25H2 only showing for arm

Hi all,

If I search for 25H2 in patches I only get .net and arm64 updates.

If I search for 5066835 I get the arm64 25H2 cumulative and Windows 11, version 24H2.

If I search for 5054156 nothing comes up.

If I jump on a managed device I can run windows update and Windows 11 25H2 is right there in the list and installable.

What is going on? We definitely have lots of devices on 25H2, we have been dealing with the new explorer preview security changes.