ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993,284 shares; 2024Q4: 12,851,467 shares; 2025Q1: 12,813,316 shares; 2025Q2: 14,030,460 shares; 2025Q3: 13,795,139 shares; 2025Q4: 15,251,275 shares 15,251,275 $666M 5.66% +1,456,136 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,807,339 shares; 2024Q4: 11,448,430 shares; 2025Q1: 11,806,997 shares; 2025Q2: 13,229,192 shares; 2025Q3: 13,444,334 shares; 2025Q4: 15,627,811 shares 15,627,811 $445M 3.78% +2,183,477 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: 6,694 shares; 2024Q4: 94,771 shares; 2025Q1: 96,366 shares; 2025Q2: 100,666 shares; 2025Q3: 98,470 shares; 2025Q4: 5,152,926 shares 5,152,926 $389M 3.3% +5,054,456 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: 1,215,715 shares; 2024Q4: 1,412,777 shares; 2025Q1: 1,633,731 shares; 2025Q2: 1,701,365 shares; 2025Q3: 1,744,537 shares; 2025Q4: 1,775,434 shares 1,775,434 $331M 2.81% +30,897 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747,364 shares; 2024Q4: 997,698 shares; 2025Q1: 1,062,928 shares; 2025Q2: 1,109,968 shares; 2025Q3: 1,130,520 shares; 2025Q4: 1,173,172 shares 1,173,172 $319M 2.71% +42,652 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: 372,241 shares; 2024Q4: 479,391 shares; 2025Q1: 513,628 shares; 2025Q2: 540,290 shares; 2025Q3: 546,457 shares; 2025Q4: 561,464 shares 561,464 $272M 2.31% +15,007 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322,788 shares; 2024Q4: 4,510,847 shares; 2025Q1: 4,866,963 shares; 2025Q2: 5,248,401 shares; 2025Q3: 5,141,508 shares; 2025Q4: 5,772,879 shares 5,772,879 $214M 1.82% +631,371 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425,254 shares; 2024Q4: 4,620,491 shares; 2025Q1: 5,198,649 shares; 2025Q2: 7,526,250 shares; 2025Q3: 8,144,763 shares; 2025Q4: 8,589,639 shares 8,589,639 $179M 1.52% +444,876 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438,652 shares; 2024Q4: 6,749,178 shares; 2025Q1: 7,593,491 shares; 2025Q2: 9,159,336 shares; 2025Q3: 9,912,068 shares; 2025Q4: 10,453,481 shares 10,453,481 $175M 1.48% +541,413 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818,691 shares; 2024Q4: 5,329,284 shares; 2025Q1: 5,968,887 shares; 2025Q2: 6,366,571 shares; 2025Q3: 5,815,398 shares; 2025Q4: 7,120,889 shares 7,120,889 $173M 1.47% +1,305,491 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: 463,255 shares; 2024Q4: 591,497 shares; 2025Q1: 645,609 shares; 2025Q2: 694,678 shares; 2025Q3: 708,556 shares; 2025Q4: 742,852 shares 742,852 $171M 1.46% +34,296 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: 369,400 shares; 2024Q4: 455,286 shares; 2025Q1: 487,894 shares; 2025Q2: 523,307 shares; 2025Q3: 518,636 shares; 2025Q4: 510,817 shares 510,817 $160M 1.36% -7,819 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121,618 shares; 2024Q4: 3,559,880 shares; 2025Q1: 4,004,435 shares; 2025Q2: 4,261,556 shares; 2025Q3: 4,612,394 shares; 2025Q4: 6,229,049 shares 6,229,049 $159M 1.35% +1,616,655 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175,997 shares; 2024Q4: 4,201,680 shares; 2025Q1: 4,726,525 shares; 2025Q2: 5,030,084 shares; 2025Q3: 5,444,286 shares; 2025Q4: 6,659,628 shares 6,659,628 $156M 1.32% +1,215,342 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548,460 shares; 2024Q4: 5,312,844 shares; 2025Q1: 5,976,439 shares; 2025Q2: 6,360,248 shares; 2025Q3: 6,883,950 shares; 2025Q4: 7,260,585 shares 7,260,585 $154M 1.3% +376,635 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350,928 shares; 2024Q4: 6,625,611 shares; 2025Q1: 7,453,803 shares; 2025Q2: 7,931,126 shares; 2025Q3: 8,582,313 shares; 2025Q4: 9,060,043 shares 9,060,043 $153M 1.3% +477,730 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: 1,308,892 shares; 2024Q4: 1,803,086 shares; 2025Q1: 1,992,046 shares; 2025Q2: 2,065,183 shares; 2025Q3: 2,166,807 shares; 2025Q4: 2,447,979 shares 2,447,979 $153M 1.3% +281,172 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,833,987 shares; 2025Q2: 6,025,655 shares; 2025Q3: 6,521,763 shares; 2025Q4: 6,878,553 shares 6,878,553 $148M 1.25% +356,790 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042,727 shares; 2024Q4: 2,661,634 shares; 2025Q1: 2,590,020 shares; 2025Q2: 2,673,240 shares; 2025Q3: 2,432,924 shares; 2025Q4: 2,788,842 shares 2,788,842 $143M 1.22% +355,918 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603,389 shares; 2024Q4: 4,341,723 shares; 2025Q1: 4,883,958 shares; 2025Q2: 5,197,575 shares; 2025Q3: 5,625,501 shares; 2025Q4: 5,933,256 shares 5,933,256 $131M 1.11% +307,755 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: 1,277,190 shares; 2024Q4: 1,595,653 shares; 2025Q1: 1,385,281 shares; 2025Q2: 1,338,746 shares; 2025Q3: 1,265,622 shares; 2025Q4: 1,620,149 shares 1,620,149 $130M 1.1% +354,527 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114,866 shares; 2024Q4: 3,145,169 shares; 2025Q1: 3,198,739 shares; 2025Q2: 2,858,550 shares; 2025Q3: 2,560,880 shares; 2025Q4: 3,047,455 shares 3,047,455 $115M 0.98% +486,575 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: 367,797 shares; 2024Q4: 455,912 shares; 2025Q1: 437,922 shares; 2025Q2: 471,910 shares; 2025Q3: 452,873 shares; 2025Q4: 565,821 shares 565,821 $108M 0.92% +112,948 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: 341,287 shares; 2024Q4: 330,054 shares; 2025Q1: 312,816 shares; 2025Q2: 306,028 shares; 2025Q3: 308,806 shares; 2025Q4: 311,609 shares 311,609 $108M 0.92% +2,803 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: 58,375 shares; 2024Q4: 65,796 shares; 2025Q1: 67,696 shares; 2025Q2: 173,323 shares; 2025Q3: 73,836 shares; 2025Q4: 174,698 shares 174,698 $107M 0.91% +100,862 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: 236,760 shares; 2024Q4: 301,558 shares; 2025Q1: 302,096 shares; 2025Q2: 314,340 shares; 2025Q3: 306,067 shares; 2025Q4: 312,903 shares 312,903 $101M 0.86% +6,836 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600,185 shares; 2024Q4: 5,723,802 shares; 2025Q1: 6,569,671 shares; 2025Q2: 6,038,041 shares; 2025Q3: 4,037,920 shares; 2025Q4: 4,343,634 shares 4,343,634 $96.4M 0.82% +305,714 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: 97,857 shares; 2024Q4: 118,214 shares; 2025Q1: 131,735 shares; 2025Q2: 138,204 shares; 2025Q3: 138,114 shares; 2025Q4: 140,181 shares 140,181 $92.5M 0.79% +2,067 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: 42,509 shares; 2024Q4: 95,789 shares; 2025Q1: 107,535 shares; 2025Q2: 121,176 shares; 2025Q3: 128,797 shares; 2025Q4: 143,165 shares 143,165 $89.8M 0.76% +14,368 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: 126,686 shares; 2024Q4: 158,841 shares; 2025Q1: 172,391 shares; 2025Q2: 185,107 shares; 2025Q3: 182,096 shares; 2025Q4: 191,865 shares 191,865 $86.3M 0.73% +9,769 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: 152,473 shares; 2024Q4: 182,658 shares; 2025Q1: 200,316 shares; 2025Q2: 220,615 shares; 2025Q3: 226,458 shares; 2025Q4: 238,520 shares 238,520 $83.7M 0.71% +12,062 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: 109,161 shares; 2024Q4: 189,485 shares; 2025Q1: 218,488 shares; 2025Q2: 233,513 shares; 2025Q3: 233,775 shares; 2025Q4: 236,544 shares 236,544 $74M 0.63% +2,769 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: 462,181 shares; 2024Q4: 556,132 shares; 2025Q1: 612,569 shares; 2025Q2: 647,024 shares; 2025Q3: 630,477 shares; 2025Q4: 657,666 shares 657,666 $73.3M 0.62% +27,189 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: 798,144 shares; 2024Q4: 2,395,256 shares; 2025Q1: 2,456,151 shares; 2025Q2: 2,553,030 shares; 2025Q3: 2,570,721 shares; 2025Q4: 2,676,224 shares 2,676,224 $72M 0.61% +105,503 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: 774,532 shares; 2024Q4: 875,315 shares; 2025Q1: 1,022,121 shares; 2025Q2: 1,174,659 shares; 2025Q3: 1,192,101 shares; 2025Q4: 1,324,531 shares 1,324,531 $71.2M 0.61% +132,430 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162,775 shares; 2024Q4: 2,715,053 shares; 2025Q1: 3,049,470 shares; 2025Q2: 3,228,386 shares; 2025Q3: 3,487,529 shares; 2025Q4: 3,667,652 shares 3,667,652 $69.1M 0.59% +180,123 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: 86,574 shares; 2024Q4: 115,687 shares; 2025Q1: 82,764 shares; 2025Q2: 85,931 shares; 2025Q3: 135,865 shares; 2025Q4: 136,666 shares 136,666 $68.7M 0.58% +801 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: 365,354 shares; 2024Q4: 532,914 shares; 2025Q1: 160,693 shares; 2025Q2: 523,630 shares; 2025Q3: 533,326 shares; 2025Q4: 518,603 shares 518,603 $62.4M 0.53% -14,723 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: 74,185 shares; 2024Q4: 83,738 shares; 2025Q1: 82,467 shares; 2025Q2: 83,970 shares; 2025Q3: 77,565 shares; 2025Q4: 89,947 shares 89,947 $61.3M 0.52% +12,382 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: 35,477 shares; 2024Q4: 44,180 shares; 2025Q1: 48,867 shares; 2025Q2: 53,440 shares; 2025Q3: 54,794 shares; 2025Q4: 56,671 shares 56,671 $60.9M 0.52% +1,877 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119,047 shares; 2024Q4: 1,162,524 shares; 2025Q1: 1,239,715 shares; 2025Q2: 1,200,583 shares; 2025Q3: 1,314,763 shares; 2025Q4: 1,372,295 shares 1,372,295 $59.9M 0.51% +57,532 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,118 shares; 2024Q4: 1,990,981 shares; 2025Q1: 2,047,607 shares; 2025Q2: 2,133,520 shares; 2025Q3: 2,141,423 shares; 2025Q4: 2,182,505 shares 2,182,505 $57.2M 0.49% +41,082 Timeline FBND 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: 871,158 shares; 2024Q4: 1,043,318 shares; 2025Q1: 1,097,269 shares; 2025Q2: 1,128,200 shares; 2025Q3: 1,184,713 shares; 2025Q4: 1,216,624 shares 1,216,624 $56M 0.48% +31,911 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300,923 shares; 2024Q4: 1,596,265 shares; 2025Q1: 1,642,939 shares; 2025Q2: 1,712,987 shares; 2025Q3: 1,584,027 shares; 2025Q4: 1,599,145 shares 1,599,145 $54.8M 0.47% +15,118 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 837,537 shares; 2025Q2: 1,757,164 shares; 2025Q3: 1,786,448 shares; 2025Q4: 1,993,040 shares 1,993,040 $53.4M 0.45% +206,592 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: 80,565 shares; 2024Q4: 96,109 shares; 2025Q1: 108,134 shares; 2025Q2: 94,915 shares; 2025Q3: 90,431 shares; 2025Q4: 92,625 shares 92,625 $53.1M 0.45% +2,194 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: 38,370 shares; 2025Q1: 49,639 shares; 2025Q2: 39,488 shares; 2025Q3: 301,531 shares; 2025Q4: 304,674 shares 304,674 $52.2M 0.44% +3,143 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,019 shares; 2024Q4: 456,306 shares; 2025Q1: 488,166 shares; 2025Q2: 540,589 shares; 2025Q3: 563,283 shares; 2025Q4: 588,483 shares 588,483 $50.1M 0.43% +25,200 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,353 shares; 2024Q4: 611,236 shares; 2025Q1: 580,574 shares; 2025Q2: 815,929 shares; 2025Q3: 958,189 shares; 2025Q4: 1,084,875 shares 1,084,875 $46M 0.39% +126,686 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,362,704 shares; 2025Q3: 1,163,346 shares; 2025Q4: 1,702,804 shares 1,702,804 $45.5M 0.39% +539,458 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: 150,311 shares; 2024Q4: 190,347 shares; 2025Q1: 220,964 shares; 2025Q2: 234,951 shares; 2025Q3: 248,397 shares; 2025Q4: 254,311 shares 254,311 $45.1M 0.38% +5,914 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,133 shares; 2024Q4: 181,723 shares; 2025Q1: 199,103 shares; 2025Q2: 214,883 shares; 2025Q3: 227,014 shares; 2025Q4: 197,961 shares 197,961 $45.1M 0.38% -29,053 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: 488,628 shares; 2024Q4: 503,604 shares; 2025Q1: 518,933 shares; 2025Q2: 542,059 shares; 2025Q3: 611,322 shares; 2025Q4: 647,858 shares 647,858 $45M 0.38% +36,536 Timeline BBIN 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: 217,435 shares; 2024Q4: 251,747 shares; 2025Q1: 308,864 shares; 2025Q2: 391,319 shares; 2025Q3: 541,897 shares; 2025Q4: 594,360 shares 594,360 $43M 0.37% +52,463 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: 179,970 shares; 2024Q4: 214,651 shares; 2025Q1: 241,826 shares; 2025Q2: 266,602 shares; 2025Q3: 297,752 shares; 2025Q4: 287,770 shares 287,770 $41.2M 0.35% -9,982 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: 146,563 shares; 2024Q4: 169,259 shares; 2025Q1: 156,506 shares; 2025Q2: 162,484 shares; 2025Q3: 164,394 shares; 2025Q4: 199,225 shares 199,225 $41.2M 0.35% +34,831 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,751 shares; 2024Q4: 337,608 shares; 2025Q1: 352,199 shares; 2025Q2: 371,030 shares; 2025Q3: 358,711 shares; 2025Q4: 371,648 shares 371,648 $39.7M 0.34% +12,937 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: 412,277 shares; 2024Q4: 428,620 shares; 2025Q1: 432,597 shares; 2025Q2: 440,107 shares; 2025Q3: not reported; 2025Q4: 461,177 shares 461,177 $39M 0.33% new Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,970 shares; 2025Q3: 1,535,246 shares; 2025Q4: 1,890,415 shares 1,890,415 $38M 0.32% +355,169 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: 616,185 shares; 2024Q4: 2,217,267 shares; 2025Q1: 2,346,090 shares; 2025Q2: 2,345,429 shares; 2025Q3: 1,380,271 shares; 2025Q4: 1,356,938 shares 1,356,938 $37.2M 0.32% -23,333 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738,078 shares 1,738,078 $36.5M 0.31% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,637 shares; 2024Q4: 385,557 shares; 2025Q1: 411,946 shares; 2025Q2: 431,091 shares; 2025Q3: 444,871 shares; 2025Q4: 456,427 shares 456,427 $36.4M 0.31% +11,556 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,640 shares; 2025Q1: 28,445 shares; 2025Q2: 30,541 shares; 2025Q3: 32,051 shares; 2025Q4: 33,139 shares 33,139 $35.5M 0.3% +1,088 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: 569,443 shares; 2024Q4: 607,611 shares; 2025Q1: 679,267 shares; 2025Q2: 732,670 shares; 2025Q3: 645,427 shares; 2025Q4: 788,646 shares 788,646 $35M 0.3% +143,219 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: 93,213 shares; 2024Q4: 106,305 shares; 2025Q1: 119,310 shares; 2025Q2: 32,739 shares; 2025Q3: 137,609 shares; 2025Q4: 143,084 shares 143,084 $34.5M 0.29% +5,475 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 2,036 shares; 2025Q1: 2,956 shares; 2025Q2: 2,268 shares; 2025Q3: 2,093 shares; 2025Q4: 204,362 shares 204,362 $34.5M 0.29% +202,269 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: 30,150 shares; 2024Q4: 43,517 shares; 2025Q1: 47,608 shares; 2025Q2: 53,379 shares; 2025Q3: 58,028 shares; 2025Q4: 60,844 shares 60,844 $34.5M 0.29% +2,816 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 313,168 shares; 2025Q1: 343,723 shares; 2025Q2: 658,174 shares; 2025Q3: 668,218 shares; 2025Q4: 670,142 shares 670,142 $34.4M 0.29% +1,924 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: 267,369 shares; 2024Q4: 309,304 shares; 2025Q1: 333,193 shares; 2025Q2: 373,438 shares; 2025Q3: 381,350 shares; 2025Q4: 391,245 shares 391,245 $34.1M 0.29% +9,895 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,714 shares; 2024Q4: 161,067 shares; 2025Q1: 108,235 shares; 2025Q2: 222,425 shares; 2025Q3: 218,207 shares; 2025Q4: 226,457 shares 226,457 $34M 0.29% +8,250 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,298 shares; 2024Q4: 375,048 shares; 2025Q1: 410,337 shares; 2025Q2: 428,321 shares; 2025Q3: 702,733 shares; 2025Q4: 743,158 shares 743,158 $33.8M 0.29% +40,425 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: 37,765 shares; 2024Q4: 42,980 shares; 2025Q1: 8,671 shares; 2025Q2: 11,702 shares; 2025Q3: 56,187 shares; 2025Q4: 57,944 shares 57,944 $33.6M 0.29% +1,757 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: 33,850 shares; 2024Q4: 38,596 shares; 2025Q1: 36,855 shares; 2025Q2: 43,784 shares; 2025Q3: 53,771 shares; 2025Q4: 219,056 shares 219,056 $33.6M 0.29% +165,285 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519,337 shares; 2024Q4: 1,858,338 shares; 2025Q1: 305,272 shares; 2025Q2: 319,168 shares; 2025Q3: 311,187 shares; 2025Q4: 1,302,870 shares 1,302,870 $32.8M 0.28% +991,683 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: 26,998 shares; 2024Q4: 32,589 shares; 2025Q1: 35,379 shares; 2025Q2: 38,056 shares; 2025Q3: 40,298 shares; 2025Q4: 340,986 shares 340,986 $32M 0.27% +300,688 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: 19,705 shares; 2024Q4: 43,080 shares; 2025Q1: 43,737 shares; 2025Q2: 47,505 shares; 2025Q3: 45,999 shares; 2025Q4: 46,274 shares 46,274 $31.7M 0.27% +275 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: 5,993 shares; 2024Q4: 22,168 shares; 2025Q1: 31,915 shares; 2025Q2: 36,420 shares; 2025Q3: 156,174 shares; 2025Q4: 151,110 shares 151,110 $31.5M 0.27% -5,064 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: 83,343 shares; 2024Q4: 113,315 shares; 2025Q1: 123,274 shares; 2025Q2: 136,445 shares; 2025Q3: 135,147 shares; 2025Q4: 137,505 shares 137,505 $31.4M 0.27% +2,358 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: 137,635 shares; 2024Q4: 67,473 shares; 2025Q1: 213,677 shares; 2025Q2: 211,845 shares; 2025Q3: 220,944 shares; 2025Q4: 218,391 shares 218,391 $31.3M 0.27% -2,553 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: 761,399 shares; 2024Q4: 782,425 shares; 2025Q1: 789,001 shares; 2025Q2: 776,956 shares; 2025Q3: 787,708 shares; 2025Q4: 784,645 shares 784,645 $29.9M 0.25% -3,063 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: 115,259 shares; 2024Q4: 165,602 shares; 2025Q1: 155,419 shares; 2025Q2: 150,184 shares; 2025Q3: 149,530 shares; 2025Q4: 149,836 shares 149,836 $29.8M 0.25% +306 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: 21,012 shares; 2024Q4: 69,647 shares; 2025Q1: 81,093 shares; 2025Q2: 150,410 shares; 2025Q3: 147,583 shares; 2025Q4: 152,204 shares 152,204 $29.7M 0.25% +4,621 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,504 shares; 2024Q4: 77,479 shares; 2025Q1: 87,420 shares; 2025Q2: 82,355 shares; 2025Q3: 101,094 shares; 2025Q4: 93,685 shares 93,685 $29.1M 0.25% -7,409 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,748 shares; 2024Q4: 92,715 shares; 2025Q1: 100,987 shares; 2025Q2: 107,488 shares; 2025Q3: 112,736 shares; 2025Q4: 82,692 shares 82,692 $29.1M 0.25% -30,044 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: 19,986 shares; 2024Q4: 22,169 shares; 2025Q1: 22,112 shares; 2025Q2: 22,130 shares; 2025Q3: 24,531 shares; 2025Q4: 117,814 shares 117,814 $29M 0.25% +93,283 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,562 shares; 2025Q1: 43,022 shares; 2025Q2: 45,214 shares; 2025Q3: 48,098 shares; 2025Q4: 49,157 shares 49,157 $28M 0.24% +1,059 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,196 shares; 2024Q4: 96,086 shares; 2025Q1: 102,919 shares; 2025Q2: 111,464 shares; 2025Q3: 114,375 shares; 2025Q4: 124,953 shares 124,953 $27.9M 0.24% +10,578 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: 10,560 shares; 2024Q4: 101,143 shares; 2025Q1: 103,165 shares; 2025Q2: 103,636 shares; 2025Q3: 198,780 shares; 2025Q4: 186,957 shares 186,957 $27.8M 0.24% -11,823 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: 3,628 shares; 2024Q4: 4,999 shares; 2025Q1: 45,687 shares; 2025Q2: 51,706 shares; 2025Q3: 56,394 shares; 2025Q4: 58,831 shares 58,831 $27.6M 0.23% +2,437 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: 69,250 shares; 2024Q4: 82,553 shares; 2025Q1: 91,309 shares; 2025Q2: 95,412 shares; 2025Q3: 99,044 shares; 2025Q4: 101,541 shares 101,541 $27.5M 0.23% +2,497 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: 65,523 shares; 2024Q4: 80,365 shares; 2025Q1: 88,658 shares; 2025Q2: 92,218 shares; 2025Q3: 95,456 shares; 2025Q4: 89,970 shares 89,970 $27.5M 0.23% -5,486 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: 51,817 shares; 2024Q4: 59,118 shares; 2025Q1: 68,228 shares; 2025Q2: 58,784 shares; 2025Q3: 63,547 shares; 2025Q4: 64,350 shares 64,350 $27.4M 0.23% +803 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,993 shares; 2024Q4: 448,534 shares; 2025Q1: 470,189 shares; 2025Q2: 509,890 shares; 2025Q3: 568,093 shares; 2025Q4: 575,252 shares 575,252 $27.2M 0.23% +7,159 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 80,905 shares; 2025Q1: 41,171 shares; 2025Q2: 179,103 shares; 2025Q3: 197,517 shares; 2025Q4: 207,657 shares 207,657 $27.2M 0.23% +10,140 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: 454,192 shares; 2024Q4: 502,733 shares; 2025Q1: 523,367 shares; 2025Q2: 513,453 shares; 2025Q3: 467,845 shares; 2025Q4: 466,040 shares 466,040 $26.7M 0.23% -1,805 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: 22,963 shares; 2024Q4: 26,562 shares; 2025Q1: 30,606 shares; 2025Q2: 33,897 shares; 2025Q3: 30,143 shares; 2025Q4: 30,914 shares 30,914 $26.7M 0.23% +771 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: 13,392 shares; 2024Q4: 47,736 shares; 2025Q1: 49,594 shares; 2025Q2: 139,529 shares; 2025Q3: 139,250 shares; 2025Q4: 147,248 shares 147,248 $26.2M 0.22% +7,998 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: 56,640 shares; 2024Q4: 57,883 shares; 2025Q1: 55,429 shares; 2025Q2: 53,998 shares; 2025Q3: 55,289 shares; 2025Q4: 55,163 shares 55,163 $26.1M 0.22% -126 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,658 shares; 2024Q4: 40,938 shares; 2025Q1: 48,699 shares; 2025Q2: 53,940 shares; 2025Q3: 55,398 shares; 2025Q4: 60,643 shares 60,643 $25.6M 0.22% +5,245 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: 106,531 shares; 2024Q4: 132,768 shares; 2025Q1: 158,998 shares; 2025Q2: 193,009 shares; 2025Q3: 206,891 shares; 2025Q4: 216,439 shares 216,439 $25.4M 0.22% +9,548 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: 161,538 shares; 2024Q4: 189,599 shares; 2025Q1: 210,577 shares; 2025Q2: 216,798 shares; 2025Q3: 225,031 shares; 2025Q4: 217,037 shares 217,037 $25.3M 0.22% -7,994 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: 127,519 shares; 2024Q4: 146,798 shares; 2025Q1: 163,300 shares; 2025Q2: 175,392 shares; 2025Q3: 180,513 shares; 2025Q4: 162,442 shares 162,442 $25M 0.21% -18,071 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: 27,276 shares; 2024Q4: 30,533 shares; 2025Q1: 33,247 shares; 2025Q2: 35,193 shares; 2025Q3: 36,787 shares; 2025Q4: 37,581 shares 37,581 $24.9M 0.21% +794 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: 11,707 shares; 2024Q4: 14,158 shares; 2025Q1: 61,317 shares; 2025Q2: 73,777 shares; 2025Q3: 75,577 shares; 2025Q4: 79,723 shares 79,723 $24.6M 0.21% +4,146 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,368 shares; 2024Q4: 40,695 shares; 2025Q1: 45,046 shares; 2025Q2: 50,256 shares; 2025Q3: 56,624 shares; 2025Q4: 57,381 shares 57,381 $24.6M 0.21% +757 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: 60,629 shares; 2024Q4: 141,043 shares; 2025Q1: 165,887 shares; 2025Q2: 160,809 shares; 2025Q3: 146,767 shares; 2025Q4: 306,177 shares 306,177 $23.6M 0.2% +159,410 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: 62,292 shares; 2024Q4: 77,467 shares; 2025Q1: 84,233 shares; 2025Q2: 73,739 shares; 2025Q3: 69,498 shares; 2025Q4: 70,205 shares 70,205 $23.2M 0.2% +707 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 4,085 shares; 2025Q1: 3,094 shares; 2025Q2: 1,742 shares; 2025Q3: 2,031 shares; 2025Q4: 188,973 shares 188,973 $22.6M 0.19% +186,942 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: 33,478 shares; 2024Q4: 27,077 shares; 2025Q1: 27,204 shares; 2025Q2: 27,510 shares; 2025Q3: 21,045 shares; 2025Q4: 33,471 shares 33,471 $22.6M 0.19% +12,426 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: 145,914 shares; 2024Q4: 91,379 shares; 2025Q1: 84,329 shares; 2025Q2: 252,675 shares; 2025Q3: 253,746 shares; 2025Q4: 207,526 shares 207,526 $21.8M 0.19% -46,220 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: 15,006 shares; 2024Q4: 30,149 shares; 2025Q1: 71,632 shares; 2025Q2: 74,021 shares; 2025Q3: 71,370 shares; 2025Q4: 73,413 shares 73,413 $21.7M 0.18% +2,043 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: 32,052 shares; 2024Q4: 101,513 shares; 2025Q1: 101,950 shares; 2025Q2: 112,453 shares; 2025Q3: 98,481 shares; 2025Q4: 100,822 shares 100,822 $21.6M 0.18% +2,341 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: 129,531 shares; 2024Q4: 172,761 shares; 2025Q1: 161,529 shares; 2025Q2: 169,056 shares; 2025Q3: 166,469 shares; 2025Q4: 170,441 shares 170,441 $21.4M 0.18% +3,972 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: 489,887 shares; 2024Q4: 552,342 shares; 2025Q1: 48,825 shares; 2025Q2: 649,353 shares; 2025Q3: 573,082 shares; 2025Q4: 588,626 shares 588,626 $21.3M 0.18% +15,544 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: 19,375 shares; 2024Q4: 43,253 shares; 2025Q1: 40,564 shares; 2025Q2: 96,054 shares; 2025Q3: 111,370 shares; 2025Q4: 115,688 shares 115,688 $21.2M 0.18% +4,318 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: 26,535 shares; 2024Q4: 33,477 shares; 2025Q1: 38,983 shares; 2025Q2: 41,798 shares; 2025Q3: 44,533 shares; 2025Q4: 45,547 shares 45,547 $21.2M 0.18% +1,014 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: 80,013 shares; 2024Q4: 90,575 shares; 2025Q1: 99,276 shares; 2025Q2: 105,340 shares; 2025Q3: 109,366 shares; 2025Q4: 112,745 shares 112,745 $21.2M 0.18% +3,379 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: 32,562 shares; 2024Q4: 40,104 shares; 2025Q1: 42,965 shares; 2025Q2: 45,023 shares; 2025Q3: 53,099 shares; 2025Q4: 65,437 shares 65,437 $20.8M 0.18% +12,338 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: 9,566 shares; 2024Q4: 16,905 shares; 2025Q1: 19,306 shares; 2025Q2: 19,275 shares; 2025Q3: 18,003 shares; 2025Q4: 154,166 shares 154,166 $20.8M 0.18% +136,163 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,200 shares; 2024Q4: 374,992 shares; 2025Q1: 406,520 shares; 2025Q2: 440,289 shares; 2025Q3: 470,400 shares; 2025Q4: 532,951 shares 532,951 $20.4M 0.17% +62,551 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,458 shares; 2024Q4: 1,276,127 shares; 2025Q1: 1,160,251 shares; 2025Q2: 1,182,492 shares; 2025Q3: 1,212,427 shares; 2025Q4: 1,235,964 shares 1,235,964 $20.4M 0.17% +23,537 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,471 shares; 2024Q4: 304,095 shares; 2025Q1: 306,611 shares; 2025Q2: 287,828 shares; 2025Q3: 395,932 shares; 2025Q4: 395,278 shares 395,278 $19.9M 0.17% -654 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: 181,434 shares; 2024Q4: 228,982 shares; 2025Q1: 255,695 shares; 2025Q2: 207,800 shares; 2025Q3: 233,117 shares; 2025Q4: 243,008 shares 243,008 $19.5M 0.17% +9,891 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: 69,197 shares; 2024Q4: 78,618 shares; 2025Q1: 87,296 shares; 2025Q2: 94,685 shares; 2025Q3: 97,766 shares; 2025Q4: 100,882 shares 100,882 $18.7M 0.16% +3,116 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,139 shares; 2024Q4: 27,105 shares; 2025Q1: 30,542 shares; 2025Q2: 33,583 shares; 2025Q3: 35,279 shares; 2025Q4: 33,301 shares 33,301 $18.4M 0.16% -1,978 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: 75,239 shares; 2024Q4: 96,851 shares; 2025Q1: 112,572 shares; 2025Q2: 120,707 shares; 2025Q3: 123,812 shares; 2025Q4: 91,017 shares 91,017 $17.8M 0.15% -32,795 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,024 shares; 2024Q4: 89,312 shares; 2025Q1: 100,690 shares; 2025Q2: 110,457 shares; 2025Q3: 111,706 shares; 2025Q4: 101,254 shares 101,254 $17.6M 0.15% -10,452 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: 77,122 shares; 2024Q4: 86,755 shares; 2025Q1: 95,471 shares; 2025Q2: 104,723 shares; 2025Q3: 105,423 shares; 2025Q4: 108,439 shares 108,439 $17.6M 0.15% +3,016 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: 7,811 shares; 2024Q4: 9,543 shares; 2025Q1: 10,495 shares; 2025Q2: 9,881 shares; 2025Q3: 39,562 shares; 2025Q4: 47,299 shares 47,299 $17.5M 0.15% +7,737 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: 64,521 shares; 2024Q4: 71,507 shares; 2025Q1: 77,295 shares; 2025Q2: 77,872 shares; 2025Q3: 82,170 shares; 2025Q4: 79,433 shares 79,433 $17.5M 0.15% -2,737 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: 35,864 shares; 2024Q4: 64,067 shares; 2025Q1: 165,671 shares; 2025Q2: 173,545 shares; 2025Q3: 225,850 shares; 2025Q4: 189,544 shares 189,544 $17.3M 0.15% -36,306 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: 196,843 shares; 2024Q4: 234,056 shares; 2025Q1: 254,535 shares; 2025Q2: 277,622 shares; 2025Q3: 292,281 shares; 2025Q4: 299,099 shares 299,099 $17.2M 0.15% +6,818 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: 65,189 shares; 2024Q4: 107,227 shares; 2025Q1: 153,261 shares; 2025Q2: 163,790 shares; 2025Q3: 154,038 shares; 2025Q4: 157,052 shares 157,052 $16.8M 0.14% +3,014 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: 171,525 shares; 2024Q4: 38,471 shares; 2025Q1: 41,771 shares; 2025Q2: 47,814 shares; 2025Q3: 281,155 shares; 2025Q4: 66,069 shares 66,069 $16.7M 0.14% -215,086 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 426,429 shares; 2025Q4: 428,942 shares 428,942 $16.6M 0.14% +2,513 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,016 shares; 2025Q1: 109,986 shares; 2025Q2: 120,348 shares; 2025Q3: 138,500 shares; 2025Q4: 133,417 shares 133,417 $16.6M 0.14% -5,083 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: not reported; 2024Q4: 12,592 shares; 2025Q1: 149,885 shares; 2025Q2: 157,370 shares; 2025Q3: 160,317 shares; 2025Q4: 165,830 shares 165,830 $16.6M 0.14% +5,513 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 174,422 shares; 2025Q1: 134,227 shares; 2025Q2: 328,267 shares; 2025Q3: 107,706 shares; 2025Q4: 198,690 shares 198,690 $16.5M 0.14% +90,984 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: 20,783 shares; 2024Q4: 34,639 shares; 2025Q1: 38,181 shares; 2025Q2: 109,890 shares; 2025Q3: 49,603 shares; 2025Q4: 47,748 shares 47,748 $16.4M 0.14% -1,855 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,384 shares; 2024Q4: 62,806 shares; 2025Q1: 70,832 shares; 2025Q2: 77,676 shares; 2025Q3: 89,342 shares; 2025Q4: 89,804 shares 89,804 $16.4M 0.14% +462 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: 18,849 shares; 2024Q4: 28,419 shares; 2025Q1: 79,221 shares; 2025Q2: 89,542 shares; 2025Q3: 92,260 shares; 2025Q4: 95,749 shares 95,749 $16.4M 0.14% +3,489 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: 87,397 shares; 2024Q4: 98,750 shares; 2025Q1: 92,909 shares; 2025Q2: 88,131 shares; 2025Q3: 96,104 shares; 2025Q4: 79,389 shares 79,389 $16.1M 0.14% -16,715 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,041 shares; 2024Q4: 124,780 shares; 2025Q1: 134,627 shares; 2025Q2: 144,704 shares; 2025Q3: 132,259 shares; 2025Q4: 137,435 shares 137,435 $16.1M 0.14% +5,176 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,671 shares; 2024Q4: 67,259 shares; 2025Q1: 75,650 shares; 2025Q2: 83,433 shares; 2025Q3: 95,734 shares; 2025Q4: 96,420 shares 96,420 $16M 0.14% +686 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,609 shares; 2024Q4: 240,114 shares; 2025Q1: 273,481 shares; 2025Q2: 341,943 shares; 2025Q3: 382,036 shares; 2025Q4: 396,193 shares 396,193 $15.5M 0.13% +14,157 Timeline DIVB 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: 30 shares; 2024Q4: 4,915 shares; 2025Q1: 4,909 shares; 2025Q2: 4,976 shares; 2025Q3: 267,403 shares; 2025Q4: 290,919 shares 290,919 $15.5M 0.13% +23,516 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: 8,917 shares; 2024Q4: 13,292 shares; 2025Q1: 48,821 shares; 2025Q2: 15,807 shares; 2025Q3: 45,230 shares; 2025Q4: 58,295 shares 58,295 $15.4M 0.13% +13,065 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 259,427 shares; 2025Q2: 284,467 shares; 2025Q3: 327,319 shares; 2025Q4: 327,843 shares 327,843 $15.4M 0.13% +524 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: 63,833 shares; 2024Q4: 102,931 shares; 2025Q1: 99,830 shares; 2025Q2: 91,209 shares; 2025Q3: 87,771 shares; 2025Q4: 107,215 shares 107,215 $15.4M 0.13% +19,444 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: 10,315 shares; 2024Q4: 60,017 shares; 2025Q1: 171,344 shares; 2025Q2: 175,966 shares; 2025Q3: 186,411 shares; 2025Q4: 186,471 shares 186,471 $15.2M 0.13% +60 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 19,188 shares; 2025Q1: 438,810 shares; 2025Q2: 371,161 shares; 2025Q3: 397,340 shares; 2025Q4: 409,890 shares 409,890 $15M 0.13% +12,550 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,235 shares; 2024Q4: 73,725 shares; 2025Q1: 83,097 shares; 2025Q2: 91,195 shares; 2025Q3: 105,040 shares; 2025Q4: 105,502 shares 105,502 $15M 0.13% +462 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: 16,868 shares; 2024Q4: 16,840 shares; 2025Q1: 16,970 shares; 2025Q2: 17,085 shares; 2025Q3: 137,968 shares; 2025Q4: 249,451 shares 249,451 $14.9M 0.13% +111,483 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: 27,233 shares; 2024Q4: 43,613 shares; 2025Q1: 47,600 shares; 2025Q2: 45,933 shares; 2025Q3: 44,387 shares; 2025Q4: 44,671 shares 44,671 $14.6M 0.12% +284 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: 54,321 shares; 2024Q4: 42,913 shares; 2025Q1: 41,345 shares; 2025Q2: 87,459 shares; 2025Q3: 42,107 shares; 2025Q4: 42,759 shares 42,759 $14.3M 0.12% +652 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: not reported; 2025Q3: 300,463 shares; 2025Q4: 308,766 shares 308,766 $14.3M 0.12% +8,303 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,976 shares; 2024Q4: 91,522 shares; 2025Q1: 103,321 shares; 2025Q2: 113,354 shares; 2025Q3: 130,520 shares; 2025Q4: 131,090 shares 131,090 $13.9M 0.12% +570 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: 22,601 shares; 2024Q4: 32,140 shares; 2025Q1: 37,927 shares; 2025Q2: 41,024 shares; 2025Q3: 41,820 shares; 2025Q4: 42,758 shares 42,758 $13.9M 0.12% +938 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,281 shares; 2024Q4: 307,456 shares; 2025Q1: 346,631 shares; 2025Q2: 380,537 shares; 2025Q3: 438,416 shares; 2025Q4: 440,333 shares 440,333 $13.8M 0.12% +1,917 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: 22,527 shares; 2024Q4: 179,844 shares; 2025Q1: 181,655 shares; 2025Q2: 185,896 shares; 2025Q3: 193,233 shares; 2025Q4: 193,680 shares 193,680 $13.8M 0.12% +447 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: 49,579 shares; 2024Q4: 61,809 shares; 2025Q1: 69,231 shares; 2025Q2: 144,991 shares; 2025Q3: 149,633 shares; 2025Q4: 78,257 shares 78,257 $13.7M 0.12% -71,376 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,742 shares; 2024Q4: 71,955 shares; 2025Q1: 78,523 shares; 2025Q2: 83,132 shares; 2025Q3: 86,949 shares; 2025Q4: 88,859 shares 88,859 $13.7M 0.12% +1,910 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,085 shares; 2024Q4: 101,410 shares; 2025Q1: 121,674 shares; 2025Q2: 181,392 shares; 2025Q3: 184,233 shares; 2025Q4: 182,005 shares 182,005 $13.5M 0.11% -2,228 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,286 shares; 2024Q4: 88,696 shares; 2025Q1: 99,828 shares; 2025Q2: 109,555 shares; 2025Q3: 126,149 shares; 2025Q4: 126,675 shares 126,675 $13.4M 0.11% +526 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,345 shares; 2024Q4: 36,027 shares; 2025Q1: 40,779 shares; 2025Q2: 44,693 shares; 2025Q3: 51,439 shares; 2025Q4: 51,607 shares 51,607 $13.3M 0.11% +168 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: 1,677,338 shares; 2024Q4: 1,895,200 shares; 2025Q1: 2,136,956 shares; 2025Q2: 2,505,869 shares; 2025Q3: 2,572,966 shares; 2025Q4: 284,562 shares 284,562 $13.3M 0.11% -2,288,404 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,821 shares; 2024Q4: 117,746 shares; 2025Q1: 164,199 shares; 2025Q2: 172,767 shares; 2025Q3: 167,461 shares; 2025Q4: 178,936 shares 178,936 $13.3M 0.11% +11,475 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: 20,384 shares; 2024Q4: 48,385 shares; 2025Q1: 55,354 shares; 2025Q2: 56,267 shares; 2025Q3: 49,279 shares; 2025Q4: 116,192 shares 116,192 $13.2M 0.11% +66,913 Timeline QEFA 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: 125,531 shares; 2024Q4: 125,185 shares; 2025Q1: 129,388 shares; 2025Q2: 136,874 shares; 2025Q3: 139,915 shares; 2025Q4: 144,403 shares 144,403 $13.1M 0.11% +4,488 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: 4,391 shares; 2024Q4: 7,852 shares; 2025Q1: 12,157 shares; 2025Q2: 14,096 shares; 2025Q3: 14,309 shares; 2025Q4: 14,794 shares 14,794 $13M 0.11% +485 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: 4,506 shares; 2024Q4: 24,253 shares; 2025Q1: 33,020 shares; 2025Q2: 39,938 shares; 2025Q3: 40,573 shares; 2025Q4: 41,725 shares 41,725 $12.7M 0.11% +1,152 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 95,802 shares; 2025Q1: 99,574 shares; 2025Q2: 104,527 shares; 2025Q3: 104,232 shares; 2025Q4: 104,134 shares 104,134 $12.7M 0.11% -98 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,540 shares; 2024Q4: 166,907 shares; 2025Q1: 184,823 shares; 2025Q2: 202,658 shares; 2025Q3: 233,226 shares; 2025Q4: 234,247 shares 234,247 $12.6M 0.11% +1,021 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: 56,920 shares; 2024Q4: 62,966 shares; 2025Q1: 60,634 shares; 2025Q2: 58,970 shares; 2025Q3: 59,464 shares; 2025Q4: 58,462 shares 58,462 $12.3M 0.1% -1,002 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,248 shares; 2025Q3: 175,483 shares; 2025Q4: 176,277 shares 176,277 $12.2M 0.1% +794 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: 108,012 shares; 2024Q4: 123,270 shares; 2025Q1: 136,883 shares; 2025Q2: 184,699 shares; 2025Q3: 175,261 shares; 2025Q4: 491,482 shares 491,482 $12.2M 0.1% +316,221 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,096 shares; 2025Q1: 68,855 shares; 2025Q2: 75,432 shares; 2025Q3: 86,852 shares; 2025Q4: 87,230 shares 87,230 $12.2M 0.1% +378 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,956 shares; 2024Q4: 131,070 shares; 2025Q1: 147,768 shares; 2025Q2: 162,189 shares; 2025Q3: 186,875 shares; 2025Q4: 187,691 shares 187,691 $12.2M 0.1% +816 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: 472,482 shares; 2024Q4: 649,775 shares; 2025Q1: 706,563 shares; 2025Q2: 710,397 shares; 2025Q3: 227,608 shares; 2025Q4: 219,731 shares 219,731 $12.1M 0.1% -7,877 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: 29,748 shares; 2024Q4: 82,123 shares; 2025Q1: 108,775 shares; 2025Q2: 100,925 shares; 2025Q3: 102,537 shares; 2025Q4: 97,554 shares 97,554 $11.7M 0.1% -4,983 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,585 shares; 2024Q4: 28,808 shares; 2025Q1: 32,442 shares; 2025Q2: 35,577 shares; 2025Q3: 40,934 shares; 2025Q4: 41,114 shares 41,114 $11.7M 0.1% +180 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: 179,991 shares; 2024Q4: 41,220 shares; 2025Q1: 48,862 shares; 2025Q2: 218,182 shares; 2025Q3: 219,714 shares; 2025Q4: 214,492 shares 214,492 $11.5M 0.1% -5,222 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,723 shares; 2024Q4: 46,058 shares; 2025Q1: 51,901 shares; 2025Q2: 56,909 shares; 2025Q3: 65,603 shares; 2025Q4: 65,889 shares 65,889 $11.5M 0.1% +286 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,293 shares; 2024Q4: 3,633 shares; 2025Q1: 43,665 shares; 2025Q2: 56,888 shares; 2025Q3: 31,820 shares; 2025Q4: 32,629 shares 32,629 $11.4M 0.1% +809 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,237 shares; 2024Q4: 134,178 shares; 2025Q1: 151,975 shares; 2025Q2: 166,677 shares; 2025Q3: 191,953 shares; 2025Q4: 192,793 shares 192,793 $10.9M 0.09% +840 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: 17,021 shares; 2025Q2: 16,120 shares; 2025Q3: 242,899 shares; 2025Q4: 243,912 shares 243,912 $10.9M 0.09% +1,013 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,211 shares; 2025Q1: 209,356 shares; 2025Q2: 217,674 shares; 2025Q3: 217,760 shares; 2025Q4: 225,838 shares 225,838 $10.9M 0.09% +8,078 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,432 shares; 2024Q4: 74,244 shares; 2025Q1: 83,522 shares; 2025Q2: 91,544 shares; 2025Q3: 105,004 shares; 2025Q4: 105,474 shares 105,474 $10.8M 0.09% +470 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,398 shares; 2025Q2: 114,619 shares; 2025Q3: 132,293 shares; 2025Q4: 132,800 shares 132,800 $10.6M 0.09% +507 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,878 shares; 2024Q4: 193,746 shares; 2025Q1: 179,778 shares; 2025Q2: 196,622 shares; 2025Q3: 195,377 shares; 2025Q4: 210,179 shares 210,179 $10.6M 0.09% +14,802 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,124 shares; 2024Q4: 188,323 shares; 2025Q1: 212,287 shares; 2025Q2: 232,975 shares; 2025Q3: 268,421 shares; 2025Q4: 269,597 shares 269,597 $10.6M 0.09% +1,176 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,437 shares; 2024Q4: 265,393 shares; 2025Q1: 299,406 shares; 2025Q2: 328,451 shares; 2025Q3: 378,467 shares; 2025Q4: 380,117 shares 380,117 $10.6M 0.09% +1,650 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,052 shares; 2024Q4: 30,227 shares; 2025Q1: 28,006 shares; 2025Q2: 27,945 shares; 2025Q3: 28,026 shares; 2025Q4: 28,073 shares 28,073 $10.5M 0.09% +47 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,683 shares; 2024Q4: 84,067 shares; 2025Q1: 94,781 shares; 2025Q2: 104,017 shares; 2025Q3: 119,814 shares; 2025Q4: 120,342 shares 120,342 $10.3M 0.09% +528 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,794 shares; 2025Q1: 112,516 shares; 2025Q2: 123,495 shares; 2025Q3: 142,215 shares; 2025Q4: 142,813 shares 142,813 $10.1M 0.09% +598 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 4,509 shares; 2025Q1: 44,952 shares; 2025Q2: 48,847 shares; 2025Q3: 52,148 shares; 2025Q4: 54,276 shares 54,276 $10.1M 0.09% +2,128 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: 19,050 shares; 2024Q4: 95,109 shares; 2025Q1: 111,554 shares; 2025Q2: 127,836 shares; 2025Q3: 129,826 shares; 2025Q4: 144,396 shares 144,396 $10M 0.09% +14,570 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,631 shares; 2024Q4: 233,323 shares; 2025Q1: 262,964 shares; 2025Q2: 288,630 shares; 2025Q3: 332,420 shares; 2025Q4: 333,889 shares 333,889 $9.9M 0.08% +1,469 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 80,310 shares; 2025Q4: 80,657 shares 80,657 $9.89M 0.08% +347 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: 31,502 shares; 2024Q4: 38,532 shares; 2025Q1: 43,466 shares; 2025Q2: 47,637 shares; 2025Q3: 54,849 shares; 2025Q4: 55,089 shares 55,089 $9.81M 0.08% +240 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 123,648 shares; 2025Q2: 135,675 shares; 2025Q3: 156,289 shares; 2025Q4: 157,098 shares 157,098 $9.81M 0.08% +809 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: 8,263 shares; 2024Q4: 18,301 shares; 2025Q1: 18,675 shares; 2025Q2: 22,554 shares; 2025Q3: 77,080 shares; 2025Q4: 79,782 shares 79,782 $9.79M 0.08% +2,702 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: 53,773 shares; 2024Q4: 76,556 shares; 2025Q1: 303,704 shares; 2025Q2: 61,829 shares; 2025Q3: 59,008 shares; 2025Q4: 63,812 shares 63,812 $9.73M 0.08% +4,804 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: 113,101 shares; 2024Q4: 114,730 shares; 2025Q1: 112,365 shares; 2025Q2: 112,896 shares; 2025Q3: 109,162 shares; 2025Q4: 105,899 shares 105,899 $9.68M 0.08% -3,263 Timeline IMCB 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: 100,318 shares; 2024Q4: 103,342 shares; 2025Q1: 105,533 shares; 2025Q2: 108,491 shares; 2025Q3: 113,234 shares; 2025Q4: 116,957 shares 116,957 $9.68M 0.08% +3,723 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,547 shares; 2024Q4: 63,226 shares; 2025Q1: 69,797 shares; 2025Q2: 75,636 shares; 2025Q3: 85,583 shares; 2025Q4: 85,898 shares 85,898 $9.61M 0.08% +315 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: 40,776 shares; 2024Q4: 40,847 shares; 2025Q1: 38,879 shares; 2025Q2: 38,477 shares; 2025Q3: 38,877 shares; 2025Q4: 38,075 shares 38,075 $9.53M 0.08% -802 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,891 shares; 2024Q4: 64,258 shares; 2025Q1: 71,974 shares; 2025Q2: 78,639 shares; 2025Q3: 106,423 shares; 2025Q4: 121,990 shares 121,990 $9.51M 0.08% +15,567 Timeline INFL 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: 103,748 shares; 2024Q4: 95,071 shares; 2025Q1: 99,444 shares; 2025Q2: 199,321 shares; 2025Q3: 205,102 shares; 2025Q4: 212,696 shares 212,696 $9.46M 0.08% +7,594 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,659 shares; 2024Q4: 72,642 shares; 2025Q1: 81,774 shares; 2025Q2: 89,616 shares; 2025Q3: 103,087 shares; 2025Q4: 103,590 shares 103,590 $9.43M 0.08% +503 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: 134,000 shares; 2024Q4: 155,012 shares; 2025Q1: 134,715 shares; 2025Q2: 153,733 shares; 2025Q3: 35,226 shares; 2025Q4: 36,532 shares 36,532 $9.39M 0.08% +1,306 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,665 shares; 2025Q1: 5,792 shares; 2025Q2: 9,887 shares; 2025Q3: 8,930 shares; 2025Q4: 38,506 shares 38,506 $9.33M 0.08% +29,576 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: 75,995 shares; 2024Q4: 250,230 shares; 2025Q1: 271,755 shares; 2025Q2: 131,118 shares; 2025Q3: 127,316 shares; 2025Q4: 138,315 shares 138,315 $9.3M 0.08% +10,999 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: 7,681 shares; 2024Q4: 13,926 shares; 2025Q1: 13,319 shares; 2025Q2: 52,565 shares; 2025Q3: 53,526 shares; 2025Q4: 53,567 shares 53,567 $9.29M 0.08% +41 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,322 shares; 2024Q4: 116,229 shares; 2025Q1: 159,303 shares; 2025Q2: 174,407 shares; 2025Q3: 200,427 shares; 2025Q4: 201,264 shares 201,264 $9.28M 0.08% +837 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,380 shares; 2024Q4: 256,916 shares; 2025Q1: 262,579 shares; 2025Q2: 236,095 shares; 2025Q3: 242,042 shares; 2025Q4: 240,993 shares 240,993 $9.28M 0.08% -1,049 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,858 shares; 2024Q4: 108,285 shares; 2025Q1: 141,262 shares; 2025Q2: 186,611 shares; 2025Q3: 202,620 shares; 2025Q4: 208,280 shares 208,280 $9.26M 0.08% +5,660 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,127 shares; 2024Q4: 15,967 shares; 2025Q1: 17,951 shares; 2025Q2: 19,661 shares; 2025Q3: 22,600 shares; 2025Q4: 22,754 shares 22,754 $9.18M 0.08% +154 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 28,373 shares; 2025Q1: 30,921 shares; 2025Q2: 33,566 shares; 2025Q3: 34,606 shares; 2025Q4: 35,084 shares 35,084 $9.1M 0.08% +478 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: 4,015 shares; 2024Q4: 4,087 shares; 2025Q1: 4,455 shares; 2025Q2: 5,048 shares; 2025Q3: 5,438 shares; 2025Q4: 10,954 shares 10,954 $8.99M 0.08% +5,516 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,629 shares; 2024Q4: 282,404 shares; 2025Q1: 318,381 shares; 2025Q2: 349,482 shares; 2025Q3: 402,664 shares; 2025Q4: 404,427 shares 404,427 $8.97M 0.08% +1,763 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: 14,078 shares; 2024Q4: 22,800 shares; 2025Q1: 22,647 shares; 2025Q2: 23,631 shares; 2025Q3: 22,695 shares; 2025Q4: 22,486 shares 22,486 $8.91M 0.08% -209 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,418 shares; 2024Q4: 107,263 shares; 2025Q1: 120,925 shares; 2025Q2: 132,845 shares; 2025Q3: 153,038 shares; 2025Q4: 153,707 shares 153,707 $8.77M 0.07% +669 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 205,260 shares; 2025Q3: 208,590 shares; 2025Q4: 249,521 shares 249,521 $8.69M 0.07% +40,931 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: 59,245 shares; 2024Q4: 73,567 shares; 2025Q1: 82,466 shares; 2025Q2: 90,421 shares; 2025Q3: 103,514 shares; 2025Q4: 103,856 shares 103,856 $8.51M 0.07% +342 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: 6,733 shares; 2024Q4: 10,695 shares; 2025Q1: 11,628 shares; 2025Q2: 13,901 shares; 2025Q3: 12,654 shares; 2025Q4: 14,882 shares 14,882 $8.5M 0.07% +2,228 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,063 shares; 2024Q4: 165,675 shares; 2025Q1: 158,397 shares; 2025Q2: 153,074 shares; 2025Q3: 130,305 shares; 2025Q4: 166,353 shares 166,353 $8.47M 0.07% +36,048 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: 259,229 shares; 2024Q4: 266,035 shares; 2025Q1: 261,671 shares; 2025Q2: 257,995 shares; 2025Q3: 263,208 shares; 2025Q4: 258,458 shares 258,458 $8.42M 0.07% -4,750 Timeline BBUS 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: 22,371 shares; 2024Q4: 27,972 shares; 2025Q1: 42,102 shares; 2025Q2: 55,270 shares; 2025Q3: 61,663 shares; 2025Q4: 67,609 shares 67,609 $8.34M 0.07% +5,946 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: 629 shares; 2024Q4: 9,962 shares; 2025Q1: 9,976 shares; 2025Q2: 12,792 shares; 2025Q3: 11,587 shares; 2025Q4: 12,220 shares 12,220 $8.27M 0.07% +633 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 891 shares; 2025Q1: 911 shares; 2025Q2: 961 shares; 2025Q3: 887 shares; 2025Q4: 10,770 shares 10,770 $8.25M 0.07% +9,883 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,474 shares; 2024Q4: 200,419 shares; 2025Q1: 191,241 shares; 2025Q2: 193,994 shares; 2025Q3: 199,838 shares; 2025Q4: 212,809 shares 212,809 $8.1M 0.07% +12,971 Timeline IXN 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: 76,320 shares; 2024Q4: 76,336 shares; 2025Q1: 76,272 shares; 2025Q2: 76,142 shares; 2025Q3: 75,739 shares; 2025Q4: 76,234 shares 76,234 $8M 0.07% +495 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: 8,005 shares; 2024Q4: 17,957 shares; 2025Q1: 95,110 shares; 2025Q2: 28,563 shares; 2025Q3: 31,849 shares; 2025Q4: 34,575 shares 34,575 $8M 0.07% +2,726 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS 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: 294,920 shares; 2025Q2: 323,692 shares; 2025Q3: 448,423 shares; 2025Q4: 450,385 shares 450,385 $7.97M 0.07% +1,962 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,742 shares; 2024Q4: 46,434 shares; 2025Q1: 52,242 shares; 2025Q2: 57,027 shares; 2025Q3: 65,537 shares; 2025Q4: 65,822 shares 65,822 $7.94M 0.07% +285 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,319 shares; 2024Q4: 223,250 shares; 2025Q1: 223,321 shares; 2025Q2: 223,472 shares; 2025Q3: 223,542 shares; 2025Q4: 223,637 shares 223,637 $7.93M 0.07% +95 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: 32,257 shares; 2024Q4: 250,146 shares; 2025Q1: 250,418 shares; 2025Q2: 240,841 shares; 2025Q3: 233,312 shares; 2025Q4: 242,210 shares 242,210 $7.9M 0.07% +8,898 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 3,706 shares; 2025Q1: 4,705 shares; 2025Q2: 5,462 shares; 2025Q3: 14,738 shares; 2025Q4: 20,204 shares 20,204 $7.86M 0.07% +5,466 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 6,735 shares; 2025Q1: 6,516 shares; 2025Q2: 7,939 shares; 2025Q3: 8,315 shares; 2025Q4: 24,992 shares 24,992 $7.8M 0.07% +16,677 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,706 shares 232,706 $7.8M 0.07% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,008 shares; 2024Q4: 136,822 shares; 2025Q1: 173,320 shares; 2025Q2: 189,563 shares; 2025Q3: 219,482 shares; 2025Q4: 220,471 shares 220,471 $7.77M 0.07% +989 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,041 shares; 2024Q4: 124,978 shares; 2025Q1: 140,885 shares; 2025Q2: 154,865 shares; 2025Q3: 178,487 shares; 2025Q4: 179,202 shares 179,202 $7.76M 0.07% +715 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: 36,570 shares; 2024Q4: 44,728 shares; 2025Q1: 50,577 shares; 2025Q2: 55,409 shares; 2025Q3: 63,238 shares; 2025Q4: 63,484 shares 63,484 $7.74M 0.07% +246 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,477 shares; 2024Q4: 36,650 shares; 2025Q1: 41,734 shares; 2025Q2: 37,448 shares; 2025Q3: 40,087 shares; 2025Q4: 20,092 shares 20,092 $7.7M 0.07% -19,995 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 9,946 shares; 2025Q1: 10,042 shares; 2025Q2: 210,443 shares; 2025Q3: 241,178 shares; 2025Q4: 285,855 shares 285,855 $7.57M 0.06% +44,677 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,789 shares; 2025Q4: 65,396 shares 65,396 $7.53M 0.06% +20,607 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,716 shares; 2024Q4: 22,168 shares; 2025Q1: 24,240 shares; 2025Q2: 13,887 shares; 2025Q3: 15,755 shares; 2025Q4: 16,442 shares 16,442 $7.45M 0.06% +687 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 34,477 shares; 2025Q3: 34,399 shares; 2025Q4: 68,633 shares 68,633 $7.45M 0.06% +34,234 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: 9,969 shares; 2024Q4: 11,692 shares; 2025Q1: 11,382 shares; 2025Q2: 12,480 shares; 2025Q3: 75,862 shares; 2025Q4: 78,035 shares 78,035 $7.44M 0.06% +2,173 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW 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: 78,514 shares; 2025Q4: 78,878 shares 78,878 $7.42M 0.06% +364 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: 75,387 shares; 2024Q4: 71,817 shares; 2025Q1: 74,687 shares; 2025Q2: 76,654 shares; 2025Q3: 78,374 shares; 2025Q4: 86,793 shares 86,793 $7.41M 0.06% +8,419 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: 56,097 shares; 2024Q4: 89,751 shares; 2025Q1: 75,643 shares; 2025Q2: 75,224 shares; 2025Q3: 76,529 shares; 2025Q4: 77,958 shares 77,958 $7.34M 0.06% +1,429 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,722 shares; 2025Q1: 258,349 shares; 2025Q2: 278,549 shares; 2025Q3: 299,060 shares; 2025Q4: 290,515 shares 290,515 $7.32M 0.06% -8,545 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: 2,476 shares; 2024Q4: 6,240 shares; 2025Q1: 7,455 shares; 2025Q2: 8,782 shares; 2025Q3: 10,749 shares; 2025Q4: 39,611 shares 39,611 $7.3M 0.06% +28,862 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,784 shares; 2024Q4: 461,868 shares; 2025Q1: 520,624 shares; 2025Q2: 571,099 shares; 2025Q3: 658,015 shares; 2025Q4: 660,814 shares 660,814 $7.26M 0.06% +2,799 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,117 shares; 2025Q1: 90,364 shares; 2025Q2: 99,136 shares; 2025Q3: 114,177 shares; 2025Q4: 114,660 shares 114,660 $7.23M 0.06% +483 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: 3,396 shares; 2024Q4: 106,659 shares; 2025Q1: 101,853 shares; 2025Q2: 89,597 shares; 2025Q3: 87,997 shares; 2025Q4: 90,637 shares 90,637 $7.06M 0.06% +2,640 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 17,474 shares; 2025Q1: 19,642 shares; 2025Q2: 21,520 shares; 2025Q3: 24,737 shares; 2025Q4: 24,842 shares 24,842 $7.05M 0.06% +105 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: 47,665 shares; 2024Q4: 400,083 shares; 2025Q1: 97,492 shares; 2025Q2: 104,617 shares; 2025Q3: 102,219 shares; 2025Q4: 100,132 shares 100,132 $7M 0.06% -2,087 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: 72,141 shares; 2024Q4: 71,322 shares; 2025Q1: 71,266 shares; 2025Q2: 71,797 shares; 2025Q3: 71,226 shares; 2025Q4: 71,210 shares 71,210 $6.86M 0.06% -16 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: 27,891 shares; 2024Q4: 106,879 shares; 2025Q1: 118,219 shares; 2025Q2: 112,784 shares; 2025Q3: 109,528 shares; 2025Q4: 103,571 shares 103,571 $6.84M 0.06% -5,957 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 5,071 shares; 2025Q1: 8,295 shares; 2025Q2: 11,117 shares; 2025Q3: 12,483 shares; 2025Q4: 13,350 shares 13,350 $6.81M 0.06% +867 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: 131,694 shares; 2024Q4: 630,764 shares; 2025Q1: 1,296 shares; 2025Q2: 1,303 shares; 2025Q3: 120,405 shares; 2025Q4: 134,588 shares 134,588 $6.81M 0.06% +14,183 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: 10,987 shares; 2024Q4: 12,247 shares; 2025Q1: 1,006 shares; 2025Q2: 1,000 shares; 2025Q3: 12,914 shares; 2025Q4: 13,926 shares 13,926 $6.79M 0.06% +1,012 Timeline SLYG 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: 51,517 shares; 2024Q4: 54,254 shares; 2025Q1: 60,642 shares; 2025Q2: 67,727 shares; 2025Q3: 68,916 shares; 2025Q4: 71,943 shares 71,943 $6.78M 0.06% +3,027 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,741 shares; 2024Q4: 33,918 shares; 2025Q1: 38,950 shares; 2025Q2: 42,634 shares; 2025Q3: 68,727 shares; 2025Q4: 69,434 shares 69,434 $6.63M 0.06% +707 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,315 shares; 2024Q4: 64,001 shares; 2025Q1: 72,131 shares; 2025Q2: 79,154 shares; 2025Q3: 91,191 shares; 2025Q4: 91,561 shares 91,561 $6.6M 0.06% +370 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,425 shares; 2024Q4: 56,285 shares; 2025Q1: 63,642 shares; 2025Q2: 70,051 shares; 2025Q3: 70,346 shares; 2025Q4: 70,627 shares 70,627 $6.55M 0.06% +281 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: 34,918 shares; 2024Q4: 202,050 shares; 2025Q1: 199,075 shares; 2025Q2: 160,024 shares; 2025Q3: 141,683 shares; 2025Q4: 131,598 shares 131,598 $6.52M 0.06% -10,085 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,896 shares; 2024Q4: 169,699 shares; 2025Q1: 160,223 shares; 2025Q2: 165,093 shares; 2025Q3: 169,130 shares; 2025Q4: 168,290 shares 168,290 $6.46M 0.05% -840 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 30,566 shares; 2025Q1: 56,063 shares; 2025Q2: 67,557 shares; 2025Q3: 80,211 shares; 2025Q4: 84,565 shares 84,565 $6.45M 0.05% +4,354 Timeline ILCG 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: 85,050 shares; 2024Q4: 63,990 shares; 2025Q1: 63,411 shares; 2025Q2: 63,303 shares; 2025Q3: 61,792 shares; 2025Q4: 61,513 shares 61,513 $6.4M 0.05% -279 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 50,300 shares 50,300 $6.37M 0.05% new Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,679 shares; 2024Q4: 75,500 shares; 2025Q1: 85,085 shares; 2025Q2: 93,333 shares; 2025Q3: 107,464 shares; 2025Q4: 107,935 shares 107,935 $6.34M 0.05% +471 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: 4,199 shares; 2024Q4: 19,681 shares; 2025Q1: 48,359 shares; 2025Q2: 60,710 shares; 2025Q3: 65,077 shares; 2025Q4: 71,639 shares 71,639 $6.33M 0.05% +6,562 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: 46,185 shares; 2024Q4: 51,074 shares; 2025Q1: 53,598 shares; 2025Q2: 51,858 shares; 2025Q3: 49,610 shares; 2025Q4: 50,910 shares 50,910 $6.28M 0.05% +1,300 Timeline XHLF 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: 635,357 shares; 2024Q4: 223,642 shares; 2025Q1: 206,272 shares; 2025Q2: 194,878 shares; 2025Q3: 162,629 shares; 2025Q4: 124,672 shares 124,672 $6.26M 0.05% -37,957 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: 15,128 shares; 2024Q4: 158,305 shares; 2025Q1: 162,619 shares; 2025Q2: 145,232 shares; 2025Q3: 141,333 shares; 2025Q4: 118,243 shares 118,243 $6.25M 0.05% -23,090 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: 184,302 shares; 2024Q4: 235,561 shares; 2025Q1: 236,426 shares; 2025Q2: 259,484 shares; 2025Q3: 253,135 shares; 2025Q4: 208,871 shares 208,871 $6.24M 0.05% -44,264 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,185 shares; 2024Q4: 139,150 shares; 2025Q1: 152,660 shares; 2025Q2: 8,048 shares; 2025Q3: 8,224 shares; 2025Q4: 48,888 shares 48,888 $6.24M 0.05% +40,664 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 25,729 shares; 2025Q1: 39,321 shares; 2025Q2: 42,260 shares; 2025Q3: 44,868 shares; 2025Q4: 48,180 shares 48,180 $6.22M 0.05% +3,312 Timeline VLUE 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: 54,372 shares; 2024Q4: 52,909 shares; 2025Q1: 46,278 shares; 2025Q2: 45,820 shares; 2025Q3: 45,684 shares; 2025Q4: 45,253 shares 45,253 $6.19M 0.05% -431 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,068 shares; 2024Q4: 232,852 shares; 2025Q1: 262,016 shares; 2025Q2: 288,366 shares; 2025Q3: 288,149 shares; 2025Q4: 288,120 shares 288,120 $6.19M 0.05% -29 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: 17,094 shares; 2024Q4: 20,685 shares; 2025Q1: 21,721 shares; 2025Q2: 22,289 shares; 2025Q3: 22,733 shares; 2025Q4: 23,741 shares 23,741 $6.12M 0.05% +1,008 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: 16,374 shares; 2024Q4: 30,864 shares; 2025Q1: 32,060 shares; 2025Q2: 36,679 shares; 2025Q3: 36,951 shares; 2025Q4: 37,986 shares 37,986 $6.1M 0.05% +1,035 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,290 shares; 2024Q4: 43,046 shares; 2025Q1: 40,967 shares; 2025Q2: 40,940 shares; 2025Q3: 41,224 shares; 2025Q4: 40,915 shares 40,915 $6.1M 0.05% -309 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,810 shares; 2024Q4: 339,750 shares; 2025Q1: 346,098 shares; 2025Q2: 385,467 shares; 2025Q3: 402,467 shares; 2025Q4: 500,752 shares 500,752 $6.08M 0.05% +98,285 Timeline XMAR 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: 261,009 shares; 2024Q4: 162,300 shares; 2025Q1: 160,550 shares; 2025Q2: 158,247 shares; 2025Q3: 155,113 shares; 2025Q4: 151,743 shares 151,743 $6.06M 0.05% -3,370 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 9,149 shares; 2025Q1: 12,579 shares; 2025Q2: 8,672 shares; 2025Q3: 8,309 shares; 2025Q4: 20,884 shares 20,884 $6.03M 0.05% +12,575 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182,201 shares; 2025Q1: 160,537 shares; 2025Q2: 128,662 shares; 2025Q3: 126,973 shares; 2025Q4: 126,388 shares 126,388 $5.99M 0.05% -585 Timeline KOMP 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: 77,184 shares; 2024Q4: 81,245 shares; 2025Q1: 85,200 shares; 2025Q2: 92,470 shares; 2025Q3: 95,090 shares; 2025Q4: 99,277 shares 99,277 $5.93M 0.05% +4,187 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,170 shares; 2024Q4: 125,603 shares; 2025Q1: 17,301 shares; 2025Q2: 143,750 shares; 2025Q3: 149,870 shares; 2025Q4: 153,945 shares 153,945 $5.91M 0.05% +4,075 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 34,138 shares; 2025Q1: 39,780 shares; 2025Q2: 36,967 shares; 2025Q3: 34,226 shares; 2025Q4: 32,117 shares 32,117 $5.84M 0.05% -2,109 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,408 shares; 2025Q2: 32,266 shares; 2025Q3: 37,148 shares; 2025Q4: 37,301 shares 37,301 $5.8M 0.05% +153 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: 3,221 shares; 2024Q4: 3,960 shares; 2025Q1: 5,392 shares; 2025Q2: 8,700 shares; 2025Q3: 9,894 shares; 2025Q4: 10,997 shares 10,997 $5.75M 0.05% +1,103 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,672 shares; 2024Q4: 33,256 shares; 2025Q1: 37,411 shares; 2025Q2: 41,018 shares; 2025Q3: 47,185 shares; 2025Q4: 47,381 shares 47,381 $5.67M 0.05% +196 Timeline QJUN 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: 191,714 shares; 2024Q4: 183,805 shares; 2025Q1: 181,759 shares; 2025Q2: 177,863 shares; 2025Q3: 174,286 shares; 2025Q4: 173,868 shares 173,868 $5.54M 0.05% -418 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 53,428 shares; 2025Q2: 58,621 shares; 2025Q3: 67,492 shares; 2025Q4: 67,783 shares 67,783 $5.5M 0.05% +291 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,637 shares; 2024Q4: 55,727 shares; 2025Q1: 70,915 shares; 2025Q2: 52,065 shares; 2025Q3: 42,600 shares; 2025Q4: 48,456 shares 48,456 $5.34M 0.05% +5,856 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 876 shares; 2025Q3: 1,208 shares; 2025Q4: 23,343 shares 23,343 $5.28M 0.04% +22,135 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,306 shares; 2024Q4: 168,021 shares; 2025Q1: 171,769 shares; 2025Q2: 109,576 shares; 2025Q3: 92,593 shares; 2025Q4: 87,305 shares 87,305 $5.25M 0.04% -5,288 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: 113,133 shares; 2024Q4: 121,489 shares; 2025Q1: 77,580 shares; 2025Q2: 82,762 shares; 2025Q3: 84,268 shares; 2025Q4: 88,284 shares 88,284 $5.18M 0.04% +4,016 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,796 shares; 2024Q4: 43,526 shares; 2025Q1: 42,520 shares; 2025Q2: 42,460 shares; 2025Q3: 42,488 shares; 2025Q4: 42,411 shares 42,411 $5.14M 0.04% -77 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,145 shares; 2025Q3: 105,660 shares; 2025Q4: 126,733 shares 126,733 $4.99M 0.04% +21,073 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: 8,524 shares; 2024Q4: 11,596 shares; 2025Q1: 14,585 shares; 2025Q2: 17,396 shares; 2025Q3: 16,522 shares; 2025Q4: 17,387 shares 17,387 $4.96M 0.04% +865 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL 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: 22,185 shares; 2025Q2: 24,294 shares; 2025Q3: 47,916 shares; 2025Q4: 48,123 shares 48,123 $4.95M 0.04% +207 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 40,653 shares; 2025Q4: 68,338 shares 68,338 $4.89M 0.04% +27,685 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: 36,968 shares; 2024Q4: 73,546 shares; 2025Q1: 74,940 shares; 2025Q2: 79,392 shares; 2025Q3: 112,780 shares; 2025Q4: 114,208 shares 114,208 $4.86M 0.04% +1,428 Timeline WINA WINMARK CORP More: the full row for WINMARK 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: 11,989 shares 11,989 $4.85M 0.04% new 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: 143,895 shares; 2024Q4: 187,721 shares; 2025Q1: 69,703 shares; 2025Q2: 80,815 shares; 2025Q3: 87,968 shares; 2025Q4: 94,976 shares 94,976 $4.82M 0.04% +7,008 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,035 shares 54,035 $4.79M 0.04% new 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: 42,096 shares; 2024Q4: 123,326 shares; 2025Q1: 121,718 shares; 2025Q2: 126,244 shares; 2025Q3: 42,893 shares; 2025Q4: 42,004 shares 42,004 $4.79M 0.04% -889 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: 197,835 shares; 2024Q4: 120,240 shares; 2025Q1: 134,320 shares; 2025Q2: 133,473 shares; 2025Q3: 129,998 shares; 2025Q4: 120,636 shares 120,636 $4.78M 0.04% -9,362 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: 60,759 shares; 2024Q4: 71,785 shares; 2025Q1: 46,949 shares; 2025Q2: 49,290 shares; 2025Q3: 16,234 shares; 2025Q4: 17,778 shares 17,778 $4.77M 0.04% +1,544 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 15,192 shares 15,192 $4.76M 0.04% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,713 shares 22,713 $4.68M 0.04% new Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 151,525 shares 151,525 $4.68M 0.04% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,486 shares; 2024Q4: 54,268 shares; 2025Q1: 50,499 shares; 2025Q2: 49,740 shares; 2025Q3: 50,214 shares; 2025Q4: 48,759 shares 48,759 $4.68M 0.04% -1,455 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 11,825 shares; 2025Q1: 14,385 shares; 2025Q2: 14,045 shares; 2025Q3: 11,742 shares; 2025Q4: 13,794 shares 13,794 $4.64M 0.04% +2,052 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: 9,476 shares; 2024Q4: 13,440 shares; 2025Q1: 14,542 shares; 2025Q2: 14,994 shares; 2025Q3: 15,035 shares; 2025Q4: 15,388 shares 15,388 $4.47M 0.04% +353 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: 26,060 shares; 2024Q4: 60,617 shares; 2025Q1: 55,006 shares; 2025Q2: 1,997,064 shares; 2025Q3: 2,108,714 shares; 2025Q4: 49,629 shares 49,629 $4.44M 0.04% -2,059,085 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: 45,422 shares; 2024Q4: 46,000 shares; 2025Q1: 46,914 shares; 2025Q2: 46,810 shares; 2025Q3: 48,884 shares; 2025Q4: 47,878 shares 47,878 $4.43M 0.04% -1,006 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: 71,018 shares; 2024Q4: 76,085 shares; 2025Q1: 75,101 shares; 2025Q2: 51,428 shares; 2025Q3: 50,311 shares; 2025Q4: 99,040 shares 99,040 $4.43M 0.04% +48,729 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: 47,783 shares; 2024Q4: 48,735 shares; 2025Q1: 48,760 shares; 2025Q2: 49,508 shares; 2025Q3: 46,791 shares; 2025Q4: 53,199 shares 53,199 $4.39M 0.04% +6,408 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: 53,861 shares; 2024Q4: 65,547 shares; 2025Q1: 11,700 shares; 2025Q2: 11,294 shares; 2025Q3: 10,520 shares; 2025Q4: 9,010 shares 9,010 $4.36M 0.04% -1,510 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: 16,619 shares; 2024Q4: 82,681 shares; 2025Q1: 84,382 shares; 2025Q2: 82,617 shares; 2025Q3: 81,441 shares; 2025Q4: 81,509 shares 81,509 $4.35M 0.04% +68 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: 20,283 shares; 2024Q4: 28,213 shares; 2025Q1: 43,740 shares; 2025Q2: 60,794 shares; 2025Q3: 69,226 shares; 2025Q4: 74,477 shares 74,477 $4.31M 0.04% +5,251 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,444 shares; 2025Q1: 6,077 shares; 2025Q2: 9,522 shares; 2025Q3: 9,552 shares; 2025Q4: 9,552 shares 9,552 $4.26M 0.04% 0 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: 66,911 shares; 2024Q4: 457,535 shares; 2025Q1: 459,974 shares; 2025Q2: 329,196 shares; 2025Q3: 32,391 shares; 2025Q4: 91,190 shares 91,190 $4.24M 0.04% +58,799 Timeline BUFQ 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: 75,838 shares; 2024Q4: 83,676 shares; 2025Q1: 85,446 shares; 2025Q2: 90,493 shares; 2025Q3: 96,323 shares; 2025Q4: 117,236 shares 117,236 $4.2M 0.04% +20,913 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 12,518 shares; 2025Q1: 14,312 shares; 2025Q2: 17,008 shares; 2025Q3: 14,328 shares; 2025Q4: 14,284 shares 14,284 $4.19M 0.04% -44 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: 3,560 shares; 2024Q4: 3,936 shares; 2025Q1: 5,089 shares; 2025Q2: 5,206 shares; 2025Q3: 5,358 shares; 2025Q4: 5,498 shares 5,498 $4.14M 0.04% +140 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,634 shares; 2024Q4: 78,287 shares; 2025Q1: 185,506 shares; 2025Q2: 236,682 shares; 2025Q3: 264,714 shares; 2025Q4: 294,552 shares 294,552 $4.13M 0.04% +29,838 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,841 shares; 2024Q4: 122,394 shares; 2025Q1: 137,938 shares; 2025Q2: 151,398 shares; 2025Q3: 174,379 shares; 2025Q4: 175,360 shares 175,360 $4.04M 0.03% +981 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: 6,037 shares; 2024Q4: 14,160 shares; 2025Q1: 16,301 shares; 2025Q2: 14,853 shares; 2025Q3: 13,498 shares; 2025Q4: 13,833 shares 13,833 $3.99M 0.03% +335 Timeline IEV 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: 62,318 shares; 2024Q4: 60,763 shares; 2025Q1: 57,229 shares; 2025Q2: 57,939 shares; 2025Q3: 57,924 shares; 2025Q4: 58,080 shares 58,080 $3.98M 0.03% +156 Timeline FJUN 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: 80,714 shares; 2024Q4: 75,507 shares; 2025Q1: 74,783 shares; 2025Q2: 71,907 shares; 2025Q3: 69,451 shares; 2025Q4: 68,846 shares 68,846 $3.93M 0.03% -605 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: 13,185 shares; 2024Q4: 18,356 shares; 2025Q1: 31,674 shares; 2025Q2: 41,850 shares; 2025Q3: 46,869 shares; 2025Q4: 46,321 shares 46,321 $3.9M 0.03% -548 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,577 shares 94,577 $3.9M 0.03% new 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: 57,657 shares; 2024Q4: 133,573 shares; 2025Q1: 167,442 shares; 2025Q2: 162,134 shares; 2025Q3: 159,798 shares; 2025Q4: 160,169 shares 160,169 $3.85M 0.03% +371 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 29,769 shares; 2025Q1: 33,428 shares; 2025Q2: 34,935 shares; 2025Q3: 34,941 shares; 2025Q4: 49,582 shares 49,582 $3.84M 0.03% +14,641 Timeline ISCV 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: 17,329 shares; 2025Q3: 51,082 shares; 2025Q4: 55,773 shares 55,773 $3.82M 0.03% +4,691 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,006 shares; 2024Q4: 23,533 shares; 2025Q1: 25,558 shares; 2025Q2: 27,653 shares; 2025Q3: 28,317 shares; 2025Q4: 8,580 shares 8,580 $3.82M 0.03% -19,737 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: 99,660 shares; 2024Q4: 223,203 shares; 2025Q1: 195,590 shares; 2025Q2: 193,445 shares; 2025Q3: 163,146 shares; 2025Q4: 152,204 shares 152,204 $3.79M 0.03% -10,942 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 9,539 shares; 2025Q1: 5,888 shares; 2025Q2: 5,517 shares; 2025Q3: 9,848 shares; 2025Q4: 41,976 shares 41,976 $3.75M 0.03% +32,128 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: 247,889 shares 247,889 $3.72M 0.03% new Timeline XOCT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,264 shares 98,264 $3.71M 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: 45,294 shares; 2025Q3: 52,731 shares; 2025Q4: 74,892 shares 74,892 $3.71M 0.03% +22,161 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,548 shares 55,548 $3.64M 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 266 shares; 2025Q1: 532 shares; 2025Q2: 893 shares; 2025Q3: 1,107 shares; 2025Q4: 1,072 shares 1,072 $3.64M 0.03% -35 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,567 shares; 2024Q4: 32,178 shares; 2025Q1: 30,205 shares; 2025Q2: 28,320 shares; 2025Q3: 26,396 shares; 2025Q4: 24,275 shares 24,275 $3.59M 0.03% -2,121 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: 14,537 shares; 2024Q4: 18,911 shares; 2025Q1: 20,020 shares; 2025Q2: 21,978 shares; 2025Q3: 21,737 shares; 2025Q4: 71,949 shares 71,949 $3.57M 0.03% +50,212 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 92,139 shares; 2025Q1: 109,928 shares; 2025Q2: 40,821 shares; 2025Q3: 42,162 shares; 2025Q4: 33,982 shares 33,982 $3.57M 0.03% -8,180 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: 21,738 shares; 2024Q4: 287,206 shares; 2025Q1: 311,859 shares; 2025Q2: 65,551 shares; 2025Q3: 61,474 shares; 2025Q4: 65,893 shares 65,893 $3.55M 0.03% +4,419 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,479 shares; 2024Q4: 82,318 shares; 2025Q1: 82,086 shares; 2025Q2: 78,704 shares; 2025Q3: 77,991 shares; 2025Q4: 78,550 shares 78,550 $3.55M 0.03% +559 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: 21,443 shares; 2024Q4: 29,113 shares; 2025Q1: 32,871 shares; 2025Q2: 35,226 shares; 2025Q3: 35,479 shares; 2025Q4: 13,522 shares 13,522 $3.48M 0.03% -21,957 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,026 shares; 2025Q1: 23,236 shares; 2025Q2: 33,613 shares; 2025Q3: 33,103 shares; 2025Q4: 33,250 shares 33,250 $3.41M 0.03% +147 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,770 shares; 2024Q4: 38,343 shares; 2025Q1: 37,406 shares; 2025Q2: 37,002 shares; 2025Q3: 35,661 shares; 2025Q4: 37,427 shares 37,427 $3.4M 0.03% +1,766 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 65,304 shares; 2025Q1: 68,163 shares; 2025Q2: 53,064 shares; 2025Q3: 42,178 shares; 2025Q4: 40,370 shares 40,370 $3.38M 0.03% -1,808 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: 9,416 shares; 2024Q4: 11,592 shares; 2025Q1: 13,494 shares; 2025Q2: 15,605 shares; 2025Q3: 15,508 shares; 2025Q4: 15,370 shares 15,370 $3.38M 0.03% -138 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,245 shares; 2024Q4: 131,476 shares; 2025Q1: 122,624 shares; 2025Q2: 121,548 shares; 2025Q3: 120,223 shares; 2025Q4: 118,494 shares 118,494 $3.37M 0.03% -1,729 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: 27,872 shares; 2024Q4: 28,685 shares; 2025Q1: 31,566 shares; 2025Q2: 32,759 shares; 2025Q3: 33,780 shares; 2025Q4: 35,997 shares 35,997 $3.35M 0.03% +2,217 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 43,641 shares; 2025Q3: 102,484 shares; 2025Q4: 129,772 shares 129,772 $3.33M 0.03% +27,288 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 15,030 shares; 2025Q1: 18,670 shares; 2025Q2: 17,275 shares; 2025Q3: 15,656 shares; 2025Q4: 13,369 shares 13,369 $3.3M 0.03% -2,287 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: 18,222 shares; 2024Q4: 41,552 shares; 2025Q1: 27,891 shares; 2025Q2: 33,913 shares; 2025Q3: 34,570 shares; 2025Q4: 34,525 shares 34,525 $3.23M 0.03% -45 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: 11,494 shares; 2024Q4: 13,815 shares; 2025Q1: 16,396 shares; 2025Q2: 17,344 shares; 2025Q3: 15,821 shares; 2025Q4: 16,787 shares 16,787 $3.21M 0.03% +966 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 35,992 shares; 2025Q1: 34,931 shares; 2025Q2: 33,843 shares; 2025Q3: 33,668 shares; 2025Q4: 33,464 shares 33,464 $3.18M 0.03% -204 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: 27,871 shares; 2024Q4: 33,742 shares; 2025Q1: 37,680 shares; 2025Q2: 36,492 shares; 2025Q3: 39,096 shares; 2025Q4: 52,710 shares 52,710 $3.07M 0.03% +13,614 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: 2,796 shares; 2024Q4: 3,221 shares; 2025Q1: 3,742 shares; 2025Q2: 3,924 shares; 2025Q3: 3,676 shares; 2025Q4: 4,664 shares 4,664 $3.05M 0.03% +988 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: 11,649 shares; 2024Q4: 40,985 shares; 2025Q1: 40,199 shares; 2025Q2: 40,810 shares; 2025Q3: 40,447 shares; 2025Q4: 41,083 shares 41,083 $3.03M 0.03% +636 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: 20,409 shares; 2024Q4: 19,123 shares; 2025Q1: 19,339 shares; 2025Q2: 18,817 shares; 2025Q3: 16,206 shares; 2025Q4: 17,012 shares 17,012 $3.02M 0.03% +806 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: 5,824 shares; 2024Q4: 27,082 shares; 2025Q1: 23,966 shares; 2025Q2: 21,405 shares; 2025Q3: 30,042 shares; 2025Q4: 31,527 shares 31,527 $3M 0.03% +1,485 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: 24,582 shares; 2024Q4: 31,260 shares; 2025Q1: 31,279 shares; 2025Q2: 31,128 shares; 2025Q3: 60,951 shares; 2025Q4: 60,734 shares 60,734 $2.99M 0.03% -217 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,231 shares; 2024Q4: 13,091 shares; 2025Q1: 11,625 shares; 2025Q2: 11,614 shares; 2025Q3: 11,687 shares; 2025Q4: 11,892 shares 11,892 $2.99M 0.03% +205 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,238 shares; 2025Q1: 37,611 shares; 2025Q2: 48,089 shares; 2025Q3: 47,183 shares; 2025Q4: 46,781 shares 46,781 $2.97M 0.03% -402 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: not reported; 2025Q1: 962,414 shares; 2025Q2: 542,812 shares; 2025Q3: 576,714 shares; 2025Q4: 59,636 shares 59,636 $2.97M 0.03% -517,078 Timeline DDEC 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: 65,300 shares; 2024Q4: 65,300 shares; 2025Q1: 65,300 shares; 2025Q2: 65,300 shares; 2025Q3: 65,300 shares; 2025Q4: 65,300 shares 65,300 $2.94M 0.03% 0 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: 31,169 shares; 2024Q4: 35,376 shares; 2025Q1: 44,207 shares; 2025Q2: 55,281 shares; 2025Q3: 60,715 shares; 2025Q4: 62,690 shares 62,690 $2.94M 0.02% +1,975 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,354 shares; 2024Q4: 28,172 shares; 2025Q1: 26,282 shares; 2025Q2: 26,200 shares; 2025Q3: 26,171 shares; 2025Q4: 26,439 shares 26,439 $2.92M 0.02% +268 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,090 shares; 2024Q4: 193,799 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 48,818 shares; 2025Q4: 56,786 shares 56,786 $2.89M 0.02% +7,968 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 57,617 shares; 2025Q1: 61,458 shares; 2025Q2: 64,841 shares; 2025Q3: 56,476 shares; 2025Q4: 56,698 shares 56,698 $2.84M 0.02% +222 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,075 shares; 2024Q4: 96,672 shares; 2025Q1: 95,628 shares; 2025Q2: 94,182 shares; 2025Q3: 92,893 shares; 2025Q4: 93,006 shares 93,006 $2.8M 0.02% +113 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 240 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 1,327 shares; 2025Q4: 1,302 shares 1,302 $2.79M 0.02% -25 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 8,830 shares; 2025Q1: 8,553 shares; 2025Q2: 8,547 shares; 2025Q3: 9,376 shares; 2025Q4: 8,838 shares 8,838 $2.78M 0.02% -538 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: 46,390 shares; 2024Q4: 86,503 shares; 2025Q1: 86,518 shares; 2025Q2: 87,546 shares; 2025Q3: 77,946 shares; 2025Q4: 67,931 shares 67,931 $2.77M 0.02% -10,015 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,667 shares; 2024Q4: 43,854 shares; 2025Q1: 71,503 shares; 2025Q2: 31,241 shares; 2025Q3: 34,817 shares; 2025Q4: 26,907 shares 26,907 $2.76M 0.02% -7,910 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,452 shares; 2024Q4: 288,113 shares; 2025Q1: 376,598 shares; 2025Q2: 37,000 shares; 2025Q3: 37,514 shares; 2025Q4: 50,034 shares 50,034 $2.74M 0.02% +12,520 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 27,481 shares; 2025Q1: 19,659 shares; 2025Q2: 20,958 shares; 2025Q3: 21,220 shares; 2025Q4: 26,084 shares 26,084 $2.7M 0.02% +4,864 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,188 shares; 2025Q1: 2,922 shares; 2025Q2: 2,712 shares; 2025Q3: 6,880 shares; 2025Q4: 6,839 shares 6,839 $2.66M 0.02% -41 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: 5,253 shares; 2024Q4: 11,383 shares; 2025Q1: 8,359 shares; 2025Q2: 6,619 shares; 2025Q3: 84,108 shares; 2025Q4: 18,410 shares 18,410 $2.65M 0.02% -65,698 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 47,841 shares; 2025Q1: 58,547 shares; 2025Q2: 44,918 shares; 2025Q3: 35,562 shares; 2025Q4: 32,840 shares 32,840 $2.65M 0.02% -2,722 Timeline SCHK 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: 36,891 shares; 2024Q4: 78,832 shares; 2025Q1: 75,700 shares; 2025Q2: 76,840 shares; 2025Q3: 75,125 shares; 2025Q4: 79,895 shares 79,895 $2.62M 0.02% +4,770 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: 48,115 shares; 2024Q4: 80,581 shares; 2025Q1: 52,272 shares; 2025Q2: 64,767 shares; 2025Q3: 62,680 shares; 2025Q4: 69,779 shares 69,779 $2.57M 0.02% +7,099 Timeline FFEB 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: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 5,938 shares; 2025Q4: 45,230 shares 45,230 $2.56M 0.02% +39,292 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,544 shares; 2024Q4: 55,263 shares; 2025Q1: 54,385 shares; 2025Q2: 54,401 shares; 2025Q3: 54,539 shares; 2025Q4: 54,816 shares 54,816 $2.55M 0.02% +277 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,214 shares; 2024Q4: 166,110 shares; 2025Q1: 166,110 shares; 2025Q2: 166,110 shares; 2025Q3: 166,110 shares; 2025Q4: 165,727 shares 165,727 $2.54M 0.02% -383 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,202 shares; 2025Q2: 6,191 shares; 2025Q3: 6,223 shares; 2025Q4: 6,144 shares 6,144 $2.47M 0.02% -79 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,373 shares; 2024Q4: 61,966 shares; 2025Q1: 61,671 shares; 2025Q2: 61,102 shares; 2025Q3: 61,175 shares; 2025Q4: 61,329 shares 61,329 $2.47M 0.02% +154 Timeline VIGI 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: 28,389 shares; 2024Q4: 29,142 shares; 2025Q1: 27,593 shares; 2025Q2: 27,602 shares; 2025Q3: 25,968 shares; 2025Q4: 26,962 shares 26,962 $2.47M 0.02% +994 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 28,179 shares; 2025Q1: 30,363 shares; 2025Q2: 31,963 shares; 2025Q3: 26,431 shares; 2025Q4: 24,955 shares 24,955 $2.4M 0.02% -1,476 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: 638 shares; 2024Q4: 2,143 shares; 2025Q1: 2,455 shares; 2025Q2: 2,682 shares; 2025Q3: 2,272 shares; 2025Q4: 2,197 shares 2,197 $2.35M 0.02% -75 Timeline RSPG 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: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 23,169 shares; 2025Q3: 26,402 shares; 2025Q4: 29,483 shares 29,483 $2.35M 0.02% +3,081 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: 1,146 shares; 2024Q4: 19,879 shares; 2025Q1: 21,197 shares; 2025Q2: 25,251 shares; 2025Q3: 12,610 shares; 2025Q4: 22,928 shares 22,928 $2.3M 0.02% +10,318 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,582 shares; 2024Q4: 278,692 shares; 2025Q1: 152,001 shares; 2025Q2: 166,821 shares; 2025Q3: 192,181 shares; 2025Q4: 193,021 shares 193,021 $2.27M 0.02% +840 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,686 shares; 2025Q1: 24,314 shares; 2025Q2: 23,810 shares; 2025Q3: 23,416 shares; 2025Q4: 23,191 shares 23,191 $2.27M 0.02% -225 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,515 shares; 2024Q4: 230,742 shares; 2025Q1: 231,115 shares; 2025Q2: 237,377 shares; 2025Q3: 249,124 shares; 2025Q4: 249,671 shares 249,671 $2.24M 0.02% +547 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: 8,793 shares; 2024Q4: 16,112 shares; 2025Q1: 18,425 shares; 2025Q2: 19,189 shares; 2025Q3: 16,534 shares; 2025Q4: 16,888 shares 16,888 $2.24M 0.02% +354 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: 4,532 shares; 2024Q4: 6,643 shares; 2025Q1: 13,062 shares; 2025Q2: 17,748 shares; 2025Q3: 20,793 shares; 2025Q4: 17,807 shares 17,807 $2.24M 0.02% -2,986 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: 10,114 shares; 2024Q4: 10,902 shares; 2025Q1: 10,970 shares; 2025Q2: 10,363 shares; 2025Q3: 10,318 shares; 2025Q4: 10,537 shares 10,537 $2.23M 0.02% +219 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,659 shares; 2025Q1: 5,658 shares; 2025Q2: 5,662 shares; 2025Q3: 5,659 shares; 2025Q4: 5,719 shares 5,719 $2.21M 0.02% +60 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 8,777 shares; 2025Q1: 10,261 shares; 2025Q2: 9,577 shares; 2025Q3: 9,008 shares; 2025Q4: 9,097 shares 9,097 $2.21M 0.02% +89 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 16,026 shares; 2025Q1: 16,398 shares; 2025Q2: 16,156 shares; 2025Q3: 15,290 shares; 2025Q4: 15,936 shares 15,936 $2.2M 0.02% +646 Timeline IGRO 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: 19,151 shares; 2024Q4: 27,462 shares; 2025Q1: 27,702 shares; 2025Q2: 26,871 shares; 2025Q3: 24,347 shares; 2025Q4: 26,465 shares 26,465 $2.19M 0.02% +2,118 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 5,217 shares; 2025Q1: 5,575 shares; 2025Q2: 7,041 shares; 2025Q3: 8,354 shares; 2025Q4: 8,014 shares 8,014 $2.19M 0.02% -340 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: 4,996 shares; 2024Q4: 11,922 shares; 2025Q1: 21,396 shares; 2025Q2: 26,030 shares; 2025Q3: 26,807 shares; 2025Q4: 28,400 shares 28,400 $2.18M 0.02% +1,593 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,710 shares; 2024Q4: 56,140 shares; 2025Q1: 55,717 shares; 2025Q2: 58,351 shares; 2025Q3: 60,580 shares; 2025Q4: 64,692 shares 64,692 $2.14M 0.02% +4,112 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,253 shares 83,253 $2.14M 0.02% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,913 shares; 2024Q4: 71,175 shares; 2025Q1: 71,680 shares; 2025Q2: 71,782 shares; 2025Q3: 72,517 shares; 2025Q4: 72,188 shares 72,188 $2.13M 0.02% -329 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,820 shares; 2025Q1: 5,919 shares; 2025Q2: 6,985 shares; 2025Q3: 6,570 shares; 2025Q4: 7,323 shares 7,323 $2.12M 0.02% +753 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,125 shares; 2025Q1: 2,942 shares; 2025Q2: 3,035 shares; 2025Q3: 3,245 shares; 2025Q4: 9,993 shares 9,993 $2.05M 0.02% +6,748 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 4,335 shares; 2025Q2: 8,814 shares; 2025Q3: 11,842 shares; 2025Q4: 11,131 shares 11,131 $2.05M 0.02% -711 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: 43,098 shares; 2024Q4: 42,530 shares; 2025Q1: 42,539 shares; 2025Q2: 46,499 shares; 2025Q3: 41,596 shares; 2025Q4: 47,128 shares 47,128 $2.04M 0.02% +5,532 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: 6,059 shares; 2024Q4: 9,004 shares; 2025Q1: 11,016 shares; 2025Q2: 11,213 shares; 2025Q3: 12,328 shares; 2025Q4: 12,646 shares 12,646 $2.04M 0.02% +318 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 7,096 shares; 2025Q1: 7,372 shares; 2025Q2: 7,490 shares; 2025Q3: 3,400 shares; 2025Q4: 7,128 shares 7,128 $2.03M 0.02% +3,728 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: 4,947 shares; 2024Q4: 5,994 shares; 2025Q1: 7,323 shares; 2025Q2: 8,642 shares; 2025Q3: 8,846 shares; 2025Q4: 9,418 shares 9,418 $2M 0.02% +572 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 69,542 shares 69,542 $1.99M 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 13,724 shares; 2025Q1: 14,651 shares; 2025Q2: 14,766 shares; 2025Q3: 11,857 shares; 2025Q4: 10,235 shares 10,235 $1.99M 0.02% -1,622 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991,709 shares; 2024Q4: 98,828 shares; 2025Q1: 94,956 shares; 2025Q2: 95,927 shares; 2025Q3: 94,435 shares; 2025Q4: 100,612 shares 100,612 $1.97M 0.02% +6,177 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: 2,335 shares; 2024Q4: 23,412 shares; 2025Q1: 30,336 shares; 2025Q2: 24,856 shares; 2025Q3: 20,718 shares; 2025Q4: 20,351 shares 20,351 $1.96M 0.02% -367 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: 10,871 shares; 2025Q1: 12,470 shares; 2025Q2: 15,231 shares; 2025Q3: 14,663 shares; 2025Q4: 14,909 shares 14,909 $1.95M 0.02% +246 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 6,265 shares; 2025Q1: 6,290 shares; 2025Q2: 6,521 shares; 2025Q3: 6,515 shares; 2025Q4: 6,464 shares 6,464 $1.95M 0.02% -51 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,279 shares; 2024Q4: 17,690 shares; 2025Q1: 21,986 shares; 2025Q2: 26,252 shares; 2025Q3: 26,681 shares; 2025Q4: 24,582 shares 24,582 $1.94M 0.02% -2,099 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: 2,527 shares; 2024Q4: 4,286 shares; 2025Q1: 4,318 shares; 2025Q2: 3,543 shares; 2025Q3: 5,227 shares; 2025Q4: 5,473 shares 5,473 $1.93M 0.02% +246 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: 3,642 shares; 2024Q4: 6,256 shares; 2025Q1: 8,462 shares; 2025Q2: 7,543 shares; 2025Q3: 9,233 shares; 2025Q4: 9,670 shares 9,670 $1.93M 0.02% +437 Timeline FBCG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,151 shares 35,151 $1.93M 0.02% new 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: 8,146 shares; 2024Q4: 11,994 shares; 2025Q1: 7,412 shares; 2025Q2: 7,935 shares; 2025Q3: 8,866 shares; 2025Q4: 8,795 shares 8,795 $1.91M 0.02% -71 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 10,555 shares; 2025Q1: 10,176 shares; 2025Q2: 12,614 shares; 2025Q3: 10,918 shares; 2025Q4: 11,729 shares 11,729 $1.91M 0.02% +811 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: 48,188 shares; 2024Q4: 47,634 shares; 2025Q1: 32,093 shares; 2025Q2: 31,910 shares; 2025Q3: 31,938 shares; 2025Q4: 32,150 shares 32,150 $1.91M 0.02% +212 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: 1,218 shares; 2024Q4: 2,647 shares; 2025Q1: 3,699 shares; 2025Q2: 5,620 shares; 2025Q3: 6,634 shares; 2025Q4: 5,519 shares 5,519 $1.86M 0.02% -1,115 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,177 shares; 2024Q4: 13,597 shares; 2025Q1: 13,651 shares; 2025Q2: 13,834 shares; 2025Q3: 13,254 shares; 2025Q4: 13,313 shares 13,313 $1.86M 0.02% +59 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 11,094 shares; 2025Q1: 12,657 shares; 2025Q2: 12,777 shares; 2025Q3: 14,365 shares; 2025Q4: 13,333 shares 13,333 $1.86M 0.02% -1,032 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 404 shares; 2025Q1: 278 shares; 2025Q2: 338 shares; 2025Q3: 330 shares; 2025Q4: 346 shares 346 $1.85M 0.02% +16 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: 30,195 shares; 2024Q4: 26,122 shares; 2025Q1: 23,813 shares; 2025Q2: 23,184 shares; 2025Q3: 22,674 shares; 2025Q4: 21,781 shares 21,781 $1.84M 0.02% -893 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: 67,634 shares; 2024Q4: 69,378 shares; 2025Q1: 68,092 shares; 2025Q2: 66,664 shares; 2025Q3: 52,346 shares; 2025Q4: 67,901 shares 67,901 $1.84M 0.02% +15,555 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,927 shares; 2024Q4: 24,862 shares; 2025Q1: 13,234 shares; 2025Q2: 11,963 shares; 2025Q3: 11,606 shares; 2025Q4: 17,216 shares 17,216 $1.84M 0.02% +5,610 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: 6,516 shares; 2024Q4: 7,078 shares; 2025Q1: 105,903 shares; 2025Q2: 96,068 shares; 2025Q3: 7,574 shares; 2025Q4: 7,974 shares 7,974 $1.83M 0.02% +400 Timeline LCTU 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: 34,240 shares; 2024Q4: 25,129 shares; 2025Q1: 24,534 shares; 2025Q2: 24,413 shares; 2025Q3: 24,395 shares; 2025Q4: 24,379 shares 24,379 $1.81M 0.02% -16 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 17,132 shares; 2025Q1: 16,230 shares; 2025Q2: 13,676 shares; 2025Q3: 13,760 shares; 2025Q4: 13,949 shares 13,949 $1.8M 0.02% +189 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: 21,718 shares; 2024Q4: 24,717 shares; 2025Q1: 4,631 shares; 2025Q2: 7,390 shares; 2025Q3: 5,976 shares; 2025Q4: 5,127 shares 5,127 $1.79M 0.02% -849 Timeline EQWL 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 861 shares; 2025Q3: 1,915 shares; 2025Q4: 15,163 shares 15,163 $1.79M 0.02% +13,248 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: 4,806 shares; 2024Q4: 13,778 shares; 2025Q1: 17,207 shares; 2025Q2: 21,947 shares; 2025Q3: 25,070 shares; 2025Q4: 24,183 shares 24,183 $1.78M 0.02% -887 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,216 shares 27,216 $1.78M 0.02% new 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: 7,440 shares; 2024Q4: 11,516 shares; 2025Q1: 13,542 shares; 2025Q2: 15,468 shares; 2025Q3: 14,425 shares; 2025Q4: 15,627 shares 15,627 $1.75M 0.01% +1,202 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: 801 shares; 2024Q4: 867 shares; 2025Q1: 1,790 shares; 2025Q2: 2,199 shares; 2025Q3: 1,355 shares; 2025Q4: 1,440 shares 1,440 $1.75M 0.01% +85 Timeline PAVE 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: 3,381 shares; 2024Q4: 194,810 shares; 2025Q1: 2,805 shares; 2025Q2: 3,164 shares; 2025Q3: 3,033 shares; 2025Q4: 36,563 shares 36,563 $1.75M 0.01% +33,530 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,212 shares; 2025Q1: 2,401 shares; 2025Q2: 9,395 shares; 2025Q3: 11,251 shares; 2025Q4: 13,131 shares 13,131 $1.74M 0.01% +1,880 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 75 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 44,100 shares 44,100 $1.74M 0.01% +44,000 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,492 shares; 2024Q4: 1,693,856 shares; 2025Q1: 1,885,496 shares; 2025Q2: 205,329 shares; 2025Q3: 83,922 shares; 2025Q4: 84,099 shares 84,099 $1.73M 0.01% +177 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: 11,491 shares; 2024Q4: 11,367 shares; 2025Q1: 12,021 shares; 2025Q2: 11,852 shares; 2025Q3: 12,636 shares; 2025Q4: 12,021 shares 12,021 $1.7M 0.01% -615 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 6,950 shares; 2025Q1: 8,181 shares; 2025Q2: 6,919 shares; 2025Q3: 6,932 shares; 2025Q4: 6,881 shares 6,881 $1.69M 0.01% -51 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,808 shares; 2024Q4: 212,493 shares; 2025Q1: 215,052 shares; 2025Q2: 217,910 shares; 2025Q3: 199,067 shares; 2025Q4: 201,751 shares 201,751 $1.69M 0.01% +2,684 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,776 shares; 2024Q4: 26,777 shares; 2025Q1: 26,777 shares; 2025Q2: 26,577 shares; 2025Q3: 26,377 shares; 2025Q4: 26,377 shares 26,377 $1.68M 0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 9,851 shares; 2025Q1: 21,964 shares; 2025Q2: 22,103 shares; 2025Q3: 32,250 shares; 2025Q4: 33,230 shares 33,230 $1.68M 0.01% +980 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: 3,727 shares; 2024Q4: 9,459 shares; 2025Q1: 12,596 shares; 2025Q2: 15,193 shares; 2025Q3: 11,445 shares; 2025Q4: 18,169 shares 18,169 $1.68M 0.01% +6,724 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: 724 shares; 2024Q4: 2,249 shares; 2025Q1: 2,160 shares; 2025Q2: 2,175 shares; 2025Q3: 2,586 shares; 2025Q4: 4,639 shares 4,639 $1.67M 0.01% +2,053 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: 10,978 shares; 2024Q4: 11,786 shares; 2025Q1: 12,260 shares; 2025Q2: 11,505 shares; 2025Q3: 11,602 shares; 2025Q4: 27,978 shares 27,978 $1.67M 0.01% +16,376 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,821 shares; 2025Q1: 11,817 shares; 2025Q2: 11,817 shares; 2025Q3: 11,817 shares; 2025Q4: 11,817 shares 11,817 $1.65M 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,462 shares; 2024Q4: 55,810 shares; 2025Q1: 50,535 shares; 2025Q2: 51,228 shares; 2025Q3: 50,980 shares; 2025Q4: 50,087 shares 50,087 $1.64M 0.01% -893 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,738 shares; 2024Q4: 37,489 shares; 2025Q1: 44,552 shares; 2025Q2: 35,488 shares; 2025Q3: 27,233 shares; 2025Q4: 16,677 shares 16,677 $1.63M 0.01% -10,556 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,941 shares; 2024Q4: 74,503 shares; 2025Q1: 77,797 shares; 2025Q2: 78,609 shares; 2025Q3: 77,732 shares; 2025Q4: 82,227 shares 82,227 $1.62M 0.01% +4,495 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 2,086 shares; 2025Q1: 2,243 shares; 2025Q2: 3,036 shares; 2025Q3: 2,552 shares; 2025Q4: 2,605 shares 2,605 $1.62M 0.01% +53 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: 10,728 shares; 2024Q4: 13,144 shares; 2025Q1: 14,768 shares; 2025Q2: 14,330 shares; 2025Q3: 14,922 shares; 2025Q4: 16,187 shares 16,187 $1.62M 0.01% +1,265 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 26,298 shares; 2025Q1: 24,840 shares; 2025Q2: 28,911 shares; 2025Q3: 23,474 shares; 2025Q4: 26,634 shares 26,634 $1.6M 0.01% +3,160 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 14,292 shares; 2025Q1: 15,878 shares; 2025Q2: 15,325 shares; 2025Q3: 15,479 shares; 2025Q4: 15,368 shares 15,368 $1.6M 0.01% -111 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 6,926 shares; 2025Q1: 6,627 shares; 2025Q2: 7,002 shares; 2025Q3: 10,172 shares; 2025Q4: 32,065 shares 32,065 $1.59M 0.01% +21,893 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: 10,129 shares; 2024Q4: 13,717 shares; 2025Q1: 13,306 shares; 2025Q2: 18,828 shares; 2025Q3: 14,544 shares; 2025Q4: 15,886 shares 15,886 $1.58M 0.01% +1,342 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,944 shares; 2025Q1: 5,486 shares; 2025Q2: 5,416 shares; 2025Q3: 4,904 shares; 2025Q4: 4,923 shares 4,923 $1.57M 0.01% +19 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,466 shares; 2025Q1: 9,011 shares; 2025Q2: 9,099 shares; 2025Q3: 9,545 shares; 2025Q4: 9,871 shares 9,871 $1.52M 0.01% +326 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 5,067 shares; 2025Q1: 15,502 shares; 2025Q2: 35,333 shares; 2025Q3: 34,859 shares; 2025Q4: 34,197 shares 34,197 $1.51M 0.01% -662 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 27,228 shares; 2025Q1: 2,990 shares; 2025Q2: 3,068 shares; 2025Q3: 3,061 shares; 2025Q4: 3,231 shares 3,231 $1.51M 0.01% +170 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,857 shares; 2025Q1: 1,492 shares; 2025Q2: 2,441 shares; 2025Q3: 4,889 shares; 2025Q4: 5,480 shares 5,480 $1.51M 0.01% +591 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: 3,304 shares; 2024Q4: 13,589 shares; 2025Q1: 18,158 shares; 2025Q2: 18,007 shares; 2025Q3: 18,523 shares; 2025Q4: 14,864 shares 14,864 $1.5M 0.01% -3,659 Timeline BUFG 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: 70,027 shares; 2024Q4: 66,059 shares; 2025Q1: 62,148 shares; 2025Q2: 60,315 shares; 2025Q3: 55,263 shares; 2025Q4: 54,413 shares 54,413 $1.5M 0.01% -850 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 11,213 shares; 2025Q1: 10,614 shares; 2025Q2: 10,299 shares; 2025Q3: 10,804 shares; 2025Q4: 15,171 shares 15,171 $1.49M 0.01% +4,367 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,743 shares; 2025Q1: 1,649 shares; 2025Q2: 1,663 shares; 2025Q3: 1,810 shares; 2025Q4: 1,835 shares 1,835 $1.48M 0.01% +25 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: 8,309 shares; 2024Q4: 11,151 shares; 2025Q1: 12,718 shares; 2025Q2: 12,485 shares; 2025Q3: 11,168 shares; 2025Q4: 12,793 shares 12,793 $1.48M 0.01% +1,625 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,522 shares; 2024Q4: 72,282 shares; 2025Q1: 42,173 shares; 2025Q2: 43,669 shares; 2025Q3: 44,670 shares; 2025Q4: 53,553 shares 53,553 $1.47M 0.01% +8,883 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 shares; 2024Q4: 10,146 shares; 2025Q1: 18,718 shares; 2025Q2: 16,215 shares; 2025Q3: 12,531 shares; 2025Q4: 12,311 shares 12,311 $1.47M 0.01% -220 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,894 shares; 2024Q4: 55,119 shares; 2025Q1: 56,272 shares; 2025Q2: 60,907 shares; 2025Q3: 61,310 shares; 2025Q4: 61,684 shares 61,684 $1.46M 0.01% +374 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,462 shares; 2024Q4: 56,919 shares; 2025Q1: 55,955 shares; 2025Q2: 34,317 shares; 2025Q3: 34,035 shares; 2025Q4: 33,992 shares 33,992 $1.44M 0.01% -43 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: 9,319 shares; 2024Q4: 12,570 shares; 2025Q1: 19,393 shares; 2025Q2: 20,235 shares; 2025Q3: 21,835 shares; 2025Q4: 24,094 shares 24,094 $1.41M 0.01% +2,259 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: not reported; 2024Q4: 11,811 shares; 2025Q1: 19,464 shares; 2025Q2: 34,614 shares; 2025Q3: 40,260 shares; 2025Q4: 39,804 shares 39,804 $1.39M 0.01% -456 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: 6,665 shares; 2024Q4: 8,262 shares; 2025Q1: 8,542 shares; 2025Q2: 11,405 shares; 2025Q3: 11,492 shares; 2025Q4: 11,998 shares 11,998 $1.39M 0.01% +506 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: 11,294 shares; 2024Q4: 22,619 shares; 2025Q1: 23,676 shares; 2025Q2: 27,887 shares; 2025Q3: 23,918 shares; 2025Q4: 21,802 shares 21,802 $1.39M 0.01% -2,116 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 8,275 shares; 2025Q1: 9,384 shares; 2025Q2: 9,859 shares; 2025Q3: 9,687 shares; 2025Q4: 15,656 shares 15,656 $1.39M 0.01% +5,969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,806 shares 26,806 $1.38M 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,979 shares; 2024Q4: 14,552 shares; 2025Q1: 13,270 shares; 2025Q2: 12,918 shares; 2025Q3: 20,202 shares; 2025Q4: 19,339 shares 19,339 $1.38M 0.01% -863 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 8,751 shares; 2025Q1: 10,095 shares; 2025Q2: 9,490 shares; 2025Q3: 9,407 shares; 2025Q4: 9,577 shares 9,577 $1.37M 0.01% +170 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: 59,170 shares; 2024Q4: 25,928 shares; 2025Q1: 23,741 shares; 2025Q2: 23,687 shares; 2025Q3: 22,892 shares; 2025Q4: 28,376 shares 28,376 $1.37M 0.01% +5,484 Timeline