AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,529,202 shares; 2024Q4: 23,411,435 shares; 2025Q1: 26,159,713 shares; 2025Q2: 28,284,420 shares; 2025Q3: 33,227,135 shares; 2025Q4: 36,259,568 shares 36,259,568 $3.62B 5.52% +3,032,433 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,140,104 shares; 2024Q4: 28,879,736 shares; 2025Q1: 31,632,611 shares; 2025Q2: 34,076,932 shares; 2025Q3: 37,853,211 shares; 2025Q4: 41,443,879 shares 41,443,879 $3.27B 4.98% +3,590,668 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162,186 shares; 2024Q4: 3,981,647 shares; 2025Q1: 4,284,070 shares; 2025Q2: 4,636,511 shares; 2025Q3: 4,916,729 shares; 2025Q4: 5,382,675 shares 5,382,675 $3.12B 4.75% +465,946 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,097,401 shares; 2024Q4: 46,498,436 shares; 2025Q1: 53,776,312 shares; 2025Q2: 56,562,304 shares; 2025Q3: 61,231,926 shares; 2025Q4: 64,358,203 shares 64,358,203 $2.55B 3.88% +3,126,277 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,601,179 shares; 2024Q4: 24,925,827 shares; 2025Q1: 28,419,354 shares; 2025Q2: 28,615,408 shares; 2025Q3: 33,413,896 shares; 2025Q4: 34,844,186 shares 34,844,186 $2.18B 3.32% +1,430,290 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,916,816 shares; 2024Q4: 6,910,350 shares; 2025Q1: 7,423,029 shares; 2025Q2: 7,583,456 shares; 2025Q3: 7,595,040 shares; 2025Q4: 7,824,890 shares 7,824,890 $1.96B 2.99% +229,850 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,285,610 shares; 2024Q4: 31,489,188 shares; 2025Q1: 34,232,617 shares; 2025Q2: 36,099,868 shares; 2025Q3: 38,135,706 shares; 2025Q4: 39,863,226 shares 39,863,226 $1.86B 2.83% +1,727,520 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,989,719 shares; 2025Q1: 5,063,620 shares; 2025Q2: not reported; 2025Q3: 6,050,013 shares; 2025Q4: 6,601,785 shares 6,601,785 $1.79B 2.73% +551,772 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,824,829 shares; 2024Q4: 35,688,280 shares; 2025Q1: 38,061,156 shares; 2025Q2: 40,120,427 shares; 2025Q3: 42,604,612 shares; 2025Q4: 44,791,614 shares 44,791,614 $1.7B 2.6% +2,187,002 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,594,916 shares; 2024Q4: 21,473,185 shares; 2025Q1: 24,470,734 shares; 2025Q2: 26,149,010 shares; 2025Q3: 31,188,956 shares; 2025Q4: 34,728,517 shares 34,728,517 $1.68B 2.56% +3,539,561 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,735,428 shares; 2024Q4: 27,409,561 shares; 2025Q1: 30,896,623 shares; 2025Q2: 31,737,070 shares; 2025Q3: 34,897,862 shares; 2025Q4: 36,999,033 shares 36,999,033 $1.28B 1.94% +2,101,171 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,487,399 shares; 2024Q4: 18,047,797 shares; 2025Q1: 19,891,735 shares; 2025Q2: 20,627,637 shares; 2025Q3: 21,723,174 shares; 2025Q4: 22,855,822 shares 22,855,822 $1.1B 1.67% +1,132,648 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076,232 shares; 2024Q4: 5,072,856 shares; 2025Q1: 5,409,314 shares; 2025Q2: not reported; 2025Q3: 5,856,339 shares; 2025Q4: 5,990,493 shares 5,990,493 $1.08B 1.65% +134,154 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,389,865 shares; 2024Q4: 17,791,542 shares; 2025Q1: 19,100,299 shares; 2025Q2: 19,920,696 shares; 2025Q3: 20,947,294 shares; 2025Q4: 21,523,566 shares 21,523,566 $1.07B 1.64% +576,272 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,146,739 shares; 2024Q4: 22,293,587 shares; 2025Q1: 24,353,247 shares; 2025Q2: 25,780,617 shares; 2025Q3: 28,414,757 shares; 2025Q4: 30,174,025 shares 30,174,025 $955M 1.46% +1,759,268 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185,433 shares; 2024Q4: 1,399,063 shares; 2025Q1: 1,426,336 shares; 2025Q2: 1,506,845 shares; 2025Q3: 1,791,013 shares; 2025Q4: 1,975,658 shares 1,975,658 $954M 1.45% +184,645 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,442,036 shares; 2024Q4: 6,435,481 shares; 2025Q1: 6,801,267 shares; 2025Q2: 6,250,171 shares; 2025Q3: 7,511,562 shares; 2025Q4: 8,549,244 shares 8,549,244 $916M 1.4% +1,037,682 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312,380 shares; 2024Q4: 6,251,064 shares; 2025Q1: 6,571,424 shares; 2025Q2: 6,898,621 shares; 2025Q3: 7,766,129 shares; 2025Q4: 8,489,274 shares 8,489,274 $906M 1.38% +723,145 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,367,571 shares; 2024Q4: 10,492,831 shares; 2025Q1: 11,755,709 shares; 2025Q2: 12,800,927 shares; 2025Q3: 15,303,927 shares; 2025Q4: 15,834,560 shares 15,834,560 $851M 1.3% +530,633 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,484,250 shares; 2025Q1: 12,627,209 shares; 2025Q2: 13,738,987 shares; 2025Q3: 14,080,549 shares; 2025Q4: 14,459,274 shares 14,459,274 $849M 1.29% +378,725 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397,255 shares; 2024Q4: 2,371,556 shares; 2025Q1: 2,634,913 shares; 2025Q2: 2,822,057 shares; 2025Q3: 3,194,576 shares; 2025Q4: 3,195,143 shares 3,195,143 $824M 1.26% +567 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,028,007 shares; 2025Q1: 8,891,846 shares; 2025Q2: 8,904,662 shares; 2025Q3: 9,209,393 shares; 2025Q4: 9,627,411 shares 9,627,411 $742M 1.13% +418,018 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,013 shares; 2024Q4: 1,180,761 shares; 2025Q1: 1,384,395 shares; 2025Q2: not reported; 2025Q3: 1,997,096 shares; 2025Q4: 2,052,515 shares 2,052,515 $688M 1.05% +55,419 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959,205 shares; 2024Q4: 5,874,264 shares; 2025Q1: 6,311,011 shares; 2025Q2: 6,404,360 shares; 2025Q3: 9,591,400 shares; 2025Q4: 10,228,805 shares 10,228,805 $514M 0.78% +637,405 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,539,753 shares; 2025Q1: 1,634,888 shares; 2025Q2: 1,588,375 shares; 2025Q3: 1,854,819 shares; 2025Q4: 2,120,444 shares 2,120,444 $493M 0.75% +265,625 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,404 shares; 2024Q4: 597,817 shares; 2025Q1: 631,455 shares; 2025Q2: 682,371 shares; 2025Q3: 661,365 shares; 2025Q4: 713,159 shares 713,159 $489M 0.75% +51,794 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218,926 shares; 2024Q4: 957,789 shares; 2025Q1: 979,248 shares; 2025Q2: 1,016,013 shares; 2025Q3: 1,228,481 shares; 2025Q4: 1,532,806 shares 1,532,806 $480M 0.73% +304,325 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,125 shares; 2024Q4: 1,101,174 shares; 2025Q1: 1,041,719 shares; 2025Q2: not reported; 2025Q3: 1,130,681 shares; 2025Q4: 1,215,875 shares 1,215,875 $388M 0.59% +85,194 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952,004 shares; 2024Q4: 834,525 shares; 2025Q1: 778,565 shares; 2025Q2: not reported; 2025Q3: 1,016,048 shares; 2025Q4: 1,119,547 shares 1,119,547 $385M 0.59% +103,499 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333,332 shares; 2024Q4: 2,187,615 shares; 2025Q1: 2,329,714 shares; 2025Q2: 2,488,249 shares; 2025Q3: 2,646,199 shares; 2025Q4: 2,751,727 shares 2,751,727 $373M 0.57% +105,528 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512,998 shares; 2024Q4: 455,161 shares; 2025Q1: 457,130 shares; 2025Q2: not reported; 2025Q3: 489,536 shares; 2025Q4: 535,995 shares 535,995 $365M 0.56% +46,459 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,179 shares; 2024Q4: 1,502,263 shares; 2025Q1: 1,511,273 shares; 2025Q2: 2,764,454 shares; 2025Q3: 4,220,173 shares; 2025Q4: 3,982,084 shares 3,982,084 $356M 0.54% -238,089 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457,473 shares; 2024Q4: 3,837,026 shares; 2025Q1: 4,201,497 shares; 2025Q2: 4,478,533 shares; 2025Q3: 5,228,419 shares; 2025Q4: 6,138,572 shares 6,138,572 $307M 0.47% +910,153 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,910 shares; 2024Q4: 352,294 shares; 2025Q1: 366,518 shares; 2025Q2: not reported; 2025Q3: 430,434 shares; 2025Q4: 461,718 shares 461,718 $299M 0.46% +31,284 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785,820 shares; 2024Q4: 774,884 shares; 2025Q1: 1,010,730 shares; 2025Q2: 783,548 shares; 2025Q3: 789,576 shares; 2025Q4: 792,517 shares 792,517 $296M 0.45% +2,941 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916,846 shares; 2024Q4: 11,897,313 shares; 2025Q1: 11,714,878 shares; 2025Q2: 11,439,747 shares; 2025Q3: 10,349,931 shares; 2025Q4: 10,387,007 shares 10,387,007 $283M 0.43% +37,076 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 416,322 shares; 2025Q1: 412,598 shares; 2025Q2: 454,648 shares; 2025Q3: 497,960 shares; 2025Q4: 548,252 shares 548,252 $276M 0.42% +50,292 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175,659 shares; 2025Q1: 218,410 shares; 2025Q2: 219,945 shares; 2025Q3: 292,663 shares; 2025Q4: 430,342 shares 430,342 $264M 0.4% +137,679 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,363 shares; 2024Q4: 45,842 shares; 2025Q1: 198,902 shares; 2025Q2: 482,588 shares; 2025Q3: 973,220 shares; 2025Q4: 1,213,006 shares 1,213,006 $253M 0.39% +239,786 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,851 shares; 2024Q4: 563,544 shares; 2025Q1: 575,474 shares; 2025Q2: 587,767 shares; 2025Q3: 699,543 shares; 2025Q4: 760,957 shares 760,957 $251M 0.38% +61,414 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,522 shares; 2024Q4: 341,500 shares; 2025Q1: 316,426 shares; 2025Q2: 391,172 shares; 2025Q3: 474,434 shares; 2025Q4: 523,753 shares 523,753 $233M 0.35% +49,319 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884,502 shares; 2024Q4: 1,977,557 shares; 2025Q1: 2,361,388 shares; 2025Q2: 2,625,859 shares; 2025Q3: 3,316,051 shares; 2025Q4: 8,819,963 shares 8,819,963 $226M 0.34% +5,503,912 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,309 shares; 2024Q4: 1,341,256 shares; 2025Q1: 1,289,584 shares; 2025Q2: 1,255,753 shares; 2025Q3: 1,129,698 shares; 2025Q4: 1,369,378 shares 1,369,378 $221M 0.34% +239,680 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089,777 shares; 2024Q4: 10,254,241 shares; 2025Q1: 10,069,548 shares; 2025Q2: 9,612,699 shares; 2025Q3: 9,169,702 shares; 2025Q4: 9,122,515 shares 9,122,515 $220M 0.33% -47,187 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504,693 shares; 2024Q4: 1,715,870 shares; 2025Q1: 2,486,268 shares; 2025Q2: 2,517,541 shares; 2025Q3: 2,462,353 shares; 2025Q4: 2,825,574 shares 2,825,574 $210M 0.32% +363,221 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,906 shares; 2024Q4: 384,560 shares; 2025Q1: 390,444 shares; 2025Q2: 375,463 shares; 2025Q3: 438,658 shares; 2025Q4: 430,661 shares 430,661 $204M 0.31% -7,997 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300,694 shares; 2024Q4: 1,529,950 shares; 2025Q1: 1,547,918 shares; 2025Q2: 1,612,585 shares; 2025Q3: 1,759,636 shares; 2025Q4: 1,804,128 shares 1,804,128 $202M 0.31% +44,492 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,684 shares; 2024Q4: 34,767 shares; 2025Q1: 33,449 shares; 2025Q2: 34,887 shares; 2025Q3: 275,257 shares; 2025Q4: 249,617 shares 249,617 $188M 0.29% -25,640 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115,480 shares; 2024Q4: 1,047,766 shares; 2025Q1: 1,067,861 shares; 2025Q2: not reported; 2025Q3: 1,380,899 shares; 2025Q4: 1,503,594 shares 1,503,594 $182M 0.28% +122,695 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,434 shares; 2024Q4: 465,227 shares; 2025Q1: 446,466 shares; 2025Q2: 470,633 shares; 2025Q3: 771,278 shares; 2025Q4: 772,653 shares 772,653 $170M 0.26% +1,375 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778,181 shares; 2024Q4: 1,515,932 shares; 2025Q1: 1,455,099 shares; 2025Q2: 1,406,621 shares; 2025Q3: 1,266,122 shares; 2025Q4: 1,228,831 shares 1,228,831 $168M 0.26% -37,291 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,216 shares; 2024Q4: 671,284 shares; 2025Q1: 685,996 shares; 2025Q2: 702,432 shares; 2025Q3: 766,805 shares; 2025Q4: 849,734 shares 849,734 $167M 0.26% +82,929 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,552 shares; 2024Q4: 422,260 shares; 2025Q1: 462,012 shares; 2025Q2: 403,562 shares; 2025Q3: 1,082,965 shares; 2025Q4: 1,326,065 shares 1,326,065 $159M 0.24% +243,100 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,741 shares; 2024Q4: 673,837 shares; 2025Q1: 666,500 shares; 2025Q2: 1,150,999 shares; 2025Q3: 2,553,315 shares; 2025Q4: 2,329,384 shares 2,329,384 $157M 0.24% -223,931 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,601 shares; 2024Q4: 150,236 shares; 2025Q1: 155,674 shares; 2025Q2: 159,058 shares; 2025Q3: 164,492 shares; 2025Q4: 1,616,762 shares 1,616,762 $152M 0.23% +1,452,270 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441,493 shares; 2024Q4: 881,908 shares; 2025Q1: 931,985 shares; 2025Q2: 679,302 shares; 2025Q3: 2,302,038 shares; 2025Q4: 2,275,104 shares 2,275,104 $150M 0.23% -26,934 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,030 shares; 2024Q4: 329,816 shares; 2025Q1: 418,422 shares; 2025Q2: not reported; 2025Q3: 334,163 shares; 2025Q4: 308,007 shares 308,007 $150M 0.23% -26,156 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377,922 shares; 2024Q4: 2,539,023 shares; 2025Q1: 2,662,185 shares; 2025Q2: 2,907,986 shares; 2025Q3: 3,516,713 shares; 2025Q4: 3,793,581 shares 3,793,581 $150M 0.23% +276,868 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,834 shares; 2024Q4: 111,584 shares; 2025Q1: 112,315 shares; 2025Q2: not reported; 2025Q3: 126,500 shares; 2025Q4: 134,390 shares 134,390 $149M 0.23% +7,890 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737,995 shares; 2024Q4: 1,927,538 shares; 2025Q1: 2,096,217 shares; 2025Q2: 2,297,262 shares; 2025Q3: 2,765,829 shares; 2025Q4: 2,963,376 shares 2,963,376 $142M 0.22% +197,547 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830,209 shares; 2024Q4: 1,161,166 shares; 2025Q1: 1,270,983 shares; 2025Q2: 1,351,426 shares; 2025Q3: 1,421,831 shares; 2025Q4: 1,463,552 shares 1,463,552 $141M 0.21% +41,721 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,251,897 shares; 2024Q4: 4,543,207 shares; 2025Q1: 4,374,696 shares; 2025Q2: 4,136,681 shares; 2025Q3: 3,740,157 shares; 2025Q4: 3,663,188 shares 3,663,188 $139M 0.21% -76,969 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,226 shares; 2024Q4: 128,063 shares; 2025Q1: 173,595 shares; 2025Q2: 2,775,216 shares; 2025Q3: 3,857,407 shares; 2025Q4: 6,189,596 shares 6,189,596 $137M 0.21% +2,332,189 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 40,274 shares; 2025Q1: 32,996 shares; 2025Q2: 1,262,847 shares; 2025Q3: 1,374,774 shares; 2025Q4: 1,313,515 shares 1,313,515 $133M 0.2% -61,259 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,065,502 shares; 2025Q1: 2,449,807 shares; 2025Q2: 2,799,668 shares; 2025Q3: 3,537,860 shares; 2025Q4: 5,611,412 shares 5,611,412 $131M 0.2% +2,073,552 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,011 shares; 2024Q4: 659,318 shares; 2025Q1: 723,746 shares; 2025Q2: 613,161 shares; 2025Q3: 661,628 shares; 2025Q4: 451,908 shares 451,908 $131M 0.2% -209,720 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,788 shares; 2024Q4: 334,730 shares; 2025Q1: 328,760 shares; 2025Q2: 332,205 shares; 2025Q3: 363,584 shares; 2025Q4: 379,969 shares 379,969 $131M 0.2% +16,385 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131,542 shares; 2024Q4: 1,205,740 shares; 2025Q1: 1,229,253 shares; 2025Q2: 1,269,873 shares; 2025Q3: 1,337,965 shares; 2025Q4: 1,369,980 shares 1,369,980 $130M 0.2% +32,015 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317,669 shares; 2024Q4: 1,183,246 shares; 2025Q1: 1,049,456 shares; 2025Q2: 1,048,751 shares; 2025Q3: 897,019 shares; 2025Q4: 792,153 shares 792,153 $127M 0.19% -104,866 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024,189 shares; 2024Q4: 2,126,666 shares; 2025Q1: 2,508,278 shares; 2025Q2: 2,814,444 shares; 2025Q3: 3,856,587 shares; 2025Q4: 5,175,746 shares 5,175,746 $126M 0.19% +1,319,159 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,830 shares; 2024Q4: 766,117 shares; 2025Q1: 848,466 shares; 2025Q2: 946,933 shares; 2025Q3: 1,327,424 shares; 2025Q4: 1,583,346 shares 1,583,346 $124M 0.19% +255,922 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,089 shares; 2024Q4: 327,741 shares; 2025Q1: 322,077 shares; 2025Q2: 310,565 shares; 2025Q3: 753,842 shares; 2025Q4: 826,324 shares 826,324 $123M 0.19% +72,482 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800,880 shares; 2024Q4: 3,261,298 shares; 2025Q1: 3,230,666 shares; 2025Q2: 3,085,664 shares; 2025Q3: 2,764,963 shares; 2025Q4: 2,648,394 shares 2,648,394 $120M 0.18% -116,569 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,875 shares; 2024Q4: 160,928 shares; 2025Q1: 158,648 shares; 2025Q2: not reported; 2025Q3: 250,392 shares; 2025Q4: 313,880 shares 313,880 $120M 0.18% +63,488 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923,472 shares; 2024Q4: 1,697,997 shares; 2025Q1: 1,529,810 shares; 2025Q2: 1,441,028 shares; 2025Q3: 1,286,426 shares; 2025Q4: 1,267,613 shares 1,267,613 $119M 0.18% -18,813 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,859 shares; 2024Q4: 979,034 shares; 2025Q1: 1,057,483 shares; 2025Q2: 1,097,529 shares; 2025Q3: 1,133,503 shares; 2025Q4: 1,129,439 shares 1,129,439 $119M 0.18% -4,064 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 691,764 shares; 2025Q1: 722,650 shares; 2025Q2: 761,515 shares; 2025Q3: 835,122 shares; 2025Q4: 866,313 shares 866,313 $117M 0.18% +31,191 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,234 shares; 2024Q4: 192,859 shares; 2025Q1: 230,534 shares; 2025Q2: 342,933 shares; 2025Q3: 402,856 shares; 2025Q4: 474,279 shares 474,279 $116M 0.18% +71,423 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,758 shares; 2024Q4: 259,738 shares; 2025Q1: 307,837 shares; 2025Q2: 307,855 shares; 2025Q3: 321,183 shares; 2025Q4: 327,629 shares 327,629 $115M 0.17% +6,446 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,817 shares; 2024Q4: 109,294 shares; 2025Q1: 110,580 shares; 2025Q2: not reported; 2025Q3: 118,891 shares; 2025Q4: 127,961 shares 127,961 $114M 0.17% +9,070 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,654 shares; 2024Q4: 114,751 shares; 2025Q1: 104,778 shares; 2025Q2: 98,972 shares; 2025Q3: 430,872 shares; 2025Q4: 792,342 shares 792,342 $114M 0.17% +361,470 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440,773 shares; 2025Q1: 657,924 shares; 2025Q2: 403,295 shares; 2025Q3: 1,134,255 shares; 2025Q4: 1,015,677 shares 1,015,677 $114M 0.17% -118,578 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,568 shares; 2024Q4: 575,101 shares; 2025Q1: 600,637 shares; 2025Q2: not reported; 2025Q3: 653,942 shares; 2025Q4: 662,857 shares 662,857 $113M 0.17% +8,915 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 418,452 shares; 2025Q1: 452,764 shares; 2025Q2: 514,914 shares; 2025Q3: 623,529 shares; 2025Q4: 647,175 shares 647,175 $111M 0.17% +23,646 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171,672 shares; 2024Q4: 2,989,218 shares; 2025Q1: 2,987,935 shares; 2025Q2: not reported; 2025Q3: 3,291,291 shares; 2025Q4: 2,915,058 shares 2,915,058 $108M 0.16% -376,233 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,521 shares; 2024Q4: 369,583 shares; 2025Q1: 372,349 shares; 2025Q2: not reported; 2025Q3: 645,984 shares; 2025Q4: 686,339 shares 686,339 $107M 0.16% +40,355 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,702 shares; 2024Q4: 203,726 shares; 2025Q1: 211,735 shares; 2025Q2: 234,376 shares; 2025Q3: 273,239 shares; 2025Q4: 272,375 shares 272,375 $105M 0.16% -864 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,071 shares; 2024Q4: 428,498 shares; 2025Q1: 406,629 shares; 2025Q2: 381,797 shares; 2025Q3: 450,037 shares; 2025Q4: 521,493 shares 521,493 $102M 0.16% +71,456 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,797 shares; 2024Q4: 334,481 shares; 2025Q1: 331,589 shares; 2025Q2: 567,079 shares; 2025Q3: 406,772 shares; 2025Q4: 430,631 shares 430,631 $100M 0.15% +23,859 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133,630 shares; 2024Q4: 2,202,542 shares; 2025Q1: 2,573,674 shares; 2025Q2: 2,821,416 shares; 2025Q3: 3,580,658 shares; 2025Q4: 4,136,377 shares 4,136,377 $100M 0.15% +555,719 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,989 shares; 2024Q4: 689,819 shares; 2025Q1: 752,659 shares; 2025Q2: 856,888 shares; 2025Q3: 900,305 shares; 2025Q4: 3,902,720 shares 3,902,720 $99.8M 0.15% +3,002,415 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,575 shares; 2024Q4: 257,240 shares; 2025Q1: 253,685 shares; 2025Q2: 237,492 shares; 2025Q3: 300,506 shares; 2025Q4: 345,378 shares 345,378 $98.6M 0.15% +44,872 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,171 shares; 2024Q4: 49,796 shares; 2025Q1: 50,671 shares; 2025Q2: 50,027 shares; 2025Q3: 67,334 shares; 2025Q4: 81,483 shares 81,483 $98.3M 0.15% +14,149 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,630 shares; 2024Q4: 120,702 shares; 2025Q1: 119,905 shares; 2025Q2: 224,363 shares; 2025Q3: 1,070,504 shares; 2025Q4: 1,170,521 shares 1,170,521 $93.9M 0.14% +100,017 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,959 shares; 2024Q4: 113,350 shares; 2025Q1: 112,826 shares; 2025Q2: 101,569 shares; 2025Q3: 140,236 shares; 2025Q4: 156,535 shares 156,535 $92.1M 0.14% +16,299 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,496 shares; 2024Q4: 514,888 shares; 2025Q1: 513,566 shares; 2025Q2: 494,494 shares; 2025Q3: 619,856 shares; 2025Q4: 621,261 shares 621,261 $91.7M 0.14% +1,405 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 7,181 shares; 2025Q1: 6,305 shares; 2025Q2: 7,748 shares; 2025Q3: 479,401 shares; 2025Q4: 402,846 shares 402,846 $90.5M 0.14% -76,555 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,053 shares; 2024Q4: 73,217 shares; 2025Q1: 70,880 shares; 2025Q2: 50,554 shares; 2025Q3: 101,201 shares; 2025Q4: 307,496 shares 307,496 $88.8M 0.14% +206,295 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,203 shares; 2024Q4: 853,156 shares; 2025Q1: 810,133 shares; 2025Q2: 794,658 shares; 2025Q3: 791,967 shares; 2025Q4: 732,489 shares 732,489 $88.8M 0.14% -59,478 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,808 shares; 2024Q4: 500,931 shares; 2025Q1: 659,649 shares; 2025Q2: 592,046 shares; 2025Q3: 467,049 shares; 2025Q4: 462,799 shares 462,799 $88.4M 0.13% -4,250 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,952 shares; 2024Q4: 652,175 shares; 2025Q1: 536,375 shares; 2025Q2: 1,120,751 shares; 2025Q3: 1,106,901 shares; 2025Q4: 1,166,330 shares 1,166,330 $86.4M 0.13% +59,429 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 81 shares; 2025Q2: 112 shares; 2025Q3: 119 shares; 2025Q4: 114 shares 114 $86M 0.13% -5 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251,013 shares; 2024Q4: 1,506,346 shares; 2025Q1: 1,740,360 shares; 2025Q2: 1,663,239 shares; 2025Q3: 1,482,190 shares; 2025Q4: 1,424,039 shares 1,424,039 $84.8M 0.13% -58,151 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635,466 shares; 2024Q4: 1,884,413 shares; 2025Q1: 1,904,915 shares; 2025Q2: 1,801,171 shares; 2025Q3: 1,817,298 shares; 2025Q4: 1,930,920 shares 1,930,920 $82.8M 0.13% +113,622 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759,279 shares; 2024Q4: 2,597,305 shares; 2025Q1: 2,461,237 shares; 2025Q2: 2,192,051 shares; 2025Q3: 1,824,909 shares; 2025Q4: 1,713,483 shares 1,713,483 $82.2M 0.13% -111,426 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,333 shares; 2024Q4: 633,206 shares; 2025Q1: 621,578 shares; 2025Q2: 615,011 shares; 2025Q3: 716,051 shares; 2025Q4: 775,210 shares 775,210 $81.6M 0.12% +59,159 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,723 shares; 2024Q4: 218,473 shares; 2025Q1: 223,963 shares; 2025Q2: not reported; 2025Q3: 259,562 shares; 2025Q4: 266,729 shares 266,729 $79.1M 0.12% +7,167 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292,464 shares; 2024Q4: 795,819 shares; 2025Q1: 1,022,951 shares; 2025Q2: 1,016,654 shares; 2025Q3: 954,923 shares; 2025Q4: 1,118,981 shares 1,118,981 $78M 0.12% +164,058 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,367 shares; 2024Q4: 48,392 shares; 2025Q1: 39,258 shares; 2025Q2: 30,444 shares; 2025Q3: 512,193 shares; 2025Q4: 644,754 shares 644,754 $76M 0.12% +132,561 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,584 shares; 2024Q4: 651,573 shares; 2025Q1: 660,924 shares; 2025Q2: 657,867 shares; 2025Q3: 733,918 shares; 2025Q4: 803,681 shares 803,681 $73.4M 0.11% +69,763 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,003 shares; 2024Q4: 91,750 shares; 2025Q1: 114,367 shares; 2025Q2: 142,139 shares; 2025Q3: 149,727 shares; 2025Q4: 154,484 shares 154,484 $72.1M 0.11% +4,757 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,669 shares; 2024Q4: 221,653 shares; 2025Q1: 265,737 shares; 2025Q2: 398,937 shares; 2025Q3: 505,945 shares; 2025Q4: 617,800 shares 617,800 $72.1M 0.11% +111,855 Timeline VPC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: not reported; 2025Q1: 15,533 shares; 2025Q2: 15,977 shares; 2025Q3: not reported; 2025Q4: 115,005 shares 115,005 $71.8M 0.11% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,140,421 shares; 2025Q1: 1,094,726 shares; 2025Q2: 1,074,207 shares; 2025Q3: 1,259,938 shares; 2025Q4: 1,405,647 shares 1,405,647 $70.9M 0.11% +145,709 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329,702 shares; 2025Q1: 344,376 shares; 2025Q2: 420,752 shares; 2025Q3: 500,459 shares; 2025Q4: 556,278 shares 556,278 $70.7M 0.11% +55,819 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 126,761 shares; 2025Q1: 128,073 shares; 2025Q2: 120,049 shares; 2025Q3: 121,557 shares; 2025Q4: 121,329 shares 121,329 $70.4M 0.11% -228 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405,810 shares; 2024Q4: 2,006,071 shares; 2025Q1: 1,999,875 shares; 2025Q2: 2,870,409 shares; 2025Q3: 2,727,224 shares; 2025Q4: 2,667,904 shares 2,667,904 $70M 0.11% -59,320 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,269 shares; 2025Q1: 250,936 shares; 2025Q2: 251,075 shares; 2025Q3: 242,440 shares; 2025Q4: 267,979 shares 267,979 $69.6M 0.11% +25,539 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,880 shares; 2024Q4: 47,410 shares; 2025Q1: 45,272 shares; 2025Q2: 44,380 shares; 2025Q3: 794,616 shares; 2025Q4: 665,834 shares 665,834 $69M 0.11% -128,782 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,249,535 shares; 2025Q1: 1,439,348 shares; 2025Q2: 1,667,055 shares; 2025Q3: 2,238,739 shares; 2025Q4: 2,795,200 shares 2,795,200 $67.5M 0.1% +556,461 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,351,349 shares; 2024Q4: 303,832 shares; 2025Q1: 292,721 shares; 2025Q2: 289,785 shares; 2025Q3: 633,498 shares; 2025Q4: 738,347 shares 738,347 $67.5M 0.1% +104,849 Timeline APGE APOGEE THERAPEUTICS INC More: the full row for APOGEE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720,101 shares; 2025Q1: 1,640,180 shares; 2025Q2: 820,376 shares; 2025Q3: 970,581 shares; 2025Q4: 890,665 shares 890,665 $67.2M 0.1% -79,916 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,730 shares; 2024Q4: 577,050 shares; 2025Q1: 612,647 shares; 2025Q2: 679,401 shares; 2025Q3: 1,184,440 shares; 2025Q4: 1,479,568 shares 1,479,568 $66.1M 0.1% +295,128 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,020 shares; 2024Q4: 399,590 shares; 2025Q1: 458,879 shares; 2025Q2: 651,224 shares; 2025Q3: 1,257,685 shares; 2025Q4: 2,842,417 shares 2,842,417 $65M 0.1% +1,584,732 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,361 shares; 2024Q4: 227,289 shares; 2025Q1: 204,843 shares; 2025Q2: 173,193 shares; 2025Q3: 192,083 shares; 2025Q4: 206,226 shares 206,226 $63.4M 0.1% +14,143 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,753 shares; 2024Q4: 277,281 shares; 2025Q1: 373,312 shares; 2025Q2: 415,745 shares; 2025Q3: 541,917 shares; 2025Q4: 580,843 shares 580,843 $63.3M 0.1% +38,926 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,468 shares; 2024Q4: 986,403 shares; 2025Q1: 971,068 shares; 2025Q2: 880,573 shares; 2025Q3: 718,369 shares; 2025Q4: 779,157 shares 779,157 $63.3M 0.1% +60,788 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,417 shares; 2024Q4: 348,995 shares; 2025Q1: 315,601 shares; 2025Q2: 294,867 shares; 2025Q3: 291,011 shares; 2025Q4: 609,616 shares 609,616 $61.7M 0.09% +318,605 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 7,587 shares; 2025Q1: 315,573 shares; 2025Q2: 628,486 shares; 2025Q3: 1,277,193 shares; 2025Q4: 1,279,906 shares 1,279,906 $61.6M 0.09% +2,713 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904,936 shares; 2025Q4: 893,610 shares 893,610 $61.2M 0.09% -11,326 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992,324 shares; 2024Q4: 2,398,866 shares; 2025Q1: 2,313,118 shares; 2025Q2: 2,203,032 shares; 2025Q3: 2,061,344 shares; 2025Q4: 2,123,561 shares 2,123,561 $61.1M 0.09% +62,217 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,098 shares; 2024Q4: 216,576 shares; 2025Q1: 233,584 shares; 2025Q2: 334,140 shares; 2025Q3: 363,021 shares; 2025Q4: 395,445 shares 395,445 $60.7M 0.09% +32,424 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,345 shares; 2024Q4: 223,630 shares; 2025Q1: 225,890 shares; 2025Q2: 228,407 shares; 2025Q3: 377,608 shares; 2025Q4: 410,009 shares 410,009 $60.3M 0.09% +32,401 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 365,188 shares; 2025Q1: 376,130 shares; 2025Q2: 414,867 shares; 2025Q3: 494,495 shares; 2025Q4: 518,023 shares 518,023 $60.1M 0.09% +23,528 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,289 shares; 2025Q1: 152,707 shares; 2025Q2: 130,133 shares; 2025Q3: 130,245 shares; 2025Q4: 150,285 shares 150,285 $58.7M 0.09% +20,040 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,006 shares; 2024Q4: 99,771 shares; 2025Q1: 80,487 shares; 2025Q2: 80,388 shares; 2025Q3: 88,597 shares; 2025Q4: 99,597 shares 99,597 $58.5M 0.09% +11,000 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991,274 shares; 2024Q4: 1,090,482 shares; 2025Q1: 839,833 shares; 2025Q2: 870,086 shares; 2025Q3: 1,160,599 shares; 2025Q4: 1,312,116 shares 1,312,116 $57.8M 0.09% +151,517 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 11,687 shares; 2025Q1: 16,053 shares; 2025Q2: 11,460 shares; 2025Q3: 1,831,804 shares; 2025Q4: 1,835,107 shares 1,835,107 $56.9M 0.09% +3,303 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,008 shares; 2024Q4: 621,653 shares; 2025Q1: 639,156 shares; 2025Q2: 735,303 shares; 2025Q3: 850,159 shares; 2025Q4: 972,816 shares 972,816 $56.2M 0.09% +122,657 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,664 shares; 2024Q4: 45,044 shares; 2025Q1: 48,499 shares; 2025Q2: 55,756 shares; 2025Q3: 62,294 shares; 2025Q4: 63,318 shares 63,318 $56M 0.09% +1,024 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199,905 shares; 2025Q1: 202,480 shares; 2025Q2: 236,075 shares; 2025Q3: 271,347 shares; 2025Q4: 299,909 shares 299,909 $55.6M 0.08% +28,562 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,757 shares; 2024Q4: 235,147 shares; 2025Q1: 373,328 shares; 2025Q2: 543,121 shares; 2025Q3: 645,899 shares; 2025Q4: 664,789 shares 664,789 $55.5M 0.08% +18,890 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,695 shares; 2024Q4: 866,358 shares; 2025Q1: 859,031 shares; 2025Q2: 947,342 shares; 2025Q3: 1,069,676 shares; 2025Q4: 2,122,321 shares 2,122,321 $54.4M 0.08% +1,052,645 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,187 shares; 2024Q4: 146,935 shares; 2025Q1: 153,695 shares; 2025Q2: 152,031 shares; 2025Q3: 1,165,543 shares; 2025Q4: 990,462 shares 990,462 $54.3M 0.08% -175,081 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,720 shares; 2024Q4: 99,357 shares; 2025Q1: 83,428 shares; 2025Q2: 65,617 shares; 2025Q3: 889,839 shares; 2025Q4: 898,123 shares 898,123 $54M 0.08% +8,284 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,639 shares; 2024Q4: 192,213 shares; 2025Q1: 200,323 shares; 2025Q2: 309,171 shares; 2025Q3: 380,343 shares; 2025Q4: 391,964 shares 391,964 $54M 0.08% +11,621 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,285 shares; 2024Q4: 34,587 shares; 2025Q1: 31,196 shares; 2025Q2: 27,932 shares; 2025Q3: 254,840 shares; 2025Q4: 452,069 shares 452,069 $54M 0.08% +197,229 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,318 shares; 2024Q4: 179,127 shares; 2025Q1: 172,988 shares; 2025Q2: 141,844 shares; 2025Q3: 154,280 shares; 2025Q4: 152,615 shares 152,615 $53.7M 0.08% -1,665 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 659,681 shares; 2025Q1: 705,785 shares; 2025Q2: 764,582 shares; 2025Q3: 821,622 shares; 2025Q4: 2,092,664 shares 2,092,664 $53.2M 0.08% +1,271,042 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,282 shares; 2024Q4: 169,120 shares; 2025Q1: 184,732 shares; 2025Q2: 245,629 shares; 2025Q3: 276,050 shares; 2025Q4: 334,200 shares 334,200 $52M 0.08% +58,150 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,693 shares; 2024Q4: 112,874 shares; 2025Q1: 106,542 shares; 2025Q2: 104,449 shares; 2025Q3: 378,005 shares; 2025Q4: 341,310 shares 341,310 $51.9M 0.08% -36,695 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957,821 shares; 2024Q4: 822,923 shares; 2025Q1: 833,894 shares; 2025Q2: 911,065 shares; 2025Q3: 954,866 shares; 2025Q4: 2,032,818 shares 2,032,818 $51.6M 0.08% +1,077,952 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287,676 shares; 2024Q4: 1,330,416 shares; 2025Q1: 963,285 shares; 2025Q2: 981,399 shares; 2025Q3: 1,238,513 shares; 2025Q4: 1,371,180 shares 1,371,180 $51.4M 0.08% +132,667 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,473 shares; 2024Q4: 359,219 shares; 2025Q1: 400,042 shares; 2025Q2: 370,567 shares; 2025Q3: 339,076 shares; 2025Q4: 417,050 shares 417,050 $51.4M 0.08% +77,974 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,468 shares; 2025Q1: 257,455 shares; 2025Q2: 290,197 shares; 2025Q3: 310,981 shares; 2025Q4: 404,775 shares 404,775 $51.3M 0.08% +93,794 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,544 shares; 2024Q4: 422,172 shares; 2025Q1: 486,744 shares; 2025Q2: 644,028 shares; 2025Q3: 1,064,986 shares; 2025Q4: 2,277,770 shares 2,277,770 $51.2M 0.08% +1,212,784 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,868 shares; 2024Q4: 482,618 shares; 2025Q1: 528,120 shares; 2025Q2: 677,243 shares; 2025Q3: 1,057,748 shares; 2025Q4: 2,271,602 shares 2,271,602 $50.8M 0.08% +1,213,854 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886,835 shares; 2024Q4: 1,437,053 shares; 2025Q1: 1,486,016 shares; 2025Q2: 1,636,892 shares; 2025Q3: 1,572,349 shares; 2025Q4: 1,789,062 shares 1,789,062 $50.3M 0.08% +216,713 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,425 shares; 2024Q4: 125,161 shares; 2025Q1: 130,546 shares; 2025Q2: 129,462 shares; 2025Q3: 152,055 shares; 2025Q4: 163,141 shares 163,141 $50.1M 0.08% +11,086 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,012 shares; 2024Q4: 118,002 shares; 2025Q1: 115,531 shares; 2025Q2: 168,578 shares; 2025Q3: 159,784 shares; 2025Q4: 184,822 shares 184,822 $49.9M 0.08% +25,038 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603,332 shares; 2024Q4: 1,547,089 shares; 2025Q1: 1,640,266 shares; 2025Q2: 1,670,517 shares; 2025Q3: 1,882,037 shares; 2025Q4: 2,098,262 shares 2,098,262 $49.5M 0.08% +216,225 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953,207 shares; 2025Q4: 967,873 shares 967,873 $49.4M 0.08% +14,666 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,882 shares; 2024Q4: 336,713 shares; 2025Q1: 340,007 shares; 2025Q2: 318,096 shares; 2025Q3: 2,198,822 shares; 2025Q4: 1,860,710 shares 1,860,710 $49.3M 0.08% -338,112 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634,029 shares; 2025Q3: 788,303 shares; 2025Q4: 1,872,341 shares 1,872,341 $48.8M 0.07% +1,084,038 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924,028 shares; 2024Q4: 1,863,839 shares; 2025Q1: 1,740,454 shares; 2025Q2: 1,628,282 shares; 2025Q3: 1,509,693 shares; 2025Q4: 1,487,801 shares 1,487,801 $48.7M 0.07% -21,892 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,055 shares; 2024Q4: 604,440 shares; 2025Q1: 653,397 shares; 2025Q2: 747,624 shares; 2025Q3: 946,916 shares; 2025Q4: 1,008,312 shares 1,008,312 $48.3M 0.07% +61,396 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,149 shares; 2024Q4: 311,853 shares; 2025Q1: 311,107 shares; 2025Q2: 117,546 shares; 2025Q3: 319,848 shares; 2025Q4: 342,108 shares 342,108 $48.1M 0.07% +22,260 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838,242 shares; 2024Q4: 1,604,768 shares; 2025Q1: 1,421,420 shares; 2025Q2: 1,400,196 shares; 2025Q3: 608,120 shares; 2025Q4: 603,041 shares 603,041 $48.1M 0.07% -5,079 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,403 shares; 2024Q4: 148,301 shares; 2025Q1: 143,736 shares; 2025Q2: not reported; 2025Q3: 145,658 shares; 2025Q4: 143,337 shares 143,337 $47.7M 0.07% -2,321 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,379 shares; 2024Q4: 40,777 shares; 2025Q1: 37,480 shares; 2025Q2: 33,427 shares; 2025Q3: 396,836 shares; 2025Q4: 330,346 shares 330,346 $47.3M 0.07% -66,490 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934,131 shares; 2024Q4: 506,633 shares; 2025Q1: 1,008,471 shares; 2025Q2: 638,534 shares; 2025Q3: 858,447 shares; 2025Q4: 804,412 shares 804,412 $47.2M 0.07% -54,035 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,804 shares; 2024Q4: 236,914 shares; 2025Q1: 204,853 shares; 2025Q2: not reported; 2025Q3: 235,672 shares; 2025Q4: 291,608 shares 291,608 $47.1M 0.07% +55,936 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,537 shares; 2025Q1: 120,436 shares; 2025Q2: 115,487 shares; 2025Q3: 121,178 shares; 2025Q4: 144,357 shares 144,357 $46.7M 0.07% +23,179 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,956 shares; 2024Q4: 74,127 shares; 2025Q1: 77,222 shares; 2025Q2: 109,441 shares; 2025Q3: 127,523 shares; 2025Q4: 131,849 shares 131,849 $45.4M 0.07% +4,326 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,253 shares; 2024Q4: 1,051,076 shares; 2025Q1: 555,379 shares; 2025Q2: 581,071 shares; 2025Q3: 605,912 shares; 2025Q4: 639,621 shares 639,621 $45.2M 0.07% +33,709 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,803 shares; 2024Q4: 660,581 shares; 2025Q1: 889,280 shares; 2025Q2: 498,592 shares; 2025Q3: 481,909 shares; 2025Q4: 1,178,866 shares 1,178,866 $44.9M 0.07% +696,957 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,554 shares; 2024Q4: 208,681 shares; 2025Q1: 199,584 shares; 2025Q2: not reported; 2025Q3: 166,834 shares; 2025Q4: 166,268 shares 166,268 $44.6M 0.07% -566 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,446 shares; 2024Q4: 174,017 shares; 2025Q1: 173,130 shares; 2025Q2: 172,846 shares; 2025Q3: 560,874 shares; 2025Q4: 529,120 shares 529,120 $44.3M 0.07% -31,754 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,743 shares; 2025Q1: 89,826 shares; 2025Q2: 120,779 shares; 2025Q3: 195,979 shares; 2025Q4: 211,450 shares 211,450 $44.1M 0.07% +15,471 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,087 shares; 2024Q4: 180,940 shares; 2025Q1: 190,649 shares; 2025Q2: 200,092 shares; 2025Q3: 198,036 shares; 2025Q4: 208,607 shares 208,607 $43.9M 0.07% +10,571 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,013 shares; 2024Q4: 31,448 shares; 2025Q1: 267,714 shares; 2025Q2: 383,505 shares; 2025Q3: 463,125 shares; 2025Q4: 435,602 shares 435,602 $43.5M 0.07% -27,523 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,661 shares; 2024Q4: 145,323 shares; 2025Q1: 140,243 shares; 2025Q2: 132,491 shares; 2025Q3: 142,483 shares; 2025Q4: 137,198 shares 137,198 $43.2M 0.07% -5,285 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 7,422 shares; 2025Q1: 4,571 shares; 2025Q2: 19,784 shares; 2025Q3: 467,286 shares; 2025Q4: 430,441 shares 430,441 $43.2M 0.07% -36,845 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,442 shares; 2024Q4: 381,056 shares; 2025Q1: 429,969 shares; 2025Q2: 599,379 shares; 2025Q3: 1,046,617 shares; 2025Q4: 1,965,283 shares 1,965,283 $43.1M 0.07% +918,666 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,586 shares; 2024Q4: 323,019 shares; 2025Q1: 358,254 shares; 2025Q2: 494,961 shares; 2025Q3: 426,302 shares; 2025Q4: 458,159 shares 458,159 $42.6M 0.07% +31,857 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,618 shares; 2024Q4: 58,037 shares; 2025Q1: 139,068 shares; 2025Q2: 206,215 shares; 2025Q3: 298,212 shares; 2025Q4: 305,852 shares 305,852 $42.6M 0.06% +7,640 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 177,721 shares; 2025Q1: 176,185 shares; 2025Q2: not reported; 2025Q3: 175,109 shares; 2025Q4: 196,842 shares 196,842 $42.3M 0.06% +21,733 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,820 shares; 2024Q4: 15,837 shares; 2025Q1: 19,993 shares; 2025Q2: 22,023 shares; 2025Q3: 287,274 shares; 2025Q4: 540,144 shares 540,144 $42.1M 0.06% +252,870 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423,757 shares; 2025Q4: 1,458,233 shares 1,458,233 $42.1M 0.06% +34,476 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364,153 shares; 2024Q4: 1,429,931 shares; 2025Q1: 1,460,034 shares; 2025Q2: 1,207,928 shares; 2025Q3: 1,662,987 shares; 2025Q4: 1,833,017 shares 1,833,017 $42M 0.06% +170,030 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,991 shares; 2024Q4: 739,766 shares; 2025Q1: 751,219 shares; 2025Q2: 762,669 shares; 2025Q3: 925,427 shares; 2025Q4: 945,667 shares 945,667 $41.8M 0.06% +20,240 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,863 shares; 2024Q4: 51,912 shares; 2025Q1: 50,923 shares; 2025Q2: 49,973 shares; 2025Q3: 67,768 shares; 2025Q4: 80,910 shares 80,910 $41.7M 0.06% +13,142 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,833 shares; 2024Q4: 48,331 shares; 2025Q1: 106,948 shares; 2025Q2: 201,715 shares; 2025Q3: 195,926 shares; 2025Q4: 149,298 shares 149,298 $41.6M 0.06% -46,628 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,872 shares; 2024Q4: 99,117 shares; 2025Q1: 117,351 shares; 2025Q2: 116,890 shares; 2025Q3: 114,300 shares; 2025Q4: 131,278 shares 131,278 $41.3M 0.06% +16,978 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,178 shares; 2024Q4: 64,221 shares; 2025Q1: 103,951 shares; 2025Q2: 86,286 shares; 2025Q3: 108,652 shares; 2025Q4: 1,941,124 shares 1,941,124 $41.1M 0.06% +1,832,472 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,597 shares; 2024Q4: 54,082 shares; 2025Q1: 51,793 shares; 2025Q2: 45,940 shares; 2025Q3: 291,031 shares; 2025Q4: 266,132 shares 266,132 $40.5M 0.06% -24,899 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,337 shares; 2024Q4: 37,176 shares; 2025Q1: 36,577 shares; 2025Q2: 39,798 shares; 2025Q3: 100,720 shares; 2025Q4: 155,398 shares 155,398 $40.4M 0.06% +54,678 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,059 shares; 2024Q4: 319,219 shares; 2025Q1: 308,693 shares; 2025Q2: 308,867 shares; 2025Q3: 251,693 shares; 2025Q4: 270,045 shares 270,045 $40.2M 0.06% +18,352 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915,720 shares; 2025Q4: 794,629 shares 794,629 $39.6M 0.06% -121,091 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,795 shares; 2024Q4: 727,536 shares; 2025Q1: 767,476 shares; 2025Q2: 788,459 shares; 2025Q3: 1,436,041 shares; 2025Q4: 1,588,419 shares 1,588,419 $39.6M 0.06% +152,378 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,024 shares; 2025Q4: 1,289,720 shares 1,289,720 $39M 0.06% +1,229,696 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,542 shares; 2024Q4: 180,365 shares; 2025Q1: 194,226 shares; 2025Q2: 236,129 shares; 2025Q3: 429,007 shares; 2025Q4: 892,075 shares 892,075 $38.8M 0.06% +463,068 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,523 shares; 2024Q4: 12,156 shares; 2025Q1: 13,438 shares; 2025Q2: 42,108 shares; 2025Q3: 45,731 shares; 2025Q4: 43,969 shares 43,969 $38.8M 0.06% -1,762 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600,934 shares; 2024Q4: 1,282,333 shares; 2025Q1: 1,300,303 shares; 2025Q2: 1,305,684 shares; 2025Q3: 1,215,209 shares; 2025Q4: 1,187,547 shares 1,187,547 $38.7M 0.06% -27,662 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,958 shares; 2025Q2: 43,206 shares; 2025Q3: 616,903 shares; 2025Q4: 742,208 shares 742,208 $38.4M 0.06% +125,305 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 911,485 shares; 2024Q4: 695,149 shares; 2025Q1: 633,280 shares; 2025Q2: 574,511 shares; 2025Q3: 476,675 shares; 2025Q4: 445,083 shares 445,083 $38.4M 0.06% -31,592 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,288 shares; 2024Q4: 23,316 shares; 2025Q1: 23,829 shares; 2025Q2: 401,507 shares; 2025Q3: 414,611 shares; 2025Q4: 420,019 shares 420,019 $38.3M 0.06% +5,408 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,189 shares; 2024Q4: 469,527 shares; 2025Q1: 455,960 shares; 2025Q2: 414,805 shares; 2025Q3: 469,035 shares; 2025Q4: 497,971 shares 497,971 $37.6M 0.06% +28,936 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,049 shares; 2024Q4: 337,991 shares; 2025Q1: 441,358 shares; 2025Q2: 438,743 shares; 2025Q3: 269,276 shares; 2025Q4: 189,478 shares 189,478 $37.5M 0.06% -79,798 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,631 shares; 2024Q4: 371,420 shares; 2025Q1: 523,849 shares; 2025Q2: 580,146 shares; 2025Q3: 488,224 shares; 2025Q4: 507,301 shares 507,301 $37.3M 0.06% +19,077 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,664 shares; 2024Q4: 228,467 shares; 2025Q1: 236,753 shares; 2025Q2: 241,430 shares; 2025Q3: 295,885 shares; 2025Q4: 325,035 shares 325,035 $37.3M 0.06% +29,150 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994,041 shares; 2024Q4: 1,278,036 shares; 2025Q1: 1,342,186 shares; 2025Q2: 1,129,961 shares; 2025Q3: 1,091,049 shares; 2025Q4: 1,135,396 shares 1,135,396 $37M 0.06% +44,347 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,806 shares; 2024Q4: 126,605 shares; 2025Q1: 134,768 shares; 2025Q2: 238,811 shares; 2025Q3: 272,034 shares; 2025Q4: 344,932 shares 344,932 $36.9M 0.06% +72,898 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,802 shares; 2024Q4: 68,128 shares; 2025Q1: 111,670 shares; 2025Q2: 341,957 shares; 2025Q3: 427,286 shares; 2025Q4: 423,631 shares 423,631 $36.9M 0.06% -3,655 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,734 shares; 2024Q4: 142,591 shares; 2025Q1: 144,103 shares; 2025Q2: 154,260 shares; 2025Q3: 151,782 shares; 2025Q4: 153,018 shares 153,018 $36.9M 0.06% +1,236 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,753 shares; 2024Q4: 451,554 shares; 2025Q1: 471,440 shares; 2025Q2: 455,699 shares; 2025Q3: 666,023 shares; 2025Q4: 679,923 shares 679,923 $36.9M 0.06% +13,900 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,239 shares; 2024Q4: 85,126 shares; 2025Q1: 71,959 shares; 2025Q2: 70,020 shares; 2025Q3: 548,402 shares; 2025Q4: 513,623 shares 513,623 $36.7M 0.06% -34,779 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,803 shares; 2024Q4: 165,581 shares; 2025Q1: 173,855 shares; 2025Q2: 179,023 shares; 2025Q3: 190,372 shares; 2025Q4: 201,137 shares 201,137 $36.4M 0.06% +10,765 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,314 shares; 2024Q4: 144,930 shares; 2025Q1: 144,866 shares; 2025Q2: 142,108 shares; 2025Q3: 135,338 shares; 2025Q4: 136,626 shares 136,626 $35.9M 0.05% +1,288 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,344 shares; 2024Q4: 34,004 shares; 2025Q1: 64,838 shares; 2025Q2: 639,493 shares; 2025Q3: 1,183,092 shares; 2025Q4: 1,809,084 shares 1,809,084 $35.9M 0.05% +625,992 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,635 shares; 2024Q4: 35,287 shares; 2025Q1: 36,039 shares; 2025Q2: 49,234 shares; 2025Q3: 59,778 shares; 2025Q4: 70,235 shares 70,235 $35.9M 0.05% +10,457 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,665 shares; 2024Q4: 142,194 shares; 2025Q1: 172,966 shares; 2025Q2: 171,635 shares; 2025Q3: 188,890 shares; 2025Q4: 193,323 shares 193,323 $35.8M 0.05% +4,433 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,914 shares; 2024Q4: 272,176 shares; 2025Q1: 284,247 shares; 2025Q2: 383,482 shares; 2025Q3: 405,046 shares; 2025Q4: 405,308 shares 405,308 $35.8M 0.05% +262 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,488 shares; 2024Q4: 466,297 shares; 2025Q1: 494,278 shares; 2025Q2: 535,984 shares; 2025Q3: 660,307 shares; 2025Q4: 750,901 shares 750,901 $35.1M 0.05% +90,594 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 193,495 shares; 2025Q1: 220,393 shares; 2025Q2: 367,607 shares; 2025Q3: 367,967 shares; 2025Q4: 373,524 shares 373,524 $35.1M 0.05% +5,557 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078,664 shares; 2024Q4: 1,983,729 shares; 2025Q1: 1,922,675 shares; 2025Q2: 1,866,879 shares; 2025Q3: 1,582,342 shares; 2025Q4: 1,437,525 shares 1,437,525 $35M 0.05% -144,817 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,651 shares; 2024Q4: 287,752 shares; 2025Q1: 221,413 shares; 2025Q2: 243,812 shares; 2025Q3: 313,178 shares; 2025Q4: 340,980 shares 340,980 $34.8M 0.05% +27,802 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,992 shares; 2024Q4: 181,389 shares; 2025Q1: 228,959 shares; 2025Q2: 176,390 shares; 2025Q3: 170,530 shares; 2025Q4: 162,435 shares 162,435 $34.4M 0.05% -8,095 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,466 shares; 2024Q4: 38,775 shares; 2025Q1: 108,093 shares; 2025Q2: 157,631 shares; 2025Q3: 168,457 shares; 2025Q4: 163,863 shares 163,863 $33.6M 0.05% -4,594 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606,115 shares; 2025Q1: 1,175,937 shares; 2025Q2: 515,844 shares; 2025Q3: 418,028 shares; 2025Q4: 408,468 shares 408,468 $33.6M 0.05% -9,560 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,450 shares; 2025Q1: 92,481 shares; 2025Q2: 101,150 shares; 2025Q3: 112,693 shares; 2025Q4: 114,782 shares 114,782 $33.3M 0.05% +2,089 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,909 shares; 2024Q4: 87,325 shares; 2025Q1: 94,292 shares; 2025Q2: 94,477 shares; 2025Q3: 106,432 shares; 2025Q4: 144,295 shares 144,295 $32.8M 0.05% +37,863 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,208 shares; 2025Q2: 6,058 shares; 2025Q3: 276,827 shares; 2025Q4: 536,230 shares 536,230 $32.7M 0.05% +259,403 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,772 shares; 2024Q4: 96,244 shares; 2025Q1: 84,937 shares; 2025Q2: 107,083 shares; 2025Q3: 115,938 shares; 2025Q4: 134,908 shares 134,908 $32.7M 0.05% +18,970 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,477 shares; 2024Q4: 78,098 shares; 2025Q1: 84,013 shares; 2025Q2: 73,051 shares; 2025Q3: 81,611 shares; 2025Q4: 100,848 shares 100,848 $32.4M 0.05% +19,237 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,055 shares; 2024Q4: 962,109 shares; 2025Q1: 1,708,521 shares; 2025Q2: 1,084,519 shares; 2025Q3: 965,851 shares; 2025Q4: 972,184 shares 972,184 $32.2M 0.05% +6,333 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,329 shares; 2024Q4: 70,779 shares; 2025Q1: 71,942 shares; 2025Q2: 272,949 shares; 2025Q3: 299,591 shares; 2025Q4: 287,550 shares 287,550 $32.2M 0.05% -12,041 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,335 shares; 2024Q4: 65,840 shares; 2025Q1: 76,198 shares; 2025Q2: 101,174 shares; 2025Q3: 168,565 shares; 2025Q4: 174,226 shares 174,226 $32.1M 0.05% +5,661 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,258 shares; 2024Q4: 85,885 shares; 2025Q1: 101,119 shares; 2025Q2: 105,116 shares; 2025Q3: 114,759 shares; 2025Q4: 208,161 shares 208,161 $32.1M 0.05% +93,402 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,720 shares; 2024Q4: 38,043 shares; 2025Q1: 36,636 shares; 2025Q2: 39,996 shares; 2025Q3: 41,648 shares; 2025Q4: 54,170 shares 54,170 $32M 0.05% +12,522 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,506 shares; 2024Q4: 235,052 shares; 2025Q1: 258,207 shares; 2025Q2: 265,620 shares; 2025Q3: 440,028 shares; 2025Q4: 544,117 shares 544,117 $32M 0.05% +104,089 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809,861 shares; 2024Q4: 1,600,788 shares; 2025Q1: 1,607,151 shares; 2025Q2: 1,578,380 shares; 2025Q3: 1,153,744 shares; 2025Q4: 1,061,312 shares 1,061,312 $31.9M 0.05% -92,432 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,715 shares; 2025Q1: 83,149 shares; 2025Q2: 91,279 shares; 2025Q3: 103,300 shares; 2025Q4: 113,943 shares 113,943 $31.8M 0.05% +10,643 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,746 shares; 2024Q4: 299,095 shares; 2025Q1: 374,835 shares; 2025Q2: 407,198 shares; 2025Q3: 573,251 shares; 2025Q4: 615,614 shares 615,614 $31.8M 0.05% +42,363 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,906 shares; 2024Q4: 614,229 shares; 2025Q1: 818,467 shares; 2025Q2: 950,800 shares; 2025Q3: 1,089,617 shares; 2025Q4: 1,037,347 shares 1,037,347 $31.7M 0.05% -52,270 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,637 shares; 2024Q4: 23,954 shares; 2025Q1: 23,970 shares; 2025Q2: 25,361 shares; 2025Q3: 121,579 shares; 2025Q4: 110,037 shares 110,037 $31.7M 0.05% -11,542 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,746 shares; 2024Q4: 337,587 shares; 2025Q1: 309,162 shares; 2025Q2: 382,533 shares; 2025Q3: 497,273 shares; 2025Q4: 549,343 shares 549,343 $31.6M 0.05% +52,070 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915,518 shares; 2024Q4: 584,158 shares; 2025Q1: 578,232 shares; 2025Q2: 576,890 shares; 2025Q3: 687,851 shares; 2025Q4: 725,840 shares 725,840 $31.3M 0.05% +37,989 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,651 shares; 2024Q4: 62,397 shares; 2025Q1: 44,907 shares; 2025Q2: not reported; 2025Q3: 34,273 shares; 2025Q4: 46,468 shares 46,468 $31.3M 0.05% +12,195 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,945 shares; 2024Q4: 37,543 shares; 2025Q1: 35,775 shares; 2025Q2: 37,934 shares; 2025Q3: 51,071 shares; 2025Q4: 92,532 shares 92,532 $31.2M 0.05% +41,461 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,871 shares; 2024Q4: 292,558 shares; 2025Q1: 278,469 shares; 2025Q2: 313,693 shares; 2025Q3: 261,552 shares; 2025Q4: 263,059 shares 263,059 $30.8M 0.05% +1,507 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,950 shares; 2024Q4: 198,410 shares; 2025Q1: 208,937 shares; 2025Q2: 173,899 shares; 2025Q3: 316,367 shares; 2025Q4: 318,585 shares 318,585 $30.8M 0.05% +2,218 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,678 shares; 2024Q4: 538,263 shares; 2025Q1: 593,740 shares; 2025Q2: 590,173 shares; 2025Q3: 845,624 shares; 2025Q4: 915,516 shares 915,516 $30.6M 0.05% +69,892 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,650 shares; 2024Q4: 22,162 shares; 2025Q1: 22,339 shares; 2025Q2: 20,657 shares; 2025Q3: 19,857 shares; 2025Q4: 25,463 shares 25,463 $30.1M 0.05% +5,606 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,733 shares; 2024Q4: 126,651 shares; 2025Q1: 128,348 shares; 2025Q2: 119,020 shares; 2025Q3: 120,880 shares; 2025Q4: 128,493 shares 128,493 $29.9M 0.05% +7,613 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,438 shares; 2024Q4: 255,634 shares; 2025Q1: 235,437 shares; 2025Q2: 232,356 shares; 2025Q3: 260,312 shares; 2025Q4: 333,627 shares 333,627 $29.9M 0.05% +73,315 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,082 shares; 2024Q4: 25,139 shares; 2025Q1: 30,782 shares; 2025Q2: 25,804 shares; 2025Q3: 29,325 shares; 2025Q4: 624,954 shares 624,954 $29.9M 0.05% +595,629 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,822 shares; 2024Q4: 155,316 shares; 2025Q1: 157,659 shares; 2025Q2: 173,476 shares; 2025Q3: 244,076 shares; 2025Q4: 292,417 shares 292,417 $29.5M 0.04% +48,341 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,660 shares; 2024Q4: 157,937 shares; 2025Q1: 160,581 shares; 2025Q2: 307,980 shares; 2025Q3: 343,964 shares; 2025Q4: 349,752 shares 349,752 $29M 0.04% +5,788 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,407 shares; 2024Q4: 55,273 shares; 2025Q1: 55,802 shares; 2025Q2: 56,865 shares; 2025Q3: 47,680 shares; 2025Q4: 51,049 shares 51,049 $28.9M 0.04% +3,369 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409,989 shares; 2025Q1: 307,772 shares; 2025Q2: not reported; 2025Q3: 252,457 shares; 2025Q4: 258,224 shares 258,224 $28.3M 0.04% +5,767 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742,036 shares; 2025Q4: 732,437 shares 732,437 $28.1M 0.04% -9,599 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 78,028 shares; 2025Q4: 1,341,937 shares 1,341,937 $28M 0.04% +1,263,909 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,531 shares; 2024Q4: 68,521 shares; 2025Q1: 56,749 shares; 2025Q2: 67,059 shares; 2025Q3: 89,891 shares; 2025Q4: 110,682 shares 110,682 $28M 0.04% +20,791 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,834 shares; 2024Q4: 386,666 shares; 2025Q1: 377,314 shares; 2025Q2: 406,136 shares; 2025Q3: 445,025 shares; 2025Q4: 445,372 shares 445,372 $27.8M 0.04% +347 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,347 shares; 2024Q4: 111,176 shares; 2025Q1: 117,612 shares; 2025Q2: 125,633 shares; 2025Q3: 136,830 shares; 2025Q4: 129,630 shares 129,630 $27.7M 0.04% -7,200 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,902 shares; 2024Q4: 225,023 shares; 2025Q1: 224,303 shares; 2025Q2: 211,732 shares; 2025Q3: 228,773 shares; 2025Q4: 240,975 shares 240,975 $27.7M 0.04% +12,202 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517,776 shares; 2025Q4: 494,909 shares 494,909 $27.7M 0.04% -22,867 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,932 shares; 2024Q4: 24,490 shares; 2025Q1: 22,149 shares; 2025Q2: 143,095 shares; 2025Q3: 195,822 shares; 2025Q4: 206,917 shares 206,917 $26.7M 0.04% +11,095 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,146 shares; 2024Q4: 88,708 shares; 2025Q1: 90,899 shares; 2025Q2: 83,907 shares; 2025Q3: 80,881 shares; 2025Q4: 152,504 shares 152,504 $26.6M 0.04% +71,623 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,079 shares; 2024Q4: 329,195 shares; 2025Q1: 347,274 shares; 2025Q2: 347,309 shares; 2025Q3: 377,194 shares; 2025Q4: 471,556 shares 471,556 $26.6M 0.04% +94,362 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567,444 shares; 2025Q4: 1,401,424 shares 1,401,424 $26.5M 0.04% -166,020 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,132 shares; 2024Q4: 143,289 shares; 2025Q1: 130,217 shares; 2025Q2: 130,638 shares; 2025Q3: 128,772 shares; 2025Q4: 167,037 shares 167,037 $26.4M 0.04% +38,265 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,020 shares; 2024Q4: 94,914 shares; 2025Q1: 110,931 shares; 2025Q2: 147,929 shares; 2025Q3: 136,202 shares; 2025Q4: 115,372 shares 115,372 $26.3M 0.04% -20,830 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,829 shares; 2024Q4: 52,613 shares; 2025Q1: 108,440 shares; 2025Q2: 89,063 shares; 2025Q3: 75,298 shares; 2025Q4: 76,408 shares 76,408 $26.2M 0.04% +1,110 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,653 shares; 2024Q4: 321,832 shares; 2025Q1: 239,381 shares; 2025Q2: 146,577 shares; 2025Q3: 129,844 shares; 2025Q4: 330,064 shares 330,064 $26M 0.04% +200,220 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,924 shares; 2024Q4: 11,520 shares; 2025Q1: 8,529 shares; 2025Q2: 9,819 shares; 2025Q3: 1,006,106 shares; 2025Q4: 977,357 shares 977,357 $25.9M 0.04% -28,749 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 2,989 shares; 2025Q1: 2,865 shares; 2025Q2: 3,880 shares; 2025Q3: 4,305 shares; 2025Q4: 45,036 shares 45,036 $25.9M 0.04% +40,731 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,877 shares; 2024Q4: 21,226 shares; 2025Q1: 25,739 shares; 2025Q2: 155,490 shares; 2025Q3: 197,870 shares; 2025Q4: 205,364 shares 205,364 $25.6M 0.04% +7,494 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,295 shares; 2024Q4: 274,234 shares; 2025Q1: 284,079 shares; 2025Q2: 275,642 shares; 2025Q3: 279,785 shares; 2025Q4: 274,317 shares 274,317 $25.6M 0.04% -5,468 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,042 shares; 2024Q4: 188,483 shares; 2025Q1: 208,294 shares; 2025Q2: 211,241 shares; 2025Q3: 198,409 shares; 2025Q4: 216,507 shares 216,507 $25.4M 0.04% +18,098 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,034 shares; 2024Q4: 38,789 shares; 2025Q1: 36,871 shares; 2025Q2: 53,097 shares; 2025Q3: 58,211 shares; 2025Q4: 67,634 shares 67,634 $25.3M 0.04% +9,423 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,202 shares; 2024Q4: 25,465 shares; 2025Q1: 32,778 shares; 2025Q2: 67,329 shares; 2025Q3: 65,720 shares; 2025Q4: 83,394 shares 83,394 $25.3M 0.04% +17,674 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,829 shares; 2024Q4: 52,172 shares; 2025Q1: 52,076 shares; 2025Q2: 56,198 shares; 2025Q3: 271,856 shares; 2025Q4: 585,160 shares 585,160 $25M 0.04% +313,304 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,893 shares; 2024Q4: 345,854 shares; 2025Q1: 410,809 shares; 2025Q2: 364,165 shares; 2025Q3: 346,797 shares; 2025Q4: 329,215 shares 329,215 $25M 0.04% -17,582 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,482 shares; 2024Q4: 181,620 shares; 2025Q1: 183,666 shares; 2025Q2: 180,809 shares; 2025Q3: 179,919 shares; 2025Q4: 195,484 shares 195,484 $25M 0.04% +15,565 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,766 shares; 2024Q4: 174,164 shares; 2025Q1: 173,736 shares; 2025Q2: 175,376 shares; 2025Q3: 158,068 shares; 2025Q4: 179,477 shares 179,477 $24.7M 0.04% +21,409 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 7,161 shares; 2025Q1: 7,138 shares; 2025Q2: 14,001 shares; 2025Q3: 121,136 shares; 2025Q4: 142,676 shares 142,676 $24.6M 0.04% +21,540 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,069 shares; 2024Q4: 244,930 shares; 2025Q1: 221,935 shares; 2025Q2: 230,119 shares; 2025Q3: 240,361 shares; 2025Q4: 244,677 shares 244,677 $24.3M 0.04% +4,316 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,931 shares; 2024Q4: 103,583 shares; 2025Q1: 103,987 shares; 2025Q2: not reported; 2025Q3: 222,293 shares; 2025Q4: 214,446 shares 214,446 $24.3M 0.04% -7,847 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,170 shares; 2024Q4: 145,759 shares; 2025Q1: 142,007 shares; 2025Q2: 134,906 shares; 2025Q3: 136,371 shares; 2025Q4: 156,158 shares 156,158 $24.1M 0.04% +19,787 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,427 shares; 2024Q4: 512,616 shares; 2025Q1: 516,091 shares; 2025Q2: 452,961 shares; 2025Q3: 434,266 shares; 2025Q4: 422,108 shares 422,108 $24M 0.04% -12,158 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 3,694 shares; 2025Q1: 3,883 shares; 2025Q2: 4,063 shares; 2025Q3: 143,613 shares; 2025Q4: 123,784 shares 123,784 $24M 0.04% -19,829 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,752 shares; 2024Q4: 264,279 shares; 2025Q1: 265,374 shares; 2025Q2: 246,880 shares; 2025Q3: 288,285 shares; 2025Q4: 460,917 shares 460,917 $23.9M 0.04% +172,632 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,492 shares; 2024Q4: 123,777 shares; 2025Q1: 126,484 shares; 2025Q2: 121,156 shares; 2025Q3: 125,398 shares; 2025Q4: 128,993 shares 128,993 $23.9M 0.04% +3,595 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,273 shares; 2024Q4: 37,063 shares; 2025Q1: 71,053 shares; 2025Q2: 92,795 shares; 2025Q3: 121,320 shares; 2025Q4: 132,116 shares 132,116 $23.8M 0.04% +10,796 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,553 shares; 2025Q1: 55,401 shares; 2025Q2: 50,797 shares; 2025Q3: 60,635 shares; 2025Q4: 88,837 shares 88,837 $23.5M 0.04% +28,202 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 44,611 shares; 2025Q1: 42,947 shares; 2025Q2: 39,046 shares; 2025Q3: 381,567 shares; 2025Q4: 302,170 shares 302,170 $23.4M 0.04% -79,397 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,341 shares; 2025Q4: 277,996 shares 277,996 $23.4M 0.04% -345 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,741 shares; 2024Q4: 29,616 shares; 2025Q1: 26,258 shares; 2025Q2: 38,988 shares; 2025Q3: 38,733 shares; 2025Q4: 35,341 shares 35,341 $23.4M 0.04% -3,392 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,190 shares; 2025Q1: 67,280 shares; 2025Q2: 88,195 shares; 2025Q3: 105,494 shares; 2025Q4: 107,756 shares 107,756 $23.4M 0.04% +2,262 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173,408 shares; 2024Q4: 539,593 shares; 2025Q1: 758,998 shares; 2025Q2: 751,383 shares; 2025Q3: 727,249 shares; 2025Q4: 709,722 shares 709,722 $23.2M 0.04% -17,527 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,052 shares; 2024Q4: 28,951 shares; 2025Q1: 24,453 shares; 2025Q2: 25,208 shares; 2025Q3: 27,957 shares; 2025Q4: 29,913 shares 29,913 $23M 0.04% +1,956 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,585 shares; 2024Q4: 73,770 shares; 2025Q1: 76,502 shares; 2025Q2: 105,663 shares; 2025Q3: 115,823 shares; 2025Q4: 117,666 shares 117,666 $23M 0.04% +1,843 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,161 shares; 2024Q4: 417,807 shares; 2025Q1: 399,769 shares; 2025Q2: 391,216 shares; 2025Q3: 263,496 shares; 2025Q4: 319,604 shares 319,604 $22.8M 0.03% +56,108 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 5,516 shares; 2025Q1: 4,854 shares; 2025Q2: not reported; 2025Q3: 416,075 shares; 2025Q4: 338,365 shares 338,365 $22.8M 0.03% -77,710 Timeline WRD WERIDE INC More: the full row for WERIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,619,333 shares; 2025Q4: 2,613,373 shares 2,613,373 $22.7M 0.03% -5,960 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,299 shares; 2025Q1: 175,296 shares; 2025Q2: 146,903 shares; 2025Q3: 175,843 shares; 2025Q4: 198,853 shares 198,853 $22.6M 0.03% +23,010 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852,338 shares; 2025Q3: 852,411 shares; 2025Q4: 745,277 shares 745,277 $22.6M 0.03% -107,134 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,403 shares; 2024Q4: 24,536 shares; 2025Q1: 25,808 shares; 2025Q2: 30,236 shares; 2025Q3: 34,206 shares; 2025Q4: 38,903 shares 38,903 $22.5M 0.03% +4,697 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 756,108 shares 756,108 $22.4M 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,154 shares; 2024Q4: 33,655 shares; 2025Q1: 34,730 shares; 2025Q2: 50,136 shares; 2025Q3: 46,075 shares; 2025Q4: 48,010 shares 48,010 $22.4M 0.03% +1,935 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,160 shares; 2024Q4: 137,181 shares; 2025Q1: 251,467 shares; 2025Q2: 225,241 shares; 2025Q3: 286,056 shares; 2025Q4: 274,680 shares 274,680 $22.3M 0.03% -11,376 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 853,396 shares 853,396 $22.1M 0.03% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,083 shares; 2024Q4: 1,087,512 shares; 2025Q1: 1,008,813 shares; 2025Q2: 985,860 shares; 2025Q3: 828,833 shares; 2025Q4: 939,297 shares 939,297 $22M 0.03% +110,464 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,965 shares; 2024Q4: 260,620 shares; 2025Q1: 261,612 shares; 2025Q2: 164,116 shares; 2025Q3: 196,284 shares; 2025Q4: 200,176 shares 200,176 $21.9M 0.03% +3,892 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,813 shares; 2025Q1: 16,815 shares; 2025Q2: 17,225 shares; 2025Q3: 20,623 shares; 2025Q4: 20,451 shares 20,451 $21.9M 0.03% -172 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,721 shares; 2024Q4: 136,854 shares; 2025Q1: 824,723 shares; 2025Q2: 331,956 shares; 2025Q3: 324,282 shares; 2025Q4: 317,502 shares 317,502 $21.8M 0.03% -6,780 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,238 shares; 2024Q4: 235,600 shares; 2025Q1: 241,752 shares; 2025Q2: 241,471 shares; 2025Q3: 243,108 shares; 2025Q4: 249,674 shares 249,674 $21.8M 0.03% +6,566 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,385 shares; 2025Q1: 123,159 shares; 2025Q2: 104,637 shares; 2025Q3: 221,968 shares; 2025Q4: 251,733 shares 251,733 $21.5M 0.03% +29,765 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 13,152 shares; 2025Q1: 14,874 shares; 2025Q2: 24,384 shares; 2025Q3: 32,643 shares; 2025Q4: 35,404 shares 35,404 $21.4M 0.03% +2,761 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,419 shares; 2025Q3: 323,614 shares; 2025Q4: 334,097 shares 334,097 $21.3M 0.03% +10,483 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,499 shares; 2024Q4: 53,604 shares; 2025Q1: 120,925 shares; 2025Q2: 231,504 shares; 2025Q3: 285,953 shares; 2025Q4: 292,628 shares 292,628 $21.2M 0.03% +6,675 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,205 shares; 2024Q4: 37,986 shares; 2025Q1: 37,233 shares; 2025Q2: 45,596 shares; 2025Q3: 51,763 shares; 2025Q4: 49,694 shares 49,694 $21.2M 0.03% -2,069 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,287 shares; 2024Q4: 19,808 shares; 2025Q1: 17,359 shares; 2025Q2: 16,328 shares; 2025Q3: 189,392 shares; 2025Q4: 155,903 shares 155,903 $20.8M 0.03% -33,489 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 14,422 shares; 2025Q1: 17,326 shares; 2025Q2: 18,498 shares; 2025Q3: 19,562 shares; 2025Q4: 133,172 shares 133,172 $20.6M 0.03% +113,610 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,276 shares; 2024Q4: 41,223 shares; 2025Q1: 41,053 shares; 2025Q2: 40,623 shares; 2025Q3: 40,316 shares; 2025Q4: 41,093 shares 41,093 $20.6M 0.03% +777 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,206 shares; 2024Q4: 38,955 shares; 2025Q1: 38,370 shares; 2025Q2: 67,874 shares; 2025Q3: 165,022 shares; 2025Q4: 210,727 shares 210,727 $20.4M 0.03% +45,705 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,153 shares; 2024Q4: 83,534 shares; 2025Q1: 85,553 shares; 2025Q2: 69,130 shares; 2025Q3: 67,737 shares; 2025Q4: 65,736 shares 65,736 $20.3M 0.03% -2,001 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,525 shares; 2024Q4: 17,962 shares; 2025Q1: 23,312 shares; 2025Q2: 120,745 shares; 2025Q3: 168,602 shares; 2025Q4: 234,864 shares 234,864 $20.3M 0.03% +66,262 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,934 shares; 2024Q4: 28,688 shares; 2025Q1: 29,219 shares; 2025Q2: 23,502 shares; 2025Q3: 24,728 shares; 2025Q4: 24,932 shares 24,932 $20.2M 0.03% +204 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,642 shares; 2024Q4: 125,304 shares; 2025Q1: 172,727 shares; 2025Q2: 214,289 shares; 2025Q3: 253,113 shares; 2025Q4: 275,898 shares 275,898 $20.2M 0.03% +22,785 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,122 shares; 2024Q4: 740,180 shares; 2025Q1: 845,349 shares; 2025Q2: 781,228 shares; 2025Q3: 761,985 shares; 2025Q4: 809,052 shares 809,052 $20.1M 0.03% +47,067 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,464 shares; 2024Q4: 86,781 shares; 2025Q1: 89,493 shares; 2025Q2: 92,092 shares; 2025Q3: 215,527 shares; 2025Q4: 201,070 shares 201,070 $19.9M 0.03% -14,457 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,522 shares; 2024Q4: 200,013 shares; 2025Q1: 200,561 shares; 2025Q2: 189,036 shares; 2025Q3: 244,012 shares; 2025Q4: 243,266 shares 243,266 $19.9M 0.03% -746 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,505 shares; 2024Q4: 42,221 shares; 2025Q1: 43,667 shares; 2025Q2: 42,701 shares; 2025Q3: 46,801 shares; 2025Q4: 60,116 shares 60,116 $19.6M 0.03% +13,315 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,193 shares; 2024Q4: 56,269 shares; 2025Q1: 46,894 shares; 2025Q2: 27,304 shares; 2025Q3: 67,646 shares; 2025Q4: 74,430 shares 74,430 $19.4M 0.03% +6,784 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,455 shares; 2025Q1: 141,965 shares; 2025Q2: 413,561 shares; 2025Q3: 421,397 shares; 2025Q4: 422,135 shares 422,135 $19.4M 0.03% +738 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,751 shares; 2024Q4: 7,486 shares; 2025Q1: 9,166 shares; 2025Q2: 7,739 shares; 2025Q3: 274,140 shares; 2025Q4: 248,468 shares 248,468 $19.3M 0.03% -25,672 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,183 shares; 2024Q4: 456,847 shares; 2025Q1: 431,808 shares; 2025Q2: 424,687 shares; 2025Q3: 414,083 shares; 2025Q4: 409,919 shares 409,919 $19.2M 0.03% -4,164 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,900 shares; 2024Q4: 20,284 shares; 2025Q1: 19,239 shares; 2025Q2: 20,203 shares; 2025Q3: 159,308 shares; 2025Q4: 383,459 shares 383,459 $19.2M 0.03% +224,151 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,107 shares; 2024Q4: 243,705 shares; 2025Q1: 236,210 shares; 2025Q2: 270,260 shares; 2025Q3: 355,082 shares; 2025Q4: 347,003 shares 347,003 $19M 0.03% -8,079 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,957 shares; 2024Q4: 594,029 shares; 2025Q1: 543,332 shares; 2025Q2: 497,382 shares; 2025Q3: 453,669 shares; 2025Q4: 437,130 shares 437,130 $18.9M 0.03% -16,539 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,436 shares; 2025Q1: 3,476 shares; 2025Q2: 3,626 shares; 2025Q3: 58,757 shares; 2025Q4: 47,877 shares 47,877 $18.9M 0.03% -10,880 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,697 shares; 2024Q4: 97,542 shares; 2025Q1: 101,195 shares; 2025Q2: 119,241 shares; 2025Q3: 104,207 shares; 2025Q4: 106,315 shares 106,315 $18.9M 0.03% +2,108 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,779 shares; 2024Q4: 53,978 shares; 2025Q1: 58,889 shares; 2025Q2: 62,790 shares; 2025Q3: 64,011 shares; 2025Q4: 68,853 shares 68,853 $18.8M 0.03% +4,842 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,011 shares; 2024Q4: 240,005 shares; 2025Q1: 230,562 shares; 2025Q2: 226,232 shares; 2025Q3: 172,293 shares; 2025Q4: 164,523 shares 164,523 $18.7M 0.03% -7,770 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,121 shares; 2024Q4: 134,522 shares; 2025Q1: 159,031 shares; 2025Q2: 153,040 shares; 2025Q3: 139,760 shares; 2025Q4: 140,175 shares 140,175 $18.6M 0.03% +415 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,159 shares; 2024Q4: 79,195 shares; 2025Q1: 127,130 shares; 2025Q2: 102,865 shares; 2025Q3: 108,332 shares; 2025Q4: 113,035 shares 113,035 $18.5M 0.03% +4,703 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,788 shares; 2024Q4: 6,606 shares; 2025Q1: 7,390 shares; 2025Q2: 28,487 shares; 2025Q3: 54,370 shares; 2025Q4: 65,040 shares 65,040 $18.4M 0.03% +10,670 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,513 shares; 2024Q4: 75,667 shares; 2025Q1: 72,601 shares; 2025Q2: 82,288 shares; 2025Q3: 92,298 shares; 2025Q4: 93,500 shares 93,500 $18.4M 0.03% +1,202 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,358 shares; 2024Q4: 260,745 shares; 2025Q1: 272,640 shares; 2025Q2: 236,078 shares; 2025Q3: 218,467 shares; 2025Q4: 264,098 shares 264,098 $18.3M 0.03% +45,631 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,477 shares; 2025Q1: 44,852 shares; 2025Q2: 36,800 shares; 2025Q3: 420,519 shares; 2025Q4: 410,941 shares 410,941 $18.3M 0.03% -9,578 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,356 shares; 2024Q4: 25,568 shares; 2025Q1: 21,896 shares; 2025Q2: 24,948 shares; 2025Q3: 295,412 shares; 2025Q4: 235,021 shares 235,021 $18.3M 0.03% -60,391 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,551 shares; 2025Q4: 145,942 shares 145,942 $18.2M 0.03% +391 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,760 shares; 2024Q4: 196,651 shares; 2025Q1: 176,670 shares; 2025Q2: 173,819 shares; 2025Q3: 251,531 shares; 2025Q4: 306,782 shares 306,782 $18.2M 0.03% +55,251 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,146 shares; 2024Q4: 47,863 shares; 2025Q1: 51,504 shares; 2025Q2: 72,354 shares; 2025Q3: 75,356 shares; 2025Q4: 72,150 shares 72,150 $17.8M 0.03% -3,206 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,222 shares; 2024Q4: 64,811 shares; 2025Q1: 176,117 shares; 2025Q2: 197,051 shares; 2025Q3: 231,247 shares; 2025Q4: 255,127 shares 255,127 $17.7M 0.03% +23,880 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,282 shares; 2024Q4: 82,808 shares; 2025Q1: 88,670 shares; 2025Q2: 93,078 shares; 2025Q3: 133,087 shares; 2025Q4: 154,151 shares 154,151 $17.7M 0.03% +21,064 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,550 shares; 2024Q4: 203,902 shares; 2025Q1: 195,123 shares; 2025Q2: 140,706 shares; 2025Q3: 116,391 shares; 2025Q4: 315,558 shares 315,558 $17.6M 0.03% +199,167 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,292 shares; 2024Q4: 194,592 shares; 2025Q1: 291,392 shares; 2025Q2: 626,748 shares; 2025Q3: 674,894 shares; 2025Q4: 623,588 shares 623,588 $17.5M 0.03% -51,306 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,524 shares; 2024Q4: 24,196 shares; 2025Q1: 24,607 shares; 2025Q2: 27,100 shares; 2025Q3: 25,557 shares; 2025Q4: 35,691 shares 35,691 $17.5M 0.03% +10,134 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,715 shares; 2024Q4: 211,770 shares; 2025Q1: 202,056 shares; 2025Q2: 191,538 shares; 2025Q3: 194,244 shares; 2025Q4: 206,206 shares 206,206 $17.5M 0.03% +11,962 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,588 shares; 2024Q4: 15,088 shares; 2025Q1: 20,149 shares; 2025Q2: 19,234 shares; 2025Q3: 25,104 shares; 2025Q4: 28,772 shares 28,772 $17.4M 0.03% +3,668 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,457 shares; 2024Q4: 86,258 shares; 2025Q1: 86,902 shares; 2025Q2: 109,357 shares; 2025Q3: 149,540 shares; 2025Q4: 137,664 shares 137,664 $17.3M 0.03% -11,876 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,012 shares; 2024Q4: 216,903 shares; 2025Q1: 333,870 shares; 2025Q2: 205,712 shares; 2025Q3: 205,824 shares; 2025Q4: 203,268 shares 203,268 $17.2M 0.03% -2,556 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 6,440 shares; 2025Q1: 4,916 shares; 2025Q2: 4,799 shares; 2025Q3: 266,868 shares; 2025Q4: 231,340 shares 231,340 $17.2M 0.03% -35,528 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,628 shares; 2024Q4: 70,987 shares; 2025Q1: 76,235 shares; 2025Q2: 235,706 shares; 2025Q3: 198,223 shares; 2025Q4: 169,625 shares 169,625 $17M 0.03% -28,598 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,186 shares; 2024Q4: 69,152 shares; 2025Q1: 74,014 shares; 2025Q2: 84,605 shares; 2025Q3: 92,822 shares; 2025Q4: 97,627 shares 97,627 $16.9M 0.03% +4,805 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,850 shares; 2024Q4: 20,099 shares; 2025Q1: 66,677 shares; 2025Q2: 77,022 shares; 2025Q3: 76,557 shares; 2025Q4: 69,907 shares 69,907 $16.8M 0.03% -6,650 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 4,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,183 shares; 2025Q4: 228,884 shares 228,884 $16.8M 0.03% -31,299 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,806 shares; 2024Q4: 193,565 shares; 2025Q1: 182,687 shares; 2025Q2: 184,035 shares; 2025Q3: 241,277 shares; 2025Q4: 311,967 shares 311,967 $16.7M 0.03% +70,690 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,304 shares; 2024Q4: 234,921 shares; 2025Q1: 272,649 shares; 2025Q2: 224,004 shares; 2025Q3: 95,457 shares; 2025Q4: 356,558 shares 356,558 $16.6M 0.03% +261,101 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,110 shares; 2025Q1: 19,810 shares; 2025Q2: 19,328 shares; 2025Q3: 22,207 shares; 2025Q4: 878,491 shares 878,491 $16.5M 0.03% +856,284 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,902 shares; 2025Q3: 23,150 shares; 2025Q4: 136,420 shares 136,420 $16.3M 0.02% +113,270 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 175,669 shares; 2025Q1: 175,685 shares; 2025Q2: 343,225 shares; 2025Q3: 360,389 shares; 2025Q4: 380,657 shares 380,657 $16.2M 0.02% +20,268 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,540 shares; 2024Q4: 994,275 shares; 2025Q1: 1,786,567 shares; 2025Q2: 1,739,184 shares; 2025Q3: 778,051 shares; 2025Q4: 320,138 shares 320,138 $16.1M 0.02% -457,913 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,323 shares; 2024Q4: 132,817 shares; 2025Q1: 124,295 shares; 2025Q2: 123,449 shares; 2025Q3: 128,565 shares; 2025Q4: 173,070 shares 173,070 $16.1M 0.02% +44,505 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,883 shares; 2024Q4: 183,743 shares; 2025Q1: 208,724 shares; 2025Q2: 216,280 shares; 2025Q3: 197,926 shares; 2025Q4: 203,756 shares 203,756 $16M 0.02% +5,830 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,031 shares; 2024Q4: 320,595 shares; 2025Q1: 389,615 shares; 2025Q2: 318,763 shares; 2025Q3: 304,507 shares; 2025Q4: 339,604 shares 339,604 $16M 0.02% +35,097 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,131 shares; 2024Q4: 10,767 shares; 2025Q1: 12,906 shares; 2025Q2: 12,840 shares; 2025Q3: 22,224 shares; 2025Q4: 28,064 shares 28,064 $15.8M 0.02% +5,840 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,334 shares; 2024Q4: 49,518 shares; 2025Q1: 48,952 shares; 2025Q2: 38,922 shares; 2025Q3: 128,841 shares; 2025Q4: 162,469 shares 162,469 $15.6M 0.02% +33,628 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 3,165 shares; 2025Q4: 52,876 shares 52,876 $15.6M 0.02% +49,711 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,167 shares; 2024Q4: 95,194 shares; 2025Q1: 100,415 shares; 2025Q2: 107,488 shares; 2025Q3: 116,005 shares; 2025Q4: 147,535 shares 147,535 $15.5M 0.02% +31,530 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,563 shares; 2024Q4: 96,536 shares; 2025Q1: 91,023 shares; 2025Q2: 90,620 shares; 2025Q3: 105,671 shares; 2025Q4: 110,533 shares 110,533 $15.4M 0.02% +4,862 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,744 shares; 2024Q4: 602,519 shares; 2025Q1: 585,210 shares; 2025Q2: 602,350 shares; 2025Q3: 532,995 shares; 2025Q4: 513,428 shares 513,428 $15.3M 0.02% -19,567 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214,103 shares; 2024Q4: 278,273 shares; 2025Q1: 339,903 shares; 2025Q2: 262,896 shares; 2025Q3: 227,701 shares; 2025Q4: 184,462 shares 184,462 $15.3M 0.02% -43,239 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,238 shares; 2024Q4: 414,431 shares; 2025Q1: 576,272 shares; 2025Q2: 411,806 shares; 2025Q3: 342,500 shares; 2025Q4: 325,101 shares 325,101 $15.2M 0.02% -17,399 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,666 shares; 2024Q4: 94,156 shares; 2025Q1: 93,708 shares; 2025Q2: 96,983 shares; 2025Q3: 115,279 shares; 2025Q4: 121,701 shares 121,701 $15.1M 0.02% +6,422 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,673 shares; 2024Q4: 126,582 shares; 2025Q1: 84,843 shares; 2025Q2: 67,124 shares; 2025Q3: 94,489 shares; 2025Q4: 304,234 shares 304,234 $15.1M 0.02% +209,745 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,110 shares; 2024Q4: 41,946 shares; 2025Q1: 40,276 shares; 2025Q2: 41,041 shares; 2025Q3: 52,178 shares; 2025Q4: 51,865 shares 51,865 $15M 0.02% -313 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,426 shares; 2024Q4: 64,077 shares; 2025Q1: 69,065 shares; 2025Q2: 82,283 shares; 2025Q3: 88,772 shares; 2025Q4: 69,875 shares 69,875 $14.8M 0.02% -18,897 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,512,580 shares 1,512,580 $14.8M 0.02% new Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415,045 shares; 2025Q1: 381,739 shares; 2025Q2: 764,597 shares; 2025Q3: 713,205 shares; 2025Q4: 710,676 shares 710,676 $14.7M 0.02% -2,529 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,998 shares; 2024Q4: 60,871 shares; 2025Q1: 57,221 shares; 2025Q2: 64,230 shares; 2025Q3: 74,056 shares; 2025Q4: 89,414 shares 89,414 $14.7M 0.02% +15,358 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,481 shares; 2024Q4: 107,828 shares; 2025Q1: 102,174 shares; 2025Q2: 138,266 shares; 2025Q3: 111,932 shares; 2025Q4: 103,559 shares 103,559 $14.6M 0.02% -8,373 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,430 shares; 2024Q4: 16,797 shares; 2025Q1: 18,199 shares; 2025Q2: 27,117 shares; 2025Q3: 30,703 shares; 2025Q4: 30,340 shares 30,340 $14.6M 0.02% -363 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,728 shares; 2024Q4: 58,220 shares; 2025Q1: 58,597 shares; 2025Q2: 59,845 shares; 2025Q3: 65,467 shares; 2025Q4: 67,630 shares 67,630 $14.5M 0.02% +2,163 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,681 shares; 2024Q4: 51,195 shares; 2025Q1: 47,801 shares; 2025Q2: 43,049 shares; 2025Q3: 44,685 shares; 2025Q4: 46,792 shares 46,792 $14.5M 0.02% +2,107 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 4,957 shares; 2025Q1: 53,933 shares; 2025Q2: 49,657 shares; 2025Q3: 61,008 shares; 2025Q4: 62,807 shares 62,807 $14.4M 0.02% +1,799 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955,288 shares; 2024Q4: 957,093 shares; 2025Q1: 1,041,802 shares; 2025Q2: 1,164,737 shares; 2025Q3: 1,179,588 shares; 2025Q4: 1,222,217 shares 1,222,217 $14.3M 0.02% +42,629 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,025 shares; 2024Q4: 34,131 shares; 2025Q1: 39,602 shares; 2025Q2: 47,640 shares; 2025Q3: 74,099 shares; 2025Q4: 68,542 shares 68,542 $14.3M 0.02% -5,557 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,354 shares; 2024Q4: 88,491 shares; 2025Q1: 59,314 shares; 2025Q2: 57,035 shares; 2025Q3: 85,587 shares; 2025Q4: 110,827 shares 110,827 $14.3M 0.02% +25,240 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 6,749 shares; 2025Q1: 6,181 shares; 2025Q2: 6,872 shares; 2025Q3: 78,987 shares; 2025Q4: 67,684 shares 67,684 $14.3M 0.02% -11,303 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,939 shares; 2024Q4: 376,751 shares; 2025Q1: 693,485 shares; 2025Q2: 277,236 shares; 2025Q3: 209,206 shares; 2025Q4: 195,381 shares 195,381 $14.2M 0.02% -13,825 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,279 shares; 2024Q4: 121,941 shares; 2025Q1: 115,417 shares; 2025Q2: 189,599 shares; 2025Q3: 226,759 shares; 2025Q4: 277,803 shares 277,803 $14.1M 0.02% +51,044 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,608 shares; 2025Q1: 35,866 shares; 2025Q2: 30,767 shares; 2025Q3: 62,157 shares; 2025Q4: 103,916 shares 103,916 $14.1M 0.02% +41,759 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 875 shares; 2025Q1: 1,550 shares; 2025Q2: 3,179 shares; 2025Q3: 6,877 shares; 2025Q4: 15,057 shares 15,057 $14.1M 0.02% +8,180 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,345 shares; 2024Q4: 54,619 shares; 2025Q1: 50,707 shares; 2025Q2: 50,087 shares; 2025Q3: 87,948 shares; 2025Q4: 118,861 shares 118,861 $14M 0.02% +30,913 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,102 shares; 2024Q4: 28,315 shares; 2025Q1: 28,713 shares; 2025Q2: 26,534 shares; 2025Q3: 26,002 shares; 2025Q4: 39,284 shares 39,284 $13.9M 0.02% +13,282 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,552 shares; 2024Q4: 47,256 shares; 2025Q1: 50,822 shares; 2025Q2: 48,441 shares; 2025Q3: 53,970 shares; 2025Q4: 62,852 shares 62,852 $13.8M 0.02% +8,882 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,594 shares; 2025Q1: 136,484 shares; 2025Q2: 169,951 shares; 2025Q3: 189,732 shares; 2025Q4: 192,866 shares 192,866 $13.5M 0.02% +3,134 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,916 shares; 2024Q4: 648,728 shares; 2025Q1: 554,789 shares; 2025Q2: 585,380 shares; 2025Q3: 575,143 shares; 2025Q4: 579,952 shares 579,952 $13.5M 0.02% +4,809 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,743 shares; 2024Q4: 52,403 shares; 2025Q1: 55,054 shares; 2025Q2: 62,317 shares; 2025Q3: 72,194 shares; 2025Q4: 65,127 shares 65,127 $13.4M 0.02% -7,067 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,925 shares; 2025Q1: 21,625 shares; 2025Q2: 20,323 shares; 2025Q3: 27,842 shares; 2025Q4: 85,469 shares 85,469 $13.4M 0.02% +57,627 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,486 shares; 2024Q4: 22,607 shares; 2025Q1: 23,530 shares; 2025Q2: 24,134 shares; 2025Q3: 24,958 shares; 2025Q4: 25,543 shares 25,543 $13.3M 0.02% +585 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,077 shares; 2024Q4: 126,266 shares; 2025Q1: 102,211 shares; 2025Q2: 70,922 shares; 2025Q3: 75,449 shares; 2025Q4: 81,864 shares 81,864 $13.3M 0.02% +6,415 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,690 shares; 2024Q4: 347,164 shares; 2025Q1: 347,849 shares; 2025Q2: 361,306 shares; 2025Q3: 333,829 shares; 2025Q4: 366,434 shares 366,434 $13.3M 0.02% +32,605 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,525 shares; 2025Q1: 26,284 shares; 2025Q2: 26,068 shares; 2025Q3: 31,105 shares; 2025Q4: 43,185 shares 43,185 $13.3M 0.02% +12,080 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,982 shares; 2024Q4: 142,966 shares; 2025Q1: 162,321 shares; 2025Q2: 174,109 shares; 2025Q3: 161,555 shares; 2025Q4: 747,339 shares 747,339 $13.2M 0.02% +585,784 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,409 shares; 2024Q4: 270,580 shares; 2025Q1: 321,269 shares; 2025Q2: 307,546 shares; 2025Q3: 230,813 shares; 2025Q4: 250,416 shares 250,416 $13.2M 0.02% +19,603 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,778 shares; 2024Q4: 57,003 shares; 2025Q1: 57,767 shares; 2025Q2: 56,276 shares; 2025Q3: 44,219 shares; 2025Q4: 47,873 shares 47,873 $13.2M 0.02% +3,654 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,311 shares; 2024Q4: 130,229 shares; 2025Q1: 131,558 shares; 2025Q2: 129,023 shares; 2025Q3: 119,545 shares; 2025Q4: 319,972 shares 319,972 $13.2M 0.02% +200,427 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,131 shares; 2024Q4: 56,896 shares; 2025Q1: 54,515 shares; 2025Q2: 53,713 shares; 2025Q3: 53,052 shares; 2025Q4: 54,134 shares 54,134 $13.1M 0.02% +1,082 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,343 shares; 2024Q4: 15,560 shares; 2025Q1: 15,803 shares; 2025Q2: 17,712 shares; 2025Q3: 19,644 shares; 2025Q4: 26,945 shares 26,945 $13.1M 0.02% +7,301 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,650 shares; 2024Q4: 53,844 shares; 2025Q1: 56,470 shares; 2025Q2: 65,108 shares; 2025Q3: 70,966 shares; 2025Q4: 63,996 shares 63,996 $13M 0.02% -6,970 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,241 shares; 2024Q4: 136,584 shares; 2025Q1: 138,331 shares; 2025Q2: 137,641 shares; 2025Q3: 137,388 shares; 2025Q4: 144,221 shares 144,221 $13M 0.02% +6,833 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,716 shares; 2024Q4: 790,231 shares; 2025Q1: 859,393 shares; 2025Q2: 651,974 shares; 2025Q3: 444,975 shares; 2025Q4: 256,300 shares 256,300 $12.9M 0.02% -188,675 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,107 shares; 2024Q4: 84,201 shares; 2025Q1: 81,663 shares; 2025Q2: 80,057 shares; 2025Q3: 80,225 shares; 2025Q4: 80,395 shares 80,395 $12.9M 0.02% +170 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,568 shares; 2024Q4: 81,466 shares; 2025Q1: 112,007 shares; 2025Q2: 169,589 shares; 2025Q3: 197,124 shares; 2025Q4: 198,999 shares 198,999 $12.9M 0.02% +1,875 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 49,621 shares; 2025Q1: 50,410 shares; 2025Q2: 63,006 shares; 2025Q3: 66,996 shares; 2025Q4: 64,146 shares 64,146 $12.9M 0.02% -2,850 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,045 shares; 2024Q4: 546,256 shares; 2025Q1: 587,837 shares; 2025Q2: 369,145 shares; 2025Q3: 346,533 shares; 2025Q4: 435,362 shares 435,362 $12.9M 0.02% +88,829 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,384 shares; 2024Q4: 186,704 shares; 2025Q1: 165,439 shares; 2025Q2: 169,110 shares; 2025Q3: 207,106 shares; 2025Q4: 212,897 shares 212,897 $12.8M 0.02% +5,791 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,836 shares; 2024Q4: 446,002 shares; 2025Q1: 344,300 shares; 2025Q2: 245,695 shares; 2025Q3: 532,950 shares; 2025Q4: 410,899 shares 410,899 $12.7M 0.02% -122,051 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,371 shares; 2024Q4: 55,558 shares; 2025Q1: 44,207 shares; 2025Q2: 57,733 shares; 2025Q3: 52,145 shares; 2025Q4: 157,107 shares 157,107 $12.7M 0.02% +104,962 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,376 shares; 2024Q4: 41,871 shares; 2025Q1: 41,506 shares; 2025Q2: 61,633 shares; 2025Q3: 277,083 shares; 2025Q4: 246,227 shares 246,227 $12.6M 0.02% -30,856 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 7,072 shares; 2025Q1: 33,891 shares; 2025Q2: 62,364 shares; 2025Q3: 240,084 shares; 2025Q4: 289,761 shares 289,761 $12.6M 0.02% +49,677 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,743 shares; 2024Q4: 36,666 shares; 2025Q1: 33,470 shares; 2025Q2: 35,362 shares; 2025Q3: 34,173 shares; 2025Q4: 32,659 shares 32,659 $12.5M 0.02% -1,514 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,607 shares; 2024Q4: 131,039 shares; 2025Q1: 90,918 shares; 2025Q2: 80,742 shares; 2025Q3: 434,494 shares; 2025Q4: 777,389 shares 777,389 $12.5M 0.02% +342,895 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,235 shares; 2024Q4: 88,296 shares; 2025Q1: 97,806 shares; 2025Q2: 82,891 shares; 2025Q3: 81,942 shares; 2025Q4: 76,374 shares 76,374 $12.3M 0.02% -5,568 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,256 shares; 2024Q4: 34,492 shares; 2025Q1: 43,327 shares; 2025Q2: 60,112 shares; 2025Q3: 110,102 shares; 2025Q4: 205,046 shares 205,046 $12.3M 0.02% +94,944 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,529 shares; 2024Q4: 272,680 shares; 2025Q1: 208,023 shares; 2025Q2: 193,569 shares; 2025Q3: 177,187 shares; 2025Q4: 164,091 shares 164,091 $12.3M 0.02% -13,096 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,801 shares; 2024Q4: 11,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,368 shares; 2025Q4: 418,791 shares 418,791 $12.3M 0.02% +18,423 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,269 shares; 2024Q4: 48,373 shares; 2025Q1: 49,358 shares; 2025Q2: 39,857 shares; 2025Q3: 65,698 shares; 2025Q4: 65,243 shares 65,243 $12.1M 0.02% -455 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,191 shares; 2024Q4: 124,312 shares; 2025Q1: 123,541 shares; 2025Q2: 230,057 shares; 2025Q3: 229,249 shares; 2025Q4: 300,511 shares 300,511 $12.1M 0.02% +71,262 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,187 shares; 2024Q4: 83,912 shares; 2025Q1: 79,911 shares; 2025Q2: 79,087 shares; 2025Q3: 97,991 shares; 2025Q4: 100,829 shares 100,829 $12M 0.02% +2,838 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,975 shares; 2024Q4: 13,494 shares; 2025Q1: 14,178 shares; 2025Q2: 14,174 shares; 2025Q3: 119,486 shares; 2025Q4: 127,746 shares 127,746 $11.9M 0.02% +8,260 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 11,841 shares; 2025Q1: 11,640 shares; 2025Q2: 14,073 shares; 2025Q3: 119,502 shares; 2025Q4: 123,230 shares 123,230 $11.9M 0.02% +3,728 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160,124 shares; 2025Q1: 164,507 shares; 2025Q2: 135,497 shares; 2025Q3: 128,967 shares; 2025Q4: 129,278 shares 129,278 $11.8M 0.02% +311 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,864 shares; 2024Q4: 110,684 shares; 2025Q1: 120,644 shares; 2025Q2: 141,092 shares; 2025Q3: 144,144 shares; 2025Q4: 119,714 shares 119,714 $11.8M 0.02% -24,430 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,084 shares; 2025Q1: 18,543 shares; 2025Q2: 19,335 shares; 2025Q3: 24,899 shares; 2025Q4: 27,969 shares 27,969 $11.8M 0.02% +3,070 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,957 shares; 2025Q3: 126,052 shares; 2025Q4: 153,236 shares 153,236 $11.7M 0.02% +27,184 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,773 shares; 2024Q4: 23,384 shares; 2025Q1: 8,430 shares; 2025Q2: 5,710 shares; 2025Q3: 12,340 shares; 2025Q4: 15,136 shares 15,136 $11.7M 0.02% +2,796 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,222 shares; 2024Q4: 56,637 shares; 2025Q1: 61,512 shares; 2025Q2: 65,455 shares; 2025Q3: 69,185 shares; 2025Q4: 57,407 shares 57,407 $11.6M 0.02% -11,778 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953,610 shares; 2024Q4: 676,024 shares; 2025Q1: 538,050 shares; 2025Q2: 587,719 shares; 2025Q3: 642,283 shares; 2025Q4: 653,833 shares 653,833 $11.6M 0.02% +11,550 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,443 shares; 2024Q4: 81,655 shares; 2025Q1: 79,494 shares; 2025Q2: 75,551 shares; 2025Q3: 119,696 shares; 2025Q4: 105,254 shares 105,254 $11.6M 0.02% -14,442 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,686 shares; 2024Q4: 411,024 shares; 2025Q1: 259,575 shares; 2025Q2: 320,900 shares; 2025Q3: 344,975 shares; 2025Q4: 359,835 shares 359,835 $11.5M 0.02% +14,860 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,892 shares; 2025Q1: 223,520 shares; 2025Q2: 118,382 shares; 2025Q3: 88,942 shares; 2025Q4: 113,112 shares 113,112 $11.5M 0.02% +24,170 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,477 shares; 2024Q4: 28,258 shares; 2025Q1: 26,846 shares; 2025Q2: 30,836 shares; 2025Q3: 26,775 shares; 2025Q4: 185,791 shares 185,791 $11.5M 0.02% +159,016 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 4,142 shares; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 161,332 shares; 2025Q4: 138,540 shares 138,540 $11.4M 0.02% -22,792 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,687 shares; 2024Q4: 42,546 shares; 2025Q1: 43,068 shares; 2025Q2: 40,098 shares; 2025Q3: 38,911 shares; 2025Q4: 37,729 shares 37,729 $11.4M 0.02% -1,182 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,199 shares; 2025Q1: 83,427 shares; 2025Q2: 59,379 shares; 2025Q3: 85,728 shares; 2025Q4: 116,029 shares 116,029 $11.3M 0.02% +30,301 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,548 shares; 2024Q4: 51,305 shares; 2025Q1: 59,417 shares; 2025Q2: 110,865 shares; 2025Q3: 125,373 shares; 2025Q4: 128,399 shares 128,399 $11.2M 0.02% +3,026 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,468 shares; 2024Q4: 115,253 shares; 2025Q1: 85,355 shares; 2025Q2: 95,434 shares; 2025Q3: 125,740 shares; 2025Q4: 141,136 shares 141,136 $11.2M 0.02% +15,396 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,865 shares; 2024Q4: 38,811 shares; 2025Q1: 41,652 shares; 2025Q2: 41,039 shares; 2025Q3: 36,680 shares; 2025Q4: 39,317 shares 39,317 $11M 0.02% +2,637 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,070 shares; 2024Q4: 49,442 shares; 2025Q1: 55,251 shares; 2025Q2: 95,987 shares; 2025Q3: 56,230 shares; 2025Q4: 68,078 shares 68,078 $11M 0.02% +11,848 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,256 shares; 2024Q4: 14,419 shares; 2025Q1: 14,183 shares; 2025Q2: 20,466 shares; 2025Q3: 20,445 shares; 2025Q4: 21,410 shares 21,410 $10.9M 0.02% +965 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,137 shares; 2024Q4: 45,906 shares; 2025Q1: 41,363 shares; 2025Q2: 39,747 shares; 2025Q3: 36,369 shares; 2025Q4: 43,300 shares 43,300 $10.9M 0.02% +6,931 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,595 shares; 2024Q4: 176,931 shares; 2025Q1: 182,308 shares; 2025Q2: 191,025 shares; 2025Q3: 187,767 shares; 2025Q4: 217,362 shares 217,362 $10.7M 0.02% +29,595 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,758 shares; 2024Q4: 189,289 shares; 2025Q1: 122,449 shares; 2025Q2: 68,720 shares; 2025Q3: 62,326 shares; 2025Q4: 82,226 shares 82,226 $10.7M 0.02% +19,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,136 shares; 2024Q4: 70,401 shares; 2025Q1: 124,400 shares; 2025Q2: 133,481 shares; 2025Q3: 129,678 shares; 2025Q4: 132,806 shares 132,806 $10.7M 0.02% +3,128 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,131 shares; 2025Q1: 1,013 shares; 2025Q2: 1,027 shares; 2025Q3: 1,019 shares; 2025Q4: 1,461 shares 1,461 $10.7M 0.02% +442 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,285 shares; 2024Q4: 102,038 shares; 2025Q1: 90,775 shares; 2025Q2: 89,635 shares; 2025Q3: 126,150 shares; 2025Q4: 116,482 shares 116,482 $10.7M 0.02% -9,668 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,415 shares; 2025Q1: 26,579 shares; 2025Q2: 28,703 shares; 2025Q3: 28,110 shares; 2025Q4: 31,419 shares 31,419 $10.6M 0.02% +3,309 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,899 shares; 2024Q4: 39,488 shares; 2025Q1: 42,357 shares; 2025Q2: 58,826 shares; 2025Q3: 97,996 shares; 2025Q4: 102,425 shares 102,425 $10.4M 0.02% +4,429 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,319 shares; 2024Q4: 40,850 shares; 2025Q1: 44,113 shares; 2025Q2: 46,925 shares; 2025Q3: 64,767 shares; 2025Q4: 52,038 shares 52,038 $10.4M 0.02% -12,729 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,680 shares; 2024Q4: 26,201 shares; 2025Q1: 26,284 shares; 2025Q2: 27,509 shares; 2025Q3: 29,739 shares; 2025Q4: 37,712 shares 37,712 $10.4M 0.02% +7,973 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,473 shares; 2024Q4: 20,831 shares; 2025Q1: 20,028 shares; 2025Q2: 19,441 shares; 2025Q3: 21,217 shares; 2025Q4: 22,098 shares 22,098 $10.4M 0.02% +881 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,095 shares; 2024Q4: 231,512 shares; 2025Q1: 276,884 shares; 2025Q2: 281,108 shares; 2025Q3: 296,155 shares; 2025Q4: 380,185 shares 380,185 $10.3M 0.02% +84,030 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,213 shares; 2024Q4: 24,922 shares; 2025Q1: 25,699 shares; 2025Q2: 25,063 shares; 2025Q3: 36,165 shares; 2025Q4: 35,771 shares 35,771 $10.3M 0.02% -394 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,337 shares; 2024Q4: 50,603 shares; 2025Q1: 50,576 shares; 2025Q2: 39,470 shares; 2025Q3: 46,466 shares; 2025Q4: 48,269 shares 48,269 $10.3M 0.02% +1,803 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 25,330 shares; 2025Q1: 26,849 shares; 2025Q2: 37,421 shares; 2025Q3: 45,377 shares; 2025Q4: 57,271 shares 57,271 $10.3M 0.02% +11,894 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258,300 shares; 2025Q3: 367,194 shares; 2025Q4: 394,064 shares 394,064 $10.3M 0.02% +26,870 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,757 shares; 2024Q4: 126,145 shares; 2025Q1: 118,787 shares; 2025Q2: 112,023 shares; 2025Q3: 86,374 shares; 2025Q4: 89,490 shares 89,490 $10.2M 0.02% +3,116 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,998 shares; 2024Q4: 352,110 shares; 2025Q1: 335,111 shares; 2025Q2: 328,423 shares; 2025Q3: 409,781 shares; 2025Q4: 435,713 shares 435,713 $10.2M 0.02% +25,932 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,198 shares; 2024Q4: 354,561 shares; 2025Q1: 350,927 shares; 2025Q2: 341,181 shares; 2025Q3: 440,596 shares; 2025Q4: 461,485 shares 461,485 $10.2M 0.02% +20,889 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,321 shares; 2025Q1: 9,806 shares; 2025Q2: 11,980 shares; 2025Q3: 40,938 shares; 2025Q4: 41,787 shares 41,787 $10.2M 0.02% +849 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 10,511 shares; 2025Q1: 13,164 shares; 2025Q2: 18,672 shares; 2025Q3: 77,271 shares; 2025Q4: 120,726 shares 120,726 $10.1M 0.02% +43,455 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,146 shares; 2024Q4: 342,588 shares; 2025Q1: 351,183 shares; 2025Q2: 350,032 shares; 2025Q3: 460,818 shares; 2025Q4: 469,461 shares 469,461 $10.1M 0.02% +8,643 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,376 shares; 2024Q4: 174,870 shares; 2025Q1: 41,140 shares; 2025Q2: 33,349 shares; 2025Q3: 129,541 shares; 2025Q4: 117,080 shares 117,080 $10.1M 0.02% -12,461 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,326 shares; 2024Q4: 55,575 shares; 2025Q1: 56,763 shares; 2025Q2: 53,181 shares; 2025Q3: 55,478 shares; 2025Q4: 44,305 shares 44,305 $10M 0.02% -11,173 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,556 shares; 2024Q4: 357,059 shares; 2025Q1: 340,877 shares; 2025Q2: 332,394 shares; 2025Q3: 434,426 shares; 2025Q4: 442,880 shares 442,880 $10M 0.02% +8,454 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,179 shares; 2024Q4: 18,168 shares; 2025Q1: 15,286 shares; 2025Q2: 13,911 shares; 2025Q3: 124,951 shares; 2025Q4: 220,231 shares 220,231 $9.99M 0.02% +95,280 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994,330 shares; 2025Q3: 941,903 shares; 2025Q4: 743,351 shares 743,351 $9.87M 0.02% -198,552 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,212 shares; 2024Q4: 195,887 shares; 2025Q1: 161,424 shares; 2025Q2: 165,298 shares; 2025Q3: 162,406 shares; 2025Q4: 266,476 shares 266,476 $9.86M 0.02% +104,070 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,334 shares; 2024Q4: 73,875 shares; 2025Q1: 89,758 shares; 2025Q2: 101,092 shares; 2025Q3: 105,143 shares; 2025Q4: 102,976 shares 102,976 $9.84M 0.02% -2,167 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,224 shares; 2025Q1: 60,393 shares; 2025Q2: 100,899 shares; 2025Q3: 90,853 shares; 2025Q4: 122,142 shares 122,142 $9.7M 0.01% +31,289 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,740 shares; 2024Q4: 12,175 shares; 2025Q1: 11,014 shares; 2025Q2: 15,814 shares; 2025Q3: 39,112 shares; 2025Q4: 49,865 shares 49,865 $9.69M 0.01% +10,753 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,440 shares; 2025Q1: 17,463 shares; 2025Q2: 16,946 shares; 2025Q3: 23,521 shares; 2025Q4: 574,549 shares 574,549 $9.59M 0.01% +551,028 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,541 shares; 2024Q4: 43,135 shares; 2025Q1: 37,546 shares; 2025Q2: 51,211 shares; 2025Q3: 56,817 shares; 2025Q4: 48,917 shares 48,917 $9.51M 0.01% -7,900 Timeline