 shares; 2025Q1: 31,601 shares; 2025Q2: 34,040 shares; 2025Q3: 33,496 shares; 2025Q4: 72,666 shares 72,666 $20M 0.04% +39,170 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: 42,458 shares; 2024Q4: 43,409 shares; 2025Q1: 53,979 shares; 2025Q2: 56,195 shares; 2025Q3: 55,902 shares; 2025Q4: 46,747 shares 46,747 $19.9M 0.04% -9,155 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: 4,747 shares; 2024Q4: 5,825 shares; 2025Q1: 9,571 shares; 2025Q2: 10,134 shares; 2025Q3: 9,063 shares; 2025Q4: 29,424 shares 29,424 $19.9M 0.04% +20,361 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,113 shares; 2024Q4: 188,379 shares; 2025Q1: 371,131 shares; 2025Q2: 658,661 shares; 2025Q3: 704,030 shares; 2025Q4: 748,872 shares 748,872 $19.9M 0.04% +44,842 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,852 shares; 2024Q4: 126,177 shares; 2025Q1: 125,347 shares; 2025Q2: 125,031 shares; 2025Q3: 135,922 shares; 2025Q4: 153,788 shares 153,788 $19.8M 0.04% +17,866 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: 11,321 shares; 2024Q4: 12,385 shares; 2025Q1: 22,792 shares; 2025Q2: 23,003 shares; 2025Q3: 22,311 shares; 2025Q4: 93,298 shares 93,298 $19.8M 0.04% +70,987 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,745 shares; 2024Q4: 221,032 shares; 2025Q1: 242,670 shares; 2025Q2: 259,789 shares; 2025Q3: 326,379 shares; 2025Q4: 345,163 shares 345,163 $19.8M 0.04% +18,784 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,660 shares; 2024Q4: 223,310 shares; 2025Q1: 234,153 shares; 2025Q2: 244,675 shares; 2025Q3: 253,072 shares; 2025Q4: 254,579 shares 254,579 $19.7M 0.04% +1,507 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,291 shares; 2024Q4: 721,469 shares; 2025Q1: 752,983 shares; 2025Q2: 784,423 shares; 2025Q3: 928,577 shares; 2025Q4: 993,145 shares 993,145 $19.6M 0.04% +64,568 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,385 shares; 2024Q4: 583,109 shares; 2025Q1: 581,935 shares; 2025Q2: 591,319 shares; 2025Q3: 590,969 shares; 2025Q4: 584,858 shares 584,858 $19.6M 0.04% -6,111 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: 26,123 shares; 2024Q4: 26,499 shares; 2025Q1: 27,749 shares; 2025Q2: 27,861 shares; 2025Q3: 27,966 shares; 2025Q4: 34,555 shares 34,555 $19.6M 0.04% +6,589 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 23,152 shares; 2025Q1: 23,507 shares; 2025Q2: 23,578 shares; 2025Q3: 23,223 shares; 2025Q4: 24,160 shares 24,160 $19.6M 0.04% +937 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,164 shares; 2024Q4: 674,546 shares; 2025Q1: 650,272 shares; 2025Q2: 656,713 shares; 2025Q3: 655,947 shares; 2025Q4: 650,150 shares 650,150 $19.3M 0.04% -5,797 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: 6,640 shares; 2024Q4: 8,037 shares; 2025Q1: 17,645 shares; 2025Q2: 17,185 shares; 2025Q3: 17,664 shares; 2025Q4: 17,870 shares 17,870 $19.1M 0.04% +206 Timeline TOTL 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: 221,157 shares; 2024Q4: 249,546 shares; 2025Q1: 243,149 shares; 2025Q2: 514,531 shares; 2025Q3: 520,670 shares; 2025Q4: 471,243 shares 471,243 $19M 0.04% -49,427 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,865 shares; 2024Q4: 139,834 shares; 2025Q1: 141,619 shares; 2025Q2: 141,762 shares; 2025Q3: 137,149 shares; 2025Q4: 135,966 shares 135,966 $18.9M 0.04% -1,183 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,635 shares; 2024Q4: 1,033,951 shares; 2025Q1: 1,006,410 shares; 2025Q2: 990,079 shares; 2025Q3: 302,774 shares; 2025Q4: 307,172 shares 307,172 $18.8M 0.04% +4,398 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: 17,131 shares; 2024Q4: 19,601 shares; 2025Q1: 27,355 shares; 2025Q2: 28,896 shares; 2025Q3: 30,939 shares; 2025Q4: 28,715 shares 28,715 $18.8M 0.04% -2,224 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,953 shares; 2024Q4: 108,726 shares; 2025Q1: 110,633 shares; 2025Q2: 109,816 shares; 2025Q3: 100,537 shares; 2025Q4: 101,669 shares 101,669 $18.8M 0.04% +1,132 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,542 shares; 2024Q4: 223,169 shares; 2025Q1: 291,711 shares; 2025Q2: 331,184 shares; 2025Q3: 357,165 shares; 2025Q4: 366,323 shares 366,323 $18.7M 0.04% +9,158 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 6,234 shares; 2025Q1: 14,055 shares; 2025Q2: 13,987 shares; 2025Q3: 13,405 shares; 2025Q4: 102,238 shares 102,238 $18.7M 0.04% +88,833 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,458 shares; 2024Q4: 532,789 shares; 2025Q1: 522,334 shares; 2025Q2: 563,799 shares; 2025Q3: 550,401 shares; 2025Q4: 581,753 shares 581,753 $18.7M 0.04% +31,352 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,110 shares; 2024Q4: 418,055 shares; 2025Q1: 410,784 shares; 2025Q2: 407,700 shares; 2025Q3: 395,430 shares; 2025Q4: 406,341 shares 406,341 $18.5M 0.04% +10,911 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,101 shares; 2024Q4: 725,321 shares; 2025Q1: 658,554 shares; 2025Q2: 715,489 shares; 2025Q3: 716,920 shares; 2025Q4: 699,717 shares 699,717 $18.4M 0.04% -17,203 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,253 shares; 2024Q4: 336,808 shares; 2025Q1: 523,135 shares; 2025Q2: 523,262 shares; 2025Q3: 513,435 shares; 2025Q4: 513,537 shares 513,537 $18.4M 0.03% +102 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: 294,682 shares; 2024Q4: 298,489 shares; 2025Q1: 304,742 shares; 2025Q2: 373,704 shares; 2025Q3: 376,124 shares; 2025Q4: 363,535 shares 363,535 $18.3M 0.03% -12,589 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: 95,644 shares; 2024Q4: 101,324 shares; 2025Q1: 106,346 shares; 2025Q2: 105,096 shares; 2025Q3: 104,639 shares; 2025Q4: 105,334 shares 105,334 $18.3M 0.03% +695 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG 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: 235,579 shares; 2025Q3: 559,234 shares; 2025Q4: 768,150 shares 768,150 $18.3M 0.03% +208,916 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,783 shares; 2024Q4: 329,342 shares; 2025Q1: 312,009 shares; 2025Q2: 336,570 shares; 2025Q3: 348,825 shares; 2025Q4: 488,797 shares 488,797 $17.8M 0.03% +139,972 Timeline IWS 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: 123,366 shares; 2024Q4: 143,487 shares; 2025Q1: 148,078 shares; 2025Q2: 158,581 shares; 2025Q3: 153,401 shares; 2025Q4: 125,262 shares 125,262 $17.7M 0.03% -28,139 Timeline EEMV 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: 303,664 shares; 2024Q4: 292,626 shares; 2025Q1: 298,871 shares; 2025Q2: 284,978 shares; 2025Q3: 269,729 shares; 2025Q4: 273,675 shares 273,675 $17.5M 0.03% +3,946 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: 108,446 shares; 2024Q4: 100,640 shares; 2025Q1: 104,185 shares; 2025Q2: 104,316 shares; 2025Q3: 111,525 shares; 2025Q4: 122,708 shares 122,708 $17.4M 0.03% +11,183 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: 56,939 shares; 2024Q4: 58,888 shares; 2025Q1: 60,693 shares; 2025Q2: 59,529 shares; 2025Q3: 56,871 shares; 2025Q4: 55,888 shares 55,888 $17.3M 0.03% -983 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,645 shares; 2024Q4: 155,482 shares; 2025Q1: 152,149 shares; 2025Q2: 149,141 shares; 2025Q3: 128,307 shares; 2025Q4: 129,787 shares 129,787 $17.3M 0.03% +1,480 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,063 shares; 2024Q4: 102,995 shares; 2025Q1: 90,402 shares; 2025Q2: 126,342 shares; 2025Q3: 137,312 shares; 2025Q4: 101,288 shares 101,288 $17.3M 0.03% -36,024 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: 163,209 shares; 2024Q4: 169,222 shares; 2025Q1: 173,905 shares; 2025Q2: 183,828 shares; 2025Q3: 195,730 shares; 2025Q4: 160,799 shares 160,799 $17.3M 0.03% -34,931 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: 39,827 shares; 2024Q4: 48,228 shares; 2025Q1: 55,703 shares; 2025Q2: 63,625 shares; 2025Q3: 75,420 shares; 2025Q4: 87,529 shares 87,529 $17.3M 0.03% +12,109 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: 38,004 shares; 2024Q4: 36,717 shares; 2025Q1: 40,356 shares; 2025Q2: 42,143 shares; 2025Q3: 45,513 shares; 2025Q4: 51,253 shares 51,253 $17.3M 0.03% +5,740 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874,150 shares; 2024Q4: 1,900,839 shares; 2025Q1: 1,914,399 shares; 2025Q2: 1,765,731 shares; 2025Q3: 1,761,032 shares; 2025Q4: 772,613 shares 772,613 $17.2M 0.03% -988,419 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,299 shares; 2024Q4: 95,044 shares; 2025Q1: 96,625 shares; 2025Q2: 96,819 shares; 2025Q3: 92,397 shares; 2025Q4: 91,495 shares 91,495 $17.2M 0.03% -902 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,122 shares; 2024Q4: 91,198 shares; 2025Q1: 93,452 shares; 2025Q2: 93,718 shares; 2025Q3: 90,650 shares; 2025Q4: 105,805 shares 105,805 $17.2M 0.03% +15,155 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,762 shares; 2024Q4: 222,461 shares; 2025Q1: 221,712 shares; 2025Q2: 204,987 shares; 2025Q3: 203,777 shares; 2025Q4: 199,605 shares 199,605 $17.1M 0.03% -4,172 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 22,431 shares; 2025Q1: 31,363 shares; 2025Q2: 30,548 shares; 2025Q3: 31,032 shares; 2025Q4: 32,572 shares 32,572 $17M 0.03% +1,540 Timeline DFAI 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: 636,613 shares; 2024Q4: 618,081 shares; 2025Q1: 584,742 shares; 2025Q2: 582,376 shares; 2025Q3: 519,820 shares; 2025Q4: 443,947 shares 443,947 $16.9M 0.03% -75,873 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,945 shares; 2024Q4: 215,354 shares; 2025Q1: 213,290 shares; 2025Q2: 217,688 shares; 2025Q3: 218,028 shares; 2025Q4: 973,407 shares 973,407 $16.9M 0.03% +755,379 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,509 shares; 2024Q4: 48,091 shares; 2025Q1: 51,330 shares; 2025Q2: 52,196 shares; 2025Q3: 51,277 shares; 2025Q4: 57,558 shares 57,558 $16.9M 0.03% +6,281 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,036 shares; 2024Q4: 88,003 shares; 2025Q1: 110,711 shares; 2025Q2: 137,500 shares; 2025Q3: 165,811 shares; 2025Q4: 192,370 shares 192,370 $16.8M 0.03% +26,559 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,311 shares; 2024Q4: 357,840 shares; 2025Q1: 339,797 shares; 2025Q2: 336,933 shares; 2025Q3: 337,542 shares; 2025Q4: 333,482 shares 333,482 $16.6M 0.03% -4,060 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,806 shares; 2024Q4: 306,867 shares; 2025Q1: 321,222 shares; 2025Q2: 375,126 shares; 2025Q3: 430,426 shares; 2025Q4: 450,747 shares 450,747 $16.6M 0.03% +20,321 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: 94,095 shares; 2024Q4: 135,297 shares; 2025Q1: 276,741 shares; 2025Q2: 294,683 shares; 2025Q3: 691,730 shares; 2025Q4: 334,673 shares 334,673 $16.6M 0.03% -357,057 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: 351,010 shares; 2024Q4: 349,780 shares; 2025Q1: 342,502 shares; 2025Q2: 358,303 shares; 2025Q3: 355,249 shares; 2025Q4: 345,832 shares 345,832 $16.5M 0.03% -9,417 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,227 shares; 2024Q4: 499,870 shares; 2025Q1: 483,304 shares; 2025Q2: 469,214 shares; 2025Q3: 460,080 shares; 2025Q4: 446,025 shares 446,025 $16.5M 0.03% -14,055 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,629 shares; 2024Q4: 200,510 shares; 2025Q1: 345,703 shares; 2025Q2: 396,171 shares; 2025Q3: 412,883 shares; 2025Q4: 449,655 shares 449,655 $16.4M 0.03% +36,772 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,130 shares; 2024Q4: 9,916 shares; 2025Q1: 14,288 shares; 2025Q2: 10,723 shares; 2025Q3: 14,417 shares; 2025Q4: 21,179 shares 21,179 $16.3M 0.03% +6,762 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,935 shares; 2024Q4: 17,718 shares; 2025Q1: 15,755 shares; 2025Q2: 14,381 shares; 2025Q3: 13,812 shares; 2025Q4: 165,253 shares 165,253 $16.3M 0.03% +151,441 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: 18,884 shares; 2024Q4: 20,952 shares; 2025Q1: 89,795 shares; 2025Q2: 93,459 shares; 2025Q3: 91,710 shares; 2025Q4: 100,208 shares 100,208 $16.2M 0.03% +8,498 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,719 shares; 2024Q4: 92,154 shares; 2025Q1: 99,654 shares; 2025Q2: 99,141 shares; 2025Q3: 98,530 shares; 2025Q4: 106,894 shares 106,894 $16.2M 0.03% +8,364 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: 231,910 shares; 2024Q4: 242,743 shares; 2025Q1: 269,996 shares; 2025Q2: 275,501 shares; 2025Q3: 279,526 shares; 2025Q4: 302,492 shares 302,492 $16.1M 0.03% +22,966 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: 1,096 shares; 2024Q4: 1,676 shares; 2025Q1: 2,238 shares; 2025Q2: 2,478 shares; 2025Q3: 2,635 shares; 2025Q4: 2,983 shares 2,983 $16M 0.03% +348 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,767 shares; 2024Q4: 60,497 shares; 2025Q1: 61,909 shares; 2025Q2: 61,967 shares; 2025Q3: 62,911 shares; 2025Q4: 73,405 shares 73,405 $15.9M 0.03% +10,494 Timeline IWP 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: 119,334 shares; 2024Q4: 149,768 shares; 2025Q1: 150,603 shares; 2025Q2: 153,410 shares; 2025Q3: 150,315 shares; 2025Q4: 116,309 shares 116,309 $15.9M 0.03% -34,006 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,542 shares; 2024Q4: 639,854 shares; 2025Q1: 117,341 shares; 2025Q2: 105,889 shares; 2025Q3: 100,158 shares; 2025Q4: 97,320 shares 97,320 $15.9M 0.03% -2,838 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: 103,868 shares; 2024Q4: 113,826 shares; 2025Q1: 142,796 shares; 2025Q2: 175,705 shares; 2025Q3: 182,711 shares; 2025Q4: 197,877 shares 197,877 $15.9M 0.03% +15,166 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,304 shares; 2024Q4: 144,634 shares; 2025Q1: 150,140 shares; 2025Q2: 154,109 shares; 2025Q3: 154,840 shares; 2025Q4: 161,910 shares 161,910 $15.8M 0.03% +7,070 Timeline IYG 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: 184,956 shares; 2024Q4: 169,701 shares; 2025Q1: 166,724 shares; 2025Q2: 164,474 shares; 2025Q3: 162,150 shares; 2025Q4: 169,342 shares 169,342 $15.6M 0.03% +7,192 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: 386,649 shares; 2024Q4: 417,865 shares; 2025Q1: 421,984 shares; 2025Q2: 377,052 shares; 2025Q3: 311,007 shares; 2025Q4: 302,244 shares 302,244 $15.4M 0.03% -8,763 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: 378,828 shares; 2024Q4: 375,826 shares; 2025Q1: 402,666 shares; 2025Q2: 405,828 shares; 2025Q3: 405,287 shares; 2025Q4: 423,312 shares 423,312 $15.3M 0.03% +18,025 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: 78,170 shares; 2024Q4: 81,260 shares; 2025Q1: 82,077 shares; 2025Q2: 81,170 shares; 2025Q3: 82,707 shares; 2025Q4: 82,000 shares 82,000 $15.2M 0.03% -707 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: 38,974 shares; 2024Q4: 41,180 shares; 2025Q1: 43,692 shares; 2025Q2: 42,536 shares; 2025Q3: 42,653 shares; 2025Q4: 43,217 shares 43,217 $15.1M 0.03% +564 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,996 shares; 2025Q1: not reported; 2025Q2: 7,149 shares; 2025Q3: 8,173 shares; 2025Q4: 208,107 shares 208,107 $15.1M 0.03% +199,934 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,725 shares; 2024Q4: 25,221 shares; 2025Q1: 29,717 shares; 2025Q2: 31,574 shares; 2025Q3: 31,359 shares; 2025Q4: 38,143 shares 38,143 $14.8M 0.03% +6,784 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: 66,201 shares; 2024Q4: 63,434 shares; 2025Q1: 54,634 shares; 2025Q2: 59,129 shares; 2025Q3: 54,723 shares; 2025Q4: 55,074 shares 55,074 $14.8M 0.03% +351 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 6,137 shares; 2025Q1: 38,859 shares; 2025Q2: 45,403 shares; 2025Q3: 54,074 shares; 2025Q4: 61,226 shares 61,226 $14.8M 0.03% +7,152 Timeline IUSG 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: 90,772 shares; 2024Q4: 84,398 shares; 2025Q1: 82,823 shares; 2025Q2: 80,687 shares; 2025Q3: 80,277 shares; 2025Q4: 88,167 shares 88,167 $14.8M 0.03% +7,890 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,499 shares; 2024Q4: 38,035 shares; 2025Q1: 26,786 shares; 2025Q2: 33,342 shares; 2025Q3: 31,415 shares; 2025Q4: 150,993 shares 150,993 $14.8M 0.03% +119,578 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: 101,193 shares; 2024Q4: 97,754 shares; 2025Q1: 123,772 shares; 2025Q2: 169,996 shares; 2025Q3: 167,245 shares; 2025Q4: 175,747 shares 175,747 $14.7M 0.03% +8,502 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 21,635 shares; 2025Q1: 23,037 shares; 2025Q2: 19,851 shares; 2025Q3: 17,448 shares; 2025Q4: 90,604 shares 90,604 $14.6M 0.03% +73,156 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: 46,469 shares; 2024Q4: 49,399 shares; 2025Q1: 50,961 shares; 2025Q2: 48,229 shares; 2025Q3: 46,696 shares; 2025Q4: 48,040 shares 48,040 $14.5M 0.03% +1,344 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,403 shares; 2024Q4: 230,106 shares; 2025Q1: 227,310 shares; 2025Q2: 476,690 shares; 2025Q3: 480,762 shares; 2025Q4: 424,343 shares 424,343 $14.5M 0.03% -56,419 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: 19,899 shares; 2024Q4: 21,318 shares; 2025Q1: 25,930 shares; 2025Q2: 24,601 shares; 2025Q3: 25,002 shares; 2025Q4: 25,320 shares 25,320 $14.4M 0.03% +318 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,341 shares; 2024Q4: 195,506 shares; 2025Q1: 182,772 shares; 2025Q2: 243,386 shares; 2025Q3: 198,860 shares; 2025Q4: 177,171 shares 177,171 $14M 0.03% -21,689 Timeline USRT 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: 98,895 shares; 2024Q4: 135,476 shares; 2025Q1: 175,549 shares; 2025Q2: 208,591 shares; 2025Q3: 225,878 shares; 2025Q4: 244,201 shares 244,201 $13.9M 0.03% +18,323 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,878 shares; 2025Q3: 308,381 shares; 2025Q4: 278,733 shares 278,733 $13.9M 0.03% -29,648 Timeline IBDU 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: 49,451 shares; 2024Q4: 355,527 shares; 2025Q1: 402,933 shares; 2025Q2: 403,174 shares; 2025Q3: 511,634 shares; 2025Q4: 590,443 shares 590,443 $13.8M 0.03% +78,809 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156,325 shares; 2025Q1: 216,319 shares; 2025Q2: 261,528 shares; 2025Q3: 316,849 shares; 2025Q4: 338,100 shares 338,100 $13.8M 0.03% +21,251 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,579 shares; 2024Q4: 7,273 shares; 2025Q1: 7,296 shares; 2025Q2: 7,448 shares; 2025Q3: 7,384 shares; 2025Q4: 6,358 shares 6,358 $13.6M 0.03% -1,026 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: 101,390 shares; 2024Q4: 97,451 shares; 2025Q1: 122,702 shares; 2025Q2: 129,003 shares; 2025Q3: 134,518 shares; 2025Q4: 141,272 shares 141,272 $13.6M 0.03% +6,754 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,659 shares; 2024Q4: 187,216 shares; 2025Q1: 190,707 shares; 2025Q2: 189,799 shares; 2025Q3: 188,115 shares; 2025Q4: 194,872 shares 194,872 $13.6M 0.03% +6,757 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,289 shares; 2024Q4: 98,780 shares; 2025Q1: 108,119 shares; 2025Q2: 118,516 shares; 2025Q3: 116,750 shares; 2025Q4: 153,149 shares 153,149 $13.4M 0.03% +36,399 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,573 shares; 2024Q4: 68,191 shares; 2025Q1: 73,267 shares; 2025Q2: 67,667 shares; 2025Q3: 62,985 shares; 2025Q4: 118,802 shares 118,802 $13.3M 0.03% +55,817 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,101 shares; 2024Q4: 128,350 shares; 2025Q1: 129,907 shares; 2025Q2: 137,086 shares; 2025Q3: 138,501 shares; 2025Q4: 180,630 shares 180,630 $13.3M 0.03% +42,129 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,600 shares; 2025Q1: 3,194 shares; 2025Q2: 5,436 shares; 2025Q3: 6,401 shares; 2025Q4: 14,076 shares 14,076 $13.1M 0.02% +7,675 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,924 shares; 2025Q1: 324,461 shares; 2025Q2: 248,891 shares; 2025Q3: 267,372 shares; 2025Q4: 267,982 shares 267,982 $13.1M 0.02% +610 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,584 shares; 2024Q4: 215,870 shares; 2025Q1: 186,742 shares; 2025Q2: 196,213 shares; 2025Q3: 37,329 shares; 2025Q4: 36,690 shares 36,690 $13.1M 0.02% -639 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 142,248 shares 142,248 $13.1M 0.02% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,108 shares; 2024Q4: 250,044 shares; 2025Q1: 428,747 shares; 2025Q2: 581,680 shares; 2025Q3: 603,296 shares; 2025Q4: 634,034 shares 634,034 $13.1M 0.02% +30,738 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,704 shares; 2024Q4: 41,225 shares; 2025Q1: 52,541 shares; 2025Q2: 52,586 shares; 2025Q3: 51,264 shares; 2025Q4: 52,126 shares 52,126 $12.8M 0.02% +862 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: 45,664 shares; 2024Q4: 50,281 shares; 2025Q1: 47,851 shares; 2025Q2: 47,151 shares; 2025Q3: 46,046 shares; 2025Q4: 45,966 shares 45,966 $12.8M 0.02% -80 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,579 shares; 2024Q4: 26,870 shares; 2025Q1: 31,630 shares; 2025Q2: 37,227 shares; 2025Q3: 45,360 shares; 2025Q4: 45,016 shares 45,016 $12.8M 0.02% -344 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: 154,076 shares; 2024Q4: 146,756 shares; 2025Q1: 159,132 shares; 2025Q2: 175,634 shares; 2025Q3: 188,330 shares; 2025Q4: 147,409 shares 147,409 $12.7M 0.02% -40,921 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: 78,170 shares; 2024Q4: 77,680 shares; 2025Q1: 80,874 shares; 2025Q2: 67,609 shares; 2025Q3: 67,731 shares; 2025Q4: 65,405 shares 65,405 $12.7M 0.02% -2,326 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,486 shares; 2024Q4: 493,926 shares; 2025Q1: 478,207 shares; 2025Q2: 512,118 shares; 2025Q3: 517,061 shares; 2025Q4: 762,872 shares 762,872 $12.6M 0.02% +245,811 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: 93,682 shares; 2024Q4: 92,644 shares; 2025Q1: 90,081 shares; 2025Q2: 90,409 shares; 2025Q3: 90,619 shares; 2025Q4: 89,002 shares 89,002 $12.6M 0.02% -1,617 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,864 shares; 2024Q4: 357,370 shares; 2025Q1: 367,195 shares; 2025Q2: 359,116 shares; 2025Q3: 355,691 shares; 2025Q4: 343,166 shares 343,166 $12.6M 0.02% -12,525 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,031 shares; 2024Q4: 740,965 shares; 2025Q1: 750,303 shares; 2025Q2: 180,094 shares; 2025Q3: 152,271 shares; 2025Q4: 140,933 shares 140,933 $12.5M 0.02% -11,338 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,229 shares; 2024Q4: 33,110 shares; 2025Q1: 40,246 shares; 2025Q2: 42,701 shares; 2025Q3: 42,336 shares; 2025Q4: 42,698 shares 42,698 $12.4M 0.02% +362 Timeline NEAR 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: 458,490 shares; 2024Q4: 398,201 shares; 2025Q1: 370,370 shares; 2025Q2: 294,471 shares; 2025Q3: 265,695 shares; 2025Q4: 241,761 shares 241,761 $12.4M 0.02% -23,934 Timeline GDXJ 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: 4,955 shares; 2024Q4: not reported; 2025Q1: 91,660 shares; 2025Q2: 103,084 shares; 2025Q3: 107,329 shares; 2025Q4: 108,073 shares 108,073 $12.3M 0.02% +744 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 498,362 shares; 2025Q4: 498,362 shares 498,362 $12.3M 0.02% 0 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: 124,341 shares; 2024Q4: 117,292 shares; 2025Q1: 140,285 shares; 2025Q2: 149,829 shares; 2025Q3: 151,468 shares; 2025Q4: 166,424 shares 166,424 $12.3M 0.02% +14,956 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,725 shares; 2024Q4: 247,378 shares; 2025Q1: 262,208 shares; 2025Q2: 261,245 shares; 2025Q3: 264,287 shares; 2025Q4: 275,747 shares 275,747 $12.3M 0.02% +11,460 Timeline SCZ 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: 154,206 shares; 2024Q4: 151,986 shares; 2025Q1: 156,650 shares; 2025Q2: 157,557 shares; 2025Q3: 149,987 shares; 2025Q4: 157,743 shares 157,743 $12.2M 0.02% +7,756 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: 3,733 shares; 2024Q4: 3,848 shares; 2025Q1: 5,832 shares; 2025Q2: 9,098 shares; 2025Q3: 7,832 shares; 2025Q4: 81,786 shares 81,786 $12.2M 0.02% +73,954 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 31,648 shares; 2025Q1: 64,579 shares; 2025Q2: 64,266 shares; 2025Q3: 65,810 shares; 2025Q4: 67,602 shares 67,602 $12.2M 0.02% +1,792 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: 29,092 shares; 2024Q4: 30,660 shares; 2025Q1: 31,390 shares; 2025Q2: 30,172 shares; 2025Q3: 30,795 shares; 2025Q4: 75,428 shares 75,428 $12.1M 0.02% +44,633 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,003 shares; 2025Q1: 629,237 shares; 2025Q2: 1,506,922 shares; 2025Q3: 1,865,214 shares; 2025Q4: 2,240,397 shares 2,240,397 $12.1M 0.02% +375,183 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,739 shares; 2024Q4: 198,202 shares; 2025Q1: 197,215 shares; 2025Q2: 198,252 shares; 2025Q3: 196,124 shares; 2025Q4: 206,441 shares 206,441 $12.1M 0.02% +10,317 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,524 shares; 2024Q4: 78,721 shares; 2025Q1: 79,501 shares; 2025Q2: 78,507 shares; 2025Q3: 78,234 shares; 2025Q4: 78,115 shares 78,115 $12.1M 0.02% -119 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,980 shares; 2024Q4: 1,113,538 shares; 2025Q1: 1,139,960 shares; 2025Q2: 575,954 shares; 2025Q3: 573,259 shares; 2025Q4: 165,668 shares 165,668 $12M 0.02% -407,591 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,210 shares; 2024Q4: 83,284 shares; 2025Q1: 93,916 shares; 2025Q2: 94,685 shares; 2025Q3: 102,851 shares; 2025Q4: 103,873 shares 103,873 $12M 0.02% +1,022 Timeline HDV 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: 91,631 shares; 2024Q4: 92,408 shares; 2025Q1: 92,387 shares; 2025Q2: 91,856 shares; 2025Q3: 90,613 shares; 2025Q4: 96,558 shares 96,558 $11.7M 0.02% +5,945 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 110,000 shares; 2025Q2: 152,044 shares; 2025Q3: 189,123 shares; 2025Q4: 228,205 shares 228,205 $11.6M 0.02% +39,082 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,527 shares; 2024Q4: 214,687 shares; 2025Q1: 197,870 shares; 2025Q2: 171,612 shares; 2025Q3: 146,339 shares; 2025Q4: 258,332 shares 258,332 $11.6M 0.02% +111,993 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,306 shares; 2024Q4: 258,765 shares; 2025Q1: 250,632 shares; 2025Q2: 254,886 shares; 2025Q3: 250,363 shares; 2025Q4: 251,507 shares 251,507 $11.5M 0.02% +1,144 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: 101,082 shares; 2024Q4: 105,115 shares; 2025Q1: 134,476 shares; 2025Q2: 123,805 shares; 2025Q3: 145,176 shares; 2025Q4: 141,527 shares 141,527 $11.5M 0.02% -3,649 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: 139,951 shares; 2024Q4: 142,621 shares; 2025Q1: 159,512 shares; 2025Q2: 153,275 shares; 2025Q3: 135,399 shares; 2025Q4: 135,622 shares 135,622 $11.4M 0.02% +223 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: 26,487 shares; 2024Q4: 31,493 shares; 2025Q1: 45,842 shares; 2025Q2: 49,762 shares; 2025Q3: 117,545 shares; 2025Q4: 46,914 shares 46,914 $11.4M 0.02% -70,631 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: 118,921 shares; 2024Q4: 114,563 shares; 2025Q1: 112,736 shares; 2025Q2: 118,624 shares; 2025Q3: 120,950 shares; 2025Q4: 138,194 shares 138,194 $11.3M 0.02% +17,244 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,897 shares; 2024Q4: 28,121 shares; 2025Q1: 21,953 shares; 2025Q2: 19,698 shares; 2025Q3: 19,947 shares; 2025Q4: 20,216 shares 20,216 $11.1M 0.02% +269 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,323 shares; 2024Q4: 72,784 shares; 2025Q1: 81,769 shares; 2025Q2: 86,831 shares; 2025Q3: 89,357 shares; 2025Q4: 92,880 shares 92,880 $11.1M 0.02% +3,523 Timeline JPIN 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: 144,798 shares; 2024Q4: 156,890 shares; 2025Q1: 158,516 shares; 2025Q2: 157,813 shares; 2025Q3: 160,729 shares; 2025Q4: 163,054 shares 163,054 $11.1M 0.02% +2,325 Timeline QXO QXO INC More: the full row for QXO 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: 180,360 shares; 2025Q2: 296,816 shares; 2025Q3: 359,765 shares; 2025Q4: 573,365 shares 573,365 $11.1M 0.02% +213,600 Timeline IVVB 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: 243,967 shares; 2024Q4: 276,361 shares; 2025Q1: 330,931 shares; 2025Q2: 378,347 shares; 2025Q3: 412,398 shares; 2025Q4: 333,572 shares 333,572 $11M 0.02% -78,826 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,056 shares; 2024Q4: 21,919 shares; 2025Q1: 24,335 shares; 2025Q2: 26,248 shares; 2025Q3: 25,490 shares; 2025Q4: 31,191 shares 31,191 $11M 0.02% +5,701 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,093 shares; 2024Q4: 318,482 shares; 2025Q1: 341,396 shares; 2025Q2: 340,262 shares; 2025Q3: 386,724 shares; 2025Q4: 398,231 shares 398,231 $10.9M 0.02% +11,507 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,183 shares; 2024Q4: 454,419 shares; 2025Q1: 491,246 shares; 2025Q2: 476,855 shares; 2025Q3: 481,551 shares; 2025Q4: 462,313 shares 462,313 $10.9M 0.02% -19,238 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,680 shares; 2024Q4: 154,302 shares; 2025Q1: 191,711 shares; 2025Q2: 159,492 shares; 2025Q3: 155,081 shares; 2025Q4: 186,170 shares 186,170 $10.9M 0.02% +31,089 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: 18,018 shares; 2024Q4: 19,195 shares; 2025Q1: 42,410 shares; 2025Q2: 46,145 shares; 2025Q3: 45,362 shares; 2025Q4: 41,611 shares 41,611 $10.9M 0.02% -3,751 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,968 shares; 2024Q4: 349,051 shares; 2025Q1: 351,625 shares; 2025Q2: 348,960 shares; 2025Q3: 343,493 shares; 2025Q4: 331,842 shares 331,842 $10.9M 0.02% -11,651 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,797 shares; 2024Q4: 329,299 shares; 2025Q1: 280,831 shares; 2025Q2: 262,346 shares; 2025Q3: 247,942 shares; 2025Q4: 331,156 shares 331,156 $10.8M 0.02% +83,214 Timeline NULV 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: 211,967 shares; 2024Q4: 213,971 shares; 2025Q1: 217,594 shares; 2025Q2: 218,916 shares; 2025Q3: 214,260 shares; 2025Q4: 238,109 shares 238,109 $10.7M 0.02% +23,849 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,745 shares; 2024Q4: 179,458 shares; 2025Q1: 214,915 shares; 2025Q2: 218,880 shares; 2025Q3: 211,710 shares; 2025Q4: 198,672 shares 198,672 $10.7M 0.02% -13,038 Timeline NULG 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: 94,145 shares; 2024Q4: 96,414 shares; 2025Q1: 100,278 shares; 2025Q2: 98,449 shares; 2025Q3: 98,662 shares; 2025Q4: 108,772 shares 108,772 $10.6M 0.02% +10,110 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,326 shares; 2024Q4: 166,934 shares; 2025Q1: 154,567 shares; 2025Q2: 158,519 shares; 2025Q3: 155,219 shares; 2025Q4: 166,445 shares 166,445 $10.6M 0.02% +11,226 Timeline GNR 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: 294,813 shares; 2024Q4: 184,603 shares; 2025Q1: 166,231 shares; 2025Q2: 160,260 shares; 2025Q3: 164,806 shares; 2025Q4: 170,134 shares 170,134 $10.6M 0.02% +5,328 Timeline PXH 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: 398,240 shares; 2024Q4: 397,388 shares; 2025Q1: 397,750 shares; 2025Q2: 457,575 shares; 2025Q3: 402,679 shares; 2025Q4: 408,538 shares 408,538 $10.5M 0.02% +5,859 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: 25,670 shares; 2024Q4: 30,786 shares; 2025Q1: 31,544 shares; 2025Q2: 33,362 shares; 2025Q3: 36,273 shares; 2025Q4: 38,437 shares 38,437 $10.4M 0.02% +2,164 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,370 shares; 2024Q4: 148,453 shares; 2025Q1: 157,795 shares; 2025Q2: 163,475 shares; 2025Q3: 164,699 shares; 2025Q4: 177,810 shares 177,810 $10.4M 0.02% +13,111 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 11,563 shares; 2025Q1: 14,768 shares; 2025Q2: 14,417 shares; 2025Q3: 14,182 shares; 2025Q4: 13,582 shares 13,582 $10.4M 0.02% -600 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,140 shares; 2024Q4: 454,531 shares; 2025Q1: 463,462 shares; 2025Q2: 345,881 shares; 2025Q3: 446,385 shares; 2025Q4: 456,177 shares 456,177 $10.3M 0.02% +9,792 Timeline IBDV 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: 39,725 shares; 2024Q4: 42,585 shares; 2025Q1: 44,397 shares; 2025Q2: 35,735 shares; 2025Q3: 40,622 shares; 2025Q4: 467,361 shares 467,361 $10.3M 0.02% +426,739 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,130 shares; 2025Q1: 245,103 shares; 2025Q2: 259,885 shares; 2025Q3: 450,177 shares; 2025Q4: 468,386 shares 468,386 $10.3M 0.02% +18,209 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,058 shares; 2024Q4: 60,648 shares; 2025Q1: 53,734 shares; 2025Q2: 215,602 shares; 2025Q3: 247,691 shares; 2025Q4: 484,204 shares 484,204 $10.3M 0.02% +236,513 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,799 shares; 2024Q4: 56,447 shares; 2025Q1: 56,330 shares; 2025Q2: 58,692 shares; 2025Q3: 57,399 shares; 2025Q4: 60,371 shares 60,371 $10.2M 0.02% +2,972 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 17,975 shares; 2025Q1: 16,113 shares; 2025Q2: 22,657 shares; 2025Q3: 35,998 shares; 2025Q4: 116,495 shares 116,495 $10.1M 0.02% +80,497 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,170 shares; 2024Q4: 57,182 shares; 2025Q1: 73,111 shares; 2025Q2: 108,213 shares; 2025Q3: 135,066 shares; 2025Q4: 169,040 shares 169,040 $9.98M 0.02% +33,974 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 14,821 shares; 2025Q1: 12,381 shares; 2025Q2: 13,121 shares; 2025Q3: 15,666 shares; 2025Q4: 17,539 shares 17,539 $9.96M 0.02% +1,873 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,851 shares; 2025Q3: 134,094 shares; 2025Q4: 139,125 shares 139,125 $9.88M 0.02% +5,031 Timeline FDVV 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: 206,416 shares; 2024Q4: 208,395 shares; 2025Q1: 210,561 shares; 2025Q2: 211,520 shares; 2025Q3: 199,899 shares; 2025Q4: 173,955 shares 173,955 $9.86M 0.02% -25,944 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,947 shares; 2024Q4: 903,982 shares; 2025Q1: 1,003,234 shares; 2025Q2: 1,092,658 shares; 2025Q3: 1,167,349 shares; 2025Q4: 1,211,339 shares 1,211,339 $9.82M 0.02% +43,990 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 7,672 shares; 2025Q1: 29,347 shares; 2025Q2: 38,699 shares; 2025Q3: 45,700 shares; 2025Q4: 50,114 shares 50,114 $9.74M 0.02% +4,414 Timeline IGV 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: 88,521 shares; 2024Q4: 93,970 shares; 2025Q1: 93,319 shares; 2025Q2: 90,225 shares; 2025Q3: 91,759 shares; 2025Q4: 92,052 shares 92,052 $9.73M 0.02% +293 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,988 shares; 2024Q4: 50,205 shares; 2025Q1: 71,655 shares; 2025Q2: 71,482 shares; 2025Q3: 75,351 shares; 2025Q4: 97,467 shares 97,467 $9.67M 0.02% +22,116 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: 37,349 shares; 2024Q4: 37,706 shares; 2025Q1: 37,993 shares; 2025Q2: 44,567 shares; 2025Q3: 45,728 shares; 2025Q4: 49,179 shares 49,179 $9.6M 0.02% +3,451 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,009 shares; 2024Q4: 85,786 shares; 2025Q1: 93,779 shares; 2025Q2: 92,846 shares; 2025Q3: 90,093 shares; 2025Q4: 94,948 shares 94,948 $9.58M 0.02% +4,855 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: not reported; 2025Q1: not reported; 2025Q2: 15,973 shares; 2025Q3: 141,772 shares; 2025Q4: 196,873 shares 196,873 $9.49M 0.02% +55,101 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 331,635 shares; 2025Q1: 626,426 shares; 2025Q2: 820,279 shares; 2025Q3: 1,005,488 shares; 2025Q4: 1,193,852 shares 1,193,852 $9.47M 0.02% +188,364 Timeline DSTL 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: 1,122,775 shares; 2024Q4: 249,961 shares; 2025Q1: 228,878 shares; 2025Q2: 170,713 shares; 2025Q3: 163,436 shares; 2025Q4: 160,129 shares 160,129 $9.43M 0.02% -3,307 Timeline UCON 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: 239,191 shares; 2024Q4: 232,743 shares; 2025Q1: 228,815 shares; 2025Q2: 447,389 shares; 2025Q3: 422,680 shares; 2025Q4: 373,976 shares 373,976 $9.41M 0.02% -48,704 Timeline IJS 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: 96,561 shares; 2024Q4: 105,707 shares; 2025Q1: 90,765 shares; 2025Q2: 81,195 shares; 2025Q3: 78,111 shares; 2025Q4: 82,752 shares 82,752 $9.41M 0.02% +4,641 Timeline