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: 2,216,956 shares; 2024Q3: 2,009,809 shares; 2024Q4: 1,928,796 shares; 2025Q1: 1,803,506 shares; 2025Q2: 1,228,919 shares; 2025Q3: 1,353,920 shares; 2025Q4: 1,435,788 shares 1,435,788 $983M 2.66% +81,868 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: 6,665,684 shares; 2024Q3: 7,213,673 shares; 2024Q4: 7,871,008 shares; 2025Q1: 8,484,225 shares; 2025Q2: 9,940,516 shares; 2025Q3: 9,958,969 shares; 2025Q4: 10,359,261 shares 10,359,261 $831M 2.25% +400,292 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: 17,842,309 shares; 2024Q3: 21,325,421 shares; 2024Q4: 18,881,700 shares; 2025Q1: 18,072,843 shares; 2025Q2: 17,375,112 shares; 2025Q3: 17,108,743 shares; 2025Q4: 17,194,171 shares 17,194,171 $800M 2.17% +85,428 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: 2,000,264 shares; 2024Q3: 2,071,727 shares; 2024Q4: 2,184,176 shares; 2025Q1: 2,294,240 shares; 2025Q2: 2,310,366 shares; 2025Q3: 2,506,458 shares; 2025Q4: 2,710,224 shares 2,710,224 $737M 2% +203,766 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: 10,518,779 shares; 2024Q3: 11,425,714 shares; 2024Q4: 12,542,476 shares; 2025Q1: 12,968,374 shares; 2025Q2: 14,181,618 shares; 2025Q3: 14,633,828 shares; 2025Q4: 15,520,557 shares 15,520,557 $689M 1.87% +886,729 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: 2,357,223 shares; 2024Q3: 2,538,205 shares; 2024Q4: 2,614,987 shares; 2025Q1: 2,921,794 shares; 2025Q2: 2,963,649 shares; 2025Q3: 3,291,598 shares; 2025Q4: 3,373,887 shares 3,373,887 $629M 1.71% +82,289 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: 6,010,873 shares; 2024Q3: 5,713,256 shares; 2024Q4: 5,377,109 shares; 2025Q1: 5,374,210 shares; 2025Q2: 5,241,399 shares; 2025Q3: 4,798,004 shares; 2025Q4: 4,775,251 shares 4,775,251 $589M 1.59% -22,753 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: 1,465,679 shares; 2024Q3: 1,451,914 shares; 2024Q4: 1,449,306 shares; 2025Q1: 1,806,062 shares; 2025Q2: 1,867,100 shares; 2025Q3: 1,876,261 shares; 2025Q4: 2,579,248 shares 2,579,248 $547M 1.48% +702,987 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: 803,851 shares; 2024Q3: 829,883 shares; 2024Q4: 865,480 shares; 2025Q1: 909,409 shares; 2025Q2: 940,134 shares; 2025Q3: 1,010,930 shares; 2025Q4: 1,070,954 shares 1,070,954 $518M 1.4% +60,024 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: 8,884,198 shares; 2024Q3: 8,847,525 shares; 2024Q4: 8,424,922 shares; 2025Q1: 8,022,923 shares; 2025Q2: 7,861,650 shares; 2025Q3: 7,907,088 shares; 2025Q4: 8,014,666 shares 8,014,666 $487M 1.32% +107,578 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: 14,010,316 shares; 2024Q3: 15,064,765 shares; 2024Q4: 16,328,149 shares; 2025Q1: 15,955,089 shares; 2025Q2: 17,087,709 shares; 2025Q3: 16,996,647 shares; 2025Q4: 18,193,758 shares 18,193,758 $468M 1.27% +1,197,111 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: 4,023,996 shares; 2024Q3: 3,952,552 shares; 2024Q4: 3,759,692 shares; 2025Q1: 3,322,909 shares; 2025Q2: 3,387,135 shares; 2025Q3: 3,247,550 shares; 2025Q4: 2,245,928 shares 2,245,928 $446M 1.21% -1,001,622 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: 160,834 shares; 2024Q3: 151,243 shares; 2024Q4: 129,116 shares; 2025Q1: 415,396 shares; 2025Q2: 511,639 shares; 2025Q3: 1,163,773 shares; 2025Q4: 1,190,792 shares 1,190,792 $408M 1.11% +27,019 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: 3,037,297 shares; 2024Q3: 6,177,993 shares; 2024Q4: 6,037,621 shares; 2025Q1: 4,620,598 shares; 2025Q2: 6,346,073 shares; 2025Q3: 6,428,350 shares; 2025Q4: 5,503,686 shares 5,503,686 $393M 1.06% -924,664 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,106,782 shares; 2024Q3: 3,612,414 shares; 2024Q4: 3,739,586 shares; 2025Q1: 4,154,795 shares; 2025Q2: 3,863,241 shares; 2025Q3: 3,971,761 shares; 2025Q4: 4,149,576 shares 4,149,576 $386M 1.05% +177,815 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: 1,988,620 shares; 2024Q3: 1,651,041 shares; 2024Q4: 1,647,571 shares; 2025Q1: 2,514,391 shares; 2025Q2: 4,139,966 shares; 2025Q3: 4,416,474 shares; 2025Q4: 5,690,088 shares 5,690,088 $382M 1.04% +1,273,614 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: 508 shares; 2024Q3: 370 shares; 2024Q4: 434,939 shares; 2025Q1: 1,313,198 shares; 2025Q2: 2,458,025 shares; 2025Q3: 2,622,555 shares; 2025Q4: 2,992,182 shares 2,992,182 $357M 0.97% +369,627 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: 1,185,983 shares; 2024Q3: 1,239,111 shares; 2024Q4: 1,287,680 shares; 2025Q1: 1,368,079 shares; 2025Q2: 1,383,302 shares; 2025Q3: 1,471,124 shares; 2025Q4: 1,540,638 shares 1,540,638 $356M 0.96% +69,514 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: 304,206 shares; 2024Q3: 282,562 shares; 2024Q4: 325,085 shares; 2025Q1: 329,446 shares; 2025Q2: 302,252 shares; 2025Q3: 353,546 shares; 2025Q4: 502,041 shares 502,041 $342M 0.93% +148,495 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: 892,834 shares; 2024Q3: 895,887 shares; 2024Q4: 918,030 shares; 2025Q1: 973,415 shares; 2025Q2: 963,735 shares; 2025Q3: 1,025,597 shares; 2025Q4: 1,039,950 shares 1,039,950 $326M 0.88% +14,353 Timeline LGLV 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: 3,910 shares; 2024Q3: 318,115 shares; 2024Q4: 339,865 shares; 2025Q1: 814,631 shares; 2025Q2: 1,380,611 shares; 2025Q3: 1,524,059 shares; 2025Q4: 1,804,160 shares 1,804,160 $317M 0.86% +280,101 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: 598,507 shares; 2024Q3: 593,586 shares; 2024Q4: 597,627 shares; 2025Q1: 529,562 shares; 2025Q2: 524,949 shares; 2025Q3: 532,105 shares; 2025Q4: 514,062 shares 514,062 $316M 0.86% -18,043 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: 432,123 shares; 2024Q3: 426,128 shares; 2024Q4: 428,819 shares; 2025Q1: 532,135 shares; 2025Q2: 532,190 shares; 2025Q3: 518,983 shares; 2025Q4: 643,577 shares 643,577 $314M 0.85% +124,594 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: 2,139,472 shares; 2024Q3: 2,324,775 shares; 2024Q4: 2,450,975 shares; 2025Q1: 2,216,370 shares; 2025Q2: 2,660,996 shares; 2025Q3: 2,774,152 shares; 2025Q4: 2,843,217 shares 2,843,217 $303M 0.82% +69,065 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: 511,891 shares; 2024Q3: 491,655 shares; 2024Q4: 935,132 shares; 2025Q1: 917,388 shares; 2025Q2: 899,569 shares; 2025Q3: 911,115 shares; 2025Q4: 1,141,425 shares 1,141,425 $286M 0.77% +230,310 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: 3,447,798 shares; 2024Q3: 3,397,395 shares; 2024Q4: 3,361,341 shares; 2025Q1: 3,156,417 shares; 2025Q2: 3,205,861 shares; 2025Q3: 3,127,476 shares; 2025Q4: 3,266,337 shares 3,266,337 $269M 0.73% +138,861 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: 1,735,574 shares; 2024Q3: 1,731,755 shares; 2024Q4: 6,979,366 shares; 2025Q1: 7,213,032 shares; 2025Q2: 7,274,770 shares; 2025Q3: 7,302,629 shares; 2025Q4: 7,458,612 shares 7,458,612 $243M 0.66% +155,983 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: 4,139,521 shares; 2024Q3: 4,351,050 shares; 2024Q4: 4,628,432 shares; 2025Q1: 4,085,636 shares; 2025Q2: 4,188,320 shares; 2025Q3: 4,074,439 shares; 2025Q4: 4,085,059 shares 4,085,059 $232M 0.63% +10,620 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: 1,840,039 shares; 2024Q3: 1,864,939 shares; 2024Q4: 1,838,807 shares; 2025Q1: 2,030,309 shares; 2025Q2: 2,360,037 shares; 2025Q3: 2,843,810 shares; 2025Q4: 2,471,078 shares 2,471,078 $226M 0.61% -372,732 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: 44,963 shares; 2024Q3: 519,912 shares; 2024Q4: 587,534 shares; 2025Q1: 574,860 shares; 2025Q2: 578,944 shares; 2025Q3: 625,944 shares; 2025Q4: 650,857 shares 650,857 $225M 0.61% +24,913 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,114,598 shares; 2024Q3: 5,721,998 shares; 2024Q4: 5,707,488 shares; 2025Q1: 6,581,942 shares; 2025Q2: 4,694,872 shares; 2025Q3: 4,728,484 shares; 2025Q4: 3,590,731 shares 3,590,731 $208M 0.56% -1,137,753 Timeline BILS 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: 1,623,109 shares; 2024Q3: 1,678,123 shares; 2024Q4: 1,667,377 shares; 2025Q1: 2,027,560 shares; 2025Q2: 1,875,910 shares; 2025Q3: 2,151,374 shares; 2025Q4: 2,057,442 shares 2,057,442 $204M 0.55% -93,932 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: 461,741 shares; 2024Q3: 455,605 shares; 2024Q4: 445,991 shares; 2025Q1: 490,080 shares; 2025Q2: 578,315 shares; 2025Q3: 615,956 shares; 2025Q4: 1,405,043 shares 1,405,043 $202M 0.55% +789,087 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: 258,330 shares; 2024Q3: 258,336 shares; 2024Q4: 265,409 shares; 2025Q1: 309,207 shares; 2025Q2: 319,751 shares; 2025Q3: 373,380 shares; 2025Q4: 384,825 shares 384,825 $193M 0.52% +11,445 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: 1,264,165 shares; 2024Q3: 1,812,312 shares; 2024Q4: 2,012,588 shares; 2025Q1: 2,938,217 shares; 2025Q2: 3,372,540 shares; 2025Q3: 4,283,204 shares; 2025Q4: 4,740,178 shares 4,740,178 $191M 0.52% +456,974 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: 2,235,868 shares; 2024Q3: 2,389,977 shares; 2024Q4: 2,377,610 shares; 2025Q1: 2,019,792 shares; 2025Q2: 1,937,822 shares; 2025Q3: 1,902,903 shares; 2025Q4: 1,910,110 shares 1,910,110 $182M 0.49% +7,207 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,576,316 shares; 2024Q3: 2,993,488 shares; 2024Q4: 3,185,607 shares; 2025Q1: 3,115,011 shares; 2025Q2: 4,557,214 shares; 2025Q3: 5,340,397 shares; 2025Q4: 6,289,128 shares 6,289,128 $181M 0.49% +948,731 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: 306,218 shares; 2024Q3: 306,723 shares; 2024Q4: 317,039 shares; 2025Q1: 340,388 shares; 2025Q2: 351,786 shares; 2025Q3: 374,543 shares; 2025Q4: 389,506 shares 389,506 $175M 0.47% +14,963 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: 341,662 shares; 2024Q3: 364,410 shares; 2024Q4: 386,275 shares; 2025Q1: 427,175 shares; 2025Q2: 425,818 shares; 2025Q3: 480,453 shares; 2025Q4: 536,109 shares 536,109 $173M 0.47% +55,656 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634,012 shares; 2025Q3: 4,850,165 shares; 2025Q4: 5,120,639 shares 5,120,639 $171M 0.46% +270,474 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: 3,228,381 shares; 2024Q3: 4,588,142 shares; 2024Q4: 4,490,479 shares; 2025Q1: 4,953,406 shares; 2025Q2: 5,071,339 shares; 2025Q3: 5,081,884 shares; 2025Q4: 4,964,256 shares 4,964,256 $170M 0.46% -117,628 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: 1,729,526 shares; 2024Q3: 1,713,908 shares; 2024Q4: 1,623,887 shares; 2025Q1: 1,663,528 shares; 2025Q2: 1,479,600 shares; 2025Q3: 1,655,565 shares; 2025Q4: 1,675,562 shares 1,675,562 $168M 0.46% +19,997 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: 225,051 shares; 2024Q3: 240,263 shares; 2024Q4: 247,968 shares; 2025Q1: 235,165 shares; 2025Q2: 236,349 shares; 2025Q3: 242,774 shares; 2025Q4: 252,783 shares 252,783 $167M 0.45% +10,009 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: 364,487 shares; 2024Q3: 352,478 shares; 2024Q4: 383,236 shares; 2025Q1: 571,897 shares; 2025Q2: 575,149 shares; 2025Q3: 556,104 shares; 2025Q4: 859,845 shares 859,845 $164M 0.45% +303,741 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: 209,695 shares; 2024Q3: 234,209 shares; 2024Q4: 209,829 shares; 2025Q1: 1,382,695 shares; 2025Q2: 1,687,737 shares; 2025Q3: 1,739,131 shares; 2025Q4: 1,591,487 shares 1,591,487 $162M 0.44% -147,644 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: 34,060 shares; 2024Q3: 33,643 shares; 2024Q4: 767,970 shares; 2025Q1: 980,573 shares; 2025Q2: 1,037,216 shares; 2025Q3: 1,896,741 shares; 2025Q4: 1,954,113 shares 1,954,113 $159M 0.43% +57,372 Timeline ULST 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: 1,745,582 shares; 2024Q3: 1,617,253 shares; 2024Q4: 1,672,598 shares; 2025Q1: 1,704,621 shares; 2025Q2: 3,127,666 shares; 2025Q3: 3,562,010 shares; 2025Q4: 3,802,612 shares 3,802,612 $154M 0.42% +240,602 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: 1,123,463 shares; 2024Q3: 1,358,481 shares; 2024Q4: 4,893,735 shares; 2025Q1: 5,650,775 shares; 2025Q2: 5,614,863 shares; 2025Q3: 5,393,495 shares; 2025Q4: 5,505,058 shares 5,505,058 $151M 0.41% +111,563 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: 187,599 shares; 2024Q3: 191,260 shares; 2024Q4: 287,149 shares; 2025Q1: 358,274 shares; 2025Q2: 347,208 shares; 2025Q3: 371,613 shares; 2025Q4: 380,100 shares 380,100 $151M 0.41% +8,487 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: 1,000,731 shares; 2024Q3: 1,273,648 shares; 2024Q4: 1,416,936 shares; 2025Q1: 1,477,223 shares; 2025Q2: 2,158,750 shares; 2025Q3: 2,617,055 shares; 2025Q4: 3,268,874 shares 3,268,874 $150M 0.41% +651,819 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: 72,700 shares; 2024Q3: 75,089 shares; 2024Q4: 94,718 shares; 2025Q1: 99,633 shares; 2025Q2: 88,743 shares; 2025Q3: 98,555 shares; 2025Q4: 137,831 shares 137,831 $148M 0.4% +39,276 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: not reported; 2024Q3: 1,607,814 shares; 2024Q4: 1,680,725 shares; 2025Q1: 1,850,921 shares; 2025Q2: 2,601,082 shares; 2025Q3: 3,054,488 shares; 2025Q4: 3,249,628 shares 3,249,628 $148M 0.4% +195,140 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: 311,006 shares; 2024Q3: 313,837 shares; 2024Q4: 338,666 shares; 2025Q1: 358,822 shares; 2025Q2: 383,108 shares; 2025Q3: 442,829 shares; 2025Q4: 446,558 shares 446,558 $140M 0.38% +3,729 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 76,635 shares; 2024Q3: 75,190 shares; 2024Q4: 234,818 shares; 2025Q1: 232,147 shares; 2025Q2: 227,063 shares; 2025Q3: 228,956 shares; 2025Q4: 220,765 shares 220,765 $138M 0.38% -8,191 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: 914,777 shares; 2024Q3: 931,526 shares; 2024Q4: 924,020 shares; 2025Q1: 918,701 shares; 2025Q2: 946,483 shares; 2025Q3: 1,175,703 shares; 2025Q4: 1,233,521 shares 1,233,521 $137M 0.37% +57,818 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: 404,004 shares; 2024Q3: 434,670 shares; 2024Q4: 471,740 shares; 2025Q1: 521,918 shares; 2025Q2: 539,187 shares; 2025Q3: 605,826 shares; 2025Q4: 656,875 shares 656,875 $136M 0.37% +51,049 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: 834,910 shares; 2024Q3: 961,254 shares; 2024Q4: 999,555 shares; 2025Q1: 1,334,647 shares; 2025Q2: 1,434,707 shares; 2025Q3: 1,484,745 shares; 2025Q4: 1,452,422 shares 1,452,422 $135M 0.37% -32,323 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: 780,721 shares; 2024Q3: 597,405 shares; 2024Q4: 611,512 shares; 2025Q1: 1,085,129 shares; 2025Q2: 1,411,110 shares; 2025Q3: 1,514,521 shares; 2025Q4: 1,706,206 shares 1,706,206 $128M 0.35% +191,685 Timeline SPEU 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: 329 shares; 2024Q3: 261 shares; 2024Q4: 259 shares; 2025Q1: 816,619 shares; 2025Q2: 2,047,116 shares; 2025Q3: 2,215,382 shares; 2025Q4: 2,433,270 shares 2,433,270 $127M 0.34% +217,888 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: 617,577 shares; 2024Q3: 639,429 shares; 2024Q4: 683,909 shares; 2025Q1: 747,522 shares; 2025Q2: 771,927 shares; 2025Q3: 909,029 shares; 2025Q4: 1,053,880 shares 1,053,880 $127M 0.34% +144,851 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 702,818 shares; 2025Q2: 3,164,420 shares; 2025Q3: 3,209,860 shares; 2025Q4: 3,261,677 shares 3,261,677 $126M 0.34% +51,817 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: 1,679,290 shares; 2024Q3: 1,295,242 shares; 2024Q4: 1,801,524 shares; 2025Q1: 1,955,877 shares; 2025Q2: 2,190,512 shares; 2025Q3: 2,263,731 shares; 2025Q4: 2,438,252 shares 2,438,252 $114M 0.31% +174,521 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: 210,687 shares; 2024Q3: 238,952 shares; 2024Q4: 248,504 shares; 2025Q1: 422,475 shares; 2025Q2: 1,336,115 shares; 2025Q3: 3,088,283 shares; 2025Q4: 4,218,007 shares 4,218,007 $113M 0.3% +1,129,724 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: 5,808 shares; 2024Q3: 5,063 shares; 2024Q4: 3,349 shares; 2025Q1: 2,078 shares; 2025Q2: 2,008,292 shares; 2025Q3: 2,090,068 shares; 2025Q4: 2,178,011 shares 2,178,011 $109M 0.3% +87,943 Timeline CORP 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: 1,038,645 shares; 2024Q3: 1,163,332 shares; 2024Q4: 1,316,373 shares; 2025Q1: 1,425,160 shares; 2025Q2: 1,354,031 shares; 2025Q3: 1,106,492 shares; 2025Q4: 1,108,969 shares 1,108,969 $109M 0.29% +2,477 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: 522,489 shares; 2024Q3: 534,583 shares; 2024Q4: 610,270 shares; 2025Q1: 631,814 shares; 2025Q2: 771,977 shares; 2025Q3: 955,066 shares; 2025Q4: 1,017,023 shares 1,017,023 $107M 0.29% +61,957 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,087,535 shares; 2024Q3: 2,847,185 shares; 2024Q4: 3,153,312 shares; 2025Q1: 3,427,200 shares; 2025Q2: 3,469,787 shares; 2025Q3: 3,552,982 shares; 2025Q4: 3,775,730 shares 3,775,730 $106M 0.29% +222,748 Timeline SPIP 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: 70,981 shares; 2024Q3: 34,770 shares; 2024Q4: 31,283 shares; 2025Q1: 2,738,009 shares; 2025Q2: 3,028,405 shares; 2025Q3: 3,541,271 shares; 2025Q4: 4,085,211 shares 4,085,211 $106M 0.29% +543,940 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: 229,631 shares; 2024Q3: 245,019 shares; 2024Q4: 276,019 shares; 2025Q1: 309,251 shares; 2025Q2: 323,383 shares; 2025Q3: 379,652 shares; 2025Q4: 460,001 shares 460,001 $105M 0.28% +80,349 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: 1,800,112 shares; 2024Q3: 2,050,024 shares; 2024Q4: 2,012,253 shares; 2025Q1: 1,991,270 shares; 2025Q2: 1,931,897 shares; 2025Q3: 1,936,512 shares; 2025Q4: 1,976,232 shares 1,976,232 $104M 0.28% +39,720 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: 1,037,710 shares; 2024Q3: 1,058,331 shares; 2024Q4: 1,125,849 shares; 2025Q1: 1,161,868 shares; 2025Q2: 1,187,375 shares; 2025Q3: 1,244,565 shares; 2025Q4: 1,329,980 shares 1,329,980 $102M 0.28% +85,415 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: 565,225 shares; 2024Q3: 690,668 shares; 2024Q4: 774,397 shares; 2025Q1: 1,619,028 shares; 2025Q2: 1,782,638 shares; 2025Q3: 2,186,889 shares; 2025Q4: 2,255,337 shares 2,255,337 $100M 0.27% +68,448 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: 457,136 shares; 2024Q3: 476,257 shares; 2024Q4: 495,993 shares; 2025Q1: 489,085 shares; 2025Q2: 525,837 shares; 2025Q3: 648,954 shares; 2025Q4: 685,934 shares 685,934 $98.3M 0.27% +36,980 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,231,301 shares; 2024Q3: 1,394,095 shares; 2024Q4: 1,477,540 shares; 2025Q1: 1,620,900 shares; 2025Q2: 1,772,386 shares; 2025Q3: 2,519,089 shares; 2025Q4: 3,891,846 shares 3,891,846 $98.1M 0.27% +1,372,757 Timeline GTO 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: 1,022,715 shares; 2024Q3: 1,461,419 shares; 2024Q4: 1,592,817 shares; 2025Q1: 1,695,993 shares; 2025Q2: 1,699,341 shares; 2025Q3: 1,899,614 shares; 2025Q4: 2,060,937 shares 2,060,937 $97.7M 0.26% +161,323 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: 27,925 shares; 2024Q3: 27,583 shares; 2024Q4: 26,729 shares; 2025Q1: 26,974 shares; 2025Q2: 27,850 shares; 2025Q3: 437,468 shares; 2025Q4: 453,853 shares 453,853 $97.4M 0.26% +16,385 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: 405,776 shares; 2024Q3: 548,355 shares; 2024Q4: 572,998 shares; 2025Q1: 781,452 shares; 2025Q2: 863,820 shares; 2025Q3: 992,713 shares; 2025Q4: 1,150,755 shares 1,150,755 $94.7M 0.26% +158,042 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: 1,739,888 shares; 2024Q3: 1,832,301 shares; 2024Q4: 1,975,605 shares; 2025Q1: 1,939,744 shares; 2025Q2: 1,960,370 shares; 2025Q3: 1,947,086 shares; 2025Q4: 1,653,081 shares 1,653,081 $94.6M 0.26% -294,005 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 38,048 shares; 2024Q3: 103,293 shares; 2024Q4: 386,105 shares; 2025Q1: 404,656 shares; 2025Q2: 307,973 shares; 2025Q3: 185,525 shares; 2025Q4: 4,022,406 shares 4,022,406 $94M 0.25% +3,836,881 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 976,174 shares; 2024Q3: 977,892 shares; 2024Q4: 948,752 shares; 2025Q1: 966,930 shares; 2025Q2: 867,095 shares; 2025Q3: 923,898 shares; 2025Q4: 939,933 shares 939,933 $90.2M 0.24% +16,035 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: 223,140 shares; 2024Q3: 223,164 shares; 2024Q4: 234,897 shares; 2025Q1: 237,831 shares; 2025Q2: 217,847 shares; 2025Q3: 236,039 shares; 2025Q4: 255,371 shares 255,371 $89.6M 0.24% +19,332 Timeline DHS 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: 956,096 shares; 2024Q3: 910,979 shares; 2024Q4: 879,239 shares; 2025Q1: 854,291 shares; 2025Q2: 844,212 shares; 2025Q3: 859,127 shares; 2025Q4: 859,111 shares 859,111 $87.5M 0.24% -16 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: 96,345 shares; 2024Q3: 112,897 shares; 2024Q4: 153,093 shares; 2025Q1: 193,302 shares; 2025Q2: 346,675 shares; 2025Q3: 458,063 shares; 2025Q4: 491,914 shares 491,914 $87.4M 0.24% +33,851 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: 497,040 shares; 2024Q3: 616,573 shares; 2024Q4: 522,451 shares; 2025Q1: 1,130,886 shares; 2025Q2: 1,690,263 shares; 2025Q3: 2,082,026 shares; 2025Q4: 1,997,808 shares 1,997,808 $87.2M 0.24% -84,218 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: 11,446 shares; 2024Q3: 10,424 shares; 2024Q4: 12,509 shares; 2025Q1: 85,159 shares; 2025Q2: 86,101 shares; 2025Q3: 241,309 shares; 2025Q4: 337,950 shares 337,950 $85.5M 0.23% +96,641 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: 336,898 shares; 2024Q3: 384,411 shares; 2024Q4: 360,062 shares; 2025Q1: 396,181 shares; 2025Q2: 430,314 shares; 2025Q3: 699,685 shares; 2025Q4: 950,067 shares 950,067 $85M 0.23% +250,382 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: 191,271 shares; 2024Q3: 195,937 shares; 2024Q4: 210,015 shares; 2025Q1: 205,767 shares; 2025Q2: 209,935 shares; 2025Q3: 224,521 shares; 2025Q4: 242,226 shares 242,226 $83.3M 0.23% +17,705 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: 438,648 shares; 2024Q3: 323,392 shares; 2024Q4: 326,454 shares; 2025Q1: 568,485 shares; 2025Q2: 565,410 shares; 2025Q3: 382,238 shares; 2025Q4: 1,007,033 shares 1,007,033 $80.3M 0.22% +624,795 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,640 shares; 2024Q3: 11,756 shares; 2024Q4: 15,501 shares; 2025Q1: 22,583 shares; 2025Q2: 2,375,839 shares; 2025Q3: 2,611,640 shares; 2025Q4: 2,939,794 shares 2,939,794 $80.1M 0.22% +328,154 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: 446,205 shares; 2024Q3: 506,309 shares; 2024Q4: 510,211 shares; 2025Q1: 490,146 shares; 2025Q2: 487,385 shares; 2025Q3: 526,024 shares; 2025Q4: 535,621 shares 535,621 $79.6M 0.22% +9,597 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: 1,163 shares; 2024Q3: 1,328 shares; 2024Q4: 1,908 shares; 2025Q1: 2,120 shares; 2025Q2: 128,451 shares; 2025Q3: 781,531 shares; 2025Q4: 931,521 shares 931,521 $79.5M 0.22% +149,990 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: 120,671 shares; 2024Q3: 141,690 shares; 2024Q4: 157,083 shares; 2025Q1: 199,612 shares; 2025Q2: 198,586 shares; 2025Q3: 238,802 shares; 2025Q4: 254,865 shares 254,865 $78.5M 0.21% +16,063 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: 39,350 shares; 2024Q3: 49,104 shares; 2024Q4: 64,659 shares; 2025Q1: 715,313 shares; 2025Q2: 2,207,565 shares; 2025Q3: 2,050,753 shares; 2025Q4: 2,168,040 shares 2,168,040 $76.6M 0.21% +117,287 Timeline QHY 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: 1,649,549 shares; 2024Q3: 1,626,803 shares; 2024Q4: 1,613,119 shares; 2025Q1: 1,621,849 shares; 2025Q2: 1,597,815 shares; 2025Q3: 1,642,706 shares; 2025Q4: 1,647,308 shares 1,647,308 $76.5M 0.21% +4,602 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: 780,427 shares; 2024Q3: 885,042 shares; 2024Q4: 966,325 shares; 2025Q1: 1,027,827 shares; 2025Q2: 1,037,427 shares; 2025Q3: 1,175,220 shares; 2025Q4: 1,386,978 shares 1,386,978 $76.3M 0.21% +211,758 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,053,257 shares; 2024Q3: 1,135,125 shares; 2024Q4: 1,163,551 shares; 2025Q1: 1,192,606 shares; 2025Q2: 1,263,664 shares; 2025Q3: 1,367,800 shares; 2025Q4: 1,378,802 shares 1,378,802 $75.6M 0.2% +11,002 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,026,537 shares; 2024Q3: 1,255,964 shares; 2024Q4: 1,132,713 shares; 2025Q1: 1,109,104 shares; 2025Q2: 1,106,231 shares; 2025Q3: 1,368,828 shares; 2025Q4: 1,622,210 shares 1,622,210 $75.2M 0.2% +253,382 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: 658,139 shares; 2024Q3: 728,740 shares; 2024Q4: 733,304 shares; 2025Q1: 731,763 shares; 2025Q2: 761,223 shares; 2025Q3: 784,525 shares; 2025Q4: 795,730 shares 795,730 $74.9M 0.2% +11,205 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: 220,856 shares; 2024Q3: 236,744 shares; 2024Q4: 247,377 shares; 2025Q1: 292,918 shares; 2025Q2: 349,396 shares; 2025Q3: 497,740 shares; 2025Q4: 514,612 shares 514,612 $73.9M 0.2% +16,872 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: 679,503 shares; 2024Q3: 792,357 shares; 2024Q4: 683,531 shares; 2025Q1: 508,129 shares; 2025Q2: 516,651 shares; 2025Q3: 640,101 shares; 2025Q4: 687,924 shares 687,924 $73.7M 0.2% +47,823 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: 1,713,002 shares; 2024Q3: 2,018,736 shares; 2024Q4: 2,237,839 shares; 2025Q1: 2,466,439 shares; 2025Q2: 2,457,622 shares; 2025Q3: 2,653,508 shares; 2025Q4: 2,750,127 shares 2,750,127 $72.8M 0.2% +96,619 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: 525,658 shares; 2024Q3: 631,046 shares; 2024Q4: 680,561 shares; 2025Q1: 604,280 shares; 2025Q2: 658,440 shares; 2025Q3: 681,686 shares; 2025Q4: 719,445 shares 719,445 $71.9M 0.19% +37,759 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: 959,795 shares; 2024Q3: 1,031,010 shares; 2024Q4: 2,274,604 shares; 2025Q1: 3,002,553 shares; 2025Q2: 3,291,539 shares; 2025Q3: 2,833,034 shares; 2025Q4: 2,934,069 shares 2,934,069 $70.5M 0.19% +101,035 Timeline TAXF 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: 766,784 shares; 2024Q3: 959,910 shares; 2024Q4: 1,036,231 shares; 2025Q1: 1,080,833 shares; 2025Q2: 1,122,940 shares; 2025Q3: 1,338,537 shares; 2025Q4: 1,389,743 shares 1,389,743 $70M 0.19% +51,206 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: 154,490 shares; 2024Q3: 143,114 shares; 2024Q4: 143,822 shares; 2025Q1: 143,833 shares; 2025Q2: 145,399 shares; 2025Q3: 215,943 shares; 2025Q4: 202,911 shares 202,911 $68M 0.18% -13,032 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: 437,626 shares; 2024Q3: 480,651 shares; 2024Q4: 846,436 shares; 2025Q1: 822,043 shares; 2025Q2: 1,017,109 shares; 2025Q3: 979,064 shares; 2025Q4: 970,829 shares 970,829 $67.4M 0.18% -8,235 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: 69,599 shares; 2024Q3: 77,811 shares; 2024Q4: 84,074 shares; 2025Q1: 90,696 shares; 2025Q2: 90,633 shares; 2025Q3: 101,188 shares; 2025Q4: 117,356 shares 117,356 $67.2M 0.18% +16,168 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: 1,043,406 shares; 2024Q3: 1,152,800 shares; 2024Q4: 1,217,717 shares; 2025Q1: 1,122,232 shares; 2025Q2: 882,889 shares; 2025Q3: 682,275 shares; 2025Q4: 646,558 shares 646,558 $67M 0.18% -35,717 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: 542,687 shares; 2024Q3: 581,448 shares; 2024Q4: 593,301 shares; 2025Q1: 599,411 shares; 2025Q2: 599,579 shares; 2025Q3: 806,549 shares; 2025Q4: 1,228,590 shares 1,228,590 $66.3M 0.18% +422,041 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: 119,942 shares; 2024Q3: 126,654 shares; 2024Q4: 137,850 shares; 2025Q1: 119,086 shares; 2025Q2: 122,623 shares; 2025Q3: 148,049 shares; 2025Q4: 220,569 shares 220,569 $65.3M 0.18% +72,520 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: 495,473 shares; 2024Q3: 492,771 shares; 2024Q4: 766,774 shares; 2025Q1: 685,613 shares; 2025Q2: 727,063 shares; 2025Q3: 808,939 shares; 2025Q4: 876,974 shares 876,974 $64.5M 0.17% +68,035 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: 24,861 shares; 2024Q3: 58,928 shares; 2024Q4: 93,379 shares; 2025Q1: 104,699 shares; 2025Q2: 978,086 shares; 2025Q3: 1,054,527 shares; 2025Q4: 1,178,579 shares 1,178,579 $63.7M 0.17% +124,052 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: 270,916 shares; 2024Q3: 287,353 shares; 2024Q4: 306,535 shares; 2025Q1: 325,672 shares; 2025Q2: 416,487 shares; 2025Q3: 448,455 shares; 2025Q4: 536,255 shares 536,255 $63.1M 0.17% +87,800 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: 330,760 shares; 2024Q3: 327,345 shares; 2024Q4: 333,424 shares; 2025Q1: 316,158 shares; 2025Q2: 310,945 shares; 2025Q3: 328,009 shares; 2025Q4: 323,239 shares 323,239 $63M 0.17% -4,770 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: 725,840 shares; 2024Q3: 701,226 shares; 2024Q4: 696,069 shares; 2025Q1: 686,873 shares; 2025Q2: 675,733 shares; 2025Q3: 622,547 shares; 2025Q4: 613,072 shares 613,072 $62.9M 0.17% -9,475 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 610,142 shares; 2024Q3: 591,778 shares; 2024Q4: 628,458 shares; 2025Q1: 828,100 shares; 2025Q2: 1,035,189 shares; 2025Q3: 1,189,801 shares; 2025Q4: 1,242,300 shares 1,242,300 $62.7M 0.17% +52,499 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 847,505 shares; 2024Q3: 1,031,212 shares; 2024Q4: 1,761,418 shares; 2025Q1: 1,832,675 shares; 2025Q2: 2,062,211 shares; 2025Q3: 2,125,985 shares; 2025Q4: 2,192,957 shares 2,192,957 $62.2M 0.17% +66,972 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: 51,613 shares; 2024Q3: 54,764 shares; 2024Q4: 58,493 shares; 2025Q1: 63,289 shares; 2025Q2: 69,235 shares; 2025Q3: 70,682 shares; 2025Q4: 71,705 shares 71,705 $61.8M 0.17% +1,023 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: 73,458 shares; 2024Q3: 71,640 shares; 2024Q4: 78,911 shares; 2025Q1: 79,132 shares; 2025Q2: 83,867 shares; 2025Q3: 94,933 shares; 2025Q4: 130,580 shares 130,580 $61.8M 0.17% +35,647 Timeline JMEE 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: 222,178 shares; 2024Q3: 346,824 shares; 2024Q4: 418,170 shares; 2025Q1: 443,375 shares; 2025Q2: 463,991 shares; 2025Q3: 432,695 shares; 2025Q4: 958,735 shares 958,735 $61.7M 0.17% +526,040 Timeline USHY 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: 1,174,606 shares; 2024Q3: 1,146,453 shares; 2024Q4: 1,136,426 shares; 2025Q1: 1,144,744 shares; 2025Q2: 1,519,300 shares; 2025Q3: 1,535,274 shares; 2025Q4: 1,643,393 shares 1,643,393 $61.5M 0.17% +108,119 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: 1,197,326 shares; 2024Q3: 1,213,320 shares; 2024Q4: 1,240,320 shares; 2025Q1: 1,265,411 shares; 2025Q2: 1,307,571 shares; 2025Q3: 1,464,437 shares; 2025Q4: 1,486,831 shares 1,486,831 $60.6M 0.16% +22,394 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: 199,125 shares; 2024Q3: 224,320 shares; 2024Q4: 231,237 shares; 2025Q1: 242,111 shares; 2025Q2: 233,622 shares; 2025Q3: 273,034 shares; 2025Q4: 1,383,556 shares 1,383,556 $59.1M 0.16% +1,110,522 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: 101,827 shares; 2024Q3: 418,554 shares; 2024Q4: 533,784 shares; 2025Q1: 715,256 shares; 2025Q2: 851,538 shares; 2025Q3: 946,321 shares; 2025Q4: 1,069,699 shares 1,069,699 $58.7M 0.16% +123,378 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: 2,386,254 shares; 2024Q3: 2,455,560 shares; 2024Q4: 2,419,419 shares; 2025Q1: 2,381,434 shares; 2025Q2: 2,268,057 shares; 2025Q3: 2,291,480 shares; 2025Q4: 2,316,764 shares 2,316,764 $57.5M 0.16% +25,284 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: 97,057 shares; 2024Q3: 292,033 shares; 2024Q4: 306,821 shares; 2025Q1: 306,437 shares; 2025Q2: 312,916 shares; 2025Q3: 352,732 shares; 2025Q4: 372,642 shares 372,642 $57.2M 0.16% +19,910 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: 1,061,136 shares; 2024Q3: 1,043,850 shares; 2024Q4: 1,100,630 shares; 2025Q1: 1,159,783 shares; 2025Q2: 1,134,769 shares; 2025Q3: 1,161,836 shares; 2025Q4: 1,115,317 shares 1,115,317 $56.4M 0.15% -46,519 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: 45,330 shares; 2024Q3: 35,464 shares; 2024Q4: 35,962 shares; 2025Q1: 33,352 shares; 2025Q2: 111,233 shares; 2025Q3: 183,815 shares; 2025Q4: 197,019 shares 197,019 $56.2M 0.15% +13,204 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: 701,588 shares; 2024Q3: 686,951 shares; 2024Q4: 690,195 shares; 2025Q1: 687,717 shares; 2025Q2: 668,490 shares; 2025Q3: 641,659 shares; 2025Q4: 619,181 shares 619,181 $55.7M 0.15% -22,478 Timeline DFEM 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: 80,259 shares; 2024Q3: 42,755 shares; 2024Q4: 19,628 shares; 2025Q1: 18,490 shares; 2025Q2: 16,538 shares; 2025Q3: 18,812 shares; 2025Q4: 1,674,861 shares 1,674,861 $55.4M 0.15% +1,656,049 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: 246,368 shares; 2024Q3: 256,705 shares; 2024Q4: 280,503 shares; 2025Q1: 295,855 shares; 2025Q2: 297,604 shares; 2025Q3: 355,287 shares; 2025Q4: 359,809 shares 359,809 $54.8M 0.15% +4,522 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 121,281 shares; 2024Q3: 171,882 shares; 2024Q4: 174,768 shares; 2025Q1: 198,344 shares; 2025Q2: 216,212 shares; 2025Q3: 245,263 shares; 2025Q4: 249,886 shares 249,886 $54.8M 0.15% +4,623 Timeline AGGY 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: 1,130,828 shares; 2024Q3: 1,134,248 shares; 2024Q4: 1,179,343 shares; 2025Q1: 1,182,837 shares; 2025Q2: 1,180,356 shares; 2025Q3: 1,216,314 shares; 2025Q4: 1,237,268 shares 1,237,268 $54.5M 0.15% +20,954 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: 128,843 shares; 2024Q3: 129,805 shares; 2024Q4: 138,937 shares; 2025Q1: 150,112 shares; 2025Q2: 154,418 shares; 2025Q3: 157,141 shares; 2025Q4: 163,784 shares 163,784 $53.6M 0.15% +6,643 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 601,901 shares; 2024Q3: 583,644 shares; 2024Q4: 568,273 shares; 2025Q1: 554,736 shares; 2025Q2: 544,576 shares; 2025Q3: 546,104 shares; 2025Q4: 555,651 shares 555,651 $53.5M 0.14% +9,547 Timeline FELC 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: 2,511 shares; 2024Q3: 2,812 shares; 2024Q4: 302 shares; 2025Q1: 8,602 shares; 2025Q2: 230,866 shares; 2025Q3: 322,687 shares; 2025Q4: 1,396,617 shares 1,396,617 $53.3M 0.14% +1,073,930 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: 98,771 shares; 2024Q3: 99,275 shares; 2024Q4: 108,481 shares; 2025Q1: 117,358 shares; 2025Q2: 133,461 shares; 2025Q3: 160,487 shares; 2025Q4: 158,866 shares 158,866 $52.4M 0.14% -1,621 Timeline SPMB 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: 1,719,804 shares; 2024Q3: 1,751,085 shares; 2024Q4: 1,683,073 shares; 2025Q1: 1,710,232 shares; 2025Q2: 2,058,372 shares; 2025Q3: 2,227,844 shares; 2025Q4: 2,335,864 shares 2,335,864 $52.4M 0.14% +108,020 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: 123,136 shares; 2024Q3: 209,210 shares; 2024Q4: 393,573 shares; 2025Q1: 712,658 shares; 2025Q2: 716,543 shares; 2025Q3: 732,707 shares; 2025Q4: 730,867 shares 730,867 $52.2M 0.14% -1,840 Timeline FMUB 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831,658 shares; 2025Q3: 983,758 shares; 2025Q4: 1,021,446 shares 1,021,446 $52.1M 0.14% +37,688 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 93,718 shares; 2024Q3: 91,355 shares; 2024Q4: 88,642 shares; 2025Q1: 86,508 shares; 2025Q2: 88,780 shares; 2025Q3: 115,661 shares; 2025Q4: 190,055 shares 190,055 $51M 0.14% +74,394 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 108,112 shares; 2024Q3: 185,139 shares; 2024Q4: 189,339 shares; 2025Q1: 196,810 shares; 2025Q2: 251,412 shares; 2025Q3: 312,566 shares; 2025Q4: 944,617 shares 944,617 $50.9M 0.14% +632,051 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: 397,236 shares; 2024Q3: 434,719 shares; 2024Q4: 502,663 shares; 2025Q1: 547,133 shares; 2025Q2: 564,832 shares; 2025Q3: 600,857 shares; 2025Q4: 721,031 shares 721,031 $50.4M 0.14% +120,174 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: 275,837 shares; 2024Q3: 304,908 shares; 2024Q4: 366,886 shares; 2025Q1: 400,208 shares; 2025Q2: 390,420 shares; 2025Q3: 520,133 shares; 2025Q4: 1,126,411 shares 1,126,411 $50.4M 0.14% +606,278 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: 206,714 shares; 2024Q3: 211,970 shares; 2024Q4: 188,410 shares; 2025Q1: 164,382 shares; 2025Q2: 184,575 shares; 2025Q3: 217,463 shares; 2025Q4: 234,019 shares 234,019 $50.1M 0.14% +16,556 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: 1,684 shares; 2024Q3: 2,213 shares; 2024Q4: 1,598 shares; 2025Q1: 3,025 shares; 2025Q2: 4,483 shares; 2025Q3: 7,466 shares; 2025Q4: 206,667 shares 206,667 $49.9M 0.14% +199,201 Timeline DIVI 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: 709,713 shares; 2024Q3: 728,254 shares; 2024Q4: 712,922 shares; 2025Q1: 709,810 shares; 2025Q2: 830,491 shares; 2025Q3: 1,090,174 shares; 2025Q4: 1,244,471 shares 1,244,471 $48.4M 0.13% +154,297 Timeline MUNI 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: 1,321,317 shares; 2024Q3: 1,469,347 shares; 2024Q4: 1,519,188 shares; 2025Q1: 1,598,311 shares; 2025Q2: 826,862 shares; 2025Q3: 866,272 shares; 2025Q4: 922,709 shares 922,709 $48.4M 0.13% +56,437 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: 58,597 shares; 2024Q3: 62,172 shares; 2024Q4: 62,368 shares; 2025Q1: 64,461 shares; 2025Q2: 123,581 shares; 2025Q3: 117,047 shares; 2025Q4: 272,291 shares 272,291 $48.3M 0.13% +155,244 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: 96,173 shares; 2024Q3: 103,940 shares; 2024Q4: 73,418 shares; 2025Q1: 73,388 shares; 2025Q2: 89,666 shares; 2025Q3: 94,037 shares; 2025Q4: 967,006 shares 967,006 $48.3M 0.13% +872,969 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: 240,852 shares; 2024Q3: 293,046 shares; 2024Q4: 340,330 shares; 2025Q1: 382,947 shares; 2025Q2: 384,432 shares; 2025Q3: 473,834 shares; 2025Q4: 539,056 shares 539,056 $48.2M 0.13% +65,222 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: 350,507 shares; 2024Q3: 610,213 shares; 2024Q4: 689,258 shares; 2025Q1: 722,269 shares; 2025Q2: 705,084 shares; 2025Q3: 776,572 shares; 2025Q4: 823,751 shares 823,751 $47.9M 0.13% +47,179 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: 54,838 shares; 2024Q3: 57,927 shares; 2024Q4: 66,031 shares; 2025Q1: 72,174 shares; 2025Q2: 73,927 shares; 2025Q3: 87,939 shares; 2025Q4: 83,248 shares 83,248 $47.5M 0.13% -4,691 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,247 shares; 2024Q3: 2,272 shares; 2024Q4: 2,074 shares; 2025Q1: 4,081 shares; 2025Q2: 35,506 shares; 2025Q3: 53,406 shares; 2025Q4: 60,569 shares 60,569 $46.8M 0.13% +7,163 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: 67,647 shares; 2024Q3: 495,469 shares; 2024Q4: 1,011,282 shares; 2025Q1: 1,243,950 shares; 2025Q2: 1,288,291 shares; 2025Q3: 1,308,488 shares; 2025Q4: 1,310,365 shares 1,310,365 $46.3M 0.13% +1,877 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 144,924 shares; 2024Q3: 162,800 shares; 2024Q4: 225,625 shares; 2025Q1: 453,523 shares; 2025Q2: 485,474 shares; 2025Q3: 543,505 shares; 2025Q4: 601,178 shares 601,178 $46.3M 0.13% +57,673 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: 920,855 shares; 2024Q3: 883,430 shares; 2024Q4: 956,089 shares; 2025Q1: 1,007,714 shares; 2025Q2: 716,177 shares; 2025Q3: 676,893 shares; 2025Q4: 688,424 shares 688,424 $45.4M 0.12% +11,531 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: 61,004 shares; 2024Q3: 57,607 shares; 2024Q4: 59,740 shares; 2025Q1: 61,995 shares; 2025Q2: 66,595 shares; 2025Q3: 70,951 shares; 2025Q4: 93,899 shares 93,899 $45.4M 0.12% +22,948 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: 2,817,711 shares; 2024Q3: 2,460,635 shares; 2024Q4: 2,415,493 shares; 2025Q1: 2,531,131 shares; 2025Q2: 2,635,875 shares; 2025Q3: 2,605,968 shares; 2025Q4: 2,545,651 shares 2,545,651 $45M 0.12% -60,317 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: 61,076 shares; 2024Q3: 59,035 shares; 2024Q4: 44,682 shares; 2025Q1: 41,004 shares; 2025Q2: 42,525 shares; 2025Q3: 43,915 shares; 2025Q4: 469,496 shares 469,496 $44M 0.12% +425,581 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: 391,832 shares; 2024Q3: 365,275 shares; 2024Q4: 364,485 shares; 2025Q1: 351,677 shares; 2025Q2: 351,695 shares; 2025Q3: 354,411 shares; 2025Q4: 354,924 shares 354,924 $43.6M 0.12% +513 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: 120,560 shares; 2024Q3: 118,814 shares; 2024Q4: 359,985 shares; 2025Q1: 403,741 shares; 2025Q2: 401,205 shares; 2025Q3: 407,400 shares; 2025Q4: 1,648,774 shares 1,648,774 $43.2M 0.12% +1,241,374 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: 761,015 shares; 2024Q3: 1,035,544 shares; 2024Q4: 1,209,812 shares; 2025Q1: 1,441,503 shares; 2025Q2: 1,069,726 shares; 2025Q3: 962,788 shares; 2025Q4: 763,619 shares 763,619 $43M 0.12% -199,169 Timeline JSCP 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: 71,643 shares; 2024Q3: 153,297 shares; 2024Q4: 173,645 shares; 2025Q1: 706,243 shares; 2025Q2: 686,431 shares; 2025Q3: 844,131 shares; 2025Q4: 897,404 shares 897,404 $42.7M 0.12% +53,273 Timeline SPTS 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: 1,928,858 shares; 2024Q3: 1,858,195 shares; 2024Q4: 858,500 shares; 2025Q1: 1,182,901 shares; 2025Q2: 860,091 shares; 2025Q3: 1,624,900 shares; 2025Q4: 1,443,445 shares 1,443,445 $42.3M 0.11% -181,455 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: 450,223 shares; 2024Q3: 388,245 shares; 2024Q4: 395,398 shares; 2025Q1: 369,293 shares; 2025Q2: 316,959 shares; 2025Q3: 291,722 shares; 2025Q4: 277,685 shares 277,685 $41.4M 0.11% -14,037 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: 310,662 shares; 2024Q3: 304,932 shares; 2024Q4: 250,568 shares; 2025Q1: 263,215 shares; 2025Q2: 265,467 shares; 2025Q3: 272,990 shares; 2025Q4: 327,276 shares 327,276 $41M 0.11% +54,286 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: 24,303 shares; 2024Q3: 26,552 shares; 2024Q4: 124,995 shares; 2025Q1: 136,174 shares; 2025Q2: 137,452 shares; 2025Q3: 148,540 shares; 2025Q4: 188,382 shares 188,382 $40.9M 0.11% +39,842 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: 259,969 shares; 2024Q3: 245,252 shares; 2024Q4: 253,665 shares; 2025Q1: 331,191 shares; 2025Q2: 337,883 shares; 2025Q3: 404,958 shares; 2025Q4: 436,768 shares 436,768 $40.7M 0.11% +31,810 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,222,634 shares; 2024Q3: 1,089,012 shares; 2024Q4: 1,141,847 shares; 2025Q1: 1,153,729 shares; 2025Q2: 1,123,325 shares; 2025Q3: 1,160,156 shares; 2025Q4: 1,247,591 shares 1,247,591 $40.6M 0.11% +87,435 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: 1,277,707 shares; 2024Q3: 1,323,928 shares; 2024Q4: 1,399,663 shares; 2025Q1: 1,404,722 shares; 2025Q2: 1,488,909 shares; 2025Q3: 1,612,382 shares; 2025Q4: 1,625,379 shares 1,625,379 $40.5M 0.11% +12,997 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: 49,531 shares; 2024Q3: 42,043 shares; 2024Q4: 32,579 shares; 2025Q1: 375,209 shares; 2025Q2: 424,200 shares; 2025Q3: 419,367 shares; 2025Q4: 829,587 shares 829,587 $40.1M 0.11% +410,220 Timeline NTSI 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: 599,337 shares; 2024Q3: 679,323 shares; 2024Q4: 721,014 shares; 2025Q1: 739,087 shares; 2025Q2: 776,545 shares; 2025Q3: 873,984 shares; 2025Q4: 890,387 shares 890,387 $39.3M 0.11% +16,403 Timeline JVAL 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: 884,949 shares; 2024Q3: 865,382 shares; 2024Q4: 860,218 shares; 2025Q1: 849,049 shares; 2025Q2: 853,589 shares; 2025Q3: 786,945 shares; 2025Q4: 797,213 shares 797,213 $39.1M 0.11% +10,268 Timeline EMGF 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: 1,057,999 shares; 2024Q3: 1,004,620 shares; 2024Q4: 871,629 shares; 2025Q1: 747,250 shares; 2025Q2: 682,113 shares; 2025Q3: 686,992 shares; 2025Q4: 675,529 shares 675,529 $39.1M 0.11% -11,463 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 407,595 shares; 2024Q3: 376,924 shares; 2024Q4: 350,799 shares; 2025Q1: 331,511 shares; 2025Q2: 316,899 shares; 2025Q3: 320,834 shares; 2025Q4: 334,561 shares 334,561 $38.8M 0.11% +13,727 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 129,082 shares; 2024Q3: 126,059 shares; 2024Q4: 120,576 shares; 2025Q1: 121,684 shares; 2025Q2: 121,385 shares; 2025Q3: 135,143 shares; 2025Q4: 131,852 shares 131,852 $38.2M 0.1% -3,291 Timeline IUS 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: 1,889 shares; 2024Q3: 2,827 shares; 2024Q4: 2,827 shares; 2025Q1: 2,618 shares; 2025Q2: 1,398 shares; 2025Q3: 625,584 shares; 2025Q4: 667,862 shares 667,862 $38.2M 0.1% +42,278 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: 125,208 shares; 2024Q3: 128,288 shares; 2024Q4: 131,941 shares; 2025Q1: 131,975 shares; 2025Q2: 133,202 shares; 2025Q3: 169,620 shares; 2025Q4: 207,464 shares 207,464 $38M 0.1% +37,844 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: 47,581 shares; 2024Q3: 103,024 shares; 2024Q4: 246,698 shares; 2025Q1: 284,694 shares; 2025Q2: 273,609 shares; 2025Q3: 276,146 shares; 2025Q4: 272,771 shares 272,771 $37.8M 0.1% -3,375 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: 10,147 shares; 2024Q3: 12,820 shares; 2024Q4: 13,198 shares; 2025Q1: 351,642 shares; 2025Q2: 405,371 shares; 2025Q3: 427,129 shares; 2025Q4: 445,581 shares 445,581 $37.3M 0.1% +18,452 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: 72,176 shares; 2024Q3: 69,174 shares; 2024Q4: 67,068 shares; 2025Q1: 66,743 shares; 2025Q2: 73,022 shares; 2025Q3: 105,477 shares; 2025Q4: 110,211 shares 110,211 $37.1M 0.1% +4,734 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: 47,330 shares; 2024Q3: 49,738 shares; 2024Q4: 52,032 shares; 2025Q1: 66,118 shares; 2025Q2: 61,225 shares; 2025Q3: 53,129 shares; 2025Q4: 173,948 shares 173,948 $36.8M 0.1% +120,819 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: 19,753 shares; 2024Q3: 19,240 shares; 2024Q4: 33,509 shares; 2025Q1: 39,864 shares; 2025Q2: 70,442 shares; 2025Q3: 72,362 shares; 2025Q4: 131,898 shares 131,898 $36.8M 0.1% +59,536 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: 72,396 shares; 2024Q3: 77,140 shares; 2024Q4: 79,908 shares; 2025Q1: 91,401 shares; 2025Q2: 100,739 shares; 2025Q3: 112,449 shares; 2025Q4: 138,572 shares 138,572 $36.7M 0.1% +26,123 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: 142,178 shares; 2024Q3: 109,527 shares; 2024Q4: 122,058 shares; 2025Q1: 120,546 shares; 2025Q2: 117,031 shares; 2025Q3: 131,335 shares; 2025Q4: 156,127 shares 156,127 $36.1M 0.1% +24,792 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: 1,010,995 shares; 2024Q3: 986,790 shares; 2024Q4: 826,608 shares; 2025Q1: 793,692 shares; 2025Q2: 783,778 shares; 2025Q3: 786,978 shares; 2025Q4: 790,126 shares 790,126 $36.1M 0.1% +3,148 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 772,764 shares; 2024Q3: 737,040 shares; 2024Q4: 701,077 shares; 2025Q1: 701,864 shares; 2025Q2: 540,386 shares; 2025Q3: 687,468 shares; 2025Q4: 711,164 shares 711,164 $35.9M 0.1% +23,696 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: 205,263 shares; 2024Q3: 247,907 shares; 2024Q4: 283,523 shares; 2025Q1: 417,354 shares; 2025Q2: 554,744 shares; 2025Q3: 735,338 shares; 2025Q4: 971,487 shares 971,487 $35.8M 0.1% +236,149 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: 14,737 shares; 2024Q3: 14,470 shares; 2024Q4: 14,531 shares; 2025Q1: 15,063 shares; 2025Q2: 15,053 shares; 2025Q3: 25,553 shares; 2025Q4: 40,409 shares 40,409 $35.5M 0.1% +14,856 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: 35,539 shares; 2024Q3: 33,485 shares; 2024Q4: 36,259 shares; 2025Q1: 43,355 shares; 2025Q2: 76,242 shares; 2025Q3: 416,785 shares; 2025Q4: 782,249 shares 782,249 $35.4M 0.1% +365,464 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: 121,145 shares; 2024Q3: 124,409 shares; 2024Q4: 137,505 shares; 2025Q1: 173,848 shares; 2025Q2: 164,989 shares; 2025Q3: 196,159 shares; 2025Q4: 206,117 shares 206,117 $35.3M 0.1% +9,958 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: 312,940 shares; 2024Q3: 160,550 shares; 2024Q4: 277,877 shares; 2025Q1: 348,965 shares; 2025Q2: 487,751 shares; 2025Q3: 960,710 shares; 2025Q4: 952,957 shares 952,957 $35.2M 0.1% -7,753 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: 24,967 shares; 2024Q3: 25,441 shares; 2024Q4: 25,484 shares; 2025Q1: 57,075 shares; 2025Q2: 54,415 shares; 2025Q3: 51,886 shares; 2025Q4: 115,034 shares 115,034 $34.8M 0.09% +63,148 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: 74,266 shares; 2024Q3: 79,253 shares; 2024Q4: 86,664 shares; 2025Q1: 90,851 shares; 2025Q2: 97,131 shares; 2025Q3: 106,111 shares; 2025Q4: 113,091 shares 113,091 $34.6M 0.09% +6,980 Timeline DFIS 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: 8,951 shares; 2024Q3: 8,951 shares; 2024Q4: 8,951 shares; 2025Q1: 7,708 shares; 2025Q2: 7,708 shares; 2025Q3: 7,997 shares; 2025Q4: 1,046,523 shares 1,046,523 $34.5M 0.09% +1,038,526 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: 198,486 shares; 2024Q3: 206,923 shares; 2024Q4: 185,691 shares; 2025Q1: 188,348 shares; 2025Q2: 192,094 shares; 2025Q3: 253,105 shares; 2025Q4: 337,661 shares 337,661 $34.4M 0.09% +84,556 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: 240,877 shares; 2024Q3: 182,475 shares; 2024Q4: 107,825 shares; 2025Q1: 124,012 shares; 2025Q2: 104,711 shares; 2025Q3: 396,671 shares; 2025Q4: 342,399 shares 342,399 $34.4M 0.09% -54,272 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 196,165 shares; 2024Q3: 186,025 shares; 2024Q4: 175,415 shares; 2025Q1: 172,598 shares; 2025Q2: 167,662 shares; 2025Q3: 174,064 shares; 2025Q4: 163,337 shares 163,337 $34M 0.09% -10,727 Timeline XTL 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,635 shares 221,635 $34M 0.09% new 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: 141,510 shares; 2024Q3: 125,640 shares; 2024Q4: 149,068 shares; 2025Q1: 477,101 shares; 2025Q2: 472,523 shares; 2025Q3: 477,826 shares; 2025Q4: 541,756 shares 541,756 $33.8M 0.09% +63,930 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: 12,450 shares; 2024Q3: 63,932 shares; 2024Q4: 66,521 shares; 2025Q1: 65,722 shares; 2025Q2: 65,045 shares; 2025Q3: 67,992 shares; 2025Q4: 72,070 shares 72,070 $33.8M 0.09% +4,078 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 1,605 shares; 2025Q2: 5,507 shares; 2025Q3: 9,575 shares; 2025Q4: 968,394 shares 968,394 $33.1M 0.09% +958,819 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,879 shares; 2024Q3: 47,579 shares; 2024Q4: 88,177 shares; 2025Q1: 146,513 shares; 2025Q2: 84,508 shares; 2025Q3: 346,205 shares; 2025Q4: 804,946 shares 804,946 $33.1M 0.09% +458,741 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,187,593 shares; 2024Q3: 976,388 shares; 2024Q4: 870,833 shares; 2025Q1: 779,270 shares; 2025Q2: 769,853 shares; 2025Q3: 736,992 shares; 2025Q4: 668,637 shares 668,637 $32.6M 0.09% -68,355 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: 13,425 shares; 2024Q3: 15,375 shares; 2024Q4: 18,379 shares; 2025Q1: 22,432 shares; 2025Q2: 29,750 shares; 2025Q3: 64,883 shares; 2025Q4: 103,676 shares 103,676 $32.4M 0.09% +38,793 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 186,051 shares; 2024Q3: 178,131 shares; 2024Q4: 168,265 shares; 2025Q1: 193,946 shares; 2025Q2: 193,299 shares; 2025Q3: 237,952 shares; 2025Q4: 232,254 shares 232,254 $31.8M 0.09% -5,698 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,016 shares; 2024Q3: 7,865 shares; 2024Q4: 17,093 shares; 2025Q1: 24,400 shares; 2025Q2: 49,508 shares; 2025Q3: 99,888 shares; 2025Q4: 111,713 shares 111,713 $31.6M 0.09% +11,825 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 155,716 shares; 2024Q3: 146,576 shares; 2024Q4: 139,172 shares; 2025Q1: 133,909 shares; 2025Q2: 132,087 shares; 2025Q3: 133,404 shares; 2025Q4: 125,920 shares 125,920 $31.6M 0.09% -7,484 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: 261,451 shares; 2024Q3: 258,811 shares; 2024Q4: 273,458 shares; 2025Q1: 292,896 shares; 2025Q2: 283,837 shares; 2025Q3: 333,620 shares; 2025Q4: 328,909 shares 328,909 $31.6M 0.09% -4,711 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,571 shares; 2024Q3: 8,562 shares; 2024Q4: 10,103 shares; 2025Q1: 9,300 shares; 2025Q2: 23,726 shares; 2025Q3: 81,709 shares; 2025Q4: 108,031 shares 108,031 $31.2M 0.08% +26,322 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 679,454 shares; 2024Q3: 662,833 shares; 2024Q4: 667,148 shares; 2025Q1: 669,390 shares; 2025Q2: 652,588 shares; 2025Q3: 658,681 shares; 2025Q4: 658,917 shares 658,917 $30.8M 0.08% +236 Timeline EPS 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 433,715 shares 433,715 $30.7M 0.08% +433,508 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: 15,284 shares; 2024Q3: 16,823 shares; 2024Q4: 42,563 shares; 2025Q1: 59,910 shares; 2025Q2: 74,571 shares; 2025Q3: 109,614 shares; 2025Q4: 166,625 shares 166,625 $30.7M 0.08% +57,011 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: 3,454,239 shares; 2024Q3: 3,950,894 shares; 2024Q4: 4,308,473 shares; 2025Q1: 1,636,460 shares; 2025Q2: 638,483 shares; 2025Q3: 654,475 shares; 2025Q4: 647,723 shares 647,723 $30.4M 0.08% -6,752 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: not reported; 2024Q3: not reported; 2024Q4: 78,838 shares; 2025Q1: 130,920 shares; 2025Q2: 164,103 shares; 2025Q3: 190,431 shares; 2025Q4: 231,419 shares 231,419 $30.3M 0.08% +40,988 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: 390,380 shares; 2024Q3: 426,141 shares; 2024Q4: 570,504 shares; 2025Q1: 611,056 shares; 2025Q2: 604,943 shares; 2025Q3: 615,170 shares; 2025Q4: 608,829 shares 608,829 $29.9M 0.08% -6,341 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,125 shares; 2024Q3: 7,875 shares; 2024Q4: 11,889 shares; 2025Q1: 25,137 shares; 2025Q2: 26,421 shares; 2025Q3: 44,215 shares; 2025Q4: 184,026 shares 184,026 $29.8M 0.08% +139,811 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: 38,294 shares; 2024Q3: 83,168 shares; 2024Q4: 134,500 shares; 2025Q1: 346,667 shares; 2025Q2: 354,148 shares; 2025Q3: 341,559 shares; 2025Q4: 413,528 shares 413,528 $29.8M 0.08% +71,969 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: 84,158 shares; 2024Q3: 85,536 shares; 2024Q4: 77,557 shares; 2025Q1: 96,926 shares; 2025Q2: 178,243 shares; 2025Q3: 199,048 shares; 2025Q4: 297,357 shares 297,357 $29.5M 0.08% +98,309 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: 503,065 shares; 2024Q3: 555,834 shares; 2024Q4: 813,457 shares; 2025Q1: 1,111,745 shares; 2025Q2: 1,136,665 shares; 2025Q3: 1,157,700 shares; 2025Q4: 1,244,650 shares 1,244,650 $29.5M 0.08% +86,950 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39,006 shares; 2024Q3: 66,971 shares; 2024Q4: 93,522 shares; 2025Q1: 272,332 shares; 2025Q2: 181,483 shares; 2025Q3: 1,198,078 shares; 2025Q4: 1,833,137 shares 1,833,137 $29.5M 0.08% +635,059 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: 25,708 shares; 2024Q3: 26,400 shares; 2024Q4: 27,826 shares; 2025Q1: 23,667 shares; 2025Q2: 29,062 shares; 2025Q3: 263,751 shares; 2025Q4: 255,412 shares 255,412 $29.5M 0.08% -8,339 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 920 shares; 2024Q3: 1,063 shares; 2024Q4: 7,685 shares; 2025Q1: 40,249 shares; 2025Q2: 358,729 shares; 2025Q3: 406,125 shares; 2025Q4: 373,083 shares 373,083 $29.4M 0.08% -33,042 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: 23,180 shares; 2024Q3: 22,882 shares; 2024Q4: 32,051 shares; 2025Q1: 83,354 shares; 2025Q2: 96,343 shares; 2025Q3: 116,187 shares; 2025Q4: 113,423 shares 113,423 $29.3M 0.08% -2,764 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: 265,130 shares; 2024Q3: 305,704 shares; 2024Q4: 326,672 shares; 2025Q1: 336,042 shares; 2025Q2: 353,626 shares; 2025Q3: 388,156 shares; 2025Q4: 503,842 shares 503,842 $29.1M 0.08% +115,686 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 270,846 shares; 2024Q3: 262,366 shares; 2024Q4: 252,667 shares; 2025Q1: 248,029 shares; 2025Q2: 253,373 shares; 2025Q3: 260,977 shares; 2025Q4: 259,855 shares 259,855 $28.5M 0.08% -1,122 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 218 shares; 2024Q3: 3,469 shares; 2024Q4: 5,033 shares; 2025Q1: 8,271 shares; 2025Q2: 16,926 shares; 2025Q3: 25,531 shares; 2025Q4: 30,320 shares 30,320 $28.3M 0.08% +4,789 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,304 shares; 2024Q3: 62,917 shares; 2024Q4: 76,713 shares; 2025Q1: 81,273 shares; 2025Q2: 121,406 shares; 2025Q3: 214,537 shares; 2025Q4: 327,664 shares 327,664 $28.3M 0.08% +113,127 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 827,880 shares; 2024Q3: 795,938 shares; 2024Q4: 759,336 shares; 2025Q1: 722,092 shares; 2025Q2: 700,032 shares; 2025Q3: 692,760 shares; 2025Q4: 672,735 shares 672,735 $28.1M 0.08% -20,025 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: 40,990 shares; 2024Q3: 43,152 shares; 2024Q4: 45,779 shares; 2025Q1: 49,032 shares; 2025Q2: 41,002 shares; 2025Q3: 43,066 shares; 2025Q4: 49,521 shares 49,521 $28M 0.08% +6,455 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: 99,717 shares; 2024Q3: 100,790 shares; 2024Q4: 104,535 shares; 2025Q1: 107,236 shares; 2025Q2: 100,926 shares; 2025Q3: 107,458 shares; 2025Q4: 125,241 shares 125,241 $27.5M 0.07% +17,783 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: 136,079 shares; 2024Q3: 135,999 shares; 2024Q4: 137,556 shares; 2025Q1: 142,109 shares; 2025Q2: 149,339 shares; 2025Q3: 151,029 shares; 2025Q4: 143,173 shares 143,173 $27.4M 0.07% -7,856 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: 317,678 shares; 2024Q3: 153,648 shares; 2024Q4: 157,555 shares; 2025Q1: 164,639 shares; 2025Q2: 170,690 shares; 2025Q3: 180,911 shares; 2025Q4: 238,267 shares 238,267 $27.1M 0.07% +57,356 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: 111,364 shares; 2024Q3: 107,104 shares; 2024Q4: 106,572 shares; 2025Q1: 105,108 shares; 2025Q2: 110,313 shares; 2025Q3: 122,573 shares; 2025Q4: 123,123 shares 123,123 $27.1M 0.07% +550 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: 39,352 shares; 2024Q3: 42,449 shares; 2024Q4: 50,921 shares; 2025Q1: 65,012 shares; 2025Q2: 66,063 shares; 2025Q3: 99,675 shares; 2025Q4: 77,140 shares 77,140 $27M 0.07% -22,535 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,687 shares; 2024Q3: 12,313 shares; 2024Q4: 12,920 shares; 2025Q1: 96,934 shares; 2025Q2: 182,210 shares; 2025Q3: 279,061 shares; 2025Q4: 449,491 shares 449,491 $27M 0.07% +170,430 Timeline PFFD 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: 1,330,078 shares; 2024Q3: 1,302,363 shares; 2024Q4: 1,300,081 shares; 2025Q1: 1,326,042 shares; 2025Q2: 1,345,912 shares; 2025Q3: 1,358,558 shares; 2025Q4: 1,426,501 shares 1,426,501 $27M 0.07% +67,943 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 516 shares; 2024Q3: 135,172 shares; 2024Q4: 218,859 shares; 2025Q1: 463,447 shares; 2025Q2: 672,379 shares; 2025Q3: 682,438 shares; 2025Q4: 787,260 shares 787,260 $26.4M 0.07% +104,822 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: not reported; 2024Q3: 6,905 shares; 2024Q4: 40,537 shares; 2025Q1: 171,490 shares; 2025Q2: 929,285 shares; 2025Q3: 926,694 shares; 2025Q4: 954,760 shares 954,760 $26.4M 0.07% +28,066 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 514,819 shares; 2024Q3: 528,589 shares; 2024Q4: 508,321 shares; 2025Q1: 499,165 shares; 2025Q2: 586,766 shares; 2025Q3: 720,919 shares; 2025Q4: 809,897 shares 809,897 $26.3M 0.07% +88,978 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290,934 shares; 2025Q2: 337,472 shares; 2025Q3: 416,882 shares; 2025Q4: 473,235 shares 473,235 $26.3M 0.07% +56,353 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: 373,482 shares; 2024Q3: 361,303 shares; 2024Q4: 501,561 shares; 2025Q1: 532,715 shares; 2025Q2: 528,575 shares; 2025Q3: 532,585 shares; 2025Q4: 522,041 shares 522,041 $26.2M 0.07% -10,544 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 549 shares; 2024Q4: 553 shares; 2025Q1: 560 shares; 2025Q2: 78,066 shares; 2025Q3: 503,242 shares; 2025Q4: 526,941 shares 526,941 $26.2M 0.07% +23,699 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: 45,713 shares; 2024Q3: 45,498 shares; 2024Q4: 46,831 shares; 2025Q1: 103,964 shares; 2025Q2: 116,712 shares; 2025Q3: 165,896 shares; 2025Q4: 192,637 shares 192,637 $26M 0.07% +26,741 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: 5,055 shares; 2024Q3: 1,624 shares; 2024Q4: 10,549 shares; 2025Q1: 484,425 shares; 2025Q2: 470,403 shares; 2025Q3: 519,219 shares; 2025Q4: 515,077 shares 515,077 $26M 0.07% -4,142 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: 893,822 shares; 2024Q3: 931,651 shares; 2024Q4: 978,795 shares; 2025Q1: 1,039,361 shares; 2025Q2: 861,812 shares; 2025Q3: 862,592 shares; 2025Q4: 866,565 shares 866,565 $25.9M 0.07% +3,973 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: 147,129 shares; 2024Q3: 219,326 shares; 2024Q4: 286,723 shares; 2025Q1: 291,325 shares; 2025Q2: 224,790 shares; 2025Q3: 241,910 shares; 2025Q4: 224,571 shares 224,571 $25.8M 0.07% -17,339 Timeline INTF 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: 1,581,473 shares; 2024Q3: 1,518,649 shares; 2024Q4: 1,352,501 shares; 2025Q1: 912,254 shares; 2025Q2: 851,829 shares; 2025Q3: 707,579 shares; 2025Q4: 684,245 shares 684,245 $25.8M 0.07% -23,334 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 272,392 shares; 2024Q3: 258,872 shares; 2024Q4: 254,317 shares; 2025Q1: 251,321 shares; 2025Q2: 254,099 shares; 2025Q3: 257,598 shares; 2025Q4: 268,083 shares 268,083 $25.7M 0.07% +10,485 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: 6 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $25.7M 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 48,883 shares; 2024Q3: 57,583 shares; 2024Q4: 78,786 shares; 2025Q1: 192,894 shares; 2025Q2: 226,102 shares; 2025Q3: 340,858 shares; 2025Q4: 314,441 shares 314,441 $25.6M 0.07% -26,417 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 248,344 shares; 2024Q3: 239,732 shares; 2024Q4: 231,297 shares; 2025Q1: 228,760 shares; 2025Q2: 226,971 shares; 2025Q3: 255,577 shares; 2025Q4: 257,418 shares 257,418 $25.6M 0.07% +1,841 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: 1,132,408 shares; 2024Q3: 1,104,002 shares; 2024Q4: 1,079,917 shares; 2025Q1: 1,047,713 shares; 2025Q2: 906,393 shares; 2025Q3: 133,208 shares; 2025Q4: 127,828 shares 127,828 $25.5M 0.07% -5,380 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: 42,252 shares; 2024Q3: 43,594 shares; 2024Q4: 41,998 shares; 2025Q1: 40,621 shares; 2025Q2: 185,910 shares; 2025Q3: 209,694 shares; 2025Q4: 214,498 shares 214,498 $25.1M 0.07% +4,804 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: 2,631 shares; 2024Q3: 2,610 shares; 2024Q4: 2,705 shares; 2025Q1: 3,283 shares; 2025Q2: 3,469 shares; 2025Q3: 3,838 shares; 2025Q4: 4,683 shares 4,683 $25.1M 0.07% +845 Timeline CMDT 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: 335,427 shares; 2024Q3: 357,885 shares; 2024Q4: 369,662 shares; 2025Q1: 405,478 shares; 2025Q2: 412,350 shares; 2025Q3: 425,360 shares; 2025Q4: 906,484 shares 906,484 $25M 0.07% +481,124 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: 247,285 shares; 2024Q3: 218,775 shares; 2024Q4: 274,901 shares; 2025Q1: 298,427 shares; 2025Q2: 300,072 shares; 2025Q3: 315,072 shares; 2025Q4: 302,876 shares 302,876 $24.7M 0.07% -12,196 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: 1,674,317 shares; 2024Q3: 1,629,664 shares; 2024Q4: 1,524,536 shares; 2025Q1: 1,219,919 shares; 2025Q2: 1,376,228 shares; 2025Q3: 1,143,204 shares; 2025Q4: 1,071,354 shares 1,071,354 $24.7M 0.07% -71,850 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50,219 shares; 2024Q3: 48,410 shares; 2024Q4: 47,386 shares; 2025Q1: 46,799 shares; 2025Q2: 55,247 shares; 2025Q3: 88,453 shares; 2025Q4: 72,592 shares 72,592 $24.6M 0.07% -15,861 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: 15,484 shares; 2024Q3: 14,128 shares; 2024Q4: 26,879 shares; 2025Q1: 87,129 shares; 2025Q2: 88,965 shares; 2025Q3: 81,036 shares; 2025Q4: 84,817 shares 84,817 $24.6M 0.07% +3,781 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 349,194 shares; 2024Q3: 333,369 shares; 2024Q4: 316,753 shares; 2025Q1: 306,816 shares; 2025Q2: 315,330 shares; 2025Q3: 319,161 shares; 2025Q4: 314,229 shares 314,229 $24.5M 0.07% -4,932 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,969 shares; 2024Q3: 3,922 shares; 2024Q4: 118,472 shares; 2025Q1: 142,425 shares; 2025Q2: 143,817 shares; 2025Q3: 165,074 shares; 2025Q4: 173,196 shares 173,196 $24.5M 0.07% +8,122 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: 131,038 shares; 2024Q3: 137,240 shares; 2024Q4: 146,218 shares; 2025Q1: 117,300 shares; 2025Q2: 118,528 shares; 2025Q3: 127,727 shares; 2025Q4: 137,688 shares 137,688 $24.4M 0.07% +9,961 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 289,312 shares; 2024Q3: 308,355 shares; 2024Q4: 330,794 shares; 2025Q1: 357,182 shares; 2025Q2: 420,404 shares; 2025Q3: 529,080 shares; 2025Q4: 547,840 shares 547,840 $24.4M 0.07% +18,760 Timeline MINO 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: 333,086 shares; 2024Q3: 404,506 shares; 2024Q4: 411,344 shares; 2025Q1: 425,983 shares; 2025Q2: 481,185 shares; 2025Q3: 515,829 shares; 2025Q4: 534,744 shares 534,744 $24.2M 0.07% +18,915 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: 838,407 shares; 2024Q3: 322,525 shares; 2024Q4: 366,613 shares; 2025Q1: 559,663 shares; 2025Q2: 580,783 shares; 2025Q3: 599,501 shares; 2025Q4: 602,206 shares 602,206 $24.2M 0.07% +2,705 Timeline GLOW 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 782,955 shares 782,955 $24.1M 0.07% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,868 shares; 2024Q3: 21,309 shares; 2024Q4: 42,654 shares; 2025Q1: 72,372 shares; 2025Q2: 53,263 shares; 2025Q3: 136,363 shares; 2025Q4: 177,380 shares 177,380 $24.1M 0.07% +41,017 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: 16,811 shares; 2024Q3: 17,348 shares; 2024Q4: 18,361 shares; 2025Q1: 19,568 shares; 2025Q2: 23,346 shares; 2025Q3: 42,738 shares; 2025Q4: 74,979 shares 74,979 $23.9M 0.06% +32,241 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: 8,888 shares; 2024Q3: 11,037 shares; 2024Q4: 13,793 shares; 2025Q1: 23,022 shares; 2025Q2: 24,861 shares; 2025Q3: 32,893 shares; 2025Q4: 36,477 shares 36,477 $23.8M 0.06% +3,584 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: 54,180 shares; 2024Q3: 64,999 shares; 2024Q4: 64,174 shares; 2025Q1: 64,177 shares; 2025Q2: 64,351 shares; 2025Q3: 68,556 shares; 2025Q4: 113,083 shares 113,083 $23.8M 0.06% +44,527 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 162,563 shares; 2024Q3: 160,949 shares; 2024Q4: 162,859 shares; 2025Q1: 161,721 shares; 2025Q2: 180,221 shares; 2025Q3: 182,290 shares; 2025Q4: 179,235 shares 179,235 $23.7M 0.06% -3,055 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: 11,427 shares; 2024Q3: 13,108 shares; 2024Q4: 15,745 shares; 2025Q1: 23,676 shares; 2025Q2: 73,671 shares; 2025Q3: 128,929 shares; 2025Q4: 113,212 shares 113,212 $23.6M 0.06% -15,717 Timeline HYS 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: 134,792 shares; 2024Q3: 126,651 shares; 2024Q4: 127,643 shares; 2025Q1: 127,795 shares; 2025Q2: 223,327 shares; 2025Q3: 233,581 shares; 2025Q4: 248,938 shares 248,938 $23.6M 0.06% +15,357 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: 566,372 shares; 2024Q3: 619,483 shares; 2024Q4: 581,516 shares; 2025Q1: 602,436 shares; 2025Q2: 579,774 shares; 2025Q3: 582,555 shares; 2025Q4: 595,143 shares 595,143 $23.6M 0.06% +12,588 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: 7,619 shares; 2024Q3: 8,420 shares; 2024Q4: 13,793 shares; 2025Q1: 17,053 shares; 2025Q2: 44,914 shares; 2025Q3: 76,158 shares; 2025Q4: 96,922 shares 96,922 $23.5M 0.06% +20,764 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 609,892 shares; 2024Q3: 496,090 shares; 2024Q4: 338,397 shares; 2025Q1: 380,782 shares; 2025Q2: 503,345 shares; 2025Q3: 470,078 shares; 2025Q4: 490,818 shares 490,818 $23.5M 0.06% +20,740 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 70,595 shares; 2024Q3: 70,893 shares; 2024Q4: 68,901 shares; 2025Q1: 75,028 shares; 2025Q2: 76,427 shares; 2025Q3: 75,237 shares; 2025Q4: 84,803 shares 84,803 $23.3M 0.06% +9,566 Timeline FSEP 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: 294,199 shares; 2024Q3: 322,515 shares; 2024Q4: 312,783 shares; 2025Q1: 306,850 shares; 2025Q2: 285,613 shares; 2025Q3: 429,438 shares; 2025Q4: 452,254 shares 452,254 $23.3M 0.06% +22,816 Timeline BUFZ 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: 150,931 shares; 2024Q3: 314,873 shares; 2024Q4: 326,963 shares; 2025Q1: 549,192 shares; 2025Q2: 686,946 shares; 2025Q3: 794,673 shares; 2025Q4: 873,047 shares 873,047 $23.2M 0.06% +78,374 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,103,825 shares; 2025Q2: 1,171,911 shares; 2025Q3: 1,330,752 shares; 2025Q4: 1,354,146 shares 1,354,146 $23M 0.06% +23,394 Timeline SSO 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: 862 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,024 shares; 2025Q4: 396,305 shares 396,305 $23M 0.06% +346,281 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: 119,142 shares; 2024Q3: 125,056 shares; 2024Q4: 133,614 shares; 2025Q1: 154,484 shares; 2025Q2: 166,871 shares; 2025Q3: 211,867 shares; 2025Q4: 237,452 shares 237,452 $22.9M 0.06% +25,585 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,902 shares; 2024Q3: 17,621 shares; 2024Q4: 17,742 shares; 2025Q1: 18,830 shares; 2025Q2: 17,901 shares; 2025Q3: 371,180 shares; 2025Q4: 354,209 shares 354,209 $22.8M 0.06% -16,971 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47,272 shares; 2024Q3: 47,226 shares; 2024Q4: 45,791 shares; 2025Q1: 45,604 shares; 2025Q2: 49,137 shares; 2025Q3: 58,018 shares; 2025Q4: 56,507 shares 56,507 $22.7M 0.06% -1,511 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: not reported; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 450 shares; 2025Q2: 22,004 shares; 2025Q3: 775,139 shares; 2025Q4: 913,888 shares 913,888 $22.6M 0.06% +138,749 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,640 shares; 2024Q3: 3,971 shares; 2024Q4: 2,081 shares; 2025Q1: 2,052 shares; 2025Q2: 45,489 shares; 2025Q3: 79,160 shares; 2025Q4: 86,165 shares 86,165 $22.5M 0.06% +7,005 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: 695,489 shares; 2024Q3: 598,378 shares; 2024Q4: 559,495 shares; 2025Q1: 448,029 shares; 2025Q2: 439,613 shares; 2025Q3: 439,300 shares; 2025Q4: 446,783 shares 446,783 $22.5M 0.06% +7,483 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: not reported; 2024Q3: not reported; 2024Q4: 50,095 shares; 2025Q1: 66,123 shares; 2025Q2: 67,491 shares; 2025Q3: 124,283 shares; 2025Q4: 130,992 shares 130,992 $22.4M 0.06% +6,709 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: 254,803 shares; 2024Q3: 258,007 shares; 2024Q4: 252,637 shares; 2025Q1: 304,155 shares; 2025Q2: 343,561 shares; 2025Q3: 374,161 shares; 2025Q4: 439,455 shares 439,455 $22.2M 0.06% +65,294 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,516 shares; 2025Q2: 166,663 shares; 2025Q3: 209,931 shares; 2025Q4: 308,033 shares 308,033 $22.1M 0.06% +98,102 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: 50,958 shares; 2024Q3: 47,743 shares; 2024Q4: 64,166 shares; 2025Q1: 74,865 shares; 2025Q2: 99,590 shares; 2025Q3: 129,764 shares; 2025Q4: 136,861 shares 136,861 $22M 0.06% +7,097 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: 40,267 shares; 2024Q3: 62,913 shares; 2024Q4: 61,218 shares; 2025Q1: 65,494 shares; 2025Q2: 73,898 shares; 2025Q3: 81,408 shares; 2025Q4: 85,116 shares 85,116 $21.9M 0.06% +3,708 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: 65,804 shares; 2024Q3: 73,901 shares; 2024Q4: 98,948 shares; 2025Q1: 131,220 shares; 2025Q2: 141,158 shares; 2025Q3: 157,495 shares; 2025Q4: 186,368 shares 186,368 $21.7M 0.06% +28,873 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 258,566 shares; 2024Q3: 289,937 shares; 2024Q4: 311,114 shares; 2025Q1: 351,978 shares; 2025Q2: 346,277 shares; 2025Q3: 453,918 shares; 2025Q4: 528,918 shares 528,918 $21.3M 0.06% +75,000 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 311,240 shares; 2024Q3: 317,115 shares; 2024Q4: 571,167 shares; 2025Q1: 660,246 shares; 2025Q2: 717,251 shares; 2025Q3: 719,406 shares; 2025Q4: 705,974 shares 705,974 $21.3M 0.06% -13,432 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: 70,909 shares; 2024Q3: 72,450 shares; 2024Q4: 77,959 shares; 2025Q1: 89,908 shares; 2025Q2: 99,725 shares; 2025Q3: 115,215 shares; 2025Q4: 121,921 shares 121,921 $21.2M 0.06% +6,706 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: 7,460 shares; 2024Q3: 6,907 shares; 2024Q4: 10,769 shares; 2025Q1: 13,822 shares; 2025Q2: 14,614 shares; 2025Q3: 17,039 shares; 2025Q4: 25,517 shares 25,517 $20.9M 0.06% +8,478 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: 198,826 shares; 2024Q3: 202,980 shares; 2024Q4: 129,519 shares; 2025Q1: 83,409 shares; 2025Q2: 75,168 shares; 2025Q3: 80,877 shares; 2025Q4: 85,030 shares 85,030 $20.9M 0.06% +4,153 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 315,455 shares; 2024Q3: 311,471 shares; 2024Q4: 306,910 shares; 2025Q1: 298,188 shares; 2025Q2: 293,341 shares; 2025Q3: 293,896 shares; 2025Q4: 287,819 shares 287,819 $20.9M 0.06% -6,077 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 198,602 shares; 2024Q3: 198,630 shares; 2024Q4: 200,827 shares; 2025Q1: 204,614 shares; 2025Q2: 241,572 shares; 2025Q3: 258,741 shares; 2025Q4: 212,499 shares 212,499 $20.8M 0.06% -46,242 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: 324,209 shares; 2024Q3: 311,646 shares; 2024Q4: 306,856 shares; 2025Q1: 417,698 shares; 2025Q2: 215,072 shares; 2025Q3: 233,493 shares; 2025Q4: 258,140 shares 258,140 $20.7M 0.06% +24,647 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45,350 shares; 2024Q3: 41,242 shares; 2024Q4: 44,098 shares; 2025Q1: 58,233 shares; 2025Q2: 61,756 shares; 2025Q3: 116,733 shares; 2025Q4: 140,200 shares 140,200 $20.7M 0.06% +23,467 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 521,655 shares; 2024Q3: 599,949 shares; 2024Q4: 619,294 shares; 2025Q1: 1,362,290 shares; 2025Q2: 1,389,856 shares; 2025Q3: 1,481,204 shares; 2025Q4: 1,562,307 shares 1,562,307 $20.7M 0.06% +81,103 Timeline EMXC 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: 2,281,458 shares; 2024Q3: 2,727,097 shares; 2024Q4: 2,803,723 shares; 2025Q1: 2,454,794 shares; 2025Q2: 308,261 shares; 2025Q3: 321,592 shares; 2025Q4: 284,438 shares 284,438 $20.7M 0.06% -37,154 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 234,182 shares; 2024Q3: 335,071 shares; 2024Q4: 327,497 shares; 2025Q1: 321,868 shares; 2025Q2: 306,484 shares; 2025Q3: 305,711 shares; 2025Q4: 294,091 shares 294,091 $20.6M 0.06% -11,620 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: 17,759 shares; 2024Q3: 23,433 shares; 2024Q4: 47,672 shares; 2025Q1: 52,986 shares; 2025Q2: 163,659 shares; 2025Q3: 301,698 shares; 2025Q4: 432,212 shares 432,212 $20.5M 0.06% +130,514 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,323 shares; 2024Q3: 4,241 shares; 2024Q4: 8,428 shares; 2025Q1: 8,147 shares; 2025Q2: 6,927 shares; 2025Q3: 28,496 shares; 2025Q4: 36,346 shares 36,346 $20.4M 0.06% +7,850 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: 993,400 shares; 2024Q3: 754,575 shares; 2024Q4: 806,784 shares; 2025Q1: 811,511 shares; 2025Q2: 722,069 shares; 2025Q3: 820,716 shares; 2025Q4: 372,310 shares 372,310 $20.4M 0.06% -448,406 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,972 shares; 2024Q3: 14,297 shares; 2024Q4: 57,424 shares; 2025Q1: 107,429 shares; 2025Q2: 131,180 shares; 2025Q3: 196,472 shares; 2025Q4: 205,824 shares 205,824 $20.3M 0.06% +9,352 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: 17,181 shares; 2024Q3: 19,111 shares; 2024Q4: 16,567 shares; 2025Q1: 18,670 shares; 2025Q2: 44,356 shares; 2025Q3: 123,275 shares; 2025Q4: 202,892 shares 202,892 $20.3M 0.05% +79,617 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: 40,490 shares; 2024Q3: 47,161 shares; 2024Q4: 75,785 shares; 2025Q1: 89,712 shares; 2025Q2: 79,759 shares; 2025Q3: 80,021 shares; 2025Q4: 125,815 shares 125,815 $20.1M 0.05% +45,794 Timeline CDC 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: 282,991 shares; 2024Q3: 287,610 shares; 2024Q4: 296,244 shares; 2025Q1: 298,429 shares; 2025Q2: 318,509 shares; 2025Q3: 327,216 shares; 2025Q4: 305,071 shares 305,071 $20.1M 0.05% -22,145 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: 376,934 shares; 2024Q3: 354,170 shares; 2024Q4: 381,838 shares; 2025Q1: 231,975 shares; 2025Q2: 148,936 shares; 2025Q3: 146,406 shares; 2025Q4: 166,918 shares 166,918 $20.1M 0.05% +20,512 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: 35,236 shares; 2024Q3: 79,775 shares; 2024Q4: 134,221 shares; 2025Q1: 224,418 shares; 2025Q2: 260,025 shares; 2025Q3: 391,498 shares; 2025Q4: 402,283 shares 402,283 $20M 0.05% +10,785 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 569,112 shares; 2024Q3: 414,796 shares; 2024Q4: 323,217 shares; 2025Q1: 300,205 shares; 2025Q2: 297,942 shares; 2025Q3: 282,258 shares; 2025Q4: 268,185 shares 268,185 $19.9M 0.05% -14,073 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: 21,362 shares; 2024Q3: 25,122 shares; 2024Q4: 27,118 shares; 2025Q1: 169,722 shares; 2025Q2: 146,112 shares; 2025Q3: 183,763 shares; 2025Q4: 232,703 shares 232,703 $19.8M 0.05% +48,940 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: 179,609 shares; 2024Q3: 205,689 shares; 2024Q4: 258,740 shares; 2025Q1: 272,913 shares; 2025Q2: 275,091 shares; 2025Q3: 435,430 shares; 2025Q4: 699,507 shares 699,507 $19.8M 0.05% +264,077 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: 90,793 shares; 2024Q3: 127,718 shares; 2024Q4: 162,359 shares; 2025Q1: 162,266 shares; 2025Q2: 247,047 shares; 2025Q3: 257,394 shares; 2025Q4: 275,453 shares 275,453 $19.7M 0.05% +18,059 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,913 shares; 2024Q3: 9,812 shares; 2024Q4: 13,851 shares; 2025Q1: 11,156 shares; 2025Q2: 17,769 shares; 2025Q3: 17,629 shares; 2025Q4: 189,856 shares 189,856 $19.7M 0.05% +172,227 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: 122,116 shares; 2024Q3: 123,421 shares; 2024Q4: 55,142 shares; 2025Q1: 54,449 shares; 2025Q2: 53,194 shares; 2025Q3: 58,089 shares; 2025Q4: 163,656 shares 163,656 $19.5M 0.05% +105,567 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: 46,902 shares; 2024Q3: 109,044 shares; 2024Q4: 331,967 shares; 2025Q1: 345,422 shares; 2025Q2: 345,385 shares; 2025Q3: 343,112 shares; 2025Q4: 389,913 shares 389,913 $19.5M 0.05% +46,801 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: 272,777 shares; 2024Q3: 318,193 shares; 2024Q4: 317,320 shares; 2025Q1: 330,653 shares; 2025Q2: 332,647 shares; 2025Q3: 313,650 shares; 2025Q4: 323,271 shares 323,271 $19.5M 0.05% +9,621 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: 22,495 shares; 2024Q3: 20,440 shares; 2024Q4: 6,056 shares; 2025Q1: 9,155 shares; 2025Q2: 11,724 shares; 2025Q3: 11,248 shares; 2025Q4: 126,740 shares 126,740 $19.4M 0.05% +115,492 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 370,979 shares; 2024Q3: 470,887 shares; 2024Q4: 507,224 shares; 2025Q1: 540,212 shares; 2025Q2: 576,177 shares; 2025Q3: 586,221 shares; 2025Q4: 605,285 shares 605,285 $19.4M 0.05% +19,064 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: 2,767,095 shares; 2024Q3: 2,537,106 shares; 2024Q4: 2,812,301 shares; 2025Q1: 1,536,390 shares; 2025Q2: 1,519,417 shares; 2025Q3: 170,382 shares; 2025Q4: 168,636 shares 168,636 $19.2M 0.05% -1,746 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,434,187 shares; 2024Q3: 1,183,417 shares; 2024Q4: 1,199,288 shares; 2025Q1: 1,300,410 shares; 2025Q2: 407,272 shares; 2025Q3: 356,329 shares; 2025Q4: 564,344 shares 564,344 $19.1M 0.05% +208,015 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: 49,006 shares; 2024Q3: 51,172 shares; 2024Q4: 43,311 shares; 2025Q1: 120,858 shares; 2025Q2: 47,050 shares; 2025Q3: 28,445 shares; 2025Q4: 51,080 shares 51,080 $19.1M 0.05% +22,635 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,580 shares; 2024Q3: 7,858 shares; 2024Q4: 9,335 shares; 2025Q1: 10,610 shares; 2025Q2: 33,619 shares; 2025Q3: 82,987 shares; 2025Q4: 97,765 shares 97,765 $19M 0.05% +14,778 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,035 shares; 2024Q3: 15,441 shares; 2024Q4: 22,701 shares; 2025Q1: 25,778 shares; 2025Q2: 41,185 shares; 2025Q3: 70,925 shares; 2025Q4: 82,933 shares 82,933 $19M 0.05% +12,008 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45,892 shares; 2024Q3: 74,221 shares; 2024Q4: 96,602 shares; 2025Q1: 160,713 shares; 2025Q2: 206,209 shares; 2025Q3: 278,238 shares; 2025Q4: 234,152 shares 234,152 $19M 0.05% -44,086 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 254,562 shares; 2024Q3: 247,186 shares; 2024Q4: 249,802 shares; 2025Q1: 251,475 shares; 2025Q2: 264,925 shares; 2025Q3: 312,037 shares; 2025Q4: 407,876 shares 407,876 $19M 0.05% +95,839 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,683 shares; 2024Q3: 16,910 shares; 2024Q4: 17,338 shares; 2025Q1: 19,094 shares; 2025Q2: 25,916 shares; 2025Q3: 36,436 shares; 2025Q4: 28,620 shares 28,620 $19M 0.05% -7,816 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: 292,563 shares; 2024Q3: 202,828 shares; 2024Q4: 98,362 shares; 2025Q1: 85,693 shares; 2025Q2: 85,340 shares; 2025Q3: 92,103 shares; 2025Q4: 122,409 shares 122,409 $18.9M 0.05% +30,306 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: 285,973 shares; 2024Q3: 364,305 shares; 2024Q4: 526,116 shares; 2025Q1: 668,832 shares; 2025Q2: 749,385 shares; 2025Q3: 568,435 shares; 2025Q4: 375,462 shares 375,462 $18.9M 0.05% -192,973 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: 316,894 shares; 2024Q3: 355,828 shares; 2024Q4: 355,704 shares; 2025Q1: 378,902 shares; 2025Q2: 381,741 shares; 2025Q3: 380,581 shares; 2025Q4: 393,561 shares 393,561 $18.8M 0.05% +12,980 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,505 shares; 2024Q3: 45,450 shares; 2024Q4: 81,599 shares; 2025Q1: 137,633 shares; 2025Q2: 166,681 shares; 2025Q3: 367,180 shares; 2025Q4: 421,157 shares 421,157 $18.8M 0.05% +53,977 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 129,770 shares; 2024Q3: 122,674 shares; 2024Q4: 141,515 shares; 2025Q1: 144,925 shares; 2025Q2: 125,914 shares; 2025Q3: 232,897 shares; 2025Q4: 711,903 shares 711,903 $18.7M 0.05% +479,006 Timeline ACWX 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: 7,000 shares; 2024Q3: 3,353 shares; 2024Q4: 3,030 shares; 2025Q1: 5,231 shares; 2025Q2: 3,030 shares; 2025Q3: 5,035 shares; 2025Q4: 279,099 shares 279,099 $18.7M 0.05% +274,064 Timeline FDEC 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: 353,004 shares; 2024Q3: 337,517 shares; 2024Q4: 391,244 shares; 2025Q1: 380,922 shares; 2025Q2: 378,866 shares; 2025Q3: 372,350 shares; 2025Q4: 365,745 shares 365,745 $18.7M 0.05% -6,605 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: 91,847 shares; 2024Q3: 119,488 shares; 2024Q4: 124,166 shares; 2025Q1: 153,413 shares; 2025Q2: 294,055 shares; 2025Q3: 313,939 shares; 2025Q4: 260,871 shares 260,871 $18.7M 0.05% -53,068 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: 622,204 shares; 2024Q3: 617,885 shares; 2024Q4: 613,281 shares; 2025Q1: 638,707 shares; 2025Q2: 686,043 shares; 2025Q3: 749,575 shares; 2025Q4: 768,546 shares 768,546 $18.6M 0.05% +18,971 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,929 shares; 2024Q3: 26,635 shares; 2024Q4: 29,450 shares; 2025Q1: 49,477 shares; 2025Q2: 54,941 shares; 2025Q3: 126,910 shares; 2025Q4: 246,264 shares 246,264 $18.6M 0.05% +119,354 Timeline FJUL 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: 222,228 shares; 2024Q3: 486,850 shares; 2024Q4: 380,619 shares; 2025Q1: 371,407 shares; 2025Q2: 350,344 shares; 2025Q3: 351,054 shares; 2025Q4: 332,091 shares 332,091 $18.6M 0.05% -18,963 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 119,784 shares; 2024Q3: 114,964 shares; 2024Q4: 111,680 shares; 2025Q1: 109,464 shares; 2025Q2: 109,114 shares; 2025Q3: 112,928 shares; 2025Q4: 132,440 shares 132,440 $18.4M 0.05% +19,512 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 361,332 shares; 2025Q1: 386,077 shares; 2025Q2: 379,606 shares; 2025Q3: 377,373 shares; 2025Q4: 368,899 shares 368,899 $18.4M 0.05% -8,474 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: 159,554 shares; 2024Q3: 82,099 shares; 2024Q4: 18,841 shares; 2025Q1: 270,476 shares; 2025Q2: 279,730 shares; 2025Q3: 289,429 shares; 2025Q4: 306,101 shares 306,101 $18.3M 0.05% +16,672 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,531 shares; 2024Q3: 14,435 shares; 2024Q4: 19,263 shares; 2025Q1: 39,181 shares; 2025Q2: 53,687 shares; 2025Q3: 85,123 shares; 2025Q4: 75,456 shares 75,456 $18.3M 0.05% -9,667 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: 67 shares; 2024Q3: 31,068 shares; 2024Q4: 34,799 shares; 2025Q1: 51,676 shares; 2025Q2: 119,721 shares; 2025Q3: 142,002 shares; 2025Q4: 148,149 shares 148,149 $18.3M 0.05% +6,147 Timeline SDG 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: 330,895 shares; 2024Q3: 290,368 shares; 2024Q4: 233,910 shares; 2025Q1: 234,197 shares; 2025Q2: 233,752 shares; 2025Q3: 222,112 shares; 2025Q4: 216,808 shares 216,808 $18.3M 0.05% -5,304 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: 399,138 shares; 2024Q3: 403,995 shares; 2024Q4: 378,701 shares; 2025Q1: 376,771 shares; 2025Q2: 384,487 shares; 2025Q3: 606,610 shares; 2025Q4: 663,910 shares 663,910 $18.3M 0.05% +57,300 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,672 shares; 2024Q3: 63,421 shares; 2024Q4: 88,696 shares; 2025Q1: 347,855 shares; 2025Q2: 154,339 shares; 2025Q3: 93,221 shares; 2025Q4: 550,491 shares 550,491 $18.1M 0.05% +457,270 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 126,889 shares; 2024Q3: 142,920 shares; 2024Q4: 153,766 shares; 2025Q1: 167,364 shares; 2025Q2: 160,087 shares; 2025Q3: 179,196 shares; 2025Q4: 398,968 shares 398,968 $18.1M 0.05% +219,772 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: 698,100 shares; 2024Q3: 389,381 shares; 2024Q4: 396,119 shares; 2025Q1: 418,143 shares; 2025Q2: 485,473 shares; 2025Q3: 360,087 shares; 2025Q4: 353,511 shares 353,511 $18M 0.05% -6,576 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 196,562 shares; 2024Q4: 210,192 shares; 2025Q1: 214,288 shares; 2025Q2: 271,213 shares; 2025Q3: 338,615 shares; 2025Q4: 352,367 shares 352,367 $17.9M 0.05% +13,752 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: 182,505 shares; 2024Q3: 175,590 shares; 2024Q4: 171,485 shares; 2025Q1: 169,757 shares; 2025Q2: 172,846 shares; 2025Q3: 175,298 shares; 2025Q4: 176,448 shares 176,448 $17.8M 0.05% +1,150 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: 46,113 shares; 2024Q3: 45,908 shares; 2024Q4: 58,196 shares; 2025Q1: 160,244 shares; 2025Q2: 171,930 shares; 2025Q3: 176,423 shares; 2025Q4: 185,319 shares 185,319 $17.8M 0.05% +8,896 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,793 shares; 2024Q3: 16,207 shares; 2024Q4: 18,068 shares; 2025Q1: 36,035 shares; 2025Q2: 76,711 shares; 2025Q3: 110,375 shares; 2025Q4: 135,535 shares 135,535 $17.8M 0.05% +25,160 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 308 shares; 2024Q3: 80,775 shares; 2024Q4: 121,319 shares; 2025Q1: 349,136 shares; 2025Q2: 459,524 shares; 2025Q3: 464,206 shares; 2025Q4: 503,121 shares 503,121 $17.8M 0.05% +38,915 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,490 shares; 2024Q3: 15,464 shares; 2024Q4: 16,832 shares; 2025Q1: 15,752 shares; 2025Q2: 54,923 shares; 2025Q3: 82,309 shares; 2025Q4: 102,527 shares 102,527 $17.7M 0.05% +20,218 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 150,161 shares; 2024Q3: 149,069 shares; 2024Q4: 147,713 shares; 2025Q1: 144,468 shares; 2025Q2: 158,888 shares; 2025Q3: 165,761 shares; 2025Q4: 172,281 shares 172,281 $17.6M 0.05% +6,520 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: 1,159,450 shares; 2024Q3: 877,947 shares; 2024Q4: 856,365 shares; 2025Q1: 172,828 shares; 2025Q2: 148,806 shares; 2025Q3: 159,150 shares; 2025Q4: 201,314 shares 201,314 $17.5M 0.05% +42,164 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 38,348 shares; 2024Q3: 80,060 shares; 2024Q4: 83,072 shares; 2025Q1: 100,918 shares; 2025Q2: 122,059 shares; 2025Q3: 165,803 shares; 2025Q4: 136,369 shares 136,369 $17.4M 0.05% -29,434 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: 292,145 shares; 2024Q3: 296,978 shares; 2024Q4: 882,637 shares; 2025Q1: 840,658 shares; 2025Q2: 743,439 shares; 2025Q3: 685,710 shares; 2025Q4: 641,480 shares 641,480 $17.3M 0.05% -44,230 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: 3,068 shares; 2024Q3: 8,404 shares; 2024Q4: 50,845 shares; 2025Q1: 276,675 shares; 2025Q2: 357,793 shares; 2025Q3: 417,627 shares; 2025Q4: 448,472 shares 448,472 $17.2M 0.05% +30,845 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: 23,268 shares; 2024Q3: 28,618 shares; 2024Q4: 30,849 shares; 2025Q1: 37,800 shares; 2025Q2: 42,204 shares; 2025Q3: 105,117 shares; 2025Q4: 133,079 shares 133,079 $17.2M 0.05% +27,962 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 99,478 shares; 2024Q3: 128,319 shares; 2024Q4: 133,363 shares; 2025Q1: 142,507 shares; 2025Q2: 153,866 shares; 2025Q3: 143,303 shares; 2025Q4: 201,385 shares 201,385 $17M 0.05% +58,082 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: 239,519 shares; 2024Q3: 197,670 shares; 2024Q4: 349,170 shares; 2025Q1: 340,213 shares; 2025Q2: 343,039 shares; 2025Q3: 337,512 shares; 2025Q4: 331,403 shares 331,403 $16.9M 0.05% -6,109 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: 286,282 shares; 2024Q3: 280,908 shares; 2024Q4: 282,525 shares; 2025Q1: 275,833 shares; 2025Q2: 281,155 shares; 2025Q3: 276,169 shares; 2025Q4: 267,068 shares 267,068 $16.8M 0.05% -9,101 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: 409,606 shares; 2024Q3: 473,922 shares; 2024Q4: 467,291 shares; 2025Q1: 465,594 shares; 2025Q2: 425,756 shares; 2025Q3: 418,993 shares; 2025Q4: 408,709 shares 408,709 $16.8M 0.05% -10,284 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,177 shares; 2024Q3: 11,575 shares; 2024Q4: 15,612 shares; 2025Q1: 32,725 shares; 2025Q2: 29,223 shares; 2025Q3: 139,700 shares; 2025Q4: 485,297 shares 485,297 $16.7M 0.05% +345,597 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: 156 shares; 2024Q3: 122 shares; 2024Q4: 82 shares; 2025Q1: 79 shares; 2025Q2: 960 shares; 2025Q3: 211,783 shares; 2025Q4: 220,350 shares 220,350 $16.7M 0.05% +8,567 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: 524,432 shares; 2024Q3: 21,795 shares; 2024Q4: 28,518 shares; 2025Q1: 51,583 shares; 2025Q2: 53,359 shares; 2025Q3: 116,840 shares; 2025Q4: 151,266 shares 151,266 $16.6M 0.05% +34,426 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: 18,625 shares; 2024Q3: 34,919 shares; 2024Q4: 64,989 shares; 2025Q1: 77,616 shares; 2025Q2: 173,157 shares; 2025Q3: 187,660 shares; 2025Q4: 238,723 shares 238,723 $16.6M 0.04% +51,063 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: 64,585 shares; 2024Q3: 135,281 shares; 2024Q4: 112,284 shares; 2025Q1: 112,868 shares; 2025Q2: 117,482 shares; 2025Q3: 149,175 shares; 2025Q4: 171,273 shares 171,273 $16.5M 0.04% +22,098 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,901 shares; 2024Q3: 10,338 shares; 2024Q4: 10,485 shares; 2025Q1: 10,474 shares; 2025Q2: 57,636 shares; 2025Q3: 102,576 shares; 2025Q4: 252,410 shares 252,410 $16.4M 0.04% +149,834 Timeline ICVT 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: 188,569 shares; 2024Q3: 182,714 shares; 2024Q4: 222,201 shares; 2025Q1: 225,798 shares; 2025Q2: 183,755 shares; 2025Q3: 158,848 shares; 2025Q4: 166,618 shares 166,618 $16.4M 0.04% +7,770 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,968 shares; 2024Q3: 42,656 shares; 2024Q4: 116,557 shares; 2025Q1: 183,451 shares; 2025Q2: 538,791 shares; 2025Q3: 819,677 shares; 2025Q4: 846,125 shares 846,125 $16.4M 0.04% +26,448 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 88,627 shares; 2024Q3: 90,899 shares; 2024Q4: 95,749 shares; 2025Q1: 102,551 shares; 2025Q2: 108,514 shares; 2025Q3: 114,149 shares; 2025Q4: 115,304 shares 115,304 $16.3M 0.04% +1,155 Timeline FAUG 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: 220,349 shares; 2024Q3: 379,691 shares; 2024Q4: 374,478 shares; 2025Q1: 363,440 shares; 2025Q2: 348,650 shares; 2025Q3: 325,091 shares; 2025Q4: 308,059 shares 308,059 $16.3M 0.04% -17,032 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,218 shares; 2024Q3: 6,721 shares; 2024Q4: 4,488 shares; 2025Q1: 9,237 shares; 2025Q2: 13,271 shares; 2025Q3: 19,975 shares; 2025Q4: 103,817 shares 103,817 $16.2M 0.04% +83,842 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 35,009 shares; 2024Q3: 35,007 shares; 2024Q4: 30,558 shares; 2025Q1: 33,949 shares; 2025Q2: 34,342 shares; 2025Q3: 41,986 shares; 2025Q4: 41,779 shares 41,779 $16.2M 0.04% -207 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,187 shares; 2024Q3: 8,444 shares; 2024Q4: 9,557 shares; 2025Q1: 7,118 shares; 2025Q2: 13,016 shares; 2025Q3: 73,834 shares; 2025Q4: 119,930 shares 119,930 $15.9M 0.04% +46,096 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,917 shares; 2025Q2: 23,825 shares; 2025Q3: 65,724 shares; 2025Q4: 66,698 shares 66,698 $15.8M 0.04% +974 Timeline IBTI 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: 19,789 shares; 2024Q3: 28,976 shares; 2024Q4: 31,672 shares; 2025Q1: 38,866 shares; 2025Q2: 43,588 shares; 2025Q3: 62,517 shares; 2025Q4: 705,553 shares 705,553 $15.8M 0.04% +643,036 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: 53,393 shares; 2024Q3: 39,090 shares; 2024Q4: 45,420 shares; 2025Q1: 135,837 shares; 2025Q2: 138,033 shares; 2025Q3: 162,547 shares; 2025Q4: 291,626 shares 291,626 $15.7M 0.04% +129,079 Timeline IMCG 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: 85,060 shares; 2024Q3: 82,873 shares; 2024Q4: 131,749 shares; 2025Q1: 207,237 shares; 2025Q2: 192,487 shares; 2025Q3: 192,430 shares; 2025Q4: 196,225 shares 196,225 $15.7M 0.04% +3,795 Timeline IBTK 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: 961 shares; 2024Q3: 9,074 shares; 2024Q4: 9,085 shares; 2025Q1: 13,637 shares; 2025Q2: 17,570 shares; 2025Q3: 37,981 shares; 2025Q4: 786,603 shares 786,603 $15.6M 0.04% +748,622 Timeline IBTJ 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: 3,610 shares; 2024Q3: 12,330 shares; 2024Q4: 21,157 shares; 2025Q1: 32,993 shares; 2025Q2: 39,592 shares; 2025Q3: 59,135 shares; 2025Q4: 710,723 shares 710,723 $15.6M 0.04% +651,588 Timeline SUSC 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: 906,840 shares; 2024Q3: 731,472 shares; 2024Q4: 554,120 shares; 2025Q1: 537,863 shares; 2025Q2: 638,278 shares; 2025Q3: 673,636 shares; 2025Q4: 666,110 shares 666,110 $15.6M 0.04% -7,526 Timeline FTHI 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: 204,113 shares; 2024Q3: 227,268 shares; 2024Q4: 237,719 shares; 2025Q1: 252,611 shares; 2025Q2: 310,505 shares; 2025Q3: 530,406 shares; 2025Q4: 658,785 shares 658,785 $15.6M 0.04% +128,379 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: 10,283 shares; 2024Q3: 12,069 shares; 2024Q4: 12,962 shares; 2025Q1: 22,555 shares; 2025Q2: 17,824 shares; 2025Q3: 28,235 shares; 2025Q4: 30,378 shares 30,378 $15.5M 0.04% +2,143 Timeline DFGR 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: 18,390 shares; 2024Q3: 9,793 shares; 2024Q4: 6,800 shares; 2025Q1: 5,052 shares; 2025Q2: 5,055 shares; 2025Q3: 4,930 shares; 2025Q4: 580,768 shares 580,768 $15.3M 0.04% +575,838 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: 44,333 shares; 2024Q3: 82,778 shares; 2024Q4: 95,248 shares; 2025Q1: 103,737 shares; 2025Q2: 109,045 shares; 2025Q3: 138,502 shares; 2025Q4: 371,775 shares 371,775 $15.3M 0.04% +233,273 Timeline SYSB 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: 98 shares; 2024Q3: 99 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 101 shares; 2025Q3: 102 shares; 2025Q4: 170,840 shares 170,840 $15.3M 0.04% +170,738 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 473,732 shares; 2024Q3: 486,932 shares; 2024Q4: 538,943 shares; 2025Q1: 550,949 shares; 2025Q2: 580,073 shares; 2025Q3: 598,907 shares; 2025Q4: 641,967 shares 641,967 $15.2M 0.04% +43,060 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,487 shares; 2024Q3: 26,349 shares; 2024Q4: 24,407 shares; 2025Q1: 22,075 shares; 2025Q2: 49,334 shares; 2025Q3: 183,842 shares; 2025Q4: 227,308 shares 227,308 $15.2M 0.04% +43,466 Timeline AVDV 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: 58,315 shares; 2024Q3: 48,320 shares; 2024Q4: 35,785 shares; 2025Q1: 42,091 shares; 2025Q2: 40,838 shares; 2025Q3: 177,832 shares; 2025Q4: 158,913 shares 158,913 $14.9M 0.04% -18,919 Timeline FICS 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: 24,962 shares; 2024Q3: 178,414 shares; 2024Q4: 267,121 shares; 2025Q1: 343,632 shares; 2025Q2: 348,042 shares; 2025Q3: 360,292 shares; 2025Q4: 370,620 shares 370,620 $14.9M 0.04% +10,328 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: 18,358 shares; 2024Q3: 35,114 shares; 2024Q4: 18,795 shares; 2025Q1: 11,725 shares; 2025Q2: 11,379 shares; 2025Q3: 15,937 shares; 2025Q4: 25,627 shares 25,627 $14.8M 0.04% +9,690 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 68,651 shares; 2024Q3: 60,655 shares; 2024Q4: 58,204 shares; 2025Q1: 69,211 shares; 2025Q2: 63,132 shares; 2025Q3: 40,814 shares; 2025Q4: 49,168 shares 49,168 $14.6M 0.04% +8,354 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,954 shares; 2024Q3: 6,994 shares; 2024Q4: 6,600 shares; 2025Q1: 6,200 shares; 2025Q2: 9,461 shares; 2025Q3: 30,950 shares; 2025Q4: 57,684 shares 57,684 $14.6M 0.04% +26,734 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: 168,898 shares; 2024Q3: 178,379 shares; 2024Q4: 185,720 shares; 2025Q1: 93,165 shares; 2025Q2: 98,283 shares; 2025Q3: 101,371 shares; 2025Q4: 165,475 shares 165,475 $14.4M 0.04% +64,104 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 158,986 shares; 2024Q3: 152,288 shares; 2024Q4: 140,380 shares; 2025Q1: 130,850 shares; 2025Q2: 129,095 shares; 2025Q3: 122,708 shares; 2025Q4: 182,875 shares 182,875 $14.4M 0.04% +60,167 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,079 shares; 2024Q3: 38,586 shares; 2024Q4: 52,525 shares; 2025Q1: 58,529 shares; 2025Q2: 73,591 shares; 2025Q3: 60,834 shares; 2025Q4: 388,374 shares 388,374 $14.4M 0.04% +327,540 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 247,769 shares; 2024Q3: 345,885 shares; 2024Q4: 387,554 shares; 2025Q1: 319,041 shares; 2025Q2: 310,876 shares; 2025Q3: 325,944 shares; 2025Q4: 334,048 shares 334,048 $14.3M 0.04% +8,104 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: 386,858 shares; 2024Q3: 339,288 shares; 2024Q4: 323,614 shares; 2025Q1: 343,542 shares; 2025Q2: 290,274 shares; 2025Q3: 288,984 shares; 2025Q4: 312,161 shares 312,161 $14.3M 0.04% +23,177 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 157,071 shares; 2024Q3: 130,892 shares; 2024Q4: 96,809 shares; 2025Q1: 327,378 shares; 2025Q2: 336,587 shares; 2025Q3: 325,068 shares; 2025Q4: 252,436 shares 252,436 $14.3M 0.04% -72,632 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47,228 shares; 2024Q3: 51,641 shares; 2024Q4: 54,484 shares; 2025Q1: 58,648 shares; 2025Q2: 63,797 shares; 2025Q3: 73,748 shares; 2025Q4: 70,345 shares 70,345 $14.3M 0.04% -3,403 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 90,603 shares; 2024Q3: 108,372 shares; 2024Q4: 118,116 shares; 2025Q1: 127,737 shares; 2025Q2: 114,574 shares; 2025Q3: 124,025 shares; 2025Q4: 130,460 shares 130,460 $14.3M 0.04% +6,435 Timeline IBDR 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: 524,575 shares; 2024Q3: 587,981 shares; 2024Q4: 543,372 shares; 2025Q1: 619,695 shares; 2025Q2: 612,933 shares; 2025Q3: 601,444 shares; 2025Q4: 586,464 shares 586,464 $14.2M 0.04% -14,980 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: 21,126 shares; 2024Q3: 22,983 shares; 2024Q4: 29,799 shares; 2025Q1: 30,352 shares; 2025Q2: 30,814 shares; 2025Q3: 32,335 shares; 2025Q4: 38,320 shares 38,320 $14.2M 0.04% +5,985 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47,280 shares; 2024Q3: 46,342 shares; 2024Q4: 51,333 shares; 2025Q1: 69,497 shares; 2025Q2: 147,117 shares; 2025Q3: 216,990 shares; 2025Q4: 277,299 shares 277,299 $14.1M 0.04% +60,309 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: 22,594 shares; 2024Q3: 34,056 shares; 2024Q4: 45,523 shares; 2025Q1: 56,429 shares; 2025Q2: 58,646 shares; 2025Q3: 51,973 shares; 2025Q4: 51,447 shares 51,447 $14M 0.04% -526 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: 159,568 shares; 2024Q3: 177,751 shares; 2024Q4: 201,043 shares; 2025Q1: 192,626 shares; 2025Q2: 204,395 shares; 2025Q3: 183,349 shares; 2025Q4: 263,890 shares 263,890 $14M 0.04% +80,541 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 36,872 shares; 2024Q3: 51,772 shares; 2024Q4: 52,883 shares; 2025Q1: 118,871 shares; 2025Q2: 188,979 shares; 2025Q3: 171,129 shares; 2025Q4: 147,632 shares 147,632 $13.9M 0.04% -23,497 Timeline IGE 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: 244,521 shares; 2024Q3: 230,462 shares; 2024Q4: 242,088 shares; 2025Q1: 253,377 shares; 2025Q2: 258,479 shares; 2025Q3: 261,122 shares; 2025Q4: 273,789 shares 273,789 $13.7M 0.04% +12,667 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 544 shares; 2024Q3: 759 shares; 2024Q4: 3,179 shares; 2025Q1: 4,320 shares; 2025Q2: 19,112 shares; 2025Q3: 26,046 shares; 2025Q4: 75,665 shares 75,665 $13.7M 0.04% +49,619 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: 712 shares; 2024Q3: 4,432 shares; 2024Q4: 8,445 shares; 2025Q1: 10,691 shares; 2025Q2: 12,678 shares; 2025Q3: 118,759 shares; 2025Q4: 133,261 shares 133,261 $13.6M 0.04% +14,502 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: 114,425 shares; 2024Q3: 106,348 shares; 2024Q4: 115,896 shares; 2025Q1: 128,270 shares; 2025Q2: 146,719 shares; 2025Q3: 169,427 shares; 2025Q4: 176,331 shares 176,331 $13.6M 0.04% +6,904 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,849 shares; 2024Q3: 7,884 shares; 2024Q4: 21,887 shares; 2025Q1: 10,503 shares; 2025Q2: 26,289 shares; 2025Q3: 83,724 shares; 2025Q4: 95,030 shares 95,030 $13.5M 0.04% +11,306 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 72,412 shares; 2024Q3: 136,205 shares; 2024Q4: 151,608 shares; 2025Q1: 840,932 shares; 2025Q2: 876,073 shares; 2025Q3: 882,205 shares; 2025Q4: 939,710 shares 939,710 $13.5M 0.04% +57,505 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,423 shares; 2024Q3: 22,548 shares; 2024Q4: 141,775 shares; 2025Q1: 193,172 shares; 2025Q2: 212,807 shares; 2025Q3: 250,539 shares; 2025Q4: 278,351 shares 278,351 $13.2M 0.04% +27,812 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 211,693 shares; 2024Q3: 225,174 shares; 2024Q4: 249,443 shares; 2025Q1: 259,396 shares; 2025Q2: 432,992 shares; 2025Q3: 345,727 shares; 2025Q4: 331,297 shares 331,297 $13.1M 0.04% -14,430 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,034 shares; 2024Q3: 23,159 shares; 2024Q4: 22,498 shares; 2025Q1: 30,811 shares; 2025Q2: 36,941 shares; 2025Q3: 47,521 shares; 2025Q4: 57,063 shares 57,063 $13.1M 0.04% +9,542 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: 347,666 shares; 2024Q3: 300,142 shares; 2024Q4: 256,339 shares; 2025Q1: 281,545 shares; 2025Q2: 103,054 shares; 2025Q3: 120,424 shares; 2025Q4: 129,749 shares 129,749 $13M 0.04% +9,325 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 54,496 shares; 2024Q3: 104,728 shares; 2024Q4: 138,665 shares; 2025Q1: 199,469 shares; 2025Q2: 246,556 shares; 2025Q3: 251,256 shares; 2025Q4: 274,247 shares 274,247 $12.9M 0.03% +22,991 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 52,608 shares; 2024Q3: 104,586 shares; 2024Q4: 139,179 shares; 2025Q1: 209,099 shares; 2025Q2: 254,372 shares; 2025Q3: 254,336 shares; 2025Q4: 277,222 shares 277,222 $12.9M 0.03% +22,886 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: 25,697 shares; 2024Q3: 21,741 shares; 2024Q4: 21,573 shares; 2025Q1: 67,101 shares; 2025Q2: 74,678 shares; 2025Q3: 83,793 shares; 2025Q4: 145,426 shares 145,426 $12.9M 0.03% +61,633 Timeline IBTG 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: 64,538 shares; 2024Q3: 68,555 shares; 2024Q4: 74,198 shares; 2025Q1: 73,323 shares; 2025Q2: 81,885 shares; 2025Q3: 97,783 shares; 2025Q4: 562,434 shares 562,434 $12.9M 0.03% +464,651 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 752,892 shares; 2024Q3: 765,500 shares; 2024Q4: 781,591 shares; 2025Q1: 803,693 shares; 2025Q2: 807,432 shares; 2025Q3: 790,890 shares; 2025Q4: 758,951 shares 758,951 $12.8M 0.03% -31,939 Timeline XT 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: 24,499 shares; 2024Q3: 24,815 shares; 2024Q4: 207,531 shares; 2025Q1: 202,259 shares; 2025Q2: 189,514 shares; 2025Q3: 187,009 shares; 2025Q4: 184,090 shares 184,090 $12.8M 0.03% -2,919 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 118,269 shares; 2024Q4: 119,748 shares; 2025Q1: 228,694 shares; 2025Q2: 241,382 shares; 2025Q3: 300,572 shares; 2025Q4: 316,285 shares 316,285 $12.8M 0.03% +15,713 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,988 shares; 2024Q3: 34,643 shares; 2024Q4: 82,832 shares; 2025Q1: 133,189 shares; 2025Q2: 150,334 shares; 2025Q3: 198,830 shares; 2025Q4: 290,715 shares 290,715 $12.7M 0.03% +91,885 Timeline DUNK 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506,279 shares; 2025Q4: 513,911 shares 513,911 $12.6M 0.03% +7,632 Timeline XSVM 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: 465,864 shares; 2024Q3: 673,288 shares; 2024Q4: 731,622 shares; 2025Q1: 572,522 shares; 2025Q2: 252,581 shares; 2025Q3: 236,586 shares; 2025Q4: 220,455 shares 220,455 $12.6M 0.03% -16,131 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,640 shares; 2024Q3: 5,703 shares; 2024Q4: 11,579 shares; 2025Q1: 12,039 shares; 2025Q2: 32,705 shares; 2025Q3: 45,068 shares; 2025Q4: 55,830 shares 55,830 $12.6M 0.03% +10,762 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: 46,210 shares; 2024Q3: 44,194 shares; 2024Q4: 78,948 shares; 2025Q1: 90,067 shares; 2025Q2: 85,930 shares; 2025Q3: 88,206 shares; 2025Q4: 91,783 shares 91,783 $12.6M 0.03% +3,577 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: 219 shares; 2024Q3: not reported; 2024Q4: 1,704 shares; 2025Q1: 1,737 shares; 2025Q2: 1,392 shares; 2025Q3: 2,605 shares; 2025Q4: 221,679 shares 221,679 $12.6M 0.03% +219,074 Timeline ISCG 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: 157,831 shares; 2024Q3: 165,809 shares; 2024Q4: 163,037 shares; 2025Q1: 292,644 shares; 2025Q2: 264,481 shares; 2025Q3: 242,436 shares; 2025Q4: 226,396 shares 226,396 $12.6M 0.03% -16,040 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,594 shares; 2024Q3: 11,236 shares; 2024Q4: 12,666 shares; 2025Q1: 18,109 shares; 2025Q2: 32,037 shares; 2025Q3: 57,011 shares; 2025Q4: 61,131 shares 61,131 $12.6M 0.03% +4,120 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,768 shares; 2024Q3: 995 shares; 2024Q4: 921 shares; 2025Q1: 1,177 shares; 2025Q2: 1,047 shares; 2025Q3: 74,947 shares; 2025Q4: 108,958 shares 108,958 $12.5M 0.03% +34,011 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 273,476 shares; 2025Q3: 274,163 shares; 2025Q4: 279,525 shares 279,525 $12.5M 0.03% +5,362 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,021 shares; 2024Q3: 3,584 shares; 2024Q4: 3,644 shares; 2025Q1: 3,807 shares; 2025Q2: 5,102 shares; 2025Q3: 6,054 shares; 2025Q4: 27,966 shares 27,966 $12.4M 0.03% +21,912 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 76,282 shares; 2024Q3: 74,428 shares; 2024Q4: 78,057 shares; 2025Q1: 78,715 shares; 2025Q2: 76,700 shares; 2025Q3: 75,143 shares; 2025Q4: 148,724 shares 148,724 $12.3M 0.03% +73,581 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: 163,751 shares; 2024Q3: 162,219 shares; 2024Q4: 161,045 shares; 2025Q1: 160,525 shares; 2025Q2: 161,635 shares; 2025Q3: 163,956 shares; 2025Q4: 116,463 shares 116,463 $12.3M 0.03% -47,493 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,206 shares; 2024Q3: 10,454 shares; 2024Q4: 15,099 shares; 2025Q1: 21,316 shares; 2025Q2: 41,978 shares; 2025Q3: 70,953 shares; 2025Q4: 121,092 shares 121,092 $12.3M 0.03% +50,139 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 43,129 shares; 2024Q3: 38,822 shares; 2024Q4: 35,119 shares; 2025Q1: 34,482 shares; 2025Q2: 23,642 shares; 2025Q3: 20,842 shares; 2025Q4: 21,066 shares 21,066 $12.2M 0.03% +224 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: 159,049 shares; 2024Q3: 155,190 shares; 2024Q4: 169,586 shares; 2025Q1: 166,363 shares; 2025Q2: 183,671 shares; 2025Q3: 189,089 shares; 2025Q4: 229,220 shares 229,220 $12.2M 0.03% +40,131 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 60,904 shares; 2024Q3: 52,382 shares; 2024Q4: 149,558 shares; 2025Q1: 335,034 shares; 2025Q2: 421,693 shares; 2025Q3: 1,414,830 shares; 2025Q4: 1,514,768 shares 1,514,768 $12.2M 0.03% +99,938 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: 55,078 shares; 2024Q3: 56,105 shares; 2024Q4: 58,511 shares; 2025Q1: 59,209 shares; 2025Q2: 57,348 shares; 2025Q3: 57,022 shares; 2025Q4: 58,447 shares 58,447 $12.2M 0.03% +1,425 Timeline IBTH 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: 42,781 shares; 2024Q3: 42,183 shares; 2024Q4: 54,230 shares; 2025Q1: 59,013 shares; 2025Q2: 65,529 shares; 2025Q3: 85,274 shares; 2025Q4: 541,954 shares 541,954 $12.2M 0.03% +456,680 Timeline CATH 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: 114,301 shares; 2024Q3: 116,823 shares; 2024Q4: 130,494 shares; 2025Q1: 145,130 shares; 2025Q2: 148,204 shares; 2025Q3: 145,870 shares; 2025Q4: 147,621 shares 147,621 $12.1M 0.03% +1,751 Timeline IBDS 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: 393,472 shares; 2024Q3: 454,759 shares; 2024Q4: 444,124 shares; 2025Q1: 518,918 shares; 2025Q2: 517,077 shares; 2025Q3: 527,398 shares; 2025Q4: 499,775 shares 499,775 $12.1M 0.03% -27,623 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: 23,061 shares; 2024Q3: 21,942 shares; 2024Q4: 24,320 shares; 2025Q1: 24,411 shares; 2025Q2: 25,295 shares; 2025Q3: 25,889 shares; 2025Q4: 26,027 shares 26,027 $12.1M 0.03% +138 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 21,527 shares; 2024Q3: 22,050 shares; 2024Q4: 24,105 shares; 2025Q1: 26,149 shares; 2025Q2: 22,665 shares; 2025Q3: 36,505 shares; 2025Q4: 64,363 shares 64,363 $11.9M 0.03% +27,858 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: 66,806 shares; 2024Q3: 76,241 shares; 2024Q4: 40,683 shares; 2025Q1: 103,804 shares; 2025Q2: 79,369 shares; 2025Q3: 144,332 shares; 2025Q4: 150,215 shares 150,215 $11.9M 0.03% +5,883 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 55,210 shares; 2024Q3: 52,840 shares; 2024Q4: 52,923 shares; 2025Q1: 56,968 shares; 2025Q2: 55,743 shares; 2025Q3: 67,127 shares; 2025Q4: 146,704 shares 146,704 $11.8M 0.03% +79,577 Timeline GDE 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,436 shares; 2025Q4: 191,076 shares 191,076 $11.8M 0.03% +28,640 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,489 shares; 2024Q3: 18,336 shares; 2024Q4: 19,839 shares; 2025Q1: 23,275 shares; 2025Q2: 30,412 shares; 2025Q3: 43,456 shares; 2025Q4: 43,318 shares 43,318 $11.7M 0.03% -138 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: 51,557 shares; 2024Q3: 50,404 shares; 2024Q4: 50,015 shares; 2025Q1: 41,837 shares; 2025Q2: 42,682 shares; 2025Q3: 51,799 shares; 2025Q4: 48,656 shares 48,656 $11.7M 0.03% -3,143 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: 38,845 shares; 2024Q3: 40,876 shares; 2024Q4: 43,465 shares; 2025Q1: 44,433 shares; 2025Q2: 52,843 shares; 2025Q3: 67,939 shares; 2025Q4: 75,985 shares 75,985 $11.7M 0.03% +8,046 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,324 shares; 2024Q3: 35,680 shares; 2024Q4: 37,602 shares; 2025Q1: 42,175 shares; 2025Q2: 79,755 shares; 2025Q3: 46,242 shares; 2025Q4: 417,993 shares 417,993 $11.7M 0.03% +371,751 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: 205,655 shares; 2024Q3: 183,504 shares; 2024Q4: 171,744 shares; 2025Q1: 163,720 shares; 2025Q2: 182,217 shares; 2025Q3: 180,076 shares; 2025Q4: 168,041 shares 168,041 $11.7M 0.03% -12,035 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: 21,108 shares; 2024Q3: 19,594 shares; 2024Q4: 181,726 shares; 2025Q1: 190,920 shares; 2025Q2: 186,296 shares; 2025Q3: 173,970 shares; 2025Q4: 164,902 shares 164,902 $11.7M 0.03% -9,068 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418,751 shares 418,751 $11.7M 0.03% new 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: 14,810 shares; 2024Q3: 18,891 shares; 2024Q4: 25,528 shares; 2025Q1: 30,210 shares; 2025Q2: 46,371 shares; 2025Q3: 67,181 shares; 2025Q4: 71,967 shares 71,967 $11.7M 0.03% +4,786 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,923 shares; 2024Q3: 4,006 shares; 2024Q4: 4,891 shares; 2025Q1: 1,707 shares; 2025Q2: 5,194 shares; 2025Q3: 9,189 shares; 2025Q4: 23,909 shares 23,909 $11.7M 0.03% +14,720 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: 209,285 shares; 2024Q3: 197,809 shares; 2024Q4: 39,958 shares; 2025Q1: 44,872 shares; 2025Q2: 36,176 shares; 2025Q3: 54,253 shares; 2025Q4: 74,396 shares 74,396 $11.5M 0.03% +20,143 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39,270 shares; 2024Q3: 76,564 shares; 2024Q4: 92,799 shares; 2025Q1: 133,194 shares; 2025Q2: 142,127 shares; 2025Q3: 71,564 shares; 2025Q4: 145,241 shares 145,241 $11.5M 0.03% +73,677 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 169,274 shares; 2024Q3: 145,190 shares; 2024Q4: 232,168 shares; 2025Q1: 260,999 shares; 2025Q2: 260,133 shares; 2025Q3: 390,333 shares; 2025Q4: 389,299 shares 389,299 $11.5M 0.03% -1,034 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: 37,044 shares; 2024Q3: 39,383 shares; 2024Q4: 124,787 shares; 2025Q1: 120,327 shares; 2025Q2: 126,252 shares; 2025Q3: 138,242 shares; 2025Q4: 387,372 shares 387,372 $11.5M 0.03% +249,130 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85,184 shares; 2025Q1: 155,536 shares; 2025Q2: 183,729 shares; 2025Q3: 192,194 shares; 2025Q4: 194,191 shares 194,191 $11.5M 0.03% +1,997 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 125,147 shares; 2024Q3: 106,600 shares; 2024Q4: 96,303 shares; 2025Q1: 135,355 shares; 2025Q2: 183,230 shares; 2025Q3: 347,397 shares; 2025Q4: 332,769 shares 332,769 $11.5M 0.03% -14,628 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 80,817 shares; 2024Q3: 75,405 shares; 2024Q4: 71,309 shares; 2025Q1: 68,972 shares; 2025Q2: 82,659 shares; 2025Q3: 89,476 shares; 2025Q4: 83,074 shares 83,074 $11.5M 0.03% -6,402 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,388 shares; 2024Q3: 5,355 shares; 2024Q4: 6,858 shares; 2025Q1: 5,770 shares; 2025Q2: 5,709 shares; 2025Q3: 6,371 shares; 2025Q4: 27,102 shares 27,102 $11.4M 0.03% +20,731 Timeline IEUR 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: 267,620 shares; 2024Q3: 168,590 shares; 2024Q4: 199,906 shares; 2025Q1: 163,052 shares; 2025Q2: 202,044 shares; 2025Q3: 182,651 shares; 2025Q4: 160,499 shares 160,499 $11.4M 0.03% -22,152 Timeline SPHD 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: 6,238 shares; 2024Q3: 6,634 shares; 2024Q4: 6,817 shares; 2025Q1: 4,797 shares; 2025Q2: 5,797 shares; 2025Q3: 5,036 shares; 2025Q4: 236,566 shares 236,566 $11.4M 0.03% +231,530 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24,957 shares; 2024Q4: 29,522 shares; 2025Q1: 52,453 shares; 2025Q2: 121,602 shares; 2025Q3: 146,398 shares; 2025Q4: 156,961 shares 156,961 $11.4M 0.03% +10,563 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 179,574 shares; 2024Q3: 188,163 shares; 2024Q4: 170,720 shares; 2025Q1: 169,784 shares; 2025Q2: 183,615 shares; 2025Q3: 206,844 shares; 2025Q4: 197,992 shares 197,992 $11.3M 0.03% -8,852 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: 20,693 shares; 2024Q3: 22,378 shares; 2024Q4: 14,258 shares; 2025Q1: 14,662 shares; 2025Q2: 14,741 shares; 2025Q3: 16,026 shares; 2025Q4: 18,548 shares 18,548 $11.2M 0.03% +2,522 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: 43,845 shares; 2024Q3: 46,650 shares; 2024Q4: 77,911 shares; 2025Q1: 112,764 shares; 2025Q2: 86,054 shares; 2025Q3: 96,028 shares; 2025Q4: 119,482 shares 119,482 $11.2M 0.03% +23,454 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,716 shares; 2024Q3: 1,451 shares; 2024Q4: 8,591 shares; 2025Q1: 13,133 shares; 2025Q2: 20,126 shares; 2025Q3: 19,685 shares; 2025Q4: 18,470 shares 18,470 $11.2M 0.03% -1,215 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,561 shares; 2024Q3: 23,499 shares; 2024Q4: 22,518 shares; 2025Q1: 22,458 shares; 2025Q2: 25,949 shares; 2025Q3: 45,848 shares; 2025Q4: 47,566 shares 47,566 $11.1M 0.03% +1,718 Timeline AFSM 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,808 shares; 2025Q3: 156,854 shares; 2025Q4: 336,481 shares 336,481 $11.1M 0.03% +179,627 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,313 shares; 2024Q3: 17,584 shares; 2024Q4: 12,178 shares; 2025Q1: 12,170 shares; 2025Q2: 37,171 shares; 2025Q3: 68,619 shares; 2025Q4: 126,697 shares 126,697 $11M 0.03% +58,078 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: 24,173 shares; 2024Q3: 42,700 shares; 2024Q4: 76,051 shares; 2025Q1: 72,282 shares; 2025Q2: 70,576 shares; 2025Q3: 67,868 shares; 2025Q4: 92,320 shares 92,320 $11M 0.03% +24,452 Timeline QVAL 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: 84,357 shares; 2024Q3: 176,245 shares; 2024Q4: 190,546 shares; 2025Q1: 224,482 shares; 2025Q2: 230,098 shares; 2025Q3: 219,709 shares; 2025Q4: 225,206 shares 225,206 $11M 0.03% +5,497 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: 100,880 shares; 2024Q3: 32,617 shares; 2024Q4: 30,887 shares; 2025Q1: 29,483 shares; 2025Q2: 35,285 shares; 2025Q3: 44,126 shares; 2025Q4: 48,223 shares 48,223 $11M 0.03% +4,097 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,699 shares; 2024Q3: 82,433 shares; 2024Q4: 100,885 shares; 2025Q1: 140,290 shares; 2025Q2: 76,695 shares; 2025Q3: 100,319 shares; 2025Q4: 187,477 shares 187,477 $11M 0.03% +87,158 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: 286,804 shares; 2024Q3: 285,596 shares; 2024Q4: 278,684 shares; 2025Q1: 266,163 shares; 2025Q2: 264,455 shares; 2025Q3: 261,694 shares; 2025Q4: 237,337 shares 237,337 $10.9M 0.03% -24,357 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: 131,750 shares; 2024Q3: 130,882 shares; 2024Q4: 134,300 shares; 2025Q1: 143,414 shares; 2025Q2: 148,478 shares; 2025Q3: 146,513 shares; 2025Q4: 129,586 shares 129,586 $10.9M 0.03% -16,927 Timeline DJAN 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: 119,780 shares; 2024Q3: 118,082 shares; 2024Q4: 111,099 shares; 2025Q1: 305,745 shares; 2025Q2: 298,116 shares; 2025Q3: 270,463 shares; 2025Q4: 251,096 shares 251,096 $10.9M 0.03% -19,367 Timeline JNK 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: 3,080 shares; 2024Q3: 5,102 shares; 2024Q4: 1,953 shares; 2025Q1: 2,200 shares; 2025Q2: 2,255 shares; 2025Q3: 2,181 shares; 2025Q4: 111,787 shares 111,787 $10.9M 0.03% +109,606 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,134 shares; 2024Q3: 2,910 shares; 2024Q4: 4,520 shares; 2025Q1: 6,353 shares; 2025Q2: 5,856 shares; 2025Q3: 5,510 shares; 2025Q4: 22,155 shares 22,155 $10.9M 0.03% +16,645 Timeline AVDS 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,420 shares; 2025Q2: 114,778 shares; 2025Q3: 140,193 shares; 2025Q4: 155,562 shares 155,562 $10.9M 0.03% +15,369 Timeline VTHR 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: 8,693 shares; 2024Q3: 8,693 shares; 2024Q4: 26,586 shares; 2025Q1: 26,662 shares; 2025Q2: 26,918 shares; 2025Q3: 41,517 shares; 2025Q4: 36,103 shares 36,103 $10.8M 0.03% -5,414 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,391 shares; 2024Q3: 4,363 shares; 2024Q4: 6,082 shares; 2025Q1: 8,981 shares; 2025Q2: 6,460 shares; 2025Q3: 20,520 shares; 2025Q4: 26,968 shares 26,968 $10.8M 0.03% +6,448 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: 27,554 shares; 2024Q3: 29,651 shares; 2024Q4: 31,772 shares; 2025Q1: 32,112 shares; 2025Q2: 30,197 shares; 2025Q3: 33,879 shares; 2025Q4: 35,611 shares 35,611 $10.8M 0.03% +1,732 Timeline