AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,704,442 shares; 2024Q4: 4,690,525 shares; 2025Q1: 4,641,306 shares; 2025Q2: 4,594,242 shares; 2025Q3: 4,585,290 shares; 2025Q4: 4,708,902 shares 4,708,902 $1.28B 2.94% +123,612 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: 2,080,604 shares; 2024Q4: 2,096,211 shares; 2025Q1: 2,088,126 shares; 2025Q2: 2,109,500 shares; 2025Q3: 2,113,804 shares; 2025Q4: 2,109,055 shares 2,109,055 $1.02B 2.34% -4,749 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684,682 shares; 2024Q4: 1,721,823 shares; 2025Q1: 1,553,407 shares; 2025Q2: 1,265,421 shares; 2025Q3: 1,198,993 shares; 2025Q4: 1,277,205 shares 1,277,205 $875M 2.01% +78,212 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337,621 shares; 2024Q4: 4,403,269 shares; 2025Q1: 4,338,240 shares; 2025Q2: 4,385,645 shares; 2025Q3: 4,500,474 shares; 2025Q4: 4,439,167 shares 4,439,167 $828M 1.9% -61,307 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: 2,650,219 shares; 2024Q4: 2,573,172 shares; 2025Q1: 2,583,831 shares; 2025Q2: 2,797,050 shares; 2025Q3: 2,378,503 shares; 2025Q4: 4,443,817 shares 4,443,817 $640M 1.47% +2,065,314 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556,515 shares; 2024Q4: 2,533,640 shares; 2025Q1: 2,536,411 shares; 2025Q2: 2,603,361 shares; 2025Q3: 2,636,276 shares; 2025Q4: 2,666,064 shares 2,666,064 $615M 1.41% +29,788 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: 1,751,279 shares; 2024Q4: 1,702,896 shares; 2025Q1: 1,670,718 shares; 2025Q2: 1,763,860 shares; 2025Q3: 1,707,758 shares; 2025Q4: 1,665,724 shares 1,665,724 $577M 1.32% -42,034 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: 1,839,604 shares; 2024Q4: 1,836,600 shares; 2025Q1: 1,835,443 shares; 2025Q2: 1,846,349 shares; 2025Q3: 1,842,397 shares; 2025Q4: 1,768,928 shares 1,768,928 $554M 1.27% -73,469 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: 1,793,267 shares; 2024Q4: 1,795,227 shares; 2025Q1: 1,734,927 shares; 2025Q2: 1,714,994 shares; 2025Q3: 1,702,375 shares; 2025Q4: 1,696,703 shares 1,696,703 $547M 1.25% -5,672 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: 805,554 shares; 2024Q4: 795,210 shares; 2025Q1: 838,553 shares; 2025Q2: 894,107 shares; 2025Q3: 912,369 shares; 2025Q4: 841,143 shares 841,143 $517M 1.19% -71,226 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: 7,624,892 shares; 2024Q4: 9,641,304 shares; 2025Q1: 9,377,886 shares; 2025Q2: 7,367,505 shares; 2025Q3: 7,362,536 shares; 2025Q4: 9,174,890 shares 9,174,890 $503M 1.15% +1,812,354 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: 564,898 shares; 2024Q4: 572,456 shares; 2025Q1: 574,128 shares; 2025Q2: 647,265 shares; 2025Q3: 645,174 shares; 2025Q4: 683,338 shares 683,338 $466M 1.07% +38,164 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: 2,523,154 shares; 2024Q4: not reported; 2025Q1: 3,169,322 shares; 2025Q2: 3,120,488 shares; 2025Q3: 3,289,691 shares; 2025Q4: 3,382,109 shares 3,382,109 $417M 0.96% +92,418 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: 1,197,655 shares; 2024Q4: 1,254,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334,645 shares; 2025Q4: 1,317,883 shares 1,317,883 $414M 0.95% -16,762 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: 2,776,609 shares; 2024Q4: 2,695,869 shares; 2025Q1: 2,531,090 shares; 2025Q2: 3,619,986 shares; 2025Q3: 3,448,433 shares; 2025Q4: 3,350,960 shares 3,350,960 $394M 0.9% -97,473 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: 3,174,250 shares; 2024Q4: 3,433,937 shares; 2025Q1: 3,452,734 shares; 2025Q2: 3,289,584 shares; 2025Q3: 2,575,061 shares; 2025Q4: 2,379,303 shares 2,379,303 $368M 0.84% -195,758 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: 794,863 shares; 2024Q4: 797,704 shares; 2025Q1: 792,268 shares; 2025Q2: 775,136 shares; 2025Q3: 763,352 shares; 2025Q4: 778,101 shares 778,101 $368M 0.84% +14,749 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: 412,046 shares; 2024Q4: 412,799 shares; 2025Q1: 444,177 shares; 2025Q2: 458,527 shares; 2025Q3: 472,689 shares; 2025Q4: 532,903 shares 532,903 $352M 0.81% +60,214 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687,022 shares; 2024Q4: 8,513,173 shares; 2025Q1: 8,629,011 shares; 2025Q2: 8,284,516 shares; 2025Q3: 7,287,331 shares; 2025Q4: 7,094,873 shares 7,094,873 $330M 0.76% -192,458 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: 653,516 shares; 2024Q4: 668,923 shares; 2025Q1: 921,530 shares; 2025Q2: 1,006,406 shares; 2025Q3: 1,065,301 shares; 2025Q4: 1,470,999 shares 1,470,999 $312M 0.72% +405,698 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: 5,949,431 shares; 2024Q4: 4,351,359 shares; 2025Q1: 4,031,790 shares; 2025Q2: 4,193,154 shares; 2025Q3: 4,046,680 shares; 2025Q4: 4,038,583 shares 4,038,583 $297M 0.68% -8,097 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: 282,040 shares; 2024Q4: 297,377 shares; 2025Q1: 292,904 shares; 2025Q2: 321,282 shares; 2025Q3: 309,267 shares; 2025Q4: 271,679 shares 271,679 $292M 0.67% -37,588 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: 3,578,121 shares; 2024Q4: 3,717,977 shares; 2025Q1: 3,774,434 shares; 2025Q2: 4,026,678 shares; 2025Q3: 4,708,787 shares; 2025Q4: 4,787,660 shares 4,787,660 $291M 0.67% +78,873 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: 826,848 shares; 2024Q4: 830,497 shares; 2025Q1: 815,103 shares; 2025Q2: 770,484 shares; 2025Q3: 789,297 shares; 2025Q4: 794,918 shares 794,918 $279M 0.64% +5,621 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: 1,785,400 shares; 2024Q4: 1,804,471 shares; 2025Q1: 1,824,424 shares; 2025Q2: 1,837,197 shares; 2025Q3: 1,852,559 shares; 2025Q4: 1,913,439 shares 1,913,439 $275M 0.63% +60,880 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: 2,364,194 shares; 2024Q4: 2,306,387 shares; 2025Q1: 2,377,360 shares; 2025Q2: 2,244,255 shares; 2025Q3: 2,151,752 shares; 2025Q4: 2,204,622 shares 2,204,622 $272M 0.62% +52,870 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: 1,171,972 shares; 2024Q4: 1,292,787 shares; 2025Q1: 1,343,140 shares; 2025Q2: 1,293,106 shares; 2025Q3: 1,321,032 shares; 2025Q4: 1,290,590 shares 1,290,590 $267M 0.61% -30,442 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: 1,226,704 shares; 2024Q4: 1,284,419 shares; 2025Q1: 1,810,446 shares; 2025Q2: 2,668,147 shares; 2025Q3: 3,196,286 shares; 2025Q4: 3,901,270 shares 3,901,270 $262M 0.6% +704,984 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: 2,374,208 shares; 2024Q4: 2,388,709 shares; 2025Q1: 2,332,398 shares; 2025Q2: 2,281,526 shares; 2025Q3: 2,323,142 shares; 2025Q4: 2,347,948 shares 2,347,948 $262M 0.6% +24,806 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: 498,955 shares; 2024Q4: 504,792 shares; 2025Q1: 485,341 shares; 2025Q2: 486,912 shares; 2025Q3: 501,040 shares; 2025Q4: 497,202 shares 497,202 $250M 0.57% -3,838 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: 318,161 shares; 2024Q4: 382,679 shares; 2025Q1: 385,093 shares; 2025Q2: 395,465 shares; 2025Q3: 395,016 shares; 2025Q4: 395,782 shares 395,782 $248M 0.57% +766 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: 931,310 shares; 2024Q4: 956,556 shares; 2025Q1: 927,724 shares; 2025Q2: 938,929 shares; 2025Q3: 960,158 shares; 2025Q4: 1,082,861 shares 1,082,861 $247M 0.57% +122,703 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614,128 shares; 2024Q4: 2,873,566 shares; 2025Q1: 2,820,605 shares; 2025Q2: 2,722,208 shares; 2025Q3: 2,854,844 shares; 2025Q4: 3,012,343 shares 3,012,343 $234M 0.54% +157,499 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: 1,929,728 shares; 2024Q4: 1,846,556 shares; 2025Q1: 1,811,665 shares; 2025Q2: 1,570,032 shares; 2025Q3: 1,786,726 shares; 2025Q4: 1,885,917 shares 1,885,917 $225M 0.52% +99,191 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728,355 shares; 2024Q4: 3,766,943 shares; 2025Q1: 3,657,305 shares; 2025Q2: 3,611,618 shares; 2025Q3: 3,599,964 shares; 2025Q4: 3,579,131 shares 3,579,131 $224M 0.51% -20,833 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: 242,984 shares; 2024Q4: 249,353 shares; 2025Q1: 250,036 shares; 2025Q2: 246,010 shares; 2025Q3: 269,737 shares; 2025Q4: 277,215 shares 277,215 $209M 0.48% +7,478 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: 22,333 shares; 2024Q4: 23,527 shares; 2025Q1: 212,620 shares; 2025Q2: 295,418 shares; 2025Q3: 564,984 shares; 2025Q4: 568,340 shares 568,340 $195M 0.45% +3,356 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432,781 shares; 2024Q4: 1,494,482 shares; 2025Q1: 1,562,382 shares; 2025Q2: 1,588,632 shares; 2025Q3: 1,618,022 shares; 2025Q4: 1,607,565 shares 1,607,565 $193M 0.44% -10,457 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: 2,937,385 shares; 2024Q4: 3,157,576 shares; 2025Q1: 2,441,832 shares; 2025Q2: 3,343,833 shares; 2025Q3: 3,105,752 shares; 2025Q4: 2,701,166 shares 2,701,166 $193M 0.44% -404,586 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: not reported; 2024Q4: 1,749,942 shares; 2025Q1: 1,615,754 shares; 2025Q2: 1,634,511 shares; 2025Q3: 1,610,070 shares; 2025Q4: 1,583,087 shares 1,583,087 $193M 0.44% -26,983 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: 1,866,984 shares; 2024Q4: 1,902,509 shares; 2025Q1: 1,887,396 shares; 2025Q2: 1,844,405 shares; 2025Q3: 1,851,047 shares; 2025Q4: 1,812,552 shares 1,812,552 $191M 0.44% -38,495 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: 802,915 shares; 2024Q4: 964,013 shares; 2025Q1: 789,955 shares; 2025Q2: 684,007 shares; 2025Q3: 778,971 shares; 2025Q4: 1,555,996 shares 1,555,996 $187M 0.43% +777,025 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: 1,405,166 shares; 2024Q4: 1,291,606 shares; 2025Q1: 1,259,918 shares; 2025Q2: 1,298,342 shares; 2025Q3: 1,214,475 shares; 2025Q4: 1,512,057 shares 1,512,057 $181M 0.41% +297,582 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: 1,183,499 shares; 2024Q4: 1,203,001 shares; 2025Q1: 1,210,698 shares; 2025Q2: 1,205,961 shares; 2025Q3: 1,236,003 shares; 2025Q4: 1,171,663 shares 1,171,663 $179M 0.41% -64,340 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: 292,226 shares; 2024Q4: 294,978 shares; 2025Q1: 293,000 shares; 2025Q2: 300,986 shares; 2025Q3: 300,269 shares; 2025Q4: 300,830 shares 300,830 $172M 0.39% +561 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: 638,535 shares; 2024Q4: 626,101 shares; 2025Q1: 594,722 shares; 2025Q2: 603,210 shares; 2025Q3: 599,573 shares; 2025Q4: 568,548 shares 568,548 $168M 0.39% -31,025 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: 1,424,905 shares; 2024Q4: 1,471,387 shares; 2025Q1: 1,548,765 shares; 2025Q2: 1,568,643 shares; 2025Q3: 1,349,891 shares; 2025Q4: 846,687 shares 846,687 $168M 0.39% -503,204 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225,287 shares; 2024Q4: 2,104,110 shares; 2025Q1: 2,008,957 shares; 2025Q2: 1,852,374 shares; 2025Q3: 2,049,993 shares; 2025Q4: 2,100,506 shares 2,100,506 $167M 0.38% +50,513 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156,650 shares; 2024Q4: 4,106,825 shares; 2025Q1: 3,956,398 shares; 2025Q2: 1,994,654 shares; 2025Q3: 1,882,708 shares; 2025Q4: 1,840,315 shares 1,840,315 $166M 0.38% -42,393 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: 424,499 shares; 2024Q4: 431,407 shares; 2025Q1: 436,176 shares; 2025Q2: 434,933 shares; 2025Q3: 435,948 shares; 2025Q4: 451,541 shares 451,541 $155M 0.36% +15,593 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: 2,566,131 shares; 2024Q4: 2,459,323 shares; 2025Q1: 2,477,365 shares; 2025Q2: 2,600,663 shares; 2025Q3: 2,656,498 shares; 2025Q4: 2,692,604 shares 2,692,604 $154M 0.35% +36,106 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750,963 shares; 2024Q4: 1,741,619 shares; 2025Q1: 1,606,301 shares; 2025Q2: 1,595,820 shares; 2025Q3: 1,633,236 shares; 2025Q4: 1,657,907 shares 1,657,907 $153M 0.35% +24,671 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: 994,156 shares; 2024Q4: 950,972 shares; 2025Q1: 975,858 shares; 2025Q2: 1,049,299 shares; 2025Q3: 1,059,977 shares; 2025Q4: 1,046,631 shares 1,046,631 $150M 0.34% -13,346 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: 1,788,249 shares; 2024Q4: 1,756,530 shares; 2025Q1: 1,744,862 shares; 2025Q2: 1,862,278 shares; 2025Q3: 1,918,891 shares; 2025Q4: 1,923,539 shares 1,923,539 $148M 0.34% +4,648 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: 884,833 shares; 2024Q4: 958,426 shares; 2025Q1: 1,281,708 shares; 2025Q2: 1,487,290 shares; 2025Q3: 1,500,566 shares; 2025Q4: 1,590,617 shares 1,590,617 $148M 0.34% +90,051 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: 321,671 shares; 2024Q4: 314,784 shares; 2025Q1: 329,839 shares; 2025Q2: 315,362 shares; 2025Q3: 320,508 shares; 2025Q4: 320,903 shares 320,903 $144M 0.33% +395 Timeline EEMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686,001 shares; 2025Q3: 1,626,543 shares; 2025Q4: 1,530,734 shares 1,530,734 $144M 0.33% -95,809 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: 176,497 shares; 2024Q4: 425,097 shares; 2025Q1: 436,580 shares; 2025Q2: 433,871 shares; 2025Q3: 417,834 shares; 2025Q4: 572,521 shares 572,521 $143M 0.33% +154,687 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: 421,793 shares; 2024Q4: 455,344 shares; 2025Q1: 451,488 shares; 2025Q2: 478,987 shares; 2025Q3: 466,333 shares; 2025Q4: 446,566 shares 446,566 $142M 0.33% -19,767 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: 919,316 shares; 2024Q4: 903,616 shares; 2025Q1: 879,105 shares; 2025Q2: 836,615 shares; 2025Q3: 813,006 shares; 2025Q4: 774,838 shares 774,838 $142M 0.33% -38,168 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: 260,764 shares; 2024Q4: 253,537 shares; 2025Q1: 255,575 shares; 2025Q2: 245,376 shares; 2025Q3: 242,597 shares; 2025Q4: 246,551 shares 246,551 $141M 0.32% +3,954 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,718 shares; 2024Q4: 376,462 shares; 2025Q1: 411,562 shares; 2025Q2: 386,838 shares; 2025Q3: 390,431 shares; 2025Q4: 431,053 shares 431,053 $141M 0.32% +40,622 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471,231 shares; 2025Q1: 1,175,847 shares; 2025Q2: 1,343,768 shares; 2025Q3: 1,543,576 shares; 2025Q4: 1,360,397 shares 1,360,397 $138M 0.32% -183,179 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: not reported; 2024Q4: 1,230,491 shares; 2025Q1: 1,227,046 shares; 2025Q2: 1,489,280 shares; 2025Q3: 1,433,727 shares; 2025Q4: 1,519,248 shares 1,519,248 $136M 0.31% +85,521 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: 1,473,114 shares; 2024Q4: 1,442,260 shares; 2025Q1: 1,550,771 shares; 2025Q2: 1,559,924 shares; 2025Q3: 1,561,395 shares; 2025Q4: 1,581,128 shares 1,581,128 $134M 0.31% +19,733 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: 207,919 shares; 2024Q4: 204,865 shares; 2025Q1: 187,655 shares; 2025Q2: 188,571 shares; 2025Q3: 1,914,312 shares; 2025Q4: 1,035,830 shares 1,035,830 $134M 0.31% -878,482 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: 648,726 shares; 2024Q4: 625,308 shares; 2025Q1: 604,066 shares; 2025Q2: 795,087 shares; 2025Q3: 734,169 shares; 2025Q4: 695,867 shares 695,867 $133M 0.31% -38,302 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: 1,189,305 shares; 2024Q4: 1,093,256 shares; 2025Q1: 1,117,167 shares; 2025Q2: 1,252,180 shares; 2025Q3: 1,731,288 shares; 2025Q4: 1,777,070 shares 1,777,070 $133M 0.31% +45,782 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650,938 shares; 2024Q4: 1,928,429 shares; 2025Q1: 2,247,634 shares; 2025Q2: 2,432,881 shares; 2025Q3: 2,656,839 shares; 2025Q4: 2,799,557 shares 2,799,557 $133M 0.3% +142,718 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: 892,381 shares; 2024Q4: 881,951 shares; 2025Q1: 908,751 shares; 2025Q2: 863,502 shares; 2025Q3: 906,185 shares; 2025Q4: 908,533 shares 908,533 $130M 0.3% +2,348 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: 1,542,079 shares; 2024Q4: 275,493 shares; 2025Q1: 217,513 shares; 2025Q2: 213,961 shares; 2025Q3: 1,530,438 shares; 2025Q4: 3,022,842 shares 3,022,842 $129M 0.3% +1,492,404 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: 539,057 shares; 2024Q4: 530,101 shares; 2025Q1: 542,274 shares; 2025Q2: 547,347 shares; 2025Q3: 555,832 shares; 2025Q4: 584,802 shares 584,802 $129M 0.29% +28,970 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: 1,484,825 shares; 2024Q4: 1,490,429 shares; 2025Q1: 1,249,427 shares; 2025Q2: 1,223,042 shares; 2025Q3: 1,303,371 shares; 2025Q4: 1,348,803 shares 1,348,803 $128M 0.29% +45,432 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: 2,395,063 shares; 2024Q4: 1,743,558 shares; 2025Q1: 1,272,043 shares; 2025Q2: 1,147,454 shares; 2025Q3: 1,466,931 shares; 2025Q4: 1,470,307 shares 1,470,307 $128M 0.29% +3,376 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: 1,652,626 shares; 2024Q4: 1,832,297 shares; 2025Q1: 1,991,751 shares; 2025Q2: 2,334,502 shares; 2025Q3: 2,685,955 shares; 2025Q4: 2,928,421 shares 2,928,421 $128M 0.29% +242,466 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: 1,528,944 shares; 2024Q4: 1,507,181 shares; 2025Q1: 1,461,932 shares; 2025Q2: 1,538,315 shares; 2025Q3: 1,595,114 shares; 2025Q4: 1,583,824 shares 1,583,824 $127M 0.29% -11,290 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: 554,383 shares; 2024Q4: 581,389 shares; 2025Q1: 576,892 shares; 2025Q2: 575,411 shares; 2025Q3: 580,508 shares; 2025Q4: 589,368 shares 589,368 $123M 0.28% +8,860 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: 1,089,739 shares; 2024Q4: 1,154,272 shares; 2025Q1: 1,216,276 shares; 2025Q2: 1,215,669 shares; 2025Q3: 1,232,379 shares; 2025Q4: 1,264,194 shares 1,264,194 $121M 0.28% +31,815 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: 89,125 shares; 2024Q4: 83,242 shares; 2025Q1: 84,298 shares; 2025Q2: 82,717 shares; 2025Q3: 87,424 shares; 2025Q4: 1,266,701 shares 1,266,701 $119M 0.27% +1,179,277 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: 368,301 shares; 2024Q4: 365,820 shares; 2025Q1: 356,101 shares; 2025Q2: 358,215 shares; 2025Q3: 385,285 shares; 2025Q4: 407,474 shares 407,474 $118M 0.27% +22,189 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: 587,889 shares; 2024Q4: 644,711 shares; 2025Q1: 681,808 shares; 2025Q2: 656,212 shares; 2025Q3: 671,865 shares; 2025Q4: 686,617 shares 686,617 $117M 0.27% +14,752 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: 325,476 shares; 2024Q4: 332,198 shares; 2025Q1: 359,643 shares; 2025Q2: 360,069 shares; 2025Q3: 359,133 shares; 2025Q4: 383,129 shares 383,129 $116M 0.27% +23,996 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: 381,887 shares; 2024Q4: 390,250 shares; 2025Q1: 378,257 shares; 2025Q2: 366,887 shares; 2025Q3: 370,543 shares; 2025Q4: 377,802 shares 377,802 $115M 0.26% +7,259 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: 117,296 shares; 2024Q4: 118,297 shares; 2025Q1: 118,559 shares; 2025Q2: 120,098 shares; 2025Q3: 125,736 shares; 2025Q4: 133,425 shares 133,425 $115M 0.26% +7,689 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: 1,179,565 shares; 2024Q4: 1,426,359 shares; 2025Q1: 1,477,361 shares; 2025Q2: 1,477,592 shares; 2025Q3: 1,559,314 shares; 2025Q4: 1,589,943 shares 1,589,943 $114M 0.26% +30,629 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: 343,179 shares; 2024Q4: 811,127 shares; 2025Q1: 1,197,537 shares; 2025Q2: 1,067,022 shares; 2025Q3: 1,370,803 shares; 2025Q4: 1,368,398 shares 1,368,398 $111M 0.25% -2,405 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: 55,206 shares; 2024Q4: 437,071 shares; 2025Q1: 507,750 shares; 2025Q2: 532,384 shares; 2025Q3: 577,483 shares; 2025Q4: 2,054,089 shares 2,054,089 $111M 0.25% +1,476,606 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: 1,505,717 shares; 2024Q4: 1,610,776 shares; 2025Q1: 1,595,396 shares; 2025Q2: 1,524,492 shares; 2025Q3: 1,548,368 shares; 2025Q4: 1,558,080 shares 1,558,080 $109M 0.25% +9,712 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831,760 shares; 2025Q3: 3,069,273 shares; 2025Q4: 3,264,997 shares 3,264,997 $109M 0.25% +195,724 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: 1,354,457 shares; 2024Q4: 1,281,303 shares; 2025Q1: 1,245,760 shares; 2025Q2: 1,100,663 shares; 2025Q3: 1,221,727 shares; 2025Q4: 1,281,295 shares 1,281,295 $107M 0.25% +59,568 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: 1,640,048 shares; 2024Q4: 1,097,763 shares; 2025Q1: 1,081,557 shares; 2025Q2: 991,087 shares; 2025Q3: 1,104,632 shares; 2025Q4: 1,113,979 shares 1,113,979 $107M 0.25% +9,347 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: 98,860 shares; 2025Q1: 96,267 shares; 2025Q2: 100,483 shares; 2025Q3: 98,884 shares; 2025Q4: 99,359 shares 99,359 $106M 0.24% +475 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,332 shares; 2024Q4: 64,265 shares; 2025Q1: 50,457 shares; 2025Q2: 47,534 shares; 2025Q3: 31,426 shares; 2025Q4: 619,550 shares 619,550 $105M 0.24% +588,124 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: 592,664 shares; 2024Q4: 667,203 shares; 2025Q1: 1,274,557 shares; 2025Q2: 1,344,406 shares; 2025Q3: 1,445,301 shares; 2025Q4: 1,503,228 shares 1,503,228 $104M 0.24% +57,927 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: 119,239 shares; 2024Q4: 113,882 shares; 2025Q1: 121,701 shares; 2025Q2: 116,638 shares; 2025Q3: 115,572 shares; 2025Q4: 117,535 shares 117,535 $103M 0.24% +1,963 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: 629,739 shares; 2024Q4: 620,898 shares; 2025Q1: 628,421 shares; 2025Q2: 647,929 shares; 2025Q3: 662,466 shares; 2025Q4: 661,648 shares 661,648 $102M 0.23% -818 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,602 shares; 2024Q4: 718,299 shares; 2025Q1: 753,086 shares; 2025Q2: 778,605 shares; 2025Q3: 790,501 shares; 2025Q4: 830,428 shares 830,428 $101M 0.23% +39,927 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: 922,630 shares; 2024Q4: 923,463 shares; 2025Q1: 1,058,044 shares; 2025Q2: 1,042,814 shares; 2025Q3: 1,034,929 shares; 2025Q4: 1,046,568 shares 1,046,568 $101M 0.23% +11,639 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970,739 shares; 2024Q4: 2,415,020 shares; 2025Q1: 2,663,328 shares; 2025Q2: 2,871,186 shares; 2025Q3: 3,601,418 shares; 2025Q4: 4,395,360 shares 4,395,360 $99.5M 0.23% +793,942 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740,727 shares; 2025Q3: 2,479,443 shares; 2025Q4: 2,533,088 shares 2,533,088 $97.7M 0.22% +53,645 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: 242,965 shares; 2024Q4: 257,400 shares; 2025Q1: 293,404 shares; 2025Q2: 304,480 shares; 2025Q3: 309,774 shares; 2025Q4: 310,668 shares 310,668 $97M 0.22% +894 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: 1,911,576 shares; 2024Q4: 1,884,589 shares; 2025Q1: 1,744,062 shares; 2025Q2: 1,681,382 shares; 2025Q3: 1,692,275 shares; 2025Q4: 1,729,724 shares 1,729,724 $95.1M 0.22% +37,449 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564,479 shares; 2024Q4: 1,465,208 shares; 2025Q1: 1,491,918 shares; 2025Q2: 1,708,151 shares; 2025Q3: 1,753,702 shares; 2025Q4: 1,740,399 shares 1,740,399 $93.6M 0.21% -13,303 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: 820,745 shares; 2024Q4: 785,005 shares; 2025Q1: 935,459 shares; 2025Q2: 1,130,378 shares; 2025Q3: 1,101,756 shares; 2025Q4: 1,105,010 shares 1,105,010 $90.3M 0.21% +3,254 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: 1,438,007 shares; 2024Q4: 1,491,535 shares; 2025Q1: 1,611,072 shares; 2025Q2: 1,691,925 shares; 2025Q3: 1,775,366 shares; 2025Q4: 1,977,538 shares 1,977,538 $88M 0.2% +202,172 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: 1,677,901 shares; 2024Q4: 1,677,246 shares; 2025Q1: 1,673,687 shares; 2025Q2: 1,696,212 shares; 2025Q3: 1,757,141 shares; 2025Q4: 1,817,515 shares 1,817,515 $87.8M 0.2% +60,374 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: 629,354 shares; 2024Q4: 647,977 shares; 2025Q1: 650,152 shares; 2025Q2: 658,206 shares; 2025Q3: 649,944 shares; 2025Q4: 658,386 shares 658,386 $87.4M 0.2% +8,442 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: 204,358 shares; 2024Q4: 197,748 shares; 2025Q1: 195,736 shares; 2025Q2: 195,382 shares; 2025Q3: 194,490 shares; 2025Q4: 230,178 shares 230,178 $85.2M 0.2% +35,688 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: 566,336 shares; 2024Q4: 561,384 shares; 2025Q1: 529,813 shares; 2025Q2: 522,526 shares; 2025Q3: 549,678 shares; 2025Q4: 529,464 shares 529,464 $84.9M 0.19% -20,214 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: 431,520 shares; 2024Q4: 399,631 shares; 2025Q1: 394,055 shares; 2025Q2: 411,802 shares; 2025Q3: 441,369 shares; 2025Q4: 474,863 shares 474,863 $84.4M 0.19% +33,494 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: 1,059,965 shares; 2024Q4: 1,057,319 shares; 2025Q1: 681,135 shares; 2025Q2: 641,404 shares; 2025Q3: 603,939 shares; 2025Q4: 605,170 shares 605,170 $84.2M 0.19% +1,231 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148,064 shares; 2024Q4: 1,208,604 shares; 2025Q1: 1,302,783 shares; 2025Q2: 1,384,120 shares; 2025Q3: 1,514,034 shares; 2025Q4: 1,579,659 shares 1,579,659 $83.4M 0.19% +65,625 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: 204,857 shares; 2024Q4: 203,997 shares; 2025Q1: 204,788 shares; 2025Q2: 190,715 shares; 2025Q3: 206,564 shares; 2025Q4: 205,317 shares 205,317 $81.4M 0.19% -1,247 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: 648,624 shares; 2024Q4: 640,899 shares; 2025Q1: 645,842 shares; 2025Q2: 638,356 shares; 2025Q3: 639,573 shares; 2025Q4: 685,014 shares 685,014 $80.3M 0.18% +45,441 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320,477 shares; 2024Q4: 1,272,938 shares; 2025Q1: 1,320,818 shares; 2025Q2: 1,179,588 shares; 2025Q3: 1,213,713 shares; 2025Q4: 1,216,160 shares 1,216,160 $80.3M 0.18% +2,447 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: 352,971 shares; 2024Q4: 408,132 shares; 2025Q1: 359,302 shares; 2025Q2: 394,451 shares; 2025Q3: 407,303 shares; 2025Q4: 409,098 shares 409,098 $79.7M 0.18% +1,795 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,384 shares; 2024Q4: 1,260,806 shares; 2025Q1: 1,362,823 shares; 2025Q2: 1,387,440 shares; 2025Q3: 1,517,499 shares; 2025Q4: 1,529,745 shares 1,529,745 $77.4M 0.18% +12,246 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: 166,237 shares; 2024Q4: 176,504 shares; 2025Q1: 173,672 shares; 2025Q2: 158,357 shares; 2025Q3: 160,710 shares; 2025Q4: 157,828 shares 157,828 $77M 0.18% -2,882 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: 614,361 shares; 2024Q4: 615,028 shares; 2025Q1: 596,088 shares; 2025Q2: 669,868 shares; 2025Q3: 676,067 shares; 2025Q4: 612,199 shares 612,199 $76.7M 0.18% -63,868 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: 3,870,795 shares; 2024Q4: 3,859,638 shares; 2025Q1: 3,991,337 shares; 2025Q2: 3,911,304 shares; 2025Q3: 3,926,746 shares; 2025Q4: 2,541,652 shares 2,541,652 $76M 0.17% -1,385,094 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: 535,657 shares; 2024Q4: 694,514 shares; 2025Q1: 662,731 shares; 2025Q2: 1,064,449 shares; 2025Q3: 1,226,174 shares; 2025Q4: 750,470 shares 750,470 $75M 0.17% -475,704 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: 864,707 shares; 2024Q4: 873,445 shares; 2025Q1: 863,071 shares; 2025Q2: 876,375 shares; 2025Q3: 914,284 shares; 2025Q4: 944,250 shares 944,250 $74.4M 0.17% +29,966 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: 200,764 shares; 2024Q4: 218,475 shares; 2025Q1: 220,013 shares; 2025Q2: 217,627 shares; 2025Q3: 223,082 shares; 2025Q4: 220,930 shares 220,930 $74.1M 0.17% -2,152 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: 297,379 shares; 2024Q4: 297,595 shares; 2025Q1: 289,156 shares; 2025Q2: 291,403 shares; 2025Q3: 303,850 shares; 2025Q4: 302,214 shares 302,214 $72.9M 0.17% -1,636 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: 2,058,443 shares; 2024Q4: 2,061,898 shares; 2025Q1: 1,925,109 shares; 2025Q2: 1,768,800 shares; 2025Q3: 1,799,672 shares; 2025Q4: 1,761,066 shares 1,761,066 $71.7M 0.16% -38,606 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,251 shares; 2024Q4: 437,116 shares; 2025Q1: 447,862 shares; 2025Q2: 443,362 shares; 2025Q3: 441,557 shares; 2025Q4: 444,932 shares 444,932 $71.1M 0.16% +3,375 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: 314,698 shares; 2024Q4: 298,817 shares; 2025Q1: 286,857 shares; 2025Q2: 199,292 shares; 2025Q3: 209,428 shares; 2025Q4: 215,108 shares 215,108 $71M 0.16% +5,680 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: 262,504 shares; 2024Q4: 288,816 shares; 2025Q1: 289,849 shares; 2025Q2: 252,245 shares; 2025Q3: 290,772 shares; 2025Q4: 288,336 shares 288,336 $71M 0.16% -2,436 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: 85,571 shares; 2024Q4: 103,167 shares; 2025Q1: 123,233 shares; 2025Q2: 137,187 shares; 2025Q3: 150,601 shares; 2025Q4: 200,738 shares 200,738 $70.9M 0.16% +50,137 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: 829,496 shares; 2024Q4: 737,266 shares; 2025Q1: 733,802 shares; 2025Q2: 716,638 shares; 2025Q3: 724,705 shares; 2025Q4: 726,719 shares 726,719 $69.8M 0.16% +2,014 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: 200,494 shares; 2024Q4: 217,341 shares; 2025Q1: 257,068 shares; 2025Q2: 267,821 shares; 2025Q3: 248,176 shares; 2025Q4: 262,795 shares 262,795 $69.6M 0.16% +14,619 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,102 shares; 2024Q4: 220,412 shares; 2025Q1: 209,813 shares; 2025Q2: 205,583 shares; 2025Q3: 207,287 shares; 2025Q4: 206,647 shares 206,647 $69.6M 0.16% -640 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: 179,040 shares; 2024Q4: 284,776 shares; 2025Q1: 282,728 shares; 2025Q2: 256,132 shares; 2025Q3: 263,370 shares; 2025Q4: 326,035 shares 326,035 $68.6M 0.16% +62,665 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,775 shares; 2024Q4: 449,209 shares; 2025Q1: 458,493 shares; 2025Q2: 463,604 shares; 2025Q3: 468,701 shares; 2025Q4: 476,044 shares 476,044 $68.4M 0.16% +7,343 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: 302,556 shares; 2024Q4: 290,142 shares; 2025Q1: 345,697 shares; 2025Q2: 312,543 shares; 2025Q3: 343,532 shares; 2025Q4: 696,310 shares 696,310 $68.1M 0.16% +352,778 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: 44,361 shares; 2024Q4: 47,164 shares; 2025Q1: 46,476 shares; 2025Q2: 65,172 shares; 2025Q3: 63,988 shares; 2025Q4: 76,634 shares 76,634 $67.4M 0.15% +12,646 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400,325 shares; 2024Q4: 1,490,986 shares; 2025Q1: 2,079,281 shares; 2025Q2: 2,070,854 shares; 2025Q3: 2,173,973 shares; 2025Q4: 2,146,037 shares 2,146,037 $67M 0.15% -27,936 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: 294,769 shares; 2024Q4: 301,972 shares; 2025Q1: 300,132 shares; 2025Q2: 358,585 shares; 2025Q3: 344,712 shares; 2025Q4: 348,284 shares 348,284 $66.5M 0.15% +3,572 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: 241,458 shares; 2024Q4: 254,035 shares; 2025Q1: 251,248 shares; 2025Q2: 253,923 shares; 2025Q3: 270,897 shares; 2025Q4: 301,107 shares 301,107 $66.2M 0.15% +30,210 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: 121,563 shares; 2024Q4: 344,361 shares; 2025Q1: 352,158 shares; 2025Q2: 285,386 shares; 2025Q3: 330,214 shares; 2025Q4: 356,916 shares 356,916 $65.7M 0.15% +26,702 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: 929,559 shares; 2024Q4: 974,244 shares; 2025Q1: 1,084,435 shares; 2025Q2: 1,107,341 shares; 2025Q3: 1,152,122 shares; 2025Q4: 1,119,736 shares 1,119,736 $65.1M 0.15% -32,386 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 943,287 shares; 2025Q3: 1,280,144 shares; 2025Q4: 1,297,336 shares 1,297,336 $64.9M 0.15% +17,192 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: 150,276 shares; 2024Q4: 159,491 shares; 2025Q1: 182,793 shares; 2025Q2: 186,239 shares; 2025Q3: 190,560 shares; 2025Q4: 206,805 shares 206,805 $63.7M 0.15% +16,245 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,211 shares; 2024Q4: 193,065 shares; 2025Q1: 185,081 shares; 2025Q2: 190,796 shares; 2025Q3: 193,473 shares; 2025Q4: 246,719 shares 246,719 $63.5M 0.15% +53,246 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: 585,843 shares; 2024Q4: 584,971 shares; 2025Q1: 578,092 shares; 2025Q2: 658,501 shares; 2025Q3: 655,308 shares; 2025Q4: 671,440 shares 671,440 $63.2M 0.15% +16,132 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: 137,200 shares; 2024Q4: 141,970 shares; 2025Q1: 141,139 shares; 2025Q2: 142,168 shares; 2025Q3: 128,602 shares; 2025Q4: 130,474 shares 130,474 $63.1M 0.14% +1,872 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,310 shares; 2024Q4: 60,479 shares; 2025Q1: 52,191 shares; 2025Q2: 54,692 shares; 2025Q3: 267,896 shares; 2025Q4: 283,487 shares 283,487 $60.9M 0.14% +15,591 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: 488,062 shares; 2025Q1: 454,924 shares; 2025Q2: 351,493 shares; 2025Q3: 364,821 shares; 2025Q4: 355,511 shares 355,511 $60.9M 0.14% -9,310 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: 503,029 shares; 2024Q4: 509,143 shares; 2025Q1: 516,176 shares; 2025Q2: 523,437 shares; 2025Q3: 509,453 shares; 2025Q4: 507,115 shares 507,115 $60.2M 0.14% -2,338 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,940 shares; 2024Q4: 158,874 shares; 2025Q1: 160,362 shares; 2025Q2: 193,381 shares; 2025Q3: 201,025 shares; 2025Q4: 204,652 shares 204,652 $60.1M 0.14% +3,627 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,266 shares; 2024Q4: 848,722 shares; 2025Q1: 1,380,076 shares; 2025Q2: 1,069,637 shares; 2025Q3: 1,107,356 shares; 2025Q4: 1,263,932 shares 1,263,932 $60.1M 0.14% +156,576 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: 135,969 shares; 2024Q4: 138,590 shares; 2025Q1: 139,361 shares; 2025Q2: 160,486 shares; 2025Q3: 160,384 shares; 2025Q4: 140,418 shares 140,418 $59.9M 0.14% -19,966 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,862 shares; 2024Q4: 779,685 shares; 2025Q1: 781,450 shares; 2025Q2: 853,084 shares; 2025Q3: 1,020,186 shares; 2025Q4: 1,160,714 shares 1,160,714 $59.8M 0.14% +140,528 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,252 shares; 2024Q4: 904,865 shares; 2025Q1: 867,001 shares; 2025Q2: 846,920 shares; 2025Q3: 847,840 shares; 2025Q4: 991,833 shares 991,833 $59.6M 0.14% +143,993 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: 137,039 shares; 2024Q4: 131,938 shares; 2025Q1: 122,433 shares; 2025Q2: 103,420 shares; 2025Q3: 103,025 shares; 2025Q4: 102,770 shares 102,770 $59.6M 0.14% -255 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,886 shares; 2024Q4: 152,531 shares; 2025Q1: 137,357 shares; 2025Q2: 137,013 shares; 2025Q3: 136,160 shares; 2025Q4: 141,007 shares 141,007 $59.5M 0.14% +4,847 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: 120,731 shares; 2024Q4: 108,783 shares; 2025Q1: 237,651 shares; 2025Q2: 262,753 shares; 2025Q3: 205,926 shares; 2025Q4: 206,995 shares 206,995 $59.1M 0.14% +1,069 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,026 shares; 2024Q4: 204,059 shares; 2025Q1: 202,784 shares; 2025Q2: 200,547 shares; 2025Q3: 196,860 shares; 2025Q4: 202,452 shares 202,452 $58.7M 0.13% +5,592 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: 126,578 shares; 2024Q4: 183,841 shares; 2025Q1: 189,414 shares; 2025Q2: 178,387 shares; 2025Q3: 178,071 shares; 2025Q4: 228,062 shares 228,062 $58.6M 0.13% +49,991 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: 124,397 shares; 2024Q4: 104,542 shares; 2025Q1: 98,441 shares; 2025Q2: 90,567 shares; 2025Q3: 75,653 shares; 2025Q4: 216,419 shares 216,419 $58.1M 0.13% +140,766 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: 274,004 shares; 2024Q4: 286,354 shares; 2025Q1: 296,890 shares; 2025Q2: 287,775 shares; 2025Q3: 285,560 shares; 2025Q4: 293,924 shares 293,924 $57.3M 0.13% +8,364 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: 38,389 shares; 2024Q4: 45,488 shares; 2025Q1: 67,702 shares; 2025Q2: 89,935 shares; 2025Q3: 86,317 shares; 2025Q4: 87,673 shares 87,673 $57.3M 0.13% +1,356 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: 638,972 shares; 2024Q4: 634,144 shares; 2025Q1: 632,629 shares; 2025Q2: 606,026 shares; 2025Q3: 538,181 shares; 2025Q4: 485,154 shares 485,154 $56.6M 0.13% -53,027 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: 317,239 shares; 2024Q4: 313,525 shares; 2025Q1: 333,296 shares; 2025Q2: 327,631 shares; 2025Q3: 313,453 shares; 2025Q4: 315,775 shares 315,775 $56.1M 0.13% +2,322 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,932 shares; 2024Q4: 459,154 shares; 2025Q1: 446,876 shares; 2025Q2: 422,704 shares; 2025Q3: 428,661 shares; 2025Q4: 436,200 shares 436,200 $55.7M 0.13% +7,539 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: 124,364 shares; 2024Q4: 124,670 shares; 2025Q1: 120,875 shares; 2025Q2: 119,712 shares; 2025Q3: 123,725 shares; 2025Q4: 118,689 shares 118,689 $55.3M 0.13% -5,036 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,699 shares; 2024Q4: 68,209 shares; 2025Q1: 68,856 shares; 2025Q2: 52,943 shares; 2025Q3: 53,486 shares; 2025Q4: 51,582 shares 51,582 $55.2M 0.13% -1,904 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: 2,820,677 shares; 2024Q4: 2,453,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,174 shares; 2025Q4: 2,215,387 shares 2,215,387 $55.2M 0.13% +199,213 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: 2,234,777 shares; 2024Q4: 2,145,165 shares; 2025Q1: 2,275,582 shares; 2025Q2: 2,221,819 shares; 2025Q3: 2,269,556 shares; 2025Q4: 2,361,902 shares 2,361,902 $54.4M 0.12% +92,346 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465,402 shares; 2024Q4: 1,555,758 shares; 2025Q1: 1,553,463 shares; 2025Q2: 1,478,568 shares; 2025Q3: 1,700,154 shares; 2025Q4: 1,747,061 shares 1,747,061 $54.1M 0.12% +46,907 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: 818,839 shares; 2024Q4: 881,059 shares; 2025Q1: 965,916 shares; 2025Q2: 1,026,106 shares; 2025Q3: 793,500 shares; 2025Q4: 795,657 shares 795,657 $53.8M 0.12% +2,157 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,991 shares; 2024Q4: 895,387 shares; 2025Q1: 810,226 shares; 2025Q2: 782,491 shares; 2025Q3: 748,500 shares; 2025Q4: 757,842 shares 757,842 $53.8M 0.12% +9,342 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,619 shares; 2024Q4: 222,023 shares; 2025Q1: 307,694 shares; 2025Q2: 308,275 shares; 2025Q3: 301,582 shares; 2025Q4: 211,626 shares 211,626 $52.3M 0.12% -89,956 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: 570,662 shares; 2024Q4: 544,824 shares; 2025Q1: 508,078 shares; 2025Q2: 572,836 shares; 2025Q3: 544,257 shares; 2025Q4: 523,160 shares 523,160 $51.9M 0.12% -21,097 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: 910,818 shares; 2024Q4: 881,318 shares; 2025Q1: 1,140,924 shares; 2025Q2: 1,055,359 shares; 2025Q3: 1,202,566 shares; 2025Q4: 1,109,045 shares 1,109,045 $51.3M 0.12% -93,521 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: 927,307 shares; 2024Q4: 918,085 shares; 2025Q1: 930,853 shares; 2025Q2: 914,696 shares; 2025Q3: 860,089 shares; 2025Q4: 888,902 shares 888,902 $51.3M 0.12% +28,813 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: 126,770 shares; 2024Q4: 126,996 shares; 2025Q1: 127,126 shares; 2025Q2: 127,143 shares; 2025Q3: 126,814 shares; 2025Q4: 124,032 shares 124,032 $51.2M 0.12% -2,782 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: 206,988 shares; 2024Q4: 220,344 shares; 2025Q1: 227,148 shares; 2025Q2: 269,300 shares; 2025Q3: 271,291 shares; 2025Q4: 220,963 shares 220,963 $51.1M 0.12% -50,328 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232,625 shares; 2024Q4: 2,254,967 shares; 2025Q1: 2,183,390 shares; 2025Q2: 2,158,952 shares; 2025Q3: 2,087,897 shares; 2025Q4: 2,053,074 shares 2,053,074 $51M 0.12% -34,823 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: 140,366 shares; 2025Q1: 130,880 shares; 2025Q2: 310,166 shares; 2025Q3: 279,587 shares; 2025Q4: 385,585 shares 385,585 $50.5M 0.12% +105,998 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: 223,370 shares; 2024Q4: 229,175 shares; 2025Q1: 224,748 shares; 2025Q2: 191,671 shares; 2025Q3: 182,472 shares; 2025Q4: 193,410 shares 193,410 $49.9M 0.11% +10,938 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,549 shares; 2024Q4: 222,533 shares; 2025Q1: 240,882 shares; 2025Q2: 224,641 shares; 2025Q3: 224,033 shares; 2025Q4: 226,484 shares 226,484 $49.2M 0.11% +2,451 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: 582,705 shares; 2024Q4: 569,493 shares; 2025Q1: 531,424 shares; 2025Q2: 497,400 shares; 2025Q3: 487,673 shares; 2025Q4: 486,740 shares 486,740 $48.6M 0.11% -933 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: not reported; 2024Q4: 1,434,643 shares; 2025Q1: 1,202,336 shares; 2025Q2: 1,036,139 shares; 2025Q3: 868,773 shares; 2025Q4: 803,748 shares 803,748 $48.4M 0.11% -65,025 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003,236 shares; 2025Q4: 1,221,187 shares 1,221,187 $48.4M 0.11% +217,951 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: 399,778 shares; 2024Q4: 444,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824,332 shares; 2025Q4: 942,754 shares 942,754 $47.7M 0.11% +118,422 Timeline FLCB 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: 2,259,391 shares; 2024Q4: 2,189,598 shares; 2025Q1: 2,261,778 shares; 2025Q2: 2,119,085 shares; 2025Q3: 2,133,542 shares; 2025Q4: 2,189,063 shares 2,189,063 $47.3M 0.11% +55,521 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,861 shares; 2024Q4: 84,320 shares; 2025Q1: 84,964 shares; 2025Q2: 85,333 shares; 2025Q3: 91,265 shares; 2025Q4: 90,426 shares 90,426 $47.3M 0.11% -839 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,559 shares; 2024Q4: 135,786 shares; 2025Q1: 131,554 shares; 2025Q2: 121,881 shares; 2025Q3: 117,271 shares; 2025Q4: 145,738 shares 145,738 $47.2M 0.11% +28,467 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,168 shares; 2024Q4: 770,408 shares; 2025Q1: 830,085 shares; 2025Q2: 957,345 shares; 2025Q3: 979,486 shares; 2025Q4: 1,032,891 shares 1,032,891 $46.9M 0.11% +53,405 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: 517,824 shares; 2024Q4: 536,744 shares; 2025Q1: 501,359 shares; 2025Q2: 487,902 shares; 2025Q3: 495,212 shares; 2025Q4: 447,559 shares 447,559 $46.6M 0.11% -47,653 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,489 shares; 2024Q4: 264,330 shares; 2025Q1: 261,437 shares; 2025Q2: 268,524 shares; 2025Q3: 329,779 shares; 2025Q4: 339,959 shares 339,959 $46.5M 0.11% +10,180 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965,644 shares; 2024Q4: 969,022 shares; 2025Q1: 966,482 shares; 2025Q2: 982,866 shares; 2025Q3: 1,024,144 shares; 2025Q4: 939,699 shares 939,699 $46.2M 0.11% -84,445 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: 866,478 shares; 2024Q4: 878,713 shares; 2025Q1: 920,237 shares; 2025Q2: 1,196,678 shares; 2025Q3: 1,048,462 shares; 2025Q4: 1,021,342 shares 1,021,342 $45.4M 0.1% -27,120 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: 440,169 shares; 2024Q4: 460,272 shares; 2025Q1: 469,660 shares; 2025Q2: 530,319 shares; 2025Q3: 547,494 shares; 2025Q4: 580,180 shares 580,180 $45.2M 0.1% +32,686 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,218 shares; 2024Q4: 260,075 shares; 2025Q1: 262,548 shares; 2025Q2: 248,775 shares; 2025Q3: 191,548 shares; 2025Q4: 156,758 shares 156,758 $45.1M 0.1% -34,790 Timeline FLGV 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: 1,554,731 shares; 2024Q4: 1,799,015 shares; 2025Q1: 1,952,975 shares; 2025Q2: 2,095,403 shares; 2025Q3: 2,117,960 shares; 2025Q4: 2,179,614 shares 2,179,614 $44.7M 0.1% +61,654 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: 1,244,831 shares; 2024Q4: 1,097,692 shares; 2025Q1: 833,758 shares; 2025Q2: 592,524 shares; 2025Q3: 483,951 shares; 2025Q4: 417,190 shares 417,190 $44.5M 0.1% -66,761 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: 244,998 shares; 2024Q4: 249,622 shares; 2025Q1: 224,038 shares; 2025Q2: 310,389 shares; 2025Q3: 313,282 shares; 2025Q4: 319,855 shares 319,855 $44.1M 0.1% +6,573 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,551 shares; 2024Q4: 786,825 shares; 2025Q1: 816,552 shares; 2025Q2: 831,647 shares; 2025Q3: 897,210 shares; 2025Q4: 920,586 shares 920,586 $43.3M 0.1% +23,376 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: 263,478 shares; 2024Q4: 231,381 shares; 2025Q1: 258,953 shares; 2025Q2: 250,629 shares; 2025Q3: 252,591 shares; 2025Q4: 242,954 shares 242,954 $42.7M 0.1% -9,637 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: 400,094 shares; 2024Q4: 384,916 shares; 2025Q1: 384,118 shares; 2025Q2: 294,494 shares; 2025Q3: 322,392 shares; 2025Q4: 322,214 shares 322,214 $42.7M 0.1% -178 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,046 shares; 2024Q4: 66,381 shares; 2025Q1: 64,840 shares; 2025Q2: 71,087 shares; 2025Q3: 67,959 shares; 2025Q4: 266,985 shares 266,985 $42.5M 0.1% +199,026 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: 219,765 shares; 2024Q4: 229,276 shares; 2025Q1: 227,154 shares; 2025Q2: 218,894 shares; 2025Q3: 268,158 shares; 2025Q4: 273,947 shares 273,947 $42.5M 0.1% +5,789 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: 697,273 shares; 2024Q4: 649,770 shares; 2025Q1: 675,488 shares; 2025Q2: 680,493 shares; 2025Q3: 692,255 shares; 2025Q4: 796,753 shares 796,753 $42.1M 0.1% +104,498 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: 586,741 shares; 2024Q4: 660,447 shares; 2025Q1: 693,730 shares; 2025Q2: 593,178 shares; 2025Q3: 619,307 shares; 2025Q4: 775,677 shares 775,677 $41.8M 0.1% +156,370 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: 834,221 shares; 2024Q4: 899,366 shares; 2025Q1: 1,013,110 shares; 2025Q2: 985,680 shares; 2025Q3: 994,019 shares; 2025Q4: 873,157 shares 873,157 $41.8M 0.1% -120,862 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,323 shares; 2024Q4: 184,484 shares; 2025Q1: 184,768 shares; 2025Q2: 199,045 shares; 2025Q3: 190,128 shares; 2025Q4: 181,403 shares 181,403 $41.5M 0.1% -8,725 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: 257,017 shares; 2024Q4: 255,644 shares; 2025Q1: 256,954 shares; 2025Q2: 260,661 shares; 2025Q3: 265,288 shares; 2025Q4: 268,591 shares 268,591 $41.3M 0.09% +3,303 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,011 shares; 2024Q4: 220,917 shares; 2025Q1: 214,597 shares; 2025Q2: 202,939 shares; 2025Q3: 202,134 shares; 2025Q4: 167,081 shares 167,081 $41.2M 0.09% -35,053 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,236 shares; 2024Q4: 613,687 shares; 2025Q1: 677,915 shares; 2025Q2: 733,223 shares; 2025Q3: 707,527 shares; 2025Q4: 701,200 shares 701,200 $41.1M 0.09% -6,327 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: 230,760 shares; 2024Q4: 254,608 shares; 2025Q1: 198,988 shares; 2025Q2: 189,539 shares; 2025Q3: 193,921 shares; 2025Q4: 191,169 shares 191,169 $40.9M 0.09% -2,752 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: 617,827 shares; 2024Q4: 599,963 shares; 2025Q1: 538,731 shares; 2025Q2: 491,768 shares; 2025Q3: 484,786 shares; 2025Q4: 915,235 shares 915,235 $40.9M 0.09% +430,449 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,596 shares; 2024Q4: 607,648 shares; 2025Q1: 620,840 shares; 2025Q2: 629,554 shares; 2025Q3: 215,360 shares; 2025Q4: 203,191 shares 203,191 $40.6M 0.09% -12,169 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,102 shares; 2024Q4: 251,025 shares; 2025Q1: 237,219 shares; 2025Q2: 204,798 shares; 2025Q3: 197,295 shares; 2025Q4: 196,285 shares 196,285 $40.3M 0.09% -1,010 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 413,136 shares; 2025Q1: 408,062 shares; 2025Q2: 365,416 shares; 2025Q3: 346,267 shares; 2025Q4: 335,607 shares 335,607 $40.2M 0.09% -10,660 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,686 shares; 2024Q4: 417,631 shares; 2025Q1: 447,924 shares; 2025Q2: 473,408 shares; 2025Q3: 474,223 shares; 2025Q4: 458,538 shares 458,538 $40.1M 0.09% -15,685 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: 405,974 shares; 2024Q4: 387,358 shares; 2025Q1: 378,154 shares; 2025Q2: 389,578 shares; 2025Q3: 388,643 shares; 2025Q4: 346,749 shares 346,749 $39.5M 0.09% -41,894 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: 54,890 shares; 2024Q4: 54,234 shares; 2025Q1: 56,366 shares; 2025Q2: 61,207 shares; 2025Q3: 56,885 shares; 2025Q4: 256,559 shares 256,559 $39.3M 0.09% +199,674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448,630 shares; 2025Q4: 934,908 shares 934,908 $39.2M 0.09% +486,278 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,089 shares; 2024Q4: 133,337 shares; 2025Q1: 161,132 shares; 2025Q2: 179,242 shares; 2025Q3: 181,860 shares; 2025Q4: 171,629 shares 171,629 $39M 0.09% -10,231 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: 46,202 shares; 2024Q4: 44,303 shares; 2025Q1: 46,811 shares; 2025Q2: 46,616 shares; 2025Q3: 46,299 shares; 2025Q4: 47,459 shares 47,459 $38.9M 0.09% +1,160 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,124 shares; 2024Q4: 954,727 shares; 2025Q1: 978,960 shares; 2025Q2: 705,861 shares; 2025Q3: 648,690 shares; 2025Q4: 720,934 shares 720,934 $38.9M 0.09% +72,244 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: 278,387 shares; 2024Q4: 302,378 shares; 2025Q1: 302,092 shares; 2025Q2: 368,348 shares; 2025Q3: 401,301 shares; 2025Q4: 418,008 shares 418,008 $38.7M 0.09% +16,707 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,363 shares; 2024Q4: 525,090 shares; 2025Q1: 489,796 shares; 2025Q2: 494,840 shares; 2025Q3: 493,907 shares; 2025Q4: 489,601 shares 489,601 $38.6M 0.09% -4,306 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,656 shares; 2024Q4: 176,229 shares; 2025Q1: 179,830 shares; 2025Q2: 209,780 shares; 2025Q3: 207,969 shares; 2025Q4: 222,189 shares 222,189 $38.5M 0.09% +14,220 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: 496,471 shares; 2024Q4: 520,941 shares; 2025Q1: 528,804 shares; 2025Q2: 519,934 shares; 2025Q3: 529,206 shares; 2025Q4: 542,997 shares 542,997 $37.7M 0.09% +13,791 Timeline JEMA 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: 498,672 shares; 2024Q4: 526,595 shares; 2025Q1: 543,144 shares; 2025Q2: 611,837 shares; 2025Q3: 652,012 shares; 2025Q4: 766,434 shares 766,434 $37.6M 0.09% +114,422 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: 1,757,182 shares; 2024Q4: 1,379,094 shares; 2025Q1: 1,530,373 shares; 2025Q2: 1,085,048 shares; 2025Q3: 1,074,339 shares; 2025Q4: 1,093,935 shares 1,093,935 $37.5M 0.09% +19,596 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: 188,397 shares; 2024Q4: 197,086 shares; 2025Q1: 183,792 shares; 2025Q2: 201,451 shares; 2025Q3: 208,341 shares; 2025Q4: 184,160 shares 184,160 $37.4M 0.09% -24,181 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 21,064 shares; 2025Q1: 110,396 shares; 2025Q2: 118,787 shares; 2025Q3: 138,184 shares; 2025Q4: 460,598 shares 460,598 $37.2M 0.09% +322,414 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: 308,732 shares; 2024Q4: 291,695 shares; 2025Q1: 250,810 shares; 2025Q2: 224,185 shares; 2025Q3: 242,449 shares; 2025Q4: 232,266 shares 232,266 $37.2M 0.09% -10,183 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: 567,299 shares 567,299 $37.1M 0.09% new 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: 409,627 shares; 2024Q4: 442,971 shares; 2025Q1: 477,801 shares; 2025Q2: 628,301 shares; 2025Q3: 626,166 shares; 2025Q4: 616,530 shares 616,530 $36.9M 0.08% -9,636 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,624 shares; 2024Q4: 1,555,779 shares; 2025Q1: 1,479,940 shares; 2025Q2: 1,471,574 shares; 2025Q3: 1,346,080 shares; 2025Q4: 1,322,152 shares 1,322,152 $36.3M 0.08% -23,928 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: 334,406 shares; 2024Q4: 1,073,658 shares; 2025Q1: 1,114,329 shares; 2025Q2: 1,140,296 shares; 2025Q3: 1,203,188 shares; 2025Q4: 1,313,568 shares 1,313,568 $36M 0.08% +110,380 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: 190,234 shares; 2024Q4: not reported; 2025Q1: 141,934 shares; 2025Q2: 150,080 shares; 2025Q3: 154,762 shares; 2025Q4: 164,721 shares 164,721 $35.8M 0.08% +9,959 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,851 shares; 2024Q4: 281,145 shares; 2025Q1: 321,491 shares; 2025Q2: 294,313 shares; 2025Q3: 283,493 shares; 2025Q4: 289,831 shares 289,831 $35.6M 0.08% +6,338 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: 1,024,151 shares; 2024Q4: 1,071,837 shares; 2025Q1: 1,110,716 shares; 2025Q2: 1,222,004 shares; 2025Q3: 1,253,715 shares; 2025Q4: 1,187,862 shares 1,187,862 $35.1M 0.08% -65,853 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: 78,965 shares; 2024Q4: 38,415 shares; 2025Q1: 36,331 shares; 2025Q2: 30,222 shares; 2025Q3: 29,465 shares; 2025Q4: 28,763 shares 28,763 $35M 0.08% -702 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,227 shares; 2024Q4: 111,981 shares; 2025Q1: 93,505 shares; 2025Q2: 96,038 shares; 2025Q3: 87,658 shares; 2025Q4: 88,782 shares 88,782 $34.6M 0.08% +1,124 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,224 shares; 2024Q4: not reported; 2025Q1: 456,739 shares; 2025Q2: 460,990 shares; 2025Q3: 476,001 shares; 2025Q4: 488,107 shares 488,107 $33.9M 0.08% +12,106 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,132 shares; 2024Q4: 216,214 shares; 2025Q1: 381,012 shares; 2025Q2: 428,069 shares; 2025Q3: 488,762 shares; 2025Q4: 742,130 shares 742,130 $33.8M 0.08% +253,368 Timeline JIVE 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: 53,320 shares; 2024Q4: 52,533 shares; 2025Q1: 65,624 shares; 2025Q2: 151,381 shares; 2025Q3: 412,925 shares; 2025Q4: 415,749 shares 415,749 $33.4M 0.08% +2,824 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,555 shares; 2024Q4: 68,425 shares; 2025Q1: 69,157 shares; 2025Q2: 85,479 shares; 2025Q3: 85,257 shares; 2025Q4: 94,191 shares 94,191 $33.1M 0.08% +8,934 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,488 shares; 2024Q4: 123,299 shares; 2025Q1: 230,990 shares; 2025Q2: 292,561 shares; 2025Q3: 268,210 shares; 2025Q4: 257,020 shares 257,020 $32.8M 0.08% -11,190 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: 287,238 shares; 2024Q4: 292,194 shares; 2025Q1: 296,052 shares; 2025Q2: 262,743 shares; 2025Q3: 283,579 shares; 2025Q4: 241,439 shares 241,439 $32.6M 0.07% -42,140 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: 379,060 shares; 2024Q4: 381,347 shares; 2025Q1: 387,807 shares; 2025Q2: 359,551 shares; 2025Q3: 366,895 shares; 2025Q4: 373,869 shares 373,869 $32.6M 0.07% +6,974 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: 74,396 shares; 2024Q4: 67,415 shares; 2025Q1: 65,847 shares; 2025Q2: 66,694 shares; 2025Q3: 68,783 shares; 2025Q4: 90,322 shares 90,322 $32.5M 0.07% +21,539 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,668 shares; 2024Q4: 174,798 shares; 2025Q1: 198,367 shares; 2025Q2: 280,069 shares; 2025Q3: 284,929 shares; 2025Q4: 201,514 shares 201,514 $32.5M 0.07% -83,415 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,614 shares; 2024Q4: 119,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,825 shares; 2025Q4: 167,131 shares 167,131 $32.4M 0.07% -18,694 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: 59,476 shares; 2024Q4: 52,032 shares; 2025Q1: 51,914 shares; 2025Q2: 49,671 shares; 2025Q3: 52,707 shares; 2025Q4: 57,165 shares 57,165 $32.4M 0.07% +4,458 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214,456 shares; 2024Q4: 1,198,784 shares; 2025Q1: 1,186,004 shares; 2025Q2: 1,161,809 shares; 2025Q3: 961,843 shares; 2025Q4: 922,395 shares 922,395 $32.4M 0.07% -39,448 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,051 shares; 2024Q4: 1,772,842 shares; 2025Q1: 1,580,241 shares; 2025Q2: 765,607 shares; 2025Q3: 436,466 shares; 2025Q4: 443,455 shares 443,455 $32.2M 0.07% +6,989 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,235 shares; 2024Q4: 275,013 shares; 2025Q1: 262,301 shares; 2025Q2: 480,653 shares; 2025Q3: 484,649 shares; 2025Q4: 476,601 shares 476,601 $32.2M 0.07% -8,048 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: 485,885 shares; 2024Q4: 713,298 shares; 2025Q1: 764,411 shares; 2025Q2: 779,069 shares; 2025Q3: 748,544 shares; 2025Q4: 837,305 shares 837,305 $32.1M 0.07% +88,761 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,425 shares; 2024Q4: 92,192 shares; 2025Q1: 68,619 shares; 2025Q2: 71,890 shares; 2025Q3: 77,456 shares; 2025Q4: 70,353 shares 70,353 $31.9M 0.07% -7,103 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: 166,814 shares; 2024Q4: 160,821 shares; 2025Q1: 159,063 shares; 2025Q2: 189,070 shares; 2025Q3: 181,690 shares; 2025Q4: 198,065 shares 198,065 $31.9M 0.07% +16,375 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: 527,842 shares; 2024Q4: 550,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576,821 shares; 2025Q4: 565,602 shares 565,602 $31.9M 0.07% -11,219 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,279 shares; 2024Q4: 104,046 shares; 2025Q1: 94,384 shares; 2025Q2: 96,346 shares; 2025Q3: 97,334 shares; 2025Q4: 163,270 shares 163,270 $31.9M 0.07% +65,936 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,985 shares; 2024Q4: 109,469 shares; 2025Q1: 110,315 shares; 2025Q2: 149,864 shares; 2025Q3: 177,904 shares; 2025Q4: 171,705 shares 171,705 $31.9M 0.07% -6,199 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,869 shares; 2024Q4: 513,339 shares; 2025Q1: 497,334 shares; 2025Q2: 488,470 shares; 2025Q3: 511,745 shares; 2025Q4: 506,018 shares 506,018 $31.8M 0.07% -5,727 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: 40,495 shares; 2024Q4: 43,930 shares; 2025Q1: 41,865 shares; 2025Q2: 50,104 shares; 2025Q3: 47,144 shares; 2025Q4: 52,670 shares 52,670 $31.8M 0.07% +5,526 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,703 shares; 2024Q4: 213,161 shares; 2025Q1: 214,457 shares; 2025Q2: 211,111 shares; 2025Q3: 217,362 shares; 2025Q4: 220,730 shares 220,730 $31.2M 0.07% +3,368 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 20,647 shares; 2025Q1: 20,779 shares; 2025Q2: 318,703 shares; 2025Q3: 332,529 shares; 2025Q4: 340,749 shares 340,749 $31.1M 0.07% +8,220 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: 352,648 shares; 2024Q4: 382,385 shares; 2025Q1: 443,812 shares; 2025Q2: 548,695 shares; 2025Q3: 618,702 shares; 2025Q4: 760,323 shares 760,323 $30.6M 0.07% +141,621 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: 63,631 shares; 2024Q4: 127,875 shares; 2025Q1: 183,101 shares; 2025Q2: 310,430 shares; 2025Q3: 536,511 shares; 2025Q4: 864,170 shares 864,170 $30.5M 0.07% +327,659 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 888,873 shares; 2025Q1: 926,541 shares; 2025Q2: 1,171,450 shares; 2025Q3: 1,194,803 shares; 2025Q4: 881,042 shares 881,042 $30.5M 0.07% -313,761 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,736 shares; 2024Q4: 105,784 shares; 2025Q1: 101,644 shares; 2025Q2: 94,634 shares; 2025Q3: 107,104 shares; 2025Q4: 112,316 shares 112,316 $30.5M 0.07% +5,212 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,277 shares; 2024Q4: 26,192 shares; 2025Q1: 28,894 shares; 2025Q2: 23,651 shares; 2025Q3: 26,677 shares; 2025Q4: 37,611 shares 37,611 $30.4M 0.07% +10,934 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,409 shares; 2024Q4: 112,037 shares; 2025Q1: 105,319 shares; 2025Q2: 105,809 shares; 2025Q3: 102,746 shares; 2025Q4: 105,274 shares 105,274 $30.4M 0.07% +2,528 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: 747,378 shares; 2024Q4: 848,749 shares; 2025Q1: 873,516 shares; 2025Q2: 871,993 shares; 2025Q3: 915,518 shares; 2025Q4: 938,815 shares 938,815 $30.1M 0.07% +23,297 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: 52,214 shares; 2024Q4: 39,464 shares; 2025Q1: 39,460 shares; 2025Q2: 50,653 shares; 2025Q3: 38,289 shares; 2025Q4: 44,575 shares 44,575 $30M 0.07% +6,286 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,607 shares; 2024Q4: 1,416,721 shares; 2025Q1: 1,074,812 shares; 2025Q2: 794,001 shares; 2025Q3: 626,446 shares; 2025Q4: 526,875 shares 526,875 $29.9M 0.07% -99,571 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: 88,415 shares; 2024Q4: 89,966 shares; 2025Q1: 98,617 shares; 2025Q2: 107,810 shares; 2025Q3: 115,277 shares; 2025Q4: 123,117 shares 123,117 $29.8M 0.07% +7,840 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,851 shares; 2024Q4: not reported; 2025Q1: 298,310 shares; 2025Q2: 305,806 shares; 2025Q3: 314,689 shares; 2025Q4: 324,548 shares 324,548 $29.8M 0.07% +9,859 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,239 shares; 2024Q4: 258,942 shares; 2025Q1: 315,098 shares; 2025Q2: 315,017 shares; 2025Q3: 393,434 shares; 2025Q4: 373,670 shares 373,670 $29.7M 0.07% -19,764 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: 474,206 shares; 2024Q4: 502,899 shares; 2025Q1: 615,539 shares; 2025Q2: 652,770 shares; 2025Q3: 691,125 shares; 2025Q4: 772,182 shares 772,182 $29.6M 0.07% +81,057 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,534 shares; 2024Q4: 64,004 shares; 2025Q1: 69,159 shares; 2025Q2: 68,180 shares; 2025Q3: 69,447 shares; 2025Q4: 74,924 shares 74,924 $29.5M 0.07% +5,477 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: 55,120 shares; 2024Q4: 55,943 shares; 2025Q1: 54,663 shares; 2025Q2: 57,173 shares; 2025Q3: 58,817 shares; 2025Q4: 60,891 shares 60,891 $29.3M 0.07% +2,074 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,850 shares; 2024Q4: 580,744 shares; 2025Q1: 618,950 shares; 2025Q2: 638,934 shares; 2025Q3: 641,116 shares; 2025Q4: 654,868 shares 654,868 $29M 0.07% +13,752 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,696 shares; 2025Q1: 92,293 shares; 2025Q2: 95,690 shares; 2025Q3: 94,394 shares; 2025Q4: 87,342 shares 87,342 $29M 0.07% -7,052 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: 198,640 shares; 2024Q4: 207,162 shares; 2025Q1: 285,463 shares; 2025Q2: 297,960 shares; 2025Q3: 295,953 shares; 2025Q4: 302,992 shares 302,992 $28.9M 0.07% +7,039 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,417 shares; 2024Q4: 124,946 shares; 2025Q1: 113,449 shares; 2025Q2: 113,825 shares; 2025Q3: 108,065 shares; 2025Q4: 176,701 shares 176,701 $28.9M 0.07% +68,636 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: 82,261 shares; 2024Q4: 84,881 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,905 shares; 2025Q4: 91,443 shares 91,443 $28.8M 0.07% +4,538 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: 215,853 shares; 2024Q4: 216,625 shares; 2025Q1: 214,184 shares; 2025Q2: 218,081 shares; 2025Q3: 219,191 shares; 2025Q4: 222,062 shares 222,062 $28.7M 0.07% +2,871 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,787 shares; 2025Q1: 191,845 shares; 2025Q2: 188,193 shares; 2025Q3: 195,992 shares; 2025Q4: 197,929 shares 197,929 $28.7M 0.07% +1,937 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: 21,755 shares; 2024Q4: 69,732 shares; 2025Q1: 243,615 shares; 2025Q2: 514,100 shares; 2025Q3: 886,905 shares; 2025Q4: 1,056,937 shares 1,056,937 $28.2M 0.06% +170,032 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: 49,878 shares; 2024Q4: not reported; 2025Q1: 64,627 shares; 2025Q2: 53,833 shares; 2025Q3: 51,393 shares; 2025Q4: 49,407 shares 49,407 $28.2M 0.06% -1,986 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: 290,010 shares; 2024Q4: 289,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271,828 shares; 2025Q4: 301,080 shares 301,080 $28.1M 0.06% +29,252 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,469 shares; 2024Q4: 91,658 shares; 2025Q1: 104,517 shares; 2025Q2: 174,341 shares; 2025Q3: 159,185 shares; 2025Q4: 266,126 shares 266,126 $27.9M 0.06% +106,941 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: 170,949 shares; 2024Q4: 204,067 shares; 2025Q1: 225,176 shares; 2025Q2: 235,936 shares; 2025Q3: 238,080 shares; 2025Q4: 242,164 shares 242,164 $27.9M 0.06% +4,084 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: 156,264 shares; 2024Q4: 150,219 shares; 2025Q1: 143,811 shares; 2025Q2: 107,849 shares; 2025Q3: 108,593 shares; 2025Q4: 110,000 shares 110,000 $27.8M 0.06% +1,407 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,469 shares; 2024Q4: 129,465 shares; 2025Q1: 147,504 shares; 2025Q2: 156,855 shares; 2025Q3: 150,463 shares; 2025Q4: 142,989 shares 142,989 $27.8M 0.06% -7,474 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,186 shares; 2024Q4: 394,239 shares; 2025Q1: 388,574 shares; 2025Q2: 370,460 shares; 2025Q3: 381,481 shares; 2025Q4: 397,437 shares 397,437 $27.6M 0.06% +15,956 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,726 shares; 2024Q4: 408,576 shares; 2025Q1: 391,689 shares; 2025Q2: 277,397 shares; 2025Q3: 272,845 shares; 2025Q4: 275,952 shares 275,952 $27.5M 0.06% +3,107 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: 69,333 shares; 2024Q4: 58,768 shares; 2025Q1: 57,707 shares; 2025Q2: 59,920 shares; 2025Q3: 60,079 shares; 2025Q4: 58,094 shares 58,094 $27.2M 0.06% -1,985 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: 674,826 shares; 2024Q4: 439,804 shares; 2025Q1: 523,436 shares; 2025Q2: 533,719 shares; 2025Q3: 590,514 shares; 2025Q4: 585,787 shares 585,787 $27.2M 0.06% -4,727 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,935 shares; 2024Q4: 275,535 shares; 2025Q1: 250,935 shares; 2025Q2: 141,628 shares; 2025Q3: 142,208 shares; 2025Q4: 238,963 shares 238,963 $27M 0.06% +96,755 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,360 shares; 2024Q4: 105,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,765 shares; 2025Q4: 214,428 shares 214,428 $27M 0.06% +57,663 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: 247,190 shares; 2024Q4: 257,817 shares; 2025Q1: 313,644 shares; 2025Q2: 341,479 shares; 2025Q3: 357,318 shares; 2025Q4: 376,346 shares 376,346 $26.9M 0.06% +19,028 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,691 shares; 2024Q4: 279,208 shares; 2025Q1: 255,079 shares; 2025Q2: 250,241 shares; 2025Q3: 250,359 shares; 2025Q4: 242,612 shares 242,612 $26.8M 0.06% -7,747 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,263 shares; 2024Q4: 114,880 shares; 2025Q1: 119,688 shares; 2025Q2: 122,825 shares; 2025Q3: 117,946 shares; 2025Q4: 118,349 shares 118,349 $26.3M 0.06% +403 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 127,698 shares; 2025Q1: 133,730 shares; 2025Q2: 74,220 shares; 2025Q3: 68,665 shares; 2025Q4: 109,419 shares 109,419 $26.3M 0.06% +40,754 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,424 shares; 2024Q4: 222,045 shares; 2025Q1: 221,100 shares; 2025Q2: 258,832 shares; 2025Q3: 254,259 shares; 2025Q4: 233,673 shares 233,673 $26.2M 0.06% -20,586 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,405 shares; 2024Q4: 39,268 shares; 2025Q1: 33,298 shares; 2025Q2: 32,177 shares; 2025Q3: 33,668 shares; 2025Q4: 39,470 shares 39,470 $26.1M 0.06% +5,802 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,768 shares; 2024Q4: 173,169 shares; 2025Q1: 167,633 shares; 2025Q2: 160,703 shares; 2025Q3: 156,024 shares; 2025Q4: 155,379 shares 155,379 $26M 0.06% -645 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: 297,777 shares; 2024Q4: 299,173 shares; 2025Q1: 287,375 shares; 2025Q2: 274,399 shares; 2025Q3: 278,950 shares; 2025Q4: 278,070 shares 278,070 $26M 0.06% -880 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,461 shares; 2024Q4: 271,767 shares; 2025Q1: 288,738 shares; 2025Q2: 322,596 shares; 2025Q3: 330,341 shares; 2025Q4: 311,082 shares 311,082 $26M 0.06% -19,259 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: 731,985 shares; 2024Q4: 721,538 shares; 2025Q1: 731,043 shares; 2025Q2: 357,685 shares; 2025Q3: 392,287 shares; 2025Q4: 401,060 shares 401,060 $25.8M 0.06% +8,773 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,538 shares; 2024Q4: 271,962 shares; 2025Q1: 268,945 shares; 2025Q2: 269,425 shares; 2025Q3: 270,589 shares; 2025Q4: 279,798 shares 279,798 $25.6M 0.06% +9,209 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: 38,634 shares; 2024Q4: 30,122 shares; 2025Q1: 43,236 shares; 2025Q2: 32,491 shares; 2025Q3: 74,570 shares; 2025Q4: 113,147 shares 113,147 $25.6M 0.06% +38,577 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: 39,195 shares; 2024Q4: 42,985 shares; 2025Q1: 44,808 shares; 2025Q2: 44,533 shares; 2025Q3: 43,316 shares; 2025Q4: 50,028 shares 50,028 $25.5M 0.06% +6,712 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: 658,425 shares; 2024Q4: 643,714 shares; 2025Q1: 604,896 shares; 2025Q2: 590,603 shares; 2025Q3: 544,537 shares; 2025Q4: 543,526 shares 543,526 $25M 0.06% -1,011 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,584 shares; 2024Q4: 322,153 shares; 2025Q1: 331,567 shares; 2025Q2: 340,314 shares; 2025Q3: 449,734 shares; 2025Q4: 455,286 shares 455,286 $25M 0.06% +5,552 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: 794,010 shares; 2024Q4: 772,132 shares; 2025Q1: 738,087 shares; 2025Q2: 735,412 shares; 2025Q3: 938,667 shares; 2025Q4: 968,638 shares 968,638 $24.9M 0.06% +29,971 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,972 shares; 2024Q4: 392,025 shares; 2025Q1: 517,705 shares; 2025Q2: 508,100 shares; 2025Q3: 519,316 shares; 2025Q4: 546,055 shares 546,055 $24.9M 0.06% +26,739 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33 $24.9M 0.06% 0 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: 94,547 shares; 2024Q4: 97,786 shares; 2025Q1: 96,488 shares; 2025Q2: 95,023 shares; 2025Q3: 94,235 shares; 2025Q4: 92,412 shares 92,412 $24.9M 0.06% -1,823 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,486 shares; 2025Q3: 582,407 shares; 2025Q4: 784,574 shares 784,574 $24.8M 0.06% +202,167 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,484 shares; 2024Q4: 559,672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620,477 shares; 2025Q4: 651,858 shares 651,858 $24.8M 0.06% +31,381 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,064 shares; 2024Q4: 82,326 shares; 2025Q1: 80,743 shares; 2025Q2: 93,294 shares; 2025Q3: 92,214 shares; 2025Q4: 89,911 shares 89,911 $24.8M 0.06% -2,303 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: 278,230 shares; 2024Q4: not reported; 2025Q1: 287,091 shares; 2025Q2: 284,142 shares; 2025Q3: 207,025 shares; 2025Q4: 240,436 shares 240,436 $24.3M 0.06% +33,411 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,834 shares; 2024Q4: 805,214 shares; 2025Q1: 932,170 shares; 2025Q2: 944,376 shares; 2025Q3: 1,157,808 shares; 2025Q4: 1,198,926 shares 1,198,926 $24.3M 0.06% +41,118 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,306 shares; 2025Q1: 4,278 shares; 2025Q2: 4,279 shares; 2025Q3: 6,889 shares; 2025Q4: 198,252 shares 198,252 $24.2M 0.06% +191,363 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: 168,716 shares; 2024Q4: 155,496 shares; 2025Q1: 174,942 shares; 2025Q2: 144,081 shares; 2025Q3: 173,363 shares; 2025Q4: 148,834 shares 148,834 $24.1M 0.06% -24,529 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,115 shares; 2024Q4: 192,447 shares; 2025Q1: 266,782 shares; 2025Q2: 275,004 shares; 2025Q3: 242,710 shares; 2025Q4: 246,414 shares 246,414 $23.7M 0.05% +3,704 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,384 shares; 2024Q4: 68,990 shares; 2025Q1: 70,286 shares; 2025Q2: 131,791 shares; 2025Q3: 128,393 shares; 2025Q4: 126,522 shares 126,522 $23.4M 0.05% -1,871 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,580 shares; 2024Q4: 384,365 shares; 2025Q1: 538,685 shares; 2025Q2: 565,212 shares; 2025Q3: 561,481 shares; 2025Q4: 496,967 shares 496,967 $23.4M 0.05% -64,514 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,085 shares; 2024Q4: 228,661 shares; 2025Q1: 170,123 shares; 2025Q2: 168,594 shares; 2025Q3: 167,111 shares; 2025Q4: 189,735 shares 189,735 $23.3M 0.05% +22,624 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: 56,140 shares; 2024Q4: 54,727 shares; 2025Q1: 54,405 shares; 2025Q2: 54,100 shares; 2025Q3: 52,882 shares; 2025Q4: 52,311 shares 52,311 $23.3M 0.05% -571 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 26,304 shares; 2025Q1: 27,235 shares; 2025Q2: 26,939 shares; 2025Q3: 28,830 shares; 2025Q4: 47,220 shares 47,220 $23.2M 0.05% +18,390 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738,744 shares; 2024Q4: 1,763,169 shares; 2025Q1: 1,887,598 shares; 2025Q2: 2,138,636 shares; 2025Q3: 2,340,270 shares; 2025Q4: 1,849,102 shares 1,849,102 $23M 0.05% -491,168 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739,548 shares; 2024Q4: 616,143 shares; 2025Q1: 416,427 shares; 2025Q2: 420,411 shares; 2025Q3: 447,419 shares; 2025Q4: 448,924 shares 448,924 $22.8M 0.05% +1,505 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330,830 shares; 2024Q4: 885,786 shares; 2025Q1: 1,061,692 shares; 2025Q2: 1,118,695 shares; 2025Q3: 1,130,530 shares; 2025Q4: 978,956 shares 978,956 $22.8M 0.05% -151,574 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,173 shares; 2024Q4: 145,849 shares; 2025Q1: 136,618 shares; 2025Q2: 134,344 shares; 2025Q3: 131,189 shares; 2025Q4: 139,679 shares 139,679 $22.7M 0.05% +8,490 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,102 shares; 2024Q4: 86,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,556 shares; 2025Q4: 72,545 shares 72,545 $22.5M 0.05% +6,989 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: 100,190 shares; 2024Q4: 107,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,121 shares; 2025Q4: 115,632 shares 115,632 $22.4M 0.05% +24,511 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: 136,619 shares; 2024Q4: 130,907 shares; 2025Q1: 130,501 shares; 2025Q2: 177,128 shares; 2025Q3: 188,339 shares; 2025Q4: 208,937 shares 208,937 $22.4M 0.05% +20,598 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: 619,168 shares; 2024Q4: 693,989 shares; 2025Q1: 295,754 shares; 2025Q2: 279,635 shares; 2025Q3: 246,044 shares; 2025Q4: 246,661 shares 246,661 $22.1M 0.05% +617 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,239 shares; 2024Q4: 34,398 shares; 2025Q1: 33,417 shares; 2025Q2: 43,418 shares; 2025Q3: 53,208 shares; 2025Q4: 61,722 shares 61,722 $22M 0.05% +8,514 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: 48,502 shares; 2024Q4: 48,378 shares; 2025Q1: 48,413 shares; 2025Q2: 88,291 shares; 2025Q3: 89,128 shares; 2025Q4: 87,697 shares 87,697 $22M 0.05% -1,431 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,876 shares; 2024Q4: 38,888 shares; 2025Q1: 34,953 shares; 2025Q2: 37,146 shares; 2025Q3: 37,276 shares; 2025Q4: 57,367 shares 57,367 $22M 0.05% +20,091 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: not reported; 2024Q4: 363,329 shares; 2025Q1: 356,951 shares; 2025Q2: 372,969 shares; 2025Q3: 440,230 shares; 2025Q4: 456,737 shares 456,737 $21.9M 0.05% +16,507 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: 379,194 shares; 2024Q4: 387,487 shares; 2025Q1: 388,712 shares; 2025Q2: 385,117 shares; 2025Q3: 386,166 shares; 2025Q4: 276,684 shares 276,684 $21.9M 0.05% -109,482 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: 108,178 shares; 2024Q4: 115,401 shares; 2025Q1: 108,723 shares; 2025Q2: 97,767 shares; 2025Q3: 94,208 shares; 2025Q4: 94,971 shares 94,971 $21.9M 0.05% +763 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: 104,831 shares; 2024Q4: 100,687 shares; 2025Q1: 95,363 shares; 2025Q2: 79,280 shares; 2025Q3: 74,376 shares; 2025Q4: 73,360 shares 73,360 $21.7M 0.05% -1,016 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: 278,951 shares; 2024Q4: 271,406 shares; 2025Q1: 266,738 shares; 2025Q2: 270,737 shares; 2025Q3: 404,095 shares; 2025Q4: 421,013 shares 421,013 $21.6M 0.05% +16,918 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,427 shares; 2024Q4: 128,060 shares; 2025Q1: 119,533 shares; 2025Q2: 115,542 shares; 2025Q3: 121,383 shares; 2025Q4: 224,733 shares 224,733 $21.6M 0.05% +103,350 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,011 shares; 2024Q4: 308,349 shares; 2025Q1: 322,047 shares; 2025Q2: 336,696 shares; 2025Q3: 373,672 shares; 2025Q4: 420,652 shares 420,652 $21.5M 0.05% +46,980 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,352 shares; 2024Q4: 327,631 shares; 2025Q1: 339,437 shares; 2025Q2: 349,701 shares; 2025Q3: 392,444 shares; 2025Q4: 443,493 shares 443,493 $21.5M 0.05% +51,049 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: 108,313 shares; 2024Q4: 115,208 shares; 2025Q1: 132,923 shares; 2025Q2: 145,276 shares; 2025Q3: 352,183 shares; 2025Q4: 430,659 shares 430,659 $21.4M 0.05% +78,476 Timeline BBHY 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: 628,982 shares; 2024Q4: 577,637 shares; 2025Q1: 608,536 shares; 2025Q2: 366,052 shares; 2025Q3: 410,340 shares; 2025Q4: 459,172 shares 459,172 $21.4M 0.05% +48,832 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,662 shares; 2024Q4: 616,345 shares; 2025Q1: 1,702,248 shares; 2025Q2: 1,861,773 shares; 2025Q3: 253,009 shares; 2025Q4: 201,439 shares 201,439 $21.3M 0.05% -51,570 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,519 shares; 2024Q4: 23,928 shares; 2025Q1: 23,001 shares; 2025Q2: 22,741 shares; 2025Q3: 22,427 shares; 2025Q4: 21,088 shares 21,088 $21.3M 0.05% -1,339 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631,530 shares; 2025Q4: 645,480 shares 645,480 $21.3M 0.05% +13,950 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,419 shares; 2024Q4: 176,918 shares; 2025Q1: 187,970 shares; 2025Q2: 165,142 shares; 2025Q3: 159,758 shares; 2025Q4: 147,699 shares 147,699 $21.2M 0.05% -12,059 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631,819 shares; 2024Q4: 1,629,200 shares; 2025Q1: 1,382,097 shares; 2025Q2: 1,251,379 shares; 2025Q3: 1,162,177 shares; 2025Q4: 1,156,582 shares 1,156,582 $21.1M 0.05% -5,595 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: 36,744 shares; 2024Q4: 65,381 shares; 2025Q1: 84,611 shares; 2025Q2: 87,086 shares; 2025Q3: 92,341 shares; 2025Q4: 214,316 shares 214,316 $21.1M 0.05% +121,975 Timeline PDP 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: 175,370 shares; 2024Q4: 181,672 shares; 2025Q1: 180,659 shares; 2025Q2: 180,567 shares; 2025Q3: 181,668 shares; 2025Q4: 180,219 shares 180,219 $21M 0.05% -1,449 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235,779 shares; 2025Q1: 250,106 shares; 2025Q2: 272,521 shares; 2025Q3: 202,809 shares; 2025Q4: 232,860 shares 232,860 $21M 0.05% +30,051 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: 401,665 shares; 2024Q4: 401,416 shares; 2025Q1: 310,636 shares; 2025Q2: 309,557 shares; 2025Q3: 302,554 shares; 2025Q4: 279,252 shares 279,252 $20.7M 0.05% -23,302 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,876 shares; 2024Q4: 139,060 shares; 2025Q1: 135,206 shares; 2025Q2: 145,733 shares; 2025Q3: 151,300 shares; 2025Q4: 150,045 shares 150,045 $20.7M 0.05% -1,255 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: 35,455 shares; 2024Q4: 34,776 shares; 2025Q1: 38,913 shares; 2025Q2: 52,072 shares; 2025Q3: 55,175 shares; 2025Q4: 35,414 shares 35,414 $20.6M 0.05% -19,761 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,034 shares; 2024Q4: 253,717 shares; 2025Q1: 254,957 shares; 2025Q2: 233,069 shares; 2025Q3: 257,994 shares; 2025Q4: 230,723 shares 230,723 $20.5M 0.05% -27,271 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,246 shares; 2024Q4: 335,350 shares; 2025Q1: 324,222 shares; 2025Q2: 320,603 shares; 2025Q3: 306,298 shares; 2025Q4: 286,949 shares 286,949 $20.5M 0.05% -19,349 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,804 shares; 2024Q4: 1,179,081 shares; 2025Q1: 937,439 shares; 2025Q2: 501,972 shares; 2025Q3: 524,146 shares; 2025Q4: 562,031 shares 562,031 $20.4M 0.05% +37,885 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105,030 shares; 2024Q4: 369,797 shares; 2025Q1: 382,605 shares; 2025Q2: 397,391 shares; 2025Q3: 437,535 shares; 2025Q4: 528,188 shares 528,188 $20.2M 0.05% +90,653 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: 735,570 shares; 2024Q4: 591,102 shares; 2025Q1: 560,144 shares; 2025Q2: 543,867 shares; 2025Q3: 545,563 shares; 2025Q4: 544,488 shares 544,488 $20.1M 0.05% -1,075 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,948 shares; 2024Q4: 290,291 shares; 2025Q1: 295,628 shares; 2025Q2: 302,644 shares; 2025Q3: 278,770 shares; 2025Q4: 227,396 shares 227,396 $20.1M 0.05% -51,374 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,869 shares; 2024Q4: 841,672 shares; 2025Q1: 447,199 shares; 2025Q2: 487,551 shares; 2025Q3: 462,343 shares; 2025Q4: 449,646 shares 449,646 $20M 0.05% -12,697 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: 12,745 shares; 2024Q4: 16,252 shares; 2025Q1: 14,431 shares; 2025Q2: 16,345 shares; 2025Q3: 18,278 shares; 2025Q4: 14,998 shares 14,998 $19.9M 0.05% -3,280 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: 46,123 shares; 2024Q4: 38,449 shares; 2025Q1: 28,927 shares; 2025Q2: 31,920 shares; 2025Q3: 32,636 shares; 2025Q4: 35,085 shares 35,085 $19.9M 0.05% +2,449 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,827 shares; 2024Q4: 170,699 shares; 2025Q1: 213,131 shares; 2025Q2: 329,441 shares; 2025Q3: 346,567 shares; 2025Q4: 198,832 shares 198,832 $19.9M 0.05% -147,735 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,123 shares; 2025Q1: 519,641 shares; 2025Q2: 542,414 shares; 2025Q3: 660,087 shares; 2025Q4: 801,949 shares 801,949 $19.9M 0.05% +141,862 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: 285,239 shares; 2024Q4: 280,935 shares; 2025Q1: 269,511 shares; 2025Q2: 762,906 shares; 2025Q3: 743,602 shares; 2025Q4: 492,545 shares 492,545 $19.8M 0.05% -251,057 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: 399,305 shares; 2024Q4: 369,463 shares; 2025Q1: 344,695 shares; 2025Q2: 367,223 shares; 2025Q3: 384,173 shares; 2025Q4: 361,369 shares 361,369 $19.5M 0.04% -22,804 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: 104,243 shares; 2024Q4: 106,132 shares; 2025Q1: 106,308 shares; 2025Q2: 105,581 shares; 2025Q3: 109,015 shares; 2025Q4: 130,624 shares 130,624 $19.4M 0.04% +21,609 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: 128,538 shares; 2024Q4: 128,347 shares; 2025Q1: 142,194 shares; 2025Q2: 136,281 shares; 2025Q3: 122,263 shares; 2025Q4: 118,536 shares 118,536 $19.3M 0.04% -3,727 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: 168,030 shares; 2024Q4: 167,490 shares; 2025Q1: 182,228 shares; 2025Q2: 108,213 shares; 2025Q3: 106,239 shares; 2025Q4: 106,114 shares 106,114 $19.3M 0.04% -125 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,856 shares; 2024Q4: 76,339 shares; 2025Q1: 43,883 shares; 2025Q2: not reported; 2025Q3: 242,761 shares; 2025Q4: 262,392 shares 262,392 $19.2M 0.04% +19,631 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: 75,368 shares; 2024Q4: 74,061 shares; 2025Q1: 86,344 shares; 2025Q2: 93,348 shares; 2025Q3: 102,196 shares; 2025Q4: 66,261 shares 66,261 $19.1M 0.04% -35,935 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 31,495 shares; 2025Q1: 242,529 shares; 2025Q2: 286,763 shares; 2025Q3: 363,939 shares; 2025Q4: 382,663 shares 382,663 $19.1M 0.04% +18,724 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: 85,816 shares; 2024Q4: 123,456 shares; 2025Q1: 134,514 shares; 2025Q2: 138,670 shares; 2025Q3: 137,751 shares; 2025Q4: 141,800 shares 141,800 $18.9M 0.04% +4,049 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,119 shares; 2024Q4: 239,817 shares; 2025Q1: 234,946 shares; 2025Q2: 213,026 shares; 2025Q3: 209,734 shares; 2025Q4: 204,367 shares 204,367 $18.9M 0.04% -5,367 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: 97,316 shares; 2024Q4: 93,438 shares; 2025Q1: 91,883 shares; 2025Q2: 93,509 shares; 2025Q3: 93,199 shares; 2025Q4: 53,854 shares 53,854 $18.8M 0.04% -39,345 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: 424,593 shares; 2024Q4: 464,177 shares; 2025Q1: 501,199 shares; 2025Q2: 561,401 shares; 2025Q3: 653,923 shares; 2025Q4: 688,364 shares 688,364 $18.8M 0.04% +34,441 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,162 shares; 2024Q4: 151,102 shares; 2025Q1: 155,619 shares; 2025Q2: 196,500 shares; 2025Q3: 392,949 shares; 2025Q4: 528,373 shares 528,373 $18.8M 0.04% +135,424 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: 109,175 shares; 2024Q4: 118,081 shares; 2025Q1: 196,372 shares; 2025Q2: 219,456 shares; 2025Q3: 265,122 shares; 2025Q4: 261,483 shares 261,483 $18.8M 0.04% -3,639 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,257 shares; 2024Q4: 84,925 shares; 2025Q1: 80,149 shares; 2025Q2: 73,768 shares; 2025Q3: 71,430 shares; 2025Q4: 50,948 shares 50,948 $18.8M 0.04% -20,482 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,906 shares; 2024Q4: 80,232 shares; 2025Q1: 93,463 shares; 2025Q2: 100,899 shares; 2025Q3: 103,803 shares; 2025Q4: 82,196 shares 82,196 $18.7M 0.04% -21,607 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,352 shares; 2024Q4: 195,947 shares; 2025Q1: 187,254 shares; 2025Q2: 238,180 shares; 2025Q3: 275,261 shares; 2025Q4: 277,948 shares 277,948 $18.7M 0.04% +2,687 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,639 shares; 2024Q4: 442,744 shares; 2025Q1: 418,419 shares; 2025Q2: 426,426 shares; 2025Q3: 441,826 shares; 2025Q4: 530,349 shares 530,349 $18.6M 0.04% +88,523 Timeline DFEV 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: 468,382 shares; 2024Q4: 465,726 shares; 2025Q1: 461,176 shares; 2025Q2: 474,303 shares; 2025Q3: 525,657 shares; 2025Q4: 550,474 shares 550,474 $18.6M 0.04% +24,817 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,102 shares; 2024Q4: 23,614 shares; 2025Q1: 23,009 shares; 2025Q2: 22,850 shares; 2025Q3: 21,732 shares; 2025Q4: 53,815 shares 53,815 $18.5M 0.04% +32,083 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,756 shares; 2024Q4: 30,284 shares; 2025Q1: 29,912 shares; 2025Q2: 68,858 shares; 2025Q3: 70,252 shares; 2025Q4: 71,378 shares 71,378 $18.5M 0.04% +1,126 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695,481 shares; 2025Q4: 724,130 shares 724,130 $18.5M 0.04% +28,649 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 54,761 shares; 2025Q1: 50,564 shares; 2025Q2: 41,015 shares; 2025Q3: 40,550 shares; 2025Q4: 32,518 shares 32,518 $18.3M 0.04% -8,032 Timeline BBMC 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: 140,109 shares; 2024Q4: 299,454 shares; 2025Q1: 171,666 shares; 2025Q2: 174,864 shares; 2025Q3: 172,685 shares; 2025Q4: 171,144 shares 171,144 $18.2M 0.04% -1,541 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,818 shares; 2024Q4: 29,344 shares; 2025Q1: 60,950 shares; 2025Q2: 66,963 shares; 2025Q3: 72,357 shares; 2025Q4: 88,509 shares 88,509 $18.1M 0.04% +16,152 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: 39,141 shares; 2024Q4: not reported; 2025Q1: 43,926 shares; 2025Q2: 45,984 shares; 2025Q3: 48,690 shares; 2025Q4: 53,650 shares 53,650 $18.1M 0.04% +4,960 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,277 shares; 2024Q4: 156,736 shares; 2025Q1: 219,773 shares; 2025Q2: 253,545 shares; 2025Q3: 299,140 shares; 2025Q4: 241,963 shares 241,963 $18.1M 0.04% -57,177 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,214 shares; 2025Q1: 47,777 shares; 2025Q2: 48,049 shares; 2025Q3: 52,289 shares; 2025Q4: 51,430 shares 51,430 $18M 0.04% -859 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,156 shares; 2024Q4: 39,760 shares; 2025Q1: 36,952 shares; 2025Q2: 44,162 shares; 2025Q3: 35,964 shares; 2025Q4: 64,259 shares 64,259 $17.9M 0.04% +28,295 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: 245,000 shares; 2024Q4: 243,565 shares; 2025Q1: 230,183 shares; 2025Q2: 244,507 shares; 2025Q3: 216,501 shares; 2025Q4: 162,339 shares 162,339 $17.9M 0.04% -54,162 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161,426 shares; 2024Q4: 1,157,841 shares; 2025Q1: 988,893 shares; 2025Q2: 894,864 shares; 2025Q3: 923,569 shares; 2025Q4: 949,055 shares 949,055 $17.9M 0.04% +25,486 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,784 shares; 2024Q4: 458,392 shares; 2025Q1: 471,173 shares; 2025Q2: 454,659 shares; 2025Q3: 424,754 shares; 2025Q4: 452,713 shares 452,713 $17.9M 0.04% +27,959 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,109 shares; 2024Q4: 160,473 shares; 2025Q1: 161,113 shares; 2025Q2: 146,883 shares; 2025Q3: 147,673 shares; 2025Q4: 156,815 shares 156,815 $17.7M 0.04% +9,142 Timeline SCHI 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: 443,501 shares; 2024Q4: 861,598 shares; 2025Q1: 834,587 shares; 2025Q2: 832,249 shares; 2025Q3: 802,550 shares; 2025Q4: 770,426 shares 770,426 $17.7M 0.04% -32,124 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,759 shares; 2024Q4: 20,088 shares; 2025Q1: 40,128 shares; 2025Q2: 40,034 shares; 2025Q3: 45,750 shares; 2025Q4: 211,466 shares 211,466 $17.6M 0.04% +165,716 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: 77,886 shares; 2024Q4: 75,968 shares; 2025Q1: 70,198 shares; 2025Q2: 68,769 shares; 2025Q3: 67,061 shares; 2025Q4: 66,478 shares 66,478 $17.5M 0.04% -583 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,473 shares; 2024Q4: 55,758 shares; 2025Q1: 56,810 shares; 2025Q2: 57,464 shares; 2025Q3: 57,272 shares; 2025Q4: 63,826 shares 63,826 $17.4M 0.04% +6,554 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,413 shares; 2024Q4: 38,964 shares; 2025Q1: 255,191 shares; 2025Q2: 286,358 shares; 2025Q3: 440,939 shares; 2025Q4: 489,779 shares 489,779 $17.4M 0.04% +48,840 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,905 shares; 2024Q4: 32,286 shares; 2025Q1: 42,081 shares; 2025Q2: 45,058 shares; 2025Q3: 44,667 shares; 2025Q4: 44,585 shares 44,585 $17.3M 0.04% -82 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: 110,831 shares; 2024Q4: 242,272 shares; 2025Q1: 240,290 shares; 2025Q2: 176,568 shares; 2025Q3: 173,224 shares; 2025Q4: 186,910 shares 186,910 $17.3M 0.04% +13,686 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: 182,066 shares; 2024Q4: 208,572 shares; 2025Q1: 240,428 shares; 2025Q2: 262,323 shares; 2025Q3: 236,411 shares; 2025Q4: 188,700 shares 188,700 $17.2M 0.04% -47,711 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: 56,844 shares; 2024Q4: 86,465 shares; 2025Q1: 75,582 shares; 2025Q2: 64,825 shares; 2025Q3: 57,770 shares; 2025Q4: 61,411 shares 61,411 $17.1M 0.04% +3,641 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,243 shares; 2024Q4: 157,633 shares; 2025Q1: 271,795 shares; 2025Q2: 272,953 shares; 2025Q3: 262,004 shares; 2025Q4: 323,520 shares 323,520 $17.1M 0.04% +61,516 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: 334,632 shares; 2024Q4: 359,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,559 shares; 2025Q4: 222,137 shares 222,137 $17M 0.04% -3,422 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: 262,802 shares; 2025Q3: 263,747 shares; 2025Q4: 351,635 shares 351,635 $17M 0.04% +87,888 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,438 shares; 2024Q4: 66,368 shares; 2025Q1: 5,339 shares; 2025Q2: 5,339 shares; 2025Q3: 324,660 shares; 2025Q4: 340,082 shares 340,082 $17M 0.04% +15,422 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,461 shares; 2024Q4: 346,180 shares; 2025Q1: 336,147 shares; 2025Q2: 207,489 shares; 2025Q3: 204,533 shares; 2025Q4: 197,390 shares 197,390 $16.9M 0.04% -7,143 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,567 shares; 2024Q4: 195,184 shares; 2025Q1: 154,418 shares; 2025Q2: 156,117 shares; 2025Q3: 159,928 shares; 2025Q4: 332,003 shares 332,003 $16.9M 0.04% +172,075 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,522 shares; 2024Q4: 188,439 shares; 2025Q1: 186,120 shares; 2025Q2: 180,077 shares; 2025Q3: 165,383 shares; 2025Q4: 164,452 shares 164,452 $16.8M 0.04% -931 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 9,427 shares; 2025Q1: 9,330 shares; 2025Q2: 9,006 shares; 2025Q3: 8,971 shares; 2025Q4: 34,369 shares 34,369 $16.7M 0.04% +25,398 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: 51,032 shares; 2024Q4: 54,276 shares; 2025Q1: 66,096 shares; 2025Q2: 73,974 shares; 2025Q3: 76,416 shares; 2025Q4: 79,604 shares 79,604 $16.6M 0.04% +3,188 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: 154,598 shares; 2024Q4: 166,456 shares; 2025Q1: 156,995 shares; 2025Q2: 161,028 shares; 2025Q3: 171,949 shares; 2025Q4: 171,109 shares 171,109 $16.6M 0.04% -840 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,345 shares; 2024Q4: 327,625 shares; 2025Q1: 281,601 shares; 2025Q2: 395,267 shares; 2025Q3: 550,416 shares; 2025Q4: 657,713 shares 657,713 $16.6M 0.04% +107,297 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,806 shares; 2024Q4: 292,156 shares; 2025Q1: 305,395 shares; 2025Q2: 336,571 shares; 2025Q3: 345,338 shares; 2025Q4: 336,781 shares 336,781 $16.5M 0.04% -8,557 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,603 shares; 2024Q4: not reported; 2025Q1: 520,999 shares; 2025Q2: 597,996 shares; 2025Q3: 647,103 shares; 2025Q4: 587,055 shares 587,055 $16.5M 0.04% -60,048 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,596 shares; 2024Q4: 531,073 shares; 2025Q1: 503,736 shares; 2025Q2: 575,752 shares; 2025Q3: 588,943 shares; 2025Q4: 628,660 shares 628,660 $16.5M 0.04% +39,717 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,611 shares; 2024Q4: 16,502 shares; 2025Q1: 17,679 shares; 2025Q2: 19,543 shares; 2025Q3: 19,269 shares; 2025Q4: 57,413 shares 57,413 $16.5M 0.04% +38,144 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: 1,390,887 shares; 2024Q4: 1,651,191 shares; 2025Q1: 923,247 shares; 2025Q2: 929,210 shares; 2025Q3: 207,081 shares; 2025Q4: 144,365 shares 144,365 $16.4M 0.04% -62,716 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: 202,186 shares; 2024Q4: 193,995 shares; 2025Q1: 192,910 shares; 2025Q2: 170,274 shares; 2025Q3: 164,955 shares; 2025Q4: 164,522 shares 164,522 $16.3M 0.04% -433 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,175 shares; 2025Q2: 415,505 shares; 2025Q3: 401,195 shares; 2025Q4: 368,396 shares 368,396 $16.1M 0.04% -32,799 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: 32,028 shares; 2024Q4: 33,467 shares; 2025Q1: 34,398 shares; 2025Q2: 53,594 shares; 2025Q3: 247,419 shares; 2025Q4: 283,218 shares 283,218 $16.1M 0.04% +35,799 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,748 shares; 2024Q4: 142,423 shares; 2025Q1: 130,124 shares; 2025Q2: 133,089 shares; 2025Q3: 137,359 shares; 2025Q4: 138,008 shares 138,008 $16M 0.04% +649 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,438 shares; 2024Q4: 84,473 shares; 2025Q1: 86,078 shares; 2025Q2: 84,227 shares; 2025Q3: 85,252 shares; 2025Q4: 79,172 shares 79,172 $16M 0.04% -6,080 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: 14,361 shares; 2024Q4: 30,727 shares; 2025Q1: 42,280 shares; 2025Q2: 43,963 shares; 2025Q3: 55,840 shares; 2025Q4: 104,069 shares 104,069 $15.9M 0.04% +48,229 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: 190,131 shares; 2024Q4: 193,541 shares; 2025Q1: 256,775 shares; 2025Q2: 300,547 shares; 2025Q3: 336,358 shares; 2025Q4: 332,329 shares 332,329 $15.9M 0.04% -4,029 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,711 shares; 2024Q4: 178,142 shares; 2025Q1: 167,240 shares; 2025Q2: 140,434 shares; 2025Q3: 128,149 shares; 2025Q4: 84,354 shares 84,354 $15.9M 0.04% -43,795 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,255 shares; 2024Q4: 39,335 shares; 2025Q1: 38,959 shares; 2025Q2: 31,505 shares; 2025Q3: 31,412 shares; 2025Q4: 31,010 shares 31,010 $15.8M 0.04% -402 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,982 shares; 2024Q4: 207,579 shares; 2025Q1: 235,460 shares; 2025Q2: 242,701 shares; 2025Q3: 239,925 shares; 2025Q4: 213,158 shares 213,158 $15.8M 0.04% -26,767 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,510 shares; 2024Q4: 218,022 shares; 2025Q1: 211,001 shares; 2025Q2: 180,654 shares; 2025Q3: 176,974 shares; 2025Q4: 154,213 shares 154,213 $15.8M 0.04% -22,761 Timeline FGD 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: 109,536 shares; 2024Q4: 122,005 shares; 2025Q1: 191,530 shares; 2025Q2: 447,827 shares; 2025Q3: 482,964 shares; 2025Q4: 520,310 shares 520,310 $15.8M 0.04% +37,346 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,435 shares; 2024Q4: 162,431 shares; 2025Q1: 152,098 shares; 2025Q2: 118,503 shares; 2025Q3: 100,887 shares; 2025Q4: 275,638 shares 275,638 $15.8M 0.04% +174,751 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,199 shares; 2024Q4: 95,010 shares; 2025Q1: 95,890 shares; 2025Q2: 96,073 shares; 2025Q3: 109,363 shares; 2025Q4: 105,361 shares 105,361 $15.7M 0.04% -4,002 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: 273,929 shares; 2024Q4: 246,498 shares; 2025Q1: 240,094 shares; 2025Q2: 252,471 shares; 2025Q3: 232,636 shares; 2025Q4: 185,726 shares 185,726 $15.6M 0.04% -46,910 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,305 shares; 2024Q4: 333,080 shares; 2025Q1: 692,936 shares; 2025Q2: 786,087 shares; 2025Q3: 767,968 shares; 2025Q4: 661,602 shares 661,602 $15.6M 0.04% -106,366 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 167,329 shares; 2025Q1: 174,288 shares; 2025Q2: 175,680 shares; 2025Q3: 182,686 shares; 2025Q4: 188,548 shares 188,548 $15.6M 0.04% +5,862 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: 253,252 shares; 2024Q4: 239,300 shares; 2025Q1: 248,944 shares; 2025Q2: 342,544 shares; 2025Q3: 333,704 shares; 2025Q4: 339,315 shares 339,315 $15.5M 0.04% +5,611 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 22,633 shares; 2025Q1: 28,287 shares; 2025Q2: 28,241 shares; 2025Q3: 30,299 shares; 2025Q4: 137,494 shares 137,494 $15.5M 0.04% +107,195 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: 85,019 shares; 2024Q4: 91,667 shares; 2025Q1: 28,333 shares; 2025Q2: 31,829 shares; 2025Q3: 83,977 shares; 2025Q4: 97,881 shares 97,881 $15.3M 0.04% +13,904 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: 314,956 shares; 2024Q4: 307,912 shares; 2025Q1: 291,043 shares; 2025Q2: 305,786 shares; 2025Q3: 316,935 shares; 2025Q4: 311,776 shares 311,776 $15.3M 0.04% -5,159 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,327 shares; 2025Q1: 6,684 shares; 2025Q2: 7,339 shares; 2025Q3: 7,699 shares; 2025Q4: 7,559 shares 7,559 $15.2M 0.03% -140 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 11,604 shares; 2025Q1: 20,557 shares; 2025Q2: 24,927 shares; 2025Q3: 23,825 shares; 2025Q4: 132,603 shares 132,603 $15.2M 0.03% +108,778 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021,446 shares; 2024Q4: 1,022,243 shares; 2025Q1: 869,997 shares; 2025Q2: 802,891 shares; 2025Q3: 788,032 shares; 2025Q4: 763,183 shares 763,183 $15.1M 0.03% -24,849 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,158 shares; 2024Q4: 27,158 shares; 2025Q1: 448,669 shares; 2025Q2: 591,425 shares; 2025Q3: 1,213,020 shares; 2025Q4: 1,287,832 shares 1,287,832 $15M 0.03% +74,812 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,031 shares; 2024Q4: 135,051 shares; 2025Q1: 132,398 shares; 2025Q2: 134,492 shares; 2025Q3: 170,155 shares; 2025Q4: 175,818 shares 175,818 $14.9M 0.03% +5,663 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 4,624 shares; 2025Q1: 4,813 shares; 2025Q2: 4,896 shares; 2025Q3: 5,973 shares; 2025Q4: 38,782 shares 38,782 $14.7M 0.03% +32,809 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,347 shares; 2024Q4: 93,409 shares; 2025Q1: 112,508 shares; 2025Q2: 114,563 shares; 2025Q3: 116,981 shares; 2025Q4: 103,536 shares 103,536 $14.6M 0.03% -13,445 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,307 shares; 2024Q4: 22,417 shares; 2025Q1: 22,147 shares; 2025Q2: 21,428 shares; 2025Q3: 24,266 shares; 2025Q4: 78,830 shares 78,830 $14.6M 0.03% +54,564 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,587 shares; 2024Q4: 349,763 shares; 2025Q1: 252,685 shares; 2025Q2: 224,328 shares; 2025Q3: 199,866 shares; 2025Q4: 197,587 shares 197,587 $14.6M 0.03% -2,279 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: 94,087 shares; 2024Q4: 100,801 shares; 2025Q1: 228,553 shares; 2025Q2: 225,363 shares; 2025Q3: 219,324 shares; 2025Q4: 216,170 shares 216,170 $14.6M 0.03% -3,154 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,156 shares; 2024Q4: 27,964 shares; 2025Q1: 27,888 shares; 2025Q2: 28,270 shares; 2025Q3: 29,300 shares; 2025Q4: 70,054 shares 70,054 $14.5M 0.03% +40,754 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,158 shares; 2024Q4: 234,183 shares; 2025Q1: 255,035 shares; 2025Q2: 268,214 shares; 2025Q3: 272,253 shares; 2025Q4: 268,269 shares 268,269 $14.4M 0.03% -3,984 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,802 shares; 2024Q4: 65,986 shares; 2025Q1: 75,481 shares; 2025Q2: 77,186 shares; 2025Q3: 73,250 shares; 2025Q4: 77,095 shares 77,095 $14.3M 0.03% +3,845 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,917 shares; 2024Q4: 28,723 shares; 2025Q1: 28,545 shares; 2025Q2: 31,317 shares; 2025Q3: 30,552 shares; 2025Q4: 32,206 shares 32,206 $14.3M 0.03% +1,654 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,986 shares; 2024Q4: 23,668 shares; 2025Q1: 22,408 shares; 2025Q2: 31,807 shares; 2025Q3: 30,268 shares; 2025Q4: 29,441 shares 29,441 $14.3M 0.03% -827 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,603 shares; 2024Q4: 231,273 shares; 2025Q1: 220,827 shares; 2025Q2: 213,098 shares; 2025Q3: 214,889 shares; 2025Q4: 203,534 shares 203,534 $14.3M 0.03% -11,355 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,614 shares; 2024Q4: 371,304 shares; 2025Q1: 381,668 shares; 2025Q2: 453,004 shares; 2025Q3: 565,988 shares; 2025Q4: 561,974 shares 561,974 $14.2M 0.03% -4,014 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,163 shares; 2024Q4: 165,501 shares; 2025Q1: 192,367 shares; 2025Q2: 200,074 shares; 2025Q3: 187,842 shares; 2025Q4: 164,046 shares 164,046 $14.2M 0.03% -23,796 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,812 shares; 2024Q4: 394,835 shares; 2025Q1: 402,861 shares; 2025Q2: 299,962 shares; 2025Q3: 308,319 shares; 2025Q4: 174,009 shares 174,009 $14.2M 0.03% -134,310 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,383 shares; 2024Q4: 622,387 shares; 2025Q1: 839,507 shares; 2025Q2: 807,931 shares; 2025Q3: 920,317 shares; 2025Q4: 879,867 shares 879,867 $14.1M 0.03% -40,450 Timeline XDEC 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: 337,274 shares; 2024Q4: 341,951 shares; 2025Q1: 345,273 shares; 2025Q2: 347,346 shares; 2025Q3: 348,493 shares; 2025Q4: 344,691 shares 344,691 $14.1M 0.03% -3,802 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,816 shares; 2024Q4: 220,404 shares; 2025Q1: 215,475 shares; 2025Q2: 212,889 shares; 2025Q3: 212,115 shares; 2025Q4: 222,746 shares 222,746 $14.1M 0.03% +10,631 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,225 shares; 2024Q4: 36,505 shares; 2025Q1: 31,692 shares; 2025Q2: 28,026 shares; 2025Q3: 27,627 shares; 2025Q4: 233,056 shares 233,056 $14.1M 0.03% +205,429 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: 112,683 shares; 2024Q4: 118,224 shares; 2025Q1: 118,990 shares; 2025Q2: 118,164 shares; 2025Q3: 173,991 shares; 2025Q4: 185,889 shares 185,889 $14M 0.03% +11,898 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,598 shares; 2024Q4: 154,747 shares; 2025Q1: 155,479 shares; 2025Q2: 156,413 shares; 2025Q3: 157,018 shares; 2025Q4: 157,146 shares 157,146 $14M 0.03% +128 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,705 shares; 2024Q4: not reported; 2025Q1: 80,360 shares; 2025Q2: 91,030 shares; 2025Q3: 97,377 shares; 2025Q4: 105,624 shares 105,624 $14M 0.03% +8,247 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,344 shares; 2024Q4: 103,298 shares; 2025Q1: 77,561 shares; 2025Q2: 21,507 shares; 2025Q3: 18,963 shares; 2025Q4: 62,223 shares 62,223 $13.9M 0.03% +43,260 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332,222 shares; 2025Q4: 319,494 shares 319,494 $13.9M 0.03% -12,728 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,772 shares; 2024Q4: 218,664 shares; 2025Q1: 222,815 shares; 2025Q2: 227,690 shares; 2025Q3: 228,663 shares; 2025Q4: 229,687 shares 229,687 $13.9M 0.03% +1,024 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,213 shares; 2024Q4: 37,485 shares; 2025Q1: 21,811 shares; 2025Q2: 16,022 shares; 2025Q3: 39,127 shares; 2025Q4: 48,860 shares 48,860 $13.8M 0.03% +9,733 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: 340,455 shares; 2024Q4: not reported; 2025Q1: 290,416 shares; 2025Q2: 258,037 shares; 2025Q3: 264,950 shares; 2025Q4: 258,713 shares 258,713 $13.8M 0.03% -6,237 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: 84,279 shares; 2024Q4: 85,646 shares; 2025Q1: 82,291 shares; 2025Q2: 77,108 shares; 2025Q3: 75,596 shares; 2025Q4: 77,812 shares 77,812 $13.8M 0.03% +2,216 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,898 shares; 2024Q4: 265,962 shares; 2025Q1: 39,064 shares; 2025Q2: 37,202 shares; 2025Q3: 41,976 shares; 2025Q4: 117,650 shares 117,650 $13.8M 0.03% +75,674 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,252 shares; 2024Q4: 173,109 shares; 2025Q1: 195,604 shares; 2025Q2: 226,236 shares; 2025Q3: 251,815 shares; 2025Q4: 269,625 shares 269,625 $13.8M 0.03% +17,810 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,087 shares; 2024Q4: 52,320 shares; 2025Q1: 53,621 shares; 2025Q2: 49,837 shares; 2025Q3: 48,580 shares; 2025Q4: 48,031 shares 48,031 $13.7M 0.03% -549 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 50,278 shares; 2025Q1: 56,514 shares; 2025Q2: 28,275 shares; 2025Q3: 33,737 shares; 2025Q4: 29,131 shares 29,131 $13.7M 0.03% -4,606 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 8,786 shares; 2025Q1: 9,183 shares; 2025Q2: 13,223 shares; 2025Q3: 17,232 shares; 2025Q4: 59,106 shares 59,106 $13.6M 0.03% +41,874 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,606 shares; 2024Q4: 109,805 shares; 2025Q1: 92,038 shares; 2025Q2: 87,280 shares; 2025Q3: 82,780 shares; 2025Q4: 80,642 shares 80,642 $13.6M 0.03% -2,138 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,693 shares; 2024Q4: 49,696 shares; 2025Q1: 40,357 shares; 2025Q2: 56,222 shares; 2025Q3: 118,524 shares; 2025Q4: 135,011 shares 135,011 $13.5M 0.03% +16,487 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 90,067 shares; 2025Q1: 253,111 shares; 2025Q2: 279,661 shares; 2025Q3: 291,253 shares; 2025Q4: 303,553 shares 303,553 $13.5M 0.03% +12,300 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 9,388 shares; 2025Q1: 6,446 shares; 2025Q2: 53,231 shares; 2025Q3: 51,899 shares; 2025Q4: 42,279 shares 42,279 $13.5M 0.03% -9,620 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: 542,167 shares; 2024Q4: 610,927 shares; 2025Q1: 624,361 shares; 2025Q2: 694,053 shares; 2025Q3: 735,106 shares; 2025Q4: 807,701 shares 807,701 $13.3M 0.03% +72,595 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: 36,018 shares; 2024Q4: 37,050 shares; 2025Q1: 36,135 shares; 2025Q2: 35,654 shares; 2025Q3: 35,173 shares; 2025Q4: 35,589 shares 35,589 $13.3M 0.03% +416 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: 80,436 shares; 2024Q4: not reported; 2025Q1: 76,508 shares; 2025Q2: 76,182 shares; 2025Q3: 76,893 shares; 2025Q4: 77,697 shares 77,697 $13.2M 0.03% +804 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,803 shares; 2024Q4: 10,196 shares; 2025Q1: 9,500 shares; 2025Q2: 9,717 shares; 2025Q3: 12,336 shares; 2025Q4: 51,923 shares 51,923 $13.1M 0.03% +39,587 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242,876 shares; 2025Q1: 260,672 shares; 2025Q2: 266,687 shares; 2025Q3: 276,450 shares; 2025Q4: 296,699 shares 296,699 $13.1M 0.03% +20,249 Timeline