AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,674,034 shares; 2024Q4: 14,134,239 shares; 2025Q1: 14,436,742 shares; 2025Q2: 15,727,127 shares 15,727,127 $3.23B 4.66% +1,290,385 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394,215 shares; 2024Q4: 4,536,926 shares; 2025Q1: 4,772,190 shares; 2025Q2: 4,959,031 shares 4,959,031 $3.08B 4.44% +186,841 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,082,830 shares; 2024Q4: 18,170,137 shares; 2025Q1: 18,947,765 shares; 2025Q2: 19,003,313 shares 19,003,313 $3B 4.33% +55,548 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368,891 shares; 2024Q4: 4,157,979 shares; 2025Q1: 4,318,000 shares; 2025Q2: 4,707,317 shares 4,707,317 $2.34B 3.38% +389,317 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,839,709 shares; 2024Q4: 28,664,739 shares; 2025Q1: 29,627,432 shares; 2025Q2: 30,654,506 shares 30,654,506 $1.75B 2.52% +1,027,074 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427,453 shares; 2024Q4: 4,538,997 shares; 2025Q1: 4,912,379 shares; 2025Q2: 5,266,121 shares 5,266,121 $1.16B 1.67% +353,742 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,376,582 shares; 2024Q4: 3,502,307 shares; 2025Q1: 3,597,171 shares; 2025Q2: 3,838,173 shares 3,838,173 $1.06B 1.53% +241,002 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,259,357 shares; 2024Q4: 7,968,950 shares; 2025Q1: 9,238,165 shares; 2025Q2: 9,817,500 shares 9,817,500 $974M 1.41% +579,335 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518,890 shares; 2024Q4: 2,679,863 shares; 2025Q1: 2,774,723 shares; 2025Q2: 3,130,571 shares 3,130,571 $907M 1.31% +355,848 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,410,701 shares; 2024Q4: 12,824,258 shares; 2025Q1: 13,678,865 shares; 2025Q2: 13,961,480 shares 13,961,480 $866M 1.25% +282,615 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245,152 shares; 2024Q4: 1,284,758 shares; 2025Q1: 1,332,527 shares; 2025Q2: 1,385,062 shares 1,385,062 $856M 1.23% +52,535 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888,385 shares; 2024Q4: 949,713 shares; 2025Q1: 1,014,466 shares; 2025Q2: 1,129,516 shares 1,129,516 $834M 1.2% +115,050 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048,234 shares; 2024Q4: 4,060,266 shares; 2025Q1: 4,482,765 shares; 2025Q2: 4,659,847 shares 4,659,847 $824M 1.19% +177,082 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632,338 shares; 2024Q4: 1,651,458 shares; 2025Q1: 1,745,935 shares; 2025Q2: 1,786,816 shares 1,786,816 $783M 1.13% +40,881 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,508,605 shares; 2024Q4: 8,774,559 shares; 2025Q1: 8,648,044 shares; 2025Q2: 8,983,504 shares 8,983,504 $750M 1.08% +335,460 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606,460 shares; 2024Q4: 3,743,694 shares; 2025Q1: 3,968,221 shares; 2025Q2: 4,096,516 shares 4,096,516 $722M 1.04% +128,295 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,385,409 shares; 2024Q4: 12,705,607 shares; 2025Q1: 13,009,043 shares; 2025Q2: 13,177,456 shares 13,177,456 $652M 0.94% +168,413 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,626 shares; 2024Q4: 982,519 shares; 2025Q1: 1,015,285 shares; 2025Q2: 1,060,981 shares 1,060,981 $585M 0.84% +45,696 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251,727 shares; 2024Q4: 9,718,320 shares; 2025Q1: 11,434,147 shares; 2025Q2: 12,555,562 shares 12,555,562 $580M 0.84% +1,121,415 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578,249 shares; 2024Q4: 1,589,665 shares; 2025Q1: 1,631,814 shares; 2025Q2: 1,774,182 shares 1,774,182 $539M 0.78% +142,368 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031,589 shares; 2024Q4: 1,052,104 shares; 2025Q1: 1,077,875 shares; 2025Q2: 1,093,676 shares 1,093,676 $531M 0.77% +15,801 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291,232 shares; 2024Q4: 17,176,803 shares; 2025Q1: 17,277,037 shares; 2025Q2: 17,810,580 shares 17,810,580 $520M 0.75% +533,543 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,765 shares; 2024Q4: 563,676 shares; 2025Q1: 591,403 shares; 2025Q2: 623,353 shares 623,353 $486M 0.7% +31,950 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344,922 shares; 2024Q4: 1,399,263 shares; 2025Q1: 1,548,750 shares; 2025Q2: 1,709,460 shares 1,709,460 $478M 0.69% +160,710 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632,660 shares; 2024Q4: 2,704,481 shares; 2025Q1: 2,879,222 shares; 2025Q2: 2,940,450 shares 2,940,450 $468M 0.68% +61,228 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228,680 shares; 2024Q4: 2,151,934 shares; 2025Q1: 1,409,395 shares; 2025Q2: 1,452,035 shares 1,452,035 $461M 0.67% +42,640 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,118 shares; 2024Q4: 757,409 shares; 2025Q1: 782,836 shares; 2025Q2: 810,912 shares 810,912 $461M 0.66% +28,076 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852,870 shares; 2024Q4: 6,175,049 shares; 2025Q1: 6,486,050 shares; 2025Q2: 7,090,503 shares 7,090,503 $426M 0.61% +604,453 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580,291 shares; 2024Q4: 3,728,779 shares; 2025Q1: 3,969,079 shares; 2025Q2: 4,186,456 shares 4,186,456 $409M 0.59% +217,377 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323,883 shares; 2024Q4: 1,411,338 shares; 2025Q1: 1,570,085 shares; 2025Q2: 1,709,529 shares 1,709,529 $405M 0.58% +139,444 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,299 shares; 2024Q4: 971,892 shares; 2025Q1: 1,018,551 shares; 2025Q2: 1,095,891 shares 1,095,891 $402M 0.58% +77,340 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758,438 shares; 2024Q4: 3,668,595 shares; 2025Q1: 3,662,628 shares; 2025Q2: 3,617,068 shares 3,617,068 $398M 0.57% -45,560 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,119 shares; 2024Q4: 356,151 shares; 2025Q1: 357,112 shares; 2025Q2: 393,957 shares 393,957 $390M 0.56% +36,845 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,072 shares; 2024Q4: 883,689 shares; 2025Q1: 926,384 shares; 2025Q2: 1,060,959 shares 1,060,959 $377M 0.54% +134,575 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354,619 shares; 2024Q4: 1,497,299 shares; 2025Q1: 1,587,297 shares; 2025Q2: 1,496,630 shares 1,496,630 $369M 0.53% -90,667 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,151 shares; 2024Q4: 309,637 shares; 2025Q1: 327,672 shares; 2025Q2: 357,817 shares 357,817 $368M 0.53% +30,145 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535,235 shares; 2024Q4: 1,656,972 shares; 2025Q1: 1,787,429 shares; 2025Q2: 2,050,428 shares 2,050,428 $364M 0.53% +262,999 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,389 shares; 2024Q4: 574,594 shares; 2025Q1: 577,867 shares; 2025Q2: 598,857 shares 598,857 $336M 0.49% +20,990 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857,165 shares; 2024Q4: 361,393 shares; 2025Q1: 2,121,606 shares; 2025Q2: 2,142,105 shares 2,142,105 $304M 0.44% +20,499 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,130 shares; 2024Q4: 914,380 shares; 2025Q1: 1,014,919 shares; 2025Q2: 1,037,140 shares 1,037,140 $290M 0.42% +22,221 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279,876 shares; 2024Q4: 1,429,938 shares; 2025Q1: 1,427,487 shares; 2025Q2: 1,407,483 shares 1,407,483 $288M 0.42% -20,004 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576,952 shares; 2024Q4: 1,615,121 shares; 2025Q1: 1,692,210 shares; 2025Q2: 1,793,476 shares 1,793,476 $274M 0.4% +101,266 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,866 shares; 2024Q4: 1,091,798 shares; 2025Q1: 1,121,737 shares; 2025Q2: 1,149,849 shares 1,149,849 $274M 0.4% +28,112 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958,301 shares; 2024Q4: 2,953,043 shares; 2025Q1: 2,926,968 shares; 2025Q2: 3,047,023 shares 3,047,023 $272M 0.39% +120,055 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607,868 shares; 2024Q4: 1,687,195 shares; 2025Q1: 1,682,137 shares; 2025Q2: 1,833,145 shares 1,833,145 $263M 0.38% +151,008 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,489 shares; 2024Q4: 1,072,872 shares; 2025Q1: 1,141,501 shares; 2025Q2: 1,181,996 shares 1,181,996 $258M 0.37% +40,495 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754,222 shares; 2024Q4: 1,819,147 shares; 2025Q1: 2,233,977 shares; 2025Q2: 2,357,497 shares 2,357,497 $254M 0.37% +123,520 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,161 shares; 2024Q4: 546,201 shares; 2025Q1: 563,439 shares; 2025Q2: 579,441 shares 579,441 $246M 0.36% +16,002 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659,047 shares; 2024Q4: 7,950,753 shares; 2025Q1: 8,247,544 shares; 2025Q2: 8,687,414 shares 8,687,414 $240M 0.35% +439,870 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369,092 shares; 2024Q4: 2,467,182 shares; 2025Q1: 2,547,371 shares; 2025Q2: 2,666,045 shares 2,666,045 $238M 0.34% +118,674 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,599 shares; 2024Q4: 740,287 shares; 2025Q1: 752,057 shares; 2025Q2: 805,741 shares 805,741 $235M 0.34% +53,684 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,326,538 shares; 2024Q4: 10,168,084 shares; 2025Q1: 9,874,440 shares; 2025Q2: 9,628,895 shares 9,628,895 $235M 0.34% -245,545 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,843 shares; 2024Q4: 401,051 shares; 2025Q1: 434,236 shares; 2025Q2: 460,099 shares 460,099 $234M 0.34% +25,863 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,311 shares; 2024Q4: 571,002 shares; 2025Q1: 584,416 shares; 2025Q2: 591,883 shares 591,883 $234M 0.34% +7,467 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653,518 shares; 2024Q4: 3,869,358 shares; 2025Q1: 4,154,818 shares; 2025Q2: 4,355,243 shares 4,355,243 $229M 0.33% +200,425 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 35 shares; 2025Q1: 274 shares; 2025Q2: 311 shares 311 $227M 0.33% +37 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,495 shares; 2024Q4: 53,648 shares; 2025Q1: 83,398 shares; 2025Q2: 425,950 shares 425,950 $225M 0.33% +342,552 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,746 shares; 2024Q4: 833,844 shares; 2025Q1: 871,685 shares; 2025Q2: 900,245 shares 900,245 $219M 0.32% +28,560 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106,232 shares; 2024Q4: 1,106,614 shares; 2025Q1: 1,096,426 shares; 2025Q2: 1,113,524 shares 1,113,524 $218M 0.31% +17,098 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057,190 shares; 2024Q4: 1,082,859 shares; 2025Q1: 1,110,497 shares; 2025Q2: 1,164,283 shares 1,164,283 $216M 0.31% +53,786 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521,446 shares; 2024Q4: 2,709,626 shares; 2025Q1: 2,806,549 shares; 2025Q2: 3,027,456 shares 3,027,456 $210M 0.3% +220,907 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318,259 shares; 2024Q4: 8,210,530 shares; 2025Q1: 8,235,659 shares; 2025Q2: 7,836,326 shares 7,836,326 $208M 0.3% -399,333 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,418 shares; 2024Q4: 1,000,678 shares; 2025Q1: 1,135,461 shares; 2025Q2: 1,099,433 shares 1,099,433 $205M 0.3% -36,028 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906,473 shares; 2024Q4: 1,868,578 shares; 2025Q1: 2,370,576 shares; 2025Q2: 2,120,179 shares 2,120,179 $203M 0.29% -250,397 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,902 shares; 2024Q4: 126,250 shares; 2025Q1: 138,540 shares; 2025Q2: 151,344 shares 151,344 $203M 0.29% +12,804 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705,736 shares; 2024Q4: 1,932,089 shares; 2025Q1: 1,987,573 shares; 2025Q2: 1,897,180 shares 1,897,180 $198M 0.29% -90,393 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673,320 shares; 2024Q4: 1,795,029 shares; 2025Q1: 2,738,173 shares; 2025Q2: 2,492,387 shares 2,492,387 $197M 0.28% -245,786 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518,971 shares; 2024Q4: 8,924,084 shares; 2025Q1: 8,900,370 shares; 2025Q2: 8,822,688 shares 8,822,688 $195M 0.28% -77,682 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743,125 shares; 2024Q4: 1,804,791 shares; 2025Q1: 1,748,838 shares; 2025Q2: 1,745,765 shares 1,745,765 $191M 0.28% -3,073 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,615 shares; 2024Q4: 2,212,272 shares; 2025Q1: 2,307,685 shares; 2025Q2: 2,414,125 shares 2,414,125 $187M 0.27% +106,440 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260,085 shares; 2024Q4: 1,273,383 shares; 2025Q1: 1,287,201 shares; 2025Q2: 1,348,554 shares 1,348,554 $183M 0.26% +61,353 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,559 shares; 2024Q4: 505,935 shares; 2025Q1: 508,740 shares; 2025Q2: 535,883 shares 535,883 $182M 0.26% +27,143 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160,593 shares; 2024Q4: 3,050,311 shares; 2025Q1: 2,888,439 shares; 2025Q2: 2,816,348 shares 2,816,348 $180M 0.26% -72,091 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572,261 shares; 2024Q4: 2,576,435 shares; 2025Q1: 2,807,491 shares; 2025Q2: 2,857,451 shares 2,857,451 $179M 0.26% +49,960 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934,577 shares; 2024Q4: 5,142,599 shares; 2025Q1: 4,495,888 shares; 2025Q2: 4,418,246 shares 4,418,246 $179M 0.26% -77,642 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908,540 shares; 2024Q4: 1,905,778 shares; 2025Q1: 2,007,756 shares; 2025Q2: 1,986,264 shares 1,986,264 $177M 0.26% -21,492 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,103 shares; 2024Q4: 359,268 shares; 2025Q1: 377,633 shares; 2025Q2: 399,446 shares 399,446 $175M 0.25% +21,813 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296,330 shares; 2024Q4: 1,318,519 shares; 2025Q1: 1,354,285 shares; 2025Q2: 1,390,390 shares 1,390,390 $172M 0.25% +36,105 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,051 shares; 2024Q4: 75,243 shares; 2025Q1: 299,204 shares; 2025Q2: 357,470 shares 357,470 $168M 0.24% +58,266 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,723 shares; 2024Q4: 656,303 shares; 2025Q1: 698,295 shares; 2025Q2: 776,800 shares 776,800 $161M 0.23% +78,505 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524,812 shares; 2024Q4: 2,998,344 shares; 2025Q1: 3,142,242 shares; 2025Q2: 3,258,439 shares 3,258,439 $160M 0.23% +116,197 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846,431 shares; 2024Q4: 2,070,959 shares; 2025Q1: 2,193,296 shares; 2025Q2: 2,301,923 shares 2,301,923 $160M 0.23% +108,627 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608,961 shares; 2024Q4: 1,639,655 shares; 2025Q1: 1,700,229 shares; 2025Q2: 1,735,279 shares 1,735,279 $160M 0.23% +35,050 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,480 shares; 2024Q4: 172,591 shares; 2025Q1: 558,158 shares; 2025Q2: 597,388 shares 597,388 $159M 0.23% +39,230 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,460 shares; 2024Q4: 46,334 shares; 2025Q1: 317,335 shares; 2025Q2: 506,026 shares 506,026 $156M 0.23% +188,691 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388,059 shares; 2024Q4: 2,368,661 shares; 2025Q1: 2,226,741 shares; 2025Q2: 2,123,820 shares 2,123,820 $154M 0.22% -102,921 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106,683 shares; 2024Q4: 1,115,921 shares; 2025Q1: 1,101,726 shares; 2025Q2: 1,114,306 shares 1,114,306 $150M 0.22% +12,580 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,630 shares; 2024Q4: 466,542 shares; 2025Q1: 475,805 shares; 2025Q2: 525,269 shares 525,269 $150M 0.22% +49,464 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578,928 shares; 2024Q4: 4,754,319 shares; 2025Q1: 4,837,213 shares; 2025Q2: 5,093,501 shares 5,093,501 $147M 0.21% +256,288 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,600 shares; 2024Q4: 143,217 shares; 2025Q1: 155,138 shares; 2025Q2: 160,817 shares 160,817 $144M 0.21% +5,679 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,044 shares; 2024Q4: 31,281 shares; 2025Q1: 1,130,628 shares; 2025Q2: 2,462,277 shares 2,462,277 $142M 0.2% +1,331,649 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,282 shares; 2024Q4: 359,504 shares; 2025Q1: 446,801 shares; 2025Q2: 472,467 shares 472,467 $139M 0.2% +25,666 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,125 shares; 2024Q4: 271,506 shares; 2025Q1: 441,820 shares; 2025Q2: 455,981 shares 455,981 $139M 0.2% +14,161 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,722 shares; 2024Q4: 556,618 shares; 2025Q1: 523,733 shares; 2025Q2: 546,443 shares 546,443 $138M 0.2% +22,710 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670,807 shares; 2024Q4: 708,805 shares; 2025Q1: 640,124 shares; 2025Q2: 627,185 shares 627,185 $135M 0.2% -12,939 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026,837 shares; 2024Q4: 3,131,016 shares; 2025Q1: 3,302,798 shares; 2025Q2: 3,186,775 shares 3,186,775 $135M 0.19% -116,023 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334,257 shares; 2024Q4: 3,300,768 shares; 2025Q1: 3,548,957 shares; 2025Q2: 3,744,938 shares 3,744,938 $134M 0.19% +195,981 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,359 shares; 2024Q4: 554,578 shares; 2025Q1: 598,389 shares; 2025Q2: 655,550 shares 655,550 $134M 0.19% +57,161 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,348 shares; 2024Q4: 554,952 shares; 2025Q1: 566,805 shares; 2025Q2: 583,642 shares 583,642 $134M 0.19% +16,837 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,139 shares; 2024Q4: 788,131 shares; 2025Q1: 837,332 shares; 2025Q2: 846,165 shares 846,165 $133M 0.19% +8,833 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,149 shares; 2024Q4: 1,169,659 shares; 2025Q1: 1,585,877 shares; 2025Q2: 1,987,532 shares 1,987,532 $133M 0.19% +401,655 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,032 shares; 2024Q4: 340,747 shares; 2025Q1: 356,853 shares; 2025Q2: 371,861 shares 371,861 $133M 0.19% +15,008 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306,823 shares; 2024Q4: 1,404,724 shares; 2025Q1: 1,480,383 shares; 2025Q2: 1,851,930 shares 1,851,930 $131M 0.19% +371,547 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,680 shares; 2024Q4: 1,083,908 shares; 2025Q1: 1,123,524 shares; 2025Q2: 1,152,322 shares 1,152,322 $130M 0.19% +28,798 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,287 shares; 2024Q4: 235,116 shares; 2025Q1: 272,168 shares; 2025Q2: 472,694 shares 472,694 $129M 0.19% +200,526 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009,530 shares; 2024Q4: 1,036,812 shares; 2025Q1: 1,071,017 shares; 2025Q2: 1,085,637 shares 1,085,637 $128M 0.18% +14,620 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539,654 shares; 2024Q4: 1,571,454 shares; 2025Q1: 1,614,483 shares; 2025Q2: 1,653,331 shares 1,653,331 $128M 0.18% +38,848 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709,370 shares; 2024Q4: 1,705,947 shares; 2025Q1: 787,538 shares; 2025Q2: 890,633 shares 890,633 $126M 0.18% +103,095 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,179 shares; 2024Q4: 610,598 shares; 2025Q1: 816,583 shares; 2025Q2: 920,207 shares 920,207 $125M 0.18% +103,624 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,247 shares; 2024Q4: 949,602 shares; 2025Q1: 993,065 shares; 2025Q2: 1,042,134 shares 1,042,134 $124M 0.18% +49,069 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156,821 shares; 2024Q4: 1,649,549 shares; 2025Q1: 2,419,330 shares; 2025Q2: 2,634,980 shares 2,634,980 $124M 0.18% +215,650 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,189 shares; 2024Q4: 1,075,496 shares; 2025Q1: 1,270,828 shares; 2025Q2: 1,285,569 shares 1,285,569 $123M 0.18% +14,741 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,911 shares; 2025Q1: 113,286 shares; 2025Q2: 114,563 shares 114,563 $120M 0.17% +1,277 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,544 shares; 2024Q4: 506,132 shares; 2025Q1: 430,869 shares; 2025Q2: 385,043 shares 385,043 $120M 0.17% -45,826 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,066 shares; 2024Q4: 153,037 shares; 2025Q1: 162,117 shares; 2025Q2: 169,438 shares 169,438 $120M 0.17% +7,321 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,936 shares; 2024Q4: 20,959 shares; 2025Q1: 19,831 shares; 2025Q2: 20,616 shares 20,616 $119M 0.17% +785 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480,181 shares; 2024Q4: 1,543,271 shares; 2025Q1: 1,570,807 shares; 2025Q2: 1,570,686 shares 1,570,686 $116M 0.17% -121 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,953 shares; 2024Q4: 231,214 shares; 2025Q1: 240,807 shares; 2025Q2: 295,642 shares 295,642 $115M 0.17% +54,835 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179,518 shares; 2024Q4: 1,166,670 shares; 2025Q1: 1,215,500 shares; 2025Q2: 1,205,188 shares 1,205,188 $113M 0.16% -10,312 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542,039 shares; 2024Q4: 3,627,357 shares; 2025Q1: 3,723,189 shares; 2025Q2: 3,672,150 shares 3,672,150 $113M 0.16% -51,039 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695,433 shares; 2024Q4: 727,396 shares; 2025Q1: 763,091 shares; 2025Q2: 790,806 shares 790,806 $111M 0.16% +27,715 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,063 shares; 2024Q4: 488,508 shares; 2025Q1: 497,975 shares; 2025Q2: 500,231 shares 500,231 $111M 0.16% +2,256 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276,664 shares; 2024Q4: 2,436,602 shares; 2025Q1: 2,876,620 shares; 2025Q2: 3,199,194 shares 3,199,194 $111M 0.16% +322,574 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299,451 shares; 2024Q4: 3,413,922 shares; 2025Q1: 3,764,583 shares; 2025Q2: 3,777,597 shares 3,777,597 $109M 0.16% +13,014 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,184 shares; 2024Q4: 926,656 shares; 2025Q1: 961,465 shares; 2025Q2: 813,453 shares 813,453 $107M 0.16% -148,012 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,849 shares; 2024Q4: 382,796 shares; 2025Q1: 377,318 shares; 2025Q2: 1,509,402 shares 1,509,402 $107M 0.15% +1,132,084 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,604 shares; 2024Q4: 419,204 shares; 2025Q1: 431,826 shares; 2025Q2: 445,756 shares 445,756 $104M 0.15% +13,930 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,853 shares; 2024Q4: 413,511 shares; 2025Q1: 433,160 shares; 2025Q2: 436,346 shares 436,346 $104M 0.15% +3,186 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,802 shares; 2024Q4: 469,145 shares; 2025Q1: 513,504 shares; 2025Q2: 555,382 shares 555,382 $102M 0.15% +41,878 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667,714 shares; 2024Q4: 1,749,116 shares; 2025Q1: 1,822,081 shares; 2025Q2: 1,933,939 shares 1,933,939 $101M 0.15% +111,858 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149,094 shares; 2024Q4: 2,133,630 shares; 2025Q1: 2,154,678 shares; 2025Q2: 2,129,124 shares 2,129,124 $101M 0.15% -25,554 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232,037 shares; 2024Q4: 3,996,283 shares; 2025Q1: 4,286,330 shares; 2025Q2: 4,217,210 shares 4,217,210 $100M 0.15% -69,120 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,421 shares; 2024Q4: 448,546 shares; 2025Q1: 460,802 shares; 2025Q2: 457,562 shares 457,562 $100M 0.14% -3,240 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750,225 shares; 2024Q4: 1,858,408 shares; 2025Q1: 1,890,320 shares; 2025Q2: 1,926,219 shares 1,926,219 $97.8M 0.14% +35,899 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,835 shares; 2024Q4: 492,338 shares; 2025Q1: 508,887 shares; 2025Q2: 502,838 shares 502,838 $97.7M 0.14% -6,049 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,765 shares; 2024Q4: 86,718 shares; 2025Q1: 100,335 shares; 2025Q2: 883,796 shares 883,796 $97.6M 0.14% +783,461 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,471 shares; 2024Q4: 457,960 shares; 2025Q1: 566,564 shares; 2025Q2: 587,936 shares 587,936 $96.7M 0.14% +21,372 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996,549 shares; 2025Q1: 874,389 shares; 2025Q2: 941,060 shares 941,060 $96.2M 0.14% +66,671 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,405 shares; 2024Q4: 620,713 shares; 2025Q1: 593,225 shares; 2025Q2: 576,937 shares 576,937 $96.1M 0.14% -16,288 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927,657 shares; 2025Q1: 950,812 shares; 2025Q2: 975,510 shares 975,510 $95M 0.14% +24,698 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,965 shares; 2024Q4: 222,948 shares; 2025Q1: 373,193 shares; 2025Q2: 417,466 shares 417,466 $94.6M 0.14% +44,273 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,603 shares; 2024Q4: 516,083 shares; 2025Q1: 530,304 shares; 2025Q2: 539,577 shares 539,577 $93M 0.13% +9,273 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,168 shares; 2024Q4: 360,403 shares; 2025Q1: 383,439 shares; 2025Q2: 404,593 shares 404,593 $91.9M 0.13% +21,154 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885,778 shares; 2024Q4: 1,547,456 shares; 2025Q1: 1,520,712 shares; 2025Q2: 1,877,604 shares 1,877,604 $90.6M 0.13% +356,892 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,347 shares; 2024Q4: 609,740 shares; 2025Q1: 848,804 shares; 2025Q2: 960,770 shares 960,770 $89.6M 0.13% +111,966 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304,037 shares; 2024Q4: 1,371,373 shares; 2025Q1: 1,437,554 shares; 2025Q2: 1,509,575 shares 1,509,575 $89.4M 0.13% +72,021 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,395 shares; 2024Q4: 363,088 shares; 2025Q1: 371,278 shares; 2025Q2: 399,542 shares 399,542 $88.3M 0.13% +28,264 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,069 shares; 2024Q4: 420,240 shares; 2025Q1: 435,333 shares; 2025Q2: 452,257 shares 452,257 $88.2M 0.13% +16,924 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,021 shares; 2024Q4: 746,761 shares; 2025Q1: 825,721 shares; 2025Q2: 870,411 shares 870,411 $87.9M 0.13% +44,690 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,584 shares; 2024Q4: 569,205 shares; 2025Q1: 618,411 shares; 2025Q2: 632,430 shares 632,430 $87.7M 0.13% +14,019 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,225 shares; 2024Q4: 264,481 shares; 2025Q1: 275,723 shares; 2025Q2: 293,165 shares 293,165 $87.6M 0.13% +17,442 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,962 shares; 2024Q4: 802,615 shares; 2025Q1: 829,783 shares; 2025Q2: 818,504 shares 818,504 $87M 0.13% -11,279 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570,544 shares; 2024Q4: 813,273 shares; 2025Q1: 762,265 shares; 2025Q2: 674,564 shares 674,564 $86.7M 0.13% -87,701 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370,311 shares; 2024Q4: 1,451,618 shares; 2025Q1: 1,625,663 shares; 2025Q2: 1,709,598 shares 1,709,598 $86.6M 0.12% +83,935 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247,925 shares; 2024Q4: 1,306,192 shares; 2025Q1: 1,331,582 shares; 2025Q2: 1,368,429 shares 1,368,429 $85.3M 0.12% +36,847 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,195 shares; 2024Q4: 490,154 shares; 2025Q1: 497,672 shares; 2025Q2: 528,285 shares 528,285 $84.1M 0.12% +30,613 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838,489 shares; 2024Q4: 826,203 shares; 2025Q1: 862,239 shares; 2025Q2: 866,336 shares 866,336 $82.7M 0.12% +4,097 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,268 shares; 2024Q4: 351,601 shares; 2025Q1: 373,009 shares; 2025Q2: 451,779 shares 451,779 $82.3M 0.12% +78,770 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,650 shares; 2024Q4: 311,375 shares; 2025Q1: 290,111 shares; 2025Q2: 410,487 shares 410,487 $81.1M 0.12% +120,376 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,434 shares; 2024Q4: 311,484 shares; 2025Q1: 325,328 shares; 2025Q2: 319,041 shares 319,041 $78.9M 0.11% -6,287 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688,315 shares; 2024Q4: 684,225 shares; 2025Q1: 691,375 shares; 2025Q2: 691,859 shares 691,859 $78.2M 0.11% +484 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,352 shares; 2024Q4: 49,898 shares; 2025Q1: 53,086 shares; 2025Q2: 98,996 shares 98,996 $78M 0.11% +45,910 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,938 shares; 2024Q4: 217,625 shares; 2025Q1: 244,167 shares; 2025Q2: 299,460 shares 299,460 $77.1M 0.11% +55,293 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,479 shares; 2024Q4: 80,489 shares; 2025Q1: 138,191 shares; 2025Q2: 145,965 shares 145,965 $76.9M 0.11% +7,774 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,169 shares; 2024Q4: 1,014,829 shares; 2025Q1: 1,120,544 shares; 2025Q2: 1,939,344 shares 1,939,344 $76.6M 0.11% +818,800 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865,778 shares; 2024Q4: 504,243 shares; 2025Q1: 506,552 shares; 2025Q2: 612,326 shares 612,326 $75.9M 0.11% +105,774 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326,270 shares; 2024Q4: 2,410,727 shares; 2025Q1: 2,459,006 shares; 2025Q2: 2,575,995 shares 2,575,995 $75.7M 0.11% +116,989 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,313 shares; 2024Q4: 773,979 shares; 2025Q1: 792,433 shares; 2025Q2: 1,120,321 shares 1,120,321 $75.6M 0.11% +327,888 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,333 shares; 2024Q4: 135,809 shares; 2025Q1: 146,597 shares; 2025Q2: 148,490 shares 148,490 $75.5M 0.11% +1,893 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,541 shares; 2024Q4: 129,461 shares; 2025Q1: 142,582 shares; 2025Q2: 146,659 shares 146,659 $75.2M 0.11% +4,077 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,673 shares; 2024Q4: 719,827 shares; 2025Q1: 727,123 shares; 2025Q2: 986,922 shares 986,922 $74.7M 0.11% +259,799 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,400 shares; 2024Q4: 362,519 shares; 2025Q1: 394,048 shares; 2025Q2: 406,144 shares 406,144 $73.8M 0.11% +12,096 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,833 shares; 2024Q4: 486,613 shares; 2025Q1: 488,759 shares; 2025Q2: 494,663 shares 494,663 $72M 0.1% +5,904 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454,287 shares; 2024Q4: 2,944,405 shares; 2025Q1: 2,940,431 shares; 2025Q2: 2,838,326 shares 2,838,326 $71.8M 0.1% -102,105 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,803 shares; 2024Q4: 532,347 shares; 2025Q1: 537,817 shares; 2025Q2: 538,670 shares 538,670 $71.8M 0.1% +853 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,320 shares; 2024Q4: 1,449,015 shares; 2025Q1: 1,557,435 shares; 2025Q2: 1,666,335 shares 1,666,335 $71.2M 0.1% +108,900 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,634 shares; 2024Q4: 98,349 shares; 2025Q1: 93,437 shares; 2025Q2: 94,047 shares 94,047 $70.9M 0.1% +610 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,705 shares; 2024Q4: 500,208 shares; 2025Q1: 530,701 shares; 2025Q2: 530,407 shares 530,407 $70.7M 0.1% -294 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,087 shares; 2024Q4: 531,391 shares; 2025Q1: 536,562 shares; 2025Q2: 527,924 shares 527,924 $70.2M 0.1% -8,638 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,520 shares; 2024Q4: 616,992 shares; 2025Q1: 975,582 shares; 2025Q2: 762,476 shares 762,476 $69.9M 0.1% -213,106 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,230 shares; 2024Q4: 450,952 shares; 2025Q1: 489,714 shares; 2025Q2: 1,101,967 shares 1,101,967 $69.1M 0.1% +612,253 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,675 shares; 2024Q4: 84,354 shares; 2025Q1: 439,725 shares; 2025Q2: 455,651 shares 455,651 $67.9M 0.1% +15,926 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,984 shares; 2024Q4: 550,525 shares; 2025Q1: 579,105 shares; 2025Q2: 611,088 shares 611,088 $67.8M 0.1% +31,983 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090,826 shares; 2024Q4: 2,021,465 shares; 2025Q1: 1,813,217 shares; 2025Q2: 1,881,384 shares 1,881,384 $67.1M 0.1% +68,167 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,758 shares; 2024Q4: 227,967 shares; 2025Q1: 232,369 shares; 2025Q2: 237,468 shares 237,468 $67M 0.1% +5,099 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,833 shares; 2024Q4: 739,669 shares; 2025Q1: 744,042 shares; 2025Q2: 725,090 shares 725,090 $66.4M 0.1% -18,952 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,365 shares; 2024Q4: 751,130 shares; 2025Q1: 778,807 shares; 2025Q2: 1,557,443 shares 1,557,443 $65.4M 0.09% +778,636 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847,338 shares; 2024Q4: 827,284 shares; 2025Q1: 834,705 shares; 2025Q2: 858,477 shares 858,477 $65.3M 0.09% +23,772 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758,655 shares; 2024Q4: 796,535 shares; 2025Q1: 785,548 shares; 2025Q2: 811,563 shares 811,563 $65M 0.09% +26,015 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,836 shares; 2024Q4: 159,114 shares; 2025Q1: 165,390 shares; 2025Q2: 177,393 shares 177,393 $65M 0.09% +12,003 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,698 shares; 2024Q4: 621,167 shares; 2025Q1: 658,092 shares; 2025Q2: 280,012 shares 280,012 $64.4M 0.09% -378,080 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,083 shares; 2024Q4: 1,228,000 shares; 2025Q1: 1,225,373 shares; 2025Q2: 1,211,751 shares 1,211,751 $63.9M 0.09% -13,622 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,279 shares; 2024Q4: 153,569 shares; 2025Q1: 158,384 shares; 2025Q2: 160,277 shares 160,277 $63.6M 0.09% +1,893 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,765 shares; 2024Q4: 168,603 shares; 2025Q1: 182,636 shares; 2025Q2: 191,264 shares 191,264 $62.6M 0.09% +8,628 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,355 shares; 2024Q4: 598,865 shares; 2025Q1: 627,705 shares; 2025Q2: 615,419 shares 615,419 $62.3M 0.09% -12,286 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,576 shares; 2024Q4: 192,629 shares; 2025Q1: 185,219 shares; 2025Q2: 180,884 shares 180,884 $62.1M 0.09% -4,335 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,727 shares; 2024Q4: 642,550 shares; 2025Q1: 671,019 shares; 2025Q2: 699,424 shares 699,424 $61M 0.09% +28,405 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,777 shares; 2024Q4: 76,579 shares; 2025Q1: 79,104 shares; 2025Q2: 83,065 shares 83,065 $60.9M 0.09% +3,961 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,727 shares; 2024Q4: 351,978 shares; 2025Q1: 336,973 shares; 2025Q2: 148,904 shares 148,904 $60.4M 0.09% -188,069 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,794 shares; 2024Q4: 205,425 shares; 2025Q1: 191,468 shares; 2025Q2: 197,515 shares 197,515 $60.1M 0.09% +6,047 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,471 shares; 2024Q4: 394,348 shares; 2025Q1: 420,620 shares; 2025Q2: 401,399 shares 401,399 $60M 0.09% -19,221 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,706 shares; 2024Q4: 2,161,181 shares; 2025Q1: 2,187,656 shares; 2025Q2: 2,135,799 shares 2,135,799 $59.9M 0.09% -51,857 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,399 shares; 2024Q4: 100,637 shares; 2025Q1: 101,544 shares; 2025Q2: 105,365 shares 105,365 $59.7M 0.09% +3,821 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,611 shares; 2024Q4: 387,389 shares; 2025Q1: 406,449 shares; 2025Q2: 405,938 shares 405,938 $59.3M 0.09% -511 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,566 shares; 2024Q4: 407,691 shares; 2025Q1: 656,456 shares; 2025Q2: 736,504 shares 736,504 $59M 0.09% +80,048 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,657 shares; 2024Q4: 386,282 shares; 2025Q1: 137,386 shares; 2025Q2: 152,396 shares 152,396 $59M 0.09% +15,010 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,426 shares; 2024Q4: 70,389 shares; 2025Q1: 71,553 shares; 2025Q2: 74,031 shares 74,031 $58.9M 0.08% +2,478 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,958 shares; 2024Q4: 136,717 shares; 2025Q1: 163,576 shares; 2025Q2: 512,174 shares 512,174 $58.6M 0.08% +348,598 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,102 shares; 2024Q4: 651,174 shares; 2025Q1: 927,248 shares; 2025Q2: 994,378 shares 994,378 $58.3M 0.08% +67,130 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,963 shares; 2024Q4: 500,117 shares; 2025Q1: 519,147 shares; 2025Q2: 544,897 shares 544,897 $58.1M 0.08% +25,750 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058,419 shares; 2024Q4: 1,054,275 shares; 2025Q1: 1,066,748 shares; 2025Q2: 1,117,316 shares 1,117,316 $57.6M 0.08% +50,568 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,795 shares; 2024Q4: 89,122 shares; 2025Q1: 94,485 shares; 2025Q2: 105,900 shares 105,900 $57.5M 0.08% +11,415 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516,850 shares; 2024Q4: 1,104,542 shares; 2025Q1: 1,137,652 shares; 2025Q2: 1,134,217 shares 1,134,217 $57.5M 0.08% -3,435 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,015 shares; 2024Q4: 670,992 shares; 2025Q1: 693,390 shares; 2025Q2: 720,494 shares 720,494 $57.3M 0.08% +27,104 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,180 shares; 2024Q4: 583,032 shares; 2025Q1: 472,558 shares; 2025Q2: 480,148 shares 480,148 $57.2M 0.08% +7,590 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,981 shares; 2024Q4: 225,082 shares; 2025Q1: 274,628 shares; 2025Q2: 569,857 shares 569,857 $56.3M 0.08% +295,229 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072,534 shares; 2024Q4: 1,132,511 shares; 2025Q1: 1,133,934 shares; 2025Q2: 1,156,571 shares 1,156,571 $56.3M 0.08% +22,637 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,189 shares; 2024Q4: 197,770 shares; 2025Q1: 196,418 shares; 2025Q2: 203,119 shares 203,119 $56.3M 0.08% +6,701 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,778 shares; 2024Q4: 205,011 shares; 2025Q1: 207,713 shares; 2025Q2: 213,310 shares 213,310 $55.6M 0.08% +5,597 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,485 shares; 2024Q4: 599,767 shares; 2025Q1: 601,981 shares; 2025Q2: 608,762 shares 608,762 $55.4M 0.08% +6,781 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984,757 shares; 2024Q4: 1,251,282 shares; 2025Q1: 1,204,311 shares; 2025Q2: 1,259,358 shares 1,259,358 $54.5M 0.08% +55,047 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,341 shares; 2024Q4: 146,179 shares; 2025Q1: 154,574 shares; 2025Q2: 170,680 shares 170,680 $54.4M 0.08% +16,106 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,454 shares; 2024Q4: 164,486 shares; 2025Q1: 176,205 shares; 2025Q2: 176,102 shares 176,102 $54.3M 0.08% -103 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,890 shares; 2024Q4: 285,710 shares; 2025Q1: 273,073 shares; 2025Q2: 291,013 shares 291,013 $53.3M 0.08% +17,940 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,289 shares; 2024Q4: 424,379 shares; 2025Q1: 437,953 shares; 2025Q2: 454,551 shares 454,551 $53.3M 0.08% +16,598 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,494 shares; 2024Q4: 122,417 shares; 2025Q1: 116,561 shares; 2025Q2: 119,123 shares 119,123 $53M 0.08% +2,562 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,785 shares; 2024Q4: 465,208 shares; 2025Q1: 521,560 shares; 2025Q2: 563,669 shares 563,669 $53M 0.08% +42,109 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,162 shares; 2024Q4: 222,179 shares; 2025Q1: 229,332 shares; 2025Q2: 346,153 shares 346,153 $52.7M 0.08% +116,821 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769,162 shares; 2024Q4: 1,641,794 shares; 2025Q1: 1,710,667 shares; 2025Q2: 1,728,456 shares 1,728,456 $52.2M 0.08% +17,789 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,318 shares; 2024Q4: 378,997 shares; 2025Q1: 378,463 shares; 2025Q2: 392,838 shares 392,838 $52.2M 0.08% +14,375 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,209 shares; 2024Q4: 28,721 shares; 2025Q1: 32,989 shares; 2025Q2: 64,682 shares 64,682 $51.8M 0.07% +31,693 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,420 shares; 2024Q4: 77,409 shares; 2025Q1: 85,563 shares; 2025Q2: 127,008 shares 127,008 $51.3M 0.07% +41,445 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,303 shares; 2024Q4: 1,302,817 shares; 2025Q1: 1,344,893 shares; 2025Q2: 931,626 shares 931,626 $51.3M 0.07% -413,267 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,094 shares; 2024Q4: 121,804 shares; 2025Q1: 104,228 shares; 2025Q2: 110,805 shares 110,805 $51.3M 0.07% +6,577 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113,439 shares; 2024Q4: 1,148,662 shares; 2025Q1: 1,177,716 shares; 2025Q2: 1,169,507 shares 1,169,507 $51M 0.07% -8,209 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,920 shares; 2024Q4: 726,763 shares; 2025Q1: 666,935 shares; 2025Q2: 796,883 shares 796,883 $50.6M 0.07% +129,948 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,888 shares; 2024Q4: 865,906 shares; 2025Q1: 910,476 shares; 2025Q2: 867,759 shares 867,759 $50.1M 0.07% -42,717 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640,066 shares; 2024Q4: 1,450,345 shares; 2025Q1: 1,551,530 shares; 2025Q2: 1,339,131 shares 1,339,131 $49.6M 0.07% -212,399 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424,889 shares; 2024Q4: 1,476,899 shares; 2025Q1: 481,067 shares; 2025Q2: 461,159 shares 461,159 $49.5M 0.07% -19,908 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150,704 shares; 2024Q4: 2,275,470 shares; 2025Q1: 3,706,547 shares; 2025Q2: 3,543,800 shares 3,543,800 $49.5M 0.07% -162,747 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,347 shares; 2024Q4: 251,940 shares; 2025Q1: 266,933 shares; 2025Q2: 292,032 shares 292,032 $49.3M 0.07% +25,099 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060,968 shares; 2024Q4: 1,100,068 shares; 2025Q1: 1,094,090 shares; 2025Q2: 1,002,754 shares 1,002,754 $49M 0.07% -91,336 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,085 shares; 2024Q4: 165,903 shares; 2025Q1: 458,246 shares; 2025Q2: 472,103 shares 472,103 $49M 0.07% +13,857 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960,753 shares; 2024Q4: 2,079,620 shares; 2025Q1: 2,153,283 shares; 2025Q2: 2,105,158 shares 2,105,158 $48.9M 0.07% -48,125 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,307 shares; 2024Q4: 610,327 shares; 2025Q1: 1,222,847 shares; 2025Q2: 1,374,605 shares 1,374,605 $48.9M 0.07% +151,758 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,004 shares; 2024Q4: 46,976 shares; 2025Q1: 1,623,116 shares; 2025Q2: 1,652,233 shares 1,652,233 $48.7M 0.07% +29,117 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,851 shares; 2024Q4: 522,541 shares; 2025Q1: 559,803 shares; 2025Q2: 533,081 shares 533,081 $48.6M 0.07% -26,722 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,043 shares; 2024Q4: 368,287 shares; 2025Q1: 384,481 shares; 2025Q2: 444,421 shares 444,421 $48.5M 0.07% +59,940 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,547 shares; 2024Q4: 71,401 shares; 2025Q1: 73,664 shares; 2025Q2: 72,649 shares 72,649 $48.2M 0.07% -1,015 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875,027 shares; 2024Q4: 908,025 shares; 2025Q1: 839,209 shares; 2025Q2: 756,848 shares 756,848 $47.8M 0.07% -82,361 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,027 shares; 2024Q4: 371,755 shares; 2025Q1: 370,236 shares; 2025Q2: 922,988 shares 922,988 $47M 0.07% +552,752 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,036 shares; 2024Q4: 987,415 shares; 2025Q1: 978,663 shares; 2025Q2: 953,050 shares 953,050 $46.9M 0.07% -25,613 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,323 shares; 2024Q4: 690,338 shares; 2025Q1: 797,617 shares; 2025Q2: 860,757 shares 860,757 $46.4M 0.07% +63,140 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,572 shares; 2024Q4: 205,570 shares; 2025Q1: 455,587 shares; 2025Q2: 662,081 shares 662,081 $46.3M 0.07% +206,494 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490,700 shares; 2024Q4: 522,832 shares; 2025Q1: 549,640 shares; 2025Q2: 911,417 shares 911,417 $46.2M 0.07% +361,777 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798,665 shares; 2024Q4: 881,431 shares; 2025Q1: 849,394 shares; 2025Q2: 826,709 shares 826,709 $46.1M 0.07% -22,685 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,138 shares; 2024Q4: 535,294 shares; 2025Q1: 387,070 shares; 2025Q2: 456,395 shares 456,395 $45.9M 0.07% +69,325 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,424 shares; 2024Q4: 1,027,480 shares; 2025Q1: 1,056,117 shares; 2025Q2: 1,079,322 shares 1,079,322 $45.7M 0.07% +23,205 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,497 shares; 2024Q4: 450,406 shares; 2025Q1: 410,649 shares; 2025Q2: 403,435 shares 403,435 $45.2M 0.07% -7,214 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,362 shares; 2024Q4: 393,467 shares; 2025Q1: 423,403 shares; 2025Q2: 422,222 shares 422,222 $44.4M 0.06% -1,181 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,125 shares; 2024Q4: 134,215 shares; 2025Q1: 154,958 shares; 2025Q2: 153,983 shares 153,983 $43.8M 0.06% -975 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,542 shares; 2024Q4: 246,372 shares; 2025Q1: 246,119 shares; 2025Q2: 226,145 shares 226,145 $43.6M 0.06% -19,974 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,076 shares; 2024Q4: 318,773 shares; 2025Q1: 324,331 shares; 2025Q2: 329,603 shares 329,603 $42.6M 0.06% +5,272 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,296 shares; 2024Q4: 1,513,910 shares; 2025Q1: 1,410,136 shares; 2025Q2: 1,407,161 shares 1,407,161 $42.4M 0.06% -2,975 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,366 shares; 2024Q4: 243,525 shares; 2025Q1: 167,915 shares; 2025Q2: 188,715 shares 188,715 $42.2M 0.06% +20,800 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,225 shares; 2024Q4: 116,961 shares; 2025Q1: 132,065 shares; 2025Q2: 1,093,642 shares 1,093,642 $42M 0.06% +961,577 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,960 shares; 2024Q4: 128,100 shares; 2025Q1: 543,939 shares; 2025Q2: 574,486 shares 574,486 $41.2M 0.06% +30,547 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867,736 shares; 2024Q4: 887,028 shares; 2025Q1: 919,416 shares; 2025Q2: 885,795 shares 885,795 $41M 0.06% -33,621 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,735 shares; 2024Q4: 186,198 shares; 2025Q1: 97,435 shares; 2025Q2: 117,004 shares 117,004 $40.9M 0.06% +19,569 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,511 shares; 2024Q4: 252,242 shares; 2025Q1: 273,009 shares; 2025Q2: 260,984 shares 260,984 $40.7M 0.06% -12,025 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813,455 shares; 2024Q4: 830,588 shares; 2025Q1: 1,063,854 shares; 2025Q2: 1,057,098 shares 1,057,098 $40.5M 0.06% -6,756 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088,981 shares; 2024Q4: 1,086,848 shares; 2025Q1: 1,162,526 shares; 2025Q2: 1,299,648 shares 1,299,648 $40.3M 0.06% +137,122 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290,137 shares; 2024Q4: 1,177,066 shares; 2025Q1: 1,190,630 shares; 2025Q2: 1,296,288 shares 1,296,288 $40.3M 0.06% +105,658 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,137 shares; 2024Q4: 323,324 shares; 2025Q1: 322,703 shares; 2025Q2: 344,330 shares 344,330 $40M 0.06% +21,627 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,603 shares; 2024Q4: 110,580 shares; 2025Q1: 116,993 shares; 2025Q2: 136,961 shares 136,961 $39.7M 0.06% +19,968 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,442 shares; 2024Q4: 259,415 shares; 2025Q1: 388,692 shares; 2025Q2: 393,918 shares 393,918 $39.7M 0.06% +5,226 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359,073 shares; 2024Q4: 1,528,785 shares; 2025Q1: 1,640,930 shares; 2025Q2: 1,634,325 shares 1,634,325 $39.6M 0.06% -6,605 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,356 shares; 2024Q4: 162,761 shares; 2025Q1: 179,668 shares; 2025Q2: 187,418 shares 187,418 $39.3M 0.06% +7,750 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603,938 shares; 2024Q4: 628,310 shares; 2025Q1: 685,087 shares; 2025Q2: 664,073 shares 664,073 $39M 0.06% -21,014 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,146 shares; 2024Q4: 88,969 shares; 2025Q1: 95,918 shares; 2025Q2: 101,889 shares 101,889 $39M 0.06% +5,971 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013,604 shares; 2024Q4: 940,226 shares; 2025Q1: 905,542 shares; 2025Q2: 895,476 shares 895,476 $39M 0.06% -10,066 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,408 shares; 2024Q4: 457,213 shares; 2025Q1: 430,461 shares; 2025Q2: 424,478 shares 424,478 $38.7M 0.06% -5,983 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,822 shares; 2024Q4: 864,454 shares; 2025Q1: 574,973 shares; 2025Q2: 537,516 shares 537,516 $37.8M 0.05% -37,457 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,355 shares; 2024Q4: 384,075 shares; 2025Q1: 403,205 shares; 2025Q2: 408,105 shares 408,105 $37.5M 0.05% +4,900 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,775 shares; 2024Q4: 267,173 shares; 2025Q1: 280,382 shares; 2025Q2: 283,402 shares 283,402 $37.4M 0.05% +3,020 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,637 shares; 2024Q4: 403,987 shares; 2025Q1: 410,438 shares; 2025Q2: 427,239 shares 427,239 $36.4M 0.05% +16,801 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738,517 shares; 2024Q4: 752,362 shares; 2025Q1: 755,036 shares; 2025Q2: 833,975 shares 833,975 $36M 0.05% +78,939 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,028 shares; 2024Q4: 98,052 shares; 2025Q1: 110,104 shares; 2025Q2: 130,538 shares 130,538 $36M 0.05% +20,434 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,812 shares; 2024Q4: 444,974 shares; 2025Q1: 530,934 shares; 2025Q2: 575,649 shares 575,649 $35.2M 0.05% +44,715 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,770 shares; 2024Q4: 130,986 shares; 2025Q1: 134,702 shares; 2025Q2: 148,008 shares 148,008 $35.2M 0.05% +13,306 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,051 shares; 2024Q4: 452,269 shares; 2025Q1: 454,468 shares; 2025Q2: 447,332 shares 447,332 $35M 0.05% -7,136 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,537 shares; 2024Q4: 284,325 shares; 2025Q1: 298,632 shares; 2025Q2: 300,762 shares 300,762 $34.7M 0.05% +2,130 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,030 shares; 2024Q4: 105,620 shares; 2025Q1: 136,304 shares; 2025Q2: 154,965 shares 154,965 $34.5M 0.05% +18,661 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,046 shares; 2024Q4: 683,514 shares; 2025Q1: 575,320 shares; 2025Q2: 652,318 shares 652,318 $34.2M 0.05% +76,998 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,536 shares; 2024Q4: 88,412 shares; 2025Q1: 94,433 shares; 2025Q2: 105,836 shares 105,836 $34.2M 0.05% +11,403 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,234 shares; 2024Q4: 64,826 shares; 2025Q1: 73,277 shares; 2025Q2: 77,409 shares 77,409 $34.1M 0.05% +4,132 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,920 shares; 2024Q4: 1,290,141 shares; 2025Q1: 1,154,035 shares; 2025Q2: 1,070,644 shares 1,070,644 $34M 0.05% -83,391 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146,026 shares; 2024Q4: 2,106,128 shares; 2025Q1: 2,099,953 shares; 2025Q2: 2,097,202 shares 2,097,202 $34M 0.05% -2,751 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,794 shares; 2024Q4: 811,197 shares; 2025Q1: 854,861 shares; 2025Q2: 849,185 shares 849,185 $34M 0.05% -5,676 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,641 shares; 2024Q4: 442,375 shares; 2025Q1: 441,668 shares; 2025Q2: 334,251 shares 334,251 $33.7M 0.05% -107,417 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,969 shares; 2024Q4: 415,435 shares; 2025Q1: 464,442 shares; 2025Q2: 479,586 shares 479,586 $33.1M 0.05% +15,144 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,208 shares; 2024Q4: 101,978 shares; 2025Q1: 105,735 shares; 2025Q2: 237,967 shares 237,967 $33.1M 0.05% +132,232 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,531 shares; 2024Q4: 925,942 shares; 2025Q1: 938,929 shares; 2025Q2: 967,891 shares 967,891 $33M 0.05% +28,962 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668,651 shares; 2024Q4: 1,609,501 shares; 2025Q1: 1,684,010 shares; 2025Q2: 1,805,954 shares 1,805,954 $32.7M 0.05% +121,944 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,078 shares; 2024Q4: 471,391 shares; 2025Q1: 572,280 shares; 2025Q2: 862,260 shares 862,260 $32.7M 0.05% +289,980 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,680 shares; 2024Q4: 79,251 shares; 2025Q1: 104,018 shares; 2025Q2: 310,583 shares 310,583 $32.7M 0.05% +206,565 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,415 shares; 2024Q4: 80,220 shares; 2025Q1: 89,310 shares; 2025Q2: 92,462 shares 92,462 $32.5M 0.05% +3,152 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,213 shares; 2024Q4: 407,277 shares; 2025Q1: 396,577 shares; 2025Q2: 396,208 shares 396,208 $32.4M 0.05% -369 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,288 shares; 2024Q4: 370,978 shares; 2025Q1: 437,940 shares; 2025Q2: 507,172 shares 507,172 $32.3M 0.05% +69,232 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,876 shares; 2024Q4: 220,722 shares; 2025Q1: 258,949 shares; 2025Q2: 262,074 shares 262,074 $32.3M 0.05% +3,125 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,736 shares; 2024Q4: 175,766 shares; 2025Q1: 244,642 shares; 2025Q2: 300,755 shares 300,755 $32.3M 0.05% +56,113 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,048 shares; 2024Q4: 435,295 shares; 2025Q1: 458,646 shares; 2025Q2: 473,776 shares 473,776 $32.1M 0.05% +15,130 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,209 shares; 2024Q4: 342,592 shares; 2025Q1: 352,826 shares; 2025Q2: 383,544 shares 383,544 $31.8M 0.05% +30,718 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,731 shares; 2024Q4: 187,947 shares; 2025Q1: 183,794 shares; 2025Q2: 183,162 shares 183,162 $31.7M 0.05% -632 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,193 shares; 2024Q4: 815,822 shares; 2025Q1: 839,425 shares; 2025Q2: 877,059 shares 877,059 $31.5M 0.05% +37,634 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,008 shares; 2024Q4: 350,793 shares; 2025Q1: 355,802 shares; 2025Q2: 376,167 shares 376,167 $31.5M 0.05% +20,365 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,590 shares; 2024Q4: 405,624 shares; 2025Q1: 528,572 shares; 2025Q2: 574,739 shares 574,739 $31.3M 0.05% +46,167 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,391 shares; 2024Q4: 303,823 shares; 2025Q1: 329,991 shares; 2025Q2: 347,792 shares 347,792 $31.2M 0.05% +17,801 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,079 shares; 2024Q4: 206,653 shares; 2025Q1: 199,156 shares; 2025Q2: 210,608 shares 210,608 $31.1M 0.04% +11,452 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,051 shares; 2024Q4: 90,747 shares; 2025Q1: 91,103 shares; 2025Q2: 106,002 shares 106,002 $30.9M 0.04% +14,899 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,597 shares; 2024Q4: 73,706 shares; 2025Q1: 79,273 shares; 2025Q2: 78,717 shares 78,717 $30.6M 0.04% -556 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,729 shares; 2024Q4: 52,101 shares; 2025Q1: 59,204 shares; 2025Q2: 60,588 shares 60,588 $30.4M 0.04% +1,384 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 11,822 shares; 2025Q1: 7,885 shares; 2025Q2: 8,180 shares 8,180 $30.4M 0.04% +295 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,714 shares; 2024Q4: 563,941 shares; 2025Q1: 480,233 shares; 2025Q2: 504,975 shares 504,975 $30.2M 0.04% +24,742 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,836 shares; 2024Q4: 440,435 shares; 2025Q1: 526,979 shares; 2025Q2: 713,493 shares 713,493 $30.2M 0.04% +186,514 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,421 shares; 2024Q4: 80,219 shares; 2025Q1: 88,806 shares; 2025Q2: 85,532 shares 85,532 $30M 0.04% -3,274 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,091 shares; 2024Q4: 365,069 shares; 2025Q1: 436,589 shares; 2025Q2: 420,646 shares 420,646 $30M 0.04% -15,943 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,445 shares; 2024Q4: 496,509 shares; 2025Q1: 506,906 shares; 2025Q2: 515,551 shares 515,551 $29.8M 0.04% +8,645 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,222 shares; 2024Q4: 338,163 shares; 2025Q1: 364,882 shares; 2025Q2: 375,975 shares 375,975 $29.6M 0.04% +11,093 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,857 shares; 2024Q4: 200,243 shares; 2025Q1: 205,318 shares; 2025Q2: 215,448 shares 215,448 $29.2M 0.04% +10,130 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,920 shares; 2024Q4: 50,728 shares; 2025Q1: 74,539 shares; 2025Q2: 88,122 shares 88,122 $29.1M 0.04% +13,583 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,088 shares; 2024Q4: 121,383 shares; 2025Q1: 118,367 shares; 2025Q2: 302,608 shares 302,608 $29.1M 0.04% +184,241 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,934 shares; 2024Q4: 78,387 shares; 2025Q1: 79,721 shares; 2025Q2: 136,435 shares 136,435 $29M 0.04% +56,714 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,031 shares; 2024Q4: 372,983 shares; 2025Q1: 313,613 shares; 2025Q2: 318,654 shares 318,654 $29M 0.04% +5,041 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,754 shares; 2024Q4: 50,796 shares; 2025Q1: 52,452 shares; 2025Q2: 154,743 shares 154,743 $28.9M 0.04% +102,291 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,528 shares; 2024Q4: 366,707 shares; 2025Q1: 328,447 shares; 2025Q2: 316,471 shares 316,471 $28.5M 0.04% -11,976 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,863 shares; 2024Q4: 769,772 shares; 2025Q1: 740,420 shares; 2025Q2: 755,825 shares 755,825 $28.3M 0.04% +15,405 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199,557 shares; 2024Q4: 1,367,785 shares; 2025Q1: 1,468,893 shares; 2025Q2: 1,083,385 shares 1,083,385 $27.7M 0.04% -385,508 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,569 shares; 2024Q4: 149,266 shares; 2025Q1: 395,166 shares; 2025Q2: 381,232 shares 381,232 $27.7M 0.04% -13,934 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,119 shares; 2024Q4: 271,571 shares; 2025Q1: 321,641 shares; 2025Q2: 344,483 shares 344,483 $27.6M 0.04% +22,842 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,048 shares; 2024Q4: 235,218 shares; 2025Q1: 215,996 shares; 2025Q2: 227,371 shares 227,371 $27.5M 0.04% +11,375 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,098 shares; 2024Q4: 636,970 shares; 2025Q1: 657,489 shares; 2025Q2: 637,079 shares 637,079 $27.5M 0.04% -20,410 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,743 shares; 2025Q2: 352,465 shares 352,465 $27.3M 0.04% +260,722 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,245 shares; 2024Q4: 1,005,307 shares; 2025Q1: 1,048,018 shares; 2025Q2: 1,107,390 shares 1,107,390 $27.2M 0.04% +59,372 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,948 shares; 2024Q4: 285,520 shares; 2025Q1: 345,755 shares; 2025Q2: 330,772 shares 330,772 $27M 0.04% -14,983 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,909 shares; 2024Q4: 539,311 shares; 2025Q1: 586,246 shares; 2025Q2: 583,371 shares 583,371 $26.7M 0.04% -2,875 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,576 shares; 2024Q4: 513,284 shares; 2025Q1: 788,584 shares; 2025Q2: 771,213 shares 771,213 $26.6M 0.04% -17,371 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,845 shares; 2024Q4: 275,881 shares; 2025Q1: 319,527 shares; 2025Q2: 315,923 shares 315,923 $26.6M 0.04% -3,604 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,029 shares; 2024Q4: 504,198 shares; 2025Q1: 431,180 shares; 2025Q2: 381,365 shares 381,365 $26.3M 0.04% -49,815 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,679 shares; 2024Q4: 363,313 shares; 2025Q1: 371,261 shares; 2025Q2: 378,667 shares 378,667 $26.1M 0.04% +7,406 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,559 shares; 2024Q4: 425,686 shares; 2025Q1: 433,072 shares; 2025Q2: 435,069 shares 435,069 $26M 0.04% +1,997 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 923,786 shares; 2025Q1: 606,478 shares; 2025Q2: 409,343 shares 409,343 $26M 0.04% -197,135 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,178 shares; 2024Q4: 165,595 shares; 2025Q1: 171,986 shares; 2025Q2: 163,070 shares 163,070 $25.7M 0.04% -8,916 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,901 shares; 2024Q4: 27,217 shares; 2025Q1: 28,741 shares; 2025Q2: 45,369 shares 45,369 $25.7M 0.04% +16,628 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,593 shares; 2024Q4: 102,031 shares; 2025Q1: 106,121 shares; 2025Q2: 112,450 shares 112,450 $25.6M 0.04% +6,329 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,387 shares; 2024Q4: 207,710 shares; 2025Q1: 212,407 shares; 2025Q2: 240,789 shares 240,789 $25.5M 0.04% +28,382 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,680 shares; 2024Q4: 49,020 shares; 2025Q1: 78,193 shares; 2025Q2: 90,144 shares 90,144 $25.1M 0.04% +11,951 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,707 shares; 2024Q4: 277,084 shares; 2025Q1: 272,178 shares; 2025Q2: 274,585 shares 274,585 $24.9M 0.04% +2,407 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,655 shares; 2024Q4: 316,901 shares; 2025Q1: 340,989 shares; 2025Q2: 289,128 shares 289,128 $24.9M 0.04% -51,861 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,667 shares; 2024Q4: 15,739 shares; 2025Q1: 18,292 shares; 2025Q2: 16,322 shares 16,322 $24.8M 0.04% -1,970 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,101 shares; 2024Q4: 39,319 shares; 2025Q1: 42,575 shares; 2025Q2: 48,984 shares 48,984 $24.5M 0.04% +6,409 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,407 shares; 2024Q4: 435,329 shares; 2025Q1: 465,825 shares; 2025Q2: 446,715 shares 446,715 $24.3M 0.04% -19,110 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,144 shares; 2024Q4: 251,990 shares; 2025Q1: 261,083 shares; 2025Q2: 271,695 shares 271,695 $24.2M 0.03% +10,612 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,697 shares; 2024Q4: 215,254 shares; 2025Q1: 190,799 shares; 2025Q2: 178,427 shares 178,427 $24.1M 0.03% -12,372 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,716 shares; 2024Q4: 274,518 shares; 2025Q1: 488,228 shares; 2025Q2: 289,749 shares 289,749 $24M 0.03% -198,479 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,116 shares; 2024Q4: 452,785 shares; 2025Q1: 426,672 shares; 2025Q2: 422,105 shares 422,105 $24M 0.03% -4,567 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,222 shares; 2024Q4: 112,798 shares; 2025Q1: 127,686 shares; 2025Q2: 122,591 shares 122,591 $23.8M 0.03% -5,095 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,294 shares; 2024Q4: 94,393 shares; 2025Q1: 70,308 shares; 2025Q2: 97,410 shares 97,410 $23.4M 0.03% +27,102 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,413 shares; 2024Q4: 38,866 shares; 2025Q1: 41,297 shares; 2025Q2: 129,173 shares 129,173 $23.4M 0.03% +87,876 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,541 shares; 2024Q4: 834,872 shares; 2025Q1: 946,593 shares; 2025Q2: 922,020 shares 922,020 $23.2M 0.03% -24,573 DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,624 shares; 2024Q4: 142,046 shares; 2025Q1: 406,365 shares; 2025Q2: 541,606 shares 541,606 $23.2M 0.03% +135,241 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466,863 shares; 2024Q4: 510,301 shares; 2025Q1: 486,926 shares; 2025Q2: 511,242 shares 511,242 $23.1M 0.03% +24,316 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,013 shares; 2024Q4: 105,522 shares; 2025Q1: 111,871 shares; 2025Q2: 118,034 shares 118,034 $23.1M 0.03% +6,163 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,708 shares; 2024Q4: 650,538 shares; 2025Q1: 708,796 shares; 2025Q2: 396,515 shares 396,515 $23.1M 0.03% -312,281 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,543 shares; 2024Q4: 51,118 shares; 2025Q1: 50,672 shares; 2025Q2: 54,804 shares 54,804 $23M 0.03% +4,132 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,514 shares; 2024Q4: 387,835 shares; 2025Q1: 359,653 shares; 2025Q2: 375,776 shares 375,776 $23M 0.03% +16,123 INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998,203 shares; 2024Q4: 889,930 shares; 2025Q1: 975,227 shares; 2025Q2: 1,016,477 shares 1,016,477 $22.8M 0.03% +41,250 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,994 shares; 2024Q4: 332,992 shares; 2025Q1: 323,710 shares; 2025Q2: 320,174 shares 320,174 $22.5M 0.03% -3,536 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,854 shares; 2024Q4: 221,981 shares; 2025Q1: 245,803 shares; 2025Q2: 225,686 shares 225,686 $22.5M 0.03% -20,117 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,038 shares; 2024Q4: 165,283 shares; 2025Q1: 196,473 shares; 2025Q2: 224,113 shares 224,113 $22.4M 0.03% +27,640 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,373 shares; 2024Q4: 236,438 shares; 2025Q1: 244,984 shares; 2025Q2: 358,332 shares 358,332 $22.4M 0.03% +113,348 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,847 shares; 2024Q4: 167,934 shares; 2025Q1: 158,687 shares; 2025Q2: 167,376 shares 167,376 $22.3M 0.03% +8,689 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,683 shares; 2024Q4: 235,770 shares; 2025Q1: 354,922 shares; 2025Q2: 545,674 shares 545,674 $22.2M 0.03% +190,752 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,008 shares; 2024Q4: 162,083 shares; 2025Q1: 165,392 shares; 2025Q2: 173,532 shares 173,532 $22M 0.03% +8,140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,507 shares; 2024Q4: 337,269 shares; 2025Q1: 188,600 shares; 2025Q2: 194,367 shares 194,367 $21.9M 0.03% +5,767 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,312 shares; 2024Q4: 34,271 shares; 2025Q1: 33,501 shares; 2025Q2: 31,338 shares 31,338 $21.9M 0.03% -2,163 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,396 shares; 2024Q4: 106,001 shares; 2025Q1: 110,593 shares; 2025Q2: 118,573 shares 118,573 $21.8M 0.03% +7,980 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,888 shares; 2024Q4: 149,525 shares; 2025Q1: 148,950 shares; 2025Q2: 167,484 shares 167,484 $21.6M 0.03% +18,534 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,853 shares; 2024Q4: 444,065 shares; 2025Q1: 458,595 shares; 2025Q2: 480,517 shares 480,517 $21.5M 0.03% +21,922 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,008 shares; 2024Q4: 51,070 shares; 2025Q1: 56,478 shares; 2025Q2: 190,527 shares 190,527 $21.4M 0.03% +134,049 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,539 shares; 2024Q4: 421,893 shares; 2025Q1: 423,941 shares; 2025Q2: 838,810 shares 838,810 $21.4M 0.03% +414,869 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,820 shares; 2024Q4: 413,004 shares; 2025Q1: 432,037 shares; 2025Q2: 380,315 shares 380,315 $21.4M 0.03% -51,722 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,306 shares; 2024Q4: 273,713 shares; 2025Q1: 293,611 shares; 2025Q2: 240,216 shares 240,216 $21.2M 0.03% -53,395 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,960 shares; 2024Q4: 300,372 shares; 2025Q1: 307,244 shares; 2025Q2: 314,035 shares 314,035 $21.1M 0.03% +6,791 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,313 shares; 2024Q4: 569,566 shares; 2025Q1: 573,082 shares; 2025Q2: 574,697 shares 574,697 $21.1M 0.03% +1,615 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,000 shares; 2024Q4: 549,518 shares; 2025Q1: 532,979 shares; 2025Q2: 494,130 shares 494,130 $21.1M 0.03% -38,849 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,900 shares; 2024Q4: 169,222 shares; 2025Q1: 171,719 shares; 2025Q2: 170,061 shares 170,061 $21M 0.03% -1,658 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,827 shares; 2024Q4: 128,988 shares; 2025Q1: 134,039 shares; 2025Q2: 155,715 shares 155,715 $20.9M 0.03% +21,676 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,816 shares; 2024Q4: 402,923 shares; 2025Q1: 429,333 shares; 2025Q2: 457,242 shares 457,242 $20.9M 0.03% +27,909 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,736 shares; 2024Q4: 80,340 shares; 2025Q1: 81,238 shares; 2025Q2: 84,073 shares 84,073 $20.7M 0.03% +2,835 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,016 shares; 2024Q4: 190,439 shares; 2025Q1: 192,728 shares; 2025Q2: 197,988 shares 197,988 $20.6M 0.03% +5,260 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,965 shares; 2024Q4: 716,009 shares; 2025Q1: 305,201 shares; 2025Q2: 328,918 shares 328,918 $20.6M 0.03% +23,717 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,755 shares; 2024Q4: 81,099 shares; 2025Q1: 114,676 shares; 2025Q2: 220,029 shares 220,029 $20.6M 0.03% +105,353 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,433 shares; 2024Q4: 248,727 shares; 2025Q1: 276,778 shares; 2025Q2: 297,919 shares 297,919 $20.5M 0.03% +21,141 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,442 shares; 2024Q4: 284,977 shares; 2025Q1: 272,983 shares; 2025Q2: 276,478 shares 276,478 $20.5M 0.03% +3,495 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,771 shares; 2024Q4: 60,407 shares; 2025Q1: 60,052 shares; 2025Q2: 64,042 shares 64,042 $20.5M 0.03% +3,990 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,138 shares; 2024Q4: 686,781 shares; 2025Q1: 722,727 shares; 2025Q2: 741,908 shares 741,908 $20.5M 0.03% +19,181 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,373 shares; 2024Q4: 496,494 shares; 2025Q1: 494,395 shares; 2025Q2: 493,567 shares 493,567 $20.4M 0.03% -828 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085,502 shares; 2024Q4: 1,179,037 shares; 2025Q1: 1,283,188 shares; 2025Q2: 1,424,237 shares 1,424,237 $20.4M 0.03% +141,049 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,711 shares; 2024Q4: 162,107 shares; 2025Q1: 173,181 shares; 2025Q2: 188,405 shares 188,405 $20.4M 0.03% +15,224 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,138 shares; 2024Q4: 320,787 shares; 2025Q1: 321,174 shares; 2025Q2: 320,308 shares 320,308 $20.4M 0.03% -866 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,723 shares; 2024Q4: 26,673 shares; 2025Q1: 23,710 shares; 2025Q2: 74,648 shares 74,648 $20.4M 0.03% +50,938 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,550 shares; 2024Q4: 168,603 shares; 2025Q1: 144,845 shares; 2025Q2: 154,514 shares 154,514 $19.9M 0.03% +9,669 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,158 shares; 2024Q4: 302,684 shares; 2025Q1: 382,568 shares; 2025Q2: 392,569 shares 392,569 $19.9M 0.03% +10,001 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,680 shares; 2024Q4: 66,212 shares; 2025Q1: 69,572 shares; 2025Q2: 73,793 shares 73,793 $19.9M 0.03% +4,221 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,246 shares; 2024Q4: 660,229 shares; 2025Q1: 656,840 shares; 2025Q2: 740,805 shares 740,805 $19.7M 0.03% +83,965 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,631 shares; 2024Q4: 312,376 shares; 2025Q1: 315,092 shares; 2025Q2: 315,355 shares 315,355 $19.6M 0.03% +263 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,071 shares; 2024Q4: 192,781 shares; 2025Q1: 205,064 shares; 2025Q2: 207,892 shares 207,892 $19.5M 0.03% +2,828 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,808 shares; 2024Q4: 111,571 shares; 2025Q1: 109,987 shares; 2025Q2: 162,686 shares 162,686 $19.5M 0.03% +52,699 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,466 shares; 2024Q4: 399,647 shares; 2025Q1: 392,416 shares; 2025Q2: 392,869 shares 392,869 $19.4M 0.03% +453 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,052 shares; 2024Q4: 154,391 shares; 2025Q1: 163,272 shares; 2025Q2: 184,037 shares 184,037 $19.4M 0.03% +20,765 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,621 shares; 2024Q4: 432,961 shares; 2025Q1: 436,288 shares; 2025Q2: 451,400 shares 451,400 $19.4M 0.03% +15,112 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,660 shares; 2024Q4: 73,550 shares; 2025Q1: 73,384 shares; 2025Q2: 74,914 shares 74,914 $19.3M 0.03% +1,530 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,008 shares; 2024Q4: 345,619 shares; 2025Q1: 354,597 shares; 2025Q2: 391,455 shares 391,455 $19.3M 0.03% +36,858 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 6,259 shares; 2025Q1: 7,753 shares; 2025Q2: 116,394 shares 116,394 $19.2M 0.03% +108,641 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,633 shares; 2024Q4: 73,845 shares; 2025Q1: 75,825 shares; 2025Q2: 76,997 shares 76,997 $19.1M 0.03% +1,172 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,868 shares; 2024Q4: 484,982 shares; 2025Q1: 478,158 shares; 2025Q2: 190,379 shares 190,379 $18.8M 0.03% -287,779 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,562 shares; 2024Q4: 30,689 shares; 2025Q1: 34,288 shares; 2025Q2: 35,192 shares 35,192 $18.8M 0.03% +904 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,446 shares; 2024Q4: 43,181 shares; 2025Q1: 464,910 shares; 2025Q2: 604,958 shares 604,958 $18.8M 0.03% +140,048 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,147 shares; 2024Q4: 440,641 shares; 2025Q1: 525,340 shares; 2025Q2: 560,777 shares 560,777 $18.8M 0.03% +35,437 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,605 shares; 2024Q4: 158,382 shares; 2025Q1: 161,903 shares; 2025Q2: 177,723 shares 177,723 $18.7M 0.03% +15,820 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,121 shares; 2024Q4: 58,654 shares; 2025Q1: 56,298 shares; 2025Q2: 56,291 shares 56,291 $18.7M 0.03% -7 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,160 shares; 2024Q4: 111,301 shares; 2025Q1: 351,223 shares; 2025Q2: 440,157 shares 440,157 $18.6M 0.03% +88,934 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 8,363 shares; 2025Q1: 17,570 shares; 2025Q2: 353,039 shares 353,039 $18.6M 0.03% +335,469 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,397 shares; 2024Q4: 190,513 shares; 2025Q1: 202,739 shares; 2025Q2: 321,129 shares 321,129 $18.5M 0.03% +118,390 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,298 shares; 2025Q1: 11,809 shares; 2025Q2: 204,636 shares 204,636 $18.4M 0.03% +192,827 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,570 shares; 2024Q4: 164,419 shares; 2025Q1: 160,016 shares; 2025Q2: 169,238 shares 169,238 $18.4M 0.03% +9,222 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,970 shares; 2024Q4: 185,088 shares; 2025Q1: 173,233 shares; 2025Q2: 206,710 shares 206,710 $18.3M 0.03% +33,477 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,953 shares; 2024Q4: 224,325 shares; 2025Q1: 220,715 shares; 2025Q2: 271,990 shares 271,990 $18.3M 0.03% +51,275 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,695 shares; 2024Q4: 271,670 shares; 2025Q1: 202,949 shares; 2025Q2: 242,378 shares 242,378 $18.2M 0.03% +39,429 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,978 shares; 2024Q4: 231,741 shares; 2025Q1: 228,210 shares; 2025Q2: 247,782 shares 247,782 $18.1M 0.03% +19,572 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,024 shares; 2024Q4: 239,485 shares; 2025Q1: 230,175 shares; 2025Q2: 213,770 shares 213,770 $18.1M 0.03% -16,405 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,627 shares; 2024Q4: 74,469 shares; 2025Q1: 72,564 shares; 2025Q2: 66,288 shares 66,288 $18.1M 0.03% -6,276 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,977 shares; 2024Q4: 58,442 shares; 2025Q1: 62,372 shares; 2025Q2: 67,618 shares 67,618 $18.1M 0.03% +5,246 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,671 shares; 2024Q4: 193,593 shares; 2025Q1: 203,166 shares; 2025Q2: 198,027 shares 198,027 $18M 0.03% -5,139 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985,003 shares; 2024Q4: 968,921 shares; 2025Q1: 974,063 shares; 2025Q2: 980,143 shares 980,143 $18M 0.03% +6,080 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,376 shares; 2024Q4: 65,553 shares; 2025Q1: 64,259 shares; 2025Q2: 62,752 shares 62,752 $17.9M 0.03% -1,507 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,075 shares; 2024Q4: 84,451 shares; 2025Q1: 53,532 shares; 2025Q2: 57,201 shares 57,201 $17.9M 0.03% +3,669 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,143 shares; 2024Q4: 132,359 shares; 2025Q1: 308,291 shares; 2025Q2: 358,151 shares 358,151 $17.9M 0.03% +49,860 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,766 shares; 2024Q4: 197,131 shares; 2025Q1: 185,770 shares; 2025Q2: 188,923 shares 188,923 $17.9M 0.03% +3,153 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,726 shares; 2024Q4: 106,126 shares; 2025Q1: 84,444 shares; 2025Q2: 82,211 shares 82,211 $17.9M 0.03% -2,233 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,292 shares; 2024Q4: 229,219 shares; 2025Q1: 250,173 shares; 2025Q2: 245,094 shares 245,094 $17.6M 0.03% -5,079 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,521 shares; 2024Q4: 350,324 shares; 2025Q1: 394,786 shares; 2025Q2: 399,159 shares 399,159 $17.5M 0.03% +4,373 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,751 shares; 2024Q4: 385,468 shares; 2025Q1: 304,386 shares; 2025Q2: 248,340 shares 248,340 $17.5M 0.03% -56,046 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,443 shares; 2024Q4: 56,412 shares; 2025Q1: 56,845 shares; 2025Q2: 57,974 shares 57,974 $17.4M 0.03% +1,129 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 9,943 shares; 2025Q1: 10,043 shares; 2025Q2: 31,608 shares 31,608 $17.4M 0.03% +21,565 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,661 shares; 2024Q4: 190,123 shares; 2025Q1: 185,835 shares; 2025Q2: 211,707 shares 211,707 $17.1M 0.02% +25,872 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,977 shares; 2024Q4: 147,524 shares; 2025Q1: 158,261 shares; 2025Q2: 163,591 shares 163,591 $17M 0.02% +5,330 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,193 shares; 2024Q4: 182,936 shares; 2025Q1: 178,555 shares; 2025Q2: 180,565 shares 180,565 $16.9M 0.02% +2,010 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,475 shares; 2024Q4: 259,662 shares; 2025Q1: 272,480 shares; 2025Q2: 277,215 shares 277,215 $16.9M 0.02% +4,735 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,373 shares; 2024Q4: 140,899 shares; 2025Q1: 168,222 shares; 2025Q2: 153,926 shares 153,926 $16.9M 0.02% -14,296 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,981 shares; 2024Q4: 68,091 shares; 2025Q1: 68,773 shares; 2025Q2: 65,711 shares 65,711 $16.8M 0.02% -3,062 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 6,007 shares; 2025Q1: 5,900 shares; 2025Q2: 6,424 shares 6,424 $16.8M 0.02% +524 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 15,589 shares; 2025Q1: 18,923 shares; 2025Q2: 20,260 shares 20,260 $16.8M 0.02% +1,337 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,820 shares; 2024Q4: 522,562 shares; 2025Q1: 608,726 shares; 2025Q2: 581,684 shares 581,684 $16.7M 0.02% -27,042 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,331 shares; 2024Q4: 160,562 shares; 2025Q1: 240,661 shares; 2025Q2: 255,375 shares 255,375 $16.7M 0.02% +14,714 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,383 shares; 2024Q4: 16,362 shares; 2025Q1: 17,855 shares; 2025Q2: 21,764 shares 21,764 $16.7M 0.02% +3,909 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,824 shares; 2024Q4: 35,216 shares; 2025Q1: 47,206 shares; 2025Q2: 44,053 shares 44,053 $16.7M 0.02% -3,153 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,984 shares; 2024Q4: 177,299 shares; 2025Q1: 278,442 shares; 2025Q2: 305,646 shares 305,646 $16.6M 0.02% +27,204 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,364 shares; 2024Q4: 8,720 shares; 2025Q1: 191,192 shares; 2025Q2: 192,694 shares 192,694 $16.5M 0.02% +1,502 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,088 shares; 2024Q4: 184,678 shares; 2025Q1: 189,026 shares; 2025Q2: 192,755 shares 192,755 $16.2M 0.02% +3,729 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 384,640 shares 384,640 $16.2M 0.02% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,472 shares; 2024Q4: 167,139 shares; 2025Q1: 160,629 shares; 2025Q2: 177,060 shares 177,060 $16.1M 0.02% +16,431 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 11,926 shares; 2025Q1: 10,761 shares; 2025Q2: 15,202 shares 15,202 $16.1M 0.02% +4,441 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,950 shares; 2024Q4: 138,209 shares; 2025Q1: 165,526 shares; 2025Q2: 188,192 shares 188,192 $16M 0.02% +22,666 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,481 shares; 2024Q4: 66,371 shares; 2025Q1: 67,048 shares; 2025Q2: 79,315 shares 79,315 $16M 0.02% +12,267 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,348 shares; 2024Q4: 206,103 shares; 2025Q1: 215,018 shares; 2025Q2: 352,246 shares 352,246 $16M 0.02% +137,228 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,675 shares; 2024Q4: 284,900 shares; 2025Q1: 231,434 shares; 2025Q2: 341,038 shares 341,038 $15.8M 0.02% +109,604 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,608 shares; 2024Q4: 133,583 shares; 2025Q1: 130,966 shares; 2025Q2: 137,693 shares 137,693 $15.8M 0.02% +6,727 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,544 shares; 2024Q4: 219,167 shares; 2025Q1: 43,635 shares; 2025Q2: 63,551 shares 63,551 $15.7M 0.02% +19,916 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,829 shares; 2024Q4: 145,419 shares; 2025Q1: 141,230 shares; 2025Q2: 128,549 shares 128,549 $15.6M 0.02% -12,681 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,686 shares; 2024Q4: 146,458 shares; 2025Q1: 139,249 shares; 2025Q2: 138,682 shares 138,682 $15.6M 0.02% -567 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,419 shares; 2024Q4: 311,412 shares; 2025Q1: 281,763 shares; 2025Q2: 291,576 shares 291,576 $15.5M 0.02% +9,813 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,799 shares; 2024Q4: 355,502 shares; 2025Q1: 344,491 shares; 2025Q2: 303,840 shares 303,840 $15.5M 0.02% -40,651 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,056 shares; 2024Q4: 45,331 shares; 2025Q1: 49,642 shares; 2025Q2: 50,918 shares 50,918 $15.5M 0.02% +1,276 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,447 shares; 2024Q4: 729,761 shares; 2025Q1: 513,429 shares; 2025Q2: 432,808 shares 432,808 $15.4M 0.02% -80,621 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312,224 shares; 2024Q4: 6,314,158 shares; 2025Q1: 6,287,705 shares; 2025Q2: 6,366,860 shares 6,366,860 $15.2M 0.02% +79,155 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,059 shares; 2024Q4: 307,058 shares; 2025Q1: 329,296 shares; 2025Q2: 381,841 shares 381,841 $15.1M 0.02% +52,545 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,642 shares; 2024Q4: 105,581 shares; 2025Q1: 156,566 shares; 2025Q2: 163,578 shares 163,578 $14.9M 0.02% +7,012 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,656 shares; 2024Q4: 120,842 shares; 2025Q1: 107,109 shares; 2025Q2: 116,799 shares 116,799 $14.9M 0.02% +9,690 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,497 shares; 2024Q4: 112,347 shares; 2025Q1: 227,501 shares; 2025Q2: 216,765 shares 216,765 $14.9M 0.02% -10,736 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,785 shares; 2024Q4: 88,391 shares; 2025Q1: 100,801 shares; 2025Q2: 123,227 shares 123,227 $14.8M 0.02% +22,426 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,217 shares; 2024Q4: 16,993 shares; 2025Q1: 15,373 shares; 2025Q2: 14,185 shares 14,185 $14.8M 0.02% -1,188 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,773 shares; 2024Q4: 51,870 shares; 2025Q1: 98,992 shares; 2025Q2: 114,392 shares 114,392 $14.7M 0.02% +15,400 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,713 shares; 2024Q4: 437,225 shares; 2025Q1: 451,771 shares; 2025Q2: 446,152 shares 446,152 $14.6M 0.02% -5,619 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,305 shares; 2024Q4: 1,018,222 shares; 2025Q1: 1,048,063 shares; 2025Q2: 280,895 shares 280,895 $14.5M 0.02% -767,168 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,204 shares; 2024Q4: 62,538 shares; 2025Q1: 56,296 shares; 2025Q2: 60,916 shares 60,916 $14.5M 0.02% +4,620 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,053 shares; 2024Q4: 45,619 shares; 2025Q1: 45,045 shares; 2025Q2: 40,706 shares 40,706 $14.5M 0.02% -4,339 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,198 shares; 2024Q4: 294,905 shares; 2025Q1: 509,286 shares; 2025Q2: 288,183 shares 288,183 $14.5M 0.02% -221,103 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,618 shares; 2024Q4: 80,889 shares; 2025Q1: 85,673 shares; 2025Q2: 93,970 shares 93,970 $14.4M 0.02% +8,297 Timeline