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: 1,532,986 shares; 2024Q4: 1,631,483 shares; 2025Q1: 1,694,316 shares; 2025Q2: 1,803,941 shares; 2025Q3: 2,010,129 shares; 2025Q4: 2,150,834 shares 2,150,834 $585M 3.36% +140,705 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: 2,173,713 shares; 2024Q4: 2,293,255 shares; 2025Q1: 2,525,842 shares; 2025Q2: 2,747,675 shares; 2025Q3: 2,797,056 shares; 2025Q4: 3,071,793 shares 3,071,793 $573M 3.29% +274,737 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: 678,418 shares; 2024Q4: 754,812 shares; 2025Q1: 818,083 shares; 2025Q2: 821,982 shares; 2025Q3: 879,949 shares; 2025Q4: 1,031,541 shares 1,031,541 $499M 2.86% +151,592 Timeline VNLA 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: 4,404,425 shares; 2024Q4: 4,934,302 shares; 2025Q1: 5,898,675 shares; 2025Q2: 6,810,378 shares; 2025Q3: 7,122,488 shares; 2025Q4: 7,482,698 shares 7,482,698 $368M 2.11% +360,210 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: 950,409 shares; 2024Q4: 980,657 shares; 2025Q1: 1,026,775 shares; 2025Q2: 1,216,520 shares; 2025Q3: 1,371,192 shares; 2025Q4: 1,507,901 shares 1,507,901 $348M 2% +136,709 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,893 shares; 2024Q4: 306,013 shares; 2025Q1: 334,268 shares; 2025Q2: 403,627 shares; 2025Q3: 466,917 shares; 2025Q4: 506,948 shares 506,948 $347M 1.99% +40,031 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: 2,194,870 shares; 2024Q4: 2,322,135 shares; 2025Q1: 2,422,045 shares; 2025Q2: 2,717,937 shares; 2025Q3: 3,010,419 shares; 2025Q4: 2,942,685 shares 2,942,685 $314M 1.8% -67,734 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: 791,636 shares; 2024Q4: 849,142 shares; 2025Q1: 797,167 shares; 2025Q2: 852,692 shares; 2025Q3: 924,927 shares; 2025Q4: 891,832 shares 891,832 $279M 1.6% -33,095 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110,501 shares; 2024Q4: 3,318,442 shares; 2025Q1: 3,743,384 shares; 2025Q2: 4,188,949 shares; 2025Q3: 5,110,173 shares; 2025Q4: 6,089,059 shares 6,089,059 $255M 1.47% +978,886 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: 165,964 shares; 2024Q4: 196,856 shares; 2025Q1: 231,761 shares; 2025Q2: 298,119 shares; 2025Q3: 311,172 shares; 2025Q4: 347,551 shares 347,551 $229M 1.32% +36,379 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: 431,653 shares; 2024Q4: 480,285 shares; 2025Q1: 511,144 shares; 2025Q2: 565,993 shares; 2025Q3: 591,748 shares; 2025Q4: 617,694 shares 617,694 $214M 1.23% +25,946 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: 376,463 shares; 2024Q4: 363,064 shares; 2025Q1: 355,535 shares; 2025Q2: 327,430 shares; 2025Q3: 331,857 shares; 2025Q4: 338,280 shares 338,280 $212M 1.22% +6,423 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964,784 shares; 2024Q4: 2,052,029 shares; 2025Q1: 2,128,282 shares; 2025Q2: 2,608,841 shares; 2025Q3: 3,117,992 shares; 2025Q4: 3,499,178 shares 3,499,178 $199M 1.14% +381,186 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,101 shares; 2024Q4: 650,022 shares; 2025Q1: 599,558 shares; 2025Q2: 627,860 shares; 2025Q3: 625,759 shares; 2025Q4: 638,124 shares 638,124 $177M 1.01% +12,365 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: 2,120,622 shares; 2024Q4: 2,652,320 shares; 2025Q1: 3,167,078 shares; 2025Q2: 4,531,478 shares; 2025Q3: 4,762,716 shares; 2025Q4: 6,479,219 shares 6,479,219 $173M 0.99% +1,716,503 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: 351,198 shares; 2024Q4: 380,822 shares; 2025Q1: 397,363 shares; 2025Q2: 428,184 shares; 2025Q3: 478,045 shares; 2025Q4: 516,607 shares 516,607 $166M 0.96% +38,562 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: 380,707 shares; 2024Q4: 517,877 shares; 2025Q1: 645,865 shares; 2025Q2: 817,675 shares; 2025Q3: 1,004,137 shares; 2025Q4: 1,482,067 shares 1,482,067 $138M 0.79% +477,930 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,133 shares; 2024Q4: 1,675,648 shares; 2025Q1: 1,598,530 shares; 2025Q2: 1,543,386 shares; 2025Q3: 11,000 shares; 2025Q4: 3,932,306 shares 3,932,306 $137M 0.78% +3,921,306 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,248,695 shares; 2025Q3: 5,162,037 shares; 2025Q4: 5,279,478 shares 5,279,478 $134M 0.77% +117,441 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: 207,456 shares; 2024Q4: 224,212 shares; 2025Q1: 231,310 shares; 2025Q2: 246,971 shares; 2025Q3: 278,076 shares; 2025Q4: 265,883 shares 265,883 $134M 0.77% -12,193 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 4,748,721 shares; 2025Q4: 4,731,507 shares 4,731,507 $130M 0.74% -17,214 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: 1,425,638 shares; 2024Q4: 1,618,441 shares; 2025Q1: 1,946,850 shares; 2025Q2: 2,255,075 shares; 2025Q3: 2,416,358 shares; 2025Q4: 2,531,709 shares 2,531,709 $128M 0.73% +115,351 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: 717,913 shares; 2024Q4: 763,868 shares; 2025Q1: 801,342 shares; 2025Q2: 845,761 shares; 2025Q3: 926,457 shares; 2025Q4: 969,410 shares 969,410 $117M 0.67% +42,953 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: 858,872 shares; 2024Q4: 1,099,987 shares; 2025Q1: 1,265,400 shares; 2025Q2: 1,597,917 shares; 2025Q3: 1,747,766 shares; 2025Q4: 1,719,605 shares 1,719,605 $116M 0.66% -28,161 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: 2,462,694 shares; 2024Q4: 2,343,820 shares; 2025Q1: 2,066,709 shares; 2025Q2: 1,523,815 shares; 2025Q3: 1,442,622 shares; 2025Q4: 1,429,104 shares 1,429,104 $115M 0.66% -13,518 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: 178,644 shares; 2024Q4: 169,600 shares; 2025Q1: 75,092 shares; 2025Q2: 135,908 shares; 2025Q3: 142,948 shares; 2025Q4: 167,589 shares 167,589 $114M 0.66% +24,641 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: 222,488 shares; 2024Q4: 204,081 shares; 2025Q1: 223,040 shares; 2025Q2: 236,828 shares; 2025Q3: 246,414 shares; 2025Q4: 251,508 shares 251,508 $113M 0.65% +5,094 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: 80,234 shares; 2024Q4: 89,678 shares; 2025Q1: 98,219 shares; 2025Q2: 117,738 shares; 2025Q3: 131,466 shares; 2025Q4: 189,552 shares 189,552 $108M 0.62% +58,086 Timeline FIDU 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: 744,776 shares; 2024Q4: 835,822 shares; 2025Q1: 924,356 shares; 2025Q2: 934,788 shares; 2025Q3: 1,051,799 shares; 2025Q4: 1,307,516 shares 1,307,516 $108M 0.62% +255,717 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: 1,836,949 shares; 2024Q4: 2,014,621 shares; 2025Q1: 2,208,340 shares; 2025Q2: 2,511,824 shares; 2025Q3: 2,386,738 shares; 2025Q4: 2,257,178 shares 2,257,178 $106M 0.61% -129,560 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: 886,458 shares; 2024Q4: 932,829 shares; 2025Q1: 979,801 shares; 2025Q2: 1,048,752 shares; 2025Q3: 1,191,011 shares; 2025Q4: 1,331,543 shares 1,331,543 $103M 0.59% +140,532 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: 339,721 shares; 2024Q4: 388,138 shares; 2025Q1: 416,357 shares; 2025Q2: 431,399 shares; 2025Q3: 481,429 shares; 2025Q4: 490,135 shares 490,135 $101M 0.58% +8,706 Timeline BILZ 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: 573,254 shares; 2024Q4: 932,330 shares; 2025Q1: 880,921 shares; 2025Q2: 1,365,151 shares; 2025Q3: 1,187,960 shares; 2025Q4: 1,003,373 shares 1,003,373 $101M 0.58% -184,587 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,370 shares; 2024Q4: 645,967 shares; 2025Q1: 731,438 shares; 2025Q2: 739,745 shares; 2025Q3: 859,656 shares; 2025Q4: 1,084,310 shares 1,084,310 $100M 0.58% +224,654 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040,613 shares; 2024Q4: 1,068,745 shares; 2025Q1: 1,011,637 shares; 2025Q2: 1,017,400 shares; 2025Q3: 1,047,957 shares; 2025Q4: 1,081,107 shares 1,081,107 $99.3M 0.57% +33,150 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: 175,454 shares; 2024Q4: 180,471 shares; 2025Q1: 178,936 shares; 2025Q2: 223,253 shares; 2025Q3: 247,719 shares; 2025Q4: 282,343 shares 282,343 $99M 0.57% +34,624 Timeline FDIS 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: 494,686 shares; 2024Q4: 582,500 shares; 2025Q1: 650,568 shares; 2025Q2: 679,914 shares; 2025Q3: 762,658 shares; 2025Q4: 966,605 shares 966,605 $98.7M 0.57% +203,947 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: 198,003 shares; 2024Q4: 189,161 shares; 2025Q1: 219,573 shares; 2025Q2: 473,622 shares; 2025Q3: 556,531 shares; 2025Q4: 871,577 shares 871,577 $97.1M 0.56% +315,046 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: 73,218 shares; 2024Q4: 67,207 shares; 2025Q1: 62,643 shares; 2025Q2: 68,235 shares; 2025Q3: 86,435 shares; 2025Q4: 89,997 shares 89,997 $96.7M 0.56% +3,562 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: 455,240 shares; 2024Q4: 606,486 shares; 2025Q1: 723,208 shares; 2025Q2: 850,582 shares; 2025Q3: 924,049 shares; 2025Q4: 960,517 shares 960,517 $96.4M 0.55% +36,468 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: 453,607 shares; 2024Q4: 511,055 shares; 2025Q1: 553,040 shares; 2025Q2: 577,431 shares; 2025Q3: 665,507 shares; 2025Q4: 654,938 shares 654,938 $93.9M 0.54% -10,569 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: 253,665 shares; 2024Q4: 284,603 shares; 2025Q1: 316,195 shares; 2025Q2: 336,194 shares; 2025Q3: 356,650 shares; 2025Q4: 321,234 shares 321,234 $91.7M 0.53% -35,416 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: 327,830 shares; 2024Q4: 319,324 shares; 2025Q1: 305,869 shares; 2025Q2: 465,854 shares; 2025Q3: 495,912 shares; 2025Q4: 510,699 shares 510,699 $90.8M 0.52% +14,787 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: 559,436 shares; 2024Q4: 570,984 shares; 2025Q1: 475,477 shares; 2025Q2: 527,246 shares; 2025Q3: 634,380 shares; 2025Q4: 1,004,559 shares 1,004,559 $89.9M 0.52% +370,179 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: 798,495 shares; 2024Q4: 758,448 shares; 2025Q1: 729,467 shares; 2025Q2: 666,017 shares; 2025Q3: 693,299 shares; 2025Q4: 710,568 shares 710,568 $87.6M 0.5% +17,269 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: 222,879 shares; 2024Q4: 248,039 shares; 2025Q1: 267,037 shares; 2025Q2: 280,664 shares; 2025Q3: 316,941 shares; 2025Q4: 285,193 shares 285,193 $87.2M 0.5% -31,748 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,662,689 shares; 2025Q1: 1,683,618 shares; 2025Q2: 1,675,631 shares; 2025Q3: 7,984 shares; 2025Q4: 2,225,638 shares 2,225,638 $86.8M 0.5% +2,217,654 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: 131,460 shares; 2024Q4: 158,382 shares; 2025Q1: 180,183 shares; 2025Q2: 189,933 shares; 2025Q3: 214,511 shares; 2025Q4: 266,445 shares 266,445 $86.1M 0.49% +51,934 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,720 shares; 2024Q4: 1,223,273 shares; 2025Q1: 1,204,805 shares; 2025Q2: 1,119,234 shares; 2025Q3: 1,376,558 shares; 2025Q4: 1,411,859 shares 1,411,859 $85.9M 0.49% +35,301 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: 250,371 shares; 2024Q4: 276,385 shares; 2025Q1: 314,363 shares; 2025Q2: 321,906 shares; 2025Q3: 336,038 shares; 2025Q4: 525,047 shares 525,047 $84.2M 0.48% +189,009 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: 655,611 shares; 2024Q4: 615,608 shares; 2025Q1: 791,226 shares; 2025Q2: 861,335 shares; 2025Q3: 954,609 shares; 2025Q4: 1,508,829 shares 1,508,829 $83M 0.48% +554,220 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: 134,991 shares; 2024Q4: 178,438 shares; 2025Q1: 204,726 shares; 2025Q2: 251,862 shares; 2025Q3: 276,587 shares; 2025Q4: 383,069 shares 383,069 $81.2M 0.47% +106,482 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: 300,768 shares; 2024Q4: 318,205 shares; 2025Q1: 338,889 shares; 2025Q2: 423,382 shares; 2025Q3: 470,634 shares; 2025Q4: 530,598 shares 530,598 $80.9M 0.46% +59,964 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: 1,830,154 shares; 2024Q4: 2,096,817 shares; 2025Q1: 2,251,672 shares; 2025Q2: 2,403,221 shares; 2025Q3: 3,104,757 shares; 2025Q4: 3,430,682 shares 3,430,682 $79M 0.45% +325,925 Timeline FUTY 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: 630,597 shares; 2024Q4: 759,746 shares; 2025Q1: 871,258 shares; 2025Q2: 873,184 shares; 2025Q3: 1,041,815 shares; 2025Q4: 1,371,364 shares 1,371,364 $75.7M 0.43% +329,549 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527,546 shares; 2024Q4: 1,732,294 shares; 2025Q1: 1,743,156 shares; 2025Q2: 2,618,207 shares; 2025Q3: 3,708,945 shares; 2025Q4: 3,143,229 shares 3,143,229 $75.3M 0.43% -565,716 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007,445 shares; 2024Q4: 1,064,307 shares; 2025Q1: 1,057,312 shares; 2025Q2: 1,073,175 shares; 2025Q3: 1,040,572 shares; 2025Q4: 1,050,739 shares 1,050,739 $75M 0.43% +10,167 Timeline FLRG 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: 1,089,674 shares; 2024Q4: 1,146,986 shares; 2025Q1: 1,319,340 shares; 2025Q2: 1,531,499 shares; 2025Q3: 1,789,530 shares; 2025Q4: 1,942,395 shares 1,942,395 $73.7M 0.42% +152,865 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: 407,171 shares; 2024Q4: 495,640 shares; 2025Q1: 558,043 shares; 2025Q2: 569,021 shares; 2025Q3: 661,703 shares; 2025Q4: 858,798 shares 858,798 $72.7M 0.42% +197,095 Timeline FMAT 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: 670,853 shares; 2024Q4: 804,547 shares; 2025Q1: 909,549 shares; 2025Q2: 915,330 shares; 2025Q3: 1,055,982 shares; 2025Q4: 1,328,708 shares 1,328,708 $70.6M 0.41% +272,726 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191,059 shares; 2024Q4: 14,127 shares; 2025Q1: 4,971 shares; 2025Q2: 4,849 shares; 2025Q3: 2,474,945 shares; 2025Q4: 2,193,335 shares 2,193,335 $70M 0.4% -281,610 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: 222,521 shares; 2024Q4: 247,835 shares; 2025Q1: 293,374 shares; 2025Q2: 303,266 shares; 2025Q3: 322,423 shares; 2025Q4: 323,664 shares 323,664 $69.3M 0.4% +1,241 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: 225,929 shares; 2024Q4: 243,720 shares; 2025Q1: 250,506 shares; 2025Q2: 267,673 shares; 2025Q3: 286,324 shares; 2025Q4: 294,020 shares 294,020 $67.2M 0.39% +7,696 Timeline AVXC 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: 532,144 shares; 2024Q4: 560,652 shares; 2025Q1: 466,847 shares; 2025Q2: 578,087 shares; 2025Q3: 668,888 shares; 2025Q4: 1,045,963 shares 1,045,963 $66.7M 0.38% +377,075 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: 465,159 shares; 2024Q4: 487,282 shares; 2025Q1: 499,394 shares; 2025Q2: 473,831 shares; 2025Q3: 477,193 shares; 2025Q4: 324,486 shares 324,486 $64.4M 0.37% -152,707 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: 24,881 shares; 2024Q4: 29,044 shares; 2025Q1: 32,252 shares; 2025Q2: 34,618 shares; 2025Q3: 42,128 shares; 2025Q4: 74,670 shares 74,670 $64.4M 0.37% +32,542 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: 551,681 shares; 2024Q4: 106,109 shares; 2025Q1: 92,551 shares; 2025Q2: 82,053 shares; 2025Q3: 503,305 shares; 2025Q4: 638,989 shares 638,989 $64.1M 0.37% +135,684 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784,282 shares; 2025Q2: 1,469,919 shares; 2025Q3: 2,341,991 shares; 2025Q4: 2,430,752 shares 2,430,752 $63.1M 0.36% +88,761 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,859 shares; 2025Q1: 4,845 shares; 2025Q2: 2,163 shares; 2025Q3: 2,163 shares; 2025Q4: 1,606,542 shares 1,606,542 $62.2M 0.36% +1,604,379 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,511 shares; 2024Q4: 635,805 shares; 2025Q1: 936,535 shares; 2025Q2: 1,008,742 shares; 2025Q3: 1,099,610 shares; 2025Q4: 1,259,525 shares 1,259,525 $61.9M 0.36% +159,915 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: 133,288 shares; 2024Q4: 140,284 shares; 2025Q1: 145,043 shares; 2025Q2: 171,264 shares; 2025Q3: 191,036 shares; 2025Q4: 231,697 shares 231,697 $61.4M 0.35% +40,661 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: 95,856 shares; 2024Q4: 122,368 shares; 2025Q1: 145,052 shares; 2025Q2: 180,814 shares; 2025Q3: 208,862 shares; 2025Q4: 238,003 shares 238,003 $61.2M 0.35% +29,141 Timeline ILTB 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: 768,129 shares; 2024Q4: 885,337 shares; 2025Q1: 931,837 shares; 2025Q2: 1,005,935 shares; 2025Q3: 1,083,977 shares; 2025Q4: 1,221,142 shares 1,221,142 $60.7M 0.35% +137,165 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,945 shares; 2024Q4: 859,866 shares; 2025Q1: 675,734 shares; 2025Q2: 679,840 shares; 2025Q3: 515,125 shares; 2025Q4: 519,721 shares 519,721 $59.2M 0.34% +4,596 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: 73,290 shares; 2024Q4: 89,669 shares; 2025Q1: 103,426 shares; 2025Q2: 111,497 shares; 2025Q3: 123,369 shares; 2025Q4: 191,571 shares 191,571 $59M 0.34% +68,202 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: 67,736 shares; 2024Q4: 71,041 shares; 2025Q1: 76,160 shares; 2025Q2: 82,137 shares; 2025Q3: 86,558 shares; 2025Q4: 65,994 shares 65,994 $58M 0.33% -20,564 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237,389 shares; 2024Q4: 1,440,675 shares; 2025Q1: 1,523,393 shares; 2025Q2: 1,604,981 shares; 2025Q3: 1,737,659 shares; 2025Q4: 1,974,900 shares 1,974,900 $57.9M 0.33% +237,241 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,105 shares; 2024Q4: 767,156 shares; 2025Q1: 935,651 shares; 2025Q2: 1,054,535 shares; 2025Q3: 1,114,335 shares; 2025Q4: 1,163,083 shares 1,163,083 $57.6M 0.33% +48,748 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: 312,302 shares; 2024Q4: 353,800 shares; 2025Q1: 373,696 shares; 2025Q2: 422,961 shares; 2025Q3: 489,662 shares; 2025Q4: 610,972 shares 610,972 $56.9M 0.33% +121,310 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: 856,691 shares; 2024Q4: 953,247 shares; 2025Q1: 1,012,876 shares; 2025Q2: 1,060,096 shares; 2025Q3: 1,185,741 shares; 2025Q4: 1,365,126 shares 1,365,126 $55.6M 0.32% +179,385 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 1,572,468 shares; 2025Q1: 1,574,797 shares; 2025Q2: 1,563,358 shares; 2025Q3: 1,552,053 shares; 2025Q4: 1,513,169 shares 1,513,169 $55.5M 0.32% -38,884 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: 330,991 shares; 2024Q4: 425,425 shares; 2025Q1: 436,979 shares; 2025Q2: 470,728 shares; 2025Q3: 536,585 shares; 2025Q4: 572,311 shares 572,311 $54.5M 0.31% +35,726 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123,205 shares; 2024Q4: 1,165,588 shares; 2025Q1: 1,022,915 shares; 2025Q2: 826,487 shares; 2025Q3: 869,346 shares; 2025Q4: 924,555 shares 924,555 $54.3M 0.31% +55,209 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,892 shares; 2024Q4: 303,779 shares; 2025Q1: 292,979 shares; 2025Q2: 365,411 shares; 2025Q3: 366,952 shares; 2025Q4: 377,481 shares 377,481 $53.2M 0.31% +10,529 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: 336,047 shares; 2024Q4: 353,862 shares; 2025Q1: 348,423 shares; 2025Q2: 356,712 shares; 2025Q3: 397,667 shares; 2025Q4: 449,804 shares 449,804 $48.2M 0.28% +52,137 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,499 shares; 2024Q4: 52,809 shares; 2025Q1: 70,014 shares; 2025Q2: 86,418 shares; 2025Q3: 148,604 shares; 2025Q4: 140,272 shares 140,272 $48.1M 0.28% -8,332 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: 88,980 shares; 2024Q4: 67,714 shares; 2025Q1: 79,658 shares; 2025Q2: 70,666 shares; 2025Q3: 76,271 shares; 2025Q4: 77,877 shares 77,877 $47.8M 0.27% +1,606 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,451 shares; 2024Q4: 107,179 shares; 2025Q1: 121,178 shares; 2025Q2: 124,651 shares; 2025Q3: 138,293 shares; 2025Q4: 171,194 shares 171,194 $47.3M 0.27% +32,901 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: 1,898,991 shares; 2024Q4: 1,954,574 shares; 2025Q1: 1,682,878 shares; 2025Q2: 1,906,544 shares; 2025Q3: 2,006,767 shares; 2025Q4: 1,875,803 shares 1,875,803 $46.6M 0.27% -130,964 Timeline PVEX ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,614 shares; 2025Q4: 1,615,886 shares 1,615,886 $45.8M 0.26% +1,577,272 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: 58,144 shares; 2024Q4: 61,560 shares; 2025Q1: 77,116 shares; 2025Q2: 190,487 shares; 2025Q3: 204,331 shares; 2025Q4: 234,931 shares 234,931 $45.8M 0.26% +30,600 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522,381 shares; 2024Q4: 12,630 shares; 2025Q1: 4,398 shares; 2025Q2: 3,494 shares; 2025Q3: 1,306,575 shares; 2025Q4: 1,297,625 shares 1,297,625 $45.6M 0.26% -8,950 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: 13,792 shares; 2024Q4: 14,383 shares; 2025Q1: 42,008 shares; 2025Q2: 43,908 shares; 2025Q3: 47,926 shares; 2025Q4: 478,749 shares 478,749 $44.9M 0.26% +430,823 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341,409 shares; 2025Q2: 333,567 shares; 2025Q3: 1,489,694 shares; 2025Q4: 1,493,114 shares 1,493,114 $44.4M 0.25% +3,420 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: 73,873 shares; 2024Q4: 81,154 shares; 2025Q1: 72,791 shares; 2025Q2: 86,398 shares; 2025Q3: 92,912 shares; 2025Q4: 90,923 shares 90,923 $44.4M 0.25% -1,989 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: 62,409 shares; 2024Q4: 74,733 shares; 2025Q1: 84,424 shares; 2025Q2: 91,425 shares; 2025Q3: 110,223 shares; 2025Q4: 134,132 shares 134,132 $43.9M 0.25% +23,909 Timeline FREL 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: 729,408 shares; 2024Q4: 891,029 shares; 2025Q1: 1,026,029 shares; 2025Q2: 1,037,875 shares; 2025Q3: 1,234,225 shares; 2025Q4: 1,614,618 shares 1,614,618 $43.4M 0.25% +380,393 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046,991 shares; 2025Q4: 1,026,504 shares 1,026,504 $43.4M 0.25% -20,487 Timeline TUA 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: 1,384,782 shares; 2024Q4: 1,609,358 shares; 2025Q1: 2,004,010 shares; 2025Q2: 1,930,417 shares; 2025Q3: 1,976,802 shares; 2025Q4: 1,878,550 shares 1,878,550 $41.1M 0.24% -98,252 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,496 shares; 2024Q4: 158,655 shares; 2025Q1: 182,702 shares; 2025Q2: 189,900 shares; 2025Q3: 230,631 shares; 2025Q4: 334,707 shares 334,707 $40.8M 0.23% +104,076 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: 83,456 shares; 2024Q4: 94,336 shares; 2025Q1: 100,857 shares; 2025Q2: 111,997 shares; 2025Q3: 111,544 shares; 2025Q4: 218,049 shares 218,049 $40M 0.23% +106,505 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: 163,622 shares; 2024Q4: 175,103 shares; 2025Q1: 184,792 shares; 2025Q2: 124,741 shares; 2025Q3: 128,916 shares; 2025Q4: 110,112 shares 110,112 $37.9M 0.22% -18,804 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: 65,753 shares; 2024Q4: 67,801 shares; 2025Q1: 67,797 shares; 2025Q2: 69,548 shares; 2025Q3: 70,836 shares; 2025Q4: 72,296 shares 72,296 $37.8M 0.22% +1,460 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,362 shares; 2024Q4: 3,207,993 shares; 2025Q1: 3,320,283 shares; 2025Q2: 3,391,619 shares; 2025Q3: 991,894 shares; 2025Q4: 1,014,747 shares 1,014,747 $37.6M 0.22% +22,853 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: 584,352 shares; 2024Q4: 609,506 shares; 2025Q1: 669,959 shares; 2025Q2: 644,568 shares; 2025Q3: 660,879 shares; 2025Q4: 642,015 shares 642,015 $37M 0.21% -18,864 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: 930,450 shares; 2024Q4: 1,057,508 shares; 2025Q1: 976,817 shares; 2025Q2: 1,172,778 shares; 2025Q3: 1,238,460 shares; 2025Q4: 1,454,562 shares 1,454,562 $36.2M 0.21% +216,102 Timeline AVSC 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: 297,066 shares; 2024Q4: 317,709 shares; 2025Q1: 375,384 shares; 2025Q2: 466,122 shares; 2025Q3: 553,727 shares; 2025Q4: 606,160 shares 606,160 $35.6M 0.2% +52,433 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,585 shares; 2024Q4: 112,477 shares; 2025Q1: 129,624 shares; 2025Q2: 127,374 shares; 2025Q3: 152,247 shares; 2025Q4: 198,900 shares 198,900 $35.4M 0.2% +46,653 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: 728,115 shares; 2024Q4: 1,524,233 shares; 2025Q1: 1,239,977 shares; 2025Q2: 2,010,894 shares; 2025Q3: 1,698,990 shares; 2025Q4: 1,466,424 shares 1,466,424 $35.3M 0.2% -232,566 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: 147,829 shares; 2024Q4: 158,428 shares; 2025Q1: 187,047 shares; 2025Q2: 164,119 shares; 2025Q3: 174,102 shares; 2025Q4: 304,780 shares 304,780 $35.1M 0.2% +130,678 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,055 shares; 2024Q4: 105,735 shares; 2025Q1: 119,124 shares; 2025Q2: 124,196 shares; 2025Q3: 140,898 shares; 2025Q4: 179,184 shares 179,184 $34.3M 0.2% +38,286 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,017 shares; 2025Q1: 37,072 shares; 2025Q2: 44,190 shares; 2025Q3: 55,967 shares; 2025Q4: 199,706 shares 199,706 $34.2M 0.2% +143,739 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690,758 shares; 2025Q3: 856,722 shares; 2025Q4: 1,235,973 shares 1,235,973 $34M 0.2% +379,251 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: 304,389 shares; 2024Q4: 322,891 shares; 2025Q1: 322,136 shares; 2025Q2: 338,615 shares; 2025Q3: 326,764 shares; 2025Q4: 287,750 shares 287,750 $33.6M 0.19% -39,014 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: 109,676 shares; 2024Q4: 112,340 shares; 2025Q1: 111,149 shares; 2025Q2: 99,792 shares; 2025Q3: 108,589 shares; 2025Q4: 111,615 shares 111,615 $33.1M 0.19% +3,026 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,010 shares; 2024Q4: 208,354 shares; 2025Q1: 237,563 shares; 2025Q2: 255,777 shares; 2025Q3: 300,195 shares; 2025Q4: 398,336 shares 398,336 $32.7M 0.19% +98,141 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: 36,849 shares; 2024Q4: 88,574 shares; 2025Q1: 92,868 shares; 2025Q2: 95,876 shares; 2025Q3: 91,595 shares; 2025Q4: 130,140 shares 130,140 $32.6M 0.19% +38,545 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335,293 shares; 2024Q4: 7,522 shares; 2025Q1: 6,270 shares; 2025Q2: 7,013 shares; 2025Q3: 838,935 shares; 2025Q4: 826,198 shares 826,198 $32.3M 0.19% -12,737 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: 94,728 shares; 2024Q4: 87,190 shares; 2025Q1: 86,743 shares; 2025Q2: 88,600 shares; 2025Q3: 93,393 shares; 2025Q4: 101,734 shares 101,734 $31.9M 0.18% +8,341 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: 1,282,682 shares; 2024Q4: 1,282,658 shares; 2025Q1: 1,309,915 shares; 2025Q2: 746,181 shares; 2025Q3: 1,144,256 shares; 2025Q4: 1,197,104 shares 1,197,104 $31.7M 0.18% +52,848 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,220 shares; 2024Q4: 342,907 shares; 2025Q1: 285,317 shares; 2025Q2: 326,238 shares; 2025Q3: 398,190 shares; 2025Q4: 644,697 shares 644,697 $31.4M 0.18% +246,507 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,113 shares; 2024Q4: 201,492 shares; 2025Q1: 216,165 shares; 2025Q2: 233,514 shares; 2025Q3: 248,696 shares; 2025Q4: 265,627 shares 265,627 $31.3M 0.18% +16,931 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,408 shares; 2025Q2: 721,148 shares; 2025Q3: 771,335 shares; 2025Q4: 799,865 shares 799,865 $30.8M 0.18% +28,530 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375,310 shares; 2025Q3: 862,073 shares; 2025Q4: 924,917 shares 924,917 $30.8M 0.18% +62,844 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: 188,473 shares; 2024Q4: 172,156 shares; 2025Q1: 173,564 shares; 2025Q2: 194,289 shares; 2025Q3: 202,690 shares; 2025Q4: 214,490 shares 214,490 $30.8M 0.18% +11,800 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: 411,898 shares; 2024Q4: 483,357 shares; 2025Q1: 525,802 shares; 2025Q2: 565,198 shares; 2025Q3: 678,450 shares; 2025Q4: 1,029,803 shares 1,029,803 $30.8M 0.18% +351,353 Timeline DFGP 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: 469,851 shares; 2024Q4: 512,313 shares; 2025Q1: 543,953 shares; 2025Q2: 629,014 shares; 2025Q3: 565,628 shares; 2025Q4: 564,672 shares 564,672 $30.5M 0.18% -956 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,591 shares; 2025Q1: 26,035 shares; 2025Q2: 200,652 shares; 2025Q3: 201,902 shares; 2025Q4: 231,579 shares 231,579 $30.3M 0.17% +29,677 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,371 shares; 2024Q4: 3,410,700 shares; 2025Q1: 3,490,040 shares; 2025Q2: 3,544,936 shares; 2025Q3: 3,174,641 shares; 2025Q4: 887,226 shares 887,226 $30.1M 0.17% -2,287,415 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: 183,985 shares; 2024Q4: 190,538 shares; 2025Q1: 218,665 shares; 2025Q2: 250,817 shares; 2025Q3: 286,786 shares; 2025Q4: 308,358 shares 308,358 $29.7M 0.17% +21,572 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219,489 shares; 2024Q4: 1,271,217 shares; 2025Q1: 1,282,238 shares; 2025Q2: 1,593,690 shares; 2025Q3: 1,676,655 shares; 2025Q4: 1,708,552 shares 1,708,552 $29.6M 0.17% +31,897 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: 80,473 shares; 2024Q4: 73,451 shares; 2025Q1: 62,117 shares; 2025Q2: 177,382 shares; 2025Q3: 199,558 shares; 2025Q4: 252,033 shares 252,033 $28.7M 0.16% +52,475 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: 1,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,060 shares; 2025Q3: 16,870 shares; 2025Q4: 278,207 shares 278,207 $28.6M 0.16% +261,337 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: 90,415 shares; 2024Q4: 76,934 shares; 2025Q1: 75,864 shares; 2025Q2: 73,587 shares; 2025Q3: 70,859 shares; 2025Q4: 71,673 shares 71,673 $28.4M 0.16% +814 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,870 shares; 2024Q4: 180,597 shares; 2025Q1: 226,523 shares; 2025Q2: 482,570 shares; 2025Q3: 526,496 shares; 2025Q4: 472,954 shares 472,954 $28.4M 0.16% -53,542 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: 16,918 shares; 2024Q4: 17,743 shares; 2025Q1: 17,348 shares; 2025Q2: 19,414 shares; 2025Q3: 22,236 shares; 2025Q4: 244,041 shares 244,041 $28.3M 0.16% +221,805 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: 51,160 shares; 2024Q4: 127,842 shares; 2025Q1: 176,117 shares; 2025Q2: 169,492 shares; 2025Q3: 241,337 shares; 2025Q4: 330,650 shares 330,650 $28.2M 0.16% +89,313 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: 4,318 shares; 2024Q4: 3,433 shares; 2025Q1: 4,183 shares; 2025Q2: 7,097 shares; 2025Q3: 7,335 shares; 2025Q4: 104,515 shares 104,515 $28M 0.16% +97,180 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,427 shares; 2024Q4: 193,607 shares; 2025Q1: 167,186 shares; 2025Q2: 188,622 shares; 2025Q3: 271,188 shares; 2025Q4: 280,786 shares 280,786 $27.9M 0.16% +9,598 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: 416,178 shares; 2024Q4: 433,179 shares; 2025Q1: 497,604 shares; 2025Q2: 475,708 shares; 2025Q3: 500,506 shares; 2025Q4: 522,688 shares 522,688 $27.9M 0.16% +22,182 Timeline BUCK 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: 271,797 shares; 2024Q4: 835,096 shares; 2025Q1: 989,072 shares; 2025Q2: 1,126,495 shares; 2025Q3: 1,033,643 shares; 2025Q4: 1,164,244 shares 1,164,244 $27.6M 0.16% +130,601 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,202 shares; 2025Q2: 245,037 shares; 2025Q3: 260,092 shares; 2025Q4: 269,341 shares 269,341 $27.6M 0.16% +9,249 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: 74,046 shares; 2024Q4: 86,281 shares; 2025Q1: 97,974 shares; 2025Q2: 103,106 shares; 2025Q3: 129,415 shares; 2025Q4: 161,149 shares 161,149 $27.6M 0.16% +31,734 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,003 shares; 2024Q4: 252,167 shares; 2025Q1: 254,963 shares; 2025Q2: 266,494 shares; 2025Q3: 278,458 shares; 2025Q4: 170,024 shares 170,024 $27.5M 0.16% -108,434 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: 13,576 shares; 2024Q4: 13,910 shares; 2025Q1: 13,936 shares; 2025Q2: 18,560 shares; 2025Q3: 21,543 shares; 2025Q4: 154,894 shares 154,894 $27.5M 0.16% +133,351 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,391 shares; 2024Q4: 557,915 shares; 2025Q1: 506,079 shares; 2025Q2: 451,967 shares; 2025Q3: 482,387 shares; 2025Q4: 588,596 shares 588,596 $27.4M 0.16% +106,209 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,639 shares; 2024Q4: 156,425 shares; 2025Q1: 164,245 shares; 2025Q2: 213,795 shares; 2025Q3: 228,696 shares; 2025Q4: 241,819 shares 241,819 $27.3M 0.16% +13,123 Timeline CDX 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: 479,654 shares; 2024Q4: 510,060 shares; 2025Q1: 559,274 shares; 2025Q2: 862,680 shares; 2025Q3: 1,042,223 shares; 2025Q4: 1,216,909 shares 1,216,909 $27.1M 0.16% +174,686 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: 548,512 shares; 2024Q4: 604,441 shares; 2025Q1: 659,989 shares; 2025Q2: 756,608 shares; 2025Q3: 737,127 shares; 2025Q4: 705,096 shares 705,096 $26.8M 0.15% -32,031 Timeline FGD 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: 888,655 shares; 2024Q4: 915,772 shares; 2025Q1: 921,844 shares; 2025Q2: 858,509 shares; 2025Q3: 870,473 shares; 2025Q4: 885,410 shares 885,410 $26.8M 0.15% +14,937 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: 95,943 shares; 2024Q4: 661,268 shares; 2025Q1: 972,082 shares; 2025Q2: 1,198,924 shares; 2025Q3: 890,432 shares; 2025Q4: 977,534 shares 977,534 $26.6M 0.15% +87,102 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128,955 shares; 2024Q4: 1,253,372 shares; 2025Q1: 1,240,039 shares; 2025Q2: 1,929,514 shares; 2025Q3: 2,040,028 shares; 2025Q4: 2,000,148 shares 2,000,148 $26.2M 0.15% -39,880 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 2,280 shares; 2025Q2: 145,647 shares; 2025Q3: 391,856 shares; 2025Q4: 403,254 shares 403,254 $26.1M 0.15% +11,398 Timeline WDIV 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: 333,282 shares; 2024Q4: 338,727 shares; 2025Q1: 332,401 shares; 2025Q2: 322,902 shares; 2025Q3: 336,822 shares; 2025Q4: 344,755 shares 344,755 $26M 0.15% +7,933 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: 534,433 shares; 2024Q4: 607,071 shares; 2025Q1: 648,925 shares; 2025Q2: 740,189 shares; 2025Q3: 707,996 shares; 2025Q4: 674,139 shares 674,139 $25.7M 0.15% -33,857 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,604 shares; 2024Q4: 198,813 shares; 2025Q1: 225,003 shares; 2025Q2: 270,035 shares; 2025Q3: 290,181 shares; 2025Q4: 315,475 shares 315,475 $25.5M 0.15% +25,294 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: 324,581 shares; 2024Q4: 360,124 shares; 2025Q1: 397,554 shares; 2025Q2: 465,775 shares; 2025Q3: 444,646 shares; 2025Q4: 427,364 shares 427,364 $25.4M 0.15% -17,282 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 644,226 shares; 2025Q1: 610,355 shares; 2025Q2: 633,036 shares; 2025Q3: 946,016 shares; 2025Q4: 990,873 shares 990,873 $25.3M 0.15% +44,857 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: 410,341 shares; 2024Q4: 429,381 shares; 2025Q1: 483,389 shares; 2025Q2: 494,280 shares; 2025Q3: 514,415 shares; 2025Q4: 514,206 shares 514,206 $25.3M 0.15% -209 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 657,431 shares 657,431 $25.1M 0.14% +650,141 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,807 shares 127,807 $25M 0.14% new 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: 282,003 shares; 2024Q4: 303,857 shares; 2025Q1: 347,119 shares; 2025Q2: 375,529 shares; 2025Q3: 406,045 shares; 2025Q4: 423,604 shares 423,604 $24.8M 0.14% +17,559 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,021 shares; 2024Q4: 313,770 shares; 2025Q1: 304,673 shares; 2025Q2: 305,267 shares; 2025Q3: 302,410 shares; 2025Q4: 298,473 shares 298,473 $24.6M 0.14% -3,937 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: 652,143 shares; 2024Q4: 689,643 shares; 2025Q1: 697,009 shares; 2025Q2: 720,401 shares; 2025Q3: 739,167 shares; 2025Q4: 677,873 shares 677,873 $24.6M 0.14% -61,294 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,257 shares; 2024Q4: 266,915 shares; 2025Q1: 316,900 shares; 2025Q2: 449,599 shares; 2025Q3: 524,172 shares; 2025Q4: 570,027 shares 570,027 $24.5M 0.14% +45,855 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,648 shares; 2024Q4: 437,415 shares; 2025Q1: 527,969 shares; 2025Q2: 427,663 shares; 2025Q3: 416,930 shares; 2025Q4: 412,486 shares 412,486 $24.1M 0.14% -4,444 Timeline CMBS 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: 307,502 shares; 2024Q4: 350,714 shares; 2025Q1: 374,007 shares; 2025Q2: 397,979 shares; 2025Q3: 431,523 shares; 2025Q4: 490,546 shares 490,546 $24.1M 0.14% +59,023 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,306 shares; 2024Q4: 109,756 shares; 2025Q1: 10,589 shares; 2025Q2: 161,066 shares; 2025Q3: 143,581 shares; 2025Q4: 143,115 shares 143,115 $23.3M 0.13% -466 Timeline BALT 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: not reported; 2024Q4: 15,219 shares; 2025Q1: 179,472 shares; 2025Q2: 494,367 shares; 2025Q3: 540,794 shares; 2025Q4: 688,541 shares 688,541 $23.1M 0.13% +147,747 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,482 shares; 2024Q4: 837,761 shares; 2025Q1: 803,080 shares; 2025Q2: 819,976 shares; 2025Q3: 845,047 shares; 2025Q4: 844,094 shares 844,094 $22.9M 0.13% -953 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,405 shares; 2024Q4: 1,253,202 shares; 2025Q1: 1,199,553 shares; 2025Q2: 1,286,673 shares; 2025Q3: 1,345,875 shares; 2025Q4: 1,101,713 shares 1,101,713 $22.7M 0.13% -244,162 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,853 shares; 2025Q1: not reported; 2025Q2: 6,919 shares; 2025Q3: 28,936 shares; 2025Q4: 807,341 shares 807,341 $22.5M 0.13% +778,405 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: 186,054 shares; 2024Q4: 154,077 shares; 2025Q1: 169,771 shares; 2025Q2: 154,177 shares; 2025Q3: 174,530 shares; 2025Q4: 186,548 shares 186,548 $22.3M 0.13% +12,018 Timeline DFCF 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: 444,066 shares; 2024Q4: 481,949 shares; 2025Q1: 507,976 shares; 2025Q2: 620,998 shares; 2025Q3: 526,816 shares; 2025Q4: 518,501 shares 518,501 $22.1M 0.13% -8,315 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: 58,242 shares; 2024Q4: 61,506 shares; 2025Q1: 68,260 shares; 2025Q2: 253,305 shares; 2025Q3: 304,623 shares; 2025Q4: 400,952 shares 400,952 $21.6M 0.12% +96,329 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,165 shares; 2025Q1: 2,262 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,890 shares 257,890 $21.6M 0.12% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,015 shares; 2024Q4: 20,475 shares; 2025Q1: 59,895 shares; 2025Q2: 288,828 shares; 2025Q3: 309,016 shares; 2025Q4: 314,823 shares 314,823 $21.2M 0.12% +5,807 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: 7,534 shares; 2024Q4: 8,799 shares; 2025Q1: 11,485 shares; 2025Q2: 14,568 shares; 2025Q3: 16,635 shares; 2025Q4: 49,047 shares 49,047 $20.9M 0.12% +32,412 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,080 shares; 2024Q4: 31,682 shares; 2025Q1: 28,419 shares; 2025Q2: 369,872 shares; 2025Q3: 372,794 shares; 2025Q4: 363,270 shares 363,270 $20.9M 0.12% -9,524 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,854 shares; 2024Q4: 95,322 shares; 2025Q1: 106,628 shares; 2025Q2: 116,909 shares; 2025Q3: 125,503 shares; 2025Q4: 133,896 shares 133,896 $20.8M 0.12% +8,393 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: 130,682 shares; 2024Q4: 158,605 shares; 2025Q1: 255,621 shares; 2025Q2: 188,845 shares; 2025Q3: 211,892 shares; 2025Q4: 464,076 shares 464,076 $20.7M 0.12% +252,184 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: 161,731 shares; 2024Q4: 174,232 shares; 2025Q1: 189,297 shares; 2025Q2: 116,029 shares; 2025Q3: 113,032 shares; 2025Q4: 155,932 shares 155,932 $20.7M 0.12% +42,900 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 12,230 shares; 2025Q1: 7,630 shares; 2025Q2: 13,489 shares; 2025Q3: 13,548 shares; 2025Q4: 152,839 shares 152,839 $20.7M 0.12% +139,291 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,887 shares; 2024Q4: 205,331 shares; 2025Q1: 202,957 shares; 2025Q2: 217,708 shares; 2025Q3: 296,412 shares; 2025Q4: 381,694 shares 381,694 $20.1M 0.12% +85,282 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,399 shares; 2024Q4: 30,086 shares; 2025Q1: 31,742 shares; 2025Q2: 143,457 shares; 2025Q3: 153,578 shares; 2025Q4: 163,399 shares 163,399 $20.1M 0.12% +9,821 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,211 shares; 2024Q4: 295,931 shares; 2025Q1: 322,664 shares; 2025Q2: 315,420 shares; 2025Q3: 340,054 shares; 2025Q4: 399,536 shares 399,536 $20.1M 0.12% +59,482 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,445 shares; 2024Q4: 173,506 shares; 2025Q1: 109,044 shares; 2025Q2: 150,003 shares; 2025Q3: 160,531 shares; 2025Q4: 197,106 shares 197,106 $19.9M 0.11% +36,575 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,649 shares; 2024Q4: 247,279 shares; 2025Q1: 138,517 shares; 2025Q2: 109,838 shares; 2025Q3: 198,486 shares; 2025Q4: 228,142 shares 228,142 $19.9M 0.11% +29,656 Timeline DIV 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: 1,178,983 shares; 2024Q4: 964,701 shares; 2025Q1: 926,183 shares; 2025Q2: 999,605 shares; 2025Q3: 1,074,027 shares; 2025Q4: 1,142,553 shares 1,142,553 $19.8M 0.11% +68,526 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: 72,466 shares; 2024Q4: 79,092 shares; 2025Q1: 82,079 shares; 2025Q2: 85,757 shares; 2025Q3: 97,856 shares; 2025Q4: 103,606 shares 103,606 $19.8M 0.11% +5,750 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: 415,209 shares; 2024Q4: 402,473 shares; 2025Q1: 341,055 shares; 2025Q2: 323,783 shares; 2025Q3: 336,526 shares; 2025Q4: 389,372 shares 389,372 $19.7M 0.11% +52,846 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: 39,267 shares; 2024Q4: 43,974 shares; 2025Q1: 34,237 shares; 2025Q2: 242,221 shares; 2025Q3: 257,204 shares; 2025Q4: 244,139 shares 244,139 $19.4M 0.11% -13,065 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: 134,236 shares; 2024Q4: 150,934 shares; 2025Q1: 153,429 shares; 2025Q2: 274,662 shares; 2025Q3: 301,735 shares; 2025Q4: 233,017 shares 233,017 $19M 0.11% -68,718 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: 199,470 shares; 2024Q4: 189,651 shares; 2025Q1: 197,494 shares; 2025Q2: 208,285 shares; 2025Q3: 242,439 shares; 2025Q4: 132,468 shares 132,468 $19M 0.11% -109,971 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,568 shares; 2024Q4: 56,993 shares; 2025Q1: 56,449 shares; 2025Q2: 321,317 shares; 2025Q3: 346,005 shares; 2025Q4: 404,693 shares 404,693 $18.8M 0.11% +58,688 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: 131,392 shares; 2024Q4: 140,194 shares; 2025Q1: 163,998 shares; 2025Q2: 163,800 shares; 2025Q3: 171,770 shares; 2025Q4: 178,008 shares 178,008 $18.8M 0.11% +6,238 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,007 shares; 2025Q1: 3,513 shares; 2025Q2: 3,959 shares; 2025Q3: 6,262 shares; 2025Q4: 100,672 shares 100,672 $18.7M 0.11% +94,410 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: 568,924 shares; 2024Q4: 602,906 shares; 2025Q1: 597,259 shares; 2025Q2: 912,858 shares; 2025Q3: 956,855 shares; 2025Q4: 422,320 shares 422,320 $18.4M 0.11% -534,535 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: 45,108 shares; 2024Q4: 37,779 shares; 2025Q1: 35,933 shares; 2025Q2: 35,119 shares; 2025Q3: 45,105 shares; 2025Q4: 54,731 shares 54,731 $18.4M 0.11% +9,626 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,352 shares; 2024Q4: 143,208 shares; 2025Q1: 158,885 shares; 2025Q2: 178,671 shares; 2025Q3: 205,153 shares; 2025Q4: 238,238 shares 238,238 $18.3M 0.1% +33,085 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,924 shares; 2024Q4: 2,256 shares; 2025Q1: 2,062 shares; 2025Q2: 66,578 shares; 2025Q3: 84,364 shares; 2025Q4: 144,531 shares 144,531 $18.2M 0.1% +60,167 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,853 shares; 2024Q4: 93,371 shares; 2025Q1: 120,890 shares; 2025Q2: 144,609 shares; 2025Q3: 254,534 shares; 2025Q4: 376,766 shares 376,766 $18.1M 0.1% +122,232 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,843 shares; 2024Q4: 215,595 shares; 2025Q1: 242,819 shares; 2025Q2: 230,684 shares; 2025Q3: 244,165 shares; 2025Q4: 252,774 shares 252,774 $17.7M 0.1% +8,609 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,519 shares; 2024Q4: 57,085 shares; 2025Q1: 65,543 shares; 2025Q2: 89,449 shares; 2025Q3: 104,657 shares; 2025Q4: 138,236 shares 138,236 $17.6M 0.1% +33,579 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338,550 shares; 2025Q3: 351,265 shares; 2025Q4: 362,304 shares 362,304 $17.6M 0.1% +11,039 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,319 shares; 2024Q4: 255,786 shares; 2025Q1: 228,291 shares; 2025Q2: 23,525 shares; 2025Q3: 25,249 shares; 2025Q4: 190,331 shares 190,331 $17.6M 0.1% +165,082 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433,538 shares; 2025Q4: 434,727 shares 434,727 $17.5M 0.1% +1,189 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: 125,972 shares; 2024Q4: 150,041 shares; 2025Q1: 163,591 shares; 2025Q2: 117,723 shares; 2025Q3: 119,660 shares; 2025Q4: 52,576 shares 52,576 $17.4M 0.1% -67,084 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451,982 shares 451,982 $17.3M 0.1% new Timeline DON 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: 212,083 shares; 2024Q4: 223,194 shares; 2025Q1: 243,435 shares; 2025Q2: 271,347 shares; 2025Q3: 307,922 shares; 2025Q4: 335,474 shares 335,474 $17.3M 0.1% +27,552 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: 8,600 shares; 2024Q4: 7,659 shares; 2025Q1: 31,692 shares; 2025Q2: 376,275 shares; 2025Q3: 373,778 shares; 2025Q4: 379,011 shares 379,011 $17.3M 0.1% +5,233 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 10,344 shares; 2025Q1: 7,657 shares; 2025Q2: 348,918 shares; 2025Q3: 410,836 shares; 2025Q4: 548,598 shares 548,598 $17.3M 0.1% +137,762 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,846 shares; 2024Q4: 260,745 shares; 2025Q1: 320,286 shares; 2025Q2: 346,806 shares; 2025Q3: 374,409 shares; 2025Q4: 380,997 shares 380,997 $17.1M 0.1% +6,588 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,655 shares; 2024Q4: 66,262 shares; 2025Q1: 18,586 shares; 2025Q2: 19,866 shares; 2025Q3: 14,268 shares; 2025Q4: 177,883 shares 177,883 $17M 0.1% +163,615 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,978 shares; 2025Q1: 162,539 shares; 2025Q2: 207,435 shares; 2025Q3: 311,041 shares; 2025Q4: 340,685 shares 340,685 $16.9M 0.1% +29,644 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: not reported; 2024Q4: 131,823 shares; 2025Q1: 162,630 shares; 2025Q2: 189,939 shares; 2025Q3: 216,626 shares; 2025Q4: 319,803 shares 319,803 $16.6M 0.1% +103,177 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,261 shares; 2024Q4: 326,108 shares; 2025Q1: 367,140 shares; 2025Q2: 332,374 shares; 2025Q3: 348,001 shares; 2025Q4: 352,953 shares 352,953 $16.5M 0.09% +4,952 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,300 shares; 2025Q1: 1,320 shares; 2025Q2: 1,908 shares; 2025Q3: 2,020 shares; 2025Q4: 32,286 shares 32,286 $16.5M 0.09% +30,266 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,818 shares; 2025Q2: 655 shares; 2025Q3: not reported; 2025Q4: 554,950 shares 554,950 $16.4M 0.09% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,875 shares; 2024Q4: 391,483 shares; 2025Q1: 482,210 shares; 2025Q2: 435,804 shares; 2025Q3: 457,614 shares; 2025Q4: 468,733 shares 468,733 $16.4M 0.09% +11,119 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,383 shares; 2024Q4: 153,327 shares; 2025Q1: 152,298 shares; 2025Q2: 323,325 shares; 2025Q3: 332,299 shares; 2025Q4: 376,382 shares 376,382 $16.3M 0.09% +44,083 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: 500,149 shares; 2024Q4: 561,371 shares; 2025Q1: 424,574 shares; 2025Q2: 239,590 shares; 2025Q3: 254,988 shares; 2025Q4: 152,507 shares 152,507 $16.1M 0.09% -102,481 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,542 shares; 2024Q4: 102,221 shares; 2025Q1: 118,274 shares; 2025Q2: 112,863 shares; 2025Q3: 118,521 shares; 2025Q4: 123,173 shares 123,173 $15.9M 0.09% +4,652 Timeline AGGH 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: not reported; 2024Q4: 18,284 shares; 2025Q1: 61,808 shares; 2025Q2: 200,029 shares; 2025Q3: 488,644 shares; 2025Q4: 767,382 shares 767,382 $15.9M 0.09% +278,738 Timeline ANGL 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: 453,020 shares; 2024Q4: 471,205 shares; 2025Q1: 610,874 shares; 2025Q2: 489,526 shares; 2025Q3: 514,602 shares; 2025Q4: 538,215 shares 538,215 $15.8M 0.09% +23,613 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,033 shares; 2024Q4: 123,573 shares; 2025Q1: 137,256 shares; 2025Q2: 156,900 shares; 2025Q3: 170,695 shares; 2025Q4: 178,641 shares 178,641 $15.8M 0.09% +7,946 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,489 shares; 2024Q4: 270,637 shares; 2025Q1: 332,894 shares; 2025Q2: 340,427 shares; 2025Q3: 356,485 shares; 2025Q4: 366,758 shares 366,758 $15.7M 0.09% +10,273 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: 64,784 shares; 2024Q4: 57,338 shares; 2025Q1: 51,632 shares; 2025Q2: 155,761 shares; 2025Q3: 165,728 shares; 2025Q4: 189,733 shares 189,733 $15.2M 0.09% +24,005 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: 20,532 shares; 2024Q4: 24,557 shares; 2025Q1: 27,710 shares; 2025Q2: 31,593 shares; 2025Q3: 39,189 shares; 2025Q4: 43,470 shares 43,470 $15.2M 0.09% +4,281 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 15,636 shares; 2025Q1: 9,665 shares; 2025Q2: 163,944 shares; 2025Q3: 168,635 shares; 2025Q4: 170,099 shares 170,099 $15.2M 0.09% +1,464 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: 266,467 shares; 2024Q4: 244,086 shares; 2025Q1: 412,409 shares; 2025Q2: 331,022 shares; 2025Q3: 277,389 shares; 2025Q4: 285,436 shares 285,436 $15.1M 0.09% +8,047 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: 9,574 shares; 2024Q4: 12,671 shares; 2025Q1: 73,784 shares; 2025Q2: 126,429 shares; 2025Q3: 200,688 shares; 2025Q4: 253,606 shares 253,606 $15M 0.09% +52,918 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,494 shares; 2025Q2: 16,899 shares; 2025Q3: 161,368 shares; 2025Q4: 221,479 shares 221,479 $15M 0.09% +60,111 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 9,867 shares; 2025Q1: 6,284 shares; 2025Q2: 5,625 shares; 2025Q3: 6,542 shares; 2025Q4: 168,665 shares 168,665 $14.9M 0.09% +162,123 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: 184,040 shares; 2024Q4: 182,257 shares; 2025Q1: 195,457 shares; 2025Q2: 175,236 shares; 2025Q3: 190,260 shares; 2025Q4: 201,150 shares 201,150 $14.8M 0.08% +10,890 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,169 shares; 2024Q4: 400,423 shares; 2025Q1: 279,643 shares; 2025Q2: 306,164 shares; 2025Q3: 332,310 shares; 2025Q4: 374,851 shares 374,851 $14.8M 0.08% +42,541 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: 3,057 shares; 2024Q4: 3,452 shares; 2025Q1: 3,620 shares; 2025Q2: 4,328 shares; 2025Q3: 4,947 shares; 2025Q4: 68,533 shares 68,533 $14.5M 0.08% +63,586 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,010 shares; 2024Q4: 217,848 shares; 2025Q1: 277,484 shares; 2025Q2: 162,817 shares; 2025Q3: 171,860 shares; 2025Q4: 180,783 shares 180,783 $14.5M 0.08% +8,923 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: 200,613 shares; 2024Q4: 191,176 shares; 2025Q1: 179,702 shares; 2025Q2: 190,551 shares; 2025Q3: 208,552 shares; 2025Q4: 230,609 shares 230,609 $14.4M 0.08% +22,057 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317,059 shares; 2025Q3: 338,848 shares; 2025Q4: 369,652 shares 369,652 $14.3M 0.08% +30,804 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: 18,584 shares; 2024Q4: 19,698 shares; 2025Q1: 18,808 shares; 2025Q2: 24,336 shares; 2025Q3: 26,175 shares; 2025Q4: 193,473 shares 193,473 $14.3M 0.08% +167,298 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,510 shares; 2024Q4: 439,578 shares; 2025Q1: 468,573 shares; 2025Q2: 633,489 shares; 2025Q3: 720,093 shares; 2025Q4: 822,439 shares 822,439 $14.2M 0.08% +102,346 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,792 shares; 2025Q1: 2,929 shares; 2025Q2: 139,599 shares; 2025Q3: 152,331 shares; 2025Q4: 159,584 shares 159,584 $14.2M 0.08% +7,253 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,788 shares; 2024Q4: 25,173 shares; 2025Q1: 18,801 shares; 2025Q2: 19,876 shares; 2025Q3: 23,035 shares; 2025Q4: 24,514 shares 24,514 $14M 0.08% +1,479 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: 229,295 shares; 2024Q4: 214,764 shares; 2025Q1: 182,877 shares; 2025Q2: 165,383 shares; 2025Q3: 178,413 shares; 2025Q4: 243,732 shares 243,732 $14M 0.08% +65,319 Timeline CNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,039,225 shares; 2025Q1: 725,417 shares; 2025Q2: 602,068 shares; 2025Q3: 522,788 shares; 2025Q4: 448,184 shares 448,184 $13.8M 0.08% -74,604 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: 393,808 shares; 2024Q4: 407,583 shares; 2025Q1: 406,082 shares; 2025Q2: 220,298 shares; 2025Q3: 235,078 shares; 2025Q4: 248,005 shares 248,005 $13.8M 0.08% +12,927 Timeline NBOS 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: not reported; 2024Q4: 389,140 shares; 2025Q1: 370,790 shares; 2025Q2: 448,840 shares; 2025Q3: 482,764 shares; 2025Q4: 501,511 shares 501,511 $13.7M 0.08% +18,747 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,145 shares; 2024Q4: 348,611 shares; 2025Q1: 410,488 shares; 2025Q2: 556,504 shares; 2025Q3: 573,073 shares; 2025Q4: 610,012 shares 610,012 $13.6M 0.08% +36,939 Timeline SVOL 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: 220,468 shares; 2024Q4: 850,011 shares; 2025Q1: 1,384,816 shares; 2025Q2: 1,771,470 shares; 2025Q3: 965,243 shares; 2025Q4: 764,407 shares 764,407 $13.4M 0.08% -200,836 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,471 shares; 2024Q4: 128,345 shares; 2025Q1: 150,875 shares; 2025Q2: 171,242 shares; 2025Q3: 186,525 shares; 2025Q4: 195,120 shares 195,120 $13.1M 0.07% +8,595 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,678 shares; 2024Q4: 201,776 shares; 2025Q1: 179,651 shares; 2025Q2: 165,701 shares; 2025Q3: 89,243 shares; 2025Q4: 95,214 shares 95,214 $13M 0.07% +5,971 Timeline FHLC 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: 128,644 shares; 2024Q4: 123,573 shares; 2025Q1: 134,229 shares; 2025Q2: 149,717 shares; 2025Q3: 165,885 shares; 2025Q4: 173,792 shares 173,792 $12.9M 0.07% +7,907 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,850 shares; 2025Q1: 222,923 shares; 2025Q2: 176,198 shares; 2025Q3: 227,004 shares; 2025Q4: 244,329 shares 244,329 $12.9M 0.07% +17,325 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,518 shares; 2025Q3: 193,525 shares; 2025Q4: 203,339 shares 203,339 $12.9M 0.07% +9,814 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,616 shares; 2024Q4: 109,522 shares; 2025Q1: 111,515 shares; 2025Q2: 192,344 shares; 2025Q3: 222,954 shares; 2025Q4: 250,547 shares 250,547 $12.5M 0.07% +27,593 Timeline EDIV 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: 408,221 shares; 2024Q4: 414,198 shares; 2025Q1: 375,180 shares; 2025Q2: 289,124 shares; 2025Q3: 305,902 shares; 2025Q4: 319,664 shares 319,664 $12.5M 0.07% +13,762 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: 8,025 shares; 2024Q4: 12,792 shares; 2025Q1: 16,684 shares; 2025Q2: 16,197 shares; 2025Q3: 18,424 shares; 2025Q4: 19,049 shares 19,049 $12.5M 0.07% +625 Timeline QFLR 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: 293,109 shares; 2024Q4: 309,664 shares; 2025Q1: 315,212 shares; 2025Q2: 327,294 shares; 2025Q3: 345,271 shares; 2025Q4: 355,757 shares 355,757 $12.2M 0.07% +10,486 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: 144,997 shares; 2024Q4: 275,169 shares; 2025Q1: 283,701 shares; 2025Q2: 321,104 shares; 2025Q3: 315,950 shares; 2025Q4: 444,170 shares 444,170 $12.2M 0.07% +128,220 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,699 shares; 2025Q1: 147,460 shares; 2025Q2: 188,762 shares; 2025Q3: 215,524 shares; 2025Q4: 231,742 shares 231,742 $12M 0.07% +16,218 Timeline HIGH 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: 116,903 shares; 2024Q4: 573,506 shares; 2025Q1: 620,100 shares; 2025Q2: 828,157 shares; 2025Q3: 845,912 shares; 2025Q4: 536,199 shares 536,199 $12M 0.07% -309,713 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: 39,559 shares; 2024Q4: 35,630 shares; 2025Q1: 39,551 shares; 2025Q2: 42,383 shares; 2025Q3: 44,337 shares; 2025Q4: 53,212 shares 53,212 $11.7M 0.07% +8,875 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: 11,371 shares; 2024Q4: 10,835 shares; 2025Q1: 12,940 shares; 2025Q2: 36,383 shares; 2025Q3: 41,778 shares; 2025Q4: 403,133 shares 403,133 $11.6M 0.07% +361,355 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: 6,034 shares; 2024Q4: 7,102 shares; 2025Q1: 22,456 shares; 2025Q2: 23,944 shares; 2025Q3: 24,447 shares; 2025Q4: 32,883 shares 32,883 $11.6M 0.07% +8,436 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: 81,525 shares; 2024Q4: 86,969 shares; 2025Q1: 82,847 shares; 2025Q2: 163,319 shares; 2025Q3: 215,263 shares; 2025Q4: 239,678 shares 239,678 $11.6M 0.07% +24,415 Timeline XLB 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: 65,249 shares; 2024Q4: 108,147 shares; 2025Q1: 99,748 shares; 2025Q2: 108,405 shares; 2025Q3: 116,753 shares; 2025Q4: 253,261 shares 253,261 $11.5M 0.07% +136,508 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: 78,936 shares; 2024Q4: 300,322 shares; 2025Q1: 246,963 shares; 2025Q2: 335,988 shares; 2025Q3: 361,031 shares; 2025Q4: 351,473 shares 351,473 $11.5M 0.07% -9,558 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: 107,433 shares; 2024Q4: 149,471 shares; 2025Q1: 173,410 shares; 2025Q2: 235,455 shares; 2025Q3: 256,265 shares; 2025Q4: 282,566 shares 282,566 $11.4M 0.07% +26,301 Timeline SBAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384,719 shares; 2025Q4: 435,647 shares 435,647 $11.4M 0.07% +50,928 Timeline FOXY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 406,813 shares 406,813 $11.1M 0.06% new Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,298 shares; 2025Q1: 32,435 shares; 2025Q2: 62,100 shares; 2025Q3: 90,074 shares; 2025Q4: 140,086 shares 140,086 $11M 0.06% +50,012 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: 24,992 shares; 2024Q4: 30,528 shares; 2025Q1: 33,514 shares; 2025Q2: 34,758 shares; 2025Q3: 43,932 shares; 2025Q4: 40,376 shares 40,376 $11M 0.06% -3,556 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,571 shares; 2025Q2: 265,723 shares; 2025Q3: 253,785 shares; 2025Q4: 235,004 shares 235,004 $10.9M 0.06% -18,781 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: 64,009 shares; 2024Q4: 72,896 shares; 2025Q1: 130,562 shares; 2025Q2: 63,573 shares; 2025Q3: 71,214 shares; 2025Q4: 111,002 shares 111,002 $10.5M 0.06% +39,788 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,438 shares; 2024Q4: 537,919 shares; 2025Q1: 580,520 shares; 2025Q2: 81,169 shares; 2025Q3: 150,195 shares; 2025Q4: 173,939 shares 173,939 $10.4M 0.06% +23,744 Timeline IDU 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: 113,022 shares; 2024Q4: 109,729 shares; 2025Q1: 41,465 shares; 2025Q2: 81,696 shares; 2025Q3: 95,948 shares; 2025Q4: 95,929 shares 95,929 $10.4M 0.06% -19 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,122 shares; 2025Q2: 217,667 shares; 2025Q3: 276,653 shares; 2025Q4: 377,669 shares 377,669 $10.4M 0.06% +101,016 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: 144,351 shares; 2024Q4: 165,334 shares; 2025Q1: 219,746 shares; 2025Q2: 150,419 shares; 2025Q3: 203,149 shares; 2025Q4: 232,180 shares 232,180 $10.3M 0.06% +29,031 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: 35,063 shares; 2024Q4: 44,821 shares; 2025Q1: 52,685 shares; 2025Q2: 58,260 shares; 2025Q3: 69,468 shares; 2025Q4: 59,070 shares 59,070 $10.2M 0.06% -10,398 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: 453,439 shares; 2024Q4: 656,375 shares; 2025Q1: 490,579 shares; 2025Q2: 636,744 shares; 2025Q3: 656,816 shares; 2025Q4: 277,727 shares 277,727 $10.2M 0.06% -379,089 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: 119,466 shares; 2024Q4: 114,663 shares; 2025Q1: 99,764 shares; 2025Q2: 123,924 shares; 2025Q3: 116,742 shares; 2025Q4: 146,498 shares 146,498 $10.2M 0.06% +29,756 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,879 shares; 2024Q4: 283,087 shares; 2025Q1: 308,810 shares; 2025Q2: 331,889 shares; 2025Q3: 374,782 shares; 2025Q4: 432,940 shares 432,940 $10.1M 0.06% +58,158 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,700 shares; 2025Q1: 107,680 shares; 2025Q2: 125,120 shares; 2025Q3: 145,445 shares; 2025Q4: 211,455 shares 211,455 $10.1M 0.06% +66,010 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: 263,120 shares; 2024Q4: 288,387 shares; 2025Q1: 339,756 shares; 2025Q2: 82,063 shares; 2025Q3: 91,327 shares; 2025Q4: 100,649 shares 100,649 $10M 0.06% +9,322 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: 128,998 shares; 2024Q4: 198,157 shares; 2025Q1: 196,450 shares; 2025Q2: 187,851 shares; 2025Q3: 235,097 shares; 2025Q4: 292,058 shares 292,058 $10M 0.06% +56,961 Timeline FIAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,828 shares; 2024Q4: 355,196 shares; 2025Q1: 501,832 shares; 2025Q2: 526,142 shares; 2025Q3: 544,209 shares; 2025Q4: 545,831 shares 545,831 $9.81M 0.06% +1,622 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: 66,069 shares; 2024Q4: 67,789 shares; 2025Q1: 62,566 shares; 2025Q2: 65,989 shares; 2025Q3: 115,885 shares; 2025Q4: 123,943 shares 123,943 $9.77M 0.06% +8,058 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,534 shares; 2024Q4: 642,598 shares; 2025Q1: 519,202 shares; 2025Q2: 191,016 shares; 2025Q3: 212,643 shares; 2025Q4: 233,751 shares 233,751 $9.76M 0.06% +21,108 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: 34,944 shares; 2024Q4: 37,067 shares; 2025Q1: 38,320 shares; 2025Q2: 40,752 shares; 2025Q3: 43,809 shares; 2025Q4: 45,950 shares 45,950 $9.73M 0.06% +2,141 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: 8,779 shares; 2024Q4: 9,175 shares; 2025Q1: 9,980 shares; 2025Q2: 9,696 shares; 2025Q3: 9,783 shares; 2025Q4: 12,785 shares 12,785 $9.64M 0.06% +3,002 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: 5,701 shares; 2024Q4: 6,341 shares; 2025Q1: 8,407 shares; 2025Q2: 9,720 shares; 2025Q3: 11,556 shares; 2025Q4: 16,880 shares 16,880 $9.56M 0.05% +5,324 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: 60,303 shares; 2024Q4: 72,416 shares; 2025Q1: 79,716 shares; 2025Q2: 92,966 shares; 2025Q3: 101,434 shares; 2025Q4: 108,339 shares 108,339 $9.44M 0.05% +6,905 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: 165,116 shares; 2024Q4: 182,933 shares; 2025Q1: 191,595 shares; 2025Q2: 208,944 shares; 2025Q3: 199,533 shares; 2025Q4: 185,696 shares 185,696 $9.27M 0.05% -13,837 Timeline VUSB 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: 147,372 shares; 2024Q4: 124,443 shares; 2025Q1: 283,009 shares; 2025Q2: 228,300 shares; 2025Q3: 192,044 shares; 2025Q4: 185,722 shares 185,722 $9.26M 0.05% -6,322 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,363 shares; 2025Q1: 1,951 shares; 2025Q2: 111,294 shares; 2025Q3: 73,440 shares; 2025Q4: 89,014 shares 89,014 $9.22M 0.05% +15,574 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: 230,926 shares; 2024Q4: 260,273 shares; 2025Q1: 283,456 shares; 2025Q2: 316,464 shares; 2025Q3: 300,670 shares; 2025Q4: 282,231 shares 282,231 $9.19M 0.05% -18,439 Timeline DFEV 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: 216,376 shares; 2024Q4: 244,593 shares; 2025Q1: 267,368 shares; 2025Q2: 301,362 shares; 2025Q3: 288,101 shares; 2025Q4: 271,346 shares 271,346 $9.16M 0.05% -16,755 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: 3,998 shares; 2024Q4: 5,625 shares; 2025Q1: 4,069 shares; 2025Q2: 4,240 shares; 2025Q3: 50,997 shares; 2025Q4: 55,301 shares 55,301 $9.03M 0.05% +4,304 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: 174,217 shares; 2024Q4: 136,517 shares; 2025Q1: 150,358 shares; 2025Q2: 111,330 shares; 2025Q3: 48,336 shares; 2025Q4: 44,800 shares 44,800 $8.95M 0.05% -3,536 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: 29,296 shares; 2024Q4: 46,107 shares; 2025Q1: 36,901 shares; 2025Q2: 25,552 shares; 2025Q3: 50,065 shares; 2025Q4: 92,875 shares 92,875 $8.93M 0.05% +42,810 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: 36,658 shares; 2024Q4: 40,666 shares; 2025Q1: 42,610 shares; 2025Q2: 54,240 shares; 2025Q3: 65,504 shares; 2025Q4: 70,538 shares 70,538 $8.84M 0.05% +5,034 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: 71,439 shares; 2024Q4: 77,790 shares; 2025Q1: 81,806 shares; 2025Q2: 84,782 shares; 2025Q3: 88,499 shares; 2025Q4: 93,276 shares 93,276 $8.7M 0.05% +4,777 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,010 shares; 2025Q3: 183,603 shares; 2025Q4: 194,899 shares 194,899 $8.68M 0.05% +11,296 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,203 shares; 2024Q4: 38,911 shares; 2025Q1: 42,593 shares; 2025Q2: 49,654 shares; 2025Q3: 52,853 shares; 2025Q4: 53,685 shares 53,685 $8.63M 0.05% +832 Timeline FNCL 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: 74,029 shares; 2024Q4: 84,647 shares; 2025Q1: 87,070 shares; 2025Q2: 92,730 shares; 2025Q3: 102,508 shares; 2025Q4: 110,510 shares 110,510 $8.59M 0.05% +8,002 Timeline DIHP 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: 223,903 shares; 2024Q4: 249,990 shares; 2025Q1: 264,591 shares; 2025Q2: 296,694 shares; 2025Q3: 284,546 shares; 2025Q4: 270,707 shares 270,707 $8.57M 0.05% -13,839 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: 20,932 shares; 2024Q4: 17,934 shares; 2025Q1: 19,595 shares; 2025Q2: 22,773 shares; 2025Q3: 22,887 shares; 2025Q4: 167,561 shares 167,561 $8.51M 0.05% +144,674 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: 146,928 shares; 2024Q4: 330,828 shares; 2025Q1: 353,589 shares; 2025Q2: 369,343 shares; 2025Q3: 407,177 shares; 2025Q4: 363,972 shares 363,972 $8.51M 0.05% -43,205 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: 10,987 shares; 2024Q4: 36,982 shares; 2025Q1: 43,049 shares; 2025Q2: 52,252 shares; 2025Q3: 54,061 shares; 2025Q4: 71,241 shares 71,241 $8.5M 0.05% +17,180 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: 24,280 shares; 2024Q4: 24,653 shares; 2025Q1: 25,249 shares; 2025Q2: 26,429 shares; 2025Q3: 27,945 shares; 2025Q4: 36,664 shares 36,664 $8.48M 0.05% +8,719 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: 20,223 shares; 2024Q4: 23,216 shares; 2025Q1: 19,509 shares; 2025Q2: 20,792 shares; 2025Q3: 23,320 shares; 2025Q4: 24,692 shares 24,692 $8.34M 0.05% +1,372 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: 21,921 shares; 2024Q4: 18,890 shares; 2025Q1: 11,011 shares; 2025Q2: 15,264 shares; 2025Q3: 15,477 shares; 2025Q4: 17,593 shares 17,593 $8.33M 0.05% +2,116 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: 10,881 shares; 2024Q4: 11,090 shares; 2025Q1: 10,883 shares; 2025Q2: 11,723 shares; 2025Q3: 12,430 shares; 2025Q4: 9,436 shares 9,436 $8.29M 0.05% -2,994 Timeline DDLS 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: 109,081 shares; 2024Q4: 110,765 shares; 2025Q1: 90,750 shares; 2025Q2: 104,556 shares; 2025Q3: 121,823 shares; 2025Q4: 191,820 shares 191,820 $8.24M 0.05% +69,997 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: 65,640 shares; 2024Q4: 79,690 shares; 2025Q1: 90,772 shares; 2025Q2: 104,044 shares; 2025Q3: 116,049 shares; 2025Q4: 129,569 shares 129,569 $8.22M 0.05% +13,520 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,919 shares; 2024Q4: 94,689 shares; 2025Q1: 105,950 shares; 2025Q2: 117,311 shares; 2025Q3: 127,124 shares; 2025Q4: 131,825 shares 131,825 $8.21M 0.05% +4,701 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,116 shares; 2024Q4: 16,711 shares; 2025Q1: 18,420 shares; 2025Q2: 49,509 shares; 2025Q3: 46,439 shares; 2025Q4: 22,729 shares 22,729 $8.19M 0.05% -23,710 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,730 shares; 2025Q3: 5,827 shares; 2025Q4: 12,068 shares 12,068 $8.13M 0.05% +6,241 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: 50,807 shares; 2024Q4: 48,164 shares; 2025Q1: 38,583 shares; 2025Q2: 38,130 shares; 2025Q3: 42,274 shares; 2025Q4: 45,619 shares 45,619 $8.09M 0.05% +3,345 Timeline TWOX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,528 shares; 2025Q4: 287,152 shares 287,152 $8.08M 0.05% +279,624 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: 85,846 shares; 2024Q4: 87,067 shares; 2025Q1: 89,035 shares; 2025Q2: 75,359 shares; 2025Q3: 86,896 shares; 2025Q4: 88,102 shares 88,102 $8.05M 0.05% +1,206 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: 20,954 shares; 2024Q4: 20,832 shares; 2025Q1: 22,828 shares; 2025Q2: 27,016 shares; 2025Q3: 35,157 shares; 2025Q4: 39,236 shares 39,236 $7.97M 0.05% +4,079 Timeline FSTA 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: 112,037 shares; 2024Q4: 116,645 shares; 2025Q1: 122,630 shares; 2025Q2: 133,958 shares; 2025Q3: 140,953 shares; 2025Q4: 160,506 shares 160,506 $7.9M 0.05% +19,553 Timeline JAJL 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: 398,685 shares; 2024Q4: 302,890 shares; 2025Q1: 313,661 shares; 2025Q2: 293,498 shares; 2025Q3: 280,649 shares; 2025Q4: 269,284 shares 269,284 $7.83M 0.04% -11,365 Timeline FDLO 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: 59,367 shares; 2024Q4: 66,948 shares; 2025Q1: 75,483 shares; 2025Q2: 70,575 shares; 2025Q3: 85,450 shares; 2025Q4: 117,214 shares 117,214 $7.82M 0.04% +31,764 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 6,842 shares; 2025Q1: 6,440 shares; 2025Q2: 40,668 shares; 2025Q3: 42,333 shares; 2025Q4: 43,300 shares 43,300 $7.81M 0.04% +967 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,543 shares; 2024Q4: 181,350 shares; 2025Q1: 191,972 shares; 2025Q2: 127,670 shares; 2025Q3: 135,265 shares; 2025Q4: 142,478 shares 142,478 $7.78M 0.04% +7,213 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,482 shares; 2024Q4: 46,936 shares; 2025Q1: 42,474 shares; 2025Q2: 69,950 shares; 2025Q3: 89,329 shares; 2025Q4: 90,225 shares 90,225 $7.67M 0.04% +896 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: 11,247 shares; 2024Q4: 28,345 shares; 2025Q1: 10,962 shares; 2025Q2: 19,605 shares; 2025Q3: 13,153 shares; 2025Q4: 15,897 shares 15,897 $7.64M 0.04% +2,744 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,982 shares; 2024Q4: 30,271 shares; 2025Q1: 197,711 shares; 2025Q2: 170,590 shares; 2025Q3: 166,262 shares; 2025Q4: 88,102 shares 88,102 $7.56M 0.04% -78,160 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,171 shares; 2024Q4: 110,055 shares; 2025Q1: 87,961 shares; 2025Q2: 101,097 shares; 2025Q3: 119,147 shares; 2025Q4: 193,841 shares 193,841 $7.54M 0.04% +74,694 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,988 shares; 2025Q4: 58,175 shares 58,175 $7.51M 0.04% +1,187 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: 152,004 shares; 2024Q4: 93,011 shares; 2025Q1: 89,302 shares; 2025Q2: 78,116 shares; 2025Q3: 68,575 shares; 2025Q4: 75,123 shares 75,123 $7.5M 0.04% +6,548 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,447 shares; 2024Q4: 200,087 shares; 2025Q1: 209,934 shares; 2025Q2: 246,360 shares; 2025Q3: 76,249 shares; 2025Q4: 82,005 shares 82,005 $7.5M 0.04% +5,756 Timeline FCOM 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: 97,701 shares; 2024Q4: 112,349 shares; 2025Q1: 111,635 shares; 2025Q2: 119,757 shares; 2025Q3: 94,759 shares; 2025Q4: 100,769 shares 100,769 $7.38M 0.04% +6,010 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: 7,683 shares; 2024Q4: 10,434 shares; 2025Q1: 11,343 shares; 2025Q2: 14,080 shares; 2025Q3: 19,412 shares; 2025Q4: 15,740 shares 15,740 $7.38M 0.04% -3,672 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,700 shares; 2024Q4: 267,108 shares; 2025Q1: 279,289 shares; 2025Q2: 310,227 shares; 2025Q3: 250,125 shares; 2025Q4: 309,142 shares 309,142 $7.32M 0.04% +59,017 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: 1,206 shares; 2024Q4: 1,662 shares; 2025Q1: 2,192 shares; 2025Q2: 2,538 shares; 2025Q3: 3,224 shares; 2025Q4: 5,944 shares 5,944 $7.22M 0.04% +2,720 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: 13,857 shares; 2024Q4: 232,045 shares; 2025Q1: 463,914 shares; 2025Q2: 67,394 shares; 2025Q3: 93,958 shares; 2025Q4: 267,933 shares 267,933 $7.21M 0.04% +173,975 Timeline SFLR 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: 142,768 shares; 2024Q4: 156,386 shares; 2025Q1: 161,542 shares; 2025Q2: 168,804 shares; 2025Q3: 188,072 shares; 2025Q4: 194,675 shares 194,675 $7.18M 0.04% +6,603 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: 42,545 shares; 2024Q4: 28,155 shares; 2025Q1: 24,942 shares; 2025Q2: 21,492 shares; 2025Q3: 20,832 shares; 2025Q4: 44,571 shares 44,571 $7.17M 0.04% +23,739 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: 10,509 shares; 2024Q4: 23,291 shares; 2025Q1: 27,165 shares; 2025Q2: 31,281 shares; 2025Q3: 39,513 shares; 2025Q4: 38,934 shares 38,934 $7.17M 0.04% -579 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: 48,967 shares; 2024Q4: 54,842 shares; 2025Q1: 27,674 shares; 2025Q2: 35,319 shares; 2025Q3: 43,873 shares; 2025Q4: 58,343 shares 58,343 $7.16M 0.04% +14,470 Timeline SPD 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: 150,170 shares; 2024Q4: 147,629 shares; 2025Q1: 2,724 shares; 2025Q2: 185,279 shares; 2025Q3: 184,940 shares; 2025Q4: 182,280 shares 182,280 $7.16M 0.04% -2,660 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,689 shares; 2025Q1: 26,266 shares; 2025Q2: 53,688 shares; 2025Q3: 73,785 shares; 2025Q4: 99,881 shares 99,881 $7.06M 0.04% +26,096 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: 45,375 shares; 2024Q4: 46,158 shares; 2025Q1: 71,860 shares; 2025Q2: 69,974 shares; 2025Q3: 93,411 shares; 2025Q4: 101,454 shares 101,454 $7.05M 0.04% +8,043 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: 53,269 shares; 2024Q4: 40,157 shares; 2025Q1: 41,329 shares; 2025Q2: 43,223 shares; 2025Q3: 99,832 shares; 2025Q4: 70,449 shares 70,449 $7.04M 0.04% -29,383 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,751 shares; 2025Q1: 45,736 shares; 2025Q2: 47,437 shares; 2025Q3: 114,700 shares; 2025Q4: 136,148 shares 136,148 $6.77M 0.04% +21,448 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,210 shares; 2024Q4: 56,076 shares; 2025Q1: 59,609 shares; 2025Q2: 64,093 shares; 2025Q3: 45,444 shares; 2025Q4: 49,349 shares 49,349 $6.59M 0.04% +3,905 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 283,935 shares; 2025Q1: 129,620 shares; 2025Q2: 168,618 shares; 2025Q3: 198,232 shares; 2025Q4: 193,132 shares 193,132 $6.55M 0.04% -5,100 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: 35,588 shares; 2024Q4: 40,294 shares; 2025Q1: 44,506 shares; 2025Q2: 18,576 shares; 2025Q3: 19,165 shares; 2025Q4: 20,497 shares 20,497 $6.53M 0.04% +1,332 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: 94,422 shares; 2024Q4: 100,660 shares; 2025Q1: 102,975 shares; 2025Q2: 107,948 shares; 2025Q3: 122,164 shares; 2025Q4: 33,213 shares 33,213 $6.48M 0.04% -88,951 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,113 shares; 2024Q4: 50,301 shares; 2025Q1: 48,732 shares; 2025Q2: 53,323 shares; 2025Q3: 60,530 shares; 2025Q4: 66,219 shares 66,219 $6.38M 0.04% +5,689 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: 167,849 shares; 2024Q4: 129,820 shares; 2025Q1: 81,520 shares; 2025Q2: 49,779 shares; 2025Q3: 72,777 shares; 2025Q4: 77,191 shares 77,191 $6.27M 0.04% +4,414 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: 11,206 shares; 2024Q4: 12,688 shares; 2025Q1: 6,970 shares; 2025Q2: 19,589 shares; 2025Q3: 11,740 shares; 2025Q4: 14,979 shares 14,979 $6.18M 0.04% +3,239 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: 51,193 shares; 2024Q4: 47,956 shares; 2025Q1: 43,805 shares; 2025Q2: 43,986 shares; 2025Q3: 69,095 shares; 2025Q4: 70,344 shares 70,344 $6.13M 0.04% +1,249 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: 33,791 shares; 2024Q4: 14,433 shares; 2025Q1: 14,367 shares; 2025Q2: 5,700 shares; 2025Q3: 81,335 shares; 2025Q4: 102,078 shares 102,078 $6.12M 0.04% +20,743 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,012 shares; 2024Q4: 93,617 shares; 2025Q1: 95,060 shares; 2025Q2: 93,783 shares; 2025Q3: 68,487 shares; 2025Q4: 70,747 shares 70,747 $6.09M 0.03% +2,260 Timeline IXP 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: 67,298 shares; 2024Q4: 69,943 shares; 2025Q1: 71,862 shares; 2025Q2: 77,629 shares; 2025Q3: 45,371 shares; 2025Q4: 50,177 shares 50,177 $6.08M 0.03% +4,806 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,345 shares; 2024Q4: 105,389 shares; 2025Q1: 18,191 shares; 2025Q2: 18,909 shares; 2025Q3: 79,589 shares; 2025Q4: 82,395 shares 82,395 $6.07M 0.03% +2,806 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: 18,658 shares; 2024Q4: 21,433 shares; 2025Q1: 22,975 shares; 2025Q2: 24,345 shares; 2025Q3: 22,591 shares; 2025Q4: 24,942 shares 24,942 $6.06M 0.03% +2,351 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: 13,160 shares; 2024Q4: 13,493 shares; 2025Q1: 12,820 shares; 2025Q2: 14,255 shares; 2025Q3: 15,268 shares; 2025Q4: 16,228 shares 16,228 $6M 0.03% +960 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,348 shares; 2025Q2: 1,278 shares; 2025Q3: 998 shares; 2025Q4: 91,914 shares 91,914 $5.98M 0.03% +90,916 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: 10,397 shares; 2024Q4: 12,115 shares; 2025Q1: 14,523 shares; 2025Q2: 16,861 shares; 2025Q3: 20,890 shares; 2025Q4: 23,155 shares 23,155 $5.96M 0.03% +2,265 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: 18,665 shares; 2024Q4: 21,403 shares; 2025Q1: 23,283 shares; 2025Q2: 21,118 shares; 2025Q3: 20,400 shares; 2025Q4: 24,150 shares 24,150 $5.94M 0.03% +3,750 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: 15,778 shares; 2024Q4: 19,596 shares; 2025Q1: 23,835 shares; 2025Q2: 43,865 shares; 2025Q3: 37,221 shares; 2025Q4: 31,605 shares 31,605 $5.94M 0.03% -5,616 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: not reported; 2024Q4: 14,722 shares; 2025Q1: 23,021 shares; 2025Q2: 53,248 shares; 2025Q3: 106,738 shares; 2025Q4: 119,531 shares 119,531 $5.93M 0.03% +12,793 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: 28,507 shares; 2024Q4: 28,671 shares; 2025Q1: 30,017 shares; 2025Q2: 32,296 shares; 2025Q3: 49,068 shares; 2025Q4: 50,126 shares 50,126 $5.88M 0.03% +1,058 Timeline GAEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,087 shares; 2025Q4: 218,261 shares 218,261 $5.81M 0.03% +29,174 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,015 shares; 2024Q4: 149,389 shares; 2025Q1: 168,499 shares; 2025Q2: 233,750 shares; 2025Q3: 224,136 shares; 2025Q4: 402,910 shares 402,910 $5.8M 0.03% +178,774 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: 28,726 shares; 2024Q4: 17,827 shares; 2025Q1: 18,843 shares; 2025Q2: 49,843 shares; 2025Q3: 103,430 shares; 2025Q4: 59,975 shares 59,975 $5.61M 0.03% -43,455 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,442 shares; 2024Q4: 98,953 shares; 2025Q1: 117,082 shares; 2025Q2: 10,427 shares; 2025Q3: 10,906 shares; 2025Q4: 20,273 shares 20,273 $5.58M 0.03% +9,367 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,323 shares; 2024Q4: 61,270 shares; 2025Q1: 53,535 shares; 2025Q2: 54,865 shares; 2025Q3: 55,809 shares; 2025Q4: 57,093 shares 57,093 $5.55M 0.03% +1,284 Timeline SPYC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,592 shares; 2025Q3: 115,819 shares; 2025Q4: 129,251 shares 129,251 $5.52M 0.03% +13,432 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: 107,627 shares; 2024Q4: 76,395 shares; 2025Q1: 72,103 shares; 2025Q2: 92,009 shares; 2025Q3: 118,914 shares; 2025Q4: 139,229 shares 139,229 $5.51M 0.03% +20,315 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: 17,643 shares; 2024Q4: 19,579 shares; 2025Q1: 20,910 shares; 2025Q2: 22,689 shares; 2025Q3: 23,992 shares; 2025Q4: 31,274 shares 31,274 $5.49M 0.03% +7,282 Timeline FNDX 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: 37,653 shares; 2024Q4: 137,082 shares; 2025Q1: 157,373 shares; 2025Q2: 168,377 shares; 2025Q3: 184,504 shares; 2025Q4: 201,466 shares 201,466 $5.48M 0.03% +16,962 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: 47,377 shares; 2024Q4: 53,281 shares; 2025Q1: 52,697 shares; 2025Q2: 25,766 shares; 2025Q3: 32,475 shares; 2025Q4: 93,835 shares 93,835 $5.45M 0.03% +61,360 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: not reported; 2024Q4: 1,105 shares; 2025Q1: 2,864 shares; 2025Q2: 4,645 shares; 2025Q3: 36,142 shares; 2025Q4: 70,127 shares 70,127 $5.4M 0.03% +33,985 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: 17,474 shares; 2024Q4: 18,467 shares; 2025Q1: 44,827 shares; 2025Q2: 49,712 shares; 2025Q3: 49,369 shares; 2025Q4: 53,832 shares 53,832 $5.34M 0.03% +4,463 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: 31,612 shares; 2024Q4: 14,267 shares; 2025Q1: 15,720 shares; 2025Q2: 10,557 shares; 2025Q3: 13,218 shares; 2025Q4: 18,346 shares 18,346 $5.32M 0.03% +5,128 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: 5,711 shares; 2024Q4: 5,489 shares; 2025Q1: 5,760 shares; 2025Q2: 5,544 shares; 2025Q3: 6,031 shares; 2025Q4: 6,381 shares 6,381 $5.23M 0.03% +350 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,460 shares 49,460 $5.21M 0.03% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,008 shares; 2024Q4: 102,471 shares; 2025Q1: 103,076 shares; 2025Q2: 120,948 shares; 2025Q3: 125,732 shares; 2025Q4: 102,031 shares 102,031 $5.19M 0.03% -23,701 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,173 shares; 2024Q4: 90,053 shares; 2025Q1: 68,883 shares; 2025Q2: 51,771 shares; 2025Q3: 65,238 shares; 2025Q4: 79,686 shares 79,686 $5.13M 0.03% +14,448 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: 156,044 shares; 2024Q4: 117,007 shares; 2025Q1: 77,551 shares; 2025Q2: 78,719 shares; 2025Q3: 83,548 shares; 2025Q4: 94,110 shares 94,110 $5.06M 0.03% +10,562 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,745 shares; 2025Q1: 9,586 shares; 2025Q2: 10,098 shares; 2025Q3: 11,730 shares; 2025Q4: 16,131 shares 16,131 $5.04M 0.03% +4,401 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: 77,376 shares; 2024Q4: 83,807 shares; 2025Q1: 95,498 shares; 2025Q2: 74,841 shares; 2025Q3: 100,187 shares; 2025Q4: 107,447 shares 107,447 $5.03M 0.03% +7,260 Timeline CEF 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: 65,022 shares; 2024Q4: 75,693 shares; 2025Q1: 80,618 shares; 2025Q2: 82,356 shares; 2025Q3: 85,127 shares; 2025Q4: 109,730 shares 109,730 $5.03M 0.03% +24,603 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: 9,422 shares; 2024Q4: 7,058 shares; 2025Q1: 7,978 shares; 2025Q2: 11,786 shares; 2025Q3: 11,686 shares; 2025Q4: 19,849 shares 19,849 $5.02M 0.03% +8,163 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,150 shares; 2024Q4: 28,694 shares; 2025Q1: 33,517 shares; 2025Q2: 36,066 shares; 2025Q3: 39,554 shares; 2025Q4: 43,769 shares 43,769 $5.01M 0.03% +4,215 Timeline SPYD 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: 81,815 shares; 2024Q4: 90,721 shares; 2025Q1: 91,446 shares; 2025Q2: 99,045 shares; 2025Q3: 104,748 shares; 2025Q4: 115,384 shares 115,384 $4.99M 0.03% +10,636 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: 8,103 shares; 2024Q4: 5,979 shares; 2025Q1: 5,129 shares; 2025Q2: 7,460 shares; 2025Q3: 8,669 shares; 2025Q4: 7,500 shares 7,500 $4.97M 0.03% -1,169 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 7,035 shares; 2025Q1: 5,905 shares; 2025Q2: 11,597 shares; 2025Q3: 7,071 shares; 2025Q4: 7,314 shares 7,314 $4.95M 0.03% +243 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,391 shares 249,391 $4.95M 0.03% new 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: 198,321 shares; 2024Q4: 204,189 shares; 2025Q1: 191,492 shares; 2025Q2: 205,833 shares; 2025Q3: 190,472 shares; 2025Q4: 191,244 shares 191,244 $4.92M 0.03% +772 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,340 shares; 2025Q1: 12,099 shares; 2025Q2: 14,649 shares; 2025Q3: 28,035 shares; 2025Q4: 42,932 shares 42,932 $4.92M 0.03% +14,897 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: 200,280 shares; 2024Q4: 213,351 shares; 2025Q1: 215,390 shares; 2025Q2: 220,976 shares; 2025Q3: 228,653 shares; 2025Q4: 31,758 shares 31,758 $4.88M 0.03% -196,895 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: 25,632 shares; 2024Q4: 46,388 shares; 2025Q1: 20,171 shares; 2025Q2: 17,232 shares; 2025Q3: 12,571 shares; 2025Q4: 33,809 shares 33,809 $4.87M 0.03% +21,238 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,492 shares 236,492 $4.82M 0.03% new 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: 14,937 shares; 2024Q4: 14,859 shares; 2025Q1: 14,627 shares; 2025Q2: 15,461 shares; 2025Q3: 15,990 shares; 2025Q4: 9,344 shares 9,344 $4.77M 0.03% -6,646 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,427 shares; 2024Q4: 150,437 shares; 2025Q1: 143,337 shares; 2025Q2: 102,899 shares; 2025Q3: 101,820 shares; 2025Q4: 102,887 shares 102,887 $4.74M 0.03% +1,067 Timeline ZSEP 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: 21,603 shares; 2024Q4: 9,510 shares; 2025Q1: 9,505 shares; 2025Q2: 5,365 shares; 2025Q3: 179,535 shares; 2025Q4: 176,722 shares 176,722 $4.73M 0.03% -2,813 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: 46,438 shares; 2024Q4: 50,603 shares; 2025Q1: 53,880 shares; 2025Q2: 59,770 shares; 2025Q3: 49,977 shares; 2025Q4: 59,344 shares 59,344 $4.68M 0.03% +9,367 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,513 shares; 2025Q1: not reported; 2025Q2: 18,773 shares; 2025Q3: 403,511 shares; 2025Q4: 191,479 shares 191,479 $4.68M 0.03% -212,032 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,026 shares; 2024Q4: 13,139 shares; 2025Q1: 13,851 shares; 2025Q2: 15,479 shares; 2025Q3: 9,729 shares; 2025Q4: 11,829 shares 11,829 $4.66M 0.03% +2,100 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: 232,216 shares; 2024Q4: 258,747 shares; 2025Q1: 258,497 shares; 2025Q2: 275,154 shares; 2025Q3: 275,011 shares; 2025Q4: 73,062 shares 73,062 $4.65M 0.03% -201,949 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,218 shares; 2024Q4: 174,282 shares; 2025Q1: 184,575 shares; 2025Q2: 183,474 shares; 2025Q3: 194,914 shares; 2025Q4: 230,033 shares 230,033 $4.65M 0.03% +35,119 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: 46,119 shares; 2024Q4: 53,800 shares; 2025Q1: 51,668 shares; 2025Q2: 65,320 shares; 2025Q3: 80,618 shares; 2025Q4: 85,689 shares 85,689 $4.61M 0.03% +5,071 Timeline TYA 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: 802,557 shares; 2024Q4: 1,017,452 shares; 2025Q1: 1,588,484 shares; 2025Q2: 1,698,863 shares; 2025Q3: 680,858 shares; 2025Q4: 341,032 shares 341,032 $4.6M 0.03% -339,826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,221 shares; 2025Q3: 52,049 shares; 2025Q4: 83,791 shares 83,791 $4.53M 0.03% +31,742 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: 13,111 shares; 2024Q4: 13,947 shares; 2025Q1: 15,364 shares; 2025Q2: 15,775 shares; 2025Q3: 17,249 shares; 2025Q4: 18,779 shares 18,779 $4.53M 0.03% +1,530 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: 84,398 shares; 2024Q4: 89,811 shares; 2025Q1: 90,484 shares; 2025Q2: 45,684 shares; 2025Q3: 49,015 shares; 2025Q4: 53,248 shares 53,248 $4.51M 0.03% +4,233 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 820 shares; 2025Q1: 19,504 shares; 2025Q2: 20,659 shares; 2025Q3: 23,223 shares; 2025Q4: 26,002 shares 26,002 $4.51M 0.03% +2,779 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,651 shares; 2024Q4: 23,567 shares; 2025Q1: 31,037 shares; 2025Q2: 29,249 shares; 2025Q3: 3,439 shares; 2025Q4: 26,717 shares 26,717 $4.49M 0.03% +23,278 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: 42,058 shares; 2024Q4: 70,770 shares; 2025Q1: 57,139 shares; 2025Q2: 70,660 shares; 2025Q3: 106,307 shares; 2025Q4: 95,706 shares 95,706 $4.48M 0.03% -10,601 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: 7,486 shares; 2024Q4: 6,135 shares; 2025Q1: 4,868 shares; 2025Q2: 3,771 shares; 2025Q3: 12,156 shares; 2025Q4: 39,849 shares 39,849 $4.47M 0.03% +27,693 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: 60,530 shares; 2024Q4: 56,338 shares; 2025Q1: 58,818 shares; 2025Q2: 46,075 shares; 2025Q3: 49,142 shares; 2025Q4: 67,714 shares 67,714 $4.47M 0.03% +18,572 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183,541 shares; 2025Q1: 204,473 shares; 2025Q2: 182,785 shares; 2025Q3: 183,167 shares; 2025Q4: 210,485 shares 210,485 $4.47M 0.03% +27,318 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: 23,102 shares; 2024Q4: 70,206 shares; 2025Q1: 37,274 shares; 2025Q2: 42,372 shares; 2025Q3: 55,083 shares; 2025Q4: 53,050 shares 53,050 $4.47M 0.03% -2,033 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 104,873 shares 104,873 $4.46M 0.03% +103,803 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,971 shares; 2025Q4: 219,902 shares 219,902 $4.46M 0.03% +6,931 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,976 shares; 2024Q4: 94,371 shares; 2025Q1: 90,214 shares; 2025Q2: 51,338 shares; 2025Q3: 49,716 shares; 2025Q4: 48,119 shares 48,119 $4.45M 0.03% -1,597 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: 110,723 shares; 2024Q4: 111,239 shares; 2025Q1: 115,949 shares; 2025Q2: 117,028 shares; 2025Q3: 87,444 shares; 2025Q4: 27,294 shares 27,294 $4.4M 0.03% -60,150 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,123 shares; 2025Q3: 2,919 shares; 2025Q4: 25,369 shares 25,369 $4.38M 0.03% +22,450 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,137 shares; 2025Q1: 1,211 shares; 2025Q2: 17,006 shares; 2025Q3: 16,370 shares; 2025Q4: 47,876 shares 47,876 $4.37M 0.03% +31,506 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 11,850 shares; 2025Q1: 11,896 shares; 2025Q2: 13,195 shares; 2025Q3: 16,527 shares; 2025Q4: 20,274 shares 20,274 $4.35M 0.02% +3,747 Timeline SPUC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,367 shares; 2025Q3: 1,237 shares; 2025Q4: 93,106 shares 93,106 $4.34M 0.02% +91,869 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 28,769 shares; 2025Q1: 32,736 shares; 2025Q2: 35,086 shares; 2025Q3: 39,752 shares; 2025Q4: 44,064 shares 44,064 $4.31M 0.02% +4,312 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: not reported; 2024Q4: 6,574 shares; 2025Q1: 13,729 shares; 2025Q2: 30,376 shares; 2025Q3: 38,998 shares; 2025Q4: 56,513 shares 56,513 $4.28M 0.02% +17,515 Timeline SOXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,932 shares 71,932 $4.28M 0.02% new 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: 10,117 shares; 2024Q4: 9,472 shares; 2025Q1: 10,608 shares; 2025Q2: 13,039 shares; 2025Q3: 13,156 shares; 2025Q4: 13,929 shares 13,929 $4.23M 0.02% +773 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,780 shares; 2025Q1: 2,225 shares; 2025Q2: 2,633 shares; 2025Q3: 4,004 shares; 2025Q4: 5,474 shares 5,474 $4.23M 0.02% +1,470 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 316,780 shares; 2025Q3: 146,283 shares; 2025Q4: 145,214 shares 145,214 $4.2M 0.02% -1,069 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 321,195 shares; 2025Q3: 148,515 shares; 2025Q4: 147,352 shares 147,352 $4.19M 0.02% -1,163 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 51,222 shares; 2025Q4: 86,628 shares 86,628 $4.17M 0.02% +35,406 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 20 shares; 2025Q2: 361 shares; 2025Q3: 2,705 shares; 2025Q4: 78,995 shares 78,995 $4.13M 0.02% +76,290 Timeline IGOV 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: 52,458 shares; 2024Q4: 54,860 shares; 2025Q1: 59,259 shares; 2025Q2: 72,974 shares; 2025Q3: 79,993 shares; 2025Q4: 97,607 shares 97,607 $4.07M 0.02% +17,614 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,817 shares; 2025Q1: 12,863 shares; 2025Q2: 27,204 shares; 2025Q3: 35,505 shares; 2025Q4: 53,495 shares 53,495 $4.05M 0.02% +17,990 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: 7,951 shares; 2024Q4: 23,959 shares; 2025Q1: 27,585 shares; 2025Q2: 30,662 shares; 2025Q3: 39,594 shares; 2025Q4: 36,941 shares 36,941 $4.05M 0.02% -2,653 Timeline HARD 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: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 2,342 shares; 2025Q4: 136,103 shares 136,103 $4.03M 0.02% +133,761 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: 27,173 shares; 2024Q4: 15,856 shares; 2025Q1: 11,045 shares; 2025Q2: 12,480 shares; 2025Q3: 13,270 shares; 2025Q4: 15,588 shares 15,588 $4.02M 0.02% +2,318 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,222 shares; 2025Q3: 39,010 shares; 2025Q4: 38,379 shares 38,379 $4.02M 0.02% -631 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: not reported; 2024Q4: not reported; 2025Q1: 64,123 shares; 2025Q2: 67,285 shares; 2025Q3: 69,265 shares; 2025Q4: 35,417 shares 35,417 $4.01M 0.02% -33,848 Timeline EMHY 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: 77,676 shares; 2024Q4: 82,870 shares; 2025Q1: 83,147 shares; 2025Q2: 87,048 shares; 2025Q3: 92,535 shares; 2025Q4: 96,584 shares 96,584 $3.9M 0.02% +4,049 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,875 shares; 2024Q4: 186,036 shares; 2025Q1: 199,380 shares; 2025Q2: 224,930 shares; 2025Q3: 251,979 shares; 2025Q4: 273,375 shares 273,375 $3.89M 0.02% +21,396 Timeline PSTP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 64,246 shares; 2025Q4: 109,901 shares 109,901 $3.88M 0.02% +45,655 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: 18,845 shares; 2024Q4: 52,981 shares; 2025Q1: 51,493 shares; 2025Q2: 57,145 shares; 2025Q3: 63,119 shares; 2025Q4: 66,632 shares 66,632 $3.86M 0.02% +3,513 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: 7,101 shares; 2024Q4: 5,541 shares; 2025Q1: 7,573 shares; 2025Q2: 7,842 shares; 2025Q3: 7,403 shares; 2025Q4: 8,188 shares 8,188 $3.81M 0.02% +785 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,399 shares; 2025Q1: 165,225 shares; 2025Q2: 172,570 shares; 2025Q3: 183,275 shares; 2025Q4: 191,537 shares 191,537 $3.81M 0.02% +8,262 Timeline DFAR 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: 135,475 shares; 2024Q4: 138,466 shares; 2025Q1: 150,987 shares; 2025Q2: 172,471 shares; 2025Q3: 168,292 shares; 2025Q4: 164,072 shares 164,072 $3.76M 0.02% -4,220 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: 36,326 shares; 2024Q4: 33,561 shares; 2025Q1: 27,195 shares; 2025Q2: 10,129 shares; 2025Q3: 13,392 shares; 2025Q4: 16,646 shares 16,646 $3.66M 0.02% +3,254 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: 14,033 shares; 2024Q4: 12,174 shares; 2025Q1: 12,406 shares; 2025Q2: 11,700 shares; 2025Q3: 12,397 shares; 2025Q4: 15,510 shares 15,510 $3.55M 0.02% +3,113 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,850 shares 234,850 $3.52M 0.02% new 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: 2,439 shares; 2024Q4: 2,816 shares; 2025Q1: 2,589 shares; 2025Q2: 3,054 shares; 2025Q3: 2,841 shares; 2025Q4: 3,264 shares 3,264 $3.49M 0.02% +423 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,207 shares; 2024Q4: 31,157 shares; 2025Q1: 30,227 shares; 2025Q2: 32,629 shares; 2025Q3: 33,411 shares; 2025Q4: 38,561 shares 38,561 $3.47M 0.02% +5,150 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: 26,224 shares; 2024Q4: 33,707 shares; 2025Q1: 33,493 shares; 2025Q2: 34,015 shares; 2025Q3: 38,210 shares; 2025Q4: 45,828 shares 45,828 $3.46M 0.02% +7,618 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: 12,681 shares; 2024Q4: 8,296 shares; 2025Q1: 9,347 shares; 2025Q2: 9,259 shares; 2025Q3: 9,796 shares; 2025Q4: 18,001 shares 18,001 $3.45M 0.02% +8,205 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: 12,452 shares; 2024Q4: 10,265 shares; 2025Q1: 10,899 shares; 2025Q2: 14,181 shares; 2025Q3: 15,935 shares; 2025Q4: 15,854 shares 15,854 $3.44M 0.02% -81 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,513 shares; 2025Q1: 4,758 shares; 2025Q2: 6,257 shares; 2025Q3: 6,910 shares; 2025Q4: 7,304 shares 7,304 $3.43M 0.02% +394 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: 97,784 shares; 2024Q4: 60,254 shares; 2025Q1: 52,489 shares; 2025Q2: 23,133 shares; 2025Q3: 28,867 shares; 2025Q4: 28,456 shares 28,456 $3.42M 0.02% -411 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,893 shares; 2024Q4: 54,646 shares; 2025Q1: 52,742 shares; 2025Q2: 39,458 shares; 2025Q3: 37,150 shares; 2025Q4: 35,267 shares 35,267 $3.42M 0.02% -1,883 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 2,826 shares; 2025Q2: 4,090 shares; 2025Q3: 8,325 shares; 2025Q4: 13,719 shares 13,719 $3.4M 0.02% +5,394 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,308 shares; 2025Q4: 131,942 shares 131,942 $3.39M 0.02% -2,366 Timeline LTPZ 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: 224,601 shares; 2024Q4: 228,384 shares; 2025Q1: 40,112 shares; 2025Q2: 69,170 shares; 2025Q3: 66,727 shares; 2025Q4: 65,518 shares 65,518 $3.39M 0.02% -1,209 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 19,582 shares; 2025Q1: 19,318 shares; 2025Q2: 20,718 shares; 2025Q3: 23,655 shares; 2025Q4: 25,906 shares 25,906 $3.38M 0.02% +2,251 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: 2,285 shares; 2024Q4: 8,843 shares; 2025Q1: 19,507 shares; 2025Q2: 21,189 shares; 2025Q3: 22,621 shares; 2025Q4: 24,379 shares 24,379 $3.38M 0.02% +1,758 Timeline FENY 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: 103,345 shares; 2024Q4: 3,457 shares; 2025Q1: 96,215 shares; 2025Q2: 107,820 shares; 2025Q3: 119,553 shares; 2025Q4: 136,184 shares 136,184 $3.37M 0.02% +16,631 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: 10,014 shares; 2024Q4: 9,655 shares; 2025Q1: 6,478 shares; 2025Q2: 6,130 shares; 2025Q3: 6,208 shares; 2025Q4: 6,930 shares 6,930 $3.35M 0.02% +722 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,206 shares; 2024Q4: 14,541 shares; 2025Q1: 13,964 shares; 2025Q2: 12,509 shares; 2025Q3: 13,084 shares; 2025Q4: 12,419 shares 12,419 $3.34M 0.02% -665 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: 116,335 shares; 2024Q4: 60,774 shares; 2025Q1: 48,144 shares; 2025Q2: 33,047 shares; 2025Q3: 32,349 shares; 2025Q4: 48,144 shares 48,144 $3.34M 0.02% +15,795 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: 6,672 shares; 2024Q4: 5,279 shares; 2025Q1: 5,624 shares; 2025Q2: 6,394 shares; 2025Q3: 10,632 shares; 2025Q4: 11,428 shares 11,428 $3.3M 0.02% +796 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: 8,706 shares; 2024Q4: 9,159 shares; 2025Q1: 9,114 shares; 2025Q2: 12,902 shares; 2025Q3: 14,858 shares; 2025Q4: 15,661 shares 15,661 $3.27M 0.02% +803 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: 15,859 shares; 2024Q4: 16,010 shares; 2025Q1: 15,500 shares; 2025Q2: 20,928 shares; 2025Q3: 21,698 shares; 2025Q4: 21,936 shares 21,936 $3.26M 0.02% +238 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,522 shares; 2025Q1: 36,816 shares; 2025Q2: 36,255 shares; 2025Q3: 52,411 shares; 2025Q4: 85,612 shares 85,612 $3.24M 0.02% +33,201 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,164 shares; 2024Q4: 108,079 shares; 2025Q1: 110,552 shares; 2025Q2: 110,345 shares; 2025Q3: 118,989 shares; 2025Q4: 118,200 shares 118,200 $3.23M 0.02% -789 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: 52,145 shares; 2024Q4: 75,304 shares; 2025Q1: 104,765 shares; 2025Q2: 49,962 shares; 2025Q3: 40,671 shares; 2025Q4: 38,980 shares 38,980 $3.22M 0.02% -1,691 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 7,965 shares; 2025Q1: 11,077 shares; 2025Q2: 12,202 shares; 2025Q3: 2,904 shares; 2025Q4: 21,107 shares 21,107 $3.21M 0.02% +18,203 Timeline FTGS 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: 154,294 shares; 2024Q4: 194,531 shares; 2025Q1: 174,665 shares; 2025Q2: 117,753 shares; 2025Q3: 89,249 shares; 2025Q4: 90,091 shares 90,091 $3.18M 0.02% +842 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,841 shares; 2024Q4: 94,147 shares; 2025Q1: 89,688 shares; 2025Q2: 105,081 shares; 2025Q3: 119,733 shares; 2025Q4: 130,730 shares 130,730 $3.17M 0.02% +10,997 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,549 shares; 2024Q4: 18,263 shares; 2025Q1: 17,827 shares; 2025Q2: 18,096 shares; 2025Q3: 14,549 shares; 2025Q4: 13,755 shares 13,755 $3.17M 0.02% -794 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: 24,200 shares; 2024Q4: 25,762 shares; 2025Q1: 64,558 shares; 2025Q2: 55,657 shares; 2025Q3: 58,287 shares; 2025Q4: 19,711 shares 19,711 $3.16M 0.02% -38,576 Timeline PFEB 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: 107,548 shares; 2024Q4: 93,300 shares; 2025Q1: 456,458 shares; 2025Q2: 114,685 shares; 2025Q3: 90,155 shares; 2025Q4: 77,478 shares 77,478 $3.15M 0.02% -12,677 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 15,836 shares; 2025Q1: 16,254 shares; 2025Q2: 17,139 shares; 2025Q3: 17,931 shares; 2025Q4: 19,527 shares 19,527 $3.14M 0.02% +1,596 Timeline QLTA 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: 35,107 shares; 2024Q4: 35,179 shares; 2025Q1: 44,670 shares; 2025Q2: 47,807 shares; 2025Q3: 60,796 shares; 2025Q4: 65,194 shares 65,194 $3.14M 0.02% +4,398 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,044 shares; 2024Q4: 82,100 shares; 2025Q1: 85,126 shares; 2025Q2: 87,427 shares; 2025Q3: 92,148 shares; 2025Q4: 94,055 shares 94,055 $3.13M 0.02% +1,907 Timeline RSMV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,000 shares; 2025Q4: 114,176 shares 114,176 $3.13M 0.02% -10,824 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: 9,118 shares; 2024Q4: 9,174 shares; 2025Q1: 10,122 shares; 2025Q2: 10,843 shares; 2025Q3: 11,328 shares; 2025Q4: 14,837 shares 14,837 $3.12M 0.02% +3,509 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: 4,513 shares; 2024Q4: 4,156 shares; 2025Q1: 3,804 shares; 2025Q2: 3,795 shares; 2025Q3: 3,815 shares; 2025Q4: 20,304 shares 20,304 $3.11M 0.02% +16,489 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,161 shares; 2025Q3: 66,461 shares; 2025Q4: 113,019 shares 113,019 $3.11M 0.02% +46,558 Timeline SNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211,130 shares; 2024Q4: 256,377 shares; 2025Q1: 142,538 shares; 2025Q2: 113,804 shares; 2025Q3: 103,429 shares; 2025Q4: 88,723 shares 88,723 $3.1M 0.02% -14,706 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,246 shares; 2024Q4: 24,690 shares; 2025Q1: 23,664 shares; 2025Q2: 22,591 shares; 2025Q3: 22,369 shares; 2025Q4: 22,283 shares 22,283 $3.05M 0.02% -86 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: not reported; 2024Q4: 11,327 shares; 2025Q1: 14,380 shares; 2025Q2: 35,745 shares; 2025Q3: 48,018 shares; 2025Q4: 37,042 shares 37,042 $3.05M 0.02% -10,976 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: 55,563 shares; 2024Q4: 59,989 shares; 2025Q1: 60,945 shares; 2025Q2: 63,647 shares; 2025Q3: 68,981 shares; 2025Q4: 5,257 shares 5,257 $3.05M 0.02% -63,724 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: 24,348 shares; 2024Q4: 25,110 shares; 2025Q1: 25,742 shares; 2025Q2: 25,890 shares; 2025Q3: 31,193 shares; 2025Q4: 38,662 shares 38,662 $3.01M 0.02% +7,469 Timeline SDIV 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: not reported; 2024Q4: 10,689 shares; 2025Q1: 11,796 shares; 2025Q2: 14,518 shares; 2025Q3: 20,236 shares; 2025Q4: 124,899 shares 124,899 $3M 0.02% +104,663 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: 7,435 shares; 2024Q4: 7,713 shares; 2025Q1: 8,472 shares; 2025Q2: 9,123 shares; 2025Q3: 8,784 shares; 2025Q4: 9,186 shares 9,186 $2.98M 0.02% +402 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,418 shares; 2024Q4: 62,251 shares; 2025Q1: 57,991 shares; 2025Q2: 44,616 shares; 2025Q3: 41,028 shares; 2025Q4: 37,368 shares 37,368 $2.97M 0.02% -3,660 Timeline PZA 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: 12,844 shares; 2024Q4: 13,783 shares; 2025Q1: 16,410 shares; 2025Q2: 20,551 shares; 2025Q3: 72,448 shares; 2025Q4: 127,728 shares 127,728 $2.96M 0.02% +55,280 Timeline