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: 7,367,344 shares; 2024Q4: 7,273,395 shares; 2025Q1: 7,121,685 shares; 2025Q2: 6,942,139 shares; 2025Q3: 6,929,394 shares; 2025Q4: 7,006,744 shares 7,006,744 $4.8B 6.41% +77,350 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: 3,353,597 shares; 2024Q4: 3,314,168 shares; 2025Q1: 3,235,615 shares; 2025Q2: 3,216,626 shares; 2025Q3: 3,189,091 shares; 2025Q4: 3,128,634 shares 3,128,634 $2.13B 2.85% -60,457 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,194,319 shares; 2024Q4: 4,199,619 shares; 2025Q1: 4,174,002 shares; 2025Q2: 4,211,244 shares; 2025Q3: 4,260,123 shares; 2025Q4: 4,276,821 shares 4,276,821 $2.07B 2.76% +16,698 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: 9,354,506 shares; 2024Q4: 9,509,862 shares; 2025Q1: 9,790,107 shares; 2025Q2: 10,052,035 shares; 2025Q3: 10,232,709 shares; 2025Q4: 10,033,502 shares 10,033,502 $1.87B 2.5% -199,207 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: 7,090,708 shares; 2024Q4: 7,303,847 shares; 2025Q1: 6,840,730 shares; 2025Q2: 6,836,934 shares; 2025Q3: 7,031,344 shares; 2025Q4: 6,841,318 shares 6,841,318 $1.86B 2.48% -190,026 Timeline GOVT 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: 65,412,885 shares; 2024Q4: 66,956,719 shares; 2025Q1: 69,572,378 shares; 2025Q2: 69,120,041 shares; 2025Q3: 68,704,223 shares; 2025Q4: 71,006,495 shares 71,006,495 $1.63B 2.18% +2,302,272 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: 7,251,659 shares; 2024Q4: 8,877,878 shares; 2025Q1: 10,883,707 shares; 2025Q2: 15,245,913 shares; 2025Q3: 16,324,111 shares; 2025Q4: 17,557,183 shares 17,557,183 $1.57B 2.1% +1,233,072 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059,708 shares; 2024Q4: 2,006,364 shares; 2025Q1: 2,040,819 shares; 2025Q2: 2,032,668 shares; 2025Q3: 2,017,461 shares; 2025Q4: 2,049,157 shares 2,049,157 $1.29B 1.72% +31,696 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: 3,604,470 shares; 2024Q4: 3,581,536 shares; 2025Q1: 3,611,862 shares; 2025Q2: 3,626,927 shares; 2025Q3: 3,637,658 shares; 2025Q4: 3,620,244 shares 3,620,244 $1.14B 1.52% -17,414 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: 16,150,710 shares; 2024Q4: 15,715,945 shares; 2025Q1: 15,561,329 shares; 2025Q2: 15,402,656 shares; 2025Q3: 15,224,649 shares; 2025Q4: 15,046,016 shares 15,046,016 $1.05B 1.41% -178,633 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894,337 shares; 2024Q4: 2,915,323 shares; 2025Q1: 2,912,147 shares; 2025Q2: 2,964,271 shares; 2025Q3: 2,896,007 shares; 2025Q4: 2,965,463 shares 2,965,463 $1.03B 1.37% +69,456 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: 4,114,275 shares; 2024Q4: 4,190,147 shares; 2025Q1: 4,247,163 shares; 2025Q2: 4,387,901 shares; 2025Q3: 4,376,595 shares; 2025Q4: 4,398,002 shares 4,398,002 $1.02B 1.36% +21,407 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: 2,161,122 shares; 2024Q4: 2,171,569 shares; 2025Q1: 2,141,324 shares; 2025Q2: 2,105,585 shares; 2025Q3: 2,085,034 shares; 2025Q4: 2,088,999 shares 2,088,999 $989M 1.32% +3,965 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857,873 shares; 2024Q4: 2,870,965 shares; 2025Q1: 2,881,064 shares; 2025Q2: 2,896,798 shares; 2025Q3: 2,934,553 shares; 2025Q4: 3,006,468 shares 3,006,468 $969M 1.29% +71,915 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: 2,459,590 shares; 2024Q4: 2,464,564 shares; 2025Q1: 2,489,717 shares; 2025Q2: 2,546,012 shares; 2025Q3: 2,626,794 shares; 2025Q4: 2,599,928 shares 2,599,928 $814M 1.09% -26,866 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: 6,912,098 shares; 2024Q4: 7,108,515 shares; 2025Q1: 6,696,309 shares; 2025Q2: 6,935,731 shares; 2025Q3: 7,327,426 shares; 2025Q4: 7,640,520 shares 7,640,520 $763M 1.02% +313,094 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: 2,678,945 shares; 2024Q4: 2,655,289 shares; 2025Q1: 2,700,130 shares; 2025Q2: 2,875,248 shares; 2025Q3: 2,528,778 shares; 2025Q4: 4,674,923 shares 4,674,923 $673M 0.9% +2,146,145 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: 866,054 shares; 2024Q4: 901,242 shares; 2025Q1: 923,935 shares; 2025Q2: 941,299 shares; 2025Q3: 980,892 shares; 2025Q4: 998,921 shares 998,921 $659M 0.88% +18,029 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,279 shares; 2024Q4: 1,056,968 shares; 2025Q1: 1,050,914 shares; 2025Q2: 1,039,785 shares; 2025Q3: 1,072,428 shares; 2025Q4: 1,056,872 shares 1,056,872 $649M 0.87% -15,556 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,440,033 shares; 2024Q4: 9,339,551 shares; 2025Q1: 10,031,573 shares; 2025Q2: 8,903,842 shares; 2025Q3: 9,425,258 shares; 2025Q4: 9,267,499 shares 9,267,499 $612M 0.82% -157,759 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: 4,992,636 shares; 2024Q4: 5,140,324 shares; 2025Q1: 3,615,186 shares; 2025Q2: 3,133,113 shares; 2025Q3: 4,074,572 shares; 2025Q4: 4,644,219 shares 4,644,219 $558M 0.75% +569,647 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: 2,187,446 shares; 2024Q4: 2,067,354 shares; 2025Q1: 2,040,849 shares; 2025Q2: 2,181,263 shares; 2025Q3: 2,306,019 shares; 2025Q4: 2,402,270 shares 2,402,270 $549M 0.73% +96,251 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596,599 shares; 2024Q4: 1,597,417 shares; 2025Q1: 1,583,777 shares; 2025Q2: 1,568,196 shares; 2025Q3: 1,568,028 shares; 2025Q4: 1,561,123 shares 1,561,123 $548M 0.73% -6,905 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: 7,980,573 shares; 2024Q4: 10,021,492 shares; 2025Q1: 10,215,310 shares; 2025Q2: 8,120,889 shares; 2025Q3: 8,124,031 shares; 2025Q4: 9,983,743 shares 9,983,743 $547M 0.73% +1,859,712 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: 5,185,229 shares; 2024Q4: 4,566,845 shares; 2025Q1: 4,380,352 shares; 2025Q2: 3,294,369 shares; 2025Q3: 2,874,611 shares; 2025Q4: 2,757,713 shares 2,757,713 $528M 0.71% -116,898 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,447 shares; 2024Q4: 984,103 shares; 2025Q1: 991,751 shares; 2025Q2: 1,030,654 shares; 2025Q3: 1,055,272 shares; 2025Q4: 1,078,000 shares 1,078,000 $526M 0.7% +22,728 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: 7,490,142 shares; 2024Q4: 7,371,788 shares; 2025Q1: 7,673,359 shares; 2025Q2: 9,078,875 shares; 2025Q3: 9,399,697 shares; 2025Q4: 9,966,966 shares 9,966,966 $516M 0.69% +567,269 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: 3,014,465 shares; 2024Q4: 2,999,330 shares; 2025Q1: 3,050,713 shares; 2025Q2: 3,235,790 shares; 2025Q3: 3,322,739 shares; 2025Q4: 2,608,888 shares 2,608,888 $498M 0.67% -713,851 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: 2,202,074 shares; 2024Q4: 2,501,354 shares; 2025Q1: 2,300,795 shares; 2025Q2: 2,258,411 shares; 2025Q3: 2,238,926 shares; 2025Q4: 2,344,574 shares 2,344,574 $493M 0.66% +105,648 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: 2,652,851 shares; 2024Q4: 4,160,293 shares; 2025Q1: 4,797,591 shares; 2025Q2: 5,490,435 shares; 2025Q3: 5,814,190 shares; 2025Q4: 5,904,081 shares 5,904,081 $479M 0.64% +89,891 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: 1,118,562 shares; 2024Q4: 3,627,980 shares; 2025Q1: 4,305,812 shares; 2025Q2: 4,761,420 shares; 2025Q3: 5,360,821 shares; 2025Q4: 6,649,583 shares 6,649,583 $447M 0.6% +1,288,762 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,524 shares; 2024Q4: 46,414 shares; 2025Q1: 44,910 shares; 2025Q2: 44,950 shares; 2025Q3: 4,756,043 shares; 2025Q4: 4,754,512 shares 4,754,512 $431M 0.58% -1,531 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952,064 shares; 2024Q4: 3,907,496 shares; 2025Q1: 3,869,302 shares; 2025Q2: 3,793,235 shares; 2025Q3: 3,803,357 shares; 2025Q4: 3,848,857 shares 3,848,857 $429M 0.57% +45,500 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242,013 shares; 2024Q4: 2,241,341 shares; 2025Q1: 2,216,138 shares; 2025Q2: 2,225,104 shares; 2025Q3: 2,261,976 shares; 2025Q4: 2,315,021 shares 2,315,021 $425M 0.57% +53,045 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: 1,777,541 shares; 2024Q4: 1,582,260 shares; 2025Q1: 1,586,357 shares; 2025Q2: 1,554,159 shares; 2025Q3: 1,953,835 shares; 2025Q4: 2,030,131 shares 2,030,131 $420M 0.56% +76,296 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: 2,597,350 shares; 2024Q4: 2,644,855 shares; 2025Q1: 2,553,516 shares; 2025Q2: 3,734,466 shares; 2025Q3: 3,577,512 shares; 2025Q4: 3,510,771 shares 3,510,771 $413M 0.55% -66,741 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: 3,238,203 shares; 2024Q4: 3,372,742 shares; 2025Q1: 3,292,866 shares; 2025Q2: 3,482,235 shares; 2025Q3: 4,083,475 shares; 2025Q4: 4,253,168 shares 4,253,168 $408M 0.55% +169,693 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: 3,612,734 shares; 2024Q4: 3,674,764 shares; 2025Q1: 4,075,565 shares; 2025Q2: 3,954,909 shares; 2025Q3: 4,194,401 shares; 2025Q4: 4,180,346 shares 4,180,346 $402M 0.54% -14,055 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: 2,127,950 shares; 2024Q4: 2,310,264 shares; 2025Q1: 2,385,017 shares; 2025Q2: 2,369,649 shares; 2025Q3: 2,407,416 shares; 2025Q4: 2,476,887 shares 2,476,887 $397M 0.53% +69,471 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: 359,674 shares; 2024Q4: 366,786 shares; 2025Q1: 372,003 shares; 2025Q2: 377,078 shares; 2025Q3: 357,383 shares; 2025Q4: 366,767 shares 366,767 $394M 0.53% +9,384 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: 3,878,172 shares; 2024Q4: 3,701,493 shares; 2025Q1: 3,651,852 shares; 2025Q2: 3,648,836 shares; 2025Q3: 3,620,667 shares; 2025Q4: 3,937,384 shares 3,937,384 $375M 0.5% +316,717 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: 1,254,373 shares; 2024Q4: 1,179,195 shares; 2025Q1: 1,122,619 shares; 2025Q2: 1,091,505 shares; 2025Q3: 1,095,113 shares; 2025Q4: 1,052,118 shares 1,052,118 $362M 0.48% -42,995 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: 2,821,570 shares; 2024Q4: 3,093,349 shares; 2025Q1: 3,125,405 shares; 2025Q2: 3,087,466 shares; 2025Q3: 2,388,993 shares; 2025Q4: 2,279,806 shares 2,279,806 $353M 0.47% -109,187 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: 1,806,714 shares; 2024Q4: 1,795,693 shares; 2025Q1: 1,830,296 shares; 2025Q2: 1,812,958 shares; 2025Q3: 1,772,175 shares; 2025Q4: 1,804,248 shares 1,804,248 $352M 0.47% +32,073 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: 691,812 shares; 2024Q4: 708,797 shares; 2025Q1: 711,302 shares; 2025Q2: 742,840 shares; 2025Q3: 760,286 shares; 2025Q4: 778,386 shares 778,386 $350M 0.47% +18,100 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: 2,034,596 shares; 2024Q4: 2,458,278 shares; 2025Q1: 3,507,169 shares; 2025Q2: 3,747,086 shares; 2025Q3: 4,035,642 shares; 2025Q4: 4,311,098 shares 4,311,098 $332M 0.44% +275,456 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: 734,357 shares; 2024Q4: 698,407 shares; 2025Q1: 695,889 shares; 2025Q2: 682,343 shares; 2025Q3: 680,409 shares; 2025Q4: 642,101 shares 642,101 $323M 0.43% -38,308 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: 1,401,967 shares; 2024Q4: 1,454,819 shares; 2025Q1: 1,306,687 shares; 2025Q2: 1,203,829 shares; 2025Q3: 1,363,817 shares; 2025Q4: 1,259,829 shares 1,259,829 $310M 0.41% -103,988 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: 430,176 shares; 2025Q1: 393,839 shares; 2025Q2: 763,628 shares; 2025Q3: 1,676,637 shares; 2025Q4: 1,791,976 shares 1,791,976 $307M 0.41% +115,339 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: 275,675 shares; 2024Q4: 276,710 shares; 2025Q1: 270,265 shares; 2025Q2: 2,059,594 shares; 2025Q3: 2,409,738 shares; 2025Q4: 2,662,065 shares 2,662,065 $284M 0.38% +252,327 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: 236,401 shares; 2024Q4: 228,068 shares; 2025Q1: 231,179 shares; 2025Q2: 237,789 shares; 2025Q3: 220,873 shares; 2025Q4: 229,507 shares 229,507 $279M 0.37% +8,634 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: 761,471 shares; 2024Q4: 811,062 shares; 2025Q1: 846,424 shares; 2025Q2: 868,060 shares; 2025Q3: 897,464 shares; 2025Q4: 912,126 shares 912,126 $270M 0.36% +14,662 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: 1,776,293 shares; 2024Q4: 1,875,667 shares; 2025Q1: 1,985,302 shares; 2025Q2: 2,061,235 shares; 2025Q3: 2,140,358 shares; 2025Q4: 2,267,092 shares 2,267,092 $263M 0.35% +126,734 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: 2,225,245 shares; 2024Q4: 2,212,933 shares; 2025Q1: 2,224,293 shares; 2025Q2: 2,192,670 shares; 2025Q3: 2,192,096 shares; 2025Q4: 2,161,324 shares 2,161,324 $260M 0.35% -30,772 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: 1,117,388 shares; 2024Q4: 1,132,634 shares; 2025Q1: 1,156,136 shares; 2025Q2: 1,188,390 shares; 2025Q3: 1,202,894 shares; 2025Q4: 1,242,483 shares 1,242,483 $259M 0.35% +39,589 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: 217,335 shares; 2025Q1: 224,254 shares; 2025Q2: 227,334 shares; 2025Q3: 233,967 shares; 2025Q4: 241,949 shares 241,949 $259M 0.35% +7,982 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: 312,996 shares; 2024Q4: 308,539 shares; 2025Q1: 312,824 shares; 2025Q2: 311,828 shares; 2025Q3: 315,311 shares; 2025Q4: 290,254 shares 290,254 $250M 0.33% -25,057 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: 1,479,960 shares; 2024Q4: 1,489,162 shares; 2025Q1: 1,028,282 shares; 2025Q2: 986,273 shares; 2025Q3: 973,716 shares; 2025Q4: 905,519 shares 905,519 $246M 0.33% -68,197 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: 584,466 shares; 2024Q4: 632,766 shares; 2025Q1: 685,224 shares; 2025Q2: 722,572 shares; 2025Q3: 749,536 shares; 2025Q4: 725,519 shares 725,519 $243M 0.32% -24,017 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: 2,440,604 shares; 2024Q4: 2,623,849 shares; 2025Q1: 2,811,359 shares; 2025Q2: 3,342,537 shares; 2025Q3: 3,456,215 shares; 2025Q4: 3,876,842 shares 3,876,842 $242M 0.32% +420,627 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: 843,497 shares; 2024Q4: 1,156,370 shares; 2025Q1: 2,125,007 shares; 2025Q2: 2,241,476 shares; 2025Q3: 2,409,915 shares; 2025Q4: 2,508,138 shares 2,508,138 $241M 0.32% +98,223 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: 908,883 shares; 2024Q4: 1,025,344 shares; 2025Q1: 2,178,385 shares; 2025Q2: 2,362,659 shares; 2025Q3: 2,445,692 shares; 2025Q4: 2,560,319 shares 2,560,319 $239M 0.32% +114,627 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: 490,422 shares; 2024Q4: 519,835 shares; 2025Q1: 576,278 shares; 2025Q2: 571,845 shares; 2025Q3: 583,915 shares; 2025Q4: 600,942 shares 600,942 $238M 0.32% +17,027 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789,862 shares; 2024Q4: 1,901,524 shares; 2025Q1: 1,997,544 shares; 2025Q2: 1,959,789 shares; 2025Q3: 1,982,993 shares; 2025Q4: 1,940,619 shares 1,940,619 $236M 0.32% -42,374 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: 942,060 shares; 2024Q4: 942,161 shares; 2025Q1: 968,061 shares; 2025Q2: 974,913 shares; 2025Q3: 985,992 shares; 2025Q4: 1,016,071 shares 1,016,071 $235M 0.31% +30,079 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: 2,360,627 shares; 2024Q4: 2,252,900 shares; 2025Q1: 2,219,734 shares; 2025Q2: 1,874,151 shares; 2025Q3: 1,936,307 shares; 2025Q4: 1,968,623 shares 1,968,623 $235M 0.31% +32,316 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: 2,480,734 shares; 2024Q4: 2,753,151 shares; 2025Q1: 2,749,051 shares; 2025Q2: 2,626,738 shares; 2025Q3: 2,853,959 shares; 2025Q4: 3,006,317 shares 3,006,317 $234M 0.31% +152,358 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011,423 shares; 2024Q4: 2,072,950 shares; 2025Q1: 2,218,180 shares; 2025Q2: 2,132,486 shares; 2025Q3: 2,238,696 shares; 2025Q4: 2,439,479 shares 2,439,479 $225M 0.3% +200,783 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: 4,734,312 shares; 2024Q4: 4,559,409 shares; 2025Q1: 4,583,686 shares; 2025Q2: 4,373,735 shares; 2025Q3: 4,869,015 shares; 2025Q4: 4,571,339 shares 4,571,339 $225M 0.3% -297,676 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: 3,460,795 shares; 2024Q4: 3,347,801 shares; 2025Q1: 2,136,260 shares; 2025Q2: 1,793,715 shares; 2025Q3: 1,653,142 shares; 2025Q4: 2,048,821 shares 2,048,821 $216M 0.29% +395,679 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014,539 shares; 2024Q4: 3,142,056 shares; 2025Q1: 3,006,133 shares; 2025Q2: 2,995,524 shares; 2025Q3: 3,025,665 shares; 2025Q4: 3,031,436 shares 3,031,436 $210M 0.28% +5,771 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: 1,609,504 shares; 2024Q4: 1,645,689 shares; 2025Q1: 1,583,256 shares; 2025Q2: 1,397,687 shares; 2025Q3: 1,403,222 shares; 2025Q4: 1,368,610 shares 1,368,610 $209M 0.28% -34,612 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: 1,036,238 shares; 2024Q4: 2,230,934 shares; 2025Q1: 1,454,685 shares; 2025Q2: 2,704,304 shares; 2025Q3: 2,731,659 shares; 2025Q4: 2,783,045 shares 2,783,045 $206M 0.28% +51,386 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: 461,651 shares; 2024Q4: 479,857 shares; 2025Q1: 482,432 shares; 2025Q2: 472,205 shares; 2025Q3: 478,781 shares; 2025Q4: 485,010 shares 485,010 $205M 0.27% +6,229 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: 3,506,749 shares; 2024Q4: 2,743,536 shares; 2025Q1: 3,032,043 shares; 2025Q2: 2,663,580 shares; 2025Q3: 2,647,785 shares; 2025Q4: 2,298,612 shares 2,298,612 $190M 0.25% -349,173 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: 951,787 shares; 2024Q4: 923,630 shares; 2025Q1: 899,372 shares; 2025Q2: 863,502 shares; 2025Q3: 860,215 shares; 2025Q4: 857,525 shares 857,525 $188M 0.25% -2,690 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: 583,780 shares; 2024Q4: 551,235 shares; 2025Q1: 534,782 shares; 2025Q2: 551,008 shares; 2025Q3: 570,557 shares; 2025Q4: 588,902 shares 588,902 $188M 0.25% +18,345 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,120 shares; 2024Q4: 829,030 shares; 2025Q1: 874,538 shares; 2025Q2: 877,796 shares; 2025Q3: 912,426 shares; 2025Q4: 992,463 shares 992,463 $183M 0.24% +80,037 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: 1,076,221 shares; 2024Q4: 1,030,992 shares; 2025Q1: 1,043,494 shares; 2025Q2: 1,042,312 shares; 2025Q3: 1,003,549 shares; 2025Q4: 1,032,045 shares 1,032,045 $177M 0.24% +28,496 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: 257,235 shares; 2024Q4: 262,700 shares; 2025Q1: 194,640 shares; 2025Q2: 188,570 shares; 2025Q3: 186,582 shares; 2025Q4: 1,821,380 shares 1,821,380 $171M 0.23% +1,634,798 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: 1,261,359 shares; 2024Q4: 1,238,829 shares; 2025Q1: 1,228,527 shares; 2025Q2: 1,215,746 shares; 2025Q3: 1,230,230 shares; 2025Q4: 1,184,778 shares 1,184,778 $170M 0.23% -45,452 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: 405,136 shares; 2024Q4: 452,883 shares; 2025Q1: 411,838 shares; 2025Q2: 418,739 shares; 2025Q3: 417,587 shares; 2025Q4: 454,079 shares 454,079 $170M 0.23% +36,492 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: 1,519,970 shares; 2024Q4: 1,197,065 shares; 2025Q1: 1,207,902 shares; 2025Q2: 1,662,888 shares; 2025Q3: 1,683,327 shares; 2025Q4: 1,730,256 shares 1,730,256 $166M 0.22% +46,929 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: 3,231,985 shares; 2024Q4: 2,510,755 shares; 2025Q1: 2,431,752 shares; 2025Q2: 2,411,756 shares; 2025Q3: 2,287,015 shares; 2025Q4: 2,259,439 shares 2,259,439 $166M 0.22% -27,576 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: 1,173,340 shares; 2024Q4: 1,383,420 shares; 2025Q1: 1,131,265 shares; 2025Q2: 1,812,600 shares; 2025Q3: 1,825,854 shares; 2025Q4: 2,066,909 shares 2,066,909 $163M 0.22% +241,055 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: 209,442 shares; 2024Q4: 208,226 shares; 2025Q1: 208,786 shares; 2025Q2: 197,084 shares; 2025Q3: 187,875 shares; 2025Q4: 184,480 shares 184,480 $162M 0.22% -3,395 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: 1,150,572 shares; 2024Q4: 1,195,080 shares; 2025Q1: 1,149,939 shares; 2025Q2: 1,165,722 shares; 2025Q3: 1,142,768 shares; 2025Q4: 1,135,305 shares 1,135,305 $160M 0.21% -7,463 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: 3,114,550 shares; 2024Q4: 3,122,045 shares; 2025Q1: 3,015,960 shares; 2025Q2: 2,877,009 shares; 2025Q3: 2,866,415 shares; 2025Q4: 2,886,496 shares 2,886,496 $159M 0.21% +20,081 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: 1,082,061 shares; 2024Q4: 1,060,547 shares; 2025Q1: 1,078,616 shares; 2025Q2: 1,072,899 shares; 2025Q3: 1,132,720 shares; 2025Q4: 1,185,160 shares 1,185,160 $157M 0.21% +52,440 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: 28,978 shares; 2024Q4: 29,569 shares; 2025Q1: 30,461 shares; 2025Q2: 31,312 shares; 2025Q3: 31,935 shares; 2025Q4: 29,262 shares 29,262 $157M 0.21% -2,673 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475,306 shares; 2024Q4: 1,413,727 shares; 2025Q1: 1,342,287 shares; 2025Q2: 1,319,288 shares; 2025Q3: 1,268,231 shares; 2025Q4: 1,244,882 shares 1,244,882 $156M 0.21% -23,349 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: 1,728,772 shares; 2024Q4: 560,680 shares; 2025Q1: 483,604 shares; 2025Q2: 545,820 shares; 2025Q3: 1,888,465 shares; 2025Q4: 3,651,926 shares 3,651,926 $156M 0.21% +1,763,461 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: 204,291 shares; 2024Q4: 203,781 shares; 2025Q1: 201,564 shares; 2025Q2: 548,441 shares; 2025Q3: 624,406 shares; 2025Q4: 640,050 shares 640,050 $155M 0.21% +15,644 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: 148,067 shares; 2024Q4: 153,998 shares; 2025Q1: 160,224 shares; 2025Q2: 166,310 shares; 2025Q3: 170,179 shares; 2025Q4: 174,852 shares 174,852 $154M 0.21% +4,673 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: 373,389 shares; 2024Q4: 369,823 shares; 2025Q1: 382,390 shares; 2025Q2: 386,523 shares; 2025Q3: 392,953 shares; 2025Q4: 392,462 shares 392,462 $153M 0.2% -491 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: 1,894,928 shares; 2024Q4: 2,418,074 shares; 2025Q1: 2,823,309 shares; 2025Q2: 2,385,555 shares; 2025Q3: 2,467,254 shares; 2025Q4: 2,645,203 shares 2,645,203 $153M 0.2% +177,949 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: 269,817 shares; 2024Q4: 271,868 shares; 2025Q1: 273,365 shares; 2025Q2: 280,883 shares; 2025Q3: 295,219 shares; 2025Q4: 308,023 shares 308,023 $149M 0.2% +12,804 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: 1,443,123 shares; 2024Q4: 1,301,929 shares; 2025Q1: 1,292,120 shares; 2025Q2: 1,117,671 shares; 2025Q3: 1,105,684 shares; 2025Q4: 1,032,141 shares 1,032,141 $148M 0.2% -73,543 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: 320,390 shares; 2024Q4: 673,767 shares; 2025Q1: 769,553 shares; 2025Q2: 758,262 shares; 2025Q3: 777,399 shares; 2025Q4: 793,903 shares 793,903 $146M 0.2% +16,504 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153,859 shares; 2024Q4: 1,191,099 shares; 2025Q1: 1,229,043 shares; 2025Q2: 1,189,481 shares; 2025Q3: 1,165,761 shares; 2025Q4: 1,169,463 shares 1,169,463 $144M 0.19% +3,702 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: 1,131,067 shares; 2024Q4: 1,064,489 shares; 2025Q1: 1,076,627 shares; 2025Q2: 1,124,655 shares; 2025Q3: 1,085,478 shares; 2025Q4: 1,203,860 shares 1,203,860 $144M 0.19% +118,382 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684,425 shares; 2024Q4: 664,322 shares; 2025Q1: 653,774 shares; 2025Q2: 582,864 shares; 2025Q3: 582,910 shares; 2025Q4: 515,893 shares 515,893 $143M 0.19% -67,017 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: 660,278 shares; 2024Q4: 648,395 shares; 2025Q1: 646,187 shares; 2025Q2: 629,316 shares; 2025Q3: 471,381 shares; 2025Q4: 434,301 shares 434,301 $142M 0.19% -37,080 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: 256,440 shares; 2024Q4: 243,923 shares; 2025Q1: 705,491 shares; 2025Q2: 813,753 shares; 2025Q3: 1,000,772 shares; 2025Q4: 1,538,680 shares 1,538,680 $141M 0.19% +537,908 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: 5,074,428 shares; 2024Q4: 5,121,320 shares; 2025Q1: 5,317,318 shares; 2025Q2: 5,400,197 shares; 2025Q3: 5,530,712 shares; 2025Q4: 5,694,478 shares 5,694,478 $141M 0.19% +163,766 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: 1,842,347 shares; 2024Q4: 1,901,708 shares; 2025Q1: 1,830,654 shares; 2025Q2: 1,774,426 shares; 2025Q3: 1,492,813 shares; 2025Q4: 1,409,928 shares 1,409,928 $141M 0.19% -82,885 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: 278,842 shares; 2024Q4: 274,579 shares; 2025Q1: 271,093 shares; 2025Q2: 270,443 shares; 2025Q3: 252,887 shares; 2025Q4: 246,521 shares 246,521 $141M 0.19% -6,366 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: 534,862 shares; 2024Q4: 537,265 shares; 2025Q1: 562,717 shares; 2025Q2: 534,240 shares; 2025Q3: 567,795 shares; 2025Q4: 480,133 shares 480,133 $139M 0.19% -87,662 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: 159,085 shares; 2024Q4: 158,789 shares; 2025Q1: 164,912 shares; 2025Q2: 183,335 shares; 2025Q3: 180,383 shares; 2025Q4: 181,490 shares 181,490 $137M 0.18% +1,107 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: 914,772 shares; 2024Q4: 1,584,861 shares; 2025Q1: 1,582,558 shares; 2025Q2: 1,536,059 shares; 2025Q3: 1,656,815 shares; 2025Q4: 1,701,641 shares 1,701,641 $136M 0.18% +44,826 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,590 shares; 2024Q4: 1,014,580 shares; 2025Q1: 1,020,447 shares; 2025Q2: 1,203,793 shares; 2025Q3: 1,475,445 shares; 2025Q4: 1,461,212 shares 1,461,212 $135M 0.18% -14,233 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: 938,967 shares; 2024Q4: 917,669 shares; 2025Q1: 957,836 shares; 2025Q2: 930,504 shares; 2025Q3: 938,746 shares; 2025Q4: 935,150 shares 935,150 $134M 0.18% -3,596 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,106 shares; 2024Q4: 19,740 shares; 2025Q1: 17,471 shares; 2025Q2: 534,558 shares; 2025Q3: 1,438,958 shares; 2025Q4: 1,847,410 shares 1,847,410 $134M 0.18% +408,452 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: 198,039 shares; 2024Q4: 174,479 shares; 2025Q1: 98,015 shares; 2025Q2: 159,278 shares; 2025Q3: 2,016,040 shares; 2025Q4: 1,025,328 shares 1,025,328 $132M 0.18% -990,712 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: 414,156 shares; 2024Q4: 421,463 shares; 2025Q1: 413,274 shares; 2025Q2: 422,069 shares; 2025Q3: 430,907 shares; 2025Q4: 435,189 shares 435,189 $132M 0.18% +4,282 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,463 shares; 2024Q4: 279,156 shares; 2025Q1: 300,837 shares; 2025Q2: 322,020 shares; 2025Q3: 343,238 shares; 2025Q4: 371,086 shares 371,086 $131M 0.18% +27,848 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: 451,043 shares; 2024Q4: 438,775 shares; 2025Q1: 424,463 shares; 2025Q2: 414,801 shares; 2025Q3: 425,185 shares; 2025Q4: 419,993 shares 419,993 $128M 0.17% -5,192 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,863 shares; 2024Q4: 307,753 shares; 2025Q1: 307,709 shares; 2025Q2: 298,084 shares; 2025Q3: 279,898 shares; 2025Q4: 274,057 shares 274,057 $128M 0.17% -5,841 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,581 shares; 2024Q4: 341,014 shares; 2025Q1: 386,199 shares; 2025Q2: 390,665 shares; 2025Q3: 402,357 shares; 2025Q4: 378,721 shares 378,721 $128M 0.17% -23,636 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: 1,075,014 shares; 2024Q4: 1,131,477 shares; 2025Q1: 1,267,794 shares; 2025Q2: 1,349,225 shares; 2025Q3: 1,422,988 shares; 2025Q4: 1,455,294 shares 1,455,294 $127M 0.17% +32,306 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: 441,105 shares; 2024Q4: 461,953 shares; 2025Q1: 498,057 shares; 2025Q2: 639,577 shares; 2025Q3: 544,054 shares; 2025Q4: 590,205 shares 590,205 $125M 0.17% +46,151 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: 1,288,427 shares; 2024Q4: 1,077,031 shares; 2025Q1: 1,052,941 shares; 2025Q2: 1,040,234 shares; 2025Q3: 1,022,021 shares; 2025Q4: 1,013,274 shares 1,013,274 $125M 0.17% -8,747 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: 744,563 shares; 2024Q4: 771,655 shares; 2025Q1: 769,741 shares; 2025Q2: 798,467 shares; 2025Q3: 832,614 shares; 2025Q4: 887,296 shares 887,296 $122M 0.16% +54,682 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: 2,208,369 shares; 2024Q4: 2,249,773 shares; 2025Q1: 2,187,203 shares; 2025Q2: 2,141,027 shares; 2025Q3: 2,300,750 shares; 2025Q4: 2,313,003 shares 2,313,003 $122M 0.16% +12,253 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: 215,451 shares; 2024Q4: 210,221 shares; 2025Q1: 216,063 shares; 2025Q2: 212,231 shares; 2025Q3: 214,498 shares; 2025Q4: 211,449 shares 211,449 $121M 0.16% -3,049 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: 587,958 shares; 2024Q4: 548,951 shares; 2025Q1: 531,294 shares; 2025Q2: 525,828 shares; 2025Q3: 505,033 shares; 2025Q4: 492,173 shares 492,173 $119M 0.16% -12,860 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: 400,298 shares; 2024Q4: 416,107 shares; 2025Q1: 428,572 shares; 2025Q2: 437,180 shares; 2025Q3: 442,929 shares; 2025Q4: 449,882 shares 449,882 $118M 0.16% +6,953 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: 1,627,565 shares; 2024Q4: 1,559,756 shares; 2025Q1: 1,676,167 shares; 2025Q2: 1,764,224 shares; 2025Q3: 1,859,008 shares; 2025Q4: 1,909,009 shares 1,909,009 $115M 0.15% +50,001 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: 1,669,034 shares; 2024Q4: 1,438,170 shares; 2025Q1: 1,337,118 shares; 2025Q2: 1,274,915 shares; 2025Q3: 1,335,464 shares; 2025Q4: 1,312,588 shares 1,312,588 $114M 0.15% -22,876 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: 1,400,271 shares; 2024Q4: 1,221,767 shares; 2025Q1: 1,202,852 shares; 2025Q2: 1,187,583 shares; 2025Q3: 1,093,535 shares; 2025Q4: 1,003,869 shares 1,003,869 $114M 0.15% -89,666 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: 778,277 shares; 2024Q4: 842,544 shares; 2025Q1: 972,991 shares; 2025Q2: 1,403,926 shares; 2025Q3: 1,592,895 shares; 2025Q4: 1,626,177 shares 1,626,177 $113M 0.15% +33,282 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: 435,315 shares; 2024Q4: 446,539 shares; 2025Q1: 461,308 shares; 2025Q2: 492,923 shares; 2025Q3: 521,266 shares; 2025Q4: 547,116 shares 547,116 $111M 0.15% +25,850 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: 413,154 shares; 2025Q1: 605,262 shares; 2025Q2: 658,251 shares; 2025Q3: 741,735 shares; 2025Q4: 845,404 shares 845,404 $111M 0.15% +103,669 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: 2,030,970 shares; 2024Q4: 2,214,046 shares; 2025Q1: 2,206,241 shares; 2025Q2: 2,183,614 shares; 2025Q3: 2,307,507 shares; 2025Q4: 2,182,279 shares 2,182,279 $110M 0.15% -125,228 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: 792,665 shares; 2024Q4: 825,382 shares; 2025Q1: 700,714 shares; 2025Q2: 992,574 shares; 2025Q3: 1,340,236 shares; 2025Q4: 1,530,782 shares 1,530,782 $109M 0.15% +190,546 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,117 shares; 2024Q4: 52,887 shares; 2025Q1: 45,686 shares; 2025Q2: 28,361 shares; 2025Q3: 27,441 shares; 2025Q4: 642,023 shares 642,023 $108M 0.14% +614,582 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,171 shares; 2024Q4: 560,757 shares; 2025Q1: 582,107 shares; 2025Q2: 602,743 shares; 2025Q3: 629,076 shares; 2025Q4: 663,857 shares 663,857 $107M 0.14% +34,781 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: 492,394 shares; 2024Q4: 464,914 shares; 2025Q1: 483,898 shares; 2025Q2: 449,593 shares; 2025Q3: 452,544 shares; 2025Q4: 413,837 shares 413,837 $107M 0.14% -38,707 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153,680 shares; 2024Q4: 3,543,398 shares; 2025Q1: 3,572,321 shares; 2025Q2: 3,761,756 shares; 2025Q3: 3,835,212 shares; 2025Q4: 3,871,578 shares 3,871,578 $106M 0.14% +36,366 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: 314,956 shares; 2024Q4: 337,841 shares; 2025Q1: 426,337 shares; 2025Q2: 453,786 shares; 2025Q3: 467,749 shares; 2025Q4: 464,215 shares 464,215 $106M 0.14% -3,534 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,515 shares; 2024Q4: 33,704 shares; 2025Q1: 43,719 shares; 2025Q2: 41,527 shares; 2025Q3: 49,733 shares; 2025Q4: 8,109,148 shares 8,109,148 $106M 0.14% +8,059,415 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: 720,253 shares; 2024Q4: 3,006,792 shares; 2025Q1: 3,215,418 shares; 2025Q2: 3,079,130 shares; 2025Q3: 3,215,099 shares; 2025Q4: 3,235,999 shares 3,235,999 $106M 0.14% +20,900 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,656 shares; 2024Q4: 466,523 shares; 2025Q1: 467,325 shares; 2025Q2: 453,404 shares; 2025Q3: 595,182 shares; 2025Q4: 539,296 shares 539,296 $105M 0.14% -55,886 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: 1,436,695 shares; 2024Q4: 1,118,094 shares; 2025Q1: 1,218,817 shares; 2025Q2: 1,015,230 shares; 2025Q3: 1,039,548 shares; 2025Q4: 1,025,587 shares 1,025,587 $104M 0.14% -13,961 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: 947,647 shares; 2024Q4: 950,208 shares; 2025Q1: 999,327 shares; 2025Q2: 1,028,036 shares; 2025Q3: 1,107,860 shares; 2025Q4: 1,233,840 shares 1,233,840 $103M 0.14% +125,980 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: 877,892 shares; 2024Q4: 854,001 shares; 2025Q1: 831,128 shares; 2025Q2: 810,035 shares; 2025Q3: 747,741 shares; 2025Q4: 737,711 shares 737,711 $103M 0.14% -10,030 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: 896,287 shares; 2024Q4: 1,177,651 shares; 2025Q1: 915,114 shares; 2025Q2: 902,647 shares; 2025Q3: 890,689 shares; 2025Q4: 954,626 shares 954,626 $102M 0.14% +63,937 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: 657,277 shares; 2024Q4: 631,229 shares; 2025Q1: 602,897 shares; 2025Q2: 599,415 shares; 2025Q3: 561,541 shares; 2025Q4: 565,029 shares 565,029 $100M 0.13% +3,488 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: 148,079 shares; 2024Q4: 144,882 shares; 2025Q1: 181,302 shares; 2025Q2: 236,269 shares; 2025Q3: 225,378 shares; 2025Q4: 213,403 shares 213,403 $99.4M 0.13% -11,975 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: 2,212,627 shares; 2024Q4: 2,082,844 shares; 2025Q1: 3,218,705 shares; 2025Q2: 3,456,782 shares; 2025Q3: 3,645,096 shares; 2025Q4: 2,393,859 shares 2,393,859 $97.5M 0.13% -1,251,237 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: 396,438 shares; 2024Q4: 422,598 shares; 2025Q1: 410,351 shares; 2025Q2: 536,640 shares; 2025Q3: 469,609 shares; 2025Q4: 365,583 shares 365,583 $96.8M 0.13% -104,026 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: 307,701 shares; 2024Q4: 298,464 shares; 2025Q1: 285,086 shares; 2025Q2: 286,456 shares; 2025Q3: 287,748 shares; 2025Q4: 287,465 shares 287,465 $96.8M 0.13% -283 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: 883,821 shares; 2024Q4: 914,204 shares; 2025Q1: 955,445 shares; 2025Q2: 972,752 shares; 2025Q3: 1,028,455 shares; 2025Q4: 1,224,130 shares 1,224,130 $95.3M 0.13% +195,675 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: 152,650 shares; 2024Q4: 160,818 shares; 2025Q1: 150,896 shares; 2025Q2: 152,589 shares; 2025Q3: 148,854 shares; 2025Q4: 203,145 shares 203,145 $95.2M 0.13% +54,291 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,027 shares; 2024Q4: 709,330 shares; 2025Q1: 1,260,419 shares; 2025Q2: 679,533 shares; 2025Q3: 676,290 shares; 2025Q4: 692,784 shares 692,784 $94.9M 0.13% +16,494 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: 2,439,288 shares; 2024Q4: 2,629,953 shares; 2025Q1: 2,797,009 shares; 2025Q2: 2,371,783 shares; 2025Q3: 2,458,183 shares; 2025Q4: 2,454,383 shares 2,454,383 $94.1M 0.13% -3,800 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: 55,246 shares; 2024Q4: 54,228 shares; 2025Q1: 114,793 shares; 2025Q2: 129,065 shares; 2025Q3: 132,072 shares; 2025Q4: 612,984 shares 612,984 $93.9M 0.13% +480,912 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: 1,252,431 shares; 2024Q4: 1,238,007 shares; 2025Q1: 1,197,706 shares; 2025Q2: 1,173,796 shares; 2025Q3: 1,167,279 shares; 2025Q4: 1,163,310 shares 1,163,310 $93.4M 0.12% -3,969 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: 240,794 shares; 2024Q4: 248,092 shares; 2025Q1: 256,292 shares; 2025Q2: 260,572 shares; 2025Q3: 168,940 shares; 2025Q4: 164,178 shares 164,178 $93M 0.12% -4,762 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: 340,911 shares; 2024Q4: 329,333 shares; 2025Q1: 407,517 shares; 2025Q2: 436,202 shares; 2025Q3: 383,407 shares; 2025Q4: 342,285 shares 342,285 $91.8M 0.12% -41,122 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: 480,862 shares; 2024Q4: 567,940 shares; 2025Q1: 515,191 shares; 2025Q2: 537,000 shares; 2025Q3: 529,029 shares; 2025Q4: 513,894 shares 513,894 $91.3M 0.12% -15,135 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: 242,152 shares; 2024Q4: 239,808 shares; 2025Q1: 239,544 shares; 2025Q2: 244,588 shares; 2025Q3: 243,929 shares; 2025Q4: 241,380 shares 241,380 $89.3M 0.12% -2,549 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,190 shares; 2024Q4: 362,695 shares; 2025Q1: 382,485 shares; 2025Q2: 398,172 shares; 2025Q3: 410,862 shares; 2025Q4: 272,544 shares 272,544 $87.2M 0.12% -138,318 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: 568,947 shares; 2024Q4: 573,283 shares; 2025Q1: 586,515 shares; 2025Q2: 588,650 shares; 2025Q3: 664,499 shares; 2025Q4: 675,084 shares 675,084 $87.1M 0.12% +10,585 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: 1,439,376 shares; 2024Q4: 1,895,191 shares; 2025Q1: 1,878,866 shares; 2025Q2: 1,808,209 shares; 2025Q3: 1,576,824 shares; 2025Q4: 1,618,892 shares 1,618,892 $87M 0.12% +42,068 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: 616,056 shares; 2024Q4: 586,635 shares; 2025Q1: 584,435 shares; 2025Q2: 395,178 shares; 2025Q3: 328,602 shares; 2025Q4: 262,898 shares 262,898 $86.8M 0.12% -65,704 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: 281,862 shares; 2024Q4: 291,535 shares; 2025Q1: 279,009 shares; 2025Q2: 686,303 shares; 2025Q3: 687,855 shares; 2025Q4: 1,926,884 shares 1,926,884 $85.6M 0.11% +1,239,029 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: 735,700 shares; 2024Q4: 743,593 shares; 2025Q1: 741,561 shares; 2025Q2: 727,119 shares; 2025Q3: 723,601 shares; 2025Q4: 721,838 shares 721,838 $84.6M 0.11% -1,763 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: 5,289,659 shares; 2024Q4: 3,061,968 shares; 2025Q1: 3,197,985 shares; 2025Q2: 3,389,965 shares; 2025Q3: 2,825,612 shares; 2025Q4: 907,445 shares 907,445 $82.9M 0.11% -1,918,167 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: 739,963 shares; 2024Q4: 766,953 shares; 2025Q1: 751,768 shares; 2025Q2: 739,044 shares; 2025Q3: 701,651 shares; 2025Q4: 938,055 shares 938,055 $81.8M 0.11% +236,404 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982,409 shares; 2024Q4: 2,066,985 shares; 2025Q1: 2,023,870 shares; 2025Q2: 962,060 shares; 2025Q3: 917,525 shares; 2025Q4: 894,680 shares 894,680 $80.9M 0.11% -22,845 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 4,655 shares; 2025Q1: 4,511 shares; 2025Q2: 930,808 shares; 2025Q3: 908,359 shares; 2025Q4: 850,653 shares 850,653 $80M 0.11% -57,706 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,118 shares; 2024Q4: 340,176 shares; 2025Q1: 358,242 shares; 2025Q2: 378,892 shares; 2025Q3: 410,573 shares; 2025Q4: 446,708 shares 446,708 $79.8M 0.11% +36,135 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: 554,496 shares; 2024Q4: 553,431 shares; 2025Q1: 521,369 shares; 2025Q2: 533,855 shares; 2025Q3: 519,643 shares; 2025Q4: 518,836 shares 518,836 $79.7M 0.11% -807 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: 252,996 shares; 2024Q4: 283,627 shares; 2025Q1: 276,344 shares; 2025Q2: 257,550 shares; 2025Q3: 259,415 shares; 2025Q4: 281,923 shares 281,923 $78.7M 0.11% +22,508 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,714 shares; 2024Q4: 63,475 shares; 2025Q1: 38,681 shares; 2025Q2: 427,031 shares; 2025Q3: 569,020 shares; 2025Q4: 614,786 shares 614,786 $78.6M 0.1% +45,766 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,667 shares; 2024Q4: 182,828 shares; 2025Q1: 206,987 shares; 2025Q2: 212,275 shares; 2025Q3: 222,230 shares; 2025Q4: 231,280 shares 231,280 $77.8M 0.1% +9,050 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: 156,192 shares; 2024Q4: 153,777 shares; 2025Q1: 164,546 shares; 2025Q2: 268,033 shares; 2025Q3: 347,322 shares; 2025Q4: 353,209 shares 353,209 $77.6M 0.1% +5,887 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: 1,524,686 shares; 2024Q4: 1,602,296 shares; 2025Q1: 1,694,412 shares; 2025Q2: 1,612,013 shares; 2025Q3: 1,543,452 shares; 2025Q4: 1,660,550 shares 1,660,550 $77.3M 0.1% +117,098 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: 605,987 shares; 2024Q4: 577,324 shares; 2025Q1: 628,626 shares; 2025Q2: 422,130 shares; 2025Q3: 311,954 shares; 2025Q4: 297,143 shares 297,143 $76.4M 0.1% -14,811 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: 153,703 shares; 2024Q4: 156,862 shares; 2025Q1: 159,312 shares; 2025Q2: 168,435 shares; 2025Q3: 155,130 shares; 2025Q4: 156,038 shares 156,038 $75M 0.1% +908 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: 853,672 shares; 2024Q4: 929,901 shares; 2025Q1: 1,038,871 shares; 2025Q2: 1,154,612 shares; 2025Q3: 1,237,540 shares; 2025Q4: 1,319,555 shares 1,319,555 $74.4M 0.1% +82,015 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: 107,382 shares; 2024Q4: 110,611 shares; 2025Q1: 193,563 shares; 2025Q2: 192,988 shares; 2025Q3: 188,409 shares; 2025Q4: 173,314 shares 173,314 $73.9M 0.1% -15,095 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: 346,638 shares; 2024Q4: 318,865 shares; 2025Q1: 305,850 shares; 2025Q2: 314,614 shares; 2025Q3: 315,591 shares; 2025Q4: 345,048 shares 345,048 $73.9M 0.1% +29,457 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: 178,047 shares; 2024Q4: 192,153 shares; 2025Q1: 205,485 shares; 2025Q2: 208,262 shares; 2025Q3: 209,647 shares; 2025Q4: 206,345 shares 206,345 $73.7M 0.1% -3,302 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: 829,525 shares; 2024Q4: 849,568 shares; 2025Q1: 908,720 shares; 2025Q2: 981,534 shares; 2025Q3: 1,156,980 shares; 2025Q4: 1,211,670 shares 1,211,670 $73.7M 0.1% +54,690 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: 222,577 shares; 2024Q4: 228,334 shares; 2025Q1: 223,657 shares; 2025Q2: 223,564 shares; 2025Q3: 238,255 shares; 2025Q4: 237,149 shares 237,149 $73M 0.1% -1,106 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: 107,371 shares; 2024Q4: 112,677 shares; 2025Q1: 117,384 shares; 2025Q2: 122,839 shares; 2025Q3: 125,891 shares; 2025Q4: 120,928 shares 120,928 $73M 0.1% -4,963 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336,636 shares; 2024Q4: 1,506,161 shares; 2025Q1: 2,051,310 shares; 2025Q2: 2,179,501 shares; 2025Q3: 2,236,051 shares; 2025Q4: 2,117,437 shares 2,117,437 $72.5M 0.1% -118,614 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,725 shares; 2024Q4: 595,779 shares; 2025Q1: 621,839 shares; 2025Q2: 636,410 shares; 2025Q3: 591,739 shares; 2025Q4: 592,028 shares 592,028 $72M 0.1% +289 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: 392,442 shares; 2024Q4: 380,121 shares; 2025Q1: 359,487 shares; 2025Q2: 354,272 shares; 2025Q3: 326,593 shares; 2025Q4: 313,476 shares 313,476 $71.8M 0.1% -13,117 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: 463,060 shares; 2024Q4: 477,878 shares; 2025Q1: 498,949 shares; 2025Q2: 520,520 shares; 2025Q3: 481,167 shares; 2025Q4: 479,905 shares 479,905 $71.4M 0.1% -1,262 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: 314,244 shares; 2024Q4: 290,930 shares; 2025Q1: 291,395 shares; 2025Q2: 319,768 shares; 2025Q3: 327,412 shares; 2025Q4: 327,449 shares 327,449 $71.1M 0.09% +37 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: 373,609 shares; 2024Q4: 372,254 shares; 2025Q1: 374,788 shares; 2025Q2: 373,247 shares; 2025Q3: 380,101 shares; 2025Q4: 386,527 shares 386,527 $68.6M 0.09% +6,426 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: 375,792 shares; 2024Q4: 341,468 shares; 2025Q1: 314,523 shares; 2025Q2: 302,331 shares; 2025Q3: 294,003 shares; 2025Q4: 260,704 shares 260,704 $67.1M 0.09% -33,299 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: 590,301 shares; 2024Q4: 640,088 shares; 2025Q1: 696,314 shares; 2025Q2: 796,712 shares; 2025Q3: 867,293 shares; 2025Q4: 1,382,452 shares 1,382,452 $66.8M 0.09% +515,159 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: 141,461 shares; 2024Q4: 136,648 shares; 2025Q1: 130,229 shares; 2025Q2: 128,267 shares; 2025Q3: 117,437 shares; 2025Q4: 114,171 shares 114,171 $66.2M 0.09% -3,266 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088,018 shares; 2024Q4: 1,112,593 shares; 2025Q1: 991,964 shares; 2025Q2: 1,112,186 shares; 2025Q3: 1,131,010 shares; 2025Q4: 1,108,672 shares 1,108,672 $65.1M 0.09% -22,338 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,461 shares; 2024Q4: 240,796 shares; 2025Q1: 237,401 shares; 2025Q2: 225,893 shares; 2025Q3: 218,782 shares; 2025Q4: 225,411 shares 225,411 $65.1M 0.09% +6,629 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,888 shares; 2024Q4: 731,282 shares; 2025Q1: 1,001,054 shares; 2025Q2: 1,026,698 shares; 2025Q3: 1,090,954 shares; 2025Q4: 1,084,083 shares 1,084,083 $65M 0.09% -6,871 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: 1,536,785 shares; 2024Q4: 1,597,150 shares; 2025Q1: 1,578,323 shares; 2025Q2: 1,319,046 shares; 2025Q3: 1,291,462 shares; 2025Q4: 1,202,157 shares 1,202,157 $64.8M 0.09% -89,305 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: 42,997 shares; 2024Q4: 46,211 shares; 2025Q1: 59,901 shares; 2025Q2: 60,378 shares; 2025Q3: 60,657 shares; 2025Q4: 60,521 shares 60,521 $64.7M 0.09% -136 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: 2,109,219 shares; 2024Q4: 2,039,809 shares; 2025Q1: 2,018,964 shares; 2025Q2: 2,025,351 shares; 2025Q3: 2,038,244 shares; 2025Q4: 2,018,098 shares 2,018,098 $64.7M 0.09% -20,146 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: 96,106 shares; 2024Q4: 96,195 shares; 2025Q1: 90,465 shares; 2025Q2: 91,539 shares; 2025Q3: 93,206 shares; 2025Q4: 97,105 shares 97,105 $64.3M 0.09% +3,899 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: 215,391 shares; 2024Q4: 248,907 shares; 2025Q1: 281,242 shares; 2025Q2: 280,489 shares; 2025Q3: 442,894 shares; 2025Q4: 640,914 shares 640,914 $63.8M 0.09% +198,020 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,798 shares; 2024Q4: 434,683 shares; 2025Q1: 429,707 shares; 2025Q2: 433,706 shares; 2025Q3: 430,051 shares; 2025Q4: 439,522 shares 439,522 $62M 0.08% +9,471 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: 891,290 shares; 2024Q4: 715,261 shares; 2025Q1: 1,014,955 shares; 2025Q2: 743,105 shares; 2025Q3: 563,566 shares; 2025Q4: 562,788 shares 562,788 $62M 0.08% -778 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: 818,932 shares; 2024Q4: 1,025,705 shares; 2025Q1: 1,157,484 shares; 2025Q2: 1,172,718 shares; 2025Q3: 1,272,308 shares; 2025Q4: 1,412,930 shares 1,412,930 $61.7M 0.08% +140,622 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: 425,010 shares; 2024Q4: 389,487 shares; 2025Q1: 367,147 shares; 2025Q2: 385,501 shares; 2025Q3: 376,882 shares; 2025Q4: 381,288 shares 381,288 $61.4M 0.08% +4,406 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: 815,623 shares; 2024Q4: 785,216 shares; 2025Q1: 802,305 shares; 2025Q2: 795,021 shares; 2025Q3: 824,635 shares; 2025Q4: 724,276 shares 724,276 $61M 0.08% -100,359 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: 71,612 shares; 2024Q4: 70,787 shares; 2025Q1: 73,030 shares; 2025Q2: 74,841 shares; 2025Q3: 72,140 shares; 2025Q4: 73,869 shares 73,869 $60.6M 0.08% +1,729 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258,691 shares; 2024Q4: 2,970,968 shares; 2025Q1: 2,920,254 shares; 2025Q2: 2,894,643 shares; 2025Q3: 2,871,315 shares; 2025Q4: 2,403,874 shares 2,403,874 $59.9M 0.08% -467,441 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: 864,665 shares; 2024Q4: 919,242 shares; 2025Q1: 999,548 shares; 2025Q2: 1,149,013 shares; 2025Q3: 1,270,273 shares; 2025Q4: 1,343,337 shares 1,343,337 $59.8M 0.08% +73,064 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475,122 shares; 2024Q4: 1,376,053 shares; 2025Q1: 1,358,615 shares; 2025Q2: 1,340,817 shares; 2025Q3: 1,318,833 shares; 2025Q4: 1,295,517 shares 1,295,517 $59.7M 0.08% -23,316 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 55,831 shares; 2025Q1: 1,555,564 shares; 2025Q2: 1,730,942 shares; 2025Q3: 1,940,613 shares; 2025Q4: 1,960,511 shares 1,960,511 $59.1M 0.08% +19,898 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: 799,200 shares; 2024Q4: 1,256,992 shares; 2025Q1: 1,022,434 shares; 2025Q2: 987,226 shares; 2025Q3: 1,066,345 shares; 2025Q4: 1,094,346 shares 1,094,346 $59M 0.08% +28,001 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: 42,789 shares; 2024Q4: 46,566 shares; 2025Q1: 91,220 shares; 2025Q2: 111,790 shares; 2025Q3: 171,841 shares; 2025Q4: 171,376 shares 171,376 $58.8M 0.08% -465 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072,860 shares; 2024Q4: 1,192,891 shares; 2025Q1: 1,301,502 shares; 2025Q2: 1,319,368 shares; 2025Q3: 1,327,603 shares; 2025Q4: 1,195,525 shares 1,195,525 $58.8M 0.08% -132,078 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,779 shares; 2024Q4: 829,665 shares; 2025Q1: 858,957 shares; 2025Q2: 879,137 shares; 2025Q3: 983,816 shares; 2025Q4: 1,039,925 shares 1,039,925 $58M 0.08% +56,109 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: 885,624 shares 885,624 $57.9M 0.08% new 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: 179,176 shares; 2024Q4: 159,111 shares; 2025Q1: 150,742 shares; 2025Q2: 138,591 shares; 2025Q3: 131,942 shares; 2025Q4: 117,680 shares 117,680 $57.7M 0.08% -14,262 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: 209,919 shares; 2024Q4: 211,804 shares; 2025Q1: 223,970 shares; 2025Q2: 210,089 shares; 2025Q3: 143,864 shares; 2025Q4: 126,193 shares 126,193 $57.2M 0.08% -17,671 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736,739 shares; 2024Q4: 1,759,697 shares; 2025Q1: 1,811,343 shares; 2025Q2: 1,780,344 shares; 2025Q3: 1,768,022 shares; 2025Q4: 1,822,396 shares 1,822,396 $56.4M 0.08% +54,374 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: 183,880 shares; 2024Q4: 191,111 shares; 2025Q1: 185,283 shares; 2025Q2: 180,087 shares; 2025Q3: 176,959 shares; 2025Q4: 178,759 shares 178,759 $55.8M 0.07% +1,800 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: 705,874 shares; 2024Q4: 818,500 shares; 2025Q1: 891,711 shares; 2025Q2: 1,007,194 shares; 2025Q3: 1,021,923 shares; 2025Q4: 959,489 shares 959,489 $54.9M 0.07% -62,434 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: 173,726 shares; 2024Q4: 189,568 shares; 2025Q1: 174,652 shares; 2025Q2: 200,898 shares; 2025Q3: 210,570 shares; 2025Q4: 210,797 shares 210,797 $53.3M 0.07% +227 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,640 shares; 2024Q4: 787,795 shares; 2025Q1: 937,620 shares; 2025Q2: 1,092,532 shares; 2025Q3: 1,059,059 shares; 2025Q4: 1,119,138 shares 1,119,138 $53.2M 0.07% +60,079 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: 380,979 shares; 2024Q4: 366,130 shares; 2025Q1: 360,865 shares; 2025Q2: 361,146 shares; 2025Q3: 338,416 shares; 2025Q4: 286,260 shares 286,260 $53.1M 0.07% -52,156 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,942 shares; 2024Q4: 58,886 shares; 2025Q1: 68,693 shares; 2025Q2: 75,600 shares; 2025Q3: 80,387 shares; 2025Q4: 373,005 shares 373,005 $52.6M 0.07% +292,618 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: 695,637 shares; 2024Q4: 663,871 shares; 2025Q1: 569,323 shares; 2025Q2: 571,494 shares; 2025Q3: 571,343 shares; 2025Q4: 568,626 shares 568,626 $52.6M 0.07% -2,717 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: 368,864 shares; 2024Q4: 346,525 shares; 2025Q1: 304,980 shares; 2025Q2: 320,535 shares; 2025Q3: 348,525 shares; 2025Q4: 337,814 shares 337,814 $52.4M 0.07% -10,711 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654,890 shares; 2025Q4: 738,304 shares 738,304 $52.1M 0.07% +83,414 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: 68,857 shares; 2024Q4: 75,958 shares; 2025Q1: 74,171 shares; 2025Q2: 78,589 shares; 2025Q3: 77,438 shares; 2025Q4: 79,299 shares 79,299 $51.8M 0.07% +1,861 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967,294 shares; 2024Q4: 1,326,162 shares; 2025Q1: 1,235,134 shares; 2025Q2: 1,262,572 shares; 2025Q3: 1,281,747 shares; 2025Q4: 1,166,047 shares 1,166,047 $51.7M 0.07% -115,700 Timeline FLOT 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: 881,673 shares; 2024Q4: 1,030,346 shares; 2025Q1: 1,110,508 shares; 2025Q2: 1,054,300 shares; 2025Q3: 1,031,911 shares; 2025Q4: 1,015,112 shares 1,015,112 $51.6M 0.07% -16,799 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,795 shares; 2024Q4: 19,482 shares; 2025Q1: 19,143 shares; 2025Q2: 18,688 shares; 2025Q3: 19,912 shares; 2025Q4: 399,046 shares 399,046 $50.1M 0.07% +379,134 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: 152,890 shares; 2024Q4: 156,950 shares; 2025Q1: 159,700 shares; 2025Q2: 179,125 shares; 2025Q3: 229,015 shares; 2025Q4: 232,863 shares 232,863 $50M 0.07% +3,848 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,553 shares; 2024Q4: 843,989 shares; 2025Q1: 727,066 shares; 2025Q2: 712,470 shares; 2025Q3: 709,268 shares; 2025Q4: 673,331 shares 673,331 $49.9M 0.07% -35,937 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: 326,235 shares; 2024Q4: 336,402 shares; 2025Q1: 366,630 shares; 2025Q2: 422,307 shares; 2025Q3: 677,137 shares; 2025Q4: 775,009 shares 775,009 $49.9M 0.07% +97,872 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: 1,280,677 shares; 2024Q4: 1,269,023 shares; 2025Q1: 1,087,669 shares; 2025Q2: 1,069,280 shares; 2025Q3: 1,029,340 shares; 2025Q4: 932,673 shares 932,673 $49.8M 0.07% -96,667 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: 534,633 shares; 2024Q4: 538,745 shares; 2025Q1: 596,183 shares; 2025Q2: 566,757 shares; 2025Q3: 584,072 shares; 2025Q4: 608,150 shares 608,150 $49.7M 0.07% +24,078 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,090 shares; 2024Q4: 249,696 shares; 2025Q1: 263,768 shares; 2025Q2: 212,710 shares; 2025Q3: 155,259 shares; 2025Q4: 138,887 shares 138,887 $48.7M 0.07% -16,372 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357,325 shares; 2024Q4: 1,365,246 shares; 2025Q1: 1,368,182 shares; 2025Q2: 1,363,594 shares; 2025Q3: 1,348,312 shares; 2025Q4: 1,337,788 shares 1,337,788 $48.5M 0.06% -10,524 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: 225,543 shares; 2024Q4: 230,684 shares; 2025Q1: 221,825 shares; 2025Q2: 203,501 shares; 2025Q3: 214,208 shares; 2025Q4: 227,217 shares 227,217 $48.1M 0.06% +13,009 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: 1,275,691 shares; 2024Q4: 1,469,331 shares; 2025Q1: 1,525,169 shares; 2025Q2: 1,321,311 shares; 2025Q3: 1,287,224 shares; 2025Q4: 684,961 shares 684,961 $48M 0.06% -602,263 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: 179,866 shares; 2024Q4: 165,420 shares; 2025Q1: 175,485 shares; 2025Q2: 341,969 shares; 2025Q3: 427,151 shares; 2025Q4: 477,815 shares 477,815 $48M 0.06% +50,664 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,946 shares; 2024Q4: 581,845 shares; 2025Q1: 705,339 shares; 2025Q2: 845,946 shares; 2025Q3: 910,053 shares; 2025Q4: 917,412 shares 917,412 $47.7M 0.06% +7,359 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: 652,971 shares; 2024Q4: 329,466 shares; 2025Q1: 320,605 shares; 2025Q2: 510,370 shares; 2025Q3: 483,379 shares; 2025Q4: 431,410 shares 431,410 $47.6M 0.06% -51,969 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: 665,754 shares; 2024Q4: 675,528 shares; 2025Q1: 658,090 shares; 2025Q2: 643,700 shares; 2025Q3: 662,209 shares; 2025Q4: 666,334 shares 666,334 $47.3M 0.06% +4,125 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819,204 shares; 2024Q4: 1,766,481 shares; 2025Q1: 1,747,091 shares; 2025Q2: 1,683,315 shares; 2025Q3: 1,695,783 shares; 2025Q4: 1,712,149 shares 1,712,149 $47.1M 0.06% +16,366 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,490 shares; 2024Q4: 1,616,660 shares; 2025Q1: 1,588,189 shares; 2025Q2: 4,213,315 shares; 2025Q3: 4,681,093 shares; 2025Q4: 1,780,682 shares 1,780,682 $46.9M 0.06% -2,900,411 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,386 shares; 2024Q4: 17,834 shares; 2025Q1: 20,026 shares; 2025Q2: 277,707 shares; 2025Q3: 300,681 shares; 2025Q4: 320,597 shares 320,597 $45.6M 0.06% +19,916 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: 796,510 shares; 2024Q4: 688,965 shares; 2025Q1: 589,767 shares; 2025Q2: 574,711 shares; 2025Q3: 498,329 shares; 2025Q4: 474,898 shares 474,898 $44.5M 0.06% -23,431 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: 265,903 shares; 2024Q4: 231,676 shares; 2025Q1: 210,079 shares; 2025Q2: 299,188 shares; 2025Q3: 258,043 shares; 2025Q4: 198,411 shares 198,411 $44.2M 0.06% -59,632 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: 95,156 shares; 2024Q4: 92,842 shares; 2025Q1: 89,415 shares; 2025Q2: 83,868 shares; 2025Q3: 88,132 shares; 2025Q4: 84,186 shares 84,186 $44M 0.06% -3,946 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,448,892 shares; 2025Q3: 1,448,892 shares; 2025Q4: 1,448,892 shares 1,448,892 $43.9M 0.06% 0 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: 456,084 shares; 2024Q4: 561,118 shares; 2025Q1: 501,990 shares; 2025Q2: 550,345 shares; 2025Q3: 612,996 shares; 2025Q4: 831,727 shares 831,727 $43.9M 0.06% +218,731 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: 312,772 shares; 2024Q4: 322,026 shares; 2025Q1: 341,809 shares; 2025Q2: 349,123 shares; 2025Q3: 359,233 shares; 2025Q4: 375,977 shares 375,977 $43.9M 0.06% +16,744 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,214 shares; 2024Q4: 28,274 shares; 2025Q1: 28,881 shares; 2025Q2: 289,493 shares; 2025Q3: 284,935 shares; 2025Q4: 283,974 shares 283,974 $43.5M 0.06% -961 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: 154,076 shares; 2024Q4: 154,003 shares; 2025Q1: 145,249 shares; 2025Q2: 144,241 shares; 2025Q3: 148,487 shares; 2025Q4: 149,486 shares 149,486 $43.4M 0.06% +999 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: 191,515 shares; 2024Q4: 185,396 shares; 2025Q1: 183,372 shares; 2025Q2: 144,412 shares; 2025Q3: 131,197 shares; 2025Q4: 122,259 shares 122,259 $42.8M 0.06% -8,938 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: 327,658 shares; 2024Q4: 272,041 shares; 2025Q1: 297,270 shares; 2025Q2: 318,910 shares; 2025Q3: 327,663 shares; 2025Q4: 335,022 shares 335,022 $42.8M 0.06% +7,359 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: 1,812,781 shares; 2024Q4: 1,982,316 shares; 2025Q1: 1,846,940 shares; 2025Q2: 1,899,046 shares; 2025Q3: 1,586,848 shares; 2025Q4: 1,693,691 shares 1,693,691 $42.6M 0.06% +106,843 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: 1,013,711 shares; 2024Q4: 1,048,152 shares; 2025Q1: 1,131,315 shares; 2025Q2: 761,807 shares; 2025Q3: 716,469 shares; 2025Q4: 704,963 shares 704,963 $42.4M 0.06% -11,506 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: 74,488 shares; 2024Q4: 83,338 shares; 2025Q1: 147,756 shares; 2025Q2: 269,704 shares; 2025Q3: 291,699 shares; 2025Q4: 336,503 shares 336,503 $42.4M 0.06% +44,804 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229,183 shares; 2024Q4: 1,967,318 shares; 2025Q1: 1,644,334 shares; 2025Q2: 1,384,220 shares; 2025Q3: 1,368,305 shares; 2025Q4: 1,445,128 shares 1,445,128 $42.3M 0.06% +76,823 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: 129,983 shares; 2024Q4: 120,219 shares; 2025Q1: 114,933 shares; 2025Q2: 120,646 shares; 2025Q3: 131,122 shares; 2025Q4: 147,588 shares 147,588 $42.1M 0.06% +16,466 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: 472,929 shares; 2024Q4: 510,203 shares; 2025Q1: 478,799 shares; 2025Q2: 498,984 shares; 2025Q3: 591,466 shares; 2025Q4: 490,907 shares 490,907 $42.1M 0.06% -100,559 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: 235,338 shares; 2024Q4: 248,568 shares; 2025Q1: 245,436 shares; 2025Q2: 256,758 shares; 2025Q3: 243,235 shares; 2025Q4: 241,151 shares 241,151 $41.8M 0.06% -2,084 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,006 shares; 2024Q4: 1,776,157 shares; 2025Q1: 1,946,735 shares; 2025Q2: 1,529,675 shares; 2025Q3: 1,581,800 shares; 2025Q4: 1,576,053 shares 1,576,053 $41.3M 0.06% -5,747 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: 445,365 shares; 2024Q4: 423,640 shares; 2025Q1: 423,663 shares; 2025Q2: 392,259 shares; 2025Q3: 349,773 shares; 2025Q4: 257,697 shares 257,697 $41.3M 0.06% -92,076 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,863 shares; 2024Q4: 228,744 shares; 2025Q1: 180,488 shares; 2025Q2: 190,959 shares; 2025Q3: 175,859 shares; 2025Q4: 163,597 shares 163,597 $41.1M 0.05% -12,262 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: 751,360 shares; 2024Q4: 672,773 shares; 2025Q1: 629,051 shares; 2025Q2: 607,063 shares; 2025Q3: 587,174 shares; 2025Q4: 517,977 shares 517,977 $40.9M 0.05% -69,197 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,367 shares; 2024Q4: 149,824 shares; 2025Q1: 141,892 shares; 2025Q2: 140,876 shares; 2025Q3: 136,390 shares; 2025Q4: 135,957 shares 135,957 $40.2M 0.05% -433 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: 26,335 shares; 2024Q4: 99,074 shares; 2025Q1: 107,443 shares; 2025Q2: 118,764 shares; 2025Q3: 124,440 shares; 2025Q4: 159,598 shares 159,598 $39.9M 0.05% +35,158 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: 138,703 shares; 2024Q4: 140,037 shares; 2025Q1: 134,676 shares; 2025Q2: 130,999 shares; 2025Q3: 126,867 shares; 2025Q4: 123,200 shares 123,200 $39.8M 0.05% -3,667 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: 903,355 shares; 2024Q4: 889,977 shares; 2025Q1: 852,094 shares; 2025Q2: 835,793 shares; 2025Q3: 819,440 shares; 2025Q4: 808,961 shares 808,961 $38.7M 0.05% -10,479 Timeline JPIE 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: 66,009 shares; 2024Q4: 125,973 shares; 2025Q1: 213,777 shares; 2025Q2: 367,919 shares; 2025Q3: 755,740 shares; 2025Q4: 835,817 shares 835,817 $38.7M 0.05% +80,077 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,244 shares; 2024Q4: 454,027 shares; 2025Q1: 425,800 shares; 2025Q2: 419,267 shares; 2025Q3: 406,954 shares; 2025Q4: 396,643 shares 396,643 $38.4M 0.05% -10,311 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: 587,881 shares; 2024Q4: 838,048 shares; 2025Q1: 705,065 shares; 2025Q2: 699,132 shares; 2025Q3: 784,837 shares; 2025Q4: 761,194 shares 761,194 $38.3M 0.05% -23,643 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: 387,110 shares; 2024Q4: 369,735 shares; 2025Q1: 360,175 shares; 2025Q2: 353,123 shares; 2025Q3: 310,337 shares; 2025Q4: 309,940 shares 309,940 $38M 0.05% -397 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: 31,059 shares; 2024Q4: 102,347 shares; 2025Q1: 171,532 shares; 2025Q2: 133,802 shares; 2025Q3: 127,601 shares; 2025Q4: 96,283 shares 96,283 $37.5M 0.05% -31,318 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: 176,242 shares; 2024Q4: 152,862 shares; 2025Q1: 149,692 shares; 2025Q2: 149,184 shares; 2025Q3: 145,493 shares; 2025Q4: 138,762 shares 138,762 $37.4M 0.05% -6,731 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: 130,540 shares; 2024Q4: 130,407 shares; 2025Q1: 124,401 shares; 2025Q2: 130,680 shares; 2025Q3: 128,207 shares; 2025Q4: 126,964 shares 126,964 $37.3M 0.05% -1,243 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,787 shares; 2024Q4: 216,076 shares; 2025Q1: 241,203 shares; 2025Q2: 243,976 shares; 2025Q3: 215,623 shares; 2025Q4: 262,973 shares 262,973 $37.2M 0.05% +47,350 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: 634,109 shares; 2024Q4: 589,768 shares; 2025Q1: 560,105 shares; 2025Q2: 545,117 shares; 2025Q3: 491,569 shares; 2025Q4: 831,691 shares 831,691 $37.2M 0.05% +340,122 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: 58 shares; 2024Q4: 59 shares; 2025Q1: 56 shares; 2025Q2: 54 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $37M 0.05% 0 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: 123,599 shares; 2024Q4: 114,108 shares; 2025Q1: 104,339 shares; 2025Q2: 107,995 shares; 2025Q3: 108,627 shares; 2025Q4: 104,123 shares 104,123 $36.6M 0.05% -4,504 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,893 shares; 2025Q3: 525,082 shares; 2025Q4: 484,196 shares 484,196 $36.5M 0.05% -40,886 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: 567,199 shares; 2024Q4: 539,717 shares; 2025Q1: 518,013 shares; 2025Q2: 511,032 shares; 2025Q3: 444,544 shares; 2025Q4: 476,082 shares 476,082 $36.5M 0.05% +31,538 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: 935,825 shares; 2024Q4: 941,309 shares; 2025Q1: 847,896 shares; 2025Q2: 843,519 shares; 2025Q3: 840,028 shares; 2025Q4: 775,506 shares 775,506 $36.3M 0.05% -64,522 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: 496,395 shares; 2024Q4: 517,974 shares; 2025Q1: 534,622 shares; 2025Q2: 539,151 shares; 2025Q3: 555,126 shares; 2025Q4: 769,271 shares 769,271 $36.2M 0.05% +214,145 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: 306,450 shares; 2024Q4: 316,270 shares; 2025Q1: 365,984 shares; 2025Q2: 627,280 shares; 2025Q3: 343,348 shares; 2025Q4: 326,604 shares 326,604 $36M 0.05% -16,744 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: 554,126 shares; 2024Q4: 556,945 shares; 2025Q1: 586,991 shares; 2025Q2: 524,427 shares; 2025Q3: 796,539 shares; 2025Q4: 807,029 shares 807,029 $35.9M 0.05% +10,490 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: 297,040 shares; 2024Q4: 297,886 shares; 2025Q1: 296,636 shares; 2025Q2: 295,778 shares; 2025Q3: 296,310 shares; 2025Q4: 118,439 shares 118,439 $35.8M 0.05% -177,871 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: 575,795 shares; 2024Q4: 563,234 shares; 2025Q1: 655,208 shares; 2025Q2: 661,648 shares; 2025Q3: 780,746 shares; 2025Q4: 695,164 shares 695,164 $35.4M 0.05% -85,582 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: 884,746 shares; 2024Q4: 816,882 shares; 2025Q1: 762,100 shares; 2025Q2: 751,350 shares; 2025Q3: 713,338 shares; 2025Q4: 654,548 shares 654,548 $35.2M 0.05% -58,790 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: 408,287 shares; 2024Q4: 455,302 shares; 2025Q1: 474,547 shares; 2025Q2: 481,741 shares; 2025Q3: 494,373 shares; 2025Q4: 345,675 shares 345,675 $34.7M 0.05% -148,698 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: 411,068 shares; 2024Q4: 168,411 shares; 2025Q1: 147,283 shares; 2025Q2: 159,707 shares; 2025Q3: 154,928 shares; 2025Q4: 152,442 shares 152,442 $34.4M 0.05% -2,486 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: 308,115 shares; 2024Q4: 517,372 shares; 2025Q1: 520,287 shares; 2025Q2: 536,817 shares; 2025Q3: 564,814 shares; 2025Q4: 572,494 shares 572,494 $34.3M 0.05% +7,680 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: 226,220 shares; 2024Q4: 214,534 shares; 2025Q1: 213,637 shares; 2025Q2: 209,022 shares; 2025Q3: 229,134 shares; 2025Q4: 222,314 shares 222,314 $34.3M 0.05% -6,820 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474,022 shares; 2024Q4: 1,621,562 shares; 2025Q1: 1,757,747 shares; 2025Q2: 1,714,251 shares; 2025Q3: 720,819 shares; 2025Q4: 482,772 shares 482,772 $33.8M 0.05% -238,047 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: 980,250 shares; 2024Q4: 549,438 shares; 2025Q1: 425,397 shares; 2025Q2: 391,129 shares; 2025Q3: 372,963 shares; 2025Q4: 347,451 shares 347,451 $33.7M 0.05% -25,512 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: 192,432 shares; 2024Q4: 188,406 shares; 2025Q1: 246,250 shares; 2025Q2: 262,281 shares; 2025Q3: 241,021 shares; 2025Q4: 249,381 shares 249,381 $33.7M 0.05% +8,360 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: 603,584 shares; 2024Q4: 515,240 shares; 2025Q1: 675,473 shares; 2025Q2: 549,804 shares; 2025Q3: 587,709 shares; 2025Q4: 578,402 shares 578,402 $33.6M 0.04% -9,307 Timeline FTLS 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: 478,741 shares; 2024Q4: 426,276 shares; 2025Q1: 421,986 shares; 2025Q2: 427,431 shares; 2025Q3: 428,276 shares; 2025Q4: 473,347 shares 473,347 $33.6M 0.04% +45,071 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: 44,034 shares; 2024Q4: 66,578 shares; 2025Q1: 72,775 shares; 2025Q2: 58,192 shares; 2025Q3: 64,769 shares; 2025Q4: 207,323 shares 207,323 $33.6M 0.04% +142,554 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,979 shares; 2024Q4: 189,853 shares; 2025Q1: 228,312 shares; 2025Q2: 524,098 shares; 2025Q3: 582,345 shares; 2025Q4: 666,352 shares 666,352 $33.3M 0.04% +84,007 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,014 shares; 2024Q4: 621,008 shares; 2025Q1: 840,182 shares; 2025Q2: 850,567 shares; 2025Q3: 848,203 shares; 2025Q4: 685,832 shares 685,832 $33M 0.04% -162,371 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 5,725 shares; 2025Q1: 5,417 shares; 2025Q2: 7,845 shares; 2025Q3: 274,363 shares; 2025Q4: 426,874 shares 426,874 $32.9M 0.04% +152,511 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: 569,505 shares; 2024Q4: 569,172 shares; 2025Q1: 600,595 shares; 2025Q2: 651,832 shares; 2025Q3: 680,372 shares; 2025Q4: 739,686 shares 739,686 $32.8M 0.04% +59,314 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,323 shares; 2024Q4: 555,419 shares; 2025Q1: 521,696 shares; 2025Q2: 475,846 shares; 2025Q3: 478,644 shares; 2025Q4: 470,710 shares 470,710 $32.8M 0.04% -7,934 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,663 shares; 2024Q4: 826,758 shares; 2025Q1: 854,417 shares; 2025Q2: 858,629 shares; 2025Q3: 836,345 shares; 2025Q4: 827,986 shares 827,986 $32.8M 0.04% -8,359 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: 30,891 shares; 2024Q4: 28,817 shares; 2025Q1: 55,249 shares; 2025Q2: 59,970 shares; 2025Q3: 61,054 shares; 2025Q4: 64,005 shares 64,005 $32.7M 0.04% +2,951 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,560 shares; 2025Q1: 30,007 shares; 2025Q2: 34,897 shares; 2025Q3: 396,443 shares; 2025Q4: 428,580 shares 428,580 $32.6M 0.04% +32,137 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,176 shares; 2024Q4: 76,392 shares; 2025Q1: 481,252 shares; 2025Q2: 489,704 shares; 2025Q3: 651,432 shares; 2025Q4: 708,135 shares 708,135 $32.4M 0.04% +56,703 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: 430,282 shares; 2024Q4: 301,087 shares; 2025Q1: 295,353 shares; 2025Q2: 731,634 shares; 2025Q3: 619,787 shares; 2025Q4: 337,176 shares 337,176 $31.7M 0.04% -282,611 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: 330,917 shares; 2024Q4: 315,574 shares; 2025Q1: 305,250 shares; 2025Q2: 306,111 shares; 2025Q3: 299,642 shares; 2025Q4: 273,212 shares 273,212 $31.5M 0.04% -26,430 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: 31,629 shares; 2024Q4: 49,572 shares; 2025Q1: 64,156 shares; 2025Q2: 82,784 shares; 2025Q3: 82,539 shares; 2025Q4: 89,024 shares 89,024 $31.4M 0.04% +6,485 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: 309,083 shares; 2024Q4: 340,343 shares; 2025Q1: 371,527 shares; 2025Q2: 358,984 shares; 2025Q3: 263,421 shares; 2025Q4: 157,959 shares 157,959 $31.4M 0.04% -105,462 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,173 shares; 2024Q4: 695,445 shares; 2025Q1: 689,120 shares; 2025Q2: 686,603 shares; 2025Q3: 760,907 shares; 2025Q4: 871,547 shares 871,547 $31.3M 0.04% +110,640 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: 24,748 shares; 2024Q4: 19,890 shares; 2025Q1: 17,530 shares; 2025Q2: 314,853 shares; 2025Q3: 319,187 shares; 2025Q4: 341,954 shares 341,954 $31.2M 0.04% +22,767 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: 266,174 shares; 2024Q4: 289,988 shares; 2025Q1: 303,387 shares; 2025Q2: 382,566 shares; 2025Q3: 415,123 shares; 2025Q4: 413,457 shares 413,457 $31M 0.04% -1,666 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,522 shares; 2024Q4: 70,147 shares; 2025Q1: 83,549 shares; 2025Q2: 94,910 shares; 2025Q3: 95,823 shares; 2025Q4: 98,524 shares 98,524 $31M 0.04% +2,701 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: 392,377 shares; 2024Q4: 245,879 shares; 2025Q1: 272,518 shares; 2025Q2: 337,466 shares; 2025Q3: 373,126 shares; 2025Q4: 379,922 shares 379,922 $30.6M 0.04% +6,796 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: 217,190 shares; 2024Q4: 220,532 shares; 2025Q1: 218,402 shares; 2025Q2: 210,066 shares; 2025Q3: 212,561 shares; 2025Q4: 211,474 shares 211,474 $30.6M 0.04% -1,087 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: 414,854 shares; 2024Q4: 402,262 shares; 2025Q1: 354,918 shares; 2025Q2: 359,110 shares; 2025Q3: 363,763 shares; 2025Q4: 355,433 shares 355,433 $30.2M 0.04% -8,330 Timeline INDA 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: 450,605 shares; 2024Q4: 575,505 shares; 2025Q1: 467,958 shares; 2025Q2: 442,133 shares; 2025Q3: 533,163 shares; 2025Q4: 551,737 shares 551,737 $29.8M 0.04% +18,574 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: 37,111 shares; 2024Q4: 59,303 shares; 2025Q1: 44,233 shares; 2025Q2: 38,949 shares; 2025Q3: 38,446 shares; 2025Q4: 38,441 shares 38,441 $29.7M 0.04% -5 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,171 shares; 2024Q4: 268,924 shares; 2025Q1: 236,885 shares; 2025Q2: 232,672 shares; 2025Q3: 228,641 shares; 2025Q4: 223,421 shares 223,421 $29.4M 0.04% -5,220 Timeline BLV 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: 170,832 shares; 2024Q4: 297,444 shares; 2025Q1: 195,716 shares; 2025Q2: 206,497 shares; 2025Q3: 218,167 shares; 2025Q4: 417,106 shares 417,106 $29M 0.04% +198,939 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: 418,608 shares; 2024Q4: 533,721 shares; 2025Q1: 532,739 shares; 2025Q2: 564,486 shares; 2025Q3: 585,007 shares; 2025Q4: 609,777 shares 609,777 $28.9M 0.04% +24,770 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: 432,404 shares 432,404 $28.3M 0.04% new 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: 250,317 shares; 2024Q4: 675,941 shares; 2025Q1: 1,141,224 shares; 2025Q2: 1,111,730 shares; 2025Q3: 1,064,169 shares; 2025Q4: 1,063,433 shares 1,063,433 $28.1M 0.04% -736 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: 576,829 shares; 2024Q4: 519,111 shares; 2025Q1: 435,866 shares; 2025Q2: 402,204 shares; 2025Q3: 319,443 shares; 2025Q4: 282,405 shares 282,405 $28M 0.04% -37,038 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: 159,952 shares; 2024Q4: 159,901 shares; 2025Q1: 159,584 shares; 2025Q2: 166,663 shares; 2025Q3: 147,355 shares; 2025Q4: 144,573 shares 144,573 $28M 0.04% -2,782 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: 150,146 shares; 2024Q4: 135,546 shares; 2025Q1: 112,828 shares; 2025Q2: 110,998 shares; 2025Q3: 112,608 shares; 2025Q4: 108,143 shares 108,143 $28M 0.04% -4,465 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: 97,470 shares; 2024Q4: 129,461 shares; 2025Q1: 118,136 shares; 2025Q2: 116,513 shares; 2025Q3: 119,434 shares; 2025Q4: 122,309 shares 122,309 $27.8M 0.04% +2,875 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: 86,479 shares; 2024Q4: 88,684 shares; 2025Q1: 77,605 shares; 2025Q2: 99,269 shares; 2025Q3: 95,138 shares; 2025Q4: 96,578 shares 96,578 $27.8M 0.04% +1,440 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: 67,512 shares; 2024Q4: 59,221 shares; 2025Q1: 59,025 shares; 2025Q2: 64,939 shares; 2025Q3: 70,712 shares; 2025Q4: 101,303 shares 101,303 $27.7M 0.04% +30,591 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,093 shares; 2024Q4: 134,166 shares; 2025Q1: 152,463 shares; 2025Q2: 154,622 shares; 2025Q3: 156,234 shares; 2025Q4: 168,861 shares 168,861 $27.5M 0.04% +12,627 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141,468 shares; 2024Q4: 1,124,005 shares; 2025Q1: 1,151,811 shares; 2025Q2: 1,136,637 shares; 2025Q3: 1,117,102 shares; 2025Q4: 1,133,191 shares 1,133,191 $27.5M 0.04% +16,089 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,286 shares; 2024Q4: 88,396 shares; 2025Q1: 87,211 shares; 2025Q2: 82,256 shares; 2025Q3: 82,027 shares; 2025Q4: 182,808 shares 182,808 $27.2M 0.04% +100,781 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: 563,373 shares; 2024Q4: 629,406 shares; 2025Q1: 455,652 shares; 2025Q2: 463,911 shares; 2025Q3: 482,160 shares; 2025Q4: 496,559 shares 496,559 $27.2M 0.04% +14,399 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: 335,040 shares; 2024Q4: 306,511 shares; 2025Q1: 326,823 shares; 2025Q2: 326,909 shares; 2025Q3: 323,426 shares; 2025Q4: 308,643 shares 308,643 $27M 0.04% -14,783 Timeline BILS 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: 142,186 shares; 2024Q4: 105,167 shares; 2025Q1: 164,250 shares; 2025Q2: 266,033 shares; 2025Q3: 259,488 shares; 2025Q4: 271,019 shares 271,019 $26.9M 0.04% +11,531 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,603 shares; 2024Q4: 206,266 shares; 2025Q1: 202,064 shares; 2025Q2: 221,187 shares; 2025Q3: 223,465 shares; 2025Q4: 214,680 shares 214,680 $26.8M 0.04% -8,785 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,818 shares; 2024Q4: 64,282 shares; 2025Q1: 59,081 shares; 2025Q2: 177,280 shares; 2025Q3: 216,896 shares; 2025Q4: 184,560 shares 184,560 $26.6M 0.04% -32,336 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: 291,967 shares; 2024Q4: 290,069 shares; 2025Q1: 286,358 shares; 2025Q2: 279,285 shares; 2025Q3: 285,854 shares; 2025Q4: 296,954 shares 296,954 $26.6M 0.04% +11,100 Timeline FPEI 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: 1,023,994 shares; 2024Q4: 1,065,892 shares; 2025Q1: 1,112,715 shares; 2025Q2: 1,209,178 shares; 2025Q3: 1,313,802 shares; 2025Q4: 1,357,577 shares 1,357,577 $26.3M 0.04% +43,775 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: 597,234 shares; 2024Q4: 560,623 shares; 2025Q1: 595,139 shares; 2025Q2: 599,546 shares; 2025Q3: 576,811 shares; 2025Q4: 539,031 shares 539,031 $26.1M 0.03% -37,780 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,042 shares; 2024Q4: 442,685 shares; 2025Q1: 444,662 shares; 2025Q2: 487,549 shares; 2025Q3: 537,184 shares; 2025Q4: 556,442 shares 556,442 $26.1M 0.03% +19,258 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: 96,411 shares; 2024Q4: 94,991 shares; 2025Q1: 94,137 shares; 2025Q2: 85,045 shares; 2025Q3: 83,537 shares; 2025Q4: 86,469 shares 86,469 $26M 0.03% +2,932 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,299 shares; 2024Q4: 696,487 shares; 2025Q1: 708,002 shares; 2025Q2: 693,230 shares; 2025Q3: 704,925 shares; 2025Q4: 742,841 shares 742,841 $26M 0.03% +37,916 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,376 shares; 2024Q4: 103,507 shares; 2025Q1: 122,400 shares; 2025Q2: 140,393 shares; 2025Q3: 161,677 shares; 2025Q4: 164,017 shares 164,017 $25.7M 0.03% +2,340 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,601 shares; 2024Q4: 104,533 shares; 2025Q1: 90,966 shares; 2025Q2: 214,314 shares; 2025Q3: 253,861 shares; 2025Q4: 249,744 shares 249,744 $25.7M 0.03% -4,117 Timeline IWN 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: 188,061 shares; 2024Q4: 189,040 shares; 2025Q1: 182,323 shares; 2025Q2: 148,989 shares; 2025Q3: 144,250 shares; 2025Q4: 141,404 shares 141,404 $25.6M 0.03% -2,846 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: 536,809 shares; 2024Q4: 581,472 shares; 2025Q1: 698,751 shares; 2025Q2: 218,184 shares; 2025Q3: 189,625 shares; 2025Q4: 170,089 shares 170,089 $25.6M 0.03% -19,536 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: 1,889,959 shares; 2024Q4: 1,682,086 shares; 2025Q1: 1,520,014 shares; 2025Q2: 1,387,402 shares; 2025Q3: 1,344,370 shares; 2025Q4: 855,017 shares 855,017 $25.6M 0.03% -489,353 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: 38,674 shares; 2024Q4: 33,608 shares; 2025Q1: 35,196 shares; 2025Q2: 33,476 shares; 2025Q3: 36,817 shares; 2025Q4: 37,669 shares 37,669 $25.4M 0.03% +852 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,973 shares; 2024Q4: 351,465 shares; 2025Q1: 353,622 shares; 2025Q2: 328,722 shares; 2025Q3: 325,953 shares; 2025Q4: 326,069 shares 326,069 $25.3M 0.03% +116 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,873 shares; 2024Q4: 154,607 shares; 2025Q1: 110,321 shares; 2025Q2: 109,552 shares; 2025Q3: 121,039 shares; 2025Q4: 116,106 shares 116,106 $25.2M 0.03% -4,933 Timeline EZM 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: 478,224 shares; 2024Q4: 448,601 shares; 2025Q1: 434,382 shares; 2025Q2: 416,759 shares; 2025Q3: 390,551 shares; 2025Q4: 374,935 shares 374,935 $25M 0.03% -15,616 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: 379,085 shares; 2024Q4: 386,267 shares; 2025Q1: 379,919 shares; 2025Q2: 385,216 shares; 2025Q3: 377,291 shares; 2025Q4: 414,060 shares 414,060 $24.9M 0.03% +36,769 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: 334,301 shares; 2024Q4: 364,151 shares; 2025Q1: 383,445 shares; 2025Q2: 390,837 shares; 2025Q3: 416,022 shares; 2025Q4: 437,251 shares 437,251 $24.8M 0.03% +21,229 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,285 shares; 2024Q4: 426,118 shares; 2025Q1: 144,968 shares; 2025Q2: 187,280 shares; 2025Q3: 179,024 shares; 2025Q4: 154,621 shares 154,621 $24.8M 0.03% -24,403 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: 317,471 shares; 2024Q4: 151,942 shares; 2025Q1: 176,263 shares; 2025Q2: 403,170 shares; 2025Q3: 427,284 shares; 2025Q4: 429,485 shares 429,485 $24.3M 0.03% +2,201 Timeline BUFD 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: 970,022 shares; 2024Q4: 1,110,894 shares; 2025Q1: 1,110,855 shares; 2025Q2: 1,128,503 shares; 2025Q3: 1,070,710 shares; 2025Q4: 858,571 shares 858,571 $24.2M 0.03% -212,139 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 92,936 shares; 2025Q1: 108,596 shares; 2025Q2: 105,195 shares; 2025Q3: 98,901 shares; 2025Q4: 71,109 shares 71,109 $24.1M 0.03% -27,792 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: 686,656 shares; 2024Q4: 693,761 shares; 2025Q1: 316,770 shares; 2025Q2: 291,270 shares; 2025Q3: 245,246 shares; 2025Q4: 213,082 shares 213,082 $24.1M 0.03% -32,164 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: 125,726 shares; 2024Q4: 129,802 shares; 2025Q1: 126,859 shares; 2025Q2: 117,919 shares; 2025Q3: 123,461 shares; 2025Q4: 115,126 shares 115,126 $24M 0.03% -8,335 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: 33,430 shares; 2024Q4: 36,735 shares; 2025Q1: 36,421 shares; 2025Q2: 34,306 shares; 2025Q3: 32,545 shares; 2025Q4: 62,398 shares 62,398 $23.9M 0.03% +29,853 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: 967,419 shares; 2024Q4: 812,065 shares; 2025Q1: 740,865 shares; 2025Q2: 693,864 shares; 2025Q3: 640,510 shares; 2025Q4: 644,040 shares 644,040 $23.8M 0.03% +3,530 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: 28,223 shares; 2025Q2: 561,507 shares; 2025Q3: 580,578 shares; 2025Q4: 611,906 shares 611,906 $23.6M 0.03% +31,328 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,360 shares; 2024Q4: 39,628 shares; 2025Q1: 38,252 shares; 2025Q2: 39,862 shares; 2025Q3: 32,557 shares; 2025Q4: 25,126 shares 25,126 $23.4M 0.03% -7,431 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: 201,953 shares; 2024Q4: 187,455 shares; 2025Q1: 207,452 shares; 2025Q2: 181,913 shares; 2025Q3: 156,168 shares; 2025Q4: 208,150 shares 208,150 $23.4M 0.03% +51,982 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,070 shares; 2024Q4: 8,314 shares; 2025Q1: 1,942 shares; 2025Q2: 73,642 shares; 2025Q3: 72,762 shares; 2025Q4: 55,939 shares 55,939 $23.3M 0.03% -16,823 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,022 shares; 2024Q4: 100,225 shares; 2025Q1: 85,820 shares; 2025Q2: 77,651 shares; 2025Q3: 73,202 shares; 2025Q4: 72,611 shares 72,611 $22.7M 0.03% -591 Timeline IGLD 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: 263,984 shares; 2025Q2: 288,146 shares; 2025Q3: 886,905 shares; 2025Q4: 903,290 shares 903,290 $22.6M 0.03% +16,385 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: 261,510 shares; 2025Q3: 628,457 shares; 2025Q4: 674,713 shares 674,713 $22.5M 0.03% +46,256 Timeline CATH 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: 238,209 shares; 2024Q4: 290,712 shares; 2025Q1: 277,647 shares; 2025Q2: 271,579 shares; 2025Q3: 272,350 shares; 2025Q4: 272,070 shares 272,070 $22.4M 0.03% -280 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: 130,720 shares; 2024Q4: 180,370 shares; 2025Q1: 162,695 shares; 2025Q2: 231,885 shares; 2025Q3: 261,594 shares; 2025Q4: 295,481 shares 295,481 $22.3M 0.03% +33,887 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: 220,695 shares; 2024Q4: 215,894 shares; 2025Q1: 247,679 shares; 2025Q2: 229,563 shares; 2025Q3: 242,079 shares; 2025Q4: 231,961 shares 231,961 $22.1M 0.03% -10,118 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: 83,754 shares; 2024Q4: 108,486 shares; 2025Q1: 111,063 shares; 2025Q2: 109,312 shares; 2025Q3: 109,622 shares; 2025Q4: 107,109 shares 107,109 $22M 0.03% -2,513 Timeline RWR 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: 226,502 shares; 2024Q4: 235,919 shares; 2025Q1: 235,525 shares; 2025Q2: 225,363 shares; 2025Q3: 227,728 shares; 2025Q4: 223,815 shares 223,815 $22M 0.03% -3,913 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,774 shares; 2024Q4: 325,824 shares; 2025Q1: 392,557 shares; 2025Q2: 421,065 shares; 2025Q3: 420,985 shares; 2025Q4: 435,348 shares 435,348 $22M 0.03% +14,363 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,436 shares; 2024Q4: 860,929 shares; 2025Q1: 852,481 shares; 2025Q2: 856,628 shares; 2025Q3: 847,836 shares; 2025Q4: 857,238 shares 857,238 $21.8M 0.03% +9,402 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: 59,425 shares; 2024Q4: 574,599 shares; 2025Q1: 1,694,994 shares; 2025Q2: 1,744,503 shares; 2025Q3: 121,911 shares; 2025Q4: 205,978 shares 205,978 $21.8M 0.03% +84,067 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,512 shares; 2024Q4: 484,264 shares; 2025Q1: 296,769 shares; 2025Q2: 332,853 shares; 2025Q3: 185,547 shares; 2025Q4: 190,005 shares 190,005 $21.6M 0.03% +4,458 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,331 shares; 2024Q4: 35,391 shares; 2025Q1: 44,928 shares; 2025Q2: 55,642 shares; 2025Q3: 54,999 shares; 2025Q4: 48,275 shares 48,275 $21.5M 0.03% -6,724 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: 940,739 shares; 2024Q4: 979,266 shares; 2025Q1: 975,958 shares; 2025Q2: 1,030,909 shares; 2025Q3: 1,054,805 shares; 2025Q4: 1,176,309 shares 1,176,309 $21.4M 0.03% +121,504 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,708 shares; 2024Q4: 161,163 shares; 2025Q1: 232,460 shares; 2025Q2: 213,289 shares; 2025Q3: 256,725 shares; 2025Q4: 265,197 shares 265,197 $21.3M 0.03% +8,472 Timeline TFI 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: 123,297 shares; 2024Q4: 124,230 shares; 2025Q1: 129,534 shares; 2025Q2: 303,170 shares; 2025Q3: 306,189 shares; 2025Q4: 464,285 shares 464,285 $21.2M 0.03% +158,096 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,090 shares; 2024Q4: 230,613 shares; 2025Q1: 233,030 shares; 2025Q2: 226,906 shares; 2025Q3: 235,408 shares; 2025Q4: 235,523 shares 235,523 $21.2M 0.03% +115 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: 18,353 shares; 2024Q4: 18,766 shares; 2025Q1: 20,385 shares; 2025Q2: 19,982 shares; 2025Q3: 24,972 shares; 2025Q4: 45,044 shares 45,044 $21.2M 0.03% +20,072 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,883 shares; 2024Q4: 9,986 shares; 2025Q1: 9,745 shares; 2025Q2: 9,699 shares; 2025Q3: 9,731 shares; 2025Q4: 9,854 shares 9,854 $21.1M 0.03% +123 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388,822 shares; 2024Q4: 1,372,424 shares; 2025Q1: 1,273,630 shares; 2025Q2: 1,011,690 shares; 2025Q3: 972,915 shares; 2025Q4: 676,170 shares 676,170 $21.1M 0.03% -296,745 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: 247,105 shares; 2024Q4: 330,687 shares; 2025Q1: 354,341 shares; 2025Q2: 539,344 shares; 2025Q3: 577,818 shares; 2025Q4: 563,550 shares 563,550 $21.1M 0.03% -14,268 Timeline FMB 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: 313,146 shares; 2024Q4: 319,710 shares; 2025Q1: 327,078 shares; 2025Q2: 371,440 shares; 2025Q3: 419,359 shares; 2025Q4: 411,226 shares 411,226 $21M 0.03% -8,133 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,161 shares; 2024Q4: 162,971 shares; 2025Q1: 162,476 shares; 2025Q2: 165,332 shares; 2025Q3: 170,531 shares; 2025Q4: 175,357 shares 175,357 $20.8M 0.03% +4,826 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: 356,894 shares; 2024Q4: 355,992 shares; 2025Q1: 380,118 shares; 2025Q2: 171,844 shares; 2025Q3: 126,346 shares; 2025Q4: 127,049 shares 127,049 $20.7M 0.03% +703 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: 411,809 shares; 2024Q4: 760,855 shares; 2025Q1: 740,339 shares; 2025Q2: 749,505 shares; 2025Q3: 788,085 shares; 2025Q4: 845,565 shares 845,565 $20.6M 0.03% +57,480 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,269 shares; 2024Q4: 752,264 shares; 2025Q1: 782,334 shares; 2025Q2: 932,751 shares; 2025Q3: 970,808 shares; 2025Q4: 712,339 shares 712,339 $20.5M 0.03% -258,469 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: 76,793 shares; 2024Q4: 85,839 shares; 2025Q1: 469,766 shares; 2025Q2: 93,453 shares; 2025Q3: 477,775 shares; 2025Q4: 447,913 shares 447,913 $20.4M 0.03% -29,862 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: 743,369 shares; 2024Q4: 457,505 shares; 2025Q1: 461,071 shares; 2025Q2: 377,085 shares; 2025Q3: 356,632 shares; 2025Q4: 319,425 shares 319,425 $20.4M 0.03% -37,207 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: 381,506 shares; 2024Q4: 338,760 shares; 2025Q1: 316,214 shares; 2025Q2: 308,003 shares; 2025Q3: 321,913 shares; 2025Q4: 302,059 shares 302,059 $20.2M 0.03% -19,854 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,350 shares; 2024Q4: 906,859 shares; 2025Q1: 881,521 shares; 2025Q2: 857,786 shares; 2025Q3: 824,837 shares; 2025Q4: 830,956 shares 830,956 $20.1M 0.03% +6,119 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: 131,809 shares; 2024Q4: 129,165 shares; 2025Q1: 118,618 shares; 2025Q2: 116,151 shares; 2025Q3: 117,328 shares; 2025Q4: 123,975 shares 123,975 $20.1M 0.03% +6,647 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: 278,921 shares; 2024Q4: 889,287 shares; 2025Q1: 844,983 shares; 2025Q2: 932,035 shares; 2025Q3: 748,428 shares; 2025Q4: 743,457 shares 743,457 $20M 0.03% -4,971 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105,303 shares; 2024Q4: 818,657 shares; 2025Q1: 817,349 shares; 2025Q2: 807,927 shares; 2025Q3: 805,813 shares; 2025Q4: 803,926 shares 803,926 $20M 0.03% -1,887 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,751 shares; 2024Q4: 187,788 shares; 2025Q1: 188,833 shares; 2025Q2: 186,536 shares; 2025Q3: 192,740 shares; 2025Q4: 154,849 shares 154,849 $19.9M 0.03% -37,891 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,613 shares; 2024Q4: 279,134 shares; 2025Q1: 280,297 shares; 2025Q2: 266,206 shares; 2025Q3: 268,138 shares; 2025Q4: 249,304 shares 249,304 $19.9M 0.03% -18,834 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: 45,330 shares; 2024Q4: 48,320 shares; 2025Q1: 52,301 shares; 2025Q2: 54,718 shares; 2025Q3: 37,672 shares; 2025Q4: 25,905 shares 25,905 $19.8M 0.03% -11,767 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,438 shares; 2024Q4: 38,780 shares; 2025Q1: 37,685 shares; 2025Q2: 37,948 shares; 2025Q3: 37,579 shares; 2025Q4: 51,268 shares 51,268 $19.8M 0.03% +13,689 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: 153,455 shares; 2024Q4: 148,795 shares; 2025Q1: 164,696 shares; 2025Q2: 174,551 shares; 2025Q3: 177,485 shares; 2025Q4: 187,408 shares 187,408 $19.8M 0.03% +9,923 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: 223,249 shares; 2024Q4: 233,515 shares; 2025Q1: 256,517 shares; 2025Q2: 258,138 shares; 2025Q3: 272,254 shares; 2025Q4: 276,391 shares 276,391 $19.7M 0.03% +4,137 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,274 shares; 2024Q4: 387,517 shares; 2025Q1: 390,936 shares; 2025Q2: 432,853 shares; 2025Q3: 433,709 shares; 2025Q4: 439,209 shares 439,209 $19.4M 0.03% +5,500 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,887 shares; 2024Q4: 350,283 shares; 2025Q1: 360,732 shares; 2025Q2: 337,973 shares; 2025Q3: 340,283 shares; 2025Q4: 328,356 shares 328,356 $19.2M 0.03% -11,927 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271,124 shares; 2025Q3: 323,463 shares; 2025Q4: 333,045 shares 333,045 $19.2M 0.03% +9,582 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: 129,991 shares; 2024Q4: 127,632 shares; 2025Q1: 138,138 shares; 2025Q2: 188,783 shares; 2025Q3: 190,481 shares; 2025Q4: 182,647 shares 182,647 $19.2M 0.03% -7,834 Timeline CWB 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: 196,010 shares; 2024Q4: 205,465 shares; 2025Q1: 231,260 shares; 2025Q2: 239,479 shares; 2025Q3: 215,808 shares; 2025Q4: 213,504 shares 213,504 $19M 0.03% -2,304 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: 230,024 shares; 2024Q4: 228,828 shares; 2025Q1: 230,437 shares; 2025Q2: 221,167 shares; 2025Q3: 160,364 shares; 2025Q4: 158,581 shares 158,581 $19M 0.03% -1,783 Timeline COWG 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: 239,195 shares; 2024Q4: 269,433 shares; 2025Q1: 370,547 shares; 2025Q2: 607,398 shares; 2025Q3: 529,424 shares; 2025Q4: 537,887 shares 537,887 $18.9M 0.03% +8,463 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 366,873 shares; 2025Q1: 456,975 shares; 2025Q2: 492,870 shares; 2025Q3: 545,689 shares; 2025Q4: 712,423 shares 712,423 $18.9M 0.03% +166,734 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: 45,115 shares; 2024Q4: 39,868 shares; 2025Q1: 34,131 shares; 2025Q2: 34,201 shares; 2025Q3: 32,270 shares; 2025Q4: 32,998 shares 32,998 $18.8M 0.03% +728 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,696 shares; 2024Q4: 94,324 shares; 2025Q1: 94,659 shares; 2025Q2: 92,378 shares; 2025Q3: 103,355 shares; 2025Q4: 111,860 shares 111,860 $18.8M 0.03% +8,505 Timeline FSIG 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: 508,424 shares; 2024Q4: 517,142 shares; 2025Q1: 602,457 shares; 2025Q2: 874,139 shares; 2025Q3: 919,250 shares; 2025Q4: 975,904 shares 975,904 $18.7M 0.03% +56,654 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,453 shares; 2024Q4: 178,754 shares; 2025Q1: 182,778 shares; 2025Q2: 178,395 shares; 2025Q3: 168,701 shares; 2025Q4: 133,587 shares 133,587 $18.6M 0.02% -35,114 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,100 shares; 2024Q4: 154,619 shares; 2025Q1: 125,601 shares; 2025Q2: 133,631 shares; 2025Q3: 130,699 shares; 2025Q4: 131,308 shares 131,308 $18.5M 0.02% +609 Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624,485 shares; 2024Q4: 1,623,485 shares; 2025Q1: 1,629,602 shares; 2025Q2: 1,629,602 shares; 2025Q3: 1,623,485 shares; 2025Q4: 1,623,485 shares 1,623,485 $18.3M 0.02% 0 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: 353,081 shares; 2024Q4: 351,018 shares; 2025Q1: 372,089 shares; 2025Q2: 386,710 shares; 2025Q3: 379,972 shares; 2025Q4: 400,006 shares 400,006 $18.2M 0.02% +20,034 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: 88,520 shares; 2024Q4: 433,328 shares; 2025Q1: 418,839 shares; 2025Q2: 394,954 shares; 2025Q3: 386,387 shares; 2025Q4: 363,165 shares 363,165 $18.2M 0.02% -23,222 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: 87,195 shares; 2024Q4: 85,741 shares; 2025Q1: 83,238 shares; 2025Q2: 78,735 shares; 2025Q3: 67,392 shares; 2025Q4: 62,839 shares 62,839 $18.2M 0.02% -4,553 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,701 shares; 2024Q4: 97,595 shares; 2025Q1: 124,460 shares; 2025Q2: 124,060 shares; 2025Q3: 156,086 shares; 2025Q4: 638,562 shares 638,562 $18M 0.02% +482,476 Timeline VCEB 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: 236,338 shares; 2024Q4: 255,440 shares; 2025Q1: 264,912 shares; 2025Q2: 264,646 shares; 2025Q3: 273,951 shares; 2025Q4: 281,610 shares 281,610 $17.9M 0.02% +7,659 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,260 shares; 2024Q4: 130,594 shares; 2025Q1: 116,679 shares; 2025Q2: 114,678 shares; 2025Q3: 113,423 shares; 2025Q4: 111,243 shares 111,243 $17.9M 0.02% -2,180 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,595 shares; 2024Q4: 340,216 shares; 2025Q1: 418,124 shares; 2025Q2: 385,553 shares; 2025Q3: 388,688 shares; 2025Q4: 211,791 shares 211,791 $17.9M 0.02% -176,897 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: 204,266 shares; 2024Q4: 202,270 shares; 2025Q1: 149,186 shares; 2025Q2: 134,640 shares; 2025Q3: 133,110 shares; 2025Q4: 199,882 shares 199,882 $17.7M 0.02% +66,772 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,672 shares; 2024Q4: 212,243 shares; 2025Q1: 238,543 shares; 2025Q2: 238,937 shares; 2025Q3: 225,219 shares; 2025Q4: 227,703 shares 227,703 $17.6M 0.02% +2,484 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: 1,432,566 shares; 2024Q4: 1,499,480 shares; 2025Q1: 849,084 shares; 2025Q2: 649,896 shares; 2025Q3: 575,076 shares; 2025Q4: 473,386 shares 473,386 $17.5M 0.02% -101,690 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620,276 shares; 2024Q4: 1,514,666 shares; 2025Q1: 1,483,538 shares; 2025Q2: 1,412,033 shares; 2025Q3: 1,075,973 shares; 2025Q4: 1,005,415 shares 1,005,415 $17.4M 0.02% -70,558 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,719 shares; 2024Q4: 60,718 shares; 2025Q1: 60,718 shares; 2025Q2: 60,708 shares; 2025Q3: 60,708 shares; 2025Q4: 60,708 shares 60,708 $17.4M 0.02% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,948 shares; 2024Q4: 290,716 shares; 2025Q1: 289,938 shares; 2025Q2: 291,576 shares; 2025Q3: 293,151 shares; 2025Q4: 290,074 shares 290,074 $17.3M 0.02% -3,077 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: 129,383 shares; 2024Q4: 129,246 shares; 2025Q1: 130,933 shares; 2025Q2: 124,792 shares; 2025Q3: 125,694 shares; 2025Q4: 125,104 shares 125,104 $17.2M 0.02% -590 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: 775,819 shares; 2024Q4: 780,707 shares; 2025Q1: 288,513 shares; 2025Q2: 221,573 shares; 2025Q3: 193,825 shares; 2025Q4: 179,081 shares 179,081 $17.2M 0.02% -14,744 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: 125,261 shares; 2024Q4: 182,684 shares; 2025Q1: 190,333 shares; 2025Q2: 397,009 shares; 2025Q3: 384,492 shares; 2025Q4: 349,641 shares 349,641 $17.1M 0.02% -34,851 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,631 shares; 2024Q4: 277,082 shares; 2025Q1: 263,411 shares; 2025Q2: 230,840 shares; 2025Q3: 221,820 shares; 2025Q4: 220,771 shares 220,771 $17.1M 0.02% -1,049 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378,752 shares; 2025Q4: 407,799 shares 407,799 $17.1M 0.02% +29,047 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,643 shares; 2024Q4: 260,225 shares; 2025Q1: 197,566 shares; 2025Q2: 203,711 shares; 2025Q3: 146,804 shares; 2025Q4: 92,537 shares 92,537 $17.1M 0.02% -54,267 Timeline FXL 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: 105,085 shares; 2024Q4: 101,585 shares; 2025Q1: 102,080 shares; 2025Q2: 105,740 shares; 2025Q3: 102,932 shares; 2025Q4: 101,118 shares 101,118 $17M 0.02% -1,814 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: 152,656 shares; 2024Q4: 155,631 shares; 2025Q1: 169,773 shares; 2025Q2: 165,391 shares; 2025Q3: 88,754 shares; 2025Q4: 85,075 shares 85,075 $17M 0.02% -3,679 Timeline ACWX 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: 216,822 shares; 2024Q4: 251,002 shares; 2025Q1: 248,110 shares; 2025Q2: 249,249 shares; 2025Q3: 254,977 shares; 2025Q4: 251,702 shares 251,702 $16.9M 0.02% -3,275 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: 197,602 shares; 2024Q4: 191,974 shares; 2025Q1: 171,913 shares; 2025Q2: 158,403 shares; 2025Q3: 156,870 shares; 2025Q4: 148,571 shares 148,571 $16.9M 0.02% -8,299 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,733 shares; 2024Q4: 242,896 shares; 2025Q1: 231,342 shares; 2025Q2: 227,441 shares; 2025Q3: 212,086 shares; 2025Q4: 162,072 shares 162,072 $16.9M 0.02% -50,014 Timeline SMMD 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: 288,501 shares; 2024Q4: 360,819 shares; 2025Q1: 320,921 shares; 2025Q2: 185,494 shares; 2025Q3: 198,614 shares; 2025Q4: 224,487 shares 224,487 $16.8M 0.02% +25,873 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,032 shares; 2024Q4: 34,152 shares; 2025Q1: 36,085 shares; 2025Q2: 280,437 shares; 2025Q3: 302,510 shares; 2025Q4: 332,724 shares 332,724 $16.6M 0.02% +30,214 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,440 shares; 2024Q4: 60,037 shares; 2025Q1: 57,218 shares; 2025Q2: 56,730 shares; 2025Q3: 57,435 shares; 2025Q4: 58,683 shares 58,683 $16.6M 0.02% +1,248 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,099 shares; 2024Q4: 156,790 shares; 2025Q1: 159,733 shares; 2025Q2: 169,091 shares; 2025Q3: 200,968 shares; 2025Q4: 201,226 shares 201,226 $16.6M 0.02% +258 Timeline IWX 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: 220,716 shares; 2024Q4: 217,969 shares; 2025Q1: 187,047 shares; 2025Q2: 186,379 shares; 2025Q3: 184,135 shares; 2025Q4: 179,794 shares 179,794 $16.5M 0.02% -4,341 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: 61,786 shares; 2024Q4: 58,405 shares; 2025Q1: 76,233 shares; 2025Q2: 72,466 shares; 2025Q3: 74,970 shares; 2025Q4: 81,723 shares 81,723 $16.5M 0.02% +6,753 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: 33,696 shares; 2024Q4: 42,745 shares; 2025Q1: 53,761 shares; 2025Q2: 70,483 shares; 2025Q3: 77,031 shares; 2025Q4: 145,489 shares 145,489 $16.5M 0.02% +68,458 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: 24,277 shares; 2024Q4: 21,948 shares; 2025Q1: 21,126 shares; 2025Q2: 20,487 shares; 2025Q3: 18,187 shares; 2025Q4: 16,220 shares 16,220 $16.4M 0.02% -1,967 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,009 shares; 2024Q4: 170,138 shares; 2025Q1: 173,467 shares; 2025Q2: 172,063 shares; 2025Q3: 175,600 shares; 2025Q4: 341,855 shares 341,855 $16.4M 0.02% +166,255 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,014 shares; 2024Q4: 351,064 shares; 2025Q1: 352,644 shares; 2025Q2: 354,400 shares; 2025Q3: 475,427 shares; 2025Q4: 498,939 shares 498,939 $16.3M 0.02% +23,512 Timeline QTEC 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: 113,094 shares; 2024Q4: 119,300 shares; 2025Q1: 124,820 shares; 2025Q2: 74,440 shares; 2025Q3: 72,430 shares; 2025Q4: 70,791 shares 70,791 $16.3M 0.02% -1,639 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: 146,640 shares; 2024Q4: 141,886 shares; 2025Q1: 138,931 shares; 2025Q2: 132,006 shares; 2025Q3: 111,711 shares; 2025Q4: 90,877 shares 90,877 $16M 0.02% -20,834 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: 131,755 shares; 2024Q4: 218,846 shares; 2025Q1: 206,334 shares; 2025Q2: 175,964 shares; 2025Q3: 93,400 shares; 2025Q4: 82,211 shares 82,211 $16M 0.02% -11,189 Timeline SPHY 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: 467,080 shares; 2024Q4: 549,824 shares; 2025Q1: 727,394 shares; 2025Q2: 593,934 shares; 2025Q3: 640,595 shares; 2025Q4: 673,202 shares 673,202 $15.9M 0.02% +32,607 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: 238,648 shares; 2024Q4: 251,111 shares; 2025Q1: 239,378 shares; 2025Q2: 272,875 shares; 2025Q3: 265,466 shares; 2025Q4: 313,578 shares 313,578 $15.9M 0.02% +48,112 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: 229,911 shares; 2024Q4: 228,337 shares; 2025Q1: 235,025 shares; 2025Q2: 226,212 shares; 2025Q3: 218,476 shares; 2025Q4: 197,916 shares 197,916 $15.6M 0.02% -20,560 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,276 shares; 2024Q4: 56,494 shares; 2025Q1: 46,383 shares; 2025Q2: 67,904 shares; 2025Q3: 64,630 shares; 2025Q4: 56,225 shares 56,225 $15.5M 0.02% -8,405 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: 416,860 shares; 2024Q4: 258,125 shares; 2025Q1: 72,741 shares; 2025Q2: 70,499 shares; 2025Q3: 82,099 shares; 2025Q4: 84,373 shares 84,373 $15.4M 0.02% +2,274 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: 111,683 shares; 2024Q4: 108,197 shares; 2025Q1: 118,148 shares; 2025Q2: 111,673 shares; 2025Q3: 100,099 shares; 2025Q4: 61,668 shares 61,668 $15.2M 0.02% -38,431 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,516 shares; 2024Q4: 812,140 shares; 2025Q1: 309,448 shares; 2025Q2: 2,182,139 shares; 2025Q3: 409,143 shares; 2025Q4: 449,589 shares 449,589 $15.2M 0.02% +40,446 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: 396,317 shares; 2024Q4: 286,610 shares; 2025Q1: 212,343 shares; 2025Q2: 208,871 shares; 2025Q3: 200,493 shares; 2025Q4: 191,509 shares 191,509 $15.2M 0.02% -8,984 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,442 shares; 2024Q4: 91,587 shares; 2025Q1: 99,979 shares; 2025Q2: 101,113 shares; 2025Q3: 89,134 shares; 2025Q4: 94,444 shares 94,444 $15.2M 0.02% +5,310 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,978 shares; 2024Q4: 198,369 shares; 2025Q1: 208,698 shares; 2025Q2: 280,032 shares; 2025Q3: 286,358 shares; 2025Q4: 397,777 shares 397,777 $15.2M 0.02% +111,419 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,747 shares; 2025Q4: 204,500 shares 204,500 $15M 0.02% +7,753 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: 232,290 shares; 2024Q4: 234,442 shares; 2025Q1: 235,328 shares; 2025Q2: 233,760 shares; 2025Q3: 218,866 shares; 2025Q4: 203,305 shares 203,305 $15M 0.02% -15,561 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525,572 shares; 2025Q4: 587,828 shares 587,828 $15M 0.02% +62,256 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,625 shares; 2024Q4: 115,965 shares; 2025Q1: 138,500 shares; 2025Q2: 146,261 shares; 2025Q3: 151,935 shares; 2025Q4: 155,121 shares 155,121 $14.9M 0.02% +3,186 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: 286,199 shares; 2024Q4: 276,852 shares; 2025Q1: 256,228 shares; 2025Q2: 194,856 shares; 2025Q3: 206,390 shares; 2025Q4: 202,190 shares 202,190 $14.9M 0.02% -4,200 Timeline FTXL 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: 108,419 shares; 2024Q4: 109,903 shares; 2025Q1: 112,333 shares; 2025Q2: 107,240 shares; 2025Q3: 122,609 shares; 2025Q4: 113,741 shares 113,741 $14.7M 0.02% -8,868 Timeline MGOV 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: 147,465 shares; 2024Q4: 137,184 shares; 2025Q1: 167,043 shares; 2025Q2: 192,640 shares; 2025Q3: 206,799 shares; 2025Q4: 715,577 shares 715,577 $14.7M 0.02% +508,778 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,092 shares; 2024Q4: 72,040 shares; 2025Q1: 71,548 shares; 2025Q2: 84,990 shares; 2025Q3: 81,062 shares; 2025Q4: 74,302 shares 74,302 $14.6M 0.02% -6,760 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: 51,499 shares; 2024Q4: 48,795 shares; 2025Q1: 47,227 shares; 2025Q2: 48,053 shares; 2025Q3: 46,783 shares; 2025Q4: 45,112 shares 45,112 $14.6M 0.02% -1,671 Timeline IGLB 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: 253,769 shares; 2024Q4: 317,738 shares; 2025Q1: 446,949 shares; 2025Q2: 307,410 shares; 2025Q3: 311,714 shares; 2025Q4: 289,366 shares 289,366 $14.6M 0.02% -22,348 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,800 shares; 2024Q4: 260,393 shares; 2025Q1: 123,387 shares; 2025Q2: 123,300 shares; 2025Q3: 142,135 shares; 2025Q4: 141,729 shares 141,729 $14.5M 0.02% -406 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: 131,984 shares; 2024Q4: 122,661 shares; 2025Q1: 108,899 shares; 2025Q2: 144,478 shares; 2025Q3: 158,417 shares; 2025Q4: 143,756 shares 143,756 $14.5M 0.02% -14,661 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,760 shares; 2024Q4: 337,556 shares; 2025Q1: 341,813 shares; 2025Q2: 404,290 shares; 2025Q3: 388,908 shares; 2025Q4: 337,490 shares 337,490 $14.5M 0.02% -51,418 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: 417,876 shares; 2024Q4: 414,264 shares; 2025Q1: 370,739 shares; 2025Q2: 363,027 shares; 2025Q3: 289,304 shares; 2025Q4: 311,039 shares 311,039 $14.5M 0.02% +21,735 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: 53,999 shares; 2024Q4: 72,224 shares; 2025Q1: 92,078 shares; 2025Q2: 86,650 shares; 2025Q3: 86,038 shares; 2025Q4: 64,662 shares 64,662 $14.4M 0.02% -21,376 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: 132,662 shares; 2024Q4: 119,738 shares; 2025Q1: 118,298 shares; 2025Q2: 113,151 shares; 2025Q3: 133,731 shares; 2025Q4: 144,139 shares 144,139 $14.4M 0.02% +10,408 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,253 shares; 2025Q2: 127,641 shares; 2025Q3: 126,427 shares; 2025Q4: 125,328 shares 125,328 $14.4M 0.02% -1,099 Timeline RPV 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: 234,314 shares; 2024Q4: 227,251 shares; 2025Q1: 152,995 shares; 2025Q2: 149,439 shares; 2025Q3: 136,663 shares; 2025Q4: 138,826 shares 138,826 $14.3M 0.02% +2,163 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: 84,490 shares; 2024Q4: 93,594 shares; 2025Q1: 90,323 shares; 2025Q2: 78,073 shares; 2025Q3: 88,119 shares; 2025Q4: 90,980 shares 90,980 $14.3M 0.02% +2,861 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 6,577 shares; 2025Q1: 57,297 shares; 2025Q2: 53,127 shares; 2025Q3: 57,698 shares; 2025Q4: 62,808 shares 62,808 $14.2M 0.02% +5,110 Timeline VCLT 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: 181,720 shares; 2024Q4: 220,178 shares; 2025Q1: 297,964 shares; 2025Q2: 186,379 shares; 2025Q3: 187,060 shares; 2025Q4: 186,485 shares 186,485 $14.1M 0.02% -575 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: 103,143 shares; 2024Q4: 100,494 shares; 2025Q1: 96,071 shares; 2025Q2: 94,885 shares; 2025Q3: 95,675 shares; 2025Q4: 92,944 shares 92,944 $14.1M 0.02% -2,731 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,495 shares; 2024Q4: 336,419 shares; 2025Q1: 276,478 shares; 2025Q2: 117,099 shares; 2025Q3: 101,455 shares; 2025Q4: 77,307 shares 77,307 $14.1M 0.02% -24,148 Timeline