NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,472 shares; 2024Q4: 1,165,258 shares; 2025Q1: 1,133,041 shares; 2025Q2: 1,097,546 shares; 2025Q3: 1,097,067 shares; 2025Q4: 1,080,451 shares 1,080,451 $202M 3.87% -16,616 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: 765,387 shares; 2024Q4: 876,615 shares; 2025Q1: 1,293,747 shares; 2025Q2: 1,587,263 shares; 2025Q3: 1,689,291 shares; 2025Q4: 1,687,147 shares 1,687,147 $135M 2.6% -2,144 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: 833,310 shares; 2024Q4: 873,010 shares; 2025Q1: 868,360 shares; 2025Q2: 871,588 shares; 2025Q3: 959,380 shares; 2025Q4: 1,035,564 shares 1,035,564 $119M 2.28% +76,184 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: 888,083 shares; 2024Q4: 950,788 shares; 2025Q1: 1,035,665 shares; 2025Q2: 1,174,639 shares; 2025Q3: 1,194,827 shares; 2025Q4: 1,289,748 shares 1,289,748 $114M 2.18% +94,921 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: 449,350 shares; 2024Q4: 442,133 shares; 2025Q1: 437,603 shares; 2025Q2: 411,637 shares; 2025Q3: 410,886 shares; 2025Q4: 415,043 shares 415,043 $113M 2.17% +4,157 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885,438 shares; 2025Q3: 1,000,924 shares; 2025Q4: 1,115,814 shares 1,115,814 $104M 2% +114,890 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: 1,669,435 shares; 2024Q4: 2,045,489 shares; 2025Q1: 2,050,980 shares; 2025Q2: 2,150,804 shares; 2025Q3: 2,656,072 shares; 2025Q4: 3,024,203 shares 3,024,203 $83.5M 1.61% +368,131 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: 170,589 shares; 2024Q4: 175,742 shares; 2025Q1: 166,266 shares; 2025Q2: 150,669 shares; 2025Q3: 153,431 shares; 2025Q4: 154,138 shares 154,138 $74.5M 1.43% +707 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: 529,531 shares; 2025Q2: 542,290 shares; 2025Q3: 557,038 shares; 2025Q4: 1,312,503 shares 1,312,503 $72.9M 1.4% +755,465 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: 336,173 shares; 2024Q4: 326,044 shares; 2025Q1: 328,094 shares; 2025Q2: 302,711 shares; 2025Q3: 302,521 shares; 2025Q4: 302,645 shares 302,645 $69.9M 1.34% +124 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: 874,146 shares; 2024Q4: 918,112 shares; 2025Q1: 959,007 shares; 2025Q2: 847,757 shares; 2025Q3: 889,714 shares; 2025Q4: 805,363 shares 805,363 $68.8M 1.32% -84,351 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: 621,378 shares; 2024Q4: 681,764 shares; 2025Q1: 751,872 shares; 2025Q2: 826,949 shares; 2025Q3: 809,831 shares; 2025Q4: 865,913 shares 865,913 $66.7M 1.28% +56,082 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: 662,105 shares; 2024Q4: 734,829 shares; 2025Q1: 640,553 shares; 2025Q2: 705,238 shares; 2025Q3: 779,066 shares; 2025Q4: 807,304 shares 807,304 $60.5M 1.16% +28,238 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: 726,887 shares; 2024Q4: 1,105,453 shares; 2025Q1: 1,445,908 shares; 2025Q2: 1,436,456 shares; 2025Q3: 1,532,239 shares; 2025Q4: 1,485,082 shares 1,485,082 $58.5M 1.12% -47,157 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 567,703 shares; 2025Q2: 689,583 shares; 2025Q3: 727,513 shares; 2025Q4: 771,979 shares 771,979 $55.4M 1.06% +44,466 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: 186,324 shares; 2024Q4: 199,456 shares; 2025Q1: 209,059 shares; 2025Q2: 205,967 shares; 2025Q3: 211,165 shares; 2025Q4: 399,276 shares 399,276 $55.3M 1.06% +188,111 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: 13,791 shares; 2024Q4: 26,308 shares; 2025Q1: 92,226 shares; 2025Q2: 1,093,942 shares; 2025Q3: 1,104,918 shares; 2025Q4: 1,203,656 shares 1,203,656 $53.5M 1.03% +98,738 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: 1,282,290 shares; 2024Q4: 1,364,837 shares; 2025Q1: 985,613 shares; 2025Q2: 1,061,465 shares; 2025Q3: 1,096,460 shares; 2025Q4: 1,130,882 shares 1,130,882 $53M 1.02% +34,422 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: 144,764 shares; 2024Q4: 159,475 shares; 2025Q1: 656,939 shares; 2025Q2: 540,013 shares; 2025Q3: 530,402 shares; 2025Q4: 566,163 shares 566,163 $52.5M 1.01% +35,761 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: 1,010,299 shares; 2024Q4: 1,113,537 shares; 2025Q1: 1,238,436 shares; 2025Q2: 1,406,732 shares; 2025Q3: 1,359,101 shares; 2025Q4: 1,419,817 shares 1,419,817 $52.3M 1% +60,716 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: 197,562 shares; 2024Q4: 207,805 shares; 2025Q1: 177,099 shares; 2025Q2: 174,538 shares; 2025Q3: 172,645 shares; 2025Q4: 165,761 shares 165,761 $52M 1% -6,884 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: not reported; 2024Q4: not reported; 2025Q1: 1,333,397 shares; 2025Q2: 1,526,881 shares; 2025Q3: 1,593,825 shares; 2025Q4: 1,742,820 shares 1,742,820 $49.9M 0.96% +148,995 Timeline VSMV 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: 321,949 shares; 2024Q4: 337,300 shares; 2025Q1: 332,569 shares; 2025Q2: 436,548 shares; 2025Q3: 589,771 shares; 2025Q4: 864,751 shares 864,751 $47.8M 0.92% +274,980 Timeline VSDA 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: 363,836 shares; 2024Q4: 388,560 shares; 2025Q1: 1,037,615 shares; 2025Q2: 1,081,362 shares; 2025Q3: 1,144,840 shares; 2025Q4: 867,794 shares 867,794 $45.8M 0.88% -277,046 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: not reported; 2024Q4: not reported; 2025Q1: 380,144 shares; 2025Q2: 595,164 shares; 2025Q3: 785,284 shares; 2025Q4: 1,187,582 shares 1,187,582 $45.4M 0.87% +402,298 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: 60,089 shares; 2024Q4: 60,572 shares; 2025Q1: 62,112 shares; 2025Q2: 65,543 shares; 2025Q3: 66,330 shares; 2025Q4: 68,359 shares 68,359 $42M 0.81% +2,029 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: 501,546 shares; 2024Q4: 650,188 shares; 2025Q1: 605,516 shares; 2025Q2: 602,991 shares; 2025Q3: 818,438 shares; 2025Q4: 802,376 shares 802,376 $40.6M 0.78% -16,062 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,318 shares; 2024Q4: 151,942 shares; 2025Q1: 152,957 shares; 2025Q2: 127,940 shares; 2025Q3: 125,748 shares; 2025Q4: 126,806 shares 126,806 $39.7M 0.76% +1,058 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: 1,247,843 shares; 2024Q4: 1,312,661 shares; 2025Q1: 638,790 shares; 2025Q2: 638,392 shares; 2025Q3: 655,367 shares; 2025Q4: 682,016 shares 682,016 $39.5M 0.76% +26,649 Timeline AVIG 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: 108,845 shares; 2024Q4: 119,531 shares; 2025Q1: 123,834 shares; 2025Q2: 110,272 shares; 2025Q3: 122,125 shares; 2025Q4: 906,426 shares 906,426 $38M 0.73% +784,301 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: 1,949,848 shares; 2024Q4: 2,099,644 shares; 2025Q1: 2,349,674 shares; 2025Q2: 2,316,948 shares; 2025Q3: 2,562,716 shares; 2025Q4: 1,413,637 shares 1,413,637 $36.4M 0.7% -1,149,079 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: 41,074 shares; 2024Q4: 45,746 shares; 2025Q1: 56,559 shares; 2025Q2: 48,486 shares; 2025Q3: 48,789 shares; 2025Q4: 54,355 shares 54,355 $35.9M 0.69% +5,566 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,651 shares; 2024Q4: 243,035 shares; 2025Q1: 289,695 shares; 2025Q2: 309,567 shares; 2025Q3: 330,509 shares; 2025Q4: 333,328 shares 333,328 $35.6M 0.68% +2,819 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: 84,892 shares; 2024Q4: 84,884 shares; 2025Q1: 87,773 shares; 2025Q2: 89,325 shares; 2025Q3: 89,820 shares; 2025Q4: 101,119 shares 101,119 $35M 0.67% +11,299 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: not reported; 2024Q4: not reported; 2025Q1: 690,688 shares; 2025Q2: 845,752 shares; 2025Q3: 854,787 shares; 2025Q4: 538,219 shares 538,219 $34.7M 0.67% -316,568 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905,293 shares; 2024Q4: 983,249 shares; 2025Q1: 1,063,973 shares; 2025Q2: 947,101 shares; 2025Q3: 1,231,999 shares; 2025Q4: 1,250,925 shares 1,250,925 $34.3M 0.66% +18,926 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: 68,912 shares; 2024Q4: 69,267 shares; 2025Q1: 70,602 shares; 2025Q2: 65,134 shares; 2025Q3: 67,420 shares; 2025Q4: 67,117 shares 67,117 $32.7M 0.63% -303 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: 515,094 shares; 2024Q4: 580,638 shares; 2025Q1: 514,857 shares; 2025Q2: 545,177 shares; 2025Q3: 555,751 shares; 2025Q4: 568,762 shares 568,762 $32.3M 0.62% +13,011 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: 147,061 shares; 2024Q4: 148,189 shares; 2025Q1: 121,968 shares; 2025Q2: 101,172 shares; 2025Q3: 103,074 shares; 2025Q4: 98,177 shares 98,177 $31.6M 0.61% -4,897 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: 307,569 shares; 2024Q4: 313,109 shares; 2025Q1: 345,716 shares; 2025Q2: 301,681 shares; 2025Q3: 305,151 shares; 2025Q4: 313,861 shares 313,861 $31.3M 0.6% +8,710 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: 38,559 shares; 2024Q4: 49,041 shares; 2025Q1: 50,343 shares; 2025Q2: 47,714 shares; 2025Q3: 50,305 shares; 2025Q4: 45,891 shares 45,891 $31.3M 0.6% -4,414 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: 166,676 shares; 2024Q4: 179,701 shares; 2025Q1: 169,206 shares; 2025Q2: 179,321 shares; 2025Q3: 172,682 shares; 2025Q4: 208,880 shares 208,880 $31.1M 0.6% +36,198 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: 177,771 shares; 2024Q4: 366,662 shares; 2025Q1: 424,148 shares; 2025Q2: 488,640 shares; 2025Q3: 504,133 shares; 2025Q4: 526,978 shares 526,978 $30.6M 0.59% +22,845 Timeline VFMO 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: 55,408 shares; 2024Q4: 77,817 shares; 2025Q1: 387,992 shares; 2025Q2: 348,637 shares; 2025Q3: 343,484 shares; 2025Q4: 159,160 shares 159,160 $30.4M 0.58% -184,324 Timeline USMF 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: 464,309 shares; 2024Q4: 458,373 shares; 2025Q1: 490,480 shares; 2025Q2: 531,185 shares; 2025Q3: 562,690 shares; 2025Q4: 590,319 shares 590,319 $30.3M 0.58% +27,629 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: 45,323 shares; 2024Q4: 233,384 shares; 2025Q1: 710,517 shares; 2025Q2: 967,375 shares; 2025Q3: 1,008,126 shares; 2025Q4: 1,110,269 shares 1,110,269 $30.2M 0.58% +102,143 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: 31,841 shares; 2024Q4: 42,676 shares; 2025Q1: 42,723 shares; 2025Q2: 526,970 shares; 2025Q3: 520,296 shares; 2025Q4: 463,306 shares 463,306 $29.8M 0.57% -56,990 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: 402,742 shares; 2024Q4: 219,415 shares; 2025Q1: 257,727 shares; 2025Q2: 527,287 shares; 2025Q3: 485,260 shares; 2025Q4: 485,760 shares 485,760 $29.2M 0.56% +500 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: 791,952 shares; 2024Q4: 825,398 shares; 2025Q1: 870,817 shares; 2025Q2: 899,660 shares; 2025Q3: 950,227 shares; 2025Q4: 1,001,701 shares 1,001,701 $28.9M 0.56% +51,474 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: 94,392 shares; 2024Q4: 87,956 shares; 2025Q1: 89,802 shares; 2025Q2: 98,184 shares; 2025Q3: 93,743 shares; 2025Q4: 85,534 shares 85,534 $28.7M 0.55% -8,209 Timeline IDVO 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: 647,847 shares; 2024Q4: 703,261 shares; 2025Q1: 674,175 shares; 2025Q2: 708,050 shares; 2025Q3: 721,103 shares; 2025Q4: 724,398 shares 724,398 $27.8M 0.53% +3,295 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536,599 shares; 2025Q4: 596,680 shares 596,680 $27.3M 0.52% +60,081 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: 258,670 shares; 2024Q4: 851,307 shares; 2025Q1: 907,271 shares; 2025Q2: 889,213 shares; 2025Q3: 949,265 shares; 2025Q4: 957,238 shares 957,238 $26.3M 0.5% +7,973 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,375 shares; 2024Q4: 505,165 shares; 2025Q1: 519,936 shares; 2025Q2: 514,568 shares; 2025Q3: 524,383 shares; 2025Q4: 535,835 shares 535,835 $25.6M 0.49% +11,452 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: 59,264 shares; 2024Q4: 45,729 shares; 2025Q1: 36,132 shares; 2025Q2: 36,619 shares; 2025Q3: 38,252 shares; 2025Q4: 40,587 shares 40,587 $25.5M 0.49% +2,335 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 521,259 shares 521,259 $25.2M 0.48% new 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: 143,303 shares; 2024Q4: 146,248 shares; 2025Q1: 150,127 shares; 2025Q2: 142,784 shares; 2025Q3: 132,748 shares; 2025Q4: 130,047 shares 130,047 $24.8M 0.48% -2,701 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: 52,932 shares; 2024Q4: 56,115 shares; 2025Q1: 57,286 shares; 2025Q2: 84,184 shares; 2025Q3: 83,260 shares; 2025Q4: 166,511 shares 166,511 $24M 0.46% +83,251 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: 524,609 shares; 2024Q4: 601,430 shares; 2025Q1: 409,231 shares; 2025Q2: 252,383 shares; 2025Q3: 263,168 shares; 2025Q4: 264,176 shares 264,176 $24M 0.46% +1,008 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares; 2025Q3: 29,256 shares; 2025Q4: 329,905 shares 329,905 $22.5M 0.43% +300,649 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,101 shares; 2024Q4: 88,277 shares; 2025Q1: 332,069 shares; 2025Q2: 413,329 shares; 2025Q3: 448,864 shares; 2025Q4: 464,532 shares 464,532 $22.3M 0.43% +15,668 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: 43,422 shares; 2024Q4: 59,877 shares; 2025Q1: 260,529 shares; 2025Q2: 400,065 shares; 2025Q3: 468,316 shares; 2025Q4: 496,245 shares 496,245 $21.7M 0.42% +27,929 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: 31,379 shares; 2024Q4: 32,755 shares; 2025Q1: 30,645 shares; 2025Q2: 30,126 shares; 2025Q3: 30,191 shares; 2025Q4: 31,449 shares 31,449 $21.5M 0.41% +1,258 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414,729 shares; 2025Q3: 557,258 shares; 2025Q4: 473,091 shares 473,091 $21.4M 0.41% -84,167 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: 7,138 shares; 2024Q4: 6,956 shares; 2025Q1: 8,605 shares; 2025Q2: 433,047 shares; 2025Q3: 457,909 shares; 2025Q4: 472,655 shares 472,655 $21.4M 0.41% +14,746 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,094 shares; 2025Q3: 21,323 shares; 2025Q4: 454,774 shares 454,774 $21.1M 0.4% +433,451 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: 23,094 shares; 2024Q4: 24,756 shares; 2025Q1: 23,366 shares; 2025Q2: 17,937 shares; 2025Q3: 19,617 shares; 2025Q4: 19,012 shares 19,012 $20.4M 0.39% -605 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: 69,208 shares; 2024Q4: 67,382 shares; 2025Q1: 72,085 shares; 2025Q2: 71,391 shares; 2025Q3: 70,841 shares; 2025Q4: 72,085 shares 72,085 $18.6M 0.36% +1,244 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: 217,229 shares; 2024Q4: 221,031 shares; 2025Q1: 173,389 shares; 2025Q2: 164,696 shares; 2025Q3: 176,251 shares; 2025Q4: 166,310 shares 166,310 $18.5M 0.36% -9,941 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: 62,342 shares; 2024Q4: 69,197 shares; 2025Q1: 95,672 shares; 2025Q2: 60,645 shares; 2025Q3: 59,207 shares; 2025Q4: 63,309 shares 63,309 $18.4M 0.35% +4,102 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,937 shares; 2024Q4: 66,135 shares; 2025Q1: 82,200 shares; 2025Q2: 84,002 shares; 2025Q3: 83,304 shares; 2025Q4: 83,105 shares 83,105 $18.3M 0.35% -199 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: 75,529 shares; 2024Q4: 76,728 shares; 2025Q1: 70,278 shares; 2025Q2: 50,873 shares; 2025Q3: 55,862 shares; 2025Q4: 51,695 shares 51,695 $18.1M 0.35% -4,167 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: 45,595 shares; 2024Q4: 40,475 shares; 2025Q1: 40,763 shares; 2025Q2: 37,842 shares; 2025Q3: 38,021 shares; 2025Q4: 38,082 shares 38,082 $18M 0.35% +61 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: 46,018 shares; 2024Q4: 47,646 shares; 2025Q1: 47,231 shares; 2025Q2: 35,611 shares; 2025Q3: 35,228 shares; 2025Q4: 35,429 shares 35,429 $17.8M 0.34% +201 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,274 shares; 2024Q4: 55,386 shares; 2025Q1: 187,544 shares; 2025Q2: 213,589 shares; 2025Q3: 221,579 shares; 2025Q4: 225,815 shares 225,815 $17.6M 0.34% +4,236 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: 62,893 shares; 2025Q1: 274,644 shares; 2025Q2: 344,272 shares; 2025Q3: 395,618 shares; 2025Q4: 496,331 shares 496,331 $17.5M 0.34% +100,713 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: 39,405 shares; 2024Q4: 36,205 shares; 2025Q1: 38,915 shares; 2025Q2: 37,889 shares; 2025Q3: 38,914 shares; 2025Q4: 37,072 shares 37,072 $16.7M 0.32% -1,842 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,709 shares; 2024Q4: 126,600 shares; 2025Q1: 154,729 shares; 2025Q2: 247,121 shares; 2025Q3: 289,752 shares; 2025Q4: 338,711 shares 338,711 $16.6M 0.32% +48,959 Timeline DGS 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: 230,290 shares; 2024Q4: 246,357 shares; 2025Q1: 257,389 shares; 2025Q2: 279,920 shares; 2025Q3: 285,326 shares; 2025Q4: 289,854 shares 289,854 $16.6M 0.32% +4,528 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: 631,929 shares; 2024Q4: 531,916 shares; 2025Q1: 641,319 shares; 2025Q2: 352,118 shares; 2025Q3: 361,538 shares; 2025Q4: 480,036 shares 480,036 $16.4M 0.32% +118,498 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: 49,628 shares; 2024Q4: 53,434 shares; 2025Q1: 65,265 shares; 2025Q2: 38,268 shares; 2025Q3: 41,406 shares; 2025Q4: 45,446 shares 45,446 $16.4M 0.31% +4,040 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: 82,876 shares; 2024Q4: 84,130 shares; 2025Q1: 82,127 shares; 2025Q2: 78,581 shares; 2025Q3: 74,772 shares; 2025Q4: 71,310 shares 71,310 $16.3M 0.31% -3,462 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: 162,292 shares; 2024Q4: 165,542 shares; 2025Q1: 198,303 shares; 2025Q2: 208,315 shares; 2025Q3: 181,894 shares; 2025Q4: 182,150 shares 182,150 $16.3M 0.31% +256 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: 133,114 shares; 2024Q4: 174,202 shares; 2025Q1: 174,573 shares; 2025Q2: 165,291 shares; 2025Q3: 162,589 shares; 2025Q4: 173,993 shares 173,993 $15.9M 0.31% +11,404 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: 132,291 shares; 2024Q4: 90,175 shares; 2025Q1: 69,435 shares; 2025Q2: 66,617 shares; 2025Q3: 68,854 shares; 2025Q4: 69,852 shares 69,852 $14.5M 0.28% +998 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,399 shares; 2024Q4: 38,896 shares; 2025Q1: 148,945 shares; 2025Q2: 270,280 shares; 2025Q3: 292,115 shares; 2025Q4: 210,328 shares 210,328 $14M 0.27% -81,787 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: 276,122 shares; 2024Q4: 290,679 shares; 2025Q1: 285,614 shares; 2025Q2: 107,866 shares; 2025Q3: 100,876 shares; 2025Q4: 126,376 shares 126,376 $13.5M 0.26% +25,500 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: 39,104 shares; 2024Q4: 35,131 shares; 2025Q1: 34,998 shares; 2025Q2: 29,543 shares; 2025Q3: 31,857 shares; 2025Q4: 33,949 shares 33,949 $13.5M 0.26% +2,092 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: 95,793 shares; 2025Q1: 99,744 shares; 2025Q2: 105,577 shares; 2025Q3: 115,692 shares; 2025Q4: 169,135 shares 169,135 $13.4M 0.26% +53,443 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388,600 shares; 2025Q3: 139,105 shares; 2025Q4: 136,318 shares 136,318 $13.3M 0.26% -2,787 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: 8,354 shares; 2024Q4: 8,497 shares; 2025Q1: 11,576 shares; 2025Q2: 11,953 shares; 2025Q3: 14,192 shares; 2025Q4: 139,470 shares 139,470 $13.1M 0.25% +125,278 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: 38,999 shares; 2024Q4: 38,889 shares; 2025Q1: 36,292 shares; 2025Q2: 36,639 shares; 2025Q3: 40,097 shares; 2025Q4: 37,994 shares 37,994 $13.1M 0.25% -2,103 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: 61,127 shares; 2024Q4: 62,311 shares; 2025Q1: 48,786 shares; 2025Q2: 44,341 shares; 2025Q3: 43,989 shares; 2025Q4: 42,320 shares 42,320 $12.9M 0.25% -1,669 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: 58,811 shares; 2024Q4: 60,792 shares; 2025Q1: 74,570 shares; 2025Q2: 154,199 shares; 2025Q3: 162,073 shares; 2025Q4: 132,182 shares 132,182 $12.7M 0.24% -29,891 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: 829,133 shares; 2024Q4: 988,042 shares; 2025Q1: 1,305,608 shares; 2025Q2: 553,255 shares; 2025Q3: 518,488 shares; 2025Q4: 235,616 shares 235,616 $11.9M 0.23% -282,872 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: 97,166 shares; 2024Q4: 123,791 shares; 2025Q1: 130,724 shares; 2025Q2: 128,222 shares; 2025Q3: 96,293 shares; 2025Q4: 95,398 shares 95,398 $11.8M 0.23% -895 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: 177,550 shares; 2024Q4: 207,705 shares; 2025Q1: 232,723 shares; 2025Q2: 236,857 shares; 2025Q3: 256,413 shares; 2025Q4: 262,486 shares 262,486 $11.7M 0.22% +6,073 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: 1,114,258 shares; 2024Q4: 937,439 shares; 2025Q1: 958,702 shares; 2025Q2: 899,236 shares; 2025Q3: 896,174 shares; 2025Q4: 290,006 shares 290,006 $11.5M 0.22% -606,168 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: not reported; 2024Q4: not reported; 2025Q1: 20,213 shares; 2025Q2: 74,533 shares; 2025Q3: 85,395 shares; 2025Q4: 92,591 shares 92,591 $11.4M 0.22% +7,196 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,417 shares; 2025Q4: 247,577 shares 247,577 $11.4M 0.22% +58,160 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: 16,530 shares; 2024Q4: 16,592 shares; 2025Q1: 17,314 shares; 2025Q2: 12,397 shares; 2025Q3: 13,076 shares; 2025Q4: 13,020 shares 13,020 $11.2M 0.22% -56 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 355,650 shares 355,650 $11M 0.21% new Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,627 shares; 2024Q4: 220,153 shares; 2025Q1: 239,774 shares; 2025Q2: 246,598 shares; 2025Q3: 260,152 shares; 2025Q4: 302,052 shares 302,052 $10.9M 0.21% +41,900 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,960 shares; 2024Q4: 409,581 shares; 2025Q1: 475,919 shares; 2025Q2: 229,429 shares; 2025Q3: 202,501 shares; 2025Q4: 212,930 shares 212,930 $10.8M 0.21% +10,429 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: 117,376 shares; 2024Q4: 114,898 shares; 2025Q1: 110,018 shares; 2025Q2: 102,218 shares; 2025Q3: 96,115 shares; 2025Q4: 87,474 shares 87,474 $10.7M 0.2% -8,641 Timeline JSML 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: 134,083 shares; 2024Q4: 133,843 shares; 2025Q1: 146,326 shares; 2025Q2: 141,419 shares; 2025Q3: 144,603 shares; 2025Q4: 144,269 shares 144,269 $10.6M 0.2% -334 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: 35,539 shares; 2024Q4: 34,008 shares; 2025Q1: 34,389 shares; 2025Q2: 63,613 shares; 2025Q3: 67,948 shares; 2025Q4: 61,476 shares 61,476 $10.5M 0.2% -6,472 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: 265,479 shares; 2024Q4: 707,094 shares; 2025Q1: 669,003 shares; 2025Q2: 415,324 shares; 2025Q3: 404,265 shares; 2025Q4: 400,609 shares 400,609 $10.5M 0.2% -3,656 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,816 shares; 2024Q4: 432,428 shares; 2025Q1: 421,684 shares; 2025Q2: 412,212 shares; 2025Q3: 433,488 shares; 2025Q4: 422,597 shares 422,597 $10.3M 0.2% -10,891 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,837 shares; 2025Q3: 167,697 shares; 2025Q4: 168,549 shares 168,549 $10.2M 0.2% +852 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,132 shares; 2024Q4: 31,516 shares; 2025Q1: 33,163 shares; 2025Q2: 87,667 shares; 2025Q3: 84,526 shares; 2025Q4: 127,507 shares 127,507 $10M 0.19% +42,981 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: 40,962 shares; 2024Q4: 39,923 shares; 2025Q1: 39,658 shares; 2025Q2: 39,293 shares; 2025Q3: 30,588 shares; 2025Q4: 30,366 shares 30,366 $10M 0.19% -222 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: 142,579 shares; 2024Q4: 153,285 shares; 2025Q1: 146,717 shares; 2025Q2: 138,942 shares; 2025Q3: 136,715 shares; 2025Q4: 123,682 shares 123,682 $9.93M 0.19% -13,033 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: 152,730 shares; 2024Q4: 173,922 shares; 2025Q1: 190,647 shares; 2025Q2: 192,507 shares; 2025Q3: 202,125 shares; 2025Q4: 206,937 shares 206,937 $9.69M 0.19% +4,812 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: 67,921 shares; 2024Q4: 65,503 shares; 2025Q1: 60,201 shares; 2025Q2: 47,319 shares; 2025Q3: 33,085 shares; 2025Q4: 36,322 shares 36,322 $9.62M 0.18% +3,237 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,481 shares; 2025Q1: 83,320 shares; 2025Q2: 84,124 shares; 2025Q3: 72,889 shares; 2025Q4: 73,213 shares 73,213 $9.59M 0.18% +324 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: 78,834 shares; 2024Q4: 80,598 shares; 2025Q1: 63,076 shares; 2025Q2: 66,662 shares; 2025Q3: 68,322 shares; 2025Q4: 66,564 shares 66,564 $9.54M 0.18% -1,758 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,765 shares; 2024Q4: 180,329 shares; 2025Q1: 181,364 shares; 2025Q2: 178,208 shares; 2025Q3: 182,030 shares; 2025Q4: 184,997 shares 184,997 $9.48M 0.18% +2,967 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: 8,621 shares; 2024Q4: 10,124 shares; 2025Q1: 9,912 shares; 2025Q2: 37,264 shares; 2025Q3: 29,606 shares; 2025Q4: 30,782 shares 30,782 $9.35M 0.18% +1,176 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,899 shares; 2024Q4: 427,184 shares; 2025Q1: 417,258 shares; 2025Q2: 389,148 shares; 2025Q3: 375,459 shares; 2025Q4: 387,890 shares 387,890 $9.32M 0.18% +12,431 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: 71,458 shares; 2024Q4: 69,927 shares; 2025Q1: 66,711 shares; 2025Q2: 45,762 shares; 2025Q3: 47,035 shares; 2025Q4: 47,499 shares 47,499 $9.27M 0.18% +464 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: 142,170 shares; 2024Q4: 112,155 shares; 2025Q1: 107,266 shares; 2025Q2: 102,652 shares; 2025Q3: 102,948 shares; 2025Q4: 95,340 shares 95,340 $8.82M 0.17% -7,608 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: 43,006 shares; 2024Q4: 43,534 shares; 2025Q1: 43,886 shares; 2025Q2: 41,606 shares; 2025Q3: 41,262 shares; 2025Q4: 41,564 shares 41,564 $8.81M 0.17% +302 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: 58,665 shares; 2024Q4: 93,078 shares; 2025Q1: 157,094 shares; 2025Q2: 194,938 shares; 2025Q3: 209,973 shares; 2025Q4: 218,920 shares 218,920 $8.81M 0.17% +8,947 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,474 shares; 2024Q4: 203,216 shares; 2025Q1: 200,474 shares; 2025Q2: 198,493 shares; 2025Q3: 205,212 shares; 2025Q4: 212,935 shares 212,935 $8.81M 0.17% +7,723 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: not reported; 2025Q1: not reported; 2025Q2: 67,553 shares; 2025Q3: 72,529 shares; 2025Q4: 80,191 shares 80,191 $8.79M 0.17% +7,662 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: 229,427 shares; 2024Q4: 235,566 shares; 2025Q1: 238,879 shares; 2025Q2: 134,411 shares; 2025Q3: 143,650 shares; 2025Q4: 140,654 shares 140,654 $8.79M 0.17% -2,996 Timeline FNDA 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: 28,987 shares; 2024Q4: 131,819 shares; 2025Q1: 499,337 shares; 2025Q2: 352,319 shares; 2025Q3: 358,665 shares; 2025Q4: 274,683 shares 274,683 $8.65M 0.17% -83,982 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: 151,772 shares; 2024Q4: 147,236 shares; 2025Q1: 147,347 shares; 2025Q2: 145,347 shares; 2025Q3: 145,302 shares; 2025Q4: 145,821 shares 145,821 $8.41M 0.16% +519 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: 87,242 shares; 2024Q4: 47,398 shares; 2025Q1: 36,460 shares; 2025Q2: 37,534 shares; 2025Q3: 40,393 shares; 2025Q4: 47,198 shares 47,198 $8.39M 0.16% +6,805 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: 65,895 shares; 2024Q4: 108,253 shares; 2025Q1: 95,793 shares; 2025Q2: 65,798 shares; 2025Q3: 60,828 shares; 2025Q4: 54,687 shares 54,687 $8.34M 0.16% -6,141 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: 7,176 shares; 2024Q4: 6,966 shares; 2025Q1: 48,149 shares; 2025Q2: 57,657 shares; 2025Q3: 49,788 shares; 2025Q4: 46,823 shares 46,823 $8.31M 0.16% -2,965 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: 259,027 shares; 2024Q4: 239,373 shares; 2025Q1: 259,052 shares; 2025Q2: 144,998 shares; 2025Q3: 140,991 shares; 2025Q4: 149,066 shares 149,066 $8.2M 0.16% +8,075 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: 150,431 shares; 2024Q4: 158,671 shares; 2025Q1: 161,842 shares; 2025Q2: 159,457 shares; 2025Q3: 169,465 shares; 2025Q4: 184,141 shares 184,141 $8.19M 0.16% +14,676 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: 67,135 shares; 2024Q4: 66,404 shares; 2025Q1: 66,297 shares; 2025Q2: 80,273 shares; 2025Q3: 88,800 shares; 2025Q4: 100,778 shares 100,778 $8.18M 0.16% +11,978 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: 81,689 shares; 2024Q4: 83,467 shares; 2025Q1: 81,742 shares; 2025Q2: 78,418 shares; 2025Q3: 81,216 shares; 2025Q4: 89,668 shares 89,668 $8.02M 0.15% +8,452 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: 75,936 shares; 2024Q4: 76,228 shares; 2025Q1: 75,397 shares; 2025Q2: 74,592 shares; 2025Q3: 80,389 shares; 2025Q4: 83,516 shares 83,516 $8.02M 0.15% +3,127 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: not reported; 2025Q3: not reported; 2025Q4: 211,946 shares 211,946 $8.01M 0.15% new 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: 144,290 shares; 2024Q4: 154,715 shares; 2025Q1: 149,378 shares; 2025Q2: 114,272 shares; 2025Q3: 120,962 shares; 2025Q4: 158,301 shares 158,301 $7.96M 0.15% +37,339 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,950 shares; 2025Q3: 128,794 shares; 2025Q4: 108,777 shares 108,777 $7.83M 0.15% -20,017 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: 13,223 shares; 2024Q4: 23,231 shares; 2025Q1: 28,893 shares; 2025Q2: 25,561 shares; 2025Q3: 19,066 shares; 2025Q4: 202,755 shares 202,755 $7.77M 0.15% +183,689 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: 508,342 shares; 2024Q4: 457,855 shares; 2025Q1: 437,639 shares; 2025Q2: 342,997 shares; 2025Q3: 335,031 shares; 2025Q4: 321,706 shares 321,706 $7.61M 0.15% -13,325 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: 138,333 shares; 2024Q4: 159,271 shares; 2025Q1: 161,387 shares; 2025Q2: 176,416 shares; 2025Q3: 145,457 shares; 2025Q4: 114,493 shares 114,493 $7.56M 0.15% -30,964 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: 22,902 shares; 2024Q4: 23,004 shares; 2025Q1: 23,623 shares; 2025Q2: 23,484 shares; 2025Q3: 23,183 shares; 2025Q4: 23,639 shares 23,639 $7.44M 0.14% +456 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: 20,182 shares; 2024Q4: 28,530 shares; 2025Q1: 42,544 shares; 2025Q2: 63,758 shares; 2025Q3: 84,131 shares; 2025Q4: 89,576 shares 89,576 $7.39M 0.14% +5,445 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: 120,109 shares; 2024Q4: 125,346 shares; 2025Q1: 134,132 shares; 2025Q2: 128,997 shares; 2025Q3: 131,096 shares; 2025Q4: 136,373 shares 136,373 $7.37M 0.14% +5,277 Timeline FEX 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: 66,538 shares; 2024Q4: 64,996 shares; 2025Q1: 63,435 shares; 2025Q2: 62,763 shares; 2025Q3: 62,753 shares; 2025Q4: 61,737 shares 61,737 $7.32M 0.14% -1,016 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,630 shares; 2024Q4: 30,440 shares; 2025Q1: 34,513 shares; 2025Q2: 32,055 shares; 2025Q3: 31,216 shares; 2025Q4: 31,028 shares 31,028 $7.14M 0.14% -188 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 32,948 shares; 2025Q1: 45,514 shares; 2025Q2: 39,810 shares; 2025Q3: 38,974 shares; 2025Q4: 26,842 shares 26,842 $7.05M 0.14% -12,132 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: 154,291 shares; 2024Q4: 132,570 shares; 2025Q1: 171,006 shares; 2025Q2: 129,788 shares; 2025Q3: 129,164 shares; 2025Q4: 138,397 shares 138,397 $6.99M 0.13% +9,233 Timeline CGSD 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: 251,230 shares; 2024Q4: 268,796 shares; 2025Q1: 294,667 shares; 2025Q2: 328,320 shares; 2025Q3: 329,137 shares; 2025Q4: 267,218 shares 267,218 $6.95M 0.13% -61,919 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 28,759 shares; 2025Q1: 40,128 shares; 2025Q2: 42,974 shares; 2025Q3: 44,165 shares; 2025Q4: 42,600 shares 42,600 $6.9M 0.13% -1,565 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,435 shares; 2024Q4: 62,926 shares; 2025Q1: 71,353 shares; 2025Q2: 108,503 shares; 2025Q3: 117,598 shares; 2025Q4: 127,875 shares 127,875 $6.86M 0.13% +10,277 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 14,495 shares; 2025Q1: 13,444 shares; 2025Q2: 31,597 shares; 2025Q3: 33,420 shares; 2025Q4: 28,691 shares 28,691 $6.64M 0.13% -4,729 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 190,136 shares; 2025Q3: 188,220 shares; 2025Q4: 183,649 shares 183,649 $6.63M 0.13% -4,571 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: 16,527 shares; 2024Q4: 112,069 shares; 2025Q1: 109,556 shares; 2025Q2: 103,461 shares; 2025Q3: 100,850 shares; 2025Q4: 100,633 shares 100,633 $6.59M 0.13% -217 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: 24,053 shares; 2024Q4: 25,229 shares; 2025Q1: 47,926 shares; 2025Q2: 67,847 shares; 2025Q3: 74,391 shares; 2025Q4: 78,084 shares 78,084 $6.47M 0.12% +3,693 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: 82,077 shares; 2024Q4: 83,589 shares; 2025Q1: 54,759 shares; 2025Q2: 58,591 shares; 2025Q3: 56,516 shares; 2025Q4: 53,529 shares 53,529 $6.44M 0.12% -2,987 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: 18,194 shares; 2024Q4: 34,732 shares; 2025Q1: 60,310 shares; 2025Q2: 36,426 shares; 2025Q3: 37,201 shares; 2025Q4: 34,181 shares 34,181 $6.3M 0.12% -3,020 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,535 shares; 2024Q4: 166,531 shares; 2025Q1: 193,975 shares; 2025Q2: 222,190 shares; 2025Q3: 226,123 shares; 2025Q4: 229,833 shares 229,833 $6.27M 0.12% +3,710 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: 7,091 shares; 2024Q4: 8,331 shares; 2025Q1: 11,337 shares; 2025Q2: 11,390 shares; 2025Q3: 12,488 shares; 2025Q4: 13,275 shares 13,275 $6.22M 0.12% +787 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: 36,036 shares; 2024Q4: 42,387 shares; 2025Q1: 39,051 shares; 2025Q2: 60,375 shares; 2025Q3: 67,637 shares; 2025Q4: 89,550 shares 89,550 $6.22M 0.12% +21,913 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: 81,588 shares; 2024Q4: 82,565 shares; 2025Q1: 75,601 shares; 2025Q2: 69,366 shares; 2025Q3: 71,267 shares; 2025Q4: 73,180 shares 73,180 $6.19M 0.12% +1,913 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: 60,291 shares; 2024Q4: 57,214 shares; 2025Q1: 63,504 shares; 2025Q2: 51,595 shares; 2025Q3: 61,521 shares; 2025Q4: 56,077 shares 56,077 $6.16M 0.12% -5,444 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: 13,763 shares; 2024Q4: 16,953 shares; 2025Q1: 14,602 shares; 2025Q2: 16,013 shares; 2025Q3: 15,520 shares; 2025Q4: 16,001 shares 16,001 $5.98M 0.11% +481 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: 36,848 shares; 2024Q4: 37,232 shares; 2025Q1: 40,667 shares; 2025Q2: 42,228 shares; 2025Q3: 48,253 shares; 2025Q4: 49,689 shares 49,689 $5.93M 0.11% +1,436 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,764 shares; 2025Q1: 5,763 shares; 2025Q2: 5,707 shares; 2025Q3: 5,926 shares; 2025Q4: 8,837 shares 8,837 $5.78M 0.11% +2,911 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,104 shares; 2024Q4: 248,684 shares; 2025Q1: 247,335 shares; 2025Q2: 245,669 shares; 2025Q3: 243,902 shares; 2025Q4: 243,784 shares 243,784 $5.77M 0.11% -118 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: 20,026 shares; 2024Q4: 20,914 shares; 2025Q1: 28,084 shares; 2025Q2: 24,300 shares; 2025Q3: 27,614 shares; 2025Q4: 28,992 shares 28,992 $5.65M 0.11% +1,378 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,957 shares; 2024Q4: 333,303 shares; 2025Q1: 299,487 shares; 2025Q2: 218,859 shares; 2025Q3: 216,040 shares; 2025Q4: 212,723 shares 212,723 $5.52M 0.11% -3,317 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: 42,798 shares; 2024Q4: 163,303 shares; 2025Q1: 168,559 shares; 2025Q2: 164,714 shares; 2025Q3: 159,281 shares; 2025Q4: 168,879 shares 168,879 $5.51M 0.11% +9,598 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 6,138 shares; 2025Q1: 9,135 shares; 2025Q2: 8,551 shares; 2025Q3: 8,785 shares; 2025Q4: 8,996 shares 8,996 $5.5M 0.11% +211 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: 43,773 shares; 2024Q4: 60,023 shares; 2025Q1: 44,504 shares; 2025Q2: 45,118 shares; 2025Q3: 45,462 shares; 2025Q4: 45,873 shares 45,873 $5.4M 0.1% +411 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,844 shares; 2024Q4: 40,975 shares; 2025Q1: 39,440 shares; 2025Q2: 33,662 shares; 2025Q3: 34,748 shares; 2025Q4: 30,723 shares 30,723 $5.39M 0.1% -4,025 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: 76,711 shares; 2024Q4: 78,160 shares; 2025Q1: 82,237 shares; 2025Q2: 86,724 shares; 2025Q3: 88,715 shares; 2025Q4: 89,884 shares 89,884 $5.39M 0.1% +1,169 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: 26,830 shares; 2024Q4: 28,927 shares; 2025Q1: 46,184 shares; 2025Q2: 60,391 shares; 2025Q3: 67,814 shares; 2025Q4: 65,252 shares 65,252 $5.38M 0.1% -2,562 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,664 shares; 2024Q4: 43,055 shares; 2025Q1: 14,593 shares; 2025Q2: 52,022 shares; 2025Q3: 47,270 shares; 2025Q4: 38,951 shares 38,951 $5.37M 0.1% -8,319 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,556 shares; 2025Q3: 92,043 shares; 2025Q4: 104,034 shares 104,034 $5.36M 0.1% +11,991 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: 24,902 shares; 2024Q4: 25,102 shares; 2025Q1: 27,475 shares; 2025Q2: 31,256 shares; 2025Q3: 42,702 shares; 2025Q4: 42,709 shares 42,709 $5.35M 0.1% +7 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: 56,330 shares; 2024Q4: 104,301 shares; 2025Q1: 141,001 shares; 2025Q2: 308,698 shares; 2025Q3: 310,706 shares; 2025Q4: 93,446 shares 93,446 $5.35M 0.1% -217,260 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: 27,522 shares; 2024Q4: 25,341 shares; 2025Q1: 25,618 shares; 2025Q2: 25,999 shares; 2025Q3: 25,137 shares; 2025Q4: 25,202 shares 25,202 $5.3M 0.1% +65 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: 77,657 shares; 2024Q4: 77,859 shares; 2025Q1: 77,569 shares; 2025Q2: 71,634 shares; 2025Q3: 74,972 shares; 2025Q4: 85,250 shares 85,250 $5.21M 0.1% +10,278 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,549 shares; 2024Q4: 49,820 shares; 2025Q1: 49,903 shares; 2025Q2: 51,390 shares; 2025Q3: 51,040 shares; 2025Q4: 43,298 shares 43,298 $5.17M 0.1% -7,742 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: 10,295 shares; 2024Q4: 10,108 shares; 2025Q1: 10,552 shares; 2025Q2: 9,294 shares; 2025Q3: 9,066 shares; 2025Q4: 8,989 shares 8,989 $5.15M 0.1% -77 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: 88,795 shares; 2024Q4: 88,019 shares; 2025Q1: 89,895 shares; 2025Q2: 90,310 shares; 2025Q3: 97,109 shares; 2025Q4: 95,223 shares 95,223 $5.12M 0.1% -1,886 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: 78,805 shares; 2024Q4: 74,266 shares; 2025Q1: 72,920 shares; 2025Q2: 66,307 shares; 2025Q3: 66,833 shares; 2025Q4: 66,005 shares 66,005 $5.08M 0.1% -828 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: 105,487 shares; 2024Q4: 109,915 shares; 2025Q1: 89,008 shares; 2025Q2: 39,695 shares; 2025Q3: 34,378 shares; 2025Q4: 35,227 shares 35,227 $5.06M 0.1% +849 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: 47,334 shares; 2024Q4: 63,793 shares; 2025Q1: 87,629 shares; 2025Q2: 92,968 shares; 2025Q3: 114,119 shares; 2025Q4: 134,794 shares 134,794 $5.04M 0.1% +20,675 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,739 shares; 2025Q1: 95,557 shares; 2025Q2: 132,905 shares; 2025Q3: 155,869 shares; 2025Q4: 163,781 shares 163,781 $4.99M 0.1% +7,912 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: 87,940 shares; 2024Q4: 87,092 shares; 2025Q1: 87,082 shares; 2025Q2: 89,186 shares; 2025Q3: 83,556 shares; 2025Q4: 84,223 shares 84,223 $4.99M 0.1% +667 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: 48,308 shares; 2024Q4: 37,552 shares; 2025Q1: 36,924 shares; 2025Q2: 36,893 shares; 2025Q3: 36,506 shares; 2025Q4: 36,328 shares 36,328 $4.97M 0.1% -178 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: 31,456 shares; 2024Q4: 21,479 shares; 2025Q1: 21,229 shares; 2025Q2: 25,973 shares; 2025Q3: 32,427 shares; 2025Q4: 31,425 shares 31,425 $4.92M 0.09% -1,002 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: 38,532 shares; 2024Q4: 34,348 shares; 2025Q1: 41,513 shares; 2025Q2: 42,159 shares; 2025Q3: 42,627 shares; 2025Q4: 41,937 shares 41,937 $4.89M 0.09% -690 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: 44,611 shares; 2024Q4: 47,831 shares; 2025Q1: 47,443 shares; 2025Q2: 45,630 shares; 2025Q3: 51,486 shares; 2025Q4: 59,692 shares 59,692 $4.88M 0.09% +8,206 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: 23,423 shares; 2024Q4: 23,024 shares; 2025Q1: 26,345 shares; 2025Q2: 30,573 shares; 2025Q3: 28,823 shares; 2025Q4: 29,034 shares 29,034 $4.88M 0.09% +211 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: 73,391 shares; 2024Q4: 72,792 shares; 2025Q1: 75,330 shares; 2025Q2: 69,088 shares; 2025Q3: 69,286 shares; 2025Q4: 69,880 shares 69,880 $4.85M 0.09% +594 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: 258,520 shares; 2024Q4: 307,456 shares; 2025Q1: 306,110 shares; 2025Q2: 129,049 shares; 2025Q3: 142,322 shares; 2025Q4: 181,780 shares 181,780 $4.85M 0.09% +39,458 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: 86,777 shares; 2024Q4: 176,126 shares; 2025Q1: 187,326 shares; 2025Q2: 203,112 shares; 2025Q3: 208,435 shares; 2025Q4: 208,407 shares 208,407 $4.8M 0.09% -28 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: 102,663 shares; 2024Q4: 108,775 shares; 2025Q1: 104,124 shares; 2025Q2: 98,964 shares; 2025Q3: 47,017 shares; 2025Q4: 45,189 shares 45,189 $4.76M 0.09% -1,828 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: 17,813 shares; 2024Q4: 17,456 shares; 2025Q1: 17,380 shares; 2025Q2: 15,529 shares; 2025Q3: 15,756 shares; 2025Q4: 15,465 shares 15,465 $4.67M 0.09% -291 Timeline SHYD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,869 shares; 2025Q4: 203,526 shares 203,526 $4.66M 0.09% -9,343 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: 10,654 shares; 2024Q4: 10,978 shares; 2025Q1: 11,375 shares; 2025Q2: 11,401 shares; 2025Q3: 11,493 shares; 2025Q4: 14,926 shares 14,926 $4.6M 0.09% +3,433 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183,841 shares; 2025Q3: 183,105 shares; 2025Q4: 184,807 shares 184,807 $4.59M 0.09% +1,702 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: 14,649 shares; 2024Q4: 14,661 shares; 2025Q1: 14,615 shares; 2025Q2: 14,397 shares; 2025Q3: 15,184 shares; 2025Q4: 15,398 shares 15,398 $4.56M 0.09% +214 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,358 shares; 2025Q1: 10,554 shares; 2025Q2: 10,569 shares; 2025Q3: 10,570 shares; 2025Q4: 10,709 shares 10,709 $4.52M 0.09% +139 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: 1,436,433 shares; 2024Q4: 1,588,291 shares; 2025Q1: 1,601,770 shares; 2025Q2: 29,971 shares; 2025Q3: 43,871 shares; 2025Q4: 53,353 shares 53,353 $4.47M 0.09% +9,482 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: 15,578 shares; 2024Q4: 35,070 shares; 2025Q1: 79,178 shares; 2025Q2: 23,616 shares; 2025Q3: 24,928 shares; 2025Q4: 25,109 shares 25,109 $4.45M 0.09% +181 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: 24,451 shares; 2024Q4: 24,308 shares; 2025Q1: 24,126 shares; 2025Q2: 27,993 shares; 2025Q3: 28,169 shares; 2025Q4: 28,717 shares 28,717 $4.43M 0.09% +548 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: 23,876 shares; 2024Q4: 23,796 shares; 2025Q1: 24,564 shares; 2025Q2: 25,052 shares; 2025Q3: 24,913 shares; 2025Q4: 25,916 shares 25,916 $4.42M 0.08% +1,003 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: 16,324 shares; 2024Q4: 13,425 shares; 2025Q1: 13,690 shares; 2025Q2: 13,618 shares; 2025Q3: 13,513 shares; 2025Q4: 13,658 shares 13,658 $4.41M 0.08% +145 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: 36,713 shares; 2024Q4: 38,919 shares; 2025Q1: 31,984 shares; 2025Q2: 10,862 shares; 2025Q3: 9,404 shares; 2025Q4: 8,914 shares 8,914 $4.31M 0.08% -490 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: 88,127 shares; 2024Q4: 88,541 shares; 2025Q1: 93,660 shares; 2025Q2: 86,743 shares; 2025Q3: 85,619 shares; 2025Q4: 78,326 shares 78,326 $4.29M 0.08% -7,293 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,455 shares; 2024Q4: 40,163 shares; 2025Q1: 38,827 shares; 2025Q2: 40,657 shares; 2025Q3: 39,230 shares; 2025Q4: 44,918 shares 44,918 $4.28M 0.08% +5,688 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,623 shares; 2024Q4: 12,109 shares; 2025Q1: 13,552 shares; 2025Q2: 5,816 shares; 2025Q3: 7,268 shares; 2025Q4: 7,374 shares 7,374 $4.27M 0.08% +106 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 71,907 shares; 2025Q3: 71,996 shares; 2025Q4: 73,049 shares 73,049 $4.22M 0.08% +1,053 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,135 shares; 2024Q4: 173,043 shares; 2025Q1: 165,787 shares; 2025Q2: 159,478 shares; 2025Q3: 144,057 shares; 2025Q4: 137,716 shares 137,716 $4.14M 0.08% -6,341 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: 261,251 shares; 2024Q4: 259,683 shares; 2025Q1: 253,020 shares; 2025Q2: 40,057 shares; 2025Q3: 40,032 shares; 2025Q4: 39,922 shares 39,922 $4.1M 0.08% -110 Timeline TFI 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: 89,201 shares; 2024Q4: 90,603 shares; 2025Q1: 90,752 shares; 2025Q2: 66,656 shares; 2025Q3: 83,971 shares; 2025Q4: 88,727 shares 88,727 $4.06M 0.08% +4,756 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751,873 shares; 2024Q4: 716,569 shares; 2025Q1: 716,569 shares; 2025Q2: 644,912 shares; 2025Q3: 644,912 shares; 2025Q4: 644,912 shares 644,912 $4.04M 0.08% 0 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,374 shares; 2025Q3: 69,421 shares; 2025Q4: 199,341 shares 199,341 $4.01M 0.08% +129,920 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: 1,384 shares; 2024Q4: 6,539 shares; 2025Q1: 8,106 shares; 2025Q2: 7,206 shares; 2025Q3: 7,136 shares; 2025Q4: 8,948 shares 8,948 $3.98M 0.08% +1,812 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,053 shares; 2024Q4: 11,310 shares; 2025Q1: 10,778 shares; 2025Q2: 11,201 shares; 2025Q3: 11,567 shares; 2025Q4: 19,584 shares 19,584 $3.98M 0.08% +8,017 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: 2,418,679 shares; 2024Q4: 2,706,838 shares; 2025Q1: 2,814,635 shares; 2025Q2: 379,393 shares; 2025Q3: 159,447 shares; 2025Q4: 149,765 shares 149,765 $3.96M 0.08% -9,682 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: 4,228 shares; 2024Q4: 12,070 shares; 2025Q1: 12,751 shares; 2025Q2: 13,276 shares; 2025Q3: 14,208 shares; 2025Q4: 14,050 shares 14,050 $3.92M 0.08% -158 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,164 shares; 2024Q4: 33,102 shares; 2025Q1: 34,702 shares; 2025Q2: 14,443 shares; 2025Q3: 15,064 shares; 2025Q4: 16,185 shares 16,185 $3.9M 0.08% +1,121 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: 26,646 shares; 2024Q4: 90,942 shares; 2025Q1: 93,736 shares; 2025Q2: 20,746 shares; 2025Q3: 20,603 shares; 2025Q4: 20,330 shares 20,330 $3.89M 0.07% -273 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: 24,559 shares; 2024Q4: 27,077 shares; 2025Q1: 27,076 shares; 2025Q2: 25,569 shares; 2025Q3: 25,225 shares; 2025Q4: 26,514 shares 26,514 $3.89M 0.07% +1,289 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: 21,586 shares; 2024Q4: 18,179 shares; 2025Q1: 19,054 shares; 2025Q2: 19,626 shares; 2025Q3: 23,521 shares; 2025Q4: 24,231 shares 24,231 $3.88M 0.07% +710 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: 45,388 shares; 2024Q4: 45,893 shares; 2025Q1: 44,458 shares; 2025Q2: 40,196 shares; 2025Q3: 37,892 shares; 2025Q4: 41,048 shares 41,048 $3.86M 0.07% +3,156 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: 44,913 shares; 2024Q4: 44,157 shares; 2025Q1: 42,586 shares; 2025Q2: 42,375 shares; 2025Q3: 42,486 shares; 2025Q4: 84,646 shares 84,646 $3.84M 0.07% +42,160 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: 11,100 shares; 2024Q4: 14,748 shares; 2025Q1: 24,364 shares; 2025Q2: 35,439 shares; 2025Q3: 63,665 shares; 2025Q4: 67,301 shares 67,301 $3.82M 0.07% +3,636 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,433 shares; 2024Q4: 8,679 shares; 2025Q1: 8,255 shares; 2025Q2: 9,130 shares; 2025Q3: 10,071 shares; 2025Q4: 11,967 shares 11,967 $3.81M 0.07% +1,896 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: 172,572 shares; 2024Q4: 158,303 shares; 2025Q1: 158,027 shares; 2025Q2: 128,931 shares; 2025Q3: 124,668 shares; 2025Q4: 120,781 shares 120,781 $3.76M 0.07% -3,887 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: 92,517 shares; 2024Q4: 101,597 shares; 2025Q1: 95,748 shares; 2025Q2: 80,584 shares; 2025Q3: 46,047 shares; 2025Q4: 31,201 shares 31,201 $3.75M 0.07% -14,846 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: 30,325 shares; 2024Q4: 28,289 shares; 2025Q1: 55,400 shares; 2025Q2: 18,836 shares; 2025Q3: 17,512 shares; 2025Q4: 17,397 shares 17,397 $3.73M 0.07% -115 Timeline AVUS 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: 157,159 shares; 2024Q4: 164,224 shares; 2025Q1: 44,083 shares; 2025Q2: 30,028 shares; 2025Q3: 31,852 shares; 2025Q4: 33,236 shares 33,236 $3.72M 0.07% +1,384 Timeline VOX 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: 17,112 shares; 2024Q4: 16,907 shares; 2025Q1: 16,858 shares; 2025Q2: 17,070 shares; 2025Q3: 17,148 shares; 2025Q4: 18,857 shares 18,857 $3.65M 0.07% +1,709 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 14,090 shares; 2025Q1: 16,828 shares; 2025Q2: 23,787 shares; 2025Q3: 30,059 shares; 2025Q4: 34,199 shares 34,199 $3.65M 0.07% +4,140 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: 17,908 shares; 2024Q4: 19,351 shares; 2025Q1: 10,145 shares; 2025Q2: 9,651 shares; 2025Q3: 10,954 shares; 2025Q4: 11,144 shares 11,144 $3.65M 0.07% +190 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: 49,972 shares; 2024Q4: 50,617 shares; 2025Q1: 54,031 shares; 2025Q2: 51,070 shares; 2025Q3: 49,460 shares; 2025Q4: 52,103 shares 52,103 $3.64M 0.07% +2,643 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,657 shares; 2024Q4: 22,311 shares; 2025Q1: 22,049 shares; 2025Q2: 22,394 shares; 2025Q3: 22,853 shares; 2025Q4: 27,168 shares 27,168 $3.61M 0.07% +4,315 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: 12,058 shares; 2025Q1: 11,862 shares; 2025Q2: 11,827 shares; 2025Q3: 12,620 shares; 2025Q4: 12,924 shares 12,924 $3.56M 0.07% +304 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,002 shares; 2024Q4: 16,172 shares; 2025Q1: 15,849 shares; 2025Q2: 28,988 shares; 2025Q3: 32,960 shares; 2025Q4: 42,228 shares 42,228 $3.56M 0.07% +9,268 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,947 shares; 2024Q4: 9,716 shares; 2025Q1: 13,639 shares; 2025Q2: 11,384 shares; 2025Q3: 11,013 shares; 2025Q4: 11,093 shares 11,093 $3.54M 0.07% +80 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: 20,934 shares; 2024Q4: 19,604 shares; 2025Q1: 24,987 shares; 2025Q2: 33,290 shares; 2025Q3: 33,485 shares; 2025Q4: 34,450 shares 34,450 $3.53M 0.07% +965 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: 3,758 shares; 2024Q4: 3,059 shares; 2025Q1: 3,426 shares; 2025Q2: 3,556 shares; 2025Q3: 3,680 shares; 2025Q4: 4,018 shares 4,018 $3.53M 0.07% +338 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: 3,921 shares; 2025Q1: 3,858 shares; 2025Q2: 3,780 shares; 2025Q3: 3,793 shares; 2025Q4: 3,264 shares 3,264 $3.49M 0.07% -529 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: 42,225 shares; 2024Q4: 40,332 shares; 2025Q1: 39,706 shares; 2025Q2: 33,540 shares; 2025Q3: 33,855 shares; 2025Q4: 34,096 shares 34,096 $3.49M 0.07% +241 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: 30,228 shares; 2024Q4: 32,827 shares; 2025Q1: 29,152 shares; 2025Q2: 29,136 shares; 2025Q3: 29,271 shares; 2025Q4: 34,827 shares 34,827 $3.48M 0.07% +5,556 Timeline DFSD 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: 32,150 shares; 2024Q4: 39,554 shares; 2025Q1: 40,240 shares; 2025Q2: 79,588 shares; 2025Q3: 79,475 shares; 2025Q4: 72,025 shares 72,025 $3.45M 0.07% -7,450 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,600 shares; 2024Q4: 33,285 shares; 2025Q1: 14,579 shares; 2025Q2: 9,177 shares; 2025Q3: 10,286 shares; 2025Q4: 10,994 shares 10,994 $3.43M 0.07% +708 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: 2,978 shares; 2024Q4: 3,530 shares; 2025Q1: 3,701 shares; 2025Q2: 3,879 shares; 2025Q3: 5,309 shares; 2025Q4: 5,977 shares 5,977 $3.41M 0.07% +668 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: 82,791 shares; 2024Q4: 52,997 shares; 2025Q1: 67,237 shares; 2025Q2: 46,471 shares; 2025Q3: 43,783 shares; 2025Q4: 44,266 shares 44,266 $3.28M 0.06% +483 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: 67,894 shares; 2024Q4: 62,684 shares; 2025Q1: 63,681 shares; 2025Q2: 35,756 shares; 2025Q3: 38,471 shares; 2025Q4: 42,717 shares 42,717 $3.22M 0.06% +4,246 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,769 shares; 2025Q4: 52,230 shares 52,230 $3.22M 0.06% -539 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: 12,357 shares; 2024Q4: 12,762 shares; 2025Q1: 12,983 shares; 2025Q2: 11,198 shares; 2025Q3: 10,555 shares; 2025Q4: 11,203 shares 11,203 $3.2M 0.06% +648 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: 12,998 shares; 2024Q4: 13,998 shares; 2025Q1: 17,318 shares; 2025Q2: 19,895 shares; 2025Q3: 20,974 shares; 2025Q4: 31,551 shares 31,551 $3.17M 0.06% +10,577 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,523 shares; 2025Q3: 21,743 shares; 2025Q4: 45,576 shares 45,576 $3.16M 0.06% +23,833 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: 19,940 shares; 2024Q4: 20,397 shares; 2025Q1: 21,446 shares; 2025Q2: 20,771 shares; 2025Q3: 20,078 shares; 2025Q4: 19,977 shares 19,977 $3.1M 0.06% -101 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: 17,844 shares; 2024Q4: 17,226 shares; 2025Q1: 16,292 shares; 2025Q2: 16,699 shares; 2025Q3: 16,557 shares; 2025Q4: 16,874 shares 16,874 $3.09M 0.06% +317 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,573 shares; 2024Q4: 53,550 shares; 2025Q1: 53,113 shares; 2025Q2: 79,375 shares; 2025Q3: 75,987 shares; 2025Q4: 76,253 shares 76,253 $3.06M 0.06% +266 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: 34,721 shares; 2024Q4: 35,057 shares; 2025Q1: 35,812 shares; 2025Q2: 36,230 shares; 2025Q3: 38,151 shares; 2025Q4: 41,506 shares 41,506 $3.05M 0.06% +3,355 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: 13,545 shares; 2024Q4: 12,823 shares; 2025Q1: 12,746 shares; 2025Q2: 11,383 shares; 2025Q3: 12,044 shares; 2025Q4: 12,325 shares 12,325 $3.03M 0.06% +281 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: 33,976 shares; 2024Q4: 22,531 shares; 2025Q1: 22,257 shares; 2025Q2: 22,212 shares; 2025Q3: 22,238 shares; 2025Q4: 21,475 shares 21,475 $3.03M 0.06% -763 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,280 shares; 2024Q4: 175,316 shares; 2025Q1: 53,538 shares; 2025Q2: 46,504 shares; 2025Q3: 51,071 shares; 2025Q4: 56,103 shares 56,103 $3.02M 0.06% +5,032 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: 73,661 shares; 2024Q4: 69,313 shares; 2025Q1: 74,665 shares; 2025Q2: 69,407 shares; 2025Q3: 64,517 shares; 2025Q4: 65,428 shares 65,428 $3.02M 0.06% +911 Timeline JHMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,609 shares; 2025Q3: 133,289 shares; 2025Q4: 135,726 shares 135,726 $3.01M 0.06% +2,437 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,733 shares; 2024Q4: 98,425 shares; 2025Q1: 96,066 shares; 2025Q2: 91,130 shares; 2025Q3: 89,805 shares; 2025Q4: 91,781 shares 91,781 $3.01M 0.06% +1,976 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: 1,344 shares; 2024Q4: 1,355 shares; 2025Q1: 10,979 shares; 2025Q2: 11,192 shares; 2025Q3: 11,527 shares; 2025Q4: 11,874 shares 11,874 $3M 0.06% +347 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: 6,805 shares; 2024Q4: 6,861 shares; 2025Q1: 6,894 shares; 2025Q2: 7,133 shares; 2025Q3: 7,432 shares; 2025Q4: 8,411 shares 8,411 $2.97M 0.06% +979 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,773 shares; 2024Q4: 114,644 shares; 2025Q1: 153,634 shares; 2025Q2: 117,147 shares; 2025Q3: 109,561 shares; 2025Q4: 89,700 shares 89,700 $2.96M 0.06% -19,861 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: 33,038 shares; 2024Q4: 33,430 shares; 2025Q1: 34,160 shares; 2025Q2: 34,840 shares; 2025Q3: 39,084 shares; 2025Q4: 43,934 shares 43,934 $2.95M 0.06% +4,850 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,471 shares; 2024Q4: 97,660 shares; 2025Q1: 98,225 shares; 2025Q2: 76,809 shares; 2025Q3: 76,659 shares; 2025Q4: 69,250 shares 69,250 $2.95M 0.06% -7,409 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: 8,154 shares; 2024Q4: 7,412 shares; 2025Q1: 7,632 shares; 2025Q2: 3,324 shares; 2025Q3: 3,861 shares; 2025Q4: 19,236 shares 19,236 $2.95M 0.06% +15,375 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: 12,600 shares; 2024Q4: 14,894 shares; 2025Q1: 16,816 shares; 2025Q2: 17,010 shares; 2025Q3: 27,399 shares; 2025Q4: 29,231 shares 29,231 $2.87M 0.06% +1,832 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: 9,905 shares; 2024Q4: 9,908 shares; 2025Q1: 9,828 shares; 2025Q2: 9,987 shares; 2025Q3: 10,078 shares; 2025Q4: 10,369 shares 10,369 $2.87M 0.06% +291 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: 40,086 shares; 2024Q4: 28,852 shares; 2025Q1: 20,856 shares; 2025Q2: 52,456 shares; 2025Q3: 53,343 shares; 2025Q4: 57,274 shares 57,274 $2.86M 0.05% +3,931 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,263 shares; 2025Q1: 4,186 shares; 2025Q2: 4,481 shares; 2025Q3: 5,466 shares; 2025Q4: 6,914 shares 6,914 $2.85M 0.05% +1,448 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,753 shares; 2024Q4: 32,694 shares; 2025Q1: 19,797 shares; 2025Q2: 7,358 shares; 2025Q3: 8,078 shares; 2025Q4: 9,106 shares 9,106 $2.85M 0.05% +1,028 Timeline VSS 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: 27,898 shares; 2024Q4: 26,926 shares; 2025Q1: 23,108 shares; 2025Q2: 21,215 shares; 2025Q3: 21,072 shares; 2025Q4: 19,843 shares 19,843 $2.84M 0.05% -1,229 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: 23,540 shares; 2024Q4: 22,877 shares; 2025Q1: 22,743 shares; 2025Q2: 25,450 shares; 2025Q3: 24,121 shares; 2025Q4: 26,931 shares 26,931 $2.8M 0.05% +2,810 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,069 shares; 2024Q4: 125,728 shares; 2025Q1: 141,525 shares; 2025Q2: 178,109 shares; 2025Q3: 180,956 shares; 2025Q4: 27,123 shares 27,123 $2.77M 0.05% -153,833 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: 102,446 shares; 2024Q4: 103,093 shares; 2025Q1: 110,559 shares; 2025Q2: 106,723 shares; 2025Q3: 108,396 shares; 2025Q4: 85,892 shares 85,892 $2.75M 0.05% -22,504 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: 12,320 shares; 2024Q4: 12,847 shares; 2025Q1: 16,407 shares; 2025Q2: 18,419 shares; 2025Q3: 37,839 shares; 2025Q4: 38,500 shares 38,500 $2.75M 0.05% +661 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: 22,208 shares; 2024Q4: 25,946 shares; 2025Q1: 21,237 shares; 2025Q2: 23,729 shares; 2025Q3: 19,856 shares; 2025Q4: 24,861 shares 24,861 $2.74M 0.05% +5,005 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: 19,454 shares; 2024Q4: 20,643 shares; 2025Q1: 19,936 shares; 2025Q2: 18,081 shares; 2025Q3: 16,293 shares; 2025Q4: 17,070 shares 17,070 $2.74M 0.05% +777 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: 63,492 shares; 2024Q4: 66,948 shares; 2025Q1: 30,871 shares; 2025Q2: 27,452 shares; 2025Q3: 30,499 shares; 2025Q4: 31,015 shares 31,015 $2.7M 0.05% +516 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,001 shares; 2025Q2: 63,699 shares; 2025Q3: 62,302 shares; 2025Q4: 55,197 shares 55,197 $2.69M 0.05% -7,105 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,561 shares; 2025Q3: 10,659 shares; 2025Q4: 10,228 shares 10,228 $2.67M 0.05% -431 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,839 shares; 2025Q1: 4,734 shares; 2025Q2: 4,022 shares; 2025Q3: 4,080 shares; 2025Q4: 4,698 shares 4,698 $2.67M 0.05% +618 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: 8,898 shares; 2024Q4: 31,392 shares; 2025Q1: 35,213 shares; 2025Q2: 35,152 shares; 2025Q3: 38,840 shares; 2025Q4: 53,596 shares 53,596 $2.66M 0.05% +14,756 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,633 shares; 2025Q1: 3,184 shares; 2025Q2: 3,649 shares; 2025Q3: 4,262 shares; 2025Q4: 3,858 shares 3,858 $2.6M 0.05% -404 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: 38,726 shares; 2024Q4: 46,290 shares; 2025Q1: 89,925 shares; 2025Q2: 50,553 shares; 2025Q3: 55,019 shares; 2025Q4: 54,767 shares 54,767 $2.57M 0.05% -252 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,156 shares; 2024Q4: 75,796 shares; 2025Q1: 119,502 shares; 2025Q2: 137,438 shares; 2025Q3: 144,185 shares; 2025Q4: 135,920 shares 135,920 $2.57M 0.05% -8,265 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,345 shares; 2025Q1: 6,163 shares; 2025Q2: 7,132 shares; 2025Q3: 7,761 shares; 2025Q4: 8,386 shares 8,386 $2.57M 0.05% +625 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: 12,875 shares; 2024Q4: 17,087 shares; 2025Q1: 16,476 shares; 2025Q2: 16,476 shares; 2025Q3: 17,189 shares; 2025Q4: 18,167 shares 18,167 $2.56M 0.05% +978 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: not reported; 2024Q4: not reported; 2025Q1: 81,479 shares; 2025Q2: 89,227 shares; 2025Q3: 95,218 shares; 2025Q4: 100,104 shares 100,104 $2.55M 0.05% +4,886 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,572 shares; 2024Q4: 46,121 shares; 2025Q1: 15,666 shares; 2025Q2: 21,549 shares; 2025Q3: 24,067 shares; 2025Q4: 25,561 shares 25,561 $2.54M 0.05% +1,494 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: 13,966 shares; 2024Q4: 13,909 shares; 2025Q1: 15,991 shares; 2025Q2: 16,572 shares; 2025Q3: 15,024 shares; 2025Q4: 15,460 shares 15,460 $2.49M 0.05% +436 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,480 shares; 2025Q4: 79,269 shares 79,269 $2.49M 0.05% -211 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: 52,735 shares; 2024Q4: 50,549 shares; 2025Q1: 49,721 shares; 2025Q2: 44,405 shares; 2025Q3: 26,912 shares; 2025Q4: 55,544 shares 55,544 $2.48M 0.05% +28,632 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,685 shares; 2025Q2: 9,865 shares; 2025Q3: 11,946 shares; 2025Q4: 53,188 shares 53,188 $2.42M 0.05% +41,242 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: 55,647 shares; 2024Q4: 32,001 shares; 2025Q1: 14,794 shares; 2025Q2: 13,426 shares; 2025Q3: 13,378 shares; 2025Q4: 13,214 shares 13,214 $2.4M 0.05% -164 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,591 shares; 2025Q3: 50,077 shares; 2025Q4: 49,853 shares 49,853 $2.4M 0.05% -224 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: 5,587 shares; 2024Q4: 6,699 shares; 2025Q1: 5,602 shares; 2025Q2: 5,255 shares; 2025Q3: 4,818 shares; 2025Q4: 5,117 shares 5,117 $2.38M 0.05% +299 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: 2,288 shares; 2024Q4: 2,359 shares; 2025Q1: 2,444 shares; 2025Q2: 2,464 shares; 2025Q3: 2,562 shares; 2025Q4: 3,142 shares 3,142 $2.37M 0.05% +580 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: 8,919 shares; 2024Q4: 8,454 shares; 2025Q1: 8,736 shares; 2025Q2: 4,875 shares; 2025Q3: 4,934 shares; 2025Q4: 4,929 shares 4,929 $2.37M 0.05% -5 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: 17,804 shares; 2024Q4: 17,780 shares; 2025Q1: 14,526 shares; 2025Q2: 14,554 shares; 2025Q3: 14,854 shares; 2025Q4: 15,422 shares 15,422 $2.36M 0.05% +568 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,520 shares; 2024Q4: 153,569 shares; 2025Q1: 149,367 shares; 2025Q2: 147,859 shares; 2025Q3: 144,225 shares; 2025Q4: 142,944 shares 142,944 $2.36M 0.05% -1,281 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 11,895 shares; 2025Q1: 29,813 shares; 2025Q2: 32,198 shares; 2025Q3: 34,695 shares; 2025Q4: 39,960 shares 39,960 $2.35M 0.05% +5,265 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,951 shares; 2025Q1: 31,081 shares; 2025Q2: 52,642 shares; 2025Q3: 66,088 shares; 2025Q4: 88,842 shares 88,842 $2.34M 0.04% +22,754 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: 8,695 shares; 2024Q4: 8,323 shares; 2025Q1: 9,683 shares; 2025Q2: 12,077 shares; 2025Q3: 11,563 shares; 2025Q4: 16,225 shares 16,225 $2.33M 0.04% +4,662 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: 89,686 shares; 2024Q4: 31,398 shares; 2025Q1: 27,142 shares; 2025Q2: 25,226 shares; 2025Q3: 23,427 shares; 2025Q4: 24,212 shares 24,212 $2.33M 0.04% +785 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: 45,190 shares; 2024Q4: 40,724 shares; 2025Q1: 39,680 shares; 2025Q2: 42,520 shares; 2025Q3: 47,861 shares; 2025Q4: 48,016 shares 48,016 $2.32M 0.04% +155 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: 23,205 shares; 2024Q4: 18,227 shares; 2025Q1: 17,459 shares; 2025Q2: 16,909 shares; 2025Q3: 23,522 shares; 2025Q4: 24,890 shares 24,890 $2.32M 0.04% +1,368 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: 83,365 shares; 2024Q4: 71,412 shares; 2025Q1: 68,538 shares; 2025Q2: 66,437 shares; 2025Q3: 59,454 shares; 2025Q4: 56,695 shares 56,695 $2.31M 0.04% -2,759 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: 32,397 shares; 2024Q4: 15,350 shares; 2025Q1: 15,336 shares; 2025Q2: 17,875 shares; 2025Q3: 15,090 shares; 2025Q4: 14,647 shares 14,647 $2.27M 0.04% -443 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,974 shares; 2024Q4: 16,856 shares; 2025Q1: 6,340 shares; 2025Q2: 4,435 shares; 2025Q3: 4,124 shares; 2025Q4: 3,928 shares 3,928 $2.24M 0.04% -196 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,745 shares; 2024Q4: 21,652 shares; 2025Q1: 6,820 shares; 2025Q2: 8,143 shares; 2025Q3: 12,266 shares; 2025Q4: 16,190 shares 16,190 $2.23M 0.04% +3,924 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: 5,703 shares; 2024Q4: 7,498 shares; 2025Q1: 24,941 shares; 2025Q2: 34,919 shares; 2025Q3: 37,677 shares; 2025Q4: 44,739 shares 44,739 $2.22M 0.04% +7,062 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: not reported; 2024Q4: not reported; 2025Q1: 27,814 shares; 2025Q2: 59,646 shares; 2025Q3: 72,462 shares; 2025Q4: 75,037 shares 75,037 $2.22M 0.04% +2,575 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 11,222 shares; 2025Q1: 3,447 shares; 2025Q2: 2,908 shares; 2025Q3: 2,768 shares; 2025Q4: 2,693 shares 2,693 $2.21M 0.04% -75 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: not reported; 2025Q2: 9,117 shares; 2025Q3: 15,134 shares; 2025Q4: 18,454 shares 18,454 $2.18M 0.04% +3,320 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: 21,076 shares; 2024Q4: 20,845 shares; 2025Q1: 20,744 shares; 2025Q2: 17,802 shares; 2025Q3: 17,957 shares; 2025Q4: 19,002 shares 19,002 $2.17M 0.04% +1,045 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: 26,193 shares; 2024Q4: 23,108 shares; 2025Q1: 50,756 shares; 2025Q2: 37,246 shares; 2025Q3: 26,269 shares; 2025Q4: 20,798 shares 20,798 $2.15M 0.04% -5,471 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,031 shares; 2024Q4: 137,263 shares; 2025Q1: 124,614 shares; 2025Q2: 117,772 shares; 2025Q3: 108,478 shares; 2025Q4: 100,684 shares 100,684 $2.13M 0.04% -7,794 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,191 shares; 2024Q4: 59,351 shares; 2025Q1: 54,208 shares; 2025Q2: 46,457 shares; 2025Q3: 43,050 shares; 2025Q4: 39,674 shares 39,674 $2.12M 0.04% -3,376 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,666 shares; 2025Q1: 63,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,900 shares 57,900 $2.11M 0.04% new 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: 18,429 shares; 2025Q1: 14,880 shares; 2025Q2: 14,708 shares; 2025Q3: 12,172 shares; 2025Q4: 12,260 shares 12,260 $2.1M 0.04% +88 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: 12,132 shares; 2025Q1: 12,265 shares; 2025Q2: 12,048 shares; 2025Q3: 11,725 shares; 2025Q4: 11,683 shares 11,683 $2.1M 0.04% -42 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 9,435 shares; 2025Q1: 9,538 shares; 2025Q2: 9,787 shares; 2025Q3: 9,712 shares; 2025Q4: 9,499 shares 9,499 $2.09M 0.04% -213 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,228 shares; 2024Q4: 47,517 shares; 2025Q1: 15,124 shares; 2025Q2: 14,880 shares; 2025Q3: 16,560 shares; 2025Q4: 19,779 shares 19,779 $2.09M 0.04% +3,219 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: 18,100 shares; 2024Q4: 12,799 shares; 2025Q1: 12,574 shares; 2025Q2: 10,158 shares; 2025Q3: 10,457 shares; 2025Q4: 9,607 shares 9,607 $2.09M 0.04% -850 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: 185,764 shares; 2024Q4: 16,649 shares; 2025Q1: 68,741 shares; 2025Q2: 76,923 shares; 2025Q3: 82,226 shares; 2025Q4: 78,608 shares 78,608 $2.08M 0.04% -3,618 Timeline GNMA ISHARES TR More: 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: 22,502 shares; 2025Q1: 22,461 shares; 2025Q2: 40,414 shares; 2025Q3: 45,932 shares; 2025Q4: 46,409 shares 46,409 $2.07M 0.04% +477 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,018 shares; 2025Q1: 1,961 shares; 2025Q2: 1,901 shares; 2025Q3: 1,876 shares; 2025Q4: 1,682 shares 1,682 $2.04M 0.04% -194 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: 43,760 shares; 2024Q4: 23,786 shares; 2025Q1: 25,272 shares; 2025Q2: 23,955 shares; 2025Q3: 23,793 shares; 2025Q4: 47,687 shares 47,687 $2.04M 0.04% +23,894 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,844 shares; 2025Q2: 62,689 shares; 2025Q3: 61,543 shares; 2025Q4: 61,775 shares 61,775 $2.01M 0.04% +232 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: 5,845 shares; 2024Q4: 5,736 shares; 2025Q1: 6,018 shares; 2025Q2: 5,982 shares; 2025Q3: 5,872 shares; 2025Q4: 5,858 shares 5,858 $2.01M 0.04% -14 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: 19,648 shares; 2024Q4: 20,234 shares; 2025Q1: 18,306 shares; 2025Q2: 6,163 shares; 2025Q3: 5,850 shares; 2025Q4: 5,734 shares 5,734 $2.01M 0.04% -116 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: 15,094 shares; 2024Q4: 17,937 shares; 2025Q1: 16,582 shares; 2025Q2: 15,150 shares; 2025Q3: 15,111 shares; 2025Q4: 15,034 shares 15,034 $1.99M 0.04% -77 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: 42,877 shares; 2024Q4: 38,815 shares; 2025Q1: 20,303 shares; 2025Q2: 20,139 shares; 2025Q3: 23,234 shares; 2025Q4: 22,835 shares 22,835 $1.99M 0.04% -399 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 4,618 shares; 2025Q3: 7,739 shares; 2025Q4: 10,711 shares 10,711 $1.98M 0.04% +2,972 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,140 shares 38,140 $1.95M 0.04% new Timeline VTWG 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: not reported; 2024Q4: 8,159 shares; 2025Q1: 8,268 shares; 2025Q2: 8,415 shares; 2025Q3: 8,692 shares; 2025Q4: 8,221 shares 8,221 $1.94M 0.04% -471 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,716 shares; 2025Q3: 35,040 shares; 2025Q4: 38,421 shares 38,421 $1.94M 0.04% +3,381 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,844 shares; 2025Q3: 59,034 shares; 2025Q4: 52,602 shares 52,602 $1.92M 0.04% -6,432 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 2,709 shares; 2025Q1: 7,856 shares; 2025Q2: 8,843 shares; 2025Q3: 7,079 shares; 2025Q4: 8,507 shares 8,507 $1.92M 0.04% +1,428 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,317 shares; 2025Q1: 7,414 shares; 2025Q2: 6,882 shares; 2025Q3: 7,190 shares; 2025Q4: 18,307 shares 18,307 $1.92M 0.04% +11,117 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: 119,123 shares; 2024Q4: 103,766 shares; 2025Q1: 96,154 shares; 2025Q2: 83,038 shares; 2025Q3: 79,206 shares; 2025Q4: 76,998 shares 76,998 $1.92M 0.04% -2,208 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: 15,760 shares; 2024Q4: 15,420 shares; 2025Q1: 15,316 shares; 2025Q2: 15,511 shares; 2025Q3: 14,855 shares; 2025Q4: 14,716 shares 14,716 $1.9M 0.04% -139 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,499 shares; 2024Q4: 15,695 shares; 2025Q1: 15,581 shares; 2025Q2: 14,640 shares; 2025Q3: 14,713 shares; 2025Q4: 14,726 shares 14,726 $1.9M 0.04% +13 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,125 shares; 2024Q4: 78,400 shares; 2025Q1: 28,519 shares; 2025Q2: 23,465 shares; 2025Q3: 26,172 shares; 2025Q4: 28,146 shares 28,146 $1.89M 0.04% +1,974 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,155 shares; 2024Q4: 90,936 shares; 2025Q1: 61,478 shares; 2025Q2: 63,554 shares; 2025Q3: 32,464 shares; 2025Q4: 37,147 shares 37,147 $1.88M 0.04% +4,683 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: 20,891 shares; 2024Q4: 64,436 shares; 2025Q1: 80,142 shares; 2025Q2: 73,902 shares; 2025Q3: 71,488 shares; 2025Q4: 69,141 shares 69,141 $1.86M 0.04% -2,347 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: 28,224 shares; 2024Q4: 30,402 shares; 2025Q1: 43,111 shares; 2025Q2: 19,923 shares; 2025Q3: 20,406 shares; 2025Q4: 20,267 shares 20,267 $1.84M 0.04% -139 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,635 shares; 2024Q4: 45,355 shares; 2025Q1: 44,495 shares; 2025Q2: 42,150 shares; 2025Q3: 41,660 shares; 2025Q4: 44,500 shares 44,500 $1.83M 0.04% +2,840 Timeline DUHP 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: not reported; 2025Q1: 16,460 shares; 2025Q2: 42,338 shares; 2025Q3: 45,647 shares; 2025Q4: 48,051 shares 48,051 $1.83M 0.04% +2,404 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,387 shares; 2024Q4: 13,628 shares; 2025Q1: 14,267 shares; 2025Q2: 12,454 shares; 2025Q3: 22,630 shares; 2025Q4: 23,027 shares 23,027 $1.82M 0.03% +397 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,316 shares; 2025Q3: 110,944 shares; 2025Q4: 56,598 shares 56,598 $1.82M 0.03% -54,346 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,463 shares; 2025Q1: 4,466 shares; 2025Q2: 4,213 shares; 2025Q3: 4,238 shares; 2025Q4: 4,252 shares 4,252 $1.81M 0.03% +14 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,473 shares; 2025Q1: 5,544 shares; 2025Q2: 5,237 shares; 2025Q3: 5,420 shares; 2025Q4: 5,345 shares 5,345 $1.8M 0.03% -75 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,293 shares 27,293 $1.79M 0.03% new 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: 37,174 shares; 2024Q4: 59,500 shares; 2025Q1: 164,278 shares; 2025Q2: 53,539 shares; 2025Q3: 51,329 shares; 2025Q4: 35,422 shares 35,422 $1.78M 0.03% -15,907 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,597 shares; 2024Q4: 31,787 shares; 2025Q1: 9,893 shares; 2025Q2: 9,082 shares; 2025Q3: 7,101 shares; 2025Q4: 6,920 shares 6,920 $1.78M 0.03% -181 Timeline FIVA 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: 48,365 shares; 2025Q3: 60,689 shares; 2025Q4: 51,692 shares 51,692 $1.77M 0.03% -8,997 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: 6,776 shares; 2024Q4: 6,760 shares; 2025Q1: 6,141 shares; 2025Q2: 6,193 shares; 2025Q3: 7,057 shares; 2025Q4: 7,320 shares 7,320 $1.77M 0.03% +263 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,141 shares; 2024Q4: 67,941 shares; 2025Q1: 65,199 shares; 2025Q2: 6,643 shares; 2025Q3: 7,026 shares; 2025Q4: 7,028 shares 7,028 $1.77M 0.03% +2 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,225 shares; 2024Q4: 71,934 shares; 2025Q1: 23,790 shares; 2025Q2: 20,145 shares; 2025Q3: 22,745 shares; 2025Q4: 23,872 shares 23,872 $1.75M 0.03% +1,127 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 16,483 shares; 2025Q1: 17,312 shares; 2025Q2: 18,628 shares; 2025Q3: 19,105 shares; 2025Q4: 18,939 shares 18,939 $1.75M 0.03% -166 Timeline VFMF 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: 3,612 shares; 2024Q4: 8,749 shares; 2025Q1: 29,980 shares; 2025Q2: 143,379 shares; 2025Q3: 149,267 shares; 2025Q4: 11,506 shares 11,506 $1.73M 0.03% -137,761 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: 31,527 shares; 2024Q4: 31,823 shares; 2025Q1: 39,646 shares; 2025Q2: 33,872 shares; 2025Q3: 33,218 shares; 2025Q4: 33,568 shares 33,568 $1.73M 0.03% +350 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: 10,502 shares; 2024Q4: 11,504 shares; 2025Q1: 12,906 shares; 2025Q2: 12,407 shares; 2025Q3: 12,341 shares; 2025Q4: 12,439 shares 12,439 $1.73M 0.03% +98 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,467 shares; 2025Q2: 20,961 shares; 2025Q3: 29,378 shares; 2025Q4: 33,749 shares 33,749 $1.73M 0.03% +4,371 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: 3,003 shares; 2024Q4: 3,038 shares; 2025Q1: 3,332 shares; 2025Q2: 3,147 shares; 2025Q3: 3,320 shares; 2025Q4: 4,672 shares 4,672 $1.73M 0.03% +1,352 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: 7,802 shares; 2024Q4: 7,746 shares; 2025Q1: 8,147 shares; 2025Q2: 6,988 shares; 2025Q3: 7,780 shares; 2025Q4: 8,157 shares 8,157 $1.73M 0.03% +377 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,511 shares; 2024Q4: 82,894 shares; 2025Q1: 30,049 shares; 2025Q2: 24,496 shares; 2025Q3: 27,550 shares; 2025Q4: 30,630 shares 30,630 $1.73M 0.03% +3,080 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,210 shares; 2024Q4: 27,588 shares; 2025Q1: 26,221 shares; 2025Q2: 28,507 shares; 2025Q3: 17,433 shares; 2025Q4: 32,397 shares 32,397 $1.71M 0.03% +14,964 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: 18,754 shares; 2024Q4: 19,299 shares; 2025Q1: 19,358 shares; 2025Q2: 19,994 shares; 2025Q3: 20,224 shares; 2025Q4: 20,110 shares 20,110 $1.7M 0.03% -114 Timeline SCMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,285 shares; 2025Q3: 63,544 shares; 2025Q4: 65,924 shares 65,924 $1.7M 0.03% +2,380 Timeline RWO 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: 26,074 shares; 2024Q4: 26,512 shares; 2025Q1: 30,121 shares; 2025Q2: 31,176 shares; 2025Q3: 37,438 shares; 2025Q4: 37,602 shares 37,602 $1.69M 0.03% +164 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 23,982 shares; 2025Q1: 23,918 shares; 2025Q2: 23,897 shares; 2025Q3: 23,298 shares; 2025Q4: 21,857 shares 21,857 $1.68M 0.03% -1,441 Timeline DGCB 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: not reported; 2025Q1: 18,155 shares; 2025Q2: 38,021 shares; 2025Q3: 44,669 shares; 2025Q4: 30,321 shares 30,321 $1.64M 0.03% -14,348 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,608 shares; 2025Q1: 2,835 shares; 2025Q2: 2,838 shares; 2025Q3: 3,150 shares; 2025Q4: 3,215 shares 3,215 $1.64M 0.03% +65 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: not reported; 2024Q4: not reported; 2025Q1: 10,517 shares; 2025Q2: 20,616 shares; 2025Q3: 29,000 shares; 2025Q4: 42,189 shares 42,189 $1.64M 0.03% +13,189 Timeline DFNM 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: 31,311 shares; 2024Q4: 32,965 shares; 2025Q1: 33,309 shares; 2025Q2: 33,685 shares; 2025Q3: 33,710 shares; 2025Q4: 33,838 shares 33,838 $1.63M 0.03% +128 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: 28,903 shares; 2024Q4: 49,982 shares; 2025Q1: 42,969 shares; 2025Q2: 46,022 shares; 2025Q3: 45,474 shares; 2025Q4: 45,031 shares 45,031 $1.61M 0.03% -443 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: 23,456 shares; 2024Q4: 23,156 shares; 2025Q1: 24,650 shares; 2025Q2: 22,989 shares; 2025Q3: 21,943 shares; 2025Q4: 22,480 shares 22,480 $1.61M 0.03% +537 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: 66,883 shares; 2024Q4: 61,761 shares; 2025Q1: 63,724 shares; 2025Q2: 63,194 shares; 2025Q3: 63,618 shares; 2025Q4: 64,285 shares 64,285 $1.6M 0.03% +667 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,048 shares; 2024Q4: 35,983 shares; 2025Q1: 33,105 shares; 2025Q2: 22,872 shares; 2025Q3: 8,925 shares; 2025Q4: 5,906 shares 5,906 $1.58M 0.03% -3,019 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: 3,116 shares; 2024Q4: 2,922 shares; 2025Q1: 3,895 shares; 2025Q2: 4,826 shares; 2025Q3: 5,353 shares; 2025Q4: 6,395 shares 6,395 $1.55M 0.03% +1,042 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,995 shares; 2024Q4: 25,985 shares; 2025Q1: 21,056 shares; 2025Q2: 18,850 shares; 2025Q3: 18,572 shares; 2025Q4: 28,662 shares 28,662 $1.54M 0.03% +10,090 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: 15,827 shares; 2024Q4: 15,722 shares; 2025Q1: 15,144 shares; 2025Q2: 15,045 shares; 2025Q3: 15,067 shares; 2025Q4: 16,037 shares 16,037 $1.54M 0.03% +970 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: 7,989 shares; 2024Q4: 7,704 shares; 2025Q1: 7,374 shares; 2025Q2: 7,001 shares; 2025Q3: 7,344 shares; 2025Q4: 7,358 shares 7,358 $1.54M 0.03% +14 Timeline EWZ 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: 39,914 shares; 2024Q4: 37,780 shares; 2025Q1: 38,552 shares; 2025Q2: 38,626 shares; 2025Q3: 38,566 shares; 2025Q4: 48,270 shares 48,270 $1.53M 0.03% +9,704 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: 6,884 shares; 2024Q4: 7,221 shares; 2025Q1: 6,458 shares; 2025Q2: 6,356 shares; 2025Q3: 6,283 shares; 2025Q4: 12,835 shares 12,835 $1.53M 0.03% +6,552 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: 24,253 shares; 2024Q4: 23,915 shares; 2025Q1: 23,615 shares; 2025Q2: 23,264 shares; 2025Q3: not reported; 2025Q4: 10,607 shares 10,607 $1.53M 0.03% new 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: 10,373 shares; 2024Q4: 8,817 shares; 2025Q1: 8,487 shares; 2025Q2: 8,321 shares; 2025Q3: 8,055 shares; 2025Q4: 8,391 shares 8,391 $1.52M 0.03% +336 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: 13,897 shares; 2024Q4: 14,349 shares; 2025Q1: 16,881 shares; 2025Q2: 19,382 shares; 2025Q3: 20,616 shares; 2025Q4: 20,252 shares 20,252 $1.52M 0.03% -364 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,117 shares; 2025Q1: 9,203 shares; 2025Q2: 9,321 shares; 2025Q3: 9,147 shares; 2025Q4: 9,288 shares 9,288 $1.51M 0.03% +141 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 1,090 shares; 2025Q3: 1,738 shares; 2025Q4: 1,800 shares 1,800 $1.51M 0.03% +62 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: 11,714 shares; 2024Q4: 11,554 shares; 2025Q1: 12,503 shares; 2025Q2: 12,628 shares; 2025Q3: 12,957 shares; 2025Q4: 13,199 shares 13,199 $1.51M 0.03% +242 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 11,130 shares 11,130 $1.5M 0.03% +9,514 Timeline FSMD 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: 16,847 shares; 2024Q4: 16,623 shares; 2025Q1: 17,731 shares; 2025Q2: 33,669 shares; 2025Q3: 34,028 shares; 2025Q4: 33,981 shares 33,981 $1.5M 0.03% -47 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,649 shares; 2025Q2: 36,878 shares; 2025Q3: 37,374 shares; 2025Q4: 28,202 shares 28,202 $1.5M 0.03% -9,172 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,137 shares; 2025Q2: 40,834 shares; 2025Q3: 42,325 shares; 2025Q4: 40,688 shares 40,688 $1.5M 0.03% -1,637 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 326 shares; 2025Q3: 325 shares; 2025Q4: 279 shares 279 $1.5M 0.03% -46 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: 33,428 shares; 2024Q4: 34,280 shares; 2025Q1: 36,233 shares; 2025Q2: 37,430 shares; 2025Q3: 39,400 shares; 2025Q4: 39,108 shares 39,108 $1.49M 0.03% -292 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 2,695 shares 2,695 $1.49M 0.03% -1 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: 2,543 shares; 2024Q4: 2,721 shares; 2025Q1: 2,938 shares; 2025Q2: 3,499 shares; 2025Q3: 2,637 shares; 2025Q4: 2,614 shares 2,614 $1.48M 0.03% -23 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,716 shares; 2025Q1: 4,803 shares; 2025Q2: 4,803 shares; 2025Q3: 4,703 shares; 2025Q4: 4,911 shares 4,911 $1.47M 0.03% +208 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: 4,639 shares; 2024Q4: 6,219 shares; 2025Q1: 8,130 shares; 2025Q2: 7,028 shares; 2025Q3: 7,172 shares; 2025Q4: 7,424 shares 7,424 $1.47M 0.03% +252 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,119 shares; 2025Q1: 2,554 shares; 2025Q2: 2,534 shares; 2025Q3: 2,522 shares; 2025Q4: 2,538 shares 2,538 $1.47M 0.03% +16 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,853 shares; 2025Q4: 17,853 shares 17,853 $1.47M 0.03% -1,000 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,098 shares; 2024Q4: 40,731 shares; 2025Q1: 38,725 shares; 2025Q2: 36,690 shares; 2025Q3: 34,795 shares; 2025Q4: 33,968 shares 33,968 $1.47M 0.03% -827 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: 8,950 shares; 2024Q4: 8,905 shares; 2025Q1: 12,242 shares; 2025Q2: 12,361 shares; 2025Q3: 13,843 shares; 2025Q4: 15,113 shares 15,113 $1.46M 0.03% +1,270 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,381 shares; 2024Q4: 65,601 shares; 2025Q1: 60,219 shares; 2025Q2: 50,297 shares; 2025Q3: 42,829 shares; 2025Q4: 39,544 shares 39,544 $1.46M 0.03% -3,285 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,265 shares; 2025Q3: 26,876 shares; 2025Q4: 31,406 shares 31,406 $1.46M 0.03% +4,530 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: 96,434 shares; 2024Q4: 664,847 shares; 2025Q1: 700,837 shares; 2025Q2: 18,345 shares; 2025Q3: 19,422 shares; 2025Q4: 20,794 shares 20,794 $1.45M 0.03% +1,372 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: 30,010 shares; 2024Q4: 6,910 shares; 2025Q1: 35,137 shares; 2025Q2: not reported; 2025Q3: 36,151 shares; 2025Q4: 31,444 shares 31,444 $1.45M 0.03% -4,707 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,335 shares; 2024Q4: 10,067 shares; 2025Q1: 10,288 shares; 2025Q2: 9,378 shares; 2025Q3: 8,951 shares; 2025Q4: 8,855 shares 8,855 $1.44M 0.03% -96 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,221 shares; 2025Q3: 27,367 shares; 2025Q4: 44,191 shares 44,191 $1.44M 0.03% +16,824 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: 5,979 shares; 2024Q4: 5,390 shares; 2025Q1: 5,499 shares; 2025Q2: 4,563 shares; 2025Q3: 4,500 shares; 2025Q4: 4,686 shares 4,686 $1.41M 0.03% +186 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,710 shares; 2024Q4: 52,221 shares; 2025Q1: 43,152 shares; 2025Q2: 38,368 shares; 2025Q3: 36,089 shares; 2025Q4: 34,975 shares 34,975 $1.41M 0.03% -1,114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,588 shares; 2025Q3: 18,280 shares; 2025Q4: 27,582 shares 27,582 $1.4M 0.03% +9,302 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,355 shares; 2024Q4: 66,845 shares; 2025Q1: 65,870 shares; 2025Q2: 9,242 shares; 2025Q3: 9,244 shares; 2025Q4: 9,915 shares 9,915 $1.4M 0.03% +671 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: 12,132 shares; 2024Q4: 12,654 shares; 2025Q1: 12,668 shares; 2025Q2: 14,066 shares; 2025Q3: 14,671 shares; 2025Q4: 14,562 shares 14,562 $1.39M 0.03% -109 Timeline FNCL 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: 19,801 shares; 2025Q2: 17,752 shares; 2025Q3: 18,103 shares; 2025Q4: 17,643 shares 17,643 $1.37M 0.03% -460 Timeline QGRW 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: 15,452 shares; 2024Q4: 15,888 shares; 2025Q1: 17,438 shares; 2025Q2: 17,801 shares; 2025Q3: 20,013 shares; 2025Q4: 23,294 shares 23,294 $1.37M 0.03% +3,281 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,623 shares; 2025Q1: 18,502 shares; 2025Q2: 42,083 shares; 2025Q3: 47,140 shares; 2025Q4: 41,403 shares 41,403 $1.36M 0.03% -5,737 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,048 shares; 2024Q4: 93,553 shares; 2025Q1: 82,553 shares; 2025Q2: 20,417 shares; 2025Q3: 14,768 shares; 2025Q4: 14,137 shares 14,137 $1.32M 0.03% -631 Timeline HOLA 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: not reported; 2025Q3: 14,034 shares; 2025Q4: 25,253 shares 25,253 $1.32M 0.03% +11,219 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,048 shares; 2024Q4: 12,544 shares; 2025Q1: 11,924 shares; 2025Q2: 10,401 shares; 2025Q3: 11,839 shares; 2025Q4: 12,994 shares 12,994 $1.29M 0.02% +1,155 Timeline URA 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: 24,383 shares; 2024Q4: 23,402 shares; 2025Q1: 24,652 shares; 2025Q2: 22,642 shares; 2025Q3: 25,722 shares; 2025Q4: 29,780 shares 29,780 $1.27M 0.02% +4,058 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 5,090 shares; 2025Q1: 5,629 shares; 2025Q2: 4,746 shares; 2025Q3: 5,106 shares; 2025Q4: 6,059 shares 6,059 $1.27M 0.02% +953 Timeline VFH 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: 9,033 shares; 2024Q4: 9,651 shares; 2025Q1: 10,748 shares; 2025Q2: 10,258 shares; 2025Q3: 10,000 shares; 2025Q4: 9,372 shares 9,372 $1.25M 0.02% -628 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: not reported; 2024Q4: 797 shares; 2025Q1: 2,358 shares; 2025Q2: 2,451 shares; 2025Q3: 2,657 shares; 2025Q4: 3,231 shares 3,231 $1.25M 0.02% +574 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: 60,888 shares; 2024Q4: 52,762 shares; 2025Q1: 53,418 shares; 2025Q2: 11,590 shares; 2025Q3: 11,457 shares; 2025Q4: 10,878 shares 10,878 $1.24M 0.02% -579 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,673 shares; 2025Q4: 17,237 shares 17,237 $1.23M 0.02% +10,564 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,413 shares; 2024Q4: 15,366 shares; 2025Q1: 15,366 shares; 2025Q2: 15,734 shares; 2025Q3: 15,713 shares; 2025Q4: 16,096 shares 16,096 $1.23M 0.02% +383 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,560 shares; 2024Q4: 16,049 shares; 2025Q1: 15,880 shares; 2025Q2: 13,416 shares; 2025Q3: 12,682 shares; 2025Q4: 12,161 shares 12,161 $1.23M 0.02% -521 Timeline DFGP 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: 4,458 shares; 2025Q1: 13,160 shares; 2025Q2: 23,156 shares; 2025Q3: 28,751 shares; 2025Q4: 22,559 shares 22,559 $1.22M 0.02% -6,192 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,128 shares; 2024Q4: 41,848 shares; 2025Q1: 45,803 shares; 2025Q2: 16,860 shares; 2025Q3: 17,692 shares; 2025Q4: 17,540 shares 17,540 $1.22M 0.02% -152 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,546 shares; 2024Q4: 9,446 shares; 2025Q1: 8,970 shares; 2025Q2: 14,832 shares; 2025Q3: 14,832 shares; 2025Q4: 10,972 shares 10,972 $1.22M 0.02% -3,860 Timeline RWJ 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: 28,237 shares; 2024Q4: 28,226 shares; 2025Q1: 27,937 shares; 2025Q2: 25,526 shares; 2025Q3: 26,142 shares; 2025Q4: 24,932 shares 24,932 $1.22M 0.02% -1,210 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: 12,901 shares; 2024Q4: 13,293 shares; 2025Q1: 12,831 shares; 2025Q2: 12,907 shares; 2025Q3: 13,259 shares; 2025Q4: 12,863 shares 12,863 $1.21M 0.02% -396 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,700 shares; 2025Q4: 26,922 shares 26,922 $1.21M 0.02% +9,222 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,973 shares; 2024Q4: 2,142,296 shares; 2025Q1: 2,191,454 shares; 2025Q2: 34,888 shares; 2025Q3: 40,364 shares; 2025Q4: 34,627 shares 34,627 $1.19M 0.02% -5,737 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,325 shares; 2024Q4: 26,631 shares; 2025Q1: 8,043 shares; 2025Q2: 2,278 shares; 2025Q3: 2,263 shares; 2025Q4: 4,123 shares 4,123 $1.19M 0.02% +1,860 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6,311 shares; 2025Q1: 5,230 shares; 2025Q2: 5,821 shares; 2025Q3: 5,760 shares; 2025Q4: 5,668 shares 5,668 $1.18M 0.02% -92 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,995 shares; 2025Q1: 9,814 shares; 2025Q2: 12,578 shares; 2025Q3: 14,079 shares; 2025Q4: 18,073 shares 18,073 $1.17M 0.02% +3,994 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: 2,116 shares; 2024Q4: 2,120 shares; 2025Q1: 2,125 shares; 2025Q2: 1,968 shares; 2025Q3: 1,971 shares; 2025Q4: 1,930 shares 1,930 $1.16M 0.02% -41 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,771 shares; 2025Q2: 149,327 shares; 2025Q3: 142,036 shares; 2025Q4: 90,270 shares 90,270 $1.16M 0.02% -51,766 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,159 shares; 2024Q4: 10,444 shares; 2025Q1: 9,187 shares; 2025Q2: 7,552 shares; 2025Q3: 7,352 shares; 2025Q4: 6,750 shares 6,750 $1.15M 0.02% -602 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: 42,981 shares; 2024Q4: 42,789 shares; 2025Q1: 41,125 shares; 2025Q2: 38,814 shares; 2025Q3: 38,889 shares; 2025Q4: 38,446 shares 38,446 $1.15M 0.02% -443 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,253 shares; 2025Q1: 1,199 shares; 2025Q2: 1,001 shares; 2025Q3: 864 shares; 2025Q4: 863 shares 863 $1.15M 0.02% -1 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,412 shares; 2024Q4: 28,482 shares; 2025Q1: 31,736 shares; 2025Q2: 31,940 shares; 2025Q3: 26,125 shares; 2025Q4: 25,231 shares 25,231 $1.14M 0.02% -894 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,238 shares; 2024Q4: 16,655 shares; 2025Q1: 16,113 shares; 2025Q2: 14,876 shares; 2025Q3: 14,735 shares; 2025Q4: 14,104 shares 14,104 $1.12M 0.02% -631 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: 20,161 shares; 2024Q4: 26,764 shares; 2025Q1: 28,795 shares; 2025Q2: 24,385 shares; 2025Q3: 23,154 shares; 2025Q4: 23,427 shares 23,427 $1.12M 0.02% +273 Timeline IGLD 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: not reported; 2025Q3: not reported; 2025Q4: 44,747 shares 44,747 $1.12M 0.02% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 10,763 shares; 2025Q1: 10,772 shares; 2025Q2: 11,972 shares; 2025Q3: 12,048 shares; 2025Q4: 9,228 shares 9,228 $1.12M 0.02% -2,820 Timeline HYMB 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: 38,595 shares; 2024Q4: 39,427 shares; 2025Q1: 41,071 shares; 2025Q2: 29,955 shares; 2025Q3: 44,918 shares; 2025Q4: 44,606 shares 44,606 $1.11M 0.02% -312 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,742 shares; 2025Q2: 73,953 shares; 2025Q3: 63,650 shares; 2025Q4: 45,173 shares 45,173 $1.11M 0.02% -18,477 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 17,397 shares; 2025Q1: 16,141 shares; 2025Q2: 14,938 shares; 2025Q3: 12,297 shares; 2025Q4: 12,826 shares 12,826 $1.11M 0.02% +529 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: 19,639 shares; 2024Q4: 22,685 shares; 2025Q1: 37,439 shares; 2025Q2: 22,249 shares; 2025Q3: 114,681 shares; 2025Q4: 23,018 shares 23,018 $1.1M 0.02% -91,663 Timeline SPGM 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: 6,571 shares; 2024Q4: 8,016 shares; 2025Q1: 9,412 shares; 2025Q2: 11,466 shares; 2025Q3: 12,888 shares; 2025Q4: 14,177 shares 14,177 $1.09M 0.02% +1,289 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,642 shares; 2024Q4: 14,087 shares; 2025Q1: 13,698 shares; 2025Q2: 13,503 shares; 2025Q3: 13,368 shares; 2025Q4: 14,121 shares 14,121 $1.08M 0.02% +753 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: 49,464 shares; 2024Q4: 82,103 shares; 2025Q1: 231,388 shares; 2025Q2: 36,771 shares; 2025Q3: 43,793 shares; 2025Q4: 36,472 shares 36,472 $1.07M 0.02% -7,321 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: not reported; 2024Q4: 6,180 shares; 2025Q1: 6,374 shares; 2025Q2: 6,551 shares; 2025Q3: 6,889 shares; 2025Q4: 6,660 shares 6,660 $1.06M 0.02% -229 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,841 shares; 2024Q4: 23,894 shares; 2025Q1: 23,774 shares; 2025Q2: 23,526 shares; 2025Q3: 24,479 shares; 2025Q4: 24,270 shares 24,270 $1.06M 0.02% -209 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,377 shares 38,377 $1.06M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,144 shares; 2025Q4: 20,100 shares 20,100 $1.05M 0.02% +14,956 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,478 shares; 2024Q4: 30,684 shares; 2025Q1: 23,353 shares; 2025Q2: 22,354 shares; 2025Q3: 20,685 shares; 2025Q4: 15,961 shares 15,961 $1.04M 0.02% -4,724 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,170 shares; 2024Q4: 11,244 shares; 2025Q1: 11,998 shares; 2025Q2: 12,214 shares; 2025Q3: 11,828 shares; 2025Q4: 10,514 shares 10,514 $1.03M 0.02% -1,314 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,562 shares; 2025Q1: 1,454 shares; 2025Q2: 1,130 shares; 2025Q3: 1,115 shares; 2025Q4: 1,164 shares 1,164 $1.02M 0.02% +49 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: 38,501 shares; 2024Q4: 42,673 shares; 2025Q1: 10,359 shares; 2025Q2: 6,153 shares; 2025Q3: 5,050 shares; 2025Q4: 6,656 shares 6,656 $1.02M 0.02% +1,606 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 11,852 shares; 2025Q1: 9,943 shares; 2025Q2: 11,322 shares; 2025Q3: 11,401 shares; 2025Q4: 11,762 shares 11,762 $1.01M 0.02% +361 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: 12,553 shares; 2024Q4: 8,925 shares; 2025Q1: 9,281 shares; 2025Q2: 8,397 shares; 2025Q3: 8,540 shares; 2025Q4: 8,627 shares 8,627 $1.01M 0.02% +87 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,624 shares; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,789 shares; 2025Q4: 3,417 shares 3,417 $1.01M 0.02% +628 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,574 shares; 2025Q2: 17,602 shares; 2025Q3: 17,549 shares; 2025Q4: 17,726 shares 17,726 $997K 0.02% +177 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,657 shares; 2025Q1: 3,361 shares; 2025Q2: 3,323 shares; 2025Q3: 3,338 shares; 2025Q4: 3,349 shares 3,349 $992K 0.02% +11 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,250 shares; 2025Q1: 6,227 shares; 2025Q2: 6,216 shares; 2025Q3: 6,261 shares; 2025Q4: 8,603 shares 8,603 $992K 0.02% +2,342 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 16,994 shares; 2025Q1: 13,434 shares; 2025Q2: not reported; 2025Q3: 1,814 shares; 2025Q4: 4,836 shares 4,836 $991K 0.02% +3,022 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: 4,163 shares; 2024Q4: 4,128 shares; 2025Q1: 3,786 shares; 2025Q2: 3,789 shares; 2025Q3: 3,649 shares; 2025Q4: 3,675 shares 3,675 $990K 0.02% +26 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,940 shares 69,940 $989K 0.02% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,560 shares; 2025Q1: 5,308 shares; 2025Q2: 6,587 shares; 2025Q3: 7,651 shares; 2025Q4: 7,758 shares 7,758 $977K 0.02% +107 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: not reported; 2024Q4: 1,805 shares; 2025Q1: 2,220 shares; 2025Q2: 2,389 shares; 2025Q3: 2,420 shares; 2025Q4: 3,894 shares 3,894 $974K 0.02% +1,474 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,873 shares; 2024Q4: 22,626 shares; 2025Q1: 27,916 shares; 2025Q2: 24,568 shares; 2025Q3: 21,984 shares; 2025Q4: 27,754 shares 27,754 $964K 0.02% +5,770 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 16,418 shares; 2025Q1: 19,264 shares; 2025Q2: 12,799 shares; 2025Q3: 11,789 shares; 2025Q4: 12,837 shares 12,837 $948K 0.02% +1,048 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: 10,635 shares; 2024Q4: 10,926 shares; 2025Q1: 10,998 shares; 2025Q2: 8,400 shares; 2025Q3: 8,302 shares; 2025Q4: 8,256 shares 8,256 $939K 0.02% -46 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 4,774 shares; 2025Q1: 4,246 shares; 2025Q2: 4,533 shares; 2025Q3: 4,617 shares; 2025Q4: 4,513 shares 4,513 $938K 0.02% -104 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,978 shares; 2024Q4: 18,393 shares; 2025Q1: 18,276 shares; 2025Q2: 17,141 shares; 2025Q3: 16,693 shares; 2025Q4: 18,742 shares 18,742 $921K 0.02% +2,049 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,878 shares; 2024Q4: 77,674 shares; 2025Q1: 67,790 shares; 2025Q2: 42,715 shares; 2025Q3: 21,841 shares; 2025Q4: 13,662 shares 13,662 $917K 0.02% -8,179 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: 5,196 shares; 2024Q4: 6,430 shares; 2025Q1: 8,743 shares; 2025Q2: 8,622 shares; 2025Q3: 8,913 shares; 2025Q4: 9,249 shares 9,249 $917K 0.02% +336 Timeline XNTK 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: 2,569 shares; 2024Q4: 2,601 shares; 2025Q1: 2,902 shares; 2025Q2: 2,889 shares; 2025Q3: 2,943 shares; 2025Q4: 3,291 shares 3,291 $915K 0.02% +348 Timeline COPX 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: 5,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,478 shares; 2025Q3: 6,309 shares; 2025Q4: 12,740 shares 12,740 $915K 0.02% +6,431 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,016 shares; 2025Q3: 11,787 shares; 2025Q4: 13,467 shares 13,467 $912K 0.02% +1,680 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 31,485 shares; 2025Q1: 5,452 shares; 2025Q2: 5,160 shares; 2025Q3: 7,590 shares; 2025Q4: 9,176 shares 9,176 $898K 0.02% +1,586 Timeline RSPH 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: 34,068 shares; 2024Q4: 29,909 shares; 2025Q1: 29,574 shares; 2025Q2: 29,187 shares; 2025Q3: 28,122 shares; 2025Q4: 28,134 shares 28,134 $896K 0.02% +12 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,041 shares; 2025Q3: 27,284 shares; 2025Q4: 32,799 shares 32,799 $894K 0.02% +5,515 Timeline