VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474,212 shares; 2024Q4: 3,646,211 shares; 2025Q1: 3,898,203 shares; 2025Q2: 4,281,559 shares; 2025Q3: 4,401,078 shares; 2025Q4: 4,684,615 shares 4,684,615 $2.94B 4.28% +283,537 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: 7,271,752 shares; 2024Q4: 7,339,778 shares; 2025Q1: 8,548,599 shares; 2025Q2: 8,850,687 shares; 2025Q3: 8,800,700 shares; 2025Q4: 9,120,631 shares 9,120,631 $2.48B 3.61% +319,931 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: 8,994,223 shares; 2024Q4: 9,279,637 shares; 2025Q1: 10,806,277 shares; 2025Q2: 10,910,206 shares; 2025Q3: 11,717,139 shares; 2025Q4: 12,589,530 shares 12,589,530 $2.35B 3.42% +872,391 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: 3,190,595 shares; 2024Q4: 3,122,622 shares; 2025Q1: 3,617,099 shares; 2025Q2: 3,691,254 shares; 2025Q3: 3,663,123 shares; 2025Q4: 3,803,858 shares 3,803,858 $1.84B 2.68% +140,735 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843,551 shares; 2024Q4: 1,987,322 shares; 2025Q1: 2,068,242 shares; 2025Q2: 2,264,625 shares; 2025Q3: 2,309,968 shares; 2025Q4: 2,547,714 shares 2,547,714 $1.75B 2.54% +237,746 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: 2,234,812 shares; 2024Q4: 2,206,917 shares; 2025Q1: 2,248,307 shares; 2025Q2: 2,205,136 shares; 2025Q3: 2,186,767 shares; 2025Q4: 2,062,749 shares 2,062,749 $1.41B 2.05% -124,018 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: 15,432,650 shares; 2024Q4: 16,706,732 shares; 2025Q1: 16,633,500 shares; 2025Q2: 17,482,679 shares; 2025Q3: 18,676,897 shares; 2025Q4: 19,343,762 shares 19,343,762 $1.21B 1.76% +666,865 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776,590 shares; 2024Q4: 2,835,419 shares; 2025Q1: 3,328,122 shares; 2025Q2: 3,477,919 shares; 2025Q3: 3,418,726 shares; 2025Q4: 3,504,667 shares 3,504,667 $1.1B 1.6% +85,941 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: 3,639,220 shares; 2024Q4: 3,612,090 shares; 2025Q1: 4,225,701 shares; 2025Q2: 4,315,439 shares; 2025Q3: 4,498,676 shares; 2025Q4: 4,741,160 shares 4,741,160 $1.09B 1.6% +242,484 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: 2,480,769 shares; 2024Q4: 2,371,758 shares; 2025Q1: 3,173,396 shares; 2025Q2: 3,283,668 shares; 2025Q3: 3,245,951 shares; 2025Q4: 3,360,889 shares 3,360,889 $1.05B 1.54% +114,938 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: 2,001,287 shares; 2024Q4: 1,908,930 shares; 2025Q1: 2,857,017 shares; 2025Q2: 2,879,439 shares; 2025Q3: 2,872,494 shares; 2025Q4: 2,968,332 shares 2,968,332 $1.03B 1.5% +95,838 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: 8,712,373 shares; 2024Q4: 8,975,341 shares; 2025Q1: 9,832,131 shares; 2025Q2: 11,680,694 shares; 2025Q3: 11,600,724 shares; 2025Q4: 11,216,043 shares 11,216,043 $1B 1.46% -384,681 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: 6,356,220 shares; 2024Q4: 6,439,118 shares; 2025Q1: 6,501,095 shares; 2025Q2: 6,533,700 shares; 2025Q3: 6,144,729 shares; 2025Q4: 6,117,187 shares 6,117,187 $877M 1.28% -27,542 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: 4,868,447 shares; 2024Q4: 5,847,781 shares; 2025Q1: 6,246,217 shares; 2025Q2: 6,704,353 shares; 2025Q3: 7,021,638 shares; 2025Q4: 7,991,803 shares 7,991,803 $798M 1.16% +970,165 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: 580,520 shares; 2024Q4: 580,815 shares; 2025Q1: 600,130 shares; 2025Q2: 607,198 shares; 2025Q3: 690,583 shares; 2025Q4: 708,180 shares 708,180 $761M 1.11% +17,597 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: 748,222 shares; 2024Q4: 705,638 shares; 2025Q1: 1,142,252 shares; 2025Q2: 880,958 shares; 2025Q3: 970,695 shares; 2025Q4: 1,092,345 shares 1,092,345 $721M 1.05% +121,650 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: 2,583,297 shares; 2024Q4: 2,690,956 shares; 2025Q1: 2,689,934 shares; 2025Q2: 3,755,880 shares; 2025Q3: 3,709,017 shares; 2025Q4: 3,527,690 shares 3,527,690 $701M 1.02% -181,327 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: 1,715,050 shares; 2024Q4: 1,651,743 shares; 2025Q1: 1,999,141 shares; 2025Q2: 1,997,882 shares; 2025Q3: 1,965,883 shares; 2025Q4: 2,050,821 shares 2,050,821 $661M 0.96% +84,938 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: 1,208,365 shares; 2024Q4: 1,574,001 shares; 2025Q1: 1,630,879 shares; 2025Q2: 1,671,202 shares; 2025Q3: 1,710,873 shares; 2025Q4: 1,876,008 shares 1,876,008 $629M 0.92% +165,135 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: 6,217,901 shares; 2024Q4: 18,460,760 shares; 2025Q1: 18,682,304 shares; 2025Q2: 18,731,019 shares; 2025Q3: 18,864,225 shares; 2025Q4: 18,990,659 shares 18,990,659 $511M 0.75% +126,434 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: 388,135 shares; 2024Q4: 393,754 shares; 2025Q1: 403,012 shares; 2025Q2: 457,134 shares; 2025Q3: 501,356 shares; 2025Q4: 1,081,545 shares 1,081,545 $486M 0.71% +580,189 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: 1,347,670 shares; 2024Q4: 1,302,915 shares; 2025Q1: 1,433,116 shares; 2025Q2: 1,430,975 shares; 2025Q3: 1,469,597 shares; 2025Q4: 3,013,077 shares 3,013,077 $463M 0.67% +1,543,480 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: 682,159 shares; 2024Q4: 681,967 shares; 2025Q1: 699,177 shares; 2025Q2: 731,557 shares; 2025Q3: 730,613 shares; 2025Q4: 751,154 shares 751,154 $461M 0.67% +20,541 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: 934,462 shares; 2024Q4: 943,518 shares; 2025Q1: 930,805 shares; 2025Q2: 884,860 shares; 2025Q3: 798,380 shares; 2025Q4: 964,215 shares 964,215 $456M 0.67% +165,835 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: 2,037,781 shares; 2024Q4: 2,447,744 shares; 2025Q1: 2,489,394 shares; 2025Q2: 3,754,934 shares; 2025Q3: 4,049,483 shares; 2025Q4: 3,658,671 shares 3,658,671 $440M 0.64% -390,812 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: 937,705 shares; 2024Q4: 897,281 shares; 2025Q1: 1,095,778 shares; 2025Q2: 1,112,483 shares; 2025Q3: 1,110,186 shares; 2025Q4: 1,133,134 shares 1,133,134 $397M 0.58% +22,948 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: 1,174,783 shares; 2024Q4: 1,113,167 shares; 2025Q1: 1,175,672 shares; 2025Q2: 2,473,988 shares; 2025Q3: 1,861,672 shares; 2025Q4: 3,943,067 shares 3,943,067 $396M 0.58% +2,081,395 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: 620,969 shares; 2024Q4: 633,681 shares; 2025Q1: 727,188 shares; 2025Q2: 774,995 shares; 2025Q3: 767,928 shares; 2025Q4: 782,056 shares 782,056 $393M 0.57% +14,128 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: 890,815 shares; 2024Q4: 1,201,016 shares; 2025Q1: 1,371,615 shares; 2025Q2: 1,701,457 shares; 2025Q3: 1,756,382 shares; 2025Q4: 1,963,478 shares 1,963,478 $376M 0.55% +207,096 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: 1,459,080 shares; 2024Q4: 1,439,967 shares; 2025Q1: 1,772,112 shares; 2025Q2: 1,811,564 shares; 2025Q3: 1,782,644 shares; 2025Q4: 1,806,885 shares 1,806,885 $374M 0.55% +24,241 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: 3,776,566 shares; 2024Q4: 3,919,736 shares; 2025Q1: 4,085,182 shares; 2025Q2: 4,444,636 shares; 2025Q3: 4,735,848 shares; 2025Q4: 5,286,074 shares 5,286,074 $355M 0.52% +550,226 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: 1,733,519 shares; 2024Q4: 1,767,365 shares; 2025Q1: 2,990,710 shares; 2025Q2: 2,950,448 shares; 2025Q3: 3,011,208 shares; 2025Q4: 3,171,875 shares 3,171,875 $353M 0.52% +160,667 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: 384,175 shares; 2024Q4: 372,150 shares; 2025Q1: 386,991 shares; 2025Q2: 393,707 shares; 2025Q3: 403,482 shares; 2025Q4: 405,773 shares 405,773 $350M 0.51% +2,291 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,041 shares; 2024Q4: 796,373 shares; 2025Q1: 797,511 shares; 2025Q2: 796,654 shares; 2025Q3: 796,563 shares; 2025Q4: 786,833 shares 786,833 $349M 0.51% -9,730 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: 3,393,418 shares; 2024Q4: 3,957,615 shares; 2025Q1: 4,492,848 shares; 2025Q2: 4,406,810 shares; 2025Q3: 4,992,224 shares; 2025Q4: 5,102,306 shares 5,102,306 $337M 0.49% +110,082 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: 675,078 shares; 2024Q4: 721,597 shares; 2025Q1: 792,549 shares; 2025Q2: 921,472 shares; 2025Q3: 943,047 shares; 2025Q4: 1,117,113 shares 1,117,113 $325M 0.47% +174,066 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,168,529 shares; 2024Q4: 9,394,590 shares; 2025Q1: 9,959,641 shares; 2025Q2: 10,533,231 shares; 2025Q3: 11,074,917 shares; 2025Q4: 11,679,296 shares 11,679,296 $301M 0.44% +604,379 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: 2,185,707 shares; 2024Q4: 2,155,823 shares; 2025Q1: 2,100,645 shares; 2025Q2: 2,030,281 shares; 2025Q3: 2,016,646 shares; 2025Q4: 1,962,466 shares 1,962,466 $292M 0.43% -54,180 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073,907 shares; 2024Q4: 1,071,198 shares; 2025Q1: 1,071,106 shares; 2025Q2: 1,122,722 shares; 2025Q3: 1,151,952 shares; 2025Q4: 1,156,354 shares 1,156,354 $289M 0.42% +4,402 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: 67,166 shares; 2024Q4: 64,094 shares; 2025Q1: 81,359 shares; 2025Q2: 492,107 shares; 2025Q3: 1,770,943 shares; 2025Q4: 3,476,958 shares 3,476,958 $287M 0.42% +1,706,015 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: 3,376,630 shares; 2024Q4: 3,463,004 shares; 2025Q1: 3,666,884 shares; 2025Q2: 3,677,985 shares; 2025Q3: 3,961,733 shares; 2025Q4: 4,830,914 shares 4,830,914 $284M 0.41% +869,181 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: 685,829 shares; 2024Q4: 738,053 shares; 2025Q1: 737,801 shares; 2025Q2: 749,361 shares; 2025Q3: 757,510 shares; 2025Q4: 745,035 shares 745,035 $278M 0.41% -12,475 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: 834,464 shares; 2024Q4: 873,918 shares; 2025Q1: 979,028 shares; 2025Q2: 1,132,136 shares; 2025Q3: 1,137,257 shares; 2025Q4: 1,199,683 shares 1,199,683 $274M 0.4% +62,426 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: 216,833 shares; 2024Q4: 351,687 shares; 2025Q1: 363,423 shares; 2025Q2: 394,581 shares; 2025Q3: 572,552 shares; 2025Q4: 556,035 shares 556,035 $271M 0.4% -16,517 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: 3,244,343 shares; 2024Q4: 3,271,594 shares; 2025Q1: 3,264,440 shares; 2025Q2: 3,059,854 shares; 2025Q3: 3,129,037 shares; 2025Q4: 3,282,216 shares 3,282,216 $266M 0.39% +153,179 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: 673,876 shares; 2024Q4: 628,351 shares; 2025Q1: 726,317 shares; 2025Q2: 755,550 shares; 2025Q3: 762,518 shares; 2025Q4: 761,790 shares 761,790 $262M 0.38% -728 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: 2,039,806 shares; 2024Q4: 2,246,483 shares; 2025Q1: 2,534,124 shares; 2025Q2: 2,604,203 shares; 2025Q3: 2,906,337 shares; 2025Q4: 3,293,170 shares 3,293,170 $260M 0.38% +386,833 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: 583,683 shares; 2024Q4: 621,027 shares; 2025Q1: 753,029 shares; 2025Q2: 892,606 shares; 2025Q3: 1,016,839 shares; 2025Q4: 1,333,021 shares 1,333,021 $255M 0.37% +316,182 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: 2,291,226 shares; 2024Q4: 2,329,765 shares; 2025Q1: 2,527,046 shares; 2025Q2: 3,825,863 shares; 2025Q3: 3,815,434 shares; 2025Q4: 4,222,061 shares 4,222,061 $253M 0.37% +406,627 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: 1,880,236 shares; 2024Q4: 1,855,958 shares; 2025Q1: not reported; 2025Q2: 2,014,446 shares; 2025Q3: 1,999,860 shares; 2025Q4: 2,094,143 shares 2,094,143 $252M 0.37% +94,283 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: 3,570,373 shares; 2024Q4: 4,557,975 shares; 2025Q1: 4,951,561 shares; 2025Q2: 5,231,134 shares; 2025Q3: 5,092,944 shares; 2025Q4: 4,882,933 shares 4,882,933 $247M 0.36% -210,011 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922,743 shares; 2024Q4: 8,004,393 shares; 2025Q1: 7,590,393 shares; 2025Q2: 7,767,777 shares; 2025Q3: 8,355,667 shares; 2025Q4: 9,291,730 shares 9,291,730 $246M 0.36% +936,063 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: 181,424 shares; 2024Q4: 161,515 shares; 2025Q1: 226,777 shares; 2025Q2: 224,635 shares; 2025Q3: 209,086 shares; 2025Q4: 411,042 shares 411,042 $238M 0.35% +201,956 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: 2,935,213 shares; 2024Q4: 2,766,900 shares; 2025Q1: not reported; 2025Q2: 3,991,164 shares; 2025Q3: 4,098,167 shares; 2025Q4: 4,269,266 shares 4,269,266 $235M 0.34% +171,099 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: 2,035,960 shares; 2024Q4: 2,209,001 shares; 2025Q1: 2,329,857 shares; 2025Q2: 1,799,516 shares; 2025Q3: 1,846,448 shares; 2025Q4: 1,954,658 shares 1,954,658 $233M 0.34% +108,210 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: 885,270 shares; 2024Q4: 848,151 shares; 2025Q1: 1,021,466 shares; 2025Q2: 1,041,970 shares; 2025Q3: 1,065,726 shares; 2025Q4: 1,183,991 shares 1,183,991 $231M 0.34% +118,265 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: 2,262,390 shares; 2024Q4: 2,353,732 shares; 2025Q1: 2,512,379 shares; 2025Q2: 2,571,824 shares; 2025Q3: 2,782,956 shares; 2025Q4: 3,124,733 shares 3,124,733 $230M 0.34% +341,777 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: 373,570 shares; 2024Q4: 369,151 shares; 2025Q1: 362,048 shares; 2025Q2: 395,636 shares; 2025Q3: 392,203 shares; 2025Q4: 402,032 shares 402,032 $230M 0.33% +9,829 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134,443 shares; 2024Q4: 2,194,942 shares; 2025Q1: 2,295,240 shares; 2025Q2: 2,615,107 shares; 2025Q3: 2,687,213 shares; 2025Q4: 2,886,258 shares 2,886,258 $223M 0.33% +199,045 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: 680,484 shares; 2024Q4: 692,455 shares; 2025Q1: 1,108,843 shares; 2025Q2: 1,134,598 shares; 2025Q3: 1,127,670 shares; 2025Q4: 1,207,620 shares 1,207,620 $221M 0.32% +79,950 Timeline IQLT 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: 4,428,982 shares; 2024Q4: 3,573,299 shares; 2025Q1: 3,878,818 shares; 2025Q2: 4,618,991 shares; 2025Q3: 4,601,128 shares; 2025Q4: 4,835,530 shares 4,835,530 $221M 0.32% +234,402 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294,254 shares; 2024Q4: 2,397,520 shares; 2025Q1: 2,471,323 shares; 2025Q2: 2,511,067 shares; 2025Q3: 2,617,150 shares; 2025Q4: 2,657,363 shares 2,657,363 $220M 0.32% +40,213 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: 248,369 shares; 2024Q4: 903,710 shares; 2025Q1: 930,037 shares; 2025Q2: 947,224 shares; 2025Q3: 922,437 shares; 2025Q4: 841,877 shares 841,877 $207M 0.3% -80,560 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: 3,235,937 shares; 2024Q4: 3,998,830 shares; 2025Q1: 4,109,767 shares; 2025Q2: 4,152,644 shares; 2025Q3: 4,214,984 shares; 2025Q4: 4,039,189 shares 4,039,189 $203M 0.3% -175,795 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434,863 shares; 2024Q4: 3,436,633 shares; 2025Q1: 3,438,461 shares; 2025Q2: 3,455,643 shares; 2025Q3: 3,472,564 shares; 2025Q4: 3,569,519 shares 3,569,519 $203M 0.3% +96,955 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: 376,544 shares; 2024Q4: 418,630 shares; 2025Q1: 577,434 shares; 2025Q2: 628,562 shares; 2025Q3: 650,785 shares; 2025Q4: 770,780 shares 770,780 $199M 0.29% +119,995 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: 967,938 shares; 2024Q4: 1,006,068 shares; 2025Q1: 1,507,268 shares; 2025Q2: 1,538,380 shares; 2025Q3: 1,530,328 shares; 2025Q4: 1,579,648 shares 1,579,648 $198M 0.29% +49,320 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: 2,435,685 shares; 2024Q4: 2,387,046 shares; 2025Q1: 2,465,316 shares; 2025Q2: 2,488,536 shares; 2025Q3: 2,515,793 shares; 2025Q4: 2,566,130 shares 2,566,130 $198M 0.29% +50,337 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: 2,848,504 shares; 2024Q4: 3,283,155 shares; 2025Q1: 3,028,283 shares; 2025Q2: 2,966,897 shares; 2025Q3: 3,258,896 shares; 2025Q4: 3,599,061 shares 3,599,061 $193M 0.28% +340,165 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,602 shares; 2025Q1: 17,305 shares; 2025Q2: 2,207,273 shares; 2025Q3: 2,271,804 shares; 2025Q4: 2,511,491 shares 2,511,491 $190M 0.28% +239,687 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: 269,257 shares; 2024Q4: 266,611 shares; 2025Q1: 258,198 shares; 2025Q2: 257,863 shares; 2025Q3: 256,353 shares; 2025Q4: 251,932 shares 251,932 $190M 0.28% -4,421 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: 583,939 shares; 2024Q4: 638,877 shares; 2025Q1: 631,052 shares; 2025Q2: 651,453 shares; 2025Q3: 668,963 shares; 2025Q4: 857,698 shares 857,698 $189M 0.27% +188,735 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: 382,359 shares; 2024Q4: 394,571 shares; 2025Q1: 417,948 shares; 2025Q2: 449,938 shares; 2025Q3: 444,933 shares; 2025Q4: 450,601 shares 450,601 $186M 0.27% +5,668 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: 1,153,440 shares; 2024Q4: 1,205,747 shares; 2025Q1: 1,245,218 shares; 2025Q2: 1,223,425 shares; 2025Q3: 1,285,825 shares; 2025Q4: 1,204,393 shares 1,204,393 $184M 0.27% -81,432 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: 1,201,040 shares; 2024Q4: 1,165,617 shares; 2025Q1: 1,357,137 shares; 2025Q2: 1,481,171 shares; 2025Q3: 1,483,153 shares; 2025Q4: 1,352,810 shares 1,352,810 $183M 0.27% -130,343 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: 1,887,812 shares; 2024Q4: 1,774,281 shares; 2025Q1: 1,985,822 shares; 2025Q2: 1,986,725 shares; 2025Q3: 1,709,626 shares; 2025Q4: 1,719,450 shares 1,719,450 $181M 0.26% +9,824 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: 438,602 shares; 2024Q4: 819,398 shares; 2025Q1: 854,579 shares; 2025Q2: 873,126 shares; 2025Q3: 900,934 shares; 2025Q4: 949,186 shares 949,186 $175M 0.25% +48,252 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: 440,649 shares; 2024Q4: 440,013 shares; 2025Q1: 442,205 shares; 2025Q2: 426,750 shares; 2025Q3: 428,548 shares; 2025Q4: 438,250 shares 438,250 $174M 0.25% +9,702 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: 634,593 shares; 2024Q4: 761,649 shares; 2025Q1: 858,551 shares; 2025Q2: 748,054 shares; 2025Q3: 712,413 shares; 2025Q4: 811,830 shares 811,830 $170M 0.25% +99,417 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: 501,521 shares; 2024Q4: 502,286 shares; 2025Q1: 568,710 shares; 2025Q2: 540,932 shares; 2025Q3: 560,077 shares; 2025Q4: 552,566 shares 552,566 $168M 0.24% -7,511 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: 79,404 shares; 2024Q4: 80,301 shares; 2025Q1: 177,514 shares; 2025Q2: 175,609 shares; 2025Q3: 180,301 shares; 2025Q4: 186,287 shares 186,287 $164M 0.24% +5,986 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: 2,264,769 shares; 2024Q4: 6,714,292 shares; 2025Q1: 6,908,231 shares; 2025Q2: 6,003,923 shares; 2025Q3: 5,436,349 shares; 2025Q4: 5,437,844 shares 5,437,844 $164M 0.24% +1,495 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: 3,156,087 shares; 2024Q4: 6,433,068 shares; 2025Q1: 6,633,518 shares; 2025Q2: 6,655,981 shares; 2025Q3: 6,686,521 shares; 2025Q4: 6,703,358 shares 6,703,358 $161M 0.23% +16,837 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: 4,190,205 shares; 2024Q4: 4,176,321 shares; 2025Q1: 4,223,927 shares; 2025Q2: 4,094,600 shares; 2025Q3: 4,038,467 shares; 2025Q4: 3,995,456 shares 3,995,456 $158M 0.23% -43,011 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,403 shares; 2025Q1: 138,207 shares; 2025Q2: 137,607 shares; 2025Q3: 139,072 shares; 2025Q4: 147,415 shares 147,415 $158M 0.23% +8,343 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: 233,874 shares; 2024Q4: 230,215 shares; 2025Q1: 294,869 shares; 2025Q2: 260,329 shares; 2025Q3: 257,954 shares; 2025Q4: 270,926 shares 270,926 $155M 0.23% +12,972 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: 1,480,164 shares; 2024Q4: 1,440,275 shares; 2025Q1: not reported; 2025Q2: 1,618,159 shares; 2025Q3: 1,607,941 shares; 2025Q4: 1,612,846 shares 1,612,846 $155M 0.23% +4,905 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: 448,676 shares; 2024Q4: 453,804 shares; 2025Q1: 491,929 shares; 2025Q2: 483,749 shares; 2025Q3: 482,692 shares; 2025Q4: 504,941 shares 504,941 $154M 0.23% +22,249 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: 2,474,519 shares; 2024Q4: 2,563,927 shares; 2025Q1: 2,657,547 shares; 2025Q2: 2,766,692 shares; 2025Q3: 2,953,818 shares; 2025Q4: 3,077,484 shares 3,077,484 $154M 0.22% +123,666 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: 5,247,227 shares; 2024Q4: 5,305,626 shares; 2025Q1: 5,385,430 shares; 2025Q2: 3,897,165 shares; 2025Q3: 3,959,969 shares; 2025Q4: 4,037,300 shares 4,037,300 $149M 0.22% +77,331 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: 944,940 shares; 2024Q4: 895,928 shares; 2025Q1: 962,264 shares; 2025Q2: 938,159 shares; 2025Q3: 990,905 shares; 2025Q4: 1,038,712 shares 1,038,712 $149M 0.22% +47,807 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: 1,183,950 shares; 2024Q4: 5,635,367 shares; 2025Q1: 5,620,573 shares; 2025Q2: 5,594,469 shares; 2025Q3: 6,599,938 shares; 2025Q4: 5,432,741 shares 5,432,741 $149M 0.22% -1,167,197 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: 319,518 shares; 2024Q4: 316,048 shares; 2025Q1: 392,177 shares; 2025Q2: 412,447 shares; 2025Q3: 430,337 shares; 2025Q4: 481,946 shares 481,946 $148M 0.22% +51,609 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: 546,331 shares; 2024Q4: 630,088 shares; 2025Q1: 741,836 shares; 2025Q2: 774,507 shares; 2025Q3: 789,096 shares; 2025Q4: 824,134 shares 824,134 $146M 0.21% +35,038 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: 515,606 shares; 2024Q4: 431,932 shares; 2025Q1: 659,007 shares; 2025Q2: 632,282 shares; 2025Q3: 634,938 shares; 2025Q4: 676,784 shares 676,784 $145M 0.21% +41,846 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: 553,626 shares; 2024Q4: 533,151 shares; 2025Q1: 609,279 shares; 2025Q2: 654,015 shares; 2025Q3: 643,039 shares; 2025Q4: 533,938 shares 533,938 $141M 0.21% -109,101 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: 1,276,262 shares; 2024Q4: 1,380,432 shares; 2025Q1: 1,405,293 shares; 2025Q2: 1,442,903 shares; 2025Q3: 1,556,338 shares; 2025Q4: 1,742,393 shares 1,742,393 $139M 0.2% +186,055 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: 154,005 shares; 2024Q4: 140,891 shares; 2025Q1: not reported; 2025Q2: 191,066 shares; 2025Q3: 207,045 shares; 2025Q4: 208,473 shares 208,473 $138M 0.2% +1,428 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: 1,026,383 shares; 2024Q4: 1,005,008 shares; 2025Q1: 1,122,567 shares; 2025Q2: 1,152,806 shares; 2025Q3: 1,153,875 shares; 2025Q4: 1,186,769 shares 1,186,769 $135M 0.2% +32,894 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: 395,273 shares; 2024Q4: 389,138 shares; 2025Q1: 406,047 shares; 2025Q2: 423,019 shares; 2025Q3: 416,182 shares; 2025Q4: 411,873 shares 411,873 $135M 0.2% -4,309 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: 272,460 shares; 2024Q4: 274,868 shares; 2025Q1: 278,179 shares; 2025Q2: 286,305 shares; 2025Q3: 282,207 shares; 2025Q4: 286,710 shares 286,710 $134M 0.2% +4,503 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: 527,601 shares; 2024Q4: 546,009 shares; 2025Q1: 570,372 shares; 2025Q2: 537,357 shares; 2025Q3: 525,001 shares; 2025Q4: 535,711 shares 535,711 $132M 0.19% +10,710 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: 378,141 shares; 2024Q4: 383,813 shares; 2025Q1: 387,897 shares; 2025Q2: 379,296 shares; 2025Q3: 372,036 shares; 2025Q4: 758,635 shares 758,635 $132M 0.19% +386,599 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104,925 shares; 2024Q4: 2,220,674 shares; 2025Q1: 2,766,398 shares; 2025Q2: 2,670,904 shares; 2025Q3: 2,688,945 shares; 2025Q4: 2,773,927 shares 2,773,927 $130M 0.19% +84,982 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: 213,850 shares; 2024Q4: 220,318 shares; 2025Q1: 462,671 shares; 2025Q2: 495,125 shares; 2025Q3: 556,235 shares; 2025Q4: 585,829 shares 585,829 $129M 0.19% +29,594 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099,484 shares; 2024Q4: 1,083,511 shares; 2025Q1: 1,114,792 shares; 2025Q2: 1,364,614 shares; 2025Q3: 1,393,859 shares; 2025Q4: 1,407,963 shares 1,407,963 $129M 0.19% +14,104 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: 295,081 shares; 2024Q4: 259,952 shares; 2025Q1: 285,888 shares; 2025Q2: 315,630 shares; 2025Q3: 346,658 shares; 2025Q4: 410,448 shares 410,448 $128M 0.19% +63,790 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: 860,907 shares; 2024Q4: 883,960 shares; 2025Q1: 925,613 shares; 2025Q2: 995,346 shares; 2025Q3: 1,029,530 shares; 2025Q4: 1,079,242 shares 1,079,242 $126M 0.18% +49,712 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: 83,471 shares; 2024Q4: 83,051 shares; 2025Q1: 110,176 shares; 2025Q2: 132,591 shares; 2025Q3: 144,157 shares; 2025Q4: 1,339,726 shares 1,339,726 $126M 0.18% +1,195,569 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,943 shares; 2024Q4: 1,259,291 shares; 2025Q1: 1,309,664 shares; 2025Q2: 1,317,162 shares; 2025Q3: 1,326,229 shares; 2025Q4: 1,333,932 shares 1,333,932 $125M 0.18% +7,703 Timeline DFSV 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: 662,806 shares; 2024Q4: 789,402 shares; 2025Q1: 933,182 shares; 2025Q2: 3,035,274 shares; 2025Q3: 3,458,191 shares; 2025Q4: 3,806,878 shares 3,806,878 $125M 0.18% +348,687 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,246 shares; 2024Q4: 380,770 shares; 2025Q1: 370,713 shares; 2025Q2: 381,584 shares; 2025Q3: 408,487 shares; 2025Q4: 492,190 shares 492,190 $124M 0.18% +83,703 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: 1,399,650 shares; 2024Q4: 1,654,670 shares; 2025Q1: 1,665,392 shares; 2025Q2: 1,596,824 shares; 2025Q3: 1,584,181 shares; 2025Q4: 1,645,587 shares 1,645,587 $124M 0.18% +61,406 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: 87,153 shares; 2024Q4: 85,427 shares; 2025Q1: 89,656 shares; 2025Q2: 92,033 shares; 2025Q3: 91,464 shares; 2025Q4: 101,859 shares 101,859 $124M 0.18% +10,395 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: 3,366,439 shares; 2024Q4: 3,427,830 shares; 2025Q1: 3,533,369 shares; 2025Q2: 3,578,528 shares; 2025Q3: 4,173,527 shares; 2025Q4: 4,133,960 shares 4,133,960 $122M 0.18% -39,567 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,609 shares; 2024Q4: 900,243 shares; 2025Q1: 901,608 shares; 2025Q2: 907,585 shares; 2025Q3: 969,152 shares; 2025Q4: 942,890 shares 942,890 $122M 0.18% -26,262 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,882 shares; 2024Q4: 637,509 shares; 2025Q1: 1,290,879 shares; 2025Q2: 1,301,504 shares; 2025Q3: 1,226,179 shares; 2025Q4: 1,265,524 shares 1,265,524 $121M 0.18% +39,345 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,042 shares; 2024Q4: 238,029 shares; 2025Q1: 252,924 shares; 2025Q2: 263,692 shares; 2025Q3: 258,808 shares; 2025Q4: 261,553 shares 261,553 $119M 0.17% +2,745 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: 473,340 shares; 2024Q4: 437,128 shares; 2025Q1: 494,424 shares; 2025Q2: 539,643 shares; 2025Q3: 562,861 shares; 2025Q4: 605,149 shares 605,149 $118M 0.17% +42,288 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: 1,261,124 shares; 2024Q4: 1,184,426 shares; 2025Q1: 1,298,524 shares; 2025Q2: 1,366,565 shares; 2025Q3: 1,369,415 shares; 2025Q4: 1,444,225 shares 1,444,225 $116M 0.17% +74,810 Timeline DFUV 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: 2,510,125 shares; 2024Q4: 2,486,370 shares; 2025Q1: 2,418,447 shares; 2025Q2: 2,630,826 shares; 2025Q3: 2,513,989 shares; 2025Q4: 2,476,371 shares 2,476,371 $115M 0.17% -37,618 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: 2,134,175 shares; 2024Q4: 2,099,340 shares; 2025Q1: 2,182,869 shares; 2025Q2: 1,121,739 shares; 2025Q3: 1,173,137 shares; 2025Q4: 1,222,695 shares 1,222,695 $115M 0.17% +49,558 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: 106,520 shares; 2024Q4: 160,970 shares; 2025Q1: 153,558 shares; 2025Q2: 165,026 shares; 2025Q3: 169,987 shares; 2025Q4: 798,927 shares 798,927 $115M 0.17% +628,940 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: 251,888 shares; 2024Q4: 294,960 shares; 2025Q1: 304,597 shares; 2025Q2: 328,179 shares; 2025Q3: 344,524 shares; 2025Q4: 711,035 shares 711,035 $114M 0.17% +366,511 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: 299,691 shares; 2024Q4: 306,706 shares; 2025Q1: 329,317 shares; 2025Q2: 339,775 shares; 2025Q3: 346,407 shares; 2025Q4: 375,636 shares 375,636 $111M 0.16% +29,229 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: 1,086,616 shares; 2024Q4: 1,080,580 shares; 2025Q1: 1,108,183 shares; 2025Q2: 1,103,363 shares; 2025Q3: 1,102,326 shares; 2025Q4: 1,113,249 shares 1,113,249 $111M 0.16% +10,923 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890,700 shares; 2024Q4: 1,943,273 shares; 2025Q1: 2,009,680 shares; 2025Q2: 2,048,387 shares; 2025Q3: 2,132,331 shares; 2025Q4: 2,247,308 shares 2,247,308 $110M 0.16% +114,977 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: 565,579 shares; 2024Q4: 608,845 shares; 2025Q1: 607,208 shares; 2025Q2: 565,520 shares; 2025Q3: 560,018 shares; 2025Q4: 761,565 shares 761,565 $109M 0.16% +201,547 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: 235,383 shares; 2024Q4: 230,929 shares; 2025Q1: 271,069 shares; 2025Q2: 314,580 shares; 2025Q3: 317,999 shares; 2025Q4: 305,753 shares 305,753 $107M 0.16% -12,246 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: 728,275 shares; 2024Q4: 755,548 shares; 2025Q1: 747,721 shares; 2025Q2: 923,726 shares; 2025Q3: 867,825 shares; 2025Q4: 999,229 shares 999,229 $107M 0.16% +131,404 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: 2,260,557 shares; 2024Q4: 4,646,799 shares; 2025Q1: 4,783,873 shares; 2025Q2: 3,890,531 shares; 2025Q3: 3,776,607 shares; 2025Q4: 3,757,082 shares 3,757,082 $107M 0.16% -19,525 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: 304,101 shares; 2024Q4: 290,943 shares; 2025Q1: 331,745 shares; 2025Q2: 380,511 shares; 2025Q3: 401,646 shares; 2025Q4: 398,787 shares 398,787 $107M 0.16% -2,859 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: 610,010 shares; 2024Q4: 642,728 shares; 2025Q1: 629,300 shares; 2025Q2: 631,227 shares; 2025Q3: 627,149 shares; 2025Q4: 653,329 shares 653,329 $105M 0.15% +26,180 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: 181,868 shares; 2024Q4: 178,371 shares; 2025Q1: 174,442 shares; 2025Q2: 194,357 shares; 2025Q3: 194,144 shares; 2025Q4: 199,261 shares 199,261 $104M 0.15% +5,117 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: 730,874 shares; 2024Q4: 719,747 shares; 2025Q1: 765,685 shares; 2025Q2: 771,548 shares; 2025Q3: 753,558 shares; 2025Q4: 783,721 shares 783,721 $104M 0.15% +30,163 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: 106,252 shares; 2024Q4: 106,834 shares; 2025Q1: 119,627 shares; 2025Q2: 126,561 shares; 2025Q3: 128,316 shares; 2025Q4: 125,433 shares 125,433 $102M 0.15% -2,883 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: 307,818 shares; 2024Q4: 326,865 shares; 2025Q1: 284,169 shares; 2025Q2: 346,693 shares; 2025Q3: 641,069 shares; 2025Q4: 829,764 shares 829,764 $101M 0.15% +188,695 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,185 shares; 2024Q4: 836,605 shares; 2025Q1: 993,409 shares; 2025Q2: 1,066,263 shares; 2025Q3: 1,203,258 shares; 2025Q4: 1,181,571 shares 1,181,571 $101M 0.15% -21,687 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: 796,255 shares; 2024Q4: 2,919,588 shares; 2025Q1: 3,044,472 shares; 2025Q2: 3,119,923 shares; 2025Q3: 3,044,766 shares; 2025Q4: 3,065,447 shares 3,065,447 $100M 0.15% +20,681 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: 139,175 shares; 2024Q4: 162,397 shares; 2025Q1: 160,934 shares; 2025Q2: 164,538 shares; 2025Q3: 164,357 shares; 2025Q4: 172,941 shares 172,941 $97.9M 0.14% +8,584 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802,413 shares; 2024Q4: 2,849,242 shares; 2025Q1: 2,950,734 shares; 2025Q2: 3,046,620 shares; 2025Q3: 3,171,491 shares; 2025Q4: 3,334,783 shares 3,334,783 $97.9M 0.14% +163,292 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: 40,195 shares; 2024Q4: 36,991 shares; 2025Q1: 70,460 shares; 2025Q2: 77,318 shares; 2025Q3: 85,018 shares; 2025Q4: 91,185 shares 91,185 $97.6M 0.14% +6,167 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: 196,038 shares; 2024Q4: 229,773 shares; 2025Q1: 221,946 shares; 2025Q2: 217,131 shares; 2025Q3: 214,755 shares; 2025Q4: 452,281 shares 452,281 $95.1M 0.14% +237,526 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: 121,379 shares; 2024Q4: 122,449 shares; 2025Q1: 130,126 shares; 2025Q2: 221,268 shares; 2025Q3: 239,536 shares; 2025Q4: 449,781 shares 449,781 $93.9M 0.14% +210,245 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: 774,093 shares; 2024Q4: 868,597 shares; 2025Q1: 1,006,020 shares; 2025Q2: 915,207 shares; 2025Q3: 903,812 shares; 2025Q4: 971,307 shares 971,307 $93.4M 0.14% +67,495 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: 833,711 shares; 2024Q4: 849,566 shares; 2025Q1: 884,082 shares; 2025Q2: 939,515 shares; 2025Q3: 957,620 shares; 2025Q4: 991,660 shares 991,660 $92.4M 0.13% +34,040 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 331,170 shares; 2025Q1: 430,948 shares; 2025Q2: 445,467 shares; 2025Q3: 517,526 shares; 2025Q4: 534,938 shares 534,938 $91.6M 0.13% +17,412 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856,924 shares; 2024Q4: 2,914,528 shares; 2025Q1: 2,839,763 shares; 2025Q2: 2,767,999 shares; 2025Q3: 2,781,660 shares; 2025Q4: 3,048,181 shares 3,048,181 $89.3M 0.13% +266,521 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 9,988 shares; 2025Q1: 331,756 shares; 2025Q2: 336,360 shares; 2025Q3: 348,904 shares; 2025Q4: 459,052 shares 459,052 $88.9M 0.13% +110,148 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: 507,077 shares; 2024Q4: 476,992 shares; 2025Q1: 443,059 shares; 2025Q2: 307,432 shares; 2025Q3: 263,964 shares; 2025Q4: 266,341 shares 266,341 $87.9M 0.13% +2,377 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: 396,630 shares; 2024Q4: 385,277 shares; 2025Q1: 397,567 shares; 2025Q2: 371,632 shares; 2025Q3: 379,722 shares; 2025Q4: 378,292 shares 378,292 $87.5M 0.13% -1,430 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: 91,508 shares; 2024Q4: 86,228 shares; 2025Q1: 87,802 shares; 2025Q2: 93,835 shares; 2025Q3: 99,467 shares; 2025Q4: 567,101 shares 567,101 $86.9M 0.13% +467,634 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,443 shares; 2024Q4: 1,038,626 shares; 2025Q1: 1,204,471 shares; 2025Q2: 1,411,828 shares; 2025Q3: 2,033,329 shares; 2025Q4: 5,405,573 shares 5,405,573 $86.9M 0.13% +3,372,244 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: 590,705 shares; 2024Q4: 716,746 shares; 2025Q1: 793,116 shares; 2025Q2: 835,852 shares; 2025Q3: 910,352 shares; 2025Q4: 1,112,851 shares 1,112,851 $86.7M 0.13% +202,499 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: 430,206 shares; 2024Q4: 572,367 shares; 2025Q1: 814,107 shares; 2025Q2: 989,037 shares; 2025Q3: 1,005,344 shares; 2025Q4: 1,053,066 shares 1,053,066 $86M 0.13% +47,722 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,367 shares; 2024Q4: 307,105 shares; 2025Q1: 346,949 shares; 2025Q2: 358,046 shares; 2025Q3: 610,291 shares; 2025Q4: 609,724 shares 609,724 $86M 0.13% -567 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: 305,508 shares; 2024Q4: 284,118 shares; 2025Q1: 262,672 shares; 2025Q2: 289,171 shares; 2025Q3: 278,000 shares; 2025Q4: 244,423 shares 244,423 $85.5M 0.12% -33,577 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: 93,562 shares; 2024Q4: 91,339 shares; 2025Q1: 104,263 shares; 2025Q2: 313,895 shares; 2025Q3: 330,408 shares; 2025Q4: 347,759 shares 347,759 $84.3M 0.12% +17,351 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: 530,923 shares; 2024Q4: 521,366 shares; 2025Q1: 584,334 shares; 2025Q2: 539,087 shares; 2025Q3: 495,602 shares; 2025Q4: 488,685 shares 488,685 $83.6M 0.12% -6,917 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: 255,439 shares; 2024Q4: 247,923 shares; 2025Q1: 260,460 shares; 2025Q2: 262,331 shares; 2025Q3: 303,069 shares; 2025Q4: 305,787 shares 305,787 $82.9M 0.12% +2,718 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: 691,132 shares; 2024Q4: 736,150 shares; 2025Q1: 778,073 shares; 2025Q2: 829,814 shares; 2025Q3: 852,310 shares; 2025Q4: 859,813 shares 859,813 $82.8M 0.12% +7,503 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: 324,806 shares; 2024Q4: 301,697 shares; 2025Q1: 337,409 shares; 2025Q2: 342,876 shares; 2025Q3: 332,416 shares; 2025Q4: 361,550 shares 361,550 $82.8M 0.12% +29,134 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,885 shares; 2024Q4: 136,752 shares; 2025Q1: 138,327 shares; 2025Q2: 144,092 shares; 2025Q3: 142,896 shares; 2025Q4: 190,143 shares 190,143 $80.3M 0.12% +47,247 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: 97,549 shares; 2024Q4: 101,612 shares; 2025Q1: 132,087 shares; 2025Q2: 128,923 shares; 2025Q3: 123,960 shares; 2025Q4: 131,552 shares 131,552 $79.4M 0.12% +7,592 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: 1,984,016 shares; 2024Q4: 1,898,337 shares; 2025Q1: 1,871,667 shares; 2025Q2: 1,836,333 shares; 2025Q3: 1,738,649 shares; 2025Q4: 3,187,455 shares 3,187,455 $79.4M 0.12% +1,448,806 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: 932,102 shares; 2024Q4: 922,995 shares; 2025Q1: 1,037,937 shares; 2025Q2: 1,067,609 shares; 2025Q3: 1,033,518 shares; 2025Q4: 1,122,341 shares 1,122,341 $78.5M 0.11% +88,823 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: 11,066 shares; 2024Q4: 11,366 shares; 2025Q1: 12,326 shares; 2025Q2: 12,241 shares; 2025Q3: 13,278 shares; 2025Q4: 14,588 shares 14,588 $78.1M 0.11% +1,310 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,629 shares; 2024Q4: 761,887 shares; 2025Q1: 755,457 shares; 2025Q2: 719,850 shares; 2025Q3: 723,891 shares; 2025Q4: 687,721 shares 687,721 $77.8M 0.11% -36,170 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: 115,274 shares; 2024Q4: 111,375 shares; 2025Q1: 183,894 shares; 2025Q2: 181,274 shares; 2025Q3: 158,462 shares; 2025Q4: 165,800 shares 165,800 $77.2M 0.11% +7,338 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: 891,305 shares; 2024Q4: 902,704 shares; 2025Q1: 913,691 shares; 2025Q2: 862,623 shares; 2025Q3: 942,270 shares; 2025Q4: 1,417,346 shares 1,417,346 $76.5M 0.11% +475,076 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: 243,308 shares; 2024Q4: 257,968 shares; 2025Q1: 573,034 shares; 2025Q2: 608,936 shares; 2025Q3: 701,904 shares; 2025Q4: 791,015 shares 791,015 $76M 0.11% +89,111 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,291 shares; 2024Q4: 837,301 shares; 2025Q1: 1,068,719 shares; 2025Q2: 892,808 shares; 2025Q3: 923,575 shares; 2025Q4: 2,680,839 shares 2,680,839 $74.7M 0.11% +1,757,264 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: 150,765 shares; 2024Q4: 152,682 shares; 2025Q1: 177,648 shares; 2025Q2: 189,746 shares; 2025Q3: 186,335 shares; 2025Q4: 198,900 shares 198,900 $73.6M 0.11% +12,565 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745,599 shares; 2024Q4: 1,759,344 shares; 2025Q1: 1,683,335 shares; 2025Q2: 1,637,262 shares; 2025Q3: 838,255 shares; 2025Q4: 976,109 shares 976,109 $72.3M 0.11% +137,854 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,675 shares; 2024Q4: 555,631 shares; 2025Q1: 566,683 shares; 2025Q2: 544,223 shares; 2025Q3: 490,353 shares; 2025Q4: 524,081 shares 524,081 $71.6M 0.1% +33,728 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457,833 shares; 2024Q4: 1,459,365 shares; 2025Q1: 1,462,249 shares; 2025Q2: 1,441,496 shares; 2025Q3: 1,448,347 shares; 2025Q4: 1,445,802 shares 1,445,802 $70.8M 0.1% -2,545 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: 138,011 shares; 2024Q4: 147,875 shares; 2025Q1: 156,183 shares; 2025Q2: 167,064 shares; 2025Q3: 153,970 shares; 2025Q4: 144,698 shares 144,698 $70M 0.1% -9,272 Timeline POCT 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: 50,548 shares; 2024Q4: 51,398 shares; 2025Q1: 42,221 shares; 2025Q2: 42,599 shares; 2025Q3: 1,157,588 shares; 2025Q4: 1,577,949 shares 1,577,949 $69.3M 0.1% +420,361 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163,576 shares; 2024Q4: 2,124,467 shares; 2025Q1: 2,138,923 shares; 2025Q2: 2,132,498 shares; 2025Q3: 2,095,865 shares; 2025Q4: 2,112,948 shares 2,112,948 $68.6M 0.1% +17,083 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 670,740 shares; 2025Q1: 657,309 shares; 2025Q2: 691,229 shares; 2025Q3: 823,699 shares; 2025Q4: 829,051 shares 829,051 $68.2M 0.1% +5,352 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,013 shares; 2024Q4: 1,393,182 shares; 2025Q1: 1,574,329 shares; 2025Q2: 1,536,717 shares; 2025Q3: 1,698,774 shares; 2025Q4: 1,789,351 shares 1,789,351 $66.9M 0.1% +90,577 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: 115,542 shares; 2024Q4: 116,663 shares; 2025Q1: 124,990 shares; 2025Q2: 117,677 shares; 2025Q3: 128,728 shares; 2025Q4: 129,751 shares 129,751 $66.2M 0.1% +1,023 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: 146,850 shares; 2024Q4: 142,793 shares; 2025Q1: 229,434 shares; 2025Q2: 247,226 shares; 2025Q3: 251,461 shares; 2025Q4: 250,826 shares 250,826 $65.8M 0.1% -635 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: 102,869 shares; 2024Q4: 125,146 shares; 2025Q1: 119,027 shares; 2025Q2: 116,786 shares; 2025Q3: 115,961 shares; 2025Q4: 208,500 shares 208,500 $65.6M 0.1% +92,539 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,737 shares; 2024Q4: 693,270 shares; 2025Q1: 690,494 shares; 2025Q2: 1,100,761 shares; 2025Q3: 1,062,293 shares; 2025Q4: 1,072,273 shares 1,072,273 $64.9M 0.09% +9,980 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: 379,214 shares; 2024Q4: 383,142 shares; 2025Q1: 380,807 shares; 2025Q2: 370,878 shares; 2025Q3: 392,308 shares; 2025Q4: 421,280 shares 421,280 $64.9M 0.09% +28,972 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,404 shares; 2024Q4: 515,972 shares; 2025Q1: 542,458 shares; 2025Q2: 598,673 shares; 2025Q3: 614,561 shares; 2025Q4: 633,446 shares 633,446 $64.7M 0.09% +18,885 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: 108,520 shares; 2024Q4: 93,230 shares; 2025Q1: 94,146 shares; 2025Q2: 94,708 shares; 2025Q3: 91,100 shares; 2025Q4: 234,668 shares 234,668 $64.6M 0.09% +143,568 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: 184,177 shares; 2024Q4: 184,281 shares; 2025Q1: not reported; 2025Q2: 237,656 shares; 2025Q3: 237,320 shares; 2025Q4: 250,259 shares 250,259 $64.4M 0.09% +12,939 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: 27 shares; 2024Q4: 30 shares; 2025Q1: 61 shares; 2025Q2: 76 shares; 2025Q3: 78 shares; 2025Q4: 85 shares 85 $64.1M 0.09% +7 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: 251,521 shares; 2024Q4: 333,299 shares; 2025Q1: 322,954 shares; 2025Q2: 321,673 shares; 2025Q3: 287,129 shares; 2025Q4: 517,762 shares 517,762 $63.8M 0.09% +230,633 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: 697,059 shares; 2024Q4: 725,231 shares; 2025Q1: 729,100 shares; 2025Q2: 740,430 shares; 2025Q3: 1,019,410 shares; 2025Q4: 1,194,353 shares 1,194,353 $63.7M 0.09% +174,943 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: 791,861 shares; 2024Q4: 799,735 shares; 2025Q1: 876,441 shares; 2025Q2: 852,447 shares; 2025Q3: 828,587 shares; 2025Q4: 938,202 shares 938,202 $63M 0.09% +109,615 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: 94,515 shares; 2024Q4: 89,917 shares; 2025Q1: 78,173 shares; 2025Q2: 103,745 shares; 2025Q3: 208,827 shares; 2025Q4: 220,275 shares 220,275 $62.9M 0.09% +11,448 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: 210,662 shares; 2024Q4: 208,572 shares; 2025Q1: 220,063 shares; 2025Q2: 225,648 shares; 2025Q3: 233,039 shares; 2025Q4: 259,865 shares 259,865 $62.7M 0.09% +26,826 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: 53,533 shares; 2024Q4: 55,200 shares; 2025Q1: 75,652 shares; 2025Q2: 76,294 shares; 2025Q3: 86,748 shares; 2025Q4: 95,149 shares 95,149 $62.2M 0.09% +8,401 Timeline SCHR 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: 12,394 shares; 2024Q4: 26,517 shares; 2025Q1: 18,148 shares; 2025Q2: 1,654,320 shares; 2025Q3: 2,888,291 shares; 2025Q4: 2,470,418 shares 2,470,418 $62M 0.09% -417,873 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,526 shares; 2024Q4: 609,820 shares; 2025Q1: 607,596 shares; 2025Q2: 698,419 shares; 2025Q3: 700,721 shares; 2025Q4: 746,393 shares 746,393 $61.6M 0.09% +45,672 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: 92,464 shares; 2024Q4: 112,324 shares; 2025Q1: 133,049 shares; 2025Q2: 140,161 shares; 2025Q3: 231,493 shares; 2025Q4: 704,183 shares 704,183 $60.8M 0.09% +472,690 Timeline DFLV 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: 385,166 shares; 2024Q4: 572,686 shares; 2025Q1: 845,838 shares; 2025Q2: 969,393 shares; 2025Q3: 1,359,716 shares; 2025Q4: 1,760,605 shares 1,760,605 $60.2M 0.09% +400,889 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 1,423,340 shares; 2025Q4: 2,119,609 shares 2,119,609 $60.1M 0.09% +696,269 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: 842,573 shares; 2024Q4: 875,963 shares; 2025Q1: 1,065,217 shares; 2025Q2: 1,240,343 shares; 2025Q3: 1,579,838 shares; 2025Q4: 1,625,886 shares 1,625,886 $60.1M 0.09% +46,048 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: 1,095,920 shares; 2024Q4: 1,164,450 shares; 2025Q1: 1,229,643 shares; 2025Q2: 1,313,393 shares; 2025Q3: 1,364,351 shares; 2025Q4: 1,366,320 shares 1,366,320 $58.7M 0.09% +1,969 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,114 shares; 2024Q4: 179,934 shares; 2025Q1: 325,023 shares; 2025Q2: 308,986 shares; 2025Q3: 364,824 shares; 2025Q4: 431,905 shares 431,905 $58.6M 0.09% +67,081 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: 59,092 shares; 2024Q4: 57,626 shares; 2025Q1: 81,627 shares; 2025Q2: 80,473 shares; 2025Q3: 87,501 shares; 2025Q4: 130,961 shares 130,961 $58.3M 0.08% +43,460 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,245 shares; 2024Q4: 535,862 shares; 2025Q1: 503,355 shares; 2025Q2: 564,000 shares; 2025Q3: 559,328 shares; 2025Q4: 1,142,935 shares 1,142,935 $57.7M 0.08% +583,607 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: 188,505 shares; 2024Q4: 342,999 shares; 2025Q1: 398,381 shares; 2025Q2: 1,038,059 shares; 2025Q3: 1,571,557 shares; 2025Q4: 1,154,677 shares 1,154,677 $57.3M 0.08% -416,880 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: 159,901 shares; 2024Q4: 180,721 shares; 2025Q1: 174,306 shares; 2025Q2: 170,459 shares; 2025Q3: 167,272 shares; 2025Q4: 166,759 shares 166,759 $57.2M 0.08% -513 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,374 shares; 2024Q4: 243,845 shares; 2025Q1: 658,913 shares; 2025Q2: 658,459 shares; 2025Q3: 651,511 shares; 2025Q4: 683,175 shares 683,175 $57.1M 0.08% +31,664 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: 108,990 shares; 2024Q4: 111,115 shares; 2025Q1: 173,450 shares; 2025Q2: 183,144 shares; 2025Q3: 192,924 shares; 2025Q4: 192,633 shares 192,633 $57M 0.08% -291 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: 221,946 shares; 2024Q4: 231,585 shares; 2025Q1: 302,071 shares; 2025Q2: 349,051 shares; 2025Q3: 345,916 shares; 2025Q4: 1,035,999 shares 1,035,999 $56.7M 0.08% +690,083 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: 258,619 shares; 2024Q4: 256,293 shares; 2025Q1: 241,559 shares; 2025Q2: 253,816 shares; 2025Q3: 255,634 shares; 2025Q4: 266,186 shares 266,186 $56.4M 0.08% +10,552 Timeline DFAE 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: 569,015 shares; 2024Q4: 895,123 shares; 2025Q1: 890,536 shares; 2025Q2: 1,107,843 shares; 2025Q3: 1,467,592 shares; 2025Q4: 1,728,541 shares 1,728,541 $56.3M 0.08% +260,949 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: 152,770 shares; 2024Q4: 146,251 shares; 2025Q1: 162,877 shares; 2025Q2: 182,829 shares; 2025Q3: 205,318 shares; 2025Q4: 130,185 shares 130,185 $55.5M 0.08% -75,133 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294,126 shares; 2024Q4: 2,991,044 shares; 2025Q1: 2,720,664 shares; 2025Q2: 2,650,816 shares; 2025Q3: 2,635,665 shares; 2025Q4: 2,655,805 shares 2,655,805 $55.5M 0.08% +20,140 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: 110,319 shares; 2024Q4: 111,262 shares; 2025Q1: 150,855 shares; 2025Q2: 162,051 shares; 2025Q3: 169,576 shares; 2025Q4: 172,627 shares 172,627 $55M 0.08% +3,051 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,025 shares; 2024Q4: 670,240 shares; 2025Q1: 600,157 shares; 2025Q2: 682,694 shares; 2025Q3: 575,587 shares; 2025Q4: 1,234,103 shares 1,234,103 $54.8M 0.08% +658,516 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: 1,459,961 shares; 2024Q4: 1,442,675 shares; 2025Q1: 1,452,774 shares; 2025Q2: 1,428,753 shares; 2025Q3: 1,449,842 shares; 2025Q4: 1,314,401 shares 1,314,401 $53.5M 0.08% -135,441 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: 257,636 shares; 2024Q4: 235,416 shares; 2025Q1: 246,310 shares; 2025Q2: 268,579 shares; 2025Q3: 197,634 shares; 2025Q4: 208,201 shares 208,201 $53.5M 0.08% +10,567 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: 71,335 shares; 2024Q4: 71,081 shares; 2025Q1: 74,218 shares; 2025Q2: 75,197 shares; 2025Q3: 96,853 shares; 2025Q4: 209,923 shares 209,923 $53.2M 0.08% +113,070 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: 862,823 shares; 2024Q4: 861,469 shares; 2025Q1: 863,748 shares; 2025Q2: 604,725 shares; 2025Q3: 603,729 shares; 2025Q4: 596,195 shares 596,195 $52.8M 0.08% -7,534 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,425 shares; 2024Q4: 207,860 shares; 2025Q1: 463,261 shares; 2025Q2: 535,866 shares; 2025Q3: 539,603 shares; 2025Q4: 573,405 shares 573,405 $52.7M 0.08% +33,802 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: 44,224 shares; 2024Q4: 44,913 shares; 2025Q1: 56,606 shares; 2025Q2: 57,774 shares; 2025Q3: 56,955 shares; 2025Q4: 64,166 shares 64,166 $52.6M 0.08% +7,211 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: 336,027 shares; 2024Q4: 341,000 shares; 2025Q1: 387,141 shares; 2025Q2: 356,450 shares; 2025Q3: 430,889 shares; 2025Q4: 747,731 shares 747,731 $52.4M 0.08% +316,842 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: 203,318 shares; 2024Q4: 181,425 shares; 2025Q1: 178,771 shares; 2025Q2: 177,451 shares; 2025Q3: 175,300 shares; 2025Q4: 180,588 shares 180,588 $52.1M 0.08% +5,288 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: 117,790 shares; 2024Q4: 117,479 shares; 2025Q1: 123,358 shares; 2025Q2: 125,709 shares; 2025Q3: 127,963 shares; 2025Q4: 255,339 shares 255,339 $51.8M 0.08% +127,376 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: 443,795 shares; 2024Q4: 418,758 shares; 2025Q1: 423,935 shares; 2025Q2: 429,440 shares; 2025Q3: 407,996 shares; 2025Q4: 521,361 shares 521,361 $51.7M 0.08% +113,365 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,301 shares; 2024Q4: 480,724 shares; 2025Q1: 534,087 shares; 2025Q2: 534,256 shares; 2025Q3: 517,655 shares; 2025Q4: 469,143 shares 469,143 $51.7M 0.08% -48,512 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 59,602 shares; 2025Q1: 61,720 shares; 2025Q2: 3,267,650 shares; 2025Q3: 2,767,502 shares; 2025Q4: 2,110,710 shares 2,110,710 $51.4M 0.07% -656,792 Timeline VONE 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: 248,652 shares; 2024Q4: 209,088 shares; 2025Q1: 209,093 shares; 2025Q2: 186,028 shares; 2025Q3: 165,873 shares; 2025Q4: 164,974 shares 164,974 $51M 0.07% -899 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: 335,189 shares; 2024Q4: 401,151 shares; 2025Q1: 415,891 shares; 2025Q2: 411,285 shares; 2025Q3: 426,875 shares; 2025Q4: 477,090 shares 477,090 $50.9M 0.07% +50,215 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,231 shares; 2025Q1: 356,393 shares; 2025Q2: 783,008 shares; 2025Q3: 1,009,622 shares; 2025Q4: 2,259,563 shares 2,259,563 $50.7M 0.07% +1,249,941 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,045 shares; 2024Q4: 109,229 shares; 2025Q1: 380,742 shares; 2025Q2: 331,714 shares; 2025Q3: 339,738 shares; 2025Q4: 371,419 shares 371,419 $50.6M 0.07% +31,681 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,973 shares; 2024Q4: 115,036 shares; 2025Q1: 194,969 shares; 2025Q2: 244,159 shares; 2025Q3: 300,016 shares; 2025Q4: 619,303 shares 619,303 $50.2M 0.07% +319,287 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,478 shares; 2024Q4: 403,378 shares; 2025Q1: 404,872 shares; 2025Q2: 402,741 shares; 2025Q3: 452,834 shares; 2025Q4: 450,508 shares 450,508 $50M 0.07% -2,326 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: 255,874 shares; 2024Q4: 351,178 shares; 2025Q1: 333,017 shares; 2025Q2: 839,331 shares; 2025Q3: 870,659 shares; 2025Q4: 871,899 shares 871,899 $49.7M 0.07% +1,240 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: 247,677 shares; 2024Q4: 235,340 shares; 2025Q1: 230,309 shares; 2025Q2: 237,331 shares; 2025Q3: 252,506 shares; 2025Q4: 275,699 shares 275,699 $48.9M 0.07% +23,193 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,206 shares; 2024Q4: 187,376 shares; 2025Q1: 203,324 shares; 2025Q2: 206,749 shares; 2025Q3: 192,558 shares; 2025Q4: 213,865 shares 213,865 $48.7M 0.07% +21,307 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,954 shares; 2024Q4: 47,928 shares; 2025Q1: 52,168 shares; 2025Q2: 61,260 shares; 2025Q3: 65,852 shares; 2025Q4: 103,629 shares 103,629 $48.7M 0.07% +37,777 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 5,858 shares; 2025Q1: 5,864 shares; 2025Q2: 104,876 shares; 2025Q3: 107,213 shares; 2025Q4: 109,329 shares 109,329 $48.6M 0.07% +2,116 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: 495,049 shares; 2024Q4: 508,371 shares; 2025Q1: 531,296 shares; 2025Q2: 531,367 shares; 2025Q3: 498,874 shares; 2025Q4: 500,799 shares 500,799 $48.5M 0.07% +1,925 Timeline DISV 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: 771,928 shares; 2024Q4: 841,997 shares; 2025Q1: 952,278 shares; 2025Q2: 1,033,796 shares; 2025Q3: 1,201,683 shares; 2025Q4: 1,275,292 shares 1,275,292 $48.5M 0.07% +73,609 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: 792,858 shares; 2024Q4: 818,073 shares; 2025Q1: 950,324 shares; 2025Q2: 958,780 shares; 2025Q3: 935,545 shares; 2025Q4: 899,935 shares 899,935 $48.4M 0.07% -35,610 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,282 shares; 2024Q4: 57,021 shares; 2025Q1: 56,430 shares; 2025Q2: 56,575 shares; 2025Q3: 55,454 shares; 2025Q4: 54,945 shares 54,945 $48.3M 0.07% -509 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,839 shares; 2024Q4: 217,237 shares; 2025Q1: 599,782 shares; 2025Q2: 651,402 shares; 2025Q3: 629,833 shares; 2025Q4: 603,554 shares 603,554 $47.7M 0.07% -26,279 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: 122,105 shares; 2024Q4: 75,456 shares; 2025Q1: 62,230 shares; 2025Q2: 66,167 shares; 2025Q3: 64,335 shares; 2025Q4: 304,466 shares 304,466 $47.1M 0.07% +240,131 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: 429,295 shares; 2024Q4: 338,397 shares; 2025Q1: 497,222 shares; 2025Q2: 487,070 shares; 2025Q3: 569,931 shares; 2025Q4: 579,240 shares 579,240 $47.1M 0.07% +9,309 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: 305,535 shares; 2024Q4: 298,402 shares; 2025Q1: 285,464 shares; 2025Q2: 264,460 shares; 2025Q3: 250,332 shares; 2025Q4: 882,955 shares 882,955 $46.7M 0.07% +632,623 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: 98,094 shares; 2025Q1: 270,726 shares; 2025Q2: not reported; 2025Q3: 306,282 shares; 2025Q4: 354,943 shares 354,943 $46.5M 0.07% +48,661 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: 112,288 shares; 2024Q4: 122,280 shares; 2025Q1: 119,472 shares; 2025Q2: 131,425 shares; 2025Q3: 147,578 shares; 2025Q4: 213,976 shares 213,976 $46.5M 0.07% +66,398 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: 65,830 shares; 2024Q4: 68,582 shares; 2025Q1: 139,341 shares; 2025Q2: 75,062 shares; 2025Q3: 116,022 shares; 2025Q4: 356,866 shares 356,866 $46.1M 0.07% +240,844 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: 226,114 shares; 2024Q4: 227,414 shares; 2025Q1: 228,584 shares; 2025Q2: 234,918 shares; 2025Q3: 236,328 shares; 2025Q4: 245,423 shares 245,423 $45.6M 0.07% +9,095 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: 61,890 shares; 2024Q4: 46,679 shares; 2025Q1: 42,984 shares; 2025Q2: 35,717 shares; 2025Q3: 57,443 shares; 2025Q4: 80,973 shares 80,973 $45.5M 0.07% +23,530 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: 354,150 shares; 2024Q4: 339,737 shares; 2025Q1: 299,274 shares; 2025Q2: 303,248 shares; 2025Q3: 266,784 shares; 2025Q4: 538,001 shares 538,001 $45.3M 0.07% +271,217 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: 259,357 shares; 2024Q4: 244,477 shares; 2025Q1: 252,045 shares; 2025Q2: 266,446 shares; 2025Q3: 265,280 shares; 2025Q4: 279,857 shares 279,857 $45.3M 0.07% +14,577 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,275 shares; 2024Q4: 65,997 shares; 2025Q1: 292,715 shares; 2025Q2: 429,367 shares; 2025Q3: 475,966 shares; 2025Q4: 746,817 shares 746,817 $44.8M 0.07% +270,851 Timeline RWL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382,195 shares; 2025Q3: 387,486 shares; 2025Q4: 383,757 shares 383,757 $43.9M 0.06% -3,729 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: 278,021 shares; 2024Q4: 299,570 shares; 2025Q1: 329,593 shares; 2025Q2: 340,414 shares; 2025Q3: 355,871 shares; 2025Q4: 361,974 shares 361,974 $42.4M 0.06% +6,103 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,149 shares; 2024Q4: 122,154 shares; 2025Q1: 466,935 shares; 2025Q2: 466,346 shares; 2025Q3: 448,658 shares; 2025Q4: 467,255 shares 467,255 $42.2M 0.06% +18,597 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: 84,998 shares; 2024Q4: 71,328 shares; 2025Q1: 195,850 shares; 2025Q2: 220,351 shares; 2025Q3: 214,382 shares; 2025Q4: 216,462 shares 216,462 $42M 0.06% +2,080 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: 69,643 shares; 2024Q4: 80,836 shares; 2025Q1: 81,433 shares; 2025Q2: 91,471 shares; 2025Q3: 90,610 shares; 2025Q4: 87,348 shares 87,348 $42M 0.06% -3,262 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,722 shares; 2024Q4: 200,915 shares; 2025Q1: 214,197 shares; 2025Q2: 240,663 shares; 2025Q3: 240,292 shares; 2025Q4: 288,719 shares 288,719 $41.8M 0.06% +48,427 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: 1,564,886 shares; 2024Q4: 1,615,824 shares; 2025Q1: 1,669,519 shares; 2025Q2: 1,574,988 shares; 2025Q3: 1,609,583 shares; 2025Q4: 1,668,862 shares 1,668,862 $41.4M 0.06% +59,279 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: not reported; 2024Q4: 386,909 shares; 2025Q1: 425,896 shares; 2025Q2: 709,047 shares; 2025Q3: 750,127 shares; 2025Q4: 868,015 shares 868,015 $41.1M 0.06% +117,888 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: 72,382 shares; 2024Q4: 77,391 shares; 2025Q1: 80,578 shares; 2025Q2: 100,448 shares; 2025Q3: 103,432 shares; 2025Q4: 193,628 shares 193,628 $41.1M 0.06% +90,196 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: 267,329 shares; 2024Q4: 337,878 shares; 2025Q1: 406,580 shares; 2025Q2: 343,397 shares; 2025Q3: 340,697 shares; 2025Q4: 438,282 shares 438,282 $41M 0.06% +97,585 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,251 shares; 2024Q4: 105,131 shares; 2025Q1: 102,292 shares; 2025Q2: 314,450 shares; 2025Q3: 318,509 shares; 2025Q4: 846,935 shares 846,935 $40.9M 0.06% +528,426 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: 625,723 shares 625,723 $40.9M 0.06% new 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: 359,846 shares; 2024Q4: 355,338 shares; 2025Q1: 356,794 shares; 2025Q2: 353,702 shares; 2025Q3: 357,225 shares; 2025Q4: 364,763 shares 364,763 $40.9M 0.06% +7,538 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: 315,488 shares; 2024Q4: 310,489 shares; 2025Q1: 337,373 shares; 2025Q2: 338,755 shares; 2025Q3: 332,682 shares; 2025Q4: 294,770 shares 294,770 $40.6M 0.06% -37,912 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,759 shares; 2024Q4: 249,219 shares; 2025Q1: 126,839 shares; 2025Q2: 158,432 shares; 2025Q3: 159,717 shares; 2025Q4: 179,675 shares 179,675 $40.5M 0.06% +19,958 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,493 shares; 2024Q4: 765,440 shares; 2025Q1: 792,822 shares; 2025Q2: 762,772 shares; 2025Q3: 800,979 shares; 2025Q4: 854,148 shares 854,148 $39.7M 0.06% +53,169 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,587 shares; 2024Q4: 118,726 shares; 2025Q1: 195,420 shares; 2025Q2: 95,640 shares; 2025Q3: 403,479 shares; 2025Q4: 955,876 shares 955,876 $39.3M 0.06% +552,397 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: 69,525 shares; 2024Q4: 59,470 shares; 2025Q1: 61,304 shares; 2025Q2: 74,014 shares; 2025Q3: 102,605 shares; 2025Q4: 116,219 shares 116,219 $39.1M 0.06% +13,614 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: 83,803 shares; 2024Q4: 79,394 shares; 2025Q1: 78,116 shares; 2025Q2: 84,366 shares; 2025Q3: 88,877 shares; 2025Q4: 120,741 shares 120,741 $39.1M 0.06% +31,864 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: 278,281 shares; 2024Q4: 280,440 shares; 2025Q1: 291,617 shares; 2025Q2: 298,748 shares; 2025Q3: 281,844 shares; 2025Q4: 275,933 shares 275,933 $39M 0.06% -5,911 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: 16,617 shares; 2024Q4: 17,476 shares; 2025Q1: 17,841 shares; 2025Q2: 27,102 shares; 2025Q3: 33,014 shares; 2025Q4: 41,391 shares 41,391 $38.6M 0.06% +8,377 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II 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: 534,132 shares; 2025Q4: 859,097 shares 859,097 $38.5M 0.06% +324,965 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894,185 shares; 2024Q4: 1,829,065 shares; 2025Q1: 1,859,137 shares; 2025Q2: 1,854,045 shares; 2025Q3: 1,854,156 shares; 2025Q4: 1,824,489 shares 1,824,489 $38.4M 0.06% -29,667 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: 408,939 shares; 2024Q4: 449,235 shares; 2025Q1: 475,668 shares; 2025Q2: 549,865 shares; 2025Q3: 521,252 shares; 2025Q4: 547,569 shares 547,569 $38.1M 0.06% +26,317 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: 126,719 shares; 2024Q4: 138,055 shares; 2025Q1: 143,129 shares; 2025Q2: 142,554 shares; 2025Q3: 125,636 shares; 2025Q4: 245,002 shares 245,002 $38M 0.06% +119,366 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: 513,818 shares; 2024Q4: 521,929 shares; 2025Q1: 528,368 shares; 2025Q2: 545,681 shares; 2025Q3: 442,515 shares; 2025Q4: 430,982 shares 430,982 $37.7M 0.06% -11,533 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: 150,721 shares; 2024Q4: 148,988 shares; 2025Q1: 234,450 shares; 2025Q2: 270,185 shares; 2025Q3: 279,951 shares; 2025Q4: 265,663 shares 265,663 $37.6M 0.05% -14,288 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: 72,917 shares; 2024Q4: 83,014 shares; 2025Q1: 174,126 shares; 2025Q2: 125,160 shares; 2025Q3: 127,327 shares; 2025Q4: 137,389 shares 137,389 $37.5M 0.05% +10,062 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: 152,822 shares; 2024Q4: 135,287 shares; 2025Q1: 246,323 shares; 2025Q2: 325,061 shares; 2025Q3: 371,198 shares; 2025Q4: 298,178 shares 298,178 $37.5M 0.05% -73,020 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,286 shares; 2024Q4: 119,980 shares; 2025Q1: 373,524 shares; 2025Q2: 377,104 shares; 2025Q3: 401,241 shares; 2025Q4: 474,094 shares 474,094 $37.4M 0.05% +72,853 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,017 shares; 2024Q4: 21,148 shares; 2025Q1: 36,664 shares; 2025Q2: 37,369 shares; 2025Q3: 48,023 shares; 2025Q4: 229,977 shares 229,977 $37.3M 0.05% +181,954 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: 89,087 shares; 2024Q4: 69,077 shares; 2025Q1: 69,629 shares; 2025Q2: 67,995 shares; 2025Q3: 63,883 shares; 2025Q4: 75,408 shares 75,408 $37M 0.05% +11,525 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: 617,980 shares; 2024Q4: 518,731 shares; 2025Q1: 648,266 shares; 2025Q2: 432,095 shares; 2025Q3: 536,496 shares; 2025Q4: 446,887 shares 446,887 $35.5M 0.05% -89,609 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: 422,112 shares; 2024Q4: 413,262 shares; 2025Q1: 385,671 shares; 2025Q2: 539,238 shares; 2025Q3: 575,041 shares; 2025Q4: 612,958 shares 612,958 $35.3M 0.05% +37,917 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,107 shares; 2024Q4: 344,539 shares; 2025Q1: 339,624 shares; 2025Q2: 335,445 shares; 2025Q3: 336,774 shares; 2025Q4: 340,760 shares 340,760 $35.3M 0.05% +3,986 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: 60,345 shares; 2024Q4: 62,520 shares; 2025Q1: 62,859 shares; 2025Q2: 75,404 shares; 2025Q3: 95,083 shares; 2025Q4: 120,781 shares 120,781 $34.9M 0.05% +25,698 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,006 shares; 2024Q4: 61,951 shares; 2025Q1: 61,625 shares; 2025Q2: 56,119 shares; 2025Q3: 57,206 shares; 2025Q4: 62,833 shares 62,833 $34.7M 0.05% +5,627 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: 1,156,427 shares; 2024Q4: 1,035,913 shares; 2025Q1: 1,121,927 shares; 2025Q2: 1,155,624 shares; 2025Q3: 978,870 shares; 2025Q4: 1,148,770 shares 1,148,770 $34.3M 0.05% +169,900 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: 348,311 shares; 2024Q4: 378,751 shares; 2025Q1: 352,053 shares; 2025Q2: 343,779 shares; 2025Q3: 334,178 shares; 2025Q4: 757,688 shares 757,688 $33.9M 0.05% +423,510 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,587 shares; 2024Q4: 87,242 shares; 2025Q1: 106,226 shares; 2025Q2: 121,791 shares; 2025Q3: 150,628 shares; 2025Q4: 158,660 shares 158,660 $33.9M 0.05% +8,032 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,680 shares; 2024Q4: 198,520 shares; 2025Q1: 202,671 shares; 2025Q2: 197,061 shares; 2025Q3: 230,795 shares; 2025Q4: 264,441 shares 264,441 $33.8M 0.05% +33,646 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: 64,659 shares; 2024Q4: 63,065 shares; 2025Q1: 63,769 shares; 2025Q2: 84,396 shares; 2025Q3: 86,437 shares; 2025Q4: 95,932 shares 95,932 $33.6M 0.05% +9,495 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: 233,472 shares; 2024Q4: 184,109 shares; 2025Q1: 189,125 shares; 2025Q2: 201,023 shares; 2025Q3: 195,645 shares; 2025Q4: 178,020 shares 178,020 $33.5M 0.05% -17,625 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,686 shares; 2024Q4: 125,657 shares; 2025Q1: 260,963 shares; 2025Q2: 317,894 shares; 2025Q3: 305,782 shares; 2025Q4: 179,904 shares 179,904 $33.4M 0.05% -125,878 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: 73,777 shares; 2024Q4: 75,462 shares; 2025Q1: 88,427 shares; 2025Q2: 102,911 shares; 2025Q3: 110,568 shares; 2025Q4: 114,708 shares 114,708 $33.3M 0.05% +4,140 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: 253,872 shares; 2024Q4: 171,841 shares; 2025Q1: 254,020 shares; 2025Q2: 245,790 shares; 2025Q3: 250,653 shares; 2025Q4: 270,326 shares 270,326 $33.2M 0.05% +19,673 Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624,222 shares 624,222 $33M 0.05% new 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: 28,171 shares; 2024Q4: 19,607 shares; 2025Q1: 13,243 shares; 2025Q2: 68,871 shares; 2025Q3: 96,517 shares; 2025Q4: 370,160 shares 370,160 $32.3M 0.05% +273,643 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,093 shares; 2024Q4: 71,384 shares; 2025Q1: 85,583 shares; 2025Q2: 82,325 shares; 2025Q3: 82,164 shares; 2025Q4: 82,900 shares 82,900 $32.3M 0.05% +736 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: 176,960 shares; 2024Q4: 193,920 shares; 2025Q1: 185,775 shares; 2025Q2: 180,637 shares; 2025Q3: 193,425 shares; 2025Q4: 197,590 shares 197,590 $32.1M 0.05% +4,165 Timeline ISWN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553,641 shares; 2024Q4: 1,536,635 shares; 2025Q1: 1,518,779 shares; 2025Q2: 1,486,945 shares; 2025Q3: 1,484,063 shares; 2025Q4: 1,491,511 shares 1,491,511 $32M 0.05% +7,448 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,781 shares; 2024Q4: 553,496 shares; 2025Q1: 561,808 shares; 2025Q2: 600,944 shares; 2025Q3: 651,001 shares; 2025Q4: 644,577 shares 644,577 $31.9M 0.05% -6,424 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: 57,409 shares; 2024Q4: 52,012 shares; 2025Q1: 57,546 shares; 2025Q2: 51,500 shares; 2025Q3: 91,360 shares; 2025Q4: 112,025 shares 112,025 $31.7M 0.05% +20,665 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: 217,972 shares; 2024Q4: 242,145 shares; 2025Q1: 227,146 shares; 2025Q2: 222,338 shares; 2025Q3: 253,244 shares; 2025Q4: 283,016 shares 283,016 $31.2M 0.05% +29,772 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,561 shares; 2024Q4: 95,047 shares; 2025Q1: 97,167 shares; 2025Q2: 128,372 shares; 2025Q3: 154,830 shares; 2025Q4: 180,595 shares 180,595 $31.1M 0.05% +25,765 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,056 shares; 2024Q4: 24,919 shares; 2025Q1: 109,228 shares; 2025Q2: 120,623 shares; 2025Q3: 144,081 shares; 2025Q4: 156,141 shares 156,141 $31M 0.05% +12,060 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: 384,392 shares; 2024Q4: 380,485 shares; 2025Q1: 380,597 shares; 2025Q2: 391,909 shares; 2025Q3: 397,528 shares; 2025Q4: 415,190 shares 415,190 $30.5M 0.04% +17,662 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: 118,367 shares; 2024Q4: 169,248 shares; 2025Q1: 172,619 shares; 2025Q2: 145,198 shares; 2025Q3: 204,735 shares; 2025Q4: 243,510 shares 243,510 $30.4M 0.04% +38,775 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,277 shares; 2024Q4: 63,645 shares; 2025Q1: 61,744 shares; 2025Q2: 70,624 shares; 2025Q3: 81,624 shares; 2025Q4: 85,963 shares 85,963 $30.4M 0.04% +4,339 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,435 shares; 2024Q4: 230,848 shares; 2025Q1: 231,114 shares; 2025Q2: 222,738 shares; 2025Q3: 228,971 shares; 2025Q4: 229,945 shares 229,945 $30.3M 0.04% +974 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: 66,296 shares; 2024Q4: 72,583 shares; 2025Q1: 87,230 shares; 2025Q2: 104,608 shares; 2025Q3: 128,881 shares; 2025Q4: 124,399 shares 124,399 $30.2M 0.04% -4,482 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: 165,740 shares; 2024Q4: 508,947 shares; 2025Q1: 431,133 shares; 2025Q2: 379,667 shares; 2025Q3: 343,845 shares; 2025Q4: 335,726 shares 335,726 $30M 0.04% -8,119 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,696 shares; 2024Q4: 93,071 shares; 2025Q1: 96,772 shares; 2025Q2: 106,746 shares; 2025Q3: 114,473 shares; 2025Q4: 123,903 shares 123,903 $29.7M 0.04% +9,430 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: 543,110 shares; 2024Q4: 549,108 shares; 2025Q1: 532,506 shares; 2025Q2: 544,251 shares; 2025Q3: 576,988 shares; 2025Q4: 601,445 shares 601,445 $29.6M 0.04% +24,457 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: 83,214 shares; 2024Q4: 82,206 shares; 2025Q1: 136,052 shares; 2025Q2: 118,996 shares; 2025Q3: 144,173 shares; 2025Q4: 164,276 shares 164,276 $29.6M 0.04% +20,103 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,226 shares; 2024Q4: 321,242 shares; 2025Q1: 315,757 shares; 2025Q2: 365,795 shares; 2025Q3: 374,613 shares; 2025Q4: 425,654 shares 425,654 $29.5M 0.04% +51,041 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,896 shares; 2024Q4: 64,670 shares; 2025Q1: 306,042 shares; 2025Q2: 309,553 shares; 2025Q3: 373,570 shares; 2025Q4: 359,951 shares 359,951 $29.5M 0.04% -13,619 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: 375,895 shares; 2024Q4: 1,175,220 shares; 2025Q1: 1,108,983 shares; 2025Q2: 1,143,261 shares; 2025Q3: 1,122,640 shares; 2025Q4: 1,120,531 shares 1,120,531 $29.4M 0.04% -2,109 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: 176,584 shares; 2024Q4: 150,931 shares; 2025Q1: 138,537 shares; 2025Q2: 196,949 shares; 2025Q3: 213,626 shares; 2025Q4: 300,587 shares 300,587 $29.4M 0.04% +86,961 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: 88,573 shares; 2024Q4: 339,150 shares; 2025Q1: 365,254 shares; 2025Q2: 340,286 shares; 2025Q3: 383,625 shares; 2025Q4: 363,942 shares 363,942 $29.2M 0.04% -19,683 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: 778,474 shares; 2024Q4: 764,512 shares; 2025Q1: 777,309 shares; 2025Q2: 783,883 shares; 2025Q3: 970,633 shares; 2025Q4: 1,056,258 shares 1,056,258 $29M 0.04% +85,625 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774,981 shares 774,981 $29M 0.04% new Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,967 shares; 2025Q3: 6,967 shares; 2025Q4: 545,924 shares 545,924 $28.8M 0.04% +538,957 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,158 shares; 2024Q4: 277,230 shares; 2025Q1: 348,400 shares; 2025Q2: 350,350 shares; 2025Q3: 267,987 shares; 2025Q4: 356,949 shares 356,949 $28.3M 0.04% +88,962 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,178 shares; 2024Q4: 167,544 shares; 2025Q1: 173,069 shares; 2025Q2: 166,802 shares; 2025Q3: 167,858 shares; 2025Q4: 196,673 shares 196,673 $28.2M 0.04% +28,815 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,614 shares; 2024Q4: 359,539 shares; 2025Q1: 407,698 shares; 2025Q2: 440,614 shares; 2025Q3: 499,083 shares; 2025Q4: 560,332 shares 560,332 $28M 0.04% +61,249 Timeline VTHR 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: 134,267 shares; 2024Q4: 133,865 shares; 2025Q1: 134,002 shares; 2025Q2: 140,611 shares; 2025Q3: 93,821 shares; 2025Q4: 93,089 shares 93,089 $28M 0.04% -732 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: 269,276 shares; 2024Q4: 716,327 shares; 2025Q1: 715,514 shares; 2025Q2: 995,771 shares; 2025Q3: 956,278 shares; 2025Q4: 944,145 shares 944,145 $28M 0.04% -12,133 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,027 shares; 2024Q4: 19,556 shares; 2025Q1: 19,175 shares; 2025Q2: 30,625 shares; 2025Q3: 33,342 shares; 2025Q4: 517,315 shares 517,315 $27.9M 0.04% +483,973 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 20,650 shares; 2025Q1: 18,083 shares; 2025Q2: 20,371 shares; 2025Q3: 20,030 shares; 2025Q4: 231,744 shares 231,744 $27.7M 0.04% +211,714 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: 841,663 shares; 2024Q4: 868,964 shares; 2025Q1: 873,881 shares; 2025Q2: 838,237 shares; 2025Q3: 834,882 shares; 2025Q4: 844,223 shares 844,223 $27.6M 0.04% +9,341 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,106 shares; 2024Q4: 209,736 shares; 2025Q1: 232,083 shares; 2025Q2: 231,340 shares; 2025Q3: 220,415 shares; 2025Q4: 227,682 shares 227,682 $27.5M 0.04% +7,267 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211,256 shares; 2024Q4: 1,210,839 shares; 2025Q1: 978,886 shares; 2025Q2: 967,486 shares; 2025Q3: 787,512 shares; 2025Q4: 787,502 shares 787,502 $27.5M 0.04% -10 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,735 shares; 2024Q4: 295,990 shares; 2025Q1: 292,436 shares; 2025Q2: 269,585 shares; 2025Q3: 300,592 shares; 2025Q4: 465,121 shares 465,121 $27.2M 0.04% +164,529 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,761 shares; 2024Q4: 50,715 shares; 2025Q1: 61,673 shares; 2025Q2: 77,852 shares; 2025Q3: 73,959 shares; 2025Q4: 163,359 shares 163,359 $27.1M 0.04% +89,400 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: 129,234 shares; 2024Q4: 89,459 shares; 2025Q1: 81,231 shares; 2025Q2: 127,236 shares; 2025Q3: 125,525 shares; 2025Q4: 154,204 shares 154,204 $27.1M 0.04% +28,679 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: 607,878 shares; 2024Q4: 573,756 shares; 2025Q1: 569,064 shares; 2025Q2: 574,599 shares; 2025Q3: 550,430 shares; 2025Q4: 363,373 shares 363,373 $27M 0.04% -187,057 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: 123,972 shares; 2024Q4: 132,331 shares; 2025Q1: 156,787 shares; 2025Q2: 187,095 shares; 2025Q3: 198,773 shares; 2025Q4: 469,991 shares 469,991 $26.9M 0.04% +271,218 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: 587,673 shares; 2024Q4: 523,618 shares; 2025Q1: 538,472 shares; 2025Q2: 541,812 shares; 2025Q3: 536,204 shares; 2025Q4: 525,168 shares 525,168 $26.8M 0.04% -11,036 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,571 shares; 2024Q4: 432,177 shares; 2025Q1: 244,040 shares; 2025Q2: 177,459 shares; 2025Q3: 179,346 shares; 2025Q4: 181,695 shares 181,695 $26.6M 0.04% +2,349 Timeline VDC 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: 10,681 shares; 2024Q4: 11,126 shares; 2025Q1: 153,164 shares; 2025Q2: 140,298 shares; 2025Q3: 128,296 shares; 2025Q4: 126,021 shares 126,021 $26.6M 0.04% -2,275 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,238 shares; 2024Q4: 232,507 shares; 2025Q1: 219,420 shares; 2025Q2: 244,736 shares; 2025Q3: 249,551 shares; 2025Q4: 202,926 shares 202,926 $26.5M 0.04% -46,625 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,375 shares; 2024Q4: 45,778 shares; 2025Q1: 29,307 shares; 2025Q2: 27,397 shares; 2025Q3: 25,274 shares; 2025Q4: 406,332 shares 406,332 $26.4M 0.04% +381,058 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,932 shares; 2024Q4: 619,842 shares; 2025Q1: 617,821 shares; 2025Q2: 530,224 shares; 2025Q3: 540,264 shares; 2025Q4: 528,397 shares 528,397 $26.4M 0.04% -11,867 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: 15,548 shares; 2024Q4: 16,060 shares; 2025Q1: 16,020 shares; 2025Q2: 13,858 shares; 2025Q3: 20,534 shares; 2025Q4: 34,227 shares 34,227 $26.4M 0.04% +13,693 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,350 shares; 2024Q4: 984,023 shares; 2025Q1: 884,516 shares; 2025Q2: 929,364 shares; 2025Q3: 1,045,612 shares; 2025Q4: 1,257,779 shares 1,257,779 $26.4M 0.04% +212,167 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,144 shares; 2024Q4: 79,782 shares; 2025Q1: 85,645 shares; 2025Q2: 97,573 shares; 2025Q3: 109,463 shares; 2025Q4: 115,275 shares 115,275 $26.4M 0.04% +5,812 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,627 shares; 2024Q4: 156,767 shares; 2025Q1: 159,956 shares; 2025Q2: 183,115 shares; 2025Q3: 299,093 shares; 2025Q4: 394,346 shares 394,346 $26.4M 0.04% +95,253 Timeline SLYV 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: 905,280 shares; 2024Q4: 918,764 shares; 2025Q1: 934,927 shares; 2025Q2: 305,697 shares; 2025Q3: 296,474 shares; 2025Q4: 289,674 shares 289,674 $26.4M 0.04% -6,800 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,784 shares; 2024Q4: 607,946 shares; 2025Q1: 614,794 shares; 2025Q2: 746,593 shares; 2025Q3: 758,426 shares; 2025Q4: 755,295 shares 755,295 $26.3M 0.04% -3,131 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329,078 shares; 2024Q4: 4,329,489 shares; 2025Q1: 4,332,576 shares; 2025Q2: 5,023,533 shares; 2025Q3: 5,023,754 shares; 2025Q4: 4,530,797 shares 4,530,797 $26.2M 0.04% -492,957 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,936 shares; 2024Q4: 616,435 shares; 2025Q1: 316,974 shares; 2025Q2: 397,959 shares; 2025Q3: 537,128 shares; 2025Q4: 584,026 shares 584,026 $26M 0.04% +46,898 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: 189,960 shares; 2024Q4: 187,009 shares; 2025Q1: 185,248 shares; 2025Q2: 196,226 shares; 2025Q3: 196,628 shares; 2025Q4: 203,851 shares 203,851 $26M 0.04% +7,223 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,106 shares; 2024Q4: 123,341 shares; 2025Q1: 173,122 shares; 2025Q2: 232,479 shares; 2025Q3: 258,391 shares; 2025Q4: 203,264 shares 203,264 $26M 0.04% -55,127 Timeline MAGS 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: 7,952 shares; 2024Q4: 7,952 shares; 2025Q1: 8,457 shares; 2025Q2: 9,570 shares; 2025Q3: 9,170 shares; 2025Q4: 391,952 shares 391,952 $25.9M 0.04% +382,782 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: 213,051 shares; 2024Q4: 214,261 shares; 2025Q1: 301,576 shares; 2025Q2: 249,584 shares; 2025Q3: 281,436 shares; 2025Q4: 255,131 shares 255,131 $25.7M 0.04% -26,305 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,773 shares; 2024Q4: 49,446 shares; 2025Q1: 333,369 shares; 2025Q2: 341,824 shares; 2025Q3: 415,053 shares; 2025Q4: 294,623 shares 294,623 $25.7M 0.04% -120,430 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: 287,033 shares; 2024Q4: 298,774 shares; 2025Q1: 310,151 shares; 2025Q2: 453,923 shares; 2025Q3: 452,586 shares; 2025Q4: 410,723 shares 410,723 $25.7M 0.04% -41,863 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: 14,486 shares; 2024Q4: 14,077 shares; 2025Q1: 20,900 shares; 2025Q2: 34,608 shares; 2025Q3: 90,589 shares; 2025Q4: 131,549 shares 131,549 $25.6M 0.04% +40,960 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: 129,896 shares; 2024Q4: 430,133 shares; 2025Q1: 463,829 shares; 2025Q2: 544,600 shares; 2025Q3: 617,245 shares; 2025Q4: 663,248 shares 663,248 $25.3M 0.04% +46,003 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,076 shares; 2024Q4: 25,290 shares; 2025Q1: 25,951 shares; 2025Q2: 101,970 shares; 2025Q3: 125,387 shares; 2025Q4: 192,091 shares 192,091 $25.2M 0.04% +66,704 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,966 shares; 2024Q4: 62,253 shares; 2025Q1: 101,293 shares; 2025Q2: 115,549 shares; 2025Q3: 130,803 shares; 2025Q4: 113,497 shares 113,497 $24.9M 0.04% -17,306 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: 58,535 shares; 2024Q4: 70,450 shares; 2025Q1: 60,013 shares; 2025Q2: 125,355 shares; 2025Q3: 187,843 shares; 2025Q4: 249,127 shares 249,127 $24.9M 0.04% +61,284 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571,738 shares; 2024Q4: 597,654 shares; 2025Q1: 650,774 shares; 2025Q2: 679,579 shares; 2025Q3: 634,967 shares; 2025Q4: 667,848 shares 667,848 $24.7M 0.04% +32,881 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,569 shares; 2024Q4: 87,890 shares; 2025Q1: 108,387 shares; 2025Q2: 115,875 shares; 2025Q3: 131,693 shares; 2025Q4: 283,592 shares 283,592 $24.7M 0.04% +151,899 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: 553,202 shares; 2024Q4: 541,027 shares; 2025Q1: 543,784 shares; 2025Q2: 551,676 shares; 2025Q3: 534,125 shares; 2025Q4: 501,719 shares 501,719 $24.6M 0.04% -32,406 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,936 shares; 2024Q4: 63,999 shares; 2025Q1: 74,248 shares; 2025Q2: 72,107 shares; 2025Q3: 91,189 shares; 2025Q4: 188,973 shares 188,973 $24.4M 0.04% +97,784 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,636 shares; 2024Q4: 757,719 shares; 2025Q1: 928,213 shares; 2025Q2: 854,222 shares; 2025Q3: 558,615 shares; 2025Q4: 478,605 shares 478,605 $24.4M 0.04% -80,010 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,788 shares; 2024Q4: 334,852 shares; 2025Q1: 290,893 shares; 2025Q2: 325,894 shares; 2025Q3: 348,297 shares; 2025Q4: 360,205 shares 360,205 $24.2M 0.04% +11,908 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,342 shares; 2025Q1: 21,699 shares; 2025Q2: 30,452 shares; 2025Q3: 29,441 shares; 2025Q4: 23,871 shares 23,871 $24.1M 0.04% -5,570 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,541 shares; 2024Q4: 802,385 shares; 2025Q1: 742,669 shares; 2025Q2: 726,133 shares; 2025Q3: 693,462 shares; 2025Q4: 710,924 shares 710,924 $24M 0.04% +17,462 Timeline PFF 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: 535,148 shares; 2024Q4: 589,228 shares; 2025Q1: 613,136 shares; 2025Q2: 553,491 shares; 2025Q3: 558,327 shares; 2025Q4: 773,617 shares 773,617 $24M 0.03% +215,290 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: 27,240 shares; 2024Q4: 36,481 shares; 2025Q1: 60,985 shares; 2025Q2: 71,545 shares; 2025Q3: 91,490 shares; 2025Q4: 98,257 shares 98,257 $23.9M 0.03% +6,767 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: 108,341 shares; 2024Q4: 76,502 shares; 2025Q1: 82,195 shares; 2025Q2: 94,662 shares; 2025Q3: 109,945 shares; 2025Q4: 116,114 shares 116,114 $23.8M 0.03% +6,169 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,992 shares; 2024Q4: 909,296 shares; 2025Q1: 771,362 shares; 2025Q2: 742,197 shares; 2025Q3: 731,706 shares; 2025Q4: 675,835 shares 675,835 $23.5M 0.03% -55,871 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: 85,255 shares; 2024Q4: 68,507 shares; 2025Q1: 68,463 shares; 2025Q2: 65,013 shares; 2025Q3: 56,525 shares; 2025Q4: 74,243 shares 74,243 $23M 0.03% +17,718 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,763 shares; 2024Q4: 276,185 shares; 2025Q1: 190,085 shares; 2025Q2: 123,413 shares; 2025Q3: 118,907 shares; 2025Q4: 228,424 shares 228,424 $22.9M 0.03% +109,517 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: 25,398 shares; 2024Q4: 34,060 shares; 2025Q1: 26,434 shares; 2025Q2: 46,692 shares; 2025Q3: 27,614 shares; 2025Q4: 194,307 shares 194,307 $22.9M 0.03% +166,693 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: 54,187 shares; 2024Q4: 53,813 shares; 2025Q1: 63,473 shares; 2025Q2: 67,763 shares; 2025Q3: 91,061 shares; 2025Q4: 117,116 shares 117,116 $22.9M 0.03% +26,055 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: 91,104 shares; 2024Q4: 95,601 shares; 2025Q1: 103,477 shares; 2025Q2: 115,813 shares; 2025Q3: 184,988 shares; 2025Q4: 198,081 shares 198,081 $22.8M 0.03% +13,093 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,944 shares; 2024Q4: 83,183 shares; 2025Q1: 105,771 shares; 2025Q2: 108,173 shares; 2025Q3: 110,211 shares; 2025Q4: 100,563 shares 100,563 $22.8M 0.03% -9,648 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: 29,695 shares; 2024Q4: 28,126 shares; 2025Q1: 30,844 shares; 2025Q2: 38,828 shares; 2025Q3: 43,920 shares; 2025Q4: 48,437 shares 48,437 $22.6M 0.03% +4,517 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483,801 shares; 2024Q4: 1,485,612 shares; 2025Q1: 1,903,166 shares; 2025Q2: 1,882,695 shares; 2025Q3: 1,828,960 shares; 2025Q4: 1,794,782 shares 1,794,782 $22.6M 0.03% -34,178 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,775 shares; 2024Q4: 21,463 shares; 2025Q1: 38,385 shares; 2025Q2: 77,775 shares; 2025Q3: 90,673 shares; 2025Q4: 166,926 shares 166,926 $22.6M 0.03% +76,253 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: 794,410 shares; 2024Q4: 735,355 shares; 2025Q1: 474,694 shares; 2025Q2: 995,618 shares; 2025Q3: 995,572 shares; 2025Q4: 980,613 shares 980,613 $22.6M 0.03% -14,959 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,157 shares; 2024Q4: 65,208 shares; 2025Q1: 132,703 shares; 2025Q2: 164,264 shares; 2025Q3: 203,000 shares; 2025Q4: 224,916 shares 224,916 $22.2M 0.03% +21,916 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: 196,860 shares; 2024Q4: 202,660 shares; 2025Q1: 194,611 shares; 2025Q2: 194,367 shares; 2025Q3: 195,884 shares; 2025Q4: 194,462 shares 194,462 $22.1M 0.03% -1,422 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,566 shares; 2024Q4: 32,336 shares; 2025Q1: 28,757 shares; 2025Q2: 96,643 shares; 2025Q3: 102,431 shares; 2025Q4: 85,150 shares 85,150 $22.1M 0.03% -17,281 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: 66,085 shares; 2024Q4: 65,385 shares; 2025Q1: 64,911 shares; 2025Q2: 64,430 shares; 2025Q3: 63,778 shares; 2025Q4: 67,791 shares 67,791 $21.9M 0.03% +4,013 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,949 shares; 2024Q4: 393,667 shares; 2025Q1: 404,605 shares; 2025Q2: 407,129 shares; 2025Q3: 431,911 shares; 2025Q4: 435,016 shares 435,016 $21.7M 0.03% +3,105 Timeline SPIP 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: 888,795 shares; 2024Q4: 895,945 shares; 2025Q1: 899,523 shares; 2025Q2: 867,475 shares; 2025Q3: 838,358 shares; 2025Q4: 836,120 shares 836,120 $21.7M 0.03% -2,238 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,706 shares; 2024Q4: 364,069 shares; 2025Q1: 490,149 shares; 2025Q2: 404,555 shares; 2025Q3: 355,083 shares; 2025Q4: 340,243 shares 340,243 $21.7M 0.03% -14,840 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: 31,211 shares; 2024Q4: 35,403 shares; 2025Q1: 49,895 shares; 2025Q2: 60,890 shares; 2025Q3: 84,165 shares; 2025Q4: 162,661 shares 162,661 $21.6M 0.03% +78,496 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,838 shares; 2024Q4: 97,437 shares; 2025Q1: 104,380 shares; 2025Q2: 110,007 shares; 2025Q3: 107,007 shares; 2025Q4: 110,544 shares 110,544 $21.5M 0.03% +3,537 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,242 shares; 2024Q4: 75,222 shares; 2025Q1: 78,416 shares; 2025Q2: 102,531 shares; 2025Q3: 132,624 shares; 2025Q4: 95,733 shares 95,733 $21.4M 0.03% -36,891 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,729 shares; 2024Q4: 48,622 shares; 2025Q1: 68,670 shares; 2025Q2: 88,559 shares; 2025Q3: 108,969 shares; 2025Q4: 130,760 shares 130,760 $21.2M 0.03% +21,791 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: 140,527 shares; 2024Q4: 141,376 shares; 2025Q1: 169,140 shares; 2025Q2: 104,575 shares; 2025Q3: 99,576 shares; 2025Q4: 85,623 shares 85,623 $21.2M 0.03% -13,953 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: 16,678 shares; 2024Q4: 14,147 shares; 2025Q1: 15,201 shares; 2025Q2: 222,285 shares; 2025Q3: 226,672 shares; 2025Q4: 231,609 shares 231,609 $21.1M 0.03% +4,937 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: 191,414 shares; 2024Q4: 190,015 shares; 2025Q1: 228,602 shares; 2025Q2: 227,531 shares; 2025Q3: 233,670 shares; 2025Q4: 241,120 shares 241,120 $21M 0.03% +7,450 Timeline DFIS 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: 427,338 shares; 2024Q4: 455,782 shares; 2025Q1: 488,856 shares; 2025Q2: 526,925 shares; 2025Q3: 602,113 shares; 2025Q4: 638,091 shares 638,091 $21M 0.03% +35,978 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: 103,875 shares; 2024Q4: 109,529 shares; 2025Q1: 113,419 shares; 2025Q2: 138,989 shares; 2025Q3: 146,837 shares; 2025Q4: 490,997 shares 490,997 $21M 0.03% +344,160 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: 106,485 shares; 2024Q4: 107,555 shares; 2025Q1: 107,655 shares; 2025Q2: 109,152 shares; 2025Q3: 110,229 shares; 2025Q4: 115,390 shares 115,390 $20.9M 0.03% +5,161 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,239 shares; 2024Q4: 75,407 shares; 2025Q1: 89,726 shares; 2025Q2: 95,659 shares; 2025Q3: 93,828 shares; 2025Q4: 91,352 shares 91,352 $20.8M 0.03% -2,476 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: 359,838 shares; 2024Q4: 358,574 shares; 2025Q1: 381,368 shares; 2025Q2: 380,625 shares; 2025Q3: 377,792 shares; 2025Q4: 380,164 shares 380,164 $20.8M 0.03% +2,372 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: 266,665 shares; 2024Q4: 268,141 shares; 2025Q1: 264,627 shares; 2025Q2: 256,235 shares; 2025Q3: 258,520 shares; 2025Q4: 245,374 shares 245,374 $20.8M 0.03% -13,146 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 30,219 shares; 2025Q1: 35,941 shares; 2025Q2: 36,390 shares; 2025Q3: 38,878 shares; 2025Q4: 61,493 shares 61,493 $20.7M 0.03% +22,615 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: 40,082 shares; 2024Q4: 44,050 shares; 2025Q1: 43,067 shares; 2025Q2: 39,420 shares; 2025Q3: 39,862 shares; 2025Q4: 40,325 shares 40,325 $20.6M 0.03% +463 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: 85,993 shares; 2024Q4: 91,447 shares; 2025Q1: 97,945 shares; 2025Q2: 110,455 shares; 2025Q3: 116,464 shares; 2025Q4: 127,200 shares 127,200 $20.5M 0.03% +10,736 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: 120,678 shares; 2024Q4: 118,941 shares; 2025Q1: 117,997 shares; 2025Q2: 85,520 shares; 2025Q3: 62,736 shares; 2025Q4: 70,715 shares 70,715 $20.4M 0.03% +7,979 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,291 shares; 2024Q4: 581,336 shares; 2025Q1: 606,802 shares; 2025Q2: 618,751 shares; 2025Q3: 628,911 shares; 2025Q4: 1,208,164 shares 1,208,164 $20.2M 0.03% +579,253 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,499 shares; 2024Q4: 379,735 shares; 2025Q1: 186,475 shares; 2025Q2: 331,102 shares; 2025Q3: 197,802 shares; 2025Q4: 342,693 shares 342,693 $20M 0.03% +144,891 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,929 shares; 2024Q4: 48,952 shares; 2025Q1: 61,446 shares; 2025Q2: 62,021 shares; 2025Q3: 78,276 shares; 2025Q4: 85,257 shares 85,257 $19.9M 0.03% +6,981 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: 26,543 shares; 2024Q4: 26,113 shares; 2025Q1: 28,660 shares; 2025Q2: 31,981 shares; 2025Q3: 34,582 shares; 2025Q4: 34,844 shares 34,844 $19.9M 0.03% +262 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,699 shares; 2024Q4: 183,317 shares; 2025Q1: 189,549 shares; 2025Q2: 212,487 shares; 2025Q3: 235,982 shares; 2025Q4: 329,784 shares 329,784 $19.8M 0.03% +93,802 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: 110,660 shares; 2024Q4: 139,875 shares; 2025Q1: 103,830 shares; 2025Q2: 96,221 shares; 2025Q3: 104,859 shares; 2025Q4: 121,051 shares 121,051 $19.7M 0.03% +16,192 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,858 shares; 2024Q4: 113,866 shares; 2025Q1: 113,872 shares; 2025Q2: 131,808 shares; 2025Q3: 149,604 shares; 2025Q4: 200,932 shares 200,932 $19.5M 0.03% +51,328 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: 241,403 shares; 2024Q4: 298,668 shares; 2025Q1: 295,357 shares; 2025Q2: 294,089 shares; 2025Q3: 296,956 shares; 2025Q4: 300,960 shares 300,960 $19.4M 0.03% +4,004 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,597 shares; 2024Q4: 169,557 shares; 2025Q1: 180,896 shares; 2025Q2: 175,781 shares; 2025Q3: 175,988 shares; 2025Q4: 188,492 shares 188,492 $19.4M 0.03% +12,504 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: 33,321 shares; 2024Q4: 31,909 shares; 2025Q1: 36,244 shares; 2025Q2: 37,521 shares; 2025Q3: 33,499 shares; 2025Q4: 33,357 shares 33,357 $19.4M 0.03% -142 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,950 shares; 2024Q4: 422,959 shares; 2025Q1: 485,968 shares; 2025Q2: 284,874 shares; 2025Q3: 298,041 shares; 2025Q4: 443,479 shares 443,479 $19.3M 0.03% +145,438 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,024 shares; 2024Q4: 41,737 shares; 2025Q1: 33,361 shares; 2025Q2: 58,774 shares; 2025Q3: 103,626 shares; 2025Q4: 133,759 shares 133,759 $19M 0.03% +30,133 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: 13,067 shares; 2024Q4: 653,608 shares; 2025Q1: 661,888 shares; 2025Q2: 659,583 shares; 2025Q3: 584,010 shares; 2025Q4: 317,955 shares 317,955 $18.7M 0.03% -266,055 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,761 shares; 2024Q4: 277,941 shares; 2025Q1: 305,905 shares; 2025Q2: 305,794 shares; 2025Q3: 289,879 shares; 2025Q4: 253,056 shares 253,056 $18.7M 0.03% -36,823 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: 43,834 shares; 2024Q4: 55,796 shares; 2025Q1: 58,067 shares; 2025Q2: 34,764 shares; 2025Q3: 48,444 shares; 2025Q4: 152,635 shares 152,635 $18.6M 0.03% +104,191 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,822 shares; 2024Q4: 126,834 shares; 2025Q1: 212,923 shares; 2025Q2: 205,160 shares; 2025Q3: 212,705 shares; 2025Q4: 217,507 shares 217,507 $18.5M 0.03% +4,802 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,938 shares; 2024Q4: 540,833 shares; 2025Q1: 512,862 shares; 2025Q2: 372,313 shares; 2025Q3: 234,092 shares; 2025Q4: 241,790 shares 241,790 $18.5M 0.03% +7,698 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,263 shares; 2024Q4: 800,198 shares; 2025Q1: 788,774 shares; 2025Q2: 755,667 shares; 2025Q3: 818,143 shares; 2025Q4: 705,245 shares 705,245 $18.5M 0.03% -112,898 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,461 shares; 2024Q4: 264,038 shares; 2025Q1: 182,649 shares; 2025Q2: 310,131 shares; 2025Q3: 329,729 shares; 2025Q4: 395,321 shares 395,321 $18.4M 0.03% +65,592 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: 57,691 shares; 2024Q4: 59,460 shares; 2025Q1: 54,192 shares; 2025Q2: 49,879 shares; 2025Q3: 50,885 shares; 2025Q4: 62,527 shares 62,527 $18.4M 0.03% +11,642 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,365 shares; 2024Q4: 61,319 shares; 2025Q1: 80,703 shares; 2025Q2: 82,291 shares; 2025Q3: 85,031 shares; 2025Q4: 89,509 shares 89,509 $18.4M 0.03% +4,478 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: 47,993 shares; 2024Q4: 50,845 shares; 2025Q1: 40,817 shares; 2025Q2: 30,228 shares; 2025Q3: 45,401 shares; 2025Q4: 218,725 shares 218,725 $18.3M 0.03% +173,324 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: 174,343 shares; 2024Q4: 165,889 shares; 2025Q1: 187,646 shares; 2025Q2: 185,830 shares; 2025Q3: 193,827 shares; 2025Q4: 248,435 shares 248,435 $18.3M 0.03% +54,608 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: 147,372 shares; 2024Q4: 148,681 shares; 2025Q1: 137,439 shares; 2025Q2: 132,440 shares; 2025Q3: 131,128 shares; 2025Q4: 128,446 shares 128,446 $18.1M 0.03% -2,682 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,303 shares; 2024Q4: 40,117 shares; 2025Q1: 37,201 shares; 2025Q2: 41,887 shares; 2025Q3: 46,277 shares; 2025Q4: 144,074 shares 144,074 $18M 0.03% +97,797 Timeline VSGX 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: 271,176 shares; 2024Q4: 273,700 shares; 2025Q1: 278,465 shares; 2025Q2: 261,155 shares; 2025Q3: 238,742 shares; 2025Q4: 251,683 shares 251,683 $18M 0.03% +12,941 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,745 shares; 2024Q4: 53,118 shares; 2025Q1: 50,368 shares; 2025Q2: 50,459 shares; 2025Q3: 41,994 shares; 2025Q4: 39,835 shares 39,835 $17.8M 0.03% -2,159 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: 56,493 shares; 2024Q4: 66,600 shares; 2025Q1: 113,059 shares; 2025Q2: 144,216 shares; 2025Q3: 144,910 shares; 2025Q4: 147,752 shares 147,752 $17.7M 0.03% +2,842 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: 142,699 shares; 2024Q4: 193,128 shares; 2025Q1: 168,032 shares; 2025Q2: 163,103 shares; 2025Q3: 137,544 shares; 2025Q4: 242,701 shares 242,701 $17.6M 0.03% +105,157 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,664 shares; 2024Q4: 229,081 shares; 2025Q1: 241,508 shares; 2025Q2: 254,381 shares; 2025Q3: 264,622 shares; 2025Q4: 261,738 shares 261,738 $17.5M 0.03% -2,884 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: 460,847 shares; 2024Q4: 286,619 shares; 2025Q1: 226,455 shares; 2025Q2: 231,508 shares; 2025Q3: 217,535 shares; 2025Q4: 282,934 shares 282,934 $17.5M 0.03% +65,399 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: 176,102 shares; 2024Q4: 172,139 shares; 2025Q1: 178,638 shares; 2025Q2: 202,639 shares; 2025Q3: 229,556 shares; 2025Q4: 344,248 shares 344,248 $17.5M 0.03% +114,692 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,694 shares; 2024Q4: 85,156 shares; 2025Q1: 84,817 shares; 2025Q2: 82,469 shares; 2025Q3: 78,384 shares; 2025Q4: 69,248 shares 69,248 $17.4M 0.03% -9,136 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,891 shares; 2024Q4: 82,860 shares; 2025Q1: 79,498 shares; 2025Q2: 79,583 shares; 2025Q3: 76,152 shares; 2025Q4: 95,513 shares 95,513 $17.4M 0.03% +19,361 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: 263,827 shares; 2024Q4: 269,557 shares; 2025Q1: 292,513 shares; 2025Q2: 274,566 shares; 2025Q3: 123,516 shares; 2025Q4: 134,618 shares 134,618 $17.3M 0.03% +11,102 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,052 shares; 2024Q4: 984,045 shares; 2025Q1: 1,187,494 shares; 2025Q2: 1,264,936 shares; 2025Q3: 1,227,421 shares; 2025Q4: 1,320,131 shares 1,320,131 $17.3M 0.03% +92,710 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: 109,928 shares; 2024Q4: 103,531 shares; 2025Q1: 109,030 shares; 2025Q2: 109,967 shares; 2025Q3: 111,314 shares; 2025Q4: 114,247 shares 114,247 $17.3M 0.03% +2,933 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,068 shares; 2024Q4: 47,298 shares; 2025Q1: 45,764 shares; 2025Q2: 320,881 shares; 2025Q3: 212,595 shares; 2025Q4: 180,912 shares 180,912 $17.2M 0.03% -31,683 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,946 shares; 2024Q4: 261,418 shares; 2025Q1: 662,158 shares; 2025Q2: 671,620 shares; 2025Q3: 661,750 shares; 2025Q4: 666,508 shares 666,508 $17.1M 0.02% +4,758 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,571 shares; 2024Q4: 14,842 shares; 2025Q1: 10,352 shares; 2025Q2: 17,595 shares; 2025Q3: 44,892 shares; 2025Q4: 261,505 shares 261,505 $17M 0.02% +216,613 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,031 shares; 2024Q4: 259,769 shares; 2025Q1: 252,037 shares; 2025Q2: 273,229 shares; 2025Q3: 284,894 shares; 2025Q4: 381,210 shares 381,210 $16.9M 0.02% +96,316 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,915 shares; 2024Q4: 30,261 shares; 2025Q1: 30,557 shares; 2025Q2: 29,748 shares; 2025Q3: 28,918 shares; 2025Q4: 28,555 shares 28,555 $16.9M 0.02% -363 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: 197,825 shares; 2024Q4: 193,260 shares; 2025Q1: 203,791 shares; 2025Q2: 390,052 shares; 2025Q3: 381,771 shares; 2025Q4: 420,032 shares 420,032 $16.9M 0.02% +38,261 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: not reported; 2024Q4: 12,117 shares; 2025Q1: 20,677 shares; 2025Q2: 28,043 shares; 2025Q3: 86,868 shares; 2025Q4: 273,545 shares 273,545 $16.8M 0.02% +186,677 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,598 shares; 2024Q4: 52,463 shares; 2025Q1: 39,547 shares; 2025Q2: 30,876 shares; 2025Q3: 54,729 shares; 2025Q4: 206,553 shares 206,553 $16.7M 0.02% +151,824 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: 36,994 shares; 2024Q4: 32,148 shares; 2025Q1: 39,828 shares; 2025Q2: 37,603 shares; 2025Q3: 40,399 shares; 2025Q4: 47,193 shares 47,193 $16.7M 0.02% +6,794 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,177 shares; 2024Q4: 25,406 shares; 2025Q1: 26,504 shares; 2025Q2: 41,290 shares; 2025Q3: 50,065 shares; 2025Q4: 48,943 shares 48,943 $16.7M 0.02% -1,122 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: 95,486 shares; 2024Q4: 73,548 shares; 2025Q1: 77,507 shares; 2025Q2: 79,056 shares; 2025Q3: 55,763 shares; 2025Q4: 97,919 shares 97,919 $16.6M 0.02% +42,156 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: 289,861 shares; 2024Q4: 274,430 shares; 2025Q1: 317,634 shares; 2025Q2: 366,405 shares; 2025Q3: 433,718 shares; 2025Q4: 457,356 shares 457,356 $16.6M 0.02% +23,638 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: 8,550 shares; 2024Q4: 93,764 shares; 2025Q1: 137,951 shares; 2025Q2: 92,645 shares; 2025Q3: 94,287 shares; 2025Q4: 186,639 shares 186,639 $16.6M 0.02% +92,352 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242,354 shares; 2025Q3: 242,326 shares; 2025Q4: 242,346 shares 242,346 $16.5M 0.02% +20 Timeline FNDA 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: 126,385 shares; 2024Q4: 911,712 shares; 2025Q1: 901,689 shares; 2025Q2: 869,828 shares; 2025Q3: 553,449 shares; 2025Q4: 522,948 shares 522,948 $16.5M 0.02% -30,501 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065,856 shares; 2024Q4: 1,087,268 shares; 2025Q1: 587,996 shares; 2025Q2: 997,131 shares; 2025Q3: 476,020 shares; 2025Q4: 947,070 shares 947,070 $16.4M 0.02% +471,050 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,358 shares; 2024Q4: 214,099 shares; 2025Q1: 217,019 shares; 2025Q2: 290,351 shares; 2025Q3: 238,108 shares; 2025Q4: 257,042 shares 257,042 $16.4M 0.02% +18,934 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,874 shares; 2024Q4: 404,482 shares; 2025Q1: 382,434 shares; 2025Q2: 383,625 shares; 2025Q3: 322,816 shares; 2025Q4: 808,636 shares 808,636 $16.4M 0.02% +485,820 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,422 shares; 2024Q4: 131,515 shares; 2025Q1: 135,578 shares; 2025Q2: 186,586 shares; 2025Q3: 187,702 shares; 2025Q4: 195,776 shares 195,776 $16.3M 0.02% +8,074 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,906 shares; 2024Q4: 118,987 shares; 2025Q1: 233,810 shares; 2025Q2: 381,912 shares; 2025Q3: 329,698 shares; 2025Q4: 1,587,051 shares 1,587,051 $16.1M 0.02% +1,257,353 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: 26,302 shares; 2024Q4: 25,541 shares; 2025Q1: 21,623 shares; 2025Q2: 23,784 shares; 2025Q3: 25,476 shares; 2025Q4: 25,795 shares 25,795 $16.1M 0.02% +319 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 4,281 shares; 2025Q1: 17,495 shares; 2025Q2: 38,441 shares; 2025Q3: 58,616 shares; 2025Q4: 276,324 shares 276,324 $16.1M 0.02% +217,708 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP 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: 50,671 shares; 2025Q3: 71,138 shares; 2025Q4: 67,591 shares 67,591 $16M 0.02% -3,547 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,216 shares; 2024Q4: 6,004 shares; 2025Q1: 3,809 shares; 2025Q2: 15,275 shares; 2025Q3: 89,356 shares; 2025Q4: 139,403 shares 139,403 $16M 0.02% +50,047 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,778 shares; 2024Q4: 136,175 shares; 2025Q1: 122,969 shares; 2025Q2: 134,310 shares; 2025Q3: 129,300 shares; 2025Q4: 141,410 shares 141,410 $16M 0.02% +12,110 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,042 shares; 2024Q4: 29,179 shares; 2025Q1: 34,782 shares; 2025Q2: 37,957 shares; 2025Q3: 55,713 shares; 2025Q4: 180,494 shares 180,494 $15.9M 0.02% +124,781 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: 31,642 shares; 2024Q4: 51,871 shares; 2025Q1: 54,535 shares; 2025Q2: 55,348 shares; 2025Q3: 54,147 shares; 2025Q4: 79,484 shares 79,484 $15.9M 0.02% +25,337 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,410 shares; 2024Q4: 420,542 shares; 2025Q1: 763,311 shares; 2025Q2: 611,506 shares; 2025Q3: 607,021 shares; 2025Q4: 605,927 shares 605,927 $15.8M 0.02% -1,094 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: 395,516 shares; 2024Q4: 470,226 shares; 2025Q1: 474,624 shares; 2025Q2: 486,793 shares; 2025Q3: 492,641 shares; 2025Q4: 492,300 shares 492,300 $15.8M 0.02% -341 Timeline BAPR 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: 203,820 shares; 2024Q4: 195,759 shares; 2025Q1: 190,955 shares; 2025Q2: 378,934 shares; 2025Q3: 338,831 shares; 2025Q4: 327,624 shares 327,624 $15.7M 0.02% -11,207 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,311 shares; 2024Q4: 27,935 shares; 2025Q1: 84,832 shares; 2025Q2: 165,431 shares; 2025Q3: 192,267 shares; 2025Q4: 263,128 shares 263,128 $15.6M 0.02% +70,861 Timeline SPYG 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: 77,619 shares; 2024Q4: 69,463 shares; 2025Q1: 70,053 shares; 2025Q2: 77,056 shares; 2025Q3: 73,806 shares; 2025Q4: 145,104 shares 145,104 $15.5M 0.02% +71,298 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: 18,120 shares; 2024Q4: 17,660 shares; 2025Q1: 20,960 shares; 2025Q2: 20,942 shares; 2025Q3: 22,260 shares; 2025Q4: 22,900 shares 22,900 $15.4M 0.02% +640 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: 29,959 shares; 2024Q4: 31,228 shares; 2025Q1: 45,217 shares; 2025Q2: 68,535 shares; 2025Q3: 51,104 shares; 2025Q4: 86,174 shares 86,174 $15.4M 0.02% +35,070 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: 10,924 shares; 2024Q4: 11,395 shares; 2025Q1: 18,630 shares; 2025Q2: 21,170 shares; 2025Q3: 21,295 shares; 2025Q4: 22,705 shares 22,705 $15.4M 0.02% +1,410 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,994 shares; 2024Q4: 73,884 shares; 2025Q1: 167,915 shares; 2025Q2: 147,319 shares; 2025Q3: 182,114 shares; 2025Q4: 349,216 shares 349,216 $15.3M 0.02% +167,102 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 16,496 shares; 2025Q1: 102,373 shares; 2025Q2: 216,039 shares; 2025Q3: 335,503 shares; 2025Q4: 443,142 shares 443,142 $15.3M 0.02% +107,639 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,032 shares; 2024Q4: 510,665 shares; 2025Q1: 497,075 shares; 2025Q2: 569,694 shares; 2025Q3: 660,946 shares; 2025Q4: 558,460 shares 558,460 $15.1M 0.02% -102,486 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,794 shares; 2024Q4: 31,284 shares; 2025Q1: 29,165 shares; 2025Q2: 36,682 shares; 2025Q3: 46,542 shares; 2025Q4: 54,912 shares 54,912 $15.1M 0.02% +8,370 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: 47,233 shares; 2024Q4: 45,260 shares; 2025Q1: 43,030 shares; 2025Q2: 41,188 shares; 2025Q3: 51,765 shares; 2025Q4: 67,485 shares 67,485 $15.1M 0.02% +15,720 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,898 shares; 2024Q4: 123,888 shares; 2025Q1: 179,287 shares; 2025Q2: 551,140 shares; 2025Q3: 675,876 shares; 2025Q4: 779,101 shares 779,101 $15.1M 0.02% +103,225 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 11,588 shares; 2025Q1: 7,243 shares; 2025Q2: 12,843 shares; 2025Q3: 13,147 shares; 2025Q4: 30,804 shares 30,804 $15M 0.02% +17,657 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,168 shares; 2024Q4: 15,964 shares; 2025Q1: 15,374 shares; 2025Q2: 14,629 shares; 2025Q3: 32,439 shares; 2025Q4: 59,091 shares 59,091 $14.9M 0.02% +26,652 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 7,948 shares; 2025Q1: 8,830 shares; 2025Q2: 28,041 shares; 2025Q3: 29,089 shares; 2025Q4: 81,965 shares 81,965 $14.9M 0.02% +52,876 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: 3,292 shares; 2024Q4: 3,302 shares; 2025Q1: 3,532 shares; 2025Q2: 3,802 shares; 2025Q3: 5,115 shares; 2025Q4: 4,374 shares 4,374 $14.8M 0.02% -741 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,246 shares; 2024Q4: 219,451 shares; 2025Q1: 218,658 shares; 2025Q2: 254,464 shares; 2025Q3: 289,398 shares; 2025Q4: 426,948 shares 426,948 $14.7M 0.02% +137,550 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,672 shares; 2024Q4: 26,398 shares; 2025Q1: 29,189 shares; 2025Q2: 33,716 shares; 2025Q3: 38,741 shares; 2025Q4: 72,221 shares 72,221 $14.7M 0.02% +33,480 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,554 shares; 2024Q4: 26,916 shares; 2025Q1: 42,146 shares; 2025Q2: 42,318 shares; 2025Q3: 38,120 shares; 2025Q4: 111,192 shares 111,192 $14.7M 0.02% +73,072 Timeline