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: 1,847,742 shares; 2024Q4: 1,851,218 shares; 2025Q1: 1,799,132 shares; 2025Q2: 1,840,341 shares; 2025Q3: 1,955,277 shares; 2025Q4: 1,903,945 shares 1,903,945 $1.19B 3.16% -51,332 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: 4,514,910 shares; 2024Q4: 4,375,474 shares; 2025Q1: 4,338,721 shares; 2025Q2: 4,312,995 shares; 2025Q3: 4,394,125 shares; 2025Q4: 4,377,705 shares 4,377,705 $1.19B 3.15% -16,420 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: 5,641,567 shares; 2024Q4: 5,731,450 shares; 2025Q1: 5,566,705 shares; 2025Q2: 5,533,945 shares; 2025Q3: 5,533,571 shares; 2025Q4: 5,506,589 shares 5,506,589 $1.03B 2.71% -26,982 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278,075 shares; 2024Q4: 1,328,813 shares; 2025Q1: 1,342,830 shares; 2025Q2: 1,322,019 shares; 2025Q3: 1,340,065 shares; 2025Q4: 1,320,608 shares 1,320,608 $811M 2.14% -19,457 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: 1,891,850 shares; 2024Q4: 1,981,655 shares; 2025Q1: 2,007,919 shares; 2025Q2: 2,040,362 shares; 2025Q3: 2,106,871 shares; 2025Q4: 2,079,849 shares 2,079,849 $697M 1.84% -27,022 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: 1,045,278 shares; 2024Q4: 1,048,044 shares; 2025Q1: 1,029,935 shares; 2025Q2: 997,173 shares; 2025Q3: 1,007,977 shares; 2025Q4: 997,615 shares 997,615 $683M 1.81% -10,362 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: 1,203,134 shares; 2024Q4: 1,186,757 shares; 2025Q1: 1,190,110 shares; 2025Q2: 1,179,991 shares; 2025Q3: 1,216,192 shares; 2025Q4: 1,234,002 shares 1,234,002 $597M 1.58% +17,810 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: 2,354,746 shares; 2024Q4: 2,359,789 shares; 2025Q1: 2,311,347 shares; 2025Q2: 2,354,148 shares; 2025Q3: 2,396,583 shares; 2025Q4: 2,425,598 shares 2,425,598 $560M 1.48% +29,015 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: 6,282,301 shares; 2024Q4: 6,356,658 shares; 2025Q1: 6,423,392 shares; 2025Q2: 6,409,537 shares; 2025Q3: 6,381,611 shares; 2025Q4: 6,359,382 shares 6,359,382 $480M 1.27% -22,229 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: 582,352 shares; 2024Q4: 579,578 shares; 2025Q1: 646,336 shares; 2025Q2: 680,392 shares; 2025Q3: 661,870 shares; 2025Q4: 695,843 shares 695,843 $475M 1.25% +33,973 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: 678,477 shares; 2024Q4: 686,400 shares; 2025Q1: 699,458 shares; 2025Q2: 766,560 shares; 2025Q3: 754,305 shares; 2025Q4: 787,458 shares 787,458 $396M 1.05% +33,153 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: 3,787,405 shares; 2024Q4: 4,431,776 shares; 2025Q1: 5,005,523 shares; 2025Q2: 5,785,215 shares; 2025Q3: 6,279,946 shares; 2025Q4: 7,054,003 shares 7,054,003 $308M 0.81% +774,057 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: 977,679 shares; 2024Q4: 962,847 shares; 2025Q1: 953,604 shares; 2025Q2: 977,871 shares; 2025Q3: 974,631 shares; 2025Q4: 974,440 shares 974,440 $305M 0.81% -191 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: 901,765 shares; 2024Q4: 890,696 shares; 2025Q1: 908,650 shares; 2025Q2: 935,033 shares; 2025Q3: 953,107 shares; 2025Q4: 960,470 shares 960,470 $301M 0.8% +7,363 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: 451,981 shares; 2024Q4: 461,639 shares; 2025Q1: 456,900 shares; 2025Q2: 482,195 shares; 2025Q3: 500,639 shares; 2025Q4: 512,844 shares 512,844 $250M 0.66% +12,205 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: 549,566 shares; 2024Q4: 540,080 shares; 2025Q1: 608,222 shares; 2025Q2: 545,331 shares; 2025Q3: 606,191 shares; 2025Q4: 592,598 shares 592,598 $235M 0.62% -13,593 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: 663,970 shares; 2024Q4: 630,994 shares; 2025Q1: 653,773 shares; 2025Q2: 682,972 shares; 2025Q3: 664,403 shares; 2025Q4: 673,811 shares 673,811 $233M 0.62% +9,408 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: 281,943 shares; 2024Q4: 288,202 shares; 2025Q1: 301,208 shares; 2025Q2: 316,454 shares; 2025Q3: 333,484 shares; 2025Q4: 345,067 shares 345,067 $228M 0.6% +11,583 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: 505,065 shares; 2024Q4: 501,898 shares; 2025Q1: 507,637 shares; 2025Q2: 514,612 shares; 2025Q3: 508,996 shares; 2025Q4: 497,723 shares 497,723 $224M 0.59% -11,273 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: 1,266,229 shares; 2024Q4: 1,278,991 shares; 2025Q1: 1,228,336 shares; 2025Q2: 1,201,874 shares; 2025Q3: 1,191,650 shares; 2025Q4: 1,174,291 shares 1,174,291 $209M 0.55% -17,359 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: 602,385 shares; 2024Q4: 596,971 shares; 2025Q1: 621,666 shares; 2025Q2: 615,532 shares; 2025Q3: 639,651 shares; 2025Q4: 644,594 shares 644,594 $208M 0.55% +4,943 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: 4,499,990 shares; 2024Q4: 4,450,722 shares; 2025Q1: 4,485,533 shares; 2025Q2: 4,068,254 shares; 2025Q3: 3,843,017 shares; 2025Q4: 3,258,832 shares 3,258,832 $196M 0.52% -584,185 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517,501 shares; 2024Q4: 2,538,600 shares; 2025Q1: 2,768,339 shares; 2025Q2: 3,806,944 shares; 2025Q3: 3,340,352 shares; 2025Q4: 3,128,031 shares 3,128,031 $195M 0.52% -212,321 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: 2,275,525 shares; 2024Q4: 2,508,892 shares; 2025Q1: 2,747,942 shares; 2025Q2: 3,237,945 shares; 2025Q3: 3,753,708 shares; 2025Q4: 4,363,808 shares 4,363,808 $194M 0.51% +610,100 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: 889,932 shares; 2024Q4: 897,884 shares; 2025Q1: 900,389 shares; 2025Q2: 911,551 shares; 2025Q3: 879,400 shares; 2025Q4: 860,343 shares 860,343 $189M 0.5% -19,057 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: 2,088,306 shares; 2024Q4: 2,257,151 shares; 2025Q1: 2,425,054 shares; 2025Q2: 2,381,386 shares; 2025Q3: 2,590,920 shares; 2025Q4: 2,708,359 shares 2,708,359 $188M 0.5% +117,439 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: 164,834 shares; 2024Q4: 159,203 shares; 2025Q1: 163,237 shares; 2025Q2: 169,643 shares; 2025Q3: 176,841 shares; 2025Q4: 173,974 shares 173,974 $187M 0.49% -2,867 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: 3,024,971 shares; 2024Q4: 2,944,347 shares; 2025Q1: 2,776,239 shares; 2025Q2: 2,402,280 shares; 2025Q3: 2,389,764 shares; 2025Q4: 2,484,285 shares 2,484,285 $184M 0.49% +94,521 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: 1,019,411 shares; 2024Q4: 1,034,396 shares; 2025Q1: 954,384 shares; 2025Q2: 959,938 shares; 2025Q3: 986,565 shares; 2025Q4: 946,946 shares 946,946 $181M 0.48% -39,619 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: 597,495 shares; 2024Q4: 489,994 shares; 2025Q1: 485,860 shares; 2025Q2: 555,500 shares; 2025Q3: 618,406 shares; 2025Q4: 1,240,181 shares 1,240,181 $179M 0.47% +621,775 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: 2,236,466 shares; 2024Q4: 7,099,962 shares; 2025Q1: 6,768,332 shares; 2025Q2: 6,852,538 shares; 2025Q3: 6,890,806 shares; 2025Q4: 6,369,444 shares 6,369,444 $175M 0.46% -521,362 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: 1,639,393 shares; 2024Q4: 1,798,653 shares; 2025Q1: 1,729,956 shares; 2025Q2: 2,725,983 shares; 2025Q3: 3,046,554 shares; 2025Q4: 2,137,148 shares 2,137,148 $171M 0.45% -909,406 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: 1,732,566 shares; 2024Q4: 3,781,153 shares; 2025Q1: 2,991,624 shares; 2025Q2: 2,384,083 shares; 2025Q3: 2,436,688 shares; 2025Q4: 3,271,997 shares 3,271,997 $166M 0.44% +835,309 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: 804,162 shares; 2024Q4: 858,694 shares; 2025Q1: 875,530 shares; 2025Q2: 948,760 shares; 2025Q3: 1,007,058 shares; 2025Q4: 1,090,230 shares 1,090,230 $156M 0.41% +83,172 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: 1,239,128 shares; 2024Q4: 1,332,775 shares; 2025Q1: 1,479,845 shares; 2025Q2: 1,515,085 shares; 2025Q3: 1,270,539 shares; 2025Q4: 1,695,724 shares 1,695,724 $155M 0.41% +425,185 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: 1,178,555 shares; 2024Q4: 1,247,501 shares; 2025Q1: 1,273,236 shares; 2025Q2: 1,298,627 shares; 2025Q3: 1,285,348 shares; 2025Q4: 1,321,951 shares 1,321,951 $147M 0.39% +36,603 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294,600 shares; 2024Q4: 1,335,559 shares; 2025Q1: 1,175,400 shares; 2025Q2: 1,239,231 shares; 2025Q3: 1,323,132 shares; 2025Q4: 1,399,370 shares 1,399,370 $140M 0.37% +76,238 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: 1,165,954 shares; 2024Q4: 1,159,246 shares; 2025Q1: 1,144,315 shares; 2025Q2: 1,108,213 shares; 2025Q3: 1,144,750 shares; 2025Q4: 1,152,267 shares 1,152,267 $139M 0.37% +7,517 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: 995,646 shares; 2024Q4: 1,025,189 shares; 2025Q1: 1,177,743 shares; 2025Q2: 1,128,060 shares; 2025Q3: 1,142,758 shares; 2025Q4: 1,121,790 shares 1,121,790 $138M 0.37% -20,968 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: 374,450 shares; 2024Q4: 365,055 shares; 2025Q1: 377,861 shares; 2025Q2: 376,811 shares; 2025Q3: 390,995 shares; 2025Q4: 388,298 shares 388,298 $136M 0.36% -2,697 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: 1,462,009 shares; 2024Q4: 1,387,572 shares; 2025Q1: 1,299,607 shares; 2025Q2: 1,197,032 shares; 2025Q3: 1,173,603 shares; 2025Q4: 1,418,508 shares 1,418,508 $134M 0.35% +244,905 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: 2,516,880 shares; 2024Q4: 3,493,367 shares; 2025Q1: 2,637,714 shares; 2025Q2: 2,641,442 shares; 2025Q3: 2,677,060 shares; 2025Q4: 2,715,103 shares 2,715,103 $131M 0.35% +38,043 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: 657,543 shares; 2024Q4: 676,391 shares; 2025Q1: 756,599 shares; 2025Q2: 883,193 shares; 2025Q3: 794,272 shares; 2025Q4: 684,869 shares 684,869 $131M 0.35% -109,403 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: 144,796 shares; 2024Q4: 147,969 shares; 2025Q1: 135,324 shares; 2025Q2: 156,223 shares; 2025Q3: 171,238 shares; 2025Q4: 171,531 shares 171,531 $129M 0.34% +293 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: 495,071 shares; 2024Q4: 489,811 shares; 2025Q1: 511,060 shares; 2025Q2: 521,793 shares; 2025Q3: 535,456 shares; 2025Q4: 545,217 shares 545,217 $125M 0.33% +9,761 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: 189,422 shares; 2024Q4: 185,720 shares; 2025Q1: 184,152 shares; 2025Q2: 198,559 shares; 2025Q3: 207,983 shares; 2025Q4: 213,923 shares 213,923 $123M 0.32% +5,940 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: 123,259 shares; 2024Q4: 124,596 shares; 2025Q1: 129,151 shares; 2025Q2: 129,563 shares; 2025Q3: 136,975 shares; 2025Q4: 136,939 shares 136,939 $118M 0.31% -36 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: 2,964,008 shares; 2024Q4: 2,897,183 shares; 2025Q1: 3,072,757 shares; 2025Q2: 2,630,495 shares; 2025Q3: 2,844,131 shares; 2025Q4: 3,262,912 shares 3,262,912 $112M 0.3% +418,781 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019,329 shares; 2024Q4: 2,143,750 shares; 2025Q1: 2,267,907 shares; 2025Q2: 2,562,374 shares; 2025Q3: 2,855,191 shares; 2025Q4: 3,214,170 shares 3,214,170 $111M 0.29% +358,979 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: 1,801,958 shares; 2024Q4: 2,009,096 shares; 2025Q1: 2,266,748 shares; 2025Q2: 2,493,713 shares; 2025Q3: 2,638,620 shares; 2025Q4: 2,762,613 shares 2,762,613 $111M 0.29% +123,993 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: 321,296 shares; 2024Q4: 362,416 shares; 2025Q1: 429,231 shares; 2025Q2: 419,881 shares; 2025Q3: 423,627 shares; 2025Q4: 514,397 shares 514,397 $109M 0.29% +90,770 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: 999,318 shares; 2024Q4: 1,025,860 shares; 2025Q1: 953,938 shares; 2025Q2: 1,090,461 shares; 2025Q3: 1,129,979 shares; 2025Q4: 1,215,007 shares 1,215,007 $109M 0.29% +85,028 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: 1,947,007 shares; 2024Q4: 1,970,127 shares; 2025Q1: 2,043,548 shares; 2025Q2: 1,994,661 shares; 2025Q3: 2,033,531 shares; 2025Q4: 1,893,752 shares 1,893,752 $108M 0.29% -139,779 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,231 shares; 2024Q4: 427,365 shares; 2025Q1: 523,849 shares; 2025Q2: 705,218 shares; 2025Q3: 838,769 shares; 2025Q4: 888,674 shares 888,674 $106M 0.28% +49,905 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: 629,903 shares; 2024Q4: 2,971,333 shares; 2025Q1: 3,632,538 shares; 2025Q2: 3,041,261 shares; 2025Q3: 3,283,430 shares; 2025Q4: 3,233,007 shares 3,233,007 $105M 0.28% -50,423 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: 631,515 shares; 2024Q4: 645,252 shares; 2025Q1: 670,060 shares; 2025Q2: 655,228 shares; 2025Q3: 701,480 shares; 2025Q4: 734,960 shares 734,960 $105M 0.28% +33,480 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315,463 shares; 2024Q4: 1,313,084 shares; 2025Q1: 1,354,586 shares; 2025Q2: 1,313,056 shares; 2025Q3: 1,314,736 shares; 2025Q4: 1,304,609 shares 1,304,609 $103M 0.27% -10,127 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: 319,402 shares; 2024Q4: 377,332 shares; 2025Q1: 382,188 shares; 2025Q2: 327,277 shares; 2025Q3: 344,471 shares; 2025Q4: 396,925 shares 396,925 $102M 0.27% +52,454 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: 608,044 shares; 2024Q4: 574,129 shares; 2025Q1: 630,590 shares; 2025Q2: 632,769 shares; 2025Q3: 589,533 shares; 2025Q4: 508,907 shares 508,907 $101M 0.27% -80,626 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: 625,736 shares; 2024Q4: 726,948 shares; 2025Q1: 760,037 shares; 2025Q2: 779,866 shares; 2025Q3: 759,891 shares; 2025Q4: 834,717 shares 834,717 $100M 0.27% +74,826 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: 2,427,912 shares; 2024Q4: 2,301,123 shares; 2025Q1: 2,367,177 shares; 2025Q2: 2,505,048 shares; 2025Q3: 2,628,030 shares; 2025Q4: 3,035,301 shares 3,035,301 $100M 0.26% +407,271 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: 648,006 shares; 2024Q4: 625,381 shares; 2025Q1: 658,265 shares; 2025Q2: 623,880 shares; 2025Q3: 634,888 shares; 2025Q4: 665,622 shares 665,622 $99M 0.26% +30,734 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: 231,419 shares; 2024Q4: 286,564 shares; 2025Q1: 253,891 shares; 2025Q2: 565,936 shares; 2025Q3: 727,568 shares; 2025Q4: 388,016 shares 388,016 $98.1M 0.26% -339,552 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,471 shares; 2024Q4: 1,480,370 shares; 2025Q1: 1,648,471 shares; 2025Q2: 1,726,135 shares; 2025Q3: 1,891,196 shares; 2025Q4: 1,937,287 shares 1,937,287 $98M 0.26% +46,091 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: 460,529 shares; 2024Q4: 439,103 shares; 2025Q1: 478,687 shares; 2025Q2: 458,129 shares; 2025Q3: 470,475 shares; 2025Q4: 471,387 shares 471,387 $97.6M 0.26% +912 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: 501,801 shares; 2024Q4: 595,068 shares; 2025Q1: 813,423 shares; 2025Q2: 898,235 shares; 2025Q3: 986,237 shares; 2025Q4: 992,070 shares 992,070 $97.5M 0.26% +5,833 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: 138,410 shares; 2024Q4: 157,826 shares; 2025Q1: 144,894 shares; 2025Q2: 194,548 shares; 2025Q3: 203,358 shares; 2025Q4: 205,720 shares 205,720 $97.4M 0.26% +2,362 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,345 shares; 2024Q4: 402,074 shares; 2025Q1: 396,790 shares; 2025Q2: 345,263 shares; 2025Q3: 361,057 shares; 2025Q4: 349,767 shares 349,767 $96.9M 0.26% -11,290 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: 257,280 shares; 2024Q4: 259,263 shares; 2025Q1: 265,567 shares; 2025Q2: 271,587 shares; 2025Q3: 305,070 shares; 2025Q4: 323,961 shares 323,961 $96M 0.25% +18,891 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: 1,049,603 shares; 2024Q4: 1,101,673 shares; 2025Q1: 1,054,497 shares; 2025Q2: 1,000,721 shares; 2025Q3: 1,011,465 shares; 2025Q4: 980,540 shares 980,540 $90.7M 0.24% -30,925 Timeline VXF 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: 567,458 shares; 2024Q4: 559,197 shares; 2025Q1: 424,191 shares; 2025Q2: 424,893 shares; 2025Q3: 488,318 shares; 2025Q4: 431,867 shares 431,867 $90.3M 0.24% -56,451 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: 1,810,742 shares; 2024Q4: 2,133,057 shares; 2025Q1: 2,253,098 shares; 2025Q2: 2,237,668 shares; 2025Q3: 2,187,019 shares; 2025Q4: 2,350,328 shares 2,350,328 $90.1M 0.24% +163,309 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: 455,152 shares; 2024Q4: 443,550 shares; 2025Q1: 426,299 shares; 2025Q2: 410,550 shares; 2025Q3: 411,911 shares; 2025Q4: 414,391 shares 414,391 $88.7M 0.23% +2,480 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: 591,636 shares; 2024Q4: 606,042 shares; 2025Q1: 730,721 shares; 2025Q2: 1,025,499 shares; 2025Q3: 1,100,633 shares; 2025Q4: 1,306,189 shares 1,306,189 $87.8M 0.23% +205,556 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,869 shares; 2024Q4: 681,300 shares; 2025Q1: 1,033,447 shares; 2025Q2: 726,332 shares; 2025Q3: 763,812 shares; 2025Q4: 983,535 shares 983,535 $85.7M 0.23% +219,723 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: 228,729 shares; 2024Q4: 233,779 shares; 2025Q1: 238,098 shares; 2025Q2: 233,694 shares; 2025Q3: 247,295 shares; 2025Q4: 249,036 shares 249,036 $85.7M 0.23% +1,741 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,747 shares; 2024Q4: 698,686 shares; 2025Q1: 1,011,926 shares; 2025Q2: 1,124,728 shares; 2025Q3: 1,289,273 shares; 2025Q4: 1,384,271 shares 1,384,271 $84.2M 0.22% +94,998 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: 280,211 shares; 2024Q4: 282,184 shares; 2025Q1: 287,222 shares; 2025Q2: 251,044 shares; 2025Q3: 275,752 shares; 2025Q4: 287,373 shares 287,373 $83.4M 0.22% +11,621 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,074 shares; 2024Q4: 717,417 shares; 2025Q1: 868,636 shares; 2025Q2: 917,093 shares; 2025Q3: 1,000,779 shares; 2025Q4: 1,013,242 shares 1,013,242 $82.2M 0.22% +12,463 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: 212,180 shares; 2024Q4: 208,938 shares; 2025Q1: 217,021 shares; 2025Q2: 248,974 shares; 2025Q3: 255,122 shares; 2025Q4: 266,382 shares 266,382 $81M 0.21% +11,260 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: 464,873 shares; 2024Q4: 476,163 shares; 2025Q1: 471,562 shares; 2025Q2: 490,435 shares; 2025Q3: 524,219 shares; 2025Q4: 526,805 shares 526,805 $80.3M 0.21% +2,586 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: 82,570 shares; 2024Q4: 84,359 shares; 2025Q1: 81,313 shares; 2025Q2: 83,712 shares; 2025Q3: 83,441 shares; 2025Q4: 853,653 shares 853,653 $80M 0.21% +770,212 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,152 shares; 2024Q4: 1,271,468 shares; 2025Q1: 1,548,960 shares; 2025Q2: 1,636,062 shares; 2025Q3: 1,921,538 shares; 2025Q4: 2,252,009 shares 2,252,009 $79.6M 0.21% +330,471 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005,145 shares; 2024Q4: 615,556 shares; 2025Q1: 647,561 shares; 2025Q2: 370,197 shares; 2025Q3: 331,110 shares; 2025Q4: 775,638 shares 775,638 $77.8M 0.21% +444,528 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420,789 shares; 2024Q4: 1,144,956 shares; 2025Q1: 1,276,221 shares; 2025Q2: 232,003 shares; 2025Q3: 197,976 shares; 2025Q4: 1,531,312 shares 1,531,312 $76.9M 0.2% +1,333,336 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: 676,635 shares; 2024Q4: 681,037 shares; 2025Q1: 713,967 shares; 2025Q2: 660,474 shares; 2025Q3: 713,704 shares; 2025Q4: 715,960 shares 715,960 $76.4M 0.2% +2,256 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: 1,008,806 shares; 2024Q4: 1,055,918 shares; 2025Q1: 1,095,079 shares; 2025Q2: 1,088,333 shares; 2025Q3: 1,088,814 shares; 2025Q4: 1,146,465 shares 1,146,465 $75.7M 0.2% +57,651 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: 206,645 shares; 2024Q4: 231,682 shares; 2025Q1: 192,786 shares; 2025Q2: 191,449 shares; 2025Q3: 209,932 shares; 2025Q4: 209,848 shares 209,848 $75.6M 0.2% -84 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: 899,501 shares; 2024Q4: 1,461,377 shares; 2025Q1: 1,270,657 shares; 2025Q2: 1,405,090 shares; 2025Q3: 1,459,783 shares; 2025Q4: 1,631,426 shares 1,631,426 $75.1M 0.2% +171,643 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: 262,419 shares; 2024Q4: 368,457 shares; 2025Q1: 491,103 shares; 2025Q2: 521,060 shares; 2025Q3: 818,395 shares; 2025Q4: 893,254 shares 893,254 $74.8M 0.2% +74,859 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: 258,712 shares; 2024Q4: 335,461 shares; 2025Q1: 266,778 shares; 2025Q2: 268,632 shares; 2025Q3: 293,379 shares; 2025Q4: 302,938 shares 302,938 $74.6M 0.2% +9,559 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: 965,539 shares; 2024Q4: 1,004,154 shares; 2025Q1: 982,995 shares; 2025Q2: 1,000,781 shares; 2025Q3: 1,030,310 shares; 2025Q4: 1,062,556 shares 1,062,556 $73.8M 0.19% +32,246 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: 95,059 shares; 2024Q4: 96,626 shares; 2025Q1: 129,744 shares; 2025Q2: 127,029 shares; 2025Q3: 130,200 shares; 2025Q4: 128,968 shares 128,968 $73.6M 0.19% -1,232 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: 1,039,897 shares; 2024Q4: 3,067,870 shares; 2025Q1: 2,786,441 shares; 2025Q2: 2,689,581 shares; 2025Q3: 2,716,644 shares; 2025Q4: 2,729,048 shares 2,729,048 $73.4M 0.19% +12,404 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: 893,434 shares; 2024Q4: 893,439 shares; 2025Q1: 954,713 shares; 2025Q2: 965,020 shares; 2025Q3: 1,012,272 shares; 2025Q4: 1,355,294 shares 1,355,294 $72.9M 0.19% +343,022 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: 855,100 shares; 2024Q4: 852,848 shares; 2025Q1: 883,966 shares; 2025Q2: 873,950 shares; 2025Q3: 880,245 shares; 2025Q4: 934,719 shares 934,719 $72.8M 0.19% +54,474 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: 487,603 shares; 2024Q4: 481,651 shares; 2025Q1: 427,062 shares; 2025Q2: 474,523 shares; 2025Q3: 476,288 shares; 2025Q4: 755,587 shares 755,587 $72.7M 0.19% +279,299 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,347 shares; 2024Q4: 226,341 shares; 2025Q1: 280,109 shares; 2025Q2: 769,846 shares; 2025Q3: 1,104,104 shares; 2025Q4: 1,571,225 shares 1,571,225 $71.6M 0.19% +467,121 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: 844,973 shares; 2024Q4: 928,301 shares; 2025Q1: 805,108 shares; 2025Q2: 737,123 shares; 2025Q3: 706,544 shares; 2025Q4: 688,390 shares 688,390 $71.3M 0.19% -18,154 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: 1,072,509 shares 1,072,509 $70.3M 0.19% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563,581 shares; 2024Q4: 1,474,729 shares; 2025Q1: 1,598,638 shares; 2025Q2: 1,549,317 shares; 2025Q3: 1,456,587 shares; 2025Q4: 1,498,396 shares 1,498,396 $69.7M 0.18% +41,809 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: 857,127 shares; 2024Q4: 1,200,856 shares; 2025Q1: 671,770 shares; 2025Q2: 769,590 shares; 2025Q3: 839,446 shares; 2025Q4: 688,484 shares 688,484 $69.1M 0.18% -150,962 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: 365,590 shares; 2024Q4: 397,524 shares; 2025Q1: 406,594 shares; 2025Q2: 703,738 shares; 2025Q3: 693,353 shares; 2025Q4: 705,346 shares 705,346 $67.7M 0.18% +11,993 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: 125,286 shares; 2024Q4: 118,739 shares; 2025Q1: 128,550 shares; 2025Q2: 143,879 shares; 2025Q3: 141,005 shares; 2025Q4: 142,621 shares 142,621 $66.9M 0.18% +1,616 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092,449 shares; 2024Q4: 1,476,639 shares; 2025Q1: 1,663,986 shares; 2025Q2: 1,765,583 shares; 2025Q3: 1,845,645 shares; 2025Q4: 1,725,352 shares 1,725,352 $65.9M 0.17% -120,293 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: 4,382,006 shares 4,382,006 $65.7M 0.17% new 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: 732,589 shares; 2024Q4: 745,928 shares; 2025Q1: 743,392 shares; 2025Q2: 811,823 shares; 2025Q3: 706,833 shares; 2025Q4: 761,756 shares 761,756 $64.5M 0.17% +54,923 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: 1,168,016 shares; 2024Q4: 1,229,461 shares; 2025Q1: 1,256,762 shares; 2025Q2: 1,340,880 shares; 2025Q3: 1,384,657 shares; 2025Q4: 1,443,886 shares 1,443,886 $64.1M 0.17% +59,229 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: 147,775 shares; 2024Q4: 153,325 shares; 2025Q1: 173,356 shares; 2025Q2: 176,650 shares; 2025Q3: 175,000 shares; 2025Q4: 171,615 shares 171,615 $64.1M 0.17% -3,385 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629,781 shares; 2024Q4: 1,654,142 shares; 2025Q1: 1,598,203 shares; 2025Q2: 1,823,653 shares; 2025Q3: 1,533,287 shares; 2025Q4: 1,389,755 shares 1,389,755 $64M 0.17% -143,532 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: 888,439 shares; 2024Q4: 1,205,194 shares; 2025Q1: 1,443,324 shares; 2025Q2: 1,246,641 shares; 2025Q3: 1,452,462 shares; 2025Q4: 1,167,917 shares 1,167,917 $64M 0.17% -284,545 Timeline DLN 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: 585,518 shares; 2024Q4: 580,490 shares; 2025Q1: 586,039 shares; 2025Q2: 635,924 shares; 2025Q3: 702,402 shares; 2025Q4: 722,080 shares 722,080 $63.6M 0.17% +19,678 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,559 shares; 2024Q4: 213,610 shares; 2025Q1: 191,426 shares; 2025Q2: 168,632 shares; 2025Q3: 213,505 shares; 2025Q4: 210,355 shares 210,355 $63.3M 0.17% -3,150 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: 2,353,995 shares; 2024Q4: 2,375,675 shares; 2025Q1: 2,467,363 shares; 2025Q2: 2,452,032 shares; 2025Q3: 2,528,536 shares; 2025Q4: 2,523,436 shares 2,523,436 $62.7M 0.17% -5,100 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: 488,932 shares; 2024Q4: 467,055 shares; 2025Q1: 549,502 shares; 2025Q2: 482,627 shares; 2025Q3: 529,236 shares; 2025Q4: 504,071 shares 504,071 $62.2M 0.16% -25,165 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: 187,407 shares; 2024Q4: 182,192 shares; 2025Q1: 192,380 shares; 2025Q2: 191,810 shares; 2025Q3: 197,971 shares; 2025Q4: 200,679 shares 200,679 $61.3M 0.16% +2,708 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: 1,331,938 shares; 2024Q4: 1,352,747 shares; 2025Q1: 1,412,266 shares; 2025Q2: 1,388,459 shares; 2025Q3: 1,455,876 shares; 2025Q4: 1,502,547 shares 1,502,547 $61.2M 0.16% +46,671 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: 690,290 shares; 2024Q4: 659,962 shares; 2025Q1: 629,953 shares; 2025Q2: 627,866 shares; 2025Q3: 743,715 shares; 2025Q4: 737,011 shares 737,011 $60.8M 0.16% -6,704 Timeline FTEC 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: 167,112 shares; 2024Q4: 188,676 shares; 2025Q1: 217,130 shares; 2025Q2: 205,306 shares; 2025Q3: 213,515 shares; 2025Q4: 259,819 shares 259,819 $58.4M 0.15% +46,304 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: 1,173,346 shares; 2024Q4: 1,039,013 shares; 2025Q1: 1,085,250 shares; 2025Q2: 1,052,295 shares; 2025Q3: 885,733 shares; 2025Q4: 973,212 shares 973,212 $58.3M 0.15% +87,479 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: 729,430 shares; 2024Q4: 732,986 shares; 2025Q1: 733,773 shares; 2025Q2: 746,527 shares; 2025Q3: 757,024 shares; 2025Q4: 756,902 shares 756,902 $58.3M 0.15% -122 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: 415,563 shares; 2024Q4: 402,789 shares; 2025Q1: 491,679 shares; 2025Q2: 476,303 shares; 2025Q3: 484,878 shares; 2025Q4: 500,947 shares 500,947 $57.7M 0.15% +16,069 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: 690,680 shares; 2024Q4: 726,014 shares; 2025Q1: 744,790 shares; 2025Q2: 802,137 shares; 2025Q3: 848,600 shares; 2025Q4: 821,358 shares 821,358 $57.4M 0.15% -27,242 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: 777,626 shares; 2024Q4: 798,425 shares; 2025Q1: 690,031 shares; 2025Q2: 922,306 shares; 2025Q3: 848,070 shares; 2025Q4: 799,161 shares 799,161 $57.1M 0.15% -48,909 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,857 shares; 2024Q4: 391,789 shares; 2025Q1: 444,886 shares; 2025Q2: 529,578 shares; 2025Q3: 608,927 shares; 2025Q4: 788,964 shares 788,964 $56.4M 0.15% +180,037 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: 192,730 shares; 2024Q4: 168,287 shares; 2025Q1: 166,127 shares; 2025Q2: 168,471 shares; 2025Q3: 179,221 shares; 2025Q4: 182,798 shares 182,798 $56.3M 0.15% +3,577 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: 203,596 shares; 2024Q4: 204,175 shares; 2025Q1: 163,127 shares; 2025Q2: 183,997 shares; 2025Q3: 183,647 shares; 2025Q4: 197,261 shares 197,261 $56.3M 0.15% +13,614 Timeline MGV 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: 397,866 shares; 2024Q4: 390,956 shares; 2025Q1: 393,189 shares; 2025Q2: 411,955 shares; 2025Q3: 397,494 shares; 2025Q4: 397,998 shares 397,998 $56.2M 0.15% +504 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,317 shares; 2024Q4: 436,575 shares; 2025Q1: 643,882 shares; 2025Q2: 794,053 shares; 2025Q3: 876,572 shares; 2025Q4: 887,986 shares 887,986 $56.1M 0.15% +11,414 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,204 shares; 2024Q4: 128,666 shares; 2025Q1: 129,829 shares; 2025Q2: 173,317 shares; 2025Q3: 177,367 shares; 2025Q4: 194,534 shares 194,534 $56M 0.15% +17,167 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249,644 shares; 2024Q4: 1,219,280 shares; 2025Q1: 1,184,156 shares; 2025Q2: 1,217,457 shares; 2025Q3: 1,231,441 shares; 2025Q4: 1,172,495 shares 1,172,495 $55.2M 0.15% -58,946 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,990 shares; 2024Q4: 131,170 shares; 2025Q1: 150,308 shares; 2025Q2: 188,596 shares; 2025Q3: 184,866 shares; 2025Q4: 114,706 shares 114,706 $55.1M 0.15% -70,160 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,381 shares; 2024Q4: 108,109 shares; 2025Q1: 136,856 shares; 2025Q2: 160,810 shares; 2025Q3: 139,239 shares; 2025Q4: 160,667 shares 160,667 $55.1M 0.15% +21,428 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,343 shares; 2024Q4: 829,815 shares; 2025Q1: 1,025,010 shares; 2025Q2: 1,018,254 shares; 2025Q3: 1,065,247 shares; 2025Q4: 1,206,910 shares 1,206,910 $53.5M 0.14% +141,663 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: 299,376 shares; 2024Q4: 286,175 shares; 2025Q1: 271,553 shares; 2025Q2: 279,926 shares; 2025Q3: 289,183 shares; 2025Q4: 289,510 shares 289,510 $53.1M 0.14% +327 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: 1,439,302 shares; 2024Q4: 1,447,452 shares; 2025Q1: 1,154,000 shares; 2025Q2: 1,305,866 shares; 2025Q3: 1,059,518 shares; 2025Q4: 1,047,051 shares 1,047,051 $52.7M 0.14% -12,467 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984,733 shares; 2024Q4: 970,618 shares; 2025Q1: 1,061,935 shares; 2025Q2: 868,401 shares; 2025Q3: 916,368 shares; 2025Q4: 815,641 shares 815,641 $52.5M 0.14% -100,727 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139,010 shares; 2024Q4: 1,282,547 shares; 2025Q1: 1,352,426 shares; 2025Q2: 1,463,949 shares; 2025Q3: 1,584,368 shares; 2025Q4: 1,902,883 shares 1,902,883 $52.1M 0.14% +318,515 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: 86,687 shares; 2024Q4: 131,258 shares; 2025Q1: 140,208 shares; 2025Q2: 177,163 shares; 2025Q3: 211,754 shares; 2025Q4: 206,813 shares 206,813 $51.8M 0.14% -4,941 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493,556 shares; 2024Q4: 1,839,802 shares; 2025Q1: 1,890,978 shares; 2025Q2: 1,924,689 shares; 2025Q3: 1,984,437 shares; 2025Q4: 2,282,385 shares 2,282,385 $51.7M 0.14% +297,948 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149,600 shares; 2024Q4: 876,683 shares; 2025Q1: 921,978 shares; 2025Q2: 956,585 shares; 2025Q3: 954,320 shares; 2025Q4: 904,778 shares 904,778 $51.4M 0.14% -49,542 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: 148,952 shares; 2024Q4: 143,200 shares; 2025Q1: 135,413 shares; 2025Q2: 132,893 shares; 2025Q3: 145,105 shares; 2025Q4: 160,556 shares 160,556 $50.5M 0.13% +15,451 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,798 shares; 2024Q4: 533,411 shares; 2025Q1: 704,553 shares; 2025Q2: 814,067 shares; 2025Q3: 890,220 shares; 2025Q4: 988,560 shares 988,560 $50.5M 0.13% +98,340 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: 257,278 shares; 2024Q4: 226,226 shares; 2025Q1: 232,457 shares; 2025Q2: 242,523 shares; 2025Q3: 262,312 shares; 2025Q4: 258,502 shares 258,502 $50.4M 0.13% -3,810 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,254 shares; 2024Q4: 1,815,787 shares; 2025Q1: 1,715,830 shares; 2025Q2: 1,696,823 shares; 2025Q3: 1,760,671 shares; 2025Q4: 1,847,946 shares 1,847,946 $50.3M 0.13% +87,275 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: 532,829 shares; 2024Q4: 528,719 shares; 2025Q1: 552,698 shares; 2025Q2: 530,471 shares; 2025Q3: 593,505 shares; 2025Q4: 620,455 shares 620,455 $49.8M 0.13% +26,950 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: 974,024 shares; 2024Q4: 964,877 shares; 2025Q1: 924,133 shares; 2025Q2: 911,834 shares; 2025Q3: 901,274 shares; 2025Q4: 885,022 shares 885,022 $48.7M 0.13% -16,252 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: 529,507 shares; 2024Q4: 711,606 shares; 2025Q1: 779,564 shares; 2025Q2: 584,630 shares; 2025Q3: 576,325 shares; 2025Q4: 1,086,712 shares 1,086,712 $48.6M 0.13% +510,387 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: 308,201 shares; 2024Q4: 307,734 shares; 2025Q1: 332,179 shares; 2025Q2: 325,851 shares; 2025Q3: 327,010 shares; 2025Q4: 338,098 shares 338,098 $48.5M 0.13% +11,088 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: 499,094 shares; 2024Q4: 495,716 shares; 2025Q1: 492,324 shares; 2025Q2: 487,335 shares; 2025Q3: 471,414 shares; 2025Q4: 465,086 shares 465,086 $48.4M 0.13% -6,328 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 59 shares; 2025Q1: 65 shares; 2025Q2: 64 shares; 2025Q3: 63 shares; 2025Q4: 64 shares 64 $48.3M 0.13% +1 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: 434,818 shares; 2024Q4: 1,044,682 shares; 2025Q1: 591,338 shares; 2025Q2: 628,401 shares; 2025Q3: 661,127 shares; 2025Q4: 825,450 shares 825,450 $48M 0.13% +164,323 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,601 shares; 2024Q4: 484,284 shares; 2025Q1: 604,476 shares; 2025Q2: 820,477 shares; 2025Q3: 909,083 shares; 2025Q4: 1,330,503 shares 1,330,503 $47.4M 0.13% +421,420 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: 605,384 shares; 2024Q4: 1,513,266 shares; 2025Q1: 1,411,628 shares; 2025Q2: 1,375,023 shares; 2025Q3: 1,312,732 shares; 2025Q4: 1,778,973 shares 1,778,973 $46.7M 0.12% +466,241 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,376 shares; 2024Q4: 606,192 shares; 2025Q1: 618,233 shares; 2025Q2: 616,093 shares; 2025Q3: 628,578 shares; 2025Q4: 665,632 shares 665,632 $46.3M 0.12% +37,054 Timeline TFLO 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: 1,217,833 shares; 2024Q4: 1,217,114 shares; 2025Q1: 1,222,045 shares; 2025Q2: 1,125,826 shares; 2025Q3: 1,018,061 shares; 2025Q4: 915,787 shares 915,787 $46.2M 0.12% -102,274 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: 131,946 shares; 2024Q4: 124,082 shares; 2025Q1: 126,942 shares; 2025Q2: 145,699 shares; 2025Q3: 146,119 shares; 2025Q4: 174,249 shares 174,249 $46.2M 0.12% +28,130 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: 464,142 shares; 2024Q4: 474,190 shares; 2025Q1: 470,498 shares; 2025Q2: 477,302 shares; 2025Q3: 479,460 shares; 2025Q4: 476,698 shares 476,698 $45.9M 0.12% -2,762 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717,152 shares; 2024Q4: 432,358 shares; 2025Q1: 455,153 shares; 2025Q2: 563,351 shares; 2025Q3: 632,629 shares; 2025Q4: 535,059 shares 535,059 $45.9M 0.12% -97,570 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,506 shares; 2024Q4: 342,664 shares; 2025Q1: 383,047 shares; 2025Q2: 285,181 shares; 2025Q3: 271,974 shares; 2025Q4: 295,824 shares 295,824 $45.8M 0.12% +23,850 Timeline FDVV 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: 378,429 shares; 2024Q4: 595,039 shares; 2025Q1: 666,296 shares; 2025Q2: 732,456 shares; 2025Q3: 879,856 shares; 2025Q4: 802,778 shares 802,778 $45.5M 0.12% -77,078 Timeline PTLC 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: 934,427 shares; 2024Q4: 906,358 shares; 2025Q1: 926,645 shares; 2025Q2: 754,119 shares; 2025Q3: 834,488 shares; 2025Q4: 818,379 shares 818,379 $45.5M 0.12% -16,109 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,635 shares; 2024Q4: 448,469 shares; 2025Q1: 408,788 shares; 2025Q2: 517,084 shares; 2025Q3: 482,184 shares; 2025Q4: 1,064,353 shares 1,064,353 $45.4M 0.12% +582,169 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: 1,747,756 shares; 2024Q4: 1,715,953 shares; 2025Q1: 1,780,230 shares; 2025Q2: 1,901,502 shares; 2025Q3: 1,812,687 shares; 2025Q4: 1,822,000 shares 1,822,000 $45.4M 0.12% +9,313 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: 667,807 shares; 2024Q4: 653,371 shares; 2025Q1: 687,431 shares; 2025Q2: 815,818 shares; 2025Q3: 700,916 shares; 2025Q4: 777,191 shares 777,191 $44.8M 0.12% +76,275 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: 112,159 shares; 2024Q4: 87,621 shares; 2025Q1: 95,443 shares; 2025Q2: 97,611 shares; 2025Q3: 114,507 shares; 2025Q4: 120,466 shares 120,466 $44.6M 0.12% +5,959 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: 152,233 shares; 2024Q4: 152,905 shares; 2025Q1: 155,824 shares; 2025Q2: 160,293 shares; 2025Q3: 179,980 shares; 2025Q4: 205,043 shares 205,043 $44.5M 0.12% +25,063 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: 464,199 shares; 2024Q4: 450,791 shares; 2025Q1: 453,139 shares; 2025Q2: 448,219 shares; 2025Q3: 406,370 shares; 2025Q4: 421,930 shares 421,930 $44.4M 0.12% +15,560 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,638 shares; 2024Q4: 112,374 shares; 2025Q1: 112,187 shares; 2025Q2: 111,983 shares; 2025Q3: 112,259 shares; 2025Q4: 106,346 shares 106,346 $43.9M 0.12% -5,913 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: 36,573 shares; 2024Q4: 37,996 shares; 2025Q1: 52,648 shares; 2025Q2: 52,801 shares; 2025Q3: 48,558 shares; 2025Q4: 49,709 shares 49,709 $43.7M 0.12% +1,151 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: 457,621 shares; 2024Q4: 464,811 shares; 2025Q1: 435,667 shares; 2025Q2: 407,702 shares; 2025Q3: 405,831 shares; 2025Q4: 414,800 shares 414,800 $43.6M 0.12% +8,969 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,038 shares; 2024Q4: 97,075 shares; 2025Q1: 87,873 shares; 2025Q2: 94,042 shares; 2025Q3: 101,975 shares; 2025Q4: 96,668 shares 96,668 $43M 0.11% -5,307 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585,685 shares; 2024Q4: 276,266 shares; 2025Q1: 313,119 shares; 2025Q2: 331,469 shares; 2025Q3: 418,147 shares; 2025Q4: 715,233 shares 715,233 $42.9M 0.11% +297,086 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707,098 shares; 2025Q3: 808,671 shares; 2025Q4: 837,787 shares 837,787 $42.8M 0.11% +29,116 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,393 shares; 2024Q4: 70,835 shares; 2025Q1: 80,539 shares; 2025Q2: 136,889 shares; 2025Q3: 175,705 shares; 2025Q4: 1,643,882 shares 1,643,882 $41.9M 0.11% +1,468,177 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549,812 shares; 2025Q3: 709,563 shares; 2025Q4: 802,359 shares 802,359 $41.6M 0.11% +92,796 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: 315,203 shares; 2024Q4: 312,266 shares; 2025Q1: 280,718 shares; 2025Q2: 280,323 shares; 2025Q3: 291,631 shares; 2025Q4: 331,204 shares 331,204 $41.5M 0.11% +39,573 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: 446,493 shares; 2024Q4: 427,851 shares; 2025Q1: 415,456 shares; 2025Q2: 421,737 shares; 2025Q3: 434,928 shares; 2025Q4: 445,120 shares 445,120 $41.5M 0.11% +10,192 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: 287,254 shares; 2024Q4: 274,884 shares; 2025Q1: 268,653 shares; 2025Q2: 270,474 shares; 2025Q3: 262,541 shares; 2025Q4: 268,256 shares 268,256 $41.3M 0.11% +5,715 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,343 shares; 2024Q4: 502,120 shares; 2025Q1: 514,800 shares; 2025Q2: 484,487 shares; 2025Q3: 615,794 shares; 2025Q4: 617,222 shares 617,222 $41M 0.11% +1,428 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,506 shares; 2024Q4: 413,322 shares; 2025Q1: 515,036 shares; 2025Q2: 513,836 shares; 2025Q3: 514,628 shares; 2025Q4: 551,219 shares 551,219 $40.5M 0.11% +36,591 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: 275,541 shares; 2024Q4: 270,725 shares; 2025Q1: 291,667 shares; 2025Q2: 310,842 shares; 2025Q3: 324,038 shares; 2025Q4: 345,795 shares 345,795 $40.5M 0.11% +21,757 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: 121,516 shares; 2024Q4: 115,631 shares; 2025Q1: 118,560 shares; 2025Q2: 131,600 shares; 2025Q3: 123,007 shares; 2025Q4: 122,692 shares 122,692 $40.5M 0.11% -315 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: 289,217 shares; 2024Q4: 255,741 shares; 2025Q1: 279,640 shares; 2025Q2: 259,048 shares; 2025Q3: 203,871 shares; 2025Q4: 201,581 shares 201,581 $40.3M 0.11% -2,290 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: 1,931,128 shares; 2024Q4: 1,429,914 shares; 2025Q1: 1,411,916 shares; 2025Q2: 1,492,982 shares; 2025Q3: 1,503,256 shares; 2025Q4: 1,014,430 shares 1,014,430 $40.2M 0.11% -488,826 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: 382,701 shares; 2024Q4: 398,624 shares; 2025Q1: 394,178 shares; 2025Q2: 401,802 shares; 2025Q3: 432,911 shares; 2025Q4: 460,252 shares 460,252 $40.1M 0.11% +27,341 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,622 shares; 2024Q4: 1,060,939 shares; 2025Q1: 1,162,124 shares; 2025Q2: 1,332,030 shares; 2025Q3: 1,367,695 shares; 2025Q4: 1,447,206 shares 1,447,206 $40M 0.11% +79,511 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,098 shares; 2024Q4: 893,102 shares; 2025Q1: 781,909 shares; 2025Q2: 958,178 shares; 2025Q3: 1,051,658 shares; 2025Q4: 1,125,357 shares 1,125,357 $39.8M 0.11% +73,699 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: 39,761 shares; 2024Q4: 39,982 shares; 2025Q1: 41,579 shares; 2025Q2: 51,003 shares; 2025Q3: 56,161 shares; 2025Q4: 60,808 shares 60,808 $39.7M 0.11% +4,647 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: 60,452 shares; 2024Q4: 70,690 shares; 2025Q1: 89,356 shares; 2025Q2: 95,341 shares; 2025Q3: 112,335 shares; 2025Q4: 112,492 shares 112,492 $39.7M 0.11% +157 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: 75,757 shares; 2024Q4: 71,073 shares; 2025Q1: 73,661 shares; 2025Q2: 79,170 shares; 2025Q3: 80,450 shares; 2025Q4: 81,377 shares 81,377 $39.4M 0.1% +927 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: 407,137 shares; 2024Q4: 397,496 shares; 2025Q1: 318,434 shares; 2025Q2: 389,283 shares; 2025Q3: 383,424 shares; 2025Q4: 408,459 shares 408,459 $38.9M 0.1% +25,035 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,226 shares; 2024Q4: 169,080 shares; 2025Q1: 135,611 shares; 2025Q2: 240,886 shares; 2025Q3: 235,892 shares; 2025Q4: 229,766 shares 229,766 $38.6M 0.1% -6,126 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: 451,324 shares; 2024Q4: 484,573 shares; 2025Q1: 518,012 shares; 2025Q2: 733,297 shares; 2025Q3: 743,429 shares; 2025Q4: 812,952 shares 812,952 $38.1M 0.1% +69,523 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,128 shares; 2024Q4: 999,192 shares; 2025Q1: 1,105,434 shares; 2025Q2: 1,192,570 shares; 2025Q3: 1,260,731 shares; 2025Q4: 1,423,012 shares 1,423,012 $37.7M 0.1% +162,281 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: 237,813 shares; 2024Q4: 222,711 shares; 2025Q1: 254,684 shares; 2025Q2: 225,638 shares; 2025Q3: 232,810 shares; 2025Q4: 234,116 shares 234,116 $37.6M 0.1% +1,306 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: 849,502 shares; 2024Q4: 821,760 shares; 2025Q1: 815,601 shares; 2025Q2: 804,228 shares; 2025Q3: 813,170 shares; 2025Q4: 823,303 shares 823,303 $37.2M 0.1% +10,133 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: 456,172 shares; 2024Q4: 728,701 shares; 2025Q1: 1,249,539 shares; 2025Q2: 1,347,260 shares; 2025Q3: 1,382,174 shares; 2025Q4: 1,546,544 shares 1,546,544 $37.2M 0.1% +164,370 Timeline EFAV 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: 469,759 shares; 2024Q4: 282,158 shares; 2025Q1: 184,172 shares; 2025Q2: 419,326 shares; 2025Q3: 424,957 shares; 2025Q4: 431,027 shares 431,027 $37.2M 0.1% +6,070 Timeline JIRE 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: 272,734 shares; 2024Q4: 275,757 shares; 2025Q1: 291,324 shares; 2025Q2: 306,630 shares; 2025Q3: 503,863 shares; 2025Q4: 496,275 shares 496,275 $37.2M 0.1% -7,588 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: 150,988 shares; 2024Q4: 201,173 shares; 2025Q1: 200,353 shares; 2025Q2: 201,553 shares; 2025Q3: 296,678 shares; 2025Q4: 333,093 shares 333,093 $36.7M 0.1% +36,415 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: 258,995 shares; 2024Q4: 275,995 shares; 2025Q1: 273,138 shares; 2025Q2: 309,498 shares; 2025Q3: 310,881 shares; 2025Q4: 342,236 shares 342,236 $36.7M 0.1% +31,355 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: 439,003 shares; 2024Q4: 396,648 shares; 2025Q1: 403,755 shares; 2025Q2: 398,238 shares; 2025Q3: 412,870 shares; 2025Q4: 406,713 shares 406,713 $36.4M 0.1% -6,157 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,301 shares; 2024Q4: 89,137 shares; 2025Q1: 104,852 shares; 2025Q2: 105,336 shares; 2025Q3: 150,409 shares; 2025Q4: 168,136 shares 168,136 $36.1M 0.1% +17,727 Timeline GARP 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: 170,370 shares; 2024Q4: 196,836 shares; 2025Q1: 348,026 shares; 2025Q2: 461,526 shares; 2025Q3: 490,501 shares; 2025Q4: 529,616 shares 529,616 $36.1M 0.1% +39,115 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: 570,654 shares; 2024Q4: 531,954 shares; 2025Q1: 559,397 shares; 2025Q2: 619,316 shares; 2025Q3: 735,981 shares; 2025Q4: 725,144 shares 725,144 $36M 0.1% -10,837 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: 521,857 shares; 2024Q4: 393,194 shares; 2025Q1: 406,876 shares; 2025Q2: 470,899 shares; 2025Q3: 555,444 shares; 2025Q4: 416,926 shares 416,926 $35.6M 0.09% -138,518 Timeline FV 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: 475,077 shares; 2024Q4: 563,225 shares; 2025Q1: 515,765 shares; 2025Q2: 526,860 shares; 2025Q3: 556,986 shares; 2025Q4: 565,496 shares 565,496 $35.6M 0.09% +8,510 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: 134,777 shares; 2024Q4: 128,984 shares; 2025Q1: 117,590 shares; 2025Q2: 130,137 shares; 2025Q3: 134,377 shares; 2025Q4: 138,129 shares 138,129 $35.5M 0.09% +3,752 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: 143,158 shares; 2024Q4: 311,105 shares; 2025Q1: 871,784 shares; 2025Q2: 1,118,911 shares; 2025Q3: 844,587 shares; 2025Q4: 896,153 shares 896,153 $35.3M 0.09% +51,566 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: 108,825 shares; 2024Q4: 108,272 shares; 2025Q1: 108,246 shares; 2025Q2: 108,417 shares; 2025Q3: 105,429 shares; 2025Q4: 107,606 shares 107,606 $35.2M 0.09% +2,177 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: 361,903 shares; 2024Q4: 340,374 shares; 2025Q1: 309,732 shares; 2025Q2: 318,322 shares; 2025Q3: 319,616 shares; 2025Q4: 309,444 shares 309,444 $35.2M 0.09% -10,172 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,560 shares; 2024Q4: 178,165 shares; 2025Q1: 185,397 shares; 2025Q2: 173,386 shares; 2025Q3: 168,115 shares; 2025Q4: 165,723 shares 165,723 $35.1M 0.09% -2,392 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: 774,121 shares; 2024Q4: 797,321 shares; 2025Q1: 907,577 shares; 2025Q2: 958,460 shares; 2025Q3: 776,177 shares; 2025Q4: 769,033 shares 769,033 $35M 0.09% -7,144 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: 480,040 shares; 2024Q4: 523,050 shares; 2025Q1: 471,680 shares; 2025Q2: 392,037 shares; 2025Q3: 366,283 shares; 2025Q4: 340,970 shares 340,970 $34.9M 0.09% -25,313 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,472 shares; 2024Q4: 178,113 shares; 2025Q1: 190,060 shares; 2025Q2: 267,134 shares; 2025Q3: 279,512 shares; 2025Q4: 252,692 shares 252,692 $34.6M 0.09% -26,820 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: 200,798 shares; 2024Q4: 194,090 shares; 2025Q1: 192,986 shares; 2025Q2: 197,194 shares; 2025Q3: 191,957 shares; 2025Q4: 201,007 shares 201,007 $34.4M 0.09% +9,050 Timeline GCOW 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: 901,576 shares; 2024Q4: 916,960 shares; 2025Q1: 915,607 shares; 2025Q2: 765,814 shares; 2025Q3: 781,702 shares; 2025Q4: 831,634 shares 831,634 $34.3M 0.09% +49,932 Timeline PTNQ 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: 481,643 shares; 2024Q4: 492,094 shares; 2025Q1: 501,375 shares; 2025Q2: 422,624 shares; 2025Q3: 446,393 shares; 2025Q4: 435,630 shares 435,630 $34.3M 0.09% -10,763 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,985 shares; 2024Q4: 606,603 shares; 2025Q1: 593,813 shares; 2025Q2: 560,749 shares; 2025Q3: 467,596 shares; 2025Q4: 441,354 shares 441,354 $34.1M 0.09% -26,242 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,865 shares; 2024Q4: 136,159 shares; 2025Q1: 215,532 shares; 2025Q2: 214,476 shares; 2025Q3: 229,571 shares; 2025Q4: 243,275 shares 243,275 $33.7M 0.09% +13,704 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,466 shares; 2024Q4: 507,387 shares; 2025Q1: 481,887 shares; 2025Q2: 506,359 shares; 2025Q3: 528,014 shares; 2025Q4: 547,865 shares 547,865 $33.5M 0.09% +19,851 Timeline PWB 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: 261,575 shares; 2024Q4: 244,716 shares; 2025Q1: 261,164 shares; 2025Q2: 250,391 shares; 2025Q3: 285,941 shares; 2025Q4: 263,437 shares 263,437 $33.5M 0.09% -22,504 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,887 shares; 2024Q4: 185,959 shares; 2025Q1: 520,654 shares; 2025Q2: 876,219 shares; 2025Q3: 1,146,164 shares; 2025Q4: 949,171 shares 949,171 $33.4M 0.09% -196,993 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: 264,372 shares; 2025Q1: 292,884 shares; 2025Q2: 278,819 shares; 2025Q3: 266,242 shares; 2025Q4: 254,471 shares 254,471 $33.3M 0.09% -11,771 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,360 shares; 2024Q4: 946,596 shares; 2025Q1: 953,204 shares; 2025Q2: 824,333 shares; 2025Q3: 865,894 shares; 2025Q4: 751,719 shares 751,719 $33.3M 0.09% -114,175 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: 1,416,142 shares; 2024Q4: 1,775,479 shares; 2025Q1: 1,907,199 shares; 2025Q2: 2,105,689 shares; 2025Q3: 2,122,537 shares; 2025Q4: 2,010,418 shares 2,010,418 $33.2M 0.09% -112,119 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 29,582 shares; 2025Q1: 106,035 shares; 2025Q2: 116,289 shares; 2025Q3: 165,736 shares; 2025Q4: 611,024 shares 611,024 $33M 0.09% +445,288 Timeline GRID 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: 72,217 shares; 2024Q4: 79,845 shares; 2025Q1: 88,642 shares; 2025Q2: 89,402 shares; 2025Q3: 109,626 shares; 2025Q4: 213,571 shares 213,571 $32.7M 0.09% +103,945 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: 248,056 shares; 2024Q4: 235,982 shares; 2025Q1: 233,071 shares; 2025Q2: 226,252 shares; 2025Q3: 238,804 shares; 2025Q4: 233,826 shares 233,826 $32.5M 0.09% -4,978 Timeline IBHF 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: 1,191,802 shares; 2024Q4: 1,040,393 shares; 2025Q1: 1,091,700 shares; 2025Q2: 1,167,957 shares; 2025Q3: 1,249,668 shares; 2025Q4: 1,405,833 shares 1,405,833 $32.4M 0.09% +156,165 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: 65,630 shares; 2024Q4: 65,776 shares; 2025Q1: 65,150 shares; 2025Q2: 64,989 shares; 2025Q3: 67,452 shares; 2025Q4: 69,590 shares 69,590 $32.4M 0.09% +2,138 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878,564 shares; 2024Q4: 1,663,748 shares; 2025Q1: 1,245,463 shares; 2025Q2: 1,030,962 shares; 2025Q3: 838,284 shares; 2025Q4: 729,314 shares 729,314 $32.4M 0.09% -108,970 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,563 shares; 2024Q4: 522,998 shares; 2025Q1: 550,132 shares; 2025Q2: 565,128 shares; 2025Q3: 565,906 shares; 2025Q4: 574,036 shares 574,036 $32.4M 0.09% +8,130 Timeline QDPL 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: 392,624 shares; 2024Q4: 519,509 shares; 2025Q1: 571,548 shares; 2025Q2: 621,872 shares; 2025Q3: 685,337 shares; 2025Q4: 760,854 shares 760,854 $32.3M 0.09% +75,517 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: 60,509 shares; 2024Q4: 58,977 shares; 2025Q1: 60,171 shares; 2025Q2: 61,084 shares; 2025Q3: 62,112 shares; 2025Q4: 61,717 shares 61,717 $32.3M 0.09% -395 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: 444,244 shares; 2024Q4: 460,175 shares; 2025Q1: 499,079 shares; 2025Q2: 532,407 shares; 2025Q3: 593,079 shares; 2025Q4: 645,262 shares 645,262 $32M 0.08% +52,183 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,972 shares; 2025Q1: 31,693 shares; 2025Q2: 120,292 shares; 2025Q3: 199,239 shares; 2025Q4: 996,254 shares 996,254 $31.5M 0.08% +797,015 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: 326,894 shares; 2024Q4: 323,509 shares; 2025Q1: 322,970 shares; 2025Q2: 323,989 shares; 2025Q3: 380,549 shares; 2025Q4: 394,072 shares 394,072 $31.4M 0.08% +13,523 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: 126,926 shares; 2024Q4: 127,226 shares; 2025Q1: 137,035 shares; 2025Q2: 144,397 shares; 2025Q3: 144,275 shares; 2025Q4: 147,031 shares 147,031 $30.9M 0.08% +2,756 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: 239,825 shares; 2024Q4: 267,665 shares; 2025Q1: 330,545 shares; 2025Q2: 319,566 shares; 2025Q3: 362,275 shares; 2025Q4: 377,415 shares 377,415 $30.8M 0.08% +15,140 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,492 shares; 2024Q4: 19,737 shares; 2025Q1: 22,005 shares; 2025Q2: 69,260 shares; 2025Q3: 206,749 shares; 2025Q4: 374,424 shares 374,424 $30.8M 0.08% +167,675 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: 939,112 shares; 2024Q4: 985,182 shares; 2025Q1: 1,058,442 shares; 2025Q2: 914,478 shares; 2025Q3: 940,062 shares; 2025Q4: 1,040,788 shares 1,040,788 $30.8M 0.08% +100,726 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: 115,091 shares; 2024Q4: 117,444 shares; 2025Q1: 133,745 shares; 2025Q2: 134,871 shares; 2025Q3: 137,123 shares; 2025Q4: 139,650 shares 139,650 $30.7M 0.08% +2,527 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: 134,863 shares; 2024Q4: 130,134 shares; 2025Q1: 126,221 shares; 2025Q2: 127,527 shares; 2025Q3: 131,614 shares; 2025Q4: 124,106 shares 124,106 $29.9M 0.08% -7,508 Timeline XMLV 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: 461,950 shares; 2024Q4: 450,099 shares; 2025Q1: 453,202 shares; 2025Q2: 535,542 shares; 2025Q3: 542,239 shares; 2025Q4: 474,544 shares 474,544 $29.6M 0.08% -67,695 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: 74,567 shares; 2024Q4: 157,273 shares; 2025Q1: 148,620 shares; 2025Q2: 151,674 shares; 2025Q3: 178,227 shares; 2025Q4: 159,751 shares 159,751 $29.4M 0.08% -18,476 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,113 shares; 2024Q4: 179,571 shares; 2025Q1: 185,255 shares; 2025Q2: 523,443 shares; 2025Q3: 723,896 shares; 2025Q4: 708,818 shares 708,818 $29.4M 0.08% -15,078 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: 234,074 shares; 2024Q4: 189,776 shares; 2025Q1: 183,767 shares; 2025Q2: 191,059 shares; 2025Q3: 215,503 shares; 2025Q4: 181,879 shares 181,879 $29.3M 0.08% -33,624 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,803 shares; 2024Q4: 212,504 shares; 2025Q1: 243,854 shares; 2025Q2: 253,733 shares; 2025Q3: 270,569 shares; 2025Q4: 247,603 shares 247,603 $29.1M 0.08% -22,966 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,170 shares; 2024Q4: 386,856 shares; 2025Q1: 603,413 shares; 2025Q2: 522,976 shares; 2025Q3: 541,057 shares; 2025Q4: 569,589 shares 569,589 $29M 0.08% +28,532 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: 233,676 shares; 2025Q1: 173,651 shares; 2025Q2: 164,490 shares; 2025Q3: 152,664 shares; 2025Q4: 168,345 shares 168,345 $28.8M 0.08% +15,681 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: 248,023 shares; 2024Q4: 217,470 shares; 2025Q1: 208,351 shares; 2025Q2: 194,132 shares; 2025Q3: 197,270 shares; 2025Q4: 192,113 shares 192,113 $28.6M 0.08% -5,157 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,723 shares; 2024Q4: 359,146 shares; 2025Q1: 376,878 shares; 2025Q2: 441,199 shares; 2025Q3: 425,230 shares; 2025Q4: 379,185 shares 379,185 $28.5M 0.08% -46,045 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: 87,006 shares; 2024Q4: 83,508 shares; 2025Q1: 81,613 shares; 2025Q2: 85,972 shares; 2025Q3: 82,766 shares; 2025Q4: 84,306 shares 84,306 $28.4M 0.08% +1,540 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,503 shares; 2024Q4: 432,859 shares; 2025Q1: 451,037 shares; 2025Q2: 452,267 shares; 2025Q3: 535,131 shares; 2025Q4: 568,976 shares 568,976 $28M 0.07% +33,845 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: 113,466 shares; 2024Q4: 119,740 shares; 2025Q1: 123,431 shares; 2025Q2: 142,527 shares; 2025Q3: 165,480 shares; 2025Q4: 181,994 shares 181,994 $28M 0.07% +16,514 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: 155,755 shares; 2024Q4: 198,309 shares; 2025Q1: 158,920 shares; 2025Q2: 189,374 shares; 2025Q3: 214,150 shares; 2025Q4: 229,063 shares 229,063 $27.9M 0.07% +14,913 Timeline LMBS 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: 454,034 shares; 2024Q4: 451,040 shares; 2025Q1: 468,274 shares; 2025Q2: 445,675 shares; 2025Q3: 536,250 shares; 2025Q4: 555,539 shares 555,539 $27.8M 0.07% +19,289 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: 312,465 shares; 2024Q4: 308,234 shares; 2025Q1: 290,451 shares; 2025Q2: 249,157 shares; 2025Q3: 272,275 shares; 2025Q4: 311,655 shares 311,655 $27.6M 0.07% +39,380 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,372 shares; 2024Q4: 355,619 shares; 2025Q1: 380,302 shares; 2025Q2: 607,150 shares; 2025Q3: 709,369 shares; 2025Q4: 1,030,793 shares 1,030,793 $27.5M 0.07% +321,424 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,732 shares; 2024Q4: 191,501 shares; 2025Q1: 201,966 shares; 2025Q2: 292,534 shares; 2025Q3: 316,161 shares; 2025Q4: 268,525 shares 268,525 $27.4M 0.07% -47,636 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: 276,029 shares; 2024Q4: 358,104 shares; 2025Q1: 394,612 shares; 2025Q2: 442,839 shares; 2025Q3: 500,824 shares; 2025Q4: 494,085 shares 494,085 $27.1M 0.07% -6,739 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,078 shares; 2024Q4: 454,330 shares; 2025Q1: 523,675 shares; 2025Q2: 717,960 shares; 2025Q3: 818,114 shares; 2025Q4: 1,145,283 shares 1,145,283 $27.1M 0.07% +327,169 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,319 shares; 2024Q4: 233,001 shares; 2025Q1: 295,077 shares; 2025Q2: 309,238 shares; 2025Q3: 323,423 shares; 2025Q4: 265,776 shares 265,776 $27M 0.07% -57,647 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: 84,949 shares; 2024Q4: 83,917 shares; 2025Q1: 83,910 shares; 2025Q2: 82,328 shares; 2025Q3: 76,482 shares; 2025Q4: 76,405 shares 76,405 $26.9M 0.07% -77 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,544 shares; 2024Q4: 385,304 shares; 2025Q1: 404,471 shares; 2025Q2: 430,786 shares; 2025Q3: 452,812 shares; 2025Q4: 324,895 shares 324,895 $26.8M 0.07% -127,917 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,457 shares; 2024Q4: 258,014 shares; 2025Q1: 265,839 shares; 2025Q2: 287,362 shares; 2025Q3: 265,547 shares; 2025Q4: 300,389 shares 300,389 $26.8M 0.07% +34,842 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918,803 shares; 2024Q4: 5,854,201 shares; 2025Q1: 5,999,927 shares; 2025Q2: 4,412,418 shares; 2025Q3: 4,576,534 shares; 2025Q4: 4,241,218 shares 4,241,218 $26.7M 0.07% -335,316 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,965 shares; 2024Q4: 117,779 shares; 2025Q1: 115,914 shares; 2025Q2: 123,306 shares; 2025Q3: 199,349 shares; 2025Q4: 189,115 shares 189,115 $26.7M 0.07% -10,234 Timeline RDVI 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: 551,019 shares; 2024Q4: 650,234 shares; 2025Q1: 671,580 shares; 2025Q2: 687,426 shares; 2025Q3: 908,763 shares; 2025Q4: 1,015,521 shares 1,015,521 $26.6M 0.07% +106,758 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,146 shares; 2024Q4: 222,219 shares; 2025Q1: 232,792 shares; 2025Q2: 378,691 shares; 2025Q3: 422,043 shares; 2025Q4: 484,873 shares 484,873 $26.5M 0.07% +62,830 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,293 shares; 2024Q4: 145,751 shares; 2025Q1: 129,668 shares; 2025Q2: 120,860 shares; 2025Q3: 165,641 shares; 2025Q4: 170,451 shares 170,451 $26.4M 0.07% +4,810 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: 144,961 shares; 2024Q4: 148,230 shares; 2025Q1: 164,055 shares; 2025Q2: 161,094 shares; 2025Q3: 142,835 shares; 2025Q4: 148,721 shares 148,721 $26.4M 0.07% +5,886 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,005 shares; 2024Q4: 251,130 shares; 2025Q1: 502,179 shares; 2025Q2: 768,888 shares; 2025Q3: 854,158 shares; 2025Q4: 1,224,354 shares 1,224,354 $26.4M 0.07% +370,196 Timeline SMLF 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: 241,271 shares; 2024Q4: 277,426 shares; 2025Q1: 278,747 shares; 2025Q2: 323,208 shares; 2025Q3: 335,755 shares; 2025Q4: 346,732 shares 346,732 $26M 0.07% +10,977 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,334 shares; 2024Q4: 399,938 shares; 2025Q1: 505,367 shares; 2025Q2: 800,824 shares; 2025Q3: 1,021,835 shares; 2025Q4: 1,221,191 shares 1,221,191 $25.9M 0.07% +199,356 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: 236,900 shares; 2024Q4: 704,399 shares; 2025Q1: 680,120 shares; 2025Q2: 848,323 shares; 2025Q3: 836,304 shares; 2025Q4: 859,496 shares 859,496 $25.8M 0.07% +23,192 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,332 shares; 2024Q4: 234,267 shares; 2025Q1: 278,285 shares; 2025Q2: 299,710 shares; 2025Q3: 347,396 shares; 2025Q4: 359,750 shares 359,750 $25.8M 0.07% +12,354 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,616 shares; 2025Q1: 275,602 shares; 2025Q2: 536,279 shares; 2025Q3: 672,284 shares; 2025Q4: 1,036,486 shares 1,036,486 $25.7M 0.07% +364,202 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: 206,503 shares; 2024Q4: 200,027 shares; 2025Q1: 217,657 shares; 2025Q2: 239,474 shares; 2025Q3: 476,709 shares; 2025Q4: 479,950 shares 479,950 $25.6M 0.07% +3,241 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,906 shares; 2024Q4: 209,827 shares; 2025Q1: 208,035 shares; 2025Q2: 235,098 shares; 2025Q3: 272,326 shares; 2025Q4: 291,285 shares 291,285 $25.5M 0.07% +18,959 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,118 shares; 2024Q4: 243,887 shares; 2025Q1: 204,386 shares; 2025Q2: 210,875 shares; 2025Q3: 256,975 shares; 2025Q4: 263,243 shares 263,243 $25.5M 0.07% +6,268 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: 201,324 shares; 2024Q4: 180,301 shares; 2025Q1: 169,527 shares; 2025Q2: 214,645 shares; 2025Q3: 217,614 shares; 2025Q4: 213,074 shares 213,074 $25.4M 0.07% -4,540 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,889 shares; 2024Q4: 92,361 shares; 2025Q1: 94,611 shares; 2025Q2: 97,289 shares; 2025Q3: 108,543 shares; 2025Q4: 94,159 shares 94,159 $25.3M 0.07% -14,384 Timeline IDMO 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: 5,947 shares; 2024Q4: 12,838 shares; 2025Q1: 26,218 shares; 2025Q2: 321,409 shares; 2025Q3: 406,026 shares; 2025Q4: 455,015 shares 455,015 $25.3M 0.07% +48,989 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,441 shares; 2024Q4: 402,679 shares; 2025Q1: 511,165 shares; 2025Q2: 496,336 shares; 2025Q3: 503,649 shares; 2025Q4: 506,130 shares 506,130 $25.2M 0.07% +2,481 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: 466,065 shares; 2024Q4: 432,938 shares; 2025Q1: 357,979 shares; 2025Q2: 354,712 shares; 2025Q3: 355,969 shares; 2025Q4: 304,456 shares 304,456 $25.2M 0.07% -51,513 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,016 shares; 2024Q4: 66,926 shares; 2025Q1: 72,710 shares; 2025Q2: 121,693 shares; 2025Q3: 164,673 shares; 2025Q4: 177,089 shares 177,089 $25.2M 0.07% +12,416 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: 398,992 shares; 2024Q4: 507,069 shares; 2025Q1: 507,130 shares; 2025Q2: 528,971 shares; 2025Q3: 559,958 shares; 2025Q4: 533,566 shares 533,566 $25M 0.07% -26,392 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,988 shares; 2024Q4: 802,632 shares; 2025Q1: 883,438 shares; 2025Q2: 1,081,505 shares; 2025Q3: 1,121,723 shares; 2025Q4: 1,084,797 shares 1,084,797 $25M 0.07% -36,926 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,759 shares; 2024Q4: 193,885 shares; 2025Q1: 208,028 shares; 2025Q2: 389,078 shares; 2025Q3: 425,920 shares; 2025Q4: 479,303 shares 479,303 $25M 0.07% +53,383 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,986 shares; 2024Q4: 109,706 shares; 2025Q1: 141,292 shares; 2025Q2: 161,371 shares; 2025Q3: 240,175 shares; 2025Q4: 276,432 shares 276,432 $24.9M 0.07% +36,257 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,790 shares; 2024Q4: 213,045 shares; 2025Q1: 169,620 shares; 2025Q2: 172,011 shares; 2025Q3: 161,303 shares; 2025Q4: 158,246 shares 158,246 $24.8M 0.07% -3,057 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: 20,319 shares; 2024Q4: 16,212 shares; 2025Q1: 17,190 shares; 2025Q2: 15,556 shares; 2025Q3: 19,392 shares; 2025Q4: 20,230 shares 20,230 $24.6M 0.06% +838 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: 286,758 shares; 2024Q4: 281,703 shares; 2025Q1: 270,614 shares; 2025Q2: 275,117 shares; 2025Q3: 247,951 shares; 2025Q4: 251,105 shares 251,105 $24.6M 0.06% +3,154 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,437 shares; 2024Q4: 738,284 shares; 2025Q1: 691,095 shares; 2025Q2: 824,864 shares; 2025Q3: 1,547,754 shares; 2025Q4: 1,030,595 shares 1,030,595 $24.4M 0.06% -517,159 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: 143,406 shares; 2024Q4: 136,776 shares; 2025Q1: 117,340 shares; 2025Q2: 119,340 shares; 2025Q3: 129,352 shares; 2025Q4: 124,798 shares 124,798 $24.3M 0.06% -4,554 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,970 shares; 2024Q4: 189,475 shares; 2025Q1: 526,633 shares; 2025Q2: 620,649 shares; 2025Q3: 691,489 shares; 2025Q4: 741,651 shares 741,651 $24.3M 0.06% +50,162 Timeline XAR 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: 78,661 shares; 2024Q4: 84,190 shares; 2025Q1: 92,239 shares; 2025Q2: 88,422 shares; 2025Q3: 100,358 shares; 2025Q4: 100,619 shares 100,619 $24.3M 0.06% +261 Timeline IGEB 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: 447,344 shares; 2024Q4: 429,294 shares; 2025Q1: 414,520 shares; 2025Q2: 442,957 shares; 2025Q3: 466,925 shares; 2025Q4: 530,242 shares 530,242 $24.2M 0.06% +63,317 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,244 shares; 2024Q4: 303,870 shares; 2025Q1: 300,242 shares; 2025Q2: 297,621 shares; 2025Q3: 297,732 shares; 2025Q4: 295,447 shares 295,447 $24.1M 0.06% -2,285 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: 19,040 shares; 2024Q4: 18,207 shares; 2025Q1: 19,601 shares; 2025Q2: 21,373 shares; 2025Q3: 21,707 shares; 2025Q4: 22,467 shares 22,467 $24M 0.06% +760 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: 29,317 shares; 2024Q4: 31,267 shares; 2025Q1: 32,747 shares; 2025Q2: 39,701 shares; 2025Q3: 39,500 shares; 2025Q4: 42,136 shares 42,136 $23.9M 0.06% +2,636 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: 18,397 shares; 2025Q1: 19,171 shares; 2025Q2: 19,688 shares; 2025Q3: 21,798 shares; 2025Q4: 22,259 shares 22,259 $23.8M 0.06% +461 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,643 shares; 2024Q4: 270,024 shares; 2025Q1: 300,012 shares; 2025Q2: 329,205 shares; 2025Q3: 371,952 shares; 2025Q4: 451,246 shares 451,246 $23.8M 0.06% +79,294 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: 79,519 shares; 2024Q4: 73,881 shares; 2025Q1: 62,528 shares; 2025Q2: 66,634 shares; 2025Q3: 74,284 shares; 2025Q4: 73,985 shares 73,985 $23.6M 0.06% -299 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957,469 shares; 2024Q4: 1,945,375 shares; 2025Q1: 1,932,278 shares; 2025Q2: 2,078,815 shares; 2025Q3: 1,859,304 shares; 2025Q4: 1,586,949 shares 1,586,949 $23.5M 0.06% -272,355 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657,061 shares; 2024Q4: 681,840 shares; 2025Q1: 709,059 shares; 2025Q2: 731,563 shares; 2025Q3: 756,468 shares; 2025Q4: 730,202 shares 730,202 $23.4M 0.06% -26,266 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,643 shares; 2024Q4: 177,203 shares; 2025Q1: 213,291 shares; 2025Q2: 264,052 shares; 2025Q3: 279,842 shares; 2025Q4: 295,690 shares 295,690 $23.3M 0.06% +15,848 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: 140,462 shares; 2024Q4: 148,251 shares; 2025Q1: 166,943 shares; 2025Q2: 193,306 shares; 2025Q3: 228,007 shares; 2025Q4: 234,286 shares 234,286 $23.2M 0.06% +6,279 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: 276,972 shares; 2024Q4: 328,785 shares; 2025Q1: 382,266 shares; 2025Q2: 556,286 shares; 2025Q3: 609,655 shares; 2025Q4: 644,900 shares 644,900 $23.1M 0.06% +35,245 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: 33,418 shares; 2024Q4: 37,463 shares; 2025Q1: 38,154 shares; 2025Q2: 41,392 shares; 2025Q3: 42,352 shares; 2025Q4: 39,872 shares 39,872 $23.1M 0.06% -2,480 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: 138,312 shares; 2024Q4: 132,694 shares; 2025Q1: 135,976 shares; 2025Q2: 202,760 shares; 2025Q3: 209,695 shares; 2025Q4: 252,123 shares 252,123 $23M 0.06% +42,428 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: 405,595 shares; 2024Q4: 499,101 shares; 2025Q1: 784,257 shares; 2025Q2: 915,236 shares; 2025Q3: 980,552 shares; 2025Q4: 1,118,412 shares 1,118,412 $23M 0.06% +137,860 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: 334,162 shares; 2024Q4: 331,381 shares; 2025Q1: 308,550 shares; 2025Q2: 397,918 shares; 2025Q3: 542,338 shares; 2025Q4: 455,284 shares 455,284 $23M 0.06% -87,054 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: 115,645 shares; 2024Q4: 96,853 shares; 2025Q1: 94,982 shares; 2025Q2: 77,343 shares; 2025Q3: 76,403 shares; 2025Q4: 76,212 shares 76,212 $23M 0.06% -191 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,490 shares; 2024Q4: 150,585 shares; 2025Q1: 168,409 shares; 2025Q2: 148,555 shares; 2025Q3: 146,487 shares; 2025Q4: 143,374 shares 143,374 $23M 0.06% -3,113 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,683 shares; 2024Q4: 152,740 shares; 2025Q1: 148,224 shares; 2025Q2: 140,596 shares; 2025Q3: 111,199 shares; 2025Q4: 111,979 shares 111,979 $22.9M 0.06% +780 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,618 shares; 2024Q4: 159,637 shares; 2025Q1: 158,085 shares; 2025Q2: 156,768 shares; 2025Q3: 160,515 shares; 2025Q4: 162,276 shares 162,276 $22.9M 0.06% +1,761 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,606 shares; 2024Q4: 478,622 shares; 2025Q1: 586,530 shares; 2025Q2: 693,618 shares; 2025Q3: 671,158 shares; 2025Q4: 772,039 shares 772,039 $22.9M 0.06% +100,881 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: 97,264 shares; 2024Q4: 99,855 shares; 2025Q1: 104,485 shares; 2025Q2: 90,155 shares; 2025Q3: 74,751 shares; 2025Q4: 190,393 shares 190,393 $22.7M 0.06% +115,642 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: 311,300 shares; 2024Q4: 343,664 shares; 2025Q1: 368,951 shares; 2025Q2: 456,058 shares; 2025Q3: 464,200 shares; 2025Q4: 471,908 shares 471,908 $22.7M 0.06% +7,708 Timeline FENI 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: 32,362 shares; 2024Q4: 36,299 shares; 2025Q1: 413,623 shares; 2025Q2: 520,774 shares; 2025Q3: 562,185 shares; 2025Q4: 617,148 shares 617,148 $22.6M 0.06% +54,963 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: 298,961 shares; 2024Q4: 304,684 shares; 2025Q1: 252,154 shares; 2025Q2: 268,792 shares; 2025Q3: 262,969 shares; 2025Q4: 267,364 shares 267,364 $22.5M 0.06% +4,395 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: 182,434 shares; 2024Q4: 222,189 shares; 2025Q1: 234,397 shares; 2025Q2: 229,709 shares; 2025Q3: 227,501 shares; 2025Q4: 240,119 shares 240,119 $22.5M 0.06% +12,618 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: 196,494 shares; 2024Q4: 150,821 shares; 2025Q1: 219,256 shares; 2025Q2: 219,297 shares; 2025Q3: 252,774 shares; 2025Q4: 277,216 shares 277,216 $22.4M 0.06% +24,442 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: 616,768 shares; 2024Q4: 566,462 shares; 2025Q1: 557,385 shares; 2025Q2: 542,326 shares; 2025Q3: 520,164 shares; 2025Q4: 602,379 shares 602,379 $22.2M 0.06% +82,215 Timeline VPU 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: 158,461 shares; 2024Q4: 115,867 shares; 2025Q1: 105,873 shares; 2025Q2: 104,956 shares; 2025Q3: 117,680 shares; 2025Q4: 119,941 shares 119,941 $22.2M 0.06% +2,261 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: 65,374 shares; 2024Q4: 61,110 shares; 2025Q1: 57,044 shares; 2025Q2: 60,557 shares; 2025Q3: 56,982 shares; 2025Q4: 63,376 shares 63,376 $22.2M 0.06% +6,394 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,957 shares; 2024Q4: 86,705 shares; 2025Q1: 94,343 shares; 2025Q2: 98,857 shares; 2025Q3: 106,931 shares; 2025Q4: 104,941 shares 104,941 $22.1M 0.06% -1,990 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: 478,831 shares; 2024Q4: 304,852 shares; 2025Q1: 489,411 shares; 2025Q2: 251,529 shares; 2025Q3: 245,572 shares; 2025Q4: 433,117 shares 433,117 $22.1M 0.06% +187,545 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,685 shares; 2024Q4: 90,643 shares; 2025Q1: 88,201 shares; 2025Q2: 91,206 shares; 2025Q3: 96,250 shares; 2025Q4: 95,802 shares 95,802 $22.1M 0.06% -448 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,134 shares; 2025Q1: 81,451 shares; 2025Q2: 81,320 shares; 2025Q3: 81,875 shares; 2025Q4: 666,418 shares 666,418 $22M 0.06% +584,543 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: 220,093 shares; 2024Q4: 213,998 shares; 2025Q1: 209,215 shares; 2025Q2: 197,306 shares; 2025Q3: 203,209 shares; 2025Q4: 231,433 shares 231,433 $22M 0.06% +28,224 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,352 shares; 2025Q3: 509,698 shares; 2025Q4: 657,345 shares 657,345 $21.9M 0.06% +147,647 Timeline VDC 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: 224,209 shares; 2024Q4: 114,582 shares; 2025Q1: 114,810 shares; 2025Q2: 170,522 shares; 2025Q3: 160,625 shares; 2025Q4: 102,435 shares 102,435 $21.6M 0.06% -58,190 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782,581 shares; 2024Q4: 755,866 shares; 2025Q1: 796,659 shares; 2025Q2: 990,506 shares; 2025Q3: 800,960 shares; 2025Q4: 839,980 shares 839,980 $21.6M 0.06% +39,020 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: 394,500 shares; 2024Q4: 459,677 shares; 2025Q1: 802,414 shares; 2025Q2: 923,717 shares; 2025Q3: 980,597 shares; 2025Q4: 1,094,570 shares 1,094,570 $21.6M 0.06% +113,973 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,666 shares; 2024Q4: 253,707 shares; 2025Q1: 283,091 shares; 2025Q2: 292,029 shares; 2025Q3: 301,900 shares; 2025Q4: 210,157 shares 210,157 $21.5M 0.06% -91,743 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: 144,684 shares; 2024Q4: 143,254 shares; 2025Q1: 158,492 shares; 2025Q2: 180,139 shares; 2025Q3: 180,910 shares; 2025Q4: 184,202 shares 184,202 $21.5M 0.06% +3,292 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458,778 shares; 2024Q4: 1,425,555 shares; 2025Q1: 1,175,031 shares; 2025Q2: 1,179,285 shares; 2025Q3: 1,218,518 shares; 2025Q4: 1,175,615 shares 1,175,615 $21.4M 0.06% -42,903 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,664 shares; 2024Q4: 533,508 shares; 2025Q1: 470,454 shares; 2025Q2: 457,527 shares; 2025Q3: 481,304 shares; 2025Q4: 466,953 shares 466,953 $21.4M 0.06% -14,351 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,319 shares; 2024Q4: 196,073 shares; 2025Q1: 221,336 shares; 2025Q2: 261,819 shares; 2025Q3: 277,371 shares; 2025Q4: 305,693 shares 305,693 $21.3M 0.06% +28,322 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965,971 shares; 2024Q4: 1,008,411 shares; 2025Q1: 1,076,008 shares; 2025Q2: 1,132,480 shares; 2025Q3: 1,070,899 shares; 2025Q4: 1,051,488 shares 1,051,488 $21.3M 0.06% -19,411 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: 81,015 shares; 2024Q4: 80,743 shares; 2025Q1: 76,701 shares; 2025Q2: 85,992 shares; 2025Q3: 77,568 shares; 2025Q4: 84,647 shares 84,647 $21.3M 0.06% +7,079 Timeline NULV 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: 488,995 shares; 2024Q4: 490,188 shares; 2025Q1: 468,325 shares; 2025Q2: 476,260 shares; 2025Q3: 481,685 shares; 2025Q4: 471,588 shares 471,588 $21.2M 0.06% -10,097 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: 472,947 shares; 2024Q4: 569,174 shares; 2025Q1: 545,834 shares; 2025Q2: 382,892 shares; 2025Q3: 359,886 shares; 2025Q4: 358,333 shares 358,333 $21.2M 0.06% -1,553 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: 135,663 shares; 2024Q4: 129,484 shares; 2025Q1: 152,407 shares; 2025Q2: 160,347 shares; 2025Q3: 159,351 shares; 2025Q4: 159,286 shares 159,286 $21.1M 0.06% -65 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,130 shares; 2024Q4: 145,829 shares; 2025Q1: 156,404 shares; 2025Q2: 156,934 shares; 2025Q3: 176,950 shares; 2025Q4: 173,203 shares 173,203 $21.1M 0.06% -3,747 Timeline IWL 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: 128,481 shares; 2024Q4: 125,513 shares; 2025Q1: 127,472 shares; 2025Q2: 126,428 shares; 2025Q3: 126,177 shares; 2025Q4: 123,432 shares 123,432 $21.1M 0.06% -2,745 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: 376,524 shares; 2024Q4: 513,727 shares; 2025Q1: 462,142 shares; 2025Q2: 386,312 shares; 2025Q3: 326,581 shares; 2025Q4: 390,186 shares 390,186 $21M 0.06% +63,605 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: 323,310 shares; 2024Q4: 339,804 shares; 2025Q1: 353,690 shares; 2025Q2: 372,423 shares; 2025Q3: 388,192 shares; 2025Q4: 427,325 shares 427,325 $21M 0.06% +39,133 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: 118,847 shares; 2024Q4: 129,797 shares; 2025Q1: 140,864 shares; 2025Q2: 148,406 shares; 2025Q3: 162,146 shares; 2025Q4: 181,360 shares 181,360 $20.9M 0.06% +19,214 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,691 shares; 2025Q2: 822,291 shares; 2025Q3: 763,826 shares; 2025Q4: 721,098 shares 721,098 $20.9M 0.06% -42,728 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,255 shares; 2025Q2: 451,729 shares; 2025Q3: 483,956 shares; 2025Q4: 537,699 shares 537,699 $20.7M 0.05% +53,743 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: 1,054,948 shares; 2024Q4: 931,686 shares; 2025Q1: 1,040,587 shares; 2025Q2: 1,255,258 shares; 2025Q3: 776,325 shares; 2025Q4: 822,563 shares 822,563 $20.7M 0.05% +46,238 Timeline ARKK 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: 340,361 shares; 2024Q4: 281,385 shares; 2025Q1: 264,102 shares; 2025Q2: 239,277 shares; 2025Q3: 321,150 shares; 2025Q4: 266,868 shares 266,868 $20.5M 0.05% -54,282 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: 285,186 shares; 2024Q4: 585,883 shares; 2025Q1: 559,360 shares; 2025Q2: 597,667 shares; 2025Q3: 625,686 shares; 2025Q4: 717,410 shares 717,410 $20.4M 0.05% +91,724 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: 103,932 shares; 2024Q4: 110,712 shares; 2025Q1: 115,638 shares; 2025Q2: 148,689 shares; 2025Q3: 158,361 shares; 2025Q4: 172,874 shares 172,874 $20.4M 0.05% +14,513 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,089 shares; 2024Q4: 31,730 shares; 2025Q1: 27,581 shares; 2025Q2: 27,377 shares; 2025Q3: 27,554 shares; 2025Q4: 33,836 shares 33,836 $20.4M 0.05% +6,282 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: 187,228 shares; 2024Q4: 151,661 shares; 2025Q1: 176,438 shares; 2025Q2: 179,805 shares; 2025Q3: 201,945 shares; 2025Q4: 211,772 shares 211,772 $20.3M 0.05% +9,827 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: 263,518 shares; 2024Q4: 288,887 shares; 2025Q1: 190,206 shares; 2025Q2: 203,668 shares; 2025Q3: 236,355 shares; 2025Q4: 273,758 shares 273,758 $20.3M 0.05% +37,403 Timeline IYK 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: 229,039 shares; 2024Q4: 237,081 shares; 2025Q1: 259,238 shares; 2025Q2: 288,797 shares; 2025Q3: 292,520 shares; 2025Q4: 303,110 shares 303,110 $20.3M 0.05% +10,590 Timeline NUBD 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: 913,441 shares; 2024Q4: 884,076 shares; 2025Q1: 874,788 shares; 2025Q2: 851,115 shares; 2025Q3: 863,300 shares; 2025Q4: 903,059 shares 903,059 $20.2M 0.05% +39,759 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,882 shares; 2024Q4: 67,841 shares; 2025Q1: 172,154 shares; 2025Q2: 216,414 shares; 2025Q3: 233,239 shares; 2025Q4: 214,778 shares 214,778 $20M 0.05% -18,461 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,674 shares; 2024Q4: 188,979 shares; 2025Q1: 218,757 shares; 2025Q2: 240,105 shares; 2025Q3: 257,296 shares; 2025Q4: 281,038 shares 281,038 $20M 0.05% +23,742 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: 143,418 shares; 2024Q4: 158,003 shares; 2025Q1: 153,142 shares; 2025Q2: 195,859 shares; 2025Q3: 209,388 shares; 2025Q4: 194,205 shares 194,205 $19.9M 0.05% -15,183 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: 5,686 shares; 2024Q4: 4,626 shares; 2025Q1: 4,071 shares; 2025Q2: 4,075 shares; 2025Q3: 4,291 shares; 2025Q4: 3,706 shares 3,706 $19.8M 0.05% -585 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,031 shares; 2025Q1: 182,818 shares; 2025Q2: 270,626 shares; 2025Q3: 593,702 shares; 2025Q4: 584,902 shares 584,902 $19.8M 0.05% -8,800 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578,157 shares; 2024Q4: 1,499,635 shares; 2025Q1: 1,564,674 shares; 2025Q2: 1,552,996 shares; 2025Q3: 1,536,590 shares; 2025Q4: 1,505,592 shares 1,505,592 $19.8M 0.05% -30,998 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: 355,245 shares; 2024Q4: 321,357 shares; 2025Q1: 321,018 shares; 2025Q2: 316,189 shares; 2025Q3: 344,803 shares; 2025Q4: 334,555 shares 334,555 $19.6M 0.05% -10,248 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,187 shares; 2024Q4: 865,377 shares; 2025Q1: 845,466 shares; 2025Q2: 982,091 shares; 2025Q3: 1,091,765 shares; 2025Q4: 1,100,729 shares 1,100,729 $19.5M 0.05% +8,964 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,907 shares; 2024Q4: 290,384 shares; 2025Q1: 318,321 shares; 2025Q2: 318,157 shares; 2025Q3: 322,496 shares; 2025Q4: 330,122 shares 330,122 $19.4M 0.05% +7,626 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,678 shares; 2024Q4: 285,285 shares; 2025Q1: 314,401 shares; 2025Q2: 347,364 shares; 2025Q3: 364,023 shares; 2025Q4: 412,358 shares 412,358 $19.3M 0.05% +48,335 Timeline FELG 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: 129,862 shares; 2024Q4: 327,595 shares; 2025Q1: 378,906 shares; 2025Q2: 550,661 shares; 2025Q3: 609,990 shares; 2025Q4: 461,246 shares 461,246 $19.2M 0.05% -148,744 Timeline FNDB 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: 191,396 shares; 2024Q4: 576,193 shares; 2025Q1: 611,814 shares; 2025Q2: 686,144 shares; 2025Q3: 700,002 shares; 2025Q4: 723,445 shares 723,445 $19.2M 0.05% +23,443 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: 23,818 shares; 2024Q4: 24,096 shares; 2025Q1: 22,747 shares; 2025Q2: 24,292 shares; 2025Q3: 23,463 shares; 2025Q4: 124,607 shares 124,607 $19.1M 0.05% +101,144 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: 306,099 shares; 2024Q4: 281,367 shares; 2025Q1: 304,909 shares; 2025Q2: 347,559 shares; 2025Q3: 326,690 shares; 2025Q4: 266,943 shares 266,943 $19.1M 0.05% -59,747 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,290 shares; 2024Q4: 373,325 shares; 2025Q1: 383,913 shares; 2025Q2: 388,865 shares; 2025Q3: 393,408 shares; 2025Q4: 405,867 shares 405,867 $19M 0.05% +12,459 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,581 shares; 2024Q4: 112,614 shares; 2025Q1: 122,259 shares; 2025Q2: 137,680 shares; 2025Q3: 175,969 shares; 2025Q4: 204,795 shares 204,795 $19M 0.05% +28,826 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: 348,514 shares; 2024Q4: 319,376 shares; 2025Q1: 309,600 shares; 2025Q2: 419,885 shares; 2025Q3: 462,325 shares; 2025Q4: 495,769 shares 495,769 $18.9M 0.05% +33,444 Timeline NLR 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: 4,492 shares; 2024Q4: 15,423 shares; 2025Q1: 30,022 shares; 2025Q2: 50,283 shares; 2025Q3: 106,869 shares; 2025Q4: 151,938 shares 151,938 $18.9M 0.05% +45,069 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,221 shares; 2024Q4: 270,570 shares; 2025Q1: 278,540 shares; 2025Q2: 304,328 shares; 2025Q3: 313,397 shares; 2025Q4: 341,024 shares 341,024 $18.8M 0.05% +27,627 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: 21,305 shares; 2024Q4: 19,374 shares; 2025Q1: 23,033 shares; 2025Q2: 19,351 shares; 2025Q3: 21,345 shares; 2025Q4: 22,940 shares 22,940 $18.8M 0.05% +1,595 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: 50,898 shares; 2024Q4: 54,543 shares; 2025Q1: 53,980 shares; 2025Q2: 54,909 shares; 2025Q3: 61,718 shares; 2025Q4: 60,117 shares 60,117 $18.8M 0.05% -1,601 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: 150,081 shares; 2024Q4: 135,708 shares; 2025Q1: 123,323 shares; 2025Q2: 116,111 shares; 2025Q3: 107,849 shares; 2025Q4: 105,338 shares 105,338 $18.7M 0.05% -2,511 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,994 shares; 2024Q4: 107,810 shares; 2025Q1: 106,965 shares; 2025Q2: 112,500 shares; 2025Q3: 240,894 shares; 2025Q4: 245,117 shares 245,117 $18.6M 0.05% +4,223 Timeline HEFA 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: 1,144,668 shares; 2024Q4: 512,945 shares; 2025Q1: 778,649 shares; 2025Q2: 468,485 shares; 2025Q3: 446,230 shares; 2025Q4: 448,039 shares 448,039 $18.5M 0.05% +1,809 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: 37,774 shares; 2024Q4: 32,309 shares; 2025Q1: 33,987 shares; 2025Q2: 35,004 shares; 2025Q3: 36,318 shares; 2025Q4: 36,022 shares 36,022 $18.4M 0.05% -296 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: 56,043 shares; 2024Q4: 54,451 shares; 2025Q1: 54,881 shares; 2025Q2: 55,890 shares; 2025Q3: 58,068 shares; 2025Q4: 56,167 shares 56,167 $18.2M 0.05% -1,901 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,221 shares; 2024Q4: 117,879 shares; 2025Q1: 229,951 shares; 2025Q2: 68,927 shares; 2025Q3: 108,191 shares; 2025Q4: 113,772 shares 113,772 $18.2M 0.05% +5,581 Timeline DCOR 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: 51,356 shares; 2024Q4: 60,848 shares; 2025Q1: 193,260 shares; 2025Q2: 228,977 shares; 2025Q3: 237,625 shares; 2025Q4: 247,000 shares 247,000 $18.2M 0.05% +9,375 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,380 shares; 2024Q4: 300,620 shares; 2025Q1: 210,157 shares; 2025Q2: 314,862 shares; 2025Q3: 233,324 shares; 2025Q4: 233,127 shares 233,127 $18.1M 0.05% -197 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,741 shares; 2024Q4: 65,201 shares; 2025Q1: 91,355 shares; 2025Q2: 131,455 shares; 2025Q3: 122,362 shares; 2025Q4: 111,754 shares 111,754 $18.1M 0.05% -10,608 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,502 shares; 2024Q4: 33,541 shares; 2025Q1: 38,082 shares; 2025Q2: 272,522 shares; 2025Q3: 323,275 shares; 2025Q4: 361,146 shares 361,146 $18.1M 0.05% +37,871 Timeline QTUM 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: 36,574 shares; 2024Q4: 15,629 shares; 2025Q1: 54,769 shares; 2025Q2: 74,557 shares; 2025Q3: 113,478 shares; 2025Q4: 164,452 shares 164,452 $18M 0.05% +50,974 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: 318,862 shares; 2024Q4: 344,794 shares; 2025Q1: 300,438 shares; 2025Q2: 314,650 shares; 2025Q3: 344,237 shares; 2025Q4: 373,390 shares 373,390 $17.8M 0.05% +29,153 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,650 shares; 2024Q4: 83,443 shares; 2025Q1: 102,204 shares; 2025Q2: 93,312 shares; 2025Q3: 106,039 shares; 2025Q4: 109,166 shares 109,166 $17.8M 0.05% +3,127 Timeline FNDE 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: 368,890 shares; 2024Q4: 366,754 shares; 2025Q1: 387,870 shares; 2025Q2: 463,904 shares; 2025Q3: 471,884 shares; 2025Q4: 493,636 shares 493,636 $17.8M 0.05% +21,752 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,108 shares; 2024Q4: 94,335 shares; 2025Q1: 128,788 shares; 2025Q2: 141,817 shares; 2025Q3: 136,053 shares; 2025Q4: 141,257 shares 141,257 $17.8M 0.05% +5,204 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,202 shares; 2024Q4: 279,805 shares; 2025Q1: 272,556 shares; 2025Q2: 270,931 shares; 2025Q3: 268,578 shares; 2025Q4: 259,925 shares 259,925 $17.8M 0.05% -8,653 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,733 shares; 2024Q4: 522,470 shares; 2025Q1: 521,262 shares; 2025Q2: 535,544 shares; 2025Q3: 505,326 shares; 2025Q4: 510,335 shares 510,335 $17.7M 0.05% +5,009 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: 211,243 shares; 2024Q4: 191,994 shares; 2025Q1: 171,467 shares; 2025Q2: 160,994 shares; 2025Q3: 172,441 shares; 2025Q4: 176,040 shares 176,040 $17.6M 0.05% +3,599 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,474 shares; 2024Q4: 361,175 shares; 2025Q1: 371,982 shares; 2025Q2: 367,463 shares; 2025Q3: 378,424 shares; 2025Q4: 366,524 shares 366,524 $17.5M 0.05% -11,900 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,781 shares; 2024Q4: 569,424 shares; 2025Q1: 550,074 shares; 2025Q2: 385,513 shares; 2025Q3: 460,842 shares; 2025Q4: 453,093 shares 453,093 $17.5M 0.05% -7,749 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,986 shares; 2024Q4: 91,669 shares; 2025Q1: 92,280 shares; 2025Q2: 95,308 shares; 2025Q3: 90,916 shares; 2025Q4: 87,593 shares 87,593 $17.3M 0.05% -3,323 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,721 shares; 2024Q4: 117,681 shares; 2025Q1: 148,988 shares; 2025Q2: 107,030 shares; 2025Q3: 138,162 shares; 2025Q4: 133,538 shares 133,538 $17.2M 0.05% -4,624 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: 135,868 shares; 2024Q4: 152,243 shares; 2025Q1: 190,773 shares; 2025Q2: 162,846 shares; 2025Q3: 161,843 shares; 2025Q4: 140,321 shares 140,321 $17.2M 0.05% -21,522 Timeline JGLO 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: 346,262 shares; 2024Q4: 343,039 shares; 2025Q1: 382,536 shares; 2025Q2: 380,403 shares; 2025Q3: 273,434 shares; 2025Q4: 253,938 shares 253,938 $17.2M 0.05% -19,496 Timeline LGOV 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: 764,801 shares; 2024Q4: 911,128 shares; 2025Q1: 884,945 shares; 2025Q2: 835,275 shares; 2025Q3: 806,492 shares; 2025Q4: 781,716 shares 781,716 $17.1M 0.05% -24,776 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,132 shares; 2024Q4: 432,361 shares; 2025Q1: 358,481 shares; 2025Q2: 334,383 shares; 2025Q3: 299,774 shares; 2025Q4: 260,296 shares 260,296 $17M 0.05% -39,478 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,346 shares; 2024Q4: 1,197,506 shares; 2025Q1: 1,284,183 shares; 2025Q2: 1,131,688 shares; 2025Q3: 967,895 shares; 2025Q4: 964,519 shares 964,519 $17M 0.05% -3,376 Timeline FMDE 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: 132,232 shares; 2024Q4: 151,582 shares; 2025Q1: 181,747 shares; 2025Q2: 269,332 shares; 2025Q3: 338,605 shares; 2025Q4: 466,681 shares 466,681 $17M 0.04% +128,076 Timeline NUDM 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: 506,204 shares; 2024Q4: 512,953 shares; 2025Q1: 522,881 shares; 2025Q2: 488,119 shares; 2025Q3: 475,200 shares; 2025Q4: 468,582 shares 468,582 $17M 0.04% -6,618 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,773 shares; 2024Q4: 200,534 shares; 2025Q1: 195,871 shares; 2025Q2: 205,007 shares; 2025Q3: 203,489 shares; 2025Q4: 213,210 shares 213,210 $16.9M 0.04% +9,721 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,270 shares; 2024Q4: 187,490 shares; 2025Q1: 137,774 shares; 2025Q2: 282,818 shares; 2025Q3: 247,803 shares; 2025Q4: 159,050 shares 159,050 $16.8M 0.04% -88,753 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: 73,413 shares; 2024Q4: 68,084 shares; 2025Q1: 69,018 shares; 2025Q2: 64,839 shares; 2025Q3: 68,849 shares; 2025Q4: 72,569 shares 72,569 $16.8M 0.04% +3,720 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,561 shares; 2024Q4: 110,686 shares; 2025Q1: 111,835 shares; 2025Q2: 100,212 shares; 2025Q3: 100,554 shares; 2025Q4: 110,037 shares 110,037 $16.7M 0.04% +9,483 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 44,645 shares; 2025Q1: 49,226 shares; 2025Q2: 52,246 shares; 2025Q3: 53,404 shares; 2025Q4: 54,099 shares 54,099 $16.7M 0.04% +695 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,087 shares; 2024Q4: 683,449 shares; 2025Q1: 612,929 shares; 2025Q2: 518,576 shares; 2025Q3: 528,544 shares; 2025Q4: 539,761 shares 539,761 $16.7M 0.04% +11,217 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319,230 shares; 2025Q1: 331,541 shares; 2025Q2: 365,089 shares; 2025Q3: 445,337 shares; 2025Q4: 512,312 shares 512,312 $16.6M 0.04% +66,975 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: 21,166 shares; 2024Q4: 17,327 shares; 2025Q1: 25,105 shares; 2025Q2: 38,545 shares; 2025Q3: 30,918 shares; 2025Q4: 24,641 shares 24,641 $16.6M 0.04% -6,277 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,158 shares; 2024Q4: 50,328 shares; 2025Q1: 53,889 shares; 2025Q2: 101,603 shares; 2025Q3: 158,781 shares; 2025Q4: 327,319 shares 327,319 $16.5M 0.04% +168,538 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,243 shares; 2024Q4: 246,426 shares; 2025Q1: 507,517 shares; 2025Q2: 375,093 shares; 2025Q3: 404,942 shares; 2025Q4: 149,688 shares 149,688 $16.5M 0.04% -255,254 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,495 shares; 2024Q4: 358,944 shares; 2025Q1: 342,217 shares; 2025Q2: 420,775 shares; 2025Q3: 412,621 shares; 2025Q4: 407,789 shares 407,789 $16.4M 0.04% -4,832 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: 19,835 shares; 2024Q4: 20,242 shares; 2025Q1: 20,361 shares; 2025Q2: 25,074 shares; 2025Q3: 27,718 shares; 2025Q4: 28,722 shares 28,722 $16.4M 0.04% +1,004 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: 146,807 shares; 2024Q4: 131,983 shares; 2025Q1: 184,416 shares; 2025Q2: 147,411 shares; 2025Q3: 154,500 shares; 2025Q4: 163,074 shares 163,074 $16.3M 0.04% +8,574 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,985 shares; 2024Q4: 237,553 shares; 2025Q1: 250,279 shares; 2025Q2: 257,229 shares; 2025Q3: 243,296 shares; 2025Q4: 234,437 shares 234,437 $16.3M 0.04% -8,859 Timeline VDE 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: 103,288 shares; 2024Q4: 105,130 shares; 2025Q1: 113,789 shares; 2025Q2: 111,688 shares; 2025Q3: 115,563 shares; 2025Q4: 129,190 shares 129,190 $16.3M 0.04% +13,627 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,707 shares; 2024Q4: 309,580 shares; 2025Q1: 304,328 shares; 2025Q2: 227,926 shares; 2025Q3: 260,211 shares; 2025Q4: 261,304 shares 261,304 $16.2M 0.04% +1,093 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: 416,663 shares; 2024Q4: 464,915 shares; 2025Q1: 707,681 shares; 2025Q2: 791,502 shares; 2025Q3: 818,480 shares; 2025Q4: 820,720 shares 820,720 $16.1M 0.04% +2,240 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: 46,017 shares; 2024Q4: 52,244 shares; 2025Q1: 49,692 shares; 2025Q2: 50,592 shares; 2025Q3: 53,713 shares; 2025Q4: 54,468 shares 54,468 $16M 0.04% +755 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: 220,842 shares; 2024Q4: 201,777 shares; 2025Q1: 232,769 shares; 2025Q2: 263,221 shares; 2025Q3: 284,999 shares; 2025Q4: 317,525 shares 317,525 $16M 0.04% +32,526 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,066 shares; 2024Q4: 97,574 shares; 2025Q1: 112,770 shares; 2025Q2: 204,862 shares; 2025Q3: 203,784 shares; 2025Q4: 200,248 shares 200,248 $15.9M 0.04% -3,536 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: 126,107 shares; 2024Q4: 130,107 shares; 2025Q1: 91,221 shares; 2025Q2: 87,740 shares; 2025Q3: 93,641 shares; 2025Q4: 91,500 shares 91,500 $15.9M 0.04% -2,141 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: 146,274 shares; 2024Q4: 145,136 shares; 2025Q1: 177,557 shares; 2025Q2: 212,544 shares; 2025Q3: 272,365 shares; 2025Q4: 300,119 shares 300,119 $15.9M 0.04% +27,754 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,163 shares; 2024Q4: 326,299 shares; 2025Q1: 375,676 shares; 2025Q2: 302,856 shares; 2025Q3: 354,597 shares; 2025Q4: 382,594 shares 382,594 $15.8M 0.04% +27,997 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,007 shares; 2024Q4: 147,869 shares; 2025Q1: 236,636 shares; 2025Q2: 232,708 shares; 2025Q3: 354,445 shares; 2025Q4: 427,732 shares 427,732 $15.7M 0.04% +73,287 Timeline JAVA 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: 31,497 shares; 2024Q4: 22,287 shares; 2025Q1: 100,834 shares; 2025Q2: 139,197 shares; 2025Q3: 158,103 shares; 2025Q4: 219,067 shares 219,067 $15.7M 0.04% +60,964 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: 48,607 shares; 2024Q4: 49,889 shares; 2025Q1: 56,942 shares; 2025Q2: 59,894 shares; 2025Q3: 58,787 shares; 2025Q4: 60,375 shares 60,375 $15.5M 0.04% +1,588 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: 29,248 shares; 2024Q4: 28,307 shares; 2025Q1: 32,884 shares; 2025Q2: 59,167 shares; 2025Q3: 65,329 shares; 2025Q4: 64,056 shares 64,056 $15.5M 0.04% -1,273 Timeline EDV 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: 147,350 shares; 2024Q4: 102,214 shares; 2025Q1: 49,475 shares; 2025Q2: 49,199 shares; 2025Q3: 55,830 shares; 2025Q4: 237,903 shares 237,903 $15.5M 0.04% +182,073 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,314 shares; 2024Q4: 266,677 shares; 2025Q1: 235,591 shares; 2025Q2: 277,069 shares; 2025Q3: 275,905 shares; 2025Q4: 274,715 shares 274,715 $15.5M 0.04% -1,190 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: 67,781 shares; 2024Q4: 61,824 shares; 2025Q1: 66,243 shares; 2025Q2: 63,645 shares; 2025Q3: 74,162 shares; 2025Q4: 73,543 shares 73,543 $15.4M 0.04% -619 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,410 shares; 2024Q4: 598,024 shares; 2025Q1: 993,312 shares; 2025Q2: 649,420 shares; 2025Q3: 655,149 shares; 2025Q4: 541,555 shares 541,555 $15.3M 0.04% -113,594 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: 629,246 shares; 2024Q4: 628,578 shares; 2025Q1: 611,952 shares; 2025Q2: 650,439 shares; 2025Q3: 600,853 shares; 2025Q4: 415,021 shares 415,021 $15M 0.04% -185,832 Timeline FTSL 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: 335,344 shares; 2024Q4: 379,121 shares; 2025Q1: 434,860 shares; 2025Q2: 329,623 shares; 2025Q3: 332,047 shares; 2025Q4: 327,713 shares 327,713 $15M 0.04% -4,334 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,257 shares; 2024Q4: 62,967 shares; 2025Q1: 63,547 shares; 2025Q2: 85,618 shares; 2025Q3: 96,187 shares; 2025Q4: 130,820 shares 130,820 $15M 0.04% +34,633 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,775 shares; 2024Q4: 57,493 shares; 2025Q1: 49,450 shares; 2025Q2: 48,893 shares; 2025Q3: 92,895 shares; 2025Q4: 130,664 shares 130,664 $15M 0.04% +37,769 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: 21,178 shares; 2024Q4: 19,300 shares; 2025Q1: 18,343 shares; 2025Q2: 18,063 shares; 2025Q3: 18,146 shares; 2025Q4: 18,400 shares 18,400 $14.9M 0.04% +254 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,561 shares; 2024Q4: 42,094 shares; 2025Q1: 41,807 shares; 2025Q2: 43,565 shares; 2025Q3: 45,278 shares; 2025Q4: 53,239 shares 53,239 $14.9M 0.04% +7,961 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,379 shares; 2024Q4: 270,281 shares; 2025Q1: 272,775 shares; 2025Q2: 301,929 shares; 2025Q3: 314,294 shares; 2025Q4: 324,417 shares 324,417 $14.8M 0.04% +10,123 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: 263,655 shares; 2024Q4: 279,507 shares; 2025Q1: 290,422 shares; 2025Q2: 285,875 shares; 2025Q3: 315,409 shares; 2025Q4: 249,917 shares 249,917 $14.6M 0.04% -65,492 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 56,623 shares; 2025Q1: 81,137 shares; 2025Q2: 206,895 shares; 2025Q3: 230,725 shares; 2025Q4: 458,420 shares 458,420 $14.6M 0.04% +227,695 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: 65,660 shares; 2024Q4: 65,000 shares; 2025Q1: 68,787 shares; 2025Q2: 70,184 shares; 2025Q3: 66,527 shares; 2025Q4: 63,979 shares 63,979 $14.6M 0.04% -2,548 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,169 shares; 2025Q3: 131,101 shares; 2025Q4: 208,070 shares 208,070 $14.5M 0.04% +76,969 Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775,202 shares; 2024Q4: 1,755,968 shares; 2025Q1: 1,710,419 shares; 2025Q2: 1,657,059 shares; 2025Q3: 1,639,829 shares; 2025Q4: 1,592,054 shares 1,592,054 $14.5M 0.04% -47,775 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,974 shares; 2024Q4: 74,607 shares; 2025Q1: 79,811 shares; 2025Q2: 89,507 shares; 2025Q3: 93,444 shares; 2025Q4: 89,470 shares 89,470 $14.4M 0.04% -3,974 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,628 shares; 2024Q4: 249,071 shares; 2025Q1: 215,217 shares; 2025Q2: 246,620 shares; 2025Q3: 271,375 shares; 2025Q4: 288,771 shares 288,771 $14.4M 0.04% +17,396 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,992 shares; 2024Q4: 122,873 shares; 2025Q1: 121,183 shares; 2025Q2: 123,346 shares; 2025Q3: 126,198 shares; 2025Q4: 129,617 shares 129,617 $14.4M 0.04% +3,419 Timeline PAAA 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: 34,746 shares; 2024Q4: 106,556 shares; 2025Q1: 144,155 shares; 2025Q2: 171,349 shares; 2025Q3: 189,938 shares; 2025Q4: 280,178 shares 280,178 $14.4M 0.04% +90,240 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,696 shares; 2024Q4: 622,868 shares; 2025Q1: 850,911 shares; 2025Q2: 494,928 shares; 2025Q3: 507,581 shares; 2025Q4: 539,883 shares 539,883 $14.3M 0.04% +32,302 Timeline XBI 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: 71,128 shares; 2024Q4: 65,402 shares; 2025Q1: 59,542 shares; 2025Q2: 52,726 shares; 2025Q3: 48,965 shares; 2025Q4: 117,168 shares 117,168 $14.3M 0.04% +68,203 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: 531,651 shares; 2024Q4: 502,488 shares; 2025Q1: 582,712 shares; 2025Q2: 577,668 shares; 2025Q3: 502,148 shares; 2025Q4: 517,289 shares 517,289 $14.2M 0.04% +15,141 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: 108,611 shares; 2024Q4: 86,820 shares; 2025Q1: 96,628 shares; 2025Q2: 103,467 shares; 2025Q3: 105,881 shares; 2025Q4: 140,781 shares 140,781 $14.2M 0.04% +34,900 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,854 shares; 2024Q4: 241,366 shares; 2025Q1: 250,322 shares; 2025Q2: 313,981 shares; 2025Q3: 329,436 shares; 2025Q4: 410,063 shares 410,063 $14.1M 0.04% +80,627 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: 307,672 shares; 2024Q4: 404,449 shares; 2025Q1: 390,685 shares; 2025Q2: 254,000 shares; 2025Q3: 253,969 shares; 2025Q4: 297,408 shares 297,408 $14.1M 0.04% +43,439 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,567 shares; 2024Q4: 262,995 shares; 2025Q1: 446,713 shares; 2025Q2: 274,529 shares; 2025Q3: 313,949 shares; 2025Q4: 298,989 shares 298,989 $14.1M 0.04% -14,960 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: 74,162 shares; 2024Q4: 95,200 shares; 2025Q1: 95,247 shares; 2025Q2: 96,010 shares; 2025Q3: 138,186 shares; 2025Q4: 184,283 shares 184,283 $14M 0.04% +46,097 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: 89,091 shares; 2024Q4: 85,862 shares; 2025Q1: 83,479 shares; 2025Q2: 77,782 shares; 2025Q3: 78,995 shares; 2025Q4: 77,086 shares 77,086 $14M 0.04% -1,909 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,743 shares; 2024Q4: 100,646 shares; 2025Q1: 99,806 shares; 2025Q2: 106,498 shares; 2025Q3: 109,913 shares; 2025Q4: 108,526 shares 108,526 $13.8M 0.04% -1,387 Timeline SKYY 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: 126,313 shares; 2024Q4: 127,315 shares; 2025Q1: 144,632 shares; 2025Q2: 133,567 shares; 2025Q3: 116,244 shares; 2025Q4: 106,315 shares 106,315 $13.8M 0.04% -9,929 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,844 shares; 2025Q1: 8,471 shares; 2025Q2: 132,654 shares; 2025Q3: 141,296 shares; 2025Q4: 150,414 shares 150,414 $13.7M 0.04% +9,118 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,329 shares; 2024Q4: 177,392 shares; 2025Q1: 111,631 shares; 2025Q2: 137,099 shares; 2025Q3: 154,380 shares; 2025Q4: 158,983 shares 158,983 $13.7M 0.04% +4,603 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,740 shares; 2024Q4: 279,859 shares; 2025Q1: 241,798 shares; 2025Q2: 270,895 shares; 2025Q3: 356,825 shares; 2025Q4: 551,150 shares 551,150 $13.7M 0.04% +194,325 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: 96,358 shares; 2024Q4: 98,351 shares; 2025Q1: 97,524 shares; 2025Q2: 97,877 shares; 2025Q3: 101,023 shares; 2025Q4: 106,006 shares 106,006 $13.7M 0.04% +4,983 Timeline BBAG 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: 291,654 shares; 2024Q4: 304,020 shares; 2025Q1: 389,386 shares; 2025Q2: 674,910 shares; 2025Q3: 678,880 shares; 2025Q4: 293,826 shares 293,826 $13.6M 0.04% -385,054 Timeline AOA 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: 191,689 shares; 2024Q4: 185,151 shares; 2025Q1: 178,191 shares; 2025Q2: 161,080 shares; 2025Q3: 153,807 shares; 2025Q4: 151,751 shares 151,751 $13.6M 0.04% -2,056 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: 295,452 shares; 2024Q4: 360,305 shares; 2025Q1: 259,814 shares; 2025Q2: 260,923 shares; 2025Q3: 149,679 shares; 2025Q4: 119,250 shares 119,250 $13.6M 0.04% -30,429 Timeline FLTR 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: 475,528 shares; 2024Q4: 514,006 shares; 2025Q1: 548,810 shares; 2025Q2: 465,761 shares; 2025Q3: 496,560 shares; 2025Q4: 532,119 shares 532,119 $13.6M 0.04% +35,559 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: 43,225 shares; 2024Q4: 42,002 shares; 2025Q1: 41,416 shares; 2025Q2: 46,526 shares; 2025Q3: 47,061 shares; 2025Q4: 49,562 shares 49,562 $13.5M 0.04% +2,501 Timeline ESGV 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: 112,675 shares; 2024Q4: 118,047 shares; 2025Q1: 120,480 shares; 2025Q2: 124,200 shares; 2025Q3: 124,585 shares; 2025Q4: 111,768 shares 111,768 $13.5M 0.04% -12,817 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,255 shares; 2024Q4: 113,017 shares; 2025Q1: 114,015 shares; 2025Q2: 137,618 shares; 2025Q3: 159,331 shares; 2025Q4: 158,151 shares 158,151 $13.4M 0.04% -1,180 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,778 shares; 2024Q4: 431,493 shares; 2025Q1: 369,865 shares; 2025Q2: 382,900 shares; 2025Q3: 418,602 shares; 2025Q4: 553,448 shares 553,448 $13.4M 0.04% +134,846 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: 36,716 shares; 2024Q4: 37,925 shares; 2025Q1: 36,922 shares; 2025Q2: 36,263 shares; 2025Q3: 36,626 shares; 2025Q4: 43,241 shares 43,241 $13.4M 0.04% +6,615 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769,001 shares; 2024Q4: 515,416 shares; 2025Q1: 538,094 shares; 2025Q2: 531,691 shares; 2025Q3: 350,675 shares; 2025Q4: 326,352 shares 326,352 $13.4M 0.04% -24,323 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,393 shares; 2024Q4: 485,385 shares; 2025Q1: 562,639 shares; 2025Q2: 582,536 shares; 2025Q3: 562,450 shares; 2025Q4: 576,405 shares 576,405 $13.4M 0.04% +13,955 Timeline JPME 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: 46,276 shares; 2024Q4: 59,993 shares; 2025Q1: 86,439 shares; 2025Q2: 93,781 shares; 2025Q3: 111,752 shares; 2025Q4: 123,107 shares 123,107 $13.4M 0.04% +11,355 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,249 shares; 2024Q4: 143,087 shares; 2025Q1: 80,194 shares; 2025Q2: 197,258 shares; 2025Q3: 212,207 shares; 2025Q4: 184,890 shares 184,890 $13.3M 0.04% -27,317 Timeline PALC 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: 226,855 shares; 2024Q4: 239,355 shares; 2025Q1: 247,011 shares; 2025Q2: 235,173 shares; 2025Q3: 263,685 shares; 2025Q4: 254,182 shares 254,182 $13.3M 0.04% -9,503 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: 86,949 shares; 2024Q4: 94,001 shares; 2025Q1: 98,554 shares; 2025Q2: 114,882 shares; 2025Q3: 115,542 shares; 2025Q4: 135,107 shares 135,107 $13.2M 0.03% +19,565 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: 96,775 shares; 2024Q4: 92,454 shares; 2025Q1: 120,957 shares; 2025Q2: 123,688 shares; 2025Q3: 119,869 shares; 2025Q4: 119,747 shares 119,747 $13.2M 0.03% -122 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: 44,200 shares; 2024Q4: 47,665 shares; 2025Q1: 69,958 shares; 2025Q2: 71,975 shares; 2025Q3: 95,180 shares; 2025Q4: 97,532 shares 97,532 $13.2M 0.03% +2,352 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: 445,873 shares; 2024Q4: 462,644 shares; 2025Q1: 458,223 shares; 2025Q2: 450,532 shares; 2025Q3: 469,304 shares; 2025Q4: 439,859 shares 439,859 $13.1M 0.03% -29,445 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,923 shares; 2024Q4: 34,021 shares; 2025Q1: 34,704 shares; 2025Q2: 32,220 shares; 2025Q3: 33,749 shares; 2025Q4: 33,285 shares 33,285 $13.1M 0.03% -464 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,576 shares; 2024Q4: 447,593 shares; 2025Q1: 535,490 shares; 2025Q2: 462,708 shares; 2025Q3: 283,755 shares; 2025Q4: 266,326 shares 266,326 $13.1M 0.03% -17,429 Timeline BBJP 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: 5,645 shares; 2024Q4: 5,757 shares; 2025Q1: 5,135 shares; 2025Q2: 53,850 shares; 2025Q3: 166,325 shares; 2025Q4: 198,580 shares 198,580 $13.1M 0.03% +32,255 Timeline IYF 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: 125,179 shares; 2024Q4: 111,843 shares; 2025Q1: 116,713 shares; 2025Q2: 118,170 shares; 2025Q3: 138,748 shares; 2025Q4: 101,240 shares 101,240 $13.1M 0.03% -37,508 Timeline AOR 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: 172,365 shares; 2024Q4: 180,227 shares; 2025Q1: 183,505 shares; 2025Q2: 180,843 shares; 2025Q3: 198,212 shares; 2025Q4: 200,731 shares 200,731 $13M 0.03% +2,519 Timeline