AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,986,606 shares; 2024Q4: 11,414,601 shares; 2025Q1: 11,026,265 shares; 2025Q2: 10,935,498 shares; 2025Q3: 11,251,676 shares; 2025Q4: 11,007,492 shares 11,007,492 $2.99B 3.27% -244,184 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,023,862 shares; 2025Q1: 4,956,755 shares; 2025Q2: 4,977,014 shares; 2025Q3: 5,026,020 shares; 2025Q4: 5,005,163 shares 5,005,163 $2.42B 2.65% -20,857 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281,537 shares; 2024Q4: 2,313,961 shares; 2025Q1: 2,562,155 shares; 2025Q2: 2,567,597 shares; 2025Q3: 2,615,857 shares; 2025Q4: 2,689,285 shares 2,689,285 $1.84B 2.01% +73,428 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,648 shares; 2024Q4: 2,121,057 shares; 2025Q1: 2,387,112 shares; 2025Q2: 2,557,272 shares; 2025Q3: 2,656,702 shares; 2025Q4: 2,577,224 shares 2,577,224 $1.62B 1.77% -79,478 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,903 shares; 2025Q2: 1,878 shares; 2025Q3: 1,829 shares; 2025Q4: 2,078 shares 2,078 $1.57B 1.72% +249 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844,778 shares; 2024Q4: 1,898,458 shares; 2025Q1: 1,898,202 shares; 2025Q2: 1,972,545 shares; 2025Q3: 2,022,179 shares; 2025Q4: 2,007,450 shares 2,007,450 $1.37B 1.5% -14,729 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790,669 shares; 2024Q4: 6,973,982 shares; 2025Q1: 7,144,518 shares; 2025Q2: 7,319,887 shares; 2025Q3: 7,552,277 shares; 2025Q4: 7,210,488 shares 7,210,488 $1.34B 1.47% -341,789 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281,409 shares; 2024Q4: 5,551,430 shares; 2025Q1: 5,211,444 shares; 2025Q2: 5,416,060 shares; 2025Q3: 5,488,859 shares; 2025Q4: 5,618,779 shares 5,618,779 $1.3B 1.42% +129,920 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166,738 shares; 2024Q4: 2,480,149 shares; 2025Q1: 2,494,554 shares; 2025Q2: 2,474,546 shares; 2025Q3: 2,511,835 shares; 2025Q4: 2,502,721 shares 2,502,721 $1.26B 1.38% -9,114 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952,014 shares; 2024Q4: 3,926,725 shares; 2025Q1: 3,913,902 shares; 2025Q2: 3,955,210 shares; 2025Q3: 4,009,035 shares; 2025Q4: 3,884,911 shares 3,884,911 $1.22B 1.33% -124,124 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,317,462 shares; 2024Q4: 8,778,005 shares; 2025Q1: 8,072,641 shares; 2025Q2: 8,041,923 shares; 2025Q3: 8,227,390 shares; 2025Q4: 8,073,034 shares 8,073,034 $972M 1.06% -154,356 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,108 shares; 2024Q4: 622,364 shares; 2025Q1: 617,276 shares; 2025Q2: 721,510 shares; 2025Q3: 770,421 shares; 2025Q4: 1,364,123 shares 1,364,123 $900M 0.98% +593,702 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734,317 shares; 2024Q4: 2,881,451 shares; 2025Q1: 2,711,347 shares; 2025Q2: 2,706,677 shares; 2025Q3: 2,721,718 shares; 2025Q4: 2,672,170 shares 2,672,170 $861M 0.94% -49,548 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555,016 shares; 2024Q4: 3,753,994 shares; 2025Q1: 3,982,788 shares; 2025Q2: 3,977,429 shares; 2025Q3: 3,972,159 shares; 2025Q4: 3,948,748 shares 3,948,748 $817M 0.89% -23,411 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401,370 shares; 2024Q4: 1,418,006 shares; 2025Q1: 1,478,780 shares; 2025Q2: 1,552,072 shares; 2025Q3: 1,596,677 shares; 2025Q4: 1,576,796 shares 1,576,796 $769M 0.84% -19,881 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496,355 shares; 2024Q4: 2,468,761 shares; 2025Q1: 2,389,873 shares; 2025Q2: 2,219,820 shares; 2025Q3: 2,160,641 shares; 2025Q4: 2,160,410 shares 2,160,410 $748M 0.82% -231 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079,069 shares; 2024Q4: 1,129,665 shares; 2025Q1: 1,187,148 shares; 2025Q2: 1,144,734 shares; 2025Q3: 1,201,723 shares; 2025Q4: 1,203,564 shares 1,203,564 $739M 0.81% +1,841 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723,701 shares; 2024Q4: 1,621,870 shares; 2025Q1: 1,618,346 shares; 2025Q2: 1,717,728 shares; 2025Q3: 2,182,592 shares; 2025Q4: 2,184,391 shares 2,184,391 $732M 0.8% +1,799 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024,620 shares; 2024Q4: 7,179,756 shares; 2025Q1: 7,045,186 shares; 2025Q2: 7,047,550 shares; 2025Q3: 6,329,649 shares; 2025Q4: 6,327,774 shares 6,327,774 $708M 0.77% -1,875 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,498,455 shares; 2024Q4: 10,575,056 shares; 2025Q1: 10,356,242 shares; 2025Q2: 9,925,236 shares; 2025Q3: 10,863,869 shares; 2025Q4: 11,092,054 shares 11,092,054 $693M 0.76% +228,185 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247,845 shares; 2024Q4: 2,263,284 shares; 2025Q1: 2,171,016 shares; 2025Q2: 2,145,627 shares; 2025Q3: 2,194,786 shares; 2025Q4: 2,126,830 shares 2,126,830 $667M 0.73% -67,956 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,319 shares; 2024Q4: 2,453,000 shares; 2025Q1: 2,924,994 shares; 2025Q2: 3,133,973 shares; 2025Q3: 3,252,212 shares; 2025Q4: 3,460,961 shares 3,460,961 $661M 0.72% +208,749 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,109 shares; 2024Q4: 1,170,155 shares; 2025Q1: 1,167,147 shares; 2025Q2: 1,170,425 shares; 2025Q3: 1,290,494 shares; 2025Q4: 1,282,593 shares 1,282,593 $607M 0.66% -7,901 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652,859 shares; 2024Q4: 1,645,767 shares; 2025Q1: 1,604,924 shares; 2025Q2: 1,472,901 shares; 2025Q3: 1,501,749 shares; 2025Q4: 1,468,274 shares 1,468,274 $582M 0.64% -33,475 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,198 shares; 2024Q4: 470,367 shares; 2025Q1: 513,445 shares; 2025Q2: 498,841 shares; 2025Q3: 506,233 shares; 2025Q4: 487,722 shares 487,722 $524M 0.57% -18,511 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050,741 shares; 2024Q4: 7,326,920 shares; 2025Q1: 7,383,609 shares; 2025Q2: 7,469,865 shares; 2025Q3: 7,766,194 shares; 2025Q4: 7,881,074 shares 7,881,074 $520M 0.57% +114,880 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,138 shares; 2024Q4: 2,194,048 shares; 2025Q1: 2,197,819 shares; 2025Q2: 2,273,719 shares; 2025Q3: 2,345,899 shares; 2025Q4: 2,357,937 shares 2,357,937 $518M 0.57% +12,038 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156,561 shares; 2024Q4: 21,862,447 shares; 2025Q1: 21,650,268 shares; 2025Q2: 21,922,381 shares; 2025Q3: 22,411,217 shares; 2025Q4: 20,621,877 shares 20,621,877 $496M 0.54% -1,789,340 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529,216 shares; 2024Q4: 1,581,126 shares; 2025Q1: 1,531,986 shares; 2025Q2: 1,406,729 shares; 2025Q3: 1,422,844 shares; 2025Q4: 1,405,738 shares 1,405,738 $493M 0.54% -17,106 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503,842 shares; 2024Q4: 2,506,274 shares; 2025Q1: 2,728,649 shares; 2025Q2: 2,902,342 shares; 2025Q3: 3,438,441 shares; 2025Q4: 3,422,021 shares 3,422,021 $491M 0.54% -16,420 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898,491 shares; 2024Q4: 4,656,028 shares; 2025Q1: 4,849,705 shares; 2025Q2: 4,892,413 shares; 2025Q3: 4,803,075 shares; 2025Q4: 5,463,367 shares 5,463,367 $489M 0.53% +660,292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,211,360 shares; 2024Q4: 11,544,853 shares; 2025Q1: 11,678,752 shares; 2025Q2: 11,958,080 shares; 2025Q3: 12,221,580 shares; 2025Q4: 12,378,415 shares 12,378,415 $486M 0.53% +156,835 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094,149 shares; 2024Q4: 2,260,590 shares; 2025Q1: 2,313,831 shares; 2025Q2: 2,398,855 shares; 2025Q3: 2,382,701 shares; 2025Q4: 2,988,115 shares 2,988,115 $455M 0.5% +605,414 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544,333 shares; 2024Q4: 4,629,736 shares; 2025Q1: 5,436,337 shares; 2025Q2: 5,589,665 shares; 2025Q3: 5,685,868 shares; 2025Q4: 5,642,401 shares 5,642,401 $435M 0.48% -43,467 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423,795 shares; 2024Q4: 1,580,064 shares; 2025Q1: 1,351,933 shares; 2025Q2: 1,278,293 shares; 2025Q3: 1,368,186 shares; 2025Q4: 1,419,413 shares 1,419,413 $420M 0.46% +51,227 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,619 shares; 2024Q4: 869,340 shares; 2025Q1: 902,770 shares; 2025Q2: 900,842 shares; 2025Q3: 926,332 shares; 2025Q4: 931,959 shares 931,959 $419M 0.46% +5,627 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053,438 shares; 2024Q4: 1,204,806 shares; 2025Q1: 1,237,837 shares; 2025Q2: 1,240,040 shares; 2025Q3: 1,337,403 shares; 2025Q4: 1,353,113 shares 1,353,113 $414M 0.45% +15,710 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005,132 shares; 2024Q4: 3,128,895 shares; 2025Q1: 3,006,333 shares; 2025Q2: 2,849,282 shares; 2025Q3: 2,977,717 shares; 2025Q4: 3,346,705 shares 3,346,705 $402M 0.44% +368,988 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869,010 shares; 2024Q4: 3,151,875 shares; 2025Q1: 3,698,960 shares; 2025Q2: 3,766,789 shares; 2025Q3: 3,869,125 shares; 2025Q4: 3,818,135 shares 3,818,135 $402M 0.44% -50,990 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666,338 shares; 2024Q4: 11,036,122 shares; 2025Q1: 14,010,112 shares; 2025Q2: 14,286,701 shares; 2025Q3: 14,199,707 shares; 2025Q4: 14,141,394 shares 14,141,394 $381M 0.42% -58,313 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388,190 shares; 2024Q4: 5,963,277 shares; 2025Q1: 5,881,597 shares; 2025Q2: 6,365,913 shares; 2025Q3: 6,780,890 shares; 2025Q4: 6,888,787 shares 6,888,787 $379M 0.41% +107,897 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970,678 shares; 2024Q4: 6,186,373 shares; 2025Q1: 6,484,121 shares; 2025Q2: 6,651,382 shares; 2025Q3: 7,090,064 shares; 2025Q4: 7,528,911 shares 7,528,911 $376M 0.41% +438,847 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,511 shares; 2024Q4: 1,573,829 shares; 2025Q1: 1,580,357 shares; 2025Q2: 1,590,713 shares; 2025Q3: 1,641,784 shares; 2025Q4: 1,628,911 shares 1,628,911 $372M 0.41% -12,873 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,020 shares; 2024Q4: 653,925 shares; 2025Q1: 646,194 shares; 2025Q2: 666,319 shares; 2025Q3: 662,733 shares; 2025Q4: 632,814 shares 632,814 $363M 0.4% -29,919 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,584 shares; 2024Q4: 448,899 shares; 2025Q1: 416,592 shares; 2025Q2: 414,665 shares; 2025Q3: 424,814 shares; 2025Q4: 419,518 shares 419,518 $362M 0.4% -5,296 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186,837 shares; 2024Q4: 2,255,487 shares; 2025Q1: 2,268,666 shares; 2025Q2: 2,245,052 shares; 2025Q3: 2,025,185 shares; 2025Q4: 1,949,616 shares 1,949,616 $358M 0.39% -75,569 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295,820 shares; 2024Q4: 2,511,046 shares; 2025Q1: 2,540,275 shares; 2025Q2: 2,414,947 shares; 2025Q3: 2,464,930 shares; 2025Q4: 2,477,364 shares 2,477,364 $355M 0.39% +12,434 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110,822 shares; 2024Q4: 3,243,986 shares; 2025Q1: 3,283,417 shares; 2025Q2: 4,288,233 shares; 2025Q3: 4,961,939 shares; 2025Q4: 5,001,638 shares 5,001,638 $347M 0.38% +39,699 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224,545 shares; 2024Q4: 3,504,658 shares; 2025Q1: 3,933,070 shares; 2025Q2: 3,839,896 shares; 2025Q3: 3,850,873 shares; 2025Q4: 4,274,627 shares 4,274,627 $343M 0.38% +423,754 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049,611 shares; 2024Q4: 5,134,413 shares; 2025Q1: 5,039,971 shares; 2025Q2: 4,865,124 shares; 2025Q3: 5,990,927 shares; 2025Q4: 6,356,188 shares 6,356,188 $342M 0.37% +365,261 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212,113 shares; 2024Q4: 3,184,020 shares; 2025Q1: 2,795,373 shares; 2025Q2: 2,800,348 shares; 2025Q3: 2,860,254 shares; 2025Q4: 2,929,072 shares 2,929,072 $326M 0.36% +68,818 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921,224 shares; 2024Q4: 1,019,204 shares; 2025Q1: 984,478 shares; 2025Q2: 923,394 shares; 2025Q3: 948,549 shares; 2025Q4: 923,920 shares 923,920 $318M 0.35% -24,629 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347,284 shares; 2024Q4: 2,696,140 shares; 2025Q1: 3,027,592 shares; 2025Q2: 3,201,797 shares; 2025Q3: 3,431,334 shares; 2025Q4: 3,408,993 shares 3,408,993 $318M 0.35% -22,341 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,807,789 shares; 2024Q4: 8,367,065 shares; 2025Q1: 9,855,049 shares; 2025Q2: 10,141,479 shares; 2025Q3: 10,445,370 shares; 2025Q4: 9,662,625 shares 9,662,625 $316M 0.35% -782,745 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,140 shares; 2024Q4: 360,955 shares; 2025Q1: 350,938 shares; 2025Q2: 368,188 shares; 2025Q3: 402,550 shares; 2025Q4: 413,961 shares 413,961 $312M 0.34% +11,411 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,030 shares; 2024Q4: 688,410 shares; 2025Q1: 878,631 shares; 2025Q2: 870,194 shares; 2025Q3: 1,019,573 shares; 2025Q4: 1,061,641 shares 1,061,641 $308M 0.34% +42,068 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,497 shares; 2024Q4: 572,015 shares; 2025Q1: 551,753 shares; 2025Q2: 546,050 shares; 2025Q3: 544,282 shares; 2025Q4: 536,007 shares 536,007 $306M 0.33% -8,275 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549,389 shares; 2024Q4: 1,846,892 shares; 2025Q1: 1,820,450 shares; 2025Q2: 1,683,554 shares; 2025Q3: 1,653,059 shares; 2025Q4: 1,564,008 shares 1,564,008 $305M 0.33% -89,051 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487,318 shares; 2024Q4: 3,635,156 shares; 2025Q1: 3,737,002 shares; 2025Q2: 3,762,705 shares; 2025Q3: 3,990,437 shares; 2025Q4: 4,071,280 shares 4,071,280 $302M 0.33% +80,843 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,122,145 shares; 2024Q4: 5,181,037 shares; 2025Q1: 4,772,158 shares; 2025Q2: 5,225,761 shares; 2025Q3: 5,458,534 shares; 2025Q4: 5,778,235 shares 5,778,235 $284M 0.31% +319,701 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769,822 shares; 2024Q4: 3,608,675 shares; 2025Q1: 3,546,034 shares; 2025Q2: 3,433,629 shares; 2025Q3: 3,509,779 shares; 2025Q4: 3,390,805 shares 3,390,805 $275M 0.3% -118,974 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,862 shares; 2024Q4: 4,458,615 shares; 2025Q1: 7,614,284 shares; 2025Q2: 7,897,044 shares; 2025Q3: 8,132,749 shares; 2025Q4: 8,369,417 shares 8,369,417 $273M 0.3% +236,668 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309,386 shares; 2024Q4: 5,895,500 shares; 2025Q1: 6,187,043 shares; 2025Q2: 6,332,926 shares; 2025Q3: 6,475,940 shares; 2025Q4: 6,678,090 shares 6,678,090 $272M 0.3% +202,150 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360,584 shares; 2024Q4: 2,489,615 shares; 2025Q1: 2,560,128 shares; 2025Q2: 3,745,687 shares; 2025Q3: 4,082,224 shares; 2025Q4: 3,681,575 shares 3,681,575 $271M 0.3% -400,649 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,876 shares; 2024Q4: 1,428,038 shares; 2025Q1: 1,508,684 shares; 2025Q2: 1,371,794 shares; 2025Q3: 1,354,361 shares; 2025Q4: 1,409,611 shares 1,409,611 $270M 0.3% +55,250 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370,572 shares; 2024Q4: 1,412,678 shares; 2025Q1: 1,393,541 shares; 2025Q2: 1,464,109 shares; 2025Q3: 1,526,862 shares; 2025Q4: 1,541,454 shares 1,541,454 $269M 0.29% +14,592 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,296 shares; 2024Q4: 1,529,999 shares; 2025Q1: 1,566,293 shares; 2025Q2: 1,704,170 shares; 2025Q3: 1,727,810 shares; 2025Q4: 1,692,851 shares 1,692,851 $261M 0.29% -34,959 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,599,284 shares; 2024Q4: 1,703,472 shares; 2025Q1: 1,785,619 shares; 2025Q2: 1,847,994 shares; 2025Q3: 3,280,962 shares; 2025Q4: 3,427,396 shares 3,427,396 $259M 0.28% +146,434 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355,807 shares; 2024Q4: 1,410,709 shares; 2025Q1: 1,436,312 shares; 2025Q2: 1,342,652 shares; 2025Q3: 1,338,447 shares; 2025Q4: 1,300,753 shares 1,300,753 $258M 0.28% -37,694 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,607 shares; 2024Q4: 709,021 shares; 2025Q1: 727,975 shares; 2025Q2: 752,480 shares; 2025Q3: 789,377 shares; 2025Q4: 786,624 shares 786,624 $257M 0.28% -2,753 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709,658 shares; 2024Q4: 2,724,218 shares; 2025Q1: 2,898,346 shares; 2025Q2: 2,849,118 shares; 2025Q3: 2,914,632 shares; 2025Q4: 2,869,081 shares 2,869,081 $257M 0.28% -45,551 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482,466 shares; 2024Q4: 2,523,138 shares; 2025Q1: 2,469,883 shares; 2025Q2: 2,374,960 shares; 2025Q3: 2,315,200 shares; 2025Q4: 2,235,974 shares 2,235,974 $254M 0.28% -79,226 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484,956 shares; 2024Q4: 1,653,389 shares; 2025Q1: 2,207,192 shares; 2025Q2: 2,315,195 shares; 2025Q3: 2,373,083 shares; 2025Q4: 2,378,570 shares 2,378,570 $254M 0.28% +5,487 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853,681 shares; 2024Q4: 1,833,277 shares; 2025Q1: 1,778,980 shares; 2025Q2: 1,875,636 shares; 2025Q3: 1,998,086 shares; 2025Q4: 2,035,586 shares 2,035,586 $251M 0.27% +37,500 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049,297 shares; 2024Q4: 2,593,374 shares; 2025Q1: 4,056,400 shares; 2025Q2: 4,355,826 shares; 2025Q3: 8,516,263 shares; 2025Q4: 9,267,689 shares 9,267,689 $247M 0.27% +751,426 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,408 shares; 2024Q4: 774,602 shares; 2025Q1: 915,588 shares; 2025Q2: 859,492 shares; 2025Q3: 939,059 shares; 2025Q4: 951,243 shares 951,243 $245M 0.27% +12,184 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807,321 shares; 2024Q4: 799,902 shares; 2025Q1: 821,594 shares; 2025Q2: 758,892 shares; 2025Q3: 775,670 shares; 2025Q4: 780,611 shares 780,611 $237M 0.26% +4,941 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985,658 shares; 2024Q4: 1,065,883 shares; 2025Q1: 977,118 shares; 2025Q2: 994,176 shares; 2025Q3: 1,058,499 shares; 2025Q4: 1,099,616 shares 1,099,616 $231M 0.25% +41,117 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,026 shares; 2024Q4: 294,126 shares; 2025Q1: 298,198 shares; 2025Q2: 302,206 shares; 2025Q3: 271,931 shares; 2025Q4: 262,998 shares 262,998 $231M 0.25% -8,933 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937,025 shares; 2024Q4: 1,922,521 shares; 2025Q1: 1,921,524 shares; 2025Q2: 1,873,950 shares; 2025Q3: 1,838,381 shares; 2025Q4: 1,831,746 shares 1,831,746 $229M 0.25% -6,635 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,675 shares; 2024Q4: 1,239,706 shares; 2025Q1: 1,906,835 shares; 2025Q2: 1,910,288 shares; 2025Q3: 1,975,997 shares; 2025Q4: 1,975,475 shares 1,975,475 $228M 0.25% -522 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361,475 shares; 2024Q4: 6,281,462 shares; 2025Q1: 5,914,155 shares; 2025Q2: 6,043,740 shares; 2025Q3: 5,939,615 shares; 2025Q4: 5,738,089 shares 5,738,089 $227M 0.25% -201,526 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660,625 shares; 2024Q4: 8,146,204 shares; 2025Q1: 7,934,598 shares; 2025Q2: 7,738,339 shares; 2025Q3: 7,776,997 shares; 2025Q4: 8,631,797 shares 8,631,797 $226M 0.25% +854,800 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886,357 shares; 2024Q4: 1,962,504 shares; 2025Q1: 2,014,050 shares; 2025Q2: 2,131,014 shares; 2025Q3: 2,171,870 shares; 2025Q4: 2,266,698 shares 2,266,698 $226M 0.25% +94,828 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299,006 shares; 2024Q4: 1,304,594 shares; 2025Q1: 1,302,972 shares; 2025Q2: 1,343,949 shares; 2025Q3: 1,331,980 shares; 2025Q4: 1,301,908 shares 1,301,908 $223M 0.24% -30,072 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442,212 shares; 2024Q4: 1,509,599 shares; 2025Q1: 1,589,524 shares; 2025Q2: 1,680,954 shares; 2025Q3: 1,831,197 shares; 2025Q4: 1,825,441 shares 1,825,441 $222M 0.24% -5,756 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367,648 shares; 2024Q4: 1,477,957 shares; 2025Q1: 1,362,285 shares; 2025Q2: 1,379,617 shares; 2025Q3: 1,412,563 shares; 2025Q4: 1,433,051 shares 1,433,051 $220M 0.24% +20,488 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,212 shares; 2024Q4: 723,322 shares; 2025Q1: 736,236 shares; 2025Q2: 685,770 shares; 2025Q3: 725,931 shares; 2025Q4: 1,515,820 shares 1,515,820 $218M 0.24% +789,889 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,411 shares; 2024Q4: 935,479 shares; 2025Q1: 956,469 shares; 2025Q2: 1,075,044 shares; 2025Q3: 1,123,638 shares; 2025Q4: 1,151,696 shares 1,151,696 $213M 0.23% +28,058 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912,648 shares; 2024Q4: 4,893,997 shares; 2025Q1: 4,773,457 shares; 2025Q2: 4,588,718 shares; 2025Q3: 4,557,544 shares; 2025Q4: 4,531,643 shares 4,531,643 $211M 0.23% -25,901 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229,867 shares; 2024Q4: 3,985,681 shares; 2025Q1: 4,273,243 shares; 2025Q2: 4,284,748 shares; 2025Q3: 4,108,152 shares; 2025Q4: 4,140,505 shares 4,140,505 $209M 0.23% +32,353 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258,331 shares; 2024Q4: 10,077,570 shares; 2025Q1: 10,041,554 shares; 2025Q2: 10,583,782 shares; 2025Q3: 10,782,575 shares; 2025Q4: 6,950,893 shares 6,950,893 $209M 0.23% -3,831,682 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,076 shares; 2024Q4: 411,206 shares; 2025Q1: 399,782 shares; 2025Q2: 413,137 shares; 2025Q3: 420,275 shares; 2025Q4: 424,466 shares 424,466 $205M 0.22% +4,191 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,625 shares; 2024Q4: 496,124 shares; 2025Q1: 399,940 shares; 2025Q2: 425,743 shares; 2025Q3: 440,623 shares; 2025Q4: 401,424 shares 401,424 $205M 0.22% -39,199 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,112 shares; 2024Q4: 852,990 shares; 2025Q1: 1,066,072 shares; 2025Q2: 1,050,520 shares; 2025Q3: 1,091,430 shares; 2025Q4: 2,440,152 shares 2,440,152 $204M 0.22% +1,348,722 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780,953 shares; 2024Q4: 1,793,699 shares; 2025Q1: 1,702,410 shares; 2025Q2: 1,662,423 shares; 2025Q3: 1,675,797 shares; 2025Q4: 1,661,355 shares 1,661,355 $204M 0.22% -14,442 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331,880 shares; 2024Q4: 2,656,482 shares; 2025Q1: 2,641,295 shares; 2025Q2: 2,594,520 shares; 2025Q3: 2,906,850 shares; 2025Q4: 2,916,336 shares 2,916,336 $204M 0.22% +9,486 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007,456 shares; 2024Q4: 1,024,401 shares; 2025Q1: 1,293,248 shares; 2025Q2: 1,314,693 shares; 2025Q3: 1,356,738 shares; 2025Q4: 1,420,355 shares 1,420,355 $204M 0.22% +63,617 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,039,834 shares; 2025Q3: 3,356,988 shares; 2025Q4: 3,474,401 shares 3,474,401 $204M 0.22% +117,413 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961,246 shares; 2024Q4: 3,514,400 shares; 2025Q1: 3,192,355 shares; 2025Q2: 3,065,687 shares; 2025Q3: 3,095,553 shares; 2025Q4: 2,999,647 shares 2,999,647 $202M 0.22% -95,906 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,766 shares; 2024Q4: 158,766 shares; 2025Q1: 158,766 shares; 2025Q2: 866,072 shares; 2025Q3: 866,072 shares; 2025Q4: 966,185 shares 966,185 $200M 0.22% +100,113 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313,303 shares; 2024Q4: 2,332,700 shares; 2025Q1: 2,684,920 shares; 2025Q2: 2,398,927 shares; 2025Q3: 2,444,191 shares; 2025Q4: 2,463,821 shares 2,463,821 $198M 0.22% +19,630 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408,414 shares; 2024Q4: 2,445,508 shares; 2025Q1: 2,529,397 shares; 2025Q2: 2,366,031 shares; 2025Q3: 2,355,590 shares; 2025Q4: 2,333,736 shares 2,333,736 $192M 0.21% -21,854 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532,606 shares; 2024Q4: 2,579,766 shares; 2025Q1: 2,566,241 shares; 2025Q2: 2,586,212 shares; 2025Q3: 2,754,590 shares; 2025Q4: 3,186,159 shares 3,186,159 $191M 0.21% +431,569 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677,413 shares; 2024Q4: 1,593,423 shares; 2025Q1: 1,591,608 shares; 2025Q2: 1,729,999 shares; 2025Q3: 1,754,456 shares; 2025Q4: 1,752,430 shares 1,752,430 $188M 0.21% -2,026 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625,656 shares; 2024Q4: 1,616,485 shares; 2025Q1: 1,598,390 shares; 2025Q2: 1,637,938 shares; 2025Q3: 1,659,090 shares; 2025Q4: 1,676,917 shares 1,676,917 $187M 0.21% +17,827 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,479 shares; 2024Q4: 557,932 shares; 2025Q1: 573,786 shares; 2025Q2: 417,931 shares; 2025Q3: 625,365 shares; 2025Q4: 545,438 shares 545,438 $180M 0.2% -79,927 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,777 shares; 2024Q4: 486,387 shares; 2025Q1: 485,642 shares; 2025Q2: 497,173 shares; 2025Q3: 477,372 shares; 2025Q4: 480,347 shares 480,347 $179M 0.2% +2,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,734,454 shares; 2024Q4: 4,864,778 shares; 2025Q1: 5,022,558 shares; 2025Q2: 5,110,378 shares; 2025Q3: 5,145,391 shares; 2025Q4: 4,940,425 shares 4,940,425 $179M 0.2% -204,966 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616,085 shares; 2024Q4: 4,875,770 shares; 2025Q1: 5,171,216 shares; 2025Q2: 5,087,106 shares; 2025Q3: 5,099,084 shares; 2025Q4: 5,125,063 shares 5,125,063 $177M 0.19% +25,979 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,519 shares; 2024Q4: 424,891 shares; 2025Q1: 453,504 shares; 2025Q2: 487,883 shares; 2025Q3: 517,912 shares; 2025Q4: 553,720 shares 553,720 $176M 0.19% +35,808 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105,499 shares; 2024Q4: 1,233,397 shares; 2025Q1: 1,891,175 shares; 2025Q2: 2,630,385 shares; 2025Q3: 3,599,030 shares; 2025Q4: 3,959,509 shares 3,959,509 $176M 0.19% +360,479 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699,982 shares; 2025Q1: 997,626 shares; 2025Q2: 1,076,575 shares; 2025Q3: 1,089,194 shares; 2025Q4: 1,018,426 shares 1,018,426 $174M 0.19% -70,768 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759,332 shares; 2024Q4: 1,846,124 shares; 2025Q1: 1,835,387 shares; 2025Q2: 2,136,728 shares; 2025Q3: 2,263,581 shares; 2025Q4: 2,247,030 shares 2,247,030 $173M 0.19% -16,551 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231,889 shares; 2024Q4: 3,393,744 shares; 2025Q1: 3,340,244 shares; 2025Q2: 3,371,018 shares; 2025Q3: 3,408,794 shares; 2025Q4: 3,461,723 shares 3,461,723 $173M 0.19% +52,929 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,059 shares; 2024Q4: 696,587 shares; 2025Q1: 773,070 shares; 2025Q2: 821,531 shares; 2025Q3: 815,198 shares; 2025Q4: 811,935 shares 811,935 $172M 0.19% -3,263 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765,844 shares; 2024Q4: 1,909,574 shares; 2025Q1: 2,064,572 shares; 2025Q2: 1,948,455 shares; 2025Q3: 2,015,966 shares; 2025Q4: 2,037,630 shares 2,037,630 $170M 0.19% +21,664 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822,653 shares; 2024Q4: 770,781 shares; 2025Q1: 748,565 shares; 2025Q2: 729,722 shares; 2025Q3: 722,293 shares; 2025Q4: 691,666 shares 691,666 $167M 0.18% -30,627 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573,526 shares; 2024Q4: 3,682,072 shares; 2025Q1: 3,728,338 shares; 2025Q2: 3,184,738 shares; 2025Q3: 3,146,050 shares; 2025Q4: 2,881,623 shares 2,881,623 $165M 0.18% -264,427 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,112 shares; 2024Q4: 164,897 shares; 2025Q1: 160,722 shares; 2025Q2: 161,195 shares; 2025Q3: 174,513 shares; 2025Q4: 1,758,882 shares 1,758,882 $165M 0.18% +1,584,369 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231,437 shares; 2024Q4: 1,355,525 shares; 2025Q1: 2,331,031 shares; 2025Q2: 2,657,520 shares; 2025Q3: 2,704,860 shares; 2025Q4: 2,814,522 shares 2,814,522 $162M 0.18% +109,662 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,787 shares; 2024Q4: 558,552 shares; 2025Q1: 452,259 shares; 2025Q2: 448,038 shares; 2025Q3: 463,972 shares; 2025Q4: 432,185 shares 432,185 $160M 0.17% -31,787 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,206 shares; 2024Q4: 1,522,950 shares; 2025Q1: 1,464,394 shares; 2025Q2: 1,514,430 shares; 2025Q3: 1,641,240 shares; 2025Q4: 1,651,750 shares 1,651,750 $159M 0.17% +10,510 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604,297 shares; 2024Q4: 1,675,007 shares; 2025Q1: 1,692,568 shares; 2025Q2: 1,753,063 shares; 2025Q3: 1,775,432 shares; 2025Q4: 1,860,737 shares 1,860,737 $157M 0.17% +85,305 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,553 shares; 2024Q4: 432,332 shares; 2025Q1: 439,332 shares; 2025Q2: 427,870 shares; 2025Q3: 444,103 shares; 2025Q4: 444,544 shares 444,544 $156M 0.17% +441 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,018 shares; 2024Q4: 1,035,015 shares; 2025Q1: 1,060,199 shares; 2025Q2: 1,059,108 shares; 2025Q3: 939,147 shares; 2025Q4: 973,696 shares 973,696 $156M 0.17% +34,549 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,129 shares; 2024Q4: 45,714 shares; 2025Q1: 43,591 shares; 2025Q2: 43,592 shares; 2025Q3: 46,940 shares; 2025Q4: 1,846,327 shares 1,846,327 $153M 0.17% +1,799,387 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588,385 shares; 2024Q4: 1,789,507 shares; 2025Q1: 1,703,145 shares; 2025Q2: 1,413,882 shares; 2025Q3: 1,445,579 shares; 2025Q4: 1,795,943 shares 1,795,943 $151M 0.17% +350,364 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638,433 shares; 2024Q4: 5,237,487 shares; 2025Q1: 5,669,012 shares; 2025Q2: 5,651,066 shares; 2025Q3: 5,684,538 shares; 2025Q4: 5,411,808 shares 5,411,808 $148M 0.16% -272,730 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,523 shares; 2024Q4: 722,894 shares; 2025Q1: 571,029 shares; 2025Q2: 545,219 shares; 2025Q3: 606,392 shares; 2025Q4: 590,250 shares 590,250 $145M 0.16% -16,142 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953,650 shares; 2024Q4: 1,920,285 shares; 2025Q1: 2,464,714 shares; 2025Q2: 2,392,796 shares; 2025Q3: 2,487,616 shares; 2025Q4: 2,540,516 shares 2,540,516 $144M 0.16% +52,900 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,316 shares; 2024Q4: 493,883 shares; 2025Q1: 497,443 shares; 2025Q2: 514,436 shares; 2025Q3: 521,169 shares; 2025Q4: 505,383 shares 505,383 $144M 0.16% -15,786 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,062 shares; 2024Q4: 779,319 shares; 2025Q1: 743,557 shares; 2025Q2: 838,228 shares; 2025Q3: 865,101 shares; 2025Q4: 831,305 shares 831,305 $144M 0.16% -33,796 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,549 shares; 2024Q4: 609,588 shares; 2025Q1: 578,533 shares; 2025Q2: 549,319 shares; 2025Q3: 527,826 shares; 2025Q4: 620,285 shares 620,285 $143M 0.16% +92,459 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,389 shares; 2024Q4: 724,976 shares; 2025Q1: 713,825 shares; 2025Q2: 721,052 shares; 2025Q3: 717,794 shares; 2025Q4: 702,412 shares 702,412 $143M 0.16% -15,382 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,791 shares; 2024Q4: 219,217 shares; 2025Q1: 217,367 shares; 2025Q2: 224,683 shares; 2025Q3: 237,914 shares; 2025Q4: 236,091 shares 236,091 $142M 0.16% -1,823 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,357 shares; 2024Q4: 72,005 shares; 2025Q1: 71,708 shares; 2025Q2: 69,058 shares; 2025Q3: 68,593 shares; 2025Q4: 65,702 shares 65,702 $141M 0.15% -2,891 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,993 shares; 2024Q4: 1,418,764 shares; 2025Q1: 2,804,192 shares; 2025Q2: 2,876,245 shares; 2025Q3: 3,064,940 shares; 2025Q4: 2,964,524 shares 2,964,524 $140M 0.15% -100,416 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,505 shares; 2024Q4: 546,802 shares; 2025Q1: 545,081 shares; 2025Q2: 612,975 shares; 2025Q3: 654,568 shares; 2025Q4: 659,565 shares 659,565 $140M 0.15% +4,997 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453,630 shares; 2024Q4: 1,439,247 shares; 2025Q1: 1,493,154 shares; 2025Q2: 1,489,562 shares; 2025Q3: 1,460,604 shares; 2025Q4: 1,444,921 shares 1,444,921 $139M 0.15% -15,683 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,748 shares; 2024Q4: 452,517 shares; 2025Q1: 467,032 shares; 2025Q2: 458,762 shares; 2025Q3: 460,373 shares; 2025Q4: 449,750 shares 449,750 $139M 0.15% -10,623 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,109 shares; 2024Q4: 1,041,554 shares; 2025Q1: 990,499 shares; 2025Q2: 995,308 shares; 2025Q3: 959,785 shares; 2025Q4: 930,170 shares 930,170 $138M 0.15% -29,615 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,525 shares; 2024Q4: 489,322 shares; 2025Q1: 482,003 shares; 2025Q2: 494,257 shares; 2025Q3: 491,429 shares; 2025Q4: 426,632 shares 426,632 $138M 0.15% -64,797 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,054 shares; 2024Q4: 345,145 shares; 2025Q1: 447,717 shares; 2025Q2: 547,209 shares; 2025Q3: 600,237 shares; 2025Q4: 633,411 shares 633,411 $138M 0.15% +33,174 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039,294 shares; 2024Q4: 1,504,693 shares; 2025Q1: 1,482,393 shares; 2025Q2: 1,521,288 shares; 2025Q3: 1,535,754 shares; 2025Q4: 1,546,875 shares 1,546,875 $135M 0.15% +11,121 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554,047 shares; 2024Q4: 1,655,025 shares; 2025Q1: 2,394,624 shares; 2025Q2: 2,413,921 shares; 2025Q3: 2,557,143 shares; 2025Q4: 2,726,718 shares 2,726,718 $135M 0.15% +169,575 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960,645 shares; 2024Q4: 1,038,951 shares; 2025Q1: 1,238,030 shares; 2025Q2: 1,266,680 shares; 2025Q3: 1,276,732 shares; 2025Q4: 1,318,014 shares 1,318,014 $134M 0.15% +41,282 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,561 shares; 2024Q4: 327,436 shares; 2025Q1: 318,563 shares; 2025Q2: 314,713 shares; 2025Q3: 306,353 shares; 2025Q4: 306,788 shares 306,788 $131M 0.14% +435 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959,986 shares; 2024Q4: 2,777,472 shares; 2025Q1: 2,927,533 shares; 2025Q2: 2,293,134 shares; 2025Q3: 2,455,649 shares; 2025Q4: 2,546,788 shares 2,546,788 $128M 0.14% +91,139 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,976 shares; 2024Q4: 135,202 shares; 2025Q1: 100,747 shares; 2025Q2: 122,174 shares; 2025Q3: 327,370 shares; 2025Q4: 2,499,427 shares 2,499,427 $128M 0.14% +2,172,057 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339,074 shares; 2024Q4: 2,398,427 shares; 2025Q1: 2,536,876 shares; 2025Q2: 2,598,480 shares; 2025Q3: 3,127,052 shares; 2025Q4: 3,305,788 shares 3,305,788 $127M 0.14% +178,736 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,635 shares; 2024Q4: 442,541 shares; 2025Q1: 609,197 shares; 2025Q2: 637,754 shares; 2025Q3: 712,780 shares; 2025Q4: 684,472 shares 684,472 $126M 0.14% -28,308 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,347 shares; 2024Q4: 530,138 shares; 2025Q1: 529,873 shares; 2025Q2: 534,149 shares; 2025Q3: 1,229,956 shares; 2025Q4: 1,227,761 shares 1,227,761 $125M 0.14% -2,195 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107,952 shares; 2024Q4: 2,241,533 shares; 2025Q1: 2,339,020 shares; 2025Q2: 2,298,556 shares; 2025Q3: 2,335,856 shares; 2025Q4: 2,273,156 shares 2,273,156 $125M 0.14% -62,700 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993,410 shares; 2024Q4: 4,161,326 shares; 2025Q1: 4,475,530 shares; 2025Q2: 3,684,937 shares; 2025Q3: 3,674,002 shares; 2025Q4: 3,760,186 shares 3,760,186 $124M 0.14% +86,184 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105,022 shares; 2024Q4: 3,136,870 shares; 2025Q1: 3,153,875 shares; 2025Q2: 3,132,516 shares; 2025Q3: 3,096,550 shares; 2025Q4: 3,858,629 shares 3,858,629 $124M 0.14% +762,079 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,841 shares; 2024Q4: 1,125,455 shares; 2025Q1: 1,274,182 shares; 2025Q2: 1,418,921 shares; 2025Q3: 1,733,183 shares; 2025Q4: 2,626,206 shares 2,626,206 $123M 0.13% +893,023 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,833 shares; 2024Q4: 272,459 shares; 2025Q1: 265,404 shares; 2025Q2: 262,694 shares; 2025Q3: 247,347 shares; 2025Q4: 238,004 shares 238,004 $122M 0.13% -9,343 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,535 shares; 2024Q4: 109,207 shares; 2025Q1: 113,881 shares; 2025Q2: 117,814 shares; 2025Q3: 118,215 shares; 2025Q4: 113,343 shares 113,343 $121M 0.13% -4,872 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,278 shares; 2024Q4: 313,229 shares; 2025Q1: 308,661 shares; 2025Q2: 304,109 shares; 2025Q3: 320,850 shares; 2025Q4: 312,640 shares 312,640 $121M 0.13% -8,210 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,016 shares; 2024Q4: 392,336 shares; 2025Q1: 400,932 shares; 2025Q2: 411,425 shares; 2025Q3: 469,335 shares; 2025Q4: 453,038 shares 453,038 $120M 0.13% -16,297 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318,042 shares; 2024Q4: 2,571,494 shares; 2025Q1: 2,357,417 shares; 2025Q2: 1,857,092 shares; 2025Q3: 2,086,118 shares; 2025Q4: 2,379,078 shares 2,379,078 $120M 0.13% +292,960 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,703 shares; 2024Q4: 470,111 shares; 2025Q1: 712,570 shares; 2025Q2: 881,650 shares; 2025Q3: 856,285 shares; 2025Q4: 837,780 shares 837,780 $118M 0.13% -18,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,927 shares; 2024Q4: 467,668 shares; 2025Q1: 488,513 shares; 2025Q2: 431,228 shares; 2025Q3: 462,820 shares; 2025Q4: 460,161 shares 460,161 $118M 0.13% -2,659 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741,682 shares; 2025Q1: 1,378,035 shares; 2025Q2: 1,522,124 shares; 2025Q3: 2,533,525 shares; 2025Q4: 2,592,739 shares 2,592,739 $118M 0.13% +59,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,870 shares; 2024Q4: 59,650 shares; 2025Q1: 60,028 shares; 2025Q2: 1,663,787 shares; 2025Q3: 2,857,239 shares; 2025Q4: 2,977,348 shares 2,977,348 $117M 0.13% +120,109 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,287 shares; 2024Q4: 575,545 shares; 2025Q1: 681,641 shares; 2025Q2: 683,919 shares; 2025Q3: 672,835 shares; 2025Q4: 657,580 shares 657,580 $117M 0.13% -15,255 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729,607 shares; 2024Q4: 2,804,636 shares; 2025Q1: 2,964,212 shares; 2025Q2: 3,206,368 shares; 2025Q3: 3,332,046 shares; 2025Q4: 2,015,678 shares 2,015,678 $117M 0.13% -1,316,368 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,183 shares; 2024Q4: 231,248 shares; 2025Q1: 163,404 shares; 2025Q2: 164,161 shares; 2025Q3: 170,806 shares; 2025Q4: 176,401 shares 176,401 $115M 0.13% +5,595 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,682 shares; 2024Q4: 775,620 shares; 2025Q1: 777,936 shares; 2025Q2: 777,035 shares; 2025Q3: 896,053 shares; 2025Q4: 1,471,846 shares 1,471,846 $115M 0.13% +575,793 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,077 shares; 2024Q4: 927,764 shares; 2025Q1: 1,010,288 shares; 2025Q2: 1,250,561 shares; 2025Q3: 1,318,172 shares; 2025Q4: 1,335,584 shares 1,335,584 $114M 0.12% +17,412 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,433 shares; 2024Q4: 208,051 shares; 2025Q1: 207,243 shares; 2025Q2: 264,201 shares; 2025Q3: 195,203 shares; 2025Q4: 200,450 shares 200,450 $114M 0.12% +5,247 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272,371 shares; 2024Q4: 1,272,242 shares; 2025Q1: 1,317,224 shares; 2025Q2: 1,337,272 shares; 2025Q3: 1,318,918 shares; 2025Q4: 1,284,970 shares 1,284,970 $113M 0.12% -33,948 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885,957 shares; 2024Q4: 2,030,872 shares; 2025Q1: 2,045,989 shares; 2025Q2: 1,902,706 shares; 2025Q3: 1,994,135 shares; 2025Q4: 1,910,663 shares 1,910,663 $112M 0.12% -83,472 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666,243 shares; 2025Q3: 1,157,184 shares; 2025Q4: 1,201,494 shares 1,201,494 $112M 0.12% +44,310 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,554 shares; 2024Q4: 39,898 shares; 2025Q1: 38,092 shares; 2025Q2: 36,013 shares; 2025Q3: 34,355 shares; 2025Q4: 32,898 shares 32,898 $112M 0.12% -1,457 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,290 shares; 2024Q4: 800,000 shares; 2025Q1: 696,372 shares; 2025Q2: 733,123 shares; 2025Q3: 833,090 shares; 2025Q4: 1,747,893 shares 1,747,893 $111M 0.12% +914,803 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705,770 shares; 2024Q4: 2,883,324 shares; 2025Q1: 2,962,734 shares; 2025Q2: 2,980,448 shares; 2025Q3: 3,055,819 shares; 2025Q4: 3,260,768 shares 3,260,768 $110M 0.12% +204,949 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043,021 shares; 2024Q4: 2,042,795 shares; 2025Q1: 1,989,104 shares; 2025Q2: 1,895,203 shares; 2025Q3: 1,870,666 shares; 2025Q4: 1,848,642 shares 1,848,642 $110M 0.12% -22,024 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759,568 shares; 2024Q4: 1,839,107 shares; 2025Q1: 1,927,058 shares; 2025Q2: 2,005,043 shares; 2025Q3: 2,076,118 shares; 2025Q4: 2,136,447 shares 2,136,447 $108M 0.12% +60,329 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,085 shares; 2024Q4: 34,800 shares; 2025Q1: 34,671 shares; 2025Q2: 33,494 shares; 2025Q3: 47,788 shares; 2025Q4: 1,695,842 shares 1,695,842 $108M 0.12% +1,648,054 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,894 shares; 2024Q4: 622,065 shares; 2025Q1: 604,793 shares; 2025Q2: 501,310 shares; 2025Q3: 476,409 shares; 2025Q4: 397,200 shares 397,200 $107M 0.12% -79,209 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,506 shares; 2024Q4: 468,103 shares; 2025Q1: 791,125 shares; 2025Q2: 1,673,352 shares; 2025Q3: 1,765,078 shares; 2025Q4: 2,000,929 shares 2,000,929 $106M 0.12% +235,851 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,797 shares; 2024Q4: 226,287 shares; 2025Q1: 223,950 shares; 2025Q2: 223,353 shares; 2025Q3: 230,184 shares; 2025Q4: 224,520 shares 224,520 $105M 0.11% -5,664 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,902 shares; 2024Q4: 265,069 shares; 2025Q1: 192,771 shares; 2025Q2: 196,567 shares; 2025Q3: 204,484 shares; 2025Q4: 218,415 shares 218,415 $102M 0.11% +13,931 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505,773 shares; 2024Q4: 1,514,358 shares; 2025Q1: 1,725,781 shares; 2025Q2: 1,655,603 shares; 2025Q3: 1,750,124 shares; 2025Q4: 1,587,507 shares 1,587,507 $102M 0.11% -162,617 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,700 shares; 2024Q4: 287,025 shares; 2025Q1: 322,514 shares; 2025Q2: 338,104 shares; 2025Q3: 340,129 shares; 2025Q4: 337,484 shares 337,484 $102M 0.11% -2,645 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799,981 shares; 2024Q4: 1,787,825 shares; 2025Q1: 2,048,597 shares; 2025Q2: 1,880,143 shares; 2025Q3: 1,826,720 shares; 2025Q4: 1,684,967 shares 1,684,967 $101M 0.11% -141,753 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063,435 shares; 2024Q4: 1,901,514 shares; 2025Q1: 1,167,213 shares; 2025Q2: 1,342,559 shares; 2025Q3: 1,681,066 shares; 2025Q4: 1,683,846 shares 1,683,846 $101M 0.11% +2,780 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053,800 shares; 2024Q4: 2,125,710 shares; 2025Q1: 2,103,785 shares; 2025Q2: 2,237,620 shares; 2025Q3: 2,205,863 shares; 2025Q4: 2,225,066 shares 2,225,066 $101M 0.11% +19,203 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267,282 shares; 2024Q4: 1,320,075 shares; 2025Q1: 1,518,752 shares; 2025Q2: 1,416,412 shares; 2025Q3: 1,407,827 shares; 2025Q4: 1,453,245 shares 1,453,245 $101M 0.11% +45,418 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,950 shares; 2024Q4: 646,266 shares; 2025Q1: 674,089 shares; 2025Q2: 723,534 shares; 2025Q3: 744,052 shares; 2025Q4: 771,959 shares 771,959 $97.7M 0.11% +27,907 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,393 shares; 2024Q4: 45,980 shares; 2025Q1: 127,639 shares; 2025Q2: 294,196 shares; 2025Q3: 307,238 shares; 2025Q4: 384,040 shares 384,040 $97.1M 0.11% +76,802 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,247 shares; 2024Q4: 377,301 shares; 2025Q1: 364,409 shares; 2025Q2: 361,362 shares; 2025Q3: 353,830 shares; 2025Q4: 352,922 shares 352,922 $96.4M 0.11% -908 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454,892 shares; 2024Q4: 3,091,537 shares; 2025Q1: 3,186,597 shares; 2025Q2: 3,651,599 shares; 2025Q3: 3,812,953 shares; 2025Q4: 4,117,942 shares 4,117,942 $96.2M 0.11% +304,989 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,196 shares; 2024Q4: 986,456 shares; 2025Q1: 1,039,529 shares; 2025Q2: 997,554 shares; 2025Q3: 1,048,106 shares; 2025Q4: 1,063,232 shares 1,063,232 $96.1M 0.11% +15,126 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,926 shares; 2024Q4: 580,196 shares; 2025Q1: 554,293 shares; 2025Q2: 566,920 shares; 2025Q3: 568,434 shares; 2025Q4: 571,921 shares 571,921 $96M 0.11% +3,487 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,881 shares; 2024Q4: 352,125 shares; 2025Q1: 349,626 shares; 2025Q2: 339,422 shares; 2025Q3: 408,649 shares; 2025Q4: 419,053 shares 419,053 $95.9M 0.1% +10,404 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,376 shares; 2024Q4: 527,089 shares; 2025Q1: 2,232,823 shares; 2025Q2: 2,303,959 shares; 2025Q3: 2,467,317 shares; 2025Q4: 2,508,968 shares 2,508,968 $95.6M 0.1% +41,651 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,235 shares; 2024Q4: 875,868 shares; 2025Q1: 958,902 shares; 2025Q2: 1,060,294 shares; 2025Q3: 1,256,324 shares; 2025Q4: 1,385,692 shares 1,385,692 $95.3M 0.1% +129,368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,430 shares; 2024Q4: 576,906 shares; 2025Q1: 1,093,759 shares; 2025Q2: 1,898,344 shares; 2025Q3: 2,001,176 shares; 2025Q4: 2,136,241 shares 2,136,241 $95.1M 0.1% +135,065 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,424 shares; 2024Q4: 249,449 shares; 2025Q1: 202,432 shares; 2025Q2: 214,060 shares; 2025Q3: 221,443 shares; 2025Q4: 229,470 shares 229,470 $94.7M 0.1% +8,027 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,772 shares; 2024Q4: 105,638 shares; 2025Q1: 2,013,549 shares; 2025Q2: 2,190,121 shares; 2025Q3: 3,258,010 shares; 2025Q4: 3,338,936 shares 3,338,936 $93.9M 0.1% +80,926 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,004 shares; 2024Q4: 1,610,727 shares; 2025Q1: 1,682,208 shares; 2025Q2: 1,647,281 shares; 2025Q3: 1,706,053 shares; 2025Q4: 1,769,948 shares 1,769,948 $93.6M 0.1% +63,895 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,343 shares; 2024Q4: 335,984 shares; 2025Q1: 335,135 shares; 2025Q2: 333,831 shares; 2025Q3: 333,779 shares; 2025Q4: 326,837 shares 326,837 $93.2M 0.1% -6,942 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663,816 shares; 2025Q3: 3,180,029 shares; 2025Q4: 3,289,863 shares 3,289,863 $92.6M 0.1% +109,834 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,876 shares; 2024Q4: 705,246 shares; 2025Q1: 716,343 shares; 2025Q2: 659,155 shares; 2025Q3: 695,266 shares; 2025Q4: 696,463 shares 696,463 $92.4M 0.1% +1,197 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,751 shares; 2025Q1: 85,018 shares; 2025Q2: 82,021 shares; 2025Q3: 85,781 shares; 2025Q4: 86,286 shares 86,286 $92.4M 0.1% +505 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,498 shares; 2024Q4: 762,437 shares; 2025Q1: 775,715 shares; 2025Q2: 766,610 shares; 2025Q3: 781,109 shares; 2025Q4: 785,632 shares 785,632 $92.1M 0.1% +4,523 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,663 shares; 2024Q4: 355,175 shares; 2025Q1: 362,282 shares; 2025Q2: 367,504 shares; 2025Q3: 369,203 shares; 2025Q4: 354,660 shares 354,660 $92M 0.1% -14,543 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,560 shares; 2024Q4: 314,754 shares; 2025Q1: 297,799 shares; 2025Q2: 328,686 shares; 2025Q3: 319,379 shares; 2025Q4: 316,096 shares 316,096 $91.3M 0.1% -3,283 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636,535 shares; 2024Q4: 1,698,370 shares; 2025Q1: 1,770,257 shares; 2025Q2: 1,702,184 shares; 2025Q3: 1,783,824 shares; 2025Q4: 1,887,749 shares 1,887,749 $90.5M 0.1% +103,925 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433,746 shares; 2024Q4: 2,413,532 shares; 2025Q1: 2,384,003 shares; 2025Q2: 2,305,687 shares; 2025Q3: 2,338,412 shares; 2025Q4: 2,337,241 shares 2,337,241 $88.9M 0.1% -1,171 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,665 shares; 2024Q4: 710,625 shares; 2025Q1: 745,598 shares; 2025Q2: 926,278 shares; 2025Q3: 958,235 shares; 2025Q4: 965,247 shares 965,247 $88.7M 0.1% +7,012 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794,966 shares; 2024Q4: 674,362 shares; 2025Q1: 654,096 shares; 2025Q2: 543,780 shares; 2025Q3: 566,981 shares; 2025Q4: 605,243 shares 605,243 $88.7M 0.1% +38,262 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,249 shares; 2024Q4: 1,706,590 shares; 2025Q1: 1,734,196 shares; 2025Q2: 1,764,120 shares; 2025Q3: 1,833,973 shares; 2025Q4: 1,890,734 shares 1,890,734 $87M 0.1% +56,761 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,053 shares; 2024Q4: 733,629 shares; 2025Q1: 747,919 shares; 2025Q2: 725,833 shares; 2025Q3: 762,475 shares; 2025Q4: 787,115 shares 787,115 $86.8M 0.09% +24,640 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518,008 shares; 2025Q1: 473,305 shares; 2025Q2: 453,064 shares; 2025Q3: 441,757 shares; 2025Q4: 654,819 shares 654,819 $85.8M 0.09% +213,062 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,842 shares; 2024Q4: 371,096 shares; 2025Q1: 368,755 shares; 2025Q2: 362,459 shares; 2025Q3: 390,561 shares; 2025Q4: 400,414 shares 400,414 $85.8M 0.09% +9,853 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,844 shares; 2024Q4: 74,007 shares; 2025Q1: 67,568 shares; 2025Q2: 121,063 shares; 2025Q3: 299,504 shares; 2025Q4: 353,767 shares 353,767 $85.7M 0.09% +54,263 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093,882 shares; 2024Q4: 1,032,857 shares; 2025Q1: 998,923 shares; 2025Q2: 892,722 shares; 2025Q3: 932,120 shares; 2025Q4: 863,453 shares 863,453 $85.6M 0.09% -68,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,540 shares; 2024Q4: 773,248 shares; 2025Q1: 701,103 shares; 2025Q2: 695,834 shares; 2025Q3: 698,675 shares; 2025Q4: 713,188 shares 713,188 $85.4M 0.09% +14,513 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,802 shares; 2024Q4: 176,532 shares; 2025Q1: 168,283 shares; 2025Q2: 166,739 shares; 2025Q3: 161,470 shares; 2025Q4: 162,568 shares 162,568 $85M 0.09% +1,098 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,450 shares; 2024Q4: 177,670 shares; 2025Q1: 179,384 shares; 2025Q2: 144,112 shares; 2025Q3: 146,255 shares; 2025Q4: 145,039 shares 145,039 $84M 0.09% -1,216 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248,903 shares; 2024Q4: 1,210,073 shares; 2025Q1: 1,212,161 shares; 2025Q2: 1,192,520 shares; 2025Q3: 1,058,807 shares; 2025Q4: 1,133,303 shares 1,133,303 $82.4M 0.09% +74,496 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,257 shares; 2024Q4: 320,314 shares; 2025Q1: 307,442 shares; 2025Q2: 301,845 shares; 2025Q3: 285,579 shares; 2025Q4: 300,889 shares 300,889 $81.6M 0.09% +15,310 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,307 shares; 2024Q4: 471,973 shares; 2025Q1: 477,762 shares; 2025Q2: 523,807 shares; 2025Q3: 571,791 shares; 2025Q4: 578,013 shares 578,013 $81.5M 0.09% +6,222 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,171 shares; 2024Q4: 286,937 shares; 2025Q1: 290,095 shares; 2025Q2: 279,801 shares; 2025Q3: 280,653 shares; 2025Q4: 282,091 shares 282,091 $81.4M 0.09% +1,438 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,461 shares; 2024Q4: 639,879 shares; 2025Q1: 824,747 shares; 2025Q2: 1,074,033 shares; 2025Q3: 1,325,838 shares; 2025Q4: 1,618,722 shares 1,618,722 $80.7M 0.09% +292,884 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,258 shares; 2024Q4: 1,169,747 shares; 2025Q1: 989,765 shares; 2025Q2: 973,167 shares; 2025Q3: 929,833 shares; 2025Q4: 1,800,359 shares 1,800,359 $80.5M 0.09% +870,526 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,399 shares; 2024Q4: 709,237 shares; 2025Q1: 674,249 shares; 2025Q2: 681,064 shares; 2025Q3: 619,929 shares; 2025Q4: 514,902 shares 514,902 $79.7M 0.09% -105,027 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,445 shares; 2024Q4: 294,455 shares; 2025Q1: 279,786 shares; 2025Q2: 322,519 shares; 2025Q3: 287,086 shares; 2025Q4: 226,313 shares 226,313 $79.2M 0.09% -60,773 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,043 shares; 2024Q4: 391,209 shares; 2025Q1: 381,116 shares; 2025Q2: 371,439 shares; 2025Q3: 366,588 shares; 2025Q4: 379,374 shares 379,374 $79.2M 0.09% +12,786 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497,601 shares; 2024Q4: 520,977 shares; 2025Q1: 2,493,381 shares; 2025Q2: 1,660,349 shares; 2025Q3: 1,760,893 shares; 2025Q4: 1,803,336 shares 1,803,336 $78.7M 0.09% +42,443 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,026 shares; 2024Q4: 2,217,242 shares; 2025Q1: 2,228,321 shares; 2025Q2: 2,628,787 shares; 2025Q3: 2,615,654 shares; 2025Q4: 2,657,036 shares 2,657,036 $78.7M 0.09% +41,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,272 shares; 2024Q4: 496,264 shares; 2025Q1: 499,414 shares; 2025Q2: 495,446 shares; 2025Q3: 536,086 shares; 2025Q4: 498,344 shares 498,344 $78.1M 0.09% -37,742 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033,263 shares; 2024Q4: 1,034,607 shares; 2025Q1: 1,047,645 shares; 2025Q2: 1,229,538 shares; 2025Q3: 1,198,422 shares; 2025Q4: 1,066,727 shares 1,066,727 $77M 0.08% -131,695 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,026 shares; 2024Q4: 529,015 shares; 2025Q1: 437,594 shares; 2025Q2: 421,786 shares; 2025Q3: 415,772 shares; 2025Q4: 393,741 shares 393,741 $76.8M 0.08% -22,031 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009,223 shares; 2024Q4: 1,973,465 shares; 2025Q1: 1,815,378 shares; 2025Q2: 1,850,030 shares; 2025Q3: 1,865,275 shares; 2025Q4: 1,833,770 shares 1,833,770 $75.3M 0.08% -31,505 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510,542 shares; 2024Q4: 1,510,034 shares; 2025Q1: 1,510,845 shares; 2025Q2: 1,507,337 shares; 2025Q3: 1,599,083 shares; 2025Q4: 1,589,872 shares 1,589,872 $75.3M 0.08% -9,211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,938 shares; 2024Q4: 1,712,911 shares; 2025Q1: 1,703,392 shares; 2025Q2: 1,719,879 shares; 2025Q3: 1,722,471 shares; 2025Q4: 1,680,582 shares 1,680,582 $75.1M 0.08% -41,889 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,752 shares; 2024Q4: 522,876 shares; 2025Q1: 534,306 shares; 2025Q2: 536,973 shares; 2025Q3: 543,908 shares; 2025Q4: 570,290 shares 570,290 $74.4M 0.08% +26,382 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,244 shares; 2024Q4: 312,875 shares; 2025Q1: 362,103 shares; 2025Q2: 658,303 shares; 2025Q3: 672,240 shares; 2025Q4: 738,130 shares 738,130 $74.1M 0.08% +65,890 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241,079 shares; 2024Q4: 1,495,702 shares; 2025Q1: 1,616,155 shares; 2025Q2: 1,956,955 shares; 2025Q3: 2,104,739 shares; 2025Q4: 2,162,734 shares 2,162,734 $74M 0.08% +57,995 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,261 shares; 2024Q4: 82,718 shares; 2025Q1: 85,034 shares; 2025Q2: 88,195 shares; 2025Q3: 97,063 shares; 2025Q4: 482,830 shares 482,830 $74M 0.08% +385,767 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830,718 shares; 2024Q4: 1,841,137 shares; 2025Q1: 1,825,391 shares; 2025Q2: 1,857,687 shares; 2025Q3: 1,880,046 shares; 2025Q4: 1,597,680 shares 1,597,680 $73.6M 0.08% -282,366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495,778 shares; 2024Q4: 1,542,737 shares; 2025Q1: 1,590,149 shares; 2025Q2: 1,738,748 shares; 2025Q3: 2,122,465 shares; 2025Q4: 2,179,805 shares 2,179,805 $72.8M 0.08% +57,340 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,475 shares; 2024Q4: 366,120 shares; 2025Q1: 706,227 shares; 2025Q2: 697,393 shares; 2025Q3: 744,453 shares; 2025Q4: 1,454,146 shares 1,454,146 $72.7M 0.08% +709,693 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012,497 shares; 2024Q4: 2,171,536 shares; 2025Q1: 2,264,476 shares; 2025Q2: 2,226,611 shares; 2025Q3: 2,264,651 shares; 2025Q4: 2,294,749 shares 2,294,749 $72.7M 0.08% +30,098 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896,824 shares; 2024Q4: 876,859 shares; 2025Q1: 877,646 shares; 2025Q2: 1,069,365 shares; 2025Q3: 907,994 shares; 2025Q4: 876,992 shares 876,992 $72.6M 0.08% -31,002 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,355 shares; 2024Q4: 671,598 shares; 2025Q1: 669,472 shares; 2025Q2: 601,356 shares; 2025Q3: 635,469 shares; 2025Q4: 707,465 shares 707,465 $72.5M 0.08% +71,996 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,483 shares; 2024Q4: 1,704,847 shares; 2025Q1: 2,077,037 shares; 2025Q2: 988,252 shares; 2025Q3: 1,029,786 shares; 2025Q4: 1,883,802 shares 1,883,802 $72.3M 0.08% +854,016 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358,205 shares; 2024Q4: 1,420,548 shares; 2025Q1: 1,490,272 shares; 2025Q2: 1,440,685 shares; 2025Q3: 1,563,601 shares; 2025Q4: 1,689,226 shares 1,689,226 $71.9M 0.08% +125,625 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,611 shares; 2024Q4: 563,532 shares; 2025Q1: 609,052 shares; 2025Q2: 686,061 shares; 2025Q3: 744,075 shares; 2025Q4: 784,321 shares 784,321 $70.6M 0.08% +40,246 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211,464 shares; 2024Q4: 2,230,080 shares; 2025Q1: 2,418,528 shares; 2025Q2: 2,246,103 shares; 2025Q3: 2,267,935 shares; 2025Q4: 2,199,175 shares 2,199,175 $70M 0.08% -68,760 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,624 shares; 2024Q4: 110,283 shares; 2025Q1: 131,277 shares; 2025Q2: 161,149 shares; 2025Q3: 167,946 shares; 2025Q4: 165,337 shares 165,337 $69.8M 0.08% -2,609 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,507 shares; 2024Q4: 1,001,935 shares; 2025Q1: 971,997 shares; 2025Q2: 949,704 shares; 2025Q3: 967,318 shares; 2025Q4: 999,202 shares 999,202 $69.6M 0.08% +31,884 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,798 shares; 2024Q4: 301,542 shares; 2025Q1: 297,612 shares; 2025Q2: 287,222 shares; 2025Q3: 281,712 shares; 2025Q4: 270,043 shares 270,043 $69.5M 0.08% -11,669 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,388 shares; 2024Q4: 1,288,412 shares; 2025Q1: 1,311,921 shares; 2025Q2: 1,319,821 shares; 2025Q3: 1,336,688 shares; 2025Q4: 1,351,735 shares 1,351,735 $69.3M 0.08% +15,047 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,500 shares; 2024Q4: 781,752 shares; 2025Q1: 871,754 shares; 2025Q2: 871,759 shares; 2025Q3: 871,759 shares; 2025Q4: 870,507 shares 870,507 $68.8M 0.08% -1,252 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,324,312 shares 2,324,312 $68.2M 0.07% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,435 shares; 2024Q4: 366,122 shares; 2025Q1: 375,924 shares; 2025Q2: 374,589 shares; 2025Q3: 389,331 shares; 2025Q4: 340,236 shares 340,236 $67.9M 0.07% -49,095 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,444 shares; 2024Q4: 1,125,460 shares; 2025Q1: 1,088,149 shares; 2025Q2: 1,192,775 shares; 2025Q3: 1,204,723 shares; 2025Q4: 1,236,592 shares 1,236,592 $67.7M 0.07% +31,869 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477,287 shares; 2024Q4: 2,590,273 shares; 2025Q1: 2,615,155 shares; 2025Q2: 2,642,666 shares; 2025Q3: 2,597,497 shares; 2025Q4: 2,715,114 shares 2,715,114 $67.4M 0.07% +117,617 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354,879 shares; 2024Q4: 1,306,646 shares; 2025Q1: 1,335,891 shares; 2025Q2: 1,314,505 shares; 2025Q3: 1,335,409 shares; 2025Q4: 1,247,688 shares 1,247,688 $67.2M 0.07% -87,721 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,467 shares; 2024Q4: 542,027 shares; 2025Q1: 497,305 shares; 2025Q2: 482,267 shares; 2025Q3: 487,954 shares; 2025Q4: 481,880 shares 481,880 $67.1M 0.07% -6,074 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,567 shares; 2024Q4: 579,641 shares; 2025Q1: 856,206 shares; 2025Q2: 862,306 shares; 2025Q3: 875,951 shares; 2025Q4: 845,410 shares 845,410 $66.6M 0.07% -30,541 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,495 shares; 2024Q4: 470,436 shares; 2025Q1: 489,624 shares; 2025Q2: 448,903 shares; 2025Q3: 461,309 shares; 2025Q4: 412,339 shares 412,339 $66M 0.07% -48,970 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,862 shares; 2024Q4: 306,004 shares; 2025Q1: 314,426 shares; 2025Q2: 285,377 shares; 2025Q3: 287,145 shares; 2025Q4: 266,873 shares 266,873 $65.9M 0.07% -20,272 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,845 shares; 2024Q4: 698,001 shares; 2025Q1: 1,929,590 shares; 2025Q2: 2,079,940 shares; 2025Q3: 2,122,727 shares; 2025Q4: 2,021,112 shares 2,021,112 $65.8M 0.07% -101,615 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492,823 shares; 2024Q4: 1,555,539 shares; 2025Q1: 1,706,655 shares; 2025Q2: 1,867,209 shares; 2025Q3: 1,968,982 shares; 2025Q4: 1,998,489 shares 1,998,489 $65.8M 0.07% +29,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,843 shares; 2024Q4: 26,608 shares; 2025Q1: 1,225,583 shares; 2025Q2: 1,459,228 shares; 2025Q3: 1,517,775 shares; 2025Q4: 1,709,182 shares 1,709,182 $65.2M 0.07% +191,407 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,701 shares; 2024Q4: 278,365 shares; 2025Q1: 295,248 shares; 2025Q2: 289,752 shares; 2025Q3: 300,788 shares; 2025Q4: 296,820 shares 296,820 $65.2M 0.07% -3,968 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867,515 shares; 2024Q4: 1,917,145 shares; 2025Q1: 2,307,173 shares; 2025Q2: 2,440,406 shares; 2025Q3: 2,514,013 shares; 2025Q4: 1,401,558 shares 1,401,558 $65.2M 0.07% -1,112,455 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219,490 shares; 2024Q4: 2,849,470 shares; 2025Q1: 2,899,841 shares; 2025Q2: 2,772,131 shares; 2025Q3: 2,744,740 shares; 2025Q4: 2,611,610 shares 2,611,610 $65M 0.07% -133,130 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970,040 shares; 2024Q4: 933,828 shares; 2025Q1: 909,750 shares; 2025Q2: 900,317 shares; 2025Q3: 850,689 shares; 2025Q4: 816,732 shares 816,732 $64.5M 0.07% -33,957 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,705 shares; 2024Q4: 244,639 shares; 2025Q1: 194,905 shares; 2025Q2: 194,159 shares; 2025Q3: 191,242 shares; 2025Q4: 191,231 shares 191,231 $64.4M 0.07% -11 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,975 shares; 2024Q4: 72,408 shares; 2025Q1: 73,868 shares; 2025Q2: 74,028 shares; 2025Q3: 76,186 shares; 2025Q4: 78,367 shares 78,367 $64.3M 0.07% +2,181 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091,766 shares; 2024Q4: 1,257,243 shares; 2025Q1: 932,128 shares; 2025Q2: 859,702 shares; 2025Q3: 743,991 shares; 2025Q4: 685,135 shares 685,135 $64.1M 0.07% -58,856 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,336 shares; 2024Q4: 790,563 shares; 2025Q1: 742,320 shares; 2025Q2: 732,489 shares; 2025Q3: 745,685 shares; 2025Q4: 723,048 shares 723,048 $64M 0.07% -22,637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849,953 shares; 2024Q4: 819,119 shares; 2025Q1: 843,299 shares; 2025Q2: 841,875 shares; 2025Q3: 844,686 shares; 2025Q4: 1,440,912 shares 1,440,912 $63.9M 0.07% +596,226 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,582 shares; 2024Q4: 323,754 shares; 2025Q1: 333,113 shares; 2025Q2: 328,770 shares; 2025Q3: 336,849 shares; 2025Q4: 343,890 shares 343,890 $63.8M 0.07% +7,041 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,560 shares; 2024Q4: 743,345 shares; 2025Q1: 816,832 shares; 2025Q2: 1,229,193 shares; 2025Q3: 905,411 shares; 2025Q4: 960,223 shares 960,223 $63.8M 0.07% +54,812 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,360 shares; 2024Q4: 95,083 shares; 2025Q1: 70,634 shares; 2025Q2: 68,326 shares; 2025Q3: 71,180 shares; 2025Q4: 71,926 shares 71,926 $63.2M 0.07% +746 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,768 shares; 2024Q4: 710,775 shares; 2025Q1: 690,846 shares; 2025Q2: 678,845 shares; 2025Q3: 673,550 shares; 2025Q4: 671,199 shares 671,199 $63.2M 0.07% -2,351 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,486 shares; 2024Q4: 144,743 shares; 2025Q1: 172,158 shares; 2025Q2: 153,283 shares; 2025Q3: 1,174,277 shares; 2025Q4: 1,171,950 shares 1,171,950 $63.1M 0.07% -2,327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760,301 shares; 2024Q4: 1,805,964 shares; 2025Q1: 1,856,130 shares; 2025Q2: 1,652,547 shares; 2025Q3: 1,721,031 shares; 2025Q4: 1,755,275 shares 1,755,275 $63M 0.07% +34,244 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,264 shares; 2024Q4: 33,425 shares; 2025Q1: 35,366 shares; 2025Q2: 46,595 shares; 2025Q3: 47,973 shares; 2025Q4: 632,963 shares 632,963 $63M 0.07% +584,990 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,036 shares; 2024Q4: 165,911 shares; 2025Q1: 163,885 shares; 2025Q2: 162,712 shares; 2025Q3: 161,150 shares; 2025Q4: 156,488 shares 156,488 $63M 0.07% -4,662 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026,493 shares; 2025Q3: 1,718,625 shares; 2025Q4: 1,936,748 shares 1,936,748 $62.9M 0.07% +218,123 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,082 shares; 2024Q4: 669,578 shares; 2025Q1: 659,234 shares; 2025Q2: 663,611 shares; 2025Q3: 660,282 shares; 2025Q4: 629,217 shares 629,217 $62.8M 0.07% -31,065 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,014 shares; 2024Q4: 547,055 shares; 2025Q1: 683,386 shares; 2025Q2: 701,142 shares; 2025Q3: 590,577 shares; 2025Q4: 682,168 shares 682,168 $62.3M 0.07% +91,591 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,927 shares; 2024Q4: 259,290 shares; 2025Q1: 260,442 shares; 2025Q2: 250,745 shares; 2025Q3: 206,367 shares; 2025Q4: 199,500 shares 199,500 $62.3M 0.07% -6,867 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858,348 shares; 2024Q4: 834,629 shares; 2025Q1: 804,110 shares; 2025Q2: 799,605 shares; 2025Q3: 743,709 shares; 2025Q4: 703,183 shares 703,183 $61.4M 0.07% -40,526 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,837 shares; 2024Q4: 498,868 shares; 2025Q1: 473,418 shares; 2025Q2: 465,774 shares; 2025Q3: 463,217 shares; 2025Q4: 432,964 shares 432,964 $61.3M 0.07% -30,253 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,237 shares; 2024Q4: 441,142 shares; 2025Q1: 590,528 shares; 2025Q2: 1,074,765 shares; 2025Q3: 1,231,831 shares; 2025Q4: 747,057 shares 747,057 $61M 0.07% -484,774 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060,519 shares; 2024Q4: 2,141,838 shares; 2025Q1: 2,242,464 shares; 2025Q2: 2,290,978 shares; 2025Q3: 2,366,022 shares; 2025Q4: 2,420,156 shares 2,420,156 $60.9M 0.07% +54,134 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,132 shares; 2024Q4: 205,335 shares; 2025Q1: 227,664 shares; 2025Q2: 342,420 shares; 2025Q3: 438,039 shares; 2025Q4: 422,850 shares 422,850 $60.9M 0.07% -15,189 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028,965 shares; 2024Q4: 923,866 shares; 2025Q1: 930,470 shares; 2025Q2: 1,157,465 shares; 2025Q3: 1,176,117 shares; 2025Q4: 1,125,039 shares 1,125,039 $60.7M 0.07% -51,078 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750,301 shares; 2024Q4: 2,905,210 shares; 2025Q1: 2,716,884 shares; 2025Q2: 2,895,983 shares; 2025Q3: 3,261,881 shares; 2025Q4: 3,300,695 shares 3,300,695 $60.1M 0.07% +38,814 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,506 shares; 2024Q4: 772,967 shares; 2025Q1: 617,241 shares; 2025Q2: 604,739 shares; 2025Q3: 603,876 shares; 2025Q4: 578,478 shares 578,478 $59.9M 0.07% -25,398 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 2,357 shares; 2025Q1: 2,153 shares; 2025Q2: 2,615 shares; 2025Q3: 2,920 shares; 2025Q4: 450,066 shares 450,066 $59.8M 0.07% +447,146 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,266 shares; 2024Q4: 336,052 shares; 2025Q1: 494,398 shares; 2025Q2: 909,967 shares; 2025Q3: 1,013,492 shares; 2025Q4: 1,132,335 shares 1,132,335 $59.8M 0.07% +118,843 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828,144 shares; 2024Q4: 1,875,746 shares; 2025Q1: 1,862,835 shares; 2025Q2: 2,152,120 shares; 2025Q3: 2,126,661 shares; 2025Q4: 2,028,225 shares 2,028,225 $59.4M 0.06% -98,436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,785 shares; 2024Q4: 142,422 shares; 2025Q1: 144,564 shares; 2025Q2: 142,715 shares; 2025Q3: 144,741 shares; 2025Q4: 146,878 shares 146,878 $59.3M 0.06% +2,137 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195,896 shares; 2024Q4: 2,338,083 shares; 2025Q1: 2,545,950 shares; 2025Q2: 2,140,208 shares; 2025Q3: 2,379,046 shares; 2025Q4: 2,575,478 shares 2,575,478 $59M 0.06% +196,432 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,322 shares; 2024Q4: 12,404 shares; 2025Q1: 12,528 shares; 2025Q2: 75,791 shares; 2025Q3: 263,427 shares; 2025Q4: 303,580 shares 303,580 $58.8M 0.06% +40,153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599,852 shares; 2024Q4: 3,624,314 shares; 2025Q1: 3,048,760 shares; 2025Q2: 3,532,537 shares; 2025Q3: 3,975,414 shares; 2025Q4: 3,924,411 shares 3,924,411 $58.6M 0.06% -51,003 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,274 shares; 2024Q4: 37,173 shares; 2025Q1: 36,680 shares; 2025Q2: 48,102 shares; 2025Q3: 49,619 shares; 2025Q4: 48,097 shares 48,097 $58.4M 0.06% -1,522 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,899 shares; 2024Q4: 214,861 shares; 2025Q1: 282,016 shares; 2025Q2: 323,043 shares; 2025Q3: 323,060 shares; 2025Q4: 329,122 shares 329,122 $58.4M 0.06% +6,062 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,853 shares; 2024Q4: 274,845 shares; 2025Q1: 274,016 shares; 2025Q2: 278,646 shares; 2025Q3: 255,552 shares; 2025Q4: 488,852 shares 488,852 $58.4M 0.06% +233,300 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,901,891 shares; 2024Q4: 4,119,723 shares; 2025Q1: 4,605,468 shares; 2025Q2: 4,940,958 shares; 2025Q3: 1,216,655 shares; 2025Q4: 1,167,199 shares 1,167,199 $57.4M 0.06% -49,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,760 shares; 2024Q4: 375,115 shares; 2025Q1: 335,827 shares; 2025Q2: 308,602 shares; 2025Q3: 312,443 shares; 2025Q4: 310,894 shares 310,894 $57.4M 0.06% -1,549 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,781 shares; 2024Q4: 381,256 shares; 2025Q1: 424,984 shares; 2025Q2: 371,916 shares; 2025Q3: 388,201 shares; 2025Q4: 502,097 shares 502,097 $57.1M 0.06% +113,896 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,258 shares; 2024Q4: 837,896 shares; 2025Q1: 940,628 shares; 2025Q2: 1,046,064 shares; 2025Q3: 1,149,564 shares; 2025Q4: 1,210,171 shares 1,210,171 $57M 0.06% +60,607 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,416 shares; 2024Q4: 898,441 shares; 2025Q1: 873,178 shares; 2025Q2: 983,420 shares; 2025Q3: 1,021,928 shares; 2025Q4: 1,248,393 shares 1,248,393 $56.4M 0.06% +226,465 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,177 shares; 2024Q4: 554,974 shares; 2025Q1: 562,451 shares; 2025Q2: 562,920 shares; 2025Q3: 580,518 shares; 2025Q4: 581,188 shares 581,188 $56.3M 0.06% +670 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,845 shares; 2024Q4: 85,400 shares; 2025Q1: 1,332,525 shares; 2025Q2: 1,224,431 shares; 2025Q3: 1,190,096 shares; 2025Q4: 1,228,854 shares 1,228,854 $56M 0.06% +38,758 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,975 shares; 2024Q4: 123,592 shares; 2025Q1: 231,588 shares; 2025Q2: 871,805 shares; 2025Q3: 907,458 shares; 2025Q4: 1,057,006 shares 1,057,006 $55.9M 0.06% +149,548 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,304 shares; 2024Q4: 1,628,542 shares; 2025Q1: 1,578,868 shares; 2025Q2: 1,543,576 shares; 2025Q3: 1,552,021 shares; 2025Q4: 1,536,338 shares 1,536,338 $55.7M 0.06% -15,683 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,512 shares; 2024Q4: 390,496 shares; 2025Q1: 438,182 shares; 2025Q2: 398,083 shares; 2025Q3: 415,820 shares; 2025Q4: 423,207 shares 423,207 $55.7M 0.06% +7,387 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,904 shares 461,904 $55.4M 0.06% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,772 shares; 2024Q4: 365,905 shares; 2025Q1: 356,737 shares; 2025Q2: 389,200 shares; 2025Q3: 405,974 shares; 2025Q4: 413,513 shares 413,513 $54.7M 0.06% +7,539 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,951 shares; 2024Q4: 706,672 shares; 2025Q1: 931,956 shares; 2025Q2: 814,302 shares; 2025Q3: 754,961 shares; 2025Q4: 626,973 shares 626,973 $54.6M 0.06% -127,988 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,356 shares; 2024Q4: 360,701 shares; 2025Q1: 359,575 shares; 2025Q2: 349,052 shares; 2025Q3: 370,114 shares; 2025Q4: 351,387 shares 351,387 $54.5M 0.06% -18,727 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,911 shares; 2024Q4: 616,626 shares; 2025Q1: 607,322 shares; 2025Q2: 585,106 shares; 2025Q3: 580,137 shares; 2025Q4: 579,005 shares 579,005 $54.4M 0.06% -1,132 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,306 shares; 2024Q4: 409,850 shares; 2025Q1: 992,131 shares; 2025Q2: 1,141,109 shares; 2025Q3: 1,209,499 shares; 2025Q4: 1,378,943 shares 1,378,943 $54.4M 0.06% +169,444 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,511 shares; 2024Q4: 1,563,204 shares; 2025Q1: 1,000,820 shares; 2025Q2: 1,082,412 shares; 2025Q3: 1,076,968 shares; 2025Q4: 1,068,293 shares 1,068,293 $54.3M 0.06% -8,675 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,429 shares; 2024Q4: 247,860 shares; 2025Q1: 699,097 shares; 2025Q2: 736,843 shares; 2025Q3: 788,502 shares; 2025Q4: 1,062,461 shares 1,062,461 $53.7M 0.06% +273,959 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,652 shares; 2024Q4: 775,612 shares; 2025Q1: 731,912 shares; 2025Q2: 727,710 shares; 2025Q3: 707,588 shares; 2025Q4: 691,409 shares 691,409 $53.6M 0.06% -16,179 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,946 shares; 2024Q4: 105,584 shares; 2025Q1: 44,674 shares; 2025Q2: 102,425 shares; 2025Q3: 107,595 shares; 2025Q4: 137,244 shares 137,244 $53.4M 0.06% +29,649 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,022 shares; 2024Q4: 366,922 shares; 2025Q1: 379,538 shares; 2025Q2: 526,015 shares; 2025Q3: 476,914 shares; 2025Q4: 496,911 shares 496,911 $53M 0.06% +19,997 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349,573 shares; 2025Q3: 681,872 shares; 2025Q4: 690,816 shares 690,816 $53M 0.06% +8,944 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,495 shares; 2024Q4: 1,539,547 shares; 2025Q1: 1,586,857 shares; 2025Q2: 1,690,904 shares; 2025Q3: 1,837,904 shares; 2025Q4: 1,937,060 shares 1,937,060 $52.7M 0.06% +99,156 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262,250 shares; 2024Q4: 2,616,584 shares; 2025Q1: 2,781,634 shares; 2025Q2: 2,888,753 shares; 2025Q3: 3,005,236 shares; 2025Q4: 1,844,907 shares 1,844,907 $52.5M 0.06% -1,160,329 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800,193 shares 800,193 $52.4M 0.06% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,619 shares; 2024Q4: 362,856 shares; 2025Q1: 389,506 shares; 2025Q2: 401,789 shares; 2025Q3: 446,650 shares; 2025Q4: 474,523 shares 474,523 $52.3M 0.06% +27,873 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,847 shares; 2024Q4: 119,038 shares; 2025Q1: 130,911 shares; 2025Q2: 130,336 shares; 2025Q3: 130,266 shares; 2025Q4: 134,418 shares 134,418 $52.3M 0.06% +4,152 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,721 shares; 2024Q4: 353,361 shares; 2025Q1: 361,901 shares; 2025Q2: 344,820 shares; 2025Q3: 364,057 shares; 2025Q4: 368,628 shares 368,628 $52M 0.06% +4,571 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,710 shares; 2024Q4: 661,180 shares; 2025Q1: 682,801 shares; 2025Q2: 974,423 shares; 2025Q3: 1,110,415 shares; 2025Q4: 1,132,693 shares 1,132,693 $51.6M 0.06% +22,278 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,356 shares; 2024Q4: 74,633 shares; 2025Q1: 74,378 shares; 2025Q2: 92,235 shares; 2025Q3: 94,048 shares; 2025Q4: 106,756 shares 106,756 $51.3M 0.06% +12,708 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,935 shares; 2024Q4: 395,189 shares; 2025Q1: 419,395 shares; 2025Q2: 541,114 shares; 2025Q3: 577,682 shares; 2025Q4: 621,907 shares 621,907 $51.3M 0.06% +44,225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,953 shares; 2024Q4: 386,181 shares; 2025Q1: 289,677 shares; 2025Q2: 749,392 shares; 2025Q3: 767,749 shares; 2025Q4: 778,232 shares 778,232 $51.3M 0.06% +10,483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,703 shares; 2024Q4: 818,034 shares; 2025Q1: 852,607 shares; 2025Q2: 921,313 shares; 2025Q3: 1,338,794 shares; 2025Q4: 1,392,971 shares 1,392,971 $51.3M 0.06% +54,177 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,682 shares; 2024Q4: 766,344 shares; 2025Q1: 827,593 shares; 2025Q2: 902,048 shares; 2025Q3: 1,014,499 shares; 2025Q4: 1,064,474 shares 1,064,474 $51.2M 0.06% +49,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,634 shares; 2024Q4: 449,665 shares; 2025Q1: 426,970 shares; 2025Q2: 543,236 shares; 2025Q3: 554,960 shares; 2025Q4: 551,572 shares 551,572 $51.1M 0.06% -3,388 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,234 shares; 2024Q4: 156,519 shares; 2025Q1: 160,406 shares; 2025Q2: 169,178 shares; 2025Q3: 173,341 shares; 2025Q4: 175,484 shares 175,484 $50.9M 0.06% +2,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,494 shares; 2024Q4: 608,450 shares; 2025Q1: 796,644 shares; 2025Q2: 844,422 shares; 2025Q3: 969,422 shares; 2025Q4: 1,014,703 shares 1,014,703 $50.8M 0.06% +45,281 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426,601 shares; 2024Q4: 1,855,633 shares; 2025Q1: 1,925,231 shares; 2025Q2: 1,981,759 shares; 2025Q3: 2,146,797 shares; 2025Q4: 2,292,925 shares 2,292,925 $50.6M 0.06% +146,128 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,603 shares; 2024Q4: 170,462 shares; 2025Q1: 161,214 shares; 2025Q2: 205,148 shares; 2025Q3: 186,508 shares; 2025Q4: 175,683 shares 175,683 $50.5M 0.06% -10,825 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,252 shares; 2024Q4: 525,993 shares; 2025Q1: 503,853 shares; 2025Q2: 521,577 shares; 2025Q3: 522,195 shares; 2025Q4: 522,393 shares 522,393 $50.3M 0.06% +198 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,496 shares; 2024Q4: 600,772 shares; 2025Q1: 593,394 shares; 2025Q2: 584,428 shares; 2025Q3: 581,406 shares; 2025Q4: 567,022 shares 567,022 $50.3M 0.05% -14,384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626,374 shares; 2025Q1: 1,119,585 shares; 2025Q2: 1,164,996 shares; 2025Q3: 1,837,646 shares; 2025Q4: 2,021,817 shares 2,021,817 $50.1M 0.05% +184,171 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,234 shares; 2024Q4: 461,889 shares; 2025Q1: 454,244 shares; 2025Q2: 413,842 shares; 2025Q3: 431,538 shares; 2025Q4: 424,260 shares 424,260 $49.9M 0.05% -7,278 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,179 shares; 2024Q4: 1,400,539 shares; 2025Q1: 2,621,109 shares; 2025Q2: 2,856,335 shares; 2025Q3: 3,013,015 shares; 2025Q4: 2,447,058 shares 2,447,058 $49.5M 0.05% -565,957 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,563 shares; 2024Q4: 557,731 shares; 2025Q1: 548,819 shares; 2025Q2: 521,531 shares; 2025Q3: 519,980 shares; 2025Q4: 519,226 shares 519,226 $49.4M 0.05% -754 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,184 shares; 2024Q4: 133,167 shares; 2025Q1: 729,986 shares; 2025Q2: 786,215 shares; 2025Q3: 590,433 shares; 2025Q4: 542,526 shares 542,526 $49.4M 0.05% -47,907 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 9,793 shares; 2025Q1: 7,645 shares; 2025Q2: 8,762 shares; 2025Q3: 9,184 shares; 2025Q4: 9,141 shares 9,141 $49M 0.05% -43 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,636 shares; 2024Q4: 34,015 shares; 2025Q1: 31,444 shares; 2025Q2: 40,462 shares; 2025Q3: 37,089 shares; 2025Q4: 35,089 shares 35,089 $48.9M 0.05% -2,000 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747,545 shares 747,545 $48.9M 0.05% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709,264 shares; 2024Q4: 796,395 shares; 2025Q1: 835,765 shares; 2025Q2: 899,076 shares; 2025Q3: 904,374 shares; 2025Q4: 840,622 shares 840,622 $48.9M 0.05% -63,752 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,151 shares; 2024Q4: 976,233 shares; 2025Q1: 901,646 shares; 2025Q2: 963,793 shares; 2025Q3: 1,058,698 shares; 2025Q4: 1,038,086 shares 1,038,086 $48.6M 0.05% -20,612 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773,453 shares; 2024Q4: 2,773,655 shares; 2025Q1: 2,774,189 shares; 2025Q2: 2,979,764 shares; 2025Q3: 2,676,694 shares; 2025Q4: 2,679,980 shares 2,679,980 $48.6M 0.05% +3,286 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,033 shares; 2024Q4: 464,082 shares; 2025Q1: 506,047 shares; 2025Q2: 547,107 shares; 2025Q3: 563,677 shares; 2025Q4: 608,850 shares 608,850 $48.5M 0.05% +45,173 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,670 shares; 2024Q4: 141,874 shares; 2025Q1: 137,906 shares; 2025Q2: 137,918 shares; 2025Q3: 392,674 shares; 2025Q4: 590,842 shares 590,842 $48.5M 0.05% +198,168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705,858 shares; 2025Q3: 1,167,581 shares; 2025Q4: 1,251,256 shares 1,251,256 $48M 0.05% +83,675 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,551 shares; 2024Q4: 263,219 shares; 2025Q1: 230,081 shares; 2025Q2: 232,318 shares; 2025Q3: 233,263 shares; 2025Q4: 231,626 shares 231,626 $47.8M 0.05% -1,637 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,540 shares; 2024Q4: 368,625 shares; 2025Q1: 368,763 shares; 2025Q2: 359,065 shares; 2025Q3: 363,528 shares; 2025Q4: 369,586 shares 369,586 $47.7M 0.05% +6,058 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,793 shares; 2024Q4: 446,054 shares; 2025Q1: 485,726 shares; 2025Q2: 470,620 shares; 2025Q3: 439,855 shares; 2025Q4: 451,156 shares 451,156 $47.7M 0.05% +11,301 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,909 shares; 2024Q4: 58,346 shares; 2025Q1: 67,929 shares; 2025Q2: 82,040 shares; 2025Q3: 123,623 shares; 2025Q4: 308,378 shares 308,378 $47.2M 0.05% +184,755 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,591 shares; 2024Q4: 87,598 shares; 2025Q1: 94,069 shares; 2025Q2: 107,765 shares; 2025Q3: 129,059 shares; 2025Q4: 132,576 shares 132,576 $46.8M 0.05% +3,517 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,337 shares; 2024Q4: 301,485 shares; 2025Q1: 298,992 shares; 2025Q2: 313,543 shares; 2025Q3: 329,839 shares; 2025Q4: 331,560 shares 331,560 $46.8M 0.05% +1,721 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,194 shares; 2024Q4: 576,449 shares; 2025Q1: 581,668 shares; 2025Q2: 588,711 shares; 2025Q3: 593,580 shares; 2025Q4: 630,624 shares 630,624 $46.4M 0.05% +37,044 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,521 shares; 2024Q4: 81,642 shares; 2025Q1: 81,098 shares; 2025Q2: 77,299 shares; 2025Q3: 78,439 shares; 2025Q4: 81,355 shares 81,355 $46.4M 0.05% +2,916 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,603 shares; 2024Q4: 161,985 shares; 2025Q1: 229,387 shares; 2025Q2: 93,832 shares; 2025Q3: 668,288 shares; 2025Q4: 758,626 shares 758,626 $46.1M 0.05% +90,338 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235,780 shares; 2024Q4: 1,309,592 shares; 2025Q1: 1,363,195 shares; 2025Q2: 1,411,918 shares; 2025Q3: 1,624,281 shares; 2025Q4: 1,810,935 shares 1,810,935 $46.1M 0.05% +186,654 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188,328 shares; 2024Q4: 1,207,345 shares; 2025Q1: 1,237,300 shares; 2025Q2: 1,179,049 shares; 2025Q3: 1,209,483 shares; 2025Q4: 1,210,864 shares 1,210,864 $46M 0.05% +1,381 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,138 shares; 2024Q4: 98,315 shares; 2025Q1: 92,118 shares; 2025Q2: 89,462 shares; 2025Q3: 83,966 shares; 2025Q4: 80,146 shares 80,146 $46M 0.05% -3,820 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,508 shares; 2024Q4: 324,302 shares; 2025Q1: 317,442 shares; 2025Q2: 315,843 shares; 2025Q3: 309,468 shares; 2025Q4: 306,448 shares 306,448 $45.7M 0.05% -3,020 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158,262 shares; 2024Q4: 1,120,308 shares; 2025Q1: 1,065,867 shares; 2025Q2: 1,071,477 shares; 2025Q3: 1,031,823 shares; 2025Q4: 852,609 shares 852,609 $45.1M 0.05% -179,214 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,175 shares; 2024Q4: 62,319 shares; 2025Q1: 57,830 shares; 2025Q2: 57,936 shares; 2025Q3: 67,677 shares; 2025Q4: 67,952 shares 67,952 $45M 0.05% +275 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642,620 shares; 2024Q4: 3,664,814 shares; 2025Q1: 3,047,345 shares; 2025Q2: 3,061,082 shares; 2025Q3: 3,108,300 shares; 2025Q4: 2,719,258 shares 2,719,258 $44.8M 0.05% -389,042 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,597 shares; 2024Q4: 442,451 shares; 2025Q1: 452,054 shares; 2025Q2: 464,890 shares; 2025Q3: 473,484 shares; 2025Q4: 483,238 shares 483,238 $44.6M 0.05% +9,754 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,277 shares; 2024Q4: 239,802 shares; 2025Q1: 231,157 shares; 2025Q2: 228,257 shares; 2025Q3: 220,220 shares; 2025Q4: 217,304 shares 217,304 $44.5M 0.05% -2,916 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,145 shares; 2024Q4: 421,957 shares; 2025Q1: 503,280 shares; 2025Q2: 570,078 shares; 2025Q3: 596,433 shares; 2025Q4: 513,399 shares 513,399 $44M 0.05% -83,034 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077,488 shares; 2024Q4: 1,287,571 shares; 2025Q1: 1,325,087 shares; 2025Q2: 1,341,072 shares; 2025Q3: 1,447,030 shares; 2025Q4: 1,525,809 shares 1,525,809 $44M 0.05% +78,779 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,928,416 shares; 2025Q1: 1,927,666 shares; 2025Q2: 1,931,316 shares; 2025Q3: 1,931,721 shares; 2025Q4: 1,929,479 shares 1,929,479 $44M 0.05% -2,242 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400,628 shares; 2025Q2: 1,435,397 shares; 2025Q3: 1,573,208 shares; 2025Q4: 1,799,646 shares 1,799,646 $43.7M 0.05% +226,438 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,130 shares; 2024Q4: 805,517 shares; 2025Q1: 796,551 shares; 2025Q2: 771,747 shares; 2025Q3: 821,879 shares; 2025Q4: 810,139 shares 810,139 $43.2M 0.05% -11,740 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,721 shares; 2024Q4: 507,143 shares; 2025Q1: 507,608 shares; 2025Q2: 498,441 shares; 2025Q3: 532,989 shares; 2025Q4: 580,332 shares 580,332 $43M 0.05% +47,343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,961 shares; 2024Q4: 109,902 shares; 2025Q1: 119,114 shares; 2025Q2: 141,163 shares; 2025Q3: 140,275 shares; 2025Q4: 143,594 shares 143,594 $42.8M 0.05% +3,319 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,795 shares; 2024Q4: 3,912 shares; 2025Q1: 4,409 shares; 2025Q2: 176,111 shares; 2025Q3: 177,802 shares; 2025Q4: 543,240 shares 543,240 $42.8M 0.05% +365,438 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,372 shares; 2024Q4: 406,927 shares; 2025Q1: 390,490 shares; 2025Q2: 385,115 shares; 2025Q3: 369,748 shares; 2025Q4: 367,980 shares 367,980 $42.7M 0.05% -1,768 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,445 shares; 2024Q4: 295,612 shares; 2025Q1: 389,545 shares; 2025Q2: 586,686 shares; 2025Q3: 901,964 shares; 2025Q4: 858,078 shares 858,078 $42.6M 0.05% -43,886 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,321 shares; 2024Q4: 951,487 shares; 2025Q1: 419,997 shares; 2025Q2: 683,314 shares; 2025Q3: 723,647 shares; 2025Q4: 718,253 shares 718,253 $42.6M 0.05% -5,394 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690,512 shares; 2024Q4: 669,060 shares; 2025Q1: 666,447 shares; 2025Q2: 649,801 shares; 2025Q3: 626,428 shares; 2025Q4: 620,363 shares 620,363 $42.4M 0.05% -6,065 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,238 shares; 2024Q4: 268,333 shares; 2025Q1: 456,099 shares; 2025Q2: 490,576 shares; 2025Q3: 507,976 shares; 2025Q4: 992,281 shares 992,281 $42.4M 0.05% +484,305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,790 shares; 2024Q4: 115,380 shares; 2025Q1: 113,857 shares; 2025Q2: 109,265 shares; 2025Q3: 110,624 shares; 2025Q4: 106,491 shares 106,491 $42.3M 0.05% -4,133 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,630 shares; 2024Q4: 254,596 shares; 2025Q1: 272,988 shares; 2025Q2: 274,348 shares; 2025Q3: 316,078 shares; 2025Q4: 866,906 shares 866,906 $42.2M 0.05% +550,828 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,579 shares; 2025Q2: 15,215 shares; 2025Q3: 504,897 shares; 2025Q4: 562,143 shares 562,143 $42.1M 0.05% +57,246 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,774 shares; 2024Q4: 97,720 shares; 2025Q1: 95,415 shares; 2025Q2: 93,102 shares; 2025Q3: 89,686 shares; 2025Q4: 94,101 shares 94,101 $41.8M 0.05% +4,415 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269,239 shares; 2024Q4: 1,395,420 shares; 2025Q1: 1,452,451 shares; 2025Q2: 1,496,784 shares; 2025Q3: 1,628,787 shares; 2025Q4: 1,771,313 shares 1,771,313 $41.5M 0.05% +142,526 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,459 shares; 2024Q4: 287,811 shares; 2025Q1: 308,779 shares; 2025Q2: 339,758 shares; 2025Q3: 329,129 shares; 2025Q4: 375,598 shares 375,598 $41.4M 0.05% +46,469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004,497 shares; 2024Q4: 1,163,960 shares; 2025Q1: 1,270,735 shares; 2025Q2: 1,319,358 shares; 2025Q3: 1,441,238 shares; 2025Q4: 1,510,212 shares 1,510,212 $41.1M 0.04% +68,974 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,621 shares; 2024Q4: 10,516 shares; 2025Q1: 1,685,123 shares; 2025Q2: 1,681,781 shares; 2025Q3: 1,682,711 shares; 2025Q4: 1,199,921 shares 1,199,921 $41M 0.04% -482,790 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,012 shares; 2024Q4: 999,722 shares; 2025Q1: 862,480 shares; 2025Q2: 838,215 shares; 2025Q3: 840,845 shares; 2025Q4: 809,819 shares 809,819 $40.9M 0.04% -31,026 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,219 shares; 2024Q4: 311,900 shares; 2025Q1: 337,380 shares; 2025Q2: 340,770 shares; 2025Q3: 361,926 shares; 2025Q4: 405,523 shares 405,523 $40.7M 0.04% +43,597 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,118 shares; 2024Q4: 384,516 shares; 2025Q1: 393,762 shares; 2025Q2: 467,346 shares; 2025Q3: 452,685 shares; 2025Q4: 323,020 shares 323,020 $40.6M 0.04% -129,665 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,116,583 shares; 2025Q3: 1,138,764 shares; 2025Q4: 927,066 shares 927,066 $40.4M 0.04% -211,698 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,090 shares; 2024Q4: 129,794 shares; 2025Q1: 127,697 shares; 2025Q2: 129,280 shares; 2025Q3: 118,624 shares; 2025Q4: 118,978 shares 118,978 $40.2M 0.04% +354 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,158 shares; 2024Q4: 61,226 shares; 2025Q1: 60,282 shares; 2025Q2: 60,455 shares; 2025Q3: 60,268 shares; 2025Q4: 49,262 shares 49,262 $39.9M 0.04% -11,006 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860,099 shares; 2024Q4: 773,904 shares; 2025Q1: 856,927 shares; 2025Q2: 863,850 shares; 2025Q3: 816,030 shares; 2025Q4: 1,384,810 shares 1,384,810 $39.7M 0.04% +568,780 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,900 shares; 2024Q4: 252,291 shares; 2025Q1: 230,649 shares; 2025Q2: 239,810 shares; 2025Q3: 237,672 shares; 2025Q4: 244,526 shares 244,526 $39.6M 0.04% +6,854 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,980 shares; 2024Q4: 415,630 shares; 2025Q1: 107,588 shares; 2025Q2: 106,863 shares; 2025Q3: 119,097 shares; 2025Q4: 272,141 shares 272,141 $39.4M 0.04% +153,044 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,817 shares; 2024Q4: 647,394 shares; 2025Q1: 660,627 shares; 2025Q2: 517,930 shares; 2025Q3: 456,197 shares; 2025Q4: 448,708 shares 448,708 $39.3M 0.04% -7,489 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,723 shares; 2024Q4: 51,264 shares; 2025Q1: 51,241 shares; 2025Q2: 53,116 shares; 2025Q3: 256,742 shares; 2025Q4: 340,951 shares 340,951 $39.2M 0.04% +84,209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,321 shares; 2024Q4: 456,572 shares; 2025Q1: 455,578 shares; 2025Q2: 389,704 shares; 2025Q3: 420,531 shares; 2025Q4: 419,789 shares 419,789 $39M 0.04% -742 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,048 shares; 2024Q4: 225,119 shares; 2025Q1: 243,019 shares; 2025Q2: 249,712 shares; 2025Q3: 249,984 shares; 2025Q4: 418,859 shares 418,859 $39M 0.04% +168,875 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,910 shares; 2024Q4: 244,557 shares; 2025Q1: 239,824 shares; 2025Q2: 235,186 shares; 2025Q3: 247,785 shares; 2025Q4: 222,857 shares 222,857 $38.8M 0.04% -24,928 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,812 shares; 2024Q4: 954,457 shares; 2025Q1: 963,930 shares; 2025Q2: 933,080 shares; 2025Q3: 1,001,267 shares; 2025Q4: 1,177,609 shares 1,177,609 $38.5M 0.04% +176,342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,434 shares; 2024Q4: 114,708 shares; 2025Q1: 114,073 shares; 2025Q2: 92,124 shares; 2025Q3: 71,358 shares; 2025Q4: 63,647 shares 63,647 $38.5M 0.04% -7,711 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,108 shares; 2024Q4: 440,844 shares; 2025Q1: 517,577 shares; 2025Q2: 523,311 shares; 2025Q3: 503,141 shares; 2025Q4: 491,376 shares 491,376 $38.3M 0.04% -11,765 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,600 shares; 2024Q4: 174,872 shares; 2025Q1: 174,082 shares; 2025Q2: 166,651 shares; 2025Q3: 167,273 shares; 2025Q4: 153,857 shares 153,857 $37.9M 0.04% -13,416 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,860 shares; 2024Q4: 239,735 shares; 2025Q1: 244,967 shares; 2025Q2: 244,870 shares; 2025Q3: 235,696 shares; 2025Q4: 237,638 shares 237,638 $37.8M 0.04% +1,942 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,217 shares; 2024Q4: 148,007 shares; 2025Q1: 179,543 shares; 2025Q2: 189,059 shares; 2025Q3: 195,957 shares; 2025Q4: 174,700 shares 174,700 $37.5M 0.04% -21,257 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,103 shares; 2024Q4: 568,946 shares; 2025Q1: 768,330 shares; 2025Q2: 741,270 shares; 2025Q3: 749,278 shares; 2025Q4: 784,502 shares 784,502 $37.5M 0.04% +35,224 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,263 shares; 2024Q4: 47,705 shares; 2025Q1: 47,813 shares; 2025Q2: 58,283 shares; 2025Q3: 59,391 shares; 2025Q4: 59,965 shares 59,965 $37.3M 0.04% +574 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,121 shares; 2024Q4: 88,939 shares; 2025Q1: 112,614 shares; 2025Q2: 126,470 shares; 2025Q3: 132,493 shares; 2025Q4: 133,573 shares 133,573 $37.3M 0.04% +1,080 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,981 shares; 2024Q4: 237,920 shares; 2025Q1: 234,487 shares; 2025Q2: 228,427 shares; 2025Q3: 256,145 shares; 2025Q4: 273,532 shares 273,532 $37M 0.04% +17,387 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,294 shares; 2024Q4: 379,243 shares; 2025Q1: 325,449 shares; 2025Q2: 358,135 shares; 2025Q3: 321,371 shares; 2025Q4: 315,793 shares 315,793 $36.8M 0.04% -5,578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,171 shares; 2024Q4: 292,701 shares; 2025Q1: 299,534 shares; 2025Q2: 294,604 shares; 2025Q3: 313,601 shares; 2025Q4: 338,574 shares 338,574 $36.8M 0.04% +24,973 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,210 shares; 2024Q4: 109,337 shares; 2025Q1: 111,552 shares; 2025Q2: 117,588 shares; 2025Q3: 117,965 shares; 2025Q4: 118,976 shares 118,976 $36.8M 0.04% +1,011 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,348 shares; 2024Q4: 400,713 shares; 2025Q1: 376,081 shares; 2025Q2: 358,238 shares; 2025Q3: 397,747 shares; 2025Q4: 366,607 shares 366,607 $36.6M 0.04% -31,140 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883,454 shares; 2024Q4: 836,872 shares; 2025Q1: 899,783 shares; 2025Q2: 971,062 shares; 2025Q3: 1,058,006 shares; 2025Q4: 1,101,440 shares 1,101,440 $36.4M 0.04% +43,434 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,105 shares; 2024Q4: 121,431 shares; 2025Q1: 120,105 shares; 2025Q2: 119,891 shares; 2025Q3: 116,649 shares; 2025Q4: 112,310 shares 112,310 $36.3M 0.04% -4,339 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 12,756 shares; 2025Q1: 26,750 shares; 2025Q2: 28,972 shares; 2025Q3: 61,990 shares; 2025Q4: 182,535 shares 182,535 $36.1M 0.04% +120,545 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,279 shares; 2024Q4: 118,250 shares; 2025Q1: 103,586 shares; 2025Q2: 114,302 shares; 2025Q3: 109,745 shares; 2025Q4: 114,009 shares 114,009 $35.9M 0.04% +4,264 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,519 shares; 2024Q4: 210,107 shares; 2025Q1: 197,262 shares; 2025Q2: 320,957 shares; 2025Q3: 324,942 shares; 2025Q4: 339,459 shares 339,459 $35.6M 0.04% +14,517 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,698 shares; 2025Q2: 317,140 shares; 2025Q3: 656,608 shares; 2025Q4: 1,135,695 shares 1,135,695 $35.6M 0.04% +479,087 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,025 shares; 2024Q4: 30,302 shares; 2025Q1: 31,273 shares; 2025Q2: 43,787 shares; 2025Q3: 45,731 shares; 2025Q4: 46,087 shares 46,087 $35.6M 0.04% +356 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,702 shares; 2024Q4: 171,888 shares; 2025Q1: 172,630 shares; 2025Q2: 218,787 shares; 2025Q3: 176,772 shares; 2025Q4: 161,763 shares 161,763 $35.5M 0.04% -15,009 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872,018 shares; 2024Q4: 942,501 shares; 2025Q1: 881,398 shares; 2025Q2: 807,103 shares; 2025Q3: 835,048 shares; 2025Q4: 752,637 shares 752,637 $35.4M 0.04% -82,411 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786,901 shares; 2024Q4: 785,322 shares; 2025Q1: 862,893 shares; 2025Q2: 860,661 shares; 2025Q3: 829,400 shares; 2025Q4: 827,262 shares 827,262 $35.2M 0.04% -2,138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,258 shares; 2024Q4: 204,612 shares; 2025Q1: 274,756 shares; 2025Q2: 348,240 shares; 2025Q3: 436,450 shares; 2025Q4: 492,718 shares 492,718 $35.2M 0.04% +56,268 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,308,481 shares; 2024Q4: 1,146,501 shares; 2025Q1: 1,188,940 shares; 2025Q2: 1,185,449 shares; 2025Q3: 1,231,845 shares; 2025Q4: 1,271,105 shares 1,271,105 $34.9M 0.04% +39,260 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,446 shares; 2024Q4: 62,672 shares; 2025Q1: 20,746 shares; 2025Q2: 76,373 shares; 2025Q3: 55,484 shares; 2025Q4: 251,672 shares 251,672 $34.8M 0.04% +196,188 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,628 shares; 2024Q4: 150,220 shares; 2025Q1: 151,681 shares; 2025Q2: 120,371 shares; 2025Q3: 118,439 shares; 2025Q4: 115,601 shares 115,601 $34.8M 0.04% -2,838 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,139 shares; 2024Q4: 489,861 shares; 2025Q1: 446,458 shares; 2025Q2: 454,601 shares; 2025Q3: 452,011 shares; 2025Q4: 486,297 shares 486,297 $34.7M 0.04% +34,286 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,860 shares; 2024Q4: 235,353 shares; 2025Q1: 237,841 shares; 2025Q2: 242,660 shares; 2025Q3: 253,203 shares; 2025Q4: 251,375 shares 251,375 $34.7M 0.04% -1,828 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,258 shares; 2024Q4: 583,798 shares; 2025Q1: 650,661 shares; 2025Q2: 651,649 shares; 2025Q3: 650,328 shares; 2025Q4: 639,183 shares 639,183 $34.5M 0.04% -11,145 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,519 shares; 2024Q4: 158,599 shares; 2025Q1: 159,909 shares; 2025Q2: 141,504 shares; 2025Q3: 168,949 shares; 2025Q4: 176,121 shares 176,121 $34.2M 0.04% +7,172 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,713 shares; 2024Q4: 222,310 shares; 2025Q1: 214,585 shares; 2025Q2: 190,142 shares; 2025Q3: 212,467 shares; 2025Q4: 210,434 shares 210,434 $34.2M 0.04% -2,033 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,018 shares; 2024Q4: 278,055 shares; 2025Q1: 281,585 shares; 2025Q2: 270,830 shares; 2025Q3: 270,922 shares; 2025Q4: 310,144 shares 310,144 $34.1M 0.04% +39,222 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070,732 shares; 2025Q2: 1,080,952 shares; 2025Q3: 1,252,219 shares; 2025Q4: 1,396,686 shares 1,396,686 $33.8M 0.04% +144,467 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,127 shares; 2024Q4: 57,587 shares; 2025Q1: 94,253 shares; 2025Q2: 170,465 shares; 2025Q3: 243,400 shares; 2025Q4: 282,662 shares 282,662 $33.7M 0.04% +39,262 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,422 shares; 2024Q4: 350,658 shares; 2025Q1: 549,979 shares; 2025Q2: 578,554 shares; 2025Q3: 615,488 shares; 2025Q4: 696,646 shares 696,646 $33.6M 0.04% +81,158 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,034 shares; 2024Q4: 161,353 shares; 2025Q1: 177,467 shares; 2025Q2: 177,586 shares; 2025Q3: 200,575 shares; 2025Q4: 207,714 shares 207,714 $33.4M 0.04% +7,139 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,941 shares; 2024Q4: 230,868 shares; 2025Q1: 255,690 shares; 2025Q2: 268,109 shares; 2025Q3: 355,598 shares; 2025Q4: 358,263 shares 358,263 $33.2M 0.04% +2,665 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,903 shares; 2024Q4: 657,541 shares; 2025Q1: 770,012 shares; 2025Q2: 747,083 shares; 2025Q3: 866,124 shares; 2025Q4: 797,035 shares 797,035 $32.9M 0.04% -69,089 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,538 shares; 2024Q4: 616,179 shares; 2025Q1: 614,313 shares; 2025Q2: 457,907 shares; 2025Q3: 347,465 shares; 2025Q4: 358,084 shares 358,084 $32.8M 0.04% +10,619 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,663 shares; 2025Q1: 13,422 shares; 2025Q2: 7,945 shares; 2025Q3: 313,359 shares; 2025Q4: 427,755 shares 427,755 $32.5M 0.04% +114,396 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,872 shares; 2024Q4: 510,444 shares; 2025Q1: 485,867 shares; 2025Q2: 477,999 shares; 2025Q3: 424,694 shares; 2025Q4: 396,827 shares 396,827 $32.5M 0.04% -27,867 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,011 shares; 2024Q4: 780,499 shares; 2025Q1: 789,679 shares; 2025Q2: 784,566 shares; 2025Q3: 793,136 shares; 2025Q4: 875,074 shares 875,074 $32.3M 0.04% +81,938 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,220 shares; 2024Q4: 244,064 shares; 2025Q1: 237,394 shares; 2025Q2: 240,515 shares; 2025Q3: 332,205 shares; 2025Q4: 235,326 shares 235,326 $32.2M 0.04% -96,879 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,504 shares; 2024Q4: 406,906 shares; 2025Q1: 410,696 shares; 2025Q2: 429,265 shares; 2025Q3: 523,132 shares; 2025Q4: 564,160 shares 564,160 $32.1M 0.04% +41,028 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 24,395 shares; 2025Q1: 22,371 shares; 2025Q2: 326,209 shares; 2025Q3: 349,361 shares; 2025Q4: 350,303 shares 350,303 $32M 0.03% +942 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,423 shares; 2024Q4: 452,219 shares; 2025Q1: 499,521 shares; 2025Q2: 479,686 shares; 2025Q3: 514,214 shares; 2025Q4: 544,347 shares 544,347 $31.9M 0.03% +30,133 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,229 shares; 2024Q4: 104,763 shares; 2025Q1: 104,606 shares; 2025Q2: 103,236 shares; 2025Q3: 416,093 shares; 2025Q4: 470,538 shares 470,538 $31.7M 0.03% +54,445 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988,144 shares; 2024Q4: 915,529 shares; 2025Q1: 908,089 shares; 2025Q2: 942,664 shares; 2025Q3: 938,826 shares; 2025Q4: 932,682 shares 932,682 $31.5M 0.03% -6,144 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,601 shares; 2024Q4: 344,966 shares; 2025Q1: 312,295 shares; 2025Q2: 190,083 shares; 2025Q3: 172,142 shares; 2025Q4: 161,343 shares 161,343 $31.3M 0.03% -10,799 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,316 shares; 2024Q4: 762,651 shares; 2025Q1: 861,980 shares; 2025Q2: 860,301 shares; 2025Q3: 815,770 shares; 2025Q4: 709,752 shares 709,752 $31.3M 0.03% -106,018 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,015 shares; 2024Q4: 648,253 shares; 2025Q1: 697,916 shares; 2025Q2: 666,635 shares; 2025Q3: 2,529,267 shares; 2025Q4: 2,298,330 shares 2,298,330 $31.2M 0.03% -230,937 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524,479 shares; 2024Q4: 1,290,038 shares; 2025Q1: 1,175,447 shares; 2025Q2: 1,164,926 shares; 2025Q3: 1,210,390 shares; 2025Q4: 1,249,750 shares 1,249,750 $31.2M 0.03% +39,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447,106 shares; 2025Q2: 490,517 shares; 2025Q3: 527,626 shares; 2025Q4: 550,196 shares 550,196 $31M 0.03% +22,570 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,917,933 shares 1,917,933 $30.8M 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,113 shares; 2024Q4: 163,698 shares; 2025Q1: 222,485 shares; 2025Q2: 217,781 shares; 2025Q3: 215,702 shares; 2025Q4: 218,545 shares 218,545 $30.8M 0.03% +2,843 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,123 shares; 2024Q4: 553,929 shares; 2025Q1: 188,419 shares; 2025Q2: 2,209,963 shares; 2025Q3: 2,296,812 shares; 2025Q4: 2,326,173 shares 2,326,173 $30.8M 0.03% +29,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,696 shares; 2024Q4: 115,624 shares; 2025Q1: 350,027 shares; 2025Q2: 365,093 shares; 2025Q3: 353,884 shares; 2025Q4: 327,165 shares 327,165 $30.8M 0.03% -26,719 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,785 shares; 2024Q4: 306,881 shares; 2025Q1: 365,815 shares; 2025Q2: 350,447 shares; 2025Q3: 208,547 shares; 2025Q4: 319,880 shares 319,880 $30.8M 0.03% +111,333 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,328 shares; 2024Q4: 174,396 shares; 2025Q1: 177,025 shares; 2025Q2: 182,516 shares; 2025Q3: 185,449 shares; 2025Q4: 173,535 shares 173,535 $30.5M 0.03% -11,914 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,312 shares; 2024Q4: 484,724 shares; 2025Q1: 573,801 shares; 2025Q2: 607,697 shares; 2025Q3: 515,103 shares; 2025Q4: 521,252 shares 521,252 $30.4M 0.03% +6,149 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,699 shares; 2024Q4: 569,145 shares; 2025Q1: 599,669 shares; 2025Q2: 613,385 shares; 2025Q3: 633,867 shares; 2025Q4: 643,205 shares 643,205 $30.2M 0.03% +9,338 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,306 shares; 2024Q4: 258,328 shares; 2025Q1: 250,001 shares; 2025Q2: 295,223 shares; 2025Q3: 380,571 shares; 2025Q4: 575,410 shares 575,410 $30.2M 0.03% +194,839 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,655 shares; 2024Q4: 393,133 shares; 2025Q1: 399,740 shares; 2025Q2: 427,464 shares; 2025Q3: 399,971 shares; 2025Q4: 387,689 shares 387,689 $30.1M 0.03% -12,282 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,077 shares; 2024Q4: 235,386 shares; 2025Q1: 310,500 shares; 2025Q2: 287,453 shares; 2025Q3: 308,209 shares; 2025Q4: 304,332 shares 304,332 $29.9M 0.03% -3,877 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,851 shares; 2024Q4: 396,380 shares; 2025Q1: 406,398 shares; 2025Q2: 435,035 shares; 2025Q3: 434,491 shares; 2025Q4: 405,778 shares 405,778 $29.9M 0.03% -28,713 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,243 shares; 2024Q4: 220,327 shares; 2025Q1: 228,675 shares; 2025Q2: 252,265 shares; 2025Q3: 263,924 shares; 2025Q4: 307,185 shares 307,185 $29.8M 0.03% +43,261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725,473 shares; 2024Q4: 1,800,235 shares; 2025Q1: 1,993,652 shares; 2025Q2: 2,165,040 shares; 2025Q3: 2,342,321 shares; 2025Q4: 1,655,008 shares 1,655,008 $29.8M 0.03% -687,313 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,865 shares; 2024Q4: 275,164 shares; 2025Q1: 302,480 shares; 2025Q2: 279,087 shares; 2025Q3: 370,468 shares; 2025Q4: 589,850 shares 589,850 $29.8M 0.03% +219,382 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,981 shares; 2024Q4: 339,363 shares; 2025Q1: 364,932 shares; 2025Q2: 319,823 shares; 2025Q3: 323,328 shares; 2025Q4: 285,852 shares 285,852 $29.6M 0.03% -37,476 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,461 shares; 2024Q4: 409,817 shares; 2025Q1: 428,629 shares; 2025Q2: 382,305 shares; 2025Q3: 428,521 shares; 2025Q4: 551,679 shares 551,679 $29.5M 0.03% +123,158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,064 shares; 2024Q4: 83,807 shares; 2025Q1: 87,165 shares; 2025Q2: 96,069 shares; 2025Q3: 113,343 shares; 2025Q4: 109,285 shares 109,285 $29.4M 0.03% -4,058 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,984 shares; 2024Q4: 394,255 shares; 2025Q1: 407,894 shares; 2025Q2: 411,503 shares; 2025Q3: 408,983 shares; 2025Q4: 399,979 shares 399,979 $29.4M 0.03% -9,004 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675,977 shares; 2024Q4: 683,614 shares; 2025Q1: 671,497 shares; 2025Q2: 661,409 shares; 2025Q3: 639,952 shares; 2025Q4: 629,548 shares 629,548 $29.4M 0.03% -10,404 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,422 shares; 2024Q4: 630,625 shares; 2025Q1: 622,414 shares; 2025Q2: 636,720 shares; 2025Q3: 607,189 shares; 2025Q4: 612,618 shares 612,618 $29.3M 0.03% +5,429 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,284 shares; 2024Q4: 535,826 shares; 2025Q1: 571,754 shares; 2025Q2: 507,801 shares; 2025Q3: 509,766 shares; 2025Q4: 510,981 shares 510,981 $29.2M 0.03% +1,215 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 594,489 shares; 2025Q3: 1,022,098 shares; 2025Q4: 1,049,217 shares 1,049,217 $29.2M 0.03% +27,119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,033 shares; 2024Q4: 305,687 shares; 2025Q1: 313,804 shares; 2025Q2: 349,199 shares; 2025Q3: 366,122 shares; 2025Q4: 381,601 shares 381,601 $29.1M 0.03% +15,479 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,650 shares; 2024Q4: 415,087 shares; 2025Q1: 440,182 shares; 2025Q2: 837,201 shares; 2025Q3: 879,951 shares; 2025Q4: 881,077 shares 881,077 $29M 0.03% +1,126 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,586 shares; 2024Q4: 393,448 shares; 2025Q1: 383,373 shares; 2025Q2: 401,025 shares; 2025Q3: 360,983 shares; 2025Q4: 301,057 shares 301,057 $28.9M 0.03% -59,926 Timeline