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: 12,144,551 shares; 2024Q4: 12,134,422 shares; 2025Q1: 11,418,257 shares; 2025Q2: 10,282,657 shares; 2025Q3: 9,255,136 shares; 2025Q4: 11,001,858 shares 11,001,858 $2.99B 4.07% +1,746,722 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: 6,561,139 shares; 2024Q4: 6,177,370 shares; 2025Q1: 5,754,983 shares; 2025Q2: 11,124,508 shares; 2025Q3: 5,329,394 shares; 2025Q4: 6,035,222 shares 6,035,222 $2.92B 3.97% +705,828 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: 2,480,171 shares; 2024Q4: 2,339,731 shares; 2025Q1: 5,148,392 shares; 2025Q2: 3,018,571 shares; 2025Q3: 3,479,224 shares; 2025Q4: 4,055,791 shares 4,055,791 $2.78B 3.77% +576,567 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: 10,605,349 shares; 2024Q4: 9,100,010 shares; 2025Q1: 9,197,979 shares; 2025Q2: 9,242,705 shares; 2025Q3: 8,472,030 shares; 2025Q4: 10,242,018 shares 10,242,018 $1.9B 2.59% +1,769,988 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782,370 shares; 2024Q4: 1,243,080 shares; 2025Q1: 2,388,198 shares; 2025Q2: 2,252,320 shares; 2025Q3: 2,467,639 shares; 2025Q4: 2,922,560 shares 2,922,560 $1.83B 2.49% +454,921 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: 17,410,048 shares; 2024Q4: 16,872,205 shares; 2025Q1: 18,467,868 shares; 2025Q2: 21,027,645 shares; 2025Q3: 24,400,503 shares; 2025Q4: 27,743,539 shares 27,743,539 $1.73B 2.35% +3,343,036 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: 7,285,424 shares; 2024Q4: 7,281,529 shares; 2025Q1: 6,986,514 shares; 2025Q2: 6,994,296 shares; 2025Q3: 6,388,127 shares; 2025Q4: 7,393,950 shares 7,393,950 $1.71B 2.32% +1,005,823 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: 5,008,053 shares; 2024Q4: 5,428,628 shares; 2025Q1: 5,178,336 shares; 2025Q2: 5,118,944 shares; 2025Q3: 5,123,244 shares; 2025Q4: 5,175,736 shares 5,175,736 $1.62B 2.2% +52,492 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: 5,557,023 shares; 2024Q4: 5,546,075 shares; 2025Q1: 5,127,662 shares; 2025Q2: 4,922,311 shares; 2025Q3: 4,236,254 shares; 2025Q4: 5,059,394 shares 5,059,394 $1.59B 2.16% +823,140 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: 3,798,941 shares; 2024Q4: 3,858,101 shares; 2025Q1: 3,768,704 shares; 2025Q2: 3,857,912 shares; 2025Q3: 3,640,059 shares; 2025Q4: 3,913,103 shares 3,913,103 $1.36B 1.84% +273,044 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: 3,695,331 shares; 2024Q4: 3,526,963 shares; 2025Q1: 3,345,572 shares; 2025Q2: 3,386,661 shares; 2025Q3: 3,194,614 shares; 2025Q4: 3,484,827 shares 3,484,827 $1.12B 1.53% +290,213 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,598 shares; 2024Q4: 1,155,800 shares; 2025Q1: 1,347,288 shares; 2025Q2: 1,379,324 shares; 2025Q3: 1,502,439 shares; 2025Q4: 1,578,493 shares 1,578,493 $1.07B 1.46% +76,054 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: 1,947,117 shares; 2024Q4: 1,925,537 shares; 2025Q1: 1,860,137 shares; 2025Q2: 1,899,478 shares; 2025Q3: 1,392,269 shares; 2025Q4: 1,857,582 shares 1,857,582 $934M 1.27% +465,313 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: 1,028,044 shares; 2024Q4: 932,894 shares; 2025Q1: 981,957 shares; 2025Q2: 1,998,624 shares; 2025Q3: 929,519 shares; 2025Q4: 1,131,151 shares 1,131,151 $747M 1.02% +201,632 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: 1,381,446 shares; 2024Q4: 1,374,168 shares; 2025Q1: 1,227,295 shares; 2025Q2: 847,380 shares; 2025Q3: 652,437 shares; 2025Q4: 859,419 shares 859,419 $741M 1.01% +206,982 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: 621,510 shares; 2024Q4: 576,203 shares; 2025Q1: 599,428 shares; 2025Q2: 620,126 shares; 2025Q3: 489,730 shares; 2025Q4: 685,924 shares 685,924 $737M 1% +196,194 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: 744,127 shares; 2024Q4: 628,918 shares; 2025Q1: 621,501 shares; 2025Q2: 473,262 shares; 2025Q3: 1,405,497 shares; 2025Q4: 1,440,139 shares 1,440,139 $703M 0.96% +34,642 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: 2,196,383 shares; 2024Q4: 2,117,983 shares; 2025Q1: 1,879,648 shares; 2025Q2: 1,995,976 shares; 2025Q3: 1,786,160 shares; 2025Q4: 1,972,726 shares 1,972,726 $693M 0.94% +186,566 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: 1,217,693 shares; 2024Q4: 1,413,784 shares; 2025Q1: 1,132,614 shares; 2025Q2: 1,176,951 shares; 2025Q3: 1,729,164 shares; 2025Q4: 1,934,322 shares 1,934,322 $645M 0.88% +205,158 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: 2,795,826 shares; 2024Q4: 2,454,903 shares; 2025Q1: 2,236,813 shares; 2025Q2: 2,237,635 shares; 2025Q3: 2,597,284 shares; 2025Q4: 2,707,569 shares 2,707,569 $560M 0.76% +110,285 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: 2,277,546 shares; 2024Q4: 2,333,915 shares; 2025Q1: 2,290,045 shares; 2025Q2: 2,375,010 shares; 2025Q3: 2,346,466 shares; 2025Q4: 2,390,243 shares 2,390,243 $546M 0.74% +43,777 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: 21,751,417 shares; 2024Q4: 22,502,420 shares; 2025Q1: 21,627,758 shares; 2025Q2: 20,840,936 shares; 2025Q3: 20,421,648 shares; 2025Q4: 20,403,866 shares 20,403,866 $491M 0.67% -17,782 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: 7,113,526 shares; 2024Q4: 6,022,801 shares; 2025Q1: 6,473,029 shares; 2025Q2: 5,973,356 shares; 2025Q3: 7,777,858 shares; 2025Q4: 8,726,358 shares 8,726,358 $469M 0.64% +948,500 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: 10,881,716 shares; 2024Q4: 10,744,937 shares; 2025Q1: 10,530,346 shares; 2025Q2: 8,254,673 shares; 2025Q3: 6,585,782 shares; 2025Q4: 9,951,259 shares 9,951,259 $464M 0.63% +3,365,477 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: 949,928 shares; 2024Q4: 895,927 shares; 2025Q1: 926,958 shares; 2025Q2: 875,443 shares; 2025Q3: 732,197 shares; 2025Q4: 798,226 shares 798,226 $463M 0.63% +66,029 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: 1,117,218 shares; 2024Q4: 1,323,361 shares; 2025Q1: 1,243,702 shares; 2025Q2: 1,215,783 shares; 2025Q3: 1,057,144 shares; 2025Q4: 1,205,660 shares 1,205,660 $415M 0.56% +148,516 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: 2,506,370 shares; 2024Q4: 2,525,525 shares; 2025Q1: 2,487,263 shares; 2025Q2: 2,535,099 shares; 2025Q3: 2,210,547 shares; 2025Q4: 2,629,205 shares 2,629,205 $401M 0.54% +418,658 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: 3,398,878 shares; 2024Q4: 3,149,891 shares; 2025Q1: 3,102,936 shares; 2025Q2: 3,195,575 shares; 2025Q3: 2,989,305 shares; 2025Q4: 3,250,595 shares 3,250,595 $391M 0.53% +261,290 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: 562,807 shares; 2024Q4: 717,942 shares; 2025Q1: 653,401 shares; 2025Q2: 650,299 shares; 2025Q3: 629,834 shares; 2025Q4: 680,498 shares 680,498 $389M 0.53% +50,664 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: 2,375,539 shares; 2024Q4: 2,327,007 shares; 2025Q1: 2,273,116 shares; 2025Q2: 2,524,710 shares; 2025Q3: 2,180,624 shares; 2025Q4: 2,453,577 shares 2,453,577 $378M 0.51% +272,953 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: 2,689,937 shares; 2024Q4: 2,351,243 shares; 2025Q1: 2,541,647 shares; 2025Q2: 2,500,000 shares; 2025Q3: 2,425,679 shares; 2025Q4: 2,545,798 shares 2,545,798 $366M 0.5% +120,119 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: 2,933,995 shares; 2024Q4: 3,384,651 shares; 2025Q1: 3,886,563 shares; 2025Q2: 4,047,221 shares; 2025Q3: 3,605,697 shares; 2025Q4: 4,384,698 shares 4,384,698 $361M 0.49% +779,001 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: 2,811,432 shares; 2024Q4: 2,708,971 shares; 2025Q1: 2,606,128 shares; 2025Q2: 2,565,824 shares; 2025Q3: 2,239,935 shares; 2025Q4: 2,494,764 shares 2,494,764 $358M 0.49% +254,829 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: 758,007 shares; 2024Q4: 624,844 shares; 2025Q1: 582,968 shares; 2025Q2: 694,543 shares; 2025Q3: 649,213 shares; 2025Q4: 776,777 shares 776,777 $349M 0.48% +127,564 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: 977,550 shares; 2024Q4: 940,624 shares; 2025Q1: 863,372 shares; 2025Q2: 835,400 shares; 2025Q3: 1,573,666 shares; 2025Q4: 1,573,180 shares 1,573,180 $346M 0.47% -486 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: 1,085,149 shares; 2024Q4: 1,097,038 shares; 2025Q1: 1,098,843 shares; 2025Q2: 1,127,559 shares; 2025Q3: 949,993 shares; 2025Q4: 981,354 shares 981,354 $345M 0.47% +31,361 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: 773,630 shares; 2024Q4: 774,476 shares; 2025Q1: 1,513,226 shares; 2025Q2: 692,276 shares; 2025Q3: 713,855 shares; 2025Q4: 710,262 shares 710,262 $336M 0.46% -3,593 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: 576,233 shares; 2024Q4: 636,973 shares; 2025Q1: 643,940 shares; 2025Q2: 627,531 shares; 2025Q3: 552,719 shares; 2025Q4: 634,713 shares 634,713 $332M 0.45% +81,994 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: 886,578 shares; 2024Q4: 878,410 shares; 2025Q1: 881,454 shares; 2025Q2: 864,987 shares; 2025Q3: 908,471 shares; 2025Q4: 738,434 shares 738,434 $329M 0.45% -170,037 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: 706,308 shares; 2024Q4: 702,840 shares; 2025Q1: 632,948 shares; 2025Q2: 567,599 shares; 2025Q3: 352,743 shares; 2025Q4: 563,306 shares 563,306 $323M 0.44% +210,563 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: 3,133,510 shares; 2024Q4: 2,407,281 shares; 2025Q1: 4,919,285 shares; 2025Q2: 10,204,380 shares; 2025Q3: 3,454,429 shares; 2025Q4: 4,869,460 shares 4,869,460 $322M 0.44% +1,415,031 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: 3,346,232 shares; 2024Q4: 3,747,285 shares; 2025Q1: 3,358,331 shares; 2025Q2: 3,786,283 shares; 2025Q3: 2,798,384 shares; 2025Q4: 4,182,255 shares 4,182,255 $310M 0.42% +1,383,871 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,682 shares; 2024Q4: 951,395 shares; 2025Q1: 958,488 shares; 2025Q2: 759,313 shares; 2025Q3: 894,206 shares; 2025Q4: 1,024,858 shares 1,024,858 $310M 0.42% +130,652 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: 509,121 shares; 2024Q4: 511,253 shares; 2025Q1: 633,477 shares; 2025Q2: 697,524 shares; 2025Q3: 628,964 shares; 2025Q4: 725,801 shares 725,801 $310M 0.42% +96,837 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387,268 shares; 2024Q4: 1,418,470 shares; 2025Q1: 1,391,640 shares; 2025Q2: 1,510,712 shares; 2025Q3: 3,031,163 shares; 2025Q4: 3,334,554 shares 3,334,554 $298M 0.4% +303,391 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: 377,932 shares; 2024Q4: 382,146 shares; 2025Q1: 347,525 shares; 2025Q2: 415,436 shares; 2025Q3: 358,315 shares; 2025Q4: 632,157 shares 632,157 $294M 0.4% +273,842 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: 1,083,267 shares; 2024Q4: 1,051,958 shares; 2025Q1: 939,343 shares; 2025Q2: 814,115 shares; 2025Q3: 557,662 shares; 2025Q4: 786,836 shares 786,836 $291M 0.4% +229,174 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: 727,391 shares; 2024Q4: 1,501,048 shares; 2025Q1: 1,520,314 shares; 2025Q2: 1,521,305 shares; 2025Q3: 1,208,797 shares; 2025Q4: 1,475,522 shares 1,475,522 $273M 0.37% +266,725 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: 180,788 shares; 2024Q4: 253,065 shares; 2025Q1: 240,765 shares; 2025Q2: 264,052 shares; 2025Q3: 238,636 shares; 2025Q4: 2,881,733 shares 2,881,733 $270M 0.37% +2,643,097 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: 1,078,189 shares; 2024Q4: 1,044,236 shares; 2025Q1: 937,372 shares; 2025Q2: 906,676 shares; 2025Q3: 844,647 shares; 2025Q4: 879,793 shares 879,793 $269M 0.37% +35,146 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: 1,071,848 shares; 2024Q4: 953,017 shares; 2025Q1: 1,063,874 shares; 2025Q2: 1,098,551 shares; 2025Q3: 1,733,501 shares; 2025Q4: 2,227,407 shares 2,227,407 $268M 0.36% +493,906 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: 2,374,442 shares; 2024Q4: 2,275,267 shares; 2025Q1: 1,949,077 shares; 2025Q2: 2,152,694 shares; 2025Q3: 2,072,687 shares; 2025Q4: 2,108,182 shares 2,108,182 $264M 0.36% +35,495 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: 1,904,824 shares; 2024Q4: 1,281,002 shares; 2025Q1: 1,257,838 shares; 2025Q2: 1,255,179 shares; 2025Q3: 1,288,216 shares; 2025Q4: 1,505,907 shares 1,505,907 $263M 0.36% +217,691 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: 4,087,688 shares; 2024Q4: 3,814,756 shares; 2025Q1: 3,303,456 shares; 2025Q2: 2,963,399 shares; 2025Q3: 857,479 shares; 2025Q4: 3,270,993 shares 3,270,993 $258M 0.35% +2,413,514 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: 3,698,868 shares; 2024Q4: 3,115,764 shares; 2025Q1: 2,660,860 shares; 2025Q2: 4,937,948 shares; 2025Q3: 2,427,066 shares; 2025Q4: 2,433,240 shares 2,433,240 $256M 0.35% +6,174 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: 2,390,648 shares; 2024Q4: 2,404,451 shares; 2025Q1: 2,453,178 shares; 2025Q2: 3,040,749 shares; 2025Q3: 2,805,672 shares; 2025Q4: 3,031,142 shares 3,031,142 $255M 0.35% +225,470 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: 702,832 shares; 2024Q4: 839,566 shares; 2025Q1: 791,386 shares; 2025Q2: 794,420 shares; 2025Q3: 895,207 shares; 2025Q4: 969,709 shares 969,709 $255M 0.35% +74,502 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: 215,989 shares; 2024Q4: 216,898 shares; 2025Q1: 218,648 shares; 2025Q2: 222,488 shares; 2025Q3: 230,084 shares; 2025Q4: 226,105 shares 226,105 $242M 0.33% -3,979 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: 3,430,117 shares; 2024Q4: 3,975,533 shares; 2025Q1: 5,045,929 shares; 2025Q2: 5,799,898 shares; 2025Q3: 5,143,179 shares; 2025Q4: 7,298,072 shares 7,298,072 $240M 0.33% +2,154,893 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: 2,656,769 shares; 2024Q4: 3,007,651 shares; 2025Q1: 3,624,813 shares; 2025Q2: 3,914,126 shares; 2025Q3: 3,028,978 shares; 2025Q4: 4,782,415 shares 4,782,415 $239M 0.32% +1,753,437 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: 2,502,121 shares; 2024Q4: 2,274,792 shares; 2025Q1: 2,067,758 shares; 2025Q2: 2,057,598 shares; 2025Q3: 1,912,800 shares; 2025Q4: 2,128,972 shares 2,128,972 $237M 0.32% +216,172 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: 263,186 shares; 2024Q4: 296,113 shares; 2025Q1: 326,017 shares; 2025Q2: 331,577 shares; 2025Q3: 302,657 shares; 2025Q4: 1,537,081 shares 1,537,081 $236M 0.32% +1,234,424 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: 1,236,503 shares; 2024Q4: 1,052,024 shares; 2025Q1: 1,144,196 shares; 2025Q2: 1,099,404 shares; 2025Q3: 954,296 shares; 2025Q4: 1,208,733 shares 1,208,733 $236M 0.32% +254,437 Timeline DFEM 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: 5,764,376 shares; 2024Q4: 5,923,838 shares; 2025Q1: 6,487,627 shares; 2025Q2: 6,584,192 shares; 2025Q3: 5,746,678 shares; 2025Q4: 7,066,365 shares 7,066,365 $234M 0.32% +1,319,687 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: 1,074,851 shares; 2024Q4: 1,054,082 shares; 2025Q1: 1,054,097 shares; 2025Q2: 1,027,722 shares; 2025Q3: 759,589 shares; 2025Q4: 858,372 shares 858,372 $230M 0.31% +98,783 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: 1,310,572 shares; 2024Q4: 1,320,681 shares; 2025Q1: 1,240,447 shares; 2025Q2: 1,023,175 shares; 2025Q3: 1,005,718 shares; 2025Q4: 999,144 shares 999,144 $229M 0.31% -6,574 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302,253 shares; 2024Q4: 3,328,164 shares; 2025Q1: 3,151,361 shares; 2025Q2: 3,231,757 shares; 2025Q3: 3,492,187 shares; 2025Q4: 4,891,403 shares 4,891,403 $225M 0.31% +1,399,216 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: 1,893,556 shares; 2024Q4: 1,863,883 shares; 2025Q1: 3,828,338 shares; 2025Q2: 5,768,279 shares; 2025Q3: 2,136,017 shares; 2025Q4: 2,331,116 shares 2,331,116 $224M 0.3% +195,099 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: 666,041 shares; 2024Q4: 683,553 shares; 2025Q1: 752,698 shares; 2025Q2: 815,925 shares; 2025Q3: 716,736 shares; 2025Q4: 891,619 shares 891,619 $223M 0.3% +174,883 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: 228,749 shares; 2024Q4: 234,948 shares; 2025Q1: 289,412 shares; 2025Q2: 543,201 shares; 2025Q3: 575,660 shares; 2025Q4: 720,092 shares 720,092 $222M 0.3% +144,432 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: 206,214 shares; 2024Q4: 207,866 shares; 2025Q1: 235,419 shares; 2025Q2: 232,658 shares; 2025Q3: 233,237 shares; 2025Q4: 249,267 shares 249,267 $219M 0.3% +16,030 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: 411,508 shares; 2024Q4: 391,217 shares; 2025Q1: 550,527 shares; 2025Q2: 610,314 shares; 2025Q3: 1,078,542 shares; 2025Q4: 1,144,006 shares 1,144,006 $219M 0.3% +65,464 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: 1,316,931 shares; 2024Q4: 1,286,452 shares; 2025Q1: 1,291,927 shares; 2025Q2: 1,274,258 shares; 2025Q3: 1,224,917 shares; 2025Q4: 1,238,377 shares 1,238,377 $215M 0.29% +13,460 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: 195,604 shares; 2024Q4: 187,517 shares; 2025Q1: 179,905 shares; 2025Q2: 303,671 shares; 2025Q3: 321,783 shares; 2025Q4: 378,838 shares 378,838 $215M 0.29% +57,055 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: 4,317,298 shares; 2024Q4: 4,772,108 shares; 2025Q1: 5,366,692 shares; 2025Q2: 5,618,856 shares; 2025Q3: 5,157,457 shares; 2025Q4: 6,263,508 shares 6,263,508 $214M 0.29% +1,106,051 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: 1,818,691 shares; 2024Q4: 1,802,016 shares; 2025Q1: 2,297,530 shares; 2025Q2: 2,809,800 shares; 2025Q3: 3,016,442 shares; 2025Q4: 3,542,479 shares 3,542,479 $212M 0.29% +526,037 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: 2,050,849 shares; 2025Q1: 1,844,460 shares; 2025Q2: 1,823,595 shares; 2025Q3: 1,549,888 shares; 2025Q4: 1,238,030 shares 1,238,030 $212M 0.29% -311,858 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,669 shares; 2024Q4: 24,881 shares; 2025Q1: 5,618,657 shares; 2025Q2: 5,855,514 shares; 2025Q3: 5,384,757 shares; 2025Q4: 4,330,904 shares 4,330,904 $208M 0.28% -1,053,853 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: 521,790 shares; 2024Q4: 534,438 shares; 2025Q1: 517,723 shares; 2025Q2: 533,382 shares; 2025Q3: 588,261 shares; 2025Q4: 524,469 shares 524,469 $208M 0.28% -63,792 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: 4,133,811 shares; 2024Q4: 3,806,985 shares; 2025Q1: 3,946,116 shares; 2025Q2: 3,691,003 shares; 2025Q3: 1,776,052 shares; 2025Q4: 4,111,685 shares 4,111,685 $207M 0.28% +2,335,633 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: 733,096 shares; 2024Q4: 831,604 shares; 2025Q1: 821,822 shares; 2025Q2: 832,463 shares; 2025Q3: 859,833 shares; 2025Q4: 905,569 shares 905,569 $206M 0.28% +45,736 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709,819 shares; 2024Q4: 2,715,110 shares; 2025Q1: 2,482,777 shares; 2025Q2: 2,433,895 shares; 2025Q3: 1,765,853 shares; 2025Q4: 2,950,766 shares 2,950,766 $206M 0.28% +1,184,913 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: 2,652,913 shares; 2024Q4: 2,633,083 shares; 2025Q1: 2,400,242 shares; 2025Q2: 2,405,265 shares; 2025Q3: 2,269,845 shares; 2025Q4: 2,492,958 shares 2,492,958 $192M 0.26% +223,113 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: 580,858 shares; 2024Q4: 592,803 shares; 2025Q1: 479,390 shares; 2025Q2: 496,792 shares; 2025Q3: 561,233 shares; 2025Q4: 1,333,170 shares 1,333,170 $192M 0.26% +771,937 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: 1,785,070 shares; 2024Q4: 4,921,973 shares; 2025Q1: 4,743,027 shares; 2025Q2: 6,051,561 shares; 2025Q3: 5,485,242 shares; 2025Q4: 7,064,100 shares 7,064,100 $190M 0.26% +1,578,858 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: 610,002 shares; 2024Q4: 603,060 shares; 2025Q1: 581,090 shares; 2025Q2: 584,706 shares; 2025Q3: 404,518 shares; 2025Q4: 590,999 shares 590,999 $184M 0.25% +186,481 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: 5,366,542 shares; 2024Q4: 5,301,189 shares; 2025Q1: 5,203,162 shares; 2025Q2: 4,796,300 shares; 2025Q3: 1,946,012 shares; 2025Q4: 4,517,743 shares 4,517,743 $179M 0.24% +2,571,731 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: 9,105 shares; 2024Q4: 8,797 shares; 2025Q1: 212 shares; 2025Q2: 235 shares; 2025Q3: 229 shares; 2025Q4: 236 shares 236 $178M 0.24% +7 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: 566,187 shares; 2024Q4: 564,100 shares; 2025Q1: 530,861 shares; 2025Q2: 519,384 shares; 2025Q3: 349,099 shares; 2025Q4: 537,630 shares 537,630 $176M 0.24% +188,531 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,068 shares; 2024Q4: 688,596 shares; 2025Q1: 669,053 shares; 2025Q2: 659,136 shares; 2025Q3: 483,208 shares; 2025Q4: 606,717 shares 606,717 $174M 0.24% +123,509 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: 2,212,015 shares; 2024Q4: 2,111,567 shares; 2025Q1: 2,020,646 shares; 2025Q2: 1,957,872 shares; 2025Q3: 1,913,093 shares; 2025Q4: 2,078,514 shares 2,078,514 $174M 0.24% +165,421 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: 2,252,984 shares; 2024Q4: 2,318,684 shares; 2025Q1: 2,126,745 shares; 2025Q2: 2,121,345 shares; 2025Q3: 841,457 shares; 2025Q4: 2,157,749 shares 2,157,749 $172M 0.23% +1,316,292 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: 489,907 shares; 2024Q4: 486,496 shares; 2025Q1: 1,591,418 shares; 2025Q2: 785,692 shares; 2025Q3: 822,701 shares; 2025Q4: 814,429 shares 814,429 $171M 0.23% -8,272 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: 2,703,129 shares; 2024Q4: 2,703,761 shares; 2025Q1: 2,608,904 shares; 2025Q2: 12,318,931 shares; 2025Q3: 675,100 shares; 2025Q4: 2,232,390 shares 2,232,390 $168M 0.23% +1,557,290 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: 2,503,111 shares; 2024Q4: 2,414,815 shares; 2025Q1: 1,985,683 shares; 2025Q2: 1,930,705 shares; 2025Q3: 2,085,582 shares; 2025Q4: 2,050,289 shares 2,050,289 $165M 0.22% -35,293 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: 327,494 shares; 2024Q4: 324,365 shares; 2025Q1: 327,759 shares; 2025Q2: 327,405 shares; 2025Q3: 323,267 shares; 2025Q4: 320,177 shares 320,177 $163M 0.22% -3,090 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: 1,854,340 shares; 2024Q4: 1,857,846 shares; 2025Q1: 1,721,884 shares; 2025Q2: 1,733,000 shares; 2025Q3: 1,585,244 shares; 2025Q4: 1,739,180 shares 1,739,180 $162M 0.22% +153,936 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: 2,772,135 shares; 2024Q4: 2,762,162 shares; 2025Q1: 2,850,436 shares; 2025Q2: 2,270,663 shares; 2025Q3: 882,879 shares; 2025Q4: 2,724,033 shares 2,724,033 $162M 0.22% +1,841,154 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: 422,455 shares; 2024Q4: 358,363 shares; 2025Q1: 392,382 shares; 2025Q2: 395,148 shares; 2025Q3: 345,286 shares; 2025Q4: 544,412 shares 544,412 $158M 0.21% +199,126 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587,793 shares; 2024Q4: 1,916,425 shares; 2025Q1: 2,564,688 shares; 2025Q2: 3,390,122 shares; 2025Q3: 3,633,241 shares; 2025Q4: 5,004,398 shares 5,004,398 $156M 0.21% +1,371,157 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: 1,308,119 shares; 2024Q4: 632,823 shares; 2025Q1: 659,892 shares; 2025Q2: 635,288 shares; 2025Q3: 613,117 shares; 2025Q4: 615,758 shares 615,758 $153M 0.21% +2,641 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: 1,053,580 shares; 2024Q4: 1,046,664 shares; 2025Q1: 1,020,362 shares; 2025Q2: 856,665 shares; 2025Q3: 833,829 shares; 2025Q4: 783,506 shares 783,506 $153M 0.21% -50,323 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380,851 shares; 2024Q4: 2,282,014 shares; 2025Q1: 1,378,338 shares; 2025Q2: 1,331,923 shares; 2025Q3: 1,322,782 shares; 2025Q4: 1,395,376 shares 1,395,376 $153M 0.21% +72,594 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: 801,089 shares; 2024Q4: 932,700 shares; 2025Q1: 1,982,826 shares; 2025Q2: 927,151 shares; 2025Q3: 1,079,490 shares; 2025Q4: 1,527,634 shares 1,527,634 $153M 0.21% +448,144 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: 455,111 shares; 2024Q4: 407,682 shares; 2025Q1: 387,988 shares; 2025Q2: 387,858 shares; 2025Q3: 412,649 shares; 2025Q4: 512,339 shares 512,339 $152M 0.21% +99,690 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: 296,601 shares; 2024Q4: 295,742 shares; 2025Q1: 312,499 shares; 2025Q2: 370,755 shares; 2025Q3: 344,563 shares; 2025Q4: 383,000 shares 383,000 $149M 0.2% +38,437 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: 409,468 shares; 2024Q4: 390,843 shares; 2025Q1: 460,609 shares; 2025Q2: 477,608 shares; 2025Q3: 449,156 shares; 2025Q4: 569,069 shares 569,069 $147M 0.2% +119,913 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: 10,655 shares; 2024Q4: 31,850 shares; 2025Q1: 26,141 shares; 2025Q2: 25,339 shares; 2025Q3: 23,967 shares; 2025Q4: 27,345 shares 27,345 $146M 0.2% +3,378 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: 1,762,508 shares; 2024Q4: 1,678,029 shares; 2025Q1: 1,525,391 shares; 2025Q2: 1,323,043 shares; 2025Q3: 1,229,565 shares; 2025Q4: 1,286,250 shares 1,286,250 $146M 0.2% +56,685 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: 374,374 shares; 2024Q4: 336,347 shares; 2025Q1: 989,544 shares; 2025Q2: 1,851,003 shares; 2025Q3: 548,438 shares; 2025Q4: 591,174 shares 591,174 $146M 0.2% +42,736 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: 150,865 shares; 2024Q4: 152,041 shares; 2025Q1: 146,103 shares; 2025Q2: 146,321 shares; 2025Q3: 147,720 shares; 2025Q4: 165,367 shares 165,367 $145M 0.2% +17,647 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: 255,721 shares; 2024Q4: 254,481 shares; 2025Q1: 244,478 shares; 2025Q2: 239,454 shares; 2025Q3: 235,580 shares; 2025Q4: 240,736 shares 240,736 $145M 0.2% +5,156 Timeline ACIO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,216,860 shares; 2025Q4: 3,193,770 shares 3,193,770 $140M 0.19% -23,090 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,414 shares; 2024Q4: 438,310 shares; 2025Q1: 437,233 shares; 2025Q2: 432,273 shares; 2025Q3: 421,797 shares; 2025Q4: 421,047 shares 421,047 $135M 0.18% -750 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: 3,355,015 shares; 2024Q4: 2,109,020 shares; 2025Q1: 4,006,506 shares; 2025Q2: 1,759,969 shares; 2025Q3: 1,874,586 shares; 2025Q4: 2,001,397 shares 2,001,397 $135M 0.18% +126,811 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: 182,496 shares; 2024Q4: 180,111 shares; 2025Q1: 159,587 shares; 2025Q2: 160,091 shares; 2025Q3: 180,861 shares; 2025Q4: 421,292 shares 421,292 $134M 0.18% +240,431 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: 781,333 shares; 2024Q4: 674,046 shares; 2025Q1: 643,600 shares; 2025Q2: 642,370 shares; 2025Q3: 647,608 shares; 2025Q4: 664,974 shares 664,974 $132M 0.18% +17,366 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: 2,376,041 shares; 2024Q4: 2,402,996 shares; 2025Q1: 2,184,858 shares; 2025Q2: 2,157,560 shares; 2025Q3: 2,162,611 shares; 2025Q4: 2,384,944 shares 2,384,944 $131M 0.18% +222,333 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: 178,076 shares; 2024Q4: 296,401 shares; 2025Q1: 1,116,849 shares; 2025Q2: 1,475,190 shares; 2025Q3: 298,294 shares; 2025Q4: 2,233,994 shares 2,233,994 $131M 0.18% +1,935,700 Timeline AVUS 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: 900,665 shares; 2024Q4: 951,644 shares; 2025Q1: 1,040,407 shares; 2025Q2: 1,039,992 shares; 2025Q3: 891,527 shares; 2025Q4: 1,135,183 shares 1,135,183 $127M 0.17% +243,656 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: 371,160 shares; 2024Q4: 282,254 shares; 2025Q1: 601,161 shares; 2025Q2: 1,331,204 shares; 2025Q3: 1,269,687 shares; 2025Q4: 1,550,547 shares 1,550,547 $127M 0.17% +280,860 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,070 shares; 2024Q4: 1,584,822 shares; 2025Q1: 1,928,749 shares; 2025Q2: 1,725,750 shares; 2025Q3: 712,187 shares; 2025Q4: 1,706,230 shares 1,706,230 $127M 0.17% +994,043 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: 4,206,593 shares; 2024Q4: 4,195,265 shares; 2025Q1: 3,806,810 shares; 2025Q2: 3,517,346 shares; 2025Q3: 911,842 shares; 2025Q4: 3,321,149 shares 3,321,149 $126M 0.17% +2,409,307 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: 958,556 shares; 2024Q4: 963,780 shares; 2025Q1: 977,139 shares; 2025Q2: 976,879 shares; 2025Q3: 944,818 shares; 2025Q4: 935,186 shares 935,186 $124M 0.17% -9,632 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: 115,644 shares; 2025Q1: 110,198 shares; 2025Q2: 106,917 shares; 2025Q3: 103,782 shares; 2025Q4: 115,862 shares 115,862 $124M 0.17% +12,080 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: 353,280 shares; 2024Q4: 285,464 shares; 2025Q1: 282,195 shares; 2025Q2: 255,015 shares; 2025Q3: 1,026,365 shares; 2025Q4: 1,012,262 shares 1,012,262 $123M 0.17% -14,103 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: 667,502 shares; 2024Q4: 608,529 shares; 2025Q1: 550,523 shares; 2025Q2: 498,105 shares; 2025Q3: 444,569 shares; 2025Q4: 524,541 shares 524,541 $121M 0.17% +79,972 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: 83,462 shares; 2024Q4: 82,964 shares; 2025Q1: 77,751 shares; 2025Q2: 648,927 shares; 2025Q3: 491,778 shares; 2025Q4: 499,783 shares 499,783 $121M 0.16% +8,005 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: 853,209 shares; 2024Q4: 965,791 shares; 2025Q1: 1,120,128 shares; 2025Q2: 1,053,453 shares; 2025Q3: 630,982 shares; 2025Q4: 1,277,169 shares 1,277,169 $120M 0.16% +646,187 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561,750 shares; 2024Q4: 1,510,553 shares; 2025Q1: 1,394,933 shares; 2025Q2: 1,469,579 shares; 2025Q3: 1,080,840 shares; 2025Q4: 1,627,002 shares 1,627,002 $118M 0.16% +546,162 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: 82,703 shares; 2024Q4: 107,628 shares; 2025Q1: 163,776 shares; 2025Q2: 186,357 shares; 2025Q3: 196,263 shares; 2025Q4: 212,920 shares 212,920 $118M 0.16% +16,657 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: 482,696 shares; 2024Q4: 458,380 shares; 2025Q1: 453,834 shares; 2025Q2: 494,781 shares; 2025Q3: 497,575 shares; 2025Q4: 547,361 shares 547,361 $117M 0.16% +49,786 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: 484,358 shares; 2024Q4: 487,013 shares; 2025Q1: 477,710 shares; 2025Q2: 451,280 shares; 2025Q3: 418,445 shares; 2025Q4: 440,833 shares 440,833 $117M 0.16% +22,388 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: 937,689 shares; 2024Q4: 940,708 shares; 2025Q1: 875,313 shares; 2025Q2: 852,716 shares; 2025Q3: 630,167 shares; 2025Q4: 596,687 shares 596,687 $117M 0.16% -33,480 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: 595,597 shares; 2024Q4: 966,530 shares; 2025Q1: 769,666 shares; 2025Q2: 451,252 shares; 2025Q3: 428,575 shares; 2025Q4: 425,518 shares 425,518 $115M 0.16% -3,057 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,515 shares; 2024Q4: 34,158 shares; 2025Q1: 33,889 shares; 2025Q2: 35,514 shares; 2025Q3: 1,534,236 shares; 2025Q4: 1,657,788 shares 1,657,788 $115M 0.16% +123,552 Timeline DUHP 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: 2,165,817 shares; 2024Q4: 2,752,703 shares; 2025Q1: 2,875,025 shares; 2025Q2: 2,899,446 shares; 2025Q3: 1,737,235 shares; 2025Q4: 2,977,975 shares 2,977,975 $113M 0.15% +1,240,740 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: 503,777 shares; 2024Q4: 432,785 shares; 2025Q1: 426,699 shares; 2025Q2: 477,052 shares; 2025Q3: 767,573 shares; 2025Q4: 781,591 shares 781,591 $111M 0.15% +14,018 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: 388,412 shares; 2024Q4: 378,513 shares; 2025Q1: 358,734 shares; 2025Q2: 354,162 shares; 2025Q3: 368,140 shares; 2025Q4: 360,399 shares 360,399 $110M 0.15% -7,741 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: 508,810 shares; 2024Q4: 502,000 shares; 2025Q1: 457,608 shares; 2025Q2: 448,060 shares; 2025Q3: 399,457 shares; 2025Q4: 422,378 shares 422,378 $109M 0.15% +22,921 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: 193,664 shares; 2024Q4: 187,725 shares; 2025Q1: 180,718 shares; 2025Q2: 171,941 shares; 2025Q3: 167,847 shares; 2025Q4: 131,376 shares 131,376 $108M 0.15% -36,471 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: 1,221,054 shares; 2024Q4: 1,150,702 shares; 2025Q1: 1,116,984 shares; 2025Q2: 476,973 shares; 2025Q3: 411,751 shares; 2025Q4: 321,820 shares 321,820 $106M 0.14% -89,931 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: 714,239 shares; 2024Q4: 672,250 shares; 2025Q1: 642,016 shares; 2025Q2: 612,431 shares; 2025Q3: 483,567 shares; 2025Q4: 619,782 shares 619,782 $106M 0.14% +136,215 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: 61,495 shares; 2024Q4: 61,437 shares; 2025Q1: 60,507 shares; 2025Q2: 827,555 shares; 2025Q3: 1,076,732 shares; 2025Q4: 1,149,906 shares 1,149,906 $105M 0.14% +73,174 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: 278,940 shares; 2024Q4: 255,849 shares; 2025Q1: 238,094 shares; 2025Q2: 212,509 shares; 2025Q3: 687,917 shares; 2025Q4: 730,203 shares 730,203 $105M 0.14% +42,286 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,476 shares; 2024Q4: 437,171 shares; 2025Q1: 408,695 shares; 2025Q2: 430,647 shares; 2025Q3: 455,784 shares; 2025Q4: 466,796 shares 466,796 $105M 0.14% +11,012 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175,879 shares; 2024Q4: 1,159,021 shares; 2025Q1: 1,058,148 shares; 2025Q2: 897,026 shares; 2025Q3: 831,235 shares; 2025Q4: 628,120 shares 628,120 $102M 0.14% -203,115 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: 699,383 shares; 2024Q4: 671,287 shares; 2025Q1: 648,813 shares; 2025Q2: 645,339 shares; 2025Q3: 636,749 shares; 2025Q4: 579,524 shares 579,524 $102M 0.14% -57,225 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: 987,094 shares; 2024Q4: 1,139,659 shares; 2025Q1: 1,125,764 shares; 2025Q2: 1,110,314 shares; 2025Q3: 1,015,189 shares; 2025Q4: 1,113,400 shares 1,113,400 $100M 0.14% +98,211 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: 268,280 shares; 2024Q4: 263,212 shares; 2025Q1: 238,844 shares; 2025Q2: 244,591 shares; 2025Q3: 239,987 shares; 2025Q4: 224,383 shares 224,383 $99.8M 0.14% -15,604 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: 872,706 shares; 2024Q4: 826,379 shares; 2025Q1: 833,865 shares; 2025Q2: 855,631 shares; 2025Q3: 597,280 shares; 2025Q4: 613,491 shares 613,491 $99.5M 0.14% +16,211 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,919 shares; 2024Q4: 356,252 shares; 2025Q1: 347,261 shares; 2025Q2: 344,221 shares; 2025Q3: 30,551 shares; 2025Q4: 341,874 shares 341,874 $98.8M 0.13% +311,323 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: 675,238 shares; 2024Q4: 640,716 shares; 2025Q1: 563,266 shares; 2025Q2: 604,423 shares; 2025Q3: 648,048 shares; 2025Q4: 691,286 shares 691,286 $97.5M 0.13% +43,238 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: 16,964 shares; 2024Q4: 19,556 shares; 2025Q1: 13,205 shares; 2025Q2: 19,030 shares; 2025Q3: 130,308 shares; 2025Q4: 144,579 shares 144,579 $97.4M 0.13% +14,271 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: 134,636 shares; 2024Q4: 125,562 shares; 2025Q1: 125,744 shares; 2025Q2: 131,779 shares; 2025Q3: 135,289 shares; 2025Q4: 144,983 shares 144,983 $96.1M 0.13% +9,694 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: 1,769,067 shares; 2024Q4: 1,649,981 shares; 2025Q1: 1,386,753 shares; 2025Q2: 1,303,983 shares; 2025Q3: 1,043,927 shares; 2025Q4: 760,732 shares 760,732 $95.8M 0.13% -283,195 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: 283,472 shares; 2024Q4: 272,620 shares; 2025Q1: 209,714 shares; 2025Q2: 202,874 shares; 2025Q3: 184,741 shares; 2025Q4: 194,326 shares 194,326 $94.1M 0.13% +9,585 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,622 shares; 2024Q4: 167,313 shares; 2025Q1: 103,755 shares; 2025Q2: 90,492 shares; 2025Q3: 240,075 shares; 2025Q4: 299,886 shares 299,886 $93.9M 0.13% +59,811 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: 1,486,911 shares; 2024Q4: 1,342,497 shares; 2025Q1: 920,034 shares; 2025Q2: 755,193 shares; 2025Q3: 825,616 shares; 2025Q4: 879,513 shares 879,513 $93.8M 0.13% +53,897 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: 986,322 shares; 2024Q4: 935,425 shares; 2025Q1: 896,984 shares; 2025Q2: 767,416 shares; 2025Q3: 764,624 shares; 2025Q4: 724,532 shares 724,532 $93.5M 0.13% -40,092 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: 390,193 shares; 2024Q4: 389,395 shares; 2025Q1: 363,160 shares; 2025Q2: 358,838 shares; 2025Q3: 329,209 shares; 2025Q4: 358,395 shares 358,395 $92.2M 0.13% +29,186 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 43,455 shares; 2025Q1: 70,339 shares; 2025Q2: 68,729 shares; 2025Q3: 67,818 shares; 2025Q4: 69,286 shares 69,286 $92.1M 0.13% +1,468 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: 356,271 shares; 2024Q4: 385,600 shares; 2025Q1: 540,854 shares; 2025Q2: 592,072 shares; 2025Q3: 629,686 shares; 2025Q4: 676,785 shares 676,785 $91.8M 0.12% +47,099 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: 448,102 shares; 2024Q4: 927,590 shares; 2025Q1: 860,705 shares; 2025Q2: 823,580 shares; 2025Q3: 787,242 shares; 2025Q4: 811,295 shares 811,295 $91M 0.12% +24,053 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: 770,767 shares; 2024Q4: 687,472 shares; 2025Q1: 671,019 shares; 2025Q2: 816,850 shares; 2025Q3: 788,848 shares; 2025Q4: 848,000 shares 848,000 $90.8M 0.12% +59,152 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: 80,878 shares; 2024Q4: 71,658 shares; 2025Q1: 66,958 shares; 2025Q2: 70,378 shares; 2025Q3: 84,216 shares; 2025Q4: 116,863 shares 116,863 $88.1M 0.12% +32,647 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: 154,186 shares; 2024Q4: 136,535 shares; 2025Q1: 130,518 shares; 2025Q2: 188,751 shares; 2025Q3: 352,449 shares; 2025Q4: 431,688 shares 431,688 $87.7M 0.12% +79,239 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: 570,392 shares; 2024Q4: 495,368 shares; 2025Q1: 484,909 shares; 2025Q2: 490,590 shares; 2025Q3: 520,398 shares; 2025Q4: 541,896 shares 541,896 $87M 0.12% +21,498 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: 1,407,131 shares; 2024Q4: 1,436,308 shares; 2025Q1: 1,100,059 shares; 2025Q2: 2,407,544 shares; 2025Q3: 2,740,097 shares; 2025Q4: 2,711,645 shares 2,711,645 $86.9M 0.12% -28,452 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,986 shares; 2024Q4: 779,759 shares; 2025Q1: 1,017,381 shares; 2025Q2: 933,824 shares; 2025Q3: 878,694 shares; 2025Q4: 862,645 shares 862,645 $86.2M 0.12% -16,049 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: 4,015,042 shares; 2024Q4: 3,819,264 shares; 2025Q1: 3,589,812 shares; 2025Q2: 3,343,785 shares; 2025Q3: 3,156,286 shares; 2025Q4: 2,601,517 shares 2,601,517 $85.7M 0.12% -554,769 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,415 shares; 2024Q4: 246,035 shares; 2025Q1: 255,410 shares; 2025Q2: 217,593 shares; 2025Q3: 222,651 shares; 2025Q4: 224,117 shares 224,117 $85.6M 0.12% +1,466 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316,464 shares; 2024Q4: 2,280,769 shares; 2025Q1: 2,343,221 shares; 2025Q2: 2,397,835 shares; 2025Q3: 2,339,043 shares; 2025Q4: 2,286,361 shares 2,286,361 $85M 0.12% -52,682 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: 371,144 shares; 2024Q4: 345,118 shares; 2025Q1: 314,687 shares; 2025Q2: 296,661 shares; 2025Q3: 227,043 shares; 2025Q4: 242,413 shares 242,413 $85M 0.12% +15,370 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: 147,363 shares; 2024Q4: 139,324 shares; 2025Q1: 397,180 shares; 2025Q2: 232,004 shares; 2025Q3: 205,677 shares; 2025Q4: 261,477 shares 261,477 $84.5M 0.11% +55,800 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,210 shares; 2025Q3: 1,216,742 shares; 2025Q4: 1,176,963 shares 1,176,963 $81.8M 0.11% -39,779 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: 2,301,556 shares; 2024Q4: 2,061,668 shares; 2025Q1: 2,292,752 shares; 2025Q2: 4,312,887 shares; 2025Q3: 2,087,263 shares; 2025Q4: 1,500,352 shares 1,500,352 $81.3M 0.11% -586,911 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: 12,168 shares; 2024Q4: 5,522 shares; 2025Q1: 416,323 shares; 2025Q2: 431,767 shares; 2025Q3: 421,654 shares; 2025Q4: 417,284 shares 417,284 $81.1M 0.11% -4,370 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: 434,842 shares; 2024Q4: 293,044 shares; 2025Q1: 295,839 shares; 2025Q2: 485,961 shares; 2025Q3: 239,441 shares; 2025Q4: 282,086 shares 282,086 $80.5M 0.11% +42,645 Timeline IUSV 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: 813,134 shares; 2024Q4: 314,115 shares; 2025Q1: 802,848 shares; 2025Q2: 455,418 shares; 2025Q3: 446,435 shares; 2025Q4: 783,408 shares 783,408 $80.3M 0.11% +336,973 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: 341,464 shares; 2024Q4: 300,189 shares; 2025Q1: 316,646 shares; 2025Q2: 340,251 shares; 2025Q3: 340,237 shares; 2025Q4: 447,339 shares 447,339 $79.5M 0.11% +107,102 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: 890,673 shares; 2024Q4: 881,460 shares; 2025Q1: 903,142 shares; 2025Q2: 1,044,887 shares; 2025Q3: 757,229 shares; 2025Q4: 1,030,928 shares 1,030,928 $79.4M 0.11% +273,699 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,171 shares; 2024Q4: 33,231 shares; 2025Q1: 18,902 shares; 2025Q2: 45,638 shares; 2025Q3: 3,232,753 shares; 2025Q4: 2,998,446 shares 2,998,446 $78.9M 0.11% -234,307 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: 306,354 shares; 2024Q4: 125,450 shares; 2025Q1: 120,504 shares; 2025Q2: 117,474 shares; 2025Q3: 116,177 shares; 2025Q4: 114,625 shares 114,625 $77.6M 0.11% -1,552 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: 635,680 shares; 2024Q4: 837,432 shares; 2025Q1: 807,304 shares; 2025Q2: 754,224 shares; 2025Q3: 708,344 shares; 2025Q4: 768,717 shares 768,717 $76.8M 0.1% +60,373 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599,578 shares; 2024Q4: 1,372,540 shares; 2025Q1: 1,258,673 shares; 2025Q2: 1,201,929 shares; 2025Q3: 1,143,339 shares; 2025Q4: 883,726 shares 883,726 $76.6M 0.1% -259,613 Timeline VOOV 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: 419,139 shares; 2024Q4: 415,514 shares; 2025Q1: 403,154 shares; 2025Q2: 398,536 shares; 2025Q3: 384,109 shares; 2025Q4: 369,865 shares 369,865 $75.8M 0.1% -14,244 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: 433,927 shares; 2024Q4: 370,642 shares; 2025Q1: 352,232 shares; 2025Q2: 292,732 shares; 2025Q3: 269,980 shares; 2025Q4: 312,238 shares 312,238 $75.4M 0.1% +42,258 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: 176,761 shares; 2024Q4: 140,913 shares; 2025Q1: 220,963 shares; 2025Q2: 198,986 shares; 2025Q3: 322,615 shares; 2025Q4: 351,343 shares 351,343 $74.4M 0.1% +28,728 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: 631,640 shares; 2024Q4: 632,803 shares; 2025Q1: 597,052 shares; 2025Q2: 596,101 shares; 2025Q3: 571,705 shares; 2025Q4: 601,849 shares 601,849 $73.9M 0.1% +30,144 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,176 shares; 2024Q4: 557,961 shares; 2025Q1: 763,443 shares; 2025Q2: 1,024,529 shares; 2025Q3: 1,213,223 shares; 2025Q4: 1,303,208 shares 1,303,208 $72.7M 0.1% +89,985 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164,834 shares; 2024Q4: 1,174,640 shares; 2025Q1: 1,101,060 shares; 2025Q2: 1,088,531 shares; 2025Q3: 1,366,789 shares; 2025Q4: 1,387,375 shares 1,387,375 $72.3M 0.1% +20,586 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: 385,663 shares; 2024Q4: 340,016 shares; 2025Q1: 502,818 shares; 2025Q2: 491,067 shares; 2025Q3: 659,046 shares; 2025Q4: 1,621,611 shares 1,621,611 $72M 0.1% +962,565 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393,854 shares; 2024Q4: 4,859,368 shares; 2025Q1: 4,200,534 shares; 2025Q2: 1,530,063 shares; 2025Q3: 6,087,053 shares; 2025Q4: 5,217,576 shares 5,217,576 $70.8M 0.1% -869,477 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122,621 shares; 2024Q4: 2,637,707 shares; 2025Q1: 2,234,363 shares; 2025Q2: 2,054,574 shares; 2025Q3: 2,914,435 shares; 2025Q4: 2,829,723 shares 2,829,723 $70.5M 0.1% -84,712 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: 488,728 shares; 2024Q4: 473,218 shares; 2025Q1: 249,988 shares; 2025Q2: 441,435 shares; 2025Q3: 283,869 shares; 2025Q4: 318,619 shares 318,619 $70M 0.1% +34,750 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: 325,381 shares; 2024Q4: 264,970 shares; 2025Q1: 542,678 shares; 2025Q2: 264,531 shares; 2025Q3: 349,717 shares; 2025Q4: 470,384 shares 470,384 $69.9M 0.1% +120,667 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: 141,986 shares; 2024Q4: 134,523 shares; 2025Q1: 124,646 shares; 2025Q2: 114,202 shares; 2025Q3: 92,749 shares; 2025Q4: 220,167 shares 220,167 $69.3M 0.09% +127,418 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: 589,110 shares; 2024Q4: 562,360 shares; 2025Q1: 531,097 shares; 2025Q2: 534,775 shares; 2025Q3: 715,264 shares; 2025Q4: 1,123,381 shares 1,123,381 $67.5M 0.09% +408,117 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 8,988 shares; 2025Q1: 9,384 shares; 2025Q2: 9,275 shares; 2025Q3: 8,980 shares; 2025Q4: 9,116 shares 9,116 $66.5M 0.09% +136 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: 579,792 shares; 2024Q4: 541,528 shares; 2025Q1: 463,080 shares; 2025Q2: 452,823 shares; 2025Q3: 458,540 shares; 2025Q4: 479,904 shares 479,904 $66.2M 0.09% +21,364 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: 169,201 shares; 2024Q4: 144,843 shares; 2025Q1: 283,100 shares; 2025Q2: 135,537 shares; 2025Q3: 144,429 shares; 2025Q4: 176,483 shares 176,483 $65.8M 0.09% +32,054 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: 307,011 shares; 2025Q1: 370,609 shares; 2025Q2: 396,269 shares; 2025Q3: 420,141 shares; 2025Q4: 500,812 shares 500,812 $65.8M 0.09% +80,671 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: 137,575 shares; 2024Q4: 134,846 shares; 2025Q1: 251,828 shares; 2025Q2: 1,015,653 shares; 2025Q3: 292,284 shares; 2025Q4: 341,744 shares 341,744 $65.6M 0.09% +49,460 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 621,478 shares; 2025Q3: 620,972 shares; 2025Q4: 620,972 shares 620,972 $64.8M 0.09% 0 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: 344,989 shares; 2024Q4: 356,099 shares; 2025Q1: 327,212 shares; 2025Q2: 348,572 shares; 2025Q3: 428,893 shares; 2025Q4: 420,189 shares 420,189 $64.8M 0.09% -8,704 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: 416,669 shares; 2024Q4: 409,473 shares; 2025Q1: 336,735 shares; 2025Q2: 311,724 shares; 2025Q3: 289,618 shares; 2025Q4: 255,464 shares 255,464 $63.1M 0.09% -34,154 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: 221,107 shares; 2024Q4: 218,698 shares; 2025Q1: 200,366 shares; 2025Q2: 193,643 shares; 2025Q3: 183,401 shares; 2025Q4: 203,162 shares 203,162 $63M 0.09% +19,761 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: 140,514 shares; 2024Q4: 130,678 shares; 2025Q1: 202,453 shares; 2025Q2: 200,646 shares; 2025Q3: 1,132,785 shares; 2025Q4: 1,319,880 shares 1,319,880 $61.8M 0.08% +187,095 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: 449,884 shares; 2024Q4: 467,474 shares; 2025Q1: 479,867 shares; 2025Q2: 468,624 shares; 2025Q3: 441,900 shares; 2025Q4: 524,574 shares 524,574 $61.2M 0.08% +82,674 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: 972,505 shares; 2024Q4: 793,915 shares; 2025Q1: 759,891 shares; 2025Q2: 730,449 shares; 2025Q3: 692,044 shares; 2025Q4: 725,683 shares 725,683 $61M 0.08% +33,639 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,867 shares; 2024Q4: 74,715 shares; 2025Q1: 73,118 shares; 2025Q2: 140,267 shares; 2025Q3: 64,412 shares; 2025Q4: 43,082 shares 43,082 $60.8M 0.08% -21,330 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: 638,852 shares; 2024Q4: 631,367 shares; 2025Q1: 554,688 shares; 2025Q2: 531,668 shares; 2025Q3: 526,360 shares; 2025Q4: 543,892 shares 543,892 $60M 0.08% +17,532 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586,148 shares; 2024Q4: 2,382,326 shares; 2025Q1: 2,342,154 shares; 2025Q2: 2,447,866 shares; 2025Q3: 2,375,774 shares; 2025Q4: 2,410,532 shares 2,410,532 $59.9M 0.08% +34,758 Timeline DRSK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065,634 shares; 2025Q4: 2,102,108 shares 2,102,108 $59.8M 0.08% +36,474 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,048 shares; 2024Q4: 156,477 shares; 2025Q1: 194,123 shares; 2025Q2: 229,570 shares; 2025Q3: 261,173 shares; 2025Q4: 353,947 shares 353,947 $59.5M 0.08% +92,774 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: 648,305 shares; 2024Q4: 602,385 shares; 2025Q1: 903,195 shares; 2025Q2: 938,475 shares; 2025Q3: 987,312 shares; 2025Q4: 1,025,495 shares 1,025,495 $58.3M 0.08% +38,183 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: 651,992 shares; 2024Q4: 619,139 shares; 2025Q1: 611,582 shares; 2025Q2: 959,017 shares; 2025Q3: 564,030 shares; 2025Q4: 601,950 shares 601,950 $57.8M 0.08% +37,920 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: 407,401 shares; 2024Q4: 328,793 shares; 2025Q1: 275,109 shares; 2025Q2: 271,079 shares; 2025Q3: 253,648 shares; 2025Q4: 268,809 shares 268,809 $56.1M 0.08% +15,161 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,269,199 shares; 2025Q1: 3,424,113 shares; 2025Q2: 3,312,008 shares; 2025Q3: 2,471,618 shares; 2025Q4: 2,034,505 shares 2,034,505 $55.9M 0.08% -437,113 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: 443,477 shares; 2024Q4: 435,961 shares; 2025Q1: 884,422 shares; 2025Q2: 421,731 shares; 2025Q3: 374,678 shares; 2025Q4: 579,400 shares 579,400 $55.9M 0.08% +204,722 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: 1,024,450 shares; 2024Q4: 1,041,689 shares; 2025Q1: 343,079 shares; 2025Q2: 602,270 shares; 2025Q3: 712,037 shares; 2025Q4: 679,862 shares 679,862 $55.2M 0.08% -32,175 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: 419,981 shares; 2024Q4: 372,502 shares; 2025Q1: 413,687 shares; 2025Q2: 406,964 shares; 2025Q3: 385,588 shares; 2025Q4: 400,809 shares 400,809 $55.2M 0.07% +15,221 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 6,057 shares; 2025Q1: 6,169 shares; 2025Q2: 6,212 shares; 2025Q3: 427,472 shares; 2025Q4: 414,991 shares 414,991 $55.1M 0.07% -12,481 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: 2,140,733 shares; 2024Q4: 2,175,806 shares; 2025Q1: 1,964,910 shares; 2025Q2: 1,709,565 shares; 2025Q3: 463,729 shares; 2025Q4: 1,686,644 shares 1,686,644 $54.9M 0.07% +1,222,915 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,055 shares; 2024Q4: 400,485 shares; 2025Q1: 401,545 shares; 2025Q2: 536,380 shares; 2025Q3: 260,495 shares; 2025Q4: 529,757 shares 529,757 $54M 0.07% +269,262 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,357 shares; 2024Q4: 13,653 shares; 2025Q1: 15,937 shares; 2025Q2: 15,390 shares; 2025Q3: 22,369 shares; 2025Q4: 890,461 shares 890,461 $53.8M 0.07% +868,092 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 849,279 shares; 2025Q1: 771,061 shares; 2025Q2: 815,810 shares; 2025Q3: 840,319 shares; 2025Q4: 872,826 shares 872,826 $53.6M 0.07% +32,507 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,482 shares; 2024Q4: 293,899 shares; 2025Q1: 291,779 shares; 2025Q2: 360,438 shares; 2025Q3: 371,962 shares; 2025Q4: 369,198 shares 369,198 $53.1M 0.07% -2,764 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,833,442 shares; 2024Q4: 2,817,468 shares; 2025Q1: 2,274,433 shares; 2025Q2: 2,099,270 shares; 2025Q3: 1,776,271 shares; 2025Q4: 1,743,683 shares 1,743,683 $52.1M 0.07% -32,588 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,723 shares; 2024Q4: 243,377 shares; 2025Q1: 238,306 shares; 2025Q2: 242,666 shares; 2025Q3: 239,130 shares; 2025Q4: 250,249 shares 250,249 $52.1M 0.07% +11,119 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,880 shares; 2024Q4: 830,201 shares; 2025Q1: 858,447 shares; 2025Q2: 706,996 shares; 2025Q3: 690,549 shares; 2025Q4: 650,551 shares 650,551 $51.8M 0.07% -39,998 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: 195,579 shares; 2024Q4: 183,855 shares; 2025Q1: 167,124 shares; 2025Q2: 165,451 shares; 2025Q3: 163,710 shares; 2025Q4: 145,639 shares 145,639 $51.7M 0.07% -18,071 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273,420 shares; 2024Q4: 2,613,259 shares; 2025Q1: 2,174,701 shares; 2025Q2: 2,018,591 shares; 2025Q3: 1,762,417 shares; 2025Q4: 1,537,293 shares 1,537,293 $51.6M 0.07% -225,124 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: 1,855,792 shares; 2024Q4: 1,577,771 shares; 2025Q1: 1,350,741 shares; 2025Q2: 1,375,357 shares; 2025Q3: 1,374,146 shares; 2025Q4: 1,263,872 shares 1,263,872 $51.5M 0.07% -110,274 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,216 shares; 2024Q4: 439,771 shares; 2025Q1: 392,840 shares; 2025Q2: 327,037 shares; 2025Q3: 324,843 shares; 2025Q4: 352,535 shares 352,535 $51.1M 0.07% +27,692 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: 292,522 shares; 2024Q4: 264,067 shares; 2025Q1: 248,887 shares; 2025Q2: 215,035 shares; 2025Q3: 202,901 shares; 2025Q4: 234,061 shares 234,061 $50.8M 0.07% +31,160 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704,146 shares; 2024Q4: 1,587,712 shares; 2025Q1: 1,172,657 shares; 2025Q2: 2,109,062 shares; 2025Q3: 1,033,636 shares; 2025Q4: 786,317 shares 786,317 $50.4M 0.07% -247,319 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: 683,302 shares; 2024Q4: 762,453 shares; 2025Q1: 558,585 shares; 2025Q2: 517,876 shares; 2025Q3: 434,245 shares; 2025Q4: 1,125,967 shares 1,125,967 $50.3M 0.07% +691,722 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: 723,238 shares; 2024Q4: 726,315 shares; 2025Q1: 579,255 shares; 2025Q2: 588,951 shares; 2025Q3: 547,325 shares; 2025Q4: 536,286 shares 536,286 $50.2M 0.07% -11,039 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 82,211 shares; 2025Q2: 521,618 shares; 2025Q3: 622,961 shares; 2025Q4: 1,100,388 shares 1,100,388 $50.1M 0.07% +477,427 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: 256,849 shares; 2024Q4: 244,585 shares; 2025Q1: 205,071 shares; 2025Q2: 229,109 shares; 2025Q3: 218,989 shares; 2025Q4: 308,343 shares 308,343 $49.4M 0.07% +89,354 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,052 shares; 2024Q4: 157,818 shares; 2025Q1: 143,508 shares; 2025Q2: 150,033 shares; 2025Q3: 156,053 shares; 2025Q4: 145,405 shares 145,405 $49M 0.07% -10,648 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: 910,048 shares; 2024Q4: 901,317 shares; 2025Q1: 952,063 shares; 2025Q2: 116,562 shares; 2025Q3: 1,474,214 shares; 2025Q4: 1,484,797 shares 1,484,797 $48.6M 0.07% +10,583 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,161 shares; 2024Q4: 351,067 shares; 2025Q1: 346,737 shares; 2025Q2: 306,803 shares; 2025Q3: 293,579 shares; 2025Q4: 226,712 shares 226,712 $48.4M 0.07% -66,867 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,002 shares; 2024Q4: 558,053 shares; 2025Q1: 551,905 shares; 2025Q2: 1,014,272 shares; 2025Q3: 585,729 shares; 2025Q4: 611,606 shares 611,606 $48.3M 0.07% +25,877 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,466 shares; 2024Q4: 115,135 shares; 2025Q1: 234,924 shares; 2025Q2: 117,840 shares; 2025Q3: 439,967 shares; 2025Q4: 453,170 shares 453,170 $47.9M 0.07% +13,203 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,210 shares; 2024Q4: 19,456 shares; 2025Q1: 16,934 shares; 2025Q2: 14,778 shares; 2025Q3: 262,678 shares; 2025Q4: 268,765 shares 268,765 $47.7M 0.06% +6,087 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,668 shares; 2024Q4: 67,694 shares; 2025Q1: 58,034 shares; 2025Q2: 110,282 shares; 2025Q3: 53,597 shares; 2025Q4: 51,333 shares 51,333 $47.3M 0.06% -2,264 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: 882,535 shares; 2024Q4: 764,353 shares; 2025Q1: 1,059,060 shares; 2025Q2: 3,240,329 shares; 2025Q3: 823,306 shares; 2025Q4: 859,387 shares 859,387 $47M 0.06% +36,081 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: 129,265 shares; 2024Q4: 113,146 shares; 2025Q1: 106,550 shares; 2025Q2: 102,816 shares; 2025Q3: 101,731 shares; 2025Q4: 102,570 shares 102,570 $46.5M 0.06% +839 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,661 shares; 2024Q4: 139,686 shares; 2025Q1: 137,061 shares; 2025Q2: 138,506 shares; 2025Q3: 144,532 shares; 2025Q4: 143,644 shares 143,644 $46.5M 0.06% -888 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: 56,622 shares; 2024Q4: 56,322 shares; 2025Q1: 53,107 shares; 2025Q2: 56,086 shares; 2025Q3: 55,419 shares; 2025Q4: 70,869 shares 70,869 $46.2M 0.06% +15,450 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,946 shares; 2024Q4: 625,852 shares; 2025Q1: 582,193 shares; 2025Q2: 555,082 shares; 2025Q3: 446,883 shares; 2025Q4: 516,938 shares 516,938 $45.6M 0.06% +70,055 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: 533,997 shares; 2024Q4: 695,881 shares; 2025Q1: 918,721 shares; 2025Q2: 893,195 shares; 2025Q3: 372,300 shares; 2025Q4: 893,211 shares 893,211 $45.5M 0.06% +520,911 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: 141,046 shares; 2024Q4: 132,990 shares; 2025Q1: 140,000 shares; 2025Q2: 132,066 shares; 2025Q3: 130,181 shares; 2025Q4: 139,294 shares 139,294 $45.2M 0.06% +9,113 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: 36,013 shares; 2024Q4: 31,574 shares; 2025Q1: 32,706 shares; 2025Q2: 32,386 shares; 2025Q3: 31,431 shares; 2025Q4: 37,205 shares 37,205 $45.2M 0.06% +5,774 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686,029 shares 686,029 $44.9M 0.06% new 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: 684,826 shares 684,826 $44.8M 0.06% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 347,683 shares; 2025Q1: 348,038 shares; 2025Q2: 330,414 shares; 2025Q3: 336,215 shares; 2025Q4: 340,230 shares 340,230 $44.3M 0.06% +4,015 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: 207,026 shares; 2024Q4: 172,000 shares; 2025Q1: 139,507 shares; 2025Q2: 69,851 shares; 2025Q3: 68,243 shares; 2025Q4: 77,515 shares 77,515 $44.2M 0.06% +9,272 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489,037 shares; 2024Q4: 1,504,922 shares; 2025Q1: 1,482,073 shares; 2025Q2: 1,443,877 shares; 2025Q3: 14,683 shares; 2025Q4: 1,393,804 shares 1,393,804 $44.1M 0.06% +1,379,121 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: 16,869 shares; 2024Q4: 16,665 shares; 2025Q1: 16,273 shares; 2025Q2: 15,622 shares; 2025Q3: 14,567 shares; 2025Q4: 12,741 shares 12,741 $43.2M 0.06% -1,826 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,307 shares; 2024Q4: 374,079 shares; 2025Q1: 372,652 shares; 2025Q2: 364,581 shares; 2025Q3: 405,321 shares; 2025Q4: 358,907 shares 358,907 $43M 0.06% -46,414 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: 421,728 shares; 2024Q4: 361,042 shares; 2025Q1: 361,411 shares; 2025Q2: 403,125 shares; 2025Q3: 370,459 shares; 2025Q4: 231,605 shares 231,605 $43M 0.06% -138,854 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: 546,080 shares; 2024Q4: 598,470 shares; 2025Q1: 532,227 shares; 2025Q2: 535,573 shares; 2025Q3: 476,184 shares; 2025Q4: 541,110 shares 541,110 $42.8M 0.06% +64,926 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,022 shares; 2024Q4: 279,381 shares; 2025Q1: 411,069 shares; 2025Q2: 526,738 shares; 2025Q3: 615,598 shares; 2025Q4: 1,061,750 shares 1,061,750 $42.7M 0.06% +446,152 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: 284,595 shares; 2024Q4: 269,232 shares; 2025Q1: 509,834 shares; 2025Q2: 275,124 shares; 2025Q3: 304,135 shares; 2025Q4: 344,327 shares 344,327 $42.4M 0.06% +40,192 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: 592,191 shares; 2024Q4: 1,169,439 shares; 2025Q1: 1,183,618 shares; 2025Q2: 296,705 shares; 2025Q3: 1,363,869 shares; 2025Q4: 1,486,191 shares 1,486,191 $42.3M 0.06% +122,322 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: 632,969 shares; 2024Q4: 636,908 shares; 2025Q1: 674,667 shares; 2025Q2: 625,286 shares; 2025Q3: 276,220 shares; 2025Q4: 606,555 shares 606,555 $42.3M 0.06% +330,335 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348,331 shares; 2024Q4: 1,315,168 shares; 2025Q1: 1,079,690 shares; 2025Q2: 943,027 shares; 2025Q3: 917,618 shares; 2025Q4: 900,862 shares 900,862 $42.2M 0.06% -16,756 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: 171,597 shares; 2024Q4: 866,509 shares; 2025Q1: 846,190 shares; 2025Q2: 842,331 shares; 2025Q3: 852,822 shares; 2025Q4: 839,285 shares 839,285 $42M 0.06% -13,537 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: 92,723 shares; 2024Q4: 93,568 shares; 2025Q1: 97,518 shares; 2025Q2: 93,113 shares; 2025Q3: 127,587 shares; 2025Q4: 153,055 shares 153,055 $41.8M 0.06% +25,468 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,793 shares; 2024Q4: 60,337 shares; 2025Q1: 56,753 shares; 2025Q2: 60,390 shares; 2025Q3: 100,743 shares; 2025Q4: 181,900 shares 181,900 $41.4M 0.06% +81,157 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: 1,071,852 shares; 2024Q4: 1,046,058 shares; 2025Q1: 1,041,923 shares; 2025Q2: 1,082,444 shares; 2025Q3: 341,164 shares; 2025Q4: 1,086,838 shares 1,086,838 $41.3M 0.06% +745,674 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: 1,181,937 shares; 2024Q4: 1,053,740 shares; 2025Q1: 1,017,809 shares; 2025Q2: 982,624 shares; 2025Q3: 974,057 shares; 2025Q4: 960,951 shares 960,951 $41.3M 0.06% -13,106 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: 84,894 shares; 2024Q4: 74,904 shares; 2025Q1: 254,938 shares; 2025Q2: 266,358 shares; 2025Q3: 257,470 shares; 2025Q4: 287,651 shares 287,651 $41.2M 0.06% +30,181 Timeline OSCV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,187,957 shares; 2025Q4: 1,112,008 shares 1,112,008 $41.2M 0.06% -75,949 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,138 shares; 2024Q4: 241,097 shares; 2025Q1: 286,973 shares; 2025Q2: 365,192 shares; 2025Q3: 954,854 shares; 2025Q4: 893,752 shares 893,752 $41.2M 0.06% -61,102 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: 1,759,313 shares; 2024Q4: 1,276,903 shares; 2025Q1: 1,079,663 shares; 2025Q2: 1,148,591 shares; 2025Q3: 949,399 shares; 2025Q4: 1,114,483 shares 1,114,483 $41.1M 0.06% +165,084 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: 204,412 shares; 2024Q4: 203,927 shares; 2025Q1: 199,361 shares; 2025Q2: 208,679 shares; 2025Q3: 275,446 shares; 2025Q4: 273,972 shares 273,972 $39.7M 0.05% -1,474 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: 320,231 shares; 2024Q4: 319,733 shares; 2025Q1: 320,418 shares; 2025Q2: 323,869 shares; 2025Q3: 341,108 shares; 2025Q4: 335,915 shares 335,915 $39.4M 0.05% -5,193 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: 41,018 shares; 2024Q4: 40,867 shares; 2025Q1: 40,365 shares; 2025Q2: 40,384 shares; 2025Q3: 39,634 shares; 2025Q4: 38,617 shares 38,617 $39.2M 0.05% -1,017 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: 109,468 shares; 2024Q4: 112,051 shares; 2025Q1: 109,021 shares; 2025Q2: 106,809 shares; 2025Q3: 188,064 shares; 2025Q4: 140,603 shares 140,603 $38.7M 0.05% -47,461 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: 154,298 shares; 2024Q4: 147,578 shares; 2025Q1: 802,839 shares; 2025Q2: 750,642 shares; 2025Q3: 713,650 shares; 2025Q4: 800,886 shares 800,886 $38.7M 0.05% +87,236 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: 964,473 shares; 2024Q4: 793,756 shares; 2025Q1: 675,853 shares; 2025Q2: 566,857 shares; 2025Q3: 539,172 shares; 2025Q4: 606,819 shares 606,819 $38.6M 0.05% +67,647 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: 59,925 shares; 2024Q4: 155,244 shares; 2025Q1: 161,958 shares; 2025Q2: 154,235 shares; 2025Q3: 290,900 shares; 2025Q4: 301,370 shares 301,370 $38.4M 0.05% +10,470 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,168 shares; 2024Q4: 256,769 shares; 2025Q1: 230,105 shares; 2025Q2: 221,792 shares; 2025Q3: 222,858 shares; 2025Q4: 215,525 shares 215,525 $38.4M 0.05% -7,333 Timeline SOXX 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: 112,252 shares; 2024Q4: 112,338 shares; 2025Q1: 219,028 shares; 2025Q2: 107,936 shares; 2025Q3: 21,697 shares; 2025Q4: 127,123 shares 127,123 $38.3M 0.05% +105,426 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: 301,251 shares; 2024Q4: 256,804 shares; 2025Q1: 251,560 shares; 2025Q2: 224,443 shares; 2025Q3: 222,740 shares; 2025Q4: 235,035 shares 235,035 $38.3M 0.05% +12,295 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,164 shares; 2024Q4: 645,375 shares; 2025Q1: 687,049 shares; 2025Q2: 388,117 shares; 2025Q3: 362,922 shares; 2025Q4: 492,206 shares 492,206 $38.2M 0.05% +129,284 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: 189,722 shares; 2024Q4: 554,651 shares; 2025Q1: 776,467 shares; 2025Q2: 1,567,140 shares; 2025Q3: 388,974 shares; 2025Q4: 486,695 shares 486,695 $37.4M 0.05% +97,721 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733,905 shares; 2025Q4: 739,939 shares 739,939 $37.4M 0.05% +6,034 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: 668,092 shares; 2024Q4: 663,115 shares; 2025Q1: 668,683 shares; 2025Q2: 659,176 shares; 2025Q3: 582,377 shares; 2025Q4: 637,498 shares 637,498 $37.2M 0.05% +55,121 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: 324,500 shares; 2024Q4: 405,903 shares; 2025Q1: 414,458 shares; 2025Q2: 439,274 shares; 2025Q3: 459,792 shares; 2025Q4: 386,247 shares 386,247 $36.8M 0.05% -73,545 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: 307,259 shares; 2024Q4: 302,862 shares; 2025Q1: 289,062 shares; 2025Q2: 277,581 shares; 2025Q3: 262,813 shares; 2025Q4: 177,622 shares 177,622 $36.4M 0.05% -85,191 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: 13,655 shares; 2024Q4: 188,591 shares; 2025Q1: 169,637 shares; 2025Q2: 164,111 shares; 2025Q3: 147,467 shares; 2025Q4: 162,711 shares 162,711 $36.3M 0.05% +15,244 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,086 shares; 2024Q4: 267,965 shares; 2025Q1: 255,214 shares; 2025Q2: 301,083 shares; 2025Q3: 260,666 shares; 2025Q4: 318,230 shares 318,230 $36.3M 0.05% +57,564 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: 1,397,574 shares; 2024Q4: 1,276,710 shares; 2025Q1: 1,124,418 shares; 2025Q2: 1,051,405 shares; 2025Q3: 728,080 shares; 2025Q4: 709,353 shares 709,353 $36.1M 0.05% -18,727 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,880 shares; 2024Q4: 429,226 shares; 2025Q1: 427,169 shares; 2025Q2: 399,699 shares; 2025Q3: 381,931 shares; 2025Q4: 337,549 shares 337,549 $35.5M 0.05% -44,382 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,670 shares; 2024Q4: 270,200 shares; 2025Q1: 774,816 shares; 2025Q2: 761,075 shares; 2025Q3: 738,879 shares; 2025Q4: 755,987 shares 755,987 $35.5M 0.05% +17,108 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,006 shares; 2024Q4: 124,059 shares; 2025Q1: 99,591 shares; 2025Q2: 91,895 shares; 2025Q3: 92,398 shares; 2025Q4: 90,768 shares 90,768 $35.3M 0.05% -1,630 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,986 shares; 2024Q4: 294,749 shares; 2025Q1: 289,557 shares; 2025Q2: 271,060 shares; 2025Q3: 268,803 shares; 2025Q4: 265,307 shares 265,307 $35.1M 0.05% -3,496 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,373 shares; 2024Q4: 86,671 shares; 2025Q1: 117,536 shares; 2025Q2: 138,137 shares; 2025Q3: 133,950 shares; 2025Q4: 89,112 shares 89,112 $34.2M 0.05% -44,838 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: 108,896 shares; 2024Q4: 114,661 shares; 2025Q1: 110,255 shares; 2025Q2: 109,433 shares; 2025Q3: 86,081 shares; 2025Q4: 101,251 shares 101,251 $34.1M 0.05% +15,170 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387,134 shares; 2024Q4: 167,448 shares; 2025Q1: 260,378 shares; 2025Q2: 318,057 shares; 2025Q3: 376,065 shares; 2025Q4: 714,692 shares 714,692 $33.8M 0.05% +338,627 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: 170,559 shares; 2024Q4: 165,215 shares; 2025Q1: 172,265 shares; 2025Q2: 179,059 shares; 2025Q3: 156,787 shares; 2025Q4: 178,286 shares 178,286 $33.7M 0.05% +21,499 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: 1,326,211 shares; 2024Q4: 1,311,541 shares; 2025Q1: 976,070 shares; 2025Q2: 866,198 shares; 2025Q3: 61,563 shares; 2025Q4: 669,149 shares 669,149 $33.1M 0.05% +607,586 Timeline INTF 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: 944,769 shares; 2024Q4: 935,056 shares; 2025Q1: 898,734 shares; 2025Q2: 879,447 shares; 2025Q3: 869,231 shares; 2025Q4: 860,965 shares 860,965 $32.5M 0.04% -8,266 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,150 shares; 2024Q4: 600,518 shares; 2025Q1: 467,955 shares; 2025Q2: 496,100 shares; 2025Q3: 543,335 shares; 2025Q4: 472,780 shares 472,780 $32.2M 0.04% -70,555 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: 246,786 shares; 2024Q4: 328,039 shares; 2025Q1: 300,595 shares; 2025Q2: 319,276 shares; 2025Q3: 480,193 shares; 2025Q4: 648,913 shares 648,913 $32.1M 0.04% +168,720 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: 120,096 shares; 2024Q4: 120,500 shares; 2025Q1: 96,616 shares; 2025Q2: 95,182 shares; 2025Q3: 95,160 shares; 2025Q4: 109,246 shares 109,246 $31.6M 0.04% +14,086 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: 474,197 shares; 2024Q4: 452,284 shares; 2025Q1: 392,370 shares; 2025Q2: 378,994 shares; 2025Q3: 374,464 shares; 2025Q4: 397,228 shares 397,228 $31.5M 0.04% +22,764 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669,341 shares; 2024Q4: 1,678,533 shares; 2025Q1: 522,331 shares; 2025Q2: 1,690,771 shares; 2025Q3: 1,847,279 shares; 2025Q4: 1,880,623 shares 1,880,623 $31M 0.04% +33,344 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016,575 shares; 2024Q4: 1,518,535 shares; 2025Q1: 1,638,610 shares; 2025Q2: 1,171,231 shares; 2025Q3: 833,046 shares; 2025Q4: 805,544 shares 805,544 $30.9M 0.04% -27,502 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: 552,140 shares; 2024Q4: 491,228 shares; 2025Q1: 485,006 shares; 2025Q2: 511,981 shares; 2025Q3: 573,583 shares; 2025Q4: 533,924 shares 533,924 $30.8M 0.04% -39,659 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,754 shares; 2024Q4: 34,157 shares; 2025Q1: 27,492 shares; 2025Q2: 24,114 shares; 2025Q3: 7,351 shares; 2025Q4: 133,738 shares 133,738 $30.6M 0.04% +126,387 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: 278,622 shares; 2024Q4: 337,591 shares; 2025Q1: 329,068 shares; 2025Q2: 322,734 shares; 2025Q3: 319,588 shares; 2025Q4: 309,948 shares 309,948 $30.3M 0.04% -9,640 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,495 shares; 2024Q4: 634,434 shares; 2025Q1: 817,427 shares; 2025Q2: 661,577 shares; 2025Q3: 478,256 shares; 2025Q4: 659,969 shares 659,969 $30.3M 0.04% +181,713 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: 560,845 shares; 2024Q4: 515,443 shares; 2025Q1: 352,966 shares; 2025Q2: 457,214 shares; 2025Q3: 427,782 shares; 2025Q4: 550,405 shares 550,405 $30.2M 0.04% +122,623 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: 331,031 shares; 2024Q4: 353,506 shares; 2025Q1: 321,409 shares; 2025Q2: 341,426 shares; 2025Q3: 321,160 shares; 2025Q4: 367,378 shares 367,378 $29.9M 0.04% +46,218 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,594 shares; 2024Q4: 335,507 shares; 2025Q1: 340,067 shares; 2025Q2: 323,121 shares; 2025Q3: 237,707 shares; 2025Q4: 257,048 shares 257,048 $29.8M 0.04% +19,341 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,347 shares; 2024Q4: 580,034 shares; 2025Q1: 563,324 shares; 2025Q2: 584,778 shares; 2025Q3: 655,978 shares; 2025Q4: 636,222 shares 636,222 $29.8M 0.04% -19,756 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,896 shares; 2024Q4: 477,325 shares; 2025Q1: 464,721 shares; 2025Q2: 482,578 shares; 2025Q3: 492,191 shares; 2025Q4: 495,487 shares 495,487 $29.7M 0.04% +3,296 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: 812,950 shares; 2024Q4: 607,409 shares; 2025Q1: 1,146,358 shares; 2025Q2: 380,116 shares; 2025Q3: 340,546 shares; 2025Q4: 358,796 shares 358,796 $29.7M 0.04% +18,250 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: 74,378 shares; 2024Q4: 71,026 shares; 2025Q1: 70,264 shares; 2025Q2: 71,410 shares; 2025Q3: 73,706 shares; 2025Q4: 47,080 shares 47,080 $29.5M 0.04% -26,626 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221,826 shares; 2024Q4: 1,234,899 shares; 2025Q1: 1,162,236 shares; 2025Q2: 32,787,397 shares; 2025Q3: 613,026 shares; 2025Q4: 638,087 shares 638,087 $29.1M 0.04% +25,061 Timeline ESGD 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: 330,962 shares; 2024Q4: 325,839 shares; 2025Q1: 324,563 shares; 2025Q2: 325,501 shares; 2025Q3: 309,415 shares; 2025Q4: 304,476 shares 304,476 $29M 0.04% -4,939 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,803 shares; 2024Q4: 1,442,028 shares; 2025Q1: 1,384,951 shares; 2025Q2: 1,466,571 shares; 2025Q3: 1,800,784 shares; 2025Q4: 630,530 shares 630,530 $28.8M 0.04% -1,170,254 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: 135,054 shares; 2024Q4: 95,843 shares; 2025Q1: 90,057 shares; 2025Q2: 88,409 shares; 2025Q3: 94,553 shares; 2025Q4: 97,460 shares 97,460 $28.6M 0.04% +2,907 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: 251,664 shares; 2024Q4: 246,500 shares; 2025Q1: 214,137 shares; 2025Q2: 206,398 shares; 2025Q3: 202,418 shares; 2025Q4: 155,283 shares 155,283 $28.4M 0.04% -47,135 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: 119,616 shares; 2024Q4: 176,323 shares; 2025Q1: 139,984 shares; 2025Q2: 159,253 shares; 2025Q3: 148,028 shares; 2025Q4: 183,486 shares 183,486 $28.4M 0.04% +35,458 Timeline IWC 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: 239,495 shares; 2024Q4: 227,701 shares; 2025Q1: 223,637 shares; 2025Q2: 184,821 shares; 2025Q3: 149,906 shares; 2025Q4: 177,674 shares 177,674 $28M 0.04% +27,768 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,723 shares; 2024Q4: 134,265 shares; 2025Q1: 124,524 shares; 2025Q2: 880,189 shares; 2025Q3: 145,351 shares; 2025Q4: 208,669 shares 208,669 $27.9M 0.04% +63,318 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: 687,205 shares; 2024Q4: 616,644 shares; 2025Q1: 546,766 shares; 2025Q2: 490,287 shares; 2025Q3: 404,611 shares; 2025Q4: 513,400 shares 513,400 $27.5M 0.04% +108,789 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,365 shares; 2024Q4: 1,000,964 shares; 2025Q1: 940,273 shares; 2025Q2: 909,850 shares; 2025Q3: 901,980 shares; 2025Q4: 1,008,945 shares 1,008,945 $27.5M 0.04% +106,965 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,578 shares; 2024Q4: 386,378 shares; 2025Q1: 388,816 shares; 2025Q2: 423,452 shares; 2025Q3: 452,918 shares; 2025Q4: 472,712 shares 472,712 $27.4M 0.04% +19,794 Timeline ICSH 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: 1,068,669 shares; 2024Q4: 806,779 shares; 2025Q1: 257,342 shares; 2025Q2: 253,571 shares; 2025Q3: 300,307 shares; 2025Q4: 540,373 shares 540,373 $27.3M 0.04% +240,066 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,029 shares; 2024Q4: 445,112 shares; 2025Q1: 496,890 shares; 2025Q2: 531,374 shares; 2025Q3: 566,341 shares; 2025Q4: 581,365 shares 581,365 $27.1M 0.04% +15,024 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: 98,071 shares; 2024Q4: 96,060 shares; 2025Q1: 88,362 shares; 2025Q2: 80,546 shares; 2025Q3: 72,444 shares; 2025Q4: 76,111 shares 76,111 $27M 0.04% +3,667 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: 125,168 shares; 2024Q4: 124,077 shares; 2025Q1: 125,157 shares; 2025Q2: 125,885 shares; 2025Q3: 120,897 shares; 2025Q4: 120,597 shares 120,597 $27M 0.04% -300 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: 150,930 shares; 2024Q4: 137,478 shares; 2025Q1: 88,573 shares; 2025Q2: 89,410 shares; 2025Q3: 87,106 shares; 2025Q4: 92,032 shares 92,032 $26.6M 0.04% +4,926 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,765 shares; 2024Q4: 1,037,751 shares; 2025Q1: 825,708 shares; 2025Q2: 814,346 shares; 2025Q3: 418,001 shares; 2025Q4: 360,679 shares 360,679 $26.6M 0.04% -57,322 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,153 shares; 2024Q4: 258,993 shares; 2025Q1: 278,591 shares; 2025Q2: 317,648 shares; 2025Q3: 737,058 shares; 2025Q4: 673,873 shares 673,873 $26.4M 0.04% -63,185 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: 627,507 shares; 2024Q4: 612,668 shares; 2025Q1: 534,828 shares; 2025Q2: 512,446 shares; 2025Q3: 455,390 shares; 2025Q4: 489,348 shares 489,348 $26.4M 0.04% +33,958 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: 476,398 shares; 2024Q4: 460,092 shares; 2025Q1: 415,363 shares; 2025Q2: 414,864 shares; 2025Q3: 335,043 shares; 2025Q4: 357,264 shares 357,264 $26.3M 0.04% +22,221 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: 276,002 shares; 2024Q4: 663,609 shares; 2025Q1: 651,939 shares; 2025Q2: 641,377 shares; 2025Q3: 733,670 shares; 2025Q4: 870,730 shares 870,730 $26.2M 0.04% +137,060 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: 162,592 shares; 2024Q4: 105,232 shares; 2025Q1: 219,538 shares; 2025Q2: 55,340 shares; 2025Q3: 47,344 shares; 2025Q4: 122,918 shares 122,918 $26.1M 0.04% +75,574 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: 209,373 shares; 2024Q4: 194,584 shares; 2025Q1: 191,282 shares; 2025Q2: 176,844 shares; 2025Q3: 160,015 shares; 2025Q4: 171,060 shares 171,060 $25.9M 0.04% +11,045 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: 328,891 shares; 2024Q4: 305,856 shares; 2025Q1: 290,766 shares; 2025Q2: 286,429 shares; 2025Q3: 262,502 shares; 2025Q4: 253,123 shares 253,123 $25.6M 0.03% -9,379 Timeline DFIC 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: 230,574 shares; 2024Q4: 230,583 shares; 2025Q1: 235,692 shares; 2025Q2: 770,567 shares; 2025Q3: 252,670 shares; 2025Q4: 740,371 shares 740,371 $25.5M 0.03% +487,701 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,947 shares; 2024Q4: 258,612 shares; 2025Q1: 191,421 shares; 2025Q2: 185,108 shares; 2025Q3: 184,918 shares; 2025Q4: 186,265 shares 186,265 $25.5M 0.03% +1,347 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,771 shares; 2024Q4: 83,938 shares; 2025Q1: 74,637 shares; 2025Q2: 64,874 shares; 2025Q3: 43,554 shares; 2025Q4: 98,193 shares 98,193 $25.4M 0.03% +54,639 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477,953 shares; 2024Q4: 2,712,348 shares; 2025Q1: 2,505,031 shares; 2025Q2: 2,365,432 shares; 2025Q3: 2,316,697 shares; 2025Q4: 1,904,763 shares 1,904,763 $25.4M 0.03% -411,934 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: 113,607 shares; 2024Q4: 388,595 shares; 2025Q1: 371,557 shares; 2025Q2: 700,970 shares; 2025Q3: 601,703 shares; 2025Q4: 627,063 shares 627,063 $25.2M 0.03% +25,360 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: 339,738 shares; 2024Q4: 322,117 shares; 2025Q1: 311,195 shares; 2025Q2: 316,381 shares; 2025Q3: 193,963 shares; 2025Q4: 195,784 shares 195,784 $25.1M 0.03% +1,821 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: 147,492 shares; 2024Q4: 135,211 shares; 2025Q1: 203,583 shares; 2025Q2: 133,480 shares; 2025Q3: 146,613 shares; 2025Q4: 138,377 shares 138,377 $25.1M 0.03% -8,236 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: 460,691 shares; 2024Q4: 395,523 shares; 2025Q1: 346,197 shares; 2025Q2: 235,009 shares; 2025Q3: 123,365 shares; 2025Q4: 252,748 shares 252,748 $25.1M 0.03% +129,383 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: 492,781 shares; 2024Q4: 483,365 shares; 2025Q1: 350,631 shares; 2025Q2: 223,654 shares; 2025Q3: 241,486 shares; 2025Q4: 286,225 shares 286,225 $25.1M 0.03% +44,739 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,817 shares; 2025Q2: 132,856 shares; 2025Q3: 303,487 shares; 2025Q4: 935,920 shares 935,920 $25M 0.03% +632,433 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: 31,890 shares; 2024Q4: 35,349 shares; 2025Q1: 38,835 shares; 2025Q2: 40,722 shares; 2025Q3: 64,654 shares; 2025Q4: 74,277 shares 74,277 $25M 0.03% +9,623 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: 188,519 shares; 2024Q4: 181,697 shares; 2025Q1: 170,930 shares; 2025Q2: 171,677 shares; 2025Q3: 182,106 shares; 2025Q4: 191,623 shares 191,623 $24.7M 0.03% +9,517 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,189,923 shares; 2025Q4: 1,225,195 shares 1,225,195 $24.6M 0.03% +35,272 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,938 shares; 2024Q4: 367,926 shares; 2025Q1: 309,701 shares; 2025Q2: 242,235 shares; 2025Q3: 266,062 shares; 2025Q4: 171,286 shares 171,286 $24.2M 0.03% -94,776 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: 284,412 shares; 2024Q4: 473,972 shares; 2025Q1: 181,145 shares; 2025Q2: 274,257 shares; 2025Q3: 321,368 shares; 2025Q4: 359,722 shares 359,722 $24.1M 0.03% +38,354 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: 595,491 shares; 2024Q4: 566,519 shares; 2025Q1: 525,480 shares; 2025Q2: 501,240 shares; 2025Q3: 1,189,462 shares; 2025Q4: 1,193,526 shares 1,193,526 $24.1M 0.03% +4,064 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,563 shares; 2024Q4: 158,278 shares; 2025Q1: 173,180 shares; 2025Q2: 168,130 shares; 2025Q3: 150,563 shares; 2025Q4: 148,178 shares 148,178 $24M 0.03% -2,385 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: 822,466 shares; 2024Q4: 831,912 shares; 2025Q1: 711,466 shares; 2025Q2: 658,182 shares; 2025Q3: 622,259 shares; 2025Q4: 661,008 shares 661,008 $24M 0.03% +38,749 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: 112,878 shares; 2024Q4: 105,213 shares; 2025Q1: 106,946 shares; 2025Q2: 200,190 shares; 2025Q3: 72,153 shares; 2025Q4: 46,557 shares 46,557 $23.9M 0.03% -25,596 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,935 shares; 2024Q4: 474,834 shares; 2025Q1: 472,415 shares; 2025Q2: 458,330 shares; 2025Q3: 398,635 shares; 2025Q4: 449,482 shares 449,482 $23.9M 0.03% +50,847 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,582 shares; 2024Q4: 221,840 shares; 2025Q1: 215,752 shares; 2025Q2: 211,111 shares; 2025Q3: 206,775 shares; 2025Q4: 114,180 shares 114,180 $23.8M 0.03% -92,595 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: 138,908 shares; 2024Q4: 164,906 shares; 2025Q1: 119,848 shares; 2025Q2: 115,243 shares; 2025Q3: 106,517 shares; 2025Q4: 469,363 shares 469,363 $23.7M 0.03% +362,846 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: 107,290 shares; 2024Q4: 114,047 shares; 2025Q1: 112,523 shares; 2025Q2: 114,278 shares; 2025Q3: 117,019 shares; 2025Q4: 132,471 shares 132,471 $23.7M 0.03% +15,452 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: 81,437 shares; 2024Q4: 71,502 shares; 2025Q1: 75,434 shares; 2025Q2: 72,154 shares; 2025Q3: 59,946 shares; 2025Q4: 67,261 shares 67,261 $23.6M 0.03% +7,315 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: 197,597 shares; 2024Q4: 168,814 shares; 2025Q1: 151,657 shares; 2025Q2: 145,582 shares; 2025Q3: 139,260 shares; 2025Q4: 143,963 shares 143,963 $23.4M 0.03% +4,703 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,507 shares; 2024Q4: 278,346 shares; 2025Q1: 277,509 shares; 2025Q2: 273,684 shares; 2025Q3: 230,618 shares; 2025Q4: 271,928 shares 271,928 $23.3M 0.03% +41,310 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 132,694 shares; 2025Q1: 99,395 shares; 2025Q2: 94,771 shares; 2025Q3: 65,895 shares; 2025Q4: 62,727 shares 62,727 $23.2M 0.03% -3,168 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,841 shares; 2024Q4: 237,247 shares; 2025Q1: 227,882 shares; 2025Q2: 226,913 shares; 2025Q3: 216,483 shares; 2025Q4: 218,655 shares 218,655 $23.1M 0.03% +2,172 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,437 shares; 2024Q4: 170,092 shares; 2025Q1: 317,870 shares; 2025Q2: 157,374 shares; 2025Q3: 162,590 shares; 2025Q4: 167,966 shares 167,966 $23M 0.03% +5,376 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: 385,401 shares; 2024Q4: 358,420 shares; 2025Q1: 301,719 shares; 2025Q2: 405,884 shares; 2025Q3: 336,221 shares; 2025Q4: 227,871 shares 227,871 $22.9M 0.03% -108,350 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: 1,487,056 shares; 2024Q4: 1,005,987 shares; 2025Q1: 886,292 shares; 2025Q2: 835,613 shares; 2025Q3: 827,484 shares; 2025Q4: 829,428 shares 829,428 $22.8M 0.03% +1,944 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: 386,398 shares; 2024Q4: 365,489 shares; 2025Q1: 357,550 shares; 2025Q2: 378,118 shares; 2025Q3: 318,390 shares; 2025Q4: 363,197 shares 363,197 $22.7M 0.03% +44,807 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,448 shares; 2025Q1: 17,660 shares; 2025Q2: 85,507 shares; 2025Q3: 194,695 shares; 2025Q4: 425,889 shares 425,889 $22.5M 0.03% +231,194 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: 107,338 shares; 2024Q4: 149,352 shares; 2025Q1: 180,302 shares; 2025Q2: 163,247 shares; 2025Q3: 193,868 shares; 2025Q4: 108,574 shares 108,574 $22.3M 0.03% -85,294 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: 262,745 shares; 2024Q4: 706,947 shares; 2025Q1: 671,303 shares; 2025Q2: 693,121 shares; 2025Q3: 774,495 shares; 2025Q4: 847,613 shares 847,613 $22.2M 0.03% +73,118 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: 279,100 shares; 2024Q4: 250,083 shares; 2025Q1: 199,190 shares; 2025Q2: 228,088 shares; 2025Q3: 243,665 shares; 2025Q4: 253,575 shares 253,575 $22.1M 0.03% +9,910 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,341 shares; 2024Q4: 18,482 shares; 2025Q1: 17,076 shares; 2025Q2: 18,870 shares; 2025Q3: 77,517 shares; 2025Q4: 79,005 shares 79,005 $22.1M 0.03% +1,488 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,966 shares; 2024Q4: 73,774 shares; 2025Q1: 74,541 shares; 2025Q2: 80,342 shares; 2025Q3: 77,967 shares; 2025Q4: 38,285 shares 38,285 $22M 0.03% -39,682 Timeline DIVB 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: 531,469 shares; 2024Q4: 510,304 shares; 2025Q1: 451,867 shares; 2025Q2: 453,781 shares; 2025Q3: 430,973 shares; 2025Q4: 409,667 shares 409,667 $21.9M 0.03% -21,306 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,396 shares; 2024Q4: 748,865 shares; 2025Q1: 801,035 shares; 2025Q2: 737,345 shares; 2025Q3: 720,768 shares; 2025Q4: 482,627 shares 482,627 $21.5M 0.03% -238,141 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: 168,439 shares; 2024Q4: 170,536 shares; 2025Q1: 187,633 shares; 2025Q2: 173,748 shares; 2025Q3: 218,798 shares; 2025Q4: 224,554 shares 224,554 $21.4M 0.03% +5,756 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,558 shares; 2024Q4: 136,330 shares; 2025Q1: 141,152 shares; 2025Q2: 132,352 shares; 2025Q3: 132,507 shares; 2025Q4: 132,232 shares 132,232 $21.4M 0.03% -275 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: 776,248 shares; 2024Q4: 758,599 shares; 2025Q1: 611,666 shares; 2025Q2: 761,218 shares; 2025Q3: 773,829 shares; 2025Q4: 773,075 shares 773,075 $21.3M 0.03% -754 Timeline DLN 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: 8,288 shares; 2024Q4: 7,099 shares; 2025Q1: 7,325 shares; 2025Q2: 7,221 shares; 2025Q3: 7,532 shares; 2025Q4: 240,702 shares 240,702 $21.2M 0.03% +233,170 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,958 shares; 2024Q4: 82,984 shares; 2025Q1: 85,432 shares; 2025Q2: 86,761 shares; 2025Q3: 85,238 shares; 2025Q4: 87,798 shares 87,798 $21.1M 0.03% +2,560 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: 38,686 shares; 2024Q4: 39,067 shares; 2025Q1: 38,698 shares; 2025Q2: 40,554 shares; 2025Q3: 42,053 shares; 2025Q4: 45,287 shares 45,287 $21.1M 0.03% +3,234 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 32,665 shares; 2025Q1: 16,605 shares; 2025Q2: 22,192 shares; 2025Q3: 417,592 shares; 2025Q4: 415,211 shares 415,211 $21.1M 0.03% -2,381 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: 94,249 shares; 2024Q4: 91,899 shares; 2025Q1: 59,870 shares; 2025Q2: 80,895 shares; 2025Q3: 76,113 shares; 2025Q4: 174,288 shares 174,288 $20.8M 0.03% +98,175 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,885 shares; 2024Q4: 411,950 shares; 2025Q1: 424,112 shares; 2025Q2: 343,415 shares; 2025Q3: 341,736 shares; 2025Q4: 260,957 shares 260,957 $20.8M 0.03% -80,779 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,697 shares; 2024Q4: 16,069 shares; 2025Q1: 16,930 shares; 2025Q2: 80,857 shares; 2025Q3: 80,041 shares; 2025Q4: 82,616 shares 82,616 $20.7M 0.03% +2,575 Timeline UBND 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: 85,176 shares; 2024Q4: 218,800 shares; 2025Q1: 311,809 shares; 2025Q2: 418,034 shares; 2025Q3: 598,855 shares; 2025Q4: 950,738 shares 950,738 $20.6M 0.03% +351,883 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,099 shares; 2024Q4: 317,602 shares; 2025Q1: 304,809 shares; 2025Q2: 299,064 shares; 2025Q3: 352,108 shares; 2025Q4: 176,486 shares 176,486 $20.5M 0.03% -175,622 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417,820 shares; 2024Q4: 2,417,573 shares; 2025Q1: 1,830,517 shares; 2025Q2: 1,982,015 shares; 2025Q3: 2,448,128 shares; 2025Q4: 2,439,074 shares 2,439,074 $20.3M 0.03% -9,054 CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,300 shares; 2024Q4: 729,147 shares; 2025Q1: 724,308 shares; 2025Q2: 707,316 shares; 2025Q3: 686,010 shares; 2025Q4: 583,555 shares 583,555 $20.2M 0.03% -102,455 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: 122,608 shares; 2024Q4: 167,789 shares; 2025Q1: 70,613 shares; 2025Q2: 105,846 shares; 2025Q3: 99,783 shares; 2025Q4: 129,935 shares 129,935 $20.2M 0.03% +30,152 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,555 shares; 2024Q4: 755,910 shares; 2025Q1: 747,207 shares; 2025Q2: 607,398 shares; 2025Q3: 393,858 shares; 2025Q4: 609,522 shares 609,522 $19.9M 0.03% +215,664 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: 227,943 shares; 2024Q4: 187,889 shares; 2025Q1: 176,289 shares; 2025Q2: 250,810 shares; 2025Q3: 251,969 shares; 2025Q4: 246,829 shares 246,829 $19.8M 0.03% -5,140 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,401 shares; 2024Q4: 124,866 shares; 2025Q1: 126,560 shares; 2025Q2: 121,708 shares; 2025Q3: 133,566 shares; 2025Q4: 132,786 shares 132,786 $19.8M 0.03% -780 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 4,784 shares; 2025Q1: 6,573 shares; 2025Q2: 6,004 shares; 2025Q3: 43,242 shares; 2025Q4: 218,285 shares 218,285 $19.7M 0.03% +175,043 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: 158,326 shares; 2024Q4: 153,142 shares; 2025Q1: 146,851 shares; 2025Q2: 146,423 shares; 2025Q3: 159,373 shares; 2025Q4: 170,373 shares 170,373 $19.6M 0.03% +11,000 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,678 shares; 2024Q4: 115,060 shares; 2025Q1: 119,701 shares; 2025Q2: 113,833 shares; 2025Q3: 20,295 shares; 2025Q4: 105,285 shares 105,285 $19.5M 0.03% +84,990 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: 99,546 shares; 2024Q4: 96,734 shares; 2025Q1: 80,678 shares; 2025Q2: 84,841 shares; 2025Q3: 119,377 shares; 2025Q4: 120,775 shares 120,775 $19.4M 0.03% +1,398 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,715 shares; 2024Q4: 376,713 shares; 2025Q1: 325,063 shares; 2025Q2: 326,256 shares; 2025Q3: 323,984 shares; 2025Q4: 320,510 shares 320,510 $19.4M 0.03% -3,474 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: 104,462 shares; 2024Q4: 100,939 shares; 2025Q1: 196,494 shares; 2025Q2: 89,618 shares; 2025Q3: 83,926 shares; 2025Q4: 136,147 shares 136,147 $19.2M 0.03% +52,221 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: 188,363 shares; 2024Q4: 197,257 shares; 2025Q1: 187,154 shares; 2025Q2: 193,710 shares; 2025Q3: 212,378 shares; 2025Q4: 208,747 shares 208,747 $19.2M 0.03% -3,631 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739,599 shares 739,599 $19M 0.03% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,749 shares; 2024Q4: 184,553 shares; 2025Q1: 129,669 shares; 2025Q2: 113,896 shares; 2025Q3: 111,707 shares; 2025Q4: 77,099 shares 77,099 $19M 0.03% -34,608 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: 98,206 shares; 2024Q4: 80,437 shares; 2025Q1: 81,354 shares; 2025Q2: 81,169 shares; 2025Q3: 89,612 shares; 2025Q4: 93,752 shares 93,752 $18.7M 0.03% +4,140 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,298 shares; 2024Q4: 167,110 shares; 2025Q1: 160,923 shares; 2025Q2: 153,536 shares; 2025Q3: 28,277 shares; 2025Q4: 148,182 shares 148,182 $18.7M 0.03% +119,905 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,733 shares; 2024Q4: 114,998 shares; 2025Q1: 221,746 shares; 2025Q2: 111,614 shares; 2025Q3: 124,133 shares; 2025Q4: 131,141 shares 131,141 $18.5M 0.03% +7,008 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730,321 shares; 2024Q4: 687,786 shares; 2025Q1: 445,999 shares; 2025Q2: 350,774 shares; 2025Q3: not reported; 2025Q4: 273,148 shares 273,148 $18.4M 0.03% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,112 shares; 2024Q4: 1,098,387 shares; 2025Q1: 1,249,078 shares; 2025Q2: 1,733,405 shares; 2025Q3: 1,918,487 shares; 2025Q4: 1,449,870 shares 1,449,870 $18.1M 0.02% -468,617 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: 224,363 shares; 2024Q4: 210,439 shares; 2025Q1: 307,944 shares; 2025Q2: 155,886 shares; 2025Q3: 225,732 shares; 2025Q4: 249,160 shares 249,160 $18.1M 0.02% +23,428 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: 669,940 shares; 2024Q4: 577,039 shares; 2025Q1: 456,453 shares; 2025Q2: 394,098 shares; 2025Q3: 294,578 shares; 2025Q4: 309,097 shares 309,097 $18M 0.02% +14,519 Timeline DFGR 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: 2,047,749 shares; 2024Q4: 1,786,962 shares; 2025Q1: 1,290,238 shares; 2025Q2: 967,509 shares; 2025Q3: 578,381 shares; 2025Q4: 682,977 shares 682,977 $18M 0.02% +104,596 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 11,325 shares; 2025Q1: 10,113 shares; 2025Q2: 16,340 shares; 2025Q3: 34,046 shares; 2025Q4: 33,577 shares 33,577 $18M 0.02% -469 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: 64,708 shares; 2024Q4: 61,027 shares; 2025Q1: 63,761 shares; 2025Q2: 64,907 shares; 2025Q3: 31,197 shares; 2025Q4: 36,926 shares 36,926 $17.7M 0.02% +5,729 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,073 shares; 2024Q4: 91,690 shares; 2025Q1: 87,886 shares; 2025Q2: 81,436 shares; 2025Q3: 81,593 shares; 2025Q4: 86,229 shares 86,229 $17.7M 0.02% +4,636 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,229 shares; 2024Q4: 216,142 shares; 2025Q1: 223,772 shares; 2025Q2: 220,275 shares; 2025Q3: 202,524 shares; 2025Q4: 211,327 shares 211,327 $17.5M 0.02% +8,803 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: 125,257 shares; 2024Q4: 115,942 shares; 2025Q1: 110,713 shares; 2025Q2: 104,276 shares; 2025Q3: 48,874 shares; 2025Q4: 123,867 shares 123,867 $17.5M 0.02% +74,993 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: 81,702 shares; 2024Q4: 79,086 shares; 2025Q1: 77,926 shares; 2025Q2: 61,055 shares; 2025Q3: 60,642 shares; 2025Q4: 67,196 shares 67,196 $17.4M 0.02% +6,554 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: 136,702 shares; 2024Q4: 134,187 shares; 2025Q1: 138,331 shares; 2025Q2: 106,363 shares; 2025Q3: 138,229 shares; 2025Q4: 219,216 shares 219,216 $17.4M 0.02% +80,987 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: 49,912 shares; 2024Q4: 50,191 shares; 2025Q1: 48,681 shares; 2025Q2: 48,741 shares; 2025Q3: 51,955 shares; 2025Q4: 61,211 shares 61,211 $17.3M 0.02% +9,256 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: 53,189 shares; 2024Q4: 52,513 shares; 2025Q1: 50,904 shares; 2025Q2: 50,927 shares; 2025Q3: 46,229 shares; 2025Q4: 57,952 shares 57,952 $17.2M 0.02% +11,723 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,076 shares; 2024Q4: 239,163 shares; 2025Q1: 237,133 shares; 2025Q2: 237,840 shares; 2025Q3: 6,590 shares; 2025Q4: 216,438 shares 216,438 $17.1M 0.02% +209,848 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,992 shares; 2024Q4: 254,192 shares; 2025Q1: 253,790 shares; 2025Q2: 250,845 shares; 2025Q3: 247,057 shares; 2025Q4: 110,326 shares 110,326 $17M 0.02% -136,731 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,166 shares; 2024Q4: 80,181 shares; 2025Q1: 77,974 shares; 2025Q2: 73,145 shares; 2025Q3: 59,719 shares; 2025Q4: 56,148 shares 56,148 $16.9M 0.02% -3,571 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: 192,066 shares; 2024Q4: 188,130 shares; 2025Q1: 186,729 shares; 2025Q2: 187,219 shares; 2025Q3: 145,312 shares; 2025Q4: 193,913 shares 193,913 $16.9M 0.02% +48,601 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,542 shares; 2024Q4: 129,654 shares; 2025Q1: 124,523 shares; 2025Q2: 87,071 shares; 2025Q3: 83,673 shares; 2025Q4: 81,342 shares 81,342 $16.8M 0.02% -2,331 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: 16,506 shares; 2024Q4: 15,046 shares; 2025Q1: 16,820 shares; 2025Q2: 17,069 shares; 2025Q3: 19,462 shares; 2025Q4: 20,527 shares 20,527 $16.7M 0.02% +1,065 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: 289,352 shares; 2024Q4: 244,579 shares; 2025Q1: 134,750 shares; 2025Q2: 103,737 shares; 2025Q3: 100,071 shares; 2025Q4: 85,346 shares 85,346 $16.6M 0.02% -14,725 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,106 shares; 2024Q4: 598,918 shares; 2025Q1: 412,758 shares; 2025Q2: 374,193 shares; 2025Q3: 478,229 shares; 2025Q4: 279,823 shares 279,823 $16.5M 0.02% -198,406 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,594 shares; 2024Q4: 16,507 shares; 2025Q1: 15,961 shares; 2025Q2: 15,396 shares; 2025Q3: 10,107 shares; 2025Q4: 9,689 shares 9,689 $16.5M 0.02% -418 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,210 shares; 2024Q4: 250,429 shares; 2025Q1: 242,881 shares; 2025Q2: 229,095 shares; 2025Q3: 218,056 shares; 2025Q4: 206,122 shares 206,122 $16.5M 0.02% -11,934 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: 27,262 shares; 2024Q4: 30,116 shares; 2025Q1: 30,667 shares; 2025Q2: 32,154 shares; 2025Q3: 33,128 shares; 2025Q4: 34,972 shares 34,972 $16.4M 0.02% +1,844 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,410 shares; 2024Q4: 175,278 shares; 2025Q1: 172,744 shares; 2025Q2: 200,346 shares; 2025Q3: 198,097 shares; 2025Q4: 203,396 shares 203,396 $16.4M 0.02% +5,299 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,234 shares; 2025Q3: 222,496 shares; 2025Q4: 234,037 shares 234,037 $16.3M 0.02% +11,541 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,207 shares; 2024Q4: 305,330 shares; 2025Q1: 261,999 shares; 2025Q2: 248,389 shares; 2025Q3: 248,278 shares; 2025Q4: 275,056 shares 275,056 $16.1M 0.02% +26,778 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: 2,753,799 shares; 2024Q4: 2,685,879 shares; 2025Q1: 2,653,236 shares; 2025Q2: 2,614,554 shares; 2025Q3: 2,786,800 shares; 2025Q4: 349,585 shares 349,585 $15.9M 0.02% -2,437,215 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,929 shares; 2024Q4: 12,842 shares; 2025Q1: 181,261 shares; 2025Q2: 162,071 shares; 2025Q3: 163,480 shares; 2025Q4: 156,555 shares 156,555 $15.9M 0.02% -6,925 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: 69,880 shares; 2024Q4: 43,105 shares; 2025Q1: 41,560 shares; 2025Q2: 15,937 shares; 2025Q3: 43,979 shares; 2025Q4: 130,068 shares 130,068 $15.8M 0.02% +86,089 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,730 shares; 2024Q4: 441,226 shares; 2025Q1: not reported; 2025Q2: 366,162 shares; 2025Q3: 284,475 shares; 2025Q4: 257,781 shares 257,781 $15.8M 0.02% -26,694 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,836 shares; 2024Q4: 74,301 shares; 2025Q1: 75,981 shares; 2025Q2: 73,436 shares; 2025Q3: 77,163 shares; 2025Q4: 84,725 shares 84,725 $15.7M 0.02% +7,562 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,887 shares; 2024Q4: 247,975 shares; 2025Q1: 234,350 shares; 2025Q2: 231,024 shares; 2025Q3: 201,797 shares; 2025Q4: 219,032 shares 219,032 $15.6M 0.02% +17,235 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,523 shares; 2024Q4: 349,385 shares; 2025Q1: 325,335 shares; 2025Q2: 300,733 shares; 2025Q3: 345,739 shares; 2025Q4: 184,658 shares 184,658 $15.6M 0.02% -161,081 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,139 shares; 2024Q4: 41,517 shares; 2025Q1: 38,762 shares; 2025Q2: 38,783 shares; 2025Q3: 43,220 shares; 2025Q4: 45,818 shares 45,818 $15.5M 0.02% +2,598 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: 93,841 shares; 2024Q4: 81,599 shares; 2025Q1: 83,006 shares; 2025Q2: 86,918 shares; 2025Q3: 177,622 shares; 2025Q4: 184,361 shares 184,361 $15.4M 0.02% +6,739 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,632 shares; 2024Q4: 197,920 shares; 2025Q1: 115,571 shares; 2025Q2: 118,324 shares; 2025Q3: 100,885 shares; 2025Q4: 105,155 shares 105,155 $15.2M 0.02% +4,270 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,616 shares; 2024Q4: 120,269 shares; 2025Q1: 109,394 shares; 2025Q2: 113,615 shares; 2025Q3: 111,061 shares; 2025Q4: 119,018 shares 119,018 $15.1M 0.02% +7,957 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873,872 shares; 2024Q4: 1,629,343 shares; 2025Q1: 498,433 shares; 2025Q2: 481,842 shares; 2025Q3: 472,126 shares; 2025Q4: 444,451 shares 444,451 $15M 0.02% -27,675 Timeline AVSC 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: 225,435 shares; 2024Q4: 243,385 shares; 2025Q1: 242,946 shares; 2025Q2: 197,605 shares; 2025Q3: 203,397 shares; 2025Q4: 214,423 shares 214,423 $15M 0.02% +11,026 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,313 shares; 2024Q4: 33,986 shares; 2025Q1: 31,241 shares; 2025Q2: 39,069 shares; 2025Q3: 281,335 shares; 2025Q4: 280,102 shares 280,102 $14.9M 0.02% -1,233 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,727 shares; 2024Q4: 116,896 shares; 2025Q1: 116,645 shares; 2025Q2: 116,762 shares; 2025Q3: 116,713 shares; 2025Q4: 108,100 shares 108,100 $14.9M 0.02% -8,613 Timeline MDYG 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: 204,879 shares; 2024Q4: 159,620 shares; 2025Q1: 145,047 shares; 2025Q2: 148,326 shares; 2025Q3: 139,771 shares; 2025Q4: 159,559 shares 159,559 $14.9M 0.02% +19,788 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,991 shares; 2024Q4: 182,084 shares; 2025Q1: 170,165 shares; 2025Q2: 193,495 shares; 2025Q3: 215,337 shares; 2025Q4: 201,510 shares 201,510 $14.8M 0.02% -13,827 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: 21,752 shares; 2024Q4: 18,460 shares; 2025Q1: 75,158 shares; 2025Q2: 41,919 shares; 2025Q3: 34,883 shares; 2025Q4: 43,185 shares 43,185 $14.8M 0.02% +8,302 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS 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: 189,755 shares; 2025Q3: 252,132 shares; 2025Q4: 636,358 shares 636,358 $14.8M 0.02% +384,226 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,454 shares; 2024Q4: 317,947 shares; 2025Q1: 272,654 shares; 2025Q2: 243,644 shares; 2025Q3: 223,715 shares; 2025Q4: 206,056 shares 206,056 $14.8M 0.02% -17,659 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: 171,631 shares; 2024Q4: 154,849 shares; 2025Q1: 136,408 shares; 2025Q2: 148,462 shares; 2025Q3: 98,737 shares; 2025Q4: 343,469 shares 343,469 $14.7M 0.02% +244,732 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,399 shares; 2024Q4: 84,411 shares; 2025Q1: 76,408 shares; 2025Q2: 75,605 shares; 2025Q3: 24,791 shares; 2025Q4: 74,858 shares 74,858 $14.5M 0.02% +50,067 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,753 shares; 2024Q4: 136,551 shares; 2025Q1: 138,602 shares; 2025Q2: 147,919 shares; 2025Q3: 139,262 shares; 2025Q4: 143,921 shares 143,921 $14.5M 0.02% +4,659 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: 93,774 shares; 2024Q4: 95,088 shares; 2025Q1: 97,854 shares; 2025Q2: 193,770 shares; 2025Q3: 49,152 shares; 2025Q4: 191,036 shares 191,036 $14.5M 0.02% +141,884 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: 147,577 shares; 2024Q4: 122,456 shares; 2025Q1: 118,000 shares; 2025Q2: 113,949 shares; 2025Q3: 110,435 shares; 2025Q4: 109,615 shares 109,615 $14.4M 0.02% -820 Timeline EWJ 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: 234,404 shares; 2024Q4: 223,232 shares; 2025Q1: 296,178 shares; 2025Q2: 162,900 shares; 2025Q3: 175,829 shares; 2025Q4: 178,089 shares 178,089 $14.4M 0.02% +2,260 Timeline VAW 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: 86,306 shares; 2024Q4: 83,815 shares; 2025Q1: 78,599 shares; 2025Q2: 73,513 shares; 2025Q3: 10,393 shares; 2025Q4: 69,246 shares 69,246 $14.4M 0.02% +58,853 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,129 shares; 2024Q4: 266,044 shares; 2025Q1: 235,527 shares; 2025Q2: 236,209 shares; 2025Q3: 224,377 shares; 2025Q4: 213,558 shares 213,558 $14.4M 0.02% -10,819 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: 396,587 shares; 2024Q4: 353,561 shares; 2025Q1: 281,385 shares; 2025Q2: 239,902 shares; 2025Q3: 190,518 shares; 2025Q4: 193,597 shares 193,597 $14.3M 0.02% +3,079 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,567 shares; 2024Q4: 114,124 shares; 2025Q1: 110,979 shares; 2025Q2: 110,179 shares; 2025Q3: 124,763 shares; 2025Q4: 121,523 shares 121,523 $14.3M 0.02% -3,240 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,093 shares; 2024Q4: 22,282 shares; 2025Q1: 25,343 shares; 2025Q2: 43,534 shares; 2025Q3: 545,620 shares; 2025Q4: 235,301 shares 235,301 $14.2M 0.02% -310,319 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,678 shares; 2024Q4: 474,213 shares; 2025Q1: 620,895 shares; 2025Q2: 590,725 shares; 2025Q3: 594,717 shares; 2025Q4: 210,725 shares 210,725 $14.2M 0.02% -383,992 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: 25,853 shares; 2024Q4: 25,690 shares; 2025Q1: 123,660 shares; 2025Q2: 146,432 shares; 2025Q3: 165,207 shares; 2025Q4: 181,349 shares 181,349 $14.1M 0.02% +16,142 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,563 shares; 2024Q4: 90,111 shares; 2025Q1: 89,275 shares; 2025Q2: 81,580 shares; 2025Q3: 78,079 shares; 2025Q4: 99,888 shares 99,888 $13.9M 0.02% +21,809 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,513 shares; 2024Q4: 88,207 shares; 2025Q1: 101,042 shares; 2025Q2: 99,552 shares; 2025Q3: 95,330 shares; 2025Q4: 100,753 shares 100,753 $13.9M 0.02% +5,423 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: 92,961 shares; 2024Q4: 91,355 shares; 2025Q1: 88,046 shares; 2025Q2: 89,180 shares; 2025Q3: 94,418 shares; 2025Q4: 117,922 shares 117,922 $13.9M 0.02% +23,504 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,006 shares; 2024Q4: 131,513 shares; 2025Q1: 138,590 shares; 2025Q2: 139,230 shares; 2025Q3: 133,187 shares; 2025Q4: 138,879 shares 138,879 $13.8M 0.02% +5,692 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,513 shares; 2024Q4: 47,691 shares; 2025Q1: 45,558 shares; 2025Q2: 47,440 shares; 2025Q3: 49,098 shares; 2025Q4: 49,002 shares 49,002 $13.7M 0.02% -96 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: not reported; 2024Q4: not reported; 2025Q1: 15,528 shares; 2025Q2: 5,236 shares; 2025Q3: 115,518 shares; 2025Q4: 105,648 shares 105,648 $13.6M 0.02% -9,870 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: 214,473 shares; 2024Q4: 224,732 shares; 2025Q1: 204,191 shares; 2025Q2: 200,408 shares; 2025Q3: 194,562 shares; 2025Q4: 201,416 shares 201,416 $13.5M 0.02% +6,854 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,432 shares; 2024Q4: 63,403 shares; 2025Q1: 60,069 shares; 2025Q2: 120,692 shares; 2025Q3: 180,684 shares; 2025Q4: 147,331 shares 147,331 $13.5M 0.02% -33,353 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,587 shares; 2024Q4: 344,302 shares; 2025Q1: not reported; 2025Q2: 306,453 shares; 2025Q3: 263,287 shares; 2025Q4: 263,271 shares 263,271 $13.5M 0.02% -16 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: 25,433 shares; 2024Q4: 24,213 shares; 2025Q1: 23,947 shares; 2025Q2: 22,899 shares; 2025Q3: 25,895 shares; 2025Q4: 27,420 shares 27,420 $13.4M 0.02% +1,525 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: 170,077 shares; 2024Q4: 169,602 shares; 2025Q1: 161,485 shares; 2025Q2: 143,428 shares; 2025Q3: 42,435 shares; 2025Q4: 129,854 shares 129,854 $13.3M 0.02% +87,419 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: 20,243 shares; 2024Q4: 5,779 shares; 2025Q1: 9,799 shares; 2025Q2: 8,030 shares; 2025Q3: 11,881 shares; 2025Q4: 196,600 shares 196,600 $13.2M 0.02% +184,719 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,152 shares; 2024Q4: 190,154 shares; 2025Q1: 177,841 shares; 2025Q2: 180,929 shares; 2025Q3: 183,693 shares; 2025Q4: 179,210 shares 179,210 $13.2M 0.02% -4,483 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: 159,239 shares; 2024Q4: 152,165 shares; 2025Q1: 149,856 shares; 2025Q2: 145,133 shares; 2025Q3: 146,470 shares; 2025Q4: 189,365 shares 189,365 $13.1M 0.02% +42,895 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: 721,342 shares; 2024Q4: 726,435 shares; 2025Q1: 728,576 shares; 2025Q2: 719,584 shares; 2025Q3: 712,225 shares; 2025Q4: 755,843 shares 755,843 $13.1M 0.02% +43,618 Timeline ILCG 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: 102,718 shares; 2024Q4: 119,672 shares; 2025Q1: 250,294 shares; 2025Q2: 118,938 shares; 2025Q3: 122,449 shares; 2025Q4: 125,495 shares 125,495 $13.1M 0.02% +3,046 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: 207,519 shares; 2024Q4: 199,108 shares; 2025Q1: 178,325 shares; 2025Q2: 166,758 shares; 2025Q3: 130,891 shares; 2025Q4: 149,430 shares 149,430 $13.1M 0.02% +18,539 Timeline QQEW 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: 85,696 shares; 2024Q4: 87,733 shares; 2025Q1: 92,622 shares; 2025Q2: 93,192 shares; 2025Q3: 95,762 shares; 2025Q4: 90,727 shares 90,727 $13M 0.02% -5,035 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: 90,946 shares; 2024Q4: 64,999 shares; 2025Q1: 81,357 shares; 2025Q2: 81,884 shares; 2025Q3: 96,478 shares; 2025Q4: 129,422 shares 129,422 $12.9M 0.02% +32,944 Timeline