VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042,809 shares; 2024Q4: 5,112,238 shares; 2025Q1: 5,184,807 shares; 2025Q2: 5,309,040 shares; 2025Q3: 5,458,462 shares; 2025Q4: 5,564,462 shares 5,564,462 $1.06B 6.51% +106,000 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751,348 shares; 2024Q4: 1,739,729 shares; 2025Q1: 1,713,329 shares; 2025Q2: 1,758,337 shares; 2025Q3: 1,773,973 shares; 2025Q4: 1,773,369 shares 1,773,369 $865M 5.3% -604 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,673,704 shares; 2024Q4: 6,942,779 shares; 2025Q1: 7,216,790 shares; 2025Q2: 7,344,681 shares; 2025Q3: 7,620,987 shares; 2025Q4: 7,848,801 shares 7,848,801 $664M 4.07% +227,814 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060,094 shares; 2024Q4: 4,231,376 shares; 2025Q1: 4,436,224 shares; 2025Q2: 4,417,779 shares; 2025Q3: 4,598,418 shares; 2025Q4: 4,831,227 shares 4,831,227 $483M 2.96% +232,809 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,256 shares; 2024Q4: 739,373 shares; 2025Q1: 750,824 shares; 2025Q2: 818,515 shares; 2025Q3: 834,601 shares; 2025Q4: 844,062 shares 844,062 $408M 2.5% +9,461 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509,115 shares; 2024Q4: 1,515,140 shares; 2025Q1: 1,488,352 shares; 2025Q2: 1,490,699 shares; 2025Q3: 1,513,425 shares; 2025Q4: 1,496,845 shares 1,496,845 $407M 2.49% -16,580 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,380 shares; 2024Q4: 699,276 shares; 2025Q1: 686,704 shares; 2025Q2: 850,542 shares; 2025Q3: 753,954 shares; 2025Q4: 731,244 shares 731,244 $253M 1.55% -22,710 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456,795 shares; 2024Q4: 3,573,184 shares; 2025Q1: 3,611,201 shares; 2025Q2: 3,605,323 shares; 2025Q3: 3,617,422 shares; 2025Q4: 3,630,720 shares 3,630,720 $227M 1.39% +13,298 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,996 shares; 2024Q4: 1,080,253 shares; 2025Q1: 1,134,640 shares; 2025Q2: 1,184,451 shares; 2025Q3: 1,216,060 shares; 2025Q4: 1,246,342 shares 1,246,342 $226M 1.38% +30,282 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: restricted; 2024Q3: 4,949,463 shares; 2024Q4: 5,166,285 shares; 2025Q1: 5,485,111 shares; 2025Q2: 5,580,940 shares; 2025Q3: 5,798,792 shares; 2025Q4: 6,069,488 shares 6,069,488 $205M 1.26% +270,696 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,463 shares; 2024Q4: 988,121 shares; 2025Q1: 1,003,603 shares; 2025Q2: 1,056,205 shares; 2025Q3: 1,078,142 shares; 2025Q4: 1,084,503 shares 1,084,503 $202M 1.24% +6,361 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,643 shares; 2024Q4: 667,557 shares; 2025Q1: 692,759 shares; 2025Q2: 701,409 shares; 2025Q3: 722,238 shares; 2025Q4: 752,437 shares 752,437 $174M 1.06% +30,199 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,692 shares; 2024Q4: 477,341 shares; 2025Q1: 494,554 shares; 2025Q2: 512,122 shares; 2025Q3: 521,555 shares; 2025Q4: 532,522 shares 532,522 $172M 1.05% +10,967 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,274 shares; 2024Q4: 368,052 shares; 2025Q1: 361,876 shares; 2025Q2: 362,956 shares; 2025Q3: 362,459 shares; 2025Q4: 362,006 shares 362,006 $171M 1.05% -453 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,464 shares; 2024Q4: 779,190 shares; 2025Q1: 784,434 shares; 2025Q2: 956,165 shares; 2025Q3: 938,501 shares; 2025Q4: 925,047 shares 925,047 $170M 1.04% -13,454 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,631 shares; 2024Q4: 219,652 shares; 2025Q1: 227,621 shares; 2025Q2: 240,799 shares; 2025Q3: 257,148 shares; 2025Q4: 264,661 shares 264,661 $166M 1.02% +7,513 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,026 shares; 2024Q4: 153,417 shares; 2025Q1: 154,350 shares; 2025Q2: 185,669 shares; 2025Q3: 190,692 shares; 2025Q4: 188,392 shares 188,392 $162M 1% -2,300 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,800 shares; 2024Q4: 386,417 shares; 2025Q1: 3,241,910 shares; 2025Q2: 3,296,914 shares; 2025Q3: 3,377,036 shares; 2025Q4: 3,541,612 shares 3,541,612 $155M 0.95% +164,576 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,968 shares; 2024Q4: 228,038 shares; 2025Q1: 228,083 shares; 2025Q2: 328,674 shares; 2025Q3: 313,258 shares; 2025Q4: 302,705 shares 302,705 $155M 0.95% -10,553 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,334 shares; 2024Q4: 276,167 shares; 2025Q1: 282,840 shares; 2025Q2: 288,623 shares; 2025Q3: 298,973 shares; 2025Q4: 295,371 shares 295,371 $148M 0.91% -3,602 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,575 shares; 2024Q4: 555,326 shares; 2025Q1: 552,320 shares; 2025Q2: 714,235 shares; 2025Q3: 723,906 shares; 2025Q4: 714,597 shares 714,597 $148M 0.91% -9,309 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,585 shares; 2024Q4: 532,232 shares; 2025Q1: 557,902 shares; 2025Q2: 552,652 shares; 2025Q3: 552,843 shares; 2025Q4: 416,102 shares 416,102 $140M 0.85% -136,741 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,125 shares; 2024Q4: 897,864 shares; 2025Q1: 922,596 shares; 2025Q2: 954,981 shares; 2025Q3: 1,008,272 shares; 2025Q4: 1,053,108 shares 1,053,108 $139M 0.85% +44,836 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,733 shares; 2024Q4: 430,117 shares; 2025Q1: 437,910 shares; 2025Q2: 447,847 shares; 2025Q3: 447,666 shares; 2025Q4: 442,119 shares 442,119 $138M 0.85% -5,547 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,413 shares; 2024Q4: 406,458 shares; 2025Q1: 413,795 shares; 2025Q2: 411,478 shares; 2025Q3: 412,803 shares; 2025Q4: 411,795 shares 411,795 $133M 0.81% -1,008 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,371 shares; 2024Q4: 346,592 shares; 2025Q1: 350,767 shares; 2025Q2: 350,673 shares; 2025Q3: 350,906 shares; 2025Q4: 351,231 shares 351,231 $123M 0.75% +325 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,920 shares; 2024Q4: 505,661 shares; 2025Q1: 545,008 shares; 2025Q2: 552,745 shares; 2025Q3: 584,713 shares; 2025Q4: 599,698 shares 599,698 $119M 0.73% +14,985 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,341 shares; 2024Q4: 644,524 shares; 2025Q1: 656,794 shares; 2025Q2: 693,744 shares; 2025Q3: 761,156 shares; 2025Q4: 829,110 shares 829,110 $119M 0.73% +67,954 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,376 shares; 2024Q4: 175,733 shares; 2025Q1: 171,515 shares; 2025Q2: 169,281 shares; 2025Q3: 169,174 shares; 2025Q4: 170,089 shares 170,089 $117M 0.71% +915 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007,144 shares; 2024Q4: 1,025,894 shares; 2025Q1: 1,058,274 shares; 2025Q2: 1,097,315 shares; 2025Q3: 1,149,366 shares; 2025Q4: 1,192,808 shares 1,192,808 $116M 0.71% +43,442 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,262 shares; 2024Q4: 240,268 shares; 2025Q1: 245,612 shares; 2025Q2: 335,949 shares; 2025Q3: 357,044 shares; 2025Q4: 362,921 shares 362,921 $113M 0.69% +5,877 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,863 shares; 2024Q4: 162,027 shares; 2025Q1: 161,960 shares; 2025Q2: 175,990 shares; 2025Q3: 182,192 shares; 2025Q4: 184,078 shares 184,078 $113M 0.69% +1,886 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,906 shares; 2024Q4: 288,712 shares; 2025Q1: 297,000 shares; 2025Q2: 325,974 shares; 2025Q3: 338,256 shares; 2025Q4: 336,318 shares 336,318 $106M 0.65% -1,938 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524,026 shares; 2024Q4: 1,580,839 shares; 2025Q1: 1,631,119 shares; 2025Q2: 1,676,535 shares; 2025Q3: 1,802,200 shares; 2025Q4: 1,880,613 shares 1,880,613 $101M 0.62% +78,413 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,196 shares; 2024Q4: 260,243 shares; 2025Q1: 262,858 shares; 2025Q2: 350,182 shares; 2025Q3: 364,234 shares; 2025Q4: 377,862 shares 377,862 $97.2M 0.6% +13,628 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669,374 shares; 2024Q4: 1,721,639 shares; 2025Q1: 1,767,970 shares; 2025Q2: 1,832,085 shares; 2025Q3: 1,971,830 shares; 2025Q4: 2,055,842 shares 2,055,842 $96.5M 0.59% +84,012 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599,009 shares; 2024Q4: 2,665,320 shares; 2025Q1: 2,766,610 shares; 2025Q2: 2,766,429 shares; 2025Q3: 2,797,757 shares; 2025Q4: 2,814,774 shares 2,814,774 $92.1M 0.56% +17,017 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,679 shares; 2024Q4: 111,242 shares; 2025Q1: 110,512 shares; 2025Q2: 167,259 shares; 2025Q3: 174,517 shares; 2025Q4: 176,282 shares 176,282 $92.1M 0.56% +1,765 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602,441 shares; 2024Q4: 598,132 shares; 2025Q1: 605,495 shares; 2025Q2: 1,009,785 shares; 2025Q3: 1,072,321 shares; 2025Q4: 1,074,681 shares 1,074,681 $86.3M 0.53% +2,360 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,734 shares; 2024Q4: 224,241 shares; 2025Q1: 232,425 shares; 2025Q2: 236,832 shares; 2025Q3: 243,054 shares; 2025Q4: 248,154 shares 248,154 $81.2M 0.5% +5,100 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830,717 shares; 2024Q4: 863,894 shares; 2025Q1: 901,522 shares; 2025Q2: 913,931 shares; 2025Q3: 955,584 shares; 2025Q4: 998,970 shares 998,970 $78.7M 0.48% +43,386 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,079 shares; 2024Q4: 427,611 shares; 2025Q1: 426,220 shares; 2025Q2: 432,896 shares; 2025Q3: 446,670 shares; 2025Q4: 457,367 shares 457,367 $78.2M 0.48% +10,697 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804,699 shares; 2024Q4: 1,759,441 shares; 2025Q1: 1,938,501 shares; 2025Q2: 3,068,515 shares; 2025Q3: 3,138,676 shares; 2025Q4: 3,094,953 shares 3,094,953 $77.1M 0.47% -43,723 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,840 shares; 2024Q4: 88,988 shares; 2025Q1: 186,748 shares; 2025Q2: 503,191 shares; 2025Q3: 587,157 shares; 2025Q4: 595,512 shares 595,512 $76M 0.47% +8,355 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,913 shares; 2024Q4: 435,140 shares; 2025Q1: 439,208 shares; 2025Q2: 414,809 shares; 2025Q3: 414,588 shares; 2025Q4: 512,718 shares 512,718 $73.6M 0.45% +98,130 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,018 shares; 2024Q4: 111,354 shares; 2025Q1: 126,831 shares; 2025Q2: 220,274 shares; 2025Q3: 258,599 shares; 2025Q4: 262,819 shares 262,819 $70.5M 0.43% +4,220 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,783 shares; 2024Q4: 137,280 shares; 2025Q1: 140,789 shares; 2025Q2: 263,832 shares; 2025Q3: 285,034 shares; 2025Q4: 288,059 shares 288,059 $69.5M 0.43% +3,025 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,178 shares; 2024Q4: 95,270 shares; 2025Q1: 96,040 shares; 2025Q2: 104,232 shares; 2025Q3: 102,208 shares; 2025Q4: 100,764 shares 100,764 $68.7M 0.42% -1,444 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: restricted; 2024Q3: 102,876 shares; 2024Q4: 108,179 shares; 2025Q1: 2,406,024 shares; 2025Q2: 2,486,389 shares; 2025Q3: 2,623,867 shares; 2025Q4: 2,804,828 shares 2,804,828 $66.3M 0.41% +180,961 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,777 shares; 2024Q4: 387,891 shares; 2025Q1: 396,116 shares; 2025Q2: 403,366 shares; 2025Q3: 420,216 shares; 2025Q4: 415,736 shares 415,736 $63.4M 0.39% -4,480 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508,187 shares; 2025Q3: 546,955 shares; 2025Q4: 618,514 shares 618,514 $62.1M 0.38% +71,559 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,645 shares; 2024Q4: 249,826 shares; 2025Q1: 252,633 shares; 2025Q2: 251,340 shares; 2025Q3: 250,947 shares; 2025Q4: 271,116 shares 271,116 $61.9M 0.38% +20,169 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,949 shares; 2024Q4: 3,487,095 shares; 2025Q1: 1,827,847 shares; 2025Q2: 2,112,887 shares; 2025Q3: 2,187,550 shares; 2025Q4: 2,232,059 shares 2,232,059 $61.2M 0.38% +44,509 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,180 shares; 2024Q4: 729,399 shares; 2025Q1: 826,259 shares; 2025Q2: 853,924 shares; 2025Q3: 870,517 shares; 2025Q4: 881,008 shares 881,008 $61.2M 0.37% +10,491 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,837 shares; 2024Q4: 566,034 shares; 2025Q1: 551,950 shares; 2025Q2: 545,916 shares; 2025Q3: 552,383 shares; 2025Q4: 576,959 shares 576,959 $60.7M 0.37% +24,576 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,472 shares; 2024Q4: 75,732 shares; 2025Q1: 79,651 shares; 2025Q2: 82,822 shares; 2025Q3: 84,411 shares; 2025Q4: 91,868 shares 91,868 $60.6M 0.37% +7,457 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,051 shares; 2024Q4: 748,428 shares; 2025Q1: 749,775 shares; 2025Q2: 761,490 shares; 2025Q3: 775,547 shares; 2025Q4: 772,753 shares 772,753 $58.3M 0.36% -2,794 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,816 shares; 2024Q4: 203,188 shares; 2025Q1: 202,632 shares; 2025Q2: 197,731 shares; 2025Q3: 197,849 shares; 2025Q4: 196,273 shares 196,273 $58.1M 0.36% -1,576 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,586 shares; 2024Q4: 46,642 shares; 2025Q1: 59,718 shares; 2025Q2: 58,807 shares; 2025Q3: 60,869 shares; 2025Q4: 62,717 shares 62,717 $55.1M 0.34% +1,848 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,829 shares; 2024Q4: 79,855 shares; 2025Q1: 89,251 shares; 2025Q2: 201,281 shares; 2025Q3: 205,951 shares; 2025Q4: 209,979 shares 209,979 $55.1M 0.34% +4,028 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,893 shares; 2024Q4: 41,706 shares; 2025Q1: 43,900 shares; 2025Q2: 46,111 shares; 2025Q3: 48,188 shares; 2025Q4: 49,918 shares 49,918 $53.6M 0.33% +1,730 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,383 shares; 2024Q4: 433,747 shares; 2025Q1: 435,551 shares; 2025Q2: 437,589 shares; 2025Q3: 438,220 shares; 2025Q4: 426,741 shares 426,741 $51.4M 0.31% -11,479 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,067 shares; 2024Q4: 370,555 shares; 2025Q1: 394,203 shares; 2025Q2: 434,857 shares; 2025Q3: 445,638 shares; 2025Q4: 449,185 shares 449,185 $50M 0.31% +3,547 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,233 shares; 2024Q4: 78,423 shares; 2025Q1: 80,856 shares; 2025Q2: 82,627 shares; 2025Q3: 83,978 shares; 2025Q4: 82,322 shares 82,322 $47.2M 0.29% -1,656 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069,903 shares; 2024Q4: 1,130,994 shares; 2025Q1: 1,194,795 shares; 2025Q2: 1,259,697 shares; 2025Q3: 1,397,691 shares; 2025Q4: 1,490,134 shares 1,490,134 $46.9M 0.29% +92,443 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 63 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 62 shares; 2025Q4: 59 shares 59 $44.5M 0.27% -3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,357 shares; 2024Q4: 119,834 shares; 2025Q1: 145,534 shares; 2025Q2: 194,236 shares; 2025Q3: 194,862 shares; 2025Q4: 203,261 shares 203,261 $44.1M 0.27% +8,399 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,486 shares; 2024Q4: 119,655 shares; 2025Q1: 120,823 shares; 2025Q2: 139,718 shares; 2025Q3: 143,492 shares; 2025Q4: 144,024 shares 144,024 $44M 0.27% +532 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,259 shares; 2024Q4: 84,015 shares; 2025Q1: 97,251 shares; 2025Q2: 93,550 shares; 2025Q3: 96,676 shares; 2025Q4: 94,335 shares 94,335 $42.4M 0.26% -2,341 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,673 shares; 2024Q4: 178,872 shares; 2025Q1: 178,910 shares; 2025Q2: 182,747 shares; 2025Q3: 186,990 shares; 2025Q4: 190,165 shares 190,165 $41.8M 0.26% +3,175 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,970 shares; 2024Q4: 378,327 shares; 2025Q1: 380,259 shares; 2025Q2: 373,292 shares; 2025Q3: 364,760 shares; 2025Q4: 410,192 shares 410,192 $41M 0.25% +45,432 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,033 shares; 2024Q4: 531,349 shares; 2025Q1: 561,311 shares; 2025Q2: 587,606 shares; 2025Q3: 596,633 shares; 2025Q4: 676,902 shares 676,902 $40.7M 0.25% +80,269 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,205 shares; 2024Q4: 77,317 shares; 2025Q1: 74,719 shares; 2025Q2: 75,471 shares; 2025Q3: 78,929 shares; 2025Q4: 82,776 shares 82,776 $38.5M 0.24% +3,847 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491,422 shares; 2024Q4: 490,321 shares; 2025Q1: 469,637 shares; 2025Q2: 482,858 shares; 2025Q3: 469,079 shares; 2025Q4: 494,954 shares 494,954 $38.1M 0.23% +25,875 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,416 shares; 2024Q4: 350,392 shares; 2025Q1: 488,568 shares; 2025Q2: 747,006 shares; 2025Q3: 809,012 shares; 2025Q4: 839,196 shares 839,196 $37.3M 0.23% +30,184 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645,632 shares; 2025Q3: 3,823,284 shares; 2025Q4: 4,079,815 shares 4,079,815 $36.9M 0.23% +256,531 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,105 shares; 2024Q4: 43,953 shares; 2025Q1: 53,912 shares; 2025Q2: 61,056 shares; 2025Q3: 81,414 shares; 2025Q4: 91,643 shares 91,643 $36.3M 0.22% +10,229 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,585 shares; 2024Q4: 162,777 shares; 2025Q1: 172,960 shares; 2025Q2: 179,775 shares; 2025Q3: 177,696 shares; 2025Q4: 189,058 shares 189,058 $36.2M 0.22% +11,362 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,343 shares; 2025Q1: 5,369 shares; 2025Q2: 300,672 shares; 2025Q3: 256,516 shares; 2025Q4: 392,731 shares 392,731 $35.9M 0.22% +136,215 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,550 shares; 2024Q4: 149,598 shares; 2025Q1: 147,580 shares; 2025Q2: 149,270 shares; 2025Q3: 154,528 shares; 2025Q4: 151,415 shares 151,415 $35M 0.21% -3,113 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,084 shares; 2024Q4: 403,336 shares; 2025Q1: 396,506 shares; 2025Q2: 379,018 shares; 2025Q3: 374,627 shares; 2025Q4: 364,023 shares 364,023 $34.6M 0.21% -10,604 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,980 shares; 2024Q4: 213,287 shares; 2025Q1: 211,826 shares; 2025Q2: 221,820 shares; 2025Q3: 263,575 shares; 2025Q4: 281,588 shares 281,588 $34.3M 0.21% +18,013 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,865 shares; 2024Q4: 74,259 shares; 2025Q1: 79,173 shares; 2025Q2: 79,178 shares; 2025Q3: 79,813 shares; 2025Q4: 81,813 shares 81,813 $33.8M 0.21% +2,000 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,269 shares; 2024Q4: 89,872 shares; 2025Q1: 90,682 shares; 2025Q2: 109,776 shares; 2025Q3: 116,128 shares; 2025Q4: 130,665 shares 130,665 $33.7M 0.21% +14,537 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,387 shares; 2024Q4: 324,604 shares; 2025Q1: 317,384 shares; 2025Q2: 313,583 shares; 2025Q3: 310,584 shares; 2025Q4: 307,332 shares 307,332 $31.8M 0.19% -3,252 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,888 shares; 2024Q4: 56,185 shares; 2025Q1: 57,993 shares; 2025Q2: 69,270 shares; 2025Q3: 92,588 shares; 2025Q4: 107,776 shares 107,776 $31.3M 0.19% +15,188 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,835 shares; 2024Q4: 305,876 shares; 2025Q1: 314,807 shares; 2025Q2: 312,578 shares; 2025Q3: 318,885 shares; 2025Q4: 323,817 shares 323,817 $31.2M 0.19% +4,932 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,140 shares; 2024Q4: 464,582 shares; 2025Q1: 399,331 shares; 2025Q2: 330,621 shares; 2025Q3: 224,547 shares; 2025Q4: 219,714 shares 219,714 $30.3M 0.19% -4,833 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,123 shares; 2024Q4: 82,574 shares; 2025Q1: 82,711 shares; 2025Q2: 86,482 shares; 2025Q3: 88,842 shares; 2025Q4: 85,846 shares 85,846 $30.2M 0.18% -2,996 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,069 shares; 2024Q4: 75,037 shares; 2025Q1: 75,392 shares; 2025Q2: 75,740 shares; 2025Q3: 75,391 shares; 2025Q4: 86,717 shares 86,717 $29.8M 0.18% +11,326 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: restricted; 2024Q3: 101,297 shares; 2024Q4: 97,589 shares; 2025Q1: 99,577 shares; 2025Q2: 99,526 shares; 2025Q3: 99,961 shares; 2025Q4: 100,484 shares 100,484 $29.7M 0.18% +523 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,906 shares; 2024Q4: 141,832 shares; 2025Q1: 150,091 shares; 2025Q2: 149,797 shares; 2025Q3: 120,898 shares; 2025Q4: 119,715 shares 119,715 $29.5M 0.18% -1,183 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,145 shares; 2024Q4: 195,942 shares; 2025Q1: 206,200 shares; 2025Q2: 209,493 shares; 2025Q3: 208,315 shares; 2025Q4: 205,472 shares 205,472 $29.4M 0.18% -2,843 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,570 shares; 2024Q4: 229,516 shares; 2025Q1: 234,464 shares; 2025Q2: 234,951 shares; 2025Q3: 239,045 shares; 2025Q4: 250,095 shares 250,095 $29.3M 0.18% +11,050 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,884 shares; 2024Q4: 74,961 shares; 2025Q1: 78,573 shares; 2025Q2: 86,791 shares; 2025Q3: 86,296 shares; 2025Q4: 86,688 shares 86,688 $29.2M 0.18% +392 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,299 shares; 2024Q4: 276,399 shares; 2025Q1: 289,702 shares; 2025Q2: 306,439 shares; 2025Q3: 278,210 shares; 2025Q4: 253,665 shares 253,665 $28.9M 0.18% -24,545 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,448 shares; 2024Q4: 77,483 shares; 2025Q1: 79,279 shares; 2025Q2: 161,212 shares; 2025Q3: 161,391 shares; 2025Q4: 175,889 shares 175,889 $28.3M 0.17% +14,498 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,217 shares; 2024Q4: 648,617 shares; 2025Q1: 668,193 shares; 2025Q2: 794,813 shares; 2025Q3: 801,180 shares; 2025Q4: 809,229 shares 809,229 $28M 0.17% +8,049 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872,734 shares; 2024Q4: 914,417 shares; 2025Q1: 985,112 shares; 2025Q2: 1,083,734 shares; 2025Q3: 1,470,755 shares; 2025Q4: 1,700,296 shares 1,700,296 $27.1M 0.17% +229,541 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268,853 shares; 2025Q2: 288,528 shares; 2025Q3: 294,006 shares; 2025Q4: 499,423 shares 499,423 $27M 0.17% +205,417 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,488 shares; 2024Q4: 41,791 shares; 2025Q1: 42,486 shares; 2025Q2: 56,801 shares; 2025Q3: 75,736 shares; 2025Q4: 81,752 shares 81,752 $27M 0.17% +6,016 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,024 shares; 2024Q4: 350,233 shares; 2025Q1: 349,148 shares; 2025Q2: 362,261 shares; 2025Q3: 353,068 shares; 2025Q4: 280,604 shares 280,604 $26.9M 0.17% -72,464 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,600 shares; 2025Q1: 85,077 shares; 2025Q2: 89,847 shares; 2025Q3: 357,930 shares; 2025Q4: 990,605 shares 990,605 $26.4M 0.16% +632,675 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,549 shares; 2024Q4: 49,152 shares; 2025Q1: 56,435 shares; 2025Q2: 57,232 shares; 2025Q3: 81,632 shares; 2025Q4: 75,047 shares 75,047 $26.3M 0.16% -6,585 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,501 shares; 2024Q4: 550,770 shares; 2025Q1: 654,562 shares; 2025Q2: 643,785 shares; 2025Q3: 669,617 shares; 2025Q4: 673,196 shares 673,196 $25.8M 0.16% +3,579 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,826 shares; 2024Q4: 351,245 shares; 2025Q1: 275,723 shares; 2025Q2: 277,319 shares; 2025Q3: 283,547 shares; 2025Q4: 278,672 shares 278,672 $25.8M 0.16% -4,875 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,160 shares; 2024Q4: 440,396 shares; 2025Q1: 434,478 shares; 2025Q2: 426,485 shares; 2025Q3: 427,837 shares; 2025Q4: 407,478 shares 407,478 $25.6M 0.16% -20,359 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,478 shares; 2024Q4: 445,077 shares; 2025Q1: 442,064 shares; 2025Q2: 458,349 shares; 2025Q3: 458,665 shares; 2025Q4: 458,469 shares 458,469 $25.2M 0.15% -196 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,682 shares; 2024Q4: 262,885 shares; 2025Q1: 270,007 shares; 2025Q2: 272,420 shares; 2025Q3: 227,476 shares; 2025Q4: 209,755 shares 209,755 $25.2M 0.15% -17,721 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,070 shares; 2024Q4: 130,235 shares; 2025Q1: 110,330 shares; 2025Q2: 108,963 shares; 2025Q3: 107,503 shares; 2025Q4: 114,359 shares 114,359 $23.9M 0.15% +6,856 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,450 shares; 2024Q4: 482,507 shares; 2025Q1: 509,141 shares; 2025Q2: 512,669 shares; 2025Q3: 555,785 shares; 2025Q4: 585,852 shares 585,852 $23.9M 0.15% +30,067 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,856 shares; 2024Q4: 97,910 shares; 2025Q1: 103,357 shares; 2025Q2: 128,660 shares; 2025Q3: 118,608 shares; 2025Q4: 122,174 shares 122,174 $23.8M 0.15% +3,566 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,965 shares; 2024Q4: 380,767 shares; 2025Q1: 381,886 shares; 2025Q2: 404,837 shares; 2025Q3: 436,038 shares; 2025Q4: 445,777 shares 445,777 $23.8M 0.15% +9,739 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,830 shares; 2024Q4: 476,791 shares; 2025Q1: 478,583 shares; 2025Q2: 496,138 shares; 2025Q3: 502,981 shares; 2025Q4: 320,092 shares 320,092 $23.7M 0.15% -182,889 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 28,794 shares; 2025Q1: 88,954 shares; 2025Q2: 105,869 shares; 2025Q3: 355,745 shares; 2025Q4: 510,423 shares 510,423 $23.6M 0.14% +154,678 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,758 shares; 2024Q4: 193,782 shares; 2025Q1: 225,476 shares; 2025Q2: 335,149 shares; 2025Q3: 488,274 shares; 2025Q4: 618,769 shares 618,769 $23.6M 0.14% +130,495 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,732 shares; 2024Q4: 477,907 shares; 2025Q1: 463,249 shares; 2025Q2: 478,883 shares; 2025Q3: 495,374 shares; 2025Q4: 500,779 shares 500,779 $23.1M 0.14% +5,405 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,855 shares; 2024Q4: 162,965 shares; 2025Q1: 159,424 shares; 2025Q2: 160,582 shares; 2025Q3: 160,135 shares; 2025Q4: 149,097 shares 149,097 $23M 0.14% -11,038 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,257 shares; 2024Q4: 157,750 shares; 2025Q1: 166,676 shares; 2025Q2: 164,872 shares; 2025Q3: 166,606 shares; 2025Q4: 182,233 shares 182,233 $22.8M 0.14% +15,627 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,963 shares; 2024Q4: 483,050 shares; 2025Q1: 503,638 shares; 2025Q2: 499,581 shares; 2025Q3: 404,570 shares; 2025Q4: 342,782 shares 342,782 $22.6M 0.14% -61,788 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,918 shares; 2024Q4: 82,390 shares; 2025Q1: 84,752 shares; 2025Q2: 88,130 shares; 2025Q3: 90,698 shares; 2025Q4: 102,944 shares 102,944 $22.6M 0.14% +12,246 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,447 shares; 2024Q4: 671,984 shares; 2025Q1: 843,719 shares; 2025Q2: 580,897 shares; 2025Q3: 782,944 shares; 2025Q4: 839,077 shares 839,077 $22.3M 0.14% +56,133 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,971 shares; 2024Q4: 41,677 shares; 2025Q1: 47,932 shares; 2025Q2: 59,544 shares; 2025Q3: 67,875 shares; 2025Q4: 72,349 shares 72,349 $22M 0.13% +4,474 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,904 shares; 2024Q4: 354,740 shares; 2025Q1: 228,284 shares; 2025Q2: 345,389 shares; 2025Q3: 532,314 shares; 2025Q4: 491,663 shares 491,663 $21.8M 0.13% -40,651 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,850 shares; 2024Q4: 208,236 shares; 2025Q1: 218,983 shares; 2025Q2: 237,188 shares; 2025Q3: 219,022 shares; 2025Q4: 207,555 shares 207,555 $21.8M 0.13% -11,467 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,085 shares; 2024Q4: 13,710 shares; 2025Q1: 13,872 shares; 2025Q2: 16,895 shares; 2025Q3: 16,984 shares; 2025Q4: 139,228 shares 139,228 $21.3M 0.13% +122,244 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,292 shares; 2024Q4: 239,588 shares; 2025Q1: 230,606 shares; 2025Q2: 232,100 shares; 2025Q3: 227,396 shares; 2025Q4: 221,265 shares 221,265 $20.6M 0.13% -6,131 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,260 shares; 2024Q4: 328,316 shares; 2025Q1: 313,951 shares; 2025Q2: 304,355 shares; 2025Q3: 294,472 shares; 2025Q4: 292,057 shares 292,057 $20.4M 0.13% -2,415 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,434 shares; 2024Q4: 218,647 shares; 2025Q1: 217,207 shares; 2025Q2: 221,940 shares; 2025Q3: 228,471 shares; 2025Q4: 228,203 shares 228,203 $20.4M 0.13% -268 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,298 shares; 2024Q4: 132,440 shares; 2025Q1: 203,793 shares; 2025Q2: 230,309 shares; 2025Q3: 334,345 shares; 2025Q4: 429,881 shares 429,881 $20.4M 0.12% +95,536 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,593 shares; 2024Q4: 587,286 shares; 2025Q1: 644,761 shares; 2025Q2: 607,290 shares; 2025Q3: 645,705 shares; 2025Q4: 688,808 shares 688,808 $20.4M 0.12% +43,103 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,531 shares; 2024Q4: 54,650 shares; 2025Q1: 52,979 shares; 2025Q2: 51,834 shares; 2025Q3: 49,523 shares; 2025Q4: 47,880 shares 47,880 $20.2M 0.12% -1,643 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,845 shares; 2024Q4: 30,494 shares; 2025Q1: 31,384 shares; 2025Q2: 32,450 shares; 2025Q3: 33,443 shares; 2025Q4: 35,346 shares 35,346 $20.2M 0.12% +1,903 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,416 shares; 2024Q4: 596,533 shares; 2025Q1: 694,941 shares; 2025Q2: 741,373 shares; 2025Q3: 803,865 shares; 2025Q4: 887,210 shares 887,210 $20.1M 0.12% +83,345 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,869 shares; 2024Q4: 220,683 shares; 2025Q1: 208,408 shares; 2025Q2: 209,710 shares; 2025Q3: 210,346 shares; 2025Q4: 205,250 shares 205,250 $19.9M 0.12% -5,096 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,949 shares; 2024Q4: 311,635 shares; 2025Q1: 303,615 shares; 2025Q2: 357,324 shares; 2025Q3: 368,861 shares; 2025Q4: 337,708 shares 337,708 $19.5M 0.12% -31,153 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,085 shares; 2024Q4: 238,090 shares; 2025Q1: 274,401 shares; 2025Q2: 339,905 shares; 2025Q3: 395,506 shares; 2025Q4: 377,522 shares 377,522 $19.1M 0.12% -17,984 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,067 shares; 2024Q4: 214,205 shares; 2025Q1: 233,220 shares; 2025Q2: 236,864 shares; 2025Q3: 213,482 shares; 2025Q4: 197,008 shares 197,008 $18.9M 0.12% -16,474 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,510 shares; 2024Q4: 433,712 shares; 2025Q1: 434,623 shares; 2025Q2: 443,816 shares; 2025Q3: 448,326 shares; 2025Q4: 469,277 shares 469,277 $18.9M 0.12% +20,951 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 16,273 shares; 2025Q1: 16,312 shares; 2025Q2: 16,759 shares; 2025Q3: 18,280 shares; 2025Q4: 198,444 shares 198,444 $18.6M 0.11% +180,164 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,660 shares; 2024Q4: 147,306 shares; 2025Q1: 180,863 shares; 2025Q2: 193,957 shares; 2025Q3: 209,281 shares; 2025Q4: 210,973 shares 210,973 $18.6M 0.11% +1,692 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,858 shares; 2024Q4: 37,910 shares; 2025Q1: 41,690 shares; 2025Q2: 44,461 shares; 2025Q3: 40,718 shares; 2025Q4: 39,423 shares 39,423 $18.5M 0.11% -1,295 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,947 shares; 2024Q4: 66,577 shares; 2025Q1: 69,621 shares; 2025Q2: 137,772 shares; 2025Q3: 128,072 shares; 2025Q4: 111,519 shares 111,519 $18.2M 0.11% -16,553 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,333 shares; 2024Q4: 131,212 shares; 2025Q1: 107,033 shares; 2025Q2: 108,219 shares; 2025Q3: 112,810 shares; 2025Q4: 111,662 shares 111,662 $17.9M 0.11% -1,148 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,844 shares; 2024Q4: 59,739 shares; 2025Q1: 65,997 shares; 2025Q2: 55,793 shares; 2025Q3: 58,256 shares; 2025Q4: 62,136 shares 62,136 $17.7M 0.11% +3,880 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,782 shares; 2024Q4: 383,307 shares; 2025Q1: 437,017 shares; 2025Q2: 475,760 shares; 2025Q3: 489,302 shares; 2025Q4: 398,762 shares 398,762 $17.7M 0.11% -90,540 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,156 shares; 2024Q4: 618,274 shares; 2025Q1: 639,466 shares; 2025Q2: 640,898 shares; 2025Q3: 644,322 shares; 2025Q4: 640,761 shares 640,761 $17.6M 0.11% -3,561 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,781 shares; 2024Q4: 119,966 shares; 2025Q1: 134,390 shares; 2025Q2: 134,170 shares; 2025Q3: 133,112 shares; 2025Q4: 132,150 shares 132,150 $17.5M 0.11% -962 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: restricted; 2024Q3: 242,083 shares; 2024Q4: 271,767 shares; 2025Q1: 302,482 shares; 2025Q2: 745,879 shares; 2025Q3: 842,476 shares; 2025Q4: 879,889 shares 879,889 $17.5M 0.11% +37,413 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,227 shares; 2024Q4: 85,504 shares; 2025Q1: 110,300 shares; 2025Q2: 124,675 shares; 2025Q3: 283,873 shares; 2025Q4: 307,207 shares 307,207 $17.4M 0.11% +23,334 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,337 shares; 2024Q4: 56,940 shares; 2025Q1: 56,304 shares; 2025Q2: 68,311 shares; 2025Q3: 68,525 shares; 2025Q4: 71,497 shares 71,497 $17.3M 0.11% +2,972 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,548 shares; 2024Q4: 147,545 shares; 2025Q1: 148,667 shares; 2025Q2: 144,104 shares; 2025Q3: 170,950 shares; 2025Q4: 185,739 shares 185,739 $17.2M 0.11% +14,789 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,850 shares; 2024Q4: 37,992 shares; 2025Q1: 29,942 shares; 2025Q2: 31,234 shares; 2025Q3: 32,826 shares; 2025Q4: 35,515 shares 35,515 $17.2M 0.11% +2,689 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,933 shares; 2024Q4: 187,825 shares; 2025Q1: 181,358 shares; 2025Q2: 204,761 shares; 2025Q3: 208,489 shares; 2025Q4: 214,627 shares 214,627 $17M 0.1% +6,138 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,401 shares; 2024Q4: 72,252 shares; 2025Q1: 75,460 shares; 2025Q2: 73,681 shares; 2025Q3: 78,325 shares; 2025Q4: 80,643 shares 80,643 $16.9M 0.1% +2,318 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,787 shares; 2024Q4: 80,389 shares; 2025Q1: 68,422 shares; 2025Q2: 68,806 shares; 2025Q3: 68,012 shares; 2025Q4: 64,326 shares 64,326 $16.5M 0.1% -3,686 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: restricted; 2024Q3: 163,742 shares; 2024Q4: 162,569 shares; 2025Q1: 163,312 shares; 2025Q2: 157,353 shares; 2025Q3: 157,390 shares; 2025Q4: 150,703 shares 150,703 $16.5M 0.1% -6,687 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,062 shares; 2024Q4: 106,131 shares; 2025Q1: 107,359 shares; 2025Q2: 108,895 shares; 2025Q3: 110,144 shares; 2025Q4: 115,807 shares 115,807 $16.3M 0.1% +5,663 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,064 shares; 2024Q4: 126,971 shares; 2025Q1: 124,634 shares; 2025Q2: 130,842 shares; 2025Q3: 126,923 shares; 2025Q4: 124,581 shares 124,581 $16.1M 0.1% -2,342 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,575 shares; 2024Q4: 68,278 shares; 2025Q1: 65,572 shares; 2025Q2: 60,384 shares; 2025Q3: 74,308 shares; 2025Q4: 75,445 shares 75,445 $16M 0.1% +1,137 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,934 shares; 2024Q4: 386,277 shares; 2025Q1: 382,245 shares; 2025Q2: 344,807 shares; 2025Q3: 266,519 shares; 2025Q4: 294,929 shares 294,929 $15.9M 0.1% +28,410 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,454 shares; 2025Q3: 190,687 shares; 2025Q4: 342,984 shares 342,984 $15.8M 0.1% +152,297 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,415 shares; 2024Q4: 263,395 shares; 2025Q1: 260,257 shares; 2025Q2: 257,214 shares; 2025Q3: 339,713 shares; 2025Q4: 336,812 shares 336,812 $15.7M 0.1% -2,901 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,133 shares; 2024Q4: 89,384 shares; 2025Q1: 16,921 shares; 2025Q2: 91,798 shares; 2025Q3: 243,323 shares; 2025Q4: 339,107 shares 339,107 $15.6M 0.1% +95,784 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,267 shares; 2024Q4: 155,692 shares; 2025Q1: 219,178 shares; 2025Q2: 229,163 shares; 2025Q3: 319,371 shares; 2025Q4: 329,419 shares 329,419 $15.5M 0.09% +10,048 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,698 shares; 2024Q4: 205,528 shares; 2025Q1: 201,753 shares; 2025Q2: 202,840 shares; 2025Q3: 194,570 shares; 2025Q4: 182,044 shares 182,044 $15.3M 0.09% -12,526 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,292 shares; 2024Q4: 62,039 shares; 2025Q1: 48,566 shares; 2025Q2: 45,069 shares; 2025Q3: 41,503 shares; 2025Q4: 57,741 shares 57,741 $15.3M 0.09% +16,238 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,873 shares; 2024Q4: 243,659 shares; 2025Q1: 252,156 shares; 2025Q2: 252,991 shares; 2025Q3: 270,654 shares; 2025Q4: 270,029 shares 270,029 $15.2M 0.09% -625 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,879 shares; 2024Q4: 102,531 shares; 2025Q1: 111,961 shares; 2025Q2: 131,296 shares; 2025Q3: 128,221 shares; 2025Q4: 135,573 shares 135,573 $15.2M 0.09% +7,352 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,154 shares; 2025Q1: 103,002 shares; 2025Q2: 105,407 shares; 2025Q3: 93,743 shares; 2025Q4: 88,091 shares 88,091 $15.1M 0.09% -5,652 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,501 shares; 2024Q4: 491,515 shares; 2025Q1: 495,909 shares; 2025Q2: 489,495 shares; 2025Q3: 475,490 shares; 2025Q4: 468,459 shares 468,459 $15M 0.09% -7,031 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,813 shares; 2024Q4: 175,954 shares; 2025Q1: 180,115 shares; 2025Q2: 186,425 shares; 2025Q3: 195,392 shares; 2025Q4: 200,437 shares 200,437 $14.7M 0.09% +5,045 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,743 shares; 2024Q4: 184,278 shares; 2025Q1: 189,553 shares; 2025Q2: 208,363 shares; 2025Q3: 230,664 shares; 2025Q4: 257,089 shares 257,089 $14.7M 0.09% +26,425 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,001 shares; 2024Q4: 126,970 shares; 2025Q1: 312,395 shares; 2025Q2: 318,015 shares; 2025Q3: 375,409 shares; 2025Q4: 383,875 shares 383,875 $14.7M 0.09% +8,466 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,739 shares; 2024Q4: 57,036 shares; 2025Q1: 59,509 shares; 2025Q2: 59,159 shares; 2025Q3: 61,133 shares; 2025Q4: 59,758 shares 59,758 $14.6M 0.09% -1,375 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,517 shares; 2024Q4: 121,958 shares; 2025Q1: 124,451 shares; 2025Q2: 125,627 shares; 2025Q3: 140,829 shares; 2025Q4: 155,662 shares 155,662 $14.6M 0.09% +14,833 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: restricted; 2024Q3: 34,648 shares; 2024Q4: 66,901 shares; 2025Q1: 68,324 shares; 2025Q2: 66,916 shares; 2025Q3: 69,704 shares; 2025Q4: 66,063 shares 66,063 $14.5M 0.09% -3,641 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,147 shares; 2024Q4: 466,872 shares; 2025Q1: 439,556 shares; 2025Q2: 442,843 shares; 2025Q3: 445,786 shares; 2025Q4: 443,615 shares 443,615 $14.5M 0.09% -2,171 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,927 shares; 2024Q4: 45,582 shares; 2025Q1: 43,440 shares; 2025Q2: 43,313 shares; 2025Q3: 44,100 shares; 2025Q4: 100,312 shares 100,312 $14.4M 0.09% +56,212 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,539 shares; 2025Q4: 125,539 shares 125,539 $14.4M 0.09% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,407 shares; 2024Q4: 71,838 shares; 2025Q1: 74,851 shares; 2025Q2: 81,875 shares; 2025Q3: 80,572 shares; 2025Q4: 80,012 shares 80,012 $14.2M 0.09% -560 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,248 shares; 2024Q4: 48,327 shares; 2025Q1: 47,445 shares; 2025Q2: 43,740 shares; 2025Q3: 44,627 shares; 2025Q4: 44,991 shares 44,991 $14.2M 0.09% +364 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,200 shares; 2025Q3: 461,093 shares; 2025Q4: 726,942 shares 726,942 $14.1M 0.09% +265,849 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,859 shares; 2024Q4: 33,311 shares; 2025Q1: 35,620 shares; 2025Q2: 35,535 shares; 2025Q3: 35,610 shares; 2025Q4: 37,926 shares 37,926 $14M 0.09% +2,316 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: restricted; 2024Q3: 200,942 shares; 2024Q4: 175,484 shares; 2025Q1: 182,964 shares; 2025Q2: 220,713 shares; 2025Q3: 241,042 shares; 2025Q4: 257,051 shares 257,051 $13.8M 0.08% +16,009 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,545 shares; 2024Q4: 570,941 shares; 2025Q1: 568,675 shares; 2025Q2: 622,481 shares; 2025Q3: 645,438 shares; 2025Q4: 656,098 shares 656,098 $13.8M 0.08% +10,660 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,895 shares; 2024Q4: 351,654 shares; 2025Q1: 331,196 shares; 2025Q2: 345,753 shares; 2025Q3: 351,496 shares; 2025Q4: 375,609 shares 375,609 $13.6M 0.08% +24,113 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,417 shares; 2024Q4: 74,664 shares; 2025Q1: 79,730 shares; 2025Q2: 82,767 shares; 2025Q3: 83,193 shares; 2025Q4: 94,515 shares 94,515 $13.6M 0.08% +11,322 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,239 shares; 2024Q4: 97,591 shares; 2025Q1: 97,560 shares; 2025Q2: 96,818 shares; 2025Q3: 115,059 shares; 2025Q4: 120,268 shares 120,268 $13.6M 0.08% +5,209 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,041 shares; 2024Q4: 157,839 shares; 2025Q1: 162,207 shares; 2025Q2: 151,109 shares; 2025Q3: 181,365 shares; 2025Q4: 189,731 shares 189,731 $13.6M 0.08% +8,366 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,709 shares; 2024Q4: 45,931 shares; 2025Q1: 34,560 shares; 2025Q2: 34,418 shares; 2025Q3: 34,319 shares; 2025Q4: 33,638 shares 33,638 $13.5M 0.08% -681 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,667 shares; 2025Q3: 162,921 shares; 2025Q4: 261,140 shares 261,140 $13.4M 0.08% +98,219 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,832 shares; 2024Q4: 25,616 shares; 2025Q1: 26,562 shares; 2025Q2: 26,684 shares; 2025Q3: 25,020 shares; 2025Q4: 31,089 shares 31,089 $13.3M 0.08% +6,069 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,280 shares; 2024Q4: 35,077 shares; 2025Q1: 36,110 shares; 2025Q2: 39,017 shares; 2025Q3: 40,923 shares; 2025Q4: 42,823 shares 42,823 $13.2M 0.08% +1,900 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,918 shares; 2024Q4: 93,087 shares; 2025Q1: 95,230 shares; 2025Q2: 83,500 shares; 2025Q3: 82,697 shares; 2025Q4: 82,102 shares 82,102 $13.2M 0.08% -595 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,367 shares; 2024Q4: 66,078 shares; 2025Q1: 65,558 shares; 2025Q2: 66,140 shares; 2025Q3: 71,408 shares; 2025Q4: 71,352 shares 71,352 $13.1M 0.08% -56 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,331 shares; 2024Q4: 142,216 shares; 2025Q1: 142,837 shares; 2025Q2: 135,670 shares; 2025Q3: 159,866 shares; 2025Q4: 139,415 shares 139,415 $13.1M 0.08% -20,451 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,137 shares; 2025Q1: 10,394 shares; 2025Q2: 9,526 shares; 2025Q3: 10,594 shares; 2025Q4: 12,114 shares 12,114 $13M 0.08% +1,520 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,061 shares; 2024Q4: 157,649 shares; 2025Q1: 159,766 shares; 2025Q2: 191,031 shares; 2025Q3: 173,776 shares; 2025Q4: 151,015 shares 151,015 $12.9M 0.08% -22,761 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,479 shares; 2024Q4: 214,533 shares; 2025Q1: 163,486 shares; 2025Q2: 166,411 shares; 2025Q3: 130,516 shares; 2025Q4: 128,917 shares 128,917 $12.8M 0.08% -1,599 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,943 shares; 2024Q4: 63,198 shares; 2025Q1: 96,057 shares; 2025Q2: 96,974 shares; 2025Q3: 99,819 shares; 2025Q4: 98,226 shares 98,226 $12.7M 0.08% -1,593 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,879 shares; 2024Q4: 172,523 shares; 2025Q1: 197,053 shares; 2025Q2: 203,829 shares; 2025Q3: 191,208 shares; 2025Q4: 171,514 shares 171,514 $12.6M 0.08% -19,694 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,174 shares; 2024Q4: 36,318 shares; 2025Q1: 49,966 shares; 2025Q2: 53,054 shares; 2025Q3: 60,557 shares; 2025Q4: 65,094 shares 65,094 $12.6M 0.08% +4,537 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,740 shares; 2024Q4: 93,007 shares; 2025Q1: 104,022 shares; 2025Q2: 106,413 shares; 2025Q3: 119,978 shares; 2025Q4: 281,423 shares 281,423 $12.6M 0.08% +161,445 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,889 shares; 2024Q4: 31,354 shares; 2025Q1: 307,646 shares; 2025Q2: 299,921 shares; 2025Q3: 310,401 shares; 2025Q4: 354,602 shares 354,602 $12.5M 0.08% +44,201 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,367 shares; 2024Q4: 569,456 shares; 2025Q1: 593,084 shares; 2025Q2: 614,841 shares; 2025Q3: 631,809 shares; 2025Q4: 599,113 shares 599,113 $12.5M 0.08% -32,696 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,444 shares; 2024Q4: 851,480 shares; 2025Q1: 877,617 shares; 2025Q2: 872,719 shares; 2025Q3: 899,926 shares; 2025Q4: 617,702 shares 617,702 $12.5M 0.08% -282,224 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,759 shares; 2024Q4: 47,440 shares; 2025Q1: 51,219 shares; 2025Q2: 60,737 shares; 2025Q3: 63,530 shares; 2025Q4: 69,275 shares 69,275 $12.5M 0.08% +5,745 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,739 shares; 2024Q4: 60,413 shares; 2025Q1: 54,299 shares; 2025Q2: 54,526 shares; 2025Q3: 57,095 shares; 2025Q4: 63,913 shares 63,913 $12.5M 0.08% +6,818 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,300 shares; 2024Q4: 73,969 shares; 2025Q1: 75,878 shares; 2025Q2: 74,555 shares; 2025Q3: 72,535 shares; 2025Q4: 70,039 shares 70,039 $12.4M 0.08% -2,496 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,977 shares; 2024Q4: 41,728 shares; 2025Q1: 40,535 shares; 2025Q2: 40,549 shares; 2025Q3: 42,936 shares; 2025Q4: 44,533 shares 44,533 $12.4M 0.08% +1,597 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,123 shares; 2024Q4: 111,286 shares; 2025Q1: 133,780 shares; 2025Q2: 151,652 shares; 2025Q3: 163,189 shares; 2025Q4: 151,218 shares 151,218 $12.4M 0.08% -11,971 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,906 shares; 2024Q4: 201,512 shares; 2025Q1: 213,788 shares; 2025Q2: 212,216 shares; 2025Q3: 238,989 shares; 2025Q4: 246,762 shares 246,762 $12.3M 0.08% +7,773 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,592 shares; 2024Q4: 17,741 shares; 2025Q1: 18,545 shares; 2025Q2: 19,764 shares; 2025Q3: 22,219 shares; 2025Q4: 53,777 shares 53,777 $12.2M 0.08% +31,558 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,536 shares; 2024Q4: 156,618 shares; 2025Q1: 169,943 shares; 2025Q2: 178,833 shares; 2025Q3: 199,358 shares; 2025Q4: 240,446 shares 240,446 $12.1M 0.07% +41,088 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,655 shares; 2025Q3: 86,145 shares; 2025Q4: 384,870 shares 384,870 $12.1M 0.07% +298,725 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,962 shares; 2024Q4: 22,625 shares; 2025Q1: 24,641 shares; 2025Q2: 25,061 shares; 2025Q3: 24,224 shares; 2025Q4: 30,409 shares 30,409 $11.8M 0.07% +6,185 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,320 shares; 2024Q4: 235,077 shares; 2025Q1: 266,172 shares; 2025Q2: 251,881 shares; 2025Q3: 256,472 shares; 2025Q4: 194,378 shares 194,378 $11.7M 0.07% -62,094 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,509 shares; 2024Q4: 179,412 shares; 2025Q1: 185,646 shares; 2025Q2: 181,292 shares; 2025Q3: 178,829 shares; 2025Q4: 159,253 shares 159,253 $11.7M 0.07% -19,576 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 12,144 shares; 2025Q1: 12,300 shares; 2025Q2: 11,650 shares; 2025Q3: 15,201 shares; 2025Q4: 15,382 shares 15,382 $11.6M 0.07% +181 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,038 shares; 2024Q4: 57,681 shares; 2025Q1: 53,815 shares; 2025Q2: 67,275 shares; 2025Q3: 94,639 shares; 2025Q4: 123,863 shares 123,863 $11.5M 0.07% +29,224 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,015 shares; 2024Q4: 122,401 shares; 2025Q1: 126,799 shares; 2025Q2: 131,800 shares; 2025Q3: 147,634 shares; 2025Q4: 192,740 shares 192,740 $11.5M 0.07% +45,106 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,060 shares; 2025Q2: 102,672 shares; 2025Q3: 168,014 shares; 2025Q4: 343,258 shares 343,258 $11.2M 0.07% +175,244 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,415 shares; 2024Q4: 44,332 shares; 2025Q1: 45,053 shares; 2025Q2: 43,790 shares; 2025Q3: 48,424 shares; 2025Q4: 38,536 shares 38,536 $11.1M 0.07% -9,888 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,638 shares; 2024Q4: 443,076 shares; 2025Q1: 399,611 shares; 2025Q2: 439,018 shares; 2025Q3: 400,171 shares; 2025Q4: 445,139 shares 445,139 $11.1M 0.07% +44,968 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,458 shares; 2024Q4: 128,273 shares; 2025Q1: 122,594 shares; 2025Q2: 117,689 shares; 2025Q3: 116,276 shares; 2025Q4: 112,221 shares 112,221 $11M 0.07% -4,055 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,441 shares; 2024Q4: 909,857 shares; 2025Q1: 940,247 shares; 2025Q2: 983,643 shares; 2025Q3: 1,024,381 shares; 2025Q4: 1,045,470 shares 1,045,470 $11M 0.07% +21,089 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,397 shares; 2024Q4: 266,771 shares; 2025Q1: 279,486 shares; 2025Q2: 266,949 shares; 2025Q3: 200,542 shares; 2025Q4: 187,494 shares 187,494 $10.9M 0.07% -13,048 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,837 shares; 2024Q4: 27,795 shares; 2025Q1: 69,529 shares; 2025Q2: 84,026 shares; 2025Q3: 91,784 shares; 2025Q4: 131,891 shares 131,891 $10.9M 0.07% +40,107 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,809 shares; 2024Q4: 306,363 shares; 2025Q1: 300,432 shares; 2025Q2: 262,868 shares; 2025Q3: 261,067 shares; 2025Q4: 254,255 shares 254,255 $10.9M 0.07% -6,812 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,230 shares; 2024Q4: 52,376 shares; 2025Q1: 53,668 shares; 2025Q2: 54,548 shares; 2025Q3: 59,289 shares; 2025Q4: 60,236 shares 60,236 $10.7M 0.07% +947 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,841 shares; 2024Q4: 114,912 shares; 2025Q1: 113,211 shares; 2025Q2: 113,708 shares; 2025Q3: 114,633 shares; 2025Q4: 115,186 shares 115,186 $10.5M 0.06% +553 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,459 shares; 2024Q4: 117,820 shares; 2025Q1: 88,384 shares; 2025Q2: 120,175 shares; 2025Q3: 117,700 shares; 2025Q4: 162,316 shares 162,316 $10.5M 0.06% +44,616 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,553 shares; 2024Q4: 210,349 shares; 2025Q1: 236,290 shares; 2025Q2: 263,062 shares; 2025Q3: 277,710 shares; 2025Q4: 295,303 shares 295,303 $10.4M 0.06% +17,593 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,207 shares; 2025Q2: 276,949 shares; 2025Q3: 285,640 shares; 2025Q4: 289,784 shares 289,784 $10.4M 0.06% +4,144 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,339 shares; 2024Q4: 37,292 shares; 2025Q1: 39,836 shares; 2025Q2: 38,830 shares; 2025Q3: 39,310 shares; 2025Q4: 49,772 shares 49,772 $10.3M 0.06% +10,462 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,484 shares; 2024Q4: 80,660 shares; 2025Q1: 110,434 shares; 2025Q2: 97,612 shares; 2025Q3: 95,459 shares; 2025Q4: 99,610 shares 99,610 $10.2M 0.06% +4,151 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,951 shares; 2024Q4: 102,531 shares; 2025Q1: 106,064 shares; 2025Q2: 143,601 shares; 2025Q3: 158,859 shares; 2025Q4: 159,561 shares 159,561 $10.2M 0.06% +702 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231,827 shares; 2025Q4: 397,788 shares 397,788 $10.1M 0.06% +165,961 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,311 shares; 2024Q4: 100,019 shares; 2025Q1: 84,448 shares; 2025Q2: 81,981 shares; 2025Q3: 80,308 shares; 2025Q4: 79,890 shares 79,890 $10.1M 0.06% -418 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,208 shares; 2024Q4: 79,046 shares; 2025Q1: 80,156 shares; 2025Q2: 77,458 shares; 2025Q3: 84,642 shares; 2025Q4: 81,112 shares 81,112 $10M 0.06% -3,530 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,729 shares; 2024Q4: 192,994 shares; 2025Q1: 187,926 shares; 2025Q2: 203,227 shares; 2025Q3: 198,488 shares; 2025Q4: 198,321 shares 198,321 $9.98M 0.06% -167 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,460 shares; 2025Q3: 98,385 shares; 2025Q4: 193,341 shares 193,341 $9.95M 0.06% +94,956 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,543 shares; 2024Q4: 94,650 shares; 2025Q1: 100,809 shares; 2025Q2: 103,243 shares; 2025Q3: 106,396 shares; 2025Q4: 124,182 shares 124,182 $9.94M 0.06% +17,786 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,255 shares; 2024Q4: 187,991 shares; 2025Q1: 186,080 shares; 2025Q2: 172,526 shares; 2025Q3: 174,986 shares; 2025Q4: 123,781 shares 123,781 $9.89M 0.06% -51,205 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,733 shares; 2024Q4: 292,780 shares; 2025Q1: 303,470 shares; 2025Q2: 290,907 shares; 2025Q3: 292,747 shares; 2025Q4: 267,634 shares 267,634 $9.77M 0.06% -25,113 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320,632 shares; 2025Q3: 367,614 shares; 2025Q4: 374,084 shares 374,084 $9.65M 0.06% +6,470 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,230 shares; 2024Q4: 83,717 shares; 2025Q1: 84,384 shares; 2025Q2: 84,378 shares; 2025Q3: 84,032 shares; 2025Q4: 95,692 shares 95,692 $9.65M 0.06% +11,660 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,451 shares; 2024Q4: 29,674 shares; 2025Q1: 33,307 shares; 2025Q2: 43,295 shares; 2025Q3: 42,694 shares; 2025Q4: 45,006 shares 45,006 $9.64M 0.06% +2,312 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,792 shares; 2024Q4: 255,671 shares; 2025Q1: 225,141 shares; 2025Q2: 214,736 shares; 2025Q3: 185,895 shares; 2025Q4: 189,637 shares 189,637 $9.63M 0.06% +3,742 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,667 shares; 2024Q4: 538,992 shares; 2025Q1: 606,834 shares; 2025Q2: 607,616 shares; 2025Q3: 752,448 shares; 2025Q4: 585,698 shares 585,698 $9.6M 0.06% -166,750 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,534 shares; 2024Q4: 116,459 shares; 2025Q1: 118,185 shares; 2025Q2: 112,359 shares; 2025Q3: 125,612 shares; 2025Q4: 137,795 shares 137,795 $9.57M 0.06% +12,183 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,458 shares; 2024Q4: 58,507 shares; 2025Q1: 64,873 shares; 2025Q2: 83,625 shares; 2025Q3: 90,812 shares; 2025Q4: 95,532 shares 95,532 $9.51M 0.06% +4,720 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348,377 shares; 2025Q3: 401,146 shares; 2025Q4: 409,700 shares 409,700 $9.45M 0.06% +8,554 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,884 shares; 2024Q4: 86,306 shares; 2025Q1: 88,961 shares; 2025Q2: 88,460 shares; 2025Q3: 87,536 shares; 2025Q4: 87,903 shares 87,903 $9.29M 0.06% +367 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,733 shares; 2024Q4: 12,807 shares; 2025Q1: 12,541 shares; 2025Q2: 13,440 shares; 2025Q3: 28,736 shares; 2025Q4: 30,456 shares 30,456 $9.2M 0.06% +1,720 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,596 shares; 2024Q4: 24,579 shares; 2025Q1: 24,360 shares; 2025Q2: 24,577 shares; 2025Q3: 25,836 shares; 2025Q4: 26,594 shares 26,594 $9.12M 0.06% +758 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,554 shares; 2024Q4: 44,797 shares; 2025Q1: 48,373 shares; 2025Q2: 41,835 shares; 2025Q3: 40,832 shares; 2025Q4: 75,696 shares 75,696 $9.03M 0.06% +34,864 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,300 shares; 2025Q1: 60,387 shares; 2025Q2: 95,065 shares; 2025Q3: 255,909 shares; 2025Q4: 363,467 shares 363,467 $9M 0.06% +107,558 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,321 shares; 2024Q4: 126,363 shares; 2025Q1: 162,858 shares; 2025Q2: 143,773 shares; 2025Q3: 147,101 shares; 2025Q4: 149,476 shares 149,476 $8.96M 0.05% +2,375 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 13,940 shares; 2025Q1: 13,647 shares; 2025Q2: 14,504 shares; 2025Q3: 15,267 shares; 2025Q4: 14,335 shares 14,335 $8.93M 0.05% -932 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,176 shares; 2024Q4: 104,205 shares; 2025Q1: 112,091 shares; 2025Q2: 113,322 shares; 2025Q3: 113,047 shares; 2025Q4: 112,489 shares 112,489 $8.89M 0.05% -558 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,877 shares; 2024Q4: 56,811 shares; 2025Q1: 78,766 shares; 2025Q2: 84,853 shares; 2025Q3: 77,989 shares; 2025Q4: 75,954 shares 75,954 $8.86M 0.05% -2,035 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: restricted; 2024Q3: 31,575 shares; 2024Q4: 31,907 shares; 2025Q1: 33,931 shares; 2025Q2: 62,526 shares; 2025Q3: 65,899 shares; 2025Q4: 65,208 shares 65,208 $8.85M 0.05% -691 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 13,198 shares; 2025Q1: 13,524 shares; 2025Q2: 13,863 shares; 2025Q3: 15,419 shares; 2025Q4: 15,625 shares 15,625 $8.85M 0.05% +206 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,242 shares; 2024Q4: 35,574 shares; 2025Q1: 34,111 shares; 2025Q2: 42,553 shares; 2025Q3: 53,523 shares; 2025Q4: 43,416 shares 43,416 $8.82M 0.05% -10,107 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,828 shares; 2024Q4: 15,040 shares; 2025Q1: 14,840 shares; 2025Q2: 16,563 shares; 2025Q3: 18,130 shares; 2025Q4: 18,179 shares 18,179 $8.74M 0.05% +49 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,626 shares; 2024Q4: 70,807 shares; 2025Q1: 73,144 shares; 2025Q2: 79,075 shares; 2025Q3: 82,508 shares; 2025Q4: 99,386 shares 99,386 $8.67M 0.05% +16,878 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,634 shares; 2024Q4: 7,372 shares; 2025Q1: 7,026 shares; 2025Q2: 8,036 shares; 2025Q3: 12,721 shares; 2025Q4: 13,196 shares 13,196 $8.62M 0.05% +475 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,202 shares; 2024Q4: 30,307 shares; 2025Q1: 30,894 shares; 2025Q2: 31,025 shares; 2025Q3: 31,094 shares; 2025Q4: 31,368 shares 31,368 $8.57M 0.05% +274 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,940 shares; 2024Q4: 54,392 shares; 2025Q1: 51,174 shares; 2025Q2: 52,639 shares; 2025Q3: 52,916 shares; 2025Q4: 54,311 shares 54,311 $8.34M 0.05% +1,395 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,397 shares; 2024Q4: 71,579 shares; 2025Q1: 108,440 shares; 2025Q2: 99,584 shares; 2025Q3: 99,650 shares; 2025Q4: 92,455 shares 92,455 $8.27M 0.05% -7,195 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 27,572 shares; 2025Q1: 25,255 shares; 2025Q2: 24,325 shares; 2025Q3: 25,332 shares; 2025Q4: 25,890 shares 25,890 $8.25M 0.05% +558 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,517 shares; 2024Q4: 82,224 shares; 2025Q1: 71,065 shares; 2025Q2: 62,427 shares; 2025Q3: 61,764 shares; 2025Q4: 66,923 shares 66,923 $8.21M 0.05% +5,159 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,423 shares; 2024Q4: 175,703 shares; 2025Q1: 193,832 shares; 2025Q2: 164,436 shares; 2025Q3: 161,679 shares; 2025Q4: 169,979 shares 169,979 $8.13M 0.05% +8,300 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,503 shares; 2025Q2: 206,883 shares; 2025Q3: 234,424 shares; 2025Q4: 233,402 shares 233,402 $8.13M 0.05% -1,022 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,630 shares; 2024Q4: 120,593 shares; 2025Q1: 119,322 shares; 2025Q2: 122,649 shares; 2025Q3: 152,182 shares; 2025Q4: 130,653 shares 130,653 $8.06M 0.05% -21,529 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,324 shares; 2024Q4: 137,318 shares; 2025Q1: 141,913 shares; 2025Q2: 136,937 shares; 2025Q3: 137,398 shares; 2025Q4: 135,602 shares 135,602 $8.04M 0.05% -1,796 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,283 shares; 2024Q4: 155,220 shares; 2025Q1: 158,192 shares; 2025Q2: 163,865 shares; 2025Q3: 101,557 shares; 2025Q4: 108,902 shares 108,902 $8M 0.05% +7,345 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,324 shares; 2024Q4: 96,760 shares; 2025Q1: 109,386 shares; 2025Q2: 80,026 shares; 2025Q3: 79,349 shares; 2025Q4: 85,579 shares 85,579 $7.83M 0.05% +6,230 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,202 shares; 2024Q4: 87,122 shares; 2025Q1: 93,487 shares; 2025Q2: 93,957 shares; 2025Q3: 90,282 shares; 2025Q4: 88,949 shares 88,949 $7.79M 0.05% -1,333 Timeline SOR SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171,106 shares; 2025Q2: 172,148 shares; 2025Q3: 170,091 shares; 2025Q4: 170,018 shares 170,018 $7.78M 0.05% -73 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,301 shares; 2024Q4: 154,051 shares; 2025Q1: 154,310 shares; 2025Q2: 152,915 shares; 2025Q3: 79,087 shares; 2025Q4: 74,480 shares 74,480 $7.75M 0.05% -4,607 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 23,712 shares; 2025Q1: 20,172 shares; 2025Q2: 25,752 shares; 2025Q3: 21,071 shares; 2025Q4: 21,481 shares 21,481 $7.74M 0.05% +410 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191,666 shares; 2025Q4: 211,465 shares 211,465 $7.74M 0.05% +19,799 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,224 shares; 2025Q2: 56,099 shares; 2025Q3: 188,077 shares; 2025Q4: 200,588 shares 200,588 $7.72M 0.05% +12,511 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,298 shares; 2025Q1: 5,512 shares; 2025Q2: 9,918 shares; 2025Q3: 15,009 shares; 2025Q4: 50,090 shares 50,090 $7.66M 0.05% +35,081 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,610 shares; 2024Q4: 68,746 shares; 2025Q1: 72,324 shares; 2025Q2: 76,723 shares; 2025Q3: 83,071 shares; 2025Q4: 97,768 shares 97,768 $7.61M 0.05% +14,697 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 21,872 shares; 2025Q2: 23,539 shares; 2025Q3: 23,449 shares; 2025Q4: 24,990 shares 24,990 $7.52M 0.05% +1,541 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,870 shares; 2024Q4: 20,009 shares; 2025Q1: 19,925 shares; 2025Q2: 77,095 shares; 2025Q3: 104,635 shares; 2025Q4: 118,850 shares 118,850 $7.51M 0.05% +14,215 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,642 shares; 2024Q4: 24,130 shares; 2025Q1: 24,306 shares; 2025Q2: 24,039 shares; 2025Q3: 25,113 shares; 2025Q4: 25,887 shares 25,887 $7.45M 0.05% +774 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,879 shares; 2024Q4: 185,595 shares; 2025Q1: 180,242 shares; 2025Q2: 182,442 shares; 2025Q3: 182,137 shares; 2025Q4: 188,496 shares 188,496 $7.44M 0.05% +6,359 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: restricted; 2024Q3: 252,645 shares; 2024Q4: 274,852 shares; 2025Q1: 295,566 shares; 2025Q2: 299,485 shares; 2025Q3: 317,113 shares; 2025Q4: 338,805 shares 338,805 $7.44M 0.05% +21,692 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: restricted; 2024Q3: 10,227 shares; 2024Q4: 10,714 shares; 2025Q1: 11,903 shares; 2025Q2: 13,469 shares; 2025Q3: 13,211 shares; 2025Q4: 12,798 shares 12,798 $7.43M 0.05% -413 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,093 shares; 2024Q4: 287,871 shares; 2025Q1: 284,069 shares; 2025Q2: 260,076 shares; 2025Q3: 229,962 shares; 2025Q4: 200,135 shares 200,135 $7.38M 0.05% -29,827 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,748 shares; 2024Q4: 41,971 shares; 2025Q1: 42,606 shares; 2025Q2: 42,430 shares; 2025Q3: 42,410 shares; 2025Q4: 42,112 shares 42,112 $7.34M 0.04% -298 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,214 shares; 2024Q4: 62,566 shares; 2025Q1: 65,045 shares; 2025Q2: 59,340 shares; 2025Q3: 58,202 shares; 2025Q4: 54,801 shares 54,801 $7.32M 0.04% -3,401 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,573 shares; 2024Q4: 139,604 shares; 2025Q1: 142,420 shares; 2025Q2: 143,401 shares; 2025Q3: 142,238 shares; 2025Q4: 142,073 shares 142,073 $7.26M 0.04% -165 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,107 shares; 2025Q1: 1,281 shares; 2025Q2: 1,512 shares; 2025Q3: 1,849 shares; 2025Q4: 2,098 shares 2,098 $7.12M 0.04% +249 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,563 shares; 2024Q4: 106,147 shares; 2025Q1: 110,599 shares; 2025Q2: 114,253 shares; 2025Q3: 119,108 shares; 2025Q4: 139,424 shares 139,424 $7.09M 0.04% +20,316 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,603 shares; 2024Q4: 9,787 shares; 2025Q1: 10,257 shares; 2025Q2: 10,366 shares; 2025Q3: 10,696 shares; 2025Q4: 10,691 shares 10,691 $7.08M 0.04% -5 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,525 shares; 2025Q1: 3,764 shares; 2025Q2: 6,008 shares; 2025Q3: 6,194 shares; 2025Q4: 6,589 shares 6,589 $7.05M 0.04% +395 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,512 shares; 2024Q4: 43,972 shares; 2025Q1: 42,989 shares; 2025Q2: 42,714 shares; 2025Q3: 42,084 shares; 2025Q4: 41,832 shares 41,832 $7.04M 0.04% -252 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,820 shares; 2024Q4: 247,216 shares; 2025Q1: 238,629 shares; 2025Q2: 234,749 shares; 2025Q3: 225,238 shares; 2025Q4: 227,221 shares 227,221 $7.03M 0.04% +1,983 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,861 shares; 2024Q4: 30,766 shares; 2025Q1: 30,879 shares; 2025Q2: 34,227 shares; 2025Q3: 35,895 shares; 2025Q4: 63,646 shares 63,646 $7.02M 0.04% +27,751 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,387 shares; 2024Q4: 65,406 shares; 2025Q1: 68,818 shares; 2025Q2: 68,147 shares; 2025Q3: 68,681 shares; 2025Q4: 67,559 shares 67,559 $7M 0.04% -1,122 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,703 shares; 2024Q4: 97,365 shares; 2025Q1: 93,791 shares; 2025Q2: 93,590 shares; 2025Q3: 93,820 shares; 2025Q4: 96,169 shares 96,169 $6.97M 0.04% +2,349 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,139 shares; 2024Q4: 151,870 shares; 2025Q1: 155,414 shares; 2025Q2: 155,380 shares; 2025Q3: 154,125 shares; 2025Q4: 153,171 shares 153,171 $6.96M 0.04% -954 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,788 shares; 2024Q4: 128,288 shares; 2025Q1: 152,346 shares; 2025Q2: 131,300 shares; 2025Q3: 135,602 shares; 2025Q4: 138,106 shares 138,106 $6.9M 0.04% +2,504 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 3,769 shares; 2025Q1: 2,858 shares; 2025Q2: 17,067 shares; 2025Q3: 16,339 shares; 2025Q4: 30,983 shares 30,983 $6.9M 0.04% +14,644 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,365 shares; 2024Q4: 45,829 shares; 2025Q1: 50,349 shares; 2025Q2: 57,729 shares; 2025Q3: 55,931 shares; 2025Q4: 59,606 shares 59,606 $6.86M 0.04% +3,675 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,439 shares; 2024Q4: 87,987 shares; 2025Q1: 120,388 shares; 2025Q2: 112,334 shares; 2025Q3: 114,942 shares; 2025Q4: 125,137 shares 125,137 $6.85M 0.04% +10,195 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,002 shares; 2025Q2: 126,814 shares; 2025Q3: 175,485 shares; 2025Q4: 185,656 shares 185,656 $6.84M 0.04% +10,171 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: restricted; 2024Q3: 130,185 shares; 2024Q4: 132,702 shares; 2025Q1: 132,952 shares; 2025Q2: 135,379 shares; 2025Q3: 137,311 shares; 2025Q4: 145,050 shares 145,050 $6.78M 0.04% +7,739 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 7,498 shares; 2025Q1: 10,307 shares; 2025Q2: 25,600 shares; 2025Q3: 25,863 shares; 2025Q4: 26,827 shares 26,827 $6.72M 0.04% +964 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,053 shares; 2024Q4: 128,066 shares; 2025Q1: 115,407 shares; 2025Q2: 115,057 shares; 2025Q3: 137,350 shares; 2025Q4: 174,926 shares 174,926 $6.71M 0.04% +37,576 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,468 shares; 2025Q1: 7,211 shares; 2025Q2: 9,162 shares; 2025Q3: 9,472 shares; 2025Q4: 24,748 shares 24,748 $6.71M 0.04% +15,276 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,483 shares; 2024Q4: 291,548 shares; 2025Q1: 366,659 shares; 2025Q2: 399,826 shares; 2025Q3: 410,003 shares; 2025Q4: 405,267 shares 405,267 $6.68M 0.04% -4,736 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,938 shares; 2024Q4: 98,367 shares; 2025Q1: 74,483 shares; 2025Q2: 58,127 shares; 2025Q3: 96,802 shares; 2025Q4: 77,884 shares 77,884 $6.68M 0.04% -18,918 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,621 shares; 2024Q4: 204,322 shares; 2025Q1: 209,273 shares; 2025Q2: 144,186 shares; 2025Q3: 142,033 shares; 2025Q4: 142,121 shares 142,121 $6.66M 0.04% +88 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: restricted; 2024Q3: 207,651 shares; 2024Q4: 228,435 shares; 2025Q1: 253,169 shares; 2025Q2: 260,580 shares; 2025Q3: 278,232 shares; 2025Q4: 293,510 shares 293,510 $6.56M 0.04% +15,278 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: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,153 shares; 2025Q1: 4,421 shares; 2025Q2: 4,981 shares; 2025Q3: 6,180 shares; 2025Q4: 13,380 shares 13,380 $6.56M 0.04% +7,200 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,213 shares; 2024Q4: 37,388 shares; 2025Q1: 54,920 shares; 2025Q2: 74,670 shares; 2025Q3: 99,196 shares; 2025Q4: 112,396 shares 112,396 $6.53M 0.04% +13,200 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,479 shares; 2024Q4: 152,998 shares; 2025Q1: 148,432 shares; 2025Q2: 129,623 shares; 2025Q3: 131,902 shares; 2025Q4: 129,138 shares 129,138 $6.5M 0.04% -2,764 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,883 shares; 2024Q4: 21,585 shares; 2025Q1: 21,780 shares; 2025Q2: 22,561 shares; 2025Q3: 22,610 shares; 2025Q4: 22,506 shares 22,506 $6.5M 0.04% -104 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,717 shares; 2024Q4: 38,620 shares; 2025Q1: 38,169 shares; 2025Q2: 40,475 shares; 2025Q3: 41,258 shares; 2025Q4: 42,915 shares 42,915 $6.39M 0.04% +1,657 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,382 shares; 2024Q4: 82,736 shares; 2025Q1: 79,654 shares; 2025Q2: 76,466 shares; 2025Q3: 76,058 shares; 2025Q4: 80,183 shares 80,183 $6.39M 0.04% +4,125 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,735 shares; 2024Q4: 149,031 shares; 2025Q1: 147,790 shares; 2025Q2: 149,922 shares; 2025Q3: 149,765 shares; 2025Q4: 165,739 shares 165,739 $6.38M 0.04% +15,974 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: restricted; 2024Q3: 11,446 shares; 2024Q4: 11,189 shares; 2025Q1: 11,298 shares; 2025Q2: 22,024 shares; 2025Q3: 21,202 shares; 2025Q4: 22,458 shares 22,458 $6.36M 0.04% +1,256 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,384 shares; 2024Q4: 65,861 shares; 2025Q1: 67,690 shares; 2025Q2: 57,205 shares; 2025Q3: 55,976 shares; 2025Q4: 55,143 shares 55,143 $6.36M 0.04% -833 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,510 shares; 2024Q4: 35,811 shares; 2025Q1: 39,246 shares; 2025Q2: 39,160 shares; 2025Q3: 37,774 shares; 2025Q4: 42,491 shares 42,491 $6.3M 0.04% +4,717 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,332 shares; 2025Q1: 177,369 shares; 2025Q2: 193,473 shares; 2025Q3: 206,952 shares; 2025Q4: 225,710 shares 225,710 $6.23M 0.04% +18,758 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 7,477 shares; 2025Q1: 7,995 shares; 2025Q2: 10,240 shares; 2025Q3: 16,233 shares; 2025Q4: 17,578 shares 17,578 $6.21M 0.04% +1,345 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,903 shares; 2024Q4: 48,400 shares; 2025Q1: 54,637 shares; 2025Q2: 53,266 shares; 2025Q3: 81,014 shares; 2025Q4: 82,919 shares 82,919 $6.21M 0.04% +1,905 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,810 shares; 2024Q4: 118,010 shares; 2025Q1: 121,860 shares; 2025Q2: 123,000 shares; 2025Q3: 127,895 shares; 2025Q4: 131,395 shares 131,395 $6.15M 0.04% +3,500 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: restricted; 2024Q3: 24,876 shares; 2024Q4: 19,421 shares; 2025Q1: 19,200 shares; 2025Q2: 19,613 shares; 2025Q3: 21,676 shares; 2025Q4: 27,190 shares 27,190 $6.13M 0.04% +5,514 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,175 shares; 2024Q4: 14,250 shares; 2025Q1: 14,625 shares; 2025Q2: 20,200 shares; 2025Q3: 19,768 shares; 2025Q4: 20,641 shares 20,641 $6.1M 0.04% +873 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,985 shares; 2024Q4: 46,455 shares; 2025Q1: 41,809 shares; 2025Q2: 40,934 shares; 2025Q3: 40,261 shares; 2025Q4: 38,107 shares 38,107 $6.09M 0.04% -2,154 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,670 shares; 2024Q4: 118,540 shares; 2025Q1: 113,369 shares; 2025Q2: 116,780 shares; 2025Q3: 119,575 shares; 2025Q4: 117,594 shares 117,594 $6.07M 0.04% -1,981 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,883 shares; 2024Q4: 59,411 shares; 2025Q1: 56,967 shares; 2025Q2: 54,227 shares; 2025Q3: 51,755 shares; 2025Q4: 47,280 shares 47,280 $5.96M 0.04% -4,475 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,800 shares; 2024Q4: 54,085 shares; 2025Q1: 51,404 shares; 2025Q2: 45,818 shares; 2025Q3: 43,027 shares; 2025Q4: 42,691 shares 42,691 $5.95M 0.04% -336 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,132 shares; 2024Q4: 38,121 shares; 2025Q1: 39,773 shares; 2025Q2: 41,934 shares; 2025Q3: 45,904 shares; 2025Q4: 51,446 shares 51,446 $5.93M 0.04% +5,542 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: restricted; 2024Q3: 41,430 shares; 2024Q4: 41,092 shares; 2025Q1: 45,552 shares; 2025Q2: 53,128 shares; 2025Q3: 53,645 shares; 2025Q4: 61,449 shares 61,449 $5.89M 0.04% +7,804 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,393 shares; 2024Q4: 66,643 shares; 2025Q1: 65,138 shares; 2025Q2: 71,493 shares; 2025Q3: 73,535 shares; 2025Q4: 74,779 shares 74,779 $5.89M 0.04% +1,244 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,300 shares; 2025Q3: 56,550 shares; 2025Q4: 55,630 shares 55,630 $5.88M 0.04% -920 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,716 shares; 2025Q1: 2,802 shares; 2025Q2: 2,749 shares; 2025Q3: 2,837 shares; 2025Q4: 2,913 shares 2,913 $5.87M 0.04% +76 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: restricted; 2024Q3: 121,155 shares; 2024Q4: 120,563 shares; 2025Q1: 121,099 shares; 2025Q2: 121,541 shares; 2025Q3: 121,944 shares; 2025Q4: 116,543 shares 116,543 $5.85M 0.04% -5,401 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 3,185 shares; 2025Q1: 3,477 shares; 2025Q2: 57,972 shares; 2025Q3: 60,230 shares; 2025Q4: 64,140 shares 64,140 $5.85M 0.04% +3,910 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 78,281 shares; 2025Q1: 71,246 shares; 2025Q2: 70,955 shares; 2025Q3: 70,506 shares; 2025Q4: 70,067 shares 70,067 $5.85M 0.04% -439 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,063 shares; 2024Q4: 220,998 shares; 2025Q1: 264,207 shares; 2025Q2: 269,306 shares; 2025Q3: 277,213 shares; 2025Q4: 144,596 shares 144,596 $5.83M 0.04% -132,617 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,722 shares; 2024Q4: 52,981 shares; 2025Q1: 53,262 shares; 2025Q2: 52,748 shares; 2025Q3: 49,425 shares; 2025Q4: 48,186 shares 48,186 $5.83M 0.04% -1,239 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,850 shares; 2024Q4: 289,183 shares; 2025Q1: 285,929 shares; 2025Q2: 295,514 shares; 2025Q3: 300,139 shares; 2025Q4: 309,211 shares 309,211 $5.82M 0.04% +9,072 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,087 shares; 2024Q4: 57,659 shares; 2025Q1: 50,447 shares; 2025Q2: 49,814 shares; 2025Q3: 45,180 shares; 2025Q4: 41,895 shares 41,895 $5.78M 0.04% -3,285 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,519 shares; 2024Q4: 23,149 shares; 2025Q1: 21,674 shares; 2025Q2: 19,945 shares; 2025Q3: 19,547 shares; 2025Q4: 27,314 shares 27,314 $5.75M 0.04% +7,767 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,664 shares; 2024Q4: 109,008 shares; 2025Q1: 121,330 shares; 2025Q2: 122,128 shares; 2025Q3: 159,543 shares; 2025Q4: 219,166 shares 219,166 $5.74M 0.04% +59,623 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,838 shares; 2024Q4: 106,187 shares; 2025Q1: 107,680 shares; 2025Q2: 110,766 shares; 2025Q3: 111,598 shares; 2025Q4: 118,202 shares 118,202 $5.71M 0.03% +6,604 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,709 shares; 2024Q4: 183,011 shares; 2025Q1: 133,572 shares; 2025Q2: 141,740 shares; 2025Q3: 179,913 shares; 2025Q4: 190,962 shares 190,962 $5.71M 0.03% +11,049 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 24,522 shares; 2025Q1: 26,685 shares; 2025Q2: 31,911 shares; 2025Q3: 32,345 shares; 2025Q4: 33,802 shares 33,802 $5.68M 0.03% +1,457 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,923 shares; 2024Q4: 142,303 shares; 2025Q1: 140,633 shares; 2025Q2: 142,760 shares; 2025Q3: 139,224 shares; 2025Q4: 126,639 shares 126,639 $5.58M 0.03% -12,585 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,350 shares; 2024Q4: 29,251 shares; 2025Q1: 28,879 shares; 2025Q2: 29,480 shares; 2025Q3: 29,268 shares; 2025Q4: 30,111 shares 30,111 $5.57M 0.03% +843 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 13,676 shares; 2025Q1: 28,439 shares; 2025Q2: 23,994 shares; 2025Q3: 27,091 shares; 2025Q4: 32,868 shares 32,868 $5.57M 0.03% +5,777 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,208 shares; 2024Q4: 72,870 shares; 2025Q1: 96,138 shares; 2025Q2: 95,832 shares; 2025Q3: 92,718 shares; 2025Q4: 92,371 shares 92,371 $5.55M 0.03% -347 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,275 shares; 2024Q4: 29,252 shares; 2025Q1: 29,608 shares; 2025Q2: 29,237 shares; 2025Q3: 28,963 shares; 2025Q4: 27,129 shares 27,129 $5.5M 0.03% -1,834 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,099 shares; 2025Q4: 85,277 shares 85,277 $5.48M 0.03% +29,178 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,056 shares; 2024Q4: 57,242 shares; 2025Q1: 47,147 shares; 2025Q2: 36,876 shares; 2025Q3: 44,615 shares; 2025Q4: 64,081 shares 64,081 $5.45M 0.03% +19,466 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,659 shares; 2024Q4: 69,176 shares; 2025Q1: 81,381 shares; 2025Q2: 81,673 shares; 2025Q3: 137,833 shares; 2025Q4: 149,430 shares 149,430 $5.44M 0.03% +11,597 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,754 shares; 2025Q1: 9,002 shares; 2025Q2: 9,342 shares; 2025Q3: 9,005 shares; 2025Q4: 9,437 shares 9,437 $5.38M 0.03% +432 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,295 shares; 2024Q4: 244,606 shares; 2025Q1: 256,146 shares; 2025Q2: 235,021 shares; 2025Q3: 282,192 shares; 2025Q4: 226,936 shares 226,936 $5.38M 0.03% -55,256 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,500 shares; 2024Q4: 316,800 shares; 2025Q1: 329,042 shares; 2025Q2: 332,177 shares; 2025Q3: 332,842 shares; 2025Q4: 240,078 shares 240,078 $5.37M 0.03% -92,764 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,431 shares; 2024Q4: 44,421 shares; 2025Q1: 45,399 shares; 2025Q2: 45,415 shares; 2025Q3: 47,079 shares; 2025Q4: 47,422 shares 47,422 $5.37M 0.03% +343 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,266 shares; 2024Q4: 23,871 shares; 2025Q1: 24,573 shares; 2025Q2: 26,046 shares; 2025Q3: 24,763 shares; 2025Q4: 23,529 shares 23,529 $5.37M 0.03% -1,234 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,915 shares 81,915 $5.36M 0.03% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,041 shares; 2024Q4: 37,168 shares; 2025Q1: 40,401 shares; 2025Q2: 42,434 shares; 2025Q3: 43,011 shares; 2025Q4: 47,009 shares 47,009 $5.35M 0.03% +3,998 Timeline SRET GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244,240 shares 244,240 $5.32M 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 27,800 shares; 2025Q1: 27,020 shares; 2025Q2: 40,353 shares; 2025Q3: 38,803 shares; 2025Q4: 32,089 shares 32,089 $5.22M 0.03% -6,714 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,764 shares; 2024Q4: 103,895 shares; 2025Q1: 92,794 shares; 2025Q2: 64,052 shares; 2025Q3: 58,920 shares; 2025Q4: 64,039 shares 64,039 $5.2M 0.03% +5,119 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,123 shares; 2024Q4: 146,248 shares; 2025Q1: 165,940 shares; 2025Q2: 170,430 shares; 2025Q3: 175,229 shares; 2025Q4: 185,930 shares 185,930 $5.2M 0.03% +10,701 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,030 shares; 2024Q4: 46,707 shares; 2025Q1: 47,462 shares; 2025Q2: 145,609 shares; 2025Q3: 178,394 shares; 2025Q4: 196,673 shares 196,673 $5.17M 0.03% +18,279 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: restricted; 2024Q3: 25,767 shares; 2024Q4: 139,630 shares; 2025Q1: 131,069 shares; 2025Q2: 134,068 shares; 2025Q3: 90,072 shares; 2025Q4: 195,938 shares 195,938 $5.16M 0.03% +105,866 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,292 shares; 2024Q4: 110,172 shares; 2025Q1: 106,559 shares; 2025Q2: 105,383 shares; 2025Q3: 102,106 shares; 2025Q4: 97,026 shares 97,026 $5.13M 0.03% -5,080 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,015 shares; 2025Q1: 4,917 shares; 2025Q2: 4,845 shares; 2025Q3: 23,984 shares; 2025Q4: 40,502 shares 40,502 $5.09M 0.03% +16,518 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 12,404 shares; 2025Q1: 12,934 shares; 2025Q2: 14,803 shares; 2025Q3: 17,056 shares; 2025Q4: 32,552 shares 32,552 $5.05M 0.03% +15,496 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,754 shares; 2024Q4: 32,084 shares; 2025Q1: 32,614 shares; 2025Q2: 33,118 shares; 2025Q3: 32,410 shares; 2025Q4: 32,623 shares 32,623 $5.05M 0.03% +213 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,739 shares; 2024Q4: 145,271 shares; 2025Q1: 155,396 shares; 2025Q2: 155,178 shares; 2025Q3: 108,288 shares; 2025Q4: 106,842 shares 106,842 $5.03M 0.03% -1,446 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,185 shares; 2024Q4: 19,612 shares; 2025Q1: 22,617 shares; 2025Q2: 25,911 shares; 2025Q3: 30,158 shares; 2025Q4: 33,343 shares 33,343 $5.01M 0.03% +3,185 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235,505 shares; 2025Q3: 236,431 shares; 2025Q4: 243,802 shares 243,802 $5.01M 0.03% +7,371 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,121 shares; 2025Q1: 36,199 shares; 2025Q2: 93,815 shares; 2025Q3: 72,282 shares; 2025Q4: 59,582 shares 59,582 $4.98M 0.03% -12,700 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,283 shares; 2024Q4: 439,481 shares; 2025Q1: 451,466 shares; 2025Q2: 413,536 shares; 2025Q3: 382,097 shares; 2025Q4: 353,516 shares 353,516 $4.97M 0.03% -28,581 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 8,218 shares; 2025Q1: 14,757 shares; 2025Q2: 15,996 shares; 2025Q3: 18,278 shares; 2025Q4: 21,932 shares 21,932 $4.96M 0.03% +3,654 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,414 shares; 2024Q4: 85,705 shares; 2025Q1: 83,687 shares; 2025Q2: 86,397 shares; 2025Q3: 90,442 shares; 2025Q4: 91,702 shares 91,702 $4.96M 0.03% +1,260 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,989 shares; 2024Q4: 17,443 shares; 2025Q1: 17,434 shares; 2025Q2: 18,458 shares; 2025Q3: 18,968 shares; 2025Q4: 17,991 shares 17,991 $4.95M 0.03% -977 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,632 shares; 2024Q4: 220,414 shares; 2025Q1: 219,361 shares; 2025Q2: 230,981 shares; 2025Q3: 386,715 shares; 2025Q4: 433,237 shares 433,237 $4.88M 0.03% +46,522 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,161 shares; 2025Q1: 20,479 shares; 2025Q2: 126,867 shares; 2025Q3: 127,647 shares; 2025Q4: 136,688 shares 136,688 $4.87M 0.03% +9,041 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,423 shares; 2025Q3: 102,210 shares; 2025Q4: 102,329 shares 102,329 $4.86M 0.03% +119 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 4,429 shares; 2025Q1: 4,279 shares; 2025Q2: 4,257 shares; 2025Q3: 4,347 shares; 2025Q4: 3,985 shares 3,985 $4.84M 0.03% -362 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,249 shares; 2024Q4: 145,191 shares; 2025Q1: 152,586 shares; 2025Q2: 132,466 shares; 2025Q3: 126,141 shares; 2025Q4: 126,146 shares 126,146 $4.84M 0.03% +5 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,775 shares; 2024Q4: 22,947 shares; 2025Q1: 24,079 shares; 2025Q2: 24,318 shares; 2025Q3: 24,457 shares; 2025Q4: 33,638 shares 33,638 $4.83M 0.03% +9,181 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,802 shares; 2024Q4: 210,743 shares; 2025Q1: 220,175 shares; 2025Q2: 222,338 shares; 2025Q3: 355,087 shares; 2025Q4: 367,787 shares 367,787 $4.83M 0.03% +12,700 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,356 shares; 2025Q2: 2,392 shares; 2025Q3: 7,502 shares; 2025Q4: 14,672 shares 14,672 $4.82M 0.03% +7,170 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 14,835 shares; 2025Q1: 13,907 shares; 2025Q2: 16,780 shares; 2025Q3: 20,965 shares; 2025Q4: 20,914 shares 20,914 $4.79M 0.03% -51 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,009 shares; 2024Q4: 125,120 shares; 2025Q1: 122,977 shares; 2025Q2: 120,303 shares; 2025Q3: 121,642 shares; 2025Q4: 119,626 shares 119,626 $4.74M 0.03% -2,016 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,952 shares; 2024Q4: 4,193 shares; 2025Q1: 4,267 shares; 2025Q2: 4,555 shares; 2025Q3: 4,276 shares; 2025Q4: 25,637 shares 25,637 $4.73M 0.03% +21,361 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,502 shares; 2024Q4: 20,757 shares; 2025Q1: 20,768 shares; 2025Q2: 21,690 shares; 2025Q3: 21,231 shares; 2025Q4: 20,722 shares 20,722 $4.71M 0.03% -509 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,575 shares; 2025Q4: 65,575 shares 65,575 $4.68M 0.03% -3,000 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,847 shares; 2025Q3: 97,714 shares; 2025Q4: 106,570 shares 106,570 $4.64M 0.03% +8,856 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: 9,192 shares; 2025Q1: 9,335 shares; 2025Q2: 8,561 shares; 2025Q3: 7,848 shares; 2025Q4: 8,163 shares 8,163 $4.64M 0.03% +315 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,113 shares; 2024Q4: 24,070 shares; 2025Q1: 23,630 shares; 2025Q2: 21,920 shares; 2025Q3: 19,897 shares; 2025Q4: 14,782 shares 14,782 $4.63M 0.03% -5,115 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,289 shares; 2025Q2: 100,169 shares; 2025Q3: 101,702 shares; 2025Q4: 102,899 shares 102,899 $4.63M 0.03% +1,197 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,764 shares; 2024Q4: 100,429 shares; 2025Q1: 108,808 shares; 2025Q2: 101,604 shares; 2025Q3: 37,626 shares; 2025Q4: 46,379 shares 46,379 $4.63M 0.03% +8,753 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,069 shares; 2024Q4: 27,790 shares; 2025Q1: 28,649 shares; 2025Q2: 26,357 shares; 2025Q3: 26,271 shares; 2025Q4: 28,282 shares 28,282 $4.63M 0.03% +2,011 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,373 shares; 2024Q4: 29,251 shares; 2025Q1: 29,228 shares; 2025Q2: 29,310 shares; 2025Q3: 28,272 shares; 2025Q4: 28,322 shares 28,322 $4.59M 0.03% +50 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,055 shares; 2024Q4: 31,716 shares; 2025Q1: 51,796 shares; 2025Q2: 71,651 shares; 2025Q3: 59,803 shares; 2025Q4: 61,332 shares 61,332 $4.58M 0.03% +1,529 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,206 shares; 2024Q4: 115,350 shares; 2025Q1: 117,783 shares; 2025Q2: 120,509 shares; 2025Q3: 117,829 shares; 2025Q4: 117,180 shares 117,180 $4.57M 0.03% -649 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,490 shares; 2024Q4: 13,450 shares; 2025Q1: 54,813 shares; 2025Q2: 55,733 shares; 2025Q3: 54,051 shares; 2025Q4: 52,074 shares 52,074 $4.55M 0.03% -1,977 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,868 shares; 2024Q4: 73,241 shares; 2025Q1: 63,641 shares; 2025Q2: 54,605 shares; 2025Q3: 53,462 shares; 2025Q4: 44,076 shares 44,076 $4.52M 0.03% -9,386 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 6,521 shares; 2025Q1: 6,009 shares; 2025Q2: 6,113 shares; 2025Q3: 5,549 shares; 2025Q4: 5,546 shares 5,546 $4.49M 0.03% -3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 17,793 shares; 2025Q1: 21,286 shares; 2025Q2: 24,885 shares; 2025Q3: 27,250 shares; 2025Q4: 31,786 shares 31,786 $4.49M 0.03% +4,536 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,777 shares; 2024Q4: 53,049 shares; 2025Q1: 47,817 shares; 2025Q2: 51,989 shares; 2025Q3: 64,195 shares; 2025Q4: 66,242 shares 66,242 $4.45M 0.03% +2,047 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,507 shares; 2024Q4: 136,563 shares; 2025Q1: 134,751 shares; 2025Q2: 144,811 shares; 2025Q3: 224,545 shares; 2025Q4: 235,642 shares 235,642 $4.39M 0.03% +11,097 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: restricted; 2024Q3: 196,618 shares; 2024Q4: 237,235 shares; 2025Q1: 253,492 shares; 2025Q2: 202,673 shares; 2025Q3: 212,852 shares; 2025Q4: 190,610 shares 190,610 $4.36M 0.03% -22,242 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,626 shares; 2024Q4: 57,451 shares; 2025Q1: 56,685 shares; 2025Q2: 56,944 shares; 2025Q3: 62,239 shares; 2025Q4: 73,855 shares 73,855 $4.33M 0.03% +11,616 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,734 shares; 2025Q1: 8,217 shares; 2025Q2: 34,957 shares; 2025Q3: 35,856 shares; 2025Q4: 38,948 shares 38,948 $4.29M 0.03% +3,092 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 11,123 shares; 2025Q1: 11,174 shares; 2025Q2: 11,169 shares; 2025Q3: 11,135 shares; 2025Q4: 11,476 shares 11,476 $4.29M 0.03% +341 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,113 shares; 2024Q4: 86,956 shares; 2025Q1: 90,225 shares; 2025Q2: 50,928 shares; 2025Q3: 38,770 shares; 2025Q4: 38,551 shares 38,551 $4.24M 0.03% -219 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,758 shares; 2024Q4: 36,842 shares; 2025Q1: 38,524 shares; 2025Q2: 41,557 shares; 2025Q3: 40,341 shares; 2025Q4: 43,313 shares 43,313 $4.23M 0.03% +2,972 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,300 shares; 2024Q4: 77,514 shares; 2025Q1: 79,329 shares; 2025Q2: 78,405 shares; 2025Q3: 107,131 shares; 2025Q4: 110,131 shares 110,131 $4.21M 0.03% +3,000 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 6,060 shares; 2025Q1: 6,153 shares; 2025Q2: 5,485 shares; 2025Q3: 5,669 shares; 2025Q4: 5,126 shares 5,126 $4.21M 0.03% -543 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,139 shares; 2024Q4: 24,215 shares; 2025Q1: 25,110 shares; 2025Q2: 25,668 shares; 2025Q3: 25,261 shares; 2025Q4: 25,691 shares 25,691 $4.19M 0.03% +430 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,288 shares; 2024Q4: 116,102 shares; 2025Q1: 108,168 shares; 2025Q2: 104,956 shares; 2025Q3: 109,142 shares; 2025Q4: 106,338 shares 106,338 $4.19M 0.03% -2,804 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,741 shares; 2024Q4: 15,495 shares; 2025Q1: 15,632 shares; 2025Q2: 16,124 shares; 2025Q3: 16,591 shares; 2025Q4: 16,956 shares 16,956 $4.18M 0.03% +365 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,902 shares; 2025Q1: 72,830 shares; 2025Q2: 74,011 shares; 2025Q3: 73,189 shares; 2025Q4: 69,570 shares 69,570 $4.18M 0.03% -3,619 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,325 shares; 2024Q4: 81,747 shares; 2025Q1: 83,343 shares; 2025Q2: 84,448 shares; 2025Q3: 84,753 shares; 2025Q4: 88,354 shares 88,354 $4.17M 0.03% +3,601 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,617 shares; 2024Q4: 169,316 shares; 2025Q1: 173,526 shares; 2025Q2: 179,702 shares; 2025Q3: 182,591 shares; 2025Q4: 191,676 shares 191,676 $4.16M 0.03% +9,085 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 32,824 shares; 2025Q1: 36,293 shares; 2025Q2: 34,998 shares; 2025Q3: 35,649 shares; 2025Q4: 49,685 shares 49,685 $4.16M 0.03% +14,036 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,433 shares; 2024Q4: 31,393 shares; 2025Q1: 33,512 shares; 2025Q2: 46,862 shares; 2025Q3: 60,593 shares; 2025Q4: 96,555 shares 96,555 $4.12M 0.03% +35,962 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,294 shares; 2024Q4: 23,108 shares; 2025Q1: 27,986 shares; 2025Q2: 29,314 shares; 2025Q3: 30,030 shares; 2025Q4: 52,023 shares 52,023 $4.11M 0.03% +21,993 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,973 shares; 2024Q4: 24,805 shares; 2025Q1: 25,142 shares; 2025Q2: 25,014 shares; 2025Q3: 24,320 shares; 2025Q4: 23,631 shares 23,631 $4.1M 0.03% -689 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,132 shares; 2024Q4: 261,778 shares; 2025Q1: 302,865 shares; 2025Q2: 318,133 shares; 2025Q3: 293,527 shares; 2025Q4: 300,580 shares 300,580 $4.08M 0.02% +7,053 Timeline HACK 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: restricted; 2024Q3: 26,097 shares; 2024Q4: 26,382 shares; 2025Q1: 26,658 shares; 2025Q2: 25,612 shares; 2025Q3: 34,264 shares; 2025Q4: 50,621 shares 50,621 $4.07M 0.02% +16,357 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,527 shares; 2024Q4: 86,761 shares; 2025Q1: 114,139 shares; 2025Q2: 135,489 shares; 2025Q3: 137,506 shares; 2025Q4: 144,185 shares 144,185 $4.04M 0.02% +6,679 Timeline IBIK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,329 shares; 2025Q3: 140,627 shares; 2025Q4: 157,241 shares 157,241 $4.03M 0.02% +16,614 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 29,619 shares; 2025Q1: 28,735 shares; 2025Q2: 27,877 shares; 2025Q3: 27,127 shares; 2025Q4: 26,638 shares 26,638 $4.03M 0.02% -489 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,158 shares; 2024Q4: 46,647 shares; 2025Q1: 45,448 shares; 2025Q2: 49,907 shares; 2025Q3: 68,973 shares; 2025Q4: 73,750 shares 73,750 $4.03M 0.02% +4,777 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,381 shares; 2024Q4: 298,481 shares; 2025Q1: 312,923 shares; 2025Q2: 328,055 shares; 2025Q3: 344,057 shares; 2025Q4: 350,071 shares 350,071 $4M 0.02% +6,014 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,875 shares; 2024Q4: 22,978 shares; 2025Q1: 31,951 shares; 2025Q2: 33,621 shares; 2025Q3: 37,843 shares; 2025Q4: 39,711 shares 39,711 $3.98M 0.02% +1,868 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 11,647 shares; 2025Q1: 11,851 shares; 2025Q2: 13,358 shares; 2025Q3: 14,461 shares; 2025Q4: 15,751 shares 15,751 $3.95M 0.02% +1,290 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,117 shares; 2025Q3: 51,518 shares; 2025Q4: 61,528 shares 61,528 $3.95M 0.02% +10,010 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,844 shares; 2024Q4: 15,428 shares; 2025Q1: 14,917 shares; 2025Q2: 15,043 shares; 2025Q3: 17,461 shares; 2025Q4: 15,922 shares 15,922 $3.93M 0.02% -1,539 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: restricted; 2024Q3: 93,948 shares; 2024Q4: 106,332 shares; 2025Q1: 122,458 shares; 2025Q2: 153,300 shares; 2025Q3: 167,661 shares; 2025Q4: 173,426 shares 173,426 $3.9M 0.02% +5,765 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,141 shares; 2024Q4: 45,707 shares; 2025Q1: 35,299 shares; 2025Q2: 32,773 shares; 2025Q3: 32,584 shares; 2025Q4: 31,546 shares 31,546 $3.88M 0.02% -1,038 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,388 shares; 2024Q4: 84,481 shares; 2025Q1: 68,975 shares; 2025Q2: 72,186 shares; 2025Q3: 74,325 shares; 2025Q4: 76,202 shares 76,202 $3.83M 0.02% +1,877 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 9,302 shares; 2025Q1: 9,988 shares; 2025Q2: 9,910 shares; 2025Q3: 15,009 shares; 2025Q4: 14,748 shares 14,748 $3.83M 0.02% -261 Timeline GVAL 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,296 shares; 2025Q4: 121,596 shares 121,596 $3.83M 0.02% +90,300 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,333 shares; 2024Q4: 57,140 shares; 2025Q1: 57,740 shares; 2025Q2: 59,202 shares; 2025Q3: 60,107 shares; 2025Q4: 61,392 shares 61,392 $3.81M 0.02% +1,285 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,894 shares; 2025Q4: 99,950 shares 99,950 $3.81M 0.02% +74,056 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,944 shares; 2024Q4: 223,093 shares; 2025Q1: 223,739 shares; 2025Q2: 220,323 shares; 2025Q3: 237,676 shares; 2025Q4: 236,535 shares 236,535 $3.81M 0.02% -1,141 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,388 shares; 2024Q4: 76,071 shares; 2025Q1: 79,471 shares; 2025Q2: 78,949 shares; 2025Q3: 78,624 shares; 2025Q4: 78,712 shares 78,712 $3.8M 0.02% +88 Timeline IBIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,211 shares; 2025Q3: 134,025 shares; 2025Q4: 146,032 shares 146,032 $3.8M 0.02% +12,007 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,246 shares; 2024Q4: 50,332 shares; 2025Q1: 52,378 shares; 2025Q2: 51,255 shares; 2025Q3: 59,650 shares; 2025Q4: 78,715 shares 78,715 $3.76M 0.02% +19,065 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,719 shares; 2024Q4: 49,876 shares; 2025Q1: 65,383 shares; 2025Q2: 83,378 shares; 2025Q3: 86,040 shares; 2025Q4: 86,638 shares 86,638 $3.75M 0.02% +598 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,427 shares; 2025Q4: 68,305 shares 68,305 $3.75M 0.02% +50,878 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 4,928 shares; 2025Q1: 5,985 shares; 2025Q2: 7,945 shares; 2025Q3: 8,634 shares; 2025Q4: 8,985 shares 8,985 $3.75M 0.02% +351 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,351 shares; 2024Q4: 20,792 shares; 2025Q1: 21,266 shares; 2025Q2: 23,008 shares; 2025Q3: 22,892 shares; 2025Q4: 23,260 shares 23,260 $3.74M 0.02% +368 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,908 shares; 2024Q4: 12,180 shares; 2025Q1: 12,795 shares; 2025Q2: 5,706 shares; 2025Q3: 8,546 shares; 2025Q4: 17,411 shares 17,411 $3.74M 0.02% +8,865 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 14,997 shares; 2025Q1: 15,048 shares; 2025Q2: 15,111 shares; 2025Q3: 15,306 shares; 2025Q4: 15,481 shares 15,481 $3.73M 0.02% +175 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,013 shares; 2025Q4: 243,788 shares 243,788 $3.72M 0.02% +181,775 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,971 shares; 2024Q4: 231,179 shares; 2025Q1: 195,258 shares; 2025Q2: 196,311 shares; 2025Q3: 142,893 shares; 2025Q4: 203,812 shares 203,812 $3.71M 0.02% +60,919 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,884 shares; 2025Q4: 56,383 shares 56,383 $3.68M 0.02% +42,499 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,691 shares; 2024Q4: 29,569 shares; 2025Q1: 29,330 shares; 2025Q2: 29,194 shares; 2025Q3: 30,441 shares; 2025Q4: 32,786 shares 32,786 $3.68M 0.02% +2,345 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: restricted; 2024Q3: 35,600 shares; 2024Q4: 30,660 shares; 2025Q1: 32,201 shares; 2025Q2: 33,541 shares; 2025Q3: 35,374 shares; 2025Q4: 37,796 shares 37,796 $3.67M 0.02% +2,422 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,080 shares; 2024Q4: 65,147 shares; 2025Q1: 67,395 shares; 2025Q2: 72,060 shares; 2025Q3: 73,648 shares; 2025Q4: 76,352 shares 76,352 $3.67M 0.02% +2,704 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,781 shares; 2025Q1: 1,748 shares; 2025Q2: 1,709 shares; 2025Q3: 1,662 shares; 2025Q4: 1,708 shares 1,708 $3.67M 0.02% +46 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: restricted; 2024Q3: 10,102 shares; 2024Q4: 16,727 shares; 2025Q1: 17,983 shares; 2025Q2: 18,250 shares; 2025Q3: 18,835 shares; 2025Q4: 20,234 shares 20,234 $3.67M 0.02% +1,399 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,731 shares; 2024Q4: 38,044 shares; 2025Q1: 37,846 shares; 2025Q2: 37,743 shares; 2025Q3: 36,764 shares; 2025Q4: 36,572 shares 36,572 $3.65M 0.02% -192 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,783 shares; 2025Q1: 51,638 shares; 2025Q2: 54,839 shares; 2025Q3: 99,014 shares; 2025Q4: 80,124 shares 80,124 $3.65M 0.02% -18,890 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,234 shares; 2024Q4: 23,185 shares; 2025Q1: 15,660 shares; 2025Q2: 18,716 shares; 2025Q3: 22,307 shares; 2025Q4: 23,529 shares 23,529 $3.64M 0.02% +1,222 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,668 shares; 2025Q4: 153,890 shares 153,890 $3.64M 0.02% +103,222 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,055 shares; 2024Q4: 43,773 shares; 2025Q1: 34,433 shares; 2025Q2: 38,955 shares; 2025Q3: 51,966 shares; 2025Q4: 60,079 shares 60,079 $3.61M 0.02% +8,113 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,773 shares; 2025Q1: 1,521 shares; 2025Q2: not reported; 2025Q3: 19,557 shares; 2025Q4: 19,778 shares 19,778 $3.6M 0.02% +221 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,655 shares; 2024Q4: 87,847 shares; 2025Q1: 89,038 shares; 2025Q2: 70,173 shares; 2025Q3: 72,830 shares; 2025Q4: 73,324 shares 73,324 $3.6M 0.02% +494 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: restricted; 2024Q3: 23,584 shares; 2024Q4: 12,743 shares; 2025Q1: 10,513 shares; 2025Q2: 11,191 shares; 2025Q3: 15,971 shares; 2025Q4: 17,120 shares 17,120 $3.56M 0.02% +1,149 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,613 shares; 2025Q4: 50,735 shares 50,735 $3.53M 0.02% +24,122 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,188 shares; 2024Q4: 47,129 shares; 2025Q1: 45,299 shares; 2025Q2: 44,665 shares; 2025Q3: 43,472 shares; 2025Q4: 42,038 shares 42,038 $3.52M 0.02% -1,434 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,674 shares; 2025Q1: 6,693 shares; 2025Q2: 6,393 shares; 2025Q3: 6,411 shares; 2025Q4: 6,365 shares 6,365 $3.52M 0.02% -46 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,979 shares; 2024Q4: 42,577 shares; 2025Q1: 93,593 shares; 2025Q2: 37,280 shares; 2025Q3: 20,372 shares; 2025Q4: 69,429 shares 69,429 $3.51M 0.02% +49,057 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,325 shares; 2025Q1: 233,750 shares; 2025Q2: 254,750 shares; 2025Q3: 256,250 shares; 2025Q4: 277,250 shares 277,250 $3.49M 0.02% +21,000 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,996 shares; 2024Q4: 48,633 shares; 2025Q1: 50,233 shares; 2025Q2: 50,427 shares; 2025Q3: 51,496 shares; 2025Q4: 56,830 shares 56,830 $3.48M 0.02% +5,334 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,162 shares; 2024Q4: 12,007 shares; 2025Q1: 12,106 shares; 2025Q2: 12,103 shares; 2025Q3: 12,159 shares; 2025Q4: 11,962 shares 11,962 $3.47M 0.02% -197 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,385 shares; 2024Q4: 83,393 shares; 2025Q1: 85,228 shares; 2025Q2: 85,322 shares; 2025Q3: 86,256 shares; 2025Q4: 91,582 shares 91,582 $3.47M 0.02% +5,326 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,168 shares; 2024Q4: 116,001 shares; 2025Q1: 105,630 shares; 2025Q2: 103,879 shares; 2025Q3: 102,899 shares; 2025Q4: 99,523 shares 99,523 $3.46M 0.02% -3,376 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,479 shares; 2024Q4: 53,580 shares; 2025Q1: 54,393 shares; 2025Q2: 53,409 shares; 2025Q3: 50,804 shares; 2025Q4: 51,476 shares 51,476 $3.45M 0.02% +672 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,789 shares; 2025Q2: 43,647 shares; 2025Q3: 45,306 shares; 2025Q4: 45,394 shares 45,394 $3.45M 0.02% +88 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,265 shares; 2024Q4: 158,730 shares; 2025Q1: 163,664 shares; 2025Q2: 157,309 shares; 2025Q3: 142,717 shares; 2025Q4: 50,898 shares 50,898 $3.42M 0.02% -91,819 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,305 shares; 2025Q3: 56,958 shares; 2025Q4: 63,400 shares 63,400 $3.4M 0.02% +6,442 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,985 shares; 2024Q4: 41,874 shares; 2025Q1: 37,074 shares; 2025Q2: 37,957 shares; 2025Q3: 39,778 shares; 2025Q4: 38,480 shares 38,480 $3.4M 0.02% -1,298 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 42,214 shares; 2025Q1: 43,346 shares; 2025Q2: 14,878 shares; 2025Q3: 14,950 shares; 2025Q4: 14,751 shares 14,751 $3.4M 0.02% -199 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,724 shares; 2024Q4: 17,706 shares; 2025Q1: 17,378 shares; 2025Q2: 16,803 shares; 2025Q3: 16,443 shares; 2025Q4: 15,974 shares 15,974 $3.39M 0.02% -469 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,005 shares; 2024Q4: 22,874 shares; 2025Q1: 23,365 shares; 2025Q2: 23,300 shares; 2025Q3: 24,015 shares; 2025Q4: 24,298 shares 24,298 $3.38M 0.02% +283 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,253 shares; 2024Q4: 200,102 shares; 2025Q1: 341,790 shares; 2025Q2: 182,258 shares; 2025Q3: 148,828 shares; 2025Q4: 92,126 shares 92,126 $3.37M 0.02% -56,702 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,638 shares; 2024Q4: 26,109 shares; 2025Q1: 27,688 shares; 2025Q2: 28,117 shares; 2025Q3: 28,073 shares; 2025Q4: 27,623 shares 27,623 $3.36M 0.02% -450 Timeline