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: restricted; 2024Q4: 6,512,721 shares; 2025Q1: 6,294,293 shares; 2025Q2: 6,456,904 shares; 2025Q3: 6,502,855 shares; 2025Q4: 6,536,789 shares 6,536,789 $4.54B 6.16% +33,934 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: restricted; 2024Q4: 1,304,370 shares; 2025Q1: 864,725 shares; 2025Q2: 960,695 shares; 2025Q3: 1,017,865 shares; 2025Q4: 8,079,491 shares 8,079,491 $2.78B 3.77% +7,061,626 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: restricted; 2024Q4: 7,134,996 shares; 2025Q1: 7,026,887 shares; 2025Q2: 7,551,499 shares; 2025Q3: 7,787,018 shares; 2025Q4: 7,814,046 shares 7,814,046 $2.05B 2.78% +27,028 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: restricted; 2024Q4: 14,334,897 shares; 2025Q1: 15,197,862 shares; 2025Q2: 16,505,965 shares; 2025Q3: 18,113,855 shares; 2025Q4: 19,621,070 shares 19,621,070 $1.96B 2.66% +1,507,215 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: restricted; 2024Q4: 7,170,359 shares; 2025Q1: 7,011,495 shares; 2025Q2: 7,575,703 shares; 2025Q3: 7,444,134 shares; 2025Q4: 7,757,490 shares 7,757,490 $1.45B 1.97% +313,356 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,667,256 shares; 2025Q1: 38,822,260 shares; 2025Q2: 43,698,035 shares; 2025Q3: 49,333,372 shares; 2025Q4: 55,466,105 shares 55,466,105 $1.45B 1.96% +6,132,733 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: restricted; 2024Q4: 2,598,280 shares; 2025Q1: 2,688,111 shares; 2025Q2: 2,914,126 shares; 2025Q3: 2,944,451 shares; 2025Q4: 3,016,190 shares 3,016,190 $1.44B 1.96% +71,739 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: restricted; 2024Q4: 14,845,920 shares; 2025Q1: 15,697,319 shares; 2025Q2: 17,096,842 shares; 2025Q3: 17,755,887 shares; 2025Q4: 18,397,000 shares 18,397,000 $1.02B 1.39% +641,113 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,664,249 shares; 2025Q1: 17,625,999 shares; 2025Q2: 18,286,649 shares; 2025Q3: 19,096,731 shares; 2025Q4: 19,865,565 shares 19,865,565 $984M 1.33% +768,834 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: restricted; 2024Q4: 3,918,697 shares; 2025Q1: 3,135,806 shares; 2025Q2: 3,509,527 shares; 2025Q3: 3,656,926 shares; 2025Q4: 3,909,997 shares 3,909,997 $945M 1.28% +253,071 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: restricted; 2024Q4: 2,388,432 shares; 2025Q1: 2,508,914 shares; 2025Q2: 2,780,037 shares; 2025Q3: 2,802,666 shares; 2025Q4: 2,832,050 shares 2,832,050 $889M 1.21% +29,384 Timeline JMOM 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: restricted; 2024Q4: 10,103,855 shares; 2025Q1: 11,633,460 shares; 2025Q2: 11,594,195 shares; 2025Q3: 11,896,007 shares; 2025Q4: 12,246,694 shares 12,246,694 $860M 1.17% +350,687 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,952,297 shares; 2025Q1: 16,157,846 shares; 2025Q2: 16,921,668 shares; 2025Q3: 17,826,186 shares; 2025Q4: 18,458,748 shares 18,458,748 $856M 1.16% +632,562 Timeline USVM 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: restricted; 2024Q4: 32,392 shares; 2025Q1: 6,718,205 shares; 2025Q2: 7,468,966 shares; 2025Q3: 8,157,714 shares; 2025Q4: 8,775,986 shares 8,775,986 $830M 1.13% +618,272 Timeline AVLV 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: restricted; 2024Q4: 8,166,120 shares; 2025Q1: 9,904,202 shares; 2025Q2: 9,645,590 shares; 2025Q3: 10,022,201 shares; 2025Q4: 10,377,165 shares 10,377,165 $815M 1.11% +354,964 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: restricted; 2024Q4: 21,613,760 shares; 2025Q1: 23,633,284 shares; 2025Q2: 25,048,499 shares; 2025Q3: 27,236,673 shares; 2025Q4: 29,607,758 shares 29,607,758 $682M 0.93% +2,371,085 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: restricted; 2024Q4: 3,271,611 shares; 2025Q1: 6,624,202 shares; 2025Q2: 6,675,665 shares; 2025Q3: 6,831,899 shares; 2025Q4: 6,977,742 shares 6,977,742 $660M 0.89% +145,843 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: restricted; 2024Q4: 8,163,750 shares; 2025Q1: 7,640,588 shares; 2025Q2: 7,461,240 shares; 2025Q3: 7,661,969 shares; 2025Q4: 7,915,919 shares 7,915,919 $612M 0.83% +253,950 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: restricted; 2024Q4: 800,436 shares; 2025Q1: 807,691 shares; 2025Q2: 875,114 shares; 2025Q3: 877,613 shares; 2025Q4: 881,778 shares 881,778 $561M 0.76% +4,165 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,300,696 shares; 2025Q1: 8,079,980 shares; 2025Q2: 8,961,125 shares; 2025Q3: 9,779,500 shares; 2025Q4: 10,912,606 shares 10,912,606 $558M 0.76% +1,133,106 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: restricted; 2024Q4: 1,603,327 shares; 2025Q1: 1,778,395 shares; 2025Q2: 2,031,381 shares; 2025Q3: 1,640,663 shares; 2025Q4: 1,645,183 shares 1,645,183 $551M 0.75% +4,520 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: restricted; 2024Q4: 1,127,476 shares; 2025Q1: 1,171,693 shares; 2025Q2: 1,049,335 shares; 2025Q3: 1,058,603 shares; 2025Q4: 1,080,217 shares 1,080,217 $539M 0.73% +21,614 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: restricted; 2024Q4: 17,473,484 shares; 2025Q1: 16,624,072 shares; 2025Q2: 19,566,506 shares; 2025Q3: 19,420,421 shares; 2025Q4: 19,086,174 shares 19,086,174 $522M 0.71% -334,247 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: restricted; 2024Q4: 655,510 shares; 2025Q1: 659,395 shares; 2025Q2: 670,291 shares; 2025Q3: 677,661 shares; 2025Q4: 693,353 shares 693,353 $480M 0.65% +15,692 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: restricted; 2024Q4: 706,543 shares; 2025Q1: 867,704 shares; 2025Q2: 1,039,172 shares; 2025Q3: 1,208,144 shares; 2025Q4: 1,326,990 shares 1,326,990 $475M 0.64% +118,846 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: restricted; 2024Q4: 419,162 shares; 2025Q1: 487,672 shares; 2025Q2: 599,490 shares; 2025Q3: 626,329 shares; 2025Q4: 716,911 shares 716,911 $474M 0.64% +90,582 Timeline DWAS 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: restricted; 2024Q4: 6,444,120 shares; 2025Q1: 4,202,898 shares; 2025Q2: 4,154,304 shares; 2025Q3: 4,389,816 shares; 2025Q4: 4,516,029 shares 4,516,029 $444M 0.6% +126,213 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,890,241 shares; 2025Q1: 4,731,636 shares; 2025Q2: 4,728,205 shares; 2025Q3: 4,895,332 shares; 2025Q4: 5,102,049 shares 5,102,049 $430M 0.58% +206,717 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: restricted; 2024Q4: 263,368 shares; 2025Q1: 300,193 shares; 2025Q2: 321,491 shares; 2025Q3: 300,913 shares; 2025Q4: 1,921,927 shares 1,921,927 $401M 0.54% +1,621,014 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: restricted; 2024Q4: 1,600,222 shares; 2025Q1: 1,698,831 shares; 2025Q2: 1,724,086 shares; 2025Q3: 1,844,421 shares; 2025Q4: 1,936,788 shares 1,936,788 $397M 0.54% +92,367 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: restricted; 2024Q4: 1,581,967 shares; 2025Q1: 1,224,890 shares; 2025Q2: 1,205,624 shares; 2025Q3: 1,223,730 shares; 2025Q4: 1,252,930 shares 1,252,930 $394M 0.53% +29,200 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: restricted; 2024Q4: 1,012,869 shares; 2025Q1: 1,070,903 shares; 2025Q2: 1,078,645 shares; 2025Q3: 1,078,233 shares; 2025Q4: 1,082,504 shares 1,082,504 $369M 0.5% +4,271 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: restricted; 2024Q4: 494,884 shares; 2025Q1: 514,600 shares; 2025Q2: 540,056 shares; 2025Q3: 569,530 shares; 2025Q4: 579,851 shares 579,851 $362M 0.49% +10,321 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: restricted; 2024Q4: 1,252,651 shares; 2025Q1: 1,413,464 shares; 2025Q2: 1,478,914 shares; 2025Q3: 1,479,777 shares; 2025Q4: 1,572,682 shares 1,572,682 $352M 0.48% +92,905 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: restricted; 2024Q4: 2,838,663 shares; 2025Q1: 2,400,752 shares; 2025Q2: 2,566,767 shares; 2025Q3: 2,785,399 shares; 2025Q4: 3,004,147 shares 3,004,147 $344M 0.47% +218,748 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: restricted; 2024Q4: 1,057,992 shares; 2025Q1: 1,161,108 shares; 2025Q2: 1,179,606 shares; 2025Q3: 1,221,713 shares; 2025Q4: 1,734,226 shares 1,734,226 $340M 0.46% +512,513 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: restricted; 2024Q4: 675,203 shares; 2025Q1: 1,771,140 shares; 2025Q2: 651,114 shares; 2025Q3: 1,758,504 shares; 2025Q4: 1,764,195 shares 1,764,195 $317M 0.43% +5,691 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: restricted; 2024Q4: 2,215,277 shares; 2025Q1: 2,172,413 shares; 2025Q2: 2,532,886 shares; 2025Q3: 2,800,124 shares; 2025Q4: 2,622,217 shares 2,622,217 $317M 0.43% -177,907 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: restricted; 2024Q4: 1,347,392 shares; 2025Q1: 1,356,364 shares; 2025Q2: 2,492,515 shares; 2025Q3: 2,447,448 shares; 2025Q4: 2,446,835 shares 2,446,835 $305M 0.41% -613 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: restricted; 2024Q4: 1,630,124 shares; 2025Q1: 1,125,021 shares; 2025Q2: 1,119,216 shares; 2025Q3: 1,129,960 shares; 2025Q4: 1,171,905 shares 1,171,905 $301M 0.41% +41,945 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: restricted; 2024Q4: 538,222 shares; 2025Q1: 599,364 shares; 2025Q2: 601,004 shares; 2025Q3: 593,913 shares; 2025Q4: 608,419 shares 608,419 $298M 0.4% +14,506 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: restricted; 2024Q4: 5,082,038 shares; 2025Q1: 5,588,353 shares; 2025Q2: 6,853,875 shares; 2025Q3: 7,086,795 shares; 2025Q4: 5,695,603 shares 5,695,603 $288M 0.39% -1,391,192 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,442,726 shares; 2025Q1: 1,613,964 shares; 2025Q2: 1,679,613 shares; 2025Q3: 1,764,680 shares; 2025Q4: 2,418,045 shares 2,418,045 $278M 0.38% +653,365 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: restricted; 2024Q4: 1,763,706 shares; 2025Q1: 1,951,291 shares; 2025Q2: 3,425,956 shares; 2025Q3: 3,178,328 shares; 2025Q4: 3,324,859 shares 3,324,859 $271M 0.37% +146,531 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: restricted; 2024Q4: 1,297,050 shares; 2025Q1: 3,534,578 shares; 2025Q2: 4,456,511 shares; 2025Q3: 4,598,469 shares; 2025Q4: 4,637,090 shares 4,637,090 $269M 0.36% +38,621 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,302,450 shares; 2025Q1: 9,968,472 shares; 2025Q2: 10,619,579 shares; 2025Q3: 11,640,973 shares; 2025Q4: 13,034,397 shares 13,034,397 $264M 0.36% +1,393,424 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: restricted; 2024Q4: 943,286 shares; 2025Q1: 925,556 shares; 2025Q2: 1,018,853 shares; 2025Q3: 1,001,260 shares; 2025Q4: 981,507 shares 981,507 $253M 0.34% -19,753 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: restricted; 2024Q4: 2,734,817 shares; 2025Q1: 2,869,030 shares; 2025Q2: 3,073,670 shares; 2025Q3: 3,094,210 shares; 2025Q4: 3,191,019 shares 3,191,019 $248M 0.34% +96,809 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: restricted; 2024Q4: 908,083 shares; 2025Q1: 1,158,366 shares; 2025Q2: 1,095,434 shares; 2025Q3: 790,284 shares; 2025Q4: 806,561 shares 806,561 $245M 0.33% +16,277 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: restricted; 2024Q4: 1,671,883 shares; 2025Q1: 1,547,786 shares; 2025Q2: 1,593,343 shares; 2025Q3: 1,687,864 shares; 2025Q4: 1,718,923 shares 1,718,923 $240M 0.33% +31,059 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: restricted; 2024Q4: 615,415 shares; 2025Q1: 598,985 shares; 2025Q2: 628,710 shares; 2025Q3: 846,767 shares; 2025Q4: 661,286 shares 661,286 $232M 0.31% -185,481 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: restricted; 2024Q4: 2,090,321 shares; 2025Q1: 2,006,376 shares; 2025Q2: 2,555,298 shares; 2025Q3: 2,503,346 shares; 2025Q4: 2,520,192 shares 2,520,192 $231M 0.31% +16,846 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,464,449 shares; 2025Q1: 9,353,612 shares; 2025Q2: 9,316,311 shares; 2025Q3: 9,213,008 shares; 2025Q4: 9,291,715 shares 9,291,715 $230M 0.31% +78,707 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: restricted; 2024Q4: 138,172 shares; 2025Q1: 151,865 shares; 2025Q2: 187,931 shares; 2025Q3: 202,169 shares; 2025Q4: 213,986 shares 213,986 $228M 0.31% +11,817 Timeline AUSF 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: restricted; 2024Q4: 4,725,670 shares; 2025Q1: 4,679,485 shares; 2025Q2: 4,563,502 shares; 2025Q3: 4,632,551 shares; 2025Q4: 4,679,763 shares 4,679,763 $222M 0.3% +47,212 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: restricted; 2024Q4: 11,471,870 shares; 2025Q1: 11,654,619 shares; 2025Q2: 12,067,607 shares; 2025Q3: 11,576,470 shares; 2025Q4: 7,692,427 shares 7,692,427 $216M 0.29% -3,884,043 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: restricted; 2024Q4: 904,286 shares; 2025Q1: 901,325 shares; 2025Q2: 1,716,119 shares; 2025Q3: 1,880,004 shares; 2025Q4: 2,125,547 shares 2,125,547 $213M 0.29% +245,543 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: restricted; 2024Q4: 1,029,649 shares; 2025Q1: 1,133,752 shares; 2025Q2: 1,037,632 shares; 2025Q3: 1,105,005 shares; 2025Q4: 1,358,751 shares 1,358,751 $211M 0.29% +253,746 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: restricted; 2024Q4: 1,901,961 shares; 2025Q1: 1,791,943 shares; 2025Q2: 3,174,782 shares; 2025Q3: 3,218,154 shares; 2025Q4: 3,254,229 shares 3,254,229 $209M 0.28% +36,075 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: restricted; 2024Q4: 925,279 shares; 2025Q1: 943,136 shares; 2025Q2: 938,040 shares; 2025Q3: 933,248 shares; 2025Q4: 1,348,726 shares 1,348,726 $208M 0.28% +415,478 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: restricted; 2024Q4: 105,925 shares; 2025Q1: 172,378 shares; 2025Q2: 141,380 shares; 2025Q3: 249,541 shares; 2025Q4: 334,886 shares 334,886 $207M 0.28% +85,345 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: restricted; 2024Q4: 3,133,361 shares; 2025Q1: 4,037,909 shares; 2025Q2: 3,953,763 shares; 2025Q3: 2,599,873 shares; 2025Q4: 2,700,893 shares 2,700,893 $203M 0.28% +101,020 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: restricted; 2024Q4: 581,337 shares; 2025Q1: 643,659 shares; 2025Q2: 623,814 shares; 2025Q3: 625,882 shares; 2025Q4: 614,518 shares 614,518 $201M 0.27% -11,364 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: restricted; 2024Q4: 1,130,393 shares; 2025Q1: 1,074,844 shares; 2025Q2: 1,338,060 shares; 2025Q3: 1,411,819 shares; 2025Q4: 1,545,958 shares 1,545,958 $198M 0.27% +134,139 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: restricted; 2024Q4: 1,560,491 shares; 2025Q1: 1,646,903 shares; 2025Q2: 1,662,739 shares; 2025Q3: 1,760,748 shares; 2025Q4: 1,797,434 shares 1,797,434 $196M 0.27% +36,686 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: restricted; 2024Q4: 683,456 shares; 2025Q1: 327,396 shares; 2025Q2: 379,478 shares; 2025Q3: 402,299 shares; 2025Q4: 451,646 shares 451,646 $195M 0.26% +49,347 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,608,951 shares; 2025Q1: 6,969,917 shares; 2025Q2: 6,808,311 shares; 2025Q3: 6,581,229 shares; 2025Q4: 6,372,410 shares 6,372,410 $194M 0.26% -208,819 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339,227 shares; 2025Q1: 337,657 shares; 2025Q2: 542,758 shares; 2025Q3: 524,376 shares; 2025Q4: 508,594 shares 508,594 $193M 0.26% -15,782 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: restricted; 2024Q4: 404,669 shares; 2025Q1: 410,733 shares; 2025Q2: 405,606 shares; 2025Q3: 396,994 shares; 2025Q4: 393,249 shares 393,249 $187M 0.25% -3,745 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 814,181 shares; 2025Q1: 811,011 shares; 2025Q2: 813,979 shares; 2025Q3: 804,639 shares; 2025Q4: 734,365 shares 734,365 $187M 0.25% -70,274 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: restricted; 2024Q4: 974,647 shares; 2025Q1: 969,920 shares; 2025Q2: 982,218 shares; 2025Q3: 979,863 shares; 2025Q4: 971,456 shares 971,456 $183M 0.25% -8,407 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,846,141 shares; 2025Q1: 2,519,657 shares; 2025Q2: 2,272,842 shares; 2025Q3: 2,143,422 shares; 2025Q4: 2,064,689 shares 2,064,689 $181M 0.25% -78,733 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,089,280 shares; 2025Q1: 5,903,425 shares; 2025Q2: 5,797,612 shares; 2025Q3: 5,733,253 shares; 2025Q4: 5,748,603 shares 5,748,603 $181M 0.24% +15,350 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: restricted; 2024Q4: 1,211,434 shares; 2025Q1: 1,517,183 shares; 2025Q2: 1,462,732 shares; 2025Q3: 1,503,860 shares; 2025Q4: 1,630,567 shares 1,630,567 $180M 0.24% +126,707 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: restricted; 2024Q4: 477,177 shares; 2025Q1: 575,124 shares; 2025Q2: 908,649 shares; 2025Q3: 811,936 shares; 2025Q4: 917,304 shares 917,304 $178M 0.24% +105,368 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: restricted; 2024Q4: 2,724,696 shares; 2025Q1: 1,991,573 shares; 2025Q2: 1,840,682 shares; 2025Q3: 1,835,975 shares; 2025Q4: 1,843,589 shares 1,843,589 $178M 0.24% +7,614 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: restricted; 2024Q4: 1,110,484 shares; 2025Q1: 1,067,990 shares; 2025Q2: 1,186,806 shares; 2025Q3: 1,279,697 shares; 2025Q4: 1,278,338 shares 1,278,338 $178M 0.24% -1,359 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: restricted; 2024Q4: 3,662,222 shares; 2025Q1: 2,868,514 shares; 2025Q2: 2,943,137 shares; 2025Q3: 3,001,534 shares; 2025Q4: 3,071,634 shares 3,071,634 $176M 0.24% +70,100 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: restricted; 2024Q4: 4,827,737 shares; 2025Q1: 4,557,403 shares; 2025Q2: 4,513,314 shares; 2025Q3: 4,408,392 shares; 2025Q4: 4,346,500 shares 4,346,500 $176M 0.24% -61,892 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: restricted; 2024Q4: 1,742,498 shares; 2025Q1: 1,665,942 shares; 2025Q2: 2,611,984 shares; 2025Q3: 2,602,981 shares; 2025Q4: 2,550,909 shares 2,550,909 $176M 0.24% -52,072 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: restricted; 2024Q4: 574,306 shares; 2025Q1: 592,229 shares; 2025Q2: 504,955 shares; 2025Q3: 688,503 shares; 2025Q4: 793,346 shares 793,346 $174M 0.24% +104,843 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,664,184 shares; 2025Q1: 1,578,299 shares; 2025Q2: 1,962,221 shares; 2025Q3: 1,973,730 shares; 2025Q4: 1,944,624 shares 1,944,624 $163M 0.22% -29,106 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: restricted; 2024Q4: 1,598,953 shares; 2025Q1: 1,606,373 shares; 2025Q2: 1,620,106 shares; 2025Q3: 1,643,497 shares; 2025Q4: 1,684,459 shares 1,684,459 $162M 0.22% +40,962 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: restricted; 2024Q4: 123,473 shares; 2025Q1: 221,507 shares; 2025Q2: 226,476 shares; 2025Q3: 219,215 shares; 2025Q4: 228,502 shares 228,502 $157M 0.21% +9,287 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: restricted; 2024Q4: 624,137 shares; 2025Q1: 482,578 shares; 2025Q2: 483,708 shares; 2025Q3: 461,301 shares; 2025Q4: 464,308 shares 464,308 $155M 0.21% +3,007 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815,302 shares; 2025Q3: 2,924,059 shares; 2025Q4: 2,972,996 shares 2,972,996 $152M 0.21% +48,937 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,114,070 shares; 2025Q1: 1,450,803 shares; 2025Q2: 2,258,144 shares; 2025Q3: 2,403,189 shares; 2025Q4: 2,530,366 shares 2,530,366 $152M 0.21% +127,177 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: restricted; 2024Q4: 278,843 shares; 2025Q1: 316,790 shares; 2025Q2: 369,640 shares; 2025Q3: 445,175 shares; 2025Q4: 259,438 shares 259,438 $151M 0.21% -185,737 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: restricted; 2024Q4: 175,702 shares; 2025Q1: 183,258 shares; 2025Q2: 185,788 shares; 2025Q3: 183,753 shares; 2025Q4: 181,793 shares 181,793 $150M 0.2% -1,960 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,440,637 shares; 2025Q1: 2,985,587 shares; 2025Q2: 2,644,271 shares; 2025Q3: 2,714,808 shares; 2025Q4: 2,892,552 shares 2,892,552 $146M 0.2% +177,744 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,088,412 shares; 2025Q1: 2,505,947 shares; 2025Q2: 2,428,269 shares; 2025Q3: 2,412,194 shares; 2025Q4: 2,419,940 shares 2,419,940 $144M 0.19% +7,746 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: restricted; 2024Q4: 524,365 shares; 2025Q1: 536,450 shares; 2025Q2: 554,650 shares; 2025Q3: 569,990 shares; 2025Q4: 636,710 shares 636,710 $143M 0.19% +66,720 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: restricted; 2024Q4: 985,262 shares; 2025Q1: 719,636 shares; 2025Q2: 746,430 shares; 2025Q3: 742,647 shares; 2025Q4: 745,859 shares 745,859 $142M 0.19% +3,212 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: restricted; 2024Q4: 671,674 shares; 2025Q1: 695,968 shares; 2025Q2: 684,004 shares; 2025Q3: 650,121 shares; 2025Q4: 652,027 shares 652,027 $141M 0.19% +1,906 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: restricted; 2024Q4: 1,115,291 shares; 2025Q1: 1,329,262 shares; 2025Q2: 1,899,154 shares; 2025Q3: 2,540,890 shares; 2025Q4: 2,717,626 shares 2,717,626 $138M 0.19% +176,736 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,031,582 shares; 2025Q1: 1,404,053 shares; 2025Q2: 1,777,086 shares; 2025Q3: 1,922,662 shares; 2025Q4: 2,021,674 shares 2,021,674 $135M 0.18% +99,012 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,854,815 shares; 2025Q1: 2,782,555 shares; 2025Q2: 4,652,197 shares; 2025Q3: 4,549,282 shares; 2025Q4: 4,406,361 shares 4,406,361 $131M 0.18% -142,921 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,890,125 shares; 2025Q1: 2,838,771 shares; 2025Q2: 2,840,265 shares; 2025Q3: 2,784,461 shares; 2025Q4: 2,702,280 shares 2,702,280 $130M 0.18% -82,181 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: restricted; 2024Q4: 2,462,131 shares; 2025Q1: 2,792,511 shares; 2025Q2: 3,369,271 shares; 2025Q3: 3,578,359 shares; 2025Q4: 3,723,423 shares 3,723,423 $128M 0.17% +145,064 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: restricted; 2024Q4: 870,595 shares; 2025Q1: 646,449 shares; 2025Q2: 728,559 shares; 2025Q3: 700,230 shares; 2025Q4: 696,767 shares 696,767 $128M 0.17% -3,463 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: restricted; 2024Q4: 553,174 shares; 2025Q1: 559,131 shares; 2025Q2: 582,680 shares; 2025Q3: 595,848 shares; 2025Q4: 640,661 shares 640,661 $127M 0.17% +44,813 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: restricted; 2024Q4: 437,959 shares; 2025Q1: 411,606 shares; 2025Q2: 412,295 shares; 2025Q3: 426,363 shares; 2025Q4: 419,510 shares 419,510 $127M 0.17% -6,853 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: restricted; 2024Q4: 1,542,269 shares; 2025Q1: 1,516,676 shares; 2025Q2: 1,818,416 shares; 2025Q3: 1,797,572 shares; 2025Q4: 1,803,183 shares 1,803,183 $127M 0.17% +5,611 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: restricted; 2024Q4: 518,796 shares; 2025Q1: 385,168 shares; 2025Q2: 399,185 shares; 2025Q3: 400,586 shares; 2025Q4: 378,221 shares 378,221 $126M 0.17% -22,365 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: restricted; 2024Q4: 382,701 shares; 2025Q1: 362,362 shares; 2025Q2: 327,745 shares; 2025Q3: 320,889 shares; 2025Q4: 326,407 shares 326,407 $125M 0.17% +5,518 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: restricted; 2024Q4: 277,972 shares; 2025Q1: 228,104 shares; 2025Q2: 284,689 shares; 2025Q3: 334,970 shares; 2025Q4: 406,365 shares 406,365 $125M 0.17% +71,395 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: restricted; 2024Q4: 2,593,528 shares; 2025Q1: 2,677,635 shares; 2025Q2: 2,690,682 shares; 2025Q3: 2,715,950 shares; 2025Q4: 2,589,251 shares 2,589,251 $125M 0.17% -126,699 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: restricted; 2024Q4: 2,475,735 shares; 2025Q1: 2,590,073 shares; 2025Q2: 2,716,198 shares; 2025Q3: 2,724,657 shares; 2025Q4: 2,743,905 shares 2,743,905 $124M 0.17% +19,248 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: restricted; 2024Q4: 2,271,842 shares; 2025Q1: 2,165,412 shares; 2025Q2: 2,171,151 shares; 2025Q3: 2,113,784 shares; 2025Q4: 2,013,264 shares 2,013,264 $124M 0.17% -100,520 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: restricted; 2024Q4: 992,019 shares; 2025Q1: 1,087,355 shares; 2025Q2: 1,113,723 shares; 2025Q3: 1,129,079 shares; 2025Q4: 1,152,841 shares 1,152,841 $119M 0.16% +23,762 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: restricted; 2024Q4: 1,634,374 shares; 2025Q1: 1,607,085 shares; 2025Q2: 1,634,690 shares; 2025Q3: 1,598,482 shares; 2025Q4: 1,576,055 shares 1,576,055 $119M 0.16% -22,427 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: restricted; 2024Q4: 200,115 shares; 2025Q1: 250,469 shares; 2025Q2: 235,503 shares; 2025Q3: 252,427 shares; 2025Q4: 287,762 shares 287,762 $119M 0.16% +35,335 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: restricted; 2024Q4: 1,708,551 shares; 2025Q1: 1,762,045 shares; 2025Q2: 1,979,402 shares; 2025Q3: 2,002,575 shares; 2025Q4: 1,497,010 shares 1,497,010 $117M 0.16% -505,565 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: restricted; 2024Q4: 1,277,173 shares; 2025Q1: 1,300,954 shares; 2025Q2: 1,329,428 shares; 2025Q3: 1,332,788 shares; 2025Q4: 1,286,320 shares 1,286,320 $115M 0.16% -46,468 Timeline NBCM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,889,666 shares; 2025Q1: 4,364,196 shares; 2025Q2: 4,331,301 shares; 2025Q3: 4,538,444 shares; 2025Q4: 4,878,745 shares 4,878,745 $114M 0.15% +340,301 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: restricted; 2024Q4: 137,322 shares; 2025Q1: 147,961 shares; 2025Q2: 156,861 shares; 2025Q3: 158,507 shares; 2025Q4: 126,402 shares 126,402 $113M 0.15% -32,105 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: restricted; 2024Q4: 612,351 shares; 2025Q1: 590,120 shares; 2025Q2: 581,706 shares; 2025Q3: 568,546 shares; 2025Q4: 567,165 shares 567,165 $112M 0.15% -1,381 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: restricted; 2024Q4: 1,191,119 shares; 2025Q1: 1,211,226 shares; 2025Q2: 1,157,920 shares; 2025Q3: 1,222,919 shares; 2025Q4: 1,225,780 shares 1,225,780 $111M 0.15% +2,861 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: restricted; 2024Q4: 1,309,347 shares; 2025Q1: 1,058,872 shares; 2025Q2: 964,662 shares; 2025Q3: 970,769 shares; 2025Q4: 968,401 shares 968,401 $111M 0.15% -2,368 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: restricted; 2024Q4: 1,874,833 shares; 2025Q1: 1,862,411 shares; 2025Q2: 2,050,767 shares; 2025Q3: 2,238,504 shares; 2025Q4: 2,249,793 shares 2,249,793 $111M 0.15% +11,289 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: restricted; 2024Q4: 942,376 shares; 2025Q1: 996,046 shares; 2025Q2: 1,043,430 shares; 2025Q3: 1,078,612 shares; 2025Q4: 1,114,057 shares 1,114,057 $110M 0.15% +35,445 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,696,058 shares; 2025Q1: 2,755,707 shares; 2025Q2: 2,872,164 shares; 2025Q3: 2,812,853 shares; 2025Q4: 2,812,155 shares 2,812,155 $108M 0.15% -698 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: restricted; 2024Q4: 292,957 shares; 2025Q1: 269,870 shares; 2025Q2: 270,888 shares; 2025Q3: 271,541 shares; 2025Q4: 284,418 shares 284,418 $108M 0.15% +12,877 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: restricted; 2024Q4: 220,939 shares; 2025Q1: 251,025 shares; 2025Q2: 384,718 shares; 2025Q3: 390,154 shares; 2025Q4: 398,194 shares 398,194 $107M 0.15% +8,040 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: restricted; 2024Q4: 270,685 shares; 2025Q1: 598,401 shares; 2025Q2: 832,495 shares; 2025Q3: 630,324 shares; 2025Q4: 643,543 shares 643,543 $107M 0.15% +13,219 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: restricted; 2024Q4: 1,656,183 shares; 2025Q1: 1,501,736 shares; 2025Q2: 1,513,380 shares; 2025Q3: 1,421,991 shares; 2025Q4: 1,441,348 shares 1,441,348 $107M 0.15% +19,357 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,013,247 shares; 2025Q1: 1,224,621 shares; 2025Q2: 1,935,348 shares; 2025Q3: 2,042,881 shares; 2025Q4: 2,191,192 shares 2,191,192 $104M 0.14% +148,311 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 287,324 shares; 2025Q1: 285,044 shares; 2025Q2: 270,110 shares; 2025Q3: 269,738 shares; 2025Q4: 486,699 shares 486,699 $103M 0.14% +216,961 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: restricted; 2024Q4: 1,984,964 shares; 2025Q1: 1,995,650 shares; 2025Q2: 2,065,036 shares; 2025Q3: 2,093,013 shares; 2025Q4: 2,019,437 shares 2,019,437 $102M 0.14% -73,576 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: restricted; 2024Q4: 3,246,949 shares; 2025Q1: 3,065,521 shares; 2025Q2: 3,144,561 shares; 2025Q3: 3,084,753 shares; 2025Q4: 3,109,536 shares 3,109,536 $102M 0.14% +24,783 Timeline ONOF 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: restricted; 2024Q4: 2,839,749 shares; 2025Q1: 2,713,560 shares; 2025Q2: 2,688,610 shares; 2025Q3: 2,656,474 shares; 2025Q4: 2,666,611 shares 2,666,611 $102M 0.14% +10,137 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: restricted; 2024Q4: 9,116 shares; 2025Q1: 236,640 shares; 2025Q2: 255,602 shares; 2025Q3: 297,484 shares; 2025Q4: 2,137,936 shares 2,137,936 $101M 0.14% +1,840,452 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,880,013 shares; 2025Q2: 3,111,185 shares; 2025Q3: 3,120,253 shares; 2025Q4: 3,151,182 shares 3,151,182 $101M 0.14% +30,929 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: restricted; 2024Q4: 397,390 shares; 2025Q1: 417,824 shares; 2025Q2: 426,656 shares; 2025Q3: 426,125 shares; 2025Q4: 405,559 shares 405,559 $100M 0.14% -20,566 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: restricted; 2024Q4: 331,345 shares; 2025Q1: 326,772 shares; 2025Q2: 480,301 shares; 2025Q3: 460,904 shares; 2025Q4: 455,082 shares 455,082 $100M 0.14% -5,822 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: restricted; 2024Q4: 163,070 shares; 2025Q1: 191,640 shares; 2025Q2: 154,811 shares; 2025Q3: 158,970 shares; 2025Q4: 157,290 shares 157,290 $98.5M 0.13% -1,680 Timeline NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,197,675 shares 3,197,675 $97.2M 0.13% new 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: restricted; 2024Q4: 1,924,157 shares; 2025Q1: 2,007,955 shares; 2025Q2: 2,032,202 shares; 2025Q3: 2,062,976 shares; 2025Q4: 2,123,336 shares 2,123,336 $96.5M 0.13% +60,360 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: restricted; 2024Q4: 271,638 shares; 2025Q1: 273,522 shares; 2025Q2: 277,770 shares; 2025Q3: 279,905 shares; 2025Q4: 277,768 shares 277,768 $96.2M 0.13% -2,137 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,595,619 shares; 2025Q1: 3,760,641 shares; 2025Q2: 3,629,531 shares; 2025Q3: 3,644,978 shares; 2025Q4: 3,698,930 shares 3,698,930 $95.4M 0.13% +53,952 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: restricted; 2024Q4: 197,593 shares; 2025Q1: 228,483 shares; 2025Q2: 202,331 shares; 2025Q3: 306,895 shares; 2025Q4: 181,311 shares 181,311 $95M 0.13% -125,584 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,027,840 shares; 2025Q1: 1,080,789 shares; 2025Q2: 1,422,449 shares; 2025Q3: 1,742,743 shares; 2025Q4: 1,855,333 shares 1,855,333 $92.6M 0.13% +112,590 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,436,591 shares; 2025Q1: 3,691,159 shares; 2025Q2: 3,579,337 shares; 2025Q3: 3,630,218 shares; 2025Q4: 3,951,537 shares 3,951,537 $92.5M 0.13% +321,319 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: restricted; 2024Q4: 2,335,776 shares; 2025Q1: 2,357,550 shares; 2025Q2: 2,025,569 shares; 2025Q3: 1,855,964 shares; 2025Q4: 2,018,443 shares 2,018,443 $92M 0.12% +162,479 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: restricted; 2024Q4: 175,853 shares; 2025Q1: 177,377 shares; 2025Q2: 274,118 shares; 2025Q3: 338,998 shares; 2025Q4: 433,312 shares 433,312 $92M 0.12% +94,314 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: restricted; 2024Q4: 484,491 shares; 2025Q1: 495,548 shares; 2025Q2: 498,404 shares; 2025Q3: 500,846 shares; 2025Q4: 478,113 shares 478,113 $91.9M 0.12% -22,733 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: restricted; 2024Q4: 351,451 shares; 2025Q1: 439,082 shares; 2025Q2: 498,082 shares; 2025Q3: 549,481 shares; 2025Q4: 592,681 shares 592,681 $91.8M 0.12% +43,200 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: restricted; 2024Q4: 1,930,517 shares; 2025Q1: 1,606,782 shares; 2025Q2: 1,722,114 shares; 2025Q3: 1,757,460 shares; 2025Q4: 1,817,280 shares 1,817,280 $91.7M 0.12% +59,820 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: restricted; 2024Q4: 231,406 shares; 2025Q1: 238,295 shares; 2025Q2: 500,447 shares; 2025Q3: 828,516 shares; 2025Q4: 327,432 shares 327,432 $91.3M 0.12% -501,084 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,766 shares; 2025Q1: 1,234,555 shares; 2025Q2: 1,513,303 shares; 2025Q3: 1,741,567 shares; 2025Q4: 1,911,699 shares 1,911,699 $91M 0.12% +170,132 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,725,795 shares; 2025Q1: 2,787,052 shares; 2025Q2: 2,762,427 shares; 2025Q3: 2,822,926 shares; 2025Q4: 2,874,696 shares 2,874,696 $90.2M 0.12% +51,770 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,753 shares; 2025Q1: 26,235 shares; 2025Q2: 2,503 shares; 2025Q3: 45,284 shares; 2025Q4: 155,916 shares 155,916 $88.8M 0.12% +110,632 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: restricted; 2024Q4: 1,166,387 shares; 2025Q1: 737,512 shares; 2025Q2: 761,845 shares; 2025Q3: 791,223 shares; 2025Q4: 821,289 shares 821,289 $88.2M 0.12% +30,066 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: restricted; 2024Q4: 315,387 shares; 2025Q1: 306,296 shares; 2025Q2: 320,873 shares; 2025Q3: 320,538 shares; 2025Q4: 597,132 shares 597,132 $87.6M 0.12% +276,594 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: restricted; 2024Q4: 585,311 shares; 2025Q1: 511,669 shares; 2025Q2: 418,007 shares; 2025Q3: 420,563 shares; 2025Q4: 249,920 shares 249,920 $87.4M 0.12% -170,643 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,563,034 shares; 2025Q1: 1,681,171 shares; 2025Q2: 1,725,239 shares; 2025Q3: 1,705,640 shares; 2025Q4: 1,712,662 shares 1,712,662 $87.2M 0.12% +7,022 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: restricted; 2024Q4: 1,676,443 shares; 2025Q1: 2,606,123 shares; 2025Q2: 3,085,720 shares; 2025Q3: 3,309,180 shares; 2025Q4: 3,414,548 shares 3,414,548 $86.8M 0.12% +105,368 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: restricted; 2024Q4: 573,876 shares; 2025Q1: 631,566 shares; 2025Q2: 679,597 shares; 2025Q3: 710,998 shares; 2025Q4: 735,080 shares 735,080 $86.7M 0.12% +24,082 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: restricted; 2024Q4: 75,765 shares; 2025Q1: 71,832 shares; 2025Q2: 148,764 shares; 2025Q3: 239,292 shares; 2025Q4: 1,893,478 shares 1,893,478 $86.6M 0.12% +1,654,186 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: restricted; 2024Q4: 2,394,761 shares; 2025Q1: 1,587,793 shares; 2025Q2: 1,493,230 shares; 2025Q3: 1,449,498 shares; 2025Q4: 1,401,445 shares 1,401,445 $86.3M 0.12% -48,053 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: restricted; 2024Q4: 1,327,633 shares; 2025Q1: 1,641,090 shares; 2025Q2: 1,780,886 shares; 2025Q3: 1,991,584 shares; 2025Q4: 2,138,718 shares 2,138,718 $86.2M 0.12% +147,134 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: restricted; 2024Q4: 477,719 shares; 2025Q1: 531,059 shares; 2025Q2: 570,014 shares; 2025Q3: 812,251 shares; 2025Q4: 855,915 shares 855,915 $86.1M 0.12% +43,664 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: restricted; 2024Q4: 532,433 shares; 2025Q1: 456,850 shares; 2025Q2: 466,496 shares; 2025Q3: 473,814 shares; 2025Q4: 460,550 shares 460,550 $85.9M 0.12% -13,264 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: restricted; 2024Q4: 822,824 shares; 2025Q1: 837,097 shares; 2025Q2: 828,507 shares; 2025Q3: 826,751 shares; 2025Q4: 858,615 shares 858,615 $85.7M 0.12% +31,864 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 447,181 shares; 2025Q1: 423,859 shares; 2025Q2: 372,625 shares; 2025Q3: 726,080 shares; 2025Q4: 3,200,786 shares 3,200,786 $85.7M 0.12% +2,474,706 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,726,718 shares; 2025Q1: 2,532,676 shares; 2025Q2: 2,438,182 shares; 2025Q3: 2,266,089 shares; 2025Q4: 2,117,423 shares 2,117,423 $85.4M 0.12% -148,666 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: restricted; 2024Q4: 73,202 shares; 2025Q1: 91,054 shares; 2025Q2: 74,171 shares; 2025Q3: 103,110 shares; 2025Q4: 942,443 shares 942,443 $85.4M 0.12% +839,333 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: restricted; 2024Q4: 264,033 shares; 2025Q1: 125,299 shares; 2025Q2: 131,807 shares; 2025Q3: 135,757 shares; 2025Q4: 140,963 shares 140,963 $84.1M 0.11% +5,206 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: restricted; 2024Q4: 470,526 shares; 2025Q1: 550,613 shares; 2025Q2: 888,182 shares; 2025Q3: 1,214,457 shares; 2025Q4: 1,533,355 shares 1,533,355 $84.1M 0.11% +318,898 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,508,718 shares; 2025Q1: 1,684,008 shares; 2025Q2: 1,779,596 shares; 2025Q3: 1,974,318 shares; 2025Q4: 2,151,801 shares 2,151,801 $83.3M 0.11% +177,483 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: restricted; 2024Q4: 127,272 shares; 2025Q1: 127,150 shares; 2025Q2: 131,408 shares; 2025Q3: 131,621 shares; 2025Q4: 133,345 shares 133,345 $83.3M 0.11% +1,724 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,588 shares; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 6,102 shares; 2025Q4: 516,868 shares 516,868 $83.2M 0.11% +510,766 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: restricted; 2024Q4: 59,612 shares; 2025Q1: 35,193 shares; 2025Q2: 36,695 shares; 2025Q3: 98,071 shares; 2025Q4: 136,173 shares 136,173 $83.1M 0.11% +38,102 Timeline FTMS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,342,735 shares 8,342,735 $83.1M 0.11% new 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: restricted; 2024Q4: 275,604 shares; 2025Q1: 274,501 shares; 2025Q2: 275,606 shares; 2025Q3: 273,265 shares; 2025Q4: 275,311 shares 275,311 $82.4M 0.11% +2,046 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: restricted; 2024Q4: 621,285 shares; 2025Q1: 517,961 shares; 2025Q2: 554,604 shares; 2025Q3: 559,658 shares; 2025Q4: 569,423 shares 569,423 $82.3M 0.11% +9,765 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: restricted; 2024Q4: 2,397,772 shares; 2025Q1: 2,628,232 shares; 2025Q2: 3,112,865 shares; 2025Q3: 3,146,450 shares; 2025Q4: 3,369,867 shares 3,369,867 $82M 0.11% +223,417 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: restricted; 2024Q4: 672,792 shares; 2025Q1: 478,859 shares; 2025Q2: 354,501 shares; 2025Q3: 351,751 shares; 2025Q4: 351,872 shares 351,872 $81M 0.11% +121 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: restricted; 2024Q4: 1,532,393 shares; 2025Q1: 1,619,216 shares; 2025Q2: 1,651,638 shares; 2025Q3: 1,732,963 shares; 2025Q4: 1,818,650 shares 1,818,650 $80.7M 0.11% +85,687 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250,691 shares; 2025Q1: 314,416 shares; 2025Q2: 754,876 shares; 2025Q3: 821,270 shares; 2025Q4: 861,417 shares 861,417 $80.6M 0.11% +40,147 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,384 shares; 2025Q1: 33,641 shares; 2025Q2: 84,576 shares; 2025Q3: 2,300,749 shares; 2025Q4: 2,892,787 shares 2,892,787 $80.2M 0.11% +592,038 Timeline PMBS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561,056 shares; 2025Q4: 1,608,419 shares 1,608,419 $80M 0.11% +47,363 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: restricted; 2024Q4: 1,579,987 shares; 2025Q1: 1,710,856 shares; 2025Q2: 1,527,917 shares; 2025Q3: 1,512,366 shares; 2025Q4: 1,373,826 shares 1,373,826 $79.6M 0.11% -138,540 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: restricted; 2024Q4: 506,090 shares; 2025Q1: 524,510 shares; 2025Q2: 728,340 shares; 2025Q3: 739,030 shares; 2025Q4: 753,260 shares 753,260 $79.3M 0.11% +14,230 Timeline ENDW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,547,829 shares; 2025Q3: 2,515,421 shares; 2025Q4: 2,499,150 shares 2,499,150 $79M 0.11% -16,271 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: restricted; 2024Q4: 240,186 shares; 2025Q1: 205,145 shares; 2025Q2: 223,500 shares; 2025Q3: 224,989 shares; 2025Q4: 236,527 shares 236,527 $78.8M 0.11% +11,538 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: restricted; 2024Q4: 2,140,452 shares; 2025Q1: 1,396,302 shares; 2025Q2: 1,451,447 shares; 2025Q3: 2,744,373 shares; 2025Q4: 3,177,583 shares 3,177,583 $77.5M 0.11% +433,210 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: restricted; 2024Q4: 279,772 shares; 2025Q1: 292,966 shares; 2025Q2: 484,018 shares; 2025Q3: 595,236 shares; 2025Q4: 633,185 shares 633,185 $77.2M 0.1% +37,949 Timeline FMHI 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: restricted; 2024Q4: 1,151,317 shares; 2025Q1: 1,303,252 shares; 2025Q2: 1,468,443 shares; 2025Q3: 1,552,746 shares; 2025Q4: 1,604,484 shares 1,604,484 $77M 0.1% +51,738 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,258 shares; 2025Q1: 70,017 shares; 2025Q2: 70,758 shares; 2025Q3: 122,062 shares; 2025Q4: 308,091 shares 308,091 $75.9M 0.1% +186,029 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,343,233 shares; 2025Q1: 2,317,743 shares; 2025Q2: 2,256,257 shares; 2025Q3: 2,240,681 shares; 2025Q4: 2,234,723 shares 2,234,723 $75.8M 0.1% -5,958 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: restricted; 2024Q4: 454,675 shares; 2025Q1: 453,706 shares; 2025Q2: 472,152 shares; 2025Q3: 463,051 shares; 2025Q4: 465,613 shares 465,613 $75.7M 0.1% +2,562 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: restricted; 2024Q4: 1,675,028 shares; 2025Q1: 1,563,655 shares; 2025Q2: 1,711,164 shares; 2025Q3: 1,893,592 shares; 2025Q4: 1,925,835 shares 1,925,835 $75M 0.1% +32,243 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: restricted; 2024Q4: 596,523 shares; 2025Q1: 606,701 shares; 2025Q2: 615,606 shares; 2025Q3: 615,149 shares; 2025Q4: 598,634 shares 598,634 $74.5M 0.1% -16,515 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: restricted; 2024Q4: 408,455 shares; 2025Q1: 278,404 shares; 2025Q2: 326,284 shares; 2025Q3: 336,929 shares; 2025Q4: 340,307 shares 340,307 $74.2M 0.1% +3,378 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: restricted; 2024Q4: 1,916,503 shares; 2025Q1: 2,095,500 shares; 2025Q2: 2,260,548 shares; 2025Q3: 2,455,959 shares; 2025Q4: 2,775,960 shares 2,775,960 $74.1M 0.1% +320,001 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: restricted; 2024Q4: 160,217 shares; 2025Q1: 152,618 shares; 2025Q2: 151,702 shares; 2025Q3: 157,188 shares; 2025Q4: 152,027 shares 152,027 $73.5M 0.1% -5,161 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,592,644 shares; 2025Q1: 1,737,175 shares; 2025Q2: 1,796,522 shares; 2025Q3: 1,937,897 shares; 2025Q4: 2,029,102 shares 2,029,102 $73.1M 0.1% +91,205 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: restricted; 2024Q4: 573,291 shares; 2025Q1: 396,663 shares; 2025Q2: 419,155 shares; 2025Q3: 537,643 shares; 2025Q4: 1,352,130 shares 1,352,130 $73M 0.1% +814,487 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: restricted; 2024Q4: 440,680 shares; 2025Q1: 499,133 shares; 2025Q2: 489,308 shares; 2025Q3: 489,614 shares; 2025Q4: 493,191 shares 493,191 $72.4M 0.1% +3,577 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,869,268 shares; 2025Q1: 2,045,305 shares; 2025Q2: 1,872,601 shares; 2025Q3: 1,952,396 shares; 2025Q4: 2,015,534 shares 2,015,534 $72.3M 0.1% +63,138 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,155 shares; 2025Q1: 259,821 shares; 2025Q2: 428,698 shares; 2025Q3: 499,910 shares; 2025Q4: 594,032 shares 594,032 $71.9M 0.1% +94,122 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: restricted; 2024Q4: 318,748 shares; 2025Q1: 334,343 shares; 2025Q2: 346,964 shares; 2025Q3: 343,794 shares; 2025Q4: 344,822 shares 344,822 $70M 0.09% +1,028 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: restricted; 2024Q4: 209,893 shares; 2025Q1: 172,361 shares; 2025Q2: 181,142 shares; 2025Q3: 190,521 shares; 2025Q4: 192,131 shares 192,131 $69.6M 0.09% +1,610 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: restricted; 2024Q4: 1,094,534 shares; 2025Q1: 1,151,849 shares; 2025Q2: 1,222,320 shares; 2025Q3: 988,649 shares; 2025Q4: 1,025,223 shares 1,025,223 $69.6M 0.09% +36,574 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: restricted; 2024Q4: 466,314 shares; 2025Q1: 465,567 shares; 2025Q2: 471,707 shares; 2025Q3: 458,480 shares; 2025Q4: 459,541 shares 459,541 $69.5M 0.09% +1,061 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 649,011 shares; 2025Q1: 584,065 shares; 2025Q2: 601,310 shares; 2025Q3: 608,444 shares; 2025Q4: 601,966 shares 601,966 $69M 0.09% -6,478 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: restricted; 2024Q4: 152,288 shares; 2025Q1: 194,666 shares; 2025Q2: 216,223 shares; 2025Q3: 223,497 shares; 2025Q4: 228,092 shares 228,092 $68.3M 0.09% +4,595 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,468,944 shares; 2025Q1: 1,965,014 shares; 2025Q2: 2,042,832 shares; 2025Q3: 2,134,703 shares; 2025Q4: 2,572,462 shares 2,572,462 $68.2M 0.09% +437,759 Timeline JSI 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: restricted; 2024Q4: 291,966 shares; 2025Q1: 1,036,789 shares; 2025Q2: 1,003,479 shares; 2025Q3: 1,226,476 shares; 2025Q4: 1,306,604 shares 1,306,604 $68.2M 0.09% +80,128 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,324,717 shares; 2025Q1: 2,270,896 shares; 2025Q2: 2,265,354 shares; 2025Q3: 2,319,974 shares; 2025Q4: 2,680,531 shares 2,680,531 $67.3M 0.09% +360,557 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 578,302 shares; 2025Q1: 630,096 shares; 2025Q2: 510,081 shares; 2025Q3: 504,437 shares; 2025Q4: 500,324 shares 500,324 $67.2M 0.09% -4,113 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: restricted; 2024Q4: 310,641 shares; 2025Q1: 334,145 shares; 2025Q2: 320,269 shares; 2025Q3: 321,431 shares; 2025Q4: 321,976 shares 321,976 $66.4M 0.09% +545 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 316,817 shares; 2025Q1: 303,361 shares; 2025Q2: 782,821 shares; 2025Q3: 1,070,471 shares; 2025Q4: 1,268,731 shares 1,268,731 $64.7M 0.09% +198,260 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: restricted; 2024Q4: 71,859 shares; 2025Q1: 60,528 shares; 2025Q2: 80,558 shares; 2025Q3: 84,335 shares; 2025Q4: 83,687 shares 83,687 $64.3M 0.09% -648 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: restricted; 2024Q4: 93,367 shares; 2025Q1: 68,244 shares; 2025Q2: 74,220 shares; 2025Q3: 77,285 shares; 2025Q4: 426,331 shares 426,331 $63.5M 0.09% +349,046 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: restricted; 2024Q4: 267,617 shares; 2025Q1: 162,167 shares; 2025Q2: 138,905 shares; 2025Q3: 140,568 shares; 2025Q4: 137,612 shares 137,612 $63.1M 0.09% -2,956 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: restricted; 2024Q4: 159,390 shares; 2025Q1: 162,322 shares; 2025Q2: 172,666 shares; 2025Q3: 195,493 shares; 2025Q4: 219,988 shares 219,988 $62.7M 0.09% +24,495 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: restricted; 2024Q4: 367,858 shares; 2025Q1: 219,810 shares; 2025Q2: 253,869 shares; 2025Q3: 250,495 shares; 2025Q4: 241,953 shares 241,953 $62.6M 0.08% -8,542 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: restricted; 2024Q4: 146,134 shares; 2025Q1: 98,008 shares; 2025Q2: 118,312 shares; 2025Q3: 71,083 shares; 2025Q4: 64,795 shares 64,795 $62.4M 0.08% -6,288 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: restricted; 2024Q4: 230,369 shares; 2025Q1: 250,836 shares; 2025Q2: 251,568 shares; 2025Q3: 250,265 shares; 2025Q4: 238,037 shares 238,037 $62.2M 0.08% -12,228 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100,252 shares; 2025Q1: 1,081,225 shares; 2025Q2: 1,049,713 shares; 2025Q3: 996,718 shares; 2025Q4: 983,699 shares 983,699 $62M 0.08% -13,019 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256,513 shares; 2025Q1: 252,193 shares; 2025Q2: 251,710 shares; 2025Q3: 209,282 shares; 2025Q4: 168,205 shares 168,205 $61.8M 0.08% -41,077 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: restricted; 2024Q4: 1,122,351 shares; 2025Q1: 1,168,797 shares; 2025Q2: 1,183,612 shares; 2025Q3: 1,224,727 shares; 2025Q4: 1,311,166 shares 1,311,166 $61.8M 0.08% +86,439 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: restricted; 2024Q4: 214,976 shares; 2025Q1: 226,950 shares; 2025Q2: 255,575 shares; 2025Q3: 196,747 shares; 2025Q4: 199,504 shares 199,504 $61.6M 0.08% +2,757 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,623 shares; 2025Q1: 364,694 shares; 2025Q2: 855,561 shares; 2025Q3: 945,111 shares; 2025Q4: 1,474,717 shares 1,474,717 $61.3M 0.08% +529,606 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: restricted; 2024Q4: 189,143 shares; 2025Q1: 180,809 shares; 2025Q2: 181,980 shares; 2025Q3: 176,147 shares; 2025Q4: 179,568 shares 179,568 $60.6M 0.08% +3,421 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: restricted; 2024Q4: 64,452 shares; 2025Q1: 105,044 shares; 2025Q2: 104,325 shares; 2025Q3: 103,055 shares; 2025Q4: 223,986 shares 223,986 $60.2M 0.08% +120,931 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: restricted; 2024Q4: 111,155 shares; 2025Q1: 115,461 shares; 2025Q2: 293,751 shares; 2025Q3: 179,967 shares; 2025Q4: 177,964 shares 177,964 $60M 0.08% -2,003 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,938,761 shares; 2025Q1: 1,855,302 shares; 2025Q2: 1,815,048 shares; 2025Q3: 1,782,429 shares; 2025Q4: 1,753,407 shares 1,753,407 $59.9M 0.08% -29,022 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: restricted; 2024Q4: 214,040 shares; 2025Q1: 188,549 shares; 2025Q2: 186,108 shares; 2025Q3: 185,767 shares; 2025Q4: 187,270 shares 187,270 $59.8M 0.08% +1,503 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,326,235 shares; 2025Q1: 1,457,378 shares; 2025Q2: 1,416,223 shares; 2025Q3: 1,382,081 shares; 2025Q4: 1,296,940 shares 1,296,940 $59.8M 0.08% -85,141 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: restricted; 2024Q4: 525,485 shares; 2025Q1: 539,504 shares; 2025Q2: 608,418 shares; 2025Q3: 652,111 shares; 2025Q4: 681,942 shares 681,942 $59.7M 0.08% +29,831 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: restricted; 2024Q4: 580,572 shares; 2025Q1: 593,721 shares; 2025Q2: 562,712 shares; 2025Q3: 555,110 shares; 2025Q4: 551,537 shares 551,537 $59.4M 0.08% -3,573 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: restricted; 2024Q4: 145,248 shares; 2025Q1: 148,356 shares; 2025Q2: 147,884 shares; 2025Q3: 153,133 shares; 2025Q4: 155,263 shares 155,263 $57.8M 0.08% +2,130 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,700 shares; 2025Q1: 184,669 shares; 2025Q2: 167,333 shares; 2025Q3: 132,143 shares; 2025Q4: 138,870 shares 138,870 $57.4M 0.08% +6,727 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: restricted; 2024Q4: 4,569,070 shares; 2025Q1: 4,198,106 shares; 2025Q2: 4,053,852 shares; 2025Q3: 2,682,986 shares; 2025Q4: 1,105,734 shares 1,105,734 $56M 0.08% -1,577,252 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,521,584 shares; 2025Q1: 1,541,377 shares; 2025Q2: 1,650,329 shares; 2025Q3: 1,687,620 shares; 2025Q4: 1,800,573 shares 1,800,573 $55.9M 0.08% +112,953 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280,376 shares; 2025Q1: 712,499 shares; 2025Q2: 1,027,830 shares; 2025Q3: 965,435 shares; 2025Q4: 951,598 shares 951,598 $55.9M 0.08% -13,837 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: restricted; 2024Q4: 15,701 shares; 2025Q1: 33,917 shares; 2025Q2: 17,520 shares; 2025Q3: 17,360 shares; 2025Q4: 54,215 shares 54,215 $55.8M 0.08% +36,855 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: restricted; 2024Q4: 86,535 shares; 2025Q1: 81,630 shares; 2025Q2: 80,953 shares; 2025Q3: 85,625 shares; 2025Q4: 86,951 shares 86,951 $54.7M 0.07% +1,326 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,628 shares; 2025Q1: 22,170 shares; 2025Q2: 27,385 shares; 2025Q3: 178,204 shares; 2025Q4: 172,238 shares 172,238 $54.6M 0.07% -5,966 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,964 shares; 2025Q1: 114,956 shares; 2025Q2: 128,882 shares; 2025Q3: 176,296 shares; 2025Q4: 1,921,158 shares 1,921,158 $54.3M 0.07% +1,744,862 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: restricted; 2024Q4: 199,262 shares; 2025Q1: 207,169 shares; 2025Q2: 210,828 shares; 2025Q3: 214,555 shares; 2025Q4: 226,455 shares 226,455 $53.6M 0.07% +11,900 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: restricted; 2024Q4: 162,357 shares; 2025Q1: 179,426 shares; 2025Q2: 177,618 shares; 2025Q3: 188,586 shares; 2025Q4: 199,339 shares 199,339 $53M 0.07% +10,753 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: restricted; 2024Q4: 368,825 shares; 2025Q1: 370,787 shares; 2025Q2: 374,733 shares; 2025Q3: 378,417 shares; 2025Q4: 372,401 shares 372,401 $53M 0.07% -6,016 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: restricted; 2024Q4: 350,612 shares; 2025Q1: 87,176 shares; 2025Q2: 95,797 shares; 2025Q3: 127,000 shares; 2025Q4: 147,193 shares 147,193 $52M 0.07% +20,193 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: restricted; 2024Q4: 173,070 shares; 2025Q1: 223,438 shares; 2025Q2: 190,653 shares; 2025Q3: 335,522 shares; 2025Q4: 424,838 shares 424,838 $51.5M 0.07% +89,316 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: restricted; 2024Q4: 118,319 shares; 2025Q1: 118,950 shares; 2025Q2: 146,525 shares; 2025Q3: 202,796 shares; 2025Q4: 245,285 shares 245,285 $51M 0.07% +42,489 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: restricted; 2024Q4: 282,028 shares; 2025Q1: 355,516 shares; 2025Q2: 421,794 shares; 2025Q3: 443,149 shares; 2025Q4: 439,742 shares 439,742 $50.6M 0.07% -3,407 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: restricted; 2024Q4: 1,023,602 shares; 2025Q1: 852,467 shares; 2025Q2: 809,299 shares; 2025Q3: 824,047 shares; 2025Q4: 899,397 shares 899,397 $50.4M 0.07% +75,350 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: restricted; 2024Q4: 482,143 shares; 2025Q1: 657,229 shares; 2025Q2: 779,672 shares; 2025Q3: 860,241 shares; 2025Q4: 908,286 shares 908,286 $50.1M 0.07% +48,045 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: restricted; 2024Q4: 183,884 shares; 2025Q1: 186,366 shares; 2025Q2: 195,868 shares; 2025Q3: 195,325 shares; 2025Q4: 195,088 shares 195,088 $50M 0.07% -237 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: restricted; 2024Q4: 250,006 shares; 2025Q1: 359,794 shares; 2025Q2: 380,856 shares; 2025Q3: 393,399 shares; 2025Q4: 409,000 shares 409,000 $50M 0.07% +15,601 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: restricted; 2024Q4: 300,765 shares; 2025Q1: 347,763 shares; 2025Q2: 334,903 shares; 2025Q3: 336,707 shares; 2025Q4: 337,079 shares 337,079 $49.5M 0.07% +372 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: restricted; 2024Q4: 30 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 66 shares 66 $49.4M 0.07% -3 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: restricted; 2024Q4: 101,431 shares; 2025Q1: 107,496 shares; 2025Q2: 116,596 shares; 2025Q3: 113,353 shares; 2025Q4: 99,157 shares 99,157 $49.1M 0.07% -14,196 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: restricted; 2024Q4: 87,394 shares; 2025Q1: 90,020 shares; 2025Q2: 95,705 shares; 2025Q3: 97,993 shares; 2025Q4: 97,917 shares 97,917 $48.6M 0.07% -76 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384,038 shares; 2025Q1: 388,557 shares; 2025Q2: 400,127 shares; 2025Q3: 401,747 shares; 2025Q4: 414,847 shares 414,847 $48.6M 0.07% +13,100 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,135,318 shares; 2025Q1: 3,163,875 shares; 2025Q2: 3,224,664 shares; 2025Q3: 3,141,954 shares; 2025Q4: 3,202,544 shares 3,202,544 $48.4M 0.07% +60,590 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 653,513 shares; 2025Q1: 702,568 shares; 2025Q2: 725,789 shares; 2025Q3: 731,678 shares; 2025Q4: 732,794 shares 732,794 $48.4M 0.07% +1,116 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 644,094 shares; 2025Q1: 639,859 shares; 2025Q2: 657,234 shares; 2025Q3: 665,526 shares; 2025Q4: 659,616 shares 659,616 $48M 0.07% -5,910 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: restricted; 2024Q4: 85,628 shares; 2025Q1: 86,794 shares; 2025Q2: 90,729 shares; 2025Q3: 95,184 shares; 2025Q4: 88,899 shares 88,899 $48M 0.07% -6,285 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 719,197 shares 719,197 $47.9M 0.06% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,598,305 shares; 2025Q1: 1,818,245 shares; 2025Q2: 1,825,546 shares; 2025Q3: 1,668,564 shares; 2025Q4: 1,728,042 shares 1,728,042 $47.9M 0.06% +59,478 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,026,396 shares; 2025Q1: 1,912,888 shares; 2025Q2: 2,029,369 shares; 2025Q3: 2,044,081 shares; 2025Q4: 1,327,530 shares 1,327,530 $47.6M 0.06% -716,551 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: restricted; 2024Q4: 659,015 shares; 2025Q1: 694,501 shares; 2025Q2: 775,802 shares; 2025Q3: 788,356 shares; 2025Q4: 796,011 shares 796,011 $47.5M 0.06% +7,655 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: restricted; 2024Q4: 1,088,013 shares; 2025Q1: 1,080,078 shares; 2025Q2: 1,000,662 shares; 2025Q3: 995,591 shares; 2025Q4: 1,013,832 shares 1,013,832 $47.5M 0.06% +18,241 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: restricted; 2024Q4: 474,028 shares; 2025Q1: 457,178 shares; 2025Q2: 460,242 shares; 2025Q3: 458,001 shares; 2025Q4: 451,423 shares 451,423 $47.3M 0.06% -6,578 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: restricted; 2024Q4: 522,104 shares; 2025Q1: 429,838 shares; 2025Q2: 425,730 shares; 2025Q3: 410,805 shares; 2025Q4: 567,526 shares 567,526 $47M 0.06% +156,721 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,618,145 shares; 2025Q1: 1,498,303 shares; 2025Q2: 1,561,266 shares; 2025Q3: 1,575,963 shares; 2025Q4: 1,621,230 shares 1,621,230 $46.9M 0.06% +45,267 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304,952 shares; 2025Q1: 304,756 shares; 2025Q2: 341,708 shares; 2025Q3: 344,052 shares; 2025Q4: 343,048 shares 343,048 $46.7M 0.06% -1,004 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: restricted; 2024Q4: 1,370,428 shares; 2025Q1: 1,184,958 shares; 2025Q2: 1,229,537 shares; 2025Q3: 572,304 shares; 2025Q4: 574,114 shares 574,114 $46.5M 0.06% +1,810 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: restricted; 2024Q4: 578,476 shares; 2025Q1: 198,808 shares; 2025Q2: 201,709 shares; 2025Q3: 210,261 shares; 2025Q4: 222,021 shares 222,021 $46.5M 0.06% +11,760 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: restricted; 2024Q4: 262,751 shares; 2025Q1: 252,395 shares; 2025Q2: 260,176 shares; 2025Q3: 249,879 shares; 2025Q4: 245,809 shares 245,809 $46.2M 0.06% -4,070 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,995 shares; 2025Q1: 34,186 shares; 2025Q2: 35,253 shares; 2025Q3: 54,378 shares; 2025Q4: 168,321 shares 168,321 $45.5M 0.06% +113,943 Timeline HYRM 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: restricted; 2024Q4: 1,765,424 shares; 2025Q1: 1,841,098 shares; 2025Q2: 1,885,214 shares; 2025Q3: 1,904,062 shares; 2025Q4: 1,933,451 shares 1,933,451 $45.3M 0.06% +29,389 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,158 shares; 2025Q1: 191,511 shares; 2025Q2: 193,244 shares; 2025Q3: 198,975 shares; 2025Q4: 202,440 shares 202,440 $45.3M 0.06% +3,465 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459,955 shares; 2025Q1: 457,870 shares; 2025Q2: 442,461 shares; 2025Q3: 439,267 shares; 2025Q4: 483,862 shares 483,862 $45.1M 0.06% +44,595 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: restricted; 2024Q4: 239,094 shares; 2025Q1: 245,441 shares; 2025Q2: 242,873 shares; 2025Q3: 241,365 shares; 2025Q4: 245,109 shares 245,109 $44.7M 0.06% +3,744 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,169 shares; 2025Q1: 1,324,089 shares; 2025Q2: 1,406,598 shares; 2025Q3: 1,470,142 shares; 2025Q4: 1,541,924 shares 1,541,924 $44.7M 0.06% +71,782 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: restricted; 2024Q4: 139,605 shares; 2025Q1: 89,527 shares; 2025Q2: 105,358 shares; 2025Q3: 289,476 shares; 2025Q4: 365,551 shares 365,551 $44.5M 0.06% +76,075 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420,860 shares; 2025Q1: 386,563 shares; 2025Q2: 367,714 shares; 2025Q3: 371,834 shares; 2025Q4: 415,787 shares 415,787 $44.1M 0.06% +43,953 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: restricted; 2024Q4: 280,030 shares; 2025Q1: 276,771 shares; 2025Q2: 279,639 shares; 2025Q3: 300,669 shares; 2025Q4: 305,603 shares 305,603 $44.1M 0.06% +4,934 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: restricted; 2024Q4: 379,772 shares; 2025Q1: 376,801 shares; 2025Q2: 370,251 shares; 2025Q3: 363,722 shares; 2025Q4: 359,871 shares 359,871 $44.1M 0.06% -3,851 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: restricted; 2024Q4: 6,790 shares; 2025Q1: 7,349 shares; 2025Q2: 7,320 shares; 2025Q3: 7,532 shares; 2025Q4: 8,215 shares 8,215 $43.9M 0.06% +683 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: restricted; 2024Q4: 402,471 shares; 2025Q1: 456,449 shares; 2025Q2: 434,489 shares; 2025Q3: 425,896 shares; 2025Q4: 433,295 shares 433,295 $43.5M 0.06% +7,399 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: restricted; 2024Q4: 137,820 shares; 2025Q1: 141,128 shares; 2025Q2: 145,843 shares; 2025Q3: 147,291 shares; 2025Q4: 149,851 shares 149,851 $43.3M 0.06% +2,560 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: restricted; 2024Q4: 33,655 shares; 2025Q1: 34,418 shares; 2025Q2: 35,777 shares; 2025Q3: 34,345 shares; 2025Q4: 34,766 shares 34,766 $43.2M 0.06% +421 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: restricted; 2024Q4: 253,399 shares; 2025Q1: 268,992 shares; 2025Q2: 274,770 shares; 2025Q3: 668,820 shares; 2025Q4: 749,649 shares 749,649 $43M 0.06% +80,829 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,283,197 shares; 2025Q1: 1,212,516 shares; 2025Q2: 1,241,762 shares; 2025Q3: 1,230,463 shares; 2025Q4: 1,256,826 shares 1,256,826 $42.7M 0.06% +26,363 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 841,429 shares; 2025Q1: 969,107 shares; 2025Q2: 1,091,263 shares; 2025Q3: 1,204,193 shares; 2025Q4: 1,205,696 shares 1,205,696 $42.7M 0.06% +1,503 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,990 shares; 2025Q4: 454,950 shares 454,950 $42.6M 0.06% +451,960 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: restricted; 2024Q4: 399,308 shares; 2025Q1: 472,344 shares; 2025Q2: 521,980 shares; 2025Q3: 560,306 shares; 2025Q4: 572,498 shares 572,498 $42.6M 0.06% +12,192 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: restricted; 2024Q4: 525,830 shares; 2025Q1: 531,411 shares; 2025Q2: 528,638 shares; 2025Q3: 538,163 shares; 2025Q4: 529,102 shares 529,102 $41.7M 0.06% -9,061 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: restricted; 2024Q4: 853,013 shares; 2025Q1: 709,902 shares; 2025Q2: 759,177 shares; 2025Q3: 802,815 shares; 2025Q4: 812,388 shares 812,388 $41.6M 0.06% +9,573 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 48,364 shares; 2025Q2: 290,303 shares; 2025Q3: 51,177 shares; 2025Q4: 569,884 shares 569,884 $41.5M 0.06% +518,707 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: restricted; 2024Q4: 76,477 shares; 2025Q1: 92,967 shares; 2025Q2: 107,956 shares; 2025Q3: 126,645 shares; 2025Q4: 133,262 shares 133,262 $41.1M 0.06% +6,617 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: restricted; 2024Q4: 33,309 shares; 2025Q1: 35,049 shares; 2025Q2: 36,383 shares; 2025Q3: 36,750 shares; 2025Q4: 37,038 shares 37,038 $41M 0.06% +288 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: restricted; 2024Q4: 614,583 shares; 2025Q1: 622,905 shares; 2025Q2: 616,231 shares; 2025Q3: 581,909 shares; 2025Q4: 580,068 shares 580,068 $41M 0.06% -1,841 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: restricted; 2024Q4: 22,131 shares; 2025Q1: 23,221 shares; 2025Q2: 25,111 shares; 2025Q3: 24,303 shares; 2025Q4: 29,233 shares 29,233 $40.8M 0.06% +4,930 Timeline JQUA 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: restricted; 2024Q4: 632,735 shares; 2025Q1: 630,913 shares; 2025Q2: 702,894 shares; 2025Q3: 654,676 shares; 2025Q4: 634,385 shares 634,385 $40.8M 0.06% -20,291 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 13,979 shares; 2025Q3: 66,133 shares; 2025Q4: 1,453,327 shares 1,453,327 $40.2M 0.05% +1,387,194 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 507,185 shares; 2025Q1: 1,172,384 shares; 2025Q2: 1,162,641 shares; 2025Q3: 1,198,630 shares; 2025Q4: 1,171,451 shares 1,171,451 $40.2M 0.05% -27,179 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: restricted; 2024Q4: 446,667 shares; 2025Q1: 472,776 shares; 2025Q2: 456,034 shares; 2025Q3: 434,565 shares; 2025Q4: 438,313 shares 438,313 $39.5M 0.05% +3,748 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: restricted; 2024Q4: 409,458 shares; 2025Q1: 461,855 shares; 2025Q2: 429,844 shares; 2025Q3: 446,638 shares; 2025Q4: 493,398 shares 493,398 $39.4M 0.05% +46,760 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: restricted; 2024Q4: 530,845 shares; 2025Q1: 479,914 shares; 2025Q2: 431,699 shares; 2025Q3: 447,562 shares; 2025Q4: 517,743 shares 517,743 $39.2M 0.05% +70,181 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: restricted; 2024Q4: 303,233 shares; 2025Q1: 357,429 shares; 2025Q2: 413,772 shares; 2025Q3: 448,732 shares; 2025Q4: 459,391 shares 459,391 $39.1M 0.05% +10,659 Timeline AIQ 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: restricted; 2024Q4: 769,203 shares; 2025Q1: 783,043 shares; 2025Q2: 764,580 shares; 2025Q3: 774,301 shares; 2025Q4: 736,031 shares 736,031 $38.8M 0.05% -38,270 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818,004 shares; 2025Q1: 780,738 shares; 2025Q2: 799,787 shares; 2025Q3: 776,225 shares; 2025Q4: 761,791 shares 761,791 $38.4M 0.05% -14,434 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,024,841 shares; 2025Q1: 879,660 shares; 2025Q2: 863,739 shares; 2025Q3: 810,438 shares; 2025Q4: 792,835 shares 792,835 $38.3M 0.05% -17,603 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: restricted; 2024Q4: 520,832 shares; 2025Q1: 271,727 shares; 2025Q2: 263,838 shares; 2025Q3: 273,982 shares; 2025Q4: 288,438 shares 288,438 $38.1M 0.05% +14,456 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: restricted; 2024Q4: 80,189 shares; 2025Q1: 80,189 shares; 2025Q2: 82,641 shares; 2025Q3: 73,469 shares; 2025Q4: 81,246 shares 81,246 $38.1M 0.05% +7,777 Timeline SLYV 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: restricted; 2024Q4: 551,216 shares; 2025Q1: 550,712 shares; 2025Q2: 465,960 shares; 2025Q3: 424,070 shares; 2025Q4: 401,850 shares 401,850 $38M 0.05% -22,220 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: restricted; 2024Q4: 1,068,284 shares; 2025Q1: 1,116,068 shares; 2025Q2: 1,163,897 shares; 2025Q3: 1,173,227 shares; 2025Q4: 1,194,956 shares 1,194,956 $37.9M 0.05% +21,729 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 533,907 shares; 2025Q1: 532,833 shares; 2025Q2: 398,233 shares; 2025Q3: 392,918 shares; 2025Q4: 355,411 shares 355,411 $37.8M 0.05% -37,507 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: restricted; 2024Q4: 74,457 shares; 2025Q1: 84,841 shares; 2025Q2: 97,986 shares; 2025Q3: 109,359 shares; 2025Q4: 110,106 shares 110,106 $37.5M 0.05% +747 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: restricted; 2024Q4: 201,096 shares; 2025Q1: 243,765 shares; 2025Q2: 254,418 shares; 2025Q3: 251,997 shares; 2025Q4: 259,715 shares 259,715 $37.2M 0.05% +7,718 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,742 shares; 2025Q3: 179,140 shares; 2025Q4: 428,717 shares 428,717 $36.9M 0.05% +249,577 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 812,173 shares; 2025Q1: 803,543 shares; 2025Q2: 226,233 shares; 2025Q3: 323,382 shares; 2025Q4: 831,988 shares 831,988 $36.8M 0.05% +508,606 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,861 shares; 2025Q1: 162,314 shares; 2025Q2: 158,373 shares; 2025Q3: 161,724 shares; 2025Q4: 156,467 shares 156,467 $36.7M 0.05% -5,257 Timeline SMMU 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: restricted; 2024Q4: 596,414 shares; 2025Q1: 689,632 shares; 2025Q2: 842,230 shares; 2025Q3: 788,939 shares; 2025Q4: 724,387 shares 724,387 $36.6M 0.05% -64,552 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,080 shares; 2025Q1: 131,503 shares; 2025Q2: 135,853 shares; 2025Q3: 149,838 shares; 2025Q4: 195,052 shares 195,052 $36.2M 0.05% +45,214 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: restricted; 2024Q4: 57,589 shares; 2025Q1: 61,427 shares; 2025Q2: 60,125 shares; 2025Q3: 76,551 shares; 2025Q4: 81,554 shares 81,554 $35.9M 0.05% +5,003 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: restricted; 2024Q4: 275,328 shares; 2025Q1: 276,533 shares; 2025Q2: 290,752 shares; 2025Q3: 277,165 shares; 2025Q4: 203,968 shares 203,968 $35.9M 0.05% -73,197 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: restricted; 2024Q4: 26,230 shares; 2025Q1: 31,129 shares; 2025Q2: 111,986 shares; 2025Q3: 113,614 shares; 2025Q4: 135,865 shares 135,865 $35.8M 0.05% +22,251 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: restricted; 2024Q4: 62,335 shares; 2025Q1: 156,690 shares; 2025Q2: 147,557 shares; 2025Q3: 127,623 shares; 2025Q4: 235,038 shares 235,038 $35.7M 0.05% +107,415 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: restricted; 2024Q4: 1,796,834 shares; 2025Q1: 1,150,724 shares; 2025Q2: 1,120,405 shares; 2025Q3: 630,455 shares; 2025Q4: 673,413 shares 673,413 $35.7M 0.05% +42,958 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,973 shares; 2025Q1: 76,718 shares; 2025Q2: 118,250 shares; 2025Q3: 93,886 shares; 2025Q4: 664,946 shares 664,946 $35.5M 0.05% +571,060 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: restricted; 2024Q4: 1,059,209 shares; 2025Q1: 1,209,337 shares; 2025Q2: 1,201,435 shares; 2025Q3: 834,892 shares; 2025Q4: 601,260 shares 601,260 $35.4M 0.05% -233,632 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: restricted; 2024Q4: 286,990 shares; 2025Q1: 149,247 shares; 2025Q2: 138,318 shares; 2025Q3: 396,368 shares; 2025Q4: 436,076 shares 436,076 $35.2M 0.05% +39,708 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: restricted; 2024Q4: 121,859 shares; 2025Q1: 133,627 shares; 2025Q2: 140,416 shares; 2025Q3: 143,684 shares; 2025Q4: 152,196 shares 152,196 $35M 0.05% +8,512 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: restricted; 2024Q4: 493,997 shares; 2025Q1: 666,600 shares; 2025Q2: 702,059 shares; 2025Q3: 902,012 shares; 2025Q4: 857,225 shares 857,225 $34.4M 0.05% -44,787 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,783 shares; 2025Q1: 26,001 shares; 2025Q2: 124,984 shares; 2025Q3: 594,072 shares; 2025Q4: 639,142 shares 639,142 $33.9M 0.05% +45,070 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537,231 shares; 2025Q1: 1,553,363 shares; 2025Q2: 1,555,988 shares; 2025Q3: 1,362,975 shares; 2025Q4: 1,481,704 shares 1,481,704 $33.6M 0.05% +118,729 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,120 shares; 2025Q1: 724,415 shares; 2025Q2: 781,458 shares; 2025Q3: 832,158 shares; 2025Q4: 898,723 shares 898,723 $33.6M 0.05% +66,565 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,120 shares; 2025Q1: 4,285 shares; 2025Q2: 4,359 shares; 2025Q3: 4,474 shares; 2025Q4: 351,911 shares 351,911 $33.6M 0.05% +347,437 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: restricted; 2024Q4: 227,109 shares; 2025Q1: 310,258 shares; 2025Q2: 321,048 shares; 2025Q3: 348,657 shares; 2025Q4: 399,219 shares 399,219 $33.5M 0.05% +50,562 Timeline DFSV 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: restricted; 2024Q4: 727,961 shares; 2025Q1: 784,338 shares; 2025Q2: 895,938 shares; 2025Q3: 1,000,208 shares; 2025Q4: 980,120 shares 980,120 $33.5M 0.05% -20,088 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: restricted; 2024Q4: 100,745 shares; 2025Q1: 120,176 shares; 2025Q2: 127,835 shares; 2025Q3: 127,708 shares; 2025Q4: 121,274 shares 121,274 $32.9M 0.04% -6,434 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373,950 shares; 2025Q1: 405,806 shares; 2025Q2: 367,587 shares; 2025Q3: 372,629 shares; 2025Q4: 377,912 shares 377,912 $32.9M 0.04% +5,283 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,847 shares; 2025Q1: 160,855 shares; 2025Q2: 187,685 shares; 2025Q3: 196,331 shares; 2025Q4: 207,392 shares 207,392 $32.7M 0.04% +11,061 Timeline JPIN 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: restricted; 2024Q4: 556,019 shares; 2025Q1: 501,889 shares; 2025Q2: 488,451 shares; 2025Q3: 482,607 shares; 2025Q4: 470,166 shares 470,166 $32.6M 0.04% -12,441 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: restricted; 2024Q4: 1,020,932 shares; 2025Q1: 1,051,535 shares; 2025Q2: 1,063,229 shares; 2025Q3: 1,047,371 shares; 2025Q4: 1,033,738 shares 1,033,738 $32.5M 0.04% -13,633 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: restricted; 2024Q4: 268,533 shares; 2025Q1: 259,668 shares; 2025Q2: 249,621 shares; 2025Q3: 259,160 shares; 2025Q4: 266,753 shares 266,753 $32.5M 0.04% +7,593 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: restricted; 2024Q4: 126,538 shares; 2025Q1: 261,940 shares; 2025Q2: 240,942 shares; 2025Q3: 249,247 shares; 2025Q4: 270,784 shares 270,784 $32.4M 0.04% +21,537 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282,941 shares; 2025Q1: 307,790 shares; 2025Q2: 413,364 shares; 2025Q3: 489,266 shares; 2025Q4: 523,922 shares 523,922 $32.3M 0.04% +34,656 Timeline XSMO 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: restricted; 2024Q4: 237,115 shares; 2025Q1: 299,125 shares; 2025Q2: 462,553 shares; 2025Q3: 442,129 shares; 2025Q4: 435,326 shares 435,326 $32.3M 0.04% -6,803 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 869,869 shares; 2025Q1: 867,825 shares; 2025Q2: 887,874 shares; 2025Q3: 897,223 shares; 2025Q4: 896,994 shares 896,994 $32.2M 0.04% -229 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: restricted; 2024Q4: 97,193 shares; 2025Q1: 93,905 shares; 2025Q2: 93,880 shares; 2025Q3: 95,030 shares; 2025Q4: 100,451 shares 100,451 $31.9M 0.04% +5,421 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: restricted; 2024Q4: 202,143 shares; 2025Q1: 205,203 shares; 2025Q2: 209,748 shares; 2025Q3: 210,749 shares; 2025Q4: 210,381 shares 210,381 $31.8M 0.04% -368 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: restricted; 2024Q4: 77,357 shares; 2025Q1: 79,452 shares; 2025Q2: 196,942 shares; 2025Q3: 178,374 shares; 2025Q4: 347,162 shares 347,162 $31.8M 0.04% +168,788 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: restricted; 2024Q4: 306,043 shares; 2025Q1: 311,600 shares; 2025Q2: 324,027 shares; 2025Q3: 332,974 shares; 2025Q4: 332,638 shares 332,638 $31.7M 0.04% -336 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,111 shares; 2025Q1: 174,983 shares; 2025Q2: 217,344 shares; 2025Q3: 236,864 shares; 2025Q4: 123,369 shares 123,369 $31.6M 0.04% -113,495 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: restricted; 2024Q4: 28,008 shares; 2025Q1: 27,174 shares; 2025Q2: 32,971 shares; 2025Q3: 32,855 shares; 2025Q4: 33,126 shares 33,126 $31.5M 0.04% +271 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: restricted; 2024Q4: 66,291 shares; 2025Q1: 68,770 shares; 2025Q2: 69,118 shares; 2025Q3: 69,136 shares; 2025Q4: 71,161 shares 71,161 $31.3M 0.04% +2,025 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,266 shares; 2025Q1: 240,183 shares; 2025Q2: 241,388 shares; 2025Q3: 244,862 shares; 2025Q4: 254,439 shares 254,439 $31.3M 0.04% +9,577 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477,158 shares; 2025Q1: 552,713 shares; 2025Q2: 593,102 shares; 2025Q3: 584,313 shares; 2025Q4: 584,258 shares 584,258 $31.2M 0.04% -55 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: restricted; 2024Q4: 488,382 shares; 2025Q1: 497,768 shares; 2025Q2: 590,650 shares; 2025Q3: 592,573 shares; 2025Q4: 591,815 shares 591,815 $31.2M 0.04% -758 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: restricted; 2024Q4: 210,030 shares; 2025Q1: 245,016 shares; 2025Q2: 278,401 shares; 2025Q3: 296,340 shares; 2025Q4: 293,171 shares 293,171 $31.1M 0.04% -3,169 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 243,145 shares; 2025Q1: 250,014 shares; 2025Q2: 276,457 shares; 2025Q3: 295,838 shares; 2025Q4: 312,494 shares 312,494 $31M 0.04% +16,656 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: restricted; 2024Q4: 281,270 shares; 2025Q1: 294,969 shares; 2025Q2: 375,117 shares; 2025Q3: 329,221 shares; 2025Q4: 338,605 shares 338,605 $31M 0.04% +9,384 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: restricted; 2024Q4: 190,615 shares; 2025Q1: 200,247 shares; 2025Q2: 209,165 shares; 2025Q3: 207,240 shares; 2025Q4: 212,133 shares 212,133 $30.8M 0.04% +4,893 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: restricted; 2024Q4: 185,833 shares; 2025Q1: 190,069 shares; 2025Q2: 212,357 shares; 2025Q3: 226,390 shares; 2025Q4: 280,920 shares 280,920 $30.8M 0.04% +54,530 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: restricted; 2024Q4: 599,423 shares; 2025Q1: 530,532 shares; 2025Q2: 454,228 shares; 2025Q3: 448,739 shares; 2025Q4: 549,181 shares 549,181 $30.7M 0.04% +100,442 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,505 shares; 2025Q1: 101,935 shares; 2025Q2: 101,207 shares; 2025Q3: 99,181 shares; 2025Q4: 97,516 shares 97,516 $30.6M 0.04% -1,665 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,637 shares; 2025Q1: 49,930 shares; 2025Q2: 35,444 shares; 2025Q3: 124,102 shares; 2025Q4: 760,417 shares 760,417 $30.2M 0.04% +636,315 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566,304 shares; 2025Q1: 590,079 shares; 2025Q2: 634,244 shares; 2025Q3: 651,189 shares; 2025Q4: 708,917 shares 708,917 $30.2M 0.04% +57,728 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,098 shares; 2025Q1: 16,723 shares; 2025Q2: 59,528 shares; 2025Q3: 191,429 shares; 2025Q4: 498,713 shares 498,713 $30M 0.04% +307,284 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110,327 shares; 2025Q1: 1,186,050 shares; 2025Q2: 1,246,096 shares; 2025Q3: 1,286,741 shares; 2025Q4: 1,343,240 shares 1,343,240 $30M 0.04% +56,499 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: restricted; 2024Q4: 871,438 shares; 2025Q1: 698,888 shares; 2025Q2: 1,040,031 shares; 2025Q3: 785,515 shares; 2025Q4: 1,135,863 shares 1,135,863 $29.5M 0.04% +350,348 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: restricted; 2024Q4: 892,248 shares; 2025Q1: 1,149,292 shares; 2025Q2: 1,057,990 shares; 2025Q3: 916,230 shares; 2025Q4: 867,769 shares 867,769 $29.4M 0.04% -48,461 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,704 shares; 2025Q1: 403,829 shares; 2025Q2: 421,195 shares; 2025Q3: 408,385 shares; 2025Q4: 391,532 shares 391,532 $29.3M 0.04% -16,853 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: restricted; 2024Q4: 945,319 shares; 2025Q1: 942,846 shares; 2025Q2: 833,782 shares; 2025Q3: 799,593 shares; 2025Q4: 808,235 shares 808,235 $29.2M 0.04% +8,642 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 154,342 shares; 2025Q1: 253,658 shares; 2025Q2: 336,918 shares; 2025Q3: 354,658 shares; 2025Q4: 381,458 shares 381,458 $29.2M 0.04% +26,800 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,909 shares; 2025Q1: 115,194 shares; 2025Q2: 50,139 shares; 2025Q3: 134,363 shares; 2025Q4: 136,049 shares 136,049 $29.2M 0.04% +1,686 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: restricted; 2024Q4: 465,151 shares; 2025Q1: 389,417 shares; 2025Q2: 407,632 shares; 2025Q3: 387,382 shares; 2025Q4: 396,997 shares 396,997 $28.8M 0.04% +9,615 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: restricted; 2024Q4: 30,676 shares; 2025Q1: 32,535 shares; 2025Q2: 39,329 shares; 2025Q3: 48,895 shares; 2025Q4: 42,819 shares 42,819 $28.7M 0.04% -6,076 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 616,535 shares; 2025Q1: 681,280 shares; 2025Q2: 673,845 shares; 2025Q3: 685,906 shares; 2025Q4: 700,200 shares 700,200 $28.7M 0.04% +14,294 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: restricted; 2024Q4: 23,397 shares; 2025Q1: 31,658 shares; 2025Q2: 46,145 shares; 2025Q3: 51,160 shares; 2025Q4: 52,065 shares 52,065 $28.5M 0.04% +905 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 755,684 shares; 2025Q1: 713,610 shares; 2025Q2: 703,054 shares; 2025Q3: 688,624 shares; 2025Q4: 654,711 shares 654,711 $28.3M 0.04% -33,913 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459,973 shares; 2025Q1: 544,684 shares; 2025Q2: 417,852 shares; 2025Q3: 429,001 shares; 2025Q4: 394,966 shares 394,966 $28.3M 0.04% -34,035 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 341,391 shares; 2025Q1: 290,761 shares; 2025Q2: 231,557 shares; 2025Q3: 241,871 shares; 2025Q4: 264,654 shares 264,654 $28.3M 0.04% +22,783 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: restricted; 2024Q4: 287,437 shares; 2025Q1: 285,872 shares; 2025Q2: 322,275 shares; 2025Q3: 312,868 shares; 2025Q4: 252,663 shares 252,663 $28.3M 0.04% -60,205 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523,599 shares; 2025Q1: 493,782 shares; 2025Q2: 495,503 shares; 2025Q3: 468,884 shares; 2025Q4: 488,351 shares 488,351 $28.1M 0.04% +19,467 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818,836 shares; 2025Q1: 839,124 shares; 2025Q2: 673,664 shares; 2025Q3: 474,863 shares; 2025Q4: 463,832 shares 463,832 $28M 0.04% -11,031 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: restricted; 2024Q4: 424,062 shares; 2025Q1: 412,807 shares; 2025Q2: 433,673 shares; 2025Q3: 472,835 shares; 2025Q4: 488,586 shares 488,586 $28M 0.04% +15,751 Timeline ITM 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: restricted; 2024Q4: 750,540 shares; 2025Q1: 688,408 shares; 2025Q2: 643,409 shares; 2025Q3: 589,811 shares; 2025Q4: 593,125 shares 593,125 $28M 0.04% +3,314 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: restricted; 2024Q4: 53,358 shares; 2025Q1: 422,021 shares; 2025Q2: 273,704 shares; 2025Q3: 241,149 shares; 2025Q4: 233,428 shares 233,428 $27.7M 0.04% -7,721 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,259 shares; 2025Q1: 99,596 shares; 2025Q2: 101,273 shares; 2025Q3: 161,433 shares; 2025Q4: 163,258 shares 163,258 $27.7M 0.04% +1,825 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: restricted; 2024Q4: 37,918 shares; 2025Q1: 93,654 shares; 2025Q2: 114,975 shares; 2025Q3: 122,493 shares; 2025Q4: 157,712 shares 157,712 $27.6M 0.04% +35,219 Timeline PRFZ 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: restricted; 2024Q4: 535,494 shares; 2025Q1: 525,359 shares; 2025Q2: 471,556 shares; 2025Q3: 489,691 shares; 2025Q4: 579,102 shares 579,102 $27.5M 0.04% +89,411 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: restricted; 2024Q4: 307,821 shares; 2025Q1: 484,437 shares; 2025Q2: 524,361 shares; 2025Q3: 540,210 shares; 2025Q4: 571,004 shares 571,004 $27.4M 0.04% +30,794 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: restricted; 2024Q4: 234,870 shares; 2025Q1: 269,154 shares; 2025Q2: 254,564 shares; 2025Q3: 266,118 shares; 2025Q4: 282,461 shares 282,461 $27.3M 0.04% +16,343 Timeline PIZ 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: restricted; 2024Q4: 712,320 shares; 2025Q1: 577,452 shares; 2025Q2: 563,947 shares; 2025Q3: 547,941 shares; 2025Q4: 537,373 shares 537,373 $27.1M 0.04% -10,568 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: restricted; 2024Q4: 243,749 shares; 2025Q1: 265,740 shares; 2025Q2: 315,022 shares; 2025Q3: 414,044 shares; 2025Q4: 461,480 shares 461,480 $27.1M 0.04% +47,436 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: restricted; 2024Q4: 102,647 shares; 2025Q1: 91,609 shares; 2025Q2: 109,569 shares; 2025Q3: 90,629 shares; 2025Q4: 95,023 shares 95,023 $27.1M 0.04% +4,394 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: restricted; 2024Q4: 39,447 shares; 2025Q1: 159,741 shares; 2025Q2: 228,305 shares; 2025Q3: 318,724 shares; 2025Q4: 451,831 shares 451,831 $26.9M 0.04% +133,107 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: restricted; 2024Q4: 608,592 shares; 2025Q1: 558,828 shares; 2025Q2: 508,478 shares; 2025Q3: 482,038 shares; 2025Q4: 455,495 shares 455,495 $26.8M 0.04% -26,543 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: restricted; 2024Q4: 145,836 shares; 2025Q1: 140,753 shares; 2025Q2: 146,533 shares; 2025Q3: 180,188 shares; 2025Q4: 186,406 shares 186,406 $26.6M 0.04% +6,218 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,461 shares; 2025Q1: 48,021 shares; 2025Q2: 48,282 shares; 2025Q3: 141,793 shares; 2025Q4: 324,484 shares 324,484 $26.6M 0.04% +182,691 Timeline NTSX 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: restricted; 2024Q4: 465,062 shares; 2025Q1: 491,369 shares; 2025Q2: 437,657 shares; 2025Q3: 479,715 shares; 2025Q4: 477,701 shares 477,701 $26.6M 0.04% -2,014 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572,203 shares; 2025Q1: 586,876 shares; 2025Q2: 594,791 shares; 2025Q3: 613,975 shares; 2025Q4: 652,916 shares 652,916 $26.6M 0.04% +38,941 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: restricted; 2024Q4: 767,498 shares; 2025Q1: 783,768 shares; 2025Q2: 579,615 shares; 2025Q3: 576,642 shares; 2025Q4: 544,325 shares 544,325 $26.4M 0.04% -32,317 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: restricted; 2024Q4: 123,174 shares; 2025Q1: 120,687 shares; 2025Q2: 160,477 shares; 2025Q3: 156,319 shares; 2025Q4: 166,161 shares 166,161 $26.3M 0.04% +9,842 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: restricted; 2024Q4: 341,756 shares; 2025Q1: 316,169 shares; 2025Q2: 293,565 shares; 2025Q3: 286,472 shares; 2025Q4: 289,464 shares 289,464 $25.9M 0.04% +2,992 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,717 shares; 2025Q4: 828,462 shares 828,462 $25.7M 0.03% +813,745 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,955 shares; 2025Q1: 4,109 shares; 2025Q2: not reported; 2025Q3: 30,020 shares; 2025Q4: 109,089 shares 109,089 $25.6M 0.03% +79,069 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: restricted; 2024Q4: 867,159 shares; 2025Q1: 819,862 shares; 2025Q2: 803,499 shares; 2025Q3: 770,365 shares; 2025Q4: 750,940 shares 750,940 $25.2M 0.03% -19,425 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,553 shares; 2025Q1: 269,101 shares; 2025Q2: 357,482 shares; 2025Q3: 621,719 shares; 2025Q4: 572,116 shares 572,116 $25.2M 0.03% -49,603 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319,052 shares; 2025Q1: 140,270 shares; 2025Q2: 602,335 shares; 2025Q3: 623,372 shares; 2025Q4: 538,835 shares 538,835 $25.1M 0.03% -84,537 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: restricted; 2024Q4: 148,413 shares; 2025Q1: 217,196 shares; 2025Q2: 233,963 shares; 2025Q3: 315,280 shares; 2025Q4: 293,164 shares 293,164 $25.1M 0.03% -22,116 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: restricted; 2024Q4: 312,917 shares; 2025Q1: 326,903 shares; 2025Q2: 307,024 shares; 2025Q3: 314,259 shares; 2025Q4: 346,209 shares 346,209 $25.1M 0.03% +31,950 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,493 shares; 2025Q1: 117,385 shares; 2025Q2: 127,791 shares; 2025Q3: 159,287 shares; 2025Q4: 154,598 shares 154,598 $25.1M 0.03% -4,689 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: restricted; 2024Q4: 101,634 shares; 2025Q1: 77,906 shares; 2025Q2: 125,825 shares; 2025Q3: 149,607 shares; 2025Q4: 182,453 shares 182,453 $25M 0.03% +32,846 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528,933 shares; 2025Q1: 574,906 shares; 2025Q2: 598,391 shares; 2025Q3: 623,384 shares; 2025Q4: 666,796 shares 666,796 $24.9M 0.03% +43,412 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: restricted; 2024Q4: 157,474 shares; 2025Q1: 154,273 shares; 2025Q2: 157,413 shares; 2025Q3: 147,103 shares; 2025Q4: 146,156 shares 146,156 $24.8M 0.03% -947 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,490 shares; 2025Q1: 44,236 shares; 2025Q2: 77,215 shares; 2025Q3: 161,210 shares; 2025Q4: 91,798 shares 91,798 $24.8M 0.03% -69,412 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: restricted; 2024Q4: 237,634 shares; 2025Q1: 264,037 shares; 2025Q2: 1,286,810 shares; 2025Q3: 718,175 shares; 2025Q4: 891,188 shares 891,188 $24.8M 0.03% +173,013 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: restricted; 2024Q4: 315,936 shares; 2025Q1: 402,967 shares; 2025Q2: 440,815 shares; 2025Q3: 440,248 shares; 2025Q4: 416,911 shares 416,911 $24.8M 0.03% -23,337 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 906,037 shares; 2025Q1: 687,431 shares; 2025Q2: 663,855 shares; 2025Q3: 652,875 shares; 2025Q4: 639,161 shares 639,161 $24.8M 0.03% -13,714 Timeline HACK 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: restricted; 2024Q4: 325,470 shares; 2025Q1: 318,742 shares; 2025Q2: 313,019 shares; 2025Q3: 309,408 shares; 2025Q4: 305,744 shares 305,744 $24.6M 0.03% -3,664 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: restricted; 2024Q4: 740,084 shares; 2025Q1: 883,677 shares; 2025Q2: 927,008 shares; 2025Q3: 914,086 shares; 2025Q4: 899,231 shares 899,231 $24.6M 0.03% -14,855 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,104 shares; 2025Q1: 181,810 shares; 2025Q2: 186,816 shares; 2025Q3: 159,240 shares; 2025Q4: 317,332 shares 317,332 $24.6M 0.03% +158,092 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: restricted; 2024Q4: 389,071 shares; 2025Q1: 436,040 shares; 2025Q2: 430,606 shares; 2025Q3: 415,407 shares; 2025Q4: 409,706 shares 409,706 $24.6M 0.03% -5,701 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,252 shares; 2025Q1: 236,047 shares; 2025Q2: 245,390 shares; 2025Q3: 250,843 shares; 2025Q4: 252,049 shares 252,049 $24.6M 0.03% +1,206 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: restricted; 2024Q4: 127,506 shares; 2025Q1: 143,291 shares; 2025Q2: 119,336 shares; 2025Q3: 119,719 shares; 2025Q4: 119,953 shares 119,953 $24.3M 0.03% +234 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,150 shares; 2025Q1: 223,819 shares; 2025Q2: 223,023 shares; 2025Q3: 282,645 shares; 2025Q4: 272,701 shares 272,701 $24.3M 0.03% -9,944 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,532 shares; 2025Q1: 47,322 shares; 2025Q2: 29,208 shares; 2025Q3: 29,283 shares; 2025Q4: 67,146 shares 67,146 $24M 0.03% +37,863 Timeline DISV 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: restricted; 2024Q4: 546,307 shares; 2025Q1: 589,099 shares; 2025Q2: 625,156 shares; 2025Q3: 627,788 shares; 2025Q4: 617,133 shares 617,133 $23.9M 0.03% -10,655 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: restricted; 2024Q4: 1,013,478 shares; 2025Q1: 993,540 shares; 2025Q2: 848,565 shares; 2025Q3: 944,912 shares; 2025Q4: 896,414 shares 896,414 $23.8M 0.03% -48,498 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: restricted; 2024Q4: 638,953 shares; 2025Q1: 640,983 shares; 2025Q2: 575,263 shares; 2025Q3: 580,165 shares; 2025Q4: 595,961 shares 595,961 $23.7M 0.03% +15,796 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: restricted; 2024Q4: 16,894 shares; 2025Q1: 191,310 shares; 2025Q2: 178,550 shares; 2025Q3: 184,944 shares; 2025Q4: 183,052 shares 183,052 $23.7M 0.03% -1,892 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080,766 shares; 2025Q1: 1,256,497 shares; 2025Q2: 726,569 shares; 2025Q3: 556,677 shares; 2025Q4: 2,760,659 shares 2,760,659 $23.7M 0.03% +2,203,982 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: restricted; 2024Q4: 117,916 shares; 2025Q1: 162,603 shares; 2025Q2: 218,275 shares; 2025Q3: 240,693 shares; 2025Q4: 223,689 shares 223,689 $23.5M 0.03% -17,004 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: restricted; 2024Q4: 38,838 shares; 2025Q1: 79,888 shares; 2025Q2: 88,581 shares; 2025Q3: 90,398 shares; 2025Q4: 92,420 shares 92,420 $23.5M 0.03% +2,022 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: restricted; 2024Q4: 413,486 shares; 2025Q1: 438,557 shares; 2025Q2: 486,910 shares; 2025Q3: 523,121 shares; 2025Q4: 512,637 shares 512,637 $23.4M 0.03% -10,484 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 422,477 shares; 2025Q1: 357,338 shares; 2025Q2: 308,991 shares; 2025Q3: 321,124 shares; 2025Q4: 320,123 shares 320,123 $23.3M 0.03% -1,001 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: restricted; 2024Q4: 266,407 shares; 2025Q1: 329,826 shares; 2025Q2: 349,177 shares; 2025Q3: 358,814 shares; 2025Q4: 301,550 shares 301,550 $23.3M 0.03% -57,264 Timeline DWM 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: restricted; 2024Q4: 465,597 shares; 2025Q1: 342,197 shares; 2025Q2: 314,751 shares; 2025Q3: 305,383 shares; 2025Q4: 331,892 shares 331,892 $23.2M 0.03% +26,509 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,112 shares; 2025Q1: 226,878 shares; 2025Q2: 246,903 shares; 2025Q3: 238,303 shares; 2025Q4: 225,867 shares 225,867 $23.1M 0.03% -12,436 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: restricted; 2024Q4: 162,261 shares; 2025Q1: 177,009 shares; 2025Q2: 743,213 shares; 2025Q3: 322,044 shares; 2025Q4: 351,984 shares 351,984 $23M 0.03% +29,940 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,121 shares; 2025Q1: 46,547 shares; 2025Q2: 65,322 shares; 2025Q3: 97,894 shares; 2025Q4: 97,397 shares 97,397 $23M 0.03% -497 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,508 shares; 2025Q4: 447,327 shares 447,327 $22.9M 0.03% +440,819 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: restricted; 2024Q4: 225,702 shares; 2025Q1: 230,468 shares; 2025Q2: 226,210 shares; 2025Q3: 228,996 shares; 2025Q4: 497,537 shares 497,537 $22.7M 0.03% +268,541 Timeline PREF 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: restricted; 2024Q4: 1,172,413 shares; 2025Q1: 1,233,237 shares; 2025Q2: 1,213,739 shares; 2025Q3: 1,209,282 shares; 2025Q4: 1,188,051 shares 1,188,051 $22.7M 0.03% -21,231 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517,186 shares; 2025Q1: 741,277 shares; 2025Q2: 749,758 shares; 2025Q3: 772,866 shares; 2025Q4: 838,636 shares 838,636 $22.5M 0.03% +65,770 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: restricted; 2024Q4: 89,971 shares; 2025Q1: 119,291 shares; 2025Q2: 260,506 shares; 2025Q3: 121,260 shares; 2025Q4: 202,446 shares 202,446 $22.5M 0.03% +81,186 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604,980 shares; 2025Q1: 785,035 shares; 2025Q2: 826,504 shares; 2025Q3: 881,660 shares; 2025Q4: 990,835 shares 990,835 $22.5M 0.03% +109,175 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364,852 shares; 2025Q1: 206,895 shares; 2025Q2: 163,732 shares; 2025Q3: 153,999 shares; 2025Q4: 156,167 shares 156,167 $22.3M 0.03% +2,168 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362,241 shares; 2025Q1: 380,899 shares; 2025Q2: 401,289 shares; 2025Q3: 428,079 shares; 2025Q4: 469,488 shares 469,488 $22.3M 0.03% +41,409 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: restricted; 2024Q4: 220,221 shares; 2025Q1: 245,723 shares; 2025Q2: 237,150 shares; 2025Q3: 240,371 shares; 2025Q4: 234,372 shares 234,372 $22.3M 0.03% -5,999 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: restricted; 2024Q4: 220,966 shares; 2025Q1: 143,328 shares; 2025Q2: 205,107 shares; 2025Q3: 217,865 shares; 2025Q4: 238,919 shares 238,919 $22.1M 0.03% +21,054 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: restricted; 2024Q4: 340,236 shares; 2025Q1: 352,656 shares; 2025Q2: 374,435 shares; 2025Q3: 368,057 shares; 2025Q4: 391,135 shares 391,135 $22.1M 0.03% +23,078 Timeline KNO INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078,127 shares; 2025Q1: 468,246 shares; 2025Q2: 427,974 shares; 2025Q3: 422,000 shares; 2025Q4: 416,531 shares 416,531 $21.9M 0.03% -5,469 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,015 shares; 2025Q1: 136,178 shares; 2025Q2: 73,959 shares; 2025Q3: 353,911 shares; 2025Q4: 473,768 shares 473,768 $21.8M 0.03% +119,857 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: restricted; 2024Q4: 267,563 shares; 2025Q1: 263,288 shares; 2025Q2: 258,834 shares; 2025Q3: 285,484 shares; 2025Q4: 269,271 shares 269,271 $21.6M 0.03% -16,213 Timeline CGSD 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: restricted; 2024Q4: 305,828 shares; 2025Q1: 466,899 shares; 2025Q2: 640,707 shares; 2025Q3: 749,658 shares; 2025Q4: 828,597 shares 828,597 $21.6M 0.03% +78,939 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,782 shares; 2025Q1: 221,026 shares; 2025Q2: 132,934 shares; 2025Q3: 304,304 shares; 2025Q4: 114,750 shares 114,750 $21.5M 0.03% -189,554 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: restricted; 2024Q4: 26,617 shares; 2025Q1: 31,604 shares; 2025Q2: 45,355 shares; 2025Q3: 60,794 shares; 2025Q4: 71,273 shares 71,273 $21.4M 0.03% +10,479 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 416,575 shares; 2025Q1: 412,711 shares; 2025Q2: 407,806 shares; 2025Q3: 470,365 shares; 2025Q4: 483,033 shares 483,033 $21.4M 0.03% +12,668 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: restricted; 2024Q4: 85,548 shares; 2025Q1: 89,050 shares; 2025Q2: 88,468 shares; 2025Q3: 89,614 shares; 2025Q4: 98,635 shares 98,635 $21.3M 0.03% +9,021 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,574 shares; 2025Q1: 184,869 shares; 2025Q2: 265,300 shares; 2025Q3: 352,925 shares; 2025Q4: 406,155 shares 406,155 $21.3M 0.03% +53,230 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: restricted; 2024Q4: 262,407 shares; 2025Q1: 254,976 shares; 2025Q2: 242,829 shares; 2025Q3: 285,147 shares; 2025Q4: 293,601 shares 293,601 $21.3M 0.03% +8,454 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108,060 shares; 2025Q1: 110,599 shares; 2025Q2: 122,557 shares; 2025Q3: 123,108 shares; 2025Q4: 124,746 shares 124,746 $21.2M 0.03% +1,638 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: restricted; 2024Q4: 355,015 shares; 2025Q1: 434,975 shares; 2025Q2: 426,460 shares; 2025Q3: 436,237 shares; 2025Q4: 580,577 shares 580,577 $21.1M 0.03% +144,340 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: restricted; 2024Q4: 206,267 shares; 2025Q1: 209,807 shares; 2025Q2: 199,974 shares; 2025Q3: 211,202 shares; 2025Q4: 491,486 shares 491,486 $21.1M 0.03% +280,284 Timeline WCMI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,334 shares; 2025Q4: 1,177,458 shares 1,177,458 $20.9M 0.03% +1,046,124 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: restricted; 2024Q4: 204,431 shares; 2025Q1: 208,763 shares; 2025Q2: 221,277 shares; 2025Q3: 222,570 shares; 2025Q4: 196,300 shares 196,300 $20.9M 0.03% -26,270 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: restricted; 2024Q4: 68,124 shares; 2025Q1: 67,286 shares; 2025Q2: 59,661 shares; 2025Q3: 78,522 shares; 2025Q4: 78,590 shares 78,590 $20.7M 0.03% +68 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: restricted; 2024Q4: 132,109 shares; 2025Q1: 158,934 shares; 2025Q2: 185,958 shares; 2025Q3: 137,188 shares; 2025Q4: 151,226 shares 151,226 $20.6M 0.03% +14,038 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,623 shares; 2025Q1: 199,068 shares; 2025Q2: 246,739 shares; 2025Q3: 250,281 shares; 2025Q4: 351,015 shares 351,015 $20.6M 0.03% +100,734 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: restricted; 2024Q4: 652,356 shares; 2025Q1: 550,254 shares; 2025Q2: 524,878 shares; 2025Q3: 580,162 shares; 2025Q4: 711,186 shares 711,186 $20.5M 0.03% +131,024 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,509 shares; 2025Q1: 207,509 shares; 2025Q2: 211,494 shares; 2025Q3: 310,200 shares; 2025Q4: 317,530 shares 317,530 $20.4M 0.03% +7,330 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 956,616 shares; 2025Q1: 955,017 shares; 2025Q2: 500,873 shares; 2025Q3: 541,285 shares; 2025Q4: 718,490 shares 718,490 $20.4M 0.03% +177,205 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: restricted; 2024Q4: 207,197 shares; 2025Q1: 187,975 shares; 2025Q2: 191,582 shares; 2025Q3: 205,752 shares; 2025Q4: 213,449 shares 213,449 $20.3M 0.03% +7,697 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338,773 shares; 2025Q1: 418,118 shares; 2025Q2: 429,258 shares; 2025Q3: 412,985 shares; 2025Q4: 434,195 shares 434,195 $20.3M 0.03% +21,210 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: restricted; 2024Q4: 68,681 shares; 2025Q1: 71,463 shares; 2025Q2: 67,849 shares; 2025Q3: 69,811 shares; 2025Q4: 68,259 shares 68,259 $20.1M 0.03% -1,552 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372,262 shares; 2025Q1: 379,925 shares; 2025Q2: 371,285 shares; 2025Q3: 214,916 shares; 2025Q4: 216,645 shares 216,645 $20M 0.03% +1,729 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552,029 shares; 2025Q1: 610,462 shares; 2025Q2: 598,935 shares; 2025Q3: 603,221 shares; 2025Q4: 659,475 shares 659,475 $19.9M 0.03% +56,254 Timeline JBND 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: restricted; 2024Q4: 296,992 shares; 2025Q1: 274,659 shares; 2025Q2: 412,063 shares; 2025Q3: 386,302 shares; 2025Q4: 368,627 shares 368,627 $19.9M 0.03% -17,675 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: restricted; 2024Q4: 81,325 shares; 2025Q1: 53,541 shares; 2025Q2: 50,686 shares; 2025Q3: 51,681 shares; 2025Q4: 52,339 shares 52,339 $19.9M 0.03% +658 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,520 shares; 2025Q1: 155,554 shares; 2025Q2: 196,143 shares; 2025Q3: 235,793 shares; 2025Q4: 242,157 shares 242,157 $19.9M 0.03% +6,364 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,344 shares; 2025Q1: 178,402 shares; 2025Q2: 162,143 shares; 2025Q3: 171,382 shares; 2025Q4: 179,740 shares 179,740 $19.8M 0.03% +8,358 Timeline FMED FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 583,615 shares; 2025Q1: 612,212 shares; 2025Q2: 688,750 shares; 2025Q3: 683,362 shares; 2025Q4: 714,991 shares 714,991 $19.7M 0.03% +31,629 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,857 shares; 2025Q1: 55,071 shares; 2025Q2: 262,037 shares; 2025Q3: 587,154 shares; 2025Q4: 219,149 shares 219,149 $19.6M 0.03% -368,005 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: restricted; 2024Q4: 324,243 shares; 2025Q1: 174,422 shares; 2025Q2: 172,596 shares; 2025Q3: 177,521 shares; 2025Q4: 192,210 shares 192,210 $19.6M 0.03% +14,689 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: restricted; 2024Q4: 240,665 shares; 2025Q1: 290,937 shares; 2025Q2: 259,834 shares; 2025Q3: 243,901 shares; 2025Q4: 275,868 shares 275,868 $19.6M 0.03% +31,967 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: restricted; 2024Q4: 279,145 shares; 2025Q1: 319,132 shares; 2025Q2: 253,838 shares; 2025Q3: 103,983 shares; 2025Q4: 388,193 shares 388,193 $19.5M 0.03% +284,210 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: restricted; 2024Q4: 3,731 shares; 2025Q1: 7,375 shares; 2025Q2: 12,816 shares; 2025Q3: 15,277 shares; 2025Q4: 18,706 shares 18,706 $19.4M 0.03% +3,429 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: restricted; 2024Q4: 33,604 shares; 2025Q1: 42,826 shares; 2025Q2: 52,102 shares; 2025Q3: 56,433 shares; 2025Q4: 66,000 shares 66,000 $19.4M 0.03% +9,567 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: restricted; 2024Q4: 43,498 shares; 2025Q1: 45,843 shares; 2025Q2: 48,859 shares; 2025Q3: 51,304 shares; 2025Q4: 54,354 shares 54,354 $19.3M 0.03% +3,050 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: restricted; 2024Q4: 358,204 shares; 2025Q1: 382,985 shares; 2025Q2: 368,666 shares; 2025Q3: 390,156 shares; 2025Q4: 395,960 shares 395,960 $19.2M 0.03% +5,804 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,943 shares; 2025Q1: 267,366 shares; 2025Q2: 292,277 shares; 2025Q3: 291,343 shares; 2025Q4: 292,731 shares 292,731 $18.9M 0.03% +1,388 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: restricted; 2024Q4: 270,719 shares; 2025Q1: 266,844 shares; 2025Q2: 259,921 shares; 2025Q3: 259,045 shares; 2025Q4: 232,273 shares 232,273 $18.8M 0.03% -26,772 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: restricted; 2024Q4: 234,999 shares; 2025Q1: 238,234 shares; 2025Q2: 238,067 shares; 2025Q3: 234,195 shares; 2025Q4: 170,047 shares 170,047 $18.8M 0.03% -64,148 Timeline ICOW 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: restricted; 2024Q4: 361,508 shares; 2025Q1: 360,209 shares; 2025Q2: 379,723 shares; 2025Q3: 395,255 shares; 2025Q4: 477,121 shares 477,121 $18.8M 0.03% +81,866 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,961 shares; 2025Q1: 7,261 shares; 2025Q2: 5,939 shares; 2025Q3: 6,250 shares; 2025Q4: 5,746 shares 5,746 $18.6M 0.03% -504 Timeline LDUR 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: restricted; 2024Q4: 181,497 shares; 2025Q1: 212,722 shares; 2025Q2: 209,141 shares; 2025Q3: 188,718 shares; 2025Q4: 192,736 shares 192,736 $18.5M 0.03% +4,018 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: restricted; 2024Q4: 54,529 shares; 2025Q1: 82,110 shares; 2025Q2: 90,225 shares; 2025Q3: 93,879 shares; 2025Q4: 89,574 shares 89,574 $18.5M 0.03% -4,305 Timeline