MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,023,862 shares; 2025Q1: 4,956,755 shares; 2025Q2: 4,977,014 shares 4,977,014 $2.48B 3.1% +20,259 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,986,606 shares; 2024Q4: 11,414,601 shares; 2025Q1: 11,026,265 shares; 2025Q2: 10,935,498 shares 10,935,498 $2.24B 2.81% -90,767 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281,537 shares; 2024Q4: 2,313,961 shares; 2025Q1: 2,562,155 shares; 2025Q2: 2,567,597 shares 2,567,597 $1.59B 2% +5,442 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,648 shares; 2024Q4: 2,121,057 shares; 2025Q1: 2,387,112 shares; 2025Q2: 2,557,272 shares 2,557,272 $1.45B 1.82% +170,160 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,903 shares; 2025Q2: 1,878 shares 1,878 $1.37B 1.71% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844,778 shares; 2024Q4: 1,898,458 shares; 2025Q1: 1,898,202 shares; 2025Q2: 1,972,545 shares 1,972,545 $1.22B 1.53% +74,343 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166,738 shares; 2024Q4: 2,480,149 shares; 2025Q1: 2,494,554 shares; 2025Q2: 2,474,546 shares 2,474,546 $1.2B 1.51% -20,008 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281,409 shares; 2024Q4: 5,551,430 shares; 2025Q1: 5,211,444 shares; 2025Q2: 5,416,060 shares 5,416,060 $1.19B 1.49% +204,616 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790,669 shares; 2024Q4: 6,973,982 shares; 2025Q1: 7,144,518 shares; 2025Q2: 7,319,887 shares 7,319,887 $1.16B 1.45% +175,369 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317,462 shares; 2024Q4: 8,778,005 shares; 2025Q1: 8,072,641 shares; 2025Q2: 8,041,923 shares 8,041,923 $867M 1.09% -30,718 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734,317 shares; 2024Q4: 2,881,451 shares; 2025Q1: 2,711,347 shares; 2025Q2: 2,706,677 shares 2,706,677 $785M 0.98% -4,670 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024,620 shares; 2024Q4: 7,179,756 shares; 2025Q1: 7,045,186 shares; 2025Q2: 7,047,550 shares 7,047,550 $698M 0.87% +2,364 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952,014 shares; 2024Q4: 3,926,725 shares; 2025Q1: 3,913,902 shares; 2025Q2: 3,955,210 shares 3,955,210 $697M 0.87% +41,308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401,370 shares; 2024Q4: 1,418,006 shares; 2025Q1: 1,478,780 shares; 2025Q2: 1,552,072 shares 1,552,072 $680M 0.85% +73,292 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079,069 shares; 2024Q4: 1,129,665 shares; 2025Q1: 1,187,148 shares; 2025Q2: 1,144,734 shares 1,144,734 $631M 0.79% -42,414 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496,355 shares; 2024Q4: 2,468,761 shares; 2025Q1: 2,389,873 shares; 2025Q2: 2,219,820 shares 2,219,820 $612M 0.77% -170,053 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555,016 shares; 2024Q4: 3,753,994 shares; 2025Q1: 3,982,788 shares; 2025Q2: 3,977,429 shares 3,977,429 $608M 0.76% -5,359 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,498,455 shares; 2024Q4: 10,575,056 shares; 2025Q1: 10,356,242 shares; 2025Q2: 9,925,236 shares 9,925,236 $566M 0.71% -431,006 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,319 shares; 2024Q4: 2,453,000 shares; 2025Q1: 2,924,994 shares; 2025Q2: 3,133,973 shares 3,133,973 $554M 0.69% +208,979 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,108 shares; 2024Q4: 622,364 shares; 2025Q1: 617,276 shares; 2025Q2: 721,510 shares 721,510 $533M 0.67% +104,234 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723,701 shares; 2024Q4: 1,621,870 shares; 2025Q1: 1,618,346 shares; 2025Q2: 1,717,728 shares 1,717,728 $522M 0.65% +99,382 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529,216 shares; 2024Q4: 1,581,126 shares; 2025Q1: 1,531,986 shares; 2025Q2: 1,406,729 shares 1,406,729 $499M 0.63% -125,257 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,109 shares; 2024Q4: 1,170,155 shares; 2025Q1: 1,167,147 shares; 2025Q2: 1,170,425 shares 1,170,425 $497M 0.62% +3,278 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156,561 shares; 2024Q4: 21,862,447 shares; 2025Q1: 21,650,268 shares; 2025Q2: 21,922,381 shares 21,922,381 $484M 0.61% +272,113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,138 shares; 2024Q4: 2,194,048 shares; 2025Q1: 2,197,819 shares; 2025Q2: 2,273,719 shares 2,273,719 $465M 0.58% +75,900 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050,741 shares; 2024Q4: 7,326,920 shares; 2025Q1: 7,383,609 shares; 2025Q2: 7,469,865 shares 7,469,865 $463M 0.58% +86,256 Timeline SIXH EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,211,360 shares; 2024Q4: 11,544,853 shares; 2025Q1: 11,678,752 shares; 2025Q2: 11,958,080 shares 11,958,080 $460M 0.58% +279,328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652,859 shares; 2024Q4: 1,645,767 shares; 2025Q1: 1,604,924 shares; 2025Q2: 1,472,901 shares 1,472,901 $449M 0.56% -132,023 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,584 shares; 2024Q4: 448,899 shares; 2025Q1: 416,592 shares; 2025Q2: 414,665 shares 414,665 $410M 0.51% -1,927 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898,491 shares; 2024Q4: 4,656,028 shares; 2025Q1: 4,849,705 shares; 2025Q2: 4,892,413 shares 4,892,413 $408M 0.51% +42,708 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,198 shares; 2024Q4: 470,367 shares; 2025Q1: 513,445 shares; 2025Q2: 498,841 shares 498,841 $389M 0.49% -14,604 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544,333 shares; 2024Q4: 4,629,736 shares; 2025Q1: 5,436,337 shares; 2025Q2: 5,589,665 shares 5,589,665 $388M 0.49% +153,328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295,820 shares; 2024Q4: 2,511,046 shares; 2025Q1: 2,540,275 shares; 2025Q2: 2,414,947 shares 2,414,947 $385M 0.48% -125,328 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503,842 shares; 2024Q4: 2,506,274 shares; 2025Q1: 2,728,649 shares; 2025Q2: 2,902,342 shares 2,902,342 $383M 0.48% +173,693 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247,845 shares; 2024Q4: 2,263,284 shares; 2025Q1: 2,171,016 shares; 2025Q2: 2,145,627 shares 2,145,627 $381M 0.48% -25,389 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423,795 shares; 2024Q4: 1,580,064 shares; 2025Q1: 1,351,933 shares; 2025Q2: 1,278,293 shares 1,278,293 $377M 0.47% -73,640 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549,389 shares; 2024Q4: 1,846,892 shares; 2025Q1: 1,820,450 shares; 2025Q2: 1,683,554 shares 1,683,554 $368M 0.46% -136,896 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,438 shares; 2024Q4: 1,204,806 shares; 2025Q1: 1,237,837 shares; 2025Q2: 1,240,040 shares 1,240,040 $362M 0.45% +2,203 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666,338 shares; 2024Q4: 11,036,122 shares; 2025Q1: 14,010,112 shares; 2025Q2: 14,286,701 shares 14,286,701 $349M 0.44% +276,589 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094,149 shares; 2024Q4: 2,260,590 shares; 2025Q1: 2,313,831 shares; 2025Q2: 2,398,855 shares 2,398,855 $343M 0.43% +85,024 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,224 shares; 2024Q4: 1,019,204 shares; 2025Q1: 984,478 shares; 2025Q2: 923,394 shares 923,394 $339M 0.42% -61,084 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186,837 shares; 2024Q4: 2,255,487 shares; 2025Q1: 2,268,666 shares; 2025Q2: 2,245,052 shares 2,245,052 $328M 0.41% -23,614 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970,678 shares; 2024Q4: 6,186,373 shares; 2025Q1: 6,484,121 shares; 2025Q2: 6,651,382 shares 6,651,382 $323M 0.4% +167,261 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005,132 shares; 2024Q4: 3,128,895 shares; 2025Q1: 3,006,333 shares; 2025Q2: 2,849,282 shares 2,849,282 $311M 0.39% -157,051 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,497 shares; 2024Q4: 572,015 shares; 2025Q1: 551,753 shares; 2025Q2: 546,050 shares 546,050 $307M 0.38% -5,703 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,807,789 shares; 2024Q4: 8,367,065 shares; 2025Q1: 9,855,049 shares; 2025Q2: 10,141,479 shares 10,141,479 $306M 0.38% +286,430 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388,190 shares; 2024Q4: 5,963,277 shares; 2025Q1: 5,881,597 shares; 2025Q2: 6,365,913 shares 6,365,913 $301M 0.38% +484,316 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869,010 shares; 2024Q4: 3,151,875 shares; 2025Q1: 3,698,960 shares; 2025Q2: 3,766,789 shares 3,766,789 $298M 0.37% +67,829 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258,331 shares; 2024Q4: 10,077,570 shares; 2025Q1: 10,041,554 shares; 2025Q2: 10,583,782 shares 10,583,782 $297M 0.37% +542,228 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,511 shares; 2024Q4: 1,573,829 shares; 2025Q1: 1,580,357 shares; 2025Q2: 1,590,713 shares 1,590,713 $295M 0.37% +10,356 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482,466 shares; 2024Q4: 2,523,138 shares; 2025Q1: 2,469,883 shares; 2025Q2: 2,374,960 shares 2,374,960 $295M 0.37% -94,923 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,619 shares; 2024Q4: 869,340 shares; 2025Q1: 902,770 shares; 2025Q2: 900,842 shares 900,842 $286M 0.36% -1,928 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224,545 shares; 2024Q4: 3,504,658 shares; 2025Q1: 3,933,070 shares; 2025Q2: 3,839,896 shares 3,839,896 $279M 0.35% -93,174 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487,318 shares; 2024Q4: 3,635,156 shares; 2025Q1: 3,737,002 shares; 2025Q2: 3,762,705 shares 3,762,705 $277M 0.35% +25,703 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110,822 shares; 2024Q4: 3,243,986 shares; 2025Q1: 3,283,417 shares; 2025Q2: 4,288,233 shares 4,288,233 $274M 0.34% +1,004,816 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309,386 shares; 2024Q4: 5,895,500 shares; 2025Q1: 6,187,043 shares; 2025Q2: 6,332,926 shares 6,332,926 $274M 0.34% +145,883 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212,113 shares; 2024Q4: 3,184,020 shares; 2025Q1: 2,795,373 shares; 2025Q2: 2,800,348 shares 2,800,348 $274M 0.34% +4,975 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122,145 shares; 2024Q4: 5,181,037 shares; 2025Q1: 4,772,158 shares; 2025Q2: 5,225,761 shares 5,225,761 $267M 0.33% +453,603 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,020 shares; 2024Q4: 653,925 shares; 2025Q1: 646,194 shares; 2025Q2: 666,319 shares 666,319 $259M 0.32% +20,125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347,284 shares; 2024Q4: 2,696,140 shares; 2025Q1: 3,027,592 shares; 2025Q2: 3,201,797 shares 3,201,797 $257M 0.32% +174,205 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,296 shares; 2024Q4: 1,529,999 shares; 2025Q1: 1,566,293 shares; 2025Q2: 1,704,170 shares 1,704,170 $255M 0.32% +137,877 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937,025 shares; 2024Q4: 1,922,521 shares; 2025Q1: 1,921,524 shares; 2025Q2: 1,873,950 shares 1,873,950 $255M 0.32% -47,574 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360,584 shares; 2024Q4: 2,489,615 shares; 2025Q1: 2,560,128 shares; 2025Q2: 3,745,687 shares 3,745,687 $252M 0.32% +1,185,559 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,876 shares; 2024Q4: 1,428,038 shares; 2025Q1: 1,508,684 shares; 2025Q2: 1,371,794 shares 1,371,794 $249M 0.31% -136,890 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355,807 shares; 2024Q4: 1,410,709 shares; 2025Q1: 1,436,312 shares; 2025Q2: 1,342,652 shares 1,342,652 $245M 0.31% -93,660 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,140 shares; 2024Q4: 360,955 shares; 2025Q1: 350,938 shares; 2025Q2: 368,188 shares 368,188 $244M 0.31% +17,250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,030 shares; 2024Q4: 688,410 shares; 2025Q1: 878,631 shares; 2025Q2: 870,194 shares 870,194 $244M 0.31% -8,437 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049,611 shares; 2024Q4: 5,134,413 shares; 2025Q1: 5,039,971 shares; 2025Q2: 4,865,124 shares 4,865,124 $241M 0.3% -174,847 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709,658 shares; 2024Q4: 2,724,218 shares; 2025Q1: 2,898,346 shares; 2025Q2: 2,849,118 shares 2,849,118 $239M 0.3% -49,228 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,862 shares; 2024Q4: 4,458,615 shares; 2025Q1: 7,614,284 shares; 2025Q2: 7,897,044 shares 7,897,044 $231M 0.29% +282,760 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,956 shares; 2024Q4: 1,653,389 shares; 2025Q1: 2,207,192 shares; 2025Q2: 2,315,195 shares 2,315,195 $221M 0.28% +108,003 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229,867 shares; 2024Q4: 3,985,681 shares; 2025Q1: 4,273,243 shares; 2025Q2: 4,284,748 shares 4,284,748 $217M 0.27% +11,505 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361,475 shares; 2024Q4: 6,281,462 shares; 2025Q1: 5,914,155 shares; 2025Q2: 6,043,740 shares 6,043,740 $217M 0.27% +129,585 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,112 shares; 2024Q4: 164,897 shares; 2025Q1: 160,722 shares; 2025Q2: 161,195 shares 161,195 $216M 0.27% +473 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769,822 shares; 2024Q4: 3,608,675 shares; 2025Q1: 3,546,034 shares; 2025Q2: 3,433,629 shares 3,433,629 $214M 0.27% -112,405 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299,006 shares; 2024Q4: 1,304,594 shares; 2025Q1: 1,302,972 shares; 2025Q2: 1,343,949 shares 1,343,949 $214M 0.27% +40,977 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,026 shares; 2024Q4: 294,126 shares; 2025Q1: 298,198 shares; 2025Q2: 302,206 shares 302,206 $214M 0.27% +4,008 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,901,891 shares; 2024Q4: 4,119,723 shares; 2025Q1: 4,605,468 shares; 2025Q2: 4,940,958 shares 4,940,958 $212M 0.27% +335,490 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886,357 shares; 2024Q4: 1,962,504 shares; 2025Q1: 2,014,050 shares; 2025Q2: 2,131,014 shares 2,131,014 $211M 0.26% +116,964 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,607 shares; 2024Q4: 709,021 shares; 2025Q1: 727,975 shares; 2025Q2: 752,480 shares 752,480 $210M 0.26% +24,505 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853,681 shares; 2024Q4: 1,833,277 shares; 2025Q1: 1,778,980 shares; 2025Q2: 1,875,636 shares 1,875,636 $207M 0.26% +96,656 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,408 shares; 2024Q4: 774,602 shares; 2025Q1: 915,588 shares; 2025Q2: 859,492 shares 859,492 $204M 0.26% -56,096 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370,572 shares; 2024Q4: 1,412,678 shares; 2025Q1: 1,393,541 shares; 2025Q2: 1,464,109 shares 1,464,109 $203M 0.25% +70,568 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,675 shares; 2024Q4: 1,239,706 shares; 2025Q1: 1,906,835 shares; 2025Q2: 1,910,288 shares 1,910,288 $198M 0.25% +3,453 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912,648 shares; 2024Q4: 4,893,997 shares; 2025Q1: 4,773,457 shares; 2025Q2: 4,588,718 shares 4,588,718 $194M 0.24% -184,739 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985,658 shares; 2024Q4: 1,065,883 shares; 2025Q1: 977,118 shares; 2025Q2: 994,176 shares 994,176 $193M 0.24% +17,058 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,018 shares; 2024Q4: 1,035,015 shares; 2025Q1: 1,060,199 shares; 2025Q2: 1,059,108 shares 1,059,108 $193M 0.24% -1,091 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,076 shares; 2024Q4: 411,206 shares; 2025Q1: 399,782 shares; 2025Q2: 413,137 shares 413,137 $191M 0.24% +13,355 Timeline SIXL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,734,454 shares; 2024Q4: 4,864,778 shares; 2025Q1: 5,022,558 shares; 2025Q2: 5,110,378 shares 5,110,378 $187M 0.23% +87,820 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660,625 shares; 2024Q4: 8,146,204 shares; 2025Q1: 7,934,598 shares; 2025Q2: 7,738,339 shares 7,738,339 $184M 0.23% -196,259 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780,953 shares; 2024Q4: 1,793,699 shares; 2025Q1: 1,702,410 shares; 2025Q2: 1,662,423 shares 1,662,423 $184M 0.23% -39,987 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961,246 shares; 2024Q4: 3,514,400 shares; 2025Q1: 3,192,355 shares; 2025Q2: 3,065,687 shares 3,065,687 $184M 0.23% -126,668 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331,880 shares; 2024Q4: 2,656,482 shares; 2025Q1: 2,641,295 shares; 2025Q2: 2,594,520 shares 2,594,520 $184M 0.23% -46,775 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442,212 shares; 2024Q4: 1,509,599 shares; 2025Q1: 1,589,524 shares; 2025Q2: 1,680,954 shares 1,680,954 $184M 0.23% +91,430 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573,526 shares; 2024Q4: 3,682,072 shares; 2025Q1: 3,728,338 shares; 2025Q2: 3,184,738 shares 3,184,738 $181M 0.23% -543,600 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677,413 shares; 2024Q4: 1,593,423 shares; 2025Q1: 1,591,608 shares; 2025Q2: 1,729,999 shares 1,729,999 $181M 0.23% +138,391 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007,456 shares; 2024Q4: 1,024,401 shares; 2025Q1: 1,293,248 shares; 2025Q2: 1,314,693 shares 1,314,693 $175M 0.22% +21,445 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408,414 shares; 2024Q4: 2,445,508 shares; 2025Q1: 2,529,397 shares; 2025Q2: 2,366,031 shares 2,366,031 $175M 0.22% -163,366 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729,607 shares; 2024Q4: 2,804,636 shares; 2025Q1: 2,964,212 shares; 2025Q2: 3,206,368 shares 3,206,368 $174M 0.22% +242,156 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,519 shares; 2024Q4: 424,891 shares; 2025Q1: 453,504 shares; 2025Q2: 487,883 shares 487,883 $174M 0.22% +34,379 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,062 shares; 2024Q4: 779,319 shares; 2025Q1: 743,557 shares; 2025Q2: 838,228 shares 838,228 $174M 0.22% +94,671 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,212 shares; 2024Q4: 723,322 shares; 2025Q1: 736,236 shares; 2025Q2: 685,770 shares 685,770 $174M 0.22% -50,466 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,411 shares; 2024Q4: 935,479 shares; 2025Q1: 956,469 shares; 2025Q2: 1,075,044 shares 1,075,044 $173M 0.22% +118,575 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,321 shares; 2024Q4: 799,902 shares; 2025Q1: 821,594 shares; 2025Q2: 758,892 shares 758,892 $172M 0.22% -62,702 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,389 shares; 2024Q4: 724,976 shares; 2025Q1: 713,825 shares; 2025Q2: 721,052 shares 721,052 $172M 0.22% +7,227 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367,648 shares; 2024Q4: 1,477,957 shares; 2025Q1: 1,362,285 shares; 2025Q2: 1,379,617 shares 1,379,617 $170M 0.21% +17,332 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,525 shares; 2024Q4: 489,322 shares; 2025Q1: 482,003 shares; 2025Q2: 494,257 shares 494,257 $170M 0.21% +12,254 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,553 shares; 2024Q4: 432,332 shares; 2025Q1: 439,332 shares; 2025Q2: 427,870 shares 427,870 $169M 0.21% -11,462 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,777 shares; 2024Q4: 486,387 shares; 2025Q1: 485,642 shares; 2025Q2: 497,173 shares 497,173 $169M 0.21% +11,531 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313,303 shares; 2024Q4: 2,332,700 shares; 2025Q1: 2,684,920 shares; 2025Q2: 2,398,927 shares 2,398,927 $167M 0.21% -285,993 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625,656 shares; 2024Q4: 1,616,485 shares; 2025Q1: 1,598,390 shares; 2025Q2: 1,637,938 shares 1,637,938 $165M 0.21% +39,548 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822,653 shares; 2024Q4: 770,781 shares; 2025Q1: 748,565 shares; 2025Q2: 729,722 shares 729,722 $162M 0.2% -18,843 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,059 shares; 2024Q4: 696,587 shares; 2025Q1: 773,070 shares; 2025Q2: 821,531 shares 821,531 $160M 0.2% +48,461 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616,085 shares; 2024Q4: 4,875,770 shares; 2025Q1: 5,171,216 shares; 2025Q2: 5,087,106 shares 5,087,106 $158M 0.2% -84,110 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,437 shares; 2024Q4: 1,355,525 shares; 2025Q1: 2,331,031 shares; 2025Q2: 2,657,520 shares 2,657,520 $156M 0.2% +326,489 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532,606 shares; 2024Q4: 2,579,766 shares; 2025Q1: 2,566,241 shares; 2025Q2: 2,586,212 shares 2,586,212 $155M 0.19% +19,971 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765,844 shares; 2024Q4: 1,909,574 shares; 2025Q1: 2,064,572 shares; 2025Q2: 1,948,455 shares 1,948,455 $151M 0.19% -116,117 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,894 shares; 2024Q4: 622,065 shares; 2025Q1: 604,793 shares; 2025Q2: 501,310 shares 501,310 $150M 0.19% -103,483 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638,433 shares; 2024Q4: 5,237,487 shares; 2025Q1: 5,669,012 shares; 2025Q2: 5,651,066 shares 5,651,066 $150M 0.19% -17,946 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,561 shares; 2024Q4: 327,436 shares; 2025Q1: 318,563 shares; 2025Q2: 314,713 shares 314,713 $148M 0.18% -3,850 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759,332 shares; 2024Q4: 1,846,124 shares; 2025Q1: 1,835,387 shares; 2025Q2: 2,136,728 shares 2,136,728 $146M 0.18% +301,341 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231,889 shares; 2024Q4: 3,393,744 shares; 2025Q1: 3,340,244 shares; 2025Q2: 3,371,018 shares 3,371,018 $144M 0.18% +30,774 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,433 shares; 2024Q4: 208,051 shares; 2025Q1: 207,243 shares; 2025Q2: 264,201 shares 264,201 $144M 0.18% +56,958 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,787 shares; 2024Q4: 558,552 shares; 2025Q1: 452,259 shares; 2025Q2: 448,038 shares 448,038 $143M 0.18% -4,221 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,294 shares; 2024Q4: 1,504,693 shares; 2025Q1: 1,482,393 shares; 2025Q2: 1,521,288 shares 1,521,288 $140M 0.18% +38,895 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,625 shares; 2024Q4: 496,124 shares; 2025Q1: 399,940 shares; 2025Q2: 425,743 shares 425,743 $139M 0.17% +25,803 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,766 shares; 2024Q4: 158,766 shares; 2025Q1: 158,766 shares; 2025Q2: 866,072 shares 866,072 $138M 0.17% +707,306 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,357 shares; 2024Q4: 72,005 shares; 2025Q1: 71,708 shares; 2025Q2: 69,058 shares 69,058 $138M 0.17% -2,650 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604,297 shares; 2024Q4: 1,675,007 shares; 2025Q1: 1,692,568 shares; 2025Q2: 1,753,063 shares 1,753,063 $136M 0.17% +60,495 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,206 shares; 2024Q4: 1,522,950 shares; 2025Q1: 1,464,394 shares; 2025Q2: 1,514,430 shares 1,514,430 $135M 0.17% +50,036 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,993 shares; 2024Q4: 1,418,764 shares; 2025Q1: 2,804,192 shares; 2025Q2: 2,876,245 shares 2,876,245 $135M 0.17% +72,053 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,109 shares; 2024Q4: 1,041,554 shares; 2025Q1: 990,499 shares; 2025Q2: 995,308 shares 995,308 $134M 0.17% +4,809 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,554 shares; 2024Q4: 39,898 shares; 2025Q1: 38,092 shares; 2025Q2: 36,013 shares 36,013 $134M 0.17% -2,079 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,833 shares; 2024Q4: 272,459 shares; 2025Q1: 265,404 shares; 2025Q2: 262,694 shares 262,694 $132M 0.17% -2,710 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,635 shares; 2024Q4: 442,541 shares; 2025Q1: 609,197 shares; 2025Q2: 637,754 shares 637,754 $131M 0.16% +28,557 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,479 shares; 2024Q4: 557,932 shares; 2025Q1: 573,786 shares; 2025Q2: 417,931 shares 417,931 $130M 0.16% -155,855 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453,630 shares; 2024Q4: 1,439,247 shares; 2025Q1: 1,493,154 shares; 2025Q2: 1,489,562 shares 1,489,562 $130M 0.16% -3,592 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,385 shares; 2024Q4: 1,789,507 shares; 2025Q1: 1,703,145 shares; 2025Q2: 1,413,882 shares 1,413,882 $130M 0.16% -289,263 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038,687 shares; 2024Q4: 739,876 shares; 2025Q1: 1,760,045 shares; 2025Q2: 2,226,001 shares 2,226,001 $129M 0.16% +465,956 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599,284 shares; 2024Q4: 1,703,472 shares; 2025Q1: 1,785,619 shares; 2025Q2: 1,847,994 shares 1,847,994 $128M 0.16% +62,375 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,791 shares; 2024Q4: 219,217 shares; 2025Q1: 217,367 shares; 2025Q2: 224,683 shares 224,683 $127M 0.16% +7,316 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867,515 shares; 2024Q4: 1,917,145 shares; 2025Q1: 2,307,173 shares; 2025Q2: 2,440,406 shares 2,440,406 $126M 0.16% +133,233 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,549 shares; 2024Q4: 609,588 shares; 2025Q1: 578,533 shares; 2025Q2: 549,319 shares 549,319 $126M 0.16% -29,214 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953,650 shares; 2024Q4: 1,920,285 shares; 2025Q1: 2,464,714 shares; 2025Q2: 2,392,796 shares 2,392,796 $125M 0.16% -71,918 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,445 shares; 2024Q4: 294,455 shares; 2025Q1: 279,786 shares; 2025Q2: 322,519 shares 322,519 $125M 0.16% +42,733 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033,263 shares; 2024Q4: 1,034,607 shares; 2025Q1: 1,047,645 shares; 2025Q2: 1,229,538 shares 1,229,538 $125M 0.16% +181,893 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554,047 shares; 2024Q4: 1,655,025 shares; 2025Q1: 2,394,624 shares; 2025Q2: 2,413,921 shares 2,413,921 $121M 0.15% +19,297 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107,952 shares; 2024Q4: 2,241,533 shares; 2025Q1: 2,339,020 shares; 2025Q2: 2,298,556 shares 2,298,556 $120M 0.15% -40,464 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,505 shares; 2024Q4: 546,802 shares; 2025Q1: 545,081 shares; 2025Q2: 612,975 shares 612,975 $120M 0.15% +67,894 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,748 shares; 2024Q4: 452,517 shares; 2025Q1: 467,032 shares; 2025Q2: 458,762 shares 458,762 $118M 0.15% -8,270 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,523 shares; 2024Q4: 722,894 shares; 2025Q1: 571,029 shares; 2025Q2: 545,219 shares 545,219 $118M 0.15% -25,810 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,703 shares; 2024Q4: 470,111 shares; 2025Q1: 712,570 shares; 2025Q2: 881,650 shares 881,650 $116M 0.14% +169,080 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049,297 shares; 2024Q4: 2,593,374 shares; 2025Q1: 4,056,400 shares; 2025Q2: 4,355,826 shares 4,355,826 $116M 0.14% +299,426 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960,645 shares; 2024Q4: 1,038,951 shares; 2025Q1: 1,238,030 shares; 2025Q2: 1,266,680 shares 1,266,680 $115M 0.14% +28,650 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623,106 shares; 2024Q4: 4,691,192 shares; 2025Q1: 5,093,901 shares; 2025Q2: 5,490,220 shares 5,490,220 $115M 0.14% +396,319 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,054 shares; 2024Q4: 345,145 shares; 2025Q1: 447,717 shares; 2025Q2: 547,209 shares 547,209 $115M 0.14% +99,492 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,797 shares; 2024Q4: 226,287 shares; 2025Q1: 223,950 shares; 2025Q2: 223,353 shares 223,353 $114M 0.14% -597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959,986 shares; 2024Q4: 2,777,472 shares; 2025Q1: 2,927,533 shares; 2025Q2: 2,293,134 shares 2,293,134 $112M 0.14% -634,399 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,016 shares; 2024Q4: 392,336 shares; 2025Q1: 400,932 shares; 2025Q2: 411,425 shares 411,425 $112M 0.14% +10,493 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885,957 shares; 2024Q4: 2,030,872 shares; 2025Q1: 2,045,989 shares; 2025Q2: 1,902,706 shares 1,902,706 $112M 0.14% -143,283 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993,410 shares; 2024Q4: 4,161,326 shares; 2025Q1: 4,475,530 shares; 2025Q2: 3,684,937 shares 3,684,937 $109M 0.14% -790,593 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,663 shares; 2024Q4: 355,175 shares; 2025Q1: 362,282 shares; 2025Q2: 367,504 shares 367,504 $108M 0.14% +5,222 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880,534 shares; 2024Q4: 1,851,868 shares; 2025Q1: 2,472,865 shares; 2025Q2: 2,558,285 shares 2,558,285 $107M 0.13% +85,420 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,039,834 shares 2,039,834 $107M 0.13% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,278 shares; 2024Q4: 313,229 shares; 2025Q1: 308,661 shares; 2025Q2: 304,109 shares 304,109 $107M 0.13% -4,552 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105,499 shares; 2024Q4: 1,233,397 shares; 2025Q1: 1,891,175 shares; 2025Q2: 2,630,385 shares 2,630,385 $107M 0.13% +739,210 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699,982 shares; 2025Q1: 997,626 shares; 2025Q2: 1,076,575 shares 1,076,575 $105M 0.13% +78,949 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799,981 shares; 2024Q4: 1,787,825 shares; 2025Q1: 2,048,597 shares; 2025Q2: 1,880,143 shares 1,880,143 $104M 0.13% -168,454 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043,021 shares; 2024Q4: 2,042,795 shares; 2025Q1: 1,989,104 shares; 2025Q2: 1,895,203 shares 1,895,203 $102M 0.13% -93,901 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272,371 shares; 2024Q4: 1,272,242 shares; 2025Q1: 1,317,224 shares; 2025Q2: 1,337,272 shares 1,337,272 $101M 0.13% +20,048 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,237 shares; 2024Q4: 441,142 shares; 2025Q1: 590,528 shares; 2025Q2: 1,074,765 shares 1,074,765 $100M 0.13% +484,237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,902 shares; 2024Q4: 265,069 shares; 2025Q1: 192,771 shares; 2025Q2: 196,567 shares 196,567 $100M 0.13% +3,796 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705,770 shares; 2024Q4: 2,883,324 shares; 2025Q1: 2,962,734 shares; 2025Q2: 2,980,448 shares 2,980,448 $100M 0.13% +17,714 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,247 shares; 2024Q4: 377,301 shares; 2025Q1: 364,409 shares; 2025Q2: 361,362 shares 361,362 $99.6M 0.12% -3,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026,440 shares; 2024Q4: 3,044,889 shares; 2025Q1: 2,004,718 shares; 2025Q2: 2,002,205 shares 2,002,205 $98.5M 0.12% -2,513 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,026 shares; 2024Q4: 529,015 shares; 2025Q1: 437,594 shares; 2025Q2: 421,786 shares 421,786 $98.2M 0.12% -15,808 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105,022 shares; 2024Q4: 3,136,870 shares; 2025Q1: 3,153,875 shares; 2025Q2: 3,132,516 shares 3,132,516 $97.1M 0.12% -21,359 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053,800 shares; 2024Q4: 2,125,710 shares; 2025Q1: 2,103,785 shares; 2025Q2: 2,237,620 shares 2,237,620 $96.7M 0.12% +133,835 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,535 shares; 2024Q4: 109,207 shares; 2025Q1: 113,881 shares; 2025Q2: 117,814 shares 117,814 $94.4M 0.12% +3,933 Timeline SIXS EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759,568 shares; 2024Q4: 1,839,107 shares; 2025Q1: 1,927,058 shares; 2025Q2: 2,005,043 shares 2,005,043 $93.6M 0.12% +77,985 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,700 shares; 2024Q4: 287,025 shares; 2025Q1: 322,514 shares; 2025Q2: 338,104 shares 338,104 $93.6M 0.12% +15,590 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318,042 shares; 2024Q4: 2,571,494 shares; 2025Q1: 2,357,417 shares; 2025Q2: 1,857,092 shares 1,857,092 $93.4M 0.12% -500,325 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,287 shares; 2024Q4: 575,545 shares; 2025Q1: 681,641 shares; 2025Q2: 683,919 shares 683,919 $93.2M 0.12% +2,278 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,399 shares; 2024Q4: 709,237 shares; 2025Q1: 674,249 shares; 2025Q2: 681,064 shares 681,064 $91.8M 0.12% +6,815 Timeline SDVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339,074 shares; 2024Q4: 2,398,427 shares; 2025Q1: 2,536,876 shares; 2025Q2: 2,598,480 shares 2,598,480 $91.7M 0.11% +61,604 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,261 shares; 2024Q4: 82,718 shares; 2025Q1: 85,034 shares; 2025Q2: 88,195 shares 88,195 $90.7M 0.11% +3,161 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,498 shares; 2024Q4: 762,437 shares; 2025Q1: 775,715 shares; 2025Q2: 766,610 shares 766,610 $90.5M 0.11% -9,105 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093,882 shares; 2024Q4: 1,032,857 shares; 2025Q1: 998,923 shares; 2025Q2: 892,722 shares 892,722 $90.1M 0.11% -106,201 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,282 shares; 2024Q4: 1,320,075 shares; 2025Q1: 1,518,752 shares; 2025Q2: 1,416,412 shares 1,416,412 $88.9M 0.11% -102,340 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354,879 shares; 2024Q4: 1,306,646 shares; 2025Q1: 1,335,891 shares; 2025Q2: 1,314,505 shares 1,314,505 $88.7M 0.11% -21,386 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,824 shares; 2024Q4: 876,859 shares; 2025Q1: 877,646 shares; 2025Q2: 1,069,365 shares 1,069,365 $88.6M 0.11% +191,719 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,798 shares; 2024Q4: 301,542 shares; 2025Q1: 297,612 shares; 2025Q2: 287,222 shares 287,222 $88.6M 0.11% -10,390 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,802 shares; 2024Q4: 176,532 shares; 2025Q1: 168,283 shares; 2025Q2: 166,739 shares 166,739 $87.9M 0.11% -1,544 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,876 shares; 2024Q4: 705,246 shares; 2025Q1: 716,343 shares; 2025Q2: 659,155 shares 659,155 $87.9M 0.11% -57,188 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,950 shares; 2024Q4: 646,266 shares; 2025Q1: 674,089 shares; 2025Q2: 723,534 shares 723,534 $87.8M 0.11% +49,445 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,112 shares; 2024Q4: 852,990 shares; 2025Q1: 1,066,072 shares; 2025Q2: 1,050,520 shares 1,050,520 $87.1M 0.11% -15,552 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,343 shares; 2024Q4: 335,984 shares; 2025Q1: 335,135 shares; 2025Q2: 333,831 shares 333,831 $87.1M 0.11% -1,304 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,004 shares; 2024Q4: 1,610,727 shares; 2025Q1: 1,682,208 shares; 2025Q2: 1,647,281 shares 1,647,281 $86.9M 0.11% -34,927 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,183 shares; 2024Q4: 231,248 shares; 2025Q1: 163,404 shares; 2025Q2: 164,161 shares 164,161 $86.9M 0.11% +757 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,751 shares; 2025Q1: 85,018 shares; 2025Q2: 82,021 shares 82,021 $86.1M 0.11% -2,997 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,926 shares; 2024Q4: 580,196 shares; 2025Q1: 554,293 shares; 2025Q2: 566,920 shares 566,920 $85.3M 0.11% +12,627 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454,892 shares; 2024Q4: 3,091,537 shares; 2025Q1: 3,186,597 shares; 2025Q2: 3,651,599 shares 3,651,599 $84.9M 0.11% +465,002 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063,435 shares; 2024Q4: 1,901,514 shares; 2025Q1: 1,167,213 shares; 2025Q2: 1,342,559 shares 1,342,559 $84.3M 0.11% +175,346 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,506 shares; 2024Q4: 468,103 shares; 2025Q1: 791,125 shares; 2025Q2: 1,673,352 shares 1,673,352 $83.4M 0.1% +882,227 Timeline FVD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830,718 shares; 2024Q4: 1,841,137 shares; 2025Q1: 1,825,391 shares; 2025Q2: 1,857,687 shares 1,857,687 $83M 0.1% +32,296 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,258 shares; 2024Q4: 1,169,747 shares; 2025Q1: 989,765 shares; 2025Q2: 973,167 shares 973,167 $82.5M 0.1% -16,598 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510,542 shares; 2024Q4: 1,510,034 shares; 2025Q1: 1,510,845 shares; 2025Q2: 1,507,337 shares 1,507,337 $82.3M 0.1% -3,508 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433,746 shares; 2024Q4: 2,413,532 shares; 2025Q1: 2,384,003 shares; 2025Q2: 2,305,687 shares 2,305,687 $82M 0.1% -78,316 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,196 shares; 2024Q4: 986,456 shares; 2025Q1: 1,039,529 shares; 2025Q2: 997,554 shares 997,554 $82M 0.1% -41,975 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,077 shares; 2024Q4: 927,764 shares; 2025Q1: 1,010,288 shares; 2025Q2: 1,250,561 shares 1,250,561 $81.9M 0.1% +240,273 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,040 shares; 2024Q4: 933,828 shares; 2025Q1: 909,750 shares; 2025Q2: 900,317 shares 900,317 $81.8M 0.1% -9,433 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636,535 shares; 2024Q4: 1,698,370 shares; 2025Q1: 1,770,257 shares; 2025Q2: 1,702,184 shares 1,702,184 $81.7M 0.1% -68,073 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,430 shares; 2024Q4: 576,906 shares; 2025Q1: 1,093,759 shares; 2025Q2: 1,898,344 shares 1,898,344 $80.8M 0.1% +804,585 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,249 shares; 2024Q4: 1,706,590 shares; 2025Q1: 1,734,196 shares; 2025Q2: 1,764,120 shares 1,764,120 $80.7M 0.1% +29,924 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,862 shares; 2024Q4: 306,004 shares; 2025Q1: 314,426 shares; 2025Q2: 285,377 shares 285,377 $80.5M 0.1% -29,049 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,938 shares; 2024Q4: 1,712,911 shares; 2025Q1: 1,703,392 shares; 2025Q2: 1,719,879 shares 1,719,879 $80.3M 0.1% +16,487 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,376 shares; 2024Q4: 527,089 shares; 2025Q1: 2,232,823 shares; 2025Q2: 2,303,959 shares 2,303,959 $79.6M 0.1% +71,136 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,348 shares; 2024Q4: 834,629 shares; 2025Q1: 804,110 shares; 2025Q2: 799,605 shares 799,605 $79.2M 0.1% -4,505 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,927 shares; 2024Q4: 467,668 shares; 2025Q1: 488,513 shares; 2025Q2: 431,228 shares 431,228 $78.9M 0.1% -57,285 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158,262 shares; 2024Q4: 1,120,308 shares; 2025Q1: 1,065,867 shares; 2025Q2: 1,071,477 shares 1,071,477 $78.4M 0.1% +5,610 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,424 shares; 2024Q4: 249,449 shares; 2025Q1: 202,432 shares; 2025Q2: 214,060 shares 214,060 $78.4M 0.1% +11,628 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091,766 shares; 2024Q4: 1,257,243 shares; 2025Q1: 932,128 shares; 2025Q2: 859,702 shares 859,702 $77.1M 0.1% -72,426 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,560 shares; 2024Q4: 743,345 shares; 2025Q1: 816,832 shares; 2025Q2: 1,229,193 shares 1,229,193 $76.9M 0.1% +412,361 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,053 shares; 2024Q4: 733,629 shares; 2025Q1: 747,919 shares; 2025Q2: 725,833 shares 725,833 $76.5M 0.1% -22,086 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477,287 shares; 2024Q4: 2,590,273 shares; 2025Q1: 2,615,155 shares; 2025Q2: 2,642,666 shares 2,642,666 $76.5M 0.1% +27,511 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248,903 shares; 2024Q4: 1,210,073 shares; 2025Q1: 1,212,161 shares; 2025Q2: 1,192,520 shares 1,192,520 $75.3M 0.09% -19,641 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,560 shares; 2024Q4: 314,754 shares; 2025Q1: 297,799 shares; 2025Q2: 328,686 shares 328,686 $74.7M 0.09% +30,887 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,752 shares; 2024Q4: 522,876 shares; 2025Q1: 534,306 shares; 2025Q2: 536,973 shares 536,973 $74.7M 0.09% +2,667 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,540 shares; 2024Q4: 773,248 shares; 2025Q1: 701,103 shares; 2025Q2: 695,834 shares 695,834 $73.5M 0.09% -5,269 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262,250 shares; 2024Q4: 2,616,584 shares; 2025Q1: 2,781,634 shares; 2025Q2: 2,888,753 shares 2,888,753 $73.1M 0.09% +107,119 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,118 shares; 2024Q4: 384,516 shares; 2025Q1: 393,762 shares; 2025Q2: 467,346 shares 467,346 $72.9M 0.09% +73,584 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,026 shares; 2024Q4: 2,217,242 shares; 2025Q1: 2,228,321 shares; 2025Q2: 2,628,787 shares 2,628,787 $72.7M 0.09% +400,466 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,927 shares; 2024Q4: 259,290 shares; 2025Q1: 260,442 shares; 2025Q2: 250,745 shares 250,745 $72.6M 0.09% -9,697 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,582 shares; 2024Q4: 323,754 shares; 2025Q1: 333,113 shares; 2025Q2: 328,770 shares 328,770 $71.9M 0.09% -4,343 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,951 shares; 2024Q4: 706,672 shares; 2025Q1: 931,956 shares; 2025Q2: 814,302 shares 814,302 $71.9M 0.09% -117,654 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,257 shares; 2024Q4: 320,314 shares; 2025Q1: 307,442 shares; 2025Q2: 301,845 shares 301,845 $71.8M 0.09% -5,597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,171 shares; 2024Q4: 286,937 shares; 2025Q1: 290,095 shares; 2025Q2: 279,801 shares 279,801 $71.6M 0.09% -10,294 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,772 shares; 2024Q4: 105,638 shares; 2025Q1: 2,013,549 shares; 2025Q2: 2,190,121 shares 2,190,121 $71.4M 0.09% +176,572 Timeline PPA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,272 shares; 2024Q4: 496,264 shares; 2025Q1: 499,414 shares; 2025Q2: 495,446 shares 495,446 $70.2M 0.09% -3,968 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,043 shares; 2024Q4: 391,209 shares; 2025Q1: 381,116 shares; 2025Q2: 371,439 shares 371,439 $69.2M 0.09% -9,677 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,495 shares; 2024Q4: 470,436 shares; 2025Q1: 489,624 shares; 2025Q2: 448,903 shares 448,903 $68.3M 0.09% -40,721 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,567 shares; 2024Q4: 579,641 shares; 2025Q1: 856,206 shares; 2025Q2: 862,306 shares 862,306 $67.9M 0.09% +6,100 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599,852 shares; 2024Q4: 3,624,314 shares; 2025Q1: 3,048,760 shares; 2025Q2: 3,532,537 shares 3,532,537 $67.9M 0.09% +483,777 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,388 shares; 2024Q4: 1,288,412 shares; 2025Q1: 1,311,921 shares; 2025Q2: 1,319,821 shares 1,319,821 $67.7M 0.08% +7,900 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,307 shares; 2024Q4: 471,973 shares; 2025Q1: 477,762 shares; 2025Q2: 523,807 shares 523,807 $67.3M 0.08% +46,045 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219,490 shares; 2024Q4: 2,849,470 shares; 2025Q1: 2,899,841 shares; 2025Q2: 2,772,131 shares 2,772,131 $67.2M 0.08% -127,710 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,881 shares; 2024Q4: 352,125 shares; 2025Q1: 349,626 shares; 2025Q2: 339,422 shares 339,422 $67M 0.08% -10,204 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,393 shares; 2024Q4: 45,980 shares; 2025Q1: 127,639 shares; 2025Q2: 294,196 shares 294,196 $66.8M 0.08% +166,557 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,701 shares; 2024Q4: 278,365 shares; 2025Q1: 295,248 shares; 2025Q2: 289,752 shares 289,752 $66.3M 0.08% -5,496 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,244 shares; 2024Q4: 312,875 shares; 2025Q1: 362,103 shares; 2025Q2: 658,303 shares 658,303 $66.3M 0.08% +296,200 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,235 shares; 2024Q4: 875,868 shares; 2025Q1: 958,902 shares; 2025Q2: 1,060,294 shares 1,060,294 $66.1M 0.08% +101,392 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012,497 shares; 2024Q4: 2,171,536 shares; 2025Q1: 2,264,476 shares; 2025Q2: 2,226,611 shares 2,226,611 $65.7M 0.08% -37,865 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,601 shares; 2024Q4: 520,977 shares; 2025Q1: 2,493,381 shares; 2025Q2: 1,660,349 shares 1,660,349 $65.6M 0.08% -833,032 Timeline RSPH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,464 shares; 2024Q4: 2,230,080 shares; 2025Q1: 2,418,528 shares; 2025Q2: 2,246,103 shares 2,246,103 $65.5M 0.08% -172,425 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,467 shares; 2024Q4: 542,027 shares; 2025Q1: 497,305 shares; 2025Q2: 482,267 shares 482,267 $65.5M 0.08% -15,038 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,336 shares; 2024Q4: 790,563 shares; 2025Q1: 742,320 shares; 2025Q2: 732,489 shares 732,489 $65.2M 0.08% -9,831 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,435 shares; 2024Q4: 366,122 shares; 2025Q1: 375,924 shares; 2025Q2: 374,589 shares 374,589 $64.9M 0.08% -1,335 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,665 shares; 2024Q4: 710,625 shares; 2025Q1: 745,598 shares; 2025Q2: 926,278 shares 926,278 $64.7M 0.08% +180,680 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,014 shares; 2024Q4: 547,055 shares; 2025Q1: 683,386 shares; 2025Q2: 701,142 shares 701,142 $64.3M 0.08% +17,756 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,768 shares; 2024Q4: 710,775 shares; 2025Q1: 690,846 shares; 2025Q2: 678,845 shares 678,845 $63.7M 0.08% -12,001 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,316 shares; 2024Q4: 493,883 shares; 2025Q1: 497,443 shares; 2025Q2: 514,436 shares 514,436 $63.4M 0.08% +16,993 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741,682 shares; 2025Q1: 1,378,035 shares; 2025Q2: 1,522,124 shares 1,522,124 $63.3M 0.08% +144,089 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,682 shares; 2024Q4: 775,620 shares; 2025Q1: 777,936 shares; 2025Q2: 777,035 shares 777,035 $63.3M 0.08% -901 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828,144 shares; 2024Q4: 1,875,746 shares; 2025Q1: 1,862,835 shares; 2025Q2: 2,152,120 shares 2,152,120 $63M 0.08% +289,285 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,179 shares; 2024Q4: 1,400,539 shares; 2025Q1: 2,621,109 shares; 2025Q2: 2,856,335 shares 2,856,335 $62.7M 0.08% +235,226 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,184 shares; 2024Q4: 133,167 shares; 2025Q1: 729,986 shares; 2025Q2: 786,215 shares 786,215 $62.7M 0.08% +56,229 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,966 shares; 2024Q4: 674,362 shares; 2025Q1: 654,096 shares; 2025Q2: 543,780 shares 543,780 $61.7M 0.08% -110,316 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,624 shares; 2024Q4: 110,283 shares; 2025Q1: 131,277 shares; 2025Q2: 161,149 shares 161,149 $60.9M 0.08% +29,872 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358,205 shares; 2024Q4: 1,420,548 shares; 2025Q1: 1,490,272 shares; 2025Q2: 1,440,685 shares 1,440,685 $60.9M 0.08% -49,587 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241,079 shares; 2024Q4: 1,495,702 shares; 2025Q1: 1,616,155 shares; 2025Q2: 1,956,955 shares 1,956,955 $60.7M 0.08% +340,800 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,841 shares; 2024Q4: 1,125,455 shares; 2025Q1: 1,274,182 shares; 2025Q2: 1,418,921 shares 1,418,921 $60.6M 0.08% +144,739 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,853 shares; 2024Q4: 274,845 shares; 2025Q1: 274,016 shares; 2025Q2: 278,646 shares 278,646 $60.6M 0.08% +4,630 Timeline SXQG EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492,823 shares; 2024Q4: 1,555,539 shares; 2025Q1: 1,706,655 shares; 2025Q2: 1,867,209 shares 1,867,209 $60.6M 0.08% +160,554 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,507 shares; 2024Q4: 1,001,935 shares; 2025Q1: 971,997 shares; 2025Q2: 949,704 shares 949,704 $60.5M 0.08% -22,293 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,845 shares; 2024Q4: 698,001 shares; 2025Q1: 1,929,590 shares; 2025Q2: 2,079,940 shares 2,079,940 $60.2M 0.08% +150,350 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,837 shares; 2024Q4: 498,868 shares; 2025Q1: 473,418 shares; 2025Q2: 465,774 shares 465,774 $59.9M 0.08% -7,644 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,870 shares; 2024Q4: 59,650 shares; 2025Q1: 60,028 shares; 2025Q2: 1,663,787 shares 1,663,787 $58.8M 0.07% +1,603,759 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,450 shares; 2024Q4: 177,670 shares; 2025Q1: 179,384 shares; 2025Q2: 144,112 shares 144,112 $58.4M 0.07% -35,272 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009,223 shares; 2024Q4: 1,973,465 shares; 2025Q1: 1,815,378 shares; 2025Q2: 1,850,030 shares 1,850,030 $58.3M 0.07% +34,652 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,785 shares; 2024Q4: 142,422 shares; 2025Q1: 144,564 shares; 2025Q2: 142,715 shares 142,715 $58.1M 0.07% -1,849 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732,275 shares; 2024Q4: 1,715,262 shares; 2025Q1: 1,680,650 shares; 2025Q2: 1,619,835 shares 1,619,835 $57.8M 0.07% -60,815 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666,243 shares 666,243 $57.6M 0.07% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,444 shares; 2024Q4: 1,125,460 shares; 2025Q1: 1,088,149 shares; 2025Q2: 1,192,775 shares 1,192,775 $57.5M 0.07% +104,626 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060,519 shares; 2024Q4: 2,141,838 shares; 2025Q1: 2,242,464 shares; 2025Q2: 2,290,978 shares 2,290,978 $57M 0.07% +48,514 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,847 shares; 2024Q4: 119,038 shares; 2025Q1: 130,911 shares; 2025Q2: 130,336 shares 130,336 $57M 0.07% -575 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,621 shares; 2024Q4: 10,516 shares; 2025Q1: 1,685,123 shares; 2025Q2: 1,681,781 shares 1,681,781 $57M 0.07% -3,342 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,355 shares; 2024Q4: 671,598 shares; 2025Q1: 669,472 shares; 2025Q2: 601,356 shares 601,356 $56.9M 0.07% -68,116 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,506 shares; 2024Q4: 772,967 shares; 2025Q1: 617,241 shares; 2025Q2: 604,739 shares 604,739 $56.7M 0.07% -12,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,705 shares; 2024Q4: 244,639 shares; 2025Q1: 194,905 shares; 2025Q2: 194,159 shares 194,159 $56.6M 0.07% -746 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495,778 shares; 2024Q4: 1,542,737 shares; 2025Q1: 1,590,149 shares; 2025Q2: 1,738,748 shares 1,738,748 $56M 0.07% +148,599 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,022 shares; 2024Q4: 366,922 shares; 2025Q1: 379,538 shares; 2025Q2: 526,015 shares 526,015 $55.9M 0.07% +146,477 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642,620 shares; 2024Q4: 3,664,814 shares; 2025Q1: 3,047,345 shares; 2025Q2: 3,061,082 shares 3,061,082 $55.5M 0.07% +13,737 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,512 shares; 2024Q4: 669,060 shares; 2025Q1: 666,447 shares; 2025Q2: 649,801 shares 649,801 $55.1M 0.07% -16,646 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,611 shares; 2024Q4: 563,532 shares; 2025Q1: 609,052 shares; 2025Q2: 686,061 shares 686,061 $55M 0.07% +77,009 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,603 shares; 2024Q4: 170,462 shares; 2025Q1: 161,214 shares; 2025Q2: 205,148 shares 205,148 $54.6M 0.07% +43,934 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505,773 shares; 2024Q4: 1,514,358 shares; 2025Q1: 1,725,781 shares; 2025Q2: 1,655,603 shares 1,655,603 $54.3M 0.07% -70,178 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,975 shares; 2024Q4: 72,408 shares; 2025Q1: 73,868 shares; 2025Q2: 74,028 shares 74,028 $54.2M 0.07% +160 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760,301 shares; 2024Q4: 1,805,964 shares; 2025Q1: 1,856,130 shares; 2025Q2: 1,652,547 shares 1,652,547 $54M 0.07% -203,583 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,760 shares; 2024Q4: 375,115 shares; 2025Q1: 335,827 shares; 2025Q2: 308,602 shares 308,602 $53.7M 0.07% -27,225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028,965 shares; 2024Q4: 923,866 shares; 2025Q1: 930,470 shares; 2025Q2: 1,157,465 shares 1,157,465 $53.6M 0.07% +226,995 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,461 shares; 2024Q4: 639,879 shares; 2025Q1: 824,747 shares; 2025Q2: 1,074,033 shares 1,074,033 $53.6M 0.07% +249,286 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,036 shares; 2024Q4: 165,911 shares; 2025Q1: 163,885 shares; 2025Q2: 162,712 shares 162,712 $53.1M 0.07% -1,173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,899 shares; 2024Q4: 214,861 shares; 2025Q1: 282,016 shares; 2025Q2: 323,043 shares 323,043 $53.1M 0.07% +41,027 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,652 shares; 2024Q4: 775,612 shares; 2025Q1: 731,912 shares; 2025Q2: 727,710 shares 727,710 $52.9M 0.07% -4,202 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,290 shares; 2024Q4: 800,000 shares; 2025Q1: 696,372 shares; 2025Q2: 733,123 shares 733,123 $52.1M 0.07% +36,751 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390,586 shares; 2024Q4: 1,572,624 shares; 2025Q1: 1,659,080 shares; 2025Q2: 1,358,488 shares 1,358,488 $52M 0.07% -300,592 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928,416 shares; 2025Q1: 1,927,666 shares; 2025Q2: 1,931,316 shares 1,931,316 $51.9M 0.07% +3,650 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,138 shares; 2024Q4: 98,315 shares; 2025Q1: 92,118 shares; 2025Q2: 89,462 shares 89,462 $51.6M 0.06% -2,656 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750,301 shares; 2024Q4: 2,905,210 shares; 2025Q1: 2,716,884 shares; 2025Q2: 2,895,983 shares 2,895,983 $51.5M 0.06% +179,099 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,793 shares; 2024Q4: 446,054 shares; 2025Q1: 485,726 shares; 2025Q2: 470,620 shares 470,620 $51.5M 0.06% -15,106 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,356 shares; 2024Q4: 360,701 shares; 2025Q1: 359,575 shares; 2025Q2: 349,052 shares 349,052 $51.5M 0.06% -10,523 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,842 shares; 2024Q4: 371,096 shares; 2025Q1: 368,755 shares; 2025Q2: 362,459 shares 362,459 $51.4M 0.06% -6,296 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,177 shares; 2024Q4: 554,974 shares; 2025Q1: 562,451 shares; 2025Q2: 562,920 shares 562,920 $51.2M 0.06% +469 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 9,793 shares; 2025Q1: 7,645 shares; 2025Q2: 8,762 shares 8,762 $50.7M 0.06% +1,117 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,073 shares; 2024Q4: 163,221 shares; 2025Q1: 984,799 shares; 2025Q2: 1,009,360 shares 1,009,360 $50.6M 0.06% +24,561 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,304 shares; 2024Q4: 1,628,542 shares; 2025Q1: 1,578,868 shares; 2025Q2: 1,543,576 shares 1,543,576 $50.4M 0.06% -35,292 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,843 shares; 2024Q4: 26,608 shares; 2025Q1: 1,225,583 shares; 2025Q2: 1,459,228 shares 1,459,228 $50.3M 0.06% +233,645 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195,896 shares; 2024Q4: 2,338,083 shares; 2025Q1: 2,545,950 shares; 2025Q2: 2,140,208 shares 2,140,208 $50.2M 0.06% -405,742 Timeline BBRE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,634 shares; 2024Q4: 449,665 shares; 2025Q1: 426,970 shares; 2025Q2: 543,236 shares 543,236 $50M 0.06% +116,266 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,845 shares; 2024Q4: 85,400 shares; 2025Q1: 1,332,525 shares; 2025Q2: 1,224,431 shares 1,224,431 $49.3M 0.06% -108,094 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,512 shares; 2024Q4: 390,496 shares; 2025Q1: 438,182 shares; 2025Q2: 398,083 shares 398,083 $49.2M 0.06% -40,099 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,702 shares; 2024Q4: 171,888 shares; 2025Q1: 172,630 shares; 2025Q2: 218,787 shares 218,787 $49M 0.06% +46,157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,264 shares; 2024Q4: 796,395 shares; 2025Q1: 835,765 shares; 2025Q2: 899,076 shares 899,076 $48.9M 0.06% +63,311 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555,180 shares; 2024Q4: 2,113,470 shares; 2025Q1: 1,741,482 shares; 2025Q2: 1,966,913 shares 1,966,913 $48.7M 0.06% +225,431 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,258 shares; 2024Q4: 837,896 shares; 2025Q1: 940,628 shares; 2025Q2: 1,046,064 shares 1,046,064 $48.5M 0.06% +105,436 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,266 shares; 2024Q4: 336,052 shares; 2025Q1: 494,398 shares; 2025Q2: 909,967 shares 909,967 $48.1M 0.06% +415,569 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,252 shares; 2024Q4: 525,993 shares; 2025Q1: 503,853 shares; 2025Q2: 521,577 shares 521,577 $48M 0.06% +17,724 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,360 shares; 2024Q4: 95,083 shares; 2025Q1: 70,634 shares; 2025Q2: 68,326 shares 68,326 $47.7M 0.06% -2,308 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,636 shares; 2024Q4: 34,015 shares; 2025Q1: 31,444 shares; 2025Q2: 40,462 shares 40,462 $47.5M 0.06% +9,018 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,283 shares; 2024Q4: 790,463 shares; 2025Q1: 460,261 shares; 2025Q2: 481,715 shares 481,715 $47.3M 0.06% +21,454 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,772 shares; 2024Q4: 365,905 shares; 2025Q1: 356,737 shares; 2025Q2: 389,200 shares 389,200 $47.2M 0.06% +32,463 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,511 shares; 2024Q4: 1,563,204 shares; 2025Q1: 1,000,820 shares; 2025Q2: 1,082,412 shares 1,082,412 $46.9M 0.06% +81,592 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,194 shares; 2024Q4: 576,449 shares; 2025Q1: 581,668 shares; 2025Q2: 588,711 shares 588,711 $46.7M 0.06% +7,043 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,563 shares; 2024Q4: 557,731 shares; 2025Q1: 548,819 shares; 2025Q2: 521,531 shares 521,531 $46.5M 0.06% -27,288 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,552 shares; 2024Q4: 598,831 shares; 2025Q1: 665,461 shares; 2025Q2: 470,722 shares 470,722 $46.4M 0.06% -194,739 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,658 shares; 2024Q4: 749,783 shares; 2025Q1: 768,826 shares; 2025Q2: 755,768 shares 755,768 $46.4M 0.06% -13,058 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,911 shares; 2024Q4: 616,626 shares; 2025Q1: 607,322 shares; 2025Q2: 585,106 shares 585,106 $46.4M 0.06% -22,216 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518,008 shares; 2025Q1: 473,305 shares; 2025Q2: 453,064 shares 453,064 $46.4M 0.06% -20,241 Timeline BBJP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,953 shares; 2024Q4: 386,181 shares; 2025Q1: 289,677 shares; 2025Q2: 749,392 shares 749,392 $46.3M 0.06% +459,715 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,377 shares; 2024Q4: 611,320 shares; 2025Q1: 853,717 shares; 2025Q2: 942,716 shares 942,716 $46.3M 0.06% +88,999 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,721 shares; 2024Q4: 353,361 shares; 2025Q1: 361,901 shares; 2025Q2: 344,820 shares 344,820 $45.9M 0.06% -17,081 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,175 shares; 2024Q4: 62,319 shares; 2025Q1: 57,830 shares; 2025Q2: 57,936 shares 57,936 $45.6M 0.06% +106 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,158 shares; 2024Q4: 61,226 shares; 2025Q1: 60,282 shares; 2025Q2: 60,455 shares 60,455 $45.5M 0.06% +173 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,234 shares; 2024Q4: 156,519 shares; 2025Q1: 160,406 shares; 2025Q2: 169,178 shares 169,178 $45.3M 0.06% +8,772 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,312 shares; 2024Q4: 484,724 shares; 2025Q1: 573,801 shares; 2025Q2: 607,697 shares 607,697 $45.2M 0.06% +33,896 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,234 shares; 2024Q4: 461,889 shares; 2025Q1: 454,244 shares; 2025Q2: 413,842 shares 413,842 $44.9M 0.06% -40,402 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,132 shares; 2024Q4: 205,335 shares; 2025Q1: 227,664 shares; 2025Q2: 342,420 shares 342,420 $44.1M 0.06% +114,756 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,619 shares; 2024Q4: 362,856 shares; 2025Q1: 389,506 shares; 2025Q2: 401,789 shares 401,789 $44.1M 0.06% +12,283 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,900 shares; 2024Q4: 252,291 shares; 2025Q1: 230,649 shares; 2025Q2: 239,810 shares 239,810 $44M 0.06% +9,161 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,551 shares; 2024Q4: 263,219 shares; 2025Q1: 230,081 shares; 2025Q2: 232,318 shares 232,318 $43.8M 0.05% +2,237 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663,816 shares 1,663,816 $43.7M 0.05% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426,601 shares; 2024Q4: 1,855,633 shares; 2025Q1: 1,925,231 shares; 2025Q2: 1,981,759 shares 1,981,759 $43.6M 0.05% +56,528 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,033 shares; 2024Q4: 464,082 shares; 2025Q1: 506,047 shares; 2025Q2: 547,107 shares 547,107 $43.5M 0.05% +41,060 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725,473 shares; 2024Q4: 1,800,235 shares; 2025Q1: 1,993,652 shares; 2025Q2: 2,165,040 shares 2,165,040 $43.5M 0.05% +171,388 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,975 shares; 2024Q4: 123,592 shares; 2025Q1: 231,588 shares; 2025Q2: 871,805 shares 871,805 $43.4M 0.05% +640,217 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,682 shares; 2024Q4: 766,344 shares; 2025Q1: 827,593 shares; 2025Q2: 902,048 shares 902,048 $43.2M 0.05% +74,455 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,434 shares; 2024Q4: 114,708 shares; 2025Q1: 114,073 shares; 2025Q2: 92,124 shares 92,124 $43.1M 0.05% -21,949 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,274 shares; 2024Q4: 37,173 shares; 2025Q1: 36,680 shares; 2025Q2: 48,102 shares 48,102 $43.1M 0.05% +11,422 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,277 shares; 2024Q4: 239,802 shares; 2025Q1: 231,157 shares; 2025Q2: 228,257 shares 228,257 $43.1M 0.05% -2,900 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,540 shares; 2024Q4: 368,625 shares; 2025Q1: 368,763 shares; 2025Q2: 359,065 shares 359,065 $42.8M 0.05% -9,698 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,508 shares; 2024Q4: 324,302 shares; 2025Q1: 317,442 shares; 2025Q2: 315,843 shares 315,843 $42.7M 0.05% -1,599 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,901 shares; 2024Q4: 177,266 shares; 2025Q1: 123,834 shares; 2025Q2: 419,045 shares 419,045 $42.6M 0.05% +295,211 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,709 shares; 2024Q4: 169,367 shares; 2025Q1: 166,265 shares; 2025Q2: 158,750 shares 158,750 $42.4M 0.05% -7,515 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,910 shares; 2024Q4: 244,557 shares; 2025Q1: 239,824 shares; 2025Q2: 235,186 shares 235,186 $42.3M 0.05% -4,638 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,279 shares; 2024Q4: 81,372 shares; 2025Q1: 118,973 shares; 2025Q2: 126,341 shares 126,341 $41.8M 0.05% +7,368 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,337 shares; 2024Q4: 301,485 shares; 2025Q1: 298,992 shares; 2025Q2: 313,543 shares 313,543 $41.6M 0.05% +14,551 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,494 shares; 2024Q4: 608,450 shares; 2025Q1: 796,644 shares; 2025Q2: 844,422 shares 844,422 $41.6M 0.05% +47,778 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,012 shares; 2024Q4: 999,722 shares; 2025Q1: 862,480 shares; 2025Q2: 838,215 shares 838,215 $41.6M 0.05% -24,265 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,495 shares; 2024Q4: 1,539,547 shares; 2025Q1: 1,586,857 shares; 2025Q2: 1,690,904 shares 1,690,904 $41.5M 0.05% +104,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,600 shares; 2024Q4: 174,872 shares; 2025Q1: 174,082 shares; 2025Q2: 166,651 shares 166,651 $41.2M 0.05% -7,431 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,935 shares; 2024Q4: 395,189 shares; 2025Q1: 419,395 shares; 2025Q2: 541,114 shares 541,114 $41.1M 0.05% +121,719 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,872 shares; 2024Q4: 510,444 shares; 2025Q1: 485,867 shares; 2025Q2: 477,999 shares 477,999 $41.1M 0.05% -7,868 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,151 shares; 2024Q4: 976,233 shares; 2025Q1: 901,646 shares; 2025Q2: 963,793 shares 963,793 $41.1M 0.05% +62,147 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,792 shares; 2024Q4: 141,781 shares; 2025Q1: 136,268 shares; 2025Q2: 131,781 shares 131,781 $41M 0.05% -4,487 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,356 shares; 2024Q4: 74,633 shares; 2025Q1: 74,378 shares; 2025Q2: 92,235 shares 92,235 $40.6M 0.05% +17,857 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,496 shares; 2024Q4: 600,772 shares; 2025Q1: 593,394 shares; 2025Q2: 584,428 shares 584,428 $40.5M 0.05% -8,966 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,108 shares; 2024Q4: 440,844 shares; 2025Q1: 517,577 shares; 2025Q2: 523,311 shares 523,311 $40.5M 0.05% +5,734 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,328 shares; 2024Q4: 174,396 shares; 2025Q1: 177,025 shares; 2025Q2: 182,516 shares 182,516 $40.3M 0.05% +5,491 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,238 shares; 2024Q4: 268,333 shares; 2025Q1: 456,099 shares; 2025Q2: 490,576 shares 490,576 $40.1M 0.05% +34,477 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,597 shares; 2024Q4: 442,451 shares; 2025Q1: 452,054 shares; 2025Q2: 464,890 shares 464,890 $39.6M 0.05% +12,836 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,961 shares; 2024Q4: 109,902 shares; 2025Q1: 119,114 shares; 2025Q2: 141,163 shares 141,163 $39.5M 0.05% +22,049 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,635 shares; 2024Q4: 93,859 shares; 2025Q1: 89,018 shares; 2025Q2: 88,169 shares 88,169 $39.4M 0.05% -849 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872,018 shares; 2024Q4: 942,501 shares; 2025Q1: 881,398 shares; 2025Q2: 807,103 shares 807,103 $39.4M 0.05% -74,295 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,306 shares; 2024Q4: 409,850 shares; 2025Q1: 992,131 shares; 2025Q2: 1,141,109 shares 1,141,109 $39.4M 0.05% +148,978 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,416 shares; 2024Q4: 898,441 shares; 2025Q1: 873,178 shares; 2025Q2: 983,420 shares 983,420 $39.4M 0.05% +110,242 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,105 shares; 2024Q4: 121,431 shares; 2025Q1: 120,105 shares; 2025Q2: 119,891 shares 119,891 $39.3M 0.05% -214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188,328 shares; 2024Q4: 1,207,345 shares; 2025Q1: 1,237,300 shares; 2025Q2: 1,179,049 shares 1,179,049 $38.8M 0.05% -58,251 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,090 shares; 2024Q4: 129,794 shares; 2025Q1: 127,697 shares; 2025Q2: 129,280 shares 129,280 $38.8M 0.05% +1,583 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,082 shares; 2024Q4: 669,578 shares; 2025Q1: 659,234 shares; 2025Q2: 663,611 shares 663,611 $38.7M 0.05% +4,377 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,521 shares; 2024Q4: 81,642 shares; 2025Q1: 81,098 shares; 2025Q2: 77,299 shares 77,299 $38.6M 0.05% -3,799 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077,488 shares; 2024Q4: 1,287,571 shares; 2025Q1: 1,325,087 shares; 2025Q2: 1,341,072 shares 1,341,072 $38.6M 0.05% +15,985 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,586 shares; 2024Q4: 393,448 shares; 2025Q1: 383,373 shares; 2025Q2: 401,025 shares 401,025 $38.4M 0.05% +17,652 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,519 shares; 2024Q4: 210,107 shares; 2025Q1: 197,262 shares; 2025Q2: 320,957 shares 320,957 $38.4M 0.05% +123,695 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,316 shares; 2024Q4: 762,651 shares; 2025Q1: 861,980 shares; 2025Q2: 860,301 shares 860,301 $37.5M 0.05% -1,679 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,710 shares; 2024Q4: 661,180 shares; 2025Q1: 682,801 shares; 2025Q2: 974,423 shares 974,423 $37.4M 0.05% +291,622 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,429 shares; 2024Q4: 247,860 shares; 2025Q1: 699,097 shares; 2025Q2: 736,843 shares 736,843 $37.3M 0.05% +37,746 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,459 shares; 2024Q4: 287,811 shares; 2025Q1: 308,779 shares; 2025Q2: 339,758 shares 339,758 $37.2M 0.05% +30,979 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,781 shares; 2024Q4: 381,256 shares; 2025Q1: 424,984 shares; 2025Q2: 371,916 shares 371,916 $37M 0.05% -53,068 Timeline FIXD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,953 shares; 2024Q4: 819,119 shares; 2025Q1: 843,299 shares; 2025Q2: 841,875 shares 841,875 $36.9M 0.05% -1,424 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,774 shares; 2024Q4: 97,720 shares; 2025Q1: 95,415 shares; 2025Q2: 93,102 shares 93,102 $36.9M 0.05% -2,313 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,775 shares; 2024Q4: 67,251 shares; 2025Q1: 62,636 shares; 2025Q2: 43,604 shares 43,604 $36.1M 0.05% -19,032 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,121 shares; 2024Q4: 88,939 shares; 2025Q1: 112,614 shares; 2025Q2: 126,470 shares 126,470 $36M 0.05% +13,856 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,451 shares; 2024Q4: 94,782 shares; 2025Q1: 85,195 shares; 2025Q2: 270,329 shares 270,329 $36M 0.05% +185,134 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,445 shares; 2024Q4: 295,612 shares; 2025Q1: 389,545 shares; 2025Q2: 586,686 shares 586,686 $35.9M 0.04% +197,141 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235,780 shares; 2024Q4: 1,309,592 shares; 2025Q1: 1,363,195 shares; 2025Q2: 1,411,918 shares 1,411,918 $35.9M 0.04% +48,723 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,217 shares; 2024Q4: 148,007 shares; 2025Q1: 179,543 shares; 2025Q2: 189,059 shares 189,059 $35.7M 0.04% +9,516 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,790 shares; 2024Q4: 115,380 shares; 2025Q1: 113,857 shares; 2025Q2: 109,265 shares 109,265 $35.6M 0.04% -4,592 Timeline XLG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,321 shares; 2024Q4: 951,487 shares; 2025Q1: 419,997 shares; 2025Q2: 683,314 shares 683,314 $35.6M 0.04% +263,317 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,860 shares; 2024Q4: 239,735 shares; 2025Q1: 244,967 shares; 2025Q2: 244,870 shares 244,870 $35.3M 0.04% -97 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,528 shares; 2024Q4: 1,201,710 shares; 2025Q1: 1,136,475 shares; 2025Q2: 1,144,958 shares 1,144,958 $35.2M 0.04% +8,483 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,111 shares; 2024Q4: 178,544 shares; 2025Q1: 136,644 shares; 2025Q2: 142,694 shares 142,694 $35.2M 0.04% +6,050 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,372 shares; 2024Q4: 406,927 shares; 2025Q1: 390,490 shares; 2025Q2: 385,115 shares 385,115 $35.1M 0.04% -5,375 Timeline BAB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,497 shares; 2024Q4: 1,163,960 shares; 2025Q1: 1,270,735 shares; 2025Q2: 1,319,358 shares 1,319,358 $35M 0.04% +48,623 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,130 shares; 2024Q4: 805,517 shares; 2025Q1: 796,551 shares; 2025Q2: 771,747 shares 771,747 $34.9M 0.04% -24,804 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269,239 shares; 2024Q4: 1,395,420 shares; 2025Q1: 1,452,451 shares; 2025Q2: 1,496,784 shares 1,496,784 $34.9M 0.04% +44,333 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308,481 shares; 2024Q4: 1,146,501 shares; 2025Q1: 1,188,940 shares; 2025Q2: 1,185,449 shares 1,185,449 $34.9M 0.04% -3,491 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400,628 shares; 2025Q2: 1,435,397 shares 1,435,397 $34.8M 0.04% +34,769 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,591 shares; 2024Q4: 87,598 shares; 2025Q1: 94,069 shares; 2025Q2: 107,765 shares 107,765 $34.8M 0.04% +13,696 Timeline XLP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,655 shares; 2024Q4: 393,133 shares; 2025Q1: 399,740 shares; 2025Q2: 427,464 shares 427,464 $34.6M 0.04% +27,724 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,519 shares; 2024Q4: 158,599 shares; 2025Q1: 159,909 shares; 2025Q2: 141,504 shares 141,504 $34.5M 0.04% -18,405 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,475 shares; 2024Q4: 366,120 shares; 2025Q1: 706,227 shares; 2025Q2: 697,393 shares 697,393 $34.4M 0.04% -8,834 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,219 shares; 2024Q4: 311,900 shares; 2025Q1: 337,380 shares; 2025Q2: 340,770 shares 340,770 $34.3M 0.04% +3,390 Timeline PNQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,258 shares; 2024Q4: 583,798 shares; 2025Q1: 650,661 shares; 2025Q2: 651,649 shares 651,649 $34M 0.04% +988 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,946 shares; 2024Q4: 105,584 shares; 2025Q1: 44,674 shares; 2025Q2: 102,425 shares 102,425 $34M 0.04% +57,751 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,538 shares; 2024Q4: 616,179 shares; 2025Q1: 614,313 shares; 2025Q2: 457,907 shares 457,907 $34M 0.04% -156,406 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,984 shares; 2024Q4: 394,255 shares; 2025Q1: 407,894 shares; 2025Q2: 411,503 shares 411,503 $33.6M 0.04% +3,609 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,204 shares; 2024Q4: 68,535 shares; 2025Q1: 75,946 shares; 2025Q2: 82,664 shares 82,664 $33.4M 0.04% +6,718 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,721 shares; 2024Q4: 507,143 shares; 2025Q1: 507,608 shares; 2025Q2: 498,441 shares 498,441 $33.4M 0.04% -9,167 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,483 shares; 2024Q4: 1,704,847 shares; 2025Q1: 2,077,037 shares; 2025Q2: 988,252 shares 988,252 $33.4M 0.04% -1,088,785 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,220 shares; 2024Q4: 244,064 shares; 2025Q1: 237,394 shares; 2025Q2: 240,515 shares 240,515 $33.4M 0.04% +3,121 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,863 shares; 2024Q4: 6,768 shares; 2025Q1: 232,744 shares; 2025Q2: 968,724 shares 968,724 $33.2M 0.04% +735,980 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,231 shares; 2024Q4: 29,746 shares; 2025Q1: 30,208 shares; 2025Q2: 31,322 shares 31,322 $33.1M 0.04% +1,114 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,210 shares; 2024Q4: 109,337 shares; 2025Q1: 111,552 shares; 2025Q2: 117,588 shares 117,588 $33M 0.04% +6,036 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,590 shares; 2024Q4: 593,566 shares; 2025Q1: 614,791 shares; 2025Q2: 637,834 shares 637,834 $32.9M 0.04% +23,043 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,033 shares; 2024Q4: 305,687 shares; 2025Q1: 313,804 shares; 2025Q2: 349,199 shares 349,199 $32.8M 0.04% +35,395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,601 shares; 2024Q4: 344,966 shares; 2025Q1: 312,295 shares; 2025Q2: 190,083 shares 190,083 $32.7M 0.04% -122,212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,348 shares; 2024Q4: 400,713 shares; 2025Q1: 376,081 shares; 2025Q2: 358,238 shares 358,238 $32.7M 0.04% -17,843 Timeline PEJ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 13,141 shares; 2025Q1: 569,642 shares; 2025Q2: 573,381 shares 573,381 $32.6M 0.04% +3,739 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,279 shares; 2024Q4: 118,250 shares; 2025Q1: 103,586 shares; 2025Q2: 114,302 shares 114,302 $32.6M 0.04% +10,716 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586,661 shares; 2024Q4: 627,144 shares; 2025Q1: 460,970 shares; 2025Q2: 584,503 shares 584,503 $32.5M 0.04% +123,533 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,785 shares; 2024Q4: 306,881 shares; 2025Q1: 365,815 shares; 2025Q2: 350,447 shares 350,447 $32.5M 0.04% -15,368 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,696 shares; 2024Q4: 115,624 shares; 2025Q1: 350,027 shares; 2025Q2: 365,093 shares 365,093 $32.4M 0.04% +15,066 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,103 shares; 2024Q4: 568,946 shares; 2025Q1: 768,330 shares; 2025Q2: 741,270 shares 741,270 $32.3M 0.04% -27,060 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,728 shares; 2024Q4: 497,961 shares; 2025Q1: 579,254 shares; 2025Q2: 573,482 shares 573,482 $32.2M 0.04% -5,772 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,263 shares; 2024Q4: 47,705 shares; 2025Q1: 47,813 shares; 2025Q2: 58,283 shares 58,283 $32M 0.04% +10,470 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,713 shares; 2024Q4: 222,310 shares; 2025Q1: 214,585 shares; 2025Q2: 190,142 shares 190,142 $31.6M 0.04% -24,443 Timeline BBCA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,321 shares; 2024Q4: 456,572 shares; 2025Q1: 455,578 shares; 2025Q2: 389,704 shares 389,704 $31.4M 0.04% -65,874 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,903 shares; 2024Q4: 657,541 shares; 2025Q1: 770,012 shares; 2025Q2: 747,083 shares 747,083 $31.1M 0.04% -22,929 Timeline JPME 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,171 shares; 2024Q4: 292,701 shares; 2025Q1: 299,534 shares; 2025Q2: 294,604 shares 294,604 $30.6M 0.04% -4,930 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,294 shares; 2024Q4: 379,243 shares; 2025Q1: 325,449 shares; 2025Q2: 358,135 shares 358,135 $30.5M 0.04% +32,686 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,977 shares; 2024Q4: 683,614 shares; 2025Q1: 671,497 shares; 2025Q2: 661,409 shares 661,409 $30.3M 0.04% -10,088 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026,493 shares 1,026,493 $30M 0.04% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,703 shares; 2024Q4: 818,034 shares; 2025Q1: 852,607 shares; 2025Q2: 921,313 shares 921,313 $30M 0.04% +68,706 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,018 shares; 2024Q4: 278,055 shares; 2025Q1: 281,585 shares; 2025Q2: 270,830 shares 270,830 $29.8M 0.04% -10,755 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,550 shares; 2024Q4: 399,713 shares; 2025Q1: 402,039 shares; 2025Q2: 392,520 shares 392,520 $29.7M 0.04% -9,519 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,873 shares; 2024Q4: 465,264 shares; 2025Q1: 605,132 shares; 2025Q2: 582,622 shares 582,622 $29.7M 0.04% -22,510 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,145 shares; 2024Q4: 421,957 shares; 2025Q1: 503,280 shares; 2025Q2: 570,078 shares 570,078 $29.7M 0.04% +66,798 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 24,395 shares; 2025Q1: 22,371 shares; 2025Q2: 326,209 shares 326,209 $29.4M 0.04% +303,838 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,860 shares; 2024Q4: 235,353 shares; 2025Q1: 237,841 shares; 2025Q2: 242,660 shares 242,660 $29.4M 0.04% +4,819 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,815 shares; 2024Q4: 205,185 shares; 2025Q1: 219,815 shares; 2025Q2: 245,750 shares 245,750 $29.3M 0.04% +25,935 Timeline PHO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,394 shares; 2024Q4: 411,275 shares; 2025Q1: 415,878 shares; 2025Q2: 416,656 shares 416,656 $29.1M 0.04% +778 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,580 shares; 2025Q1: 408,820 shares; 2025Q2: 428,359 shares 428,359 $29.1M 0.04% +19,539 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,139 shares; 2024Q4: 489,861 shares; 2025Q1: 446,458 shares; 2025Q2: 454,601 shares 454,601 $28.9M 0.04% +8,143 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,422 shares; 2024Q4: 630,625 shares; 2025Q1: 622,414 shares; 2025Q2: 636,720 shares 636,720 $28.9M 0.04% +14,306 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,123 shares; 2024Q4: 553,929 shares; 2025Q1: 188,419 shares; 2025Q2: 2,209,963 shares 2,209,963 $28.8M 0.04% +2,021,544 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,113 shares; 2024Q4: 163,698 shares; 2025Q1: 222,485 shares; 2025Q2: 217,781 shares 217,781 $28.8M 0.04% -4,704 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524,479 shares; 2024Q4: 1,290,038 shares; 2025Q1: 1,175,447 shares; 2025Q2: 1,164,926 shares 1,164,926 $28.8M 0.04% -10,521 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,901 shares; 2024Q4: 785,322 shares; 2025Q1: 862,893 shares; 2025Q2: 860,661 shares 860,661 $28.8M 0.04% -2,232 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,628 shares; 2024Q4: 150,220 shares; 2025Q1: 151,681 shares; 2025Q2: 120,371 shares 120,371 $28.7M 0.04% -31,310 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,976 shares; 2024Q4: 264,202 shares; 2025Q1: 275,658 shares; 2025Q2: 270,167 shares 270,167 $28.6M 0.04% -5,491 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,347 shares; 2024Q4: 530,138 shares; 2025Q1: 529,873 shares; 2025Q2: 534,149 shares 534,149 $28.4M 0.04% +4,276 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988,144 shares; 2024Q4: 915,529 shares; 2025Q1: 908,089 shares; 2025Q2: 942,664 shares 942,664 $28.3M 0.04% +34,575 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860,099 shares; 2024Q4: 773,904 shares; 2025Q1: 856,927 shares; 2025Q2: 863,850 shares 863,850 $28.2M 0.04% +6,923 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,284 shares; 2024Q4: 535,826 shares; 2025Q1: 571,754 shares; 2025Q2: 507,801 shares 507,801 $28.1M 0.04% -63,953 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,422 shares; 2024Q4: 350,658 shares; 2025Q1: 549,979 shares; 2025Q2: 578,554 shares 578,554 $27.4M 0.03% +28,575 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,812 shares; 2024Q4: 954,457 shares; 2025Q1: 963,930 shares; 2025Q2: 933,080 shares 933,080 $27.4M 0.03% -30,850 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,817 shares; 2024Q4: 647,394 shares; 2025Q1: 660,627 shares; 2025Q2: 517,930 shares 517,930 $27.2M 0.03% -142,697 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,423 shares; 2024Q4: 452,219 shares; 2025Q1: 499,521 shares; 2025Q2: 479,686 shares 479,686 $27.1M 0.03% -19,835 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,852 shares; 2024Q4: 263,525 shares; 2025Q1: 272,600 shares; 2025Q2: 311,333 shares 311,333 $27M 0.03% +38,733 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,655 shares; 2024Q4: 111,001 shares; 2025Q1: 285,518 shares; 2025Q2: 310,430 shares 310,430 $26.8M 0.03% +24,912 Timeline FLQM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447,106 shares; 2025Q2: 490,517 shares 490,517 $26.6M 0.03% +43,411 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,716 shares; 2024Q4: 662,113 shares; 2025Q1: 660,249 shares; 2025Q2: 662,080 shares 662,080 $26.6M 0.03% +1,831 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626,374 shares; 2025Q1: 1,119,585 shares; 2025Q2: 1,164,996 shares 1,164,996 $26.4M 0.03% +45,411 Timeline CIBR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,258 shares; 2024Q4: 204,612 shares; 2025Q1: 274,756 shares; 2025Q2: 348,240 shares 348,240 $26.3M 0.03% +73,484 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,776 shares; 2024Q4: 425,390 shares; 2025Q1: 436,116 shares; 2025Q2: 429,269 shares 429,269 $26.3M 0.03% -6,847 IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070,732 shares; 2025Q2: 1,080,952 shares 1,080,952 $26.2M 0.03% +10,220 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,393 shares; 2024Q4: 827,605 shares; 2025Q1: 471,474 shares; 2025Q2: 463,749 shares 463,749 $26M 0.03% -7,725 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,699 shares; 2024Q4: 569,145 shares; 2025Q1: 599,669 shares; 2025Q2: 613,385 shares 613,385 $25.9M 0.03% +13,716 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,064 shares; 2024Q4: 83,807 shares; 2025Q1: 87,165 shares; 2025Q2: 96,069 shares 96,069 $25.9M 0.03% +8,904 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,577 shares; 2024Q4: 104,424 shares; 2025Q1: 255,076 shares; 2025Q2: 590,437 shares 590,437 $25.8M 0.03% +335,361 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,844 shares; 2024Q4: 74,007 shares; 2025Q1: 67,568 shares; 2025Q2: 121,063 shares 121,063 $25.8M 0.03% +53,495 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,517 shares; 2024Q4: 113,927 shares; 2025Q1: 235,412 shares; 2025Q2: 245,640 shares 245,640 $25.6M 0.03% +10,228 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,788 shares; 2024Q4: 94,327 shares; 2025Q1: 95,527 shares; 2025Q2: 93,624 shares 93,624 $25.5M 0.03% -1,903 Timeline VRP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854,864 shares; 2024Q4: 953,200 shares; 2025Q1: 1,020,941 shares; 2025Q2: 1,043,609 shares 1,043,609 $25.5M 0.03% +22,668 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705,858 shares 705,858 $25.5M 0.03% new Timeline GGME 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411,973 shares; 2025Q2: 415,499 shares 415,499 $25.5M 0.03% +3,526 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,604 shares; 2024Q4: 239,599 shares; 2025Q1: 223,311 shares; 2025Q2: 213,772 shares 213,772 $25.5M 0.03% -9,539 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,612 shares; 2024Q4: 171,224 shares; 2025Q1: 194,743 shares; 2025Q2: 197,233 shares 197,233 $25.4M 0.03% +2,490 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672,192 shares; 2024Q4: 1,529,679 shares; 2025Q1: 1,600,503 shares; 2025Q2: 1,497,812 shares 1,497,812 $25.3M 0.03% -102,691 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,400 shares; 2024Q4: 192,708 shares; 2025Q1: 187,810 shares; 2025Q2: 187,129 shares 187,129 $25.1M 0.03% -681 Timeline