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: not loaded; 2024Q4: 26,415,302 shares; 2025Q1: 26,653,704 shares; 2025Q2: 28,484,896 shares; 2025Q3: 28,328,071 shares; 2025Q4: 29,347,563 shares 29,347,563 $18.4B 5.73% +1,019,492 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77,873,077 shares; 2025Q1: 81,294,683 shares; 2025Q2: 77,335,290 shares; 2025Q3: 79,246,704 shares; 2025Q4: 84,760,819 shares 84,760,819 $8.47B 2.64% +5,514,115 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,131,544 shares; 2025Q1: 16,997,969 shares; 2025Q2: 16,994,203 shares; 2025Q3: 17,105,457 shares; 2025Q4: 17,255,907 shares 17,255,907 $8.35B 2.6% +150,450 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 loaded; 2024Q4: 29,762,374 shares; 2025Q1: 29,414,200 shares; 2025Q2: 29,215,988 shares; 2025Q3: 29,751,127 shares; 2025Q4: 30,054,951 shares 30,054,951 $8.17B 2.54% +303,824 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: not loaded; 2024Q4: 36,141,367 shares; 2025Q1: 33,826,937 shares; 2025Q2: 34,627,250 shares; 2025Q3: 34,248,980 shares; 2025Q4: 34,553,046 shares 34,553,046 $6.45B 2.01% +304,066 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: not loaded; 2024Q4: 18,471,827 shares; 2025Q1: 17,425,496 shares; 2025Q2: 17,517,106 shares; 2025Q3: 16,340,261 shares; 2025Q4: 16,116,942 shares 16,116,942 $5.58B 1.74% -223,319 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 loaded; 2024Q4: 20,389,466 shares; 2025Q1: 20,145,921 shares; 2025Q2: 20,723,982 shares; 2025Q3: 20,801,805 shares; 2025Q4: 20,929,816 shares 20,929,816 $4.83B 1.5% +128,011 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: not loaded; 2024Q4: 14,655,399 shares; 2025Q1: 14,618,167 shares; 2025Q2: 14,529,255 shares; 2025Q3: 14,446,003 shares; 2025Q4: 14,448,443 shares 14,448,443 $4.66B 1.45% +2,440 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: not loaded; 2024Q4: 13,180,398 shares; 2025Q1: 13,056,605 shares; 2025Q2: 13,197,249 shares; 2025Q3: 13,355,093 shares; 2025Q4: 13,312,835 shares 13,312,835 $4.17B 1.3% -42,258 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: not loaded; 2024Q4: 37,524,265 shares; 2025Q1: 37,782,854 shares; 2025Q2: 38,892,517 shares; 2025Q3: 37,509,241 shares; 2025Q4: 43,144,722 shares 43,144,722 $3.86B 1.2% +5,635,481 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: not loaded; 2024Q4: 5,140,280 shares; 2025Q1: 4,677,340 shares; 2025Q2: 4,659,722 shares; 2025Q3: 4,621,261 shares; 2025Q4: 5,166,926 shares 5,166,926 $3.52B 1.1% +545,665 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: not loaded; 2024Q4: 4,125,167 shares; 2025Q1: 4,193,467 shares; 2025Q2: 4,217,885 shares; 2025Q3: 4,025,265 shares; 2025Q4: 4,369,066 shares 4,369,066 $2.99B 0.93% +343,801 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: not loaded; 2024Q4: 25,529,901 shares; 2025Q1: 24,867,400 shares; 2025Q2: 24,897,233 shares; 2025Q3: 24,990,692 shares; 2025Q4: 24,712,775 shares 24,712,775 $2.75B 0.86% -277,917 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: not loaded; 2024Q4: 3,831,878 shares; 2025Q1: 3,660,952 shares; 2025Q2: 3,737,448 shares; 2025Q3: 3,864,593 shares; 2025Q4: 3,671,295 shares 3,671,295 $2.42B 0.75% -193,298 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 loaded; 2024Q4: 3,568,578 shares; 2025Q1: 3,495,456 shares; 2025Q2: 3,636,954 shares; 2025Q3: 3,928,370 shares; 2025Q4: 3,909,737 shares 3,909,737 $2.4B 0.75% -18,633 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: not loaded; 2024Q4: 35,598,511 shares; 2025Q1: 37,597,337 shares; 2025Q2: 38,719,798 shares; 2025Q3: 38,660,423 shares; 2025Q4: 35,824,382 shares 35,824,382 $2.36B 0.74% -2,836,041 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: not loaded; 2024Q4: 8,147,097 shares; 2025Q1: 7,500,080 shares; 2025Q2: 7,400,727 shares; 2025Q3: 7,522,670 shares; 2025Q4: 7,508,531 shares 7,508,531 $2.36B 0.73% -14,139 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 loaded; 2024Q4: 3,880,865 shares; 2025Q1: 3,892,476 shares; 2025Q2: 3,902,778 shares; 2025Q3: 4,044,838 shares; 2025Q4: 4,289,930 shares 4,289,930 $2.16B 0.67% +245,092 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: not loaded; 2024Q4: 6,702,034 shares; 2025Q1: 6,584,168 shares; 2025Q2: 9,337,480 shares; 2025Q3: 9,557,701 shares; 2025Q4: 9,397,734 shares 9,397,734 $2.15B 0.67% -159,967 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: not loaded; 2024Q4: 9,264,823 shares; 2025Q1: 9,468,114 shares; 2025Q2: 9,446,764 shares; 2025Q3: 10,137,651 shares; 2025Q4: 10,358,905 shares 10,358,905 $2.14B 0.67% +221,254 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: not loaded; 2024Q4: 6,061,609 shares; 2025Q1: 6,186,061 shares; 2025Q2: 6,568,668 shares; 2025Q3: 6,736,769 shares; 2025Q4: 7,143,783 shares 7,143,783 $2.07B 0.65% +407,014 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: not loaded; 2024Q4: 5,687,925 shares; 2025Q1: 5,540,952 shares; 2025Q2: 5,551,966 shares; 2025Q3: 5,645,341 shares; 2025Q4: 5,736,050 shares 5,736,050 $1.97B 0.61% +90,709 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: not loaded; 2024Q4: 6,187,199 shares; 2025Q1: 5,991,437 shares; 2025Q2: 5,825,867 shares; 2025Q3: 5,747,538 shares; 2025Q4: 5,503,895 shares 5,503,895 $1.93B 0.6% -243,643 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: not loaded; 2024Q4: 5,765,117 shares; 2025Q1: 5,312,744 shares; 2025Q2: 5,466,222 shares; 2025Q3: 5,384,561 shares; 2025Q4: 5,332,986 shares 5,332,986 $1.7B 0.53% -51,575 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: not loaded; 2024Q4: 14,210,215 shares; 2025Q1: 14,078,882 shares; 2025Q2: 13,964,084 shares; 2025Q3: 13,729,381 shares; 2025Q4: 14,095,517 shares 14,095,517 $1.69B 0.53% +366,136 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: not loaded; 2024Q4: 7,613,182 shares; 2025Q1: 7,683,731 shares; 2025Q2: 7,446,585 shares; 2025Q3: 7,922,686 shares; 2025Q4: 8,759,680 shares 8,759,680 $1.67B 0.52% +836,994 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: not loaded; 2024Q4: 3,404,719 shares; 2025Q1: 3,379,991 shares; 2025Q2: 3,385,164 shares; 2025Q3: 3,383,314 shares; 2025Q4: 3,470,027 shares 3,470,027 $1.64B 0.51% +86,713 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: not loaded; 2024Q4: 2,365,417 shares; 2025Q1: 2,637,078 shares; 2025Q2: 2,471,481 shares; 2025Q3: 2,543,120 shares; 2025Q4: 3,328,639 shares 3,328,639 $1.62B 0.51% +785,519 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: not loaded; 2024Q4: 1,607,062 shares; 2025Q1: 1,471,216 shares; 2025Q2: 1,491,877 shares; 2025Q3: 1,380,719 shares; 2025Q4: 1,489,958 shares 1,489,958 $1.6B 0.5% +109,239 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 loaded; 2024Q4: 3,922,558 shares; 2025Q1: 3,935,224 shares; 2025Q2: 3,738,927 shares; 2025Q3: 4,829,931 shares; 2025Q4: 4,844,037 shares 4,844,037 $1.32B 0.41% +14,106 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: not loaded; 2024Q4: 17,584,545 shares; 2025Q1: 17,932,273 shares; 2025Q2: 18,282,872 shares; 2025Q3: 18,570,458 shares; 2025Q4: 19,550,576 shares 19,550,576 $1.31B 0.41% +980,118 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: not loaded; 2024Q4: 13,248,544 shares; 2025Q1: 13,123,587 shares; 2025Q2: 13,315,040 shares; 2025Q3: 13,521,148 shares; 2025Q4: 13,773,118 shares 13,773,118 $1.3B 0.4% +251,970 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: not loaded; 2024Q4: 3,307,766 shares; 2025Q1: 3,374,532 shares; 2025Q2: 3,401,738 shares; 2025Q3: 3,433,482 shares; 2025Q4: 3,363,507 shares 3,363,507 $1.29B 0.4% -69,975 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: not loaded; 2024Q4: 4,194,339 shares; 2025Q1: 4,188,505 shares; 2025Q2: 4,170,581 shares; 2025Q3: 4,162,369 shares; 2025Q4: 4,119,863 shares 4,119,863 $1.29B 0.4% -42,506 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: not loaded; 2024Q4: 20,777,029 shares; 2025Q1: 21,689,998 shares; 2025Q2: 21,831,076 shares; 2025Q3: 22,217,280 shares; 2025Q4: 24,614,196 shares 24,614,196 $1.24B 0.39% +2,396,916 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: not loaded; 2024Q4: 5,229,633 shares; 2025Q1: 5,329,391 shares; 2025Q2: 5,364,287 shares; 2025Q3: 5,328,591 shares; 2025Q4: 5,591,809 shares 5,591,809 $1.23B 0.38% +263,218 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: not loaded; 2024Q4: 1,348,991 shares; 2025Q1: 1,335,929 shares; 2025Q2: 1,336,716 shares; 2025Q3: 1,342,451 shares; 2025Q4: 1,372,191 shares 1,372,191 $1.18B 0.37% +29,740 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: not loaded; 2024Q4: 3,750,861 shares; 2025Q1: 4,113,991 shares; 2025Q2: 4,101,669 shares; 2025Q3: 4,096,873 shares; 2025Q4: 4,319,763 shares 4,319,763 $1.18B 0.37% +222,890 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: not loaded; 2024Q4: 4,364,293 shares; 2025Q1: 4,225,687 shares; 2025Q2: 4,455,370 shares; 2025Q3: 4,071,623 shares; 2025Q4: 8,118,848 shares 8,118,848 $1.17B 0.36% +4,047,225 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: not loaded; 2024Q4: 27,090,213 shares; 2025Q1: 28,745,843 shares; 2025Q2: 30,857,299 shares; 2025Q3: 30,915,777 shares; 2025Q4: 28,467,498 shares 28,467,498 $1.16B 0.36% -2,448,279 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: not loaded; 2024Q4: 5,253,808 shares; 2025Q1: 4,901,855 shares; 2025Q2: 4,978,791 shares; 2025Q3: 5,154,926 shares; 2025Q4: 5,379,206 shares 5,379,206 $1.13B 0.35% +224,280 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: not loaded; 2024Q4: 7,221,557 shares; 2025Q1: 7,312,162 shares; 2025Q2: 7,491,066 shares; 2025Q3: 7,445,252 shares; 2025Q4: 7,720,006 shares 7,720,006 $1.11B 0.34% +274,754 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: not loaded; 2024Q4: 2,204,464 shares; 2025Q1: 2,152,652 shares; 2025Q2: 2,257,493 shares; 2025Q3: 2,339,418 shares; 2025Q4: 2,447,967 shares 2,447,967 $1.1B 0.34% +108,549 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: not loaded; 2024Q4: 6,870,976 shares; 2025Q1: 8,360,731 shares; 2025Q2: 9,120,488 shares; 2025Q3: 9,317,930 shares; 2025Q4: 9,039,540 shares 9,039,540 $1.09B 0.34% -278,390 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: not loaded; 2024Q4: 10,675,166 shares; 2025Q1: 10,838,702 shares; 2025Q2: 10,875,966 shares; 2025Q3: 11,203,865 shares; 2025Q4: 11,253,611 shares 11,253,611 $1.08B 0.34% +49,746 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: not loaded; 2024Q4: 7,154,805 shares; 2025Q1: 7,563,972 shares; 2025Q2: 6,335,778 shares; 2025Q3: 7,102,674 shares; 2025Q4: 6,887,326 shares 6,887,326 $1.05B 0.33% -215,348 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: not loaded; 2024Q4: 11,198,940 shares; 2025Q1: 11,788,012 shares; 2025Q2: 12,239,721 shares; 2025Q3: 12,504,583 shares; 2025Q4: 12,872,039 shares 12,872,039 $1.03B 0.32% +367,456 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,051,741 shares; 2025Q1: 17,353,649 shares; 2025Q2: 19,353,624 shares; 2025Q3: 22,125,677 shares; 2025Q4: 23,591,243 shares 23,591,243 $1.03B 0.32% +1,465,566 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: not loaded; 2024Q4: 3,785,120 shares; 2025Q1: 3,671,484 shares; 2025Q2: 3,523,165 shares; 2025Q3: 3,288,599 shares; 2025Q4: 3,098,564 shares 3,098,564 $1.02B 0.32% -190,035 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: not loaded; 2024Q4: 3,058,208 shares; 2025Q1: 3,144,830 shares; 2025Q2: 3,042,106 shares; 2025Q3: 2,849,708 shares; 2025Q4: 3,013,092 shares 3,013,092 $1.01B 0.31% +163,384 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: not loaded; 2024Q4: 3,510,198 shares; 2025Q1: 3,742,570 shares; 2025Q2: 3,761,402 shares; 2025Q3: 3,891,552 shares; 2025Q4: 3,730,824 shares 3,730,824 $988M 0.31% -160,728 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: not loaded; 2024Q4: 1,858,958 shares; 2025Q1: 2,063,634 shares; 2025Q2: 2,210,126 shares; 2025Q3: 2,372,843 shares; 2025Q4: 2,468,969 shares 2,468,969 $978M 0.3% +96,126 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 loaded; 2024Q4: 3,971,689 shares; 2025Q1: 5,012,831 shares; 2025Q2: 5,324,683 shares; 2025Q3: 5,251,582 shares; 2025Q4: 5,331,288 shares 5,331,288 $978M 0.3% +79,706 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: not loaded; 2024Q4: 4,542,646 shares; 2025Q1: 4,534,968 shares; 2025Q2: 4,340,839 shares; 2025Q3: 4,181,151 shares; 2025Q4: 4,143,845 shares 4,143,845 $959M 0.3% -37,306 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: not loaded; 2024Q4: 3,989,418 shares; 2025Q1: 4,426,972 shares; 2025Q2: 5,137,177 shares; 2025Q3: 6,977,858 shares; 2025Q4: 10,196,170 shares 10,196,170 $952M 0.3% +3,218,312 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: not loaded; 2024Q4: 5,684,017 shares; 2025Q1: 6,037,532 shares; 2025Q2: 5,996,730 shares; 2025Q3: 6,020,140 shares; 2025Q4: 5,815,034 shares 5,815,034 $946M 0.29% -205,106 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: not loaded; 2024Q4: 5,581,469 shares; 2025Q1: 5,483,087 shares; 2025Q2: 5,197,786 shares; 2025Q3: 4,587,480 shares; 2025Q4: 4,741,734 shares 4,741,734 $925M 0.29% +154,254 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: not loaded; 2024Q4: 4,720,987 shares; 2025Q1: 4,714,243 shares; 2025Q2: 5,952,367 shares; 2025Q3: 5,957,109 shares; 2025Q4: 6,010,324 shares 6,010,324 $925M 0.29% +53,215 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: not loaded; 2024Q4: 16,012,820 shares; 2025Q1: 16,026,378 shares; 2025Q2: 13,511,420 shares; 2025Q3: 13,535,506 shares; 2025Q4: 16,288,590 shares 16,288,590 $892M 0.28% +2,753,084 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: not loaded; 2024Q4: 11,776,526 shares; 2025Q1: 12,910,875 shares; 2025Q2: 13,583,212 shares; 2025Q3: 13,461,572 shares; 2025Q4: 14,278,396 shares 14,278,396 $892M 0.28% +816,824 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: not loaded; 2024Q4: 6,028,543 shares; 2025Q1: 6,283,992 shares; 2025Q2: 6,229,746 shares; 2025Q3: 6,187,734 shares; 2025Q4: 6,205,836 shares 6,205,836 $890M 0.28% +18,102 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: not loaded; 2024Q4: 1,589,564 shares; 2025Q1: 1,557,155 shares; 2025Q2: 1,549,712 shares; 2025Q3: 1,575,801 shares; 2025Q4: 1,536,283 shares 1,536,283 $877M 0.27% -39,518 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: not loaded; 2024Q4: 8,033,921 shares; 2025Q1: 11,844,673 shares; 2025Q2: 12,354,397 shares; 2025Q3: 12,375,771 shares; 2025Q4: 12,121,617 shares 12,121,617 $848M 0.26% -254,154 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: not loaded; 2024Q4: 7,200,162 shares; 2025Q1: 7,378,331 shares; 2025Q2: 7,184,525 shares; 2025Q3: 7,144,731 shares; 2025Q4: 7,037,826 shares 7,037,826 $843M 0.26% -106,905 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: not loaded; 2024Q4: 2,696,389 shares; 2025Q1: 2,987,788 shares; 2025Q2: 3,094,667 shares; 2025Q3: 2,641,423 shares; 2025Q4: 2,820,494 shares 2,820,494 $838M 0.26% +179,071 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: not loaded; 2024Q4: 1,091,203 shares; 2025Q1: 1,010,684 shares; 2025Q2: 958,338 shares; 2025Q3: 936,115 shares; 2025Q4: 940,940 shares 940,940 $828M 0.26% +4,825 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: not loaded; 2024Q4: 2,316,407 shares; 2025Q1: 2,228,341 shares; 2025Q2: 2,447,227 shares; 2025Q3: 2,579,781 shares; 2025Q4: 2,677,162 shares 2,677,162 $814M 0.25% +97,381 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: not loaded; 2024Q4: 2,778,002 shares; 2025Q1: 2,929,874 shares; 2025Q2: 2,942,400 shares; 2025Q3: 3,063,251 shares; 2025Q4: 3,215,974 shares 3,215,974 $805M 0.25% +152,723 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 loaded; 2024Q4: 11,872,633 shares; 2025Q1: 12,049,171 shares; 2025Q2: 16,128,133 shares; 2025Q3: 14,536,966 shares; 2025Q4: 14,527,953 shares 14,527,953 $800M 0.25% -9,013 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: not loaded; 2024Q4: 536,668 shares; 2025Q1: 1,354,052 shares; 2025Q2: 1,450,651 shares; 2025Q3: 1,515,473 shares; 2025Q4: 1,555,541 shares 1,555,541 $795M 0.25% +40,068 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,031,147 shares; 2025Q1: 11,002,535 shares; 2025Q2: 11,201,473 shares; 2025Q3: 11,042,125 shares; 2025Q4: 11,285,710 shares 11,285,710 $784M 0.24% +243,585 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 952,308 shares; 2025Q1: 918,029 shares; 2025Q2: 945,954 shares; 2025Q3: 811,741 shares; 2025Q4: 8,227,450 shares 8,227,450 $771M 0.24% +7,415,709 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: not loaded; 2024Q4: 6,019,648 shares; 2025Q1: 6,040,006 shares; 2025Q2: 5,647,759 shares; 2025Q3: 4,892,752 shares; 2025Q4: 4,974,099 shares 4,974,099 $770M 0.24% +81,347 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: not loaded; 2024Q4: 9,471,657 shares; 2025Q1: 10,040,443 shares; 2025Q2: 9,721,140 shares; 2025Q3: 9,591,974 shares; 2025Q4: 9,824,315 shares 9,824,315 $757M 0.24% +232,341 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: not loaded; 2024Q4: 10,055,816 shares; 2025Q1: 10,230,233 shares; 2025Q2: 10,009,467 shares; 2025Q3: 10,467,035 shares; 2025Q4: 10,746,195 shares 10,746,195 $746M 0.23% +279,160 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,779,793 shares; 2025Q1: 2,201,585 shares; 2025Q2: 2,477,433 shares; 2025Q3: 2,623,734 shares; 2025Q4: 2,936,996 shares 2,936,996 $743M 0.23% +313,262 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: not loaded; 2024Q4: 2,425,310 shares; 2025Q1: 2,399,469 shares; 2025Q2: 2,365,985 shares; 2025Q3: 2,490,390 shares; 2025Q4: 2,426,060 shares 2,426,060 $743M 0.23% -64,330 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: not loaded; 2024Q4: 4,339,131 shares; 2025Q1: 4,431,644 shares; 2025Q2: 4,291,537 shares; 2025Q3: 4,756,435 shares; 2025Q4: 4,624,367 shares 4,624,367 $742M 0.23% -132,068 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 loaded; 2024Q4: 3,052,582 shares; 2025Q1: 3,096,277 shares; 2025Q2: 3,122,067 shares; 2025Q3: 3,075,144 shares; 2025Q4: 2,987,420 shares 2,987,420 $738M 0.23% -87,724 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: not loaded; 2024Q4: 15,692,332 shares; 2025Q1: 15,640,892 shares; 2025Q2: 7,637,165 shares; 2025Q3: 7,007,453 shares; 2025Q4: 6,928,656 shares 6,928,656 $729M 0.23% -78,797 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 loaded; 2024Q4: 3,118,881 shares; 2025Q1: 3,231,267 shares; 2025Q2: 3,242,521 shares; 2025Q3: 3,340,302 shares; 2025Q4: 3,394,647 shares 3,394,647 $727M 0.23% +54,345 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: not loaded; 2024Q4: 3,822,113 shares; 2025Q1: 3,736,130 shares; 2025Q2: 3,673,896 shares; 2025Q3: 3,719,108 shares; 2025Q4: 3,700,072 shares 3,700,072 $709M 0.22% -19,036 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 loaded; 2024Q4: 14,041,015 shares; 2025Q1: 14,527,920 shares; 2025Q2: 14,411,863 shares; 2025Q3: 14,813,665 shares; 2025Q4: 15,586,010 shares 15,586,010 $694M 0.22% +772,345 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: not loaded; 2024Q4: 15,459,393 shares; 2025Q1: 15,891,938 shares; 2025Q2: 16,496,902 shares; 2025Q3: 16,820,246 shares; 2025Q4: 18,341,550 shares 18,341,550 $686M 0.21% +1,521,304 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: not loaded; 2024Q4: 4,417,432 shares; 2025Q1: 4,253,675 shares; 2025Q2: 5,505,595 shares; 2025Q3: 5,295,115 shares; 2025Q4: 5,768,478 shares 5,768,478 $679M 0.21% +473,363 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 loaded; 2024Q4: 5,614,498 shares; 2025Q1: 5,496,356 shares; 2025Q2: 5,428,335 shares; 2025Q3: 5,536,178 shares; 2025Q4: 5,406,562 shares 5,406,562 $678M 0.21% -129,616 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,364,580 shares; 2025Q1: 11,356,883 shares; 2025Q2: 12,011,841 shares; 2025Q3: 12,186,943 shares; 2025Q4: 11,974,571 shares 11,974,571 $675M 0.21% -212,372 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: not loaded; 2024Q4: 25,026,558 shares; 2025Q1: 25,111,092 shares; 2025Q2: 25,774,366 shares; 2025Q3: 28,532,739 shares; 2025Q4: 26,353,459 shares 26,353,459 $654M 0.2% -2,179,280 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,444,035 shares; 2025Q1: 3,601,340 shares; 2025Q2: 3,585,167 shares; 2025Q3: 3,506,083 shares; 2025Q4: 3,481,748 shares 3,481,748 $641M 0.2% -24,335 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: not loaded; 2024Q4: 4,038,284 shares; 2025Q1: 5,965,126 shares; 2025Q2: 3,811,286 shares; 2025Q3: 3,618,655 shares; 2025Q4: 3,591,912 shares 3,591,912 $639M 0.2% -26,743 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: not loaded; 2024Q4: 1,655,127 shares; 2025Q1: 1,655,982 shares; 2025Q2: 1,633,227 shares; 2025Q3: 1,641,551 shares; 2025Q4: 1,594,845 shares 1,594,845 $621M 0.19% -46,706 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: not loaded; 2024Q4: 795,919 shares; 2025Q1: 788,435 shares; 2025Q2: 839,978 shares; 2025Q3: 796,882 shares; 2025Q4: 799,090 shares 799,090 $602M 0.19% +2,208 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: not loaded; 2024Q4: 2,560,361 shares; 2025Q1: 4,861,309 shares; 2025Q2: 5,330,635 shares; 2025Q3: 5,317,557 shares; 2025Q4: 5,128,690 shares 5,128,690 $602M 0.19% -188,867 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,847,362 shares; 2025Q1: 8,125,441 shares; 2025Q2: 5,884,673 shares; 2025Q3: 6,175,024 shares; 2025Q4: 6,204,714 shares 6,204,714 $597M 0.19% +29,690 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: not loaded; 2024Q4: 3,430,886 shares; 2025Q1: 3,494,644 shares; 2025Q2: 3,470,417 shares; 2025Q3: 3,451,221 shares; 2025Q4: 3,477,330 shares 3,477,330 $595M 0.19% +26,109 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: not loaded; 2024Q4: 2,203,938 shares; 2025Q1: 2,149,642 shares; 2025Q2: 2,213,641 shares; 2025Q3: 2,222,028 shares; 2025Q4: 2,304,605 shares 2,304,605 $594M 0.19% +82,577 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: not loaded; 2024Q4: 973,730 shares; 2025Q1: 977,456 shares; 2025Q2: 972,410 shares; 2025Q3: 1,022,912 shares; 2025Q4: 1,019,075 shares 1,019,075 $584M 0.18% -3,837 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: not loaded; 2024Q4: 6,109,589 shares; 2025Q1: 6,348,372 shares; 2025Q2: 6,498,596 shares; 2025Q3: 6,869,884 shares; 2025Q4: 7,735,108 shares 7,735,108 $573M 0.18% +865,224 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 loaded; 2024Q4: 2,782,736 shares; 2025Q1: 2,705,025 shares; 2025Q2: 2,793,645 shares; 2025Q3: 2,739,096 shares; 2025Q4: 2,744,349 shares 2,744,349 $571M 0.18% +5,253 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: not loaded; 2024Q4: 666,362 shares; 2025Q1: 568,890 shares; 2025Q2: 944,567 shares; 2025Q3: 934,272 shares; 2025Q4: 861,574 shares 861,574 $563M 0.18% -72,698 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 loaded; 2024Q4: 1,542,024 shares; 2025Q1: 1,676,345 shares; 2025Q2: 1,725,628 shares; 2025Q3: 1,746,516 shares; 2025Q4: 1,702,750 shares 1,702,750 $557M 0.17% -43,766 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,938,080 shares; 2025Q1: 7,777,757 shares; 2025Q2: 8,464,909 shares; 2025Q3: 11,144,965 shares; 2025Q4: 12,416,934 shares 12,416,934 $552M 0.17% +1,271,969 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: not loaded; 2024Q4: 9,550,385 shares; 2025Q1: 8,191,316 shares; 2025Q2: 8,994,247 shares; 2025Q3: 8,908,747 shares; 2025Q4: 9,100,262 shares 9,100,262 $547M 0.17% +191,515 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,636,023 shares; 2025Q1: 12,496,285 shares; 2025Q2: 12,018,669 shares; 2025Q3: 12,844,014 shares; 2025Q4: 14,105,263 shares 14,105,263 $541M 0.17% +1,261,249 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: not loaded; 2024Q4: 4,499,950 shares; 2025Q1: 4,344,305 shares; 2025Q2: 4,256,548 shares; 2025Q3: 4,309,062 shares; 2025Q4: 4,354,800 shares 4,354,800 $537M 0.17% +45,738 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: not loaded; 2024Q4: 15,366,610 shares; 2025Q1: 15,070,080 shares; 2025Q2: 12,518,003 shares; 2025Q3: 10,278,153 shares; 2025Q4: 8,846,219 shares 8,846,219 $532M 0.17% -1,431,934 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: not loaded; 2024Q4: 1,058,583 shares; 2025Q1: 1,041,432 shares; 2025Q2: 1,032,911 shares; 2025Q3: 1,023,198 shares; 2025Q4: 985,958 shares 985,958 $515M 0.16% -37,240 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: not loaded; 2024Q4: 1,894,581 shares; 2025Q1: 1,696,432 shares; 2025Q2: 1,803,557 shares; 2025Q3: 1,692,728 shares; 2025Q4: 1,867,261 shares 1,867,261 $502M 0.16% +174,533 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: not loaded; 2024Q4: 2,614,295 shares; 2025Q1: 2,204,186 shares; 2025Q2: 2,361,748 shares; 2025Q3: 2,345,667 shares; 2025Q4: 2,324,633 shares 2,324,633 $487M 0.15% -21,034 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: not loaded; 2024Q4: 14,489,666 shares; 2025Q1: 14,822,162 shares; 2025Q2: 15,317,027 shares; 2025Q3: 14,516,716 shares; 2025Q4: 14,890,934 shares 14,890,934 $486M 0.15% +374,218 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 loaded; 2024Q4: 538,048 shares; 2025Q1: 427,769 shares; 2025Q2: 470,469 shares; 2025Q3: 460,782 shares; 2025Q4: 440,844 shares 440,844 $473M 0.15% -19,938 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: not loaded; 2024Q4: 3,875,487 shares; 2025Q1: 3,105,982 shares; 2025Q2: 3,194,425 shares; 2025Q3: 3,194,526 shares; 2025Q4: 3,243,578 shares 3,243,578 $466M 0.14% +49,052 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: not loaded; 2024Q4: 2,114,691 shares; 2025Q1: 1,899,541 shares; 2025Q2: 1,862,830 shares; 2025Q3: 1,925,317 shares; 2025Q4: 1,886,225 shares 1,886,225 $464M 0.14% -39,092 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: not loaded; 2024Q4: 5,602,308 shares; 2025Q1: 6,435,593 shares; 2025Q2: 7,072,179 shares; 2025Q3: 7,273,381 shares; 2025Q4: 8,099,270 shares 8,099,270 $464M 0.14% +825,889 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: not loaded; 2024Q4: 5,948,359 shares; 2025Q1: 5,961,465 shares; 2025Q2: 6,092,301 shares; 2025Q3: 6,187,082 shares; 2025Q4: 6,275,046 shares 6,275,046 $462M 0.14% +87,964 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: not loaded; 2024Q4: 5,063,190 shares; 2025Q1: 5,395,693 shares; 2025Q2: 5,347,213 shares; 2025Q3: 5,626,480 shares; 2025Q4: 5,648,490 shares 5,648,490 $458M 0.14% +22,010 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,256,650 shares; 2025Q1: 11,987,930 shares; 2025Q2: 12,059,891 shares; 2025Q3: 12,008,870 shares; 2025Q4: 13,130,315 shares 13,130,315 $455M 0.14% +1,121,445 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: not loaded; 2024Q4: 19,815,653 shares; 2025Q1: 20,243,358 shares; 2025Q2: 19,614,955 shares; 2025Q3: 18,642,981 shares; 2025Q4: 15,204,835 shares 15,204,835 $454M 0.14% -3,438,146 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,729,539 shares; 2025Q1: 2,339,694 shares; 2025Q2: 2,196,496 shares; 2025Q3: 2,428,884 shares; 2025Q4: 2,803,898 shares 2,803,898 $454M 0.14% +375,014 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: not loaded; 2024Q4: 726,412 shares; 2025Q1: 725,280 shares; 2025Q2: 778,822 shares; 2025Q3: 749,829 shares; 2025Q4: 760,643 shares 760,643 $441M 0.14% +10,814 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: not loaded; 2024Q4: 1,614,360 shares; 2025Q1: 1,664,080 shares; 2025Q2: 1,632,328 shares; 2025Q3: 1,535,399 shares; 2025Q4: 1,512,143 shares 1,512,143 $432M 0.13% -23,256 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: not loaded; 2024Q4: 3,010,271 shares; 2025Q1: 3,013,851 shares; 2025Q2: 3,133,413 shares; 2025Q3: 3,116,544 shares; 2025Q4: 3,090,639 shares 3,090,639 $430M 0.13% -25,905 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,680,799 shares; 2025Q1: 3,713,702 shares; 2025Q2: 3,825,697 shares; 2025Q3: 3,970,236 shares; 2025Q4: 4,030,332 shares 4,030,332 $430M 0.13% +60,096 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: not loaded; 2024Q4: 2,133,190 shares; 2025Q1: 2,071,423 shares; 2025Q2: 2,117,111 shares; 2025Q3: 2,238,686 shares; 2025Q4: 2,322,135 shares 2,322,135 $428M 0.13% +83,449 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: not loaded; 2024Q4: 21,703,476 shares; 2025Q1: 21,199,631 shares; 2025Q2: 17,528,202 shares; 2025Q3: 16,422,407 shares; 2025Q4: 15,517,045 shares 15,517,045 $426M 0.13% -905,362 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: not loaded; 2024Q4: 1,164,389 shares; 2025Q1: 1,930,763 shares; 2025Q2: 1,288,090 shares; 2025Q3: 1,341,694 shares; 2025Q4: 1,364,821 shares 1,364,821 $421M 0.13% +23,127 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,625,364 shares; 2025Q1: 5,343,718 shares; 2025Q2: 5,038,421 shares; 2025Q3: 4,848,067 shares; 2025Q4: 4,506,375 shares 4,506,375 $417M 0.13% -341,692 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: not loaded; 2024Q4: 699,156 shares; 2025Q1: 688,174 shares; 2025Q2: 711,707 shares; 2025Q3: 885,164 shares; 2025Q4: 885,472 shares 885,472 $413M 0.13% +308 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: not loaded; 2024Q4: 4,028,527 shares; 2025Q1: 4,261,894 shares; 2025Q2: 4,189,283 shares; 2025Q3: 4,620,873 shares; 2025Q4: 4,870,777 shares 4,870,777 $408M 0.13% +249,904 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 loaded; 2024Q4: 2,411,756 shares; 2025Q1: 2,295,589 shares; 2025Q2: 3,783,251 shares; 2025Q3: 4,400,269 shares; 2025Q4: 4,418,771 shares 4,418,771 $407M 0.13% +18,502 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: not loaded; 2024Q4: 1,704,504 shares; 2025Q1: 1,950,321 shares; 2025Q2: 1,990,607 shares; 2025Q3: 1,770,097 shares; 2025Q4: 1,782,598 shares 1,782,598 $406M 0.13% +12,501 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: not loaded; 2024Q4: 1,687,946 shares; 2025Q1: 1,673,668 shares; 2025Q2: 1,703,556 shares; 2025Q3: 1,783,788 shares; 2025Q4: 1,841,400 shares 1,841,400 $405M 0.13% +57,612 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 loaded; 2024Q4: 1,573,451 shares; 2025Q1: 2,424,033 shares; 2025Q2: 2,542,268 shares; 2025Q3: 2,756,672 shares; 2025Q4: 2,969,286 shares 2,969,286 $401M 0.12% +212,614 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 loaded; 2024Q4: 1,304,771 shares; 2025Q1: 1,468,498 shares; 2025Q2: 1,572,582 shares; 2025Q3: 1,651,103 shares; 2025Q4: 1,819,153 shares 1,819,153 $395M 0.12% +168,050 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: not loaded; 2024Q4: 1,630,728 shares; 2025Q1: 1,598,578 shares; 2025Q2: 1,647,217 shares; 2025Q3: 1,692,485 shares; 2025Q4: 1,845,630 shares 1,845,630 $391M 0.12% +153,145 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: not loaded; 2024Q4: 1,861,028 shares; 2025Q1: 1,968,692 shares; 2025Q2: 1,978,421 shares; 2025Q3: 2,040,575 shares; 2025Q4: 1,969,479 shares 1,969,479 $391M 0.12% -71,096 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 loaded; 2024Q4: 984,132 shares; 2025Q1: 1,034,409 shares; 2025Q2: 1,047,325 shares; 2025Q3: 1,039,514 shares; 2025Q4: 1,049,366 shares 1,049,366 $388M 0.12% +9,852 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: not loaded; 2024Q4: 4,548,946 shares; 2025Q1: 4,527,490 shares; 2025Q2: 4,334,705 shares; 2025Q3: 4,621,806 shares; 2025Q4: 4,994,420 shares 4,994,420 $388M 0.12% +372,614 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: not loaded; 2024Q4: 2,716,541 shares; 2025Q1: 2,887,793 shares; 2025Q2: 4,041,128 shares; 2025Q3: 4,170,594 shares; 2025Q4: 4,186,242 shares 4,186,242 $383M 0.12% +15,648 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,972,904 shares; 2025Q1: 3,171,773 shares; 2025Q2: 3,705,989 shares; 2025Q3: 2,960,306 shares; 2025Q4: 3,109,784 shares 3,109,784 $379M 0.12% +149,478 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: not loaded; 2024Q4: 2,816,176 shares; 2025Q1: 3,266,085 shares; 2025Q2: 3,266,553 shares; 2025Q3: 3,086,522 shares; 2025Q4: 3,225,041 shares 3,225,041 $376M 0.12% +138,519 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: not loaded; 2024Q4: 6,089,470 shares; 2025Q1: 6,360,552 shares; 2025Q2: 6,523,340 shares; 2025Q3: 7,033,631 shares; 2025Q4: 6,953,069 shares 6,953,069 $374M 0.12% -80,562 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: not loaded; 2024Q4: 3,914,161 shares; 2025Q1: 3,666,884 shares; 2025Q2: 4,137,001 shares; 2025Q3: 4,681,618 shares; 2025Q4: 4,608,449 shares 4,608,449 $370M 0.12% -73,169 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: not loaded; 2024Q4: 2,051,017 shares; 2025Q1: 2,044,576 shares; 2025Q2: 2,054,144 shares; 2025Q3: 1,905,329 shares; 2025Q4: 1,803,674 shares 1,803,674 $367M 0.11% -101,655 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: not loaded; 2024Q4: 1,704,084 shares; 2025Q1: 1,576,921 shares; 2025Q2: 1,704,914 shares; 2025Q3: 1,706,574 shares; 2025Q4: 1,599,504 shares 1,599,504 $366M 0.11% -107,070 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: not loaded; 2024Q4: 2,143,837 shares; 2025Q1: 2,128,354 shares; 2025Q2: 2,249,332 shares; 2025Q3: 2,311,750 shares; 2025Q4: 2,235,961 shares 2,235,961 $360M 0.11% -75,789 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: not loaded; 2024Q4: 2,037,421 shares; 2025Q1: 2,038,021 shares; 2025Q2: 2,043,426 shares; 2025Q3: 1,968,323 shares; 2025Q4: 3,007,202 shares 3,007,202 $359M 0.11% +1,038,879 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,589,431 shares; 2025Q1: 5,848,101 shares; 2025Q2: 6,001,931 shares; 2025Q3: 5,993,345 shares; 2025Q4: 5,382,081 shares 5,382,081 $358M 0.11% -611,264 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: not loaded; 2024Q4: 5,707,171 shares; 2025Q1: 6,364,168 shares; 2025Q2: 6,377,662 shares; 2025Q3: 6,735,654 shares; 2025Q4: 7,107,531 shares 7,107,531 $358M 0.11% +371,877 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,333,851 shares; 2025Q1: 1,273,960 shares; 2025Q2: 860,282 shares; 2025Q3: 2,039,644 shares; 2025Q4: 3,866,426 shares 3,866,426 $357M 0.11% +1,826,782 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: not loaded; 2024Q4: 3,422,165 shares; 2025Q1: 3,151,727 shares; 2025Q2: 3,407,507 shares; 2025Q3: 3,449,419 shares; 2025Q4: 3,718,556 shares 3,718,556 $357M 0.11% +269,137 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: not loaded; 2024Q4: 4,745,412 shares; 2025Q1: 5,068,597 shares; 2025Q2: 4,196,289 shares; 2025Q3: 4,299,580 shares; 2025Q4: 4,256,062 shares 4,256,062 $352M 0.11% -43,518 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,276,439 shares; 2025Q1: 2,026,214 shares; 2025Q2: 1,899,768 shares; 2025Q3: 2,025,635 shares; 2025Q4: 2,159,810 shares 2,159,810 $352M 0.11% +134,175 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,016,979 shares; 2025Q1: 7,491,562 shares; 2025Q2: 6,741,180 shares; 2025Q3: 6,807,570 shares; 2025Q4: 6,915,950 shares 6,915,950 $350M 0.11% +108,380 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: not loaded; 2024Q4: 981,512 shares; 2025Q1: 978,064 shares; 2025Q2: 978,823 shares; 2025Q3: 952,809 shares; 2025Q4: 986,653 shares 986,653 $347M 0.11% +33,844 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: not loaded; 2024Q4: 2,578,094 shares; 2025Q1: 2,448,443 shares; 2025Q2: 2,247,993 shares; 2025Q3: 2,014,439 shares; 2025Q4: 1,952,638 shares 1,952,638 $347M 0.11% -61,801 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: not loaded; 2024Q4: 3,227,732 shares; 2025Q1: 3,895,162 shares; 2025Q2: 4,352,536 shares; 2025Q3: 4,531,398 shares; 2025Q4: 4,200,228 shares 4,200,228 $343M 0.11% -331,170 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,710,967 shares; 2025Q1: 4,114,508 shares; 2025Q2: 4,547,581 shares; 2025Q3: 5,364,001 shares; 2025Q4: 5,641,967 shares 5,641,967 $343M 0.11% +277,966 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: not loaded; 2024Q4: 3,216,442 shares; 2025Q1: 3,330,181 shares; 2025Q2: 3,121,520 shares; 2025Q3: 3,029,181 shares; 2025Q4: 2,999,647 shares 2,999,647 $341M 0.11% -29,534 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: not loaded; 2024Q4: 5,503,158 shares; 2025Q1: 5,740,575 shares; 2025Q2: 5,821,052 shares; 2025Q3: 5,924,177 shares; 2025Q4: 6,004,888 shares 6,004,888 $341M 0.11% +80,711 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: not loaded; 2024Q4: 1,939,469 shares; 2025Q1: 1,924,658 shares; 2025Q2: 1,962,293 shares; 2025Q3: 2,053,507 shares; 2025Q4: 2,188,102 shares 2,188,102 $339M 0.11% +134,595 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: not loaded; 2024Q4: 2,135,915 shares; 2025Q1: 2,177,337 shares; 2025Q2: 2,377,269 shares; 2025Q3: 3,157,207 shares; 2025Q4: 3,533,052 shares 3,533,052 $337M 0.1% +375,845 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: not loaded; 2024Q4: 576,599 shares; 2025Q1: 553,938 shares; 2025Q2: 526,538 shares; 2025Q3: 529,533 shares; 2025Q4: 557,992 shares 557,992 $337M 0.1% +28,459 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: not loaded; 2024Q4: 2,244,670 shares; 2025Q1: 2,036,107 shares; 2025Q2: 1,764,623 shares; 2025Q3: 1,815,811 shares; 2025Q4: 2,734,917 shares 2,734,917 $336M 0.1% +919,106 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: not loaded; 2024Q4: 1,576,798 shares; 2025Q1: 1,593,551 shares; 2025Q2: 1,716,980 shares; 2025Q3: 1,727,303 shares; 2025Q4: 1,928,118 shares 1,928,118 $335M 0.1% +200,815 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 loaded; 2024Q4: 2,395,993 shares; 2025Q1: 3,330,280 shares; 2025Q2: 3,277,519 shares; 2025Q3: 3,258,138 shares; 2025Q4: 2,889,353 shares 2,889,353 $333M 0.1% -368,785 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: not loaded; 2024Q4: 601,136 shares; 2025Q1: 491,052 shares; 2025Q2: 506,361 shares; 2025Q3: 513,436 shares; 2025Q4: 587,309 shares 587,309 $333M 0.1% +73,873 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: not loaded; 2024Q4: 2,630,246 shares; 2025Q1: 5,558,252 shares; 2025Q2: 5,960,325 shares; 2025Q3: 5,724,669 shares; 2025Q4: 5,728,946 shares 5,728,946 $330M 0.1% +4,277 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 loaded; 2024Q4: 1,435,196 shares; 2025Q1: 1,375,730 shares; 2025Q2: 1,252,955 shares; 2025Q3: 1,067,340 shares; 2025Q4: 971,628 shares 971,628 $330M 0.1% -95,712 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,502,266 shares; 2025Q1: 2,400,210 shares; 2025Q2: 3,869,397 shares; 2025Q3: 4,473,245 shares; 2025Q4: 4,369,100 shares 4,369,100 $328M 0.1% -104,145 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: not loaded; 2024Q4: 1,274,046 shares; 2025Q1: 1,279,099 shares; 2025Q2: 1,344,884 shares; 2025Q3: 1,330,660 shares; 2025Q4: 1,355,632 shares 1,355,632 $327M 0.1% +24,972 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 loaded; 2024Q4: 1,125,023 shares; 2025Q1: 1,190,501 shares; 2025Q2: 1,204,263 shares; 2025Q3: 1,319,489 shares; 2025Q4: 1,268,733 shares 1,268,733 $326M 0.1% -50,756 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: not loaded; 2024Q4: 1,136,780 shares; 2025Q1: 1,310,087 shares; 2025Q2: 1,138,739 shares; 2025Q3: 1,322,897 shares; 2025Q4: 1,178,359 shares 1,178,359 $324M 0.1% -144,538 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: not loaded; 2024Q4: 1,947,020 shares; 2025Q1: 1,766,050 shares; 2025Q2: 3,407,608 shares; 2025Q3: 4,063,112 shares; 2025Q4: 3,631,606 shares 3,631,606 $320M 0.1% -431,506 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: not loaded; 2024Q4: 736,260 shares; 2025Q1: 745,400 shares; 2025Q2: 754,328 shares; 2025Q3: 763,747 shares; 2025Q4: 748,928 shares 748,928 $319M 0.1% -14,819 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: not loaded; 2024Q4: 668,153 shares; 2025Q1: 599,199 shares; 2025Q2: 606,596 shares; 2025Q3: 618,673 shares; 2025Q4: 655,639 shares 655,639 $317M 0.1% +36,966 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: not loaded; 2024Q4: 252,867 shares; 2025Q1: 279,810 shares; 2025Q2: 276,779 shares; 2025Q3: 289,659 shares; 2025Q4: 295,435 shares 295,435 $316M 0.1% +5,776 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 loaded; 2024Q4: 642,520 shares; 2025Q1: 653,310 shares; 2025Q2: 660,075 shares; 2025Q3: 752,554 shares; 2025Q4: 742,505 shares 742,505 $316M 0.1% -10,049 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: not loaded; 2024Q4: 5,420,559 shares; 2025Q1: 4,505,113 shares; 2025Q2: 3,837,339 shares; 2025Q3: 3,215,101 shares; 2025Q4: 3,035,510 shares 3,035,510 $314M 0.1% -179,591 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,895,130 shares; 2025Q1: 1,784,206 shares; 2025Q2: 1,233,363 shares; 2025Q3: 1,083,331 shares; 2025Q4: 1,057,942 shares 1,057,942 $311M 0.1% -25,389 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 loaded; 2024Q4: 1,480,887 shares; 2025Q1: 2,882,196 shares; 2025Q2: 2,745,219 shares; 2025Q3: 2,075,696 shares; 2025Q4: 1,795,787 shares 1,795,787 $308M 0.1% -279,909 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 loaded; 2024Q4: 1,171,530 shares; 2025Q1: 1,178,431 shares; 2025Q2: 1,164,842 shares; 2025Q3: 1,168,807 shares; 2025Q4: 1,193,757 shares 1,193,757 $307M 0.1% +24,950 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: not loaded; 2024Q4: 2,347,922 shares; 2025Q1: 2,399,293 shares; 2025Q2: 2,361,504 shares; 2025Q3: 2,482,040 shares; 2025Q4: 2,064,355 shares 2,064,355 $307M 0.1% -417,685 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,614,481 shares; 2025Q1: 3,520,076 shares; 2025Q2: 3,540,325 shares; 2025Q3: 3,423,652 shares; 2025Q4: 3,413,967 shares 3,413,967 $305M 0.1% -9,685 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: not loaded; 2024Q4: 3,115,433 shares; 2025Q1: 3,474,457 shares; 2025Q2: 3,796,223 shares; 2025Q3: 3,855,512 shares; 2025Q4: 3,587,731 shares 3,587,731 $303M 0.09% -267,781 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: not loaded; 2024Q4: 3,301,383 shares; 2025Q1: 3,265,239 shares; 2025Q2: 3,402,154 shares; 2025Q3: 3,642,355 shares; 2025Q4: 3,792,674 shares 3,792,674 $302M 0.09% +150,319 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,583,500 shares; 2025Q1: 1,451,637 shares; 2025Q2: 1,432,980 shares; 2025Q3: 1,407,645 shares; 2025Q4: 1,375,655 shares 1,375,655 $299M 0.09% -31,990 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: not loaded; 2024Q4: 3,452,138 shares; 2025Q1: 3,948,223 shares; 2025Q2: 4,640,409 shares; 2025Q3: 5,197,822 shares; 2025Q4: 5,897,602 shares 5,897,602 $298M 0.09% +699,780 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 480,373 shares; 2025Q1: 503,074 shares; 2025Q2: 1,138,294 shares; 2025Q3: 1,124,198 shares; 2025Q4: 1,026,341 shares 1,026,341 $297M 0.09% -97,857 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: not loaded; 2024Q4: 371,531 shares; 2025Q1: 406,982 shares; 2025Q2: 409,060 shares; 2025Q3: 409,424 shares; 2025Q4: 1,935,884 shares 1,935,884 $297M 0.09% +1,526,460 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: not loaded; 2024Q4: 1,605,731 shares; 2025Q1: 1,501,234 shares; 2025Q2: 1,598,623 shares; 2025Q3: 1,524,432 shares; 2025Q4: 1,475,503 shares 1,475,503 $295M 0.09% -48,929 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,848,070 shares; 2025Q1: 5,218,252 shares; 2025Q2: 5,668,346 shares; 2025Q3: 7,028,681 shares; 2025Q4: 7,308,251 shares 7,308,251 $294M 0.09% +279,570 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 596,876 shares; 2025Q1: 649,815 shares; 2025Q2: 621,804 shares; 2025Q3: 573,131 shares; 2025Q4: 517,396 shares 517,396 $288M 0.09% -55,735 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: not loaded; 2024Q4: 1,558,305 shares; 2025Q1: 1,450,363 shares; 2025Q2: 1,745,268 shares; 2025Q3: 3,176,383 shares; 2025Q4: 6,742,430 shares 6,742,430 $288M 0.09% +3,566,047 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: not loaded; 2024Q4: 2,767,791 shares; 2025Q1: 3,096,853 shares; 2025Q2: 3,281,266 shares; 2025Q3: 3,458,458 shares; 2025Q4: 3,641,192 shares 3,641,192 $287M 0.09% +182,734 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: not loaded; 2024Q4: 693,755 shares; 2025Q1: 694,452 shares; 2025Q2: 583,901 shares; 2025Q3: 595,832 shares; 2025Q4: 611,262 shares 611,262 $287M 0.09% +15,430 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: not loaded; 2024Q4: 10,354,104 shares; 2025Q1: 10,887,277 shares; 2025Q2: 10,786,197 shares; 2025Q3: 11,496,254 shares; 2025Q4: 11,486,713 shares 11,486,713 $286M 0.09% -9,541 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,378,020 shares; 2025Q1: 4,636,975 shares; 2025Q2: 4,624,445 shares; 2025Q3: 5,047,490 shares; 2025Q4: 6,181,894 shares 6,181,894 $285M 0.09% +1,134,404 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,409,990 shares; 2025Q1: 5,517,380 shares; 2025Q2: 5,688,769 shares; 2025Q3: 5,627,644 shares; 2025Q4: 6,035,361 shares 6,035,361 $284M 0.09% +407,717 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: not loaded; 2024Q4: 1,834,226 shares; 2025Q1: 1,802,507 shares; 2025Q2: 1,806,576 shares; 2025Q3: 1,844,744 shares; 2025Q4: 1,842,038 shares 1,842,038 $284M 0.09% -2,706 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,264,462 shares; 2025Q1: 4,299,977 shares; 2025Q2: 4,617,029 shares; 2025Q3: 6,633,703 shares; 2025Q4: 5,926,838 shares 5,926,838 $283M 0.09% -706,865 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: not loaded; 2024Q4: 2,689,606 shares; 2025Q1: 2,681,003 shares; 2025Q2: 2,709,795 shares; 2025Q3: 2,790,711 shares; 2025Q4: 2,921,334 shares 2,921,334 $281M 0.09% +130,623 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: not loaded; 2024Q4: 748,559 shares; 2025Q1: 745,336 shares; 2025Q2: 791,103 shares; 2025Q3: 809,829 shares; 2025Q4: 826,253 shares 826,253 $278M 0.09% +16,424 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,996,305 shares; 2025Q1: 5,669,067 shares; 2025Q2: 4,517,001 shares; 2025Q3: 4,462,644 shares; 2025Q4: 4,136,981 shares 4,136,981 $277M 0.09% -325,663 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,897,179 shares; 2025Q1: 1,902,603 shares; 2025Q2: 1,870,931 shares; 2025Q3: 1,816,633 shares; 2025Q4: 1,699,347 shares 1,699,347 $276M 0.09% -117,286 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: not loaded; 2024Q4: 2,404,161 shares; 2025Q1: 2,285,216 shares; 2025Q2: 2,625,639 shares; 2025Q3: 2,339,945 shares; 2025Q4: 2,074,228 shares 2,074,228 $276M 0.09% -265,717 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: not loaded; 2024Q4: 2,584,829 shares; 2025Q1: 3,057,709 shares; 2025Q2: 3,191,584 shares; 2025Q3: 3,101,118 shares; 2025Q4: 3,445,189 shares 3,445,189 $273M 0.09% +344,071 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,089,643 shares; 2025Q1: 1,101,071 shares; 2025Q2: 1,095,198 shares; 2025Q3: 1,094,958 shares; 2025Q4: 1,068,534 shares 1,068,534 $271M 0.08% -26,424 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: not loaded; 2024Q4: 3,830,060 shares; 2025Q1: 2,923,072 shares; 2025Q2: 2,850,056 shares; 2025Q3: 2,904,697 shares; 2025Q4: 3,095,082 shares 3,095,082 $270M 0.08% +190,385 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: not loaded; 2024Q4: 225,703 shares; 2025Q1: 232,060 shares; 2025Q2: 219,339 shares; 2025Q3: 236,517 shares; 2025Q4: 221,364 shares 221,364 $269M 0.08% -15,153 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: not loaded; 2024Q4: 1,929,196 shares; 2025Q1: 1,371,374 shares; 2025Q2: 1,373,649 shares; 2025Q3: 1,395,551 shares; 2025Q4: 1,375,811 shares 1,375,811 $268M 0.08% -19,740 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: not loaded; 2024Q4: 2,138,579 shares; 2025Q1: 2,928,316 shares; 2025Q2: 2,410,610 shares; 2025Q3: 2,620,250 shares; 2025Q4: 2,671,944 shares 2,671,944 $268M 0.08% +51,694 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: not loaded; 2024Q4: 645,421 shares; 2025Q1: 726,873 shares; 2025Q2: 902,560 shares; 2025Q3: 1,131,079 shares; 2025Q4: 1,103,311 shares 1,103,311 $267M 0.08% -27,768 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,201,567 shares; 2025Q1: 1,167,561 shares; 2025Q2: 1,141,049 shares; 2025Q3: 1,230,861 shares; 2025Q4: 1,181,093 shares 1,181,093 $266M 0.08% -49,768 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: not loaded; 2024Q4: 3,121,967 shares; 2025Q1: 3,102,647 shares; 2025Q2: 2,756,239 shares; 2025Q3: 2,526,633 shares; 2025Q4: 2,679,913 shares 2,679,913 $266M 0.08% +153,280 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,820,960 shares; 2025Q1: 1,787,983 shares; 2025Q2: 1,952,276 shares; 2025Q3: 1,921,500 shares; 2025Q4: 1,763,295 shares 1,763,295 $265M 0.08% -158,205 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: not loaded; 2024Q4: 1,065,586 shares; 2025Q1: 887,046 shares; 2025Q2: 1,046,736 shares; 2025Q3: 1,037,581 shares; 2025Q4: 943,158 shares 943,158 $265M 0.08% -94,423 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: not loaded; 2024Q4: 3,355,536 shares; 2025Q1: 3,124,815 shares; 2025Q2: 2,924,966 shares; 2025Q3: 2,829,515 shares; 2025Q4: 5,884,072 shares 5,884,072 $263M 0.08% +3,054,557 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 906,501 shares; 2025Q1: 860,014 shares; 2025Q2: 870,620 shares; 2025Q3: 824,267 shares; 2025Q4: 729,567 shares 729,567 $262M 0.08% -94,700 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: not loaded; 2024Q4: 907,812 shares; 2025Q1: 896,364 shares; 2025Q2: 927,314 shares; 2025Q3: 1,648,174 shares; 2025Q4: 1,845,605 shares 1,845,605 $254M 0.08% +197,431 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,698,083 shares; 2025Q1: 6,281,812 shares; 2025Q2: 5,964,805 shares; 2025Q3: 5,770,542 shares; 2025Q4: 5,468,480 shares 5,468,480 $252M 0.08% -302,062 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: not loaded; 2024Q4: 4,565,487 shares; 2025Q1: 4,422,589 shares; 2025Q2: 4,545,400 shares; 2025Q3: 4,946,081 shares; 2025Q4: 5,055,784 shares 5,055,784 $249M 0.08% +109,703 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,305,962 shares; 2025Q1: 3,285,963 shares; 2025Q2: 3,429,324 shares; 2025Q3: 3,275,374 shares; 2025Q4: 2,890,298 shares 2,890,298 $247M 0.08% -385,076 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,270,791 shares; 2025Q1: 1,242,950 shares; 2025Q2: 1,315,986 shares; 2025Q3: 1,315,663 shares; 2025Q4: 1,452,646 shares 1,452,646 $244M 0.08% +136,983 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: not loaded; 2024Q4: 2,564,401 shares; 2025Q1: 2,492,960 shares; 2025Q2: 2,675,619 shares; 2025Q3: 2,538,784 shares; 2025Q4: 2,412,969 shares 2,412,969 $241M 0.08% -125,815 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,721,754 shares; 2025Q1: 10,697,688 shares; 2025Q2: 9,622,196 shares; 2025Q3: 9,976,733 shares; 2025Q4: 9,998,859 shares 9,998,859 $240M 0.07% +22,126 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: not loaded; 2024Q4: 276,306 shares; 2025Q1: 275,059 shares; 2025Q2: 263,512 shares; 2025Q3: 262,171 shares; 2025Q4: 272,345 shares 272,345 $239M 0.07% +10,174 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,209,169 shares; 2025Q1: 5,439,030 shares; 2025Q2: 4,891,513 shares; 2025Q3: 4,842,373 shares; 2025Q4: 4,768,898 shares 4,768,898 $239M 0.07% -73,475 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: not loaded; 2024Q4: 224,817 shares; 2025Q1: 250,821 shares; 2025Q2: 289,278 shares; 2025Q3: 269,358 shares; 2025Q4: 290,950 shares 290,950 $239M 0.07% +21,592 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: not loaded; 2024Q4: 2,348,079 shares; 2025Q1: 2,510,865 shares; 2025Q2: 2,473,380 shares; 2025Q3: 2,587,841 shares; 2025Q4: 2,550,468 shares 2,550,468 $239M 0.07% -37,373 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,831 shares; 2025Q1: 357,080 shares; 2025Q2: 383,392 shares; 2025Q3: 469,133 shares; 2025Q4: 608,032 shares 608,032 $238M 0.07% +138,899 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,616,603 shares 3,616,603 $237M 0.07% new 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: not loaded; 2024Q4: 609,068 shares; 2025Q1: 599,145 shares; 2025Q2: 579,524 shares; 2025Q3: 624,187 shares; 2025Q4: 631,389 shares 631,389 $236M 0.07% +7,202 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,162,246 shares; 2025Q1: 4,365,027 shares; 2025Q2: 4,112,553 shares; 2025Q3: 4,348,595 shares; 2025Q4: 4,752,468 shares 4,752,468 $236M 0.07% +403,873 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,950,312 shares; 2025Q1: 2,830,267 shares; 2025Q2: 2,802,925 shares; 2025Q3: 2,583,898 shares; 2025Q4: 2,226,862 shares 2,226,862 $233M 0.07% -357,036 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: not loaded; 2024Q4: 704,212 shares; 2025Q1: 698,715 shares; 2025Q2: 710,811 shares; 2025Q3: 725,751 shares; 2025Q4: 737,887 shares 737,887 $232M 0.07% +12,136 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 512,152 shares; 2025Q1: 421,728 shares; 2025Q2: 401,216 shares; 2025Q3: 401,854 shares; 2025Q4: 404,990 shares 404,990 $231M 0.07% +3,136 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,162,621 shares; 2025Q1: 3,814,503 shares; 2025Q2: 4,226,227 shares; 2025Q3: 4,511,414 shares; 2025Q4: 5,197,530 shares 5,197,530 $230M 0.07% +686,116 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 631,982 shares; 2025Q1: 642,513 shares; 2025Q2: 582,918 shares; 2025Q3: 2,879,177 shares; 2025Q4: 1,773,473 shares 1,773,473 $229M 0.07% -1,105,704 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,299,884 shares; 2025Q1: 4,333,025 shares; 2025Q2: 4,577,610 shares; 2025Q3: 5,002,371 shares; 2025Q4: 4,231,389 shares 4,231,389 $229M 0.07% -770,982 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,098,168 shares; 2025Q1: 3,818,537 shares; 2025Q2: 3,913,522 shares; 2025Q3: 3,930,950 shares; 2025Q4: 3,937,400 shares 3,937,400 $229M 0.07% +6,450 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,790,503 shares; 2025Q1: 1,633,600 shares; 2025Q2: 1,646,699 shares; 2025Q3: 1,816,953 shares; 2025Q4: 2,325,393 shares 2,325,393 $229M 0.07% +508,440 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: not loaded; 2024Q4: 2,411,317 shares; 2025Q1: 2,056,905 shares; 2025Q2: 1,462,933 shares; 2025Q3: 1,692,983 shares; 2025Q4: 1,789,727 shares 1,789,727 $229M 0.07% +96,744 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: not loaded; 2024Q4: 458,869 shares; 2025Q1: 424,665 shares; 2025Q2: 433,334 shares; 2025Q3: 435,514 shares; 2025Q4: 470,558 shares 470,558 $226M 0.07% +35,044 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,104,816 shares; 2025Q1: 3,844,548 shares; 2025Q2: 3,771,842 shares; 2025Q3: 3,911,288 shares; 2025Q4: 4,767,284 shares 4,767,284 $226M 0.07% +855,996 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: not loaded; 2024Q4: 982,869 shares; 2025Q1: 967,699 shares; 2025Q2: 923,880 shares; 2025Q3: 951,299 shares; 2025Q4: 1,054,552 shares 1,054,552 $223M 0.07% +103,253 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299,300 shares; 2025Q1: 283,196 shares; 2025Q2: 577,231 shares; 2025Q3: 568,070 shares; 2025Q4: 521,380 shares 521,380 $223M 0.07% -46,690 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: not loaded; 2024Q4: 1,722,209 shares; 2025Q1: 1,460,057 shares; 2025Q2: 1,492,781 shares; 2025Q3: 1,544,395 shares; 2025Q4: 1,375,222 shares 1,375,222 $223M 0.07% -169,173 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: not loaded; 2024Q4: 572,424 shares; 2025Q1: 587,009 shares; 2025Q2: 610,062 shares; 2025Q3: 690,817 shares; 2025Q4: 711,292 shares 711,292 $222M 0.07% +20,475 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,368,673 shares 3,368,673 $220M 0.07% new 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: not loaded; 2024Q4: 2,673,222 shares; 2025Q1: 2,668,330 shares; 2025Q2: 2,716,749 shares; 2025Q3: 2,774,990 shares; 2025Q4: 2,919,774 shares 2,919,774 $220M 0.07% +144,784 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: not loaded; 2024Q4: 478,685 shares; 2025Q1: 429,999 shares; 2025Q2: 426,158 shares; 2025Q3: 354,365 shares; 2025Q4: 327,806 shares 327,806 $217M 0.07% -26,559 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: not loaded; 2024Q4: 3,862,278 shares; 2025Q1: 3,748,543 shares; 2025Q2: 3,936,431 shares; 2025Q3: 3,787,354 shares; 2025Q4: 4,066,505 shares 4,066,505 $217M 0.07% +279,151 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,008,492 shares; 2025Q1: 1,962,290 shares; 2025Q2: 1,827,960 shares; 2025Q3: 1,810,786 shares; 2025Q4: 2,056,074 shares 2,056,074 $217M 0.07% +245,288 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: not loaded; 2024Q4: 1,145,827 shares; 2025Q1: 1,392,475 shares; 2025Q2: 1,402,898 shares; 2025Q3: 1,309,060 shares; 2025Q4: 1,197,812 shares 1,197,812 $217M 0.07% -111,248 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: not loaded; 2024Q4: 233,509 shares; 2025Q1: 257,988 shares; 2025Q2: 268,561 shares; 2025Q3: 274,071 shares; 2025Q4: 267,091 shares 267,091 $216M 0.07% -6,980 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: not loaded; 2024Q4: 4,554,766 shares; 2025Q1: 5,527,119 shares; 2025Q2: 3,242,879 shares; 2025Q3: 3,245,794 shares; 2025Q4: 3,977,869 shares 3,977,869 $215M 0.07% +732,075 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,114,886 shares; 2025Q1: 1,488,837 shares; 2025Q2: 1,534,344 shares; 2025Q3: 1,918,707 shares; 2025Q4: 2,306,569 shares 2,306,569 $214M 0.07% +387,862 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: not loaded; 2024Q4: 6,368,215 shares; 2025Q1: 6,494,317 shares; 2025Q2: 6,463,835 shares; 2025Q3: 6,651,439 shares; 2025Q4: 6,632,826 shares 6,632,826 $213M 0.07% -18,613 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,070,347 shares; 2025Q1: 4,056,934 shares; 2025Q2: 4,104,642 shares; 2025Q3: 4,273,448 shares; 2025Q4: 4,526,288 shares 4,526,288 $211M 0.07% +252,840 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,321,833 shares; 2025Q1: 3,160,905 shares; 2025Q2: 3,265,060 shares; 2025Q3: 3,063,368 shares; 2025Q4: 2,452,920 shares 2,452,920 $210M 0.07% -610,448 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,514,985 shares; 2025Q1: 4,486,289 shares; 2025Q2: 5,351,355 shares; 2025Q3: 5,878,165 shares; 2025Q4: 5,415,994 shares 5,415,994 $207M 0.06% -462,171 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 loaded; 2024Q4: 151,274 shares; 2025Q1: 326,302 shares; 2025Q2: 827,966 shares; 2025Q3: 1,341,003 shares; 2025Q4: 1,726,149 shares 1,726,149 $206M 0.06% +385,146 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: not loaded; 2024Q4: 2,798,291 shares; 2025Q1: 2,881,751 shares; 2025Q2: 2,384,897 shares; 2025Q3: 2,539,615 shares; 2025Q4: 2,353,066 shares 2,353,066 $205M 0.06% -186,549 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 443,709 shares; 2025Q1: 1,097,235 shares; 2025Q2: 1,182,972 shares; 2025Q3: 1,095,528 shares; 2025Q4: 1,030,550 shares 1,030,550 $205M 0.06% -64,978 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380,202 shares; 2025Q1: 352,201 shares; 2025Q2: 348,223 shares; 2025Q3: 352,294 shares; 2025Q4: 325,788 shares 325,788 $204M 0.06% -26,506 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 596,212 shares; 2025Q1: 494,158 shares; 2025Q2: 534,989 shares; 2025Q3: 503,111 shares; 2025Q4: 567,016 shares 567,016 $204M 0.06% +63,905 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,066,856 shares; 2025Q1: 3,410,262 shares; 2025Q2: 3,595,511 shares; 2025Q3: 3,810,418 shares; 2025Q4: 4,066,736 shares 4,066,736 $203M 0.06% +256,318 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: not loaded; 2024Q4: 2,713,318 shares; 2025Q1: 3,034,770 shares; 2025Q2: 3,066,679 shares; 2025Q3: 3,350,893 shares; 2025Q4: 3,820,763 shares 3,820,763 $202M 0.06% +469,870 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: not loaded; 2024Q4: 2,325,885 shares; 2025Q1: 2,653,756 shares; 2025Q2: 3,180,410 shares; 2025Q3: 3,263,978 shares; 2025Q4: 3,422,435 shares 3,422,435 $201M 0.06% +158,457 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,583,285 shares; 2025Q1: 2,748,138 shares; 2025Q2: 3,167,950 shares; 2025Q3: 4,049,122 shares; 2025Q4: 4,920,987 shares 4,920,987 $201M 0.06% +871,865 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: not loaded; 2024Q4: 918,714 shares; 2025Q1: 923,979 shares; 2025Q2: 933,349 shares; 2025Q3: 952,126 shares; 2025Q4: 943,238 shares 943,238 $200M 0.06% -8,888 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 410,137 shares; 2025Q1: 386,388 shares; 2025Q2: 421,649 shares; 2025Q3: 467,888 shares; 2025Q4: 423,696 shares 423,696 $199M 0.06% -44,192 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,071,387 shares; 2025Q1: 2,497,102 shares; 2025Q2: 3,426,701 shares; 2025Q3: 4,236,356 shares; 2025Q4: 5,027,450 shares 5,027,450 $198M 0.06% +791,094 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 365,615 shares; 2025Q1: 360,262 shares; 2025Q2: 379,834 shares; 2025Q3: 349,624 shares; 2025Q4: 345,310 shares 345,310 $197M 0.06% -4,314 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,176 shares; 2025Q1: 57,485 shares; 2025Q2: 57,367 shares; 2025Q3: 56,842 shares; 2025Q4: 57,750 shares 57,750 $196M 0.06% +908 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: not loaded; 2024Q4: 1,481,523 shares; 2025Q1: 1,520,782 shares; 2025Q2: 1,505,913 shares; 2025Q3: 1,534,830 shares; 2025Q4: 1,508,617 shares 1,508,617 $195M 0.06% -26,213 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237,950 shares; 2025Q1: 245,661 shares; 2025Q2: 286,448 shares; 2025Q3: 267,212 shares; 2025Q4: 211,484 shares 211,484 $194M 0.06% -55,728 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: not loaded; 2024Q4: 2,242,645 shares; 2025Q1: 1,987,415 shares; 2025Q2: 1,947,823 shares; 2025Q3: 1,858,118 shares; 2025Q4: 1,860,714 shares 1,860,714 $194M 0.06% +2,596 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: not loaded; 2024Q4: 175,619 shares; 2025Q1: 170,409 shares; 2025Q2: 2,346,977 shares; 2025Q3: 2,322,693 shares; 2025Q4: 2,112,431 shares 2,112,431 $193M 0.06% -210,262 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: not loaded; 2024Q4: 679,047 shares; 2025Q1: 643,202 shares; 2025Q2: 629,660 shares; 2025Q3: 607,026 shares; 2025Q4: 593,460 shares 593,460 $192M 0.06% -13,566 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: not loaded; 2024Q4: 1,109,733 shares; 2025Q1: 1,743,638 shares; 2025Q2: 2,228,405 shares; 2025Q3: 2,291,549 shares; 2025Q4: 1,789,329 shares 1,789,329 $192M 0.06% -502,220 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,176,323 shares; 2025Q1: 2,446,972 shares; 2025Q2: 2,472,356 shares; 2025Q3: 2,786,172 shares; 2025Q4: 2,958,425 shares 2,958,425 $191M 0.06% +172,253 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,344,359 shares; 2025Q1: 3,444,233 shares; 2025Q2: 3,699,495 shares; 2025Q3: 4,697,285 shares; 2025Q4: 5,553,717 shares 5,553,717 $190M 0.06% +856,432 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,401,225 shares; 2025Q1: 1,313,373 shares; 2025Q2: 1,289,591 shares; 2025Q3: 1,092,768 shares; 2025Q4: 1,072,940 shares 1,072,940 $190M 0.06% -19,828 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 471,906 shares; 2025Q1: 510,542 shares; 2025Q2: 499,777 shares; 2025Q3: 535,685 shares; 2025Q4: 418,131 shares 418,131 $190M 0.06% -117,554 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: not loaded; 2024Q4: 2,792,405 shares; 2025Q1: 3,241,547 shares; 2025Q2: 3,485,479 shares; 2025Q3: 3,594,440 shares; 2025Q4: 3,782,939 shares 3,782,939 $189M 0.06% +188,499 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: not loaded; 2024Q4: 975,841 shares; 2025Q1: 933,112 shares; 2025Q2: 928,508 shares; 2025Q3: 1,042,536 shares; 2025Q4: 1,016,785 shares 1,016,785 $189M 0.06% -25,751 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: not loaded; 2024Q4: 1,038,921 shares; 2025Q1: 660,519 shares; 2025Q2: 678,082 shares; 2025Q3: 693,567 shares; 2025Q4: 1,326,577 shares 1,326,577 $187M 0.06% +633,010 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,017,562 shares; 2025Q1: 2,269,476 shares; 2025Q2: 2,768,787 shares; 2025Q3: 2,793,350 shares; 2025Q4: 2,853,524 shares 2,853,524 $187M 0.06% +60,174 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: not loaded; 2024Q4: 804,342 shares; 2025Q1: 775,427 shares; 2025Q2: 771,056 shares; 2025Q3: 783,777 shares; 2025Q4: 756,995 shares 756,995 $186M 0.06% -26,782 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 804,209 shares; 2025Q1: 895,475 shares; 2025Q2: 1,173,472 shares; 2025Q3: 1,175,964 shares; 2025Q4: 1,111,320 shares 1,111,320 $186M 0.06% -64,644 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,638,481 shares; 2025Q1: 2,223,049 shares; 2025Q2: 2,404,847 shares; 2025Q3: 2,878,144 shares; 2025Q4: 3,049,542 shares 3,049,542 $183M 0.06% +171,398 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 loaded; 2024Q4: 2,888,608 shares; 2025Q1: 2,181,955 shares; 2025Q2: 2,080,872 shares; 2025Q3: 2,028,212 shares; 2025Q4: 2,137,309 shares 2,137,309 $182M 0.06% +109,097 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,431,550 shares; 2025Q1: 1,383,192 shares; 2025Q2: 1,295,655 shares; 2025Q3: 1,456,028 shares; 2025Q4: 1,523,850 shares 1,523,850 $182M 0.06% +67,822 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: not loaded; 2024Q4: 3,533,067 shares; 2025Q1: 3,326,119 shares; 2025Q2: 3,375,863 shares; 2025Q3: 3,497,417 shares; 2025Q4: 4,556,413 shares 4,556,413 $180M 0.06% +1,058,996 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 988,905 shares; 2025Q1: 941,397 shares; 2025Q2: 623,769 shares; 2025Q3: 1,051,312 shares; 2025Q4: 1,106,111 shares 1,106,111 $178M 0.06% +54,799 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,801,098 shares; 2025Q1: 1,849,336 shares; 2025Q2: 1,840,129 shares; 2025Q3: 1,837,151 shares; 2025Q4: 1,836,580 shares 1,836,580 $178M 0.06% -571 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,246,713 shares; 2025Q1: 9,175,486 shares; 2025Q2: 9,259,323 shares; 2025Q3: 9,486,239 shares; 2025Q4: 10,190,939 shares 10,190,939 $177M 0.06% +704,700 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: not loaded; 2024Q4: 592,105 shares; 2025Q1: 546,525 shares; 2025Q2: 572,462 shares; 2025Q3: 577,288 shares; 2025Q4: 569,211 shares 569,211 $177M 0.05% -8,077 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,413,157 shares; 2025Q1: 1,415,920 shares; 2025Q2: 1,505,339 shares; 2025Q3: 1,510,967 shares; 2025Q4: 1,720,462 shares 1,720,462 $176M 0.05% +209,495 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,053,632 shares; 2025Q1: 1,097,030 shares; 2025Q2: 1,110,524 shares; 2025Q3: 1,129,872 shares; 2025Q4: 1,003,973 shares 1,003,973 $176M 0.05% -125,899 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: not loaded; 2024Q4: 1,282,027 shares; 2025Q1: 1,282,901 shares; 2025Q2: 1,210,138 shares; 2025Q3: 876,183 shares; 2025Q4: 813,123 shares 813,123 $175M 0.05% -63,060 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,396,996 shares; 2025Q1: 1,601,097 shares; 2025Q2: 1,923,304 shares; 2025Q3: 2,148,355 shares; 2025Q4: 2,243,568 shares 2,243,568 $175M 0.05% +95,213 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,699,492 shares; 2025Q1: 1,963,628 shares; 2025Q2: 2,043,480 shares; 2025Q3: 2,253,927 shares; 2025Q4: 2,441,650 shares 2,441,650 $174M 0.05% +187,723 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,890 shares; 2025Q1: 193,256 shares; 2025Q2: 210,773 shares; 2025Q3: 272,591 shares; 2025Q4: 256,352 shares 256,352 $174M 0.05% -16,239 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: not loaded; 2024Q4: 1,797,839 shares; 2025Q1: 1,430,561 shares; 2025Q2: 1,740,774 shares; 2025Q3: 1,972,537 shares; 2025Q4: 2,434,640 shares 2,434,640 $174M 0.05% +462,103 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,567,404 shares; 2025Q1: 8,879,611 shares; 2025Q2: 8,740,949 shares; 2025Q3: 8,885,934 shares; 2025Q4: 9,527,406 shares 9,527,406 $174M 0.05% +641,472 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: not loaded; 2024Q4: 1,652,318 shares; 2025Q1: 1,032,811 shares; 2025Q2: 305,566 shares; 2025Q3: 312,804 shares; 2025Q4: 257,111 shares 257,111 $173M 0.05% -55,693 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 348,819 shares; 2025Q1: 311,028 shares; 2025Q2: 279,727 shares; 2025Q3: 245,455 shares; 2025Q4: 225,485 shares 225,485 $173M 0.05% -19,970 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: not loaded; 2024Q4: 1,121,529 shares; 2025Q1: 1,244,536 shares; 2025Q2: 2,434,663 shares; 2025Q3: 2,700,619 shares; 2025Q4: 2,762,472 shares 2,762,472 $173M 0.05% +61,853 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: not loaded; 2024Q4: 718,597 shares; 2025Q1: 722,928 shares; 2025Q2: 774,904 shares; 2025Q3: 806,763 shares; 2025Q4: 920,371 shares 920,371 $171M 0.05% +113,608 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,388,709 shares; 2025Q1: 1,312,796 shares; 2025Q2: 1,368,792 shares; 2025Q3: 1,329,324 shares; 2025Q4: 1,237,391 shares 1,237,391 $169M 0.05% -91,933 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 989,589 shares; 2025Q1: 4,087,785 shares; 2025Q2: 4,233,058 shares; 2025Q3: 4,528,096 shares; 2025Q4: 5,002,120 shares 5,002,120 $169M 0.05% +474,024 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: not loaded; 2024Q4: 831,863 shares; 2025Q1: 580,306 shares; 2025Q2: 597,898 shares; 2025Q3: 550,912 shares; 2025Q4: 583,362 shares 583,362 $169M 0.05% +32,450 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,080,585 shares; 2025Q1: 1,110,913 shares; 2025Q2: 985,013 shares; 2025Q3: 1,007,335 shares; 2025Q4: 1,034,196 shares 1,034,196 $168M 0.05% +26,861 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: not loaded; 2024Q4: 548,320 shares; 2025Q1: 565,986 shares; 2025Q2: 525,740 shares; 2025Q3: 493,795 shares; 2025Q4: 480,575 shares 480,575 $168M 0.05% -13,220 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 571,290 shares; 2025Q1: 574,258 shares; 2025Q2: 1,043,899 shares; 2025Q3: 996,344 shares; 2025Q4: 1,288,652 shares 1,288,652 $168M 0.05% +292,308 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,321,404 shares; 2025Q1: 2,802,661 shares; 2025Q2: 2,811,164 shares; 2025Q3: 2,900,946 shares; 2025Q4: 3,115,949 shares 3,115,949 $168M 0.05% +215,003 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: not loaded; 2024Q4: 314,427 shares; 2025Q1: 359,011 shares; 2025Q2: 420,863 shares; 2025Q3: 427,297 shares; 2025Q4: 475,160 shares 475,160 $168M 0.05% +47,863 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 416,081 shares; 2025Q1: 351,200 shares; 2025Q2: 259,741 shares; 2025Q3: 257,430 shares; 2025Q4: 994,311 shares 994,311 $168M 0.05% +736,881 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,531,380 shares; 2025Q1: 1,490,134 shares; 2025Q2: 2,757,559 shares; 2025Q3: 2,852,780 shares; 2025Q4: 2,957,745 shares 2,957,745 $167M 0.05% +104,965 Timeline JPEF 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 loaded; 2024Q4: 888,922 shares; 2025Q1: 1,783,361 shares; 2025Q2: 1,958,565 shares; 2025Q3: 2,177,270 shares; 2025Q4: 2,219,880 shares 2,219,880 $166M 0.05% +42,610 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: not loaded; 2024Q4: 1,190,665 shares; 2025Q1: 1,215,308 shares; 2025Q2: 1,069,697 shares; 2025Q3: 1,059,442 shares; 2025Q4: 1,170,490 shares 1,170,490 $165M 0.05% +111,048 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: not loaded; 2024Q4: 1,105,688 shares; 2025Q1: 1,077,650 shares; 2025Q2: 1,080,487 shares; 2025Q3: 1,162,719 shares; 2025Q4: 1,236,644 shares 1,236,644 $165M 0.05% +73,925 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,033,525 shares; 2025Q1: 2,152,403 shares; 2025Q2: 2,097,551 shares; 2025Q3: 1,931,282 shares; 2025Q4: 2,151,596 shares 2,151,596 $165M 0.05% +220,314 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: not loaded; 2024Q4: 3,536,318 shares; 2025Q1: 3,168,825 shares; 2025Q2: 3,323,626 shares; 2025Q3: 3,422,060 shares; 2025Q4: 3,228,918 shares 3,228,918 $164M 0.05% -193,142 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 loaded; 2024Q4: 1,579,744 shares; 2025Q1: 1,457,863 shares; 2025Q2: 1,568,841 shares; 2025Q3: 1,549,157 shares; 2025Q4: 1,484,649 shares 1,484,649 $164M 0.05% -64,508 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,723,969 shares; 2025Q1: 3,355,057 shares; 2025Q2: 3,379,116 shares; 2025Q3: 3,341,620 shares; 2025Q4: 2,452,212 shares 2,452,212 $163M 0.05% -889,408 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: not loaded; 2024Q4: 5,593,808 shares; 2025Q1: 5,734,646 shares; 2025Q2: 6,157,569 shares; 2025Q3: 6,137,996 shares; 2025Q4: 6,537,778 shares 6,537,778 $163M 0.05% +399,782 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 940,754 shares; 2025Q1: 942,375 shares; 2025Q2: 979,743 shares; 2025Q3: 1,004,534 shares; 2025Q4: 1,118,520 shares 1,118,520 $162M 0.05% +113,986 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: not loaded; 2024Q4: 699,253 shares; 2025Q1: 734,201 shares; 2025Q2: 715,964 shares; 2025Q3: 698,743 shares; 2025Q4: 774,025 shares 774,025 $162M 0.05% +75,282 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: not loaded; 2024Q4: 2,253,626 shares; 2025Q1: 2,279,275 shares; 2025Q2: 2,867,532 shares; 2025Q3: 2,900,899 shares; 2025Q4: 2,729,485 shares 2,729,485 $162M 0.05% -171,414 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: not loaded; 2024Q4: 318,399 shares; 2025Q1: 360,564 shares; 2025Q2: 354,451 shares; 2025Q3: 381,699 shares; 2025Q4: 470,824 shares 470,824 $161M 0.05% +89,125 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 loaded; 2024Q4: 1,328,051 shares; 2025Q1: 1,270,852 shares; 2025Q2: 1,050,562 shares; 2025Q3: 1,161,831 shares; 2025Q4: 1,231,026 shares 1,231,026 $161M 0.05% +69,195 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,707,166 shares; 2025Q1: 3,715,306 shares; 2025Q2: 3,369,687 shares; 2025Q3: 3,282,079 shares; 2025Q4: 3,167,111 shares 3,167,111 $161M 0.05% -114,968 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,801,036 shares; 2025Q1: 3,836,809 shares; 2025Q2: 1,833,019 shares; 2025Q3: 1,782,114 shares; 2025Q4: 1,774,915 shares 1,774,915 $160M 0.05% -7,199 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,818,430 shares; 2025Q1: 3,244,027 shares; 2025Q2: 5,879,894 shares; 2025Q3: 3,436,177 shares; 2025Q4: 3,292,546 shares 3,292,546 $160M 0.05% -143,631 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,101,145 shares; 2025Q1: 6,544,209 shares; 2025Q2: 4,914,045 shares; 2025Q3: 3,425,794 shares; 2025Q4: 3,473,399 shares 3,473,399 $159M 0.05% +47,605 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: not loaded; 2024Q4: 5,227,543 shares; 2025Q1: 5,117,169 shares; 2025Q2: 5,488,949 shares; 2025Q3: 5,249,779 shares; 2025Q4: 4,273,217 shares 4,273,217 $158M 0.05% -976,562 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,238,935 shares; 2025Q1: 1,257,622 shares; 2025Q2: 2,519,061 shares; 2025Q3: 2,419,099 shares; 2025Q4: 2,140,489 shares 2,140,489 $158M 0.05% -278,610 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,686,974 shares; 2025Q1: 1,659,634 shares; 2025Q2: 1,863,704 shares; 2025Q3: 1,789,542 shares; 2025Q4: 1,902,665 shares 1,902,665 $157M 0.05% +113,123 Timeline EEMA 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: not loaded; 2024Q4: 3,708 shares; 2025Q1: 3,638 shares; 2025Q2: 1,786,089 shares; 2025Q3: 1,749,955 shares; 2025Q4: 1,669,095 shares 1,669,095 $157M 0.05% -80,860 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,067,997 shares; 2025Q1: 3,826,351 shares; 2025Q2: 4,725,856 shares; 2025Q3: 4,487,720 shares; 2025Q4: 4,092,707 shares 4,092,707 $157M 0.05% -395,013 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 loaded; 2024Q4: 1,183,846 shares; 2025Q1: 1,222,381 shares; 2025Q2: 1,279,549 shares; 2025Q3: 1,336,022 shares; 2025Q4: 1,349,650 shares 1,349,650 $157M 0.05% +13,628 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,949,571 shares; 2025Q1: 2,973,132 shares; 2025Q2: 3,066,906 shares; 2025Q3: 3,495,989 shares; 2025Q4: 3,416,401 shares 3,416,401 $156M 0.05% -79,588 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: not loaded; 2024Q4: 466,559 shares; 2025Q1: 463,245 shares; 2025Q2: 443,257 shares; 2025Q3: 451,017 shares; 2025Q4: 515,020 shares 515,020 $156M 0.05% +64,003 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: not loaded; 2024Q4: 307,541 shares; 2025Q1: 371,700 shares; 2025Q2: 391,079 shares; 2025Q3: 446,471 shares; 2025Q4: 555,289 shares 555,289 $155M 0.05% +108,818 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277,486 shares; 2025Q1: 268,970 shares; 2025Q2: 270,450 shares; 2025Q3: 377,294 shares; 2025Q4: 388,705 shares 388,705 $154M 0.05% +11,411 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: not loaded; 2024Q4: 470,904 shares; 2025Q1: 450,709 shares; 2025Q2: 523,826 shares; 2025Q3: 596,044 shares; 2025Q4: 717,916 shares 717,916 $154M 0.05% +121,872 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 253,811 shares; 2025Q1: 107,202 shares; 2025Q2: 103,763 shares; 2025Q3: 163,136 shares; 2025Q4: 152,630 shares 152,630 $154M 0.05% -10,506 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,364,619 shares; 2025Q1: 4,906,682 shares; 2025Q2: 4,802,932 shares; 2025Q3: 5,145,515 shares; 2025Q4: 5,190,076 shares 5,190,076 $153M 0.05% +44,561 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,123,406 shares; 2025Q1: 1,416,054 shares; 2025Q2: 1,576,192 shares; 2025Q3: 1,351,522 shares; 2025Q4: 1,389,589 shares 1,389,589 $153M 0.05% +38,067 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: not loaded; 2024Q4: 1,136,846 shares; 2025Q1: 1,129,268 shares; 2025Q2: 1,136,561 shares; 2025Q3: 1,140,337 shares; 2025Q4: 1,150,886 shares 1,150,886 $152M 0.05% +10,549 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232,633 shares; 2025Q1: 253,906 shares; 2025Q2: 334,734 shares; 2025Q3: 340,942 shares; 2025Q4: 368,045 shares 368,045 $152M 0.05% +27,103 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,543,433 shares; 2025Q1: 4,473,175 shares; 2025Q2: 5,504,408 shares; 2025Q3: 5,525,610 shares; 2025Q4: 4,323,826 shares 4,323,826 $151M 0.05% -1,201,784 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,994,877 shares; 2025Q1: 4,423,044 shares; 2025Q2: 4,368,126 shares; 2025Q3: 4,508,542 shares; 2025Q4: 4,348,020 shares 4,348,020 $151M 0.05% -160,522 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,592,129 shares; 2025Q1: 3,192,327 shares; 2025Q2: 2,586,908 shares; 2025Q3: 2,517,513 shares; 2025Q4: 2,517,807 shares 2,517,807 $151M 0.05% +294 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,180,310 shares; 2025Q1: 694,224 shares; 2025Q2: 783,616 shares; 2025Q3: 720,321 shares; 2025Q4: 666,897 shares 666,897 $149M 0.05% -53,424 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 799,042 shares; 2025Q1: 1,230,068 shares; 2025Q2: 888,453 shares; 2025Q3: 936,366 shares; 2025Q4: 765,381 shares 765,381 $149M 0.05% -170,985 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,437,845 shares; 2025Q1: 1,812,588 shares; 2025Q2: 2,652,387 shares; 2025Q3: 3,547,167 shares; 2025Q4: 4,159,257 shares 4,159,257 $148M 0.05% +612,090 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 476,989 shares; 2025Q1: 1,583,080 shares; 2025Q2: 2,749,163 shares; 2025Q3: 3,746,218 shares; 2025Q4: 5,545,900 shares 5,545,900 $148M 0.05% +1,799,682 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 514,826 shares; 2025Q1: 673,024 shares; 2025Q2: 808,782 shares; 2025Q3: 2,254,191 shares; 2025Q4: 4,044,605 shares 4,044,605 $148M 0.05% +1,790,414 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,852,839 shares; 2025Q1: 2,032,093 shares; 2025Q2: 2,060,289 shares; 2025Q3: 2,087,271 shares; 2025Q4: 3,234,373 shares 3,234,373 $148M 0.05% +1,147,102 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,369 shares; 2025Q1: 119,448 shares; 2025Q2: 411,277 shares; 2025Q3: 445,640 shares; 2025Q4: 464,985 shares 464,985 $148M 0.05% +19,345 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,313,767 shares; 2025Q1: 1,236,934 shares; 2025Q2: 1,084,493 shares; 2025Q3: 1,047,244 shares; 2025Q4: 1,315,448 shares 1,315,448 $148M 0.05% +268,204 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 loaded; 2024Q4: 575,446 shares; 2025Q1: 566,605 shares; 2025Q2: 544,333 shares; 2025Q3: 525,629 shares; 2025Q4: 507,564 shares 507,564 $147M 0.05% -18,065 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 844,007 shares; 2025Q1: 869,500 shares; 2025Q2: 1,143,642 shares; 2025Q3: 1,541,336 shares; 2025Q4: 1,374,682 shares 1,374,682 $147M 0.05% -166,654 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,202 shares; 2025Q1: 55,993 shares; 2025Q2: 59,594 shares; 2025Q3: 61,538 shares; 2025Q4: 67,721 shares 67,721 $146M 0.05% +6,183 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 397,288 shares; 2025Q1: 227,861 shares; 2025Q2: 249,165 shares; 2025Q3: 536,837 shares; 2025Q4: 626,658 shares 626,658 $145M 0.05% +89,821 Timeline IWY 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 loaded; 2024Q4: 451,298 shares; 2025Q1: 478,328 shares; 2025Q2: 473,945 shares; 2025Q3: 495,999 shares; 2025Q4: 520,232 shares 520,232 $144M 0.04% +24,233 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,495,230 shares; 2025Q1: 4,005,277 shares; 2025Q2: 3,978,724 shares; 2025Q3: 4,338,890 shares; 2025Q4: 5,202,259 shares 5,202,259 $144M 0.04% +863,369 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,080 shares; 2025Q1: 44,958 shares; 2025Q2: 171,667 shares; 2025Q3: 642,592 shares; 2025Q4: 717,732 shares 717,732 $142M 0.04% +75,140 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,211,300 shares; 2025Q1: 1,109,262 shares; 2025Q2: 1,400,005 shares; 2025Q3: 1,433,430 shares; 2025Q4: 1,534,887 shares 1,534,887 $142M 0.04% +101,457 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: not loaded; 2024Q4: 924,943 shares; 2025Q1: 913,621 shares; 2025Q2: 832,482 shares; 2025Q3: 650,849 shares; 2025Q4: 614,224 shares 614,224 $141M 0.04% -36,625 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: not loaded; 2024Q4: 32,202 shares; 2025Q1: 31,728 shares; 2025Q2: 30,714 shares; 2025Q3: 27,422 shares; 2025Q4: 26,269 shares 26,269 $141M 0.04% -1,153 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: not loaded; 2024Q4: 652,772 shares; 2025Q1: 606,727 shares; 2025Q2: 624,697 shares; 2025Q3: 654,641 shares; 2025Q4: 790,818 shares 790,818 $140M 0.04% +136,177 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 826,666 shares; 2025Q1: 792,076 shares; 2025Q2: 874,078 shares; 2025Q3: 841,949 shares; 2025Q4: 796,361 shares 796,361 $140M 0.04% -45,588 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 336,518 shares; 2025Q1: 692,917 shares; 2025Q2: 1,144,700 shares; 2025Q3: 1,403,033 shares; 2025Q4: 1,496,399 shares 1,496,399 $140M 0.04% +93,366 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 757,655 shares; 2025Q1: 778,695 shares; 2025Q2: 727,058 shares; 2025Q3: 723,542 shares; 2025Q4: 763,541 shares 763,541 $139M 0.04% +39,999 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 996,523 shares; 2025Q1: 948,800 shares; 2025Q2: 801,901 shares; 2025Q3: 901,525 shares; 2025Q4: 1,015,493 shares 1,015,493 $139M 0.04% +113,968 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: not loaded; 2024Q4: 574,552 shares; 2025Q1: 581,231 shares; 2025Q2: 581,582 shares; 2025Q3: 597,620 shares; 2025Q4: 536,685 shares 536,685 $139M 0.04% -60,935 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,271,337 shares; 2025Q1: 937,449 shares; 2025Q2: 599,624 shares; 2025Q3: 752,678 shares; 2025Q4: 710,587 shares 710,587 $139M 0.04% -42,091 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,209,477 shares; 2025Q1: 4,472,790 shares; 2025Q2: 4,606,095 shares; 2025Q3: 5,396,909 shares; 2025Q4: 6,108,791 shares 6,108,791 $138M 0.04% +711,882 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,836,155 shares; 2025Q1: 2,807,023 shares; 2025Q2: 3,145,883 shares; 2025Q3: 3,409,845 shares; 2025Q4: 3,095,682 shares 3,095,682 $137M 0.04% -314,163 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,819,665 shares; 2025Q1: 2,577,433 shares; 2025Q2: 1,856,140 shares; 2025Q3: 1,810,947 shares; 2025Q4: 1,866,314 shares 1,866,314 $137M 0.04% +55,367 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 880,594 shares; 2025Q1: 992,022 shares; 2025Q2: 1,056,019 shares; 2025Q3: 1,111,574 shares; 2025Q4: 1,136,934 shares 1,136,934 $137M 0.04% +25,360 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: not loaded; 2024Q4: 1,396,586 shares; 2025Q1: 1,409,688 shares; 2025Q2: 1,510,341 shares; 2025Q3: 1,512,757 shares; 2025Q4: 1,301,056 shares 1,301,056 $137M 0.04% -211,701 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 363,446 shares; 2025Q1: 408,937 shares; 2025Q2: 784,551 shares; 2025Q3: 759,978 shares; 2025Q4: 779,254 shares 779,254 $136M 0.04% +19,276 Timeline MBB 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 loaded; 2024Q4: 1,258,410 shares; 2025Q1: 1,421,953 shares; 2025Q2: 1,548,462 shares; 2025Q3: 1,344,490 shares; 2025Q4: 1,421,409 shares 1,421,409 $135M 0.04% +76,919 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: not loaded; 2024Q4: 803,994 shares; 2025Q1: 833,614 shares; 2025Q2: 860,089 shares; 2025Q3: 873,186 shares; 2025Q4: 844,534 shares 844,534 $135M 0.04% -28,652 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 798,868 shares; 2025Q1: 1,064,511 shares; 2025Q2: 985,467 shares; 2025Q3: 1,031,007 shares; 2025Q4: 1,067,529 shares 1,067,529 $135M 0.04% +36,522 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,588,528 shares; 2025Q1: 1,884,433 shares; 2025Q2: 1,969,864 shares; 2025Q3: 2,719,026 shares; 2025Q4: 2,530,341 shares 2,530,341 $134M 0.04% -188,685 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,759,271 shares; 2025Q1: 5,739,740 shares; 2025Q2: 5,452,817 shares; 2025Q3: 5,019,588 shares; 2025Q4: 4,849,850 shares 4,849,850 $133M 0.04% -169,738 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 loaded; 2024Q4: 1,134,550 shares; 2025Q1: 1,143,929 shares; 2025Q2: 1,115,465 shares; 2025Q3: 1,132,518 shares; 2025Q4: 1,304,026 shares 1,304,026 $133M 0.04% +171,508 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: not loaded; 2024Q4: 943,486 shares; 2025Q1: 832,172 shares; 2025Q2: 1,321,474 shares; 2025Q3: 1,349,247 shares; 2025Q4: 1,326,022 shares 1,326,022 $133M 0.04% -23,225 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 371,723 shares; 2025Q1: 375,803 shares; 2025Q2: 374,765 shares; 2025Q3: 409,568 shares; 2025Q4: 393,870 shares 393,870 $133M 0.04% -15,698 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 418,545 shares; 2025Q1: 384,343 shares; 2025Q2: 436,192 shares; 2025Q3: 1,839,088 shares; 2025Q4: 1,625,293 shares 1,625,293 $133M 0.04% -213,795 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 564,001 shares; 2025Q1: 571,848 shares; 2025Q2: 570,603 shares; 2025Q3: 563,645 shares; 2025Q4: 524,071 shares 524,071 $132M 0.04% -39,574 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,133,016 shares; 2025Q1: 1,389,661 shares; 2025Q2: 1,671,746 shares; 2025Q3: 1,656,628 shares; 2025Q4: 1,703,704 shares 1,703,704 $132M 0.04% +47,076 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,662,714 shares; 2025Q1: 2,592,735 shares; 2025Q2: 2,363,710 shares; 2025Q3: 2,256,052 shares; 2025Q4: 2,084,809 shares 2,084,809 $131M 0.04% -171,243 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: not loaded; 2024Q4: 1,393,858 shares; 2025Q1: 1,352,303 shares; 2025Q2: 1,356,741 shares; 2025Q3: 1,403,546 shares; 2025Q4: 1,478,811 shares 1,478,811 $131M 0.04% +75,265 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: not loaded; 2024Q4: 438,435 shares; 2025Q1: 396,104 shares; 2025Q2: 389,260 shares; 2025Q3: 383,410 shares; 2025Q4: 379,428 shares 379,428 $131M 0.04% -3,982 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 loaded; 2024Q4: 189 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 183 shares; 2025Q4: 173 shares 173 $131M 0.04% -10 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 683,652 shares; 2025Q1: 686,608 shares; 2025Q2: 683,313 shares; 2025Q3: 775,228 shares; 2025Q4: 814,795 shares 814,795 $130M 0.04% +39,567 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 388,181 shares; 2025Q1: 456,331 shares; 2025Q2: 671,202 shares; 2025Q3: 660,588 shares; 2025Q4: 649,239 shares 649,239 $129M 0.04% -11,349 Timeline BSCS 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 loaded; 2024Q4: 4,881,726 shares; 2025Q1: 5,962,077 shares; 2025Q2: 5,503,246 shares; 2025Q3: 5,728,492 shares; 2025Q4: 6,263,583 shares 6,263,583 $129M 0.04% +535,091 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,683,621 shares; 2025Q1: 3,286,678 shares; 2025Q2: 2,723,404 shares; 2025Q3: 2,722,669 shares; 2025Q4: 2,896,834 shares 2,896,834 $128M 0.04% +174,165 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: not loaded; 2024Q4: 1,067,382 shares; 2025Q1: 1,607,906 shares; 2025Q2: 1,297,814 shares; 2025Q3: 1,949,973 shares; 2025Q4: 1,849,009 shares 1,849,009 $128M 0.04% -100,964 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,480,076 shares; 2025Q1: 1,105,859 shares; 2025Q2: 1,129,594 shares; 2025Q3: 1,059,483 shares; 2025Q4: 1,005,257 shares 1,005,257 $128M 0.04% -54,226 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,228,466 shares; 2025Q1: 1,184,120 shares; 2025Q2: 1,386,401 shares; 2025Q3: 1,356,242 shares; 2025Q4: 1,320,879 shares 1,320,879 $128M 0.04% -35,363 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240,938 shares; 2025Q1: 265,594 shares; 2025Q2: 533,439 shares; 2025Q3: 365,526 shares; 2025Q4: 363,148 shares 363,148 $127M 0.04% -2,378 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 564,510 shares; 2025Q1: 768,502 shares; 2025Q2: 702,768 shares; 2025Q3: 619,511 shares; 2025Q4: 618,416 shares 618,416 $127M 0.04% -1,095 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 933,726 shares; 2025Q1: 976,933 shares; 2025Q2: 942,827 shares; 2025Q3: 1,066,181 shares; 2025Q4: 1,146,853 shares 1,146,853 $126M 0.04% +80,672 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 553,656 shares; 2025Q1: 482,086 shares; 2025Q2: 368,870 shares; 2025Q3: 383,513 shares; 2025Q4: 389,572 shares 389,572 $126M 0.04% +6,059 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: not loaded; 2024Q4: 1,127,511 shares; 2025Q1: 381,107 shares; 2025Q2: 494,574 shares; 2025Q3: 589,316 shares; 2025Q4: 552,882 shares 552,882 $126M 0.04% -36,434 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 388,629 shares; 2025Q1: 363,429 shares; 2025Q2: 348,715 shares; 2025Q3: 346,419 shares; 2025Q4: 298,404 shares 298,404 $125M 0.04% -48,015 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: not loaded; 2024Q4: 4,452,702 shares; 2025Q1: 4,683,338 shares; 2025Q2: 4,868,398 shares; 2025Q3: 3,690,904 shares; 2025Q4: 1,551,642 shares 1,551,642 $125M 0.04% -2,139,262 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 446,324 shares; 2025Q1: 599,110 shares; 2025Q2: 696,167 shares; 2025Q3: 717,606 shares; 2025Q4: 671,851 shares 671,851 $124M 0.04% -45,755 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,899,877 shares; 2025Q1: 1,622,583 shares; 2025Q2: 1,494,904 shares; 2025Q3: 1,516,533 shares; 2025Q4: 1,446,927 shares 1,446,927 $124M 0.04% -69,606 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 467,723 shares; 2025Q1: 446,347 shares; 2025Q2: 435,573 shares; 2025Q3: 469,975 shares; 2025Q4: 460,317 shares 460,317 $124M 0.04% -9,658 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: not loaded; 2024Q4: 746,227 shares; 2025Q1: 778,108 shares; 2025Q2: 849,339 shares; 2025Q3: 966,338 shares; 2025Q4: 1,376,242 shares 1,376,242 $124M 0.04% +409,904 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 679,495 shares; 2025Q1: 595,300 shares; 2025Q2: 2,060,404 shares; 2025Q3: 2,144,864 shares; 2025Q4: 1,919,301 shares 1,919,301 $123M 0.04% -225,563 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: not loaded; 2024Q4: 1,364,388 shares; 2025Q1: 1,319,929 shares; 2025Q2: 1,284,205 shares; 2025Q3: 1,232,276 shares; 2025Q4: 1,270,134 shares 1,270,134 $123M 0.04% +37,858 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: not loaded; 2024Q4: 1,463,946 shares; 2025Q1: 2,965,812 shares; 2025Q2: 1,559,330 shares; 2025Q3: 1,656,670 shares; 2025Q4: 1,677,736 shares 1,677,736 $123M 0.04% +21,066 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,088,603 shares; 2025Q1: 6,548,087 shares; 2025Q2: 6,702,564 shares; 2025Q3: 7,028,102 shares; 2025Q4: 7,446,529 shares 7,446,529 $123M 0.04% +418,427 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,383,157 shares; 2025Q1: 1,575,043 shares; 2025Q2: 2,834,362 shares; 2025Q3: 2,792,625 shares; 2025Q4: 2,475,739 shares 2,475,739 $121M 0.04% -316,886 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: not loaded; 2024Q4: 1,824,719 shares; 2025Q1: 1,993,735 shares; 2025Q2: 2,120,770 shares; 2025Q3: 2,283,735 shares; 2025Q4: 2,521,330 shares 2,521,330 $121M 0.04% +237,595 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,038,392 shares; 2025Q1: 1,144,228 shares; 2025Q2: 2,614,616 shares; 2025Q3: 2,773,574 shares; 2025Q4: 2,578,563 shares 2,578,563 $121M 0.04% -195,011 Timeline PTLC 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: not loaded; 2024Q4: 2,438,772 shares; 2025Q1: 2,864,864 shares; 2025Q2: 2,428,000 shares; 2025Q3: 2,386,629 shares; 2025Q4: 2,173,382 shares 2,173,382 $121M 0.04% -213,247 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,162,200 shares; 2025Q1: 2,563,333 shares; 2025Q2: 2,715,784 shares; 2025Q3: 2,547,812 shares; 2025Q4: 2,564,934 shares 2,564,934 $121M 0.04% +17,122 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,827,462 shares; 2025Q1: 2,819,487 shares; 2025Q2: 2,861,876 shares; 2025Q3: 2,820,470 shares; 2025Q4: 1,792,721 shares 1,792,721 $120M 0.04% -1,027,749 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 727,500 shares; 2025Q1: 709,382 shares; 2025Q2: 701,598 shares; 2025Q3: 698,998 shares; 2025Q4: 666,373 shares 666,373 $120M 0.04% -32,625 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,587,932 shares; 2025Q1: 2,036,577 shares; 2025Q2: 2,012,446 shares; 2025Q3: 2,239,198 shares; 2025Q4: 2,393,143 shares 2,393,143 $119M 0.04% +153,945 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 395,264 shares; 2025Q1: 378,896 shares; 2025Q2: 411,567 shares; 2025Q3: 385,853 shares; 2025Q4: 401,462 shares 401,462 $119M 0.04% +15,609 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: not loaded; 2024Q4: 381,457 shares; 2025Q1: 567,782 shares; 2025Q2: 584,650 shares; 2025Q3: 533,419 shares; 2025Q4: 577,547 shares 577,547 $119M 0.04% +44,128 Timeline HDV 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 loaded; 2024Q4: 931,562 shares; 2025Q1: 981,453 shares; 2025Q2: 918,491 shares; 2025Q3: 906,078 shares; 2025Q4: 974,262 shares 974,262 $118M 0.04% +68,184 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: not loaded; 2024Q4: 972,495 shares; 2025Q1: 966,841 shares; 2025Q2: 1,209,815 shares; 2025Q3: 1,306,212 shares; 2025Q4: 1,172,422 shares 1,172,422 $118M 0.04% -133,790 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: not loaded; 2024Q4: 680,492 shares; 2025Q1: 753,246 shares; 2025Q2: 765,574 shares; 2025Q3: 750,933 shares; 2025Q4: 736,484 shares 736,484 $118M 0.04% -14,449 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 556,318 shares; 2025Q1: 904,306 shares; 2025Q2: 1,021,750 shares; 2025Q3: 1,657,341 shares; 2025Q4: 2,077,712 shares 2,077,712 $118M 0.04% +420,371 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 187,000 shares; 2025Q1: 741,514 shares; 2025Q2: 1,283,759 shares; 2025Q3: 1,646,161 shares; 2025Q4: 1,474,138 shares 1,474,138 $117M 0.04% -172,023 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625,451 shares; 2025Q1: 567,727 shares; 2025Q2: 558,413 shares; 2025Q3: 447,466 shares; 2025Q4: 453,428 shares 453,428 $116M 0.04% +5,962 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: not loaded; 2024Q4: 2,067,374 shares; 2025Q1: 1,931,521 shares; 2025Q2: 1,900,680 shares; 2025Q3: 2,042,546 shares; 2025Q4: 1,823,661 shares 1,823,661 $116M 0.04% -218,885 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 537,384 shares; 2025Q1: 635,822 shares; 2025Q2: 667,770 shares; 2025Q3: 733,206 shares; 2025Q4: 837,045 shares 837,045 $116M 0.04% +103,839 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 399,716 shares; 2025Q1: 344,299 shares; 2025Q2: 324,651 shares; 2025Q3: 360,063 shares; 2025Q4: 517,911 shares 517,911 $116M 0.04% +157,848 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,206,966 shares; 2025Q1: 1,228,806 shares; 2025Q2: 1,216,525 shares; 2025Q3: 1,090,468 shares; 2025Q4: 920,493 shares 920,493 $116M 0.04% -169,975 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,171,513 shares; 2025Q1: 1,450,934 shares; 2025Q2: 1,591,028 shares; 2025Q3: 1,376,602 shares; 2025Q4: 1,742,174 shares 1,742,174 $116M 0.04% +365,572 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,471,972 shares; 2025Q1: 3,174,687 shares; 2025Q2: 3,619,127 shares; 2025Q3: 3,640,502 shares; 2025Q4: 3,337,039 shares 3,337,039 $116M 0.04% -303,463 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: not loaded; 2024Q4: 91,503 shares; 2025Q1: 111,509 shares; 2025Q2: 131,051 shares; 2025Q3: 138,506 shares; 2025Q4: 149,610 shares 149,610 $115M 0.04% +11,104 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: not loaded; 2024Q4: 1,329,212 shares; 2025Q1: 1,568,099 shares; 2025Q2: 1,431,480 shares; 2025Q3: 1,484,557 shares; 2025Q4: 1,553,925 shares 1,553,925 $115M 0.04% +69,368 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455,222 shares; 2025Q1: 416,044 shares; 2025Q2: 420,236 shares; 2025Q3: 513,868 shares; 2025Q4: 513,930 shares 513,930 $115M 0.04% +62 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 605,374 shares; 2025Q1: 812,544 shares; 2025Q2: 736,727 shares; 2025Q3: 748,130 shares; 2025Q4: 864,799 shares 864,799 $115M 0.04% +116,669 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: not loaded; 2024Q4: 608,609 shares; 2025Q1: 577,564 shares; 2025Q2: 633,300 shares; 2025Q3: 628,877 shares; 2025Q4: 590,891 shares 590,891 $115M 0.04% -37,986 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 695,063 shares; 2025Q1: 760,086 shares; 2025Q2: 857,984 shares; 2025Q3: 868,083 shares; 2025Q4: 836,866 shares 836,866 $115M 0.04% -31,217 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,467,525 shares; 2025Q1: 4,976,635 shares; 2025Q2: 4,937,716 shares; 2025Q3: 4,857,901 shares; 2025Q4: 4,504,533 shares 4,504,533 $115M 0.04% -353,368 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100,175 shares; 2025Q1: 98,921 shares; 2025Q2: 97,245 shares; 2025Q3: 85,029 shares; 2025Q4: 65,447 shares 65,447 $114M 0.04% -19,582 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,264,012 shares; 2025Q1: 1,372,237 shares; 2025Q2: 1,420,217 shares; 2025Q3: 1,430,918 shares; 2025Q4: 1,419,450 shares 1,419,450 $112M 0.03% -11,468 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 238,705 shares; 2025Q1: 265,694 shares; 2025Q2: 248,890 shares; 2025Q3: 416,067 shares; 2025Q4: 527,716 shares 527,716 $112M 0.03% +111,649 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: not loaded; 2024Q4: 266,027 shares; 2025Q1: 383,871 shares; 2025Q2: 404,741 shares; 2025Q3: 469,847 shares; 2025Q4: 406,041 shares 406,041 $112M 0.03% -63,806 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: not loaded; 2024Q4: 481,695 shares; 2025Q1: 447,276 shares; 2025Q2: 418,990 shares; 2025Q3: 407,918 shares; 2025Q4: 388,111 shares 388,111 $112M 0.03% -19,807 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 645,130 shares; 2025Q1: 2,032,264 shares; 2025Q2: 3,236,628 shares; 2025Q3: 3,078,342 shares; 2025Q4: 2,558,163 shares 2,558,163 $112M 0.03% -520,179 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 927,404 shares; 2025Q1: 866,109 shares; 2025Q2: 1,117,028 shares; 2025Q3: 1,493,812 shares; 2025Q4: 1,294,839 shares 1,294,839 $111M 0.03% -198,973 Timeline MGC 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: not loaded; 2024Q4: 307,373 shares; 2025Q1: 304,460 shares; 2025Q2: 401,214 shares; 2025Q3: 441,280 shares; 2025Q4: 442,288 shares 442,288 $111M 0.03% +1,008 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,470,700 shares; 2025Q1: 2,552,699 shares; 2025Q2: 2,339,916 shares; 2025Q3: 2,034,148 shares; 2025Q4: 2,060,543 shares 2,060,543 $110M 0.03% +26,395 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 671,307 shares; 2025Q1: 597,403 shares; 2025Q2: 574,354 shares; 2025Q3: 623,379 shares; 2025Q4: 650,951 shares 650,951 $110M 0.03% +27,572 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 883,792 shares; 2025Q1: 947,522 shares; 2025Q2: 911,307 shares; 2025Q3: 1,644,107 shares; 2025Q4: 1,269,280 shares 1,269,280 $110M 0.03% -374,827 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: not loaded; 2024Q4: 1,607,934 shares; 2025Q1: 1,717,921 shares; 2025Q2: 2,031,899 shares; 2025Q3: 1,866,337 shares; 2025Q4: 2,008,831 shares 2,008,831 $110M 0.03% +142,494 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 765,816 shares; 2025Q1: 809,708 shares; 2025Q2: 964,544 shares; 2025Q3: 1,030,426 shares; 2025Q4: 1,288,342 shares 1,288,342 $109M 0.03% +257,916 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 269,922 shares; 2025Q1: 301,035 shares; 2025Q2: 328,446 shares; 2025Q3: 488,797 shares; 2025Q4: 708,774 shares 708,774 $108M 0.03% +219,977 Timeline ISTB 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 loaded; 2024Q4: 1,899,925 shares; 2025Q1: 1,996,862 shares; 2025Q2: 1,995,387 shares; 2025Q3: 2,113,364 shares; 2025Q4: 2,223,386 shares 2,223,386 $108M 0.03% +110,022 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 805,860 shares; 2025Q1: 382,774 shares; 2025Q2: 473,588 shares; 2025Q3: 476,107 shares; 2025Q4: 494,012 shares 494,012 $108M 0.03% +17,905 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516,250 shares; 2025Q1: 476,724 shares; 2025Q2: 590,874 shares; 2025Q3: 562,669 shares; 2025Q4: 614,616 shares 614,616 $108M 0.03% +51,947 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 loaded; 2024Q4: 2,197,973 shares; 2025Q1: 2,149,448 shares; 2025Q2: 1,304,537 shares; 2025Q3: 1,092,088 shares; 2025Q4: 1,107,626 shares 1,107,626 $108M 0.03% +15,538 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: not loaded; 2024Q4: 317,671 shares; 2025Q1: 242,493 shares; 2025Q2: 243,407 shares; 2025Q3: 222,095 shares; 2025Q4: 209,863 shares 209,863 $108M 0.03% -12,232 Timeline QGRO 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 loaded; 2024Q4: 417,496 shares; 2025Q1: 471,952 shares; 2025Q2: 747,648 shares; 2025Q3: 921,854 shares; 2025Q4: 941,480 shares 941,480 $108M 0.03% +19,626 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,549 shares; 2025Q1: 73,465 shares; 2025Q2: 74,971 shares; 2025Q3: 82,967 shares; 2025Q4: 81,049 shares 81,049 $108M 0.03% -1,918 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 921,910 shares; 2025Q1: 900,861 shares; 2025Q2: 862,893 shares; 2025Q3: 794,668 shares; 2025Q4: 1,333,662 shares 1,333,662 $108M 0.03% +538,994 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 754,482 shares; 2025Q1: 774,072 shares; 2025Q2: 786,895 shares; 2025Q3: 596,817 shares; 2025Q4: 499,891 shares 499,891 $107M 0.03% -96,926 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 706,799 shares; 2025Q1: 760,115 shares; 2025Q2: 678,830 shares; 2025Q3: 699,278 shares; 2025Q4: 693,035 shares 693,035 $107M 0.03% -6,243 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265,957 shares; 2025Q1: 349,700 shares; 2025Q2: 352,344 shares; 2025Q3: 396,660 shares; 2025Q4: 371,616 shares 371,616 $106M 0.03% -25,044 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: not loaded; 2024Q4: 448,336 shares; 2025Q1: 462,332 shares; 2025Q2: 451,863 shares; 2025Q3: 374,615 shares; 2025Q4: 368,271 shares 368,271 $106M 0.03% -6,344 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: not loaded; 2024Q4: 455,215 shares; 2025Q1: 480,385 shares; 2025Q2: 516,094 shares; 2025Q3: 560,507 shares; 2025Q4: 572,322 shares 572,322 $106M 0.03% +11,815 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: not loaded; 2024Q4: 1,243,769 shares; 2025Q1: 1,411,584 shares; 2025Q2: 1,553,224 shares; 2025Q3: 1,686,551 shares; 2025Q4: 1,778,841 shares 1,778,841 $106M 0.03% +92,290 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,932,418 shares; 2025Q1: 2,579,736 shares; 2025Q2: 2,651,296 shares; 2025Q3: 2,511,324 shares; 2025Q4: 2,154,293 shares 2,154,293 $106M 0.03% -357,031 Timeline PBUS 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 loaded; 2024Q4: 841,785 shares; 2025Q1: 962,684 shares; 2025Q2: 490,993 shares; 2025Q3: 1,477,106 shares; 2025Q4: 1,545,014 shares 1,545,014 $106M 0.03% +67,908 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300,990 shares; 2025Q1: 298,209 shares; 2025Q2: 392,868 shares; 2025Q3: 452,947 shares; 2025Q4: 461,821 shares 461,821 $106M 0.03% +8,874 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,833 shares; 2025Q1: 284,368 shares; 2025Q2: 291,819 shares; 2025Q3: 296,019 shares; 2025Q4: 236,645 shares 236,645 $105M 0.03% -59,374 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,441,166 shares; 2025Q1: 1,346,580 shares; 2025Q2: 1,394,682 shares; 2025Q3: 1,531,489 shares; 2025Q4: 2,294,959 shares 2,294,959 $105M 0.03% +763,470 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 853,539 shares; 2025Q1: 876,953 shares; 2025Q2: 849,192 shares; 2025Q3: 867,189 shares; 2025Q4: 796,195 shares 796,195 $105M 0.03% -70,994 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,701,147 shares; 2025Q1: 1,694,427 shares; 2025Q2: 1,757,419 shares; 2025Q3: 1,793,802 shares; 2025Q4: 1,861,769 shares 1,861,769 $105M 0.03% +67,967 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,426 shares; 2025Q1: 126,586 shares; 2025Q2: 245,972 shares; 2025Q3: 271,244 shares; 2025Q4: 602,450 shares 602,450 $104M 0.03% +331,206 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: not loaded; 2024Q4: 246,946 shares; 2025Q1: 225,364 shares; 2025Q2: 238,622 shares; 2025Q3: 233,575 shares; 2025Q4: 223,409 shares 223,409 $104M 0.03% -10,166 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: not loaded; 2024Q4: 2,034,285 shares; 2025Q1: 1,912,233 shares; 2025Q2: 1,486,858 shares; 2025Q3: 1,392,761 shares; 2025Q4: 1,277,204 shares 1,277,204 $104M 0.03% -115,557 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 953,588 shares; 2025Q1: 930,002 shares; 2025Q2: 925,201 shares; 2025Q3: 801,070 shares; 2025Q4: 728,724 shares 728,724 $104M 0.03% -72,346 Timeline CALF 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: not loaded; 2024Q4: 5,848,174 shares; 2025Q1: 3,896,631 shares; 2025Q2: 3,107,425 shares; 2025Q3: 2,745,694 shares; 2025Q4: 2,316,267 shares 2,316,267 $103M 0.03% -429,427 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 797,909 shares; 2025Q1: 787,424 shares; 2025Q2: 765,903 shares; 2025Q3: 626,292 shares; 2025Q4: 586,207 shares 586,207 $103M 0.03% -40,085 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 538,236 shares; 2025Q1: 685,223 shares; 2025Q2: 678,403 shares; 2025Q3: 756,020 shares; 2025Q4: 894,401 shares 894,401 $102M 0.03% +138,381 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 422,856 shares; 2025Q1: 433,014 shares; 2025Q2: 461,067 shares; 2025Q3: 450,647 shares; 2025Q4: 415,562 shares 415,562 $102M 0.03% -35,085 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: not loaded; 2024Q4: 82,109 shares; 2025Q1: 540,950 shares; 2025Q2: 803,665 shares; 2025Q3: 748,045 shares; 2025Q4: 622,217 shares 622,217 $102M 0.03% -125,828 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 673,711 shares; 2025Q1: 661,439 shares; 2025Q2: 855,215 shares; 2025Q3: 838,127 shares; 2025Q4: 718,970 shares 718,970 $101M 0.03% -119,157 Timeline