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: 3,751,908 shares; 2024Q4: 5,613,811 shares; 2025Q1: 5,699,371 shares; 2025Q2: 6,275,291 shares; 2025Q3: 6,772,706 shares; 2025Q4: 9,521,669 shares 9,521,669 $2.57B 2.93% +2,748,963 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841,926 shares; 2024Q4: 2,613,338 shares; 2025Q1: 2,682,264 shares; 2025Q2: 2,731,392 shares; 2025Q3: 2,801,975 shares; 2025Q4: 4,434,417 shares 4,434,417 $2.15B 2.45% +1,632,442 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: 2,593,665 shares; 2024Q4: 3,678,313 shares; 2025Q1: 3,788,275 shares; 2025Q2: 4,406,489 shares; 2025Q3: 5,347,859 shares; 2025Q4: 11,419,002 shares 11,419,002 $2.13B 2.42% +6,071,143 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: 1,065,702 shares; 2024Q4: 1,308,865 shares; 2025Q1: 1,396,978 shares; 2025Q2: 1,629,679 shares; 2025Q3: 6,685,624 shares; 2025Q4: 13,123,017 shares 13,123,017 $1.89B 2.15% +6,437,393 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: 38,716,303 shares; 2024Q4: 38,830,362 shares; 2025Q1: 40,316,550 shares; 2025Q2: 40,969,925 shares; 2025Q3: 42,523,921 shares; 2025Q4: 42,704,909 shares 42,704,909 $1.69B 1.93% +180,988 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321,840 shares; 2024Q4: 1,463,619 shares; 2025Q1: 1,430,680 shares; 2025Q2: 1,548,766 shares; 2025Q3: 2,504,012 shares; 2025Q4: 2,662,135 shares 2,662,135 $1.67B 1.9% +158,123 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: 579,787 shares; 2024Q4: 874,804 shares; 2025Q1: 841,691 shares; 2025Q2: 1,118,972 shares; 2025Q3: 2,462,854 shares; 2025Q4: 2,853,451 shares 2,853,451 $1.6B 1.83% +390,597 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: 2,354,646 shares; 2024Q4: 4,001,862 shares; 2025Q1: 4,109,074 shares; 2025Q2: 4,262,455 shares; 2025Q3: 4,506,840 shares; 2025Q4: 6,893,921 shares 6,893,921 $1.59B 1.81% +2,387,081 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,403 shares; 2024Q4: 637,996 shares; 2025Q1: 649,627 shares; 2025Q2: 797,865 shares; 2025Q3: 1,663,883 shares; 2025Q4: 2,096,127 shares 2,096,127 $1.44B 1.64% +432,244 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: 1,626,040 shares; 2024Q4: 2,975,850 shares; 2025Q1: 3,009,731 shares; 2025Q2: 3,189,337 shares; 2025Q3: 3,118,389 shares; 2025Q4: 4,333,782 shares 4,333,782 $1.35B 1.54% +1,215,393 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: 1,478,300 shares; 2024Q4: 2,104,718 shares; 2025Q1: 2,126,417 shares; 2025Q2: 2,239,573 shares; 2025Q3: 2,445,104 shares; 2025Q4: 4,054,798 shares 4,054,798 $1.26B 1.43% +1,609,694 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,770 shares; 2024Q4: 90,768 shares; 2025Q1: 90,991 shares; 2025Q2: 90,990 shares; 2025Q3: 90,990 shares; 2025Q4: 45,042,212 shares 45,042,212 $1.22B 1.39% +44,951,222 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: 31,072 shares; 2024Q4: 29,625 shares; 2025Q1: 34,856 shares; 2025Q2: 41,097 shares; 2025Q3: 725,567 shares; 2025Q4: 1,297,055 shares 1,297,055 $978M 1.11% +571,488 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: 1,509,936 shares; 2024Q4: 2,253,300 shares; 2025Q1: 2,232,074 shares; 2025Q2: 2,279,976 shares; 2025Q3: 2,367,050 shares; 2025Q4: 3,007,563 shares 3,007,563 $968M 1.1% +640,513 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: 4,169,128 shares; 2024Q4: 4,512,125 shares; 2025Q1: 4,674,812 shares; 2025Q2: 4,894,023 shares; 2025Q3: 5,010,735 shares; 2025Q4: 6,150,404 shares 6,150,404 $915M 1.04% +1,139,669 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: 276,363 shares; 2024Q4: 805,185 shares; 2025Q1: 791,207 shares; 2025Q2: 756,869 shares; 2025Q3: 1,324,870 shares; 2025Q4: 1,908,493 shares 1,908,493 $903M 1.03% +583,623 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: 503,527 shares; 2024Q4: 889,603 shares; 2025Q1: 983,561 shares; 2025Q2: 1,053,004 shares; 2025Q3: 1,394,243 shares; 2025Q4: 2,603,858 shares 2,603,858 $900M 1.03% +1,209,615 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,575 shares; 2024Q4: 1,402,684 shares; 2025Q1: 1,122,829 shares; 2025Q2: 1,446,595 shares; 2025Q3: 1,764,329 shares; 2025Q4: 2,549,585 shares 2,549,585 $855M 0.97% +785,256 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,106,232 shares; 2024Q4: 31,284,856 shares; 2025Q1: 30,817,473 shares; 2025Q2: 31,261,025 shares; 2025Q3: 34,454,506 shares; 2025Q4: 36,371,177 shares 36,371,177 $847M 0.97% +1,916,671 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: 515,991 shares; 2024Q4: 655,673 shares; 2025Q1: 663,728 shares; 2025Q2: 659,963 shares; 2025Q3: 3,210,807 shares; 2025Q4: 4,312,622 shares 4,312,622 $824M 0.94% +1,101,815 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: 227,470 shares; 2024Q4: 498,268 shares; 2025Q1: 497,294 shares; 2025Q2: 581,491 shares; 2025Q3: 745,357 shares; 2025Q4: 1,219,622 shares 1,219,622 $806M 0.92% +474,265 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: 12,223,851 shares; 2024Q4: 12,188,115 shares; 2025Q1: 12,985,015 shares; 2025Q2: 12,758,269 shares; 2025Q3: 13,243,500 shares; 2025Q4: 13,284,203 shares 13,284,203 $791M 0.9% +40,703 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: 7,010,913 shares; 2024Q4: 7,842,067 shares; 2025Q1: 8,078,018 shares; 2025Q2: 8,459,588 shares; 2025Q3: 9,471,486 shares; 2025Q4: 12,566,508 shares 12,566,508 $753M 0.86% +3,095,022 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324,624 shares; 2024Q4: 2,612,433 shares; 2025Q1: 10,998,637 shares; 2025Q2: 18,002,845 shares; 2025Q3: 18,587,943 shares; 2025Q4: 19,304,073 shares 19,304,073 $734M 0.84% +716,130 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: 753,274 shares; 2024Q4: 918,403 shares; 2025Q1: 917,585 shares; 2025Q2: 934,666 shares; 2025Q3: 1,739,749 shares; 2025Q4: 1,955,205 shares 1,955,205 $730M 0.83% +215,456 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: 11,252,710 shares; 2024Q4: 11,604,094 shares; 2025Q1: 12,243,964 shares; 2025Q2: 11,680,814 shares; 2025Q3: 12,280,302 shares; 2025Q4: 13,823,466 shares 13,823,466 $690M 0.79% +1,543,164 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: 14,388,727 shares; 2024Q4: 14,469,845 shares; 2025Q1: 14,874,351 shares; 2025Q2: 13,365,832 shares; 2025Q3: 14,681,894 shares; 2025Q4: 14,767,787 shares 14,767,787 $688M 0.78% +85,893 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: 8,269,247 shares; 2024Q4: 8,423,973 shares; 2025Q1: 8,381,976 shares; 2025Q2: 8,084,925 shares; 2025Q3: 9,198,125 shares; 2025Q4: 9,261,059 shares 9,261,059 $687M 0.78% +62,934 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: 297,284 shares; 2024Q4: 582,259 shares; 2025Q1: 570,398 shares; 2025Q2: 892,872 shares; 2025Q3: 10,987,886 shares; 2025Q4: 12,376,864 shares 12,376,864 $678M 0.77% +1,388,978 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: 1,743,408 shares; 2024Q4: 1,770,447 shares; 2025Q1: 5,687,232 shares; 2025Q2: 5,908,604 shares; 2025Q3: 6,091,385 shares; 2025Q4: 6,542,029 shares 6,542,029 $667M 0.76% +450,644 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: 501,436 shares; 2024Q4: 653,745 shares; 2025Q1: 654,148 shares; 2025Q2: 713,438 shares; 2025Q3: 972,951 shares; 2025Q4: 1,278,710 shares 1,278,710 $643M 0.73% +305,759 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,589 shares; 2024Q4: 312,286 shares; 2025Q1: 243,459 shares; 2025Q2: 361,855 shares; 2025Q3: 4,942,628 shares; 2025Q4: 4,938,294 shares 4,938,294 $581M 0.66% -4,334 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: 5,829,705 shares; 2024Q4: 6,109,849 shares; 2025Q1: 5,943,570 shares; 2025Q2: 6,417,776 shares; 2025Q3: 6,874,472 shares; 2025Q4: 6,665,623 shares 6,665,623 $564M 0.64% -208,849 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: 215,692 shares; 2024Q4: 219,374 shares; 2025Q1: 219,621 shares; 2025Q2: 255,800 shares; 2025Q3: 258,747 shares; 2025Q4: 944,756 shares 944,756 $547M 0.62% +686,009 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: 3,616,396 shares; 2024Q4: 4,343,382 shares; 2025Q1: 13,693,393 shares; 2025Q2: 12,915,171 shares; 2025Q3: 13,310,578 shares; 2025Q4: 13,780,968 shares 13,780,968 $524M 0.6% +470,390 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684,967 shares; 2024Q4: 4,118,984 shares; 2025Q1: 3,933,357 shares; 2025Q2: 4,629,495 shares; 2025Q3: 5,480,027 shares; 2025Q4: 7,879,679 shares 7,879,679 $492M 0.56% +2,399,652 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: 801,874 shares; 2024Q4: 881,558 shares; 2025Q1: 863,201 shares; 2025Q2: 940,798 shares; 2025Q3: 2,739,901 shares; 2025Q4: 3,098,148 shares 3,098,148 $480M 0.55% +358,247 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: 26,429 shares; 2024Q4: 603,600 shares; 2025Q1: 1,891,522 shares; 2025Q2: 2,102,766 shares; 2025Q3: 2,146,075 shares; 2025Q4: 2,386,956 shares 2,386,956 $474M 0.54% +240,881 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436,949 shares; 2024Q4: 2,823,749 shares; 2025Q1: 6,378,392 shares; 2025Q2: 12,915,929 shares; 2025Q3: 13,449,726 shares; 2025Q4: 14,498,056 shares 14,498,056 $459M 0.52% +1,048,330 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: 361,680 shares; 2024Q4: 402,224 shares; 2025Q1: 401,537 shares; 2025Q2: 452,615 shares; 2025Q3: 519,799 shares; 2025Q4: 1,238,994 shares 1,238,994 $435M 0.5% +719,195 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,161 shares; 2025Q1: 35,293 shares; 2025Q2: 35,379 shares; 2025Q3: 32,772 shares; 2025Q4: 8,228,884 shares 8,228,884 $416M 0.47% +8,196,112 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: 140,770 shares; 2024Q4: 601,527 shares; 2025Q1: 456,357 shares; 2025Q2: 497,181 shares; 2025Q3: 593,794 shares; 2025Q4: 1,895,562 shares 1,895,562 $404M 0.46% +1,301,768 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: 295,130 shares; 2024Q4: 605,131 shares; 2025Q1: 607,702 shares; 2025Q2: 601,709 shares; 2025Q3: 602,510 shares; 2025Q4: 687,542 shares 687,542 $392M 0.45% +85,032 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467,906 shares; 2024Q4: 2,680,308 shares; 2025Q1: 2,439,755 shares; 2025Q2: 2,391,296 shares; 2025Q3: 2,488,741 shares; 2025Q4: 3,520,855 shares 3,520,855 $389M 0.44% +1,032,114 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: 2,872,131 shares; 2024Q4: 3,253,040 shares; 2025Q1: 3,578,494 shares; 2025Q2: 3,552,546 shares; 2025Q3: 3,766,106 shares; 2025Q4: 4,118,742 shares 4,118,742 $387M 0.44% +352,636 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: 15,816 shares; 2024Q4: 20,845 shares; 2025Q1: 20,053 shares; 2025Q2: 19,513 shares; 2025Q3: 1,511,032 shares; 2025Q4: 3,046,790 shares 3,046,790 $364M 0.41% +1,535,758 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: 720,908 shares; 2024Q4: 1,210,979 shares; 2025Q1: 1,034,547 shares; 2025Q2: 1,146,235 shares; 2025Q3: 1,297,134 shares; 2025Q4: 1,874,285 shares 1,874,285 $359M 0.41% +577,151 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: 325,862 shares; 2024Q4: 351,995 shares; 2025Q1: 333,354 shares; 2025Q2: 329,275 shares; 2025Q3: 330,113 shares; 2025Q4: 2,210,948 shares 2,210,948 $358M 0.41% +1,880,835 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: 18,905 shares; 2024Q4: 20,025 shares; 2025Q1: 763,435 shares; 2025Q2: 769,238 shares; 2025Q3: 766,474 shares; 2025Q4: 1,042,292 shares 1,042,292 $357M 0.41% +275,818 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: 1,341,505 shares; 2024Q4: 2,076,913 shares; 2025Q1: 2,079,944 shares; 2025Q2: 2,136,604 shares; 2025Q3: 2,420,775 shares; 2025Q4: 2,948,433 shares 2,948,433 $355M 0.4% +527,658 Timeline QUS 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: 1,787,424 shares; 2024Q4: 1,881,980 shares; 2025Q1: 1,918,598 shares; 2025Q2: 1,986,570 shares; 2025Q3: 2,060,903 shares; 2025Q4: 2,032,514 shares 2,032,514 $353M 0.4% -28,389 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,114,024 shares; 2024Q4: 10,968,283 shares; 2025Q1: 10,688,333 shares; 2025Q2: 10,306,430 shares; 2025Q3: 10,975,329 shares; 2025Q4: 10,675,346 shares 10,675,346 $349M 0.4% -299,983 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: 812,455 shares; 2025Q1: 442,143 shares; 2025Q2: 442,905 shares; 2025Q3: 449,637 shares; 2025Q4: 2,046,824 shares 2,046,824 $343M 0.39% +1,597,187 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: 533,235 shares; 2024Q4: 536,379 shares; 2025Q1: 539,934 shares; 2025Q2: 554,038 shares; 2025Q3: 570,440 shares; 2025Q4: 706,264 shares 706,264 $341M 0.39% +135,824 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: 894,459 shares; 2024Q4: 1,162,753 shares; 2025Q1: 1,193,378 shares; 2025Q2: 1,257,282 shares; 2025Q3: 1,294,964 shares; 2025Q4: 1,598,938 shares 1,598,938 $328M 0.37% +303,974 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: 43,282 shares; 2024Q4: 88,599 shares; 2025Q1: 88,339 shares; 2025Q2: 226,795 shares; 2025Q3: 2,074,413 shares; 2025Q4: 2,078,231 shares 2,078,231 $322M 0.37% +3,818 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: 1,133,757 shares; 2024Q4: 1,726,552 shares; 2025Q1: 1,782,391 shares; 2025Q2: 1,835,871 shares; 2025Q3: 1,903,949 shares; 2025Q4: 2,171,849 shares 2,171,849 $311M 0.35% +267,900 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: 118,579 shares; 2024Q4: 257,517 shares; 2025Q1: 259,602 shares; 2025Q2: 263,609 shares; 2025Q3: 279,463 shares; 2025Q4: 348,598 shares 348,598 $303M 0.35% +69,135 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: 159,264 shares; 2024Q4: 476,630 shares; 2025Q1: 476,848 shares; 2025Q2: 496,100 shares; 2025Q3: 561,038 shares; 2025Q4: 1,412,808 shares 1,412,808 $297M 0.34% +851,770 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: 2,510,210 shares; 2024Q4: 2,798,325 shares; 2025Q1: 3,012,238 shares; 2025Q2: 3,079,266 shares; 2025Q3: 3,407,248 shares; 2025Q4: 3,516,695 shares 3,516,695 $290M 0.33% +109,447 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: 21,435 shares; 2024Q4: 48,658 shares; 2025Q1: 46,836 shares; 2025Q2: 47,189 shares; 2025Q3: 574,858 shares; 2025Q4: 597,337 shares 597,337 $287M 0.33% +22,479 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,924 shares; 2024Q4: 33,888 shares; 2025Q1: 33,500 shares; 2025Q2: 36,246 shares; 2025Q3: 34,798 shares; 2025Q4: 1,406,286 shares 1,406,286 $286M 0.33% +1,371,488 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: 989,951 shares; 2024Q4: 1,126,149 shares; 2025Q1: 1,122,798 shares; 2025Q2: 1,123,906 shares; 2025Q3: 1,165,159 shares; 2025Q4: 1,960,580 shares 1,960,580 $281M 0.32% +795,421 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: 4,678,596 shares; 2024Q4: 5,691,547 shares; 2025Q1: 6,359,192 shares; 2025Q2: 6,450,225 shares; 2025Q3: 7,357,736 shares; 2025Q4: 8,361,969 shares 8,361,969 $277M 0.32% +1,004,233 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: 19,185 shares; 2024Q4: 23,151 shares; 2025Q1: 52,872 shares; 2025Q2: 73,695 shares; 2025Q3: 74,095 shares; 2025Q4: 745,768 shares 745,768 $269M 0.31% +671,673 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: 214,932 shares; 2024Q4: 239,855 shares; 2025Q1: 263,455 shares; 2025Q2: 338,755 shares; 2025Q3: 430,122 shares; 2025Q4: 596,315 shares 596,315 $268M 0.31% +166,193 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136,834 shares; 2024Q4: 1,334,413 shares; 2025Q1: 1,371,121 shares; 2025Q2: 1,399,264 shares; 2025Q3: 1,444,281 shares; 2025Q4: 1,722,170 shares 1,722,170 $262M 0.3% +277,889 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690,819 shares; 2024Q4: 3,339,831 shares; 2025Q1: 3,630,430 shares; 2025Q2: 3,683,265 shares; 2025Q3: 4,685,892 shares; 2025Q4: 5,445,744 shares 5,445,744 $261M 0.3% +759,852 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: 2,309,227 shares; 2024Q4: 2,359,936 shares; 2025Q1: 1,828,773 shares; 2025Q2: 2,102,037 shares; 2025Q3: 2,136,182 shares; 2025Q4: 2,945,065 shares 2,945,065 $260M 0.3% +808,883 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: 265,920 shares; 2024Q4: 416,996 shares; 2025Q1: 413,144 shares; 2025Q2: 518,381 shares; 2025Q3: 522,826 shares; 2025Q4: 1,225,078 shares 1,225,078 $260M 0.3% +702,252 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: 246,482 shares; 2024Q4: 265,110 shares; 2025Q1: 264,052 shares; 2025Q2: 263,877 shares; 2025Q3: 261,658 shares; 2025Q4: 1,076,594 shares 1,076,594 $260M 0.3% +814,936 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: 141,405 shares; 2024Q4: 310,702 shares; 2025Q1: 328,232 shares; 2025Q2: 350,038 shares; 2025Q3: 552,807 shares; 2025Q4: 1,592,622 shares 1,592,622 $256M 0.29% +1,039,815 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: 2,733,406 shares; 2024Q4: 2,712,060 shares; 2025Q1: 2,678,647 shares; 2025Q2: 3,068,777 shares; 2025Q3: 3,402,755 shares; 2025Q4: 3,517,043 shares 3,517,043 $245M 0.28% +114,288 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: 96,554 shares; 2024Q4: 176,850 shares; 2025Q1: 173,638 shares; 2025Q2: 197,553 shares; 2025Q3: 355,467 shares; 2025Q4: 274,311 shares 274,311 $241M 0.27% -81,156 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: 263,268 shares; 2024Q4: 432,068 shares; 2025Q1: 432,652 shares; 2025Q2: 448,212 shares; 2025Q3: 403,501 shares; 2025Q4: 889,356 shares 889,356 $239M 0.27% +485,855 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: 350,407 shares; 2024Q4: 415,569 shares; 2025Q1: 423,287 shares; 2025Q2: 450,512 shares; 2025Q3: 531,122 shares; 2025Q4: 687,479 shares 687,479 $239M 0.27% +156,357 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: 71,965 shares; 2024Q4: 118,897 shares; 2025Q1: 123,635 shares; 2025Q2: 151,228 shares; 2025Q3: 163,922 shares; 2025Q4: 222,242 shares 222,242 $237M 0.27% +58,320 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: 43,009 shares; 2024Q4: 221,706 shares; 2025Q1: 231,301 shares; 2025Q2: 251,846 shares; 2025Q3: 251,289 shares; 2025Q4: 895,329 shares 895,329 $237M 0.27% +644,040 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: 474,683 shares; 2024Q4: 919,993 shares; 2025Q1: 927,442 shares; 2025Q2: 1,066,510 shares; 2025Q3: 1,060,962 shares; 2025Q4: 1,920,546 shares 1,920,546 $237M 0.27% +859,584 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: 19,630 shares; 2024Q4: 2,350,826 shares; 2025Q1: 2,370,981 shares; 2025Q2: 2,411,847 shares; 2025Q3: 2,462,898 shares; 2025Q4: 2,579,158 shares 2,579,158 $227M 0.26% +116,260 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: 240,827 shares; 2024Q4: 270,258 shares; 2025Q1: 291,012 shares; 2025Q2: 309,834 shares; 2025Q3: 317,899 shares; 2025Q4: 395,641 shares 395,641 $227M 0.26% +77,742 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: 468,152 shares; 2024Q4: 599,781 shares; 2025Q1: 787,278 shares; 2025Q2: 1,053,609 shares; 2025Q3: 992,541 shares; 2025Q4: 2,256,061 shares 2,256,061 $226M 0.26% +1,263,520 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: 329,777 shares; 2024Q4: 349,290 shares; 2025Q1: 344,252 shares; 2025Q2: 1,928,514 shares; 2025Q3: 1,927,584 shares; 2025Q4: 1,979,602 shares 1,979,602 $221M 0.25% +52,018 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: 192,118 shares; 2024Q4: 761,595 shares; 2025Q1: 798,526 shares; 2025Q2: 892,683 shares; 2025Q3: 874,037 shares; 2025Q4: 6,602,251 shares 6,602,251 $215M 0.25% +5,728,214 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: 726,193 shares; 2024Q4: 839,409 shares; 2025Q1: 889,635 shares; 2025Q2: 883,561 shares; 2025Q3: 906,741 shares; 2025Q4: 1,249,957 shares 1,249,957 $214M 0.24% +343,216 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487,589 shares; 2024Q4: 2,932,718 shares; 2025Q1: 3,103,260 shares; 2025Q2: 3,233,550 shares; 2025Q3: 3,584,886 shares; 2025Q4: 4,254,717 shares 4,254,717 $210M 0.24% +669,831 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: 183,671 shares; 2024Q4: 189,874 shares; 2025Q1: 201,397 shares; 2025Q2: 207,999 shares; 2025Q3: 257,368 shares; 2025Q4: 2,101,463 shares 2,101,463 $210M 0.24% +1,844,095 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: 404,997 shares; 2024Q4: 1,040,110 shares; 2025Q1: 881,864 shares; 2025Q2: 935,578 shares; 2025Q3: 1,068,456 shares; 2025Q4: 1,745,654 shares 1,745,654 $210M 0.24% +677,198 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: 430,409 shares; 2024Q4: 529,590 shares; 2025Q1: 538,219 shares; 2025Q2: 629,511 shares; 2025Q3: 649,808 shares; 2025Q4: 912,360 shares 912,360 $208M 0.24% +262,552 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: 1,718,809 shares; 2024Q4: 1,863,194 shares; 2025Q1: 1,682,274 shares; 2025Q2: 1,653,158 shares; 2025Q3: 1,665,916 shares; 2025Q4: 2,705,154 shares 2,705,154 $208M 0.24% +1,039,238 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: 667,462 shares; 2024Q4: 211,292 shares; 2025Q1: 207,256 shares; 2025Q2: 214,539 shares; 2025Q3: 229,861 shares; 2025Q4: 1,324,168 shares 1,324,168 $204M 0.23% +1,094,307 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 43,631 shares; 2025Q1: 47,357 shares; 2025Q2: 51,783 shares; 2025Q3: 52,798 shares; 2025Q4: 1,404,576 shares 1,404,576 $203M 0.23% +1,351,778 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: 442,871 shares; 2024Q4: 505,462 shares; 2025Q1: 500,867 shares; 2025Q2: 518,648 shares; 2025Q3: 531,003 shares; 2025Q4: 1,576,873 shares 1,576,873 $198M 0.23% +1,045,870 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: 2,758,825 shares; 2024Q4: 2,582,541 shares; 2025Q1: 2,509,689 shares; 2025Q2: 2,611,012 shares; 2025Q3: 2,729,311 shares; 2025Q4: 3,545,279 shares 3,545,279 $195M 0.22% +815,968 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: 6,443 shares; 2024Q4: 14,258 shares; 2025Q1: 13,727 shares; 2025Q2: 13,676 shares; 2025Q3: 13,515 shares; 2025Q4: 221,010 shares 221,010 $194M 0.22% +207,495 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: 132,499 shares; 2024Q4: 98,562 shares; 2025Q1: 125,834 shares; 2025Q2: 100,049 shares; 2025Q3: 110,111 shares; 2025Q4: 546,204 shares 546,204 $193M 0.22% +436,093 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: 686,635 shares; 2024Q4: 742,210 shares; 2025Q1: 862,526 shares; 2025Q2: 881,813 shares; 2025Q3: 879,800 shares; 2025Q4: 920,011 shares 920,011 $192M 0.22% +40,211 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514,608 shares; 2024Q4: 2,930,178 shares; 2025Q1: 2,989,444 shares; 2025Q2: 3,170,708 shares; 2025Q3: 3,263,568 shares; 2025Q4: 3,512,625 shares 3,512,625 $188M 0.21% +249,057 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: 1,677,732 shares; 2024Q4: 1,736,892 shares; 2025Q1: 1,699,182 shares; 2025Q2: 2,071,189 shares; 2025Q3: 2,167,162 shares; 2025Q4: 2,801,924 shares 2,801,924 $188M 0.21% +634,762 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: 392,929 shares; 2024Q4: 432,930 shares; 2025Q1: 441,983 shares; 2025Q2: 448,035 shares; 2025Q3: 477,201 shares; 2025Q4: 604,086 shares 604,086 $185M 0.21% +126,885 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: 763,243 shares; 2024Q4: 1,128,069 shares; 2025Q1: 1,184,732 shares; 2025Q2: 1,242,835 shares; 2025Q3: 1,331,135 shares; 2025Q4: 2,201,696 shares 2,201,696 $184M 0.21% +870,561 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: 137,784 shares; 2025Q1: 139,904 shares; 2025Q2: 153,673 shares; 2025Q3: 155,491 shares; 2025Q4: 170,679 shares 170,679 $183M 0.21% +15,188 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: 250,106 shares; 2024Q4: 388,247 shares; 2025Q1: 293,937 shares; 2025Q2: 361,443 shares; 2025Q3: 436,460 shares; 2025Q4: 458,947 shares 458,947 $182M 0.21% +22,487 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED 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: 3,450,768 shares 3,450,768 $182M 0.21% new 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: 513,218 shares; 2024Q4: 512,670 shares; 2025Q1: 667,709 shares; 2025Q2: 700,565 shares; 2025Q3: 552,460 shares; 2025Q4: 849,534 shares 849,534 $180M 0.21% +297,074 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,702 shares; 2024Q4: 294,602 shares; 2025Q1: 290,967 shares; 2025Q2: 289,777 shares; 2025Q3: 386,547 shares; 2025Q4: 1,338,698 shares 1,338,698 $177M 0.2% +952,151 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,020 shares; 2024Q4: 1,928,913 shares; 2025Q1: 2,001,930 shares; 2025Q2: 2,090,487 shares; 2025Q3: 2,569,749 shares; 2025Q4: 3,662,918 shares 3,662,918 $176M 0.2% +1,093,169 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: 41,524 shares; 2024Q4: 42,717 shares; 2025Q1: 32,569 shares; 2025Q2: 34,769 shares; 2025Q3: 53,046 shares; 2025Q4: 884,056 shares 884,056 $172M 0.2% +831,010 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,179 shares; 2024Q4: 80,868 shares; 2025Q1: 2,041,684 shares; 2025Q2: 2,038,599 shares; 2025Q3: 2,076,173 shares; 2025Q4: 2,210,192 shares 2,210,192 $167M 0.19% +134,019 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: 3,225 shares; 2024Q4: 36,539 shares; 2025Q1: 27,703 shares; 2025Q2: 29,315 shares; 2025Q3: 43,876 shares; 2025Q4: 644,128 shares 644,128 $167M 0.19% +600,252 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: 408,034 shares; 2024Q4: 404,971 shares; 2025Q1: 405,225 shares; 2025Q2: 511,017 shares; 2025Q3: 518,938 shares; 2025Q4: 521,864 shares 521,864 $164M 0.19% +2,926 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: 1,601,893 shares; 2024Q4: 1,713,431 shares; 2025Q1: 1,740,174 shares; 2025Q2: 1,776,660 shares; 2025Q3: 1,920,521 shares; 2025Q4: 2,067,400 shares 2,067,400 $163M 0.19% +146,879 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: 538,184 shares; 2024Q4: 1,575,619 shares; 2025Q1: 1,710,588 shares; 2025Q2: 1,892,344 shares; 2025Q3: 2,003,711 shares; 2025Q4: 2,416,210 shares 2,416,210 $159M 0.18% +412,499 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,014 shares; 2024Q4: 1,660,236 shares; 2025Q1: 2,014,003 shares; 2025Q2: 2,336,891 shares; 2025Q3: 2,328,209 shares; 2025Q4: 3,382,769 shares 3,382,769 $158M 0.18% +1,054,560 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: 148,187 shares; 2024Q4: 177,816 shares; 2025Q1: 196,682 shares; 2025Q2: 245,826 shares; 2025Q3: 288,112 shares; 2025Q4: 663,346 shares 663,346 $152M 0.17% +375,234 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: 854,032 shares; 2024Q4: 543,877 shares; 2025Q1: 594,936 shares; 2025Q2: 657,243 shares; 2025Q3: 707,481 shares; 2025Q4: 688,833 shares 688,833 $151M 0.17% -18,648 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,443 shares; 2024Q4: 1,130,310 shares; 2025Q1: 1,191,176 shares; 2025Q2: 1,213,654 shares; 2025Q3: 1,235,786 shares; 2025Q4: 1,427,544 shares 1,427,544 $150M 0.17% +191,758 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: 200,475 shares; 2024Q4: 202,943 shares; 2025Q1: 205,172 shares; 2025Q2: 206,948 shares; 2025Q3: 214,706 shares; 2025Q4: 715,700 shares 715,700 $149M 0.17% +500,994 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: 539,960 shares; 2024Q4: 673,123 shares; 2025Q1: 559,050 shares; 2025Q2: 647,307 shares; 2025Q3: 894,235 shares; 2025Q4: 1,547,413 shares 1,547,413 $149M 0.17% +653,178 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: 33,100 shares; 2024Q4: 39,006 shares; 2025Q1: 82,112 shares; 2025Q2: 82,683 shares; 2025Q3: 82,995 shares; 2025Q4: 124,356 shares 124,356 $147M 0.17% +41,361 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: 372,305 shares; 2024Q4: 396,696 shares; 2025Q1: 348,723 shares; 2025Q2: 376,321 shares; 2025Q3: 403,595 shares; 2025Q4: 594,390 shares 594,390 $146M 0.17% +190,795 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: 156,035 shares; 2024Q4: 446,555 shares; 2025Q1: 430,420 shares; 2025Q2: 366,111 shares; 2025Q3: 595,641 shares; 2025Q4: 824,374 shares 824,374 $146M 0.17% +228,733 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,118,196 shares; 2025Q4: 2,654,763 shares 2,654,763 $146M 0.17% +536,567 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: 502,446 shares; 2024Q4: 645,611 shares; 2025Q1: 645,707 shares; 2025Q2: 738,966 shares; 2025Q3: 729,294 shares; 2025Q4: 935,619 shares 935,619 $144M 0.16% +206,325 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: 84,816 shares; 2024Q4: 86,236 shares; 2025Q1: 117,407 shares; 2025Q2: 122,183 shares; 2025Q3: 121,537 shares; 2025Q4: 565,405 shares 565,405 $143M 0.16% +443,868 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: 1,788,000 shares; 2024Q4: 1,999,597 shares; 2025Q1: 2,283,031 shares; 2025Q2: 3,158,759 shares; 2025Q3: 3,582,797 shares; 2025Q4: 4,310,926 shares 4,310,926 $142M 0.16% +728,129 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: 3,372,917 shares; 2024Q4: 3,550,860 shares; 2025Q1: 3,509,630 shares; 2025Q2: 3,624,145 shares; 2025Q3: 4,500,373 shares; 2025Q4: 5,120,884 shares 5,120,884 $142M 0.16% +620,511 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: 24,724 shares; 2024Q4: 34,477 shares; 2025Q1: 34,370 shares; 2025Q2: 47,820 shares; 2025Q3: 99,979 shares; 2025Q4: 521,021 shares 521,021 $141M 0.16% +421,042 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: 373,497 shares; 2024Q4: 371,027 shares; 2025Q1: 364,681 shares; 2025Q2: 365,099 shares; 2025Q3: 342,759 shares; 2025Q4: 364,394 shares 364,394 $141M 0.16% +21,635 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: 469,394 shares; 2024Q4: 602,495 shares; 2025Q1: 620,148 shares; 2025Q2: 570,194 shares; 2025Q3: 594,600 shares; 2025Q4: 716,343 shares 716,343 $140M 0.16% +121,743 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: 765,840 shares; 2024Q4: 53,190 shares; 2025Q1: 60,950 shares; 2025Q2: 57,821 shares; 2025Q3: 101,386 shares; 2025Q4: 1,448,427 shares 1,448,427 $137M 0.16% +1,347,041 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: 727,971 shares; 2024Q4: 808,599 shares; 2025Q1: 805,134 shares; 2025Q2: 949,763 shares; 2025Q3: 1,105,559 shares; 2025Q4: 1,367,258 shares 1,367,258 $136M 0.16% +261,699 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: 287,005 shares; 2024Q4: 326,259 shares; 2025Q1: 321,833 shares; 2025Q2: 334,413 shares; 2025Q3: 385,479 shares; 2025Q4: 686,502 shares 686,502 $134M 0.15% +301,023 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: 330,913 shares; 2024Q4: 376,653 shares; 2025Q1: 515,464 shares; 2025Q2: 1,705,255 shares; 2025Q3: 1,740,003 shares; 2025Q4: 1,738,339 shares 1,738,339 $134M 0.15% -1,664 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,297 shares; 2025Q1: 18,059 shares; 2025Q2: 19,159 shares; 2025Q3: 19,868 shares; 2025Q4: 543,473 shares 543,473 $133M 0.15% +523,605 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: 155,862 shares; 2024Q4: 198,330 shares; 2025Q1: 182,334 shares; 2025Q2: 195,793 shares; 2025Q3: 209,480 shares; 2025Q4: 357,725 shares 357,725 $132M 0.15% +148,245 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 11,792 shares; 2025Q1: 13,604 shares; 2025Q2: 14,117 shares; 2025Q3: 6,915 shares; 2025Q4: 1,202,700 shares 1,202,700 $132M 0.15% +1,195,785 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,670 shares; 2024Q4: 87,840 shares; 2025Q1: 85,672 shares; 2025Q2: 89,567 shares; 2025Q3: 188,633 shares; 2025Q4: 3,326,630 shares 3,326,630 $130M 0.15% +3,137,997 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: 15,224 shares; 2024Q4: 612,170 shares; 2025Q1: 185,855 shares; 2025Q2: 151,933 shares; 2025Q3: 191,614 shares; 2025Q4: 1,353,687 shares 1,353,687 $130M 0.15% +1,162,073 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 38,189 shares; 2025Q1: 138,878 shares; 2025Q2: 134,779 shares; 2025Q3: 345,828 shares; 2025Q4: 506,109 shares 506,109 $129M 0.15% +160,281 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,806,002 shares 2,806,002 $128M 0.15% new 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: 369,827 shares; 2024Q4: 726,195 shares; 2025Q1: 796,946 shares; 2025Q2: 900,993 shares; 2025Q3: 1,039,712 shares; 2025Q4: 1,198,803 shares 1,198,803 $128M 0.15% +159,091 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: 82,396 shares; 2025Q1: 102,158 shares; 2025Q2: 180,653 shares; 2025Q3: 267,110 shares; 2025Q4: 994,526 shares 994,526 $128M 0.15% +727,416 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: 998,244 shares; 2024Q4: 1,299,832 shares; 2025Q1: 1,272,255 shares; 2025Q2: 1,283,955 shares; 2025Q3: 1,287,056 shares; 2025Q4: 1,415,446 shares 1,415,446 $124M 0.14% +128,390 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: 309,028 shares; 2024Q4: 160,423 shares; 2025Q1: 162,467 shares; 2025Q2: 199,582 shares; 2025Q3: 220,660 shares; 2025Q4: 415,564 shares 415,564 $123M 0.14% +194,904 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: 31,240 shares; 2024Q4: 31,607 shares; 2025Q1: 31,930 shares; 2025Q2: 32,318 shares; 2025Q3: 41,793 shares; 2025Q4: 1,358,683 shares 1,358,683 $122M 0.14% +1,316,890 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022,753 shares; 2024Q4: 1,093,322 shares; 2025Q1: 967,191 shares; 2025Q2: 1,230,603 shares; 2025Q3: 1,367,068 shares; 2025Q4: 1,605,570 shares 1,605,570 $121M 0.14% +238,502 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: 633,212 shares; 2024Q4: 706,196 shares; 2025Q1: 740,630 shares; 2025Q2: 780,714 shares; 2025Q3: 960,649 shares; 2025Q4: 1,021,996 shares 1,021,996 $121M 0.14% +61,347 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: 4,753 shares; 2024Q4: 8,324 shares; 2025Q1: 8,175 shares; 2025Q2: 9,252 shares; 2025Q3: 8,330 shares; 2025Q4: 313,732 shares 313,732 $120M 0.14% +305,402 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: 52,267 shares; 2024Q4: 127,681 shares; 2025Q1: 128,973 shares; 2025Q2: 138,830 shares; 2025Q3: 146,728 shares; 2025Q4: 776,886 shares 776,886 $120M 0.14% +630,158 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: 290,025 shares; 2024Q4: 318,936 shares; 2025Q1: 337,819 shares; 2025Q2: 667,416 shares; 2025Q3: 682,195 shares; 2025Q4: 677,184 shares 677,184 $119M 0.14% -5,011 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: 326,188 shares; 2024Q4: 305,927 shares; 2025Q1: 651,331 shares; 2025Q2: 918,029 shares; 2025Q3: 1,054,830 shares; 2025Q4: 1,405,186 shares 1,405,186 $118M 0.13% +350,356 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: 3,047 shares; 2024Q4: 19,256 shares; 2025Q1: 19,286 shares; 2025Q2: 19,019 shares; 2025Q3: 18,820 shares; 2025Q4: 22,081 shares 22,081 $118M 0.13% +3,261 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 14,787 shares; 2025Q1: 14,428 shares; 2025Q2: 15,235 shares; 2025Q3: 165,594 shares; 2025Q4: 1,476,098 shares 1,476,098 $117M 0.13% +1,310,504 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: 92,206 shares; 2024Q4: 132,992 shares; 2025Q1: 152,957 shares; 2025Q2: 146,519 shares; 2025Q3: 294,682 shares; 2025Q4: 379,797 shares 379,797 $117M 0.13% +85,115 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: 310,005 shares; 2024Q4: 1,119,087 shares; 2025Q1: 1,116,698 shares; 2025Q2: 1,138,345 shares; 2025Q3: 1,124,918 shares; 2025Q4: 1,225,619 shares 1,225,619 $115M 0.13% +100,701 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: 54,030 shares; 2024Q4: 81,876 shares; 2025Q1: 92,784 shares; 2025Q2: 101,260 shares; 2025Q3: 117,540 shares; 2025Q4: 107,165 shares 107,165 $115M 0.13% -10,375 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: 122,902 shares; 2024Q4: 138,884 shares; 2025Q1: 177,318 shares; 2025Q2: 1,355,747 shares; 2025Q3: 1,359,037 shares; 2025Q4: 1,383,904 shares 1,383,904 $114M 0.13% +24,867 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: 96,884 shares; 2024Q4: 191,287 shares; 2025Q1: 221,488 shares; 2025Q2: 219,182 shares; 2025Q3: 228,021 shares; 2025Q4: 366,355 shares 366,355 $114M 0.13% +138,334 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,878 shares; 2025Q2: 23,166 shares; 2025Q3: not reported; 2025Q4: 2,409,074 shares 2,409,074 $113M 0.13% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 29,541 shares; 2025Q1: 1,421,254 shares; 2025Q2: 1,497,915 shares; 2025Q3: 1,569,446 shares; 2025Q4: 1,682,581 shares 1,682,581 $113M 0.13% +113,135 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: 104,777 shares; 2024Q4: 113,729 shares; 2025Q1: 111,955 shares; 2025Q2: 112,487 shares; 2025Q3: 132,390 shares; 2025Q4: 230,892 shares 230,892 $112M 0.13% +98,502 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: 205,590 shares; 2024Q4: 760,643 shares; 2025Q1: 672,429 shares; 2025Q2: 667,525 shares; 2025Q3: 717,482 shares; 2025Q4: 2,120,830 shares 2,120,830 $112M 0.13% +1,403,348 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: 648,224 shares; 2024Q4: 671,695 shares; 2025Q1: 739,206 shares; 2025Q2: 749,983 shares; 2025Q3: 795,211 shares; 2025Q4: 939,394 shares 939,394 $112M 0.13% +144,183 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: 152 shares; 2024Q4: 33 shares; 2025Q1: 89 shares; 2025Q2: 88 shares; 2025Q3: 95 shares; 2025Q4: 148 shares 148 $112M 0.13% +53 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,315 shares; 2024Q4: 156,553 shares; 2025Q1: 817,584 shares; 2025Q2: 1,615,686 shares; 2025Q3: 2,075,233 shares; 2025Q4: 2,198,208 shares 2,198,208 $112M 0.13% +122,975 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: 2,038,620 shares; 2024Q4: 2,381,008 shares; 2025Q1: 2,559,824 shares; 2025Q2: 2,711,601 shares; 2025Q3: 2,994,262 shares; 2025Q4: 3,189,176 shares 3,189,176 $110M 0.13% +194,914 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: 388,231 shares; 2024Q4: 827,938 shares; 2025Q1: 1,091,838 shares; 2025Q2: 1,096,969 shares; 2025Q3: 1,074,779 shares; 2025Q4: 1,094,376 shares 1,094,376 $110M 0.13% +19,597 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540,462 shares; 2024Q4: 1,279,761 shares; 2025Q1: 1,287,588 shares; 2025Q2: 1,289,609 shares; 2025Q3: 1,266,272 shares; 2025Q4: 1,319,536 shares 1,319,536 $109M 0.12% +53,264 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: 143,715 shares; 2024Q4: 146,239 shares; 2025Q1: 136,907 shares; 2025Q2: 137,265 shares; 2025Q3: 148,573 shares; 2025Q4: 164,720 shares 164,720 $109M 0.12% +16,147 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: 696,289 shares; 2024Q4: 1,613,857 shares; 2025Q1: 1,660,567 shares; 2025Q2: 1,960,045 shares; 2025Q3: 2,093,491 shares; 2025Q4: 2,365,381 shares 2,365,381 $109M 0.12% +271,890 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: 721,806 shares; 2024Q4: 735,058 shares; 2025Q1: 783,168 shares; 2025Q2: 826,859 shares; 2025Q3: 950,607 shares; 2025Q4: 1,355,733 shares 1,355,733 $108M 0.12% +405,126 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: 977,199 shares; 2024Q4: 1,064,556 shares; 2025Q1: 1,034,812 shares; 2025Q2: 1,406,643 shares; 2025Q3: 1,423,909 shares; 2025Q4: 1,503,714 shares 1,503,714 $107M 0.12% +79,805 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,083 shares; 2025Q3: 3,247 shares; 2025Q4: 1,294,080 shares 1,294,080 $106M 0.12% +1,290,833 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639,064 shares; 2024Q4: 3,067,320 shares; 2025Q1: 3,234,387 shares; 2025Q2: 3,210,357 shares; 2025Q3: 3,578,334 shares; 2025Q4: 4,005,871 shares 4,005,871 $106M 0.12% +427,537 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,378 shares; 2024Q4: 172,501 shares; 2025Q1: 187,989 shares; 2025Q2: 203,011 shares; 2025Q3: 1,253,772 shares; 2025Q4: 2,447,759 shares 2,447,759 $104M 0.12% +1,193,987 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: 222,517 shares; 2024Q4: 458,321 shares; 2025Q1: 484,110 shares; 2025Q2: 499,676 shares; 2025Q3: 536,325 shares; 2025Q4: 565,485 shares 565,485 $104M 0.12% +29,160 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: 572,875 shares; 2024Q4: 616,279 shares; 2025Q1: 635,895 shares; 2025Q2: 647,851 shares; 2025Q3: 712,164 shares; 2025Q4: 913,018 shares 913,018 $104M 0.12% +200,854 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,491,555 shares; 2025Q1: 1,460,127 shares; 2025Q2: 6,128,574 shares; 2025Q3: 4,456,744 shares; 2025Q4: 6,205,330 shares 6,205,330 $104M 0.12% +1,748,586 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: 1,404,904 shares; 2024Q4: 1,861,650 shares; 2025Q1: 2,126,900 shares; 2025Q2: 2,154,239 shares; 2025Q3: 2,079,698 shares; 2025Q4: 2,209,880 shares 2,209,880 $103M 0.12% +130,182 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 7,215 shares; 2025Q1: 7,532 shares; 2025Q2: 7,919 shares; 2025Q3: 8,340 shares; 2025Q4: 271,761 shares 271,761 $103M 0.12% +263,421 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: 1,122,940 shares; 2024Q4: 1,256,647 shares; 2025Q1: 1,362,935 shares; 2025Q2: 1,295,313 shares; 2025Q3: 1,315,069 shares; 2025Q4: 1,295,833 shares 1,295,833 $100M 0.11% -19,236 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: 146,827 shares; 2024Q4: 165,834 shares; 2025Q1: 175,537 shares; 2025Q2: 206,568 shares; 2025Q3: 233,348 shares; 2025Q4: 366,812 shares 366,812 $99.9M 0.11% +133,464 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: 674,995 shares; 2024Q4: 1,108,025 shares; 2025Q1: 1,114,964 shares; 2025Q2: 1,072,400 shares; 2025Q3: 1,171,501 shares; 2025Q4: 1,388,324 shares 1,388,324 $96.9M 0.11% +216,823 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: 163,022 shares; 2024Q4: 216,232 shares; 2025Q1: 180,046 shares; 2025Q2: 182,223 shares; 2025Q3: 179,936 shares; 2025Q4: 183,876 shares 183,876 $96.1M 0.11% +3,940 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: 663,663 shares; 2024Q4: 657,230 shares; 2025Q1: 663,929 shares; 2025Q2: 669,849 shares; 2025Q3: 715,455 shares; 2025Q4: 1,535,944 shares 1,535,944 $94.5M 0.11% +820,489 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: 656,817 shares; 2024Q4: 910,508 shares; 2025Q1: 1,022,679 shares; 2025Q2: 1,119,443 shares; 2025Q3: 1,184,817 shares; 2025Q4: 1,275,570 shares 1,275,570 $94M 0.11% +90,753 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: 537,132 shares; 2024Q4: 602,875 shares; 2025Q1: 614,241 shares; 2025Q2: 705,554 shares; 2025Q3: 746,300 shares; 2025Q4: 1,102,285 shares 1,102,285 $94M 0.11% +355,985 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,603 shares; 2025Q3: 15,642 shares; 2025Q4: 1,269,609 shares 1,269,609 $92M 0.1% +1,253,967 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: 52,329 shares; 2024Q4: 195,529 shares; 2025Q1: 196,495 shares; 2025Q2: 195,725 shares; 2025Q3: 192,299 shares; 2025Q4: 412,561 shares 412,561 $90.6M 0.1% +220,262 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: 7,974 shares; 2024Q4: 14,757 shares; 2025Q1: 13,554 shares; 2025Q2: 9,596 shares; 2025Q3: 194,204 shares; 2025Q4: 328,392 shares 328,392 $90.5M 0.1% +134,188 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: 56,535 shares; 2024Q4: 436,239 shares; 2025Q1: 439,533 shares; 2025Q2: 431,338 shares; 2025Q3: 571,828 shares; 2025Q4: 652,159 shares 652,159 $89.3M 0.1% +80,331 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: 716,527 shares; 2024Q4: 875,632 shares; 2025Q1: 882,487 shares; 2025Q2: 875,179 shares; 2025Q3: 926,777 shares; 2025Q4: 1,111,791 shares 1,111,791 $89.2M 0.1% +185,014 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: 29,034 shares; 2024Q4: 34,196 shares; 2025Q1: 33,683 shares; 2025Q2: 32,387 shares; 2025Q3: 27,357 shares; 2025Q4: 189,558 shares 189,558 $88.3M 0.1% +162,201 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: 146,020 shares; 2024Q4: 373,260 shares; 2025Q1: 340,308 shares; 2025Q2: 461,038 shares; 2025Q3: 495,344 shares; 2025Q4: 1,083,477 shares 1,083,477 $87.9M 0.1% +588,133 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: 1,573,731 shares; 2024Q4: 1,761,816 shares; 2025Q1: 1,836,798 shares; 2025Q2: 2,115,999 shares; 2025Q3: 2,342,531 shares; 2025Q4: 2,288,109 shares 2,288,109 $87.2M 0.1% -54,422 Timeline DFAR 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: 256,171 shares; 2024Q4: 379,939 shares; 2025Q1: 441,558 shares; 2025Q2: 3,586,771 shares; 2025Q3: 3,682,897 shares; 2025Q4: 3,803,617 shares 3,803,617 $87.1M 0.1% +120,720 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,187 shares; 2025Q1: 6,187 shares; 2025Q2: 7,844 shares; 2025Q3: 32,174 shares; 2025Q4: 1,368,506 shares 1,368,506 $86.5M 0.1% +1,336,332 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: 755,220 shares; 2024Q4: 2,491,487 shares; 2025Q1: 2,669,259 shares; 2025Q2: 2,469,586 shares; 2025Q3: 2,632,459 shares; 2025Q4: 3,204,446 shares 3,204,446 $86.2M 0.1% +571,987 Timeline DFSU 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: 232,306 shares; 2024Q4: 231,629 shares; 2025Q1: 1,215,572 shares; 2025Q2: 1,824,110 shares; 2025Q3: 1,860,695 shares; 2025Q4: 1,884,940 shares 1,884,940 $81.9M 0.09% +24,245 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,140 shares; 2024Q4: 201,344 shares; 2025Q1: 23,759 shares; 2025Q2: 36,934 shares; 2025Q3: 32,616 shares; 2025Q4: 2,794,417 shares 2,794,417 $81M 0.09% +2,761,801 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: 453,158 shares; 2024Q4: 265,036 shares; 2025Q1: 277,916 shares; 2025Q2: 236,451 shares; 2025Q3: 211,562 shares; 2025Q4: 245,168 shares 245,168 $81M 0.09% +33,606 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: 215,936 shares; 2024Q4: 225,259 shares; 2025Q1: 1,000,480 shares; 2025Q2: 244,490 shares; 2025Q3: 192,328 shares; 2025Q4: 1,372,846 shares 1,372,846 $80.6M 0.09% +1,180,518 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,259 shares; 2024Q4: 301,777 shares; 2025Q1: 294,387 shares; 2025Q2: 366,197 shares; 2025Q3: 366,820 shares; 2025Q4: 1,714,516 shares 1,714,516 $80.4M 0.09% +1,347,696 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: 71,237 shares; 2024Q4: 289,873 shares; 2025Q1: 304,288 shares; 2025Q2: 302,087 shares; 2025Q3: 360,785 shares; 2025Q4: 678,775 shares 678,775 $79.1M 0.09% +317,990 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: 394,101 shares; 2024Q4: 979,094 shares; 2025Q1: 984,273 shares; 2025Q2: 995,261 shares; 2025Q3: 986,372 shares; 2025Q4: 1,050,629 shares 1,050,629 $77.8M 0.09% +64,257 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: 31,302 shares; 2024Q4: 42,101 shares; 2025Q1: 43,149 shares; 2025Q2: 43,396 shares; 2025Q3: 44,684 shares; 2025Q4: 45,649 shares 45,649 $77.2M 0.09% +965 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003,623 shares; 2025Q1: 1,022,295 shares; 2025Q2: 1,333,624 shares; 2025Q3: 1,361,615 shares; 2025Q4: 1,607,867 shares 1,607,867 $74.8M 0.09% +246,252 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: 196,451 shares; 2024Q4: 206,476 shares; 2025Q1: 202,687 shares; 2025Q2: 209,161 shares; 2025Q3: 189,252 shares; 2025Q4: 521,283 shares 521,283 $74.8M 0.09% +332,031 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: 56,485 shares; 2024Q4: 69,284 shares; 2025Q1: 71,558 shares; 2025Q2: 62,844 shares; 2025Q3: 68,181 shares; 2025Q4: 90,962 shares 90,962 $74.6M 0.08% +22,781 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: 13,803 shares; 2024Q4: 32,501 shares; 2025Q1: 34,639 shares; 2025Q2: 55,376 shares; 2025Q3: 59,916 shares; 2025Q4: 145,894 shares 145,894 $74.5M 0.08% +85,978 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: 120,491 shares; 2024Q4: 187,667 shares; 2025Q1: 179,427 shares; 2025Q2: 174,426 shares; 2025Q3: 180,721 shares; 2025Q4: 318,398 shares 318,398 $73.7M 0.08% +137,677 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: 42,191 shares; 2024Q4: 89,889 shares; 2025Q1: 83,158 shares; 2025Q2: 80,814 shares; 2025Q3: 88,384 shares; 2025Q4: 121,265 shares 121,265 $73.2M 0.08% +32,881 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,873 shares; 2024Q4: 542,396 shares; 2025Q1: 685,048 shares; 2025Q2: 687,842 shares; 2025Q3: 576,204 shares; 2025Q4: 1,440,192 shares 1,440,192 $73M 0.08% +863,988 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760,292 shares; 2025Q1: 891,374 shares; 2025Q2: 1,002,731 shares; 2025Q3: 1,138,136 shares; 2025Q4: 1,886,749 shares 1,886,749 $72.6M 0.08% +748,613 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942,726 shares; 2024Q4: 2,054,210 shares; 2025Q1: 2,464,221 shares; 2025Q2: 2,671,393 shares; 2025Q3: 3,011,899 shares; 2025Q4: 3,227,073 shares 3,227,073 $72.2M 0.08% +215,174 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: 485,120 shares; 2024Q4: 542,643 shares; 2025Q1: 505,115 shares; 2025Q2: 609,318 shares; 2025Q3: 623,569 shares; 2025Q4: 631,968 shares 631,968 $72M 0.08% +8,399 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 21,301 shares; 2025Q1: 21,728 shares; 2025Q2: 5,839 shares; 2025Q3: 5,847 shares; 2025Q4: 692,650 shares 692,650 $71.3M 0.08% +686,803 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: 154,330 shares; 2024Q4: 761,473 shares; 2025Q1: 817,740 shares; 2025Q2: 1,017,483 shares; 2025Q3: 1,019,455 shares; 2025Q4: 1,550,292 shares 1,550,292 $71.1M 0.08% +530,837 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 1,361 shares; 2025Q1: 1,166 shares; 2025Q2: 1,342 shares; 2025Q3: 1,068 shares; 2025Q4: 222,223 shares 222,223 $71.1M 0.08% +221,155 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: 991,449 shares; 2024Q4: 2,075,649 shares; 2025Q1: 2,123,428 shares; 2025Q2: 2,435,792 shares; 2025Q3: 2,624,151 shares; 2025Q4: 2,938,733 shares 2,938,733 $70.6M 0.08% +314,582 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: 1,405,623 shares; 2024Q4: 1,461,652 shares; 2025Q1: 1,524,733 shares; 2025Q2: 1,659,408 shares; 2025Q3: 1,725,309 shares; 2025Q4: 2,154,416 shares 2,154,416 $70.2M 0.08% +429,107 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,058 shares; 2024Q4: 701,410 shares; 2025Q1: 749,768 shares; 2025Q2: 777,691 shares; 2025Q3: 824,213 shares; 2025Q4: 855,594 shares 855,594 $70.2M 0.08% +31,381 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,149 shares; 2024Q4: 227,514 shares; 2025Q1: 222,587 shares; 2025Q2: 224,686 shares; 2025Q3: 230,669 shares; 2025Q4: 237,447 shares 237,447 $70M 0.08% +6,778 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: 203,652 shares; 2024Q4: 203,056 shares; 2025Q1: 198,937 shares; 2025Q2: 249,655 shares; 2025Q3: 486,727 shares; 2025Q4: 770,399 shares 770,399 $69.5M 0.08% +283,672 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: 71,574 shares; 2024Q4: 74,956 shares; 2025Q1: 79,306 shares; 2025Q2: 82,467 shares; 2025Q3: 86,503 shares; 2025Q4: 122,735 shares 122,735 $68.9M 0.08% +36,232 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: 175,066 shares; 2024Q4: 1,106,279 shares; 2025Q1: 1,115,572 shares; 2025Q2: 1,250,036 shares; 2025Q3: 1,140,215 shares; 2025Q4: 2,626,053 shares 2,626,053 $68.9M 0.08% +1,485,838 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: 20,274 shares; 2024Q4: 31,343 shares; 2025Q1: 38,795 shares; 2025Q2: 40,192 shares; 2025Q3: 48,719 shares; 2025Q4: 51,662 shares 51,662 $68.7M 0.08% +2,943 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 10,433 shares; 2025Q1: 10,646 shares; 2025Q2: 12,252 shares; 2025Q3: 11,296 shares; 2025Q4: 558,328 shares 558,328 $68.7M 0.08% +547,032 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: 74,768 shares; 2024Q4: 177,219 shares; 2025Q1: 170,350 shares; 2025Q2: 232,883 shares; 2025Q3: 236,798 shares; 2025Q4: 386,852 shares 386,852 $68.7M 0.08% +150,054 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: 1,176,319 shares; 2024Q4: 1,376,518 shares; 2025Q1: 1,447,099 shares; 2025Q2: 1,552,603 shares; 2025Q3: 1,700,579 shares; 2025Q4: 1,890,041 shares 1,890,041 $68.5M 0.08% +189,462 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: 208,099 shares; 2024Q4: 214,633 shares; 2025Q1: 218,678 shares; 2025Q2: 222,471 shares; 2025Q3: 226,225 shares; 2025Q4: 227,911 shares 227,911 $68.4M 0.08% +1,686 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: 887,745 shares; 2024Q4: 959,380 shares; 2025Q1: 1,014,130 shares; 2025Q2: 1,052,923 shares; 2025Q3: 1,209,955 shares; 2025Q4: 1,268,955 shares 1,268,955 $68.4M 0.08% +59,000 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: 331,624 shares; 2024Q4: 402,543 shares; 2025Q1: 409,156 shares; 2025Q2: 405,659 shares; 2025Q3: 427,858 shares; 2025Q4: 515,909 shares 515,909 $67.9M 0.08% +88,051 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: 603,384 shares; 2024Q4: 785,248 shares; 2025Q1: 795,931 shares; 2025Q2: 887,571 shares; 2025Q3: 1,132,348 shares; 2025Q4: 1,629,283 shares 1,629,283 $67.4M 0.08% +496,935 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: 15,121 shares; 2024Q4: 18,197 shares; 2025Q1: 17,952 shares; 2025Q2: 20,143 shares; 2025Q3: 369,076 shares; 2025Q4: 328,437 shares 328,437 $67.2M 0.08% -40,639 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: 123,785 shares; 2024Q4: 160,058 shares; 2025Q1: 161,379 shares; 2025Q2: 177,463 shares; 2025Q3: 1,125,295 shares; 2025Q4: 260,127 shares 260,127 $67.1M 0.08% -865,168 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: 261,813 shares; 2024Q4: 287,439 shares; 2025Q1: 279,977 shares; 2025Q2: 280,782 shares; 2025Q3: 288,025 shares; 2025Q4: 370,721 shares 370,721 $66.7M 0.08% +82,696 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: 152,104 shares; 2024Q4: 193,238 shares; 2025Q1: 192,255 shares; 2025Q2: 204,418 shares; 2025Q3: 192,715 shares; 2025Q4: 230,122 shares 230,122 $66.4M 0.08% +37,407 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: 78,842 shares; 2024Q4: 81,187 shares; 2025Q1: 84,387 shares; 2025Q2: 82,076 shares; 2025Q3: 106,954 shares; 2025Q4: 115,660 shares 115,660 $66M 0.08% +8,706 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: 57,427 shares; 2024Q4: 57,163 shares; 2025Q1: 82,275 shares; 2025Q2: 117,106 shares; 2025Q3: 125,710 shares; 2025Q4: 123,668 shares 123,668 $65.9M 0.08% -2,042 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: 45,085 shares; 2024Q4: 403,718 shares; 2025Q1: 401,434 shares; 2025Q2: 420,348 shares; 2025Q3: 418,268 shares; 2025Q4: 466,225 shares 466,225 $65.8M 0.07% +47,957 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: 28,883 shares; 2024Q4: 35,734 shares; 2025Q1: 38,393 shares; 2025Q2: 40,230 shares; 2025Q3: 99,776 shares; 2025Q4: 98,283 shares 98,283 $64.2M 0.07% -1,493 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 122,930 shares; 2025Q1: 126,265 shares; 2025Q2: 136,862 shares; 2025Q3: 138,444 shares; 2025Q4: 143,582 shares 143,582 $63.8M 0.07% +5,138 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: 102,688 shares; 2024Q4: 136,144 shares; 2025Q1: 142,666 shares; 2025Q2: 149,248 shares; 2025Q3: 389,343 shares; 2025Q4: 520,653 shares 520,653 $63.8M 0.07% +131,310 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: 10,460 shares; 2024Q4: 10,645 shares; 2025Q1: 10,636 shares; 2025Q2: 10,443 shares; 2025Q3: 14,935 shares; 2025Q4: 18,784 shares 18,784 $63.7M 0.07% +3,849 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739,418 shares; 2024Q4: 1,732,127 shares; 2025Q1: 1,404,769 shares; 2025Q2: 1,689,032 shares; 2025Q3: 1,361,911 shares; 2025Q4: 1,245,068 shares 1,245,068 $63.6M 0.07% -116,843 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: 8,630 shares; 2024Q4: 13,620 shares; 2025Q1: 15,215 shares; 2025Q2: 52,454 shares; 2025Q3: 56,783 shares; 2025Q4: 312,367 shares 312,367 $62.4M 0.07% +255,584 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552,141 shares; 2025Q1: 585,370 shares; 2025Q2: 601,943 shares; 2025Q3: 645,249 shares; 2025Q4: 667,338 shares 667,338 $61.9M 0.07% +22,089 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: 110,263 shares; 2024Q4: 260,462 shares; 2025Q1: 197,397 shares; 2025Q2: 197,505 shares; 2025Q3: 272,376 shares; 2025Q4: 340,890 shares 340,890 $61.8M 0.07% +68,514 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: 792,379 shares; 2024Q4: 1,322,167 shares; 2025Q1: 1,502,189 shares; 2025Q2: 1,414,341 shares; 2025Q3: 1,965,615 shares; 2025Q4: 2,430,302 shares 2,430,302 $60.7M 0.07% +464,687 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: 122,925 shares; 2024Q4: 141,112 shares; 2025Q1: 143,205 shares; 2025Q2: 143,109 shares; 2025Q3: 139,215 shares; 2025Q4: 132,846 shares 132,846 $60.2M 0.07% -6,369 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,215 shares; 2024Q4: 126,932 shares; 2025Q1: 124,645 shares; 2025Q2: 120,021 shares; 2025Q3: 121,256 shares; 2025Q4: 134,393 shares 134,393 $59.8M 0.07% +13,137 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: 856,978 shares; 2024Q4: 966,600 shares; 2025Q1: 939,040 shares; 2025Q2: 926,257 shares; 2025Q3: 729,741 shares; 2025Q4: 698,693 shares 698,693 $58.9M 0.07% -31,048 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: not reported; 2024Q4: 109,984 shares; 2025Q1: 110,610 shares; 2025Q2: 116,414 shares; 2025Q3: 130,856 shares; 2025Q4: 206,983 shares 206,983 $58.6M 0.07% +76,127 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: 230,916 shares; 2024Q4: 338,190 shares; 2025Q1: 512,287 shares; 2025Q2: 518,520 shares; 2025Q3: 515,800 shares; 2025Q4: 547,619 shares 547,619 $58.4M 0.07% +31,819 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,310 shares; 2024Q4: 683,608 shares; 2025Q1: 730,813 shares; 2025Q2: 780,603 shares; 2025Q3: 848,093 shares; 2025Q4: 1,013,656 shares 1,013,656 $58.1M 0.07% +165,563 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: 38,183 shares; 2024Q4: 80,574 shares; 2025Q1: 44,978 shares; 2025Q2: 46,690 shares; 2025Q3: 48,647 shares; 2025Q4: 165,603 shares 165,603 $58M 0.07% +116,956 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: 73,467 shares; 2024Q4: 80,125 shares; 2025Q1: 85,784 shares; 2025Q2: 101,912 shares; 2025Q3: 107,495 shares; 2025Q4: 190,504 shares 190,504 $57.7M 0.07% +83,009 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,698 shares; 2024Q4: 1,096,533 shares; 2025Q1: 1,087,285 shares; 2025Q2: 1,077,709 shares; 2025Q3: 1,130,839 shares; 2025Q4: 1,126,487 shares 1,126,487 $57.6M 0.07% -4,352 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,511 shares; 2024Q4: 23,648 shares; 2025Q1: 22,103 shares; 2025Q2: 63,092 shares; 2025Q3: 62,904 shares; 2025Q4: 106,391 shares 106,391 $57.2M 0.07% +43,487 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 185,603 shares; 2025Q1: 179,038 shares; 2025Q2: 179,849 shares; 2025Q3: 225,420 shares; 2025Q4: 222,986 shares 222,986 $57.1M 0.07% -2,434 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,055 shares; 2024Q4: 222,853 shares; 2025Q1: 404,581 shares; 2025Q2: 491,438 shares; 2025Q3: 495,311 shares; 2025Q4: 757,995 shares 757,995 $56.8M 0.06% +262,684 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613,141 shares; 2025Q1: 983,793 shares; 2025Q2: 990,537 shares; 2025Q3: 997,953 shares; 2025Q4: 841,115 shares 841,115 $56.6M 0.06% -156,838 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: 111,796 shares; 2024Q4: 120,935 shares; 2025Q1: 122,188 shares; 2025Q2: 113,291 shares; 2025Q3: 115,025 shares; 2025Q4: 132,405 shares 132,405 $56.5M 0.06% +17,380 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: 603,854 shares; 2024Q4: 121,336 shares; 2025Q1: 140,695 shares; 2025Q2: 158,115 shares; 2025Q3: 156,974 shares; 2025Q4: 192,490 shares 192,490 $55.9M 0.06% +35,516 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: 147,882 shares; 2024Q4: 379,316 shares; 2025Q1: 366,244 shares; 2025Q2: 323,278 shares; 2025Q3: 518,225 shares; 2025Q4: 583,245 shares 583,245 $55.6M 0.06% +65,020 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: 14,438 shares; 2024Q4: 15,675 shares; 2025Q1: 15,743 shares; 2025Q2: 63,741 shares; 2025Q3: 67,599 shares; 2025Q4: 160,735 shares 160,735 $55.6M 0.06% +93,136 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: 73,565 shares; 2024Q4: 88,151 shares; 2025Q1: 94,606 shares; 2025Q2: 100,958 shares; 2025Q3: 213,051 shares; 2025Q4: 256,223 shares 256,223 $55.6M 0.06% +43,172 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,638 shares; 2024Q4: 161,783 shares; 2025Q1: 164,907 shares; 2025Q2: 128,207 shares; 2025Q3: 130,631 shares; 2025Q4: 255,439 shares 255,439 $55.3M 0.06% +124,808 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,634 shares; 2024Q4: 429,342 shares; 2025Q1: 432,806 shares; 2025Q2: 434,031 shares; 2025Q3: 325,243 shares; 2025Q4: 322,325 shares 322,325 $55.3M 0.06% -2,918 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: not reported; 2024Q4: 2,919 shares; 2025Q1: 9,261 shares; 2025Q2: 252,051 shares; 2025Q3: 219,566 shares; 2025Q4: 243,545 shares 243,545 $55.2M 0.06% +23,979 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: 197,483 shares; 2024Q4: 231,104 shares; 2025Q1: 909,113 shares; 2025Q2: 1,124,602 shares; 2025Q3: 538,103 shares; 2025Q4: 1,093,931 shares 1,093,931 $55M 0.06% +555,828 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,704 shares; 2024Q4: 597,284 shares; 2025Q1: 634,366 shares; 2025Q2: 662,764 shares; 2025Q3: 706,721 shares; 2025Q4: 737,018 shares 737,018 $54.3M 0.06% +30,297 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: 24,598 shares; 2024Q4: 241,282 shares; 2025Q1: 36,509 shares; 2025Q2: 232,647 shares; 2025Q3: 242,888 shares; 2025Q4: 676,211 shares 676,211 $54.2M 0.06% +433,323 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,669 shares; 2024Q4: 452,482 shares; 2025Q1: 1,823,354 shares; 2025Q2: 1,001,405 shares; 2025Q3: 998,236 shares; 2025Q4: 973,843 shares 973,843 $54M 0.06% -24,393 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: 167,882 shares; 2024Q4: 178,419 shares; 2025Q1: 188,076 shares; 2025Q2: 225,683 shares; 2025Q3: 221,185 shares; 2025Q4: 382,850 shares 382,850 $54M 0.06% +161,665 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,515 shares; 2024Q4: 285,350 shares; 2025Q1: 300,552 shares; 2025Q2: 307,457 shares; 2025Q3: 318,093 shares; 2025Q4: 427,722 shares 427,722 $53.4M 0.06% +109,629 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: 776,480 shares; 2024Q4: 1,278,868 shares; 2025Q1: 1,287,754 shares; 2025Q2: 1,166,451 shares; 2025Q3: 1,564,156 shares; 2025Q4: 2,117,913 shares 2,117,913 $52.7M 0.06% +553,757 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: 32,384 shares; 2024Q4: 35,989 shares; 2025Q1: 36,244 shares; 2025Q2: 42,400 shares; 2025Q3: 102,847 shares; 2025Q4: 111,688 shares 111,688 $52.4M 0.06% +8,841 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: 66,100 shares; 2024Q4: 68,991 shares; 2025Q1: 81,799 shares; 2025Q2: 87,463 shares; 2025Q3: 292,465 shares; 2025Q4: 622,431 shares 622,431 $52M 0.06% +329,966 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: 119,083 shares; 2024Q4: 128,298 shares; 2025Q1: 130,156 shares; 2025Q2: 131,799 shares; 2025Q3: 130,604 shares; 2025Q4: 144,986 shares 144,986 $51.1M 0.06% +14,382 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: 146,940 shares; 2024Q4: 78,657 shares; 2025Q1: 81,444 shares; 2025Q2: 83,864 shares; 2025Q3: 102,679 shares; 2025Q4: 157,165 shares 157,165 $51M 0.06% +54,486 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: 111,611 shares; 2024Q4: 115,141 shares; 2025Q1: 115,417 shares; 2025Q2: 120,053 shares; 2025Q3: 115,995 shares; 2025Q4: 175,575 shares 175,575 $50.8M 0.06% +59,580 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,473 shares; 2024Q4: 156,803 shares; 2025Q1: 153,027 shares; 2025Q2: 154,006 shares; 2025Q3: 150,854 shares; 2025Q4: 225,963 shares 225,963 $50.6M 0.06% +75,109 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,050 shares; 2024Q4: 594,258 shares; 2025Q1: 671,608 shares; 2025Q2: 694,694 shares; 2025Q3: 733,632 shares; 2025Q4: 771,724 shares 771,724 $50.5M 0.06% +38,092 Timeline DFSI 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: 26,252 shares; 2024Q4: 26,262 shares; 2025Q1: 620,981 shares; 2025Q2: 1,152,210 shares; 2025Q3: 1,181,381 shares; 2025Q4: 1,166,911 shares 1,166,911 $50M 0.06% -14,470 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,768 shares; 2024Q4: 474,172 shares; 2025Q1: 468,586 shares; 2025Q2: 411,581 shares; 2025Q3: 428,520 shares; 2025Q4: 457,493 shares 457,493 $49.2M 0.06% +28,973 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: 408,083 shares; 2024Q4: 457,598 shares; 2025Q1: 455,955 shares; 2025Q2: 467,506 shares; 2025Q3: 469,591 shares; 2025Q4: 501,958 shares 501,958 $48.3M 0.06% +32,367 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 32,778 shares; 2025Q1: 32,088 shares; 2025Q2: 24,906 shares; 2025Q3: 24,656 shares; 2025Q4: 1,112,771 shares 1,112,771 $48.3M 0.06% +1,088,115 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: 101,480 shares; 2024Q4: 109,081 shares; 2025Q1: 113,274 shares; 2025Q2: 126,793 shares; 2025Q3: 128,222 shares; 2025Q4: 744,124 shares 744,124 $47.9M 0.05% +615,902 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,369 shares; 2024Q4: 207,307 shares; 2025Q1: 227,762 shares; 2025Q2: 220,425 shares; 2025Q3: 209,906 shares; 2025Q4: 262,119 shares 262,119 $47.7M 0.05% +52,213 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,173,430 shares 3,173,430 $47.6M 0.05% new 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: 126,833 shares; 2024Q4: 162,802 shares; 2025Q1: 162,147 shares; 2025Q2: 162,134 shares; 2025Q3: 216,012 shares; 2025Q4: 358,193 shares 358,193 $47.5M 0.05% +142,181 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,456 shares; 2024Q4: 574,228 shares; 2025Q1: 495,959 shares; 2025Q2: 488,017 shares; 2025Q3: 487,636 shares; 2025Q4: 517,731 shares 517,731 $47.3M 0.05% +30,095 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: 29,324 shares; 2024Q4: 22,724 shares; 2025Q1: 23,582 shares; 2025Q2: 52,398 shares; 2025Q3: 60,341 shares; 2025Q4: 194,195 shares 194,195 $47.1M 0.05% +133,854 Timeline XMHQ 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: 356,925 shares; 2024Q4: 432,118 shares; 2025Q1: 428,064 shares; 2025Q2: 430,956 shares; 2025Q3: 455,761 shares; 2025Q4: 451,830 shares 451,830 $47M 0.05% -3,931 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: 934,656 shares; 2024Q4: 1,015,007 shares; 2025Q1: 1,083,953 shares; 2025Q2: 999,324 shares; 2025Q3: 953,388 shares; 2025Q4: 1,030,190 shares 1,030,190 $46.9M 0.05% +76,802 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: 382,188 shares; 2024Q4: 469,545 shares; 2025Q1: 440,602 shares; 2025Q2: 481,026 shares; 2025Q3: 796,646 shares; 2025Q4: 851,673 shares 851,673 $46.6M 0.05% +55,027 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,888 shares; 2024Q4: 381,354 shares; 2025Q1: 303,099 shares; 2025Q2: 302,813 shares; 2025Q3: 296,078 shares; 2025Q4: 363,906 shares 363,906 $46.4M 0.05% +67,828 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: 514,777 shares; 2024Q4: 806,904 shares; 2025Q1: 636,927 shares; 2025Q2: 641,880 shares; 2025Q3: 641,683 shares; 2025Q4: 675,156 shares 675,156 $46.3M 0.05% +33,473 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: 49,065 shares; 2024Q4: 128,307 shares; 2025Q1: 391,928 shares; 2025Q2: 423,019 shares; 2025Q3: 437,302 shares; 2025Q4: 474,140 shares 474,140 $45.9M 0.05% +36,838 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: 258,956 shares; 2024Q4: 282,021 shares; 2025Q1: 293,406 shares; 2025Q2: 298,446 shares; 2025Q3: 555,615 shares; 2025Q4: 624,685 shares 624,685 $45.9M 0.05% +69,070 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,661 shares; 2024Q4: 411,948 shares; 2025Q1: 413,202 shares; 2025Q2: 402,269 shares; 2025Q3: 393,632 shares; 2025Q4: 448,877 shares 448,877 $45.9M 0.05% +55,245 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: 46,645 shares; 2024Q4: 54,364 shares; 2025Q1: 22,948 shares; 2025Q2: 23,649 shares; 2025Q3: 47,702 shares; 2025Q4: 67,860 shares 67,860 $45.7M 0.05% +20,158 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,991 shares; 2024Q4: 987,459 shares; 2025Q1: 988,936 shares; 2025Q2: 941,559 shares; 2025Q3: 905,781 shares; 2025Q4: 942,502 shares 942,502 $45.3M 0.05% +36,721 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 102,023 shares; 2025Q1: 146,566 shares; 2025Q2: 172,843 shares; 2025Q3: 206,430 shares; 2025Q4: 219,174 shares 219,174 $45.1M 0.05% +12,744 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,453 shares; 2024Q4: 88,069 shares; 2025Q1: 193,444 shares; 2025Q2: 276,753 shares; 2025Q3: 283,329 shares; 2025Q4: 328,961 shares 328,961 $45M 0.05% +45,632 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: 57,754 shares; 2024Q4: 171,446 shares; 2025Q1: 162,980 shares; 2025Q2: 174,655 shares; 2025Q3: 202,406 shares; 2025Q4: 490,507 shares 490,507 $44.8M 0.05% +288,101 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: 107,421 shares; 2024Q4: 111,823 shares; 2025Q1: 154,848 shares; 2025Q2: 140,637 shares; 2025Q3: 170,343 shares; 2025Q4: 550,279 shares 550,279 $44.7M 0.05% +379,936 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: 99,416 shares; 2024Q4: 204,608 shares; 2025Q1: 211,536 shares; 2025Q2: 203,747 shares; 2025Q3: 224,195 shares; 2025Q4: 463,460 shares 463,460 $44.5M 0.05% +239,265 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,626 shares; 2024Q4: 869,944 shares; 2025Q1: 413,535 shares; 2025Q2: 692,840 shares; 2025Q3: 970,605 shares; 2025Q4: 679,135 shares 679,135 $44.5M 0.05% -291,470 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: 412,371 shares; 2024Q4: 455,210 shares; 2025Q1: 468,660 shares; 2025Q2: 477,037 shares; 2025Q3: 496,223 shares; 2025Q4: 604,332 shares 604,332 $44.4M 0.05% +108,109 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,125 shares; 2024Q4: 92,936 shares; 2025Q1: 89,237 shares; 2025Q2: 92,023 shares; 2025Q3: 99,650 shares; 2025Q4: 130,679 shares 130,679 $44M 0.05% +31,029 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: 16,946 shares; 2024Q4: 29,381 shares; 2025Q1: 28,011 shares; 2025Q2: 29,437 shares; 2025Q3: 41,633 shares; 2025Q4: 140,230 shares 140,230 $43.8M 0.05% +98,597 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: 391,479 shares; 2024Q4: 395,787 shares; 2025Q1: 394,721 shares; 2025Q2: 442,987 shares; 2025Q3: 480,480 shares; 2025Q4: 817,315 shares 817,315 $43.6M 0.05% +336,835 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842,646 shares 842,646 $43.5M 0.05% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 22,451 shares; 2025Q1: 24,728 shares; 2025Q2: 25,179 shares; 2025Q3: 70,968 shares; 2025Q4: 75,267 shares 75,267 $43.2M 0.05% +4,299 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: 501,946 shares; 2024Q4: 408,683 shares; 2025Q1: 453,434 shares; 2025Q2: 604,553 shares; 2025Q3: 760,615 shares; 2025Q4: 844,234 shares 844,234 $43.1M 0.05% +83,619 Timeline AVES 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: 22,273 shares; 2024Q4: 22,299 shares; 2025Q1: 832,321 shares; 2025Q2: 757,466 shares; 2025Q3: 800,470 shares; 2025Q4: 737,385 shares 737,385 $43M 0.05% -63,085 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: 429,754 shares; 2024Q4: 1,457,770 shares; 2025Q1: 1,486,458 shares; 2025Q2: 1,511,923 shares; 2025Q3: 1,523,181 shares; 2025Q4: 1,568,181 shares 1,568,181 $43M 0.05% +45,000 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: 94,656 shares; 2024Q4: 122,555 shares; 2025Q1: 123,682 shares; 2025Q2: 121,677 shares; 2025Q3: 118,772 shares; 2025Q4: 165,991 shares 165,991 $42.8M 0.05% +47,219 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: 541,401 shares; 2024Q4: 455,720 shares; 2025Q1: 473,603 shares; 2025Q2: 517,961 shares; 2025Q3: 616,631 shares; 2025Q4: 1,159,849 shares 1,159,849 $42.7M 0.05% +543,218 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,633 shares; 2024Q4: 237,836 shares; 2025Q1: 584,945 shares; 2025Q2: 667,389 shares; 2025Q3: 1,054,313 shares; 2025Q4: 1,411,274 shares 1,411,274 $42.4M 0.05% +356,961 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: 107,946 shares; 2024Q4: 186,384 shares; 2025Q1: 202,587 shares; 2025Q2: 223,568 shares; 2025Q3: 589,394 shares; 2025Q4: 730,052 shares 730,052 $42.3M 0.05% +140,658 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,611 shares; 2024Q4: 78,146 shares; 2025Q1: 75,221 shares; 2025Q2: 120,063 shares; 2025Q3: 123,000 shares; 2025Q4: 1,834,821 shares 1,834,821 $42.2M 0.05% +1,711,821 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: 146,340 shares; 2024Q4: 142,923 shares; 2025Q1: 119,477 shares; 2025Q2: 118,219 shares; 2025Q3: 192,004 shares; 2025Q4: 854,472 shares 854,472 $42M 0.05% +662,468 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: 5,195 shares; 2024Q4: 335,721 shares; 2025Q1: 340,978 shares; 2025Q2: 331,338 shares; 2025Q3: 334,756 shares; 2025Q4: 380,994 shares 380,994 $42M 0.05% +46,238 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 797,856 shares 797,856 $41.5M 0.05% new 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: 14,746 shares; 2024Q4: 42,576 shares; 2025Q1: 46,831 shares; 2025Q2: 51,194 shares; 2025Q3: 51,918 shares; 2025Q4: 61,389 shares 61,389 $41.4M 0.05% +9,471 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,748 shares; 2025Q1: 24,458 shares; 2025Q2: 61,009 shares; 2025Q3: 63,411 shares; 2025Q4: 675,798 shares 675,798 $41.1M 0.05% +612,387 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: 457,114 shares; 2024Q4: 369,116 shares; 2025Q1: 325,036 shares; 2025Q2: 277,853 shares; 2025Q3: 297,988 shares; 2025Q4: 517,967 shares 517,967 $40.9M 0.05% +219,979 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,364 shares; 2024Q4: 203,932 shares; 2025Q1: 212,826 shares; 2025Q2: 203,236 shares; 2025Q3: 175,156 shares; 2025Q4: 289,345 shares 289,345 $40.9M 0.05% +114,189 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: 469,951 shares; 2024Q4: 800,213 shares; 2025Q1: 544,184 shares; 2025Q2: 539,252 shares; 2025Q3: 550,397 shares; 2025Q4: 557,289 shares 557,289 $40.5M 0.05% +6,892 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: 562,589 shares; 2024Q4: 1,301,309 shares; 2025Q1: 1,313,246 shares; 2025Q2: 1,289,071 shares; 2025Q3: 1,292,091 shares; 2025Q4: 1,412,043 shares 1,412,043 $40.2M 0.05% +119,952 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,448 shares; 2024Q4: 200,765 shares; 2025Q1: 205,469 shares; 2025Q2: 228,513 shares; 2025Q3: 220,256 shares; 2025Q4: 364,699 shares 364,699 $40.2M 0.05% +144,443 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689,834 shares; 2024Q4: 770,413 shares; 2025Q1: 1,091,571 shares; 2025Q2: 1,016,508 shares; 2025Q3: 1,043,659 shares; 2025Q4: 1,051,577 shares 1,051,577 $40M 0.05% +7,918 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: 350,414 shares; 2024Q4: 1,409,025 shares; 2025Q1: 1,427,739 shares; 2025Q2: 1,419,698 shares; 2025Q3: 1,420,519 shares; 2025Q4: 1,498,468 shares 1,498,468 $39.9M 0.05% +77,949 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,793 shares; 2025Q1: 671,840 shares; 2025Q2: 701,467 shares; 2025Q3: 725,119 shares; 2025Q4: 714,454 shares 714,454 $39.9M 0.05% -10,665 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: 160,724 shares; 2024Q4: 181,784 shares; 2025Q1: 183,430 shares; 2025Q2: 184,089 shares; 2025Q3: 186,780 shares; 2025Q4: 240,342 shares 240,342 $39.8M 0.05% +53,562 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,042 shares; 2025Q1: 10,251 shares; 2025Q2: not reported; 2025Q3: 14,911 shares; 2025Q4: 2,576,737 shares 2,576,737 $39.8M 0.05% +2,561,826 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,634 shares; 2025Q1: not reported; 2025Q2: 724,205 shares; 2025Q3: 746,616 shares; 2025Q4: 793,807 shares 793,807 $39.4M 0.04% +47,191 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: 9,167 shares; 2024Q4: 77,578 shares; 2025Q1: 71,577 shares; 2025Q2: 65,622 shares; 2025Q3: 63,147 shares; 2025Q4: 136,677 shares 136,677 $39.3M 0.04% +73,530 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: 43,081 shares; 2024Q4: 44,309 shares; 2025Q1: 44,134 shares; 2025Q2: 43,757 shares; 2025Q3: 42,347 shares; 2025Q4: 48,168 shares 48,168 $39M 0.04% +5,821 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,179 shares; 2024Q4: 1,095,121 shares; 2025Q1: 1,114,078 shares; 2025Q2: 973,603 shares; 2025Q3: 690,778 shares; 2025Q4: 634,064 shares 634,064 $38.1M 0.04% -56,714 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,178 shares; 2024Q4: 323,975 shares; 2025Q1: 2,349,653 shares; 2025Q2: 3,538,128 shares; 2025Q3: 1,405,221 shares; 2025Q4: 3,659,666 shares 3,659,666 $38.1M 0.04% +2,254,445 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: 40,388 shares; 2024Q4: 43,879 shares; 2025Q1: 83,816 shares; 2025Q2: 69,928 shares; 2025Q3: 253,554 shares; 2025Q4: 2,363,645 shares 2,363,645 $38M 0.04% +2,110,091 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: 52,315 shares; 2024Q4: 72,226 shares; 2025Q1: 70,890 shares; 2025Q2: 76,157 shares; 2025Q3: 72,462 shares; 2025Q4: 213,579 shares 213,579 $37.1M 0.04% +141,117 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,844 shares; 2024Q4: 513,954 shares; 2025Q1: 519,509 shares; 2025Q2: 541,548 shares; 2025Q3: 538,109 shares; 2025Q4: 533,029 shares 533,029 $37M 0.04% -5,080 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,313 shares; 2025Q1: 10,313 shares; 2025Q2: 20,625 shares; 2025Q3: 20,625 shares; 2025Q4: 828,042 shares 828,042 $36.9M 0.04% +807,417 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: 24,118 shares; 2024Q4: 33,843 shares; 2025Q1: 34,424 shares; 2025Q2: 35,859 shares; 2025Q3: 44,992 shares; 2025Q4: 314,590 shares 314,590 $36.5M 0.04% +269,598 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: 20,284 shares; 2024Q4: 34,439 shares; 2025Q1: 46,854 shares; 2025Q2: 44,557 shares; 2025Q3: 45,355 shares; 2025Q4: 219,953 shares 219,953 $35.9M 0.04% +174,598 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: 11,759 shares; 2024Q4: 127,655 shares; 2025Q1: 68,325 shares; 2025Q2: 68,292 shares; 2025Q3: 74,380 shares; 2025Q4: 110,423 shares 110,423 $35.7M 0.04% +36,043 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: 141,303 shares; 2024Q4: 137,343 shares; 2025Q1: 147,331 shares; 2025Q2: 158,527 shares; 2025Q3: 183,903 shares; 2025Q4: 222,145 shares 222,145 $35.5M 0.04% +38,242 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: 66,571 shares; 2024Q4: 79,500 shares; 2025Q1: 116,179 shares; 2025Q2: 120,956 shares; 2025Q3: 123,741 shares; 2025Q4: 139,770 shares 139,770 $35.3M 0.04% +16,029 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,740 shares; 2024Q4: 647,323 shares; 2025Q1: 679,512 shares; 2025Q2: 703,523 shares; 2025Q3: 712,690 shares; 2025Q4: 735,496 shares 735,496 $35M 0.04% +22,806 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279,723 shares; 2024Q4: 1,306,016 shares; 2025Q1: 1,287,902 shares; 2025Q2: 1,309,758 shares; 2025Q3: 1,426,015 shares; 2025Q4: 1,409,390 shares 1,409,390 $34.9M 0.04% -16,625 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,304,334 shares 1,304,334 $34.7M 0.04% new 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: 6,705 shares; 2024Q4: 232,437 shares; 2025Q1: 418,519 shares; 2025Q2: 371,801 shares; 2025Q3: 375,477 shares; 2025Q4: 383,576 shares 383,576 $34.5M 0.04% +8,099 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,486,286 shares; 2025Q3: 2,300,849 shares; 2025Q4: 4,337,131 shares 4,337,131 $34.5M 0.04% +2,036,282 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: 4,898 shares; 2024Q4: 10,050 shares; 2025Q1: 8,245 shares; 2025Q2: 247,072 shares; 2025Q3: 164,656 shares; 2025Q4: 253,386 shares 253,386 $34.5M 0.04% +88,730 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,977 shares; 2024Q4: 276,579 shares; 2025Q1: 446,165 shares; 2025Q2: 524,771 shares; 2025Q3: 622,789 shares; 2025Q4: 675,685 shares 675,685 $34.2M 0.04% +52,896 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: 35,226 shares; 2024Q4: 222,789 shares; 2025Q1: 199,481 shares; 2025Q2: 197,413 shares; 2025Q3: 200,539 shares; 2025Q4: 199,712 shares 199,712 $34M 0.04% -827 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: 287,261 shares; 2024Q4: 345,252 shares; 2025Q1: 321,443 shares; 2025Q2: 338,150 shares; 2025Q3: 328,836 shares; 2025Q4: 383,726 shares 383,726 $34M 0.04% +54,890 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 478,016 shares; 2025Q1: 463,739 shares; 2025Q2: 467,756 shares; 2025Q3: 766,236 shares; 2025Q4: 776,828 shares 776,828 $33.9M 0.04% +10,592 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472,479 shares; 2025Q1: 522,210 shares; 2025Q2: 511,044 shares; 2025Q3: 582,272 shares; 2025Q4: 616,173 shares 616,173 $33.8M 0.04% +33,901 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: 76,221 shares; 2024Q4: 99,845 shares; 2025Q1: 99,545 shares; 2025Q2: 74,325 shares; 2025Q3: 75,873 shares; 2025Q4: 153,708 shares 153,708 $33.7M 0.04% +77,835 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: 59,300 shares; 2024Q4: 59,756 shares; 2025Q1: 53,651 shares; 2025Q2: 53,773 shares; 2025Q3: 52,140 shares; 2025Q4: 65,661 shares 65,661 $33.5M 0.04% +13,521 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: 102,418 shares; 2024Q4: 149,587 shares; 2025Q1: 149,104 shares; 2025Q2: 141,373 shares; 2025Q3: 150,180 shares; 2025Q4: 294,751 shares 294,751 $33.5M 0.04% +144,571 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,646 shares; 2025Q1: 11,331 shares; 2025Q2: 13,365 shares; 2025Q3: 34,732 shares; 2025Q4: 621,982 shares 621,982 $33.5M 0.04% +587,250 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,451 shares; 2024Q4: 901,237 shares; 2025Q1: 887,377 shares; 2025Q2: 855,352 shares; 2025Q3: 832,707 shares; 2025Q4: 797,421 shares 797,421 $33.4M 0.04% -35,286 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: 11,085 shares; 2024Q4: 171,140 shares; 2025Q1: 166,739 shares; 2025Q2: 206,898 shares; 2025Q3: 200,196 shares; 2025Q4: 236,511 shares 236,511 $33.4M 0.04% +36,315 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,012 shares; 2025Q1: 513,503 shares; 2025Q2: 529,934 shares; 2025Q3: 574,633 shares; 2025Q4: 837,344 shares 837,344 $33M 0.04% +262,711 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: 364,886 shares; 2024Q4: 426,706 shares; 2025Q1: 385,838 shares; 2025Q2: 300,879 shares; 2025Q3: 283,863 shares; 2025Q4: 332,793 shares 332,793 $32.9M 0.04% +48,930 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: 45,804 shares; 2024Q4: 47,516 shares; 2025Q1: 61,913 shares; 2025Q2: 385,408 shares; 2025Q3: 404,886 shares; 2025Q4: 398,131 shares 398,131 $32.8M 0.04% -6,755 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: 172,781 shares; 2024Q4: 269,064 shares; 2025Q1: 288,722 shares; 2025Q2: 150,528 shares; 2025Q3: 175,763 shares; 2025Q4: 204,710 shares 204,710 $32.8M 0.04% +28,947 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,224 shares; 2024Q4: 786,509 shares; 2025Q1: 796,967 shares; 2025Q2: 784,847 shares; 2025Q3: 774,894 shares; 2025Q4: 739,082 shares 739,082 $32.7M 0.04% -35,812 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,616 shares; 2024Q4: 120,401 shares; 2025Q1: 199,150 shares; 2025Q2: 319,663 shares; 2025Q3: 394,089 shares; 2025Q4: 478,298 shares 478,298 $32.6M 0.04% +84,209 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: 936,713 shares; 2024Q4: 838,774 shares; 2025Q1: 836,936 shares; 2025Q2: 827,918 shares; 2025Q3: 872,875 shares; 2025Q4: 995,714 shares 995,714 $31.9M 0.04% +122,839 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,263 shares; 2024Q4: 200,751 shares; 2025Q1: 231,589 shares; 2025Q2: 1,223,237 shares; 2025Q3: 1,229,287 shares; 2025Q4: 1,409,886 shares 1,409,886 $31.7M 0.04% +180,599 Timeline MUNI 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: 497,831 shares; 2024Q4: 528,547 shares; 2025Q1: 535,852 shares; 2025Q2: 547,894 shares; 2025Q3: 610,803 shares; 2025Q4: 604,880 shares 604,880 $31.6M 0.04% -5,923 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,343 shares; 2024Q4: 612,745 shares; 2025Q1: not reported; 2025Q2: 771,761 shares; 2025Q3: 804,766 shares; 2025Q4: 1,298,892 shares 1,298,892 $31.5M 0.04% +494,126 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,974 shares; 2024Q4: 901,566 shares; 2025Q1: 912,243 shares; 2025Q2: 824,561 shares; 2025Q3: 859,015 shares; 2025Q4: 886,931 shares 886,931 $31.4M 0.04% +27,916 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: 505,108 shares; 2024Q4: 840,865 shares; 2025Q1: 857,001 shares; 2025Q2: 719,084 shares; 2025Q3: 737,053 shares; 2025Q4: 1,048,173 shares 1,048,173 $31.3M 0.04% +311,120 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,988 shares; 2025Q1: 17,595 shares; 2025Q2: 16,174 shares; 2025Q3: 21,649 shares; 2025Q4: 312,640 shares 312,640 $31M 0.04% +290,991 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: 14,644 shares; 2024Q4: 15,098 shares; 2025Q1: 15,989 shares; 2025Q2: 15,822 shares; 2025Q3: 29,332 shares; 2025Q4: 30,715 shares 30,715 $31M 0.04% +1,383 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: 146,691 shares; 2024Q4: 436,598 shares; 2025Q1: 436,136 shares; 2025Q2: 16,213 shares; 2025Q3: 4,545 shares; 2025Q4: 50,322 shares 50,322 $30.9M 0.04% +45,777 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,739 shares; 2024Q4: 175,666 shares; 2025Q1: 181,905 shares; 2025Q2: 183,512 shares; 2025Q3: 207,530 shares; 2025Q4: 223,901 shares 223,901 $30.7M 0.03% +16,371 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 12,199 shares; 2025Q1: 13,287 shares; 2025Q2: 11,628 shares; 2025Q3: 11,099 shares; 2025Q4: 598,555 shares 598,555 $30.4M 0.03% +587,456 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323,780 shares; 2025Q1: 361,064 shares; 2025Q2: 383,578 shares; 2025Q3: 408,401 shares; 2025Q4: 423,996 shares 423,996 $30.4M 0.03% +15,595 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,136 shares; 2024Q4: 194,763 shares; 2025Q1: 179,108 shares; 2025Q2: 186,289 shares; 2025Q3: 180,704 shares; 2025Q4: 180,842 shares 180,842 $30.4M 0.03% +138 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980,982 shares; 2024Q4: 971,014 shares; 2025Q1: 964,892 shares; 2025Q2: 884,445 shares; 2025Q3: 864,082 shares; 2025Q4: 874,055 shares 874,055 $30.3M 0.03% +9,973 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: 218,987 shares; 2024Q4: 453,447 shares; 2025Q1: 358,999 shares; 2025Q2: 347,344 shares; 2025Q3: 325,672 shares; 2025Q4: 672,030 shares 672,030 $30.3M 0.03% +346,358 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: 126,878 shares; 2024Q4: 234,075 shares; 2025Q1: 263,545 shares; 2025Q2: 268,205 shares; 2025Q3: 424,184 shares; 2025Q4: 508,341 shares 508,341 $30.2M 0.03% +84,157 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,634 shares; 2024Q4: 310,615 shares; 2025Q1: 313,326 shares; 2025Q2: 314,809 shares; 2025Q3: 315,736 shares; 2025Q4: 327,053 shares 327,053 $30.2M 0.03% +11,317 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: 183,104 shares; 2024Q4: 226,438 shares; 2025Q1: 218,086 shares; 2025Q2: 207,631 shares; 2025Q3: 219,660 shares; 2025Q4: 558,701 shares 558,701 $30.1M 0.03% +339,041 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: 126,888 shares; 2024Q4: 133,609 shares; 2025Q1: 157,153 shares; 2025Q2: 159,617 shares; 2025Q3: 168,652 shares; 2025Q4: 222,342 shares 222,342 $30.1M 0.03% +53,690 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650,182 shares 650,182 $29.8M 0.03% new Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 3,803 shares; 2025Q1: 3,838 shares; 2025Q2: 4,296 shares; 2025Q3: 128,855 shares; 2025Q4: 136,904 shares 136,904 $29.8M 0.03% +8,049 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,067 shares; 2024Q4: 243,807 shares; 2025Q1: 248,327 shares; 2025Q2: 249,084 shares; 2025Q3: 250,035 shares; 2025Q4: 261,793 shares 261,793 $29.7M 0.03% +11,758 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,933 shares; 2024Q4: 1,253,129 shares; 2025Q1: 1,309,930 shares; 2025Q2: 1,374,357 shares; 2025Q3: 1,419,626 shares; 2025Q4: 1,419,626 shares 1,419,626 $29.7M 0.03% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 20,783 shares; 2025Q1: 18,099 shares; 2025Q2: 32,174 shares; 2025Q3: 16,125 shares; 2025Q4: 766,492 shares 766,492 $29.6M 0.03% +750,367 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: 203,788 shares; 2024Q4: 203,798 shares; 2025Q1: 217,172 shares; 2025Q2: 302,382 shares; 2025Q3: 307,375 shares; 2025Q4: 349,645 shares 349,645 $29.5M 0.03% +42,270 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,051 shares; 2024Q4: 156,017 shares; 2025Q1: 156,135 shares; 2025Q2: 160,179 shares; 2025Q3: 234,630 shares; 2025Q4: 225,742 shares 225,742 $29.4M 0.03% -8,888 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: 546,492 shares; 2024Q4: 885,333 shares; 2025Q1: 845,529 shares; 2025Q2: 158,560 shares; 2025Q3: 244,242 shares; 2025Q4: 160,222 shares 160,222 $29.4M 0.03% -84,020 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,777 shares; 2024Q4: 19,508 shares; 2025Q1: 17,436 shares; 2025Q2: 158,746 shares; 2025Q3: 160,910 shares; 2025Q4: 169,463 shares 169,463 $29.3M 0.03% +8,553 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: 5,868 shares; 2024Q4: 13,031 shares; 2025Q1: 13,791 shares; 2025Q2: 15,706 shares; 2025Q3: 164,859 shares; 2025Q4: 399,617 shares 399,617 $29M 0.03% +234,758 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,705 shares; 2024Q4: 768,232 shares; 2025Q1: 758,388 shares; 2025Q2: 760,373 shares; 2025Q3: 763,149 shares; 2025Q4: 796,837 shares 796,837 $28.9M 0.03% +33,688 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: 29,637 shares; 2024Q4: 42,044 shares; 2025Q1: 47,548 shares; 2025Q2: 51,637 shares; 2025Q3: 55,944 shares; 2025Q4: 208,560 shares 208,560 $28.7M 0.03% +152,616 Timeline SPECIAL OPPORTUNITIES FD INC SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147,664 shares 1,147,664 $28.4M 0.03% new 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: 61,317 shares; 2024Q4: 116,589 shares; 2025Q1: 114,156 shares; 2025Q2: 154,783 shares; 2025Q3: 159,303 shares; 2025Q4: 151,573 shares 151,573 $28.1M 0.03% -7,730 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: 55,543 shares; 2024Q4: 92,621 shares; 2025Q1: 76,466 shares; 2025Q2: 77,837 shares; 2025Q3: 73,600 shares; 2025Q4: 89,647 shares 89,647 $27.8M 0.03% +16,047 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,743 shares; 2024Q4: 206,681 shares; 2025Q1: 206,159 shares; 2025Q2: 205,554 shares; 2025Q3: 543,039 shares; 2025Q4: 601,656 shares 601,656 $27.5M 0.03% +58,617 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: 60,528 shares; 2024Q4: 62,981 shares; 2025Q1: 61,406 shares; 2025Q2: 60,637 shares; 2025Q3: 59,375 shares; 2025Q4: 111,104 shares 111,104 $27.4M 0.03% +51,729 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823,160 shares 823,160 $27.4M 0.03% new 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: 251,329 shares; 2024Q4: 289,574 shares; 2025Q1: 816,414 shares; 2025Q2: 780,594 shares; 2025Q3: 870,544 shares; 2025Q4: 826,043 shares 826,043 $27.2M 0.03% -44,501 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,146 shares; 2024Q4: 120,122 shares; 2025Q1: 122,969 shares; 2025Q2: 287,436 shares; 2025Q3: 261,211 shares; 2025Q4: 269,632 shares 269,632 $27M 0.03% +8,421 Timeline PAVE 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: 43,363 shares; 2024Q4: 562,870 shares; 2025Q1: 700,618 shares; 2025Q2: 553,491 shares; 2025Q3: 559,358 shares; 2025Q4: 566,157 shares 566,157 $27M 0.03% +6,799 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,482 shares; 2024Q4: 647,973 shares; 2025Q1: 642,473 shares; 2025Q2: 615,985 shares; 2025Q3: 598,832 shares; 2025Q4: 606,989 shares 606,989 $27M 0.03% +8,157 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,947 shares; 2025Q1: 6,406 shares; 2025Q2: 12,033 shares; 2025Q3: 8,184 shares; 2025Q4: 321,282 shares 321,282 $26.8M 0.03% +313,098 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 326,840 shares; 2025Q2: 343,846 shares; 2025Q3: 358,248 shares; 2025Q4: 351,223 shares 351,223 $26.8M 0.03% -7,025 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,218 shares; 2024Q4: 50,484 shares; 2025Q1: 55,607 shares; 2025Q2: 54,057 shares; 2025Q3: 141,357 shares; 2025Q4: 153,982 shares 153,982 $26.7M 0.03% +12,625 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: 54,929 shares; 2024Q4: 144,929 shares; 2025Q1: 141,683 shares; 2025Q2: 143,327 shares; 2025Q3: 159,290 shares; 2025Q4: 249,316 shares 249,316 $26.6M 0.03% +90,026 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: 63,801 shares; 2024Q4: 67,843 shares; 2025Q1: 65,508 shares; 2025Q2: 67,833 shares; 2025Q3: 64,338 shares; 2025Q4: 89,660 shares 89,660 $26.3M 0.03% +25,322 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: 23,350 shares; 2024Q4: 37,541 shares; 2025Q1: 37,922 shares; 2025Q2: 38,587 shares; 2025Q3: 38,777 shares; 2025Q4: 55,898 shares 55,898 $26.3M 0.03% +17,121 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: 22,327 shares; 2024Q4: 28,317 shares; 2025Q1: 29,138 shares; 2025Q2: 30,398 shares; 2025Q3: 68,252 shares; 2025Q4: 140,191 shares 140,191 $26M 0.03% +71,939 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,359 shares; 2024Q4: 274,175 shares; 2025Q1: 303,851 shares; 2025Q2: 382,228 shares; 2025Q3: 420,726 shares; 2025Q4: 446,570 shares 446,570 $26M 0.03% +25,844 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,103 shares; 2024Q4: 411,942 shares; 2025Q1: 410,488 shares; 2025Q2: 416,860 shares; 2025Q3: 423,801 shares; 2025Q4: 586,251 shares 586,251 $25.9M 0.03% +162,450 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: 21,097 shares; 2024Q4: 38,155 shares; 2025Q1: 39,033 shares; 2025Q2: 39,105 shares; 2025Q3: 42,614 shares; 2025Q4: 139,767 shares 139,767 $25.9M 0.03% +97,153 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,176 shares; 2025Q3: 4,450 shares; 2025Q4: 504,668 shares 504,668 $25.9M 0.03% +500,218 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 114,130 shares; 2025Q1: 306,127 shares; 2025Q2: 310,752 shares; 2025Q3: 301,875 shares; 2025Q4: 575,120 shares 575,120 $25.8M 0.03% +273,245 Timeline RWJ 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: 100,034 shares; 2024Q4: 377,439 shares; 2025Q1: 394,108 shares; 2025Q2: 419,499 shares; 2025Q3: 453,039 shares; 2025Q4: 525,416 shares 525,416 $25.6M 0.03% +72,377 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: 208,917 shares; 2024Q4: 640,379 shares; 2025Q1: 640,723 shares; 2025Q2: 610,602 shares; 2025Q3: 642,184 shares; 2025Q4: 845,556 shares 845,556 $25.4M 0.03% +203,372 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,373 shares; 2024Q4: 334,486 shares; 2025Q1: 349,397 shares; 2025Q2: 339,231 shares; 2025Q3: 351,755 shares; 2025Q4: 362,046 shares 362,046 $25.2M 0.03% +10,291 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,936 shares; 2024Q4: 491,492 shares; 2025Q1: 430,418 shares; 2025Q2: 404,826 shares; 2025Q3: 328,340 shares; 2025Q4: 493,519 shares 493,519 $25.2M 0.03% +165,179 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: 78,256 shares; 2024Q4: 148,377 shares; 2025Q1: 150,854 shares; 2025Q2: 158,279 shares; 2025Q3: 159,580 shares; 2025Q4: 177,485 shares 177,485 $25.1M 0.03% +17,905 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,262 shares; 2024Q4: 200,244 shares; 2025Q1: 179,689 shares; 2025Q2: 172,270 shares; 2025Q3: 189,681 shares; 2025Q4: 566,642 shares 566,642 $24.5M 0.03% +376,961 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: 280,798 shares; 2024Q4: 280,221 shares; 2025Q1: 280,583 shares; 2025Q2: 279,097 shares; 2025Q3: 273,681 shares; 2025Q4: 268,749 shares 268,749 $24.4M 0.03% -4,932 Timeline WELLS FARGO & CO 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: 19,116 shares; 2024Q4: 18,818 shares; 2025Q1: 18,198 shares; 2025Q2: 18,247 shares; 2025Q3: 18,071 shares; 2025Q4: 20,046 shares 20,046 $24.3M 0.03% +1,975 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: 105,096 shares; 2024Q4: 112,631 shares; 2025Q1: 112,351 shares; 2025Q2: 115,302 shares; 2025Q3: 119,963 shares; 2025Q4: 105,821 shares 105,821 $24.1M 0.03% -14,142 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,984 shares; 2024Q4: 695,040 shares; 2025Q1: 656,600 shares; 2025Q2: 778,630 shares; 2025Q3: 892,726 shares; 2025Q4: 957,587 shares 957,587 $24M 0.03% +64,861 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: 79,238 shares; 2024Q4: 96,084 shares; 2025Q1: 95,757 shares; 2025Q2: 100,350 shares; 2025Q3: 100,793 shares; 2025Q4: 211,540 shares 211,540 $23.7M 0.03% +110,747 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,118 shares; 2024Q4: 704,703 shares; 2025Q1: 651,050 shares; 2025Q2: 618,732 shares; 2025Q3: 531,120 shares; 2025Q4: 509,861 shares 509,861 $23.7M 0.03% -21,259 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 50,243 shares; 2025Q1: 48,531 shares; 2025Q2: 61,719 shares; 2025Q3: 71,617 shares; 2025Q4: 78,812 shares 78,812 $23.7M 0.03% +7,195 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,977 shares; 2024Q4: 48,977 shares; 2025Q1: 40,722 shares; 2025Q2: 39,361 shares; 2025Q3: 34,450 shares; 2025Q4: 499,828 shares 499,828 $23.5M 0.03% +465,378 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,174 shares; 2024Q4: 47,676 shares; 2025Q1: 38,825 shares; 2025Q2: 38,015 shares; 2025Q3: 630,060 shares; 2025Q4: 767,664 shares 767,664 $23.4M 0.03% +137,604 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,000 shares; 2024Q4: 58,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234,843 shares; 2025Q4: 234,807 shares 234,807 $23.4M 0.03% -36 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,963 shares; 2024Q4: 113,405 shares; 2025Q1: 144,131 shares; 2025Q2: 139,482 shares; 2025Q3: 138,484 shares; 2025Q4: 134,126 shares 134,126 $23.4M 0.03% -4,358 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,597 shares; 2025Q1: 49,454 shares; 2025Q2: 52,406 shares; 2025Q3: 67,059 shares; 2025Q4: 357,643 shares 357,643 $23.3M 0.03% +290,584 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: 120,807 shares; 2024Q4: 361,441 shares; 2025Q1: 342,672 shares; 2025Q2: 340,667 shares; 2025Q3: 130,661 shares; 2025Q4: 221,034 shares 221,034 $23.2M 0.03% +90,373 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 211,602 shares; 2025Q1: 280,356 shares; 2025Q2: 278,264 shares; 2025Q3: 292,706 shares; 2025Q4: 286,525 shares 286,525 $23.1M 0.03% -6,181 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274,944 shares; 2025Q2: 292,951 shares; 2025Q3: 300,608 shares; 2025Q4: 293,283 shares 293,283 $23M 0.03% -7,325 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: 72,901 shares; 2024Q4: 115,005 shares; 2025Q1: 128,601 shares; 2025Q2: 116,408 shares; 2025Q3: 120,356 shares; 2025Q4: 243,788 shares 243,788 $22.8M 0.03% +123,432 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: 352,126 shares; 2024Q4: 458,511 shares; 2025Q1: 463,627 shares; 2025Q2: 476,609 shares; 2025Q3: 499,000 shares; 2025Q4: 521,126 shares 521,126 $22.8M 0.03% +22,126 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,741 shares; 2024Q4: 612,684 shares; 2025Q1: 619,386 shares; 2025Q2: 609,291 shares; 2025Q3: 608,733 shares; 2025Q4: 615,473 shares 615,473 $22.7M 0.03% +6,740 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,178 shares; 2024Q4: 356,557 shares; 2025Q1: 387,899 shares; 2025Q2: 436,222 shares; 2025Q3: 476,213 shares; 2025Q4: 562,543 shares 562,543 $22.7M 0.03% +86,330 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 270,641 shares; 2025Q1: 274,170 shares; 2025Q2: 287,017 shares; 2025Q3: 304,063 shares; 2025Q4: 300,548 shares 300,548 $22.5M 0.03% -3,515 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,525 shares; 2024Q4: 242,957 shares; 2025Q1: 247,243 shares; 2025Q2: 245,994 shares; 2025Q3: 255,771 shares; 2025Q4: 266,255 shares 266,255 $22.5M 0.03% +10,484 Timeline FNDC 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: 153,707 shares; 2024Q4: 160,526 shares; 2025Q1: 479,812 shares; 2025Q2: 600,891 shares; 2025Q3: 142,258 shares; 2025Q4: 504,392 shares 504,392 $22.5M 0.03% +362,134 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,837 shares; 2024Q4: 300,371 shares; 2025Q1: 280,963 shares; 2025Q2: 306,348 shares; 2025Q3: 798,826 shares; 2025Q4: 1,095,685 shares 1,095,685 $22.4M 0.03% +296,859 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,390 shares; 2024Q4: 134,405 shares; 2025Q1: 133,751 shares; 2025Q2: 128,359 shares; 2025Q3: 125,655 shares; 2025Q4: 218,371 shares 218,371 $22.1M 0.03% +92,716 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: 173,518 shares; 2024Q4: 323,655 shares; 2025Q1: 447,569 shares; 2025Q2: 495,350 shares; 2025Q3: 389,452 shares; 2025Q4: 498,287 shares 498,287 $22.1M 0.03% +108,835 Timeline DFSE 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: 12,811 shares; 2024Q4: 16,089 shares; 2025Q1: 312,807 shares; 2025Q2: 537,973 shares; 2025Q3: 542,461 shares; 2025Q4: 533,465 shares 533,465 $22.1M 0.03% -8,996 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,401 shares; 2024Q4: 134,371 shares; 2025Q1: 153,053 shares; 2025Q2: 424,931 shares; 2025Q3: 446,226 shares; 2025Q4: 486,613 shares 486,613 $22.1M 0.03% +40,387 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,959 shares; 2024Q4: 23,471 shares; 2025Q1: 25,820 shares; 2025Q2: 19,117 shares; 2025Q3: 17,134 shares; 2025Q4: 137,341 shares 137,341 $22.1M 0.03% +120,207 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: 588 shares; 2024Q4: 1,092 shares; 2025Q1: 2,300 shares; 2025Q2: 3,589 shares; 2025Q3: 5,331 shares; 2025Q4: 23,536 shares 23,536 $22M 0.03% +18,205 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,765 shares; 2024Q4: 479,554 shares; 2025Q1: 495,883 shares; 2025Q2: 434,236 shares; 2025Q3: 486,009 shares; 2025Q4: 496,685 shares 496,685 $21.7M 0.02% +10,676 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,774 shares; 2024Q4: 274,479 shares; 2025Q1: 268,543 shares; 2025Q2: 268,513 shares; 2025Q3: 263,047 shares; 2025Q4: 275,061 shares 275,061 $21.6M 0.02% +12,014 Timeline XLB 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: 241,095 shares; 2024Q4: 239,595 shares; 2025Q1: 234,464 shares; 2025Q2: 234,775 shares; 2025Q3: 230,139 shares; 2025Q4: 472,774 shares 472,774 $21.4M 0.02% +242,635 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,509 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,149 shares; 2025Q4: 148,353 shares 148,353 $21.3M 0.02% +145,204 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT 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: 3,008,267 shares 3,008,267 $21.1M 0.02% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD 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: 74,741 shares; 2025Q4: 293,275 shares 293,275 $20.9M 0.02% +218,534 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,487 shares; 2024Q4: 124,688 shares; 2025Q1: 114,050 shares; 2025Q2: 107,440 shares; 2025Q3: 116,844 shares; 2025Q4: 123,572 shares 123,572 $20.9M 0.02% +6,728 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,530 shares; 2024Q4: 50,116 shares; 2025Q1: 62,704 shares; 2025Q2: 69,949 shares; 2025Q3: 56,522 shares; 2025Q4: 46,532 shares 46,532 $20.8M 0.02% -9,990 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: 1,837 shares; 2024Q4: 7,543 shares; 2025Q1: 22,213 shares; 2025Q2: 15,024 shares; 2025Q3: 29,769 shares; 2025Q4: 35,411 shares 35,411 $20.6M 0.02% +5,642 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 6,495 shares; 2025Q1: 6,444 shares; 2025Q2: 50,770 shares; 2025Q3: 77,490 shares; 2025Q4: 159,592 shares 159,592 $20.6M 0.02% +82,102 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,786 shares; 2024Q4: 187,831 shares; 2025Q1: 186,096 shares; 2025Q2: 188,170 shares; 2025Q3: 100,652 shares; 2025Q4: 95,423 shares 95,423 $20.5M 0.02% -5,229 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,914 shares; 2024Q4: 29,809 shares; 2025Q1: 26,931 shares; 2025Q2: 15,681 shares; 2025Q3: 75,192 shares; 2025Q4: 700,462 shares 700,462 $20.5M 0.02% +625,270 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312,668 shares 312,668 $20.5M 0.02% new 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: 85,351 shares; 2024Q4: 292,773 shares; 2025Q1: 281,031 shares; 2025Q2: 179,897 shares; 2025Q3: 97,506 shares; 2025Q4: 349,785 shares 349,785 $20.5M 0.02% +252,279 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,439 shares; 2024Q4: 134,018 shares; 2025Q1: 102,953 shares; 2025Q2: 100,995 shares; 2025Q3: 99,300 shares; 2025Q4: 436,575 shares 436,575 $20.4M 0.02% +337,275 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065,750 shares; 2025Q1: 1,236,449 shares; 2025Q2: 1,241,894 shares; 2025Q3: 1,281,356 shares; 2025Q4: 1,327,928 shares 1,327,928 $20.3M 0.02% +46,572 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835,559 shares; 2024Q4: 851,126 shares; 2025Q1: 522,664 shares; 2025Q2: 659,870 shares; 2025Q3: 757,604 shares; 2025Q4: 605,277 shares 605,277 $20.3M 0.02% -152,327 Timeline VTWO 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: 39,463 shares; 2024Q4: 41,228 shares; 2025Q1: 42,212 shares; 2025Q2: 109,200 shares; 2025Q3: 107,768 shares; 2025Q4: 203,396 shares 203,396 $20.2M 0.02% +95,628 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: 42,240 shares; 2024Q4: 56,604 shares; 2025Q1: 52,848 shares; 2025Q2: 71,019 shares; 2025Q3: 67,736 shares; 2025Q4: 81,208 shares 81,208 $20.2M 0.02% +13,472 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: 389,211 shares; 2024Q4: 400,798 shares; 2025Q1: 407,902 shares; 2025Q2: 461,390 shares; 2025Q3: 1,355,195 shares; 2025Q4: 1,540,809 shares 1,540,809 $20.2M 0.02% +185,614 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: 12,843 shares; 2024Q4: 6,322 shares; 2025Q1: 6,617 shares; 2025Q2: 6,603 shares; 2025Q3: 9,482 shares; 2025Q4: 43,193 shares 43,193 $20.1M 0.02% +33,711 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,814 shares; 2024Q4: 151,944 shares; 2025Q1: 154,187 shares; 2025Q2: 163,725 shares; 2025Q3: 271,537 shares; 2025Q4: 343,954 shares 343,954 $19.8M 0.02% +72,417 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 58,156 shares; 2025Q1: 64,052 shares; 2025Q2: 68,886 shares; 2025Q3: 76,861 shares; 2025Q4: 87,596 shares 87,596 $19.7M 0.02% +10,735 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,197 shares; 2025Q1: 236,017 shares; 2025Q2: 395,792 shares; 2025Q3: 413,434 shares; 2025Q4: 285,323 shares 285,323 $19.5M 0.02% -128,111 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 4,940 shares; 2025Q1: 86,810 shares; 2025Q2: 158,848 shares; 2025Q3: 166,524 shares; 2025Q4: 147,334 shares 147,334 $19.5M 0.02% -19,190 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,132 shares; 2025Q3: 92,990 shares; 2025Q4: 268,100 shares 268,100 $19.5M 0.02% +175,110 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,216 shares; 2024Q4: 64,485 shares; 2025Q1: 63,967 shares; 2025Q2: 63,331 shares; 2025Q3: 65,497 shares; 2025Q4: 78,670 shares 78,670 $19.4M 0.02% +13,173 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323,104 shares 1,323,104 $19.4M 0.02% new 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: 52,564 shares; 2024Q4: 61,176 shares; 2025Q1: 62,083 shares; 2025Q2: 52,287 shares; 2025Q3: 69,184 shares; 2025Q4: 71,436 shares 71,436 $19.4M 0.02% +2,252 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 427,280 shares; 2025Q2: 435,498 shares; 2025Q3: 656,381 shares; 2025Q4: 752,614 shares 752,614 $19.4M 0.02% +96,233 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,442 shares; 2024Q4: 601,335 shares; 2025Q1: 938,208 shares; 2025Q2: 955,572 shares; 2025Q3: 998,094 shares; 2025Q4: 1,041,252 shares 1,041,252 $19.4M 0.02% +43,158 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: 96,820 shares; 2024Q4: 274,065 shares; 2025Q1: 382,061 shares; 2025Q2: 667,556 shares; 2025Q3: 271,598 shares; 2025Q4: 651,288 shares 651,288 $19.3M 0.02% +379,690 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,425 shares; 2024Q4: 21,470 shares; 2025Q1: 22,446 shares; 2025Q2: 22,439 shares; 2025Q3: 36,718 shares; 2025Q4: 54,941 shares 54,941 $19.3M 0.02% +18,223 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,856 shares; 2024Q4: 513,287 shares; 2025Q1: 507,348 shares; 2025Q2: 502,082 shares; 2025Q3: 500,651 shares; 2025Q4: 498,205 shares 498,205 $19.2M 0.02% -2,446 Timeline