SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,552,440 shares; 2024Q4: 5,552,330 shares; 2025Q1: 5,920,770 shares; 2025Q2: 5,352,760 shares; 2025Q3: 5,242,970 shares; 2025Q4: 4,910,340 shares 4,910,340 $524M 3.58% -332,630 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: 579,790 shares; 2024Q4: 586,668 shares; 2025Q1: 624,144 shares; 2025Q2: 624,312 shares; 2025Q3: 645,448 shares; 2025Q4: 644,891 shares 644,891 $442M 3.02% -557 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: 542,981 shares; 2024Q4: 516,586 shares; 2025Q1: 512,949 shares; 2025Q2: 555,843 shares; 2025Q3: 586,946 shares; 2025Q4: 629,974 shares 629,974 $387M 2.65% +43,028 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: 795,706 shares; 2024Q4: 808,829 shares; 2025Q1: 839,521 shares; 2025Q2: 849,857 shares; 2025Q3: 865,136 shares; 2025Q4: 792,014 shares 792,014 $386M 2.64% -73,122 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: 3,300,785 shares; 2024Q4: 3,285,277 shares; 2025Q1: 3,060,834 shares; 2025Q2: 2,997,605 shares; 2025Q3: 2,919,522 shares; 2025Q4: 2,781,940 shares 2,781,940 $339M 2.32% -137,582 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822,230 shares; 2024Q4: 3,934,360 shares; 2025Q1: 4,436,910 shares; 2025Q2: 4,879,270 shares; 2025Q3: 4,871,550 shares; 2025Q4: 5,165,300 shares 5,165,300 $293M 2.01% +293,750 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: 1,002,250 shares; 2024Q4: 988,898 shares; 2025Q1: 941,833 shares; 2025Q2: 943,197 shares; 2025Q3: 926,383 shares; 2025Q4: 1,797,171 shares 1,797,171 $259M 1.77% +870,788 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111,115 shares; 2024Q4: 1,013,656 shares; 2025Q1: 1,235,158 shares; 2025Q2: 1,125,824 shares; 2025Q3: 1,230,206 shares; 2025Q4: 1,302,280 shares 1,302,280 $249M 1.7% +72,074 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980,048 shares; 2024Q4: 2,753,845 shares; 2025Q1: 2,603,789 shares; 2025Q2: 2,432,116 shares; 2025Q3: 2,337,317 shares; 2025Q4: 2,328,126 shares 2,328,126 $242M 1.66% -9,191 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: 341,233 shares; 2024Q4: 324,519 shares; 2025Q1: 321,153 shares; 2025Q2: 317,532 shares; 2025Q3: 305,694 shares; 2025Q4: 302,908 shares 302,908 $228M 1.56% -2,786 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: 609,849 shares; 2024Q4: 590,409 shares; 2025Q1: 627,852 shares; 2025Q2: 728,969 shares; 2025Q3: 755,750 shares; 2025Q4: 811,521 shares 811,521 $221M 1.51% +55,771 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966,549 shares; 2024Q4: 1,847,477 shares; 2025Q1: 1,786,676 shares; 2025Q2: 1,729,204 shares; 2025Q3: 1,663,610 shares; 2025Q4: 1,611,297 shares 1,611,297 $208M 1.42% -52,313 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: 925,748 shares; 2024Q4: 865,664 shares; 2025Q1: 873,199 shares; 2025Q2: 1,002,120 shares; 2025Q3: 1,027,730 shares; 2025Q4: 1,106,230 shares 1,106,230 $206M 1.41% +78,500 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: 236,488 shares; 2024Q4: 230,548 shares; 2025Q1: 247,299 shares; 2025Q2: 267,288 shares; 2025Q3: 276,747 shares; 2025Q4: 289,891 shares 289,891 $198M 1.35% +13,144 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: 230,714 shares; 2024Q4: 233,305 shares; 2025Q1: 248,634 shares; 2025Q2: 265,574 shares; 2025Q3: 283,600 shares; 2025Q4: 302,489 shares 302,489 $190M 1.3% +18,889 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: 405,130 shares; 2024Q4: 436,800 shares; 2025Q1: 471,699 shares; 2025Q2: 540,314 shares; 2025Q3: 591,181 shares; 2025Q4: 641,585 shares 641,585 $148M 1.01% +50,404 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: 193,294 shares; 2024Q4: 195,491 shares; 2025Q1: 214,791 shares; 2025Q2: 236,879 shares; 2025Q3: 250,603 shares; 2025Q4: 275,394 shares 275,394 $133M 0.91% +24,791 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: 296,694 shares; 2024Q4: 302,850 shares; 2025Q1: 337,573 shares; 2025Q2: 360,398 shares; 2025Q3: 380,876 shares; 2025Q4: 393,707 shares 393,707 $132M 0.9% +12,831 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: 1,347,184 shares; 2024Q4: 1,438,046 shares; 2025Q1: 1,337,771 shares; 2025Q2: 1,336,548 shares; 2025Q3: 1,402,394 shares; 2025Q4: 1,448,044 shares 1,448,044 $130M 0.89% +45,650 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: 908,454 shares; 2024Q4: 969,230 shares; 2025Q1: 966,624 shares; 2025Q2: 1,024,838 shares; 2025Q3: 1,186,510 shares; 2025Q4: 1,455,853 shares 1,455,853 $122M 0.83% +269,343 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,393 shares; 2024Q4: 362,609 shares; 2025Q1: 1,241,130 shares; 2025Q2: 1,427,240 shares; 2025Q3: 1,604,410 shares; 2025Q4: 1,976,400 shares 1,976,400 $120M 0.82% +371,990 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894,028 shares; 2024Q4: 2,730,272 shares; 2025Q1: 2,329,262 shares; 2025Q2: 2,292,932 shares; 2025Q3: 2,364,463 shares; 2025Q4: 2,585,420 shares 2,585,420 $115M 0.78% +220,957 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: 464,595 shares; 2024Q4: 479,799 shares; 2025Q1: 569,139 shares; 2025Q2: 633,262 shares; 2025Q3: 690,747 shares; 2025Q4: 1,922,556 shares 1,922,556 $112M 0.76% +1,231,809 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: 44,836 shares; 2024Q4: 46,263 shares; 2025Q1: 51,825 shares; 2025Q2: 45,678 shares; 2025Q3: 51,816 shares; 2025Q4: 1,853,767 shares 1,853,767 $106M 0.73% +1,801,951 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: 320,975 shares; 2024Q4: 318,211 shares; 2025Q1: 320,505 shares; 2025Q2: 328,031 shares; 2025Q3: 335,674 shares; 2025Q4: 319,892 shares 319,892 $101M 0.69% -15,782 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: 151,914 shares; 2024Q4: 153,974 shares; 2025Q1: 164,094 shares; 2025Q2: 181,078 shares; 2025Q3: 191,370 shares; 2025Q4: 200,252 shares 200,252 $101M 0.69% +8,882 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: 306,899 shares; 2024Q4: 323,299 shares; 2025Q1: 316,949 shares; 2025Q2: 353,069 shares; 2025Q3: 371,216 shares; 2025Q4: 387,308 shares 387,308 $99.9M 0.68% +16,092 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,120 shares; 2024Q4: 1,087,680 shares; 2025Q1: 1,241,670 shares; 2025Q2: 1,320,290 shares; 2025Q3: 1,315,640 shares; 2025Q4: 1,309,600 shares 1,309,600 $98.3M 0.67% -6,040 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: 270,116 shares; 2024Q4: 281,926 shares; 2025Q1: 306,408 shares; 2025Q2: 321,485 shares; 2025Q3: 337,172 shares; 2025Q4: 338,421 shares 338,421 $98.2M 0.67% +1,249 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: 148,959 shares; 2024Q4: 204,593 shares; 2025Q1: 242,399 shares; 2025Q2: 268,380 shares; 2025Q3: 277,194 shares; 2025Q4: 301,831 shares 301,831 $94.7M 0.65% +24,637 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: 938,566 shares; 2024Q4: 926,838 shares; 2025Q1: 964,704 shares; 2025Q2: 1,018,270 shares; 2025Q3: 1,260,330 shares; 2025Q4: 1,358,890 shares 1,358,890 $94.4M 0.65% +98,560 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: 483,822 shares; 2024Q4: 506,491 shares; 2025Q1: 532,212 shares; 2025Q2: 590,407 shares; 2025Q3: 620,954 shares; 2025Q4: 653,253 shares 653,253 $93.8M 0.64% +32,299 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: 448,782 shares; 2024Q4: 457,908 shares; 2025Q1: 444,989 shares; 2025Q2: 476,950 shares; 2025Q3: 470,753 shares; 2025Q4: 458,517 shares 458,517 $91.1M 0.62% -12,236 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: 223,356 shares; 2024Q4: 214,290 shares; 2025Q1: 230,235 shares; 2025Q2: 260,444 shares; 2025Q3: 273,867 shares; 2025Q4: 288,195 shares 288,195 $90.2M 0.62% +14,328 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129,077 shares; 2024Q4: 1,186,315 shares; 2025Q1: 1,163,540 shares; 2025Q2: 1,244,055 shares; 2025Q3: 1,253,915 shares; 2025Q4: 1,344,695 shares 1,344,695 $88.7M 0.61% +90,780 Timeline VONV 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: 768,601 shares; 2024Q4: 768,375 shares; 2025Q1: 820,802 shares; 2025Q2: 841,133 shares; 2025Q3: 862,843 shares; 2025Q4: 869,949 shares 869,949 $80.3M 0.55% +7,106 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,188 shares; 2024Q4: 213,069 shares; 2025Q1: 245,549 shares; 2025Q2: 272,197 shares; 2025Q3: 291,295 shares; 2025Q4: 302,405 shares 302,405 $76.5M 0.52% +11,110 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: 407,619 shares; 2024Q4: 390,861 shares; 2025Q1: 402,213 shares; 2025Q2: 331,949 shares; 2025Q3: 352,081 shares; 2025Q4: 362,438 shares 362,438 $76.2M 0.52% +10,357 Timeline JMOM 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: 808,846 shares; 2024Q4: 900,983 shares; 2025Q1: 841,088 shares; 2025Q2: 922,833 shares; 2025Q3: 996,581 shares; 2025Q4: 1,109,250 shares 1,109,250 $75.6M 0.52% +112,669 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: 65,142 shares; 2024Q4: 77,127 shares; 2025Q1: 80,981 shares; 2025Q2: 92,865 shares; 2025Q3: 98,406 shares; 2025Q4: 114,274 shares 114,274 $75.4M 0.52% +15,868 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610,032 shares; 2024Q4: 553,318 shares; 2025Q1: 507,835 shares; 2025Q2: 509,448 shares; 2025Q3: 515,677 shares; 2025Q4: 540,043 shares 540,043 $74M 0.51% +24,366 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: 660,178 shares; 2024Q4: 673,801 shares; 2025Q1: 725,811 shares; 2025Q2: 758,450 shares; 2025Q3: 785,267 shares; 2025Q4: 809,551 shares 809,551 $72.4M 0.49% +24,284 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: 145,257 shares; 2024Q4: 152,051 shares; 2025Q1: 156,143 shares; 2025Q2: 155,069 shares; 2025Q3: 171,243 shares; 2025Q4: 180,522 shares 180,522 $71.5M 0.49% +9,279 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,522 shares; 2024Q4: 559,372 shares; 2025Q1: 667,368 shares; 2025Q2: 643,513 shares; 2025Q3: 735,355 shares; 2025Q4: 815,693 shares 815,693 $69.6M 0.48% +80,338 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,214 shares; 2024Q4: 82,544 shares; 2025Q1: 308,960 shares; 2025Q2: 339,658 shares; 2025Q3: 436,917 shares; 2025Q4: 580,152 shares 580,152 $69.2M 0.47% +143,235 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: 576,762 shares; 2024Q4: 542,520 shares; 2025Q1: 488,333 shares; 2025Q2: 503,509 shares; 2025Q3: 528,460 shares; 2025Q4: 564,366 shares 564,366 $67.8M 0.46% +35,906 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: 177,867 shares; 2024Q4: 177,118 shares; 2025Q1: 189,140 shares; 2025Q2: 202,586 shares; 2025Q3: 205,734 shares; 2025Q4: 209,630 shares 209,630 $67.5M 0.46% +3,896 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: 378,391 shares; 2024Q4: 309,489 shares; 2025Q1: 311,116 shares; 2025Q2: 307,950 shares; 2025Q3: 329,913 shares; 2025Q4: 350,466 shares 350,466 $67.1M 0.46% +20,553 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: 202,775 shares; 2024Q4: 205,964 shares; 2025Q1: 238,394 shares; 2025Q2: 254,330 shares; 2025Q3: 253,692 shares; 2025Q4: 295,029 shares 295,029 $62.6M 0.43% +41,337 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: 169,371 shares; 2024Q4: 199,038 shares; 2025Q1: 284,195 shares; 2025Q2: 545,634 shares; 2025Q3: 816,767 shares; 2025Q4: 1,426,110 shares 1,426,110 $62.2M 0.43% +609,343 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: 129,463 shares; 2024Q4: 118,186 shares; 2025Q1: 129,949 shares; 2025Q2: 131,461 shares; 2025Q3: 134,528 shares; 2025Q4: 137,911 shares 137,911 $62M 0.42% +3,383 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: 230,574 shares; 2024Q4: 229,878 shares; 2025Q1: 244,533 shares; 2025Q2: 265,569 shares; 2025Q3: 288,689 shares; 2025Q4: 274,489 shares 274,489 $60.3M 0.41% -14,200 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: 474,191 shares; 2024Q4: 528,696 shares; 2025Q1: 590,988 shares; 2025Q2: 632,981 shares; 2025Q3: 689,833 shares; 2025Q4: 738,586 shares 738,586 $60M 0.41% +48,753 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,151 shares; 2024Q4: 471,494 shares; 2025Q1: 470,228 shares; 2025Q2: 445,974 shares; 2025Q3: 408,017 shares; 2025Q4: 408,910 shares 408,910 $57.7M 0.39% +893 Timeline ILCV ISHARES 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: 941,105 shares; 2024Q4: 924,013 shares; 2025Q1: 879,360 shares; 2025Q2: 904,531 shares; 2025Q3: 728,634 shares; 2025Q4: 610,386 shares 610,386 $57.6M 0.39% -118,248 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945,120 shares; 2024Q4: 2,808,080 shares; 2025Q1: 2,449,210 shares; 2025Q2: 2,307,310 shares; 2025Q3: 2,263,760 shares; 2025Q4: 2,205,330 shares 2,205,330 $56.8M 0.39% -58,430 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,984 shares; 2024Q4: 913,714 shares; 2025Q1: 854,140 shares; 2025Q2: 985,350 shares; 2025Q3: 1,080,240 shares; 2025Q4: 1,212,590 shares 1,212,590 $56.8M 0.39% +132,350 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: 237,384 shares; 2024Q4: 220,225 shares; 2025Q1: 193,693 shares; 2025Q2: 163,607 shares; 2025Q3: 114,518 shares; 2025Q4: 117,015 shares 117,015 $55.4M 0.38% +2,497 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: 136,416 shares; 2024Q4: 138,279 shares; 2025Q1: 145,609 shares; 2025Q2: 144,119 shares; 2025Q3: 145,981 shares; 2025Q4: 147,605 shares 147,605 $55.1M 0.38% +1,624 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: 492,618 shares; 2024Q4: 502,678 shares; 2025Q1: 574,899 shares; 2025Q2: 642,031 shares; 2025Q3: 686,324 shares; 2025Q4: 724,252 shares 724,252 $54.6M 0.37% +37,928 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: 737,593 shares; 2024Q4: 765,332 shares; 2025Q1: 763,521 shares; 2025Q2: 908,275 shares; 2025Q3: 934,652 shares; 2025Q4: 989,650 shares 989,650 $53.2M 0.36% +54,998 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: 161,897 shares; 2024Q4: 159,979 shares; 2025Q1: 186,963 shares; 2025Q2: 180,588 shares; 2025Q3: 182,162 shares; 2025Q4: 186,801 shares 186,801 $52.1M 0.36% +4,639 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: 747,161 shares; 2024Q4: 785,272 shares; 2025Q1: 963,177 shares; 2025Q2: 1,013,750 shares; 2025Q3: 1,102,660 shares; 2025Q4: 1,135,280 shares 1,135,280 $51.6M 0.35% +32,620 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: 485,097 shares; 2024Q4: 566,159 shares; 2025Q1: 588,640 shares; 2025Q2: 679,727 shares; 2025Q3: 665,745 shares; 2025Q4: 678,524 shares 678,524 $50.3M 0.34% +12,779 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: 480,169 shares; 2024Q4: 430,054 shares; 2025Q1: 396,742 shares; 2025Q2: 403,906 shares; 2025Q3: 411,311 shares; 2025Q4: 498,197 shares 498,197 $49.8M 0.34% +86,886 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,468 shares; 2024Q4: 79,562 shares; 2025Q1: 85,407 shares; 2025Q2: 92,247 shares; 2025Q3: 104,194 shares; 2025Q4: 108,934 shares 108,934 $48.4M 0.33% +4,740 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,023 shares; 2024Q4: 325,488 shares; 2025Q1: 363,649 shares; 2025Q2: 406,057 shares; 2025Q3: 424,529 shares; 2025Q4: 451,925 shares 451,925 $48.4M 0.33% +27,396 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: 350,067 shares; 2024Q4: 382,694 shares; 2025Q1: 270,921 shares; 2025Q2: 287,182 shares; 2025Q3: 283,035 shares; 2025Q4: 266,450 shares 266,450 $47.3M 0.32% -16,585 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,994 shares; 2024Q4: 349,809 shares; 2025Q1: 455,954 shares; 2025Q2: 474,264 shares; 2025Q3: 535,348 shares; 2025Q4: 583,941 shares 583,941 $46.8M 0.32% +48,593 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: 249,530 shares; 2024Q4: 264,891 shares; 2025Q1: 247,461 shares; 2025Q2: 251,899 shares; 2025Q3: 267,146 shares; 2025Q4: 276,433 shares 276,433 $46.4M 0.32% +9,287 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,109 shares; 2024Q4: 506,424 shares; 2025Q1: 448,019 shares; 2025Q2: 478,945 shares; 2025Q3: 492,196 shares; 2025Q4: 506,609 shares 506,609 $45.6M 0.31% +14,413 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: 605,942 shares; 2024Q4: 751,711 shares; 2025Q1: 767,535 shares; 2025Q2: 861,371 shares; 2025Q3: 940,625 shares; 2025Q4: 957,742 shares 957,742 $44.9M 0.31% +17,117 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,333 shares; 2024Q4: 287,016 shares; 2025Q1: 556,503 shares; 2025Q2: 677,132 shares; 2025Q3: 743,909 shares; 2025Q4: 848,119 shares 848,119 $44.8M 0.31% +104,210 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,331 shares; 2024Q4: 520,654 shares; 2025Q1: 526,539 shares; 2025Q2: 547,471 shares; 2025Q3: 573,382 shares; 2025Q4: 586,244 shares 586,244 $43.5M 0.3% +12,862 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,040 shares; 2024Q4: 1,071,510 shares; 2025Q1: 1,077,520 shares; 2025Q2: 1,092,250 shares; 2025Q3: 1,087,020 shares; 2025Q4: 1,094,430 shares 1,094,430 $43.3M 0.3% +7,410 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358,700 shares; 2025Q2: 948,919 shares; 2025Q3: 956,887 shares; 2025Q4: 1,029,490 shares 1,029,490 $42.9M 0.29% +72,603 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: 65,266 shares; 2024Q4: 66,496 shares; 2025Q1: 78,742 shares; 2025Q2: 98,622 shares; 2025Q3: 103,481 shares; 2025Q4: 121,594 shares 121,594 $42.1M 0.29% +18,113 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: 204,526 shares; 2024Q4: 205,987 shares; 2025Q1: 183,902 shares; 2025Q2: 188,102 shares; 2025Q3: 210,170 shares; 2025Q4: 193,127 shares 193,127 $40.9M 0.28% -17,043 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,600 shares; 2024Q4: 250,596 shares; 2025Q1: 275,761 shares; 2025Q2: 304,221 shares; 2025Q3: 312,111 shares; 2025Q4: 352,645 shares 352,645 $40.4M 0.28% +40,534 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: 529,972 shares; 2024Q4: 589,210 shares; 2025Q1: 583,864 shares; 2025Q2: 580,693 shares; 2025Q3: 651,912 shares; 2025Q4: 732,102 shares 732,102 $40.1M 0.27% +80,190 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: 353,885 shares; 2024Q4: 342,720 shares; 2025Q1: 380,396 shares; 2025Q2: 468,327 shares; 2025Q3: 529,908 shares; 2025Q4: 572,352 shares 572,352 $38.5M 0.26% +42,444 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,965 shares; 2024Q4: 652,294 shares; 2025Q1: 621,220 shares; 2025Q2: 639,987 shares; 2025Q3: 583,317 shares; 2025Q4: 536,365 shares 536,365 $38.3M 0.26% -46,952 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: 347,680 shares; 2024Q4: 420,013 shares; 2025Q1: 421,803 shares; 2025Q2: 457,708 shares; 2025Q3: 471,215 shares; 2025Q4: 397,387 shares 397,387 $38.2M 0.26% -73,828 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: 127,739 shares; 2024Q4: 108,367 shares; 2025Q1: 103,418 shares; 2025Q2: 113,837 shares; 2025Q3: 119,244 shares; 2025Q4: 154,489 shares 154,489 $38M 0.26% +35,245 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: 15,591 shares; 2024Q4: 26,226 shares; 2025Q1: 26,963 shares; 2025Q2: 30,056 shares; 2025Q3: 30,001 shares; 2025Q4: 35,192 shares 35,192 $37.8M 0.26% +5,191 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,130 shares; 2024Q4: 994,484 shares; 2025Q1: 1,106,860 shares; 2025Q2: 1,251,220 shares; 2025Q3: 1,204,440 shares; 2025Q4: 1,278,390 shares 1,278,390 $36.9M 0.25% +73,950 Timeline MLRG ISHARES 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: 436,934 shares; 2024Q4: 393,698 shares; 2025Q1: 384,014 shares; 2025Q2: 384,122 shares; 2025Q3: 382,991 shares; 2025Q4: 383,286 shares 383,286 $36.2M 0.25% +295 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,992 shares; 2024Q4: 187,688 shares; 2025Q1: 213,977 shares; 2025Q2: 236,539 shares; 2025Q3: 270,991 shares; 2025Q4: 327,646 shares 327,646 $36.1M 0.25% +56,655 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365,046 shares; 2025Q2: 476,065 shares; 2025Q3: 562,832 shares; 2025Q4: 647,478 shares 647,478 $36M 0.25% +84,646 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736,326 shares; 2024Q4: 822,219 shares; 2025Q1: 856,631 shares; 2025Q2: 954,862 shares; 2025Q3: 1,076,650 shares; 2025Q4: 1,196,060 shares 1,196,060 $35.8M 0.24% +119,410 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,535 shares; 2024Q4: 551,877 shares; 2025Q1: 574,322 shares; 2025Q2: 693,951 shares; 2025Q3: 680,954 shares; 2025Q4: 693,873 shares 693,873 $35M 0.24% +12,919 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: 317,162 shares; 2024Q4: 341,006 shares; 2025Q1: 388,959 shares; 2025Q2: 414,793 shares; 2025Q3: 461,792 shares; 2025Q4: 499,151 shares 499,151 $34.7M 0.24% +37,359 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,799 shares; 2024Q4: 556,474 shares; 2025Q1: 727,622 shares; 2025Q2: 830,227 shares; 2025Q3: 954,554 shares; 2025Q4: 1,003,850 shares 1,003,850 $34.4M 0.24% +49,296 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,075 shares; 2024Q4: 27,021 shares; 2025Q1: 31,631 shares; 2025Q2: 35,392 shares; 2025Q3: 39,428 shares; 2025Q4: 39,663 shares 39,663 $34.2M 0.23% +235 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: 276,277 shares; 2024Q4: 160,175 shares; 2025Q1: 224,328 shares; 2025Q2: 176,037 shares; 2025Q3: 216,582 shares; 2025Q4: 275,616 shares 275,616 $34M 0.23% +59,034 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,153 shares; 2024Q4: 442,095 shares; 2025Q1: 322,665 shares; 2025Q2: 189,254 shares; 2025Q3: 222,121 shares; 2025Q4: 222,668 shares 222,668 $33.1M 0.23% +547 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: 930,989 shares; 2024Q4: 826,678 shares; 2025Q1: 806,343 shares; 2025Q2: 714,814 shares; 2025Q3: 608,361 shares; 2025Q4: 547,417 shares 547,417 $32.9M 0.23% -60,944 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: 581,784 shares; 2024Q4: 1,135,410 shares; 2025Q1: 241,297 shares; 2025Q2: 357,679 shares; 2025Q3: 389,573 shares; 2025Q4: 359,743 shares 359,743 $32.9M 0.22% -29,830 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: 104,780 shares; 2024Q4: 93,953 shares; 2025Q1: 372,620 shares; 2025Q2: 414,144 shares; 2025Q3: 489,969 shares; 2025Q4: 515,306 shares 515,306 $32.6M 0.22% +25,337 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,944 shares; 2024Q4: 336,715 shares; 2025Q1: 353,171 shares; 2025Q2: 366,353 shares; 2025Q3: 380,524 shares; 2025Q4: 390,259 shares 390,259 $32.2M 0.22% +9,735 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,019 shares; 2024Q4: 276,821 shares; 2025Q1: 230,598 shares; 2025Q2: 307,958 shares; 2025Q3: 320,243 shares; 2025Q4: 336,616 shares 336,616 $31.7M 0.22% +16,373 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537,950 shares; 2024Q4: 797,935 shares; 2025Q1: 603,403 shares; 2025Q2: 609,786 shares; 2025Q3: 595,572 shares; 2025Q4: 624,863 shares 624,863 $31.6M 0.22% +29,291 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: 469,779 shares; 2024Q4: 1,482,320 shares; 2025Q1: 1,729,280 shares; 2025Q2: 1,901,560 shares; 2025Q3: 1,543,250 shares; 2025Q4: 1,139,550 shares 1,139,550 $31.3M 0.21% -403,700 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: 755,595 shares; 2024Q4: 760,357 shares; 2025Q1: 725,772 shares; 2025Q2: 734,389 shares; 2025Q3: 708,390 shares; 2025Q4: 661,057 shares 661,057 $31M 0.21% -47,333 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,467 shares; 2024Q4: 741,856 shares; 2025Q1: 761,640 shares; 2025Q2: 637,569 shares; 2025Q3: 675,396 shares; 2025Q4: 698,274 shares 698,274 $30.8M 0.21% +22,878 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: 26,231 shares; 2024Q4: 27,205 shares; 2025Q1: 248,055 shares; 2025Q2: 241,020 shares; 2025Q3: 249,503 shares; 2025Q4: 290,897 shares 290,897 $30.7M 0.21% +41,394 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: 39,831 shares; 2024Q4: 73,778 shares; 2025Q1: 174,520 shares; 2025Q2: 453,874 shares; 2025Q3: 606,189 shares; 2025Q4: 687,647 shares 687,647 $30.6M 0.21% +81,458 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,350 shares; 2024Q4: 415,752 shares; 2025Q1: 481,259 shares; 2025Q2: 515,423 shares; 2025Q3: 483,731 shares; 2025Q4: 525,998 shares 525,998 $30.5M 0.21% +42,267 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,767 shares; 2024Q4: 98,676 shares; 2025Q1: 126,123 shares; 2025Q2: 136,771 shares; 2025Q3: 146,609 shares; 2025Q4: 152,043 shares 152,043 $30.4M 0.21% +5,434 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,126 shares; 2024Q4: 345,791 shares; 2025Q1: 417,642 shares; 2025Q2: 450,209 shares; 2025Q3: 526,329 shares; 2025Q4: 596,720 shares 596,720 $29.8M 0.2% +70,391 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: 158,076 shares; 2024Q4: 139,989 shares; 2025Q1: 131,252 shares; 2025Q2: 149,352 shares; 2025Q3: 155,472 shares; 2025Q4: 162,528 shares 162,528 $28.9M 0.2% +7,056 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,220 shares; 2024Q4: 294,010 shares; 2025Q1: 311,127 shares; 2025Q2: 327,205 shares; 2025Q3: 324,530 shares; 2025Q4: 317,208 shares 317,208 $28.9M 0.2% -7,322 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: 200,519 shares; 2024Q4: 145,845 shares; 2025Q1: 147,576 shares; 2025Q2: 167,834 shares; 2025Q3: 226,875 shares; 2025Q4: 185,665 shares 185,665 $28.7M 0.2% -41,210 Timeline IMCV ISHARES 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: 404,177 shares; 2024Q4: 453,205 shares; 2025Q1: 396,704 shares; 2025Q2: 390,168 shares; 2025Q3: 339,328 shares; 2025Q4: 330,847 shares 330,847 $27.2M 0.19% -8,481 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: 173,184 shares; 2024Q4: 187,366 shares; 2025Q1: 206,136 shares; 2025Q2: 235,674 shares; 2025Q3: 249,360 shares; 2025Q4: 616,604 shares 616,604 $26.3M 0.18% +367,244 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: 16,409 shares; 2024Q4: 19,971 shares; 2025Q1: 22,174 shares; 2025Q2: 26,233 shares; 2025Q3: 27,757 shares; 2025Q4: 29,804 shares 29,804 $26.2M 0.18% +2,047 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: 294,000 shares; 2024Q4: 300,753 shares; 2025Q1: 323,716 shares; 2025Q2: 370,871 shares; 2025Q3: 418,287 shares; 2025Q4: 410,362 shares 410,362 $25.6M 0.18% -7,925 Timeline VGK 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: 289,586 shares; 2024Q4: 289,983 shares; 2025Q1: 299,896 shares; 2025Q2: 303,880 shares; 2025Q3: 303,105 shares; 2025Q4: 303,462 shares 303,462 $25.4M 0.17% +357 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: 145,211 shares; 2024Q4: 153,991 shares; 2025Q1: 175,424 shares; 2025Q2: 211,221 shares; 2025Q3: 225,200 shares; 2025Q4: 227,569 shares 227,569 $25.4M 0.17% +2,369 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,445 shares; 2024Q4: 291,485 shares; 2025Q1: 290,591 shares; 2025Q2: 323,016 shares; 2025Q3: 296,490 shares; 2025Q4: 296,276 shares 296,276 $25.1M 0.17% -214 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 111,316 shares; 2025Q2: 127,910 shares; 2025Q3: 164,670 shares; 2025Q4: 188,842 shares 188,842 $25.1M 0.17% +24,172 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,661 shares; 2024Q4: 203,108 shares; 2025Q1: 216,519 shares; 2025Q2: 225,572 shares; 2025Q3: 244,533 shares; 2025Q4: 254,896 shares 254,896 $24.5M 0.17% +10,363 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: 54,468 shares; 2024Q4: 38,812 shares; 2025Q1: 44,093 shares; 2025Q2: 49,361 shares; 2025Q3: 62,203 shares; 2025Q4: 67,795 shares 67,795 $24.4M 0.17% +5,592 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,072 shares; 2024Q4: 183,581 shares; 2025Q1: 193,940 shares; 2025Q2: 196,419 shares; 2025Q3: 210,581 shares; 2025Q4: 231,021 shares 231,021 $23.7M 0.16% +20,440 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: 62,352 shares; 2024Q4: 63,640 shares; 2025Q1: 68,090 shares; 2025Q2: 74,507 shares; 2025Q3: 79,256 shares; 2025Q4: 67,034 shares 67,034 $23.5M 0.16% -12,222 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,629 shares; 2024Q4: 671,311 shares; 2025Q1: 698,984 shares; 2025Q2: 771,981 shares; 2025Q3: 857,979 shares; 2025Q4: 1,005,270 shares 1,005,270 $23.1M 0.16% +147,291 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: 96,140 shares; 2024Q4: 96,687 shares; 2025Q1: 97,635 shares; 2025Q2: 97,009 shares; 2025Q3: 102,662 shares; 2025Q4: 107,799 shares 107,799 $23.1M 0.16% +5,137 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: 75,947 shares; 2024Q4: 76,688 shares; 2025Q1: 82,454 shares; 2025Q2: 86,517 shares; 2025Q3: 92,107 shares; 2025Q4: 105,618 shares 105,618 $22.9M 0.16% +13,511 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: 253,183 shares; 2024Q4: 336,502 shares; 2025Q1: 439,333 shares; 2025Q2: 508,235 shares; 2025Q3: 510,192 shares; 2025Q4: 561,529 shares 561,529 $21.5M 0.15% +51,337 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,940 shares; 2024Q4: 438,721 shares; 2025Q1: 430,677 shares; 2025Q2: 379,065 shares; 2025Q3: 432,297 shares; 2025Q4: 564,497 shares 564,497 $21.1M 0.14% +132,200 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: 125,140 shares; 2024Q4: 179,883 shares; 2025Q1: 377,051 shares; 2025Q2: 449,160 shares; 2025Q3: 525,782 shares; 2025Q4: 570,221 shares 570,221 $21M 0.14% +44,439 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: 109,184 shares; 2024Q4: 482,027 shares; 2025Q1: 658,589 shares; 2025Q2: 601,834 shares; 2025Q3: 542,009 shares; 2025Q4: 638,994 shares 638,994 $20.8M 0.14% +96,985 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: 23,958 shares; 2024Q4: 25,361 shares; 2025Q1: 28,562 shares; 2025Q2: 37,354 shares; 2025Q3: 71,535 shares; 2025Q4: 96,826 shares 96,826 $20.8M 0.14% +25,291 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,008 shares; 2024Q4: 88,458 shares; 2025Q1: 113,456 shares; 2025Q2: 121,320 shares; 2025Q3: 140,122 shares; 2025Q4: 148,320 shares 148,320 $20.5M 0.14% +8,198 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,975 shares; 2024Q4: 214,305 shares; 2025Q1: 321,459 shares; 2025Q2: 405,423 shares; 2025Q3: 462,318 shares; 2025Q4: 405,509 shares 405,509 $20.5M 0.14% -56,809 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,798 shares; 2024Q4: 231,005 shares; 2025Q1: 296,854 shares; 2025Q2: 290,218 shares; 2025Q3: 653,759 shares; 2025Q4: 697,947 shares 697,947 $20.4M 0.14% +44,188 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: 257,562 shares; 2024Q4: 275,106 shares; 2025Q1: 289,658 shares; 2025Q2: 310,008 shares; 2025Q3: 325,254 shares; 2025Q4: 342,356 shares 342,356 $20.4M 0.14% +17,102 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,868 shares; 2024Q4: 130,346 shares; 2025Q1: 145,535 shares; 2025Q2: 138,773 shares; 2025Q3: 168,459 shares; 2025Q4: 204,989 shares 204,989 $20.2M 0.14% +36,530 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: 103,924 shares; 2024Q4: 107,320 shares; 2025Q1: 135,572 shares; 2025Q2: 176,467 shares; 2025Q3: 181,916 shares; 2025Q4: 208,824 shares 208,824 $20.1M 0.14% +26,908 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: 21,470 shares; 2024Q4: 23,227 shares; 2025Q1: 26,772 shares; 2025Q2: 31,095 shares; 2025Q3: 33,613 shares; 2025Q4: 34,913 shares 34,913 $19.9M 0.14% +1,300 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: 132,590 shares; 2024Q4: 181,510 shares; 2025Q1: 280,592 shares; 2025Q2: 262,464 shares; 2025Q3: 332,868 shares; 2025Q4: 332,338 shares 332,338 $19.7M 0.13% -530 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: 174,325 shares; 2024Q4: 183,824 shares; 2025Q1: 132,929 shares; 2025Q2: 109,815 shares; 2025Q3: 139,608 shares; 2025Q4: 126,067 shares 126,067 $19.6M 0.13% -13,541 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: 14,711 shares; 2024Q4: 18,778 shares; 2025Q1: 20,899 shares; 2025Q2: 23,145 shares; 2025Q3: 26,634 shares; 2025Q4: 29,654 shares 29,654 $19.4M 0.13% +3,020 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: 93,422 shares; 2024Q4: 139,976 shares; 2025Q1: 221,820 shares; 2025Q2: 148,752 shares; 2025Q3: 183,508 shares; 2025Q4: 198,522 shares 198,522 $19.2M 0.13% +15,014 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: 383,640 shares; 2024Q4: 389,829 shares; 2025Q1: 190,837 shares; 2025Q2: 175,389 shares; 2025Q3: 175,676 shares; 2025Q4: 202,099 shares 202,099 $19M 0.13% +26,423 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: 3,345 shares; 2024Q4: 14,500 shares; 2025Q1: 16,081 shares; 2025Q2: 16,968 shares; 2025Q3: 17,708 shares; 2025Q4: 17,534 shares 17,534 $18.8M 0.13% -174 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: 90,227 shares; 2024Q4: 100,591 shares; 2025Q1: 108,146 shares; 2025Q2: 116,784 shares; 2025Q3: 125,712 shares; 2025Q4: 134,020 shares 134,020 $18.7M 0.13% +8,308 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: 27,572 shares; 2024Q4: 30,600 shares; 2025Q1: 25,548 shares; 2025Q2: 25,368 shares; 2025Q3: 28,101 shares; 2025Q4: 38,102 shares 38,102 $18.3M 0.13% +10,001 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,345 shares; 2024Q4: 37,500 shares; 2025Q1: 49,831 shares; 2025Q2: 67,742 shares; 2025Q3: 103,225 shares; 2025Q4: 116,248 shares 116,248 $18.2M 0.12% +13,023 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: 55,280 shares; 2024Q4: 61,882 shares; 2025Q1: 63,495 shares; 2025Q2: 62,749 shares; 2025Q3: 65,006 shares; 2025Q4: 79,119 shares 79,119 $18.1M 0.12% +14,113 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: 5,929 shares; 2024Q4: 5,978 shares; 2025Q1: 22,228 shares; 2025Q2: 30,715 shares; 2025Q3: 51,238 shares; 2025Q4: 52,391 shares 52,391 $18M 0.12% +1,153 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: 39,723 shares; 2024Q4: 42,907 shares; 2025Q1: 47,005 shares; 2025Q2: 49,835 shares; 2025Q3: 58,176 shares; 2025Q4: 60,374 shares 60,374 $17.9M 0.12% +2,198 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,883 shares; 2024Q4: 153,991 shares; 2025Q1: 56,785 shares; 2025Q2: 55,325 shares; 2025Q3: 57,595 shares; 2025Q4: 63,752 shares 63,752 $17.7M 0.12% +6,157 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,012 shares; 2024Q4: 160,298 shares; 2025Q1: 127,818 shares; 2025Q2: 140,554 shares; 2025Q3: 147,911 shares; 2025Q4: 153,539 shares 153,539 $17.6M 0.12% +5,628 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: 7,688 shares; 2024Q4: 8,494 shares; 2025Q1: 10,845 shares; 2025Q2: 14,316 shares; 2025Q3: 16,524 shares; 2025Q4: 186,738 shares 186,738 $17.5M 0.12% +170,214 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,096 shares; 2024Q4: 109,682 shares; 2025Q1: 252,779 shares; 2025Q2: 102,991 shares; 2025Q3: 103,084 shares; 2025Q4: 102,214 shares 102,214 $17.4M 0.12% -870 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,406 shares; 2024Q4: 176,937 shares; 2025Q1: 277,709 shares; 2025Q2: 305,744 shares; 2025Q3: 327,060 shares; 2025Q4: 351,024 shares 351,024 $17.4M 0.12% +23,964 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: 34,561 shares; 2024Q4: 39,457 shares; 2025Q1: 43,594 shares; 2025Q2: 45,275 shares; 2025Q3: 46,032 shares; 2025Q4: 50,078 shares 50,078 $17.2M 0.12% +4,046 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: 85,654 shares; 2024Q4: 83,664 shares; 2025Q1: 119,632 shares; 2025Q2: 194,198 shares; 2025Q3: 245,421 shares; 2025Q4: 265,294 shares 265,294 $17.1M 0.12% +19,873 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: 61,348 shares; 2024Q4: 58,372 shares; 2025Q1: 61,293 shares; 2025Q2: 73,272 shares; 2025Q3: 77,512 shares; 2025Q4: 82,171 shares 82,171 $17M 0.12% +4,659 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,251 shares; 2024Q4: 283,183 shares; 2025Q1: 291,855 shares; 2025Q2: 313,007 shares; 2025Q3: 353,325 shares; 2025Q4: 716,517 shares 716,517 $17M 0.12% +363,192 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: 79,325 shares; 2024Q4: 91,158 shares; 2025Q1: 89,487 shares; 2025Q2: 118,961 shares; 2025Q3: 122,143 shares; 2025Q4: 140,180 shares 140,180 $16.9M 0.12% +18,037 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,415 shares; 2024Q4: 13,433 shares; 2025Q1: 79,277 shares; 2025Q2: 122,174 shares; 2025Q3: 163,224 shares; 2025Q4: 164,012 shares 164,012 $16.7M 0.11% +788 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,150 shares; 2024Q4: 140,056 shares; 2025Q1: 195,130 shares; 2025Q2: 204,815 shares; 2025Q3: 214,504 shares; 2025Q4: 208,688 shares 208,688 $16.7M 0.11% -5,816 Timeline IOO ISHARES 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: 94,806 shares; 2024Q4: 115,922 shares; 2025Q1: 128,923 shares; 2025Q2: 117,856 shares; 2025Q3: 128,100 shares; 2025Q4: 130,723 shares 130,723 $16.6M 0.11% +2,623 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: 26,522 shares; 2024Q4: 35,662 shares; 2025Q1: 41,627 shares; 2025Q2: 76,977 shares; 2025Q3: 87,285 shares; 2025Q4: 88,630 shares 88,630 $16.3M 0.11% +1,345 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: 135,405 shares; 2024Q4: 132,828 shares; 2025Q1: 143,730 shares; 2025Q2: 154,106 shares; 2025Q3: 157,103 shares; 2025Q4: 155,082 shares 155,082 $16.1M 0.11% -2,021 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,374 shares; 2025Q3: 338,434 shares; 2025Q4: 484,232 shares 484,232 $16.1M 0.11% +145,798 Timeline PID 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: 327,661 shares; 2024Q4: 363,589 shares; 2025Q1: 405,505 shares; 2025Q2: 452,396 shares; 2025Q3: 505,941 shares; 2025Q4: 727,943 shares 727,943 $16M 0.11% +222,002 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: 124,721 shares; 2024Q4: 126,185 shares; 2025Q1: 141,756 shares; 2025Q2: 173,470 shares; 2025Q3: 205,571 shares; 2025Q4: 222,780 shares 222,780 $15.9M 0.11% +17,209 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,635 shares; 2024Q4: 167,811 shares; 2025Q1: 182,980 shares; 2025Q2: 197,085 shares; 2025Q3: 240,024 shares; 2025Q4: 270,722 shares 270,722 $15.7M 0.11% +30,698 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,458 shares; 2024Q4: 293,211 shares; 2025Q1: 430,972 shares; 2025Q2: 473,814 shares; 2025Q3: 564,239 shares; 2025Q4: 579,346 shares 579,346 $15.6M 0.11% +15,107 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,658 shares; 2024Q4: 437,243 shares; 2025Q1: 497,867 shares; 2025Q2: 557,191 shares; 2025Q3: 630,412 shares; 2025Q4: 694,961 shares 694,961 $15.5M 0.11% +64,549 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: 29,650 shares; 2024Q4: 319,680 shares; 2025Q1: 87,938 shares; 2025Q2: 180,591 shares; 2025Q3: 203,200 shares; 2025Q4: 270,251 shares 270,251 $15.3M 0.1% +67,051 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: 93,203 shares; 2024Q4: 94,753 shares; 2025Q1: 97,002 shares; 2025Q2: 103,340 shares; 2025Q3: 105,492 shares; 2025Q4: 107,764 shares 107,764 $15.2M 0.1% +2,272 Timeline VRIG 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: 467,681 shares; 2024Q4: 594,103 shares; 2025Q1: 679,222 shares; 2025Q2: 685,767 shares; 2025Q3: 645,507 shares; 2025Q4: 600,933 shares 600,933 $15.1M 0.1% -44,574 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: 239,788 shares; 2024Q4: 114,086 shares; 2025Q1: 80,834 shares; 2025Q2: 160,757 shares; 2025Q3: 123,237 shares; 2025Q4: 334,118 shares 334,118 $14.9M 0.1% +210,881 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: 145,788 shares; 2024Q4: 144,763 shares; 2025Q1: 136,217 shares; 2025Q2: 139,404 shares; 2025Q3: 156,727 shares; 2025Q4: 153,638 shares 153,638 $14.9M 0.1% -3,089 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,502 shares; 2024Q4: 113,741 shares; 2025Q1: 94,192 shares; 2025Q2: 97,550 shares; 2025Q3: 115,124 shares; 2025Q4: 125,610 shares 125,610 $14.8M 0.1% +10,486 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: 74,909 shares; 2024Q4: 69,743 shares; 2025Q1: 75,634 shares; 2025Q2: 84,203 shares; 2025Q3: 92,643 shares; 2025Q4: 95,804 shares 95,804 $14.8M 0.1% +3,161 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,555 shares; 2024Q4: 313,340 shares; 2025Q1: 310,811 shares; 2025Q2: 199,889 shares; 2025Q3: 195,579 shares; 2025Q4: 142,529 shares 142,529 $14.7M 0.1% -53,050 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,664 shares; 2024Q4: 54,712 shares; 2025Q1: 59,738 shares; 2025Q2: 162,054 shares; 2025Q3: 215,804 shares; 2025Q4: 275,467 shares 275,467 $14.5M 0.1% +59,663 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: 390,828 shares; 2024Q4: 396,914 shares; 2025Q1: 403,838 shares; 2025Q2: 425,066 shares; 2025Q3: 429,229 shares; 2025Q4: 440,843 shares 440,843 $14.4M 0.1% +11,614 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: 57,348 shares; 2024Q4: 67,209 shares; 2025Q1: 73,033 shares; 2025Q2: 86,012 shares; 2025Q3: 88,173 shares; 2025Q4: 89,432 shares 89,432 $14.4M 0.1% +1,259 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,181 shares; 2024Q4: 231,187 shares; 2025Q1: 186,652 shares; 2025Q2: 156,553 shares; 2025Q3: 162,393 shares; 2025Q4: 139,533 shares 139,533 $14.3M 0.1% -22,860 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,441 shares; 2024Q4: 104,553 shares; 2025Q1: 218,718 shares; 2025Q2: 242,355 shares; 2025Q3: 269,805 shares; 2025Q4: 283,885 shares 283,885 $14.3M 0.1% +14,080 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,261 shares; 2024Q4: 296,938 shares; 2025Q1: 287,112 shares; 2025Q2: 355,035 shares; 2025Q3: 410,617 shares; 2025Q4: 389,992 shares 389,992 $14M 0.1% -20,625 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,772 shares; 2024Q4: 103,097 shares; 2025Q1: 111,123 shares; 2025Q2: 107,823 shares; 2025Q3: 117,795 shares; 2025Q4: 139,765 shares 139,765 $13.9M 0.09% +21,970 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,190 shares; 2024Q4: 222,196 shares; 2025Q1: 255,037 shares; 2025Q2: 294,499 shares; 2025Q3: 339,476 shares; 2025Q4: 451,499 shares 451,499 $13.6M 0.09% +112,023 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: 63,044 shares; 2024Q4: 70,737 shares; 2025Q1: 70,739 shares; 2025Q2: 93,617 shares; 2025Q3: 109,173 shares; 2025Q4: 165,340 shares 165,340 $13.5M 0.09% +56,167 Timeline PXF 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: 221,876 shares; 2024Q4: 245,762 shares; 2025Q1: 181,045 shares; 2025Q2: 291,794 shares; 2025Q3: 248,814 shares; 2025Q4: 204,721 shares 204,721 $13.4M 0.09% -44,093 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,987 shares; 2024Q4: 12,856 shares; 2025Q1: 10,855 shares; 2025Q2: 10,573 shares; 2025Q3: 9,364 shares; 2025Q4: 139,134 shares 139,134 $13.4M 0.09% +129,770 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: 131,002 shares; 2024Q4: 139,768 shares; 2025Q1: 145,587 shares; 2025Q2: 161,452 shares; 2025Q3: 167,760 shares; 2025Q4: 189,493 shares 189,493 $13.2M 0.09% +21,733 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,590 shares; 2025Q2: 119,915 shares; 2025Q3: 117,526 shares; 2025Q4: 131,334 shares 131,334 $13.2M 0.09% +13,808 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: 94,013 shares; 2024Q4: 112,624 shares; 2025Q1: 137,507 shares; 2025Q2: 152,581 shares; 2025Q3: 164,741 shares; 2025Q4: 136,187 shares 136,187 $13.2M 0.09% -28,554 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,658 shares; 2024Q4: 460,469 shares; 2025Q1: 552,552 shares; 2025Q2: 594,497 shares; 2025Q3: 625,312 shares; 2025Q4: 611,790 shares 611,790 $13.2M 0.09% -13,522 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: not reported; 2024Q4: 11,502 shares; 2025Q1: 25,091 shares; 2025Q2: 44,678 shares; 2025Q3: 314,362 shares; 2025Q4: 358,133 shares 358,133 $13M 0.09% +43,771 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,064 shares; 2024Q4: 279,649 shares; 2025Q1: 263,614 shares; 2025Q2: 242,160 shares; 2025Q3: 249,226 shares; 2025Q4: 260,476 shares 260,476 $12.9M 0.09% +11,250 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: 22,346 shares; 2024Q4: 22,975 shares; 2025Q1: 25,247 shares; 2025Q2: 29,399 shares; 2025Q3: 29,349 shares; 2025Q4: 42,460 shares 42,460 $12.9M 0.09% +13,111 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,548 shares; 2024Q4: 71,406 shares; 2025Q1: 116,093 shares; 2025Q2: 130,744 shares; 2025Q3: 134,549 shares; 2025Q4: 141,882 shares 141,882 $12.9M 0.09% +7,333 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: 36,176 shares; 2024Q4: 34,852 shares; 2025Q1: 38,065 shares; 2025Q2: 35,836 shares; 2025Q3: 31,107 shares; 2025Q4: 45,037 shares 45,037 $12.9M 0.09% +13,930 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: 14,708 shares; 2024Q4: 15,295 shares; 2025Q1: 17,546 shares; 2025Q2: 23,033 shares; 2025Q3: 23,970 shares; 2025Q4: 22,422 shares 22,422 $12.8M 0.09% -1,548 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: 28,821 shares; 2024Q4: 31,998 shares; 2025Q1: 35,102 shares; 2025Q2: 27,165 shares; 2025Q3: 25,553 shares; 2025Q4: 26,160 shares 26,160 $12.7M 0.09% +607 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: 196,235 shares; 2024Q4: 189,721 shares; 2025Q1: 189,617 shares; 2025Q2: 209,613 shares; 2025Q3: 206,756 shares; 2025Q4: 273,005 shares 273,005 $12.6M 0.09% +66,249 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: 75,316 shares; 2024Q4: 65,597 shares; 2025Q1: 71,042 shares; 2025Q2: 76,054 shares; 2025Q3: 79,794 shares; 2025Q4: 81,295 shares 81,295 $12.4M 0.08% +1,501 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,579 shares; 2024Q4: 345,376 shares; 2025Q1: 404,639 shares; 2025Q2: 386,294 shares; 2025Q3: 445,797 shares; 2025Q4: 490,698 shares 490,698 $12.4M 0.08% +44,901 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: 313,551 shares; 2024Q4: 277,156 shares; 2025Q1: 275,849 shares; 2025Q2: 317,103 shares; 2025Q3: 357,002 shares; 2025Q4: 321,566 shares 321,566 $12.3M 0.08% -35,436 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: 21,370 shares; 2024Q4: 26,970 shares; 2025Q1: 28,127 shares; 2025Q2: 28,802 shares; 2025Q3: 34,249 shares; 2025Q4: 39,718 shares 39,718 $12.2M 0.08% +5,469 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334,621 shares; 2025Q3: 490,150 shares; 2025Q4: 566,518 shares 566,518 $12M 0.08% +76,368 Timeline IJT ISHARES 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: 68,309 shares; 2024Q4: 74,970 shares; 2025Q1: 73,804 shares; 2025Q2: 77,416 shares; 2025Q3: 79,800 shares; 2025Q4: 85,123 shares 85,123 $12M 0.08% +5,323 Timeline ACWV 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: 92,015 shares; 2024Q4: 95,038 shares; 2025Q1: 93,579 shares; 2025Q2: 91,474 shares; 2025Q3: 94,477 shares; 2025Q4: 100,944 shares 100,944 $12M 0.08% +6,467 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,782 shares; 2024Q4: 223,749 shares; 2025Q1: 253,665 shares; 2025Q2: 112,845 shares; 2025Q3: 113,150 shares; 2025Q4: 218,978 shares 218,978 $12M 0.08% +105,828 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: 248,208 shares; 2024Q4: 260,284 shares; 2025Q1: 225,638 shares; 2025Q2: 222,668 shares; 2025Q3: 234,924 shares; 2025Q4: 249,551 shares 249,551 $11.9M 0.08% +14,627 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: 106,898 shares; 2024Q4: 110,083 shares; 2025Q1: 87,947 shares; 2025Q2: 89,761 shares; 2025Q3: 100,072 shares; 2025Q4: 108,209 shares 108,209 $11.9M 0.08% +8,137 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,202 shares; 2024Q4: 30,946 shares; 2025Q1: 39,954 shares; 2025Q2: 391,686 shares; 2025Q3: 272,192 shares; 2025Q4: 234,563 shares 234,563 $11.7M 0.08% -37,629 Timeline SJNK 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: 193,976 shares; 2024Q4: 261,544 shares; 2025Q1: 299,490 shares; 2025Q2: 343,664 shares; 2025Q3: 386,082 shares; 2025Q4: 462,998 shares 462,998 $11.7M 0.08% +76,916 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: 86,467 shares; 2024Q4: 85,784 shares; 2025Q1: 88,512 shares; 2025Q2: 92,927 shares; 2025Q3: 90,753 shares; 2025Q4: 94,759 shares 94,759 $11.6M 0.08% +4,006 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,698 shares; 2025Q1: 22,787 shares; 2025Q2: 69,849 shares; 2025Q3: 110,762 shares; 2025Q4: 153,888 shares 153,888 $11.5M 0.08% +43,126 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: 110,149 shares; 2024Q4: 104,896 shares; 2025Q1: 106,473 shares; 2025Q2: 111,763 shares; 2025Q3: 113,667 shares; 2025Q4: 100,446 shares 100,446 $11.4M 0.08% -13,221 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: 4,125 shares; 2024Q4: 22,508 shares; 2025Q1: 27,904 shares; 2025Q2: 38,455 shares; 2025Q3: 32,690 shares; 2025Q4: 44,659 shares 44,659 $11.2M 0.08% +11,969 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,644 shares; 2024Q4: 72,779 shares; 2025Q1: 90,747 shares; 2025Q2: 98,955 shares; 2025Q3: 108,324 shares; 2025Q4: 117,063 shares 117,063 $11.1M 0.08% +8,739 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,367 shares; 2024Q4: 161,373 shares; 2025Q1: 237,789 shares; 2025Q2: 248,416 shares; 2025Q3: 245,908 shares; 2025Q4: 217,781 shares 217,781 $11.1M 0.08% -28,127 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: 9,695 shares; 2024Q4: 11,209 shares; 2025Q1: 13,152 shares; 2025Q2: 16,253 shares; 2025Q3: 20,380 shares; 2025Q4: 31,331 shares 31,331 $11.1M 0.08% +10,951 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 42,731 shares; 2025Q1: 41,727 shares; 2025Q2: 39,303 shares; 2025Q3: 39,253 shares; 2025Q4: 92,567 shares 92,567 $11.1M 0.08% +53,314 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: 15,589 shares; 2024Q4: 31,632 shares; 2025Q1: 38,008 shares; 2025Q2: 45,115 shares; 2025Q3: 52,592 shares; 2025Q4: 58,826 shares 58,826 $10.8M 0.07% +6,234 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,963 shares; 2024Q4: 226,579 shares; 2025Q1: 205,632 shares; 2025Q2: 255,061 shares; 2025Q3: 215,889 shares; 2025Q4: 216,101 shares 216,101 $10.8M 0.07% +212 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,491 shares; 2024Q4: 124,956 shares; 2025Q1: 151,828 shares; 2025Q2: 191,304 shares; 2025Q3: 181,763 shares; 2025Q4: 137,744 shares 137,744 $10.7M 0.07% -44,019 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,946 shares; 2024Q4: 282,724 shares; 2025Q1: 276,591 shares; 2025Q2: 286,204 shares; 2025Q3: 269,571 shares; 2025Q4: 208,194 shares 208,194 $10.5M 0.07% -61,377 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,747 shares; 2024Q4: 49,462 shares; 2025Q1: 55,199 shares; 2025Q2: 54,783 shares; 2025Q3: 276,445 shares; 2025Q4: 283,331 shares 283,331 $10.5M 0.07% +6,886 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: 186,011 shares; 2024Q4: 313,447 shares; 2025Q1: 156,542 shares; 2025Q2: 161,680 shares; 2025Q3: 181,904 shares; 2025Q4: 227,667 shares 227,667 $10.5M 0.07% +45,763 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: 89,387 shares; 2024Q4: 96,576 shares; 2025Q1: 98,223 shares; 2025Q2: 105,209 shares; 2025Q3: 108,717 shares; 2025Q4: 112,707 shares 112,707 $10.4M 0.07% +3,990 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: 116,898 shares; 2024Q4: 112,672 shares; 2025Q1: 123,616 shares; 2025Q2: 148,996 shares; 2025Q3: 165,998 shares; 2025Q4: 188,584 shares 188,584 $10.4M 0.07% +22,586 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: 18,099 shares; 2024Q4: 18,378 shares; 2025Q1: 21,350 shares; 2025Q2: 29,411 shares; 2025Q3: 33,028 shares; 2025Q4: 28,032 shares 28,032 $10.4M 0.07% -4,996 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: 29,887 shares; 2024Q4: 33,631 shares; 2025Q1: 41,728 shares; 2025Q2: 46,758 shares; 2025Q3: 52,722 shares; 2025Q4: 53,128 shares 53,128 $10.4M 0.07% +406 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: 20,732 shares; 2024Q4: 24,558 shares; 2025Q1: 37,503 shares; 2025Q2: 43,586 shares; 2025Q3: 52,137 shares; 2025Q4: 53,142 shares 53,142 $10.4M 0.07% +1,005 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: 9,948 shares; 2024Q4: 11,593 shares; 2025Q1: 12,885 shares; 2025Q2: 16,853 shares; 2025Q3: 18,142 shares; 2025Q4: 22,067 shares 22,067 $10.3M 0.07% +3,925 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: 165,534 shares; 2024Q4: 176,759 shares; 2025Q1: 174,183 shares; 2025Q2: 191,086 shares; 2025Q3: 215,211 shares; 2025Q4: 232,114 shares 232,114 $10.3M 0.07% +16,903 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: 37,523 shares; 2024Q4: 36,722 shares; 2025Q1: 101,809 shares; 2025Q2: 127,701 shares; 2025Q3: 129,989 shares; 2025Q4: 137,836 shares 137,836 $10.1M 0.07% +7,847 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: 48,222 shares; 2024Q4: 45,814 shares; 2025Q1: 110,284 shares; 2025Q2: 52,692 shares; 2025Q3: 61,808 shares; 2025Q4: 100,044 shares 100,044 $10M 0.07% +38,236 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: 30,443 shares; 2024Q4: 23,909 shares; 2025Q1: 27,042 shares; 2025Q2: 26,389 shares; 2025Q3: 25,922 shares; 2025Q4: 30,007 shares 30,007 $9.91M 0.07% +4,085 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: 224,729 shares; 2024Q4: 228,840 shares; 2025Q1: 199,117 shares; 2025Q2: 214,620 shares; 2025Q3: 212,125 shares; 2025Q4: 193,265 shares 193,265 $9.73M 0.07% -18,860 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 15,407 shares; 2025Q1: 19,745 shares; 2025Q2: 24,450 shares; 2025Q3: 29,509 shares; 2025Q4: 32,119 shares 32,119 $9.67M 0.07% +2,610 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,931 shares; 2024Q4: 449,630 shares; 2025Q1: 374,887 shares; 2025Q2: 390,052 shares; 2025Q3: 426,441 shares; 2025Q4: 427,467 shares 427,467 $9.58M 0.07% +1,026 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 28,789 shares; 2025Q1: 105,301 shares; 2025Q2: 125,323 shares; 2025Q3: 167,612 shares; 2025Q4: 192,780 shares 192,780 $9.57M 0.07% +25,168 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: 22,865 shares; 2024Q4: 24,152 shares; 2025Q1: 26,541 shares; 2025Q2: 30,998 shares; 2025Q3: 37,063 shares; 2025Q4: 35,374 shares 35,374 $9.37M 0.06% -1,689 Timeline FEZ 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: 16,159 shares; 2024Q4: 14,178 shares; 2025Q1: 46,567 shares; 2025Q2: 78,445 shares; 2025Q3: 109,791 shares; 2025Q4: 145,442 shares 145,442 $9.37M 0.06% +35,651 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: 9,515 shares; 2024Q4: 13,695 shares; 2025Q1: 33,529 shares; 2025Q2: 39,296 shares; 2025Q3: 47,558 shares; 2025Q4: 60,858 shares 60,858 $9.31M 0.06% +13,300 Timeline RVNU 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: 265,846 shares; 2024Q4: 275,759 shares; 2025Q1: 295,396 shares; 2025Q2: 298,731 shares; 2025Q3: 382,274 shares; 2025Q4: 375,455 shares 375,455 $9.21M 0.06% -6,819 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,148 shares; 2024Q4: 42,779 shares; 2025Q1: 60,082 shares; 2025Q2: 74,817 shares; 2025Q3: 72,203 shares; 2025Q4: 139,802 shares 139,802 $9.1M 0.06% +67,599 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: 114,195 shares; 2024Q4: 122,192 shares; 2025Q1: 140,276 shares; 2025Q2: 165,880 shares; 2025Q3: 197,243 shares; 2025Q4: 229,790 shares 229,790 $9.07M 0.06% +32,547 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,425 shares; 2025Q3: 151,148 shares; 2025Q4: 169,394 shares 169,394 $8.83M 0.06% +18,246 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: not reported; 2024Q4: 19,946 shares; 2025Q1: 31,157 shares; 2025Q2: 161,918 shares; 2025Q3: 199,535 shares; 2025Q4: 253,920 shares 253,920 $8.8M 0.06% +54,385 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,662 shares; 2024Q4: 151,318 shares; 2025Q1: 153,005 shares; 2025Q2: 152,915 shares; 2025Q3: 143,529 shares; 2025Q4: 140,818 shares 140,818 $8.75M 0.06% -2,711 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,902 shares; 2024Q4: 114,711 shares; 2025Q1: 127,933 shares; 2025Q2: 148,456 shares; 2025Q3: 177,654 shares; 2025Q4: 195,557 shares 195,557 $8.7M 0.06% +17,903 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: 21,975 shares; 2024Q4: 22,533 shares; 2025Q1: 22,869 shares; 2025Q2: 25,696 shares; 2025Q3: 26,445 shares; 2025Q4: 28,340 shares 28,340 $8.66M 0.06% +1,895 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: 83,843 shares; 2024Q4: 139,239 shares; 2025Q1: 85,484 shares; 2025Q2: 84,764 shares; 2025Q3: 87,206 shares; 2025Q4: 80,381 shares 80,381 $8.46M 0.06% -6,825 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: 36,332 shares; 2024Q4: 38,068 shares; 2025Q1: 39,352 shares; 2025Q2: 46,002 shares; 2025Q3: 45,494 shares; 2025Q4: 52,078 shares 52,078 $8.35M 0.06% +6,584 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,681 shares; 2025Q3: 206,270 shares; 2025Q4: 215,314 shares 215,314 $8.3M 0.06% +9,044 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,118 shares; 2024Q4: 116,766 shares; 2025Q1: 120,786 shares; 2025Q2: 120,653 shares; 2025Q3: 127,406 shares; 2025Q4: 93,951 shares 93,951 $8.19M 0.06% -33,455 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: 64,016 shares; 2024Q4: 65,359 shares; 2025Q1: 66,245 shares; 2025Q2: 68,898 shares; 2025Q3: 83,207 shares; 2025Q4: 92,428 shares 92,428 $8.14M 0.06% +9,221 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: 70,011 shares; 2024Q4: 49,224 shares; 2025Q1: 52,046 shares; 2025Q2: 57,898 shares; 2025Q3: 59,625 shares; 2025Q4: 56,703 shares 56,703 $8.13M 0.06% -2,922 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,676 shares; 2024Q4: 110,082 shares; 2025Q1: 95,643 shares; 2025Q2: 89,809 shares; 2025Q3: 87,082 shares; 2025Q4: 80,308 shares 80,308 $8.03M 0.05% -6,774 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,297 shares; 2024Q4: 327,437 shares; 2025Q1: 177,593 shares; 2025Q2: 127,073 shares; 2025Q3: 133,263 shares; 2025Q4: 302,348 shares 302,348 $8M 0.05% +169,085 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,770 shares; 2024Q4: 169,171 shares; 2025Q1: 183,541 shares; 2025Q2: 188,895 shares; 2025Q3: 199,866 shares; 2025Q4: 201,178 shares 201,178 $7.95M 0.05% +1,312 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: 92,823 shares; 2024Q4: 99,758 shares; 2025Q1: 109,583 shares; 2025Q2: 102,940 shares; 2025Q3: 101,588 shares; 2025Q4: 76,584 shares 76,584 $7.93M 0.05% -25,004 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,924 shares; 2024Q4: 270,840 shares; 2025Q1: 267,986 shares; 2025Q2: 114,732 shares; 2025Q3: 103,093 shares; 2025Q4: 102,295 shares 102,295 $7.93M 0.05% -798 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 6,269 shares; 2025Q1: 8,795 shares; 2025Q2: 7,321 shares; 2025Q3: 9,737 shares; 2025Q4: 51,567 shares 51,567 $7.9M 0.05% +41,830 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: 32,946 shares; 2024Q4: 40,425 shares; 2025Q1: 52,867 shares; 2025Q2: 138,737 shares; 2025Q3: 168,481 shares; 2025Q4: 195,183 shares 195,183 $7.85M 0.05% +26,702 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: 6,602 shares; 2024Q4: 6,646 shares; 2025Q1: 5,688 shares; 2025Q2: 6,261 shares; 2025Q3: 12,564 shares; 2025Q4: 22,253 shares 22,253 $7.79M 0.05% +9,689 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: 100,792 shares; 2024Q4: 111,834 shares; 2025Q1: 109,501 shares; 2025Q2: 120,893 shares; 2025Q3: 118,583 shares; 2025Q4: 129,703 shares 129,703 $7.77M 0.05% +11,120 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,287 shares; 2024Q4: 59,177 shares; 2025Q1: 83,774 shares; 2025Q2: 101,572 shares; 2025Q3: 125,441 shares; 2025Q4: 146,550 shares 146,550 $7.75M 0.05% +21,109 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,298 shares; 2024Q4: 61,535 shares; 2025Q1: 125,666 shares; 2025Q2: 136,352 shares; 2025Q3: 170,326 shares; 2025Q4: 199,179 shares 199,179 $7.75M 0.05% +28,853 Timeline FXI ISHARES 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: 251,387 shares; 2024Q4: 247,583 shares; 2025Q1: 236,222 shares; 2025Q2: 234,032 shares; 2025Q3: 211,982 shares; 2025Q4: 201,780 shares 201,780 $7.73M 0.05% -10,202 Timeline PRFZ 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: 167,075 shares; 2024Q4: 192,666 shares; 2025Q1: 217,513 shares; 2025Q2: 144,416 shares; 2025Q3: 157,948 shares; 2025Q4: 168,213 shares 168,213 $7.72M 0.05% +10,265 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,229 shares; 2024Q4: 47,225 shares; 2025Q1: 74,411 shares; 2025Q2: 89,651 shares; 2025Q3: 126,263 shares; 2025Q4: 153,558 shares 153,558 $7.71M 0.05% +27,295 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: 52,427 shares; 2024Q4: 48,811 shares; 2025Q1: 51,751 shares; 2025Q2: 55,270 shares; 2025Q3: 63,305 shares; 2025Q4: 65,733 shares 65,733 $7.67M 0.05% +2,428 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: 33,040 shares; 2024Q4: 65,913 shares; 2025Q1: 100,494 shares; 2025Q2: 197,847 shares; 2025Q3: 233,233 shares; 2025Q4: 259,038 shares 259,038 $7.65M 0.05% +25,805 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,164 shares; 2024Q4: 262,827 shares; 2025Q1: 285,458 shares; 2025Q2: 305,004 shares; 2025Q3: 330,789 shares; 2025Q4: 354,328 shares 354,328 $7.64M 0.05% +23,539 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,622 shares; 2024Q4: 46,135 shares; 2025Q1: 64,153 shares; 2025Q2: 59,469 shares; 2025Q3: 69,678 shares; 2025Q4: 75,746 shares 75,746 $7.6M 0.05% +6,068 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,725 shares; 2024Q4: 72,982 shares; 2025Q1: 64,940 shares; 2025Q2: 66,268 shares; 2025Q3: 51,276 shares; 2025Q4: 64,915 shares 64,915 $7.4M 0.05% +13,639 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: 72,291 shares; 2024Q4: 52,403 shares; 2025Q1: 67,046 shares; 2025Q2: 77,661 shares; 2025Q3: 84,990 shares; 2025Q4: 95,892 shares 95,892 $7.39M 0.05% +10,902 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: 28,068 shares; 2024Q4: 30,658 shares; 2025Q1: 35,224 shares; 2025Q2: 46,015 shares; 2025Q3: 54,492 shares; 2025Q4: 58,706 shares 58,706 $7.36M 0.05% +4,214 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: 6,540 shares; 2025Q2: 9,559 shares; 2025Q3: 25,782 shares; 2025Q4: 66,947 shares 66,947 $7.34M 0.05% +41,165 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: 16,662 shares; 2024Q4: 17,171 shares; 2025Q1: 17,786 shares; 2025Q2: 19,918 shares; 2025Q3: 20,418 shares; 2025Q4: 21,534 shares 21,534 $7.25M 0.05% +1,116 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: 52,551 shares; 2024Q4: 64,084 shares; 2025Q1: 72,429 shares; 2025Q2: 75,581 shares; 2025Q3: 78,155 shares; 2025Q4: 82,356 shares 82,356 $7.18M 0.05% +4,201 Timeline VNQI 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: 139,191 shares; 2024Q4: 142,321 shares; 2025Q1: 138,593 shares; 2025Q2: 149,370 shares; 2025Q3: 150,071 shares; 2025Q4: 156,607 shares 156,607 $7.18M 0.05% +6,536 Timeline OUSA 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: 134,209 shares; 2024Q4: 145,285 shares; 2025Q1: 143,233 shares; 2025Q2: 140,184 shares; 2025Q3: 137,008 shares; 2025Q4: 124,325 shares 124,325 $7.17M 0.05% -12,683 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,535 shares; 2025Q3: 103,348 shares; 2025Q4: 139,669 shares 139,669 $7.13M 0.05% +36,321 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,631 shares; 2024Q4: 132,679 shares; 2025Q1: 114,306 shares; 2025Q2: 178,799 shares; 2025Q3: 172,360 shares; 2025Q4: 157,384 shares 157,384 $7.12M 0.05% -14,976 Timeline RTH 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: 20,832 shares; 2024Q4: 19,220 shares; 2025Q1: 19,555 shares; 2025Q2: 23,948 shares; 2025Q3: 27,305 shares; 2025Q4: 28,472 shares 28,472 $7.1M 0.05% +1,167 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: 395,207 shares; 2024Q4: 371,648 shares; 2025Q1: 182,872 shares; 2025Q2: 204,432 shares; 2025Q3: 130,992 shares; 2025Q4: 146,520 shares 146,520 $7.05M 0.05% +15,528 Timeline PWV 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: 85,592 shares; 2024Q4: 84,283 shares; 2025Q1: 105,038 shares; 2025Q2: 104,422 shares; 2025Q3: 104,744 shares; 2025Q4: 105,777 shares 105,777 $7.04M 0.05% +1,033 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,003 shares; 2024Q4: 280,535 shares; 2025Q1: 299,558 shares; 2025Q2: 308,515 shares; 2025Q3: 324,120 shares; 2025Q4: 324,740 shares 324,740 $6.97M 0.05% +620 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,491 shares; 2024Q4: 27,655 shares; 2025Q1: 37,150 shares; 2025Q2: 39,549 shares; 2025Q3: 39,444 shares; 2025Q4: 38,115 shares 38,115 $6.94M 0.05% -1,329 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: 74,109 shares; 2024Q4: 85,046 shares; 2025Q1: 115,863 shares; 2025Q2: 143,553 shares; 2025Q3: 146,561 shares; 2025Q4: 83,747 shares 83,747 $6.94M 0.05% -62,814 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,643 shares; 2024Q4: 103,496 shares; 2025Q1: 190,839 shares; 2025Q2: 237,888 shares; 2025Q3: 256,121 shares; 2025Q4: 264,456 shares 264,456 $6.9M 0.05% +8,335 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: 301,085 shares; 2024Q4: 323,925 shares; 2025Q1: 348,121 shares; 2025Q2: 359,458 shares; 2025Q3: 396,790 shares; 2025Q4: 376,570 shares 376,570 $6.86M 0.05% -20,220 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: 31,705 shares; 2024Q4: 27,545 shares; 2025Q1: 37,351 shares; 2025Q2: 50,601 shares; 2025Q3: 64,041 shares; 2025Q4: 80,859 shares 80,859 $6.84M 0.05% +16,818 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 20,940 shares; 2025Q1: 21,996 shares; 2025Q2: 23,914 shares; 2025Q3: 24,202 shares; 2025Q4: 25,324 shares 25,324 $6.82M 0.05% +1,122 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: 21,893 shares; 2024Q4: 24,039 shares; 2025Q1: 25,741 shares; 2025Q2: 30,585 shares; 2025Q3: 28,426 shares; 2025Q4: 30,994 shares 30,994 $6.8M 0.05% +2,568 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: 96,770 shares; 2024Q4: 96,785 shares; 2025Q1: 101,696 shares; 2025Q2: 103,227 shares; 2025Q3: 111,082 shares; 2025Q4: 117,811 shares 117,811 $6.79M 0.05% +6,729 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: 14,769 shares; 2024Q4: 15,932 shares; 2025Q1: 18,715 shares; 2025Q2: 24,171 shares; 2025Q3: 29,120 shares; 2025Q4: 30,826 shares 30,826 $6.77M 0.05% +1,706 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,731 shares; 2024Q4: 39,220 shares; 2025Q1: 51,875 shares; 2025Q2: 53,672 shares; 2025Q3: 52,311 shares; 2025Q4: 51,804 shares 51,804 $6.74M 0.05% -507 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: 134,063 shares; 2024Q4: 133,894 shares; 2025Q1: 142,099 shares; 2025Q2: 146,605 shares; 2025Q3: 158,715 shares; 2025Q4: 165,192 shares 165,192 $6.73M 0.05% +6,477 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,832 shares; 2024Q4: 57,799 shares; 2025Q1: 61,291 shares; 2025Q2: 58,453 shares; 2025Q3: 61,356 shares; 2025Q4: 68,071 shares 68,071 $6.7M 0.05% +6,715 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,031 shares; 2024Q4: 317,362 shares; 2025Q1: 313,188 shares; 2025Q2: 318,131 shares; 2025Q3: 306,842 shares; 2025Q4: 139,432 shares 139,432 $6.69M 0.05% -167,410 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,468 shares; 2025Q1: 62,584 shares; 2025Q2: 164,458 shares; 2025Q3: 164,534 shares; 2025Q4: 175,011 shares 175,011 $6.68M 0.05% +10,477 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: 14,362 shares; 2024Q4: 14,901 shares; 2025Q1: 16,362 shares; 2025Q2: 17,265 shares; 2025Q3: 21,280 shares; 2025Q4: 20,570 shares 20,570 $6.64M 0.05% -710 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,804 shares; 2024Q4: 46,588 shares; 2025Q1: 45,153 shares; 2025Q2: 45,751 shares; 2025Q3: 46,099 shares; 2025Q4: 45,206 shares 45,206 $6.63M 0.05% -893 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: 49,957 shares; 2024Q4: 51,721 shares; 2025Q1: 53,569 shares; 2025Q2: 59,526 shares; 2025Q3: 62,308 shares; 2025Q4: 68,728 shares 68,728 $6.6M 0.05% +6,420 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,716 shares; 2025Q2: 217,896 shares; 2025Q3: 213,835 shares; 2025Q4: 201,962 shares 201,962 $6.56M 0.04% -11,873 Timeline EWG 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: 246,468 shares; 2024Q4: 229,168 shares; 2025Q1: 187,990 shares; 2025Q2: 156,593 shares; 2025Q3: 156,709 shares; 2025Q4: 153,181 shares 153,181 $6.51M 0.04% -3,528 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: 155,719 shares; 2024Q4: 166,280 shares; 2025Q1: 171,716 shares; 2025Q2: 77,569 shares; 2025Q3: 68,805 shares; 2025Q4: 64,983 shares 64,983 $6.49M 0.04% -3,822 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: 12,408 shares; 2024Q4: 27,906 shares; 2025Q1: 21,703 shares; 2025Q2: 27,045 shares; 2025Q3: 44,756 shares; 2025Q4: 58,821 shares 58,821 $6.48M 0.04% +14,065 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,822 shares; 2025Q2: 46,874 shares; 2025Q3: 121,048 shares; 2025Q4: 241,455 shares 241,455 $6.45M 0.04% +120,407 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: 89,076 shares; 2024Q4: 90,591 shares; 2025Q1: 105,782 shares; 2025Q2: 106,535 shares; 2025Q3: 110,710 shares; 2025Q4: 124,584 shares 124,584 $6.43M 0.04% +13,874 Timeline IGF ISHARES 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: 80,556 shares; 2025Q2: 87,792 shares; 2025Q3: 93,554 shares; 2025Q4: 104,582 shares 104,582 $6.42M 0.04% +11,028 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,030 shares; 2024Q4: 452,853 shares; 2025Q1: 464,430 shares; 2025Q2: 372,500 shares; 2025Q3: 378,036 shares; 2025Q4: 383,735 shares 383,735 $6.4M 0.04% +5,699 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,680 shares; 2024Q4: 177,413 shares; 2025Q1: 195,122 shares; 2025Q2: 229,974 shares; 2025Q3: 235,306 shares; 2025Q4: 241,099 shares 241,099 $6.32M 0.04% +5,793 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,719 shares; 2024Q4: 56,984 shares; 2025Q1: 57,398 shares; 2025Q2: 71,636 shares; 2025Q3: 74,699 shares; 2025Q4: 88,425 shares 88,425 $6.31M 0.04% +13,726 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,357 shares; 2024Q4: 75,830 shares; 2025Q1: 66,327 shares; 2025Q2: 306,617 shares; 2025Q3: 347,514 shares; 2025Q4: 356,445 shares 356,445 $6.3M 0.04% +8,931 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 30,840 shares; 2025Q2: 33,875 shares; 2025Q3: 42,735 shares; 2025Q4: 48,067 shares 48,067 $6.27M 0.04% +5,332 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: 34,568 shares; 2024Q4: 62,445 shares; 2025Q1: 20,561 shares; 2025Q2: 21,486 shares; 2025Q3: 79,893 shares; 2025Q4: 78,750 shares 78,750 $6.25M 0.04% -1,143 Timeline EZM 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: 79,433 shares; 2024Q4: 83,692 shares; 2025Q1: 88,121 shares; 2025Q2: 81,987 shares; 2025Q3: 90,329 shares; 2025Q4: 93,301 shares 93,301 $6.23M 0.04% +2,972 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: 222,198 shares; 2025Q1: 18,130 shares; 2025Q2: 137,887 shares; 2025Q3: 159,752 shares; 2025Q4: 231,519 shares 231,519 $6.18M 0.04% +71,767 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,274 shares; 2024Q4: 138,083 shares; 2025Q1: 153,661 shares; 2025Q2: 130,719 shares; 2025Q3: 136,599 shares; 2025Q4: 147,718 shares 147,718 $6.1M 0.04% +11,119 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,419 shares; 2024Q4: 35,630 shares; 2025Q1: 32,163 shares; 2025Q2: 35,658 shares; 2025Q3: 17,113 shares; 2025Q4: 134,198 shares 134,198 $6.09M 0.04% +117,085 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: 30,524 shares; 2024Q4: 30,290 shares; 2025Q1: 35,456 shares; 2025Q2: 36,190 shares; 2025Q3: 39,706 shares; 2025Q4: 49,555 shares 49,555 $6.03M 0.04% +9,849 Timeline AUSF 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: 70,396 shares; 2024Q4: 119,208 shares; 2025Q1: 139,176 shares; 2025Q2: 148,940 shares; 2025Q3: 150,418 shares; 2025Q4: 129,266 shares 129,266 $5.99M 0.04% -21,152 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 17,978 shares; 2025Q1: 23,157 shares; 2025Q2: 33,732 shares; 2025Q3: 43,986 shares; 2025Q4: 63,729 shares 63,729 $5.95M 0.04% +19,743 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,410 shares; 2024Q4: 49,037 shares; 2025Q1: 61,326 shares; 2025Q2: 68,334 shares; 2025Q3: 77,133 shares; 2025Q4: 83,360 shares 83,360 $5.92M 0.04% +6,227 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,518 shares; 2024Q4: 143,433 shares; 2025Q1: 167,409 shares; 2025Q2: 171,614 shares; 2025Q3: 183,554 shares; 2025Q4: 210,496 shares 210,496 $5.91M 0.04% +26,942 Timeline PKW 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: 46,500 shares; 2024Q4: 41,186 shares; 2025Q1: 46,240 shares; 2025Q2: 52,875 shares; 2025Q3: 45,357 shares; 2025Q4: 43,939 shares 43,939 $5.9M 0.04% -1,418 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: 22,656 shares; 2024Q4: 22,350 shares; 2025Q1: 21,950 shares; 2025Q2: 21,481 shares; 2025Q3: 22,098 shares; 2025Q4: 22,852 shares 22,852 $5.88M 0.04% +754 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 8,195 shares; 2025Q1: 7,882 shares; 2025Q2: 7,127 shares; 2025Q3: 6,971 shares; 2025Q4: 9,703 shares 9,703 $5.85M 0.04% +2,732 Timeline MLPX 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: 10,135 shares; 2024Q4: 14,239 shares; 2025Q1: 27,943 shares; 2025Q2: 61,744 shares; 2025Q3: 83,158 shares; 2025Q4: 96,635 shares 96,635 $5.85M 0.04% +13,477 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: 3,287 shares; 2024Q4: 4,516 shares; 2025Q1: 5,826 shares; 2025Q2: 7,717 shares; 2025Q3: 11,432 shares; 2025Q4: 13,830 shares 13,830 $5.84M 0.04% +2,398 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,610 shares; 2025Q1: 168,029 shares; 2025Q2: 225,036 shares; 2025Q3: 258,195 shares; 2025Q4: 277,455 shares 277,455 $5.83M 0.04% +19,260 Timeline EPI 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: 140,913 shares; 2024Q4: 87,922 shares; 2025Q1: 51,150 shares; 2025Q2: 94,355 shares; 2025Q3: 107,146 shares; 2025Q4: 125,500 shares 125,500 $5.81M 0.04% +18,354 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,172 shares; 2025Q1: 6,047 shares; 2025Q2: 7,230 shares; 2025Q3: 7,434 shares; 2025Q4: 10,250 shares 10,250 $5.81M 0.04% +2,816 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,956 shares; 2025Q1: 10,205 shares; 2025Q2: 10,670 shares; 2025Q3: 10,880 shares; 2025Q4: 176,139 shares 176,139 $5.8M 0.04% +165,259 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,455 shares; 2024Q4: 98,888 shares; 2025Q1: 154,973 shares; 2025Q2: 239,400 shares; 2025Q3: 323,518 shares; 2025Q4: 448,922 shares 448,922 $5.79M 0.04% +125,404 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: 93,683 shares; 2024Q4: 89,709 shares; 2025Q1: 93,413 shares; 2025Q2: 106,168 shares; 2025Q3: 105,215 shares; 2025Q4: 106,650 shares 106,650 $5.75M 0.04% +1,435 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: 89,302 shares; 2024Q4: 98,875 shares; 2025Q1: 128,840 shares; 2025Q2: 139,863 shares; 2025Q3: 156,985 shares; 2025Q4: 170,041 shares 170,041 $5.75M 0.04% +13,056 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: 26,685 shares; 2024Q4: 27,764 shares; 2025Q1: 28,880 shares; 2025Q2: 31,442 shares; 2025Q3: 32,804 shares; 2025Q4: 32,092 shares 32,092 $5.7M 0.04% -712 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: 20,753 shares; 2024Q4: 17,881 shares; 2025Q1: 19,592 shares; 2025Q2: 18,962 shares; 2025Q3: 19,067 shares; 2025Q4: 19,759 shares 19,759 $5.69M 0.04% +692 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,896 shares; 2024Q4: 177,015 shares; 2025Q1: 162,781 shares; 2025Q2: 175,656 shares; 2025Q3: 183,111 shares; 2025Q4: 181,546 shares 181,546 $5.65M 0.04% -1,565 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: not reported; 2024Q4: 19,333 shares; 2025Q1: 19,816 shares; 2025Q2: 89,923 shares; 2025Q3: 119,265 shares; 2025Q4: 157,833 shares 157,833 $5.58M 0.04% +38,568 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: 57,327 shares; 2024Q4: 66,676 shares; 2025Q1: 80,958 shares; 2025Q2: 94,085 shares; 2025Q3: 102,588 shares; 2025Q4: 119,084 shares 119,084 $5.56M 0.04% +16,496 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: 100,714 shares; 2024Q4: 156,211 shares; 2025Q1: 199,902 shares; 2025Q2: 209,912 shares; 2025Q3: 231,429 shares; 2025Q4: 244,060 shares 244,060 $5.53M 0.04% +12,631 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: 65,043 shares; 2024Q4: 66,095 shares; 2025Q1: 58,817 shares; 2025Q2: 62,723 shares; 2025Q3: 59,546 shares; 2025Q4: 59,789 shares 59,789 $5.47M 0.04% +243 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: 48,868 shares; 2024Q4: 49,940 shares; 2025Q1: 53,361 shares; 2025Q2: 61,579 shares; 2025Q3: 62,495 shares; 2025Q4: 67,940 shares 67,940 $5.45M 0.04% +5,445 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: 9,741 shares; 2024Q4: 7,549 shares; 2025Q1: 7,577 shares; 2025Q2: 14,650 shares; 2025Q3: 16,896 shares; 2025Q4: 22,489 shares 22,489 $5.45M 0.04% +5,593 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,821 shares; 2024Q4: 81,724 shares; 2025Q1: 134,110 shares; 2025Q2: 144,732 shares; 2025Q3: 176,923 shares; 2025Q4: 189,711 shares 189,711 $5.4M 0.04% +12,788 Timeline ISTB ISHARES 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: 53,977 shares; 2024Q4: 62,098 shares; 2025Q1: 64,711 shares; 2025Q2: 99,069 shares; 2025Q3: 105,899 shares; 2025Q4: 110,643 shares 110,643 $5.39M 0.04% +4,744 Timeline FYC 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: 35,022 shares; 2024Q4: 31,832 shares; 2025Q1: 53,279 shares; 2025Q2: 58,012 shares; 2025Q3: 59,131 shares; 2025Q4: 55,876 shares 55,876 $5.37M 0.04% -3,255 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,784 shares; 2024Q4: 22,691 shares; 2025Q1: 25,707 shares; 2025Q2: 23,846 shares; 2025Q3: 23,977 shares; 2025Q4: 23,898 shares 23,898 $5.37M 0.04% -79 Timeline FLMI 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: 15,010 shares; 2024Q4: 15,010 shares; 2025Q1: 34,437 shares; 2025Q2: 58,791 shares; 2025Q3: 122,668 shares; 2025Q4: 215,617 shares 215,617 $5.36M 0.04% +92,949 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: 4,279 shares; 2024Q4: 11,527 shares; 2025Q1: 21,866 shares; 2025Q2: 34,216 shares; 2025Q3: 74,194 shares; 2025Q4: 98,482 shares 98,482 $5.32M 0.04% +24,288 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: 37,709 shares; 2024Q4: 35,497 shares; 2025Q1: 45,384 shares; 2025Q2: 47,508 shares; 2025Q3: 47,264 shares; 2025Q4: 109,604 shares 109,604 $5.3M 0.04% +62,340 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: 12,235 shares; 2024Q4: 12,287 shares; 2025Q1: 12,449 shares; 2025Q2: 12,137 shares; 2025Q3: 12,492 shares; 2025Q4: 16,109 shares 16,109 $5.27M 0.04% +3,617 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: 8,102 shares; 2024Q4: 7,915 shares; 2025Q1: 8,621 shares; 2025Q2: 10,492 shares; 2025Q3: 10,836 shares; 2025Q4: 11,296 shares 11,296 $5.26M 0.04% +460 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: 47,059 shares; 2024Q4: 81,522 shares; 2025Q1: 82,345 shares; 2025Q2: 113,391 shares; 2025Q3: 158,879 shares; 2025Q4: 190,061 shares 190,061 $5.25M 0.04% +31,182 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,464 shares; 2025Q2: 35,025 shares; 2025Q3: 39,059 shares; 2025Q4: 44,173 shares 44,173 $5.22M 0.04% +5,114 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,741 shares; 2024Q4: 374,289 shares; 2025Q1: 358,860 shares; 2025Q2: 343,562 shares; 2025Q3: 284,350 shares; 2025Q4: 236,711 shares 236,711 $5.21M 0.04% -47,639 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,747 shares; 2024Q4: 321,860 shares; 2025Q1: 354,959 shares; 2025Q2: 393,841 shares; 2025Q3: 383,998 shares; 2025Q4: 391,133 shares 391,133 $5.18M 0.04% +7,135 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 8,500 shares; 2025Q1: 9,760 shares; 2025Q2: 13,975 shares; 2025Q3: 38,852 shares; 2025Q4: 47,658 shares 47,658 $5.16M 0.04% +8,806 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: 43,289 shares; 2024Q4: 40,556 shares; 2025Q1: 40,017 shares; 2025Q2: 38,853 shares; 2025Q3: 37,822 shares; 2025Q4: 35,762 shares 35,762 $5.13M 0.04% -2,060 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: 51,006 shares; 2024Q4: 53,608 shares; 2025Q1: 62,752 shares; 2025Q2: 45,533 shares; 2025Q3: 49,568 shares; 2025Q4: 55,027 shares 55,027 $5.13M 0.04% +5,459 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,430 shares; 2024Q4: 79,516 shares; 2025Q1: 92,045 shares; 2025Q2: 85,288 shares; 2025Q3: 68,336 shares; 2025Q4: 52,099 shares 52,099 $5.07M 0.03% -16,237 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: 217,868 shares; 2024Q4: 218,027 shares; 2025Q1: 221,855 shares; 2025Q2: 173,003 shares; 2025Q3: 222,769 shares; 2025Q4: 125,561 shares 125,561 $5.07M 0.03% -97,208 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,426 shares; 2024Q4: 60,387 shares; 2025Q1: 60,091 shares; 2025Q2: 59,718 shares; 2025Q3: 64,172 shares; 2025Q4: 68,361 shares 68,361 $5.06M 0.03% +4,189 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,217 shares; 2024Q4: 105,737 shares; 2025Q1: 126,013 shares; 2025Q2: 132,315 shares; 2025Q3: 137,892 shares; 2025Q4: 122,575 shares 122,575 $5.04M 0.03% -15,317 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,285 shares; 2024Q4: 23,416 shares; 2025Q1: 24,977 shares; 2025Q2: 36,259 shares; 2025Q3: 37,318 shares; 2025Q4: 61,027 shares 61,027 $5.03M 0.03% +23,709 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: 23,226 shares; 2024Q4: 23,556 shares; 2025Q1: 25,224 shares; 2025Q2: 26,004 shares; 2025Q3: 28,009 shares; 2025Q4: 28,997 shares 28,997 $5.03M 0.03% +988 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,195 shares; 2024Q4: 108,335 shares; 2025Q1: 115,210 shares; 2025Q2: 132,890 shares; 2025Q3: 141,680 shares; 2025Q4: 140,070 shares 140,070 $5.01M 0.03% -1,610 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,673 shares; 2024Q4: 56,358 shares; 2025Q1: 48,703 shares; 2025Q2: 46,516 shares; 2025Q3: 50,039 shares; 2025Q4: 61,976 shares 61,976 $5M 0.03% +11,937 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,882 shares; 2024Q4: 49,766 shares; 2025Q1: 42,733 shares; 2025Q2: 30,874 shares; 2025Q3: 39,253 shares; 2025Q4: 40,088 shares 40,088 $4.94M 0.03% +835 Timeline FLQL 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: 81,388 shares; 2024Q4: 82,723 shares; 2025Q1: 74,357 shares; 2025Q2: 67,713 shares; 2025Q3: 69,910 shares; 2025Q4: 71,030 shares 71,030 $4.92M 0.03% +1,120 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,698 shares; 2024Q4: 284,445 shares; 2025Q1: 183,102 shares; 2025Q2: 198,093 shares; 2025Q3: 211,342 shares; 2025Q4: 248,971 shares 248,971 $4.91M 0.03% +37,629 Timeline ONEV 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: 34,439 shares; 2024Q4: 35,377 shares; 2025Q1: 35,584 shares; 2025Q2: 36,350 shares; 2025Q3: 36,727 shares; 2025Q4: 36,897 shares 36,897 $4.91M 0.03% +170 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,288 shares; 2024Q4: 70,231 shares; 2025Q1: 72,972 shares; 2025Q2: 82,447 shares; 2025Q3: 102,267 shares; 2025Q4: 110,643 shares 110,643 $4.9M 0.03% +8,376 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: 199,225 shares; 2024Q4: 180,701 shares; 2025Q1: 191,899 shares; 2025Q2: 181,230 shares; 2025Q3: 204,358 shares; 2025Q4: 196,905 shares 196,905 $4.9M 0.03% -7,453 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: 145,376 shares; 2024Q4: 146,730 shares; 2025Q1: 129,743 shares; 2025Q2: 142,666 shares; 2025Q3: 142,765 shares; 2025Q4: 150,376 shares 150,376 $4.82M 0.03% +7,611 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,027 shares; 2024Q4: 142,170 shares; 2025Q1: 140,619 shares; 2025Q2: 160,868 shares; 2025Q3: 198,559 shares; 2025Q4: 204,905 shares 204,905 $4.79M 0.03% +6,346 Timeline EWI 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: 136,424 shares; 2024Q4: 131,024 shares; 2025Q1: 120,924 shares; 2025Q2: 95,024 shares; 2025Q3: 88,854 shares; 2025Q4: 87,828 shares 87,828 $4.77M 0.03% -1,026 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,445 shares; 2024Q4: 65,166 shares; 2025Q1: 82,752 shares; 2025Q2: 113,540 shares; 2025Q3: 118,596 shares; 2025Q4: 126,388 shares 126,388 $4.77M 0.03% +7,792 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 7,053 shares; 2025Q1: 55,109 shares; 2025Q2: 78,272 shares; 2025Q3: 85,999 shares; 2025Q4: 90,833 shares 90,833 $4.76M 0.03% +4,834 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: 3,544 shares; 2025Q1: 3,987 shares; 2025Q2: 4,124 shares; 2025Q3: 4,213 shares; 2025Q4: 4,435 shares 4,435 $4.75M 0.03% +222 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: 152,958 shares; 2024Q4: 146,737 shares; 2025Q1: 146,355 shares; 2025Q2: 154,476 shares; 2025Q3: 168,474 shares; 2025Q4: 190,833 shares 190,833 $4.74M 0.03% +22,359 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: 367,023 shares; 2024Q4: 352,852 shares; 2025Q1: 240,713 shares; 2025Q2: 144,640 shares; 2025Q3: 125,955 shares; 2025Q4: 105,289 shares 105,289 $4.67M 0.03% -20,666 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,884 shares; 2024Q4: 23,335 shares; 2025Q1: 44,487 shares; 2025Q2: 53,786 shares; 2025Q3: 56,825 shares; 2025Q4: 45,618 shares 45,618 $4.67M 0.03% -11,207 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: 35,254 shares; 2024Q4: 31,503 shares; 2025Q1: 32,541 shares; 2025Q2: 36,661 shares; 2025Q3: 47,636 shares; 2025Q4: 58,440 shares 58,440 $4.66M 0.03% +10,804 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: 22,215 shares; 2024Q4: 22,794 shares; 2025Q1: 25,527 shares; 2025Q2: 31,205 shares; 2025Q3: 32,804 shares; 2025Q4: 39,571 shares 39,571 $4.64M 0.03% +6,767 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: 57,048 shares; 2024Q4: 51,899 shares; 2025Q1: 50,165 shares; 2025Q2: 54,398 shares; 2025Q3: 57,815 shares; 2025Q4: 61,925 shares 61,925 $4.64M 0.03% +4,110 Timeline FFLC 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: 9,685 shares; 2024Q4: 19,582 shares; 2025Q1: 27,594 shares; 2025Q2: 31,112 shares; 2025Q3: 47,563 shares; 2025Q4: 86,345 shares 86,345 $4.61M 0.03% +38,782 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,954 shares; 2024Q4: 23,103 shares; 2025Q1: 27,215 shares; 2025Q2: 31,959 shares; 2025Q3: 35,006 shares; 2025Q4: 40,342 shares 40,342 $4.58M 0.03% +5,336 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,451 shares; 2024Q4: 114,231 shares; 2025Q1: 121,036 shares; 2025Q2: 121,760 shares; 2025Q3: 121,718 shares; 2025Q4: 130,353 shares 130,353 $4.56M 0.03% +8,635 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: 11,270 shares; 2024Q4: 24,485 shares; 2025Q1: 38,916 shares; 2025Q2: 39,770 shares; 2025Q3: 45,499 shares; 2025Q4: 49,170 shares 49,170 $4.56M 0.03% +3,671 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: 85,843 shares; 2024Q4: 84,389 shares; 2025Q1: 89,197 shares; 2025Q2: 99,758 shares; 2025Q3: 118,860 shares; 2025Q4: 119,099 shares 119,099 $4.55M 0.03% +239 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: 2,604 shares; 2024Q4: 4,182 shares; 2025Q1: 5,148 shares; 2025Q2: 5,247 shares; 2025Q3: 5,292 shares; 2025Q4: 5,608 shares 5,608 $4.54M 0.03% +316 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,808 shares; 2025Q1: 50,417 shares; 2025Q2: 52,792 shares; 2025Q3: 75,330 shares; 2025Q4: 57,437 shares 57,437 $4.53M 0.03% -17,893 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,404 shares; 2024Q4: 155,614 shares; 2025Q1: 131,911 shares; 2025Q2: 116,103 shares; 2025Q3: 104,159 shares; 2025Q4: 76,739 shares 76,739 $4.52M 0.03% -27,420 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: 16,796 shares; 2024Q4: 16,033 shares; 2025Q1: 26,188 shares; 2025Q2: 46,318 shares; 2025Q3: 57,109 shares; 2025Q4: 53,112 shares 53,112 $4.51M 0.03% -3,997 Timeline VPL 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: 53,500 shares; 2024Q4: 53,523 shares; 2025Q1: 54,924 shares; 2025Q2: 55,097 shares; 2025Q3: 48,836 shares; 2025Q4: 49,902 shares 49,902 $4.51M 0.03% +1,066 Timeline GWX 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: 188,542 shares; 2024Q4: 207,258 shares; 2025Q1: 193,057 shares; 2025Q2: 206,236 shares; 2025Q3: 226,502 shares; 2025Q4: 110,036 shares 110,036 $4.5M 0.03% -116,466 Timeline FESM 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: 14,423 shares; 2025Q3: 24,327 shares; 2025Q4: 117,558 shares 117,558 $4.44M 0.03% +93,231 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,136 shares; 2024Q4: 145,940 shares; 2025Q1: 51,837 shares; 2025Q2: 45,622 shares; 2025Q3: 30,562 shares; 2025Q4: 33,238 shares 33,238 $4.4M 0.03% +2,676 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: 86,311 shares; 2024Q4: 96,487 shares; 2025Q1: 122,396 shares; 2025Q2: 129,684 shares; 2025Q3: 148,041 shares; 2025Q4: 186,167 shares 186,167 $4.4M 0.03% +38,126 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,343 shares; 2025Q2: 122,184 shares; 2025Q3: 113,462 shares; 2025Q4: 102,968 shares 102,968 $4.36M 0.03% -10,494 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,863 shares; 2024Q4: 78,702 shares; 2025Q1: 83,823 shares; 2025Q2: 111,944 shares; 2025Q3: 120,292 shares; 2025Q4: 133,568 shares 133,568 $4.35M 0.03% +13,276 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: 23,438 shares; 2024Q4: 22,974 shares; 2025Q1: 22,651 shares; 2025Q2: 21,360 shares; 2025Q3: 23,647 shares; 2025Q4: 23,919 shares 23,919 $4.33M 0.03% +272 Timeline FMB 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: 56,606 shares; 2024Q4: 58,193 shares; 2025Q1: 57,568 shares; 2025Q2: 68,839 shares; 2025Q3: 81,804 shares; 2025Q4: 84,559 shares 84,559 $4.32M 0.03% +2,755 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,419 shares; 2024Q4: 32,963 shares; 2025Q1: 32,580 shares; 2025Q2: 32,514 shares; 2025Q3: 31,261 shares; 2025Q4: 31,235 shares 31,235 $4.27M 0.03% -26 Timeline DXJ 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: 22,199 shares; 2024Q4: 18,892 shares; 2025Q1: 15,909 shares; 2025Q2: 17,436 shares; 2025Q3: 22,785 shares; 2025Q4: 29,588 shares 29,588 $4.27M 0.03% +6,803 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,118 shares; 2025Q2: 61,603 shares; 2025Q3: 61,493 shares; 2025Q4: 134,419 shares 134,419 $4.26M 0.03% +72,926 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,664 shares; 2024Q4: 18,864 shares; 2025Q1: 30,765 shares; 2025Q2: 51,366 shares; 2025Q3: 52,859 shares; 2025Q4: 32,901 shares 32,901 $4.24M 0.03% -19,958 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,215 shares; 2025Q2: 56,607 shares; 2025Q3: 34,681 shares; 2025Q4: 32,429 shares 32,429 $4.24M 0.03% -2,252 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: 8,367 shares; 2024Q4: 8,109 shares; 2025Q1: 8,763 shares; 2025Q2: 10,494 shares; 2025Q3: 11,644 shares; 2025Q4: 13,981 shares 13,981 $4.22M 0.03% +2,337 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: 14,344 shares; 2024Q4: 13,283 shares; 2025Q1: 14,674 shares; 2025Q2: 27,314 shares; 2025Q3: 27,338 shares; 2025Q4: 27,477 shares 27,477 $4.22M 0.03% +139 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: 35,883 shares; 2024Q4: 38,298 shares; 2025Q1: 85,885 shares; 2025Q2: 119,189 shares; 2025Q3: 72,446 shares; 2025Q4: 82,244 shares 82,244 $4.18M 0.03% +9,798 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 4,785 shares; 2025Q1: 37,838 shares; 2025Q2: 45,141 shares; 2025Q3: 44,872 shares; 2025Q4: 45,503 shares 45,503 $4.16M 0.03% +631 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 10,351 shares; 2025Q1: 9,702 shares; 2025Q2: 10,313 shares; 2025Q3: 10,393 shares; 2025Q4: 10,701 shares 10,701 $4.14M 0.03% +308 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: 27,703 shares; 2024Q4: 28,075 shares; 2025Q1: 26,958 shares; 2025Q2: 27,832 shares; 2025Q3: 28,782 shares; 2025Q4: 29,194 shares 29,194 $4.12M 0.03% +412 Timeline BIZD 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: 184,228 shares; 2024Q4: 205,564 shares; 2025Q1: 195,807 shares; 2025Q2: 244,717 shares; 2025Q3: 286,953 shares; 2025Q4: 289,992 shares 289,992 $4.11M 0.03% +3,039 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,482 shares; 2024Q4: 29,959 shares; 2025Q1: 31,077 shares; 2025Q2: 28,778 shares; 2025Q3: 30,703 shares; 2025Q4: 31,743 shares 31,743 $4.09M 0.03% +1,040 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,654 shares; 2024Q4: 172,510 shares; 2025Q1: 152,142 shares; 2025Q2: 174,624 shares; 2025Q3: 169,183 shares; 2025Q4: 149,938 shares 149,938 $4.08M 0.03% -19,245 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,402 shares; 2024Q4: 38,697 shares; 2025Q1: 36,492 shares; 2025Q2: 41,547 shares; 2025Q3: 41,899 shares; 2025Q4: 43,880 shares 43,880 $4.06M 0.03% +1,981 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,555 shares; 2025Q2: 52,772 shares; 2025Q3: 55,299 shares; 2025Q4: 83,090 shares 83,090 $4.04M 0.03% +27,791 Timeline IJS ISHARES 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: 22,454 shares; 2024Q4: 23,973 shares; 2025Q1: 24,536 shares; 2025Q2: 25,703 shares; 2025Q3: 26,676 shares; 2025Q4: 35,497 shares 35,497 $4.04M 0.03% +8,821 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: 77,479 shares; 2024Q4: 81,139 shares; 2025Q1: 88,808 shares; 2025Q2: 94,535 shares; 2025Q3: 153,215 shares; 2025Q4: 133,317 shares 133,317 $3.98M 0.03% -19,898 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,483 shares; 2025Q1: 4,148 shares; 2025Q2: 20,781 shares; 2025Q3: 32,649 shares; 2025Q4: 31,538 shares 31,538 $3.97M 0.03% -1,111 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,333 shares; 2024Q4: 158,238 shares; 2025Q1: 137,320 shares; 2025Q2: 109,054 shares; 2025Q3: 96,263 shares; 2025Q4: 75,496 shares 75,496 $3.94M 0.03% -20,767 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 16,733 shares; 2025Q1: 16,860 shares; 2025Q2: 15,988 shares; 2025Q3: 15,487 shares; 2025Q4: 23,292 shares 23,292 $3.93M 0.03% +7,805 Timeline BOTZ 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: 69,930 shares; 2024Q4: 73,182 shares; 2025Q1: 86,244 shares; 2025Q2: 80,555 shares; 2025Q3: 95,366 shares; 2025Q4: 108,187 shares 108,187 $3.92M 0.03% +12,821 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,345 shares; 2024Q4: 56,688 shares; 2025Q1: 74,194 shares; 2025Q2: 81,031 shares; 2025Q3: 85,462 shares; 2025Q4: 81,698 shares 81,698 $3.91M 0.03% -3,764 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,131 shares; 2024Q4: 138,159 shares; 2025Q1: 143,125 shares; 2025Q2: 149,695 shares; 2025Q3: 174,916 shares; 2025Q4: 207,094 shares 207,094 $3.9M 0.03% +32,178 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: 48,836 shares; 2024Q4: 48,070 shares; 2025Q1: 49,160 shares; 2025Q2: 49,464 shares; 2025Q3: 55,176 shares; 2025Q4: 99,301 shares 99,301 $3.87M 0.03% +44,125 Timeline FDD 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: 84,500 shares; 2024Q4: 105,300 shares; 2025Q1: 122,550 shares; 2025Q2: 181,155 shares; 2025Q3: 213,655 shares; 2025Q4: 220,009 shares 220,009 $3.85M 0.03% +6,354 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 70,921 shares; 2025Q1: 75,316 shares; 2025Q2: 80,799 shares; 2025Q3: 124,206 shares; 2025Q4: 135,976 shares 135,976 $3.84M 0.03% +11,770 Timeline ICF ISHARES 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: 55,626 shares; 2024Q4: 57,120 shares; 2025Q1: 56,705 shares; 2025Q2: 60,287 shares; 2025Q3: 64,803 shares; 2025Q4: 64,292 shares 64,292 $3.84M 0.03% -511 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: 62,014 shares; 2024Q4: 58,972 shares; 2025Q1: 51,254 shares; 2025Q2: 36,193 shares; 2025Q3: 32,658 shares; 2025Q4: 33,634 shares 33,634 $3.83M 0.03% +976 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,165 shares; 2024Q4: 41,696 shares; 2025Q1: 43,346 shares; 2025Q2: 49,796 shares; 2025Q3: 47,503 shares; 2025Q4: 47,535 shares 47,535 $3.82M 0.03% +32 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,965 shares; 2024Q4: 41,910 shares; 2025Q1: 42,162 shares; 2025Q2: 44,339 shares; 2025Q3: 44,737 shares; 2025Q4: 54,670 shares 54,670 $3.81M 0.03% +9,933 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,067 shares; 2024Q4: 70,183 shares; 2025Q1: 74,051 shares; 2025Q2: 98,185 shares; 2025Q3: 115,420 shares; 2025Q4: 133,117 shares 133,117 $3.81M 0.03% +17,697 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,249 shares; 2024Q4: 25,959 shares; 2025Q1: 27,919 shares; 2025Q2: 24,910 shares; 2025Q3: 23,888 shares; 2025Q4: 25,526 shares 25,526 $3.8M 0.03% +1,638 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: 22,889 shares; 2024Q4: 48,653 shares; 2025Q1: 90,817 shares; 2025Q2: 128,855 shares; 2025Q3: 134,179 shares; 2025Q4: 143,328 shares 143,328 $3.8M 0.03% +9,149 Timeline EWL 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: 61,648 shares; 2024Q4: 61,758 shares; 2025Q1: 62,233 shares; 2025Q2: 63,180 shares; 2025Q3: 63,703 shares; 2025Q4: 63,232 shares 63,232 $3.79M 0.03% -471 Timeline IAI ISHARES 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: 1,881 shares; 2025Q2: 5,367 shares; 2025Q3: 23,330 shares; 2025Q4: 21,114 shares 21,114 $3.79M 0.03% -2,216 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: 11,088 shares; 2024Q4: 12,769 shares; 2025Q1: 13,630 shares; 2025Q2: 14,931 shares; 2025Q3: 13,026 shares; 2025Q4: 15,674 shares 15,674 $3.78M 0.03% +2,648 Timeline FMHI 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: 45,584 shares; 2024Q4: 48,210 shares; 2025Q1: 51,485 shares; 2025Q2: 77,963 shares; 2025Q3: 80,307 shares; 2025Q4: 78,824 shares 78,824 $3.78M 0.03% -1,483 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,900 shares; 2025Q3: 53,026 shares; 2025Q4: 72,392 shares 72,392 $3.75M 0.03% +19,366 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 13,597 shares; 2025Q1: 14,367 shares; 2025Q2: 15,063 shares; 2025Q3: 15,841 shares; 2025Q4: 17,710 shares 17,710 $3.74M 0.03% +1,869 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: 22,382 shares; 2024Q4: 17,167 shares; 2025Q1: 20,338 shares; 2025Q2: 28,825 shares; 2025Q3: 31,022 shares; 2025Q4: 43,616 shares 43,616 $3.74M 0.03% +12,594 Timeline FORD MOTOR COMPANY FORD MOTOR COMPANY More: the full row for FORD MOTOR COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: not reported; 2025Q3: 36,000 shares; 2025Q4: 36,000 shares 36,000 $3.74M 0.03% 0 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: 136,229 shares; 2024Q4: 125,748 shares; 2025Q1: 131,656 shares; 2025Q2: 131,951 shares; 2025Q3: 136,990 shares; 2025Q4: 119,631 shares 119,631 $3.7M 0.03% -17,359 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,963 shares; 2024Q4: 19,738 shares; 2025Q1: 22,124 shares; 2025Q2: 29,090 shares; 2025Q3: 29,021 shares; 2025Q4: 29,098 shares 29,098 $3.7M 0.03% +77 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,781 shares; 2024Q4: 77,987 shares; 2025Q1: 68,286 shares; 2025Q2: 69,803 shares; 2025Q3: 67,713 shares; 2025Q4: 60,469 shares 60,469 $3.7M 0.03% -7,244 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: 23,549 shares; 2024Q4: 23,268 shares; 2025Q1: 35,720 shares; 2025Q2: 54,529 shares; 2025Q3: 63,015 shares; 2025Q4: 73,897 shares 73,897 $3.69M 0.03% +10,882 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: 22,805 shares; 2024Q4: 22,682 shares; 2025Q1: 24,056 shares; 2025Q2: 24,139 shares; 2025Q3: 24,534 shares; 2025Q4: 23,839 shares 23,839 $3.69M 0.03% -695 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,436 shares; 2024Q4: 21,511 shares; 2025Q1: 22,342 shares; 2025Q2: 24,787 shares; 2025Q3: 26,726 shares; 2025Q4: 28,113 shares 28,113 $3.67M 0.03% +1,387 Timeline EFIV 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: 28,018 shares; 2024Q4: 28,507 shares; 2025Q1: 36,133 shares; 2025Q2: 36,610 shares; 2025Q3: 58,113 shares; 2025Q4: 54,890 shares 54,890 $3.63M 0.02% -3,223 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 7,817 shares; 2025Q2: 13,460 shares; 2025Q3: 9,212 shares; 2025Q4: 15,740 shares 15,740 $3.62M 0.02% +6,528 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,461 shares; 2024Q4: 231,275 shares; 2025Q1: 235,686 shares; 2025Q2: 141,217 shares; 2025Q3: 145,226 shares; 2025Q4: 175,425 shares 175,425 $3.61M 0.02% +30,199 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,857 shares; 2024Q4: 67,742 shares; 2025Q1: 65,498 shares; 2025Q2: 76,457 shares; 2025Q3: 83,803 shares; 2025Q4: 87,423 shares 87,423 $3.6M 0.02% +3,620 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: 10,853 shares; 2025Q1: 23,064 shares; 2025Q2: 33,001 shares; 2025Q3: 64,610 shares; 2025Q4: 98,338 shares 98,338 $3.6M 0.02% +33,728 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,159 shares; 2024Q4: 19,112 shares; 2025Q1: 23,518 shares; 2025Q2: 10,790 shares; 2025Q3: 27,079 shares; 2025Q4: 29,961 shares 29,961 $3.59M 0.02% +2,882 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: 57,354 shares; 2024Q4: 62,036 shares; 2025Q1: 65,100 shares; 2025Q2: 66,017 shares; 2025Q3: 66,925 shares; 2025Q4: 74,597 shares 74,597 $3.57M 0.02% +7,672 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,986 shares; 2025Q3: 129,543 shares; 2025Q4: 123,728 shares 123,728 $3.56M 0.02% -5,815 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,027 shares; 2024Q4: 40,619 shares; 2025Q1: 45,013 shares; 2025Q2: 52,710 shares; 2025Q3: 54,340 shares; 2025Q4: 55,341 shares 55,341 $3.56M 0.02% +1,001 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,129 shares; 2025Q1: 59,793 shares; 2025Q2: 85,495 shares; 2025Q3: 87,198 shares; 2025Q4: 90,237 shares 90,237 $3.55M 0.02% +3,039 Timeline PFM 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: 51,539 shares; 2024Q4: 50,444 shares; 2025Q1: 51,578 shares; 2025Q2: 53,110 shares; 2025Q3: 60,288 shares; 2025Q4: 68,707 shares 68,707 $3.54M 0.02% +8,419 Timeline VTWV 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: 2,993 shares; 2024Q4: 9,726 shares; 2025Q1: 15,923 shares; 2025Q2: 20,695 shares; 2025Q3: 21,979 shares; 2025Q4: 22,112 shares 22,112 $3.54M 0.02% +133 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,359 shares 105,359 $3.53M 0.02% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,759 shares; 2025Q2: 74,503 shares; 2025Q3: 51,130 shares; 2025Q4: 85,019 shares 85,019 $3.53M 0.02% +33,889 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: 31,652 shares; 2024Q4: 33,570 shares; 2025Q1: 38,377 shares; 2025Q2: 53,134 shares; 2025Q3: 67,922 shares; 2025Q4: 75,591 shares 75,591 $3.52M 0.02% +7,669 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,102 shares; 2024Q4: 509,152 shares; 2025Q1: 196,061 shares; 2025Q2: 107,802 shares; 2025Q3: 86,430 shares; 2025Q4: 81,344 shares 81,344 $3.49M 0.02% -5,086 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,852 shares; 2024Q4: 20,335 shares; 2025Q1: 20,474 shares; 2025Q2: 22,670 shares; 2025Q3: 24,426 shares; 2025Q4: 45,305 shares 45,305 $3.49M 0.02% +20,879 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,892 shares 52,892 $3.46M 0.02% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 15,858 shares; 2025Q1: 14,638 shares; 2025Q2: 19,113 shares; 2025Q3: 25,565 shares; 2025Q4: 42,040 shares 42,040 $3.46M 0.02% +16,475 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,669 shares; 2025Q2: 16,375 shares; 2025Q3: 25,093 shares; 2025Q4: 65,800 shares 65,800 $3.44M 0.02% +40,707 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: 20,294 shares; 2024Q4: 17,432 shares; 2025Q1: 18,438 shares; 2025Q2: 21,721 shares; 2025Q3: 21,678 shares; 2025Q4: 21,466 shares 21,466 $3.44M 0.02% -212 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 5,156 shares; 2025Q2: 9,746 shares; 2025Q3: 43,798 shares; 2025Q4: 86,530 shares 86,530 $3.43M 0.02% +42,732 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: 12,658 shares; 2024Q4: 12,941 shares; 2025Q1: 13,558 shares; 2025Q2: 14,460 shares; 2025Q3: 15,863 shares; 2025Q4: 16,314 shares 16,314 $3.41M 0.02% +451 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: 48,474 shares; 2024Q4: 47,920 shares; 2025Q1: 52,098 shares; 2025Q2: 60,279 shares; 2025Q3: 73,147 shares; 2025Q4: 69,398 shares 69,398 $3.4M 0.02% -3,749 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,626 shares; 2025Q2: 65,820 shares; 2025Q3: 82,561 shares; 2025Q4: 95,818 shares 95,818 $3.37M 0.02% +13,257 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: 16,244 shares; 2024Q4: 14,795 shares; 2025Q1: 15,900 shares; 2025Q2: 16,506 shares; 2025Q3: 17,212 shares; 2025Q4: 19,647 shares 19,647 $3.36M 0.02% +2,435 Timeline CWI 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: 37,561 shares; 2024Q4: 32,283 shares; 2025Q1: 24,240 shares; 2025Q2: 24,981 shares; 2025Q3: 43,772 shares; 2025Q4: 92,790 shares 92,790 $3.33M 0.02% +49,018 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: 81,165 shares; 2024Q4: 92,431 shares; 2025Q1: 103,128 shares; 2025Q2: 124,769 shares; 2025Q3: 128,903 shares; 2025Q4: 120,784 shares 120,784 $3.32M 0.02% -8,119 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,302 shares; 2024Q4: 33,381 shares; 2025Q1: 33,785 shares; 2025Q2: 35,723 shares; 2025Q3: 56,854 shares; 2025Q4: 73,521 shares 73,521 $3.31M 0.02% +16,667 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: 2,121 shares; 2024Q4: 2,191 shares; 2025Q1: 2,220 shares; 2025Q2: 32,502 shares; 2025Q3: 33,401 shares; 2025Q4: 36,131 shares 36,131 $3.3M 0.02% +2,730 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: 13,546 shares; 2024Q4: 16,440 shares; 2025Q1: 17,555 shares; 2025Q2: 16,782 shares; 2025Q3: 16,918 shares; 2025Q4: 17,792 shares 17,792 $3.29M 0.02% +874 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,979 shares; 2024Q4: 90,441 shares; 2025Q1: 93,694 shares; 2025Q2: 90,931 shares; 2025Q3: 107,425 shares; 2025Q4: 127,130 shares 127,130 $3.24M 0.02% +19,705 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: 3,782 shares; 2025Q1: 5,969 shares; 2025Q2: 17,621 shares; 2025Q3: 17,906 shares; 2025Q4: 18,796 shares 18,796 $3.22M 0.02% +890 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,785 shares; 2024Q4: 50,046 shares; 2025Q1: 48,219 shares; 2025Q2: 47,324 shares; 2025Q3: 49,149 shares; 2025Q4: 43,203 shares 43,203 $3.21M 0.02% -5,946 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: 42,548 shares; 2024Q4: 47,167 shares; 2025Q1: 43,881 shares; 2025Q2: 44,127 shares; 2025Q3: 30,376 shares; 2025Q4: 28,139 shares 28,139 $3.18M 0.02% -2,237 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,900 shares; 2024Q4: 34,648 shares; 2025Q1: 48,301 shares; 2025Q2: 47,123 shares; 2025Q3: 47,565 shares; 2025Q4: 48,331 shares 48,331 $3.16M 0.02% +766 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 6,438 shares; 2025Q2: 12,232 shares; 2025Q3: 18,960 shares; 2025Q4: 26,696 shares 26,696 $3.14M 0.02% +7,736 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,561 shares; 2024Q4: 288,863 shares; 2025Q1: 210,505 shares; 2025Q2: 141,223 shares; 2025Q3: 114,193 shares; 2025Q4: 159,378 shares 159,378 $3.12M 0.02% +45,185 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 7,600 shares; 2025Q3: 9,580 shares; 2025Q4: 9,200 shares 9,200 $3.11M 0.02% -380 Timeline