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: 7,156,045 shares; 2024Q4: 7,154,513 shares; 2025Q1: 7,163,679 shares; 2025Q2: 7,162,674 shares; 2025Q3: 7,124,971 shares; 2025Q4: 7,017,906 shares 7,017,906 $3.39B 3.05% -107,065 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: 18,509,567 shares; 2024Q4: 18,352,115 shares; 2025Q1: 18,121,427 shares; 2025Q2: 18,173,525 shares; 2025Q3: 17,403,746 shares; 2025Q4: 17,068,583 shares 17,068,583 $3.18B 2.86% -335,163 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: 11,781,730 shares; 2024Q4: 11,878,636 shares; 2025Q1: 11,523,905 shares; 2025Q2: 11,419,668 shares; 2025Q3: 11,487,047 shares; 2025Q4: 11,302,918 shares 11,302,918 $3.07B 2.76% -184,129 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: 8,213,926 shares; 2024Q4: 8,291,630 shares; 2025Q1: 8,310,266 shares; 2025Q2: 8,450,839 shares; 2025Q3: 8,394,669 shares; 2025Q4: 8,346,270 shares 8,346,270 $1.93B 1.73% -48,399 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: 6,320,158 shares; 2024Q4: 6,406,516 shares; 2025Q1: 6,536,444 shares; 2025Q2: 6,282,364 shares; 2025Q3: 6,222,831 shares; 2025Q4: 5,944,154 shares 5,944,154 $1.86B 1.67% -278,677 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: 5,007,224 shares; 2024Q4: 4,984,085 shares; 2025Q1: 4,835,668 shares; 2025Q2: 4,926,014 shares; 2025Q3: 4,731,112 shares; 2025Q4: 4,622,419 shares 4,622,419 $1.6B 1.44% -108,693 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: 4,120,257 shares; 2024Q4: 4,156,140 shares; 2025Q1: 4,112,754 shares; 2025Q2: 4,086,843 shares; 2025Q3: 3,915,100 shares; 2025Q4: 3,900,287 shares 3,900,287 $1.26B 1.13% -14,813 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: 3,795,623 shares; 2024Q4: 3,773,456 shares; 2025Q1: 3,687,507 shares; 2025Q2: 3,552,784 shares; 2025Q3: 3,481,791 shares; 2025Q4: 3,375,198 shares 3,375,198 $1.18B 1.06% -106,593 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524,993 shares; 2024Q4: 1,564,290 shares; 2025Q1: 1,600,514 shares; 2025Q2: 1,658,321 shares; 2025Q3: 1,653,434 shares; 2025Q4: 1,677,864 shares 1,677,864 $1.14B 1.03% +24,430 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: 12,492,636 shares; 2024Q4: 11,619,493 shares; 2025Q1: 10,764,549 shares; 2025Q2: 10,624,753 shares; 2025Q3: 10,409,320 shares; 2025Q4: 9,729,984 shares 9,729,984 $1.08B 0.98% -679,336 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: 3,451,619 shares; 2024Q4: 3,535,678 shares; 2025Q1: 3,490,711 shares; 2025Q2: 3,336,689 shares; 2025Q3: 3,317,362 shares; 2025Q4: 3,375,118 shares 3,375,118 $1.06B 0.95% +57,756 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: 9,476,157 shares; 2024Q4: 9,480,111 shares; 2025Q1: 9,196,663 shares; 2025Q2: 9,036,594 shares; 2025Q3: 13,733,524 shares; 2025Q4: 13,446,763 shares 13,446,763 $1.04B 0.93% -286,761 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: 4,596,738 shares; 2024Q4: 4,591,196 shares; 2025Q1: 5,006,283 shares; 2025Q2: 4,964,155 shares; 2025Q3: 5,063,709 shares; 2025Q4: 4,903,995 shares 4,903,995 $1.01B 0.91% -159,714 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: 9,656,141 shares; 2024Q4: 10,051,049 shares; 2025Q1: 10,155,613 shares; 2025Q2: 9,888,890 shares; 2025Q3: 10,305,420 shares; 2025Q4: 11,115,326 shares 11,115,326 $994M 0.89% +809,906 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456,092 shares; 2024Q4: 1,456,308 shares; 2025Q1: 1,479,081 shares; 2025Q2: 1,535,199 shares; 2025Q3: 1,567,391 shares; 2025Q4: 1,561,259 shares 1,561,259 $979M 0.88% -6,132 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: 1,225,362 shares; 2024Q4: 1,267,550 shares; 2025Q1: 1,309,848 shares; 2025Q2: 1,365,212 shares; 2025Q3: 1,385,659 shares; 2025Q4: 1,417,120 shares 1,417,120 $935M 0.84% +31,461 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: 5,431,353 shares; 2024Q4: 5,646,032 shares; 2025Q1: 6,012,989 shares; 2025Q2: 6,203,902 shares; 2025Q3: 6,546,813 shares; 2025Q4: 6,373,723 shares 6,373,723 $915M 0.82% -173,090 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: 7,014,255 shares; 2024Q4: 7,362,103 shares; 2025Q1: 7,445,038 shares; 2025Q2: 7,757,135 shares; 2025Q3: 8,720,884 shares; 2025Q4: 8,547,069 shares 8,547,069 $900M 0.81% -173,815 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: 2,525,933 shares; 2024Q4: 2,514,908 shares; 2025Q1: 2,493,484 shares; 2025Q2: 2,533,019 shares; 2025Q3: 2,552,245 shares; 2025Q4: 2,491,235 shares 2,491,235 $857M 0.77% -61,010 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: 7,475,408 shares; 2024Q4: 6,971,341 shares; 2025Q1: 7,086,331 shares; 2025Q2: 7,129,475 shares; 2025Q3: 7,158,604 shares; 2025Q4: 6,922,912 shares 6,922,912 $853M 0.77% -235,692 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: 744,128 shares; 2024Q4: 799,416 shares; 2025Q1: 809,629 shares; 2025Q2: 826,750 shares; 2025Q3: 790,167 shares; 2025Q4: 793,591 shares 793,591 $853M 0.77% +3,424 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922,127 shares; 2024Q4: 1,929,002 shares; 2025Q1: 1,810,652 shares; 2025Q2: 1,759,638 shares; 2025Q3: 2,769,891 shares; 2025Q4: 2,727,258 shares 2,727,258 $808M 0.73% -42,633 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: 6,420,712 shares; 2024Q4: 6,269,229 shares; 2025Q1: 6,329,939 shares; 2025Q2: 7,783,701 shares; 2025Q3: 6,525,696 shares; 2025Q4: 7,506,356 shares 7,506,356 $750M 0.67% +980,660 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: 2,488,560 shares; 2024Q4: 2,576,656 shares; 2025Q1: 2,713,290 shares; 2025Q2: 2,928,155 shares; 2025Q3: 3,019,690 shares; 2025Q4: 3,250,570 shares 3,250,570 $689M 0.62% +230,880 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: 4,418,994 shares; 2024Q4: 4,506,764 shares; 2025Q1: 4,612,599 shares; 2025Q2: 4,671,339 shares; 2025Q3: 4,670,302 shares; 2025Q4: 4,521,855 shares 4,521,855 $648M 0.58% -148,447 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: 738,627 shares; 2024Q4: 737,494 shares; 2025Q1: 734,430 shares; 2025Q2: 748,573 shares; 2025Q3: 746,608 shares; 2025Q4: 723,877 shares 723,877 $624M 0.56% -22,731 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: 871,333 shares; 2024Q4: 903,654 shares; 2025Q1: 956,558 shares; 2025Q2: 970,454 shares; 2025Q3: 984,813 shares; 2025Q4: 995,785 shares 995,785 $612M 0.55% +10,972 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251,789 shares; 2024Q4: 1,336,961 shares; 2025Q1: 1,337,186 shares; 2025Q2: 1,262,727 shares; 2025Q3: 1,123,348 shares; 2025Q4: 1,284,186 shares 1,284,186 $608M 0.55% +160,838 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: 1,892,409 shares; 2024Q4: 1,891,128 shares; 2025Q1: 1,906,015 shares; 2025Q2: 1,941,290 shares; 2025Q3: 2,298,151 shares; 2025Q4: 2,240,796 shares 2,240,796 $601M 0.54% -57,355 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: 1,211,816 shares; 2024Q4: 1,221,014 shares; 2025Q1: 1,234,229 shares; 2025Q2: 1,255,678 shares; 2025Q3: 1,260,154 shares; 2025Q4: 1,238,156 shares 1,238,156 $599M 0.54% -21,998 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: 8,508,939 shares; 2024Q4: 8,550,271 shares; 2025Q1: 8,707,061 shares; 2025Q2: 8,592,911 shares; 2025Q3: 8,667,137 shares; 2025Q4: 8,543,459 shares 8,543,459 $597M 0.54% -123,678 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: 2,501,666 shares; 2024Q4: 2,579,230 shares; 2025Q1: 2,398,286 shares; 2025Q2: 2,500,446 shares; 2025Q3: 2,473,152 shares; 2025Q4: 2,467,696 shares 2,467,696 $564M 0.51% -5,456 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: 5,842,020 shares; 2024Q4: 5,835,665 shares; 2025Q1: 5,930,510 shares; 2025Q2: 5,971,881 shares; 2025Q3: 6,110,875 shares; 2025Q4: 5,867,863 shares 5,867,863 $564M 0.51% -243,012 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: 7,917,192 shares; 2024Q4: 6,260,429 shares; 2025Q1: 6,646,020 shares; 2025Q2: 7,880,481 shares; 2025Q3: 9,705,665 shares; 2025Q4: 8,991,350 shares 8,991,350 $562M 0.51% -714,315 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: 1,408,760 shares; 2024Q4: 1,402,444 shares; 2025Q1: 1,450,916 shares; 2025Q2: 1,515,051 shares; 2025Q3: 1,540,435 shares; 2025Q4: 1,594,369 shares 1,594,369 $522M 0.47% +53,934 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: 2,292,347 shares; 2024Q4: 2,328,689 shares; 2025Q1: 2,345,869 shares; 2025Q2: 2,340,235 shares; 2025Q3: 2,260,464 shares; 2025Q4: 2,205,993 shares 2,205,993 $510M 0.46% -54,471 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: 2,884,016 shares; 2024Q4: 2,903,235 shares; 2025Q1: 2,903,450 shares; 2025Q2: 2,957,846 shares; 2025Q3: 2,943,507 shares; 2025Q4: 2,935,343 shares 2,935,343 $509M 0.46% -8,164 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: 2,142,304 shares; 2024Q4: 1,845,917 shares; 2025Q1: 1,809,340 shares; 2025Q2: 1,804,073 shares; 2025Q3: 1,778,502 shares; 2025Q4: 3,947,686 shares 3,947,686 $495M 0.44% +2,169,184 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: 6,769,637 shares; 2024Q4: 6,887,155 shares; 2025Q1: 6,657,877 shares; 2025Q2: 5,534,395 shares; 2025Q3: 3,998,310 shares; 2025Q4: 3,651,629 shares 3,651,629 $493M 0.44% -346,681 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: 2,342,078 shares; 2024Q4: 2,335,557 shares; 2025Q1: 2,285,017 shares; 2025Q2: 2,235,147 shares; 2025Q3: 2,219,155 shares; 2025Q4: 2,195,510 shares 2,195,510 $482M 0.43% -23,645 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,912,816 shares; 2024Q4: 2,895,858 shares; 2025Q1: 2,957,106 shares; 2025Q2: 3,196,705 shares; 2025Q3: 3,229,668 shares; 2025Q4: 3,163,605 shares 3,163,605 $482M 0.43% -66,063 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: 3,877,581 shares; 2024Q4: 3,983,984 shares; 2025Q1: 3,933,251 shares; 2025Q2: 4,206,875 shares; 2025Q3: 4,020,511 shares; 2025Q4: 3,992,223 shares 3,992,223 $480M 0.43% -28,288 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: 3,280,253 shares; 2024Q4: 3,240,516 shares; 2025Q1: 3,162,262 shares; 2025Q2: 3,171,451 shares; 2025Q3: 3,143,773 shares; 2025Q4: 3,082,686 shares 3,082,686 $474M 0.43% -61,087 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: 1,505,626 shares; 2024Q4: 1,123,627 shares; 2025Q1: 1,085,848 shares; 2025Q2: 1,081,260 shares; 2025Q3: 1,053,907 shares; 2025Q4: 922,873 shares 922,873 $471M 0.42% -131,034 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: 726,483 shares; 2024Q4: 740,418 shares; 2025Q1: 736,967 shares; 2025Q2: 656,358 shares; 2025Q3: 651,144 shares; 2025Q4: 683,931 shares 683,931 $468M 0.42% +32,787 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: 1,053,157 shares; 2024Q4: 982,660 shares; 2025Q1: 953,318 shares; 2025Q2: 976,190 shares; 2025Q3: 965,454 shares; 2025Q4: 924,335 shares 924,335 $465M 0.42% -41,119 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: 1,917,019 shares; 2024Q4: 1,914,692 shares; 2025Q1: 1,880,485 shares; 2025Q2: 1,834,501 shares; 2025Q3: 1,790,607 shares; 2025Q4: 1,793,020 shares 1,793,020 $461M 0.41% +2,413 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: 486,454 shares; 2024Q4: 482,298 shares; 2025Q1: 482,815 shares; 2025Q2: 482,583 shares; 2025Q3: 491,591 shares; 2025Q4: 4,863,116 shares 4,863,116 $456M 0.41% +4,371,525 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: 1,412,191 shares; 2024Q4: 1,374,873 shares; 2025Q1: 1,390,426 shares; 2025Q2: 1,424,072 shares; 2025Q3: 1,448,117 shares; 2025Q4: 1,419,540 shares 1,419,540 $452M 0.41% -28,577 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: 676,801 shares; 2024Q4: 694,084 shares; 2025Q1: 701,946 shares; 2025Q2: 732,295 shares; 2025Q3: 785,377 shares; 2025Q4: 782,209 shares 782,209 $447M 0.4% -3,168 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: 4,719,955 shares; 2024Q4: 5,005,203 shares; 2025Q1: 5,481,026 shares; 2025Q2: 4,886,214 shares; 2025Q3: 4,791,835 shares; 2025Q4: 4,663,447 shares 4,663,447 $426M 0.38% -128,388 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: 1,757,245 shares; 2024Q4: 1,763,792 shares; 2025Q1: 1,743,797 shares; 2025Q2: 1,752,081 shares; 2025Q3: 1,724,479 shares; 2025Q4: 1,656,654 shares 1,656,654 $408M 0.37% -67,825 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: 1,947,425 shares; 2024Q4: 2,135,184 shares; 2025Q1: 1,892,525 shares; 2025Q2: 1,805,392 shares; 2025Q3: 1,516,261 shares; 2025Q4: 1,916,312 shares 1,916,312 $403M 0.36% +400,051 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: 341,786 shares; 2024Q4: 2,224,932 shares; 2025Q1: 2,271,586 shares; 2025Q2: 2,255,144 shares; 2025Q3: 2,294,938 shares; 2025Q4: 2,158,391 shares 2,158,391 $400M 0.36% -136,547 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: 961,972 shares; 2024Q4: 1,943,450 shares; 2025Q1: 1,941,299 shares; 2025Q2: 1,976,946 shares; 2025Q3: 2,144,841 shares; 2025Q4: 2,151,402 shares 2,151,402 $396M 0.36% +6,561 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016,212 shares; 2024Q4: 5,076,478 shares; 2025Q1: 5,128,865 shares; 2025Q2: 5,099,553 shares; 2025Q3: 5,256,801 shares; 2025Q4: 5,008,834 shares 5,008,834 $396M 0.36% -247,967 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: 666,977 shares; 2024Q4: 657,096 shares; 2025Q1: 665,508 shares; 2025Q2: 683,221 shares; 2025Q3: 674,148 shares; 2025Q4: 681,013 shares 681,013 $395M 0.35% +6,865 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: 5,627,553 shares; 2024Q4: 5,664,014 shares; 2025Q1: 5,879,233 shares; 2025Q2: 5,854,616 shares; 2025Q3: 6,271,666 shares; 2025Q4: 8,298,375 shares 8,298,375 $391M 0.35% +2,026,709 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: 1,782,971 shares; 2024Q4: 1,802,962 shares; 2025Q1: 1,794,569 shares; 2025Q2: 1,852,662 shares; 2025Q3: 2,057,145 shares; 2025Q4: 2,129,178 shares 2,129,178 $390M 0.35% +72,033 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: 1,633,381 shares; 2024Q4: 1,634,572 shares; 2025Q1: 1,617,711 shares; 2025Q2: 1,630,950 shares; 2025Q3: 1,644,837 shares; 2025Q4: 1,575,339 shares 1,575,339 $389M 0.35% -69,498 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: 428,986 shares; 2024Q4: 419,482 shares; 2025Q1: 407,486 shares; 2025Q2: 397,069 shares; 2025Q3: 386,485 shares; 2025Q4: 371,895 shares 371,895 $375M 0.34% -14,590 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: 1,651,437 shares; 2024Q4: 8,233,999 shares; 2025Q1: 8,161,478 shares; 2025Q2: 8,077,253 shares; 2025Q3: 7,851,800 shares; 2025Q4: 7,468,081 shares 7,468,081 $373M 0.34% -383,719 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: 699,202 shares; 2024Q4: 726,659 shares; 2025Q1: 731,901 shares; 2025Q2: 735,886 shares; 2025Q3: 746,838 shares; 2025Q4: 741,333 shares 741,333 $362M 0.33% -5,505 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295,527 shares; 2024Q4: 4,316,414 shares; 2025Q1: 4,277,605 shares; 2025Q2: 4,305,155 shares; 2025Q3: 4,495,492 shares; 2025Q4: 4,298,655 shares 4,298,655 $360M 0.32% -196,837 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: 3,550,412 shares; 2024Q4: 3,906,155 shares; 2025Q1: 3,716,571 shares; 2025Q2: 3,970,996 shares; 2025Q3: 3,559,460 shares; 2025Q4: 3,699,321 shares 3,699,321 $352M 0.32% +139,861 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: 516,398 shares; 2024Q4: 550,925 shares; 2025Q1: 717,933 shares; 2025Q2: 751,695 shares; 2025Q3: 725,514 shares; 2025Q4: 776,576 shares 776,576 $349M 0.31% +51,062 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349,668 shares; 2024Q4: 4,250,905 shares; 2025Q1: 4,422,466 shares; 2025Q2: 4,467,924 shares; 2025Q3: 4,791,698 shares; 2025Q4: 6,720,643 shares 6,720,643 $348M 0.31% +1,928,945 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,710 shares; 2024Q4: 1,106,437 shares; 2025Q1: 1,121,653 shares; 2025Q2: 1,127,979 shares; 2025Q3: 1,132,622 shares; 2025Q4: 1,137,651 shares 1,137,651 $348M 0.31% +5,029 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: 1,814,613 shares; 2024Q4: 1,825,175 shares; 2025Q1: 1,802,371 shares; 2025Q2: 1,752,523 shares; 2025Q3: 1,755,228 shares; 2025Q4: 1,639,452 shares 1,639,452 $347M 0.31% -115,776 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: 665,638 shares; 2024Q4: 653,025 shares; 2025Q1: 614,588 shares; 2025Q2: 625,585 shares; 2025Q3: 612,543 shares; 2025Q4: 605,482 shares 605,482 $347M 0.31% -7,061 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: 76,550 shares; 2024Q4: 26,405 shares; 2025Q1: 30,900 shares; 2025Q2: 724,130 shares; 2025Q3: 708,968 shares; 2025Q4: 673,495 shares 673,495 $344M 0.31% -35,473 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: 1,564,417 shares; 2024Q4: 1,587,452 shares; 2025Q1: 1,620,622 shares; 2025Q2: 1,633,746 shares; 2025Q3: 1,679,733 shares; 2025Q4: 1,708,701 shares 1,708,701 $333M 0.3% +28,968 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517,451 shares; 2024Q4: 3,582,781 shares; 2025Q1: 3,837,255 shares; 2025Q2: 4,373,556 shares; 2025Q3: 4,565,327 shares; 2025Q4: 4,954,863 shares 4,954,863 $333M 0.3% +389,536 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594,415 shares; 2024Q4: 1,615,131 shares; 2025Q1: 1,575,038 shares; 2025Q2: 1,552,802 shares; 2025Q3: 1,508,092 shares; 2025Q4: 1,446,103 shares 1,446,103 $323M 0.29% -61,989 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: 1,394,505 shares; 2024Q4: 1,439,201 shares; 2025Q1: 1,493,484 shares; 2025Q2: 1,551,304 shares; 2025Q3: 1,583,681 shares; 2025Q4: 1,674,538 shares 1,674,538 $320M 0.29% +90,857 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497,670 shares; 2024Q4: 1,614,964 shares; 2025Q1: 1,759,878 shares; 2025Q2: 1,777,705 shares; 2025Q3: 1,724,635 shares; 2025Q4: 1,592,772 shares 1,592,772 $316M 0.28% -131,863 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: 390,136 shares; 2024Q4: 397,332 shares; 2025Q1: 405,595 shares; 2025Q2: 411,061 shares; 2025Q3: 404,208 shares; 2025Q4: 409,138 shares 409,138 $308M 0.28% +4,930 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: 1,048,538 shares; 2024Q4: 1,064,372 shares; 2025Q1: 1,094,283 shares; 2025Q2: 1,114,381 shares; 2025Q3: 1,148,733 shares; 2025Q4: 1,179,616 shares 1,179,616 $304M 0.27% +30,883 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: 6,456,541 shares; 2024Q4: 6,530,138 shares; 2025Q1: 6,803,847 shares; 2025Q2: 6,835,915 shares; 2025Q3: 7,167,993 shares; 2025Q4: 7,279,683 shares 7,279,683 $297M 0.27% +111,690 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: 822,531 shares; 2024Q4: 829,955 shares; 2025Q1: 835,070 shares; 2025Q2: 831,747 shares; 2025Q3: 870,976 shares; 2025Q4: 742,370 shares 742,370 $294M 0.26% -128,606 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: 1,198,885 shares; 2024Q4: 1,245,383 shares; 2025Q1: 1,315,488 shares; 2025Q2: 1,294,526 shares; 2025Q3: 1,099,226 shares; 2025Q4: 1,107,938 shares 1,107,938 $294M 0.26% +8,712 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: 386,981 shares; 2024Q4: 385,562 shares; 2025Q1: 385,518 shares; 2025Q2: 381,046 shares; 2025Q3: 382,563 shares; 2025Q4: 1,912,407 shares 1,912,407 $293M 0.26% +1,529,844 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: 1,607,923 shares; 2024Q4: 1,602,131 shares; 2025Q1: 1,619,221 shares; 2025Q2: 1,604,613 shares; 2025Q3: 1,609,425 shares; 2025Q4: 1,636,077 shares 1,636,077 $290M 0.26% +26,652 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: 396,964 shares; 2024Q4: 396,029 shares; 2025Q1: 420,508 shares; 2025Q2: 453,840 shares; 2025Q3: 470,005 shares; 2025Q4: 512,286 shares 512,286 $290M 0.26% +42,281 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: 87,131 shares; 2024Q4: 94,080 shares; 2025Q1: 84,575 shares; 2025Q2: 106,706 shares; 2025Q3: 1,379,921 shares; 2025Q4: 1,292,668 shares 1,292,668 $288M 0.26% -87,253 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,267 shares; 2024Q4: 2,156,932 shares; 2025Q1: 2,396,191 shares; 2025Q2: 2,310,275 shares; 2025Q3: 2,333,172 shares; 2025Q4: 2,285,365 shares 2,285,365 $286M 0.26% -47,807 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: 923,845 shares; 2024Q4: 916,228 shares; 2025Q1: 897,473 shares; 2025Q2: 894,068 shares; 2025Q3: 921,742 shares; 2025Q4: 940,096 shares 940,096 $286M 0.26% +18,354 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: 4,450,817 shares; 2024Q4: 4,400,593 shares; 2025Q1: 4,403,839 shares; 2025Q2: 4,295,295 shares; 2025Q3: 4,577,084 shares; 2025Q4: 5,153,736 shares 5,153,736 $283M 0.25% +576,652 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: 242,008 shares; 2024Q4: 279,697 shares; 2025Q1: 297,395 shares; 2025Q2: 302,627 shares; 2025Q3: 308,765 shares; 2025Q4: 310,687 shares 310,687 $273M 0.25% +1,922 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: 90,110 shares; 2024Q4: 95,509 shares; 2025Q1: 98,669 shares; 2025Q2: 97,132 shares; 2025Q3: 104,753 shares; 2025Q4: 708,083 shares 708,083 $271M 0.24% +603,330 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: 543,357 shares; 2024Q4: 519,687 shares; 2025Q1: 535,783 shares; 2025Q2: 532,478 shares; 2025Q3: 534,959 shares; 2025Q4: 508,742 shares 508,742 $266M 0.24% -26,217 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: 615,554 shares; 2024Q4: 625,695 shares; 2025Q1: 661,148 shares; 2025Q2: 693,975 shares; 2025Q3: 709,394 shares; 2025Q4: 709,346 shares 709,346 $262M 0.24% -48 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: 683,893 shares; 2024Q4: 684,986 shares; 2025Q1: 681,063 shares; 2025Q2: 821,466 shares; 2025Q3: 836,661 shares; 2025Q4: 838,011 shares 838,011 $262M 0.24% +1,350 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: 404,545 shares; 2024Q4: 412,634 shares; 2025Q1: 390,071 shares; 2025Q2: 393,038 shares; 2025Q3: 411,254 shares; 2025Q4: 394,287 shares 394,287 $261M 0.23% -16,967 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: 1,544,110 shares; 2024Q4: 1,496,001 shares; 2025Q1: 1,534,468 shares; 2025Q2: 2,170,065 shares; 2025Q3: 2,036,746 shares; 2025Q4: 2,175,997 shares 2,175,997 $260M 0.23% +139,251 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: 2,810,435 shares; 2024Q4: 3,293,656 shares; 2025Q1: 3,287,513 shares; 2025Q2: 3,433,299 shares; 2025Q3: 3,306,108 shares; 2025Q4: 2,949,686 shares 2,949,686 $258M 0.23% -356,422 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: 762,551 shares; 2024Q4: 729,301 shares; 2025Q1: 691,691 shares; 2025Q2: 716,731 shares; 2025Q3: 729,953 shares; 2025Q4: 732,238 shares 732,238 $256M 0.23% +2,285 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: 1,912,806 shares; 2024Q4: 1,896,614 shares; 2025Q1: 1,788,958 shares; 2025Q2: 1,968,029 shares; 2025Q3: 1,972,604 shares; 2025Q4: 1,993,710 shares 1,993,710 $255M 0.23% +21,106 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: 4,671,006 shares; 2024Q4: 5,566,095 shares; 2025Q1: 4,573,469 shares; 2025Q2: 4,557,925 shares; 2025Q3: 4,453,487 shares; 2025Q4: 4,720,784 shares 4,720,784 $254M 0.23% +267,297 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: 258,638 shares; 2024Q4: 219,609 shares; 2025Q1: 230,607 shares; 2025Q2: 233,407 shares; 2025Q3: 238,062 shares; 2025Q4: 233,960 shares 233,960 $250M 0.23% -4,102 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: 768,887 shares; 2024Q4: 779,010 shares; 2025Q1: 812,947 shares; 2025Q2: 904,641 shares; 2025Q3: 881,795 shares; 2025Q4: 1,737,021 shares 1,737,021 $250M 0.22% +855,226 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121,029 shares; 2024Q4: 2,212,647 shares; 2025Q1: 2,815,871 shares; 2025Q2: 2,995,789 shares; 2025Q3: 3,115,615 shares; 2025Q4: 3,392,150 shares 3,392,150 $250M 0.22% +276,535 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776,699 shares; 2024Q4: 2,717,353 shares; 2025Q1: 2,657,497 shares; 2025Q2: 2,811,047 shares; 2025Q3: 2,808,924 shares; 2025Q4: 2,647,328 shares 2,647,328 $247M 0.22% -161,596 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: 665,919 shares; 2024Q4: 682,806 shares; 2025Q1: 689,029 shares; 2025Q2: 697,285 shares; 2025Q3: 723,061 shares; 2025Q4: 734,559 shares 734,559 $246M 0.22% +11,498 Timeline EQAL 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: 3,633,447 shares; 2024Q4: 3,608,097 shares; 2025Q1: 3,586,624 shares; 2025Q2: 4,666,143 shares; 2025Q3: 4,643,704 shares; 2025Q4: 4,655,311 shares 4,655,311 $245M 0.22% +11,607 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971,178 shares; 2024Q4: 1,508,167 shares; 2025Q1: 1,859,895 shares; 2025Q2: 1,678,087 shares; 2025Q3: 2,594,210 shares; 2025Q4: 2,209,506 shares 2,209,506 $237M 0.21% -384,704 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: 585,032 shares; 2024Q4: 585,593 shares; 2025Q1: 562,174 shares; 2025Q2: 560,612 shares; 2025Q3: 563,994 shares; 2025Q4: 555,241 shares 555,241 $237M 0.21% -8,753 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992,372 shares; 2024Q4: 2,878,522 shares; 2025Q1: 2,774,356 shares; 2025Q2: 2,908,605 shares; 2025Q3: 2,949,656 shares; 2025Q4: 2,946,503 shares 2,946,503 $237M 0.21% -3,153 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: 2,673,047 shares; 2024Q4: 2,457,238 shares; 2025Q1: 506,505 shares; 2025Q2: 3,983,830 shares; 2025Q3: 4,790,071 shares; 2025Q4: 5,294,541 shares 5,294,541 $235M 0.21% +504,470 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: 264,722 shares; 2024Q4: 265,568 shares; 2025Q1: 261,737 shares; 2025Q2: 272,009 shares; 2025Q3: 274,816 shares; 2025Q4: 264,828 shares 264,828 $233M 0.21% -9,988 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: 1,010,219 shares; 2024Q4: 1,038,825 shares; 2025Q1: 1,057,341 shares; 2025Q2: 1,062,540 shares; 2025Q3: 1,039,877 shares; 2025Q4: 1,058,581 shares 1,058,581 $233M 0.21% +18,704 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: 664,660 shares; 2024Q4: 709,865 shares; 2025Q1: 704,559 shares; 2025Q2: 750,580 shares; 2025Q3: 788,150 shares; 2025Q4: 752,942 shares 752,942 $232M 0.21% -35,208 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: 799,786 shares; 2024Q4: 803,884 shares; 2025Q1: 898,737 shares; 2025Q2: 895,173 shares; 2025Q3: 881,067 shares; 2025Q4: 854,404 shares 854,404 $232M 0.21% -26,663 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: 9,375,282 shares; 2024Q4: 9,087,804 shares; 2025Q1: 9,484,588 shares; 2025Q2: 9,407,436 shares; 2025Q3: 9,353,897 shares; 2025Q4: 9,277,361 shares 9,277,361 $231M 0.21% -76,536 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382,133 shares; 2024Q4: 1,342,369 shares; 2025Q1: 1,278,504 shares; 2025Q2: 1,269,103 shares; 2025Q3: 1,242,873 shares; 2025Q4: 1,226,446 shares 1,226,446 $231M 0.21% -16,427 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: 2,503,141 shares; 2024Q4: 2,432,092 shares; 2025Q1: 3,001,501 shares; 2025Q2: 2,811,397 shares; 2025Q3: 2,967,471 shares; 2025Q4: 2,742,099 shares 2,742,099 $224M 0.2% -225,372 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964,748 shares; 2024Q4: 1,096,767 shares; 2025Q1: 1,272,692 shares; 2025Q2: 1,259,278 shares; 2025Q3: 1,223,944 shares; 2025Q4: 1,227,230 shares 1,227,230 $223M 0.2% +3,286 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: 595,409 shares; 2024Q4: 610,336 shares; 2025Q1: 673,606 shares; 2025Q2: 693,705 shares; 2025Q3: 679,570 shares; 2025Q4: 633,397 shares 633,397 $223M 0.2% -46,173 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904,727 shares; 2024Q4: 2,093,597 shares; 2025Q1: 1,389,249 shares; 2025Q2: 921,408 shares; 2025Q3: 1,515,176 shares; 2025Q4: 1,496,581 shares 1,496,581 $223M 0.2% -18,595 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: 4,843,739 shares; 2024Q4: 3,842,281 shares; 2025Q1: 3,742,561 shares; 2025Q2: 3,635,311 shares; 2025Q3: 3,801,823 shares; 2025Q4: 3,689,540 shares 3,689,540 $222M 0.2% -112,283 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625,353 shares; 2024Q4: 1,583,218 shares; 2025Q1: 1,256,493 shares; 2025Q2: 1,357,790 shares; 2025Q3: 1,326,980 shares; 2025Q4: 1,292,518 shares 1,292,518 $221M 0.2% -34,462 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908,959 shares; 2024Q4: 2,104,668 shares; 2025Q1: 2,146,946 shares; 2025Q2: 2,138,305 shares; 2025Q3: 2,309,857 shares; 2025Q4: 2,719,880 shares 2,719,880 $219M 0.2% +410,023 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860,752 shares; 2024Q4: 1,844,814 shares; 2025Q1: 1,401,314 shares; 2025Q2: 1,350,002 shares; 2025Q3: 1,404,702 shares; 2025Q4: 1,358,081 shares 1,358,081 $218M 0.2% -46,621 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: 1,668,553 shares; 2024Q4: 1,651,346 shares; 2025Q1: 1,607,505 shares; 2025Q2: 1,705,736 shares; 2025Q3: 628,101 shares; 2025Q4: 652,804 shares 652,804 $216M 0.19% +24,703 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: 565,644 shares; 2024Q4: 711,460 shares; 2025Q1: 782,395 shares; 2025Q2: 839,468 shares; 2025Q3: 913,207 shares; 2025Q4: 987,765 shares 987,765 $214M 0.19% +74,558 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: 927,645 shares; 2024Q4: 914,646 shares; 2025Q1: 1,237,017 shares; 2025Q2: 1,319,377 shares; 2025Q3: 1,365,139 shares; 2025Q4: 1,373,100 shares 1,373,100 $212M 0.19% +7,961 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967,609 shares; 2024Q4: 1,769,566 shares; 2025Q1: 3,503,053 shares; 2025Q2: 3,536,680 shares; 2025Q3: 2,665,050 shares; 2025Q4: 1,084,757 shares 1,084,757 $211M 0.19% -1,580,293 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283,835 shares; 2024Q4: 1,410,961 shares; 2025Q1: 1,287,041 shares; 2025Q2: 1,393,012 shares; 2025Q3: 1,365,139 shares; 2025Q4: 1,466,668 shares 1,466,668 $210M 0.19% +101,529 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: 2,239,841 shares; 2024Q4: 2,314,579 shares; 2025Q1: 2,489,063 shares; 2025Q2: 2,556,515 shares; 2025Q3: 2,628,173 shares; 2025Q4: 2,660,727 shares 2,660,727 $210M 0.19% +32,554 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: 959,486 shares; 2024Q4: 984,593 shares; 2025Q1: 989,985 shares; 2025Q2: 993,373 shares; 2025Q3: 1,071,010 shares; 2025Q4: 1,094,052 shares 1,094,052 $210M 0.19% +23,042 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: 39,868 shares; 2024Q4: 157,410 shares; 2025Q1: 157,953 shares; 2025Q2: 2,376,691 shares; 2025Q3: 2,317,443 shares; 2025Q4: 2,291,308 shares 2,291,308 $209M 0.19% -26,135 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: 1,982,974 shares; 2024Q4: 2,563,357 shares; 2025Q1: 3,064,875 shares; 2025Q2: 3,423,179 shares; 2025Q3: 3,864,867 shares; 2025Q4: 4,782,201 shares 4,782,201 $209M 0.19% +917,334 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: 565,232 shares; 2024Q4: 574,132 shares; 2025Q1: 617,119 shares; 2025Q2: 651,434 shares; 2025Q3: 684,976 shares; 2025Q4: 711,503 shares 711,503 $207M 0.19% +26,527 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540,740 shares; 2024Q4: 1,570,248 shares; 2025Q1: 1,954,204 shares; 2025Q2: 2,128,927 shares; 2025Q3: 2,143,509 shares; 2025Q4: 2,066,863 shares 2,066,863 $205M 0.18% -76,646 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: 1,490,908 shares; 2024Q4: 1,557,253 shares; 2025Q1: 1,558,918 shares; 2025Q2: 1,589,570 shares; 2025Q3: 1,637,850 shares; 2025Q4: 1,700,696 shares 1,700,696 $204M 0.18% +62,846 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: 770,977 shares; 2024Q4: 829,786 shares; 2025Q1: 889,638 shares; 2025Q2: 908,480 shares; 2025Q3: 863,136 shares; 2025Q4: 786,310 shares 786,310 $202M 0.18% -76,826 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: 1,436,288 shares; 2024Q4: 1,538,947 shares; 2025Q1: 1,850,070 shares; 2025Q2: 1,812,129 shares; 2025Q3: 1,738,619 shares; 2025Q4: 1,729,844 shares 1,729,844 $202M 0.18% -8,775 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: 2,008,281 shares; 2024Q4: 2,003,198 shares; 2025Q1: 1,987,385 shares; 2025Q2: 2,053,281 shares; 2025Q3: 2,180,080 shares; 2025Q4: 2,114,497 shares 2,114,497 $202M 0.18% -65,583 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: 291,896 shares; 2024Q4: 290,126 shares; 2025Q1: 319,224 shares; 2025Q2: 266,367 shares; 2025Q3: 291,564 shares; 2025Q4: 305,271 shares 305,271 $200M 0.18% +13,707 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: 429,619 shares; 2024Q4: 420,362 shares; 2025Q1: 408,863 shares; 2025Q2: 426,074 shares; 2025Q3: 432,326 shares; 2025Q4: 426,195 shares 426,195 $198M 0.18% -6,131 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: 1,706,096 shares; 2024Q4: 2,056,655 shares; 2025Q1: 2,351,039 shares; 2025Q2: 2,354,148 shares; 2025Q3: 2,412,750 shares; 2025Q4: 2,432,288 shares 2,432,288 $197M 0.18% +19,538 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: 2,120,359 shares; 2024Q4: 2,247,827 shares; 2025Q1: 2,316,893 shares; 2025Q2: 2,459,259 shares; 2025Q3: 2,549,576 shares; 2025Q4: 2,678,223 shares 2,678,223 $186M 0.17% +128,647 Timeline EUSA 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: 819,227 shares; 2024Q4: 857,547 shares; 2025Q1: 1,631,539 shares; 2025Q2: 967,089 shares; 2025Q3: 1,833,958 shares; 2025Q4: 1,791,661 shares 1,791,661 $185M 0.17% -42,297 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: 692,993 shares; 2024Q4: 709,295 shares; 2025Q1: 1,073,142 shares; 2025Q2: 938,767 shares; 2025Q3: 1,055,479 shares; 2025Q4: 1,729,269 shares 1,729,269 $185M 0.17% +673,790 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: 3,289,677 shares; 2024Q4: 3,295,303 shares; 2025Q1: 2,894,885 shares; 2025Q2: 2,935,379 shares; 2025Q3: 3,423,959 shares; 2025Q4: 3,486,912 shares 3,486,912 $184M 0.17% +62,953 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898,675 shares; 2024Q4: 7,779,263 shares; 2025Q1: 8,096,546 shares; 2025Q2: 8,007,972 shares; 2025Q3: 8,613,635 shares; 2025Q4: 7,250,566 shares 7,250,566 $182M 0.16% -1,363,069 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: 3,720,823 shares; 2024Q4: 3,489,618 shares; 2025Q1: 3,475,310 shares; 2025Q2: 3,443,045 shares; 2025Q3: 3,376,367 shares; 2025Q4: 3,368,560 shares 3,368,560 $180M 0.16% -7,807 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: 1,296,508 shares; 2024Q4: 1,279,115 shares; 2025Q1: 1,340,781 shares; 2025Q2: 1,913,034 shares; 2025Q3: 2,262,577 shares; 2025Q4: 2,090,985 shares 2,090,985 $178M 0.16% -171,592 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: 326,239 shares; 2024Q4: 351,095 shares; 2025Q1: 352,372 shares; 2025Q2: 362,279 shares; 2025Q3: 361,757 shares; 2025Q4: 373,232 shares 373,232 $175M 0.16% +11,475 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: 847,348 shares; 2024Q4: 839,180 shares; 2025Q1: 811,529 shares; 2025Q2: 782,588 shares; 2025Q3: 768,213 shares; 2025Q4: 761,176 shares 761,176 $174M 0.16% -7,037 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: 1,604,709 shares; 2024Q4: 1,647,094 shares; 2025Q1: 1,808,623 shares; 2025Q2: 1,808,472 shares; 2025Q3: 1,695,677 shares; 2025Q4: 1,762,597 shares 1,762,597 $172M 0.15% +66,920 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675,769 shares; 2024Q4: 1,759,159 shares; 2025Q1: 2,153,159 shares; 2025Q2: 2,286,136 shares; 2025Q3: 2,397,191 shares; 2025Q4: 2,476,533 shares 2,476,533 $172M 0.15% +79,342 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770,887 shares; 2024Q4: 5,509,095 shares; 2025Q1: 6,160,763 shares; 2025Q2: 7,797,906 shares; 2025Q3: 7,078,988 shares; 2025Q4: 7,602,932 shares 7,602,932 $170M 0.15% +523,944 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822,064 shares; 2024Q4: 1,694,153 shares; 2025Q1: 1,491,440 shares; 2025Q2: 1,464,791 shares; 2025Q3: 1,335,472 shares; 2025Q4: 1,386,670 shares 1,386,670 $170M 0.15% +51,198 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,015 shares; 2025Q1: 157,634 shares; 2025Q2: 158,144 shares; 2025Q3: 156,784 shares; 2025Q4: 155,816 shares 155,816 $167M 0.15% -968 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: 3,302,260 shares; 2024Q4: 2,553,107 shares; 2025Q1: 2,515,269 shares; 2025Q2: 2,347,270 shares; 2025Q3: 2,401,042 shares; 2025Q4: 2,479,082 shares 2,479,082 $164M 0.15% +78,040 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: 600,156 shares; 2024Q4: 657,998 shares; 2025Q1: 599,850 shares; 2025Q2: 563,267 shares; 2025Q3: 611,090 shares; 2025Q4: 663,433 shares 663,433 $163M 0.15% +52,343 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: 2,088,400 shares; 2024Q4: 2,251,807 shares; 2025Q1: 2,470,813 shares; 2025Q2: 2,921,110 shares; 2025Q3: 2,982,946 shares; 2025Q4: 2,829,128 shares 2,829,128 $162M 0.15% -153,818 Timeline TLH 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: 449,969 shares; 2024Q4: 454,967 shares; 2025Q1: 1,153,734 shares; 2025Q2: 2,188,236 shares; 2025Q3: 1,986,483 shares; 2025Q4: 1,591,423 shares 1,591,423 $162M 0.15% -395,060 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: 2,485,251 shares; 2024Q4: 2,771,753 shares; 2025Q1: 3,479,471 shares; 2025Q2: 3,463,545 shares; 2025Q3: 3,978,002 shares; 2025Q4: 4,167,860 shares 4,167,860 $160M 0.14% +189,858 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,344 shares; 2024Q4: 640,668 shares; 2025Q1: 672,071 shares; 2025Q2: 688,083 shares; 2025Q3: 826,546 shares; 2025Q4: 806,499 shares 806,499 $157M 0.14% -20,047 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: 1,401,356 shares; 2024Q4: 1,483,591 shares; 2025Q1: 1,751,978 shares; 2025Q2: 1,856,325 shares; 2025Q3: 2,224,543 shares; 2025Q4: 2,539,386 shares 2,539,386 $154M 0.14% +314,843 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: 359,594 shares; 2024Q4: 369,229 shares; 2025Q1: 370,751 shares; 2025Q2: 378,373 shares; 2025Q3: 362,613 shares; 2025Q4: 358,634 shares 358,634 $151M 0.14% -3,979 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,577 shares; 2024Q4: 600,312 shares; 2025Q1: 1,967,094 shares; 2025Q2: 4,044,607 shares; 2025Q3: 3,764,396 shares; 2025Q4: 3,732,406 shares 3,732,406 $150M 0.13% -31,990 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775,125 shares; 2024Q4: 1,765,619 shares; 2025Q1: 1,719,707 shares; 2025Q2: 1,715,644 shares; 2025Q3: 1,838,646 shares; 2025Q4: 1,800,915 shares 1,800,915 $149M 0.13% -37,731 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086,215 shares; 2024Q4: 2,232,454 shares; 2025Q1: 2,443,318 shares; 2025Q2: 2,331,850 shares; 2025Q3: 2,328,436 shares; 2025Q4: 2,725,172 shares 2,725,172 $149M 0.13% +396,736 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: 948,470 shares; 2024Q4: 867,967 shares; 2025Q1: 1,002,139 shares; 2025Q2: 1,008,184 shares; 2025Q3: 903,881 shares; 2025Q4: 835,751 shares 835,751 $149M 0.13% -68,130 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: 693,381 shares; 2024Q4: 667,730 shares; 2025Q1: 638,962 shares; 2025Q2: 631,587 shares; 2025Q3: 620,096 shares; 2025Q4: 614,886 shares 614,886 $148M 0.13% -5,210 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712,248 shares; 2024Q4: 1,667,937 shares; 2025Q1: 1,484,403 shares; 2025Q2: 1,430,606 shares; 2025Q3: 1,467,331 shares; 2025Q4: 1,533,523 shares 1,533,523 $147M 0.13% +66,192 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999,027 shares; 2024Q4: 5,921,744 shares; 2025Q1: 6,119,974 shares; 2025Q2: 6,111,570 shares; 2025Q3: 6,554,600 shares; 2025Q4: 6,027,765 shares 6,027,765 $147M 0.13% -526,835 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222,868 shares; 2024Q4: 1,205,938 shares; 2025Q1: 1,241,800 shares; 2025Q2: 1,392,779 shares; 2025Q3: 1,453,437 shares; 2025Q4: 1,448,800 shares 1,448,800 $144M 0.13% -4,637 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,295 shares; 2024Q4: 353,423 shares; 2025Q1: 394,501 shares; 2025Q2: 416,572 shares; 2025Q3: 439,130 shares; 2025Q4: 462,141 shares 462,141 $143M 0.13% +23,011 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: 366,951 shares; 2024Q4: 456,545 shares; 2025Q1: 458,410 shares; 2025Q2: 465,109 shares; 2025Q3: 481,159 shares; 2025Q4: 504,141 shares 504,141 $141M 0.13% +22,982 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: 2,181,915 shares; 2024Q4: 2,242,763 shares; 2025Q1: 2,717,885 shares; 2025Q2: 3,022,074 shares; 2025Q3: 2,845,230 shares; 2025Q4: 2,789,913 shares 2,789,913 $137M 0.12% -55,317 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,818 shares; 2024Q4: 510,355 shares; 2025Q1: 503,162 shares; 2025Q2: 2,345,857 shares; 2025Q3: 2,337,329 shares; 2025Q4: 2,284,250 shares 2,284,250 $137M 0.12% -53,079 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141,060 shares; 2024Q4: 2,070,717 shares; 2025Q1: 1,671,137 shares; 2025Q2: 1,751,233 shares; 2025Q3: 1,843,134 shares; 2025Q4: 1,604,843 shares 1,604,843 $137M 0.12% -238,291 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: 1,088,330 shares; 2024Q4: 1,041,887 shares; 2025Q1: 1,058,682 shares; 2025Q2: 1,097,095 shares; 2025Q3: 1,382,001 shares; 2025Q4: 1,422,149 shares 1,422,149 $137M 0.12% +40,148 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: 1,791,618 shares; 2024Q4: 1,788,820 shares; 2025Q1: 1,821,069 shares; 2025Q2: 1,854,173 shares; 2025Q3: 1,844,404 shares; 2025Q4: 1,861,031 shares 1,861,031 $137M 0.12% +16,627 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: 3,010,964 shares; 2024Q4: 3,004,565 shares; 2025Q1: 3,035,612 shares; 2025Q2: 3,088,607 shares; 2025Q3: 3,011,025 shares; 2025Q4: 2,856,714 shares 2,856,714 $137M 0.12% -154,311 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345,755 shares; 2024Q4: 3,390,077 shares; 2025Q1: 3,519,567 shares; 2025Q2: 3,445,062 shares; 2025Q3: 3,573,051 shares; 2025Q4: 3,530,918 shares 3,530,918 $136M 0.12% -42,133 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: 68,287 shares; 2024Q4: 60,539 shares; 2025Q1: 61,550 shares; 2025Q2: 247,495 shares; 2025Q3: 245,442 shares; 2025Q4: 243,337 shares 243,337 $135M 0.12% -2,105 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071,188 shares; 2024Q4: 1,074,083 shares; 2025Q1: 1,144,871 shares; 2025Q2: 1,176,848 shares; 2025Q3: 1,358,627 shares; 2025Q4: 1,358,452 shares 1,358,452 $134M 0.12% -175 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: 150,502 shares; 2024Q4: 153,724 shares; 2025Q1: 164,474 shares; 2025Q2: 168,670 shares; 2025Q3: 177,475 shares; 2025Q4: 172,448 shares 172,448 $132M 0.12% -5,027 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: 402,672 shares; 2024Q4: 387,907 shares; 2025Q1: 379,103 shares; 2025Q2: 378,187 shares; 2025Q3: 376,127 shares; 2025Q4: 372,863 shares 372,863 $128M 0.12% -3,264 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470,689 shares; 2024Q4: 3,822,076 shares; 2025Q1: 3,863,379 shares; 2025Q2: 3,824,194 shares; 2025Q3: 3,932,600 shares; 2025Q4: 3,978,731 shares 3,978,731 $128M 0.11% +46,131 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: 3,163,799 shares; 2024Q4: 2,934,440 shares; 2025Q1: 3,053,425 shares; 2025Q2: 2,812,870 shares; 2025Q3: 2,525,541 shares; 2025Q4: 2,725,862 shares 2,725,862 $127M 0.11% +200,321 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636,359 shares; 2025Q1: 701,801 shares; 2025Q2: 832,430 shares; 2025Q3: 814,463 shares; 2025Q4: 736,439 shares 736,439 $126M 0.11% -78,024 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: 545,366 shares; 2024Q4: 601,492 shares; 2025Q1: 604,897 shares; 2025Q2: 644,364 shares; 2025Q3: 671,100 shares; 2025Q4: 708,046 shares 708,046 $126M 0.11% +36,946 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: 1,209,146 shares; 2024Q4: 1,169,631 shares; 2025Q1: 1,265,101 shares; 2025Q2: 1,266,709 shares; 2025Q3: 1,221,938 shares; 2025Q4: 1,100,080 shares 1,100,080 $125M 0.11% -121,858 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: 1,216,379 shares; 2024Q4: 1,221,646 shares; 2025Q1: 1,209,675 shares; 2025Q2: 1,211,055 shares; 2025Q3: 1,172,020 shares; 2025Q4: 1,179,730 shares 1,179,730 $124M 0.11% +7,710 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: 4,417,049 shares; 2024Q4: 4,336,225 shares; 2025Q1: 4,266,559 shares; 2025Q2: 4,249,741 shares; 2025Q3: 989,887 shares; 2025Q4: 935,219 shares 935,219 $124M 0.11% -54,668 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: 1,684,820 shares; 2024Q4: 1,979,589 shares; 2025Q1: 1,619,057 shares; 2025Q2: 1,768,075 shares; 2025Q3: 1,607,902 shares; 2025Q4: 1,416,599 shares 1,416,599 $123M 0.11% -191,303 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: 1,348,904 shares; 2024Q4: 1,249,432 shares; 2025Q1: 1,198,539 shares; 2025Q2: 1,147,853 shares; 2025Q3: 1,176,763 shares; 2025Q4: 1,288,855 shares 1,288,855 $118M 0.11% +112,092 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: 898,732 shares; 2024Q4: 937,285 shares; 2025Q1: 971,764 shares; 2025Q2: 953,795 shares; 2025Q3: 993,814 shares; 2025Q4: 1,008,388 shares 1,008,388 $116M 0.1% +14,574 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,204 shares; 2024Q4: 1,029,629 shares; 2025Q1: 1,833,540 shares; 2025Q2: 2,110,741 shares; 2025Q3: 2,035,444 shares; 2025Q4: 2,046,644 shares 2,046,644 $116M 0.1% +11,200 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: 945,514 shares; 2024Q4: 931,786 shares; 2025Q1: 922,205 shares; 2025Q2: 916,208 shares; 2025Q3: 903,667 shares; 2025Q4: 877,434 shares 877,434 $115M 0.1% -26,233 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: 1,585,246 shares; 2024Q4: 1,199,602 shares; 2025Q1: 1,178,843 shares; 2025Q2: 1,291,549 shares; 2025Q3: 1,249,303 shares; 2025Q4: 1,381,421 shares 1,381,421 $114M 0.1% +132,118 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573,073 shares; 2024Q4: 552,791 shares; 2025Q1: 550,255 shares; 2025Q2: 550,189 shares; 2025Q3: 550,873 shares; 2025Q4: 554,138 shares 554,138 $114M 0.1% +3,265 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: 3,728,729 shares; 2024Q4: 1,289,262 shares; 2025Q1: 1,406,940 shares; 2025Q2: 1,735,040 shares; 2025Q3: 1,760,527 shares; 2025Q4: 1,789,298 shares 1,789,298 $114M 0.1% +28,771 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: 355,915 shares; 2024Q4: 353,675 shares; 2025Q1: 352,880 shares; 2025Q2: 359,583 shares; 2025Q3: 373,380 shares; 2025Q4: 349,390 shares 349,390 $113M 0.1% -23,990 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: 1,125,393 shares; 2024Q4: 1,047,250 shares; 2025Q1: 1,074,544 shares; 2025Q2: 915,075 shares; 2025Q3: 819,413 shares; 2025Q4: 1,026,150 shares 1,026,150 $113M 0.1% +206,737 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509,261 shares; 2024Q4: 6,559,313 shares; 2025Q1: 6,605,612 shares; 2025Q2: 6,607,511 shares; 2025Q3: 6,611,350 shares; 2025Q4: 9,939,856 shares 9,939,856 $112M 0.1% +3,328,506 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: 1,575,280 shares; 2024Q4: 1,569,387 shares; 2025Q1: 1,576,000 shares; 2025Q2: 1,592,261 shares; 2025Q3: 1,614,405 shares; 2025Q4: 2,441,512 shares 2,441,512 $112M 0.1% +827,107 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: 222,341 shares; 2024Q4: 218,464 shares; 2025Q1: 257,854 shares; 2025Q2: 433,512 shares; 2025Q3: 464,080 shares; 2025Q4: 453,421 shares 453,421 $110M 0.1% -10,659 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: 135 shares; 2024Q4: 136 shares; 2025Q1: 146 shares; 2025Q2: 144 shares; 2025Q3: 137 shares; 2025Q4: 144 shares 144 $109M 0.1% +7 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: 803,776 shares; 2024Q4: 821,299 shares; 2025Q1: 837,847 shares; 2025Q2: 794,374 shares; 2025Q3: 868,230 shares; 2025Q4: 967,140 shares 967,140 $108M 0.1% +98,910 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991,717 shares; 2024Q4: 1,988,865 shares; 2025Q1: 1,858,842 shares; 2025Q2: 1,756,465 shares; 2025Q3: 1,779,859 shares; 2025Q4: 1,990,277 shares 1,990,277 $107M 0.1% +210,418 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: 860,233 shares; 2024Q4: 847,196 shares; 2025Q1: 743,024 shares; 2025Q2: 746,701 shares; 2025Q3: 669,405 shares; 2025Q4: 690,726 shares 690,726 $107M 0.1% +21,321 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: 2,418,502 shares; 2024Q4: 2,298,044 shares; 2025Q1: 2,263,274 shares; 2025Q2: 2,267,270 shares; 2025Q3: 2,303,471 shares; 2025Q4: 2,320,271 shares 2,320,271 $107M 0.1% +16,800 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688,006 shares; 2025Q1: 780,197 shares; 2025Q2: 781,878 shares; 2025Q3: 692,543 shares; 2025Q4: 815,254 shares 815,254 $107M 0.1% +122,711 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: 3,236,272 shares; 2024Q4: 3,175,681 shares; 2025Q1: 3,481,887 shares; 2025Q2: 3,795,292 shares; 2025Q3: 3,831,272 shares; 2025Q4: 3,563,439 shares 3,563,439 $107M 0.1% -267,833 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: 5,527,223 shares; 2024Q4: 5,616,600 shares; 2025Q1: 5,763,218 shares; 2025Q2: 6,129,240 shares; 2025Q3: 6,365,813 shares; 2025Q4: 6,437,645 shares 6,437,645 $106M 0.1% +71,832 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: 554,976 shares; 2024Q4: 645,893 shares; 2025Q1: 687,743 shares; 2025Q2: 742,000 shares; 2025Q3: 923,312 shares; 2025Q4: 1,049,078 shares 1,049,078 $105M 0.09% +125,766 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: 263,341 shares; 2024Q4: 449,280 shares; 2025Q1: 631,691 shares; 2025Q2: 685,871 shares; 2025Q3: 653,445 shares; 2025Q4: 646,117 shares 646,117 $105M 0.09% -7,328 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: 846,497 shares; 2024Q4: 841,874 shares; 2025Q1: 934,833 shares; 2025Q2: 1,096,914 shares; 2025Q3: 1,072,608 shares; 2025Q4: 1,043,514 shares 1,043,514 $104M 0.09% -29,094 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: 1,037,776 shares; 2024Q4: 1,160,409 shares; 2025Q1: 1,483,907 shares; 2025Q2: 1,622,271 shares; 2025Q3: 1,787,315 shares; 2025Q4: 2,340,568 shares 2,340,568 $104M 0.09% +553,253 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: 1,335,572 shares; 2024Q4: 1,437,702 shares; 2025Q1: 1,765,301 shares; 2025Q2: 1,601,660 shares; 2025Q3: 2,021,212 shares; 2025Q4: 2,069,647 shares 2,069,647 $103M 0.09% +48,435 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: 813,246 shares; 2024Q4: 967,514 shares; 2025Q1: 1,216,429 shares; 2025Q2: 1,300,069 shares; 2025Q3: 1,791,007 shares; 2025Q4: 2,079,635 shares 2,079,635 $103M 0.09% +288,628 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: 449,558 shares; 2024Q4: 454,532 shares; 2025Q1: 907,190 shares; 2025Q2: 879,279 shares; 2025Q3: 771,362 shares; 2025Q4: 816,369 shares 816,369 $103M 0.09% +45,007 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216,610 shares; 2024Q4: 1,207,871 shares; 2025Q1: 1,017,838 shares; 2025Q2: 1,021,957 shares; 2025Q3: 1,012,440 shares; 2025Q4: 2,275,957 shares 2,275,957 $102M 0.09% +1,263,517 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098,246 shares; 2024Q4: 1,176,530 shares; 2025Q1: 1,190,551 shares; 2025Q2: 1,176,467 shares; 2025Q3: 1,209,358 shares; 2025Q4: 1,256,550 shares 1,256,550 $101M 0.09% +47,192 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,099 shares; 2024Q4: 635,920 shares; 2025Q1: 682,032 shares; 2025Q2: 714,412 shares; 2025Q3: 775,850 shares; 2025Q4: 734,647 shares 734,647 $99.7M 0.09% -41,203 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,696 shares; 2024Q4: 1,122,788 shares; 2025Q1: 2,041,657 shares; 2025Q2: 2,053,158 shares; 2025Q3: 2,126,866 shares; 2025Q4: 2,158,392 shares 2,158,392 $98.4M 0.09% +31,526 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,345 shares; 2024Q4: 957,821 shares; 2025Q1: 917,366 shares; 2025Q2: 907,778 shares; 2025Q3: 875,687 shares; 2025Q4: 869,137 shares 869,137 $98.1M 0.09% -6,550 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,269 shares; 2024Q4: 393,031 shares; 2025Q1: 410,462 shares; 2025Q2: 416,961 shares; 2025Q3: 411,364 shares; 2025Q4: 409,160 shares 409,160 $98.1M 0.09% -2,204 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628,178 shares; 2024Q4: 1,717,583 shares; 2025Q1: 1,665,352 shares; 2025Q2: 1,353,534 shares; 2025Q3: 1,347,407 shares; 2025Q4: 1,342,188 shares 1,342,188 $97.5M 0.09% -5,219 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: 647,754 shares; 2024Q4: 627,436 shares; 2025Q1: 627,047 shares; 2025Q2: 597,835 shares; 2025Q3: 596,106 shares; 2025Q4: 595,306 shares 595,306 $96.9M 0.09% -800 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: 764,012 shares; 2024Q4: 876,324 shares; 2025Q1: 894,069 shares; 2025Q2: 866,620 shares; 2025Q3: 999,899 shares; 2025Q4: 1,215,114 shares 1,215,114 $96.9M 0.09% +215,215 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: 599,055 shares; 2024Q4: 570,367 shares; 2025Q1: 600,581 shares; 2025Q2: 630,394 shares; 2025Q3: 709,023 shares; 2025Q4: 873,059 shares 873,059 $96.2M 0.09% +164,036 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: 530,270 shares; 2024Q4: 530,041 shares; 2025Q1: 525,846 shares; 2025Q2: 524,169 shares; 2025Q3: 525,823 shares; 2025Q4: 526,642 shares 526,642 $96.1M 0.09% +819 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: 200,115 shares; 2024Q4: 247,251 shares; 2025Q1: 185,512 shares; 2025Q2: 189,403 shares; 2025Q3: 198,378 shares; 2025Q4: 256,407 shares 256,407 $95.8M 0.09% +58,029 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: 705,490 shares; 2024Q4: 716,521 shares; 2025Q1: 763,215 shares; 2025Q2: 806,277 shares; 2025Q3: 816,642 shares; 2025Q4: 812,896 shares 812,896 $95.3M 0.09% -3,746 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410,258 shares; 2024Q4: 1,452,188 shares; 2025Q1: 1,516,968 shares; 2025Q2: 1,468,422 shares; 2025Q3: 1,470,631 shares; 2025Q4: 1,643,198 shares 1,643,198 $94.7M 0.09% +172,567 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: 777,328 shares; 2024Q4: 656,678 shares; 2025Q1: 885,522 shares; 2025Q2: 1,478,772 shares; 2025Q3: 1,591,016 shares; 2025Q4: 1,468,147 shares 1,468,147 $94.6M 0.09% -122,869 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: 881,777 shares; 2024Q4: 853,431 shares; 2025Q1: 870,757 shares; 2025Q2: 1,073,549 shares; 2025Q3: 1,134,560 shares; 2025Q4: 1,121,172 shares 1,121,172 $94.4M 0.08% -13,388 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,483 shares; 2024Q4: 338,363 shares; 2025Q1: 365,915 shares; 2025Q2: 392,902 shares; 2025Q3: 420,092 shares; 2025Q4: 439,107 shares 439,107 $94M 0.08% +19,015 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: 510,508 shares; 2024Q4: 500,270 shares; 2025Q1: 443,786 shares; 2025Q2: 447,461 shares; 2025Q3: 439,279 shares; 2025Q4: 437,533 shares 437,533 $93.7M 0.08% -1,746 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: 963,266 shares; 2024Q4: 987,659 shares; 2025Q1: 1,013,857 shares; 2025Q2: 1,014,384 shares; 2025Q3: 1,031,384 shares; 2025Q4: 1,065,349 shares 1,065,349 $92.9M 0.08% +33,965 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: 794,043 shares; 2024Q4: 889,133 shares; 2025Q1: 854,330 shares; 2025Q2: 911,608 shares; 2025Q3: 1,007,544 shares; 2025Q4: 992,276 shares 992,276 $92.9M 0.08% -15,268 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: 1,499,343 shares; 2024Q4: 1,504,649 shares; 2025Q1: 1,555,392 shares; 2025Q2: 1,662,322 shares; 2025Q3: 1,854,612 shares; 2025Q4: 1,816,996 shares 1,816,996 $91.9M 0.08% -37,616 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: 284,173 shares; 2024Q4: 366,127 shares; 2025Q1: 298,358 shares; 2025Q2: 298,836 shares; 2025Q3: 306,914 shares; 2025Q4: 317,855 shares 317,855 $90.7M 0.08% +10,941 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: 523,740 shares; 2024Q4: 500,492 shares; 2025Q1: 484,711 shares; 2025Q2: 516,366 shares; 2025Q3: 512,314 shares; 2025Q4: 433,772 shares 433,772 $90.5M 0.08% -78,542 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: 1,300,414 shares; 2024Q4: 1,192,865 shares; 2025Q1: 1,228,200 shares; 2025Q2: 1,167,248 shares; 2025Q3: 1,122,275 shares; 2025Q4: 1,039,989 shares 1,039,989 $89.2M 0.08% -82,286 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: 1,184,700 shares; 2024Q4: 1,291,573 shares; 2025Q1: 1,050,945 shares; 2025Q2: 1,490,249 shares; 2025Q3: 1,295,811 shares; 2025Q4: 1,246,412 shares 1,246,412 $89M 0.08% -49,399 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980,677 shares; 2024Q4: 1,003,717 shares; 2025Q1: 986,153 shares; 2025Q2: 990,293 shares; 2025Q3: 976,236 shares; 2025Q4: 920,103 shares 920,103 $88.3M 0.08% -56,133 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532,715 shares; 2024Q4: 3,666,363 shares; 2025Q1: 3,496,923 shares; 2025Q2: 3,565,998 shares; 2025Q3: 3,802,807 shares; 2025Q4: 3,320,794 shares 3,320,794 $87.9M 0.08% -482,013 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: 846,433 shares; 2024Q4: 852,982 shares; 2025Q1: 823,948 shares; 2025Q2: 871,673 shares; 2025Q3: 867,356 shares; 2025Q4: 862,444 shares 862,444 $87M 0.08% -4,912 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: 285,680 shares; 2024Q4: 264,192 shares; 2025Q1: 250,132 shares; 2025Q2: 253,088 shares; 2025Q3: 256,728 shares; 2025Q4: 257,902 shares 257,902 $86.8M 0.08% +1,174 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252,028 shares; 2024Q4: 2,219,337 shares; 2025Q1: 2,743,037 shares; 2025Q2: 3,365,966 shares; 2025Q3: 3,401,876 shares; 2025Q4: 3,706,907 shares 3,706,907 $86.7M 0.08% +305,031 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: 162,244 shares; 2024Q4: 172,495 shares; 2025Q1: 168,114 shares; 2025Q2: 172,552 shares; 2025Q3: 170,165 shares; 2025Q4: 180,084 shares 180,084 $86.5M 0.08% +9,919 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: 1,265,658 shares; 2024Q4: 1,254,428 shares; 2025Q1: 1,247,884 shares; 2025Q2: 1,239,542 shares; 2025Q3: 1,191,906 shares; 2025Q4: 1,163,706 shares 1,163,706 $86M 0.08% -28,200 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,587 shares; 2024Q4: 565,765 shares; 2025Q1: 556,793 shares; 2025Q2: 553,032 shares; 2025Q3: 507,727 shares; 2025Q4: 503,504 shares 503,504 $85.3M 0.08% -4,223 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,942 shares; 2024Q4: 1,008,185 shares; 2025Q1: 1,017,905 shares; 2025Q2: 1,032,872 shares; 2025Q3: 1,041,959 shares; 2025Q4: 1,054,189 shares 1,054,189 $84.9M 0.08% +12,230 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: 738,775 shares; 2024Q4: 710,769 shares; 2025Q1: 682,500 shares; 2025Q2: 765,427 shares; 2025Q3: 668,689 shares; 2025Q4: 717,246 shares 717,246 $84.4M 0.08% +48,557 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: 1,514,301 shares; 2024Q4: 1,430,141 shares; 2025Q1: 1,448,538 shares; 2025Q2: 1,446,486 shares; 2025Q3: 1,524,685 shares; 2025Q4: 1,558,379 shares 1,558,379 $84M 0.08% +33,694 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867,702 shares; 2024Q4: 1,923,393 shares; 2025Q1: 1,635,007 shares; 2025Q2: 1,614,127 shares; 2025Q3: 1,563,860 shares; 2025Q4: 1,394,324 shares 1,394,324 $83.9M 0.08% -169,536 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: 50,083 shares; 2024Q4: 58,091 shares; 2025Q1: 133,690 shares; 2025Q2: 145,849 shares; 2025Q3: 228,379 shares; 2025Q4: 243,358 shares 243,358 $83.5M 0.08% +14,979 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: 840,496 shares; 2024Q4: 767,309 shares; 2025Q1: 709,416 shares; 2025Q2: 740,848 shares; 2025Q3: 929,145 shares; 2025Q4: 1,949,978 shares 1,949,978 $83.2M 0.07% +1,020,833 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: 143,725 shares; 2024Q4: 166,939 shares; 2025Q1: 211,822 shares; 2025Q2: 194,616 shares; 2025Q3: 215,845 shares; 2025Q4: 234,889 shares 234,889 $83M 0.07% +19,044 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: 3,887,227 shares; 2024Q4: 3,862,983 shares; 2025Q1: 3,617,707 shares; 2025Q2: 3,432,104 shares; 2025Q3: 3,351,735 shares; 2025Q4: 3,331,946 shares 3,331,946 $82.8M 0.07% -19,789 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: 97,354 shares; 2024Q4: 96,451 shares; 2025Q1: 95,393 shares; 2025Q2: 104,037 shares; 2025Q3: 106,959 shares; 2025Q4: 101,502 shares 101,502 $82.2M 0.07% -5,457 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: 307,670 shares; 2024Q4: 301,414 shares; 2025Q1: 315,169 shares; 2025Q2: 332,193 shares; 2025Q3: 329,179 shares; 2025Q4: 678,937 shares 678,937 $81.1M 0.07% +349,758 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,835 shares; 2024Q4: 511,695 shares; 2025Q1: 580,117 shares; 2025Q2: 527,071 shares; 2025Q3: 789,186 shares; 2025Q4: 787,550 shares 787,550 $79M 0.07% -1,636 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: 49,012 shares; 2024Q4: 190,605 shares; 2025Q1: 192,693 shares; 2025Q2: 220,966 shares; 2025Q3: 246,235 shares; 2025Q4: 315,235 shares 315,235 $78.9M 0.07% +69,000 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,006 shares; 2024Q4: 122,254 shares; 2025Q1: 515,558 shares; 2025Q2: 620,971 shares; 2025Q3: 575,119 shares; 2025Q4: 610,286 shares 610,286 $78.7M 0.07% +35,167 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237,904 shares; 2024Q4: 1,236,932 shares; 2025Q1: 893,966 shares; 2025Q2: 909,075 shares; 2025Q3: 821,712 shares; 2025Q4: 765,987 shares 765,987 $78.4M 0.07% -55,725 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: 240,905 shares; 2024Q4: 246,818 shares; 2025Q1: 228,662 shares; 2025Q2: 221,412 shares; 2025Q3: 270,322 shares; 2025Q4: 270,318 shares 270,318 $78.1M 0.07% -4 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: 193,618 shares; 2024Q4: 196,659 shares; 2025Q1: 198,322 shares; 2025Q2: 193,418 shares; 2025Q3: 184,145 shares; 2025Q4: 188,418 shares 188,418 $77.8M 0.07% +4,273 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: 1,015,831 shares; 2024Q4: 1,188,421 shares; 2025Q1: 1,809,737 shares; 2025Q2: 2,057,022 shares; 2025Q3: 1,822,893 shares; 2025Q4: 1,748,201 shares 1,748,201 $77.5M 0.07% -74,692 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: 192,386 shares; 2024Q4: 410,665 shares; 2025Q1: 793,332 shares; 2025Q2: 1,211,985 shares; 2025Q3: 1,387,703 shares; 2025Q4: 1,508,207 shares 1,508,207 $76.3M 0.07% +120,504 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: 300,556 shares; 2024Q4: 315,942 shares; 2025Q1: 322,604 shares; 2025Q2: 331,832 shares; 2025Q3: 339,403 shares; 2025Q4: 357,653 shares 357,653 $75.8M 0.07% +18,250 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: 197,001 shares; 2024Q4: 206,868 shares; 2025Q1: 213,146 shares; 2025Q2: 214,744 shares; 2025Q3: 211,537 shares; 2025Q4: 194,571 shares 194,571 $75.7M 0.07% -16,966 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286,871 shares; 2024Q4: 1,228,449 shares; 2025Q1: 1,240,481 shares; 2025Q2: 1,307,093 shares; 2025Q3: 1,397,145 shares; 2025Q4: 1,486,004 shares 1,486,004 $74.7M 0.07% +88,859 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057,593 shares; 2024Q4: 2,502,852 shares; 2025Q1: 595,992 shares; 2025Q2: 654,524 shares; 2025Q3: 625,754 shares; 2025Q4: 606,630 shares 606,630 $74.6M 0.07% -19,124 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,601 shares; 2024Q4: 368,381 shares; 2025Q1: 371,525 shares; 2025Q2: 364,218 shares; 2025Q3: 378,525 shares; 2025Q4: 366,231 shares 366,231 $74.5M 0.07% -12,294 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: 485,860 shares; 2024Q4: 516,517 shares; 2025Q1: 516,306 shares; 2025Q2: 489,841 shares; 2025Q3: 468,608 shares; 2025Q4: 479,716 shares 479,716 $74.4M 0.07% +11,108 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: 898,905 shares; 2024Q4: 939,011 shares; 2025Q1: 945,885 shares; 2025Q2: 935,647 shares; 2025Q3: 965,564 shares; 2025Q4: 984,363 shares 984,363 $74.3M 0.07% +18,799 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: 1,183,181 shares; 2024Q4: 1,139,510 shares; 2025Q1: 1,180,886 shares; 2025Q2: 1,252,635 shares; 2025Q3: 1,317,502 shares; 2025Q4: 1,317,098 shares 1,317,098 $74.2M 0.07% -404 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,380 shares; 2024Q4: 689,306 shares; 2025Q1: 741,874 shares; 2025Q2: 815,540 shares; 2025Q3: 847,057 shares; 2025Q4: 887,759 shares 887,759 $74.2M 0.07% +40,702 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: 489,507 shares; 2024Q4: 493,833 shares; 2025Q1: 450,737 shares; 2025Q2: 477,142 shares; 2025Q3: 541,139 shares; 2025Q4: 457,515 shares 457,515 $74.1M 0.07% -83,624 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: 687,633 shares; 2024Q4: 796,370 shares; 2025Q1: 925,047 shares; 2025Q2: 1,300,787 shares; 2025Q3: 1,377,448 shares; 2025Q4: 1,272,889 shares 1,272,889 $74M 0.07% -104,559 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,624 shares; 2024Q4: 394,413 shares; 2025Q1: 378,535 shares; 2025Q2: 374,541 shares; 2025Q3: 380,678 shares; 2025Q4: 367,173 shares 367,173 $74M 0.07% -13,505 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: 30,505 shares; 2024Q4: 76,989 shares; 2025Q1: 83,267 shares; 2025Q2: 105,333 shares; 2025Q3: 99,322 shares; 2025Q4: 80,712 shares 80,712 $73.2M 0.07% -18,610 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: 69,509 shares; 2024Q4: 105,174 shares; 2025Q1: 112,150 shares; 2025Q2: 106,069 shares; 2025Q3: 108,905 shares; 2025Q4: 120,609 shares 120,609 $72.8M 0.07% +11,704 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: 1,059,490 shares; 2024Q4: 1,030,441 shares; 2025Q1: 1,009,852 shares; 2025Q2: 1,020,624 shares; 2025Q3: 937,961 shares; 2025Q4: 948,893 shares 948,893 $72.8M 0.07% +10,932 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981,742 shares; 2024Q4: 973,625 shares; 2025Q1: 949,919 shares; 2025Q2: 918,674 shares; 2025Q3: 846,039 shares; 2025Q4: 834,224 shares 834,224 $72.7M 0.07% -11,815 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: 364,056 shares; 2024Q4: 359,358 shares; 2025Q1: 421,651 shares; 2025Q2: 415,539 shares; 2025Q3: 410,842 shares; 2025Q4: 356,979 shares 356,979 $72.5M 0.07% -53,863 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: 378,148 shares; 2024Q4: 404,135 shares; 2025Q1: 421,440 shares; 2025Q2: 434,633 shares; 2025Q3: 427,077 shares; 2025Q4: 366,983 shares 366,983 $71.2M 0.06% -60,094 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: 169,937 shares; 2024Q4: 172,706 shares; 2025Q1: 190,768 shares; 2025Q2: 192,809 shares; 2025Q3: 180,702 shares; 2025Q4: 182,302 shares 182,302 $71M 0.06% +1,600 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: 408,463 shares; 2024Q4: 1,671,113 shares; 2025Q1: 2,307,178 shares; 2025Q2: 2,124,997 shares; 2025Q3: 2,182,875 shares; 2025Q4: 2,175,121 shares 2,175,121 $71M 0.06% -7,754 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276,828 shares; 2024Q4: 1,412,895 shares; 2025Q1: 1,431,339 shares; 2025Q2: 1,363,994 shares; 2025Q3: 1,417,737 shares; 2025Q4: 1,328,139 shares 1,328,139 $70.9M 0.06% -89,598 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144,202 shares; 2024Q4: 1,276,951 shares; 2025Q1: 1,337,561 shares; 2025Q2: 1,389,145 shares; 2025Q3: 1,393,853 shares; 2025Q4: 1,314,174 shares 1,314,174 $70.7M 0.06% -79,679 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: 837,811 shares; 2024Q4: 942,621 shares; 2025Q1: 997,938 shares; 2025Q2: 1,080,875 shares; 2025Q3: 1,105,451 shares; 2025Q4: 1,178,643 shares 1,178,643 $70.6M 0.06% +73,192 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: 267,885 shares; 2024Q4: 371,955 shares; 2025Q1: 404,204 shares; 2025Q2: 411,337 shares; 2025Q3: 409,749 shares; 2025Q4: 362,622 shares 362,622 $70.5M 0.06% -47,127 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392,918 shares; 2024Q4: 1,474,551 shares; 2025Q1: 1,366,145 shares; 2025Q2: 1,359,885 shares; 2025Q3: 1,359,445 shares; 2025Q4: 1,370,889 shares 1,370,889 $69.6M 0.06% +11,444 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: 305,078 shares; 2024Q4: 297,177 shares; 2025Q1: 174,358 shares; 2025Q2: 209,712 shares; 2025Q3: 318,576 shares; 2025Q4: 323,750 shares 323,750 $69.5M 0.06% +5,174 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: 117,501 shares; 2024Q4: 120,253 shares; 2025Q1: 121,457 shares; 2025Q2: 97,025 shares; 2025Q3: 102,739 shares; 2025Q4: 102,811 shares 102,811 $69.3M 0.06% +72 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: 94,332 shares; 2024Q4: 124,844 shares; 2025Q1: 106,991 shares; 2025Q2: 101,545 shares; 2025Q3: 142,529 shares; 2025Q4: 152,447 shares 152,447 $69.1M 0.06% +9,918 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,693 shares; 2024Q4: 780,684 shares; 2025Q1: 760,634 shares; 2025Q2: 647,107 shares; 2025Q3: 590,025 shares; 2025Q4: 734,378 shares 734,378 $69M 0.06% +144,353 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: 879,836 shares; 2024Q4: 879,249 shares; 2025Q1: 706,065 shares; 2025Q2: 674,700 shares; 2025Q3: 745,294 shares; 2025Q4: 742,629 shares 742,629 $68.7M 0.06% -2,665 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: 308,073 shares; 2024Q4: 301,101 shares; 2025Q1: 292,243 shares; 2025Q2: 289,516 shares; 2025Q3: 282,522 shares; 2025Q4: 271,846 shares 271,846 $68.6M 0.06% -10,676 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: 715,124 shares; 2024Q4: 693,166 shares; 2025Q1: 728,263 shares; 2025Q2: 705,744 shares; 2025Q3: 674,105 shares; 2025Q4: 537,595 shares 537,595 $67.7M 0.06% -136,510 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: 714,379 shares; 2024Q4: 751,983 shares; 2025Q1: 754,983 shares; 2025Q2: 769,451 shares; 2025Q3: 821,550 shares; 2025Q4: 851,331 shares 851,331 $67.1M 0.06% +29,781 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403,739 shares; 2024Q4: 2,264,803 shares; 2025Q1: 2,289,548 shares; 2025Q2: 370,042 shares; 2025Q3: 980,388 shares; 2025Q4: 1,416,283 shares 1,416,283 $66.7M 0.06% +435,895 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: 217,159 shares; 2024Q4: 247,413 shares; 2025Q1: 207,091 shares; 2025Q2: 447,623 shares; 2025Q3: 449,976 shares; 2025Q4: 477,988 shares 477,988 $66.5M 0.06% +28,012 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: 369,014 shares; 2024Q4: 367,223 shares; 2025Q1: 352,104 shares; 2025Q2: 372,053 shares; 2025Q3: 361,445 shares; 2025Q4: 359,190 shares 359,190 $66.5M 0.06% -2,255 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334,826 shares; 2024Q4: 2,344,408 shares; 2025Q1: 2,370,593 shares; 2025Q2: 2,421,498 shares; 2025Q3: 3,037,195 shares; 2025Q4: 658,475 shares 658,475 $66.4M 0.06% -2,378,720 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: 674,547 shares; 2024Q4: 660,474 shares; 2025Q1: 637,958 shares; 2025Q2: 782,433 shares; 2025Q3: 604,044 shares; 2025Q4: 618,998 shares 618,998 $66.3M 0.06% +14,954 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: 54,360 shares; 2024Q4: 52,053 shares; 2025Q1: 51,547 shares; 2025Q2: 54,810 shares; 2025Q3: 52,954 shares; 2025Q4: 49,646 shares 49,646 $66M 0.06% -3,308 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: 356,721 shares; 2024Q4: 363,685 shares; 2025Q1: 352,059 shares; 2025Q2: 395,806 shares; 2025Q3: 387,811 shares; 2025Q4: 407,385 shares 407,385 $65.6M 0.06% +19,574 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: 881,804 shares; 2024Q4: 749,902 shares; 2025Q1: 842,555 shares; 2025Q2: 854,225 shares; 2025Q3: 827,860 shares; 2025Q4: 825,375 shares 825,375 $65.5M 0.06% -2,485 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: 117,161 shares; 2024Q4: 116,034 shares; 2025Q1: 115,163 shares; 2025Q2: 117,640 shares; 2025Q3: 116,154 shares; 2025Q4: 114,084 shares 114,084 $65.1M 0.06% -2,070 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: 537,546 shares; 2024Q4: 547,424 shares; 2025Q1: 622,778 shares; 2025Q2: 762,266 shares; 2025Q3: 824,506 shares; 2025Q4: 866,496 shares 866,496 $65M 0.06% +41,990 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: 803,878 shares; 2024Q4: 774,181 shares; 2025Q1: 757,606 shares; 2025Q2: 720,589 shares; 2025Q3: 794,437 shares; 2025Q4: 882,366 shares 882,366 $64.9M 0.06% +87,929 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: 122,831 shares; 2024Q4: 165,291 shares; 2025Q1: 187,258 shares; 2025Q2: 198,139 shares; 2025Q3: 186,828 shares; 2025Q4: 181,199 shares 181,199 $64.7M 0.06% -5,629 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,615 shares; 2024Q4: 880,188 shares; 2025Q1: 860,301 shares; 2025Q2: 852,718 shares; 2025Q3: 851,137 shares; 2025Q4: 814,317 shares 814,317 $64.7M 0.06% -36,820 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: 1,757,290 shares; 2024Q4: 1,517,167 shares; 2025Q1: 1,187,517 shares; 2025Q2: 1,146,949 shares; 2025Q3: 919,372 shares; 2025Q4: 1,267,700 shares 1,267,700 $64.5M 0.06% +348,328 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: 465,365 shares; 2024Q4: 496,590 shares; 2025Q1: 508,710 shares; 2025Q2: 484,538 shares; 2025Q3: 318,137 shares; 2025Q4: 320,619 shares 320,619 $64M 0.06% +2,482 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: 70,706 shares; 2024Q4: 48,827 shares; 2025Q1: 48,069 shares; 2025Q2: 47,436 shares; 2025Q3: 48,475 shares; 2025Q4: 52,619 shares 52,619 $64M 0.06% +4,144 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: 225,106 shares; 2024Q4: 230,692 shares; 2025Q1: 188,800 shares; 2025Q2: 235,974 shares; 2025Q3: 228,494 shares; 2025Q4: 216,764 shares 216,764 $63.6M 0.06% -11,730 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: 433,070 shares; 2024Q4: 449,443 shares; 2025Q1: 473,173 shares; 2025Q2: 468,455 shares; 2025Q3: 477,929 shares; 2025Q4: 469,787 shares 469,787 $62.7M 0.06% -8,142 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: 493,030 shares; 2024Q4: 487,683 shares; 2025Q1: 441,514 shares; 2025Q2: 461,628 shares; 2025Q3: 424,156 shares; 2025Q4: 389,680 shares 389,680 $62.4M 0.06% -34,476 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: 420,790 shares; 2024Q4: 422,663 shares; 2025Q1: 446,819 shares; 2025Q2: 518,835 shares; 2025Q3: 609,963 shares; 2025Q4: 655,434 shares 655,434 $61.7M 0.06% +45,471 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: 752,426 shares; 2024Q4: 2,190,631 shares; 2025Q1: 2,207,945 shares; 2025Q2: 2,243,102 shares; 2025Q3: 2,221,462 shares; 2025Q4: 2,248,802 shares 2,248,802 $61.7M 0.06% +27,340 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: 639,093 shares; 2024Q4: 645,322 shares; 2025Q1: 657,152 shares; 2025Q2: 657,771 shares; 2025Q3: 679,222 shares; 2025Q4: 688,621 shares 688,621 $60.9M 0.05% +9,399 Timeline IEUR 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: 147,956 shares; 2024Q4: 162,129 shares; 2025Q1: 166,320 shares; 2025Q2: 170,040 shares; 2025Q3: 710,236 shares; 2025Q4: 854,166 shares 854,166 $60.6M 0.05% +143,930 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: 191,711 shares; 2024Q4: 189,876 shares; 2025Q1: 210,576 shares; 2025Q2: 215,073 shares; 2025Q3: 210,391 shares; 2025Q4: 208,664 shares 208,664 $60.1M 0.05% -1,727 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,154 shares; 2024Q4: 326,140 shares; 2025Q1: 528,815 shares; 2025Q2: 497,204 shares; 2025Q3: 497,009 shares; 2025Q4: 457,095 shares 457,095 $60M 0.05% -39,914 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,309,275 shares; 2024Q4: 1,459,446 shares; 2025Q1: 1,472,646 shares; 2025Q2: 2,142,991 shares; 2025Q3: 2,219,215 shares; 2025Q4: 2,260,305 shares 2,260,305 $59.3M 0.05% +41,090 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: 1,267,524 shares; 2024Q4: 1,352,057 shares; 2025Q1: 1,416,544 shares; 2025Q2: 1,741,722 shares; 2025Q3: 1,767,148 shares; 2025Q4: 1,988,449 shares 1,988,449 $58.8M 0.05% +221,301 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: 263,830 shares; 2024Q4: 280,455 shares; 2025Q1: 312,644 shares; 2025Q2: 312,076 shares; 2025Q3: 320,944 shares; 2025Q4: 283,442 shares 283,442 $58.1M 0.05% -37,502 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: 546,751 shares; 2024Q4: 696,719 shares; 2025Q1: 761,675 shares; 2025Q2: 557,088 shares; 2025Q3: 641,273 shares; 2025Q4: 576,661 shares 576,661 $57.6M 0.05% -64,612 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: 2,276,958 shares; 2024Q4: 2,323,552 shares; 2025Q1: 2,113,089 shares; 2025Q2: 2,130,274 shares; 2025Q3: 2,168,736 shares; 2025Q4: 2,061,240 shares 2,061,240 $56.7M 0.05% -107,496 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: 487,038 shares; 2024Q4: 512,475 shares; 2025Q1: 521,932 shares; 2025Q2: 601,788 shares; 2025Q3: 656,393 shares; 2025Q4: 758,499 shares 758,499 $56.2M 0.05% +102,106 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: 834,191 shares; 2024Q4: 1,080,048 shares; 2025Q1: 1,041,428 shares; 2025Q2: 1,034,429 shares; 2025Q3: 1,132,906 shares; 2025Q4: 1,197,065 shares 1,197,065 $56.1M 0.05% +64,159 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: 941,430 shares; 2024Q4: 1,008,070 shares; 2025Q1: 1,009,108 shares; 2025Q2: 913,960 shares; 2025Q3: 924,507 shares; 2025Q4: 945,527 shares 945,527 $56.1M 0.05% +21,020 Timeline CGMU 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: 970,719 shares; 2024Q4: 963,413 shares; 2025Q1: 953,349 shares; 2025Q2: 1,010,975 shares; 2025Q3: 1,797,923 shares; 2025Q4: 2,034,518 shares 2,034,518 $55.7M 0.05% +236,595 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: 11,380 shares; 2024Q4: 11,813 shares; 2025Q1: 12,088 shares; 2025Q2: 13,184 shares; 2025Q3: 15,058 shares; 2025Q4: 10,382 shares 10,382 $55.6M 0.05% -4,676 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: 488,891 shares; 2024Q4: 729,988 shares; 2025Q1: 767,276 shares; 2025Q2: 1,397,256 shares; 2025Q3: 1,429,266 shares; 2025Q4: 1,440,175 shares 1,440,175 $55M 0.05% +10,909 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: 537,015 shares; 2024Q4: 573,838 shares; 2025Q1: 563,805 shares; 2025Q2: 831,568 shares; 2025Q3: 605,394 shares; 2025Q4: 707,727 shares 707,727 $55M 0.05% +102,333 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,370 shares; 2024Q4: 181,429 shares; 2025Q1: 177,104 shares; 2025Q2: 177,247 shares; 2025Q3: 193,353 shares; 2025Q4: 209,135 shares 209,135 $54.9M 0.05% +15,782 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: 1,535,181 shares; 2024Q4: 1,698,540 shares; 2025Q1: 1,880,577 shares; 2025Q2: 2,194,246 shares; 2025Q3: 2,400,741 shares; 2025Q4: 2,414,848 shares 2,414,848 $54.7M 0.05% +14,107 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: 547,398 shares; 2024Q4: 517,452 shares; 2025Q1: 540,129 shares; 2025Q2: 544,570 shares; 2025Q3: 596,705 shares; 2025Q4: 652,715 shares 652,715 $54.7M 0.05% +56,010 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: 396,759 shares; 2024Q4: 437,045 shares; 2025Q1: 496,768 shares; 2025Q2: 474,671 shares; 2025Q3: 331,916 shares; 2025Q4: 254,107 shares 254,107 $54.6M 0.05% -77,809 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: 59,869 shares; 2024Q4: 47,430 shares; 2025Q1: 51,187 shares; 2025Q2: 57,280 shares; 2025Q3: 64,205 shares; 2025Q4: 66,129 shares 66,129 $54.3M 0.05% +1,924 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: 459,268 shares; 2024Q4: 437,450 shares; 2025Q1: 357,261 shares; 2025Q2: 340,797 shares; 2025Q3: 368,932 shares; 2025Q4: 350,027 shares 350,027 $54.2M 0.05% -18,905 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,651 shares; 2024Q4: 742,294 shares; 2025Q1: 774,664 shares; 2025Q2: 820,380 shares; 2025Q3: 786,221 shares; 2025Q4: 727,273 shares 727,273 $54M 0.05% -58,948 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: 350,417 shares; 2024Q4: 340,993 shares; 2025Q1: 294,512 shares; 2025Q2: 319,893 shares; 2025Q3: 336,316 shares; 2025Q4: 307,172 shares 307,172 $53.9M 0.05% -29,144 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: 2,315,393 shares; 2024Q4: 2,402,522 shares; 2025Q1: 2,229,999 shares; 2025Q2: 2,242,677 shares; 2025Q3: 2,423,071 shares; 2025Q4: 1,438,852 shares 1,438,852 $53.2M 0.05% -984,219 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: 590,553 shares; 2024Q4: 550,510 shares; 2025Q1: 546,198 shares; 2025Q2: 533,590 shares; 2025Q3: 494,240 shares; 2025Q4: 481,052 shares 481,052 $53M 0.05% -13,188 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: 392,592 shares; 2024Q4: 371,086 shares; 2025Q1: 447,485 shares; 2025Q2: 444,546 shares; 2025Q3: 414,488 shares; 2025Q4: 410,529 shares 410,529 $53M 0.05% -3,959 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187,083 shares; 2024Q4: 2,333,402 shares; 2025Q1: 2,524,654 shares; 2025Q2: 2,635,268 shares; 2025Q3: 2,608,900 shares; 2025Q4: 2,602,005 shares 2,602,005 $52.6M 0.05% -6,895 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,124 shares; 2024Q4: 540,773 shares; 2025Q1: 692,870 shares; 2025Q2: 794,244 shares; 2025Q3: 891,938 shares; 2025Q4: 994,348 shares 994,348 $52.5M 0.05% +102,410 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: 458,671 shares; 2024Q4: 502,251 shares; 2025Q1: 502,225 shares; 2025Q2: 488,544 shares; 2025Q3: 491,277 shares; 2025Q4: 504,592 shares 504,592 $52.3M 0.05% +13,315 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: 192,874 shares; 2024Q4: 193,138 shares; 2025Q1: 209,070 shares; 2025Q2: 235,999 shares; 2025Q3: 257,290 shares; 2025Q4: 279,367 shares 279,367 $51.9M 0.05% +22,077 Timeline BAI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470,053 shares; 2025Q3: 1,331,152 shares; 2025Q4: 1,547,595 shares 1,547,595 $51.5M 0.05% +216,443 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: 75,087 shares; 2024Q4: 78,566 shares; 2025Q1: 77,544 shares; 2025Q2: 98,123 shares; 2025Q3: 104,323 shares; 2025Q4: 187,249 shares 187,249 $51.1M 0.05% +82,926 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,511 shares; 2024Q4: 149,326 shares; 2025Q1: 144,087 shares; 2025Q2: 144,314 shares; 2025Q3: 143,574 shares; 2025Q4: 144,432 shares 144,432 $51M 0.05% +858 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: 1,382,912 shares; 2024Q4: 1,357,244 shares; 2025Q1: 1,156,305 shares; 2025Q2: 1,067,786 shares; 2025Q3: 1,078,148 shares; 2025Q4: 1,117,965 shares 1,117,965 $50.9M 0.05% +39,817 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: 436,432 shares; 2024Q4: 460,129 shares; 2025Q1: 497,473 shares; 2025Q2: 613,237 shares; 2025Q3: 678,292 shares; 2025Q4: 710,823 shares 710,823 $50.8M 0.05% +32,531 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: 224,692 shares; 2024Q4: 232,888 shares; 2025Q1: 303,205 shares; 2025Q2: 316,066 shares; 2025Q3: 328,585 shares; 2025Q4: 361,591 shares 361,591 $50.1M 0.05% +33,006 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: 279,603 shares; 2024Q4: 285,721 shares; 2025Q1: 325,517 shares; 2025Q2: 319,531 shares; 2025Q3: 327,845 shares; 2025Q4: 352,122 shares 352,122 $49.7M 0.04% +24,277 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 756,417 shares 756,417 $49.5M 0.04% new 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: 415,056 shares; 2024Q4: 420,853 shares; 2025Q1: 444,836 shares; 2025Q2: 447,990 shares; 2025Q3: 599,269 shares; 2025Q4: 634,422 shares 634,422 $49.4M 0.04% +35,153 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767,793 shares; 2024Q4: 889,563 shares; 2025Q1: 897,083 shares; 2025Q2: 894,914 shares; 2025Q3: 841,656 shares; 2025Q4: 703,016 shares 703,016 $49.3M 0.04% -138,640 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,680,169 shares; 2024Q4: 4,978,078 shares; 2025Q1: 4,687,075 shares; 2025Q2: 4,973,293 shares; 2025Q3: 4,624,198 shares; 2025Q4: 4,235,823 shares 4,235,823 $48.5M 0.04% -388,375 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: 129,329 shares; 2024Q4: 126,776 shares; 2025Q1: 143,515 shares; 2025Q2: 145,863 shares; 2025Q3: 134,966 shares; 2025Q4: 133,609 shares 133,609 $48.1M 0.04% -1,357 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: 232,237 shares; 2024Q4: 262,156 shares; 2025Q1: 320,983 shares; 2025Q2: 393,129 shares; 2025Q3: 476,311 shares; 2025Q4: 512,742 shares 512,742 $47.6M 0.04% +36,431 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: 169,408 shares; 2024Q4: 189,201 shares; 2025Q1: 185,244 shares; 2025Q2: 215,775 shares; 2025Q3: 184,806 shares; 2025Q4: 182,454 shares 182,454 $47.2M 0.04% -2,352 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: 1,071,786 shares; 2024Q4: 1,091,861 shares; 2025Q1: 1,109,643 shares; 2025Q2: 1,016,728 shares; 2025Q3: 1,067,083 shares; 2025Q4: 1,003,312 shares 1,003,312 $47.2M 0.04% -63,771 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,686 shares; 2024Q4: 358,986 shares; 2025Q1: 373,353 shares; 2025Q2: 369,770 shares; 2025Q3: 397,501 shares; 2025Q4: 426,879 shares 426,879 $47.1M 0.04% +29,378 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081,080 shares; 2024Q4: 1,160,461 shares; 2025Q1: 1,088,460 shares; 2025Q2: 1,100,562 shares; 2025Q3: 1,055,569 shares; 2025Q4: 801,716 shares 801,716 $46.8M 0.04% -253,853 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937,697 shares; 2024Q4: 896,827 shares; 2025Q1: 921,921 shares; 2025Q2: 951,348 shares; 2025Q3: 981,028 shares; 2025Q4: 1,268,455 shares 1,268,455 $46.7M 0.04% +287,427 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: 335,735 shares; 2024Q4: 377,747 shares; 2025Q1: 400,780 shares; 2025Q2: 371,856 shares; 2025Q3: 402,187 shares; 2025Q4: 384,798 shares 384,798 $46.1M 0.04% -17,389 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: 880,341 shares; 2024Q4: 838,372 shares; 2025Q1: 793,083 shares; 2025Q2: 768,629 shares; 2025Q3: 744,478 shares; 2025Q4: 687,252 shares 687,252 $46M 0.04% -57,226 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,487 shares; 2024Q4: 163,990 shares; 2025Q1: 169,944 shares; 2025Q2: 158,276 shares; 2025Q3: 155,933 shares; 2025Q4: 153,644 shares 153,644 $45.8M 0.04% -2,289 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,864 shares; 2024Q4: 319,409 shares; 2025Q1: 327,947 shares; 2025Q2: 325,272 shares; 2025Q3: 320,369 shares; 2025Q4: 316,389 shares 316,389 $45.8M 0.04% -3,980 Timeline FTCB 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 reported; 2024Q4: not reported; 2025Q1: 681,344 shares; 2025Q2: 696,019 shares; 2025Q3: 2,103,054 shares; 2025Q4: 2,138,023 shares 2,138,023 $45.4M 0.04% +34,969 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692,920 shares 692,920 $45.3M 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850,433 shares; 2024Q4: 1,401,040 shares; 2025Q1: 1,495,819 shares; 2025Q2: 1,533,055 shares; 2025Q3: 1,307,528 shares; 2025Q4: 1,227,357 shares 1,227,357 $45.3M 0.04% -80,171 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668,901 shares; 2024Q4: 1,798,266 shares; 2025Q1: 1,889,977 shares; 2025Q2: 445,744 shares; 2025Q3: 449,728 shares; 2025Q4: 441,293 shares 441,293 $45.2M 0.04% -8,435 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,393 shares; 2024Q4: 121,801 shares; 2025Q1: 131,485 shares; 2025Q2: 122,349 shares; 2025Q3: 116,102 shares; 2025Q4: 113,962 shares 113,962 $44.9M 0.04% -2,140 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: 172,533 shares; 2024Q4: 175,054 shares; 2025Q1: 173,910 shares; 2025Q2: 177,886 shares; 2025Q3: 161,621 shares; 2025Q4: 153,492 shares 153,492 $44.5M 0.04% -8,129 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: 476,688 shares; 2024Q4: 539,809 shares; 2025Q1: 527,686 shares; 2025Q2: 517,985 shares; 2025Q3: 516,197 shares; 2025Q4: 524,566 shares 524,566 $44.4M 0.04% +8,369 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: 471,686 shares; 2024Q4: 418,748 shares; 2025Q1: 410,878 shares; 2025Q2: 253,002 shares; 2025Q3: 259,162 shares; 2025Q4: 259,822 shares 259,822 $44M 0.04% +660 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: 433,344 shares; 2024Q4: 433,829 shares; 2025Q1: 173,113 shares; 2025Q2: 197,535 shares; 2025Q3: 202,368 shares; 2025Q4: 192,313 shares 192,313 $43.8M 0.04% -10,055 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,583 shares; 2024Q4: 835,567 shares; 2025Q1: 931,308 shares; 2025Q2: 948,400 shares; 2025Q3: 1,036,003 shares; 2025Q4: 939,931 shares 939,931 $43.7M 0.04% -96,072 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: 63,384 shares; 2024Q4: 57,422 shares; 2025Q1: 113,107 shares; 2025Q2: 124,737 shares; 2025Q3: 156,422 shares; 2025Q4: 198,953 shares 198,953 $43.6M 0.04% +42,531 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: 128,909 shares; 2024Q4: 134,490 shares; 2025Q1: 137,891 shares; 2025Q2: 134,684 shares; 2025Q3: 136,275 shares; 2025Q4: 144,081 shares 144,081 $43.5M 0.04% +7,806 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: 850,999 shares; 2024Q4: 923,123 shares; 2025Q1: 737,631 shares; 2025Q2: 847,182 shares; 2025Q3: 973,079 shares; 2025Q4: 1,068,766 shares 1,068,766 $43M 0.04% +95,687 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: 374,531 shares; 2024Q4: 396,121 shares; 2025Q1: 421,959 shares; 2025Q2: 446,292 shares; 2025Q3: 456,910 shares; 2025Q4: 480,055 shares 480,055 $42.9M 0.04% +23,145 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: 277,022 shares; 2024Q4: 306,725 shares; 2025Q1: 300,495 shares; 2025Q2: 281,775 shares; 2025Q3: 296,469 shares; 2025Q4: 303,545 shares 303,545 $42.8M 0.04% +7,076 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: 654,642 shares; 2024Q4: 707,090 shares; 2025Q1: 574,486 shares; 2025Q2: 570,612 shares; 2025Q3: 511,108 shares; 2025Q4: 493,269 shares 493,269 $42.2M 0.04% -17,839 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: 669,936 shares; 2024Q4: 658,860 shares; 2025Q1: 854,910 shares; 2025Q2: 833,043 shares; 2025Q3: 694,887 shares; 2025Q4: 828,754 shares 828,754 $41.7M 0.04% +133,867 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: 95,718 shares; 2024Q4: 123,981 shares; 2025Q1: 131,769 shares; 2025Q2: 145,723 shares; 2025Q3: 144,223 shares; 2025Q4: 149,118 shares 149,118 $41.6M 0.04% +4,895 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,670 shares; 2024Q4: 264,307 shares; 2025Q1: 297,273 shares; 2025Q2: 411,426 shares; 2025Q3: 438,545 shares; 2025Q4: 446,487 shares 446,487 $41.6M 0.04% +7,942 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: 451,084 shares; 2024Q4: 444,181 shares; 2025Q1: 446,151 shares; 2025Q2: 441,142 shares; 2025Q3: 420,274 shares; 2025Q4: 394,921 shares 394,921 $41.5M 0.04% -25,353 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: 169,247 shares; 2024Q4: 164,042 shares; 2025Q1: 160,855 shares; 2025Q2: 619,421 shares; 2025Q3: 665,310 shares; 2025Q4: 642,327 shares 642,327 $41.3M 0.04% -22,983 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,596 shares; 2024Q4: 274,212 shares; 2025Q1: 275,542 shares; 2025Q2: 262,474 shares; 2025Q3: 234,713 shares; 2025Q4: 238,295 shares 238,295 $41.2M 0.04% +3,582 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056,722 shares; 2024Q4: 2,086,331 shares; 2025Q1: 2,114,124 shares; 2025Q2: 2,178,866 shares; 2025Q3: 2,199,004 shares; 2025Q4: 2,256,778 shares 2,256,778 $41.1M 0.04% +57,774 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: 653,984 shares; 2024Q4: 611,808 shares; 2025Q1: 629,357 shares; 2025Q2: 659,748 shares; 2025Q3: 683,944 shares; 2025Q4: 750,981 shares 750,981 $41.1M 0.04% +67,037 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: 604,973 shares; 2024Q4: 618,213 shares; 2025Q1: 637,943 shares; 2025Q2: 886,826 shares; 2025Q3: 885,021 shares; 2025Q4: 836,194 shares 836,194 $41M 0.04% -48,827 Timeline REGL 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: 69,143 shares; 2024Q4: 70,220 shares; 2025Q1: 69,888 shares; 2025Q2: 882,721 shares; 2025Q3: 874,799 shares; 2025Q4: 485,483 shares 485,483 $40.9M 0.04% -389,316 Timeline IPAC 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: 522,245 shares; 2024Q4: 547,005 shares; 2025Q1: 538,337 shares; 2025Q2: 549,389 shares; 2025Q3: 544,370 shares; 2025Q4: 558,045 shares 558,045 $40.9M 0.04% +13,675 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: 107,322 shares; 2024Q4: 114,216 shares; 2025Q1: 128,856 shares; 2025Q2: 133,696 shares; 2025Q3: 104,918 shares; 2025Q4: 96,809 shares 96,809 $40.6M 0.04% -8,109 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: 104,821 shares; 2024Q4: 161,032 shares; 2025Q1: 232,166 shares; 2025Q2: 310,079 shares; 2025Q3: 376,364 shares; 2025Q4: 411,795 shares 411,795 $40.5M 0.04% +35,431 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,220 shares; 2025Q3: 199,885 shares; 2025Q4: 1,394,425 shares 1,394,425 $40.5M 0.04% +1,194,540 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,102 shares; 2024Q4: 18,291 shares; 2025Q1: 38,957 shares; 2025Q2: 507,527 shares; 2025Q3: 916,524 shares; 2025Q4: 1,019,664 shares 1,019,664 $40.4M 0.04% +103,140 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: 367,328 shares; 2024Q4: 595,900 shares; 2025Q1: 577,439 shares; 2025Q2: 601,150 shares; 2025Q3: 603,363 shares; 2025Q4: 598,007 shares 598,007 $40.1M 0.04% -5,356 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: 125,127 shares; 2024Q4: 129,135 shares; 2025Q1: 183,921 shares; 2025Q2: 199,613 shares; 2025Q3: 232,902 shares; 2025Q4: 261,365 shares 261,365 $40M 0.04% +28,463 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: 416,597 shares; 2024Q4: 395,956 shares; 2025Q1: 362,361 shares; 2025Q2: 389,512 shares; 2025Q3: 346,316 shares; 2025Q4: 409,928 shares 409,928 $39.8M 0.04% +63,612 Timeline IHDG 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: 684,264 shares; 2024Q4: 705,644 shares; 2025Q1: 807,900 shares; 2025Q2: 790,123 shares; 2025Q3: 844,525 shares; 2025Q4: 817,653 shares 817,653 $39.8M 0.04% -26,872 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,650 shares; 2024Q4: 459,680 shares; 2025Q1: 581,122 shares; 2025Q2: 587,966 shares; 2025Q3: 1,518,938 shares; 2025Q4: 1,579,101 shares 1,579,101 $39.7M 0.04% +60,163 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,642 shares; 2024Q4: 336,953 shares; 2025Q1: 363,880 shares; 2025Q2: 370,513 shares; 2025Q3: 610,903 shares; 2025Q4: 582,899 shares 582,899 $39.7M 0.04% -28,004 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,807 shares; 2024Q4: 42,055 shares; 2025Q1: 37,866 shares; 2025Q2: 37,355 shares; 2025Q3: 328,190 shares; 2025Q4: 421,741 shares 421,741 $39.6M 0.04% +93,551 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: 211,316 shares; 2024Q4: 260,307 shares; 2025Q1: 261,408 shares; 2025Q2: 265,760 shares; 2025Q3: 267,391 shares; 2025Q4: 261,091 shares 261,091 $39.3M 0.04% -6,300 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,083 shares; 2024Q4: 67,324 shares; 2025Q1: 65,831 shares; 2025Q2: 68,903 shares; 2025Q3: 75,377 shares; 2025Q4: 67,215 shares 67,215 $39M 0.04% -8,162 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: 48,245 shares; 2024Q4: 38,086 shares; 2025Q1: 38,124 shares; 2025Q2: 37,659 shares; 2025Q3: 45,443 shares; 2025Q4: 50,520 shares 50,520 $39M 0.04% +5,077 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,661 shares; 2024Q4: 329,526 shares; 2025Q1: 336,767 shares; 2025Q2: 332,653 shares; 2025Q3: 366,213 shares; 2025Q4: 354,749 shares 354,749 $39M 0.04% -11,464 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: 673,220 shares; 2024Q4: 679,238 shares; 2025Q1: 706,573 shares; 2025Q2: 673,867 shares; 2025Q3: 652,694 shares; 2025Q4: 620,958 shares 620,958 $38.8M 0.03% -31,736 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,218 shares; 2024Q4: 312,625 shares; 2025Q1: 317,021 shares; 2025Q2: 318,691 shares; 2025Q3: 315,406 shares; 2025Q4: 306,949 shares 306,949 $38.7M 0.03% -8,457 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: 497,812 shares; 2024Q4: 496,548 shares; 2025Q1: 990,887 shares; 2025Q2: 1,240,773 shares; 2025Q3: 1,185,976 shares; 2025Q4: 1,391,658 shares 1,391,658 $38.4M 0.03% +205,682 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: 156,655 shares; 2024Q4: 157,562 shares; 2025Q1: 167,995 shares; 2025Q2: 163,893 shares; 2025Q3: 158,492 shares; 2025Q4: 186,654 shares 186,654 $38.4M 0.03% +28,162 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: 265,414 shares; 2024Q4: 262,914 shares; 2025Q1: 255,091 shares; 2025Q2: 259,166 shares; 2025Q3: 244,442 shares; 2025Q4: 228,619 shares 228,619 $38.3M 0.03% -15,823 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,367 shares; 2024Q4: 785,096 shares; 2025Q1: 780,908 shares; 2025Q2: 970,302 shares; 2025Q3: 971,177 shares; 2025Q4: 968,237 shares 968,237 $38.2M 0.03% -2,940 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197,620 shares; 2024Q4: 1,406,917 shares; 2025Q1: 1,187,744 shares; 2025Q2: 578,603 shares; 2025Q3: 719,100 shares; 2025Q4: 410,969 shares 410,969 $38M 0.03% -308,131 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,804 shares; 2024Q4: 221,849 shares; 2025Q1: 154,850 shares; 2025Q2: 134,418 shares; 2025Q3: 140,201 shares; 2025Q4: 154,728 shares 154,728 $37.6M 0.03% +14,527 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: 219,027 shares; 2024Q4: 221,396 shares; 2025Q1: 231,857 shares; 2025Q2: 243,345 shares; 2025Q3: 256,752 shares; 2025Q4: 272,382 shares 272,382 $37.6M 0.03% +15,630 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,248 shares; 2024Q4: 179,995 shares; 2025Q1: 280,945 shares; 2025Q2: 439,413 shares; 2025Q3: 823,785 shares; 2025Q4: 1,054,730 shares 1,054,730 $37.3M 0.03% +230,945 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,139 shares; 2024Q4: 260,007 shares; 2025Q1: 461,158 shares; 2025Q2: 391,573 shares; 2025Q3: 556,188 shares; 2025Q4: 535,790 shares 535,790 $37.2M 0.03% -20,398 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,950 shares; 2024Q4: 400,061 shares; 2025Q1: 402,565 shares; 2025Q2: 395,357 shares; 2025Q3: 368,795 shares; 2025Q4: 406,110 shares 406,110 $37.2M 0.03% +37,315 Timeline THRO 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 reported; 2024Q4: not reported; 2025Q1: 78,611 shares; 2025Q2: 854,164 shares; 2025Q3: 873,689 shares; 2025Q4: 963,086 shares 963,086 $37.1M 0.03% +89,397 Timeline XBI 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: 288,109 shares; 2024Q4: 206,738 shares; 2025Q1: 194,875 shares; 2025Q2: 202,900 shares; 2025Q3: 323,668 shares; 2025Q4: 304,503 shares 304,503 $37.1M 0.03% -19,165 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,063 shares; 2024Q4: 609,478 shares; 2025Q1: 575,874 shares; 2025Q2: 756,009 shares; 2025Q3: 847,910 shares; 2025Q4: 934,687 shares 934,687 $36.9M 0.03% +86,777 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,169 shares; 2024Q4: 353,067 shares; 2025Q1: 366,181 shares; 2025Q2: 305,462 shares; 2025Q3: 300,242 shares; 2025Q4: 234,698 shares 234,698 $36.8M 0.03% -65,544 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,724 shares; 2024Q4: 170,443 shares; 2025Q1: 191,223 shares; 2025Q2: 181,908 shares; 2025Q3: 197,731 shares; 2025Q4: 189,959 shares 189,959 $36.8M 0.03% -7,772 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: 604,729 shares; 2024Q4: 600,763 shares; 2025Q1: 633,192 shares; 2025Q2: 549,755 shares; 2025Q3: 709,927 shares; 2025Q4: 734,499 shares 734,499 $36.7M 0.03% +24,572 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: 570,548 shares; 2024Q4: 353,831 shares; 2025Q1: 409,838 shares; 2025Q2: 471,361 shares; 2025Q3: 648,389 shares; 2025Q4: 767,451 shares 767,451 $36.3M 0.03% +119,062 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: 175,854 shares; 2024Q4: 178,969 shares; 2025Q1: 196,031 shares; 2025Q2: 218,882 shares; 2025Q3: 317,876 shares; 2025Q4: 280,697 shares 280,697 $36.3M 0.03% -37,179 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,512 shares; 2024Q4: 124,939 shares; 2025Q1: 128,117 shares; 2025Q2: 129,986 shares; 2025Q3: 126,015 shares; 2025Q4: 127,089 shares 127,089 $36.2M 0.03% +1,074 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: 579,100 shares; 2024Q4: 399,136 shares; 2025Q1: 256,947 shares; 2025Q2: 564,502 shares; 2025Q3: 598,154 shares; 2025Q4: 639,748 shares 639,748 $36.2M 0.03% +41,594 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: 384,354 shares; 2024Q4: 382,917 shares; 2025Q1: 424,647 shares; 2025Q2: 475,801 shares; 2025Q3: 654,401 shares; 2025Q4: 813,251 shares 813,251 $36.2M 0.03% +158,850 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,466 shares; 2024Q4: 611,056 shares; 2025Q1: 680,380 shares; 2025Q2: 729,844 shares; 2025Q3: 734,114 shares; 2025Q4: 795,863 shares 795,863 $36.2M 0.03% +61,749 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: 130,841 shares; 2024Q4: 115,764 shares; 2025Q1: 102,268 shares; 2025Q2: 109,472 shares; 2025Q3: 161,248 shares; 2025Q4: 130,770 shares 130,770 $36M 0.03% -30,478 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,926 shares; 2024Q4: 246,627 shares; 2025Q1: 294,429 shares; 2025Q2: 290,993 shares; 2025Q3: 329,987 shares; 2025Q4: 359,014 shares 359,014 $35.9M 0.03% +29,027 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: 632,984 shares; 2024Q4: 664,917 shares; 2025Q1: 777,705 shares; 2025Q2: 789,691 shares; 2025Q3: 919,530 shares; 2025Q4: 958,623 shares 958,623 $35.8M 0.03% +39,093 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: 324,705 shares; 2024Q4: 267,964 shares; 2025Q1: 251,470 shares; 2025Q2: 243,558 shares; 2025Q3: 281,619 shares; 2025Q4: 247,196 shares 247,196 $35.8M 0.03% -34,423 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: 73,211 shares; 2024Q4: 87,797 shares; 2025Q1: 520,940 shares; 2025Q2: 1,008,750 shares; 2025Q3: 1,223,807 shares; 2025Q4: 1,339,979 shares 1,339,979 $35.8M 0.03% +116,172 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: 337,657 shares; 2024Q4: 381,427 shares; 2025Q1: 357,412 shares; 2025Q2: 286,418 shares; 2025Q3: 371,753 shares; 2025Q4: 279,207 shares 279,207 $35.6M 0.03% -92,546 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606,767 shares; 2024Q4: 571,672 shares; 2025Q1: 846,132 shares; 2025Q2: 892,076 shares; 2025Q3: 826,541 shares; 2025Q4: 984,961 shares 984,961 $35.5M 0.03% +158,420 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,781 shares; 2024Q4: 514,981 shares; 2025Q1: 546,255 shares; 2025Q2: 561,114 shares; 2025Q3: 647,536 shares; 2025Q4: 733,541 shares 733,541 $35.4M 0.03% +86,005 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: 224,503 shares; 2024Q4: 193,517 shares; 2025Q1: 182,758 shares; 2025Q2: 179,704 shares; 2025Q3: 177,428 shares; 2025Q4: 168,476 shares 168,476 $35.1M 0.03% -8,952 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: 29,878 shares; 2024Q4: 18,702 shares; 2025Q1: 60,715 shares; 2025Q2: 73,514 shares; 2025Q3: 83,978 shares; 2025Q4: 74,381 shares 74,381 $34.9M 0.03% -9,597 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: 103,462 shares; 2024Q4: 103,429 shares; 2025Q1: 101,696 shares; 2025Q2: 102,240 shares; 2025Q3: 112,821 shares; 2025Q4: 103,504 shares 103,504 $34.9M 0.03% -9,317 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,420 shares; 2024Q4: 353,427 shares; 2025Q1: 327,454 shares; 2025Q2: 325,179 shares; 2025Q3: 310,111 shares; 2025Q4: 305,723 shares 305,723 $34.8M 0.03% -4,388 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: 250,187 shares; 2024Q4: 249,229 shares; 2025Q1: 250,997 shares; 2025Q2: 276,375 shares; 2025Q3: 276,016 shares; 2025Q4: 297,883 shares 297,883 $34.6M 0.03% +21,867 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,201 shares; 2024Q4: 112,665 shares; 2025Q1: 115,905 shares; 2025Q2: 115,479 shares; 2025Q3: 152,841 shares; 2025Q4: 151,913 shares 151,913 $34.2M 0.03% -928 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: 107,886 shares; 2024Q4: 116,384 shares; 2025Q1: 123,052 shares; 2025Q2: 130,347 shares; 2025Q3: 125,122 shares; 2025Q4: 125,454 shares 125,454 $33.8M 0.03% +332 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,047 shares; 2024Q4: 304,083 shares; 2025Q1: 316,730 shares; 2025Q2: 345,796 shares; 2025Q3: 327,086 shares; 2025Q4: 315,642 shares 315,642 $33.7M 0.03% -11,444 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,950 shares; 2024Q4: 772,718 shares; 2025Q1: 654,710 shares; 2025Q2: 705,696 shares; 2025Q3: 803,453 shares; 2025Q4: 665,367 shares 665,367 $33.6M 0.03% -138,086 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: 198,127 shares; 2024Q4: 192,557 shares; 2025Q1: 166,212 shares; 2025Q2: 174,565 shares; 2025Q3: 196,842 shares; 2025Q4: 190,291 shares 190,291 $33.4M 0.03% -6,551 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,835 shares; 2024Q4: 22,433 shares; 2025Q1: 628,087 shares; 2025Q2: 486,463 shares; 2025Q3: 482,596 shares; 2025Q4: 510,499 shares 510,499 $33.1M 0.03% +27,903 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,803 shares; 2024Q4: 249,275 shares; 2025Q1: 274,566 shares; 2025Q2: 269,777 shares; 2025Q3: 251,181 shares; 2025Q4: 239,774 shares 239,774 $33M 0.03% -11,407 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,255 shares; 2024Q4: 530,370 shares; 2025Q1: 514,208 shares; 2025Q2: 423,798 shares; 2025Q3: 421,367 shares; 2025Q4: 371,448 shares 371,448 $33M 0.03% -49,919 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,019 shares; 2024Q4: 410,528 shares; 2025Q1: 478,169 shares; 2025Q2: 514,484 shares; 2025Q3: 401,994 shares; 2025Q4: 311,852 shares 311,852 $33M 0.03% -90,142 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,319 shares; 2024Q4: 196,578 shares; 2025Q1: 281,825 shares; 2025Q2: 365,821 shares; 2025Q3: 307,023 shares; 2025Q4: 289,736 shares 289,736 $32.8M 0.03% -17,287 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: 362,993 shares; 2024Q4: 174,366 shares; 2025Q1: 163,871 shares; 2025Q2: 117,591 shares; 2025Q3: 114,759 shares; 2025Q4: 145,367 shares 145,367 $32.8M 0.03% +30,608 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,289 shares; 2024Q4: 74,583 shares; 2025Q1: 71,793 shares; 2025Q2: 75,783 shares; 2025Q3: 78,698 shares; 2025Q4: 108,680 shares 108,680 $32.7M 0.03% +29,982 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,956 shares; 2024Q4: 507,150 shares; 2025Q1: 481,934 shares; 2025Q2: 477,800 shares; 2025Q3: 474,408 shares; 2025Q4: 443,338 shares 443,338 $32.7M 0.03% -31,070 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: 523,458 shares; 2024Q4: 563,562 shares; 2025Q1: 598,733 shares; 2025Q2: 717,645 shares; 2025Q3: 849,232 shares; 2025Q4: 938,772 shares 938,772 $32.5M 0.03% +89,540 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267,186 shares; 2024Q4: 4,374,456 shares; 2025Q1: 5,161,987 shares; 2025Q2: 1,778,937 shares; 2025Q3: 1,705,322 shares; 2025Q4: 1,370,194 shares 1,370,194 $32.5M 0.03% -335,128 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,284 shares; 2024Q4: 94,579 shares; 2025Q1: 92,915 shares; 2025Q2: 96,416 shares; 2025Q3: 96,331 shares; 2025Q4: 99,618 shares 99,618 $32.2M 0.03% +3,287 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,547 shares; 2024Q4: 217,607 shares; 2025Q1: 207,431 shares; 2025Q2: 219,588 shares; 2025Q3: 212,635 shares; 2025Q4: 213,011 shares 213,011 $32.2M 0.03% +376 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,799 shares; 2024Q4: 231,012 shares; 2025Q1: 193,971 shares; 2025Q2: 205,731 shares; 2025Q3: 228,015 shares; 2025Q4: 251,592 shares 251,592 $32.1M 0.03% +23,577 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,438 shares; 2024Q4: 45,612 shares; 2025Q1: 47,593 shares; 2025Q2: 51,931 shares; 2025Q3: 129,905 shares; 2025Q4: 79,731 shares 79,731 $32M 0.03% -50,174 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,257 shares; 2024Q4: 1,287,791 shares; 2025Q1: 1,478,862 shares; 2025Q2: 1,224,976 shares; 2025Q3: 1,226,232 shares; 2025Q4: 1,184,855 shares 1,184,855 $31.9M 0.03% -41,377 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,214 shares; 2024Q4: 474,564 shares; 2025Q1: 482,604 shares; 2025Q2: 447,622 shares; 2025Q3: 421,237 shares; 2025Q4: 360,948 shares 360,948 $31.9M 0.03% -60,289 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887,672 shares; 2024Q4: 894,681 shares; 2025Q1: 907,803 shares; 2025Q2: 1,048,365 shares; 2025Q3: 881,860 shares; 2025Q4: 916,968 shares 916,968 $31.8M 0.03% +35,108 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,050 shares; 2024Q4: 320,565 shares; 2025Q1: 246,629 shares; 2025Q2: 226,578 shares; 2025Q3: 236,101 shares; 2025Q4: 221,753 shares 221,753 $31.8M 0.03% -14,348 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,521 shares; 2024Q4: 127,331 shares; 2025Q1: 132,661 shares; 2025Q2: 155,028 shares; 2025Q3: 163,434 shares; 2025Q4: 149,547 shares 149,547 $31.6M 0.03% -13,887 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,365 shares; 2024Q4: 503,357 shares; 2025Q1: 545,951 shares; 2025Q2: 567,247 shares; 2025Q3: 611,938 shares; 2025Q4: 601,401 shares 601,401 $31.6M 0.03% -10,537 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: 72,080 shares; 2024Q4: 74,754 shares; 2025Q1: 77,083 shares; 2025Q2: 69,157 shares; 2025Q3: 77,965 shares; 2025Q4: 97,565 shares 97,565 $31.5M 0.03% +19,600 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822,091 shares; 2024Q4: 805,510 shares; 2025Q1: 765,052 shares; 2025Q2: 694,233 shares; 2025Q3: 712,555 shares; 2025Q4: 802,173 shares 802,173 $31.4M 0.03% +89,618 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,930 shares; 2024Q4: 255,658 shares; 2025Q1: 251,404 shares; 2025Q2: 247,884 shares; 2025Q3: 244,078 shares; 2025Q4: 224,482 shares 224,482 $31.4M 0.03% -19,596 Timeline GCOW 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: 402,936 shares; 2024Q4: 554,500 shares; 2025Q1: 772,321 shares; 2025Q2: 710,176 shares; 2025Q3: 726,391 shares; 2025Q4: 760,178 shares 760,178 $31.3M 0.03% +33,787 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: 72,943 shares; 2024Q4: 76,031 shares; 2025Q1: 75,021 shares; 2025Q2: 112,853 shares; 2025Q3: 119,934 shares; 2025Q4: 123,761 shares 123,761 $31.3M 0.03% +3,827 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904,207 shares; 2024Q4: 1,581,205 shares; 2025Q1: 1,556,649 shares; 2025Q2: 1,522,890 shares; 2025Q3: 1,812,275 shares; 2025Q4: 1,809,766 shares 1,809,766 $31.1M 0.03% -2,509 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: 43,965 shares; 2024Q4: 43,698 shares; 2025Q1: 326,808 shares; 2025Q2: 177,099 shares; 2025Q3: 305,844 shares; 2025Q4: 332,109 shares 332,109 $31M 0.03% +26,265 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,224 shares; 2024Q4: 157,819 shares; 2025Q1: 168,093 shares; 2025Q2: 252,941 shares; 2025Q3: 208,911 shares; 2025Q4: 135,979 shares 135,979 $31M 0.03% -72,932 Timeline NLR 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: 11,470 shares; 2024Q4: 154,513 shares; 2025Q1: 182,400 shares; 2025Q2: 188,289 shares; 2025Q3: 223,771 shares; 2025Q4: 249,225 shares 249,225 $31M 0.03% +25,454 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,092 shares; 2024Q4: 50,256 shares; 2025Q1: 49,052 shares; 2025Q2: 52,233 shares; 2025Q3: 61,947 shares; 2025Q4: 60,390 shares 60,390 $30.8M 0.03% -1,557 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291,052 shares; 2025Q3: 407,386 shares; 2025Q4: 635,479 shares 635,479 $30.7M 0.03% +228,093 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: 562,547 shares; 2024Q4: 527,170 shares; 2025Q1: 618,348 shares; 2025Q2: 647,215 shares; 2025Q3: 624,208 shares; 2025Q4: 633,880 shares 633,880 $30.7M 0.03% +9,672 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,359 shares; 2024Q4: 78,100 shares; 2025Q1: 77,568 shares; 2025Q2: 77,102 shares; 2025Q3: 71,643 shares; 2025Q4: 62,627 shares 62,627 $30.7M 0.03% -9,016 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: 236,202 shares; 2024Q4: 262,785 shares; 2025Q1: 276,700 shares; 2025Q2: 251,059 shares; 2025Q3: 275,529 shares; 2025Q4: 318,400 shares 318,400 $30.7M 0.03% +42,871 Timeline JAVA 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: 169,063 shares; 2024Q4: 177,615 shares; 2025Q1: 214,168 shares; 2025Q2: 232,309 shares; 2025Q3: 373,210 shares; 2025Q4: 425,260 shares 425,260 $30.5M 0.03% +52,050 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,957 shares; 2024Q4: 239,103 shares; 2025Q1: 464,402 shares; 2025Q2: 487,921 shares; 2025Q3: 462,407 shares; 2025Q4: 452,715 shares 452,715 $30.5M 0.03% -9,692 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: 36,315 shares; 2024Q4: 303,174 shares; 2025Q1: 286,445 shares; 2025Q2: 206,300 shares; 2025Q3: 233,963 shares; 2025Q4: 254,366 shares 254,366 $30.4M 0.03% +20,403 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: 252,044 shares; 2024Q4: 254,760 shares; 2025Q1: 257,115 shares; 2025Q2: 263,838 shares; 2025Q3: 296,570 shares; 2025Q4: 312,001 shares 312,001 $30.2M 0.03% +15,431 Timeline SPHD 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: 121,705 shares; 2024Q4: 412,493 shares; 2025Q1: 250,666 shares; 2025Q2: 232,329 shares; 2025Q3: 248,405 shares; 2025Q4: 627,025 shares 627,025 $30.1M 0.03% +378,620 Timeline