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: 21,368,471 shares; 2024Q4: 21,653,460 shares; 2025Q1: 21,831,744 shares; 2025Q2: 22,229,974 shares; 2025Q3: 22,735,267 shares; 2025Q4: 22,993,006 shares 22,993,006 $15.7B 11.27% +257,739 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: 91,686,451 shares; 2024Q4: 100,567,828 shares; 2025Q1: 108,563,586 shares; 2025Q2: 114,896,140 shares; 2025Q3: 124,942,968 shares; 2025Q4: 117,781,202 shares 117,781,202 $8.72B 6.24% -7,161,766 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: 145,118,743 shares; 2024Q4: 143,281,080 shares; 2025Q1: 138,346,303 shares; 2025Q2: 132,070,439 shares; 2025Q3: 128,084,556 shares; 2025Q4: 124,175,031 shares 124,175,031 $7.76B 5.55% -3,909,525 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: 53,357,013 shares; 2024Q4: 68,708,048 shares; 2025Q1: 86,619,802 shares; 2025Q2: 99,636,348 shares; 2025Q3: 112,764,556 shares; 2025Q4: 125,134,437 shares 125,134,437 $5.56B 3.98% +12,369,881 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: 73,250,119 shares; 2024Q4: 76,994,604 shares; 2025Q1: 80,140,007 shares; 2025Q2: 83,062,157 shares; 2025Q3: 87,966,062 shares; 2025Q4: 92,668,609 shares 92,668,609 $5.37B 3.84% +4,702,547 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: 70,336,905 shares; 2024Q4: 70,663,640 shares; 2025Q1: 72,470,640 shares; 2025Q2: 73,244,097 shares; 2025Q3: 75,109,409 shares; 2025Q4: 76,276,642 shares 76,276,642 $5.13B 3.67% +1,167,233 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: 12,839,996 shares; 2024Q4: 12,731,448 shares; 2025Q1: 12,677,960 shares; 2025Q2: 12,591,614 shares; 2025Q3: 12,394,725 shares; 2025Q4: 12,216,959 shares 12,216,959 $3.85B 2.75% -177,766 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,615,504 shares; 2024Q4: 10,295,510 shares; 2025Q1: 10,175,738 shares; 2025Q2: 10,174,834 shares; 2025Q3: 10,884,515 shares; 2025Q4: 11,310,582 shares 11,310,582 $3.07B 2.2% +426,067 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: 29,491,836 shares; 2024Q4: 30,413,021 shares; 2025Q1: 30,820,373 shares; 2025Q2: 31,140,324 shares; 2025Q3: 32,029,687 shares; 2025Q4: 32,800,149 shares 32,800,149 $2.63B 1.88% +770,462 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: 8,180,070 shares; 2024Q4: 8,086,671 shares; 2025Q1: 8,212,002 shares; 2025Q2: 8,406,520 shares; 2025Q3: 8,331,100 shares; 2025Q4: 8,415,358 shares 8,415,358 $2.44B 1.75% +84,258 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: 7,599,372 shares; 2024Q4: 8,817,922 shares; 2025Q1: 9,335,009 shares; 2025Q2: 9,143,670 shares; 2025Q3: 11,481,241 shares; 2025Q4: 12,548,619 shares 12,548,619 $2.34B 1.68% +1,067,378 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: 27,919,139 shares; 2024Q4: 82,467,395 shares; 2025Q1: 82,661,328 shares; 2025Q2: 81,577,917 shares; 2025Q3: 80,734,185 shares; 2025Q4: 83,812,325 shares 83,812,325 $2.26B 1.61% +3,078,140 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: 24,067,807 shares; 2024Q4: 24,612,975 shares; 2025Q1: 25,005,319 shares; 2025Q2: 25,511,256 shares; 2025Q3: 26,438,339 shares; 2025Q4: 26,568,303 shares 26,568,303 $2.23B 1.59% +129,964 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: 6,339,510 shares; 2024Q4: 9,618,979 shares; 2025Q1: 14,443,482 shares; 2025Q2: 18,388,604 shares; 2025Q3: 20,621,860 shares; 2025Q4: 22,592,408 shares 22,592,408 $2.12B 1.52% +1,970,548 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: 554,536 shares; 2024Q4: 543,819 shares; 2025Q1: 551,766 shares; 2025Q2: 513,072 shares; 2025Q3: 518,674 shares; 2025Q4: 26,106,715 shares 26,106,715 $2.06B 1.47% +25,588,041 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976,452 shares; 2024Q4: 2,941,899 shares; 2025Q1: 2,989,193 shares; 2025Q2: 2,931,720 shares; 2025Q3: 2,984,649 shares; 2025Q4: 3,014,752 shares 3,014,752 $2.06B 1.47% +30,103 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: 6,826,515 shares; 2024Q4: 6,620,100 shares; 2025Q1: 6,539,772 shares; 2025Q2: 6,351,163 shares; 2025Q3: 6,204,269 shares; 2025Q4: 6,067,010 shares 6,067,010 $2.03B 1.46% -137,259 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: 6,185,424 shares; 2024Q4: 7,991,514 shares; 2025Q1: 11,240,479 shares; 2025Q2: 14,595,072 shares; 2025Q3: 16,802,461 shares; 2025Q4: 18,844,762 shares 18,844,762 $1.92B 1.38% +2,042,301 Timeline XLRE 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: 29,147,305 shares; 2024Q4: 31,927,658 shares; 2025Q1: 34,507,302 shares; 2025Q2: 37,386,268 shares; 2025Q3: 40,704,991 shares; 2025Q4: 44,493,176 shares 44,493,176 $1.8B 1.29% +3,788,185 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: 11,211,136 shares; 2024Q4: 13,243,407 shares; 2025Q1: 16,821,024 shares; 2025Q2: 20,228,460 shares; 2025Q3: 22,684,991 shares; 2025Q4: 24,835,701 shares 24,835,701 $1.73B 1.24% +2,150,710 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559,944 shares; 2024Q4: 2,655,768 shares; 2025Q1: 2,784,681 shares; 2025Q2: 2,915,631 shares; 2025Q3: 3,344,533 shares; 2025Q4: 3,517,731 shares 3,517,731 $1.7B 1.22% +173,198 Timeline SPSB 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: 37,094,244 shares; 2024Q4: 40,362,015 shares; 2025Q1: 43,214,109 shares; 2025Q2: 45,354,564 shares; 2025Q3: 48,756,348 shares; 2025Q4: 50,904,613 shares 50,904,613 $1.54B 1.1% +2,148,265 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: 12,627,580 shares; 2024Q4: 13,224,764 shares; 2025Q1: 13,121,147 shares; 2025Q2: 12,339,988 shares; 2025Q3: 13,191,212 shares; 2025Q4: 13,555,369 shares 13,555,369 $1.45B 1.04% +364,157 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,519,446 shares; 2024Q4: 17,995,579 shares; 2025Q1: 17,699,815 shares; 2025Q2: 17,982,959 shares; 2025Q3: 17,808,671 shares; 2025Q4: 17,555,598 shares 17,555,598 $1.45B 1.04% -253,073 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: 2,709,007 shares; 2024Q4: 2,701,189 shares; 2025Q1: 2,761,647 shares; 2025Q2: 2,764,486 shares; 2025Q3: 2,794,034 shares; 2025Q4: 2,855,073 shares 2,855,073 $1.44B 1.03% +61,039 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: 24,963,386 shares; 2024Q4: 25,130,883 shares; 2025Q1: 26,149,018 shares; 2025Q2: 26,851,781 shares; 2025Q3: 26,101,247 shares; 2025Q4: 25,032,475 shares 25,032,475 $1.26B 0.9% -1,068,772 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: 16,156,844 shares; 2024Q4: 14,891,985 shares; 2025Q1: 14,212,091 shares; 2025Q2: 13,676,143 shares; 2025Q3: 13,258,724 shares; 2025Q4: 12,870,569 shares 12,870,569 $1.14B 0.82% -388,155 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: 11,557,959 shares; 2024Q4: 12,733,211 shares; 2025Q1: 13,762,501 shares; 2025Q2: 15,055,511 shares; 2025Q3: 16,456,953 shares; 2025Q4: 17,856,346 shares 17,856,346 $1.07B 0.77% +1,399,393 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: 12,631,424 shares; 2024Q4: 12,879,420 shares; 2025Q1: 12,704,025 shares; 2025Q2: 12,373,724 shares; 2025Q3: 11,970,111 shares; 2025Q4: 10,644,543 shares 10,644,543 $1.06B 0.76% -1,325,568 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: 22,995,882 shares; 2024Q4: 23,247,782 shares; 2025Q1: 22,673,981 shares; 2025Q2: 22,882,892 shares; 2025Q3: 22,369,067 shares; 2025Q4: 22,040,467 shares 22,040,467 $1.03B 0.74% -328,600 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: 21,048,811 shares; 2024Q4: 41,738,185 shares; 2025Q1: 41,257,141 shares; 2025Q2: 41,355,792 shares; 2025Q3: 40,928,992 shares; 2025Q4: 41,856,869 shares 41,856,869 $1.01B 0.72% +927,877 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: 20,014,773 shares; 2024Q4: 19,405,127 shares; 2025Q1: 19,008,101 shares; 2025Q2: 18,875,383 shares; 2025Q3: 18,604,973 shares; 2025Q4: 18,380,259 shares 18,380,259 $988M 0.71% -224,714 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: 1,254,474 shares; 2024Q4: 1,262,187 shares; 2025Q1: 1,321,307 shares; 2025Q2: 1,343,735 shares; 2025Q3: 1,394,852 shares; 2025Q4: 1,513,193 shares 1,513,193 $949M 0.68% +118,341 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099,667 shares; 2024Q4: 3,280,141 shares; 2025Q1: 3,401,986 shares; 2025Q2: 3,510,082 shares; 2025Q3: 3,876,106 shares; 2025Q4: 4,065,394 shares 4,065,394 $938M 0.67% +189,288 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: 9,830,646 shares; 2024Q4: 28,594,739 shares; 2025Q1: 28,918,993 shares; 2025Q2: 29,603,590 shares; 2025Q3: 29,528,019 shares; 2025Q4: 30,436,442 shares 30,436,442 $915M 0.66% +908,423 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946,827 shares; 2024Q4: 1,973,686 shares; 2025Q1: 2,169,862 shares; 2025Q2: 2,297,999 shares; 2025Q3: 2,564,366 shares; 2025Q4: 2,712,504 shares 2,712,504 $849M 0.61% +148,138 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: 14,143,862 shares; 2024Q4: 14,071,843 shares; 2025Q1: 13,945,494 shares; 2025Q2: 14,095,721 shares; 2025Q3: 13,907,074 shares; 2025Q4: 13,707,684 shares 13,707,684 $816M 0.58% -199,390 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: 21,228,179 shares; 2024Q4: 20,433,800 shares; 2025Q1: 20,078,302 shares; 2025Q2: 19,526,618 shares; 2025Q3: 19,125,476 shares; 2025Q4: 18,906,934 shares 18,906,934 $619M 0.44% -218,542 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: 779,322 shares; 2024Q4: 846,244 shares; 2025Q1: 961,859 shares; 2025Q2: 1,081,125 shares; 2025Q3: 1,517,896 shares; 2025Q4: 1,701,196 shares 1,701,196 $589M 0.42% +183,300 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: 716,847 shares; 2024Q4: 728,996 shares; 2025Q1: 779,775 shares; 2025Q2: 887,651 shares; 2025Q3: 849,468 shares; 2025Q4: 890,294 shares 890,294 $588M 0.42% +40,826 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: 1,544,297 shares; 2024Q4: 1,545,624 shares; 2025Q1: 1,596,260 shares; 2025Q2: 1,678,127 shares; 2025Q3: 1,786,103 shares; 2025Q4: 1,774,084 shares 1,774,084 $557M 0.4% -12,019 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880,342 shares; 2024Q4: 1,894,751 shares; 2025Q1: 1,998,547 shares; 2025Q2: 1,965,440 shares; 2025Q3: 1,964,964 shares; 2025Q4: 2,125,744 shares 2,125,744 $548M 0.39% +160,780 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: 3,685,987 shares; 2024Q4: 3,649,157 shares; 2025Q1: 3,619,849 shares; 2025Q2: 3,603,154 shares; 2025Q3: 3,575,036 shares; 2025Q4: 3,618,754 shares 3,618,754 $519M 0.37% +43,718 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139,115 shares; 2024Q4: 1,179,960 shares; 2025Q1: 1,335,043 shares; 2025Q2: 1,364,887 shares; 2025Q3: 1,460,896 shares; 2025Q4: 1,499,252 shares 1,499,252 $483M 0.35% +38,356 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: 896,484 shares; 2024Q4: 863,404 shares; 2025Q1: 878,790 shares; 2025Q2: 858,358 shares; 2025Q3: 911,747 shares; 2025Q4: 988,501 shares 988,501 $445M 0.32% +76,754 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,699,563 shares; 2024Q4: 24,294,749 shares; 2025Q1: 23,399,832 shares; 2025Q2: 22,634,627 shares; 2025Q3: 21,709,204 shares; 2025Q4: 21,105,120 shares 21,105,120 $441M 0.32% -604,084 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,395 shares; 2024Q4: 604,466 shares; 2025Q1: 651,286 shares; 2025Q2: 655,810 shares; 2025Q3: 695,672 shares; 2025Q4: 707,024 shares 707,024 $434M 0.31% +11,352 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: 228,526 shares; 2024Q4: 235,537 shares; 2025Q1: 257,976 shares; 2025Q2: 266,992 shares; 2025Q3: 353,081 shares; 2025Q4: 382,846 shares 382,846 $411M 0.29% +29,765 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: 5,004,261 shares; 2024Q4: 4,944,508 shares; 2025Q1: 5,002,993 shares; 2025Q2: 4,800,760 shares; 2025Q3: 4,787,999 shares; 2025Q4: 4,760,563 shares 4,760,563 $314M 0.22% -27,436 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: 4,833,346 shares; 2024Q4: 4,696,161 shares; 2025Q1: 4,499,028 shares; 2025Q2: 4,279,272 shares; 2025Q3: 4,145,773 shares; 2025Q4: 4,001,104 shares 4,001,104 $310M 0.22% -144,669 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149,914 shares; 2024Q4: 2,123,293 shares; 2025Q1: 2,143,444 shares; 2025Q2: 2,117,760 shares; 2025Q3: 2,103,130 shares; 2025Q4: 2,084,729 shares 2,084,729 $310M 0.22% -18,401 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486,417 shares; 2024Q4: 2,555,209 shares; 2025Q1: 2,565,673 shares; 2025Q2: 2,636,435 shares; 2025Q3: 2,753,494 shares; 2025Q4: 2,813,439 shares 2,813,439 $300M 0.21% +59,945 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934,244 shares; 2024Q4: 6,831,323 shares; 2025Q1: 6,966,496 shares; 2025Q2: 6,915,048 shares; 2025Q3: 7,360,130 shares; 2025Q4: 8,058,136 shares 8,058,136 $272M 0.2% +698,006 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800,743 shares; 2024Q4: 1,890,313 shares; 2025Q1: 2,023,485 shares; 2025Q2: 2,099,675 shares; 2025Q3: 2,288,739 shares; 2025Q4: 2,426,642 shares 2,426,642 $270M 0.19% +137,903 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: 566,729 shares; 2024Q4: 576,941 shares; 2025Q1: 637,229 shares; 2025Q2: 654,325 shares; 2025Q3: 762,993 shares; 2025Q4: 766,290 shares 766,290 $269M 0.19% +3,297 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,807 shares; 2024Q4: 330,659 shares; 2025Q1: 1,812,788 shares; 2025Q2: 2,970,972 shares; 2025Q3: 3,017,159 shares; 2025Q4: 3,207,074 shares 3,207,074 $265M 0.19% +189,915 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,094,257 shares; 2024Q4: 8,923,341 shares; 2025Q1: 7,037,588 shares; 2025Q2: 5,425,374 shares; 2025Q3: 4,957,148 shares; 2025Q4: 4,516,379 shares 4,516,379 $259M 0.19% -440,769 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: 988,403 shares; 2024Q4: 984,930 shares; 2025Q1: 1,082,877 shares; 2025Q2: 1,055,881 shares; 2025Q3: 1,145,030 shares; 2025Q4: 1,246,657 shares 1,246,657 $258M 0.18% +101,627 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: 3,667,805 shares; 2024Q4: 3,604,136 shares; 2025Q1: 3,559,740 shares; 2025Q2: 3,530,566 shares; 2025Q3: 3,457,489 shares; 2025Q4: 3,426,182 shares 3,426,182 $254M 0.18% -31,307 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: 947,415 shares; 2024Q4: 1,103,362 shares; 2025Q1: 1,108,152 shares; 2025Q2: 1,092,441 shares; 2025Q3: 1,117,273 shares; 2025Q4: 1,126,535 shares 1,126,535 $248M 0.18% +9,262 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: 658,314 shares; 2024Q4: 652,649 shares; 2025Q1: 667,125 shares; 2025Q2: 657,797 shares; 2025Q3: 655,263 shares; 2025Q4: 657,338 shares 657,338 $245M 0.18% +2,075 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801,232 shares; 2024Q4: 1,780,400 shares; 2025Q1: 1,779,468 shares; 2025Q2: 1,766,032 shares; 2025Q3: 1,877,399 shares; 2025Q4: 2,024,122 shares 2,024,122 $244M 0.17% +146,723 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: 2,839,297 shares; 2024Q4: 2,769,313 shares; 2025Q1: 2,910,999 shares; 2025Q2: 2,744,172 shares; 2025Q3: 2,699,593 shares; 2025Q4: 2,683,640 shares 2,683,640 $240M 0.17% -15,953 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: 750,811 shares; 2024Q4: 761,073 shares; 2025Q1: 843,026 shares; 2025Q2: 839,083 shares; 2025Q3: 970,143 shares; 2025Q4: 1,043,813 shares 1,043,813 $239M 0.17% +73,670 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: 5,471,095 shares; 2024Q4: 5,390,141 shares; 2025Q1: 5,295,811 shares; 2025Q2: 5,251,545 shares; 2025Q3: 5,128,384 shares; 2025Q4: 5,039,285 shares 5,039,285 $235M 0.17% -89,099 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: 224,169 shares; 2024Q4: 221,852 shares; 2025Q1: 238,386 shares; 2025Q2: 244,564 shares; 2025Q3: 261,933 shares; 2025Q4: 266,196 shares 266,196 $230M 0.16% +4,263 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: 437,035 shares; 2024Q4: 454,542 shares; 2025Q1: 462,628 shares; 2025Q2: 467,125 shares; 2025Q3: 461,381 shares; 2025Q4: 478,804 shares 478,804 $227M 0.16% +17,423 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393,443 shares; 2024Q4: 1,382,915 shares; 2025Q1: 1,427,105 shares; 2025Q2: 1,441,987 shares; 2025Q3: 1,579,575 shares; 2025Q4: 1,542,110 shares 1,542,110 $221M 0.16% -37,465 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: 774,912 shares; 2024Q4: 769,356 shares; 2025Q1: 826,192 shares; 2025Q2: 835,615 shares; 2025Q3: 992,149 shares; 2025Q4: 1,087,824 shares 1,087,824 $212M 0.15% +95,675 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: 227,915 shares; 2024Q4: 241,658 shares; 2025Q1: 262,465 shares; 2025Q2: 275,950 shares; 2025Q3: 343,917 shares; 2025Q4: 356,019 shares 356,019 $204M 0.15% +12,102 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: 2,666,608 shares; 2024Q4: 2,683,925 shares; 2025Q1: 2,987,921 shares; 2025Q2: 3,053,878 shares; 2025Q3: 3,535,527 shares; 2025Q4: 3,699,073 shares 3,699,073 $203M 0.15% +163,546 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: 513,327 shares; 2024Q4: 513,220 shares; 2025Q1: 532,904 shares; 2025Q2: 542,737 shares; 2025Q3: 612,501 shares; 2025Q4: 587,556 shares 587,556 $202M 0.14% -24,945 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: 2,044,956 shares; 2024Q4: 2,022,147 shares; 2025Q1: 2,110,629 shares; 2025Q2: 2,085,026 shares; 2025Q3: 2,071,253 shares; 2025Q4: 2,069,349 shares 2,069,349 $199M 0.14% -1,904 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333,310 shares; 2024Q4: 4,524,557 shares; 2025Q1: 4,549,705 shares; 2025Q2: 4,689,773 shares; 2025Q3: 4,678,377 shares; 2025Q4: 6,787,631 shares 6,787,631 $193M 0.14% +2,109,254 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: 271,283 shares; 2024Q4: 294,489 shares; 2025Q1: 297,378 shares; 2025Q2: 296,917 shares; 2025Q3: 310,408 shares; 2025Q4: 379,265 shares 379,265 $185M 0.13% +68,857 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: 495,686 shares; 2024Q4: 469,944 shares; 2025Q1: 498,284 shares; 2025Q2: 532,247 shares; 2025Q3: 566,927 shares; 2025Q4: 605,653 shares 605,653 $184M 0.13% +38,726 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: 619,556 shares; 2024Q4: 666,212 shares; 2025Q1: 688,663 shares; 2025Q2: 699,001 shares; 2025Q3: 717,909 shares; 2025Q4: 938,262 shares 938,262 $179M 0.13% +220,353 Timeline DOL 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: 2,722,436 shares; 2024Q4: 2,722,945 shares; 2025Q1: 2,694,168 shares; 2025Q2: 2,674,042 shares; 2025Q3: 2,683,179 shares; 2025Q4: 2,663,726 shares 2,663,726 $175M 0.13% -19,453 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: 3,563,358 shares; 2024Q4: 3,548,218 shares; 2025Q1: 3,519,193 shares; 2025Q2: 3,497,364 shares; 2025Q3: 3,425,004 shares; 2025Q4: 3,431,663 shares 3,431,663 $171M 0.12% +6,659 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: 247,981 shares; 2024Q4: 248,635 shares; 2025Q1: 323,637 shares; 2025Q2: 263,805 shares; 2025Q3: 286,128 shares; 2025Q4: 276,564 shares 276,564 $167M 0.12% -9,564 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: 7 shares; 2024Q4: 11 shares; 2025Q1: 201 shares; 2025Q2: 199 shares; 2025Q3: 195 shares; 2025Q4: 220 shares 220 $166M 0.12% +25 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230,874 shares; 2024Q4: 1,243,747 shares; 2025Q1: 1,253,912 shares; 2025Q2: 1,276,648 shares; 2025Q3: 1,231,498 shares; 2025Q4: 1,344,445 shares 1,344,445 $163M 0.12% +112,947 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: 223,520 shares; 2024Q4: 206,201 shares; 2025Q1: 225,128 shares; 2025Q2: 258,780 shares; 2025Q3: 562,375 shares; 2025Q4: 606,135 shares 606,135 $156M 0.11% +43,760 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: 205,594 shares; 2024Q4: 219,259 shares; 2025Q1: 235,562 shares; 2025Q2: 243,590 shares; 2025Q3: 259,281 shares; 2025Q4: 267,317 shares 267,317 $153M 0.11% +8,036 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: 110,551 shares; 2024Q4: 117,600 shares; 2025Q1: 124,269 shares; 2025Q2: 132,313 shares; 2025Q3: 145,462 shares; 2025Q4: 1,613,664 shares 1,613,664 $151M 0.11% +1,468,202 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: 1,416,016 shares; 2024Q4: 1,566,357 shares; 2025Q1: 1,368,842 shares; 2025Q2: 1,283,517 shares; 2025Q3: 1,271,447 shares; 2025Q4: 1,256,421 shares 1,256,421 $151M 0.11% -15,026 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: 560,710 shares; 2024Q4: 593,418 shares; 2025Q1: 603,746 shares; 2025Q2: 567,965 shares; 2025Q3: 568,709 shares; 2025Q4: 605,575 shares 605,575 $149M 0.11% +36,866 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753,627 shares; 2024Q4: 1,646,514 shares; 2025Q1: 1,543,663 shares; 2025Q2: 1,438,272 shares; 2025Q3: 1,378,438 shares; 2025Q4: 1,246,571 shares 1,246,571 $149M 0.11% -131,867 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: 1,852,532 shares; 2024Q4: 1,862,861 shares; 2025Q1: 1,928,928 shares; 2025Q2: 1,955,851 shares; 2025Q3: 1,938,484 shares; 2025Q4: 2,098,146 shares 2,098,146 $147M 0.1% +159,662 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: 436,660 shares; 2024Q4: 405,949 shares; 2025Q1: 412,418 shares; 2025Q2: 441,405 shares; 2025Q3: 612,062 shares; 2025Q4: 671,405 shares 671,405 $144M 0.1% +59,343 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: 300,740 shares; 2024Q4: 325,453 shares; 2025Q1: 350,962 shares; 2025Q2: 362,828 shares; 2025Q3: 440,246 shares; 2025Q4: 483,027 shares 483,027 $143M 0.1% +42,781 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: 808,863 shares; 2024Q4: 820,606 shares; 2025Q1: 891,514 shares; 2025Q2: 911,236 shares; 2025Q3: 1,067,760 shares; 2025Q4: 1,102,156 shares 1,102,156 $138M 0.1% +34,396 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,208 shares; 2024Q4: 1,827,102 shares; 2025Q1: 1,881,483 shares; 2025Q2: 1,874,072 shares; 2025Q3: 1,979,083 shares; 2025Q4: 4,214,539 shares 4,214,539 $137M 0.1% +2,235,456 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: 842,472 shares; 2024Q4: 921,723 shares; 2025Q1: 998,197 shares; 2025Q2: 944,651 shares; 2025Q3: 1,076,508 shares; 2025Q4: 1,246,651 shares 1,246,651 $131M 0.09% +170,143 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: 3,100,924 shares; 2024Q4: 3,134,767 shares; 2025Q1: 3,016,410 shares; 2025Q2: 2,858,713 shares; 2025Q3: 2,829,374 shares; 2025Q4: 2,793,205 shares 2,793,205 $131M 0.09% -36,169 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: 1,169,824 shares; 2024Q4: 1,341,540 shares; 2025Q1: 1,424,407 shares; 2025Q2: 1,418,730 shares; 2025Q3: 1,389,004 shares; 2025Q4: 1,395,038 shares 1,395,038 $127M 0.09% +6,034 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,964 shares; 2024Q4: 1,211,826 shares; 2025Q1: 1,388,989 shares; 2025Q2: 1,439,591 shares; 2025Q3: 1,530,885 shares; 2025Q4: 1,641,046 shares 1,641,046 $126M 0.09% +110,161 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: 1,417,842 shares; 2024Q4: 1,386,224 shares; 2025Q1: 1,384,297 shares; 2025Q2: 1,412,192 shares; 2025Q3: 1,404,483 shares; 2025Q4: 1,385,944 shares 1,385,944 $122M 0.09% -18,539 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665,687 shares; 2024Q4: 2,411,399 shares; 2025Q1: 2,219,274 shares; 2025Q2: 2,008,095 shares; 2025Q3: 1,923,136 shares; 2025Q4: 1,849,417 shares 1,849,417 $121M 0.09% -73,719 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: 329,417 shares; 2024Q4: 355,997 shares; 2025Q1: 367,647 shares; 2025Q2: 360,264 shares; 2025Q3: 379,663 shares; 2025Q4: 396,480 shares 396,480 $121M 0.09% +16,817 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: 1,341,298 shares; 2024Q4: 4,333,971 shares; 2025Q1: 4,483,982 shares; 2025Q2: 4,376,728 shares; 2025Q3: 4,401,895 shares; 2025Q4: 4,291,559 shares 4,291,559 $118M 0.08% -110,336 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: 940,934 shares; 2024Q4: 877,185 shares; 2025Q1: 943,238 shares; 2025Q2: 947,527 shares; 2025Q3: 1,197,909 shares; 2025Q4: 1,262,213 shares 1,262,213 $118M 0.08% +64,304 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: 432,210 shares; 2025Q1: 794,786 shares; 2025Q2: 866,484 shares; 2025Q3: 876,976 shares; 2025Q4: 889,984 shares 889,984 $117M 0.08% +13,008 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: 526,640 shares; 2024Q4: 555,170 shares; 2025Q1: 603,485 shares; 2025Q2: 639,142 shares; 2025Q3: 700,804 shares; 2025Q4: 808,365 shares 808,365 $116M 0.08% +107,561 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: 1,012,755 shares; 2024Q4: 1,036,624 shares; 2025Q1: 1,110,651 shares; 2025Q2: 1,155,647 shares; 2025Q3: 1,308,448 shares; 2025Q4: 1,381,182 shares 1,381,182 $115M 0.08% +72,734 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: 498,734 shares; 2025Q1: 553,039 shares; 2025Q2: 546,481 shares; 2025Q3: 583,818 shares; 2025Q4: 671,956 shares 671,956 $115M 0.08% +88,138 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: 524,533 shares; 2024Q4: 531,691 shares; 2025Q1: 536,335 shares; 2025Q2: 540,460 shares; 2025Q3: 524,353 shares; 2025Q4: 539,464 shares 539,464 $113M 0.08% +15,111 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: 329,685 shares; 2024Q4: 467,137 shares; 2025Q1: 437,943 shares; 2025Q2: 484,616 shares; 2025Q3: 613,003 shares; 2025Q4: 638,177 shares 638,177 $113M 0.08% +25,174 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,632 shares; 2024Q4: 492,317 shares; 2025Q1: 526,462 shares; 2025Q2: 537,528 shares; 2025Q3: 572,833 shares; 2025Q4: 616,669 shares 616,669 $113M 0.08% +43,836 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: 77,025 shares; 2024Q4: 84,727 shares; 2025Q1: 93,243 shares; 2025Q2: 111,895 shares; 2025Q3: 123,213 shares; 2025Q4: 127,324 shares 127,324 $112M 0.08% +4,111 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: 545,842 shares; 2024Q4: 614,995 shares; 2025Q1: 652,414 shares; 2025Q2: 620,572 shares; 2025Q3: 748,273 shares; 2025Q4: 733,440 shares 733,440 $112M 0.08% -14,833 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: 124,540 shares; 2024Q4: 123,639 shares; 2025Q1: 133,501 shares; 2025Q2: 140,772 shares; 2025Q3: 143,894 shares; 2025Q4: 147,369 shares 147,369 $111M 0.08% +3,475 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: 1,318,746 shares; 2024Q4: 1,239,687 shares; 2025Q1: 1,155,709 shares; 2025Q2: 1,078,562 shares; 2025Q3: 1,019,058 shares; 2025Q4: 984,914 shares 984,914 $110M 0.08% -34,144 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332,881 shares; 2024Q4: 2,298,672 shares; 2025Q1: 2,269,202 shares; 2025Q2: 2,260,339 shares; 2025Q3: 2,261,490 shares; 2025Q4: 2,254,417 shares 2,254,417 $106M 0.08% -7,073 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,769 shares; 2024Q4: 482,809 shares; 2025Q1: 479,297 shares; 2025Q2: 481,857 shares; 2025Q3: 492,519 shares; 2025Q4: 496,103 shares 496,103 $104M 0.07% +3,584 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: 1,223,855 shares; 2024Q4: 1,195,190 shares; 2025Q1: 1,358,100 shares; 2025Q2: 1,376,609 shares; 2025Q3: 1,347,842 shares; 2025Q4: 1,401,087 shares 1,401,087 $103M 0.07% +53,245 Timeline SCHK 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: 51,423 shares; 2024Q4: 112,736 shares; 2025Q1: 854,195 shares; 2025Q2: 3,092,202 shares; 2025Q3: 3,133,039 shares; 2025Q4: 3,134,187 shares 3,134,187 $103M 0.07% +1,148 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233,059 shares; 2024Q4: 1,265,809 shares; 2025Q1: 1,312,504 shares; 2025Q2: 1,316,871 shares; 2025Q3: 1,292,899 shares; 2025Q4: 1,399,501 shares 1,399,501 $100M 0.07% +106,602 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: 684,684 shares; 2024Q4: 2,087,447 shares; 2025Q1: 2,100,193 shares; 2025Q2: 2,235,852 shares; 2025Q3: 2,250,092 shares; 2025Q4: 3,807,645 shares 3,807,645 $99.9M 0.07% +1,557,553 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,230 shares; 2024Q4: 2,230,486 shares; 2025Q1: 2,182,851 shares; 2025Q2: 2,161,189 shares; 2025Q3: 2,130,442 shares; 2025Q4: 2,120,216 shares 2,120,216 $99M 0.07% -10,226 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: 410,660 shares; 2024Q4: 504,319 shares; 2025Q1: 570,606 shares; 2025Q2: 610,566 shares; 2025Q3: 639,502 shares; 2025Q4: 690,422 shares 690,422 $99M 0.07% +50,920 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: 634,123 shares; 2024Q4: 725,601 shares; 2025Q1: 854,953 shares; 2025Q2: 931,092 shares; 2025Q3: 1,121,145 shares; 2025Q4: 1,227,371 shares 1,227,371 $97.9M 0.07% +106,226 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: 212,295 shares; 2024Q4: 207,319 shares; 2025Q1: 223,939 shares; 2025Q2: 237,551 shares; 2025Q3: 260,106 shares; 2025Q4: 290,468 shares 290,468 $95.9M 0.07% +30,362 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: 2,348,174 shares; 2024Q4: 2,297,986 shares; 2025Q1: 2,318,010 shares; 2025Q2: 2,335,241 shares; 2025Q3: 2,342,944 shares; 2025Q4: 2,417,020 shares 2,417,020 $95.7M 0.07% +74,076 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: 403,811 shares; 2024Q4: 431,381 shares; 2025Q1: 465,675 shares; 2025Q2: 458,566 shares; 2025Q3: 499,066 shares; 2025Q4: 547,735 shares 547,735 $93.7M 0.07% +48,669 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: 258,290 shares; 2024Q4: 267,063 shares; 2025Q1: 286,362 shares; 2025Q2: 273,289 shares; 2025Q3: 324,358 shares; 2025Q4: 398,494 shares 398,494 $92.2M 0.07% +74,136 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: 196,581 shares; 2024Q4: 200,161 shares; 2025Q1: 236,439 shares; 2025Q2: 238,404 shares; 2025Q3: 272,451 shares; 2025Q4: 297,649 shares 297,649 $91.7M 0.07% +25,198 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: 581,328 shares; 2024Q4: 607,125 shares; 2025Q1: 684,541 shares; 2025Q2: 930,420 shares; 2025Q3: 928,121 shares; 2025Q4: 939,565 shares 939,565 $90.5M 0.06% +11,444 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969,411 shares; 2024Q4: 1,985,027 shares; 2025Q1: 1,949,370 shares; 2025Q2: 1,924,187 shares; 2025Q3: 1,906,299 shares; 2025Q4: 1,866,919 shares 1,866,919 $90.4M 0.06% -39,380 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,757 shares; 2024Q4: 753,220 shares; 2025Q1: 760,669 shares; 2025Q2: 772,113 shares; 2025Q3: 793,517 shares; 2025Q4: 3,029,364 shares 3,029,364 $89.7M 0.06% +2,235,847 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: 161,774 shares; 2024Q4: 165,072 shares; 2025Q1: 183,531 shares; 2025Q2: 179,553 shares; 2025Q3: 280,396 shares; 2025Q4: 311,721 shares 311,721 $89M 0.06% +31,325 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,771,835 shares; 2024Q4: 1,831,856 shares; 2025Q1: 1,863,735 shares; 2025Q2: 1,930,016 shares; 2025Q3: 1,915,227 shares; 2025Q4: 1,962,516 shares 1,962,516 $86.7M 0.06% +47,289 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: 172,310 shares; 2024Q4: 179,325 shares; 2025Q1: 200,172 shares; 2025Q2: 184,568 shares; 2025Q3: 207,339 shares; 2025Q4: 218,638 shares 218,638 $86.6M 0.06% +11,299 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: 233,743 shares; 2024Q4: 245,765 shares; 2025Q1: 273,721 shares; 2025Q2: 268,903 shares; 2025Q3: 308,791 shares; 2025Q4: 327,063 shares 327,063 $86.6M 0.06% +18,272 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: 1,034,166 shares; 2024Q4: 1,054,687 shares; 2025Q1: 1,413,277 shares; 2025Q2: 1,489,311 shares; 2025Q3: 1,592,397 shares; 2025Q4: 1,470,074 shares 1,470,074 $86.3M 0.06% -122,323 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: 161,031 shares; 2024Q4: 170,513 shares; 2025Q1: 183,535 shares; 2025Q2: 190,342 shares; 2025Q3: 218,368 shares; 2025Q4: 229,145 shares 229,145 $84.8M 0.06% +10,777 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: 490,690 shares; 2024Q4: 477,880 shares; 2025Q1: 518,864 shares; 2025Q2: 572,301 shares; 2025Q3: 603,005 shares; 2025Q4: 619,387 shares 619,387 $83.7M 0.06% +16,382 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: 45,984 shares; 2024Q4: 335,846 shares; 2025Q1: 502,421 shares; 2025Q2: 606,890 shares; 2025Q3: 594,694 shares; 2025Q4: 1,051,434 shares 1,051,434 $81.9M 0.06% +456,740 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: 655,712 shares; 2024Q4: 604,417 shares; 2025Q1: 643,032 shares; 2025Q2: 634,931 shares; 2025Q3: 676,155 shares; 2025Q4: 714,211 shares 714,211 $81.3M 0.06% +38,056 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: 220,114 shares; 2024Q4: 241,349 shares; 2025Q1: 270,543 shares; 2025Q2: 289,306 shares; 2025Q3: 423,869 shares; 2025Q4: 455,277 shares 455,277 $80.8M 0.06% +31,408 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: 247,724 shares; 2024Q4: 251,500 shares; 2025Q1: 255,787 shares; 2025Q2: 263,434 shares; 2025Q3: 252,842 shares; 2025Q4: 300,565 shares 300,565 $80.6M 0.06% +47,723 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: 506,415 shares; 2024Q4: 576,393 shares; 2025Q1: 658,567 shares; 2025Q2: 641,855 shares; 2025Q3: 650,204 shares; 2025Q4: 653,362 shares 653,362 $80.5M 0.06% +3,158 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: 65,360 shares; 2024Q4: 1,849,316 shares; 2025Q1: 1,805,040 shares; 2025Q2: 2,089,206 shares; 2025Q3: 2,361,977 shares; 2025Q4: 2,417,169 shares 2,417,169 $79.6M 0.06% +55,192 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: 831,170 shares; 2024Q4: 837,831 shares; 2025Q1: 878,623 shares; 2025Q2: 897,974 shares; 2025Q3: 915,488 shares; 2025Q4: 981,547 shares 981,547 $78.8M 0.06% +66,059 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: 173,349 shares; 2024Q4: 151,744 shares; 2025Q1: 155,770 shares; 2025Q2: 173,194 shares; 2025Q3: 156,251 shares; 2025Q4: 167,632 shares 167,632 $78.6M 0.06% +11,381 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573,500 shares; 2024Q4: 1,559,715 shares; 2025Q1: 1,528,377 shares; 2025Q2: 1,517,613 shares; 2025Q3: 1,521,213 shares; 2025Q4: 1,518,511 shares 1,518,511 $78.4M 0.06% -2,702 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: 365,549 shares; 2024Q4: 388,616 shares; 2025Q1: 441,203 shares; 2025Q2: 468,577 shares; 2025Q3: 476,478 shares; 2025Q4: 485,818 shares 485,818 $77.9M 0.06% +9,340 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: 332,326 shares; 2024Q4: 730,789 shares; 2025Q1: 730,549 shares; 2025Q2: 735,165 shares; 2025Q3: 736,594 shares; 2025Q4: 724,675 shares 724,675 $77.3M 0.06% -11,919 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: 258,806 shares; 2024Q4: 302,289 shares; 2025Q1: 303,327 shares; 2025Q2: 327,700 shares; 2025Q3: 372,200 shares; 2025Q4: 355,323 shares 355,323 $77.1M 0.06% -16,877 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: 200,766 shares; 2024Q4: 204,521 shares; 2025Q1: 210,867 shares; 2025Q2: 230,862 shares; 2025Q3: 261,666 shares; 2025Q4: 535,852 shares 535,852 $77.1M 0.06% +274,186 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: 365,297 shares; 2024Q4: 446,720 shares; 2025Q1: 447,836 shares; 2025Q2: 451,331 shares; 2025Q3: 435,612 shares; 2025Q4: 434,362 shares 434,362 $77M 0.06% -1,250 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: 106,301 shares; 2024Q4: 108,351 shares; 2025Q1: 119,035 shares; 2025Q2: 119,413 shares; 2025Q3: 152,290 shares; 2025Q4: 158,755 shares 158,755 $76.8M 0.05% +6,465 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: 323,654 shares; 2024Q4: 343,971 shares; 2025Q1: 391,783 shares; 2025Q2: 410,165 shares; 2025Q3: 444,658 shares; 2025Q4: 497,557 shares 497,557 $76.4M 0.05% +52,899 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: 1,254,058 shares; 2024Q4: 1,158,990 shares; 2025Q1: 1,109,189 shares; 2025Q2: 1,040,450 shares; 2025Q3: 1,003,850 shares; 2025Q4: 974,297 shares 974,297 $75M 0.05% -29,553 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: 197,457 shares; 2024Q4: 198,554 shares; 2025Q1: 222,039 shares; 2025Q2: 214,786 shares; 2025Q3: 203,555 shares; 2025Q4: 223,452 shares 223,452 $73.1M 0.05% +19,897 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: 101,174 shares; 2024Q4: 104,426 shares; 2025Q1: 102,683 shares; 2025Q2: 111,769 shares; 2025Q3: 122,796 shares; 2025Q4: 124,255 shares 124,255 $72M 0.05% +1,459 Timeline ESML 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: 1,389,493 shares; 2024Q4: 1,429,244 shares; 2025Q1: 1,454,427 shares; 2025Q2: 1,499,023 shares; 2025Q3: 1,473,334 shares; 2025Q4: 1,546,321 shares 1,546,321 $71.1M 0.05% +72,987 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: 181,067 shares; 2024Q4: 176,507 shares; 2025Q1: 212,032 shares; 2025Q2: 213,350 shares; 2025Q3: 219,522 shares; 2025Q4: 217,779 shares 217,779 $69.4M 0.05% -1,743 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: 487,139 shares; 2024Q4: 511,923 shares; 2025Q1: 749,852 shares; 2025Q2: 1,392,492 shares; 2025Q3: 1,981,127 shares; 2025Q4: 2,087,584 shares 2,087,584 $68.7M 0.05% +106,457 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: 511,376 shares; 2024Q4: 513,579 shares; 2025Q1: 528,584 shares; 2025Q2: 508,080 shares; 2025Q3: 669,657 shares; 2025Q4: 679,235 shares 679,235 $67.9M 0.05% +9,578 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,446 shares; 2024Q4: 728,978 shares; 2025Q1: 675,267 shares; 2025Q2: 668,954 shares; 2025Q3: 652,624 shares; 2025Q4: 2,517,061 shares 2,517,061 $66.7M 0.05% +1,864,437 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: 251,089 shares; 2024Q4: 327,946 shares; 2025Q1: 320,032 shares; 2025Q2: 297,801 shares; 2025Q3: 307,216 shares; 2025Q4: 312,049 shares 312,049 $66.1M 0.05% +4,833 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: 392,415 shares; 2024Q4: 297,483 shares; 2025Q1: 335,374 shares; 2025Q2: 366,476 shares; 2025Q3: 384,462 shares; 2025Q4: 409,381 shares 409,381 $65.9M 0.05% +24,919 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: 797,061 shares; 2024Q4: 758,504 shares; 2025Q1: 763,878 shares; 2025Q2: 764,144 shares; 2025Q3: 790,958 shares; 2025Q4: 790,808 shares 790,808 $64.2M 0.05% -150 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: 68,881 shares; 2024Q4: 91,073 shares; 2025Q1: 97,492 shares; 2025Q2: 103,342 shares; 2025Q3: 98,523 shares; 2025Q4: 112,255 shares 112,255 $63.6M 0.05% +13,732 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: 222,818 shares; 2024Q4: 222,289 shares; 2025Q1: 225,797 shares; 2025Q2: 225,024 shares; 2025Q3: 236,974 shares; 2025Q4: 263,060 shares 263,060 $63.4M 0.05% +26,086 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: 39,771 shares; 2024Q4: 40,421 shares; 2025Q1: 42,281 shares; 2025Q2: 42,359 shares; 2025Q3: 46,060 shares; 2025Q4: 51,965 shares 51,965 $63.1M 0.05% +5,905 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,887 shares; 2024Q4: 51,582 shares; 2025Q1: 57,394 shares; 2025Q2: 57,361 shares; 2025Q3: 75,594 shares; 2025Q4: 409,877 shares 409,877 $62.8M 0.04% +334,283 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,985 shares; 2024Q4: 147,901 shares; 2025Q1: 150,366 shares; 2025Q2: 168,209 shares; 2025Q3: 227,747 shares; 2025Q4: 285,535 shares 285,535 $62.6M 0.04% +57,788 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: 144,883 shares; 2024Q4: 100,701 shares; 2025Q1: 76,805 shares; 2025Q2: 82,037 shares; 2025Q3: 87,280 shares; 2025Q4: 92,201 shares 92,201 $62.1M 0.04% +4,921 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: 455,279 shares; 2024Q4: 451,773 shares; 2025Q1: 464,218 shares; 2025Q2: 492,188 shares; 2025Q3: 465,437 shares; 2025Q4: 442,161 shares 442,161 $61.5M 0.04% -23,276 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: 674,561 shares; 2024Q4: 678,050 shares; 2025Q1: 670,971 shares; 2025Q2: 674,293 shares; 2025Q3: 678,685 shares; 2025Q4: 683,526 shares 683,526 $61.5M 0.04% +4,841 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: 344,951 shares; 2024Q4: 353,759 shares; 2025Q1: 386,991 shares; 2025Q2: 398,258 shares; 2025Q3: 423,818 shares; 2025Q4: 438,963 shares 438,963 $60.5M 0.04% +15,145 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: 132,140 shares; 2024Q4: 127,152 shares; 2025Q1: 143,659 shares; 2025Q2: 149,724 shares; 2025Q3: 159,193 shares; 2025Q4: 193,818 shares 193,818 $60.5M 0.04% +34,625 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: 237,936 shares; 2024Q4: 248,102 shares; 2025Q1: 250,684 shares; 2025Q2: 265,213 shares; 2025Q3: 383,087 shares; 2025Q4: 387,081 shares 387,081 $59.7M 0.04% +3,994 Timeline IGOV 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: 752,631 shares; 2024Q4: 807,195 shares; 2025Q1: 848,710 shares; 2025Q2: 1,105,025 shares; 2025Q3: 1,295,954 shares; 2025Q4: 1,431,301 shares 1,431,301 $59.6M 0.04% +135,347 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: 180,043 shares; 2024Q4: 174,802 shares; 2025Q1: 178,732 shares; 2025Q2: 176,494 shares; 2025Q3: 174,907 shares; 2025Q4: 184,037 shares 184,037 $59.4M 0.04% +9,130 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: 63,328 shares; 2024Q4: 61,293 shares; 2025Q1: 63,073 shares; 2025Q2: 66,509 shares; 2025Q3: 67,387 shares; 2025Q4: 72,268 shares 72,268 $59.3M 0.04% +4,881 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: 52,641 shares; 2024Q4: 56,677 shares; 2025Q1: 64,166 shares; 2025Q2: 70,231 shares; 2025Q3: 78,173 shares; 2025Q4: 90,278 shares 90,278 $59M 0.04% +12,105 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: 440,284 shares; 2024Q4: 1,329,368 shares; 2025Q1: 1,418,353 shares; 2025Q2: 1,353,683 shares; 2025Q3: 1,373,679 shares; 2025Q4: 2,121,741 shares 2,121,741 $57.7M 0.04% +748,062 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: 230,532 shares; 2024Q4: 246,362 shares; 2025Q1: 245,504 shares; 2025Q2: 242,723 shares; 2025Q3: 342,641 shares; 2025Q4: 295,673 shares 295,673 $57.7M 0.04% -46,968 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: 361,983 shares; 2024Q4: 382,954 shares; 2025Q1: 382,708 shares; 2025Q2: 389,945 shares; 2025Q3: 384,009 shares; 2025Q4: 420,761 shares 420,761 $57.6M 0.04% +36,752 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: 717,339 shares; 2024Q4: 715,809 shares; 2025Q1: 876,973 shares; 2025Q2: 821,707 shares; 2025Q3: 794,888 shares; 2025Q4: 790,515 shares 790,515 $57.5M 0.04% -4,373 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: 97,322 shares; 2024Q4: 91,910 shares; 2025Q1: 93,103 shares; 2025Q2: 117,229 shares; 2025Q3: 167,666 shares; 2025Q4: 184,461 shares 184,461 $57.2M 0.04% +16,795 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: 1,367,262 shares; 2024Q4: 1,323,408 shares; 2025Q1: 1,303,691 shares; 2025Q2: 1,233,008 shares; 2025Q3: 1,232,922 shares; 2025Q4: 1,254,927 shares 1,254,927 $57.1M 0.04% +22,005 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: 650,363 shares; 2024Q4: 674,468 shares; 2025Q1: 680,343 shares; 2025Q2: 675,414 shares; 2025Q3: 712,897 shares; 2025Q4: 751,734 shares 751,734 $56.7M 0.04% +38,837 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,487 shares; 2024Q4: 468,623 shares; 2025Q1: 470,449 shares; 2025Q2: 469,568 shares; 2025Q3: 486,822 shares; 2025Q4: 510,655 shares 510,655 $56.3M 0.04% +23,833 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,696 shares; 2024Q4: 140,202 shares; 2025Q1: 139,970 shares; 2025Q2: 135,655 shares; 2025Q3: 135,219 shares; 2025Q4: 136,011 shares 136,011 $56.1M 0.04% +792 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: 100,154 shares; 2024Q4: 83,269 shares; 2025Q1: 110,115 shares; 2025Q2: 94,266 shares; 2025Q3: 380,090 shares; 2025Q4: 425,613 shares 425,613 $54.3M 0.04% +45,523 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: 4,312 shares; 2024Q4: 4,626 shares; 2025Q1: 4,435 shares; 2025Q2: 5,902 shares; 2025Q3: 7,835 shares; 2025Q4: 10,113 shares 10,113 $54.2M 0.04% +2,278 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: 1,160,109 shares; 2024Q4: 1,091,964 shares; 2025Q1: 1,267,927 shares; 2025Q2: 1,208,087 shares; 2025Q3: 1,365,076 shares; 2025Q4: 1,456,423 shares 1,456,423 $53.7M 0.04% +91,347 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: 51,561 shares; 2024Q4: 55,605 shares; 2025Q1: 85,919 shares; 2025Q2: 87,373 shares; 2025Q3: 90,693 shares; 2025Q4: 102,115 shares 102,115 $53.4M 0.04% +11,422 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: 814,258 shares; 2024Q4: 780,582 shares; 2025Q1: 741,046 shares; 2025Q2: 695,296 shares; 2025Q3: 667,462 shares; 2025Q4: 647,787 shares 647,787 $53.3M 0.04% -19,675 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: 514,188 shares; 2024Q4: 539,688 shares; 2025Q1: 549,666 shares; 2025Q2: 549,546 shares; 2025Q3: 554,297 shares; 2025Q4: 559,928 shares 559,928 $53.2M 0.04% +5,631 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: 87,942 shares; 2024Q4: 98,328 shares; 2025Q1: 104,556 shares; 2025Q2: 107,336 shares; 2025Q3: 108,565 shares; 2025Q4: 109,596 shares 109,596 $52.7M 0.04% +1,031 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: 133,096 shares; 2024Q4: 275,150 shares; 2025Q1: 304,121 shares; 2025Q2: 333,001 shares; 2025Q3: 333,970 shares; 2025Q4: 368,786 shares 368,786 $52M 0.04% +34,816 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564,777 shares; 2024Q4: 1,819,386 shares; 2025Q1: 1,954,343 shares; 2025Q2: 1,969,808 shares; 2025Q3: 2,056,408 shares; 2025Q4: 2,093,043 shares 2,093,043 $52M 0.04% +36,635 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: 52,492 shares; 2024Q4: 61,594 shares; 2025Q1: 73,840 shares; 2025Q2: 167,696 shares; 2025Q3: 184,491 shares; 2025Q4: 211,481 shares 211,481 $51.3M 0.04% +26,990 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: 26,866 shares; 2024Q4: 45,299 shares; 2025Q1: 36,515 shares; 2025Q2: 35,657 shares; 2025Q3: 40,673 shares; 2025Q4: 47,475 shares 47,475 $50.8M 0.04% +6,802 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: 234,265 shares; 2024Q4: 247,339 shares; 2025Q1: 248,574 shares; 2025Q2: 245,432 shares; 2025Q3: 246,562 shares; 2025Q4: 258,414 shares 258,414 $50.5M 0.04% +11,852 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: 182,585 shares; 2024Q4: 194,249 shares; 2025Q1: 229,811 shares; 2025Q2: 207,961 shares; 2025Q3: 217,524 shares; 2025Q4: 262,138 shares 262,138 $50.2M 0.04% +44,614 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: 99,203 shares; 2024Q4: 173,591 shares; 2025Q1: 186,328 shares; 2025Q2: 183,729 shares; 2025Q3: 239,007 shares; 2025Q4: 270,870 shares 270,870 $49.9M 0.04% +31,863 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: 53,552 shares; 2024Q4: 56,217 shares; 2025Q1: 62,098 shares; 2025Q2: 64,855 shares; 2025Q3: 69,799 shares; 2025Q4: 74,940 shares 74,940 $49.6M 0.04% +5,141 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: 861,988 shares; 2024Q4: 903,730 shares; 2025Q1: 1,045,741 shares; 2025Q2: 1,010,866 shares; 2025Q3: 1,129,188 shares; 2025Q4: 1,217,237 shares 1,217,237 $49.6M 0.04% +88,049 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,411 shares; 2024Q4: 222,167 shares; 2025Q1: 223,960 shares; 2025Q2: 247,393 shares; 2025Q3: 266,980 shares; 2025Q4: 285,277 shares 285,277 $48.6M 0.03% +18,297 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: 1,686,876 shares; 2024Q4: 1,618,182 shares; 2025Q1: 1,576,314 shares; 2025Q2: 1,535,545 shares; 2025Q3: 1,505,896 shares; 2025Q4: 1,491,023 shares 1,491,023 $48.6M 0.03% -14,873 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105,454 shares; 2024Q4: 3,105,454 shares; 2025Q1: 3,105,454 shares; 2025Q2: 3,106,054 shares; 2025Q3: 3,105,854 shares; 2025Q4: 3,105,683 shares 3,105,683 $48.4M 0.03% -171 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: 959,549 shares; 2024Q4: 1,049,497 shares; 2025Q1: 1,272,514 shares; 2025Q2: 1,219,698 shares; 2025Q3: 1,343,772 shares; 2025Q4: 1,609,979 shares 1,609,979 $48.1M 0.03% +266,207 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,149 shares; 2024Q4: 31,335 shares; 2025Q1: 89,829 shares; 2025Q2: 43,523 shares; 2025Q3: 44,576 shares; 2025Q4: 557,259 shares 557,259 $47.6M 0.03% +512,683 Timeline IHDG 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: 979,054 shares; 2024Q4: 1,063,083 shares; 2025Q1: 1,092,677 shares; 2025Q2: 1,041,105 shares; 2025Q3: 1,004,772 shares; 2025Q4: 973,061 shares 973,061 $47.3M 0.03% -31,711 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: 381,362 shares; 2024Q4: 409,216 shares; 2025Q1: 430,109 shares; 2025Q2: 412,906 shares; 2025Q3: 382,765 shares; 2025Q4: 401,321 shares 401,321 $46.8M 0.03% +18,556 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: 263,429 shares; 2024Q4: 267,215 shares; 2025Q1: 299,492 shares; 2025Q2: 307,309 shares; 2025Q3: 300,110 shares; 2025Q4: 309,687 shares 309,687 $46.1M 0.03% +9,577 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820,731 shares; 2024Q4: 1,564,188 shares; 2025Q1: 1,694,294 shares; 2025Q2: 1,606,687 shares; 2025Q3: 1,645,877 shares; 2025Q4: 1,850,989 shares 1,850,989 $46.1M 0.03% +205,112 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: 2,237 shares; 2024Q4: 2,445 shares; 2025Q1: 2,655 shares; 2025Q2: 2,661 shares; 2025Q3: 4,921 shares; 2025Q4: 86,238 shares 86,238 $45.9M 0.03% +81,317 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,295 shares; 2024Q4: 1,590,827 shares; 2025Q1: 1,683,226 shares; 2025Q2: 1,722,545 shares; 2025Q3: 1,791,791 shares; 2025Q4: 1,788,866 shares 1,788,866 $45.8M 0.03% -2,925 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492,661 shares; 2024Q4: 1,475,993 shares; 2025Q1: 1,445,482 shares; 2025Q2: 1,439,254 shares; 2025Q3: 1,404,978 shares; 2025Q4: 1,362,614 shares 1,362,614 $45.6M 0.03% -42,364 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: 80,467 shares; 2024Q4: 79,470 shares; 2025Q1: 88,840 shares; 2025Q2: 87,174 shares; 2025Q3: 94,864 shares; 2025Q4: 100,513 shares 100,513 $45.6M 0.03% +5,649 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: 165,167 shares; 2024Q4: 163,398 shares; 2025Q1: 135,844 shares; 2025Q2: 137,884 shares; 2025Q3: 113,240 shares; 2025Q4: 127,804 shares 127,804 $44.7M 0.03% +14,564 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: 531,504 shares; 2024Q4: 566,020 shares; 2025Q1: 621,183 shares; 2025Q2: 647,934 shares; 2025Q3: 774,676 shares; 2025Q4: 769,722 shares 769,722 $44.4M 0.03% -4,954 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: 75,462 shares; 2024Q4: 82,079 shares; 2025Q1: 87,423 shares; 2025Q2: 93,191 shares; 2025Q3: 94,764 shares; 2025Q4: 95,212 shares 95,212 $44.3M 0.03% +448 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: 365,221 shares; 2024Q4: 445,103 shares; 2025Q1: 463,481 shares; 2025Q2: 425,774 shares; 2025Q3: 369,528 shares; 2025Q4: 438,815 shares 438,815 $44M 0.03% +69,287 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: 282,711 shares; 2024Q4: 275,839 shares; 2025Q1: 293,692 shares; 2025Q2: 302,848 shares; 2025Q3: 310,097 shares; 2025Q4: 308,603 shares 308,603 $43.6M 0.03% -1,494 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,389 shares; 2025Q1: 4,872,273 shares; 2025Q2: 4,916,335 shares; 2025Q3: 4,631,450 shares; 2025Q4: 3,466,030 shares 3,466,030 $43.3M 0.03% -1,165,420 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: 304,434 shares; 2024Q4: 310,061 shares; 2025Q1: 325,261 shares; 2025Q2: 329,976 shares; 2025Q3: 357,337 shares; 2025Q4: 367,918 shares 367,918 $43.1M 0.03% +10,581 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: 195,163 shares; 2024Q4: 200,547 shares; 2025Q1: 357,461 shares; 2025Q2: 383,251 shares; 2025Q3: 468,861 shares; 2025Q4: 524,044 shares 524,044 $42.8M 0.03% +55,183 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: 417,681 shares; 2024Q4: 407,841 shares; 2025Q1: 443,076 shares; 2025Q2: 508,844 shares; 2025Q3: 493,888 shares; 2025Q4: 505,113 shares 505,113 $42.5M 0.03% +11,225 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: 626,474 shares; 2024Q4: 676,074 shares; 2025Q1: 794,100 shares; 2025Q2: 622,913 shares; 2025Q3: 647,006 shares; 2025Q4: 795,856 shares 795,856 $42.5M 0.03% +148,850 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: 368,646 shares; 2024Q4: 384,228 shares; 2025Q1: 445,496 shares; 2025Q2: 449,301 shares; 2025Q3: 465,115 shares; 2025Q4: 481,036 shares 481,036 $41.9M 0.03% +15,921 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: 21,352 shares; 2024Q4: 21,876 shares; 2025Q1: 27,703 shares; 2025Q2: 428,667 shares; 2025Q3: 453,670 shares; 2025Q4: 457,816 shares 457,816 $41.8M 0.03% +4,146 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,642 shares; 2024Q4: 432,260 shares; 2025Q1: 407,894 shares; 2025Q2: 380,649 shares; 2025Q3: 476,621 shares; 2025Q4: 458,179 shares 458,179 $41.7M 0.03% -18,442 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: 277,641 shares; 2024Q4: 286,717 shares; 2025Q1: 298,041 shares; 2025Q2: 302,475 shares; 2025Q3: 332,894 shares; 2025Q4: 357,574 shares 357,574 $41.2M 0.03% +24,680 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: 42,571 shares; 2024Q4: 43,039 shares; 2025Q1: 50,570 shares; 2025Q2: 57,358 shares; 2025Q3: 72,239 shares; 2025Q4: 72,035 shares 72,035 $41.1M 0.03% -204 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: 116,826 shares; 2024Q4: 119,862 shares; 2025Q1: 135,308 shares; 2025Q2: 129,021 shares; 2025Q3: 141,050 shares; 2025Q4: 151,139 shares 151,139 $41M 0.03% +10,089 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: 92,949 shares; 2024Q4: 96,570 shares; 2025Q1: 82,972 shares; 2025Q2: 99,130 shares; 2025Q3: 100,280 shares; 2025Q4: 115,490 shares 115,490 $40.8M 0.03% +15,210 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: 219,045 shares; 2024Q4: 242,527 shares; 2025Q1: 271,554 shares; 2025Q2: 282,087 shares; 2025Q3: 303,062 shares; 2025Q4: 329,361 shares 329,361 $40.4M 0.03% +26,299 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: 490,783 shares; 2024Q4: 517,779 shares; 2025Q1: 545,669 shares; 2025Q2: 450,193 shares; 2025Q3: 523,120 shares; 2025Q4: 748,765 shares 748,765 $40.4M 0.03% +225,645 Timeline FLV 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: 578,033 shares; 2024Q4: 563,150 shares; 2025Q1: 554,678 shares; 2025Q2: 543,212 shares; 2025Q3: 538,179 shares; 2025Q4: 532,405 shares 532,405 $40.3M 0.03% -5,774 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: 493,020 shares; 2024Q4: 686,491 shares; 2025Q1: 772,204 shares; 2025Q2: 635,850 shares; 2025Q3: 633,650 shares; 2025Q4: 632,849 shares 632,849 $40.3M 0.03% -801 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: 67,716 shares; 2024Q4: 822,015 shares; 2025Q1: 4,658,118 shares; 2025Q2: 1,686,232 shares; 2025Q3: 1,162,269 shares; 2025Q4: 856,459 shares 856,459 $39.4M 0.03% -305,810 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: 75,212 shares; 2024Q4: 702,615 shares; 2025Q1: 685,834 shares; 2025Q2: 656,509 shares; 2025Q3: 700,034 shares; 2025Q4: 691,815 shares 691,815 $39.3M 0.03% -8,219 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,077 shares; 2024Q4: 162,503 shares; 2025Q1: 178,182 shares; 2025Q2: 180,225 shares; 2025Q3: 200,963 shares; 2025Q4: 211,603 shares 211,603 $39.3M 0.03% +10,640 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: 211,018 shares; 2024Q4: 213,020 shares; 2025Q1: 233,591 shares; 2025Q2: 215,718 shares; 2025Q3: 222,694 shares; 2025Q4: 223,901 shares 223,901 $38.8M 0.03% +1,207 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: 133,368 shares; 2024Q4: 138,694 shares; 2025Q1: 147,292 shares; 2025Q2: 157,170 shares; 2025Q3: 177,735 shares; 2025Q4: 176,571 shares 176,571 $38.8M 0.03% -1,164 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: 60,996 shares; 2024Q4: 63,422 shares; 2025Q1: 67,459 shares; 2025Q2: 67,816 shares; 2025Q3: 71,189 shares; 2025Q4: 75,891 shares 75,891 $38.7M 0.03% +4,702 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: 93,119 shares; 2024Q4: 142,540 shares; 2025Q1: 138,513 shares; 2025Q2: 133,845 shares; 2025Q3: 138,573 shares; 2025Q4: 138,561 shares 138,561 $38.7M 0.03% -12 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: 46,948 shares; 2024Q4: 46,043 shares; 2025Q1: 66,214 shares; 2025Q2: 74,243 shares; 2025Q3: 97,594 shares; 2025Q4: 114,406 shares 114,406 $38.5M 0.03% +16,812 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: 47,589 shares; 2024Q4: 47,503 shares; 2025Q1: 53,881 shares; 2025Q2: 60,003 shares; 2025Q3: 64,358 shares; 2025Q4: 81,957 shares 81,957 $38.3M 0.03% +17,599 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: 28,003 shares; 2024Q4: 29,557 shares; 2025Q1: 37,028 shares; 2025Q2: 35,971 shares; 2025Q3: 38,043 shares; 2025Q4: 42,843 shares 42,843 $37.7M 0.03% +4,800 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: 781,907 shares; 2024Q4: 763,795 shares; 2025Q1: 804,453 shares; 2025Q2: 711,578 shares; 2025Q3: 701,535 shares; 2025Q4: 687,387 shares 687,387 $37.6M 0.03% -14,148 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: 1,704,824 shares; 2024Q4: 1,636,696 shares; 2025Q1: 1,625,598 shares; 2025Q2: 1,509,722 shares; 2025Q3: 1,430,945 shares; 2025Q4: 1,420,112 shares 1,420,112 $37.4M 0.03% -10,833 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: 37,053 shares; 2024Q4: 40,184 shares; 2025Q1: 166,194 shares; 2025Q2: 617,070 shares; 2025Q3: 613,075 shares; 2025Q4: 634,842 shares 634,842 $37.3M 0.03% +21,767 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: 91,889 shares; 2024Q4: 123,226 shares; 2025Q1: 115,731 shares; 2025Q2: 112,671 shares; 2025Q3: 122,116 shares; 2025Q4: 122,201 shares 122,201 $36.9M 0.03% +85 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,160 shares; 2024Q4: 106,374 shares; 2025Q1: 91,730 shares; 2025Q2: 157,322 shares; 2025Q3: 399,505 shares; 2025Q4: 458,926 shares 458,926 $36.7M 0.03% +59,421 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,865 shares; 2024Q4: 135,492 shares; 2025Q1: 162,704 shares; 2025Q2: 204,643 shares; 2025Q3: 234,911 shares; 2025Q4: 249,223 shares 249,223 $36.5M 0.03% +14,312 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: 219,183 shares; 2024Q4: 223,322 shares; 2025Q1: 237,681 shares; 2025Q2: 233,972 shares; 2025Q3: 258,055 shares; 2025Q4: 280,630 shares 280,630 $36.2M 0.03% +22,575 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: 153,238 shares; 2024Q4: 163,396 shares; 2025Q1: 184,146 shares; 2025Q2: 180,069 shares; 2025Q3: 201,986 shares; 2025Q4: 225,318 shares 225,318 $36.1M 0.03% +23,332 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: 349,696 shares; 2024Q4: 381,620 shares; 2025Q1: 442,255 shares; 2025Q2: 487,077 shares; 2025Q3: 523,547 shares; 2025Q4: 784,802 shares 784,802 $36M 0.03% +261,255 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: 126,340 shares; 2024Q4: 127,533 shares; 2025Q1: 132,015 shares; 2025Q2: 145,343 shares; 2025Q3: 132,855 shares; 2025Q4: 156,632 shares 156,632 $35.9M 0.03% +23,777 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: 62,756 shares; 2024Q4: 67,683 shares; 2025Q1: 86,263 shares; 2025Q2: 92,357 shares; 2025Q3: 92,508 shares; 2025Q4: 91,289 shares 91,289 $35.5M 0.03% -1,219 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,629 shares; 2024Q4: 364,230 shares; 2025Q1: 374,073 shares; 2025Q2: 389,409 shares; 2025Q3: 406,040 shares; 2025Q4: 409,757 shares 409,757 $34.9M 0.03% +3,717 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: 81,696 shares; 2024Q4: 84,423 shares; 2025Q1: 77,240 shares; 2025Q2: 82,518 shares; 2025Q3: 98,590 shares; 2025Q4: 120,844 shares 120,844 $34.9M 0.02% +22,254 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,756 shares; 2024Q4: 156,548 shares; 2025Q1: 157,481 shares; 2025Q2: 165,871 shares; 2025Q3: 226,450 shares; 2025Q4: 224,686 shares 224,686 $34.8M 0.02% -1,764 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,571 shares; 2024Q4: 87,495 shares; 2025Q1: 94,948 shares; 2025Q2: 98,888 shares; 2025Q3: 109,171 shares; 2025Q4: 118,218 shares 118,218 $34.3M 0.02% +9,047 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,444 shares; 2024Q4: 1,081,574 shares; 2025Q1: 1,103,187 shares; 2025Q2: 1,091,204 shares; 2025Q3: 1,101,402 shares; 2025Q4: 1,094,334 shares 1,094,334 $34.1M 0.02% -7,068 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: 114,952 shares; 2024Q4: 135,700 shares; 2025Q1: 158,698 shares; 2025Q2: 153,247 shares; 2025Q3: 154,589 shares; 2025Q4: 160,485 shares 160,485 $34M 0.02% +5,896 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: 548,073 shares; 2024Q4: 526,457 shares; 2025Q1: 536,177 shares; 2025Q2: 708,318 shares; 2025Q3: 725,629 shares; 2025Q4: 740,806 shares 740,806 $34M 0.02% +15,177 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,186 shares; 2024Q4: 99,518 shares; 2025Q1: 127,428 shares; 2025Q2: 126,323 shares; 2025Q3: 127,280 shares; 2025Q4: 392,916 shares 392,916 $33.9M 0.02% +265,636 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: 224,751 shares; 2024Q4: 244,759 shares; 2025Q1: 291,687 shares; 2025Q2: 265,989 shares; 2025Q3: 312,292 shares; 2025Q4: 363,579 shares 363,579 $33.4M 0.02% +51,287 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: 127,582 shares; 2024Q4: 133,633 shares; 2025Q1: 141,828 shares; 2025Q2: 140,666 shares; 2025Q3: 139,868 shares; 2025Q4: 129,558 shares 129,558 $33.3M 0.02% -10,310 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,534 shares; 2024Q4: 118,095 shares; 2025Q1: 107,974 shares; 2025Q2: 89,314 shares; 2025Q3: 102,575 shares; 2025Q4: 147,539 shares 147,539 $33.2M 0.02% +44,964 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: 626,786 shares; 2024Q4: 613,434 shares; 2025Q1: 593,381 shares; 2025Q2: 601,117 shares; 2025Q3: 846,703 shares; 2025Q4: 869,614 shares 869,614 $33M 0.02% +22,911 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,391 shares; 2024Q4: 22,162 shares; 2025Q1: 24,129 shares; 2025Q2: 33,477 shares; 2025Q3: 77,724 shares; 2025Q4: 70,230 shares 70,230 $33M 0.02% -7,494 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: 691,827 shares; 2024Q4: 694,805 shares; 2025Q1: 674,737 shares; 2025Q2: 674,545 shares; 2025Q3: 692,046 shares; 2025Q4: 696,055 shares 696,055 $32.6M 0.02% +4,009 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: 634,696 shares; 2024Q4: 703,339 shares; 2025Q1: 689,635 shares; 2025Q2: 803,601 shares; 2025Q3: 839,901 shares; 2025Q4: 896,571 shares 896,571 $32.5M 0.02% +56,670 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092,100 shares; 2024Q4: 1,345,385 shares; 2025Q1: 1,355,772 shares; 2025Q2: 1,146,359 shares; 2025Q3: 874,875 shares; 2025Q4: 849,265 shares 849,265 $32.4M 0.02% -25,610 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: 104,616 shares; 2024Q4: 130,621 shares; 2025Q1: 172,199 shares; 2025Q2: 174,520 shares; 2025Q3: 189,567 shares; 2025Q4: 199,649 shares 199,649 $32.3M 0.02% +10,082 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: 248,439 shares; 2024Q4: 270,883 shares; 2025Q1: 314,749 shares; 2025Q2: 303,559 shares; 2025Q3: 318,484 shares; 2025Q4: 343,421 shares 343,421 $32.1M 0.02% +24,937 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: 116,754 shares; 2024Q4: 123,810 shares; 2025Q1: 169,052 shares; 2025Q2: 159,756 shares; 2025Q3: 159,008 shares; 2025Q4: 159,905 shares 159,905 $31.9M 0.02% +897 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,600 shares; 2024Q4: 285,469 shares; 2025Q1: 274,389 shares; 2025Q2: 296,498 shares; 2025Q3: 290,279 shares; 2025Q4: 322,815 shares 322,815 $31.6M 0.02% +32,536 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: 245,539 shares; 2024Q4: 247,358 shares; 2025Q1: 232,725 shares; 2025Q2: 254,190 shares; 2025Q3: 242,766 shares; 2025Q4: 317,256 shares 317,256 $31.5M 0.02% +74,490 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: 223,740 shares; 2024Q4: 215,618 shares; 2025Q1: 261,476 shares; 2025Q2: 253,110 shares; 2025Q3: 289,696 shares; 2025Q4: 326,478 shares 326,478 $31.4M 0.02% +36,782 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: 184,707 shares; 2024Q4: 198,099 shares; 2025Q1: 208,392 shares; 2025Q2: 211,493 shares; 2025Q3: 220,679 shares; 2025Q4: 235,080 shares 235,080 $31.2M 0.02% +14,401 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: 306,491 shares; 2024Q4: 305,727 shares; 2025Q1: 342,767 shares; 2025Q2: 353,650 shares; 2025Q3: 384,185 shares; 2025Q4: 422,832 shares 422,832 $31.1M 0.02% +38,647 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,434 shares; 2024Q4: 104,985 shares; 2025Q1: 114,409 shares; 2025Q2: 126,725 shares; 2025Q3: 128,105 shares; 2025Q4: 127,301 shares 127,301 $30.9M 0.02% -804 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,092 shares; 2024Q4: 59,876 shares; 2025Q1: 34,677 shares; 2025Q2: 25,836 shares; 2025Q3: 49,486 shares; 2025Q4: 4,196,342 shares 4,196,342 $30.9M 0.02% +4,146,856 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: 104,278 shares; 2024Q4: 241,399 shares; 2025Q1: 292,785 shares; 2025Q2: 285,297 shares; 2025Q3: 358,400 shares; 2025Q4: 387,103 shares 387,103 $30.7M 0.02% +28,703 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: 603,298 shares; 2024Q4: 685,737 shares; 2025Q1: 764,527 shares; 2025Q2: 741,627 shares; 2025Q3: 944,049 shares; 2025Q4: 1,191,184 shares 1,191,184 $30.7M 0.02% +247,135 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: 60,292 shares; 2024Q4: 59,699 shares; 2025Q1: 69,986 shares; 2025Q2: 73,341 shares; 2025Q3: 87,768 shares; 2025Q4: 71,721 shares 71,721 $30.6M 0.02% -16,047 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: 74,999 shares; 2024Q4: 80,588 shares; 2025Q1: 86,269 shares; 2025Q2: 87,102 shares; 2025Q3: 89,888 shares; 2025Q4: 86,387 shares 86,387 $30.4M 0.02% -3,501 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: 204,208 shares; 2024Q4: 220,628 shares; 2025Q1: 258,011 shares; 2025Q2: 273,684 shares; 2025Q3: 329,484 shares; 2025Q4: 318,372 shares 318,372 $30.4M 0.02% -11,112 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: 210,307 shares; 2024Q4: 184,591 shares; 2025Q1: 181,608 shares; 2025Q2: 171,123 shares; 2025Q3: 163,600 shares; 2025Q4: 292,169 shares 292,169 $29.9M 0.02% +128,569 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: 104,974 shares; 2024Q4: 110,340 shares; 2025Q1: 128,098 shares; 2025Q2: 125,364 shares; 2025Q3: 139,646 shares; 2025Q4: 146,495 shares 146,495 $29.7M 0.02% +6,849 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: 138,945 shares; 2024Q4: 145,339 shares; 2025Q1: 158,954 shares; 2025Q2: 347,094 shares; 2025Q3: 691,030 shares; 2025Q4: 733,132 shares 733,132 $29.4M 0.02% +42,102 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: 234,299 shares; 2024Q4: 242,620 shares; 2025Q1: 234,996 shares; 2025Q2: 224,837 shares; 2025Q3: 221,696 shares; 2025Q4: 219,208 shares 219,208 $28.8M 0.02% -2,488 Timeline SUSC 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: 1,006,370 shares; 2024Q4: 1,081,934 shares; 2025Q1: 1,119,023 shares; 2025Q2: 1,159,353 shares; 2025Q3: 1,212,158 shares; 2025Q4: 1,231,406 shares 1,231,406 $28.8M 0.02% +19,248 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: 75,640 shares; 2024Q4: 68,866 shares; 2025Q1: 83,240 shares; 2025Q2: 92,199 shares; 2025Q3: 129,118 shares; 2025Q4: 161,876 shares 161,876 $28.4M 0.02% +32,758 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: 393,441 shares; 2024Q4: 408,747 shares; 2025Q1: 454,686 shares; 2025Q2: 518,404 shares; 2025Q3: 545,140 shares; 2025Q4: 518,328 shares 518,328 $28.4M 0.02% -26,812 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: 156,925 shares; 2024Q4: 160,349 shares; 2025Q1: 175,488 shares; 2025Q2: 176,368 shares; 2025Q3: 176,081 shares; 2025Q4: 173,515 shares 173,515 $28.2M 0.02% -2,566 Timeline ONEY 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: 256,939 shares; 2024Q4: 256,969 shares; 2025Q1: 254,303 shares; 2025Q2: 251,328 shares; 2025Q3: 249,889 shares; 2025Q4: 245,317 shares 245,317 $27.9M 0.02% -4,572 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: 779,505 shares; 2024Q4: 776,785 shares; 2025Q1: 813,047 shares; 2025Q2: 850,162 shares; 2025Q3: 917,960 shares; 2025Q4: 866,380 shares 866,380 $27.8M 0.02% -51,580 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: 220,456 shares; 2024Q4: 221,107 shares; 2025Q1: 227,717 shares; 2025Q2: 222,158 shares; 2025Q3: 234,881 shares; 2025Q4: 250,783 shares 250,783 $27.7M 0.02% +15,902 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: 23,348 shares; 2025Q1: 25,679 shares; 2025Q2: 24,573 shares; 2025Q3: 25,283 shares; 2025Q4: 25,715 shares 25,715 $27.5M 0.02% +432 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: 415,421 shares 415,421 $27.2M 0.02% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,397 shares; 2024Q4: 1,225,863 shares; 2025Q1: 1,126,076 shares; 2025Q2: 1,059,114 shares; 2025Q3: 1,118,687 shares; 2025Q4: 1,074,779 shares 1,074,779 $27M 0.02% -43,908 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: 70,443 shares; 2024Q4: 76,200 shares; 2025Q1: 88,115 shares; 2025Q2: 88,878 shares; 2025Q3: 96,341 shares; 2025Q4: 117,719 shares 117,719 $26.8M 0.02% +21,378 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: 736,419 shares; 2024Q4: 724,573 shares; 2025Q1: 681,252 shares; 2025Q2: 668,755 shares; 2025Q3: 680,650 shares; 2025Q4: 701,795 shares 701,795 $26.7M 0.02% +21,145 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: 188,637 shares; 2024Q4: 227,230 shares; 2025Q1: 373,474 shares; 2025Q2: 402,701 shares; 2025Q3: 395,616 shares; 2025Q4: 385,137 shares 385,137 $26.7M 0.02% -10,479 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: 218,018 shares; 2024Q4: 222,005 shares; 2025Q1: 253,181 shares; 2025Q2: 268,919 shares; 2025Q3: 250,960 shares; 2025Q4: 338,075 shares 338,075 $26.7M 0.02% +87,115 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,264 shares; 2024Q4: 277,849 shares; 2025Q1: 279,905 shares; 2025Q2: 278,181 shares; 2025Q3: 275,606 shares; 2025Q4: 269,100 shares 269,100 $26.1M 0.02% -6,506 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: 98,961 shares; 2024Q4: 142,623 shares; 2025Q1: 146,605 shares; 2025Q2: 157,295 shares; 2025Q3: 220,137 shares; 2025Q4: 203,089 shares 203,089 $25.6M 0.02% -17,048 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: 209,203 shares; 2024Q4: 202,962 shares; 2025Q1: 206,913 shares; 2025Q2: 236,045 shares; 2025Q3: 251,734 shares; 2025Q4: 288,775 shares 288,775 $25.3M 0.02% +37,041 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,755 shares; 2024Q4: 298,453 shares; 2025Q1: 307,601 shares; 2025Q2: 301,159 shares; 2025Q3: 365,291 shares; 2025Q4: 340,320 shares 340,320 $25.1M 0.02% -24,971 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: 240,979 shares; 2024Q4: 267,081 shares; 2025Q1: 276,835 shares; 2025Q2: 285,415 shares; 2025Q3: 414,297 shares; 2025Q4: 428,025 shares 428,025 $25.1M 0.02% +13,728 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,092 shares; 2024Q4: 268,197 shares; 2025Q1: 298,706 shares; 2025Q2: 313,074 shares; 2025Q3: 314,384 shares; 2025Q4: 318,178 shares 318,178 $25M 0.02% +3,794 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: 29,303 shares; 2024Q4: 31,841 shares; 2025Q1: 35,089 shares; 2025Q2: 68,069 shares; 2025Q3: 68,665 shares; 2025Q4: 74,099 shares 74,099 $25M 0.02% +5,434 Timeline BWX 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: 954,538 shares; 2024Q4: 943,607 shares; 2025Q1: 997,584 shares; 2025Q2: 806,718 shares; 2025Q3: 997,078 shares; 2025Q4: 1,099,785 shares 1,099,785 $24.8M 0.02% +102,707 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,225 shares; 2024Q4: 92,092 shares; 2025Q1: 104,673 shares; 2025Q2: 84,816 shares; 2025Q3: 105,612 shares; 2025Q4: 115,179 shares 115,179 $24.7M 0.02% +9,567 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 13,551 shares; 2025Q1: 15,057 shares; 2025Q2: 17,422 shares; 2025Q3: 21,514 shares; 2025Q4: 26,386 shares 26,386 $24.6M 0.02% +4,872 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: 129,379 shares; 2024Q4: 112,296 shares; 2025Q1: 134,129 shares; 2025Q2: 155,637 shares; 2025Q3: 192,728 shares; 2025Q4: 246,365 shares 246,365 $24.6M 0.02% +53,637 Timeline SUSL 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: 213,495 shares; 2024Q4: 211,766 shares; 2025Q1: 225,355 shares; 2025Q2: 217,973 shares; 2025Q3: 204,873 shares; 2025Q4: 202,524 shares 202,524 $24.6M 0.02% -2,349 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: 24,436 shares; 2024Q4: 24,218 shares; 2025Q1: 26,016 shares; 2025Q2: 29,068 shares; 2025Q3: 33,269 shares; 2025Q4: 36,163 shares 36,163 $24.5M 0.02% +2,894 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,509 shares; 2024Q4: 142,455 shares; 2025Q1: 145,740 shares; 2025Q2: 150,554 shares; 2025Q3: 150,809 shares; 2025Q4: 151,295 shares 151,295 $24.1M 0.02% +486 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: 107,894 shares; 2024Q4: 114,397 shares; 2025Q1: 116,579 shares; 2025Q2: 125,389 shares; 2025Q3: 149,168 shares; 2025Q4: 153,125 shares 153,125 $23.8M 0.02% +3,957 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,550 shares; 2024Q4: 208,363 shares; 2025Q1: 255,713 shares; 2025Q2: 266,538 shares; 2025Q3: 263,666 shares; 2025Q4: 250,310 shares 250,310 $23.6M 0.02% -13,356 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: 170,670 shares; 2024Q4: 189,599 shares; 2025Q1: 230,157 shares; 2025Q2: 220,150 shares; 2025Q3: 272,087 shares; 2025Q4: 288,477 shares 288,477 $23.5M 0.02% +16,390 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 5,295 shares; 2025Q1: 5,438 shares; 2025Q2: 4,558 shares; 2025Q3: 4,732 shares; 2025Q4: 11,638 shares 11,638 $23.4M 0.02% +6,906 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: 79,678 shares; 2024Q4: 85,573 shares; 2025Q1: 87,592 shares; 2025Q2: 97,650 shares; 2025Q3: 123,292 shares; 2025Q4: 126,570 shares 126,570 $23.4M 0.02% +3,278 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,226 shares; 2024Q4: 318,796 shares; 2025Q1: 295,091 shares; 2025Q2: 287,839 shares; 2025Q3: 282,589 shares; 2025Q4: 242,699 shares 242,699 $23.3M 0.02% -39,890 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: 51,255 shares; 2024Q4: 61,190 shares; 2025Q1: 74,270 shares; 2025Q2: 77,734 shares; 2025Q3: 79,593 shares; 2025Q4: 85,279 shares 85,279 $23.3M 0.02% +5,686 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,793 shares; 2024Q4: 10,158 shares; 2025Q1: 11,367 shares; 2025Q2: 9,485 shares; 2025Q3: 19,939 shares; 2025Q4: 30,134 shares 30,134 $23.3M 0.02% +10,195 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,251 shares; 2024Q4: 129,929 shares; 2025Q1: 174,110 shares; 2025Q2: 191,010 shares; 2025Q3: 219,771 shares; 2025Q4: 246,193 shares 246,193 $23.2M 0.02% +26,422 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: 241,031 shares; 2024Q4: 250,460 shares; 2025Q1: 267,102 shares; 2025Q2: 269,655 shares; 2025Q3: 277,266 shares; 2025Q4: 314,691 shares 314,691 $23.1M 0.02% +37,425 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: 465,226 shares; 2024Q4: 450,016 shares; 2025Q1: 483,182 shares; 2025Q2: 452,940 shares; 2025Q3: 584,594 shares; 2025Q4: 436,863 shares 436,863 $23.1M 0.02% -147,731 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,913 shares; 2024Q4: 64,688 shares; 2025Q1: 65,344 shares; 2025Q2: 70,884 shares; 2025Q3: 111,534 shares; 2025Q4: 128,087 shares 128,087 $23.1M 0.02% +16,553 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: 48,389 shares; 2024Q4: 47,464 shares; 2025Q1: 49,976 shares; 2025Q2: 76,510 shares; 2025Q3: 72,903 shares; 2025Q4: 73,816 shares 73,816 $23.1M 0.02% +913 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: 88,354 shares; 2024Q4: 92,747 shares; 2025Q1: 104,727 shares; 2025Q2: 113,851 shares; 2025Q3: 109,084 shares; 2025Q4: 122,627 shares 122,627 $23.1M 0.02% +13,543 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: 199,046 shares; 2024Q4: 217,119 shares; 2025Q1: 251,046 shares; 2025Q2: 284,057 shares; 2025Q3: 363,247 shares; 2025Q4: 383,645 shares 383,645 $23.1M 0.02% +20,398 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341,733 shares; 2024Q4: 1,438,308 shares; 2025Q1: 1,653,253 shares; 2025Q2: 1,728,439 shares; 2025Q3: 1,781,988 shares; 2025Q4: 1,965,942 shares 1,965,942 $23.1M 0.02% +183,954 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,110 shares; 2024Q4: 427,379 shares; 2025Q1: 447,623 shares; 2025Q2: 442,378 shares; 2025Q3: 441,897 shares; 2025Q4: 437,796 shares 437,796 $23M 0.02% -4,101 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,121 shares; 2024Q4: 67,073 shares; 2025Q1: 73,896 shares; 2025Q2: 76,878 shares; 2025Q3: 80,169 shares; 2025Q4: 79,970 shares 79,970 $23M 0.02% -199 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,636 shares; 2024Q4: 183,832 shares; 2025Q1: 183,084 shares; 2025Q2: 182,760 shares; 2025Q3: 181,872 shares; 2025Q4: 177,932 shares 177,932 $22.9M 0.02% -3,940 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,866 shares; 2024Q4: 466,348 shares; 2025Q1: 503,961 shares; 2025Q2: 702,052 shares; 2025Q3: 858,810 shares; 2025Q4: 1,281,591 shares 1,281,591 $22.8M 0.02% +422,781 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: 45,997 shares; 2024Q4: 48,909 shares; 2025Q1: 54,880 shares; 2025Q2: 60,339 shares; 2025Q3: 65,143 shares; 2025Q4: 70,393 shares 70,393 $22.8M 0.02% +5,250 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: 84,364 shares; 2024Q4: 82,884 shares; 2025Q1: 70,708 shares; 2025Q2: 70,690 shares; 2025Q3: 73,673 shares; 2025Q4: 77,912 shares 77,912 $22.5M 0.02% +4,239 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: 196,876 shares; 2024Q4: 202,806 shares; 2025Q1: 174,872 shares; 2025Q2: 245,093 shares; 2025Q3: 268,395 shares; 2025Q4: 304,740 shares 304,740 $22.5M 0.02% +36,345 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,663 shares; 2024Q4: 535,324 shares; 2025Q1: 557,443 shares; 2025Q2: 534,206 shares; 2025Q3: 536,724 shares; 2025Q4: 523,458 shares 523,458 $22.4M 0.02% -13,266 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: 186,104 shares; 2024Q4: 243,043 shares; 2025Q1: 312,401 shares; 2025Q2: 423,576 shares; 2025Q3: 476,681 shares; 2025Q4: 451,589 shares 451,589 $22.4M 0.02% -25,092 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,618 shares; 2024Q4: 48,900 shares; 2025Q1: 55,956 shares; 2025Q2: 60,540 shares; 2025Q3: 119,064 shares; 2025Q4: 138,275 shares 138,275 $22.4M 0.02% +19,211 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: 98,579 shares; 2024Q4: 99,707 shares; 2025Q1: 109,813 shares; 2025Q2: 109,729 shares; 2025Q3: 107,840 shares; 2025Q4: 120,547 shares 120,547 $22.4M 0.02% +12,707 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,254 shares; 2024Q4: 388,434 shares; 2025Q1: 416,305 shares; 2025Q2: 421,232 shares; 2025Q3: 451,990 shares; 2025Q4: 494,307 shares 494,307 $22.3M 0.02% +42,317 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: 59,653 shares; 2024Q4: 64,417 shares; 2025Q1: 70,248 shares; 2025Q2: 69,240 shares; 2025Q3: 72,012 shares; 2025Q4: 86,321 shares 86,321 $22.3M 0.02% +14,309 Timeline SCHZ 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: 197,671 shares; 2024Q4: 417,618 shares; 2025Q1: 404,995 shares; 2025Q2: 429,252 shares; 2025Q3: 429,757 shares; 2025Q4: 953,057 shares 953,057 $22.3M 0.02% +523,300 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,006 shares; 2024Q4: 233,708 shares; 2025Q1: 245,555 shares; 2025Q2: 229,821 shares; 2025Q3: 225,403 shares; 2025Q4: 214,601 shares 214,601 $22.2M 0.02% -10,802 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,226 shares; 2024Q4: 584,177 shares; 2025Q1: 608,476 shares; 2025Q2: 594,938 shares; 2025Q3: 569,011 shares; 2025Q4: 536,851 shares 536,851 $22.2M 0.02% -32,160 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,004 shares; 2024Q4: 412,071 shares; 2025Q1: 370,878 shares; 2025Q2: 729,104 shares; 2025Q3: 1,134,404 shares; 2025Q4: 1,369,918 shares 1,369,918 $22.1M 0.02% +235,514 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: 75,927 shares; 2024Q4: 83,611 shares; 2025Q1: 89,527 shares; 2025Q2: 80,236 shares; 2025Q3: 103,661 shares; 2025Q4: 105,551 shares 105,551 $22M 0.02% +1,890 Timeline AVIG 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: 386,939 shares; 2024Q4: 415,367 shares; 2025Q1: 448,345 shares; 2025Q2: 460,006 shares; 2025Q3: 488,079 shares; 2025Q4: 524,440 shares 524,440 $22M 0.02% +36,361 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,849 shares; 2024Q4: 278,183 shares; 2025Q1: 280,550 shares; 2025Q2: 292,350 shares; 2025Q3: 359,920 shares; 2025Q4: 388,147 shares 388,147 $21.9M 0.02% +28,227 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,371 shares; 2024Q4: 50,066 shares; 2025Q1: 50,548 shares; 2025Q2: 52,261 shares; 2025Q3: 59,945 shares; 2025Q4: 79,502 shares 79,502 $21.9M 0.02% +19,557 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: 209,875 shares; 2024Q4: 206,670 shares; 2025Q1: 196,436 shares; 2025Q2: 198,250 shares; 2025Q3: 215,912 shares; 2025Q4: 207,502 shares 207,502 $21.8M 0.02% -8,410 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: 280,227 shares; 2024Q4: 296,493 shares; 2025Q1: 292,378 shares; 2025Q2: 309,022 shares; 2025Q3: 322,481 shares; 2025Q4: 368,898 shares 368,898 $21.5M 0.02% +46,417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352,181 shares 352,181 $21.5M 0.02% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,040,413 shares; 2025Q1: 997,338 shares; 2025Q2: 956,657 shares; 2025Q3: 909,446 shares; 2025Q4: 844,528 shares 844,528 $21.5M 0.02% -64,918 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 631,879 shares 631,879 $21.4M 0.02% new 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: 77,632 shares; 2024Q4: 80,572 shares; 2025Q1: 89,722 shares; 2025Q2: 82,919 shares; 2025Q3: 89,336 shares; 2025Q4: 86,855 shares 86,855 $21.4M 0.02% -2,481 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: 147,498 shares; 2024Q4: 164,481 shares; 2025Q1: 159,919 shares; 2025Q2: 182,602 shares; 2025Q3: 288,771 shares; 2025Q4: 354,310 shares 354,310 $21.4M 0.02% +65,539 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,672 shares; 2024Q4: 46,242 shares; 2025Q1: 52,409 shares; 2025Q2: 68,143 shares; 2025Q3: 75,350 shares; 2025Q4: 84,380 shares 84,380 $21.3M 0.02% +9,030 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: 41,588 shares; 2024Q4: 41,051 shares; 2025Q1: 51,846 shares; 2025Q2: 61,576 shares; 2025Q3: 67,088 shares; 2025Q4: 72,688 shares 72,688 $21.3M 0.02% +5,600 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,952 shares; 2024Q4: 254,646 shares; 2025Q1: 245,934 shares; 2025Q2: 229,419 shares; 2025Q3: 227,424 shares; 2025Q4: 211,930 shares 211,930 $21.3M 0.02% -15,494 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,238 shares; 2024Q4: 16,786 shares; 2025Q1: 18,200 shares; 2025Q2: 26,180 shares; 2025Q3: 74,558 shares; 2025Q4: 74,548 shares 74,548 $21.3M 0.02% -10 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: 99,592 shares; 2024Q4: 100,313 shares; 2025Q1: 120,914 shares; 2025Q2: 110,636 shares; 2025Q3: 128,766 shares; 2025Q4: 136,889 shares 136,889 $21.2M 0.02% +8,123 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,174 shares; 2024Q4: 118,852 shares; 2025Q1: 132,594 shares; 2025Q2: 119,458 shares; 2025Q3: 122,362 shares; 2025Q4: 129,760 shares 129,760 $21.2M 0.02% +7,398 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: 136,471 shares; 2024Q4: 143,078 shares; 2025Q1: 193,480 shares; 2025Q2: 223,851 shares; 2025Q3: 252,329 shares; 2025Q4: 303,958 shares 303,958 $21.1M 0.02% +51,629 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: 87,658 shares; 2024Q4: 97,748 shares; 2025Q1: 106,472 shares; 2025Q2: 111,144 shares; 2025Q3: 120,967 shares; 2025Q4: 138,366 shares 138,366 $20.9M 0.01% +17,399 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,350 shares; 2024Q4: 239,673 shares; 2025Q1: 242,983 shares; 2025Q2: 239,278 shares; 2025Q3: 238,665 shares; 2025Q4: 253,648 shares 253,648 $20.8M 0.01% +14,983 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: 65,886 shares; 2024Q4: 66,780 shares; 2025Q1: 102,624 shares; 2025Q2: 100,821 shares; 2025Q3: 102,475 shares; 2025Q4: 104,217 shares 104,217 $20.7M 0.01% +1,742 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: 13,221 shares; 2024Q4: 13,918 shares; 2025Q1: 14,837 shares; 2025Q2: 16,636 shares; 2025Q3: 20,881 shares; 2025Q4: 55,557 shares 55,557 $20.5M 0.01% +34,676 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: 149,781 shares; 2024Q4: 155,043 shares; 2025Q1: 167,364 shares; 2025Q2: 182,587 shares; 2025Q3: 182,017 shares; 2025Q4: 234,963 shares 234,963 $20.5M 0.01% +52,946 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,277 shares; 2024Q4: 239,045 shares; 2025Q1: 281,500 shares; 2025Q2: 327,361 shares; 2025Q3: 366,672 shares; 2025Q4: 402,369 shares 402,369 $20.4M 0.01% +35,697 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: 47,387 shares; 2024Q4: 54,298 shares; 2025Q1: 49,727 shares; 2025Q2: 55,463 shares; 2025Q3: 73,216 shares; 2025Q4: 103,556 shares 103,556 $20.1M 0.01% +30,340 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: 294,799 shares; 2024Q4: 308,622 shares; 2025Q1: 300,345 shares; 2025Q2: 372,131 shares; 2025Q3: 372,642 shares; 2025Q4: 393,313 shares 393,313 $20M 0.01% +20,671 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: 66,823 shares; 2024Q4: 71,433 shares; 2025Q1: 84,639 shares; 2025Q2: 90,651 shares; 2025Q3: 91,726 shares; 2025Q4: 96,087 shares 96,087 $20M 0.01% +4,361 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,545 shares; 2024Q4: 53,545 shares; 2025Q1: 52,991 shares; 2025Q2: 49,891 shares; 2025Q3: 62,080 shares; 2025Q4: 87,798 shares 87,798 $19.9M 0.01% +25,718 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: 246,835 shares; 2024Q4: 257,768 shares; 2025Q1: 295,779 shares; 2025Q2: 289,663 shares; 2025Q3: 300,939 shares; 2025Q4: 409,358 shares 409,358 $19.8M 0.01% +108,419 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,822 shares; 2024Q4: 171,717 shares; 2025Q1: 208,068 shares; 2025Q2: 261,811 shares; 2025Q3: 298,934 shares; 2025Q4: 334,235 shares 334,235 $19.6M 0.01% +35,301 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: 98,928 shares; 2024Q4: 100,957 shares; 2025Q1: 108,220 shares; 2025Q2: 121,394 shares; 2025Q3: 141,136 shares; 2025Q4: 197,701 shares 197,701 $19.6M 0.01% +56,565 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: 343,226 shares; 2024Q4: 342,440 shares; 2025Q1: 409,161 shares; 2025Q2: 443,878 shares; 2025Q3: 413,120 shares; 2025Q4: 364,643 shares 364,643 $19.6M 0.01% -48,477 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: 93,902 shares; 2024Q4: 112,143 shares; 2025Q1: 110,403 shares; 2025Q2: 125,913 shares; 2025Q3: 123,185 shares; 2025Q4: 139,093 shares 139,093 $19.6M 0.01% +15,908 Timeline AVSF 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: 323,385 shares; 2024Q4: 342,733 shares; 2025Q1: 352,546 shares; 2025Q2: 356,594 shares; 2025Q3: 390,113 shares; 2025Q4: 416,403 shares 416,403 $19.6M 0.01% +26,290 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: 71,202 shares; 2024Q4: 73,808 shares; 2025Q1: 84,105 shares; 2025Q2: 84,755 shares; 2025Q3: 83,297 shares; 2025Q4: 79,355 shares 79,355 $19.6M 0.01% -3,942 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: 58,122 shares; 2024Q4: 54,663 shares; 2025Q1: 57,883 shares; 2025Q2: 37,544 shares; 2025Q3: 498,054 shares; 2025Q4: 571,116 shares 571,116 $19.5M 0.01% +73,062 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,170 shares; 2024Q4: 59,072 shares; 2025Q1: 71,083 shares; 2025Q2: 79,668 shares; 2025Q3: 88,874 shares; 2025Q4: 95,096 shares 95,096 $19.5M 0.01% +6,222 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,079 shares; 2024Q4: 110,694 shares; 2025Q1: 244,916 shares; 2025Q2: 224,536 shares; 2025Q3: 222,852 shares; 2025Q4: 217,684 shares 217,684 $19.5M 0.01% -5,168 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,737 shares; 2024Q4: 214,064 shares; 2025Q1: 304,593 shares; 2025Q2: 337,510 shares; 2025Q3: 340,329 shares; 2025Q4: 385,775 shares 385,775 $19.5M 0.01% +45,446 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945,370 shares; 2024Q4: 1,005,192 shares; 2025Q1: 1,031,298 shares; 2025Q2: 1,027,036 shares; 2025Q3: 1,020,176 shares; 2025Q4: 1,026,356 shares 1,026,356 $19.4M 0.01% +6,180 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,009 shares; 2024Q4: 207,920 shares; 2025Q1: 206,437 shares; 2025Q2: 201,286 shares; 2025Q3: 219,655 shares; 2025Q4: 214,374 shares 214,374 $19.4M 0.01% -5,281 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: 79,105 shares; 2024Q4: 81,585 shares; 2025Q1: 93,596 shares; 2025Q2: 88,116 shares; 2025Q3: 90,661 shares; 2025Q4: 140,238 shares 140,238 $19.3M 0.01% +49,577 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: 250,891 shares; 2024Q4: 216,403 shares; 2025Q1: 232,893 shares; 2025Q2: 187,837 shares; 2025Q3: 185,619 shares; 2025Q4: 242,703 shares 242,703 $19.3M 0.01% +57,084 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,476 shares; 2024Q4: 201,916 shares; 2025Q1: 213,655 shares; 2025Q2: 224,490 shares; 2025Q3: 257,886 shares; 2025Q4: 329,416 shares 329,416 $19.2M 0.01% +71,530 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: 131,200 shares; 2024Q4: 136,973 shares; 2025Q1: 162,409 shares; 2025Q2: 140,887 shares; 2025Q3: 146,231 shares; 2025Q4: 165,727 shares 165,727 $19.2M 0.01% +19,496 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,283 shares; 2024Q4: 65,309 shares; 2025Q1: 46,654 shares; 2025Q2: 78,451 shares; 2025Q3: 244,911 shares; 2025Q4: 467,248 shares 467,248 $19.2M 0.01% +222,337 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: 73,594 shares; 2024Q4: 83,432 shares; 2025Q1: 118,353 shares; 2025Q2: 125,141 shares; 2025Q3: 147,877 shares; 2025Q4: 159,819 shares 159,819 $19.1M 0.01% +11,942 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: 188,018 shares; 2024Q4: 202,086 shares; 2025Q1: 219,182 shares; 2025Q2: 196,866 shares; 2025Q3: 198,556 shares; 2025Q4: 427,301 shares 427,301 $19.1M 0.01% +228,745 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: 59,655 shares; 2024Q4: 58,646 shares; 2025Q1: 75,942 shares; 2025Q2: 78,426 shares; 2025Q3: 71,440 shares; 2025Q4: 68,577 shares 68,577 $18.9M 0.01% -2,863 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: 210,085 shares; 2024Q4: 197,205 shares; 2025Q1: 202,010 shares; 2025Q2: 181,909 shares; 2025Q3: 178,533 shares; 2025Q4: 153,955 shares 153,955 $18.7M 0.01% -24,578 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,100 shares; 2024Q4: 234,061 shares; 2025Q1: 288,270 shares; 2025Q2: 295,356 shares; 2025Q3: 333,336 shares; 2025Q4: 381,642 shares 381,642 $18.7M 0.01% +48,306 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,869 shares; 2024Q4: 103,667 shares; 2025Q1: 102,933 shares; 2025Q2: 102,745 shares; 2025Q3: 106,939 shares; 2025Q4: 114,099 shares 114,099 $18.6M 0.01% +7,160 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,686 shares; 2024Q4: 759,421 shares; 2025Q1: 942,646 shares; 2025Q2: 891,218 shares; 2025Q3: 1,066,793 shares; 2025Q4: 1,168,390 shares 1,168,390 $18.5M 0.01% +101,597 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,002 shares; 2024Q4: 448,419 shares; 2025Q1: 537,865 shares; 2025Q2: 574,230 shares; 2025Q3: 665,202 shares; 2025Q4: 793,340 shares 793,340 $18.5M 0.01% +128,138 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,408 shares; 2024Q4: 41,785 shares; 2025Q1: 45,670 shares; 2025Q2: 62,279 shares; 2025Q3: 79,542 shares; 2025Q4: 106,858 shares 106,858 $18.4M 0.01% +27,316 Timeline SPGP 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: 91,157 shares; 2024Q4: 195,674 shares; 2025Q1: 200,730 shares; 2025Q2: 186,454 shares; 2025Q3: 175,839 shares; 2025Q4: 160,929 shares 160,929 $18.3M 0.01% -14,910 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: 84,573 shares; 2024Q4: 89,815 shares; 2025Q1: 90,852 shares; 2025Q2: 103,731 shares; 2025Q3: 107,547 shares; 2025Q4: 112,225 shares 112,225 $18.3M 0.01% +4,678 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,515 shares; 2024Q4: 191,076 shares; 2025Q1: 196,434 shares; 2025Q2: 189,002 shares; 2025Q3: 186,626 shares; 2025Q4: 187,967 shares 187,967 $18.2M 0.01% +1,341 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,262 shares; 2024Q4: 27,310 shares; 2025Q1: 30,905 shares; 2025Q2: 39,931 shares; 2025Q3: 41,082 shares; 2025Q4: 43,127 shares 43,127 $18.2M 0.01% +2,045 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: 23,733 shares; 2024Q4: 24,024 shares; 2025Q1: 28,188 shares; 2025Q2: 27,678 shares; 2025Q3: 29,706 shares; 2025Q4: 35,341 shares 35,341 $18.1M 0.01% +5,635 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: 139,342 shares; 2024Q4: 157,036 shares; 2025Q1: 169,721 shares; 2025Q2: 179,731 shares; 2025Q3: 198,076 shares; 2025Q4: 268,694 shares 268,694 $18M 0.01% +70,618 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,572 shares; 2024Q4: 267,136 shares; 2025Q1: 302,049 shares; 2025Q2: 327,132 shares; 2025Q3: 362,641 shares; 2025Q4: 376,358 shares 376,358 $18M 0.01% +13,717 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: 480,303 shares; 2024Q4: 501,185 shares; 2025Q1: 510,546 shares; 2025Q2: 520,285 shares; 2025Q3: 517,078 shares; 2025Q4: 522,080 shares 522,080 $18M 0.01% +5,002 Timeline ICF 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: 352,669 shares; 2024Q4: 346,948 shares; 2025Q1: 334,848 shares; 2025Q2: 317,412 shares; 2025Q3: 305,910 shares; 2025Q4: 299,400 shares 299,400 $17.9M 0.01% -6,510 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,972 shares; 2024Q4: 73,624 shares; 2025Q1: 107,454 shares; 2025Q2: 84,353 shares; 2025Q3: 85,408 shares; 2025Q4: 78,811 shares 78,811 $17.8M 0.01% -6,597 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: 32,848 shares; 2024Q4: 44,319 shares; 2025Q1: 50,137 shares; 2025Q2: 75,290 shares; 2025Q3: 75,836 shares; 2025Q4: 86,830 shares 86,830 $17.8M 0.01% +10,994 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: 82,794 shares; 2024Q4: 92,534 shares; 2025Q1: 118,017 shares; 2025Q2: 119,802 shares; 2025Q3: 132,126 shares; 2025Q4: 209,962 shares 209,962 $17.8M 0.01% +77,836 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: 103,740 shares; 2024Q4: 102,623 shares; 2025Q1: 145,408 shares; 2025Q2: 106,643 shares; 2025Q3: 157,075 shares; 2025Q4: 208,505 shares 208,505 $17.7M 0.01% +51,430 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: 38,119 shares; 2024Q4: 40,860 shares; 2025Q1: 50,394 shares; 2025Q2: 54,062 shares; 2025Q3: 61,917 shares; 2025Q4: 63,040 shares 63,040 $17.6M 0.01% +1,123 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: 412,376 shares; 2024Q4: 440,877 shares; 2025Q1: 524,528 shares; 2025Q2: 526,212 shares; 2025Q3: 643,962 shares; 2025Q4: 633,048 shares 633,048 $17.4M 0.01% -10,914 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,886 shares; 2024Q4: 162,265 shares; 2025Q1: 160,908 shares; 2025Q2: 151,569 shares; 2025Q3: 150,222 shares; 2025Q4: 152,393 shares 152,393 $17.3M 0.01% +2,171 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: 71,890 shares; 2024Q4: 71,111 shares; 2025Q1: 149,524 shares; 2025Q2: 136,502 shares; 2025Q3: 136,431 shares; 2025Q4: 152,036 shares 152,036 $17.3M 0.01% +15,605 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: 66,617 shares; 2024Q4: 66,982 shares; 2025Q1: 67,120 shares; 2025Q2: 67,838 shares; 2025Q3: 68,723 shares; 2025Q4: 59,689 shares 59,689 $17.2M 0.01% -9,034 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,344 shares; 2024Q4: 3,024,375 shares; 2025Q1: 3,078,693 shares; 2025Q2: 3,730,772 shares; 2025Q3: 4,529,396 shares; 2025Q4: 6,059,250 shares 6,059,250 $17.2M 0.01% +1,529,854 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,828 shares; 2024Q4: 326,198 shares; 2025Q1: 327,735 shares; 2025Q2: 326,991 shares; 2025Q3: 330,698 shares; 2025Q4: 324,463 shares 324,463 $17.2M 0.01% -6,235 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,637 shares; 2024Q4: 24,237 shares; 2025Q1: 23,917 shares; 2025Q2: 25,860 shares; 2025Q3: 36,578 shares; 2025Q4: 93,859 shares 93,859 $17.1M 0.01% +57,281 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,802 shares; 2024Q4: 696,473 shares; 2025Q1: 1,261,020 shares; 2025Q2: 1,689,542 shares; 2025Q3: 1,845,971 shares; 2025Q4: 2,160,185 shares 2,160,185 $17M 0.01% +314,214 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,033 shares; 2024Q4: 72,118 shares; 2025Q1: 79,370 shares; 2025Q2: 71,212 shares; 2025Q3: 73,204 shares; 2025Q4: 67,423 shares 67,423 $16.9M 0.01% -5,781 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: 110,962 shares; 2024Q4: 118,497 shares; 2025Q1: 124,228 shares; 2025Q2: 131,741 shares; 2025Q3: 123,128 shares; 2025Q4: 149,514 shares 149,514 $16.8M 0.01% +26,386 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 62,684 shares; 2025Q1: 243,138 shares; 2025Q2: 243,047 shares; 2025Q3: 245,729 shares; 2025Q4: 232,207 shares 232,207 $16.7M 0.01% -13,522 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,594 shares; 2024Q4: 135,974 shares; 2025Q1: 146,531 shares; 2025Q2: 144,206 shares; 2025Q3: 194,200 shares; 2025Q4: 229,060 shares 229,060 $16.6M 0.01% +34,860 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,354 shares; 2024Q4: 405,361 shares; 2025Q1: 408,378 shares; 2025Q2: 362,484 shares; 2025Q3: 337,826 shares; 2025Q4: 448,108 shares 448,108 $16.6M 0.01% +110,282 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: 40,030 shares; 2024Q4: 44,437 shares; 2025Q1: 48,199 shares; 2025Q2: 44,743 shares; 2025Q3: 50,897 shares; 2025Q4: 55,954 shares 55,954 $16.6M 0.01% +5,057 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,010 shares; 2024Q4: 266,552 shares; 2025Q1: 298,426 shares; 2025Q2: 259,110 shares; 2025Q3: 323,367 shares; 2025Q4: 357,067 shares 357,067 $16.5M 0.01% +33,700 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: 149,344 shares; 2024Q4: 157,475 shares; 2025Q1: 158,134 shares; 2025Q2: 162,739 shares; 2025Q3: 443,505 shares; 2025Q4: 498,179 shares 498,179 $16.5M 0.01% +54,674 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,498 shares; 2024Q4: 312,737 shares; 2025Q1: 279,468 shares; 2025Q2: 388,648 shares; 2025Q3: 415,438 shares; 2025Q4: 333,959 shares 333,959 $16.4M 0.01% -81,479 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,512 shares; 2024Q4: 635,921 shares; 2025Q1: 534,109 shares; 2025Q2: 1,094,932 shares; 2025Q3: 1,262,891 shares; 2025Q4: 1,162,252 shares 1,162,252 $16.3M 0.01% -100,639 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 13,837 shares; 2025Q1: 21,543 shares; 2025Q2: 26,479 shares; 2025Q3: 29,589 shares; 2025Q4: 28,069 shares 28,069 $16.3M 0.01% -1,520 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,384 shares; 2024Q4: 64,913 shares; 2025Q1: 82,419 shares; 2025Q2: 100,214 shares; 2025Q3: 129,646 shares; 2025Q4: 144,119 shares 144,119 $16.3M 0.01% +14,473 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,289 shares; 2024Q4: 47,005 shares; 2025Q1: 54,149 shares; 2025Q2: 83,532 shares; 2025Q3: 94,568 shares; 2025Q4: 103,873 shares 103,873 $16.3M 0.01% +9,305 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,050 shares; 2024Q4: 52,322 shares; 2025Q1: 53,425 shares; 2025Q2: 72,913 shares; 2025Q3: 92,459 shares; 2025Q4: 122,672 shares 122,672 $16.3M 0.01% +30,213 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: 32,421 shares; 2024Q4: 33,268 shares; 2025Q1: 43,143 shares; 2025Q2: 42,708 shares; 2025Q3: 42,810 shares; 2025Q4: 65,012 shares 65,012 $16.3M 0.01% +22,202 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,489 shares; 2024Q4: 49,532 shares; 2025Q1: 48,656 shares; 2025Q2: 49,803 shares; 2025Q3: 56,140 shares; 2025Q4: 58,824 shares 58,824 $16.2M 0.01% +2,684 Timeline RPG 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: 361,010 shares; 2024Q4: 354,849 shares; 2025Q1: 340,535 shares; 2025Q2: 350,189 shares; 2025Q3: 349,796 shares; 2025Q4: 346,440 shares 346,440 $16.2M 0.01% -3,356 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,962 shares; 2024Q4: 54,641 shares; 2025Q1: 82,287 shares; 2025Q2: 68,273 shares; 2025Q3: 137,271 shares; 2025Q4: 269,202 shares 269,202 $16.2M 0.01% +131,931 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,807 shares; 2024Q4: 90,475 shares; 2025Q1: 81,502 shares; 2025Q2: 107,999 shares; 2025Q3: 122,361 shares; 2025Q4: 144,406 shares 144,406 $16.1M 0.01% +22,045 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: 34,700 shares; 2024Q4: 36,212 shares; 2025Q1: 36,330 shares; 2025Q2: 36,493 shares; 2025Q3: 38,200 shares; 2025Q4: 41,692 shares 41,692 $16.1M 0.01% +3,492 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: 22,571 shares; 2024Q4: 23,602 shares; 2025Q1: 26,410 shares; 2025Q2: 28,551 shares; 2025Q3: 27,934 shares; 2025Q4: 32,685 shares 32,685 $16M 0.01% +4,751 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,522 shares; 2024Q4: 39,382 shares; 2025Q1: 42,836 shares; 2025Q2: 51,614 shares; 2025Q3: 98,764 shares; 2025Q4: 185,690 shares 185,690 $16M 0.01% +86,926 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: 38,509 shares; 2024Q4: 38,599 shares; 2025Q1: 44,226 shares; 2025Q2: 45,862 shares; 2025Q3: 45,617 shares; 2025Q4: 46,649 shares 46,649 $16M 0.01% +1,032 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,442 shares; 2024Q4: 81,370 shares; 2025Q1: 67,314 shares; 2025Q2: 60,890 shares; 2025Q3: 84,715 shares; 2025Q4: 117,219 shares 117,219 $15.9M 0.01% +32,504 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,775 shares; 2024Q4: 72,886 shares; 2025Q1: 72,491 shares; 2025Q2: 76,254 shares; 2025Q3: 89,149 shares; 2025Q4: 88,025 shares 88,025 $15.9M 0.01% -1,124 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: 7,273 shares; 2024Q4: 8,519 shares; 2025Q1: 10,216 shares; 2025Q2: 14,590 shares; 2025Q3: 15,856 shares; 2025Q4: 17,504 shares 17,504 $15.9M 0.01% +1,648 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: 77,137 shares; 2024Q4: 74,778 shares; 2025Q1: 75,411 shares; 2025Q2: 83,865 shares; 2025Q3: 84,657 shares; 2025Q4: 87,535 shares 87,535 $15.9M 0.01% +2,878 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,774 shares; 2024Q4: 24,546 shares; 2025Q1: 26,572 shares; 2025Q2: 55,407 shares; 2025Q3: 68,583 shares; 2025Q4: 90,002 shares 90,002 $15.8M 0.01% +21,419 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: 212,907 shares; 2025Q3: 224,611 shares; 2025Q4: 227,032 shares 227,032 $15.8M 0.01% +2,421 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: 40,209 shares; 2024Q4: 42,237 shares; 2025Q1: 46,840 shares; 2025Q2: 49,322 shares; 2025Q3: 57,718 shares; 2025Q4: 59,980 shares 59,980 $15.7M 0.01% +2,262 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: 27,171 shares; 2024Q4: 29,834 shares; 2025Q1: 43,345 shares; 2025Q2: 40,516 shares; 2025Q3: 40,487 shares; 2025Q4: 41,040 shares 41,040 $15.7M 0.01% +553 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: 171,119 shares; 2024Q4: 170,316 shares; 2025Q1: 212,808 shares; 2025Q2: 209,621 shares; 2025Q3: 213,360 shares; 2025Q4: 217,995 shares 217,995 $15.6M 0.01% +4,635 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,543 shares; 2024Q4: 74,607 shares; 2025Q1: 93,527 shares; 2025Q2: 93,946 shares; 2025Q3: 117,485 shares; 2025Q4: 189,617 shares 189,617 $15.5M 0.01% +72,132 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,732 shares; 2024Q4: 162,463 shares; 2025Q1: 184,449 shares; 2025Q2: 190,678 shares; 2025Q3: 215,888 shares; 2025Q4: 240,959 shares 240,959 $15.5M 0.01% +25,071 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,327 shares; 2024Q4: 271,980 shares; 2025Q1: 506,662 shares; 2025Q2: 442,521 shares; 2025Q3: 419,772 shares; 2025Q4: 374,747 shares 374,747 $15.5M 0.01% -45,025 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,247 shares; 2024Q4: 89,632 shares; 2025Q1: 179,876 shares; 2025Q2: 186,162 shares; 2025Q3: 203,245 shares; 2025Q4: 190,064 shares 190,064 $15.4M 0.01% -13,181 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: 57,528 shares; 2024Q4: 65,623 shares; 2025Q1: 153,194 shares; 2025Q2: 128,258 shares; 2025Q3: 124,468 shares; 2025Q4: 145,538 shares 145,538 $15.3M 0.01% +21,070 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,105 shares; 2024Q4: 252,120 shares; 2025Q1: 259,037 shares; 2025Q2: 258,586 shares; 2025Q3: 265,431 shares; 2025Q4: 293,122 shares 293,122 $15.3M 0.01% +27,691 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,141 shares; 2024Q4: 22,226 shares; 2025Q1: 21,933 shares; 2025Q2: 51,672 shares; 2025Q3: 63,690 shares; 2025Q4: 112,493 shares 112,493 $15.3M 0.01% +48,803 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: 145,947 shares; 2024Q4: 159,138 shares; 2025Q1: 176,116 shares; 2025Q2: 193,216 shares; 2025Q3: 227,312 shares; 2025Q4: 243,674 shares 243,674 $15.2M 0.01% +16,362 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: 25,927 shares; 2024Q4: 31,877 shares; 2025Q1: 34,395 shares; 2025Q2: 32,438 shares; 2025Q3: 35,405 shares; 2025Q4: 39,108 shares 39,108 $15.2M 0.01% +3,703 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: 90,773 shares; 2024Q4: 98,360 shares; 2025Q1: 95,816 shares; 2025Q2: 125,784 shares; 2025Q3: 158,181 shares; 2025Q4: 198,074 shares 198,074 $15.2M 0.01% +39,893 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: 13,826 shares; 2024Q4: 16,087 shares; 2025Q1: 18,585 shares; 2025Q2: 23,620 shares; 2025Q3: 40,441 shares; 2025Q4: 53,413 shares 53,413 $15.1M 0.01% +12,972 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: 130,967 shares; 2024Q4: 139,623 shares; 2025Q1: 174,162 shares; 2025Q2: 167,660 shares; 2025Q3: 195,607 shares; 2025Q4: 191,206 shares 191,206 $15.1M 0.01% -4,401 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: 2,519 shares; 2024Q4: 2,778 shares; 2025Q1: 2,889 shares; 2025Q2: 3,564 shares; 2025Q3: 5,184 shares; 2025Q4: 4,430 shares 4,430 $15M 0.01% -754 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,699 shares; 2024Q4: 385,693 shares; 2025Q1: 445,853 shares; 2025Q2: 358,539 shares; 2025Q3: 770,690 shares; 2025Q4: 521,139 shares 521,139 $15M 0.01% -249,551 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,200 shares; 2025Q1: 5,601 shares; 2025Q2: 5,781 shares; 2025Q3: 6,239 shares; 2025Q4: 6,950 shares 6,950 $14.9M 0.01% +711 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,229 shares; 2024Q4: 35,614 shares; 2025Q1: 35,316 shares; 2025Q2: 36,415 shares; 2025Q3: 41,081 shares; 2025Q4: 41,292 shares 41,292 $14.9M 0.01% +211 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874,002 shares; 2024Q4: 862,025 shares; 2025Q1: 1,038,860 shares; 2025Q2: 1,056,326 shares; 2025Q3: 1,078,560 shares; 2025Q4: 1,131,353 shares 1,131,353 $14.8M 0.01% +52,793 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: 796,099 shares; 2024Q4: 970,295 shares; 2025Q1: 1,032,962 shares; 2025Q2: 1,095,122 shares; 2025Q3: 1,573,426 shares; 2025Q4: 898,875 shares 898,875 $14.8M 0.01% -674,551 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: 87,508 shares; 2024Q4: 98,646 shares; 2025Q1: 121,969 shares; 2025Q2: 110,895 shares; 2025Q3: 122,605 shares; 2025Q4: 121,604 shares 121,604 $14.8M 0.01% -1,001 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: 4,429 shares; 2024Q4: 4,572 shares; 2025Q1: 5,153 shares; 2025Q2: 4,706 shares; 2025Q3: 4,930 shares; 2025Q4: 8,728 shares 8,728 $14.8M 0.01% +3,798 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,913 shares; 2024Q4: 238,429 shares; 2025Q1: 268,920 shares; 2025Q2: 317,369 shares; 2025Q3: 380,892 shares; 2025Q4: 352,802 shares 352,802 $14.7M 0.01% -28,090 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: 148,405 shares; 2024Q4: 208,315 shares; 2025Q1: 246,516 shares; 2025Q2: 232,525 shares; 2025Q3: 237,172 shares; 2025Q4: 219,059 shares 219,059 $14.7M 0.01% -18,113 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: 11,560 shares; 2024Q4: 13,127 shares; 2025Q1: 13,332 shares; 2025Q2: 13,862 shares; 2025Q3: 13,295 shares; 2025Q4: 14,554 shares 14,554 $14.7M 0.01% +1,259 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: 33,156 shares; 2024Q4: 37,338 shares; 2025Q1: 40,336 shares; 2025Q2: 42,322 shares; 2025Q3: 45,542 shares; 2025Q4: 50,883 shares 50,883 $14.6M 0.01% +5,341 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,364 shares; 2024Q4: 160,070 shares; 2025Q1: 193,242 shares; 2025Q2: 151,099 shares; 2025Q3: 490,695 shares; 2025Q4: 906,084 shares 906,084 $14.6M 0.01% +415,389 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,916 shares; 2024Q4: 168,827 shares; 2025Q1: 179,821 shares; 2025Q2: 206,866 shares; 2025Q3: 232,149 shares; 2025Q4: 256,916 shares 256,916 $14.5M 0.01% +24,767 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: 74,993 shares; 2024Q4: 103,090 shares; 2025Q1: 101,179 shares; 2025Q2: 99,920 shares; 2025Q3: 102,416 shares; 2025Q4: 102,836 shares 102,836 $14.5M 0.01% +420 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: 31,052 shares; 2024Q4: 41,630 shares; 2025Q1: 42,538 shares; 2025Q2: 62,513 shares; 2025Q3: 81,074 shares; 2025Q4: 89,886 shares 89,886 $14.5M 0.01% +8,812 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: 13,046 shares; 2024Q4: 13,713 shares; 2025Q1: 14,216 shares; 2025Q2: 15,309 shares; 2025Q3: 16,937 shares; 2025Q4: 17,916 shares 17,916 $14.5M 0.01% +979 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: 5,846 shares; 2024Q4: 9,126 shares; 2025Q1: 9,316 shares; 2025Q2: 11,273 shares; 2025Q3: 9,185 shares; 2025Q4: 10,852 shares 10,852 $14.4M 0.01% +1,667 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,506 shares; 2024Q4: 102,348 shares; 2025Q1: 103,574 shares; 2025Q2: 103,368 shares; 2025Q3: 101,313 shares; 2025Q4: 102,118 shares 102,118 $14.4M 0.01% +805 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,203 shares 220,203 $14.4M 0.01% new 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: 15,767 shares; 2024Q4: 16,393 shares; 2025Q1: 17,733 shares; 2025Q2: 20,766 shares; 2025Q3: 22,887 shares; 2025Q4: 23,136 shares 23,136 $14.4M 0.01% +249 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: 42,827 shares; 2024Q4: 42,531 shares; 2025Q1: 45,505 shares; 2025Q2: 53,245 shares; 2025Q3: 60,360 shares; 2025Q4: 120,001 shares 120,001 $14.3M 0.01% +59,641 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,876 shares; 2024Q4: 46,038 shares; 2025Q1: 56,638 shares; 2025Q2: 65,545 shares; 2025Q3: 73,585 shares; 2025Q4: 83,854 shares 83,854 $14.2M 0.01% +10,269 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: 34,904 shares; 2024Q4: 29,476 shares; 2025Q1: 31,431 shares; 2025Q2: 29,476 shares; 2025Q3: 32,096 shares; 2025Q4: 40,030 shares 40,030 $14.1M 0.01% +7,934 Timeline