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: 2,519,669 shares; 2024Q4: 2,569,716 shares; 2025Q1: 2,404,075 shares; 2025Q2: 2,558,681 shares; 2025Q3: 2,652,334 shares; 2025Q4: 2,829,676 shares 2,829,676 $769M 3.17% +177,342 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: 2,464,845 shares; 2024Q4: 2,839,994 shares; 2025Q1: 2,584,616 shares; 2025Q2: 2,715,857 shares; 2025Q3: 2,815,090 shares; 2025Q4: 2,953,224 shares 2,953,224 $551M 2.27% +138,134 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: 619,165 shares; 2024Q4: 608,130 shares; 2025Q1: 604,387 shares; 2025Q2: 613,081 shares; 2025Q3: 613,629 shares; 2025Q4: 619,041 shares 619,041 $544M 2.24% +5,412 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: 609,816 shares; 2024Q4: 677,332 shares; 2025Q1: 628,358 shares; 2025Q2: 733,125 shares; 2025Q3: 660,367 shares; 2025Q4: 694,671 shares 694,671 $476M 1.96% +34,304 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: 863,082 shares; 2024Q4: 823,027 shares; 2025Q1: 791,390 shares; 2025Q2: 805,453 shares; 2025Q3: 896,117 shares; 2025Q4: 969,065 shares 969,065 $469M 1.93% +72,948 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: 590,690 shares; 2024Q4: 623,191 shares; 2025Q1: 583,566 shares; 2025Q2: 630,939 shares; 2025Q3: 624,727 shares; 2025Q4: 675,125 shares 675,125 $415M 1.71% +50,398 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: 470,954 shares; 2024Q4: 488,425 shares; 2025Q1: 446,643 shares; 2025Q2: 453,503 shares; 2025Q3: 461,854 shares; 2025Q4: 508,077 shares 508,077 $346M 1.43% +46,223 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: 1,304,971 shares; 2024Q4: 1,264,608 shares; 2025Q1: 1,215,503 shares; 2025Q2: 1,302,223 shares; 2025Q3: 1,367,416 shares; 2025Q4: 1,466,197 shares 1,466,197 $338M 1.4% +98,781 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: 414,244 shares; 2024Q4: 464,960 shares; 2025Q1: 455,226 shares; 2025Q2: 507,886 shares; 2025Q3: 505,191 shares; 2025Q4: 574,349 shares 574,349 $280M 1.16% +69,158 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: 431,981 shares; 2024Q4: 534,551 shares; 2025Q1: 587,897 shares; 2025Q2: 457,689 shares; 2025Q3: 417,816 shares; 2025Q4: 445,834 shares 445,834 $280M 1.15% +28,018 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: 618,470 shares; 2024Q4: 570,829 shares; 2025Q1: 536,904 shares; 2025Q2: 571,281 shares; 2025Q3: 655,261 shares; 2025Q4: 725,595 shares 725,595 $227M 0.94% +70,334 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: 518,084 shares; 2024Q4: 420,484 shares; 2025Q1: 397,851 shares; 2025Q2: 436,672 shares; 2025Q3: 477,611 shares; 2025Q4: 449,537 shares 449,537 $226M 0.93% -28,074 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: 3,000,888 shares; 2024Q4: 3,697,300 shares; 2025Q1: 3,683,059 shares; 2025Q2: 4,344,269 shares; 2025Q3: 4,418,723 shares; 2025Q4: 5,096,745 shares 5,096,745 $222M 0.92% +678,022 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: 710,775 shares; 2024Q4: 672,659 shares; 2025Q1: 529,748 shares; 2025Q2: 572,106 shares; 2025Q3: 527,549 shares; 2025Q4: 572,413 shares 572,413 $192M 0.79% +44,864 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: 2,526,165 shares; 2024Q4: 2,572,894 shares; 2025Q1: 2,526,316 shares; 2025Q2: 2,622,035 shares; 2025Q3: 2,641,758 shares; 2025Q4: 2,756,341 shares 2,756,341 $191M 0.79% +114,583 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: 648,854 shares; 2024Q4: 505,622 shares; 2025Q1: 516,789 shares; 2025Q2: 539,478 shares; 2025Q3: 580,314 shares; 2025Q4: 579,771 shares 579,771 $182M 0.75% -543 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: 901,424 shares; 2024Q4: 971,452 shares; 2025Q1: 842,445 shares; 2025Q2: 797,777 shares; 2025Q3: 792,300 shares; 2025Q4: 931,476 shares 931,476 $178M 0.73% +139,176 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: 636,355 shares; 2024Q4: 524,974 shares; 2025Q1: 483,827 shares; 2025Q2: 479,817 shares; 2025Q3: 527,482 shares; 2025Q4: 539,571 shares 539,571 $174M 0.72% +12,089 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869,497 shares; 2024Q4: 3,072,896 shares; 2025Q1: 3,303,076 shares; 2025Q2: 3,369,590 shares; 2025Q3: 3,253,106 shares; 2025Q4: 3,674,421 shares 3,674,421 $169M 0.7% +421,315 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: 1,016,691 shares; 2024Q4: 1,006,578 shares; 2025Q1: 968,903 shares; 2025Q2: 1,061,435 shares; 2025Q3: 1,072,883 shares; 2025Q4: 1,095,800 shares 1,095,800 $157M 0.65% +22,917 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: 232,645 shares; 2024Q4: 251,933 shares; 2025Q1: 290,454 shares; 2025Q2: 318,386 shares; 2025Q3: 361,542 shares; 2025Q4: 381,799 shares 381,799 $151M 0.62% +20,257 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: 547,809 shares; 2024Q4: 571,071 shares; 2025Q1: 541,903 shares; 2025Q2: 534,579 shares; 2025Q3: 550,293 shares; 2025Q4: 727,584 shares 727,584 $145M 0.6% +177,291 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: 272,987 shares; 2024Q4: 346,591 shares; 2025Q1: 296,201 shares; 2025Q2: 322,697 shares; 2025Q3: 342,683 shares; 2025Q4: 394,855 shares 394,855 $137M 0.56% +52,172 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: 995,053 shares; 2024Q4: 1,264,166 shares; 2025Q1: 1,755,425 shares; 2025Q2: 2,086,034 shares; 2025Q3: 2,205,095 shares; 2025Q4: 2,688,788 shares 2,688,788 $136M 0.56% +483,693 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: 128,773 shares; 2024Q4: 143,121 shares; 2025Q1: 150,137 shares; 2025Q2: 144,614 shares; 2025Q3: 165,169 shares; 2025Q4: 191,019 shares 191,019 $126M 0.52% +25,850 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: 516,151 shares; 2024Q4: 407,488 shares; 2025Q1: 395,984 shares; 2025Q2: 351,636 shares; 2025Q3: 398,490 shares; 2025Q4: 541,017 shares 541,017 $119M 0.49% +142,527 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: 243,559 shares; 2024Q4: 251,432 shares; 2025Q1: 232,161 shares; 2025Q2: 246,514 shares; 2025Q3: 246,214 shares; 2025Q4: 260,508 shares 260,508 $117M 0.48% +14,294 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: 86,553 shares; 2024Q4: 82,920 shares; 2025Q1: 84,220 shares; 2025Q2: 85,380 shares; 2025Q3: 90,318 shares; 2025Q4: 108,124 shares 108,124 $116M 0.48% +17,806 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: 157,467 shares; 2024Q4: 163,946 shares; 2025Q1: 160,397 shares; 2025Q2: 166,388 shares; 2025Q3: 184,950 shares; 2025Q4: 202,090 shares 202,090 $116M 0.48% +17,140 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: 1,805,123 shares; 2024Q4: 1,794,600 shares; 2025Q1: 1,828,246 shares; 2025Q2: 2,079,960 shares; 2025Q3: 2,258,833 shares; 2025Q4: 2,576,150 shares 2,576,150 $115M 0.47% +317,317 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: 1,087,965 shares; 2024Q4: 1,321,467 shares; 2025Q1: 1,493,777 shares; 2025Q2: 1,785,759 shares; 2025Q3: 1,906,294 shares; 2025Q4: 1,980,485 shares 1,980,485 $113M 0.47% +74,191 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: 811,728 shares; 2024Q4: 826,909 shares; 2025Q1: 401,905 shares; 2025Q2: 407,230 shares; 2025Q3: 608,799 shares; 2025Q4: 578,600 shares 578,600 $111M 0.46% -30,199 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: 1,788,758 shares; 2024Q4: 1,893,924 shares; 2025Q1: 1,736,361 shares; 2025Q2: 1,869,946 shares; 2025Q3: 3,208,731 shares; 2025Q4: 3,220,487 shares 3,220,487 $110M 0.46% +11,756 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,423 shares; 2024Q4: 468,275 shares; 2025Q1: 1,097,753 shares; 2025Q2: 1,980,290 shares; 2025Q3: 2,436,818 shares; 2025Q4: 3,003,617 shares 3,003,617 $110M 0.45% +566,799 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: 1,613,638 shares; 2024Q4: 1,779,211 shares; 2025Q1: 1,588,281 shares; 2025Q2: 1,592,233 shares; 2025Q3: 1,558,485 shares; 2025Q4: 1,645,618 shares 1,645,618 $99M 0.41% +87,133 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: 798,538 shares; 2024Q4: 749,385 shares; 2025Q1: 738,134 shares; 2025Q2: 675,377 shares; 2025Q3: 851,538 shares; 2025Q4: 869,454 shares 869,454 $96.9M 0.4% +17,916 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: 323,018 shares; 2024Q4: 268,106 shares; 2025Q1: 273,038 shares; 2025Q2: 305,492 shares; 2025Q3: 320,962 shares; 2025Q4: 333,407 shares 333,407 $96.8M 0.4% +12,445 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: 381,561 shares; 2024Q4: 378,563 shares; 2025Q1: 321,511 shares; 2025Q2: 339,865 shares; 2025Q3: 332,670 shares; 2025Q4: 670,020 shares 670,020 $96.5M 0.4% +337,350 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,843 shares; 2024Q4: 173,563 shares; 2025Q1: 141,118 shares; 2025Q2: 151,533 shares; 2025Q3: 175,583 shares; 2025Q4: 202,918 shares 202,918 $96M 0.4% +27,335 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: 598,017 shares; 2024Q4: 658,404 shares; 2025Q1: 634,418 shares; 2025Q2: 710,137 shares; 2025Q3: 689,623 shares; 2025Q4: 775,929 shares 775,929 $95.6M 0.39% +86,306 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: 1,048,769 shares; 2024Q4: 1,126,138 shares; 2025Q1: 266,902 shares; 2025Q2: 337,892 shares; 2025Q3: 1,238,268 shares; 2025Q4: 1,282,232 shares 1,282,232 $95M 0.39% +43,964 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987,510 shares; 2024Q4: 1,011,062 shares; 2025Q1: 1,135,197 shares; 2025Q2: 1,177,549 shares; 2025Q3: 1,219,845 shares; 2025Q4: 1,177,467 shares 1,177,467 $94.5M 0.39% -42,378 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: 354,769 shares; 2024Q4: 347,162 shares; 2025Q1: 338,655 shares; 2025Q2: 351,326 shares; 2025Q3: 391,614 shares; 2025Q4: 410,867 shares 410,867 $93.9M 0.39% +19,253 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574,832 shares; 2024Q4: 4,671,268 shares; 2025Q1: 3,272,557 shares; 2025Q2: 2,675,988 shares; 2025Q3: 3,446,198 shares; 2025Q4: 3,396,225 shares 3,396,225 $93.2M 0.38% -49,973 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: 69,020 shares; 2024Q4: 74,864 shares; 2025Q1: 71,722 shares; 2025Q2: 75,942 shares; 2025Q3: 95,043 shares; 2025Q4: 104,328 shares 104,328 $90M 0.37% +9,285 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: 322,132 shares; 2024Q4: 351,433 shares; 2025Q1: 362,246 shares; 2025Q2: 398,674 shares; 2025Q3: 384,824 shares; 2025Q4: 446,419 shares 446,419 $89.1M 0.37% +61,595 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: 246,198 shares; 2024Q4: 204,441 shares; 2025Q1: 196,123 shares; 2025Q2: 199,512 shares; 2025Q3: 227,586 shares; 2025Q4: 250,979 shares 250,979 $88M 0.36% +23,393 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: 1,073,768 shares; 2024Q4: 1,125,334 shares; 2025Q1: 1,070,356 shares; 2025Q2: 1,142,837 shares; 2025Q3: 1,196,496 shares; 2025Q4: 1,383,454 shares 1,383,454 $86.4M 0.36% +186,958 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814,452 shares; 2024Q4: 2,124,373 shares; 2025Q1: 1,871,794 shares; 2025Q2: 1,983,445 shares; 2025Q3: 2,180,073 shares; 2025Q4: 2,172,109 shares 2,172,109 $86M 0.35% -7,964 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: 1,169,357 shares; 2024Q4: 1,040,297 shares; 2025Q1: 772,772 shares; 2025Q2: 641,260 shares; 2025Q3: 690,742 shares; 2025Q4: 698,563 shares 698,563 $84M 0.35% +7,821 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: 347,043 shares; 2024Q4: 334,387 shares; 2025Q1: 281,716 shares; 2025Q2: 299,003 shares; 2025Q3: 358,865 shares; 2025Q4: 400,516 shares 400,516 $82.9M 0.34% +41,651 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: 618,564 shares; 2024Q4: 634,301 shares; 2025Q1: 565,876 shares; 2025Q2: 608,977 shares; 2025Q3: 621,475 shares; 2025Q4: 745,120 shares 745,120 $79.5M 0.33% +123,645 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: 741,366 shares; 2024Q4: 689,559 shares; 2025Q1: 569,488 shares; 2025Q2: 639,139 shares; 2025Q3: 609,381 shares; 2025Q4: 650,932 shares 650,932 $78.3M 0.32% +41,551 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: 483,924 shares; 2024Q4: 401,937 shares; 2025Q1: 405,618 shares; 2025Q2: 349,692 shares; 2025Q3: 343,373 shares; 2025Q4: 350,736 shares 350,736 $74.4M 0.31% +7,363 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: 697,043 shares; 2024Q4: 739,167 shares; 2025Q1: 642,495 shares; 2025Q2: 677,410 shares; 2025Q3: 733,608 shares; 2025Q4: 797,439 shares 797,439 $71.3M 0.29% +63,831 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: 56,775 shares; 2024Q4: 65,286 shares; 2025Q1: 62,750 shares; 2025Q2: 64,289 shares; 2025Q3: 73,070 shares; 2025Q4: 79,628 shares 79,628 $70M 0.29% +6,558 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,827 shares; 2024Q4: 2,322,893 shares; 2025Q1: 2,369,371 shares; 2025Q2: 2,109,063 shares; 2025Q3: 1,821,437 shares; 2025Q4: 2,112,917 shares 2,112,917 $68.9M 0.28% +291,480 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: 471,952 shares; 2024Q4: 520,499 shares; 2025Q1: 513,354 shares; 2025Q2: 615,506 shares; 2025Q3: 568,052 shares; 2025Q4: 766,564 shares 766,564 $68.6M 0.28% +198,512 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: 691,830 shares; 2024Q4: 775,831 shares; 2025Q1: 843,690 shares; 2025Q2: 963,763 shares; 2025Q3: 1,089,958 shares; 2025Q4: 1,148,691 shares 1,148,691 $66.8M 0.28% +58,733 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: 1,445,676 shares; 2024Q4: 1,365,948 shares; 2025Q1: 953,012 shares; 2025Q2: 814,600 shares; 2025Q3: 853,123 shares; 2025Q4: 981,437 shares 981,437 $64.8M 0.27% +128,314 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: 391,246 shares; 2024Q4: 382,903 shares; 2025Q1: 352,034 shares; 2025Q2: 345,474 shares; 2025Q3: 419,556 shares; 2025Q4: 449,860 shares 449,860 $64.5M 0.27% +30,304 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: 200,764 shares; 2024Q4: 199,698 shares; 2025Q1: 177,653 shares; 2025Q2: 191,783 shares; 2025Q3: 208,894 shares; 2025Q4: 252,396 shares 252,396 $63.8M 0.26% +43,502 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: 113,226 shares; 2024Q4: 118,273 shares; 2025Q1: 115,449 shares; 2025Q2: 113,616 shares; 2025Q3: 157,558 shares; 2025Q4: 209,278 shares 209,278 $63.6M 0.26% +51,720 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: 64,628 shares; 2024Q4: 77,528 shares; 2025Q1: 72,725 shares; 2025Q2: 74,910 shares; 2025Q3: 78,421 shares; 2025Q4: 81,807 shares 81,807 $61.7M 0.25% +3,386 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: 727,412 shares; 2024Q4: 684,695 shares; 2025Q1: 1,335,826 shares; 2025Q2: 1,292,860 shares; 2025Q3: 1,225,114 shares; 2025Q4: 1,318,414 shares 1,318,414 $61.4M 0.25% +93,300 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: 281,363 shares; 2024Q4: 402,878 shares; 2025Q1: 489,553 shares; 2025Q2: 551,559 shares; 2025Q3: 580,107 shares; 2025Q4: 618,766 shares 618,766 $60.8M 0.25% +38,659 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: 965,710 shares; 2024Q4: 1,064,652 shares; 2025Q1: 1,269,114 shares; 2025Q2: 1,305,901 shares; 2025Q3: 1,399,054 shares; 2025Q4: 1,572,429 shares 1,572,429 $60.3M 0.25% +173,375 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: 143,778 shares; 2024Q4: 146,594 shares; 2025Q1: 136,274 shares; 2025Q2: 142,276 shares; 2025Q3: 169,442 shares; 2025Q4: 195,733 shares 195,733 $59.8M 0.25% +26,291 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: 138,976 shares; 2024Q4: 151,076 shares; 2025Q1: 139,533 shares; 2025Q2: 144,610 shares; 2025Q3: 154,591 shares; 2025Q4: 166,498 shares 166,498 $57.3M 0.24% +11,907 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: 227,499 shares; 2024Q4: 202,943 shares; 2025Q1: 182,294 shares; 2025Q2: 200,769 shares; 2025Q3: 267,952 shares; 2025Q4: 232,228 shares 232,228 $57.2M 0.24% -35,724 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,143 shares; 2024Q4: 1,296,762 shares; 2025Q1: 839,160 shares; 2025Q2: 1,356,350 shares; 2025Q3: 1,295,700 shares; 2025Q4: 1,127,022 shares 1,127,022 $56.7M 0.23% -168,678 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: 217,309 shares; 2024Q4: 289,270 shares; 2025Q1: 242,029 shares; 2025Q2: 263,013 shares; 2025Q3: 312,845 shares; 2025Q4: 316,259 shares 316,259 $56.2M 0.23% +3,414 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: 177,248 shares; 2024Q4: 190,886 shares; 2025Q1: 170,139 shares; 2025Q2: 199,538 shares; 2025Q3: 181,894 shares; 2025Q4: 187,553 shares 187,553 $55.6M 0.23% +5,659 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,437 shares; 2024Q4: 52,622 shares; 2025Q1: 991,930 shares; 2025Q2: 1,223,407 shares; 2025Q3: 1,297,418 shares; 2025Q4: 1,525,235 shares 1,525,235 $55.5M 0.23% +227,817 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: 130,873 shares; 2024Q4: 154,380 shares; 2025Q1: 158,418 shares; 2025Q2: 160,742 shares; 2025Q3: 169,026 shares; 2025Q4: 194,047 shares 194,047 $55.4M 0.23% +25,021 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: 122,417 shares; 2024Q4: 129,520 shares; 2025Q1: 141,120 shares; 2025Q2: 145,103 shares; 2025Q3: 166,061 shares; 2025Q4: 171,376 shares 171,376 $54.6M 0.23% +5,315 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: 334,411 shares; 2024Q4: 227,519 shares; 2025Q1: 200,965 shares; 2025Q2: 206,386 shares; 2025Q3: 201,881 shares; 2025Q4: 210,019 shares 210,019 $54.2M 0.22% +8,138 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: 46,102 shares; 2024Q4: 48,391 shares; 2025Q1: 43,695 shares; 2025Q2: 46,070 shares; 2025Q3: 47,649 shares; 2025Q4: 575,257 shares 575,257 $53.9M 0.22% +527,608 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: 336,946 shares; 2024Q4: 383,189 shares; 2025Q1: 371,116 shares; 2025Q2: 512,529 shares; 2025Q3: 463,919 shares; 2025Q4: 538,966 shares 538,966 $53.8M 0.22% +75,047 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: 370,041 shares; 2024Q4: 390,695 shares; 2025Q1: 365,241 shares; 2025Q2: 364,809 shares; 2025Q3: 354,327 shares; 2025Q4: 360,661 shares 360,661 $53.6M 0.22% +6,334 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: 306,976 shares; 2024Q4: 223,121 shares; 2025Q1: 227,626 shares; 2025Q2: 230,872 shares; 2025Q3: 277,375 shares; 2025Q4: 287,672 shares 287,672 $52.8M 0.22% +10,297 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: 327,389 shares; 2024Q4: 222,919 shares; 2025Q1: 209,797 shares; 2025Q2: 214,840 shares; 2025Q3: 231,547 shares; 2025Q4: 270,352 shares 270,352 $52.7M 0.22% +38,805 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: 598,773 shares; 2024Q4: 506,871 shares; 2025Q1: 484,981 shares; 2025Q2: 493,703 shares; 2025Q3: 694,112 shares; 2025Q4: 680,531 shares 680,531 $52.4M 0.22% -13,581 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: 291,755 shares; 2024Q4: 355,392 shares; 2025Q1: 371,094 shares; 2025Q2: 560,055 shares; 2025Q3: 666,060 shares; 2025Q4: 923,778 shares 923,778 $52.4M 0.22% +257,718 Timeline FQAL 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: 500,474 shares; 2024Q4: 540,878 shares; 2025Q1: 555,932 shares; 2025Q2: 608,828 shares; 2025Q3: 633,349 shares; 2025Q4: 673,383 shares 673,383 $50.9M 0.21% +40,034 Timeline FFLG 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: 1,138,850 shares; 2024Q4: 1,213,206 shares; 2025Q1: 1,307,805 shares; 2025Q2: 1,522,434 shares; 2025Q3: 1,604,280 shares; 2025Q4: 1,687,498 shares 1,687,498 $50.5M 0.21% +83,218 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: 311,012 shares; 2024Q4: 316,907 shares; 2025Q1: 295,875 shares; 2025Q2: 307,339 shares; 2025Q3: 314,683 shares; 2025Q4: 326,405 shares 326,405 $49.7M 0.21% +11,722 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,449 shares; 2024Q4: 145,228 shares; 2025Q1: 204,129 shares; 2025Q2: 311,325 shares; 2025Q3: 332,085 shares; 2025Q4: 428,682 shares 428,682 $49.1M 0.2% +96,597 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: 995,960 shares; 2024Q4: 727,176 shares; 2025Q1: 801,485 shares; 2025Q2: 868,346 shares; 2025Q3: 1,343,224 shares; 2025Q4: 1,410,915 shares 1,410,915 $48.9M 0.2% +67,691 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,634 shares; 2024Q4: 309,372 shares; 2025Q1: 308,701 shares; 2025Q2: 326,378 shares; 2025Q3: 331,349 shares; 2025Q4: 341,825 shares 341,825 $48.3M 0.2% +10,476 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,612 shares; 2024Q4: 391,807 shares; 2025Q1: 133,193 shares; 2025Q2: 147,354 shares; 2025Q3: 397,828 shares; 2025Q4: 437,794 shares 437,794 $48.2M 0.2% +39,966 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: 1,491,105 shares; 2024Q4: 307,958 shares; 2025Q1: 306,640 shares; 2025Q2: 401,987 shares; 2025Q3: 394,576 shares; 2025Q4: 685,366 shares 685,366 $47.6M 0.2% +290,790 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: 437,378 shares; 2024Q4: 477,533 shares; 2025Q1: 558,935 shares; 2025Q2: 664,522 shares; 2025Q3: 721,930 shares; 2025Q4: 749,525 shares 749,525 $47.4M 0.2% +27,595 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,319 shares; 2024Q4: 845,682 shares; 2025Q1: 864,632 shares; 2025Q2: 889,292 shares; 2025Q3: 902,498 shares; 2025Q4: 921,862 shares 921,862 $47.1M 0.19% +19,364 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786,926 shares; 2025Q3: 833,579 shares; 2025Q4: 909,428 shares 909,428 $46.4M 0.19% +75,849 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: 93,902 shares; 2024Q4: 97,989 shares; 2025Q1: 95,475 shares; 2025Q2: 104,099 shares; 2025Q3: 143,949 shares; 2025Q4: 139,443 shares 139,443 $46M 0.19% -4,506 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: 575,249 shares; 2024Q4: 705,854 shares; 2025Q1: 672,732 shares; 2025Q2: 807,188 shares; 2025Q3: 1,080,283 shares; 2025Q4: 1,302,345 shares 1,302,345 $46M 0.19% +222,062 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: 423,694 shares; 2024Q4: 468,965 shares; 2025Q1: 473,880 shares; 2025Q2: 461,859 shares; 2025Q3: 531,429 shares; 2025Q4: 562,014 shares 562,014 $45.6M 0.19% +30,585 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,576 shares; 2024Q4: 601,666 shares; 2025Q1: 553,554 shares; 2025Q2: 601,524 shares; 2025Q3: 597,209 shares; 2025Q4: 613,074 shares 613,074 $45.5M 0.19% +15,865 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: 87,284 shares; 2024Q4: 91,852 shares; 2025Q1: 91,360 shares; 2025Q2: 87,027 shares; 2025Q3: 92,720 shares; 2025Q4: 96,777 shares 96,777 $45.1M 0.19% +4,057 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: 1,101,114 shares; 2024Q4: 1,172,476 shares; 2025Q1: 1,097,258 shares; 2025Q2: 827,388 shares; 2025Q3: 785,898 shares; 2025Q4: 596,961 shares 596,961 $45M 0.19% -188,937 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: 1,047,847 shares; 2024Q4: 885,393 shares; 2025Q1: 840,238 shares; 2025Q2: 893,282 shares; 2025Q3: 1,068,488 shares; 2025Q4: 1,086,636 shares 1,086,636 $44.3M 0.18% +18,148 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: 377,533 shares; 2024Q4: 408,465 shares; 2025Q1: 440,814 shares; 2025Q2: 476,794 shares; 2025Q3: 631,314 shares; 2025Q4: 954,400 shares 954,400 $43.5M 0.18% +323,086 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: 566,332 shares; 2024Q4: 604,237 shares; 2025Q1: 388,531 shares; 2025Q2: 428,340 shares; 2025Q3: 670,230 shares; 2025Q4: 804,979 shares 804,979 $43.3M 0.18% +134,749 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,475 shares; 2024Q4: 412,245 shares; 2025Q1: 506,082 shares; 2025Q2: 616,110 shares; 2025Q3: 616,766 shares; 2025Q4: 717,518 shares 717,518 $43M 0.18% +100,752 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: 341,845 shares; 2024Q4: 399,586 shares; 2025Q1: 470,341 shares; 2025Q2: 542,816 shares; 2025Q3: 564,296 shares; 2025Q4: 595,496 shares 595,496 $42.7M 0.18% +31,200 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: 66,822 shares; 2024Q4: 68,094 shares; 2025Q1: 64,191 shares; 2025Q2: 60,442 shares; 2025Q3: 62,397 shares; 2025Q4: 74,425 shares 74,425 $42.5M 0.18% +12,028 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314,686 shares; 2024Q4: 1,162,257 shares; 2025Q1: 1,141,114 shares; 2025Q2: 1,409,516 shares; 2025Q3: 1,576,743 shares; 2025Q4: 1,705,286 shares 1,705,286 $42.5M 0.18% +128,543 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: 2,278,509 shares; 2024Q4: 2,476,663 shares; 2025Q1: 2,566,326 shares; 2025Q2: 2,468,357 shares; 2025Q3: 2,238,419 shares; 2025Q4: 2,317,570 shares 2,317,570 $42.2M 0.17% +79,151 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: 791,060 shares; 2024Q4: 527,297 shares; 2025Q1: 505,213 shares; 2025Q2: 505,129 shares; 2025Q3: 573,332 shares; 2025Q4: 595,166 shares 595,166 $41.6M 0.17% +21,834 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,149 shares; 2024Q4: 62,452 shares; 2025Q1: 61,206 shares; 2025Q2: 105,987 shares; 2025Q3: 223,795 shares; 2025Q4: 503,214 shares 503,214 $41.4M 0.17% +279,419 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: 450,404 shares; 2024Q4: 504,405 shares; 2025Q1: 476,822 shares; 2025Q2: 468,650 shares; 2025Q3: 551,480 shares; 2025Q4: 508,302 shares 508,302 $40.8M 0.17% -43,178 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: 981,424 shares; 2024Q4: 988,611 shares; 2025Q1: 954,941 shares; 2025Q2: 928,117 shares; 2025Q3: 890,112 shares; 2025Q4: 871,065 shares 871,065 $40.1M 0.17% -19,047 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: 107,108 shares; 2024Q4: 95,678 shares; 2025Q1: 96,380 shares; 2025Q2: 135,595 shares; 2025Q3: 126,185 shares; 2025Q4: 143,255 shares 143,255 $40M 0.16% +17,070 Timeline AVLV 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: 491,200 shares; 2025Q2: 472,476 shares; 2025Q3: 499,857 shares; 2025Q4: 525,810 shares 525,810 $39.8M 0.16% +25,953 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,421 shares; 2024Q4: 164,734 shares; 2025Q1: 148,846 shares; 2025Q2: 308,500 shares; 2025Q3: 301,134 shares; 2025Q4: 172,938 shares 172,938 $38.9M 0.16% -128,196 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,383 shares; 2024Q4: 490,594 shares; 2025Q1: 405,229 shares; 2025Q2: 499,750 shares; 2025Q3: 408,538 shares; 2025Q4: 420,447 shares 420,447 $38.4M 0.16% +11,909 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: 207,498 shares; 2024Q4: 215,298 shares; 2025Q1: 170,436 shares; 2025Q2: 150,301 shares; 2025Q3: 151,075 shares; 2025Q4: 180,546 shares 180,546 $38M 0.16% +29,471 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,913 shares; 2024Q4: 112,229 shares; 2025Q1: 228,770 shares; 2025Q2: 214,975 shares; 2025Q3: 197,647 shares; 2025Q4: 403,492 shares 403,492 $37.6M 0.16% +205,845 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,857 shares; 2024Q4: 107,360 shares; 2025Q1: 111,432 shares; 2025Q2: 120,548 shares; 2025Q3: 142,807 shares; 2025Q4: 177,635 shares 177,635 $37.6M 0.16% +34,828 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,024 shares; 2024Q4: 186,252 shares; 2025Q1: 167,054 shares; 2025Q2: 172,260 shares; 2025Q3: 200,947 shares; 2025Q4: 224,006 shares 224,006 $37.6M 0.16% +23,059 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,166 shares; 2024Q4: 675,019 shares; 2025Q1: 842,787 shares; 2025Q2: 1,207,084 shares; 2025Q3: 1,089,262 shares; 2025Q4: 1,583,229 shares 1,583,229 $37.4M 0.15% +493,967 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: 546,452 shares; 2024Q4: 575,465 shares; 2025Q1: 575,111 shares; 2025Q2: 550,029 shares; 2025Q3: 668,660 shares; 2025Q4: 778,685 shares 778,685 $36.9M 0.15% +110,025 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: 1,060,121 shares; 2024Q4: 963,876 shares; 2025Q1: 1,094,834 shares; 2025Q2: 1,174,544 shares; 2025Q3: 1,077,568 shares; 2025Q4: 912,191 shares 912,191 $36.7M 0.15% -165,377 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: 317,003 shares; 2024Q4: 436,498 shares; 2025Q1: 398,776 shares; 2025Q2: 360,107 shares; 2025Q3: 407,979 shares; 2025Q4: 413,086 shares 413,086 $36M 0.15% +5,107 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: 456,310 shares; 2024Q4: 496,337 shares; 2025Q1: 539,921 shares; 2025Q2: 605,851 shares; 2025Q3: 652,437 shares; 2025Q4: 749,234 shares 749,234 $35.8M 0.15% +96,797 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: 418,322 shares; 2024Q4: 504,415 shares; 2025Q1: 417,954 shares; 2025Q2: 426,771 shares; 2025Q3: 386,891 shares; 2025Q4: 384,075 shares 384,075 $35.5M 0.15% -2,816 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: 1,182,646 shares; 2024Q4: 1,251,244 shares; 2025Q1: 1,168,395 shares; 2025Q2: 1,267,079 shares; 2025Q3: 1,311,195 shares; 2025Q4: 1,429,970 shares 1,429,970 $35.5M 0.15% +118,775 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,290 shares; 2024Q4: 199,023 shares; 2025Q1: 238,619 shares; 2025Q2: 280,796 shares; 2025Q3: 299,811 shares; 2025Q4: 352,972 shares 352,972 $35.4M 0.15% +53,161 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741,859 shares; 2025Q1: 1,352,171 shares; 2025Q2: 1,409,793 shares; 2025Q3: 1,603,198 shares; 2025Q4: 1,653,675 shares 1,653,675 $35.1M 0.14% +50,477 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: 83,722 shares; 2024Q4: 88,217 shares; 2025Q1: 84,226 shares; 2025Q2: 83,754 shares; 2025Q3: 87,581 shares; 2025Q4: 93,896 shares 93,896 $35.1M 0.14% +6,315 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: 343,943 shares; 2024Q4: 308,671 shares; 2025Q1: 28,444 shares; 2025Q2: 78,202 shares; 2025Q3: 367,757 shares; 2025Q4: 364,130 shares 364,130 $35M 0.14% -3,627 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: 181,280 shares; 2024Q4: 155,491 shares; 2025Q1: 141,289 shares; 2025Q2: 158,700 shares; 2025Q3: 167,080 shares; 2025Q4: 223,991 shares 223,991 $34.5M 0.14% +56,911 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: 206,274 shares; 2024Q4: 227,722 shares; 2025Q1: 203,798 shares; 2025Q2: 220,717 shares; 2025Q3: 255,422 shares; 2025Q4: 316,920 shares 316,920 $33.9M 0.14% +61,498 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: 434,671 shares; 2024Q4: 468,103 shares; 2025Q1: 333,897 shares; 2025Q2: 510,685 shares; 2025Q3: 467,481 shares; 2025Q4: 475,171 shares 475,171 $33.9M 0.14% +7,690 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,172 shares; 2024Q4: 207,642 shares; 2025Q1: 259,267 shares; 2025Q2: 549,587 shares; 2025Q3: 835,808 shares; 2025Q4: 882,121 shares 882,121 $33.7M 0.14% +46,313 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: 84,658 shares; 2024Q4: 71,699 shares; 2025Q1: 68,508 shares; 2025Q2: 64,462 shares; 2025Q3: 70,636 shares; 2025Q4: 69,599 shares 69,599 $33.7M 0.14% -1,037 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: 92,871 shares; 2024Q4: 93,621 shares; 2025Q1: 98,654 shares; 2025Q2: 106,451 shares; 2025Q3: 153,180 shares; 2025Q4: 170,352 shares 170,352 $33.2M 0.14% +17,172 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,044 shares; 2024Q4: 393,467 shares; 2025Q1: 478,191 shares; 2025Q2: 550,317 shares; 2025Q3: 623,052 shares; 2025Q4: 789,484 shares 789,484 $32.9M 0.14% +166,432 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,814 shares; 2024Q4: 369,381 shares; 2025Q1: 392,659 shares; 2025Q2: 335,148 shares; 2025Q3: 296,676 shares; 2025Q4: 350,395 shares 350,395 $32.6M 0.13% +53,719 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: 175,596 shares; 2024Q4: 157,339 shares; 2025Q1: 144,740 shares; 2025Q2: 229,707 shares; 2025Q3: 302,998 shares; 2025Q4: 326,732 shares 326,732 $32.4M 0.13% +23,734 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,361 shares; 2024Q4: 37,874 shares; 2025Q1: 46,704 shares; 2025Q2: 68,966 shares; 2025Q3: 99,076 shares; 2025Q4: 871,242 shares 871,242 $32.1M 0.13% +772,166 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: 852,432 shares; 2024Q4: 903,070 shares; 2025Q1: 938,158 shares; 2025Q2: 958,666 shares; 2025Q3: 980,102 shares; 2025Q4: 1,080,465 shares 1,080,465 $31.9M 0.13% +100,363 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: 19,597 shares; 2024Q4: 22,696 shares; 2025Q1: 61,435 shares; 2025Q2: 68,698 shares; 2025Q3: 69,362 shares; 2025Q4: 71,648 shares 71,648 $31.9M 0.13% +2,286 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,772 shares; 2024Q4: 1,451,077 shares; 2025Q1: 997,846 shares; 2025Q2: 1,418,276 shares; 2025Q3: 985,235 shares; 2025Q4: 964,590 shares 964,590 $31.9M 0.13% -20,645 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: 94,637 shares; 2024Q4: 103,087 shares; 2025Q1: 112,002 shares; 2025Q2: 115,860 shares; 2025Q3: 126,120 shares; 2025Q4: 146,321 shares 146,321 $31.8M 0.13% +20,201 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: 210,339 shares; 2024Q4: 189,778 shares; 2025Q1: 175,137 shares; 2025Q2: 179,874 shares; 2025Q3: 232,687 shares; 2025Q4: 237,892 shares 237,892 $31.6M 0.13% +5,205 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: 339,220 shares; 2024Q4: 390,349 shares; 2025Q1: 460,744 shares; 2025Q2: 527,478 shares; 2025Q3: 522,009 shares; 2025Q4: 467,705 shares 467,705 $31.4M 0.13% -54,304 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: 126,472 shares; 2024Q4: 108,938 shares; 2025Q1: 106,494 shares; 2025Q2: 107,712 shares; 2025Q3: 128,815 shares; 2025Q4: 117,237 shares 117,237 $31.1M 0.13% -11,578 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: 108,174 shares; 2024Q4: 90,520 shares; 2025Q1: 88,257 shares; 2025Q2: 91,049 shares; 2025Q3: 102,224 shares; 2025Q4: 94,577 shares 94,577 $31M 0.13% -7,647 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: 309,702 shares; 2024Q4: 316,442 shares; 2025Q1: 305,787 shares; 2025Q2: 271,088 shares; 2025Q3: 277,924 shares; 2025Q4: 292,038 shares 292,038 $30.7M 0.13% +14,114 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: 239,857 shares; 2024Q4: 206,408 shares; 2025Q1: 186,324 shares; 2025Q2: 187,420 shares; 2025Q3: 233,321 shares; 2025Q4: 214,176 shares 214,176 $30.7M 0.13% -19,145 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: 127,892 shares; 2024Q4: 147,927 shares; 2025Q1: 133,243 shares; 2025Q2: 129,246 shares; 2025Q3: 137,620 shares; 2025Q4: 143,038 shares 143,038 $30.6M 0.13% +5,418 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: 232,309 shares; 2024Q4: 180,908 shares; 2025Q1: 148,406 shares; 2025Q2: 167,863 shares; 2025Q3: 212,097 shares; 2025Q4: 219,703 shares 219,703 $30.6M 0.13% +7,606 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: 54,285 shares; 2024Q4: 53,081 shares; 2025Q1: 53,012 shares; 2025Q2: 50,950 shares; 2025Q3: 54,659 shares; 2025Q4: 59,424 shares 59,424 $30.3M 0.13% +4,765 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: 627,214 shares; 2024Q4: 451,768 shares; 2025Q1: 412,784 shares; 2025Q2: 489,710 shares; 2025Q3: 615,069 shares; 2025Q4: 546,216 shares 546,216 $30M 0.12% -68,853 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: 100,322 shares; 2024Q4: 99,096 shares; 2025Q1: 100,409 shares; 2025Q2: 95,217 shares; 2025Q3: 81,846 shares; 2025Q4: 84,909 shares 84,909 $29.8M 0.12% +3,063 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: 294,540 shares; 2024Q4: 262,999 shares; 2025Q1: 255,342 shares; 2025Q2: 273,854 shares; 2025Q3: 336,580 shares; 2025Q4: 341,749 shares 341,749 $29.8M 0.12% +5,169 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: 83,575 shares; 2024Q4: 79,655 shares; 2025Q1: 80,002 shares; 2025Q2: 82,796 shares; 2025Q3: 136,397 shares; 2025Q4: 134,685 shares 134,685 $29.6M 0.12% -1,712 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: 466,060 shares; 2024Q4: 596,039 shares; 2025Q1: 599,968 shares; 2025Q2: 694,120 shares; 2025Q3: 1,004,046 shares; 2025Q4: 457,869 shares 457,869 $29.5M 0.12% -546,177 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: 315,971 shares; 2024Q4: 318,634 shares; 2025Q1: 297,061 shares; 2025Q2: 360,790 shares; 2025Q3: 382,432 shares; 2025Q4: 436,033 shares 436,033 $29.3M 0.12% +53,601 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: 677,812 shares; 2024Q4: 678,680 shares; 2025Q1: 434,091 shares; 2025Q2: 325,492 shares; 2025Q3: 358,452 shares; 2025Q4: 410,182 shares 410,182 $29.3M 0.12% +51,730 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: 286,796 shares; 2024Q4: 377,838 shares; 2025Q1: 385,172 shares; 2025Q2: 509,992 shares; 2025Q3: 497,508 shares; 2025Q4: 553,129 shares 553,129 $29.2M 0.12% +55,621 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: 725,333 shares; 2024Q4: 416,617 shares; 2025Q1: 497,527 shares; 2025Q2: 581,880 shares; 2025Q3: 552,287 shares; 2025Q4: 576,862 shares 576,862 $29.2M 0.12% +24,575 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: 447,309 shares; 2024Q4: 457,347 shares; 2025Q1: 453,352 shares; 2025Q2: 484,841 shares; 2025Q3: 471,363 shares; 2025Q4: 504,267 shares 504,267 $29.1M 0.12% +32,904 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: 105,141 shares; 2024Q4: 104,808 shares; 2025Q1: 102,966 shares; 2025Q2: 105,233 shares; 2025Q3: 127,696 shares; 2025Q4: 138,329 shares 138,329 $28.9M 0.12% +10,633 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: 101,413 shares; 2024Q4: 99,308 shares; 2025Q1: 81,415 shares; 2025Q2: 81,032 shares; 2025Q3: 82,316 shares; 2025Q4: 79,724 shares 79,724 $28.7M 0.12% -2,592 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: 338,959 shares; 2024Q4: 357,057 shares; 2025Q1: 324,145 shares; 2025Q2: 354,120 shares; 2025Q3: 368,394 shares; 2025Q4: 387,277 shares 387,277 $28.5M 0.12% +18,883 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,503 shares; 2024Q4: 544,569 shares; 2025Q1: 514,679 shares; 2025Q2: 560,364 shares; 2025Q3: 552,977 shares; 2025Q4: 550,302 shares 550,302 $28.4M 0.12% -2,675 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,925 shares; 2024Q4: 420,722 shares; 2025Q1: 445,639 shares; 2025Q2: 529,233 shares; 2025Q3: 469,539 shares; 2025Q4: 557,512 shares 557,512 $28.4M 0.12% +87,973 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: 371,682 shares; 2024Q4: 395,427 shares; 2025Q1: 320,508 shares; 2025Q2: 302,385 shares; 2025Q3: 256,113 shares; 2025Q4: 247,201 shares 247,201 $28.2M 0.12% -8,912 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645,136 shares; 2024Q4: 872,808 shares; 2025Q1: 917,623 shares; 2025Q2: 997,570 shares; 2025Q3: 986,913 shares; 2025Q4: 1,059,702 shares 1,059,702 $28.1M 0.12% +72,789 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: 238,248 shares; 2024Q4: 257,581 shares; 2025Q1: 250,572 shares; 2025Q2: 246,742 shares; 2025Q3: 313,622 shares; 2025Q4: 625,891 shares 625,891 $28M 0.12% +312,269 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: 51,291 shares; 2024Q4: 55,205 shares; 2025Q1: 61,213 shares; 2025Q2: 60,180 shares; 2025Q3: 90,170 shares; 2025Q4: 108,779 shares 108,779 $28M 0.12% +18,609 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,337 shares; 2024Q4: 167,899 shares; 2025Q1: 216,575 shares; 2025Q2: 322,492 shares; 2025Q3: 378,433 shares; 2025Q4: 470,955 shares 470,955 $27.9M 0.12% +92,522 Timeline SCHA 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: 440,003 shares; 2024Q4: 784,539 shares; 2025Q1: 110,774 shares; 2025Q2: 75,786 shares; 2025Q3: 868,965 shares; 2025Q4: 971,658 shares 971,658 $27.7M 0.11% +102,693 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: 200,821 shares; 2024Q4: 193,527 shares; 2025Q1: 178,330 shares; 2025Q2: 171,343 shares; 2025Q3: 229,586 shares; 2025Q4: 241,522 shares 241,522 $27.5M 0.11% +11,936 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,950 shares; 2024Q4: 51,797 shares; 2025Q1: 70,325 shares; 2025Q2: 66,357 shares; 2025Q3: 79,500 shares; 2025Q4: 90,708 shares 90,708 $27.4M 0.11% +11,208 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: 213,591 shares; 2024Q4: 211,762 shares; 2025Q1: 172,614 shares; 2025Q2: 183,730 shares; 2025Q3: 193,155 shares; 2025Q4: 216,011 shares 216,011 $27.1M 0.11% +22,856 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: 172,101 shares; 2024Q4: 247,793 shares; 2025Q1: 322,331 shares; 2025Q2: 387,629 shares; 2025Q3: 401,435 shares; 2025Q4: 444,325 shares 444,325 $27M 0.11% +42,890 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: 21,677 shares; 2024Q4: 54,406 shares; 2025Q1: 249,832 shares; 2025Q2: 467,657 shares; 2025Q3: 682,049 shares; 2025Q4: 706,012 shares 706,012 $27M 0.11% +23,963 Timeline FUTY 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: 296,960 shares; 2024Q4: 331,379 shares; 2025Q1: 362,114 shares; 2025Q2: 425,441 shares; 2025Q3: 450,635 shares; 2025Q4: 486,111 shares 486,111 $26.8M 0.11% +35,476 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: 226,094 shares; 2024Q4: 271,612 shares; 2025Q1: 348,720 shares; 2025Q2: 399,474 shares; 2025Q3: 411,429 shares; 2025Q4: 551,265 shares 551,265 $26.6M 0.11% +139,836 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: 147,904 shares; 2025Q1: 140,467 shares; 2025Q2: 152,233 shares; 2025Q3: 144,253 shares; 2025Q4: 155,250 shares 155,250 $26.6M 0.11% +10,997 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: 354,070 shares; 2024Q4: 576,840 shares; 2025Q1: 469,604 shares; 2025Q2: 645,042 shares; 2025Q3: 806,916 shares; 2025Q4: 1,010,352 shares 1,010,352 $26.5M 0.11% +203,436 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: 37,504 shares; 2024Q4: 81,913 shares; 2025Q1: 81,347 shares; 2025Q2: 88,011 shares; 2025Q3: 99,807 shares; 2025Q4: 105,849 shares 105,849 $26.5M 0.11% +6,042 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: 297,502 shares; 2024Q4: 319,103 shares; 2025Q1: 229,169 shares; 2025Q2: 271,470 shares; 2025Q3: 266,139 shares; 2025Q4: 280,368 shares 280,368 $26.4M 0.11% +14,229 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: 49,749 shares; 2024Q4: 107,067 shares; 2025Q1: 105,453 shares; 2025Q2: 99,235 shares; 2025Q3: 126,854 shares; 2025Q4: 142,072 shares 142,072 $26.2M 0.11% +15,218 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,733 shares; 2024Q4: 91,322 shares; 2025Q1: 79,398 shares; 2025Q2: 90,433 shares; 2025Q3: 92,941 shares; 2025Q4: 94,466 shares 94,466 $26.2M 0.11% +1,525 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: 201,942 shares; 2024Q4: 135,161 shares; 2025Q1: 138,886 shares; 2025Q2: 183,769 shares; 2025Q3: 156,524 shares; 2025Q4: 147,047 shares 147,047 $26.1M 0.11% -9,477 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787,639 shares 787,639 $26M 0.11% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,702 shares; 2024Q4: 124,195 shares; 2025Q1: 120,297 shares; 2025Q2: 123,512 shares; 2025Q3: 161,512 shares; 2025Q4: 189,261 shares 189,261 $25.9M 0.11% +27,749 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 12,630 shares; 2025Q3: 31,012 shares; 2025Q4: 898,412 shares 898,412 $25.9M 0.11% +867,400 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: 110,152 shares; 2024Q4: 105,192 shares; 2025Q1: 105,820 shares; 2025Q2: 110,752 shares; 2025Q3: 113,132 shares; 2025Q4: 145,746 shares 145,746 $25.9M 0.11% +32,614 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,768 shares; 2024Q4: 108,379 shares; 2025Q1: 137,241 shares; 2025Q2: 174,605 shares; 2025Q3: 206,212 shares; 2025Q4: 230,031 shares 230,031 $25.7M 0.11% +23,819 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: 79,010 shares; 2024Q4: 56,674 shares; 2025Q1: 57,744 shares; 2025Q2: 58,396 shares; 2025Q3: 66,290 shares; 2025Q4: 69,128 shares 69,128 $25.6M 0.11% +2,838 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: 100,249 shares; 2024Q4: 94,794 shares; 2025Q1: 90,315 shares; 2025Q2: 86,589 shares; 2025Q3: 137,934 shares; 2025Q4: 158,304 shares 158,304 $25.3M 0.1% +20,370 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: 135,929 shares; 2024Q4: 99,614 shares; 2025Q1: 90,254 shares; 2025Q2: 88,885 shares; 2025Q3: 126,532 shares; 2025Q4: 147,915 shares 147,915 $25.3M 0.1% +21,383 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: 9,796 shares; 2024Q4: 14,318 shares; 2025Q1: 15,105 shares; 2025Q2: 17,215 shares; 2025Q3: 19,455 shares; 2025Q4: 23,635 shares 23,635 $25.3M 0.1% +4,180 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: 34,677 shares; 2024Q4: 51,543 shares; 2025Q1: 40,108 shares; 2025Q2: 54,088 shares; 2025Q3: 48,599 shares; 2025Q4: 53,882 shares 53,882 $25.3M 0.1% +5,283 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: 53,444 shares; 2024Q4: 84,215 shares; 2025Q1: 78,576 shares; 2025Q2: 51,418 shares; 2025Q3: 60,810 shares; 2025Q4: 81,937 shares 81,937 $25.2M 0.1% +21,127 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,424 shares; 2024Q4: 320,290 shares; 2025Q1: 313,738 shares; 2025Q2: 311,145 shares; 2025Q3: 297,106 shares; 2025Q4: 387,474 shares 387,474 $25.2M 0.1% +90,368 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,691 shares; 2024Q4: 158,074 shares; 2025Q1: 164,241 shares; 2025Q2: 165,814 shares; 2025Q3: 136,068 shares; 2025Q4: 194,983 shares 194,983 $25.1M 0.1% +58,915 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,600 shares; 2025Q1: 423,886 shares; 2025Q2: 580,921 shares; 2025Q3: 653,992 shares; 2025Q4: 693,939 shares 693,939 $24.4M 0.1% +39,947 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: 416,306 shares; 2024Q4: 369,945 shares; 2025Q1: 331,703 shares; 2025Q2: 305,363 shares; 2025Q3: 287,972 shares; 2025Q4: 254,265 shares 254,265 $24.4M 0.1% -33,707 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: 21,807 shares; 2025Q1: 21,076 shares; 2025Q2: 21,753 shares; 2025Q3: 21,149 shares; 2025Q4: 22,806 shares 22,806 $24.4M 0.1% +1,657 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: 308,981 shares; 2024Q4: 268,306 shares; 2025Q1: 274,903 shares; 2025Q2: 265,309 shares; 2025Q3: 390,211 shares; 2025Q4: 298,641 shares 298,641 $24.4M 0.1% -91,570 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: 156,490 shares; 2024Q4: 193,240 shares; 2025Q1: 231,754 shares; 2025Q2: 290,717 shares; 2025Q3: 261,848 shares; 2025Q4: 253,366 shares 253,366 $24.4M 0.1% -8,482 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457,449 shares 457,449 $23.8M 0.1% new 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: 314,478 shares; 2024Q4: 360,998 shares; 2025Q1: 299,211 shares; 2025Q2: 300,065 shares; 2025Q3: 306,258 shares; 2025Q4: 330,548 shares 330,548 $23.6M 0.1% +24,290 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: 31,478 shares; 2024Q4: 33,822 shares; 2025Q1: 33,156 shares; 2025Q2: 35,243 shares; 2025Q3: 46,358 shares; 2025Q4: 49,089 shares 49,089 $23.6M 0.1% +2,731 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,823 shares; 2024Q4: 250,128 shares; 2025Q1: 256,291 shares; 2025Q2: 249,274 shares; 2025Q3: 233,254 shares; 2025Q4: 291,215 shares 291,215 $23.5M 0.1% +57,961 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: 228,773 shares; 2024Q4: 666,050 shares; 2025Q1: 689,675 shares; 2025Q2: 713,894 shares; 2025Q3: 721,560 shares; 2025Q4: 731,653 shares 731,653 $23.5M 0.1% +10,093 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: 295,048 shares; 2024Q4: 139,649 shares; 2025Q1: 149,858 shares; 2025Q2: 139,636 shares; 2025Q3: 143,055 shares; 2025Q4: 145,596 shares 145,596 $23.4M 0.1% +2,541 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: 35,441 shares; 2024Q4: 46,305 shares; 2025Q1: 632,327 shares; 2025Q2: 656,545 shares; 2025Q3: 62,218 shares; 2025Q4: 67,293 shares 67,293 $23.1M 0.1% +5,075 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,123 shares; 2024Q4: 200,792 shares; 2025Q1: 300,422 shares; 2025Q2: 360,665 shares; 2025Q3: 400,235 shares; 2025Q4: 834,831 shares 834,831 $23.1M 0.1% +434,596 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: 273,055 shares; 2024Q4: 154,818 shares; 2025Q1: 154,994 shares; 2025Q2: 147,904 shares; 2025Q3: 213,731 shares; 2025Q4: 238,422 shares 238,422 $22.9M 0.09% +24,691 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: 100,852 shares; 2024Q4: 78,257 shares; 2025Q1: 79,612 shares; 2025Q2: 69,842 shares; 2025Q3: 104,880 shares; 2025Q4: 94,710 shares 94,710 $22.8M 0.09% -10,170 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: 174,077 shares; 2024Q4: 204,758 shares; 2025Q1: 165,891 shares; 2025Q2: 224,535 shares; 2025Q3: 242,922 shares; 2025Q4: 534,620 shares 534,620 $22.8M 0.09% +291,698 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: 135,666 shares; 2024Q4: 121,324 shares; 2025Q1: 112,551 shares; 2025Q2: 92,826 shares; 2025Q3: 128,150 shares; 2025Q4: 131,160 shares 131,160 $22.8M 0.09% +3,010 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: 152,311 shares; 2024Q4: 149,458 shares; 2025Q1: 144,027 shares; 2025Q2: 173,111 shares; 2025Q3: 173,131 shares; 2025Q4: 185,484 shares 185,484 $22.6M 0.09% +12,353 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,320 shares; 2024Q4: 924,952 shares; 2025Q1: 925,569 shares; 2025Q2: 952,410 shares; 2025Q3: 1,000,616 shares; 2025Q4: 1,086,327 shares 1,086,327 $22.4M 0.09% +85,711 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: 142,699 shares; 2024Q4: 131,448 shares; 2025Q1: 147,578 shares; 2025Q2: 141,016 shares; 2025Q3: 125,593 shares; 2025Q4: 144,658 shares 144,658 $22.4M 0.09% +19,065 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,024 shares; 2024Q4: 181,789 shares; 2025Q1: 178,596 shares; 2025Q2: 150,025 shares; 2025Q3: 145,313 shares; 2025Q4: 158,720 shares 158,720 $22.4M 0.09% +13,407 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,149 shares; 2024Q4: 261,251 shares; 2025Q1: 264,600 shares; 2025Q2: 268,776 shares; 2025Q3: 264,674 shares; 2025Q4: 278,657 shares 278,657 $22.3M 0.09% +13,983 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,501 shares; 2024Q4: 609,331 shares; 2025Q1: 571,738 shares; 2025Q2: 600,038 shares; 2025Q3: 511,070 shares; 2025Q4: 540,318 shares 540,318 $22.2M 0.09% +29,248 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,117 shares; 2024Q4: 674,478 shares; 2025Q1: 615,415 shares; 2025Q2: 680,341 shares; 2025Q3: 693,173 shares; 2025Q4: 675,884 shares 675,884 $22.1M 0.09% -17,289 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: 437,691 shares; 2024Q4: 427,366 shares; 2025Q1: 404,649 shares; 2025Q2: 407,360 shares; 2025Q3: 434,251 shares; 2025Q4: 399,114 shares 399,114 $21.9M 0.09% -35,137 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,477 shares; 2024Q4: 478,807 shares; 2025Q1: 452,972 shares; 2025Q2: 509,585 shares; 2025Q3: 598,642 shares; 2025Q4: 634,271 shares 634,271 $21.9M 0.09% +35,629 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: 41,808 shares; 2024Q4: 40,467 shares; 2025Q1: 44,797 shares; 2025Q2: 44,602 shares; 2025Q3: 43,870 shares; 2025Q4: 42,718 shares 42,718 $21.8M 0.09% -1,152 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,356 shares; 2024Q4: 236,395 shares; 2025Q1: 308,299 shares; 2025Q2: 441,185 shares; 2025Q3: 437,347 shares; 2025Q4: 488,145 shares 488,145 $21.5M 0.09% +50,798 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628,374 shares; 2024Q4: 1,851,346 shares; 2025Q1: 782,059 shares; 2025Q2: 387,591 shares; 2025Q3: 476,652 shares; 2025Q4: 560,569 shares 560,569 $21.4M 0.09% +83,917 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: 192,426 shares; 2024Q4: 154,797 shares; 2025Q1: 169,277 shares; 2025Q2: 174,179 shares; 2025Q3: 171,174 shares; 2025Q4: 180,792 shares 180,792 $21.2M 0.09% +9,618 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: 63,690 shares; 2024Q4: 64,565 shares; 2025Q1: 61,953 shares; 2025Q2: 63,103 shares; 2025Q3: 82,943 shares; 2025Q4: 86,024 shares 86,024 $21.2M 0.09% +3,081 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,322 shares; 2024Q4: 347,749 shares; 2025Q1: 355,240 shares; 2025Q2: 387,695 shares; 2025Q3: 370,846 shares; 2025Q4: 421,018 shares 421,018 $21.2M 0.09% +50,172 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: 257,249 shares; 2024Q4: 340,813 shares; 2025Q1: 308,878 shares; 2025Q2: 390,927 shares; 2025Q3: 427,138 shares; 2025Q4: 476,676 shares 476,676 $21.1M 0.09% +49,538 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,926 shares; 2024Q4: 155,520 shares; 2025Q1: 430,068 shares; 2025Q2: 428,889 shares; 2025Q3: 699,470 shares; 2025Q4: 734,096 shares 734,096 $20.7M 0.09% +34,626 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,495 shares; 2024Q4: 552,965 shares; 2025Q1: 603,068 shares; 2025Q2: 723,145 shares; 2025Q3: 746,390 shares; 2025Q4: 851,544 shares 851,544 $20.6M 0.09% +105,154 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,527 shares; 2024Q4: 292,330 shares; 2025Q1: 258,154 shares; 2025Q2: 311,918 shares; 2025Q3: 333,880 shares; 2025Q4: 409,487 shares 409,487 $20.4M 0.08% +75,607 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: 21 shares; 2024Q4: 20 shares; 2025Q1: 4,555 shares; 2025Q2: 1,258 shares; 2025Q3: 25 shares; 2025Q4: 27 shares 27 $20.4M 0.08% +2 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,604 shares; 2024Q4: 539,612 shares; 2025Q1: 413,484 shares; 2025Q2: 361,014 shares; 2025Q3: 343,992 shares; 2025Q4: 333,911 shares 333,911 $19.9M 0.08% -10,081 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: 479,481 shares; 2024Q4: 395,317 shares; 2025Q1: 359,939 shares; 2025Q2: 373,171 shares; 2025Q3: 460,791 shares; 2025Q4: 539,014 shares 539,014 $19.9M 0.08% +78,223 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: 96,933 shares; 2024Q4: 1,030,648 shares; 2025Q1: 1,106,063 shares; 2025Q2: 1,133,483 shares; 2025Q3: 1,202,583 shares; 2025Q4: 1,202,853 shares 1,202,853 $19.8M 0.08% +270 Timeline PTLC 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: 403,046 shares; 2024Q4: 383,103 shares; 2025Q1: 389,249 shares; 2025Q2: 384,080 shares; 2025Q3: 356,840 shares; 2025Q4: 356,355 shares 356,355 $19.8M 0.08% -485 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: 96,312 shares; 2024Q4: 98,004 shares; 2025Q1: 99,277 shares; 2025Q2: 90,446 shares; 2025Q3: 93,536 shares; 2025Q4: 85,622 shares 85,622 $19.8M 0.08% -7,914 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: 24,880 shares; 2024Q4: 19,121 shares; 2025Q1: 19,690 shares; 2025Q2: 24,114 shares; 2025Q3: 24,818 shares; 2025Q4: 61,011 shares 61,011 $19.8M 0.08% +36,193 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: 214,812 shares; 2024Q4: 216,596 shares; 2025Q1: 187,230 shares; 2025Q2: 164,963 shares; 2025Q3: 168,131 shares; 2025Q4: 206,137 shares 206,137 $19.7M 0.08% +38,006 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,640 shares; 2024Q4: 241,144 shares; 2025Q1: 224,433 shares; 2025Q2: 280,190 shares; 2025Q3: 262,070 shares; 2025Q4: 264,043 shares 264,043 $19.6M 0.08% +1,973 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,281 shares; 2024Q4: 20,533 shares; 2025Q1: 22,190 shares; 2025Q2: 37,157 shares; 2025Q3: 114,135 shares; 2025Q4: 254,261 shares 254,261 $19.6M 0.08% +140,126 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,043 shares; 2024Q4: 57,342 shares; 2025Q1: 55,837 shares; 2025Q2: 55,554 shares; 2025Q3: 55,233 shares; 2025Q4: 60,407 shares 60,407 $19.5M 0.08% +5,174 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,747 shares; 2024Q4: 529,573 shares; 2025Q1: 565,964 shares; 2025Q2: 657,531 shares; 2025Q3: 681,207 shares; 2025Q4: 802,073 shares 802,073 $19.5M 0.08% +120,866 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,430 shares; 2024Q4: 228,334 shares; 2025Q1: 153,613 shares; 2025Q2: 255,347 shares; 2025Q3: 272,561 shares; 2025Q4: 318,009 shares 318,009 $19.4M 0.08% +45,448 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: 15,395 shares; 2024Q4: 17,568 shares; 2025Q1: 17,543 shares; 2025Q2: 20,499 shares; 2025Q3: 25,852 shares; 2025Q4: 29,619 shares 29,619 $19.4M 0.08% +3,767 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,846 shares; 2024Q4: 668,894 shares; 2025Q1: 667,135 shares; 2025Q2: 1,007,030 shares; 2025Q3: 935,599 shares; 2025Q4: 546,520 shares 546,520 $19.3M 0.08% -389,079 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: 342,686 shares; 2024Q4: 356,364 shares; 2025Q1: 365,710 shares; 2025Q2: 362,962 shares; 2025Q3: 360,990 shares; 2025Q4: 373,219 shares 373,219 $19.1M 0.08% +12,229 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: 536,931 shares; 2024Q4: 176,568 shares; 2025Q1: 159,101 shares; 2025Q2: 167,107 shares; 2025Q3: 193,458 shares; 2025Q4: 205,276 shares 205,276 $19.1M 0.08% +11,818 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: 24,963 shares; 2024Q4: 29,167 shares; 2025Q1: 35,406 shares; 2025Q2: 43,094 shares; 2025Q3: 52,328 shares; 2025Q4: 53,913 shares 53,913 $19M 0.08% +1,585 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: 903,642 shares; 2024Q4: 925,859 shares; 2025Q1: 624,003 shares; 2025Q2: 582,730 shares; 2025Q3: 339,186 shares; 2025Q4: 428,828 shares 428,828 $19M 0.08% +89,642 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: 137,795 shares; 2024Q4: 612,412 shares; 2025Q1: 216,680 shares; 2025Q2: 184,197 shares; 2025Q3: 195,636 shares; 2025Q4: 204,349 shares 204,349 $19M 0.08% +8,713 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: 130,901 shares; 2024Q4: 144,668 shares; 2025Q1: 131,724 shares; 2025Q2: 126,653 shares; 2025Q3: 121,296 shares; 2025Q4: 123,693 shares 123,693 $18.9M 0.08% +2,397 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,140 shares; 2024Q4: 855,109 shares; 2025Q1: 810,017 shares; 2025Q2: 741,382 shares; 2025Q3: 731,359 shares; 2025Q4: 751,169 shares 751,169 $18.8M 0.08% +19,810 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,943 shares; 2024Q4: 83,365 shares; 2025Q1: 69,801 shares; 2025Q2: 69,907 shares; 2025Q3: 85,280 shares; 2025Q4: 88,200 shares 88,200 $18.6M 0.08% +2,920 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,325 shares; 2024Q4: 190,254 shares; 2025Q1: 172,406 shares; 2025Q2: 160,769 shares; 2025Q3: 155,426 shares; 2025Q4: 181,866 shares 181,866 $18.6M 0.08% +26,440 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,988 shares; 2024Q4: 87,550 shares; 2025Q1: 100,455 shares; 2025Q2: 111,947 shares; 2025Q3: 123,821 shares; 2025Q4: 129,599 shares 129,599 $18.4M 0.08% +5,778 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,334 shares; 2024Q4: 325,914 shares; 2025Q1: 212,808 shares; 2025Q2: 227,460 shares; 2025Q3: 212,734 shares; 2025Q4: 220,882 shares 220,882 $18.3M 0.08% +8,148 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: 356,620 shares; 2024Q4: 237,760 shares; 2025Q1: 225,938 shares; 2025Q2: 247,368 shares; 2025Q3: 390,745 shares; 2025Q4: 301,138 shares 301,138 $18.1M 0.07% -89,607 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,585 shares; 2024Q4: 306,366 shares; 2025Q1: 308,130 shares; 2025Q2: 338,167 shares; 2025Q3: 324,191 shares; 2025Q4: 389,934 shares 389,934 $18.1M 0.07% +65,743 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: 85,378 shares; 2024Q4: 47,042 shares; 2025Q1: 42,418 shares; 2025Q2: 44,020 shares; 2025Q3: 47,787 shares; 2025Q4: 53,551 shares 53,551 $18M 0.07% +5,764 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: 64,414 shares; 2024Q4: 68,485 shares; 2025Q1: 62,603 shares; 2025Q2: 40,642 shares; 2025Q3: 43,988 shares; 2025Q4: 43,634 shares 43,634 $18M 0.07% -354 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,478 shares; 2024Q4: 744,077 shares; 2025Q1: 531,139 shares; 2025Q2: 700,914 shares; 2025Q3: 589,201 shares; 2025Q4: 607,977 shares 607,977 $18M 0.07% +18,776 Timeline JTEK 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: 8,055 shares; 2024Q4: 13,553 shares; 2025Q1: 150,354 shares; 2025Q2: 177,855 shares; 2025Q3: 188,413 shares; 2025Q4: 198,964 shares 198,964 $17.9M 0.07% +10,551 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,961 shares; 2024Q4: 98,653 shares; 2025Q1: 100,445 shares; 2025Q2: 97,978 shares; 2025Q3: 98,015 shares; 2025Q4: 135,349 shares 135,349 $17.7M 0.07% +37,334 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,251 shares; 2024Q4: 50,554 shares; 2025Q1: 43,577 shares; 2025Q2: 101,206 shares; 2025Q3: 118,117 shares; 2025Q4: 119,754 shares 119,754 $17.7M 0.07% +1,637 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,664 shares; 2024Q4: 159,469 shares; 2025Q1: 164,006 shares; 2025Q2: 186,196 shares; 2025Q3: 163,019 shares; 2025Q4: 199,664 shares 199,664 $17.6M 0.07% +36,645 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,726 shares; 2024Q4: 204,616 shares; 2025Q1: 221,124 shares; 2025Q2: 240,188 shares; 2025Q3: 228,795 shares; 2025Q4: 247,480 shares 247,480 $17.5M 0.07% +18,685 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,091 shares; 2024Q4: 102,054 shares; 2025Q1: 75,290 shares; 2025Q2: 94,385 shares; 2025Q3: 143,743 shares; 2025Q4: 171,602 shares 171,602 $17.5M 0.07% +27,859 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: 540,725 shares; 2024Q4: 470,584 shares; 2025Q1: 444,026 shares; 2025Q2: 492,320 shares; 2025Q3: 556,956 shares; 2025Q4: 561,199 shares 561,199 $17.4M 0.07% +4,243 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,264 shares; 2024Q4: 119,210 shares; 2025Q1: 111,958 shares; 2025Q2: 116,496 shares; 2025Q3: 130,862 shares; 2025Q4: 168,795 shares 168,795 $17.3M 0.07% +37,933 Timeline IBDT ISHARES 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: 397,784 shares; 2024Q4: 446,822 shares; 2025Q1: 461,427 shares; 2025Q2: 553,279 shares; 2025Q3: 571,180 shares; 2025Q4: 678,756 shares 678,756 $17.3M 0.07% +107,576 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,653 shares; 2024Q4: 35,139 shares; 2025Q1: 38,537 shares; 2025Q2: 85,144 shares; 2025Q3: 131,150 shares; 2025Q4: 452,244 shares 452,244 $17.1M 0.07% +321,094 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,527 shares; 2024Q4: 161,819 shares; 2025Q1: 158,412 shares; 2025Q2: 172,543 shares; 2025Q3: 172,776 shares; 2025Q4: 175,759 shares 175,759 $17M 0.07% +2,983 Timeline DTD 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: 96,188 shares; 2024Q4: 104,810 shares; 2025Q1: 134,035 shares; 2025Q2: 144,497 shares; 2025Q3: 170,199 shares; 2025Q4: 199,765 shares 199,765 $17M 0.07% +29,566 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: 63,125 shares; 2024Q4: 57,991 shares; 2025Q1: 79,878 shares; 2025Q2: 119,012 shares; 2025Q3: 197,718 shares; 2025Q4: 341,474 shares 341,474 $16.9M 0.07% +143,756 Timeline TSPA 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: 12,633 shares; 2024Q4: 30,425 shares; 2025Q1: 332,276 shares; 2025Q2: 344,695 shares; 2025Q3: 365,657 shares; 2025Q4: 390,734 shares 390,734 $16.7M 0.07% +25,077 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,547 shares; 2024Q4: 81,486 shares; 2025Q1: 40,462 shares; 2025Q2: 53,467 shares; 2025Q3: 52,869 shares; 2025Q4: 55,218 shares 55,218 $16.6M 0.07% +2,349 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: 362,054 shares; 2024Q4: 434,887 shares; 2025Q1: 351,130 shares; 2025Q2: 309,059 shares; 2025Q3: 203,059 shares; 2025Q4: 192,954 shares 192,954 $16.5M 0.07% -10,105 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: 117,888 shares; 2024Q4: 132,157 shares; 2025Q1: 107,620 shares; 2025Q2: 127,928 shares; 2025Q3: 119,054 shares; 2025Q4: 117,023 shares 117,023 $16.5M 0.07% -2,031 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: 336,289 shares; 2024Q4: 150,793 shares; 2025Q1: 156,118 shares; 2025Q2: 157,092 shares; 2025Q3: 175,841 shares; 2025Q4: 165,239 shares 165,239 $16.5M 0.07% -10,602 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: 66,904 shares; 2024Q4: 65,494 shares; 2025Q1: 74,245 shares; 2025Q2: 90,636 shares; 2025Q3: 95,888 shares; 2025Q4: 107,306 shares 107,306 $16.5M 0.07% +11,418 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: 78,042 shares; 2024Q4: 100,226 shares; 2025Q1: 328,086 shares; 2025Q2: 263,362 shares; 2025Q3: 194,591 shares; 2025Q4: 178,753 shares 178,753 $16.3M 0.07% -15,838 Timeline FDLO 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: 311,750 shares; 2024Q4: 328,463 shares; 2025Q1: 322,675 shares; 2025Q2: 346,284 shares; 2025Q3: 328,722 shares; 2025Q4: 244,592 shares 244,592 $16.3M 0.07% -84,130 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: 209,328 shares; 2024Q4: 163,322 shares; 2025Q1: 144,885 shares; 2025Q2: 165,659 shares; 2025Q3: 230,515 shares; 2025Q4: 207,158 shares 207,158 $16.3M 0.07% -23,357 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: 29,339 shares; 2024Q4: 30,365 shares; 2025Q1: 29,402 shares; 2025Q2: 25,556 shares; 2025Q3: 27,156 shares; 2025Q4: 27,816 shares 27,816 $16.1M 0.07% +660 Timeline QFLR 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: 551,325 shares; 2024Q4: 572,981 shares; 2025Q1: 566,743 shares; 2025Q2: 544,919 shares; 2025Q3: 504,072 shares; 2025Q4: 469,575 shares 469,575 $16.1M 0.07% -34,497 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,696 shares; 2024Q4: 95,220 shares; 2025Q1: 127,558 shares; 2025Q2: 137,110 shares; 2025Q3: 142,067 shares; 2025Q4: 206,622 shares 206,622 $16.1M 0.07% +64,555 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: 335,281 shares; 2024Q4: 175,726 shares; 2025Q1: 129,845 shares; 2025Q2: 140,005 shares; 2025Q3: 133,902 shares; 2025Q4: 137,150 shares 137,150 $16M 0.07% +3,248 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: 82,775 shares; 2024Q4: 86,765 shares; 2025Q1: 90,178 shares; 2025Q2: 70,193 shares; 2025Q3: 65,661 shares; 2025Q4: 69,802 shares 69,802 $16M 0.07% +4,141 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: 93,270 shares; 2024Q4: 103,893 shares; 2025Q1: 105,137 shares; 2025Q2: 109,143 shares; 2025Q3: 105,438 shares; 2025Q4: 102,951 shares 102,951 $16M 0.07% -2,487 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: 894,998 shares; 2024Q4: 1,055,356 shares; 2025Q1: 828,335 shares; 2025Q2: 301,660 shares; 2025Q3: 288,866 shares; 2025Q4: 323,346 shares 323,346 $15.9M 0.07% +34,480 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950,299 shares; 2024Q4: 282,556 shares; 2025Q1: 274,412 shares; 2025Q2: 281,022 shares; 2025Q3: 310,306 shares; 2025Q4: 357,300 shares 357,300 $15.9M 0.07% +46,994 Timeline IBDU ISHARES 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: 231,581 shares; 2024Q4: 409,864 shares; 2025Q1: 448,430 shares; 2025Q2: 536,670 shares; 2025Q3: 547,786 shares; 2025Q4: 677,647 shares 677,647 $15.9M 0.07% +129,861 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: 29,159 shares; 2024Q4: 30,879 shares; 2025Q1: 29,627 shares; 2025Q2: 31,519 shares; 2025Q3: 34,898 shares; 2025Q4: 26,119 shares 26,119 $15.8M 0.06% -8,779 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: 78,227 shares; 2024Q4: 79,919 shares; 2025Q1: 73,476 shares; 2025Q2: 85,467 shares; 2025Q3: 86,764 shares; 2025Q4: 96,913 shares 96,913 $15.6M 0.06% +10,149 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: 217,416 shares; 2024Q4: 100,476 shares; 2025Q1: 141,432 shares; 2025Q2: 298,993 shares; 2025Q3: 458,117 shares; 2025Q4: 294,765 shares 294,765 $15.6M 0.06% -163,352 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: 66,326 shares; 2024Q4: 68,191 shares; 2025Q1: 73,561 shares; 2025Q2: 82,248 shares; 2025Q3: 82,608 shares; 2025Q4: 122,035 shares 122,035 $15.6M 0.06% +39,427 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,157 shares; 2024Q4: 56,176 shares; 2025Q1: 56,688 shares; 2025Q2: 37,135 shares; 2025Q3: 39,883 shares; 2025Q4: 40,198 shares 40,198 $15.6M 0.06% +315 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,300 shares; 2024Q4: 257,453 shares; 2025Q1: 270,571 shares; 2025Q2: 271,845 shares; 2025Q3: 279,610 shares; 2025Q4: 291,187 shares 291,187 $15.5M 0.06% +11,577 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: 96,019 shares; 2024Q4: 128,111 shares; 2025Q1: 196,964 shares; 2025Q2: 122,731 shares; 2025Q3: 115,395 shares; 2025Q4: 126,072 shares 126,072 $15.3M 0.06% +10,677 Timeline PNOV 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: 226,893 shares; 2024Q4: 223,704 shares; 2025Q1: 213,355 shares; 2025Q2: 217,392 shares; 2025Q3: 203,639 shares; 2025Q4: 365,620 shares 365,620 $15.3M 0.06% +161,981 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: 149,338 shares; 2024Q4: 176,542 shares; 2025Q1: 161,321 shares; 2025Q2: 165,355 shares; 2025Q3: 152,678 shares; 2025Q4: 158,173 shares 158,173 $15.1M 0.06% +5,495 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,087 shares; 2024Q4: 209,217 shares; 2025Q1: 251,239 shares; 2025Q2: 274,946 shares; 2025Q3: 248,726 shares; 2025Q4: 256,351 shares 256,351 $15M 0.06% +7,625 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: 46,259 shares; 2024Q4: 44,627 shares; 2025Q1: 49,071 shares; 2025Q2: 51,092 shares; 2025Q3: 63,304 shares; 2025Q4: 70,044 shares 70,044 $15M 0.06% +6,740 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: 201,629 shares; 2024Q4: 172,163 shares; 2025Q1: 171,205 shares; 2025Q2: 176,764 shares; 2025Q3: 182,820 shares; 2025Q4: 178,351 shares 178,351 $15M 0.06% -4,469 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,661 shares; 2024Q4: 244,495 shares; 2025Q1: 234,717 shares; 2025Q2: 245,610 shares; 2025Q3: 243,103 shares; 2025Q4: 259,742 shares 259,742 $15M 0.06% +16,639 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: 69,795 shares; 2024Q4: 73,768 shares; 2025Q1: 71,949 shares; 2025Q2: 67,132 shares; 2025Q3: 66,214 shares; 2025Q4: 65,063 shares 65,063 $15M 0.06% -1,151 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,185 shares; 2024Q4: 219,482 shares; 2025Q1: 162,074 shares; 2025Q2: 254,558 shares; 2025Q3: 241,000 shares; 2025Q4: 320,109 shares 320,109 $15M 0.06% +79,109 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: 47,026 shares; 2024Q4: 37,120 shares; 2025Q1: 35,259 shares; 2025Q2: 34,670 shares; 2025Q3: 35,754 shares; 2025Q4: 50,988 shares 50,988 $14.8M 0.06% +15,234 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: 46,946 shares; 2024Q4: 75,800 shares; 2025Q1: 71,849 shares; 2025Q2: 85,145 shares; 2025Q3: 80,369 shares; 2025Q4: 78,463 shares 78,463 $14.8M 0.06% -1,906 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: 475,925 shares; 2024Q4: 131,573 shares; 2025Q1: 138,246 shares; 2025Q2: 198,387 shares; 2025Q3: 242,062 shares; 2025Q4: 257,502 shares 257,502 $14.6M 0.06% +15,440 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,892 shares; 2024Q4: 214,803 shares; 2025Q1: 251,789 shares; 2025Q2: 220,557 shares; 2025Q3: 249,167 shares; 2025Q4: 253,856 shares 253,856 $14.5M 0.06% +4,689 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: 361,013 shares; 2024Q4: 266,249 shares; 2025Q1: 85,621 shares; 2025Q2: 86,359 shares; 2025Q3: 251,566 shares; 2025Q4: 282,795 shares 282,795 $14.4M 0.06% +31,229 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,250 shares; 2024Q4: 150,200 shares; 2025Q1: 116,921 shares; 2025Q2: 187,510 shares; 2025Q3: 179,736 shares; 2025Q4: 279,928 shares 279,928 $14.2M 0.06% +100,192 Timeline FVAL 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: 128,973 shares; 2024Q4: 147,101 shares; 2025Q1: 149,188 shares; 2025Q2: 178,389 shares; 2025Q3: 198,677 shares; 2025Q4: 196,303 shares 196,303 $14.2M 0.06% -2,374 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: 450,040 shares; 2024Q4: 480,404 shares; 2025Q1: 522,238 shares; 2025Q2: 522,902 shares; 2025Q3: 535,815 shares; 2025Q4: 562,490 shares 562,490 $14.2M 0.06% +26,675 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: 75,205 shares; 2024Q4: 72,793 shares; 2025Q1: 66,104 shares; 2025Q2: 262,194 shares; 2025Q3: 312,658 shares; 2025Q4: 358,169 shares 358,169 $14.1M 0.06% +45,511 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: 13,140 shares; 2024Q4: 14,213 shares; 2025Q1: 15,858 shares; 2025Q2: 17,312 shares; 2025Q3: 17,580 shares; 2025Q4: 91,943 shares 91,943 $14.1M 0.06% +74,363 Timeline PSEP 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: 324,019 shares; 2024Q4: 326,955 shares; 2025Q1: 314,802 shares; 2025Q2: 305,087 shares; 2025Q3: 327,740 shares; 2025Q4: 319,944 shares 319,944 $14M 0.06% -7,796 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,430 shares; 2024Q4: 17,240 shares; 2025Q1: 87,927 shares; 2025Q2: 145,756 shares; 2025Q3: 152,520 shares; 2025Q4: 161,119 shares 161,119 $13.8M 0.06% +8,599 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: 55,943 shares; 2024Q4: 71,135 shares; 2025Q1: 73,665 shares; 2025Q2: 80,523 shares; 2025Q3: 80,082 shares; 2025Q4: 109,158 shares 109,158 $13.7M 0.06% +29,076 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,360 shares; 2024Q4: 87,304 shares; 2025Q1: 90,163 shares; 2025Q2: 90,519 shares; 2025Q3: 90,703 shares; 2025Q4: 107,705 shares 107,705 $13.7M 0.06% +17,002 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: 32,579 shares; 2024Q4: 37,664 shares; 2025Q1: 36,925 shares; 2025Q2: 44,394 shares; 2025Q3: 43,931 shares; 2025Q4: 43,170 shares 43,170 $13.6M 0.06% -761 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,999 shares; 2024Q4: 205,379 shares; 2025Q1: 184,212 shares; 2025Q2: 167,722 shares; 2025Q3: 163,751 shares; 2025Q4: 178,247 shares 178,247 $13.6M 0.06% +14,496 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,466 shares; 2024Q4: 191,422 shares; 2025Q1: 235,597 shares; 2025Q2: 234,894 shares; 2025Q3: 246,566 shares; 2025Q4: 271,343 shares 271,343 $13.6M 0.06% +24,777 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,472 shares; 2025Q2: 145,845 shares; 2025Q3: 310,558 shares; 2025Q4: 331,935 shares 331,935 $13.6M 0.06% +21,377 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,985 shares; 2024Q4: 236,423 shares; 2025Q1: 154,042 shares; 2025Q2: 187,096 shares; 2025Q3: 284,585 shares; 2025Q4: 288,742 shares 288,742 $13.5M 0.06% +4,157 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: 137,288 shares; 2024Q4: 129,834 shares; 2025Q1: 133,700 shares; 2025Q2: 111,348 shares; 2025Q3: 109,657 shares; 2025Q4: 114,120 shares 114,120 $13.4M 0.06% +4,463 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,956 shares; 2024Q4: 162,126 shares; 2025Q1: 169,509 shares; 2025Q2: 213,115 shares; 2025Q3: 215,135 shares; 2025Q4: 270,565 shares 270,565 $13.4M 0.06% +55,430 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: 156,898 shares; 2024Q4: 176,242 shares; 2025Q1: 178,003 shares; 2025Q2: 180,569 shares; 2025Q3: 173,711 shares; 2025Q4: 172,230 shares 172,230 $13.4M 0.06% -1,481 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: 56,200 shares; 2024Q4: 53,343 shares; 2025Q1: 50,140 shares; 2025Q2: 55,938 shares; 2025Q3: 100,388 shares; 2025Q4: 116,185 shares 116,185 $13.4M 0.06% +15,797 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 460,844 shares; 2025Q2: 522,026 shares; 2025Q3: 547,968 shares; 2025Q4: 604,230 shares 604,230 $13.4M 0.06% +56,262 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: 39,834 shares; 2024Q4: 42,143 shares; 2025Q1: 36,218 shares; 2025Q2: 36,254 shares; 2025Q3: 32,799 shares; 2025Q4: 46,050 shares 46,050 $13.3M 0.05% +13,251 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,204 shares; 2025Q1: 11,002 shares; 2025Q2: 122,472 shares; 2025Q3: 112,387 shares; 2025Q4: 112,086 shares 112,086 $13.2M 0.05% -301 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: 36,931 shares; 2024Q4: 39,965 shares; 2025Q1: 34,699 shares; 2025Q2: 29,952 shares; 2025Q3: 36,895 shares; 2025Q4: 37,404 shares 37,404 $13.1M 0.05% +509 Timeline VUSB 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: 123,575 shares; 2024Q4: 172,742 shares; 2025Q1: 195,966 shares; 2025Q2: 207,872 shares; 2025Q3: 243,232 shares; 2025Q4: 262,391 shares 262,391 $13.1M 0.05% +19,159 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: 14,755 shares; 2024Q4: 15,635 shares; 2025Q1: 14,211 shares; 2025Q2: 17,966 shares; 2025Q3: 19,261 shares; 2025Q4: 23,003 shares 23,003 $13M 0.05% +3,742 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: 20,998 shares; 2024Q4: 8,405 shares; 2025Q1: 7,762 shares; 2025Q2: 8,740 shares; 2025Q3: 12,702 shares; 2025Q4: 15,862 shares 15,862 $13M 0.05% +3,160 Timeline PAUG 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: 304,435 shares; 2024Q4: 402,603 shares; 2025Q1: 289,507 shares; 2025Q2: 386,368 shares; 2025Q3: 298,867 shares; 2025Q4: 298,554 shares 298,554 $12.9M 0.05% -313 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 30,843 shares; 2025Q1: 46,286 shares; 2025Q2: 55,528 shares; 2025Q3: 293,763 shares; 2025Q4: 251,754 shares 251,754 $12.9M 0.05% -42,009 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,591 shares; 2024Q4: 235,268 shares; 2025Q1: 448,839 shares; 2025Q2: 533,439 shares; 2025Q3: 587,540 shares; 2025Q4: 536,293 shares 536,293 $12.9M 0.05% -51,247 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,050 shares; 2024Q4: 106,954 shares; 2025Q1: 101,726 shares; 2025Q2: 96,318 shares; 2025Q3: 95,123 shares; 2025Q4: 97,611 shares 97,611 $12.8M 0.05% +2,488 Timeline XJUN 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: 423,119 shares; 2024Q4: 422,859 shares; 2025Q1: 298,103 shares; 2025Q2: 306,705 shares; 2025Q3: 297,282 shares; 2025Q4: 296,753 shares 296,753 $12.7M 0.05% -529 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,132 shares; 2024Q4: 253,460 shares; 2025Q1: 163,872 shares; 2025Q2: 191,146 shares; 2025Q3: 227,882 shares; 2025Q4: 232,493 shares 232,493 $12.7M 0.05% +4,611 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: 26,129 shares; 2024Q4: 28,976 shares; 2025Q1: 41,267 shares; 2025Q2: 38,320 shares; 2025Q3: 70,345 shares; 2025Q4: 78,502 shares 78,502 $12.7M 0.05% +8,157 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: 139,566 shares; 2024Q4: 139,330 shares; 2025Q1: 145,835 shares; 2025Q2: 152,462 shares; 2025Q3: 169,582 shares; 2025Q4: 163,287 shares 163,287 $12.7M 0.05% -6,295 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: 54,371 shares; 2024Q4: 55,087 shares; 2025Q1: 55,437 shares; 2025Q2: 64,244 shares; 2025Q3: 63,261 shares; 2025Q4: 64,683 shares 64,683 $12.6M 0.05% +1,422 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: 82,489 shares; 2025Q1: 87,730 shares; 2025Q2: 94,239 shares; 2025Q3: 99,591 shares; 2025Q4: 96,274 shares 96,274 $12.6M 0.05% -3,317 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: 181,367 shares; 2024Q4: 96,485 shares; 2025Q1: 85,315 shares; 2025Q2: 95,631 shares; 2025Q3: 137,791 shares; 2025Q4: 150,564 shares 150,564 $12.6M 0.05% +12,773 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 13,697 shares; 2025Q1: 46,058 shares; 2025Q2: 59,235 shares; 2025Q3: 70,248 shares; 2025Q4: 152,757 shares 152,757 $12.6M 0.05% +82,509 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,229 shares; 2024Q4: 73,823 shares; 2025Q1: 70,143 shares; 2025Q2: 60,730 shares; 2025Q3: 56,623 shares; 2025Q4: 59,564 shares 59,564 $12.5M 0.05% +2,941 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,832 shares; 2024Q4: 40,528 shares; 2025Q1: 132,189 shares; 2025Q2: 175,940 shares; 2025Q3: 195,904 shares; 2025Q4: 246,400 shares 246,400 $12.4M 0.05% +50,496 Timeline PFEB 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: 327,829 shares; 2024Q4: 341,143 shares; 2025Q1: 334,244 shares; 2025Q2: 331,289 shares; 2025Q3: 308,615 shares; 2025Q4: 300,717 shares 300,717 $12.2M 0.05% -7,898 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: 85,852 shares; 2024Q4: 77,034 shares; 2025Q1: 35,121 shares; 2025Q2: 37,964 shares; 2025Q3: 37,863 shares; 2025Q4: 42,328 shares 42,328 $12.2M 0.05% +4,465 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,657 shares; 2024Q4: 185,216 shares; 2025Q1: 178,660 shares; 2025Q2: 187,820 shares; 2025Q3: 174,541 shares; 2025Q4: 220,794 shares 220,794 $12.1M 0.05% +46,253 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: 192,861 shares; 2024Q4: 171,014 shares; 2025Q1: 175,919 shares; 2025Q2: 217,705 shares; 2025Q3: 216,643 shares; 2025Q4: 226,388 shares 226,388 $12.1M 0.05% +9,745 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,553 shares; 2024Q4: 47,211 shares; 2025Q1: 66,949 shares; 2025Q2: 69,875 shares; 2025Q3: 78,045 shares; 2025Q4: 283,778 shares 283,778 $12.1M 0.05% +205,733 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,125 shares; 2024Q4: 579,550 shares; 2025Q1: 378,559 shares; 2025Q2: 379,415 shares; 2025Q3: 269,017 shares; 2025Q4: 256,179 shares 256,179 $12.1M 0.05% -12,838 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,914 shares; 2024Q4: 265,072 shares; 2025Q1: 265,977 shares; 2025Q2: 279,099 shares; 2025Q3: 291,970 shares; 2025Q4: 317,782 shares 317,782 $12M 0.05% +25,812 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: 143,423 shares; 2024Q4: 48,013 shares; 2025Q1: 39,627 shares; 2025Q2: 45,853 shares; 2025Q3: 52,899 shares; 2025Q4: 150,640 shares 150,640 $12M 0.05% +97,741 Timeline EWJ 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: 21,667 shares; 2024Q4: 7,366 shares; 2025Q1: 68,069 shares; 2025Q2: 125,236 shares; 2025Q3: 139,105 shares; 2025Q4: 148,298 shares 148,298 $12M 0.05% +9,193 Timeline FCOM 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: 153,230 shares; 2024Q4: 169,098 shares; 2025Q1: 150,696 shares; 2025Q2: 164,073 shares; 2025Q3: 160,182 shares; 2025Q4: 163,108 shares 163,108 $12M 0.05% +2,926 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,002 shares; 2024Q4: 437,491 shares; 2025Q1: 460,062 shares; 2025Q2: 470,400 shares; 2025Q3: 277,472 shares; 2025Q4: 296,234 shares 296,234 $11.9M 0.05% +18,762 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,323 shares; 2025Q3: 46,606 shares; 2025Q4: 214,561 shares 214,561 $11.9M 0.05% +167,955 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 13,866 shares; 2025Q1: 17,028 shares; 2025Q2: 120,395 shares; 2025Q3: 117,566 shares; 2025Q4: 116,566 shares 116,566 $11.9M 0.05% -1,000 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: 73,506 shares; 2024Q4: 99,406 shares; 2025Q1: 107,142 shares; 2025Q2: 110,996 shares; 2025Q3: 123,380 shares; 2025Q4: 128,559 shares 128,559 $11.9M 0.05% +5,179 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: 9,175 shares; 2024Q4: 9,226 shares; 2025Q1: 8,826 shares; 2025Q2: 9,904 shares; 2025Q3: 69,521 shares; 2025Q4: 71,875 shares 71,875 $11.7M 0.05% +2,354 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: 76,117 shares; 2024Q4: 86,634 shares; 2025Q1: 75,051 shares; 2025Q2: 55,547 shares; 2025Q3: 58,630 shares; 2025Q4: 95,154 shares 95,154 $11.7M 0.05% +36,524 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: 46,958 shares; 2024Q4: 50,468 shares; 2025Q1: 46,748 shares; 2025Q2: 43,800 shares; 2025Q3: 43,804 shares; 2025Q4: 43,394 shares 43,394 $11.6M 0.05% -410 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,794 shares; 2024Q4: 611,681 shares; 2025Q1: 629,161 shares; 2025Q2: 655,302 shares; 2025Q3: 649,245 shares; 2025Q4: 668,117 shares 668,117 $11.6M 0.05% +18,872 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,934 shares; 2024Q4: 204,849 shares; 2025Q1: 220,061 shares; 2025Q2: 259,579 shares; 2025Q3: 217,339 shares; 2025Q4: 240,905 shares 240,905 $11.5M 0.05% +23,566 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,248 shares; 2024Q4: 131,222 shares; 2025Q1: 104,197 shares; 2025Q2: 97,835 shares; 2025Q3: 122,336 shares; 2025Q4: 125,684 shares 125,684 $11.5M 0.05% +3,348 Timeline PDEC 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: 237,743 shares; 2024Q4: 269,854 shares; 2025Q1: 257,248 shares; 2025Q2: 272,664 shares; 2025Q3: 236,501 shares; 2025Q4: 264,368 shares 264,368 $11.5M 0.05% +27,867 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,515 shares; 2024Q4: 88,586 shares; 2025Q1: 232,219 shares; 2025Q2: 87,231 shares; 2025Q3: 98,403 shares; 2025Q4: 117,517 shares 117,517 $11.4M 0.05% +19,114 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: 191,625 shares; 2024Q4: 210,431 shares; 2025Q1: 214,167 shares; 2025Q2: 201,547 shares; 2025Q3: 221,678 shares; 2025Q4: 242,631 shares 242,631 $11.4M 0.05% +20,953 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,587 shares; 2024Q4: 316,767 shares; 2025Q1: 422,240 shares; 2025Q2: 453,777 shares; 2025Q3: 510,406 shares; 2025Q4: 537,021 shares 537,021 $11.4M 0.05% +26,615 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: 86,115 shares; 2024Q4: 79,987 shares; 2025Q1: 76,624 shares; 2025Q2: 74,533 shares; 2025Q3: 111,707 shares; 2025Q4: 88,193 shares 88,193 $11.4M 0.05% -23,514 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,959 shares; 2024Q4: 471,044 shares; 2025Q1: 445,764 shares; 2025Q2: 445,639 shares; 2025Q3: 464,979 shares; 2025Q4: 579,381 shares 579,381 $11.3M 0.05% +114,402 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: 50,903 shares; 2024Q4: 55,594 shares; 2025Q1: 48,935 shares; 2025Q2: 45,183 shares; 2025Q3: 41,403 shares; 2025Q4: 41,599 shares 41,599 $11.2M 0.05% +196 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: 18,362 shares; 2024Q4: 20,702 shares; 2025Q1: 18,178 shares; 2025Q2: 16,898 shares; 2025Q3: 18,834 shares; 2025Q4: 19,612 shares 19,612 $11.2M 0.05% +778 Timeline FLRT 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: 523,188 shares; 2024Q4: 97,284 shares; 2025Q1: 164,372 shares; 2025Q2: 176,357 shares; 2025Q3: 197,733 shares; 2025Q4: 237,178 shares 237,178 $11.2M 0.05% +39,445 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: 236,550 shares; 2024Q4: 219,358 shares; 2025Q1: 197,208 shares; 2025Q2: 190,259 shares; 2025Q3: 244,938 shares; 2025Q4: 308,202 shares 308,202 $11.2M 0.05% +63,264 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: 197,301 shares; 2024Q4: 187,177 shares; 2025Q1: 206,588 shares; 2025Q2: 216,553 shares; 2025Q3: 209,216 shares; 2025Q4: 226,802 shares 226,802 $11.2M 0.05% +17,586 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: 13,823 shares; 2024Q4: 14,989 shares; 2025Q1: 14,986 shares; 2025Q2: 15,928 shares; 2025Q3: 17,341 shares; 2025Q4: 26,284 shares 26,284 $11.1M 0.05% +8,943 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: 27,294 shares; 2024Q4: 152,441 shares; 2025Q1: 153,701 shares; 2025Q2: 154,408 shares; 2025Q3: 190,048 shares; 2025Q4: 196,289 shares 196,289 $11.1M 0.05% +6,241 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 15,566 shares; 2025Q1: 18,571 shares; 2025Q2: 22,548 shares; 2025Q3: 27,984 shares; 2025Q4: 37,097 shares 37,097 $11M 0.05% +9,113 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: 23,279 shares; 2024Q4: 22,077 shares; 2025Q1: 19,890 shares; 2025Q2: 34,510 shares; 2025Q3: 39,108 shares; 2025Q4: 44,923 shares 44,923 $10.9M 0.04% +5,815 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,687 shares; 2024Q4: 1,237,332 shares; 2025Q1: 1,082,683 shares; 2025Q2: 1,232,584 shares; 2025Q3: 1,032,185 shares; 2025Q4: 732,304 shares 732,304 $10.8M 0.04% -299,881 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,343 shares; 2024Q4: 350,508 shares; 2025Q1: 288,054 shares; 2025Q2: 363,963 shares; 2025Q3: 231,406 shares; 2025Q4: 217,108 shares 217,108 $10.8M 0.04% -14,298 Timeline DFUV 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: 250,828 shares; 2024Q4: 290,989 shares; 2025Q1: 233,028 shares; 2025Q2: 256,865 shares; 2025Q3: 246,642 shares; 2025Q4: 232,424 shares 232,424 $10.8M 0.04% -14,218 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 36,505 shares; 2025Q1: 72,853 shares; 2025Q2: 157,902 shares; 2025Q3: 183,137 shares; 2025Q4: 206,047 shares 206,047 $10.8M 0.04% +22,910 Timeline GSEP 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: 273,297 shares; 2024Q4: 297,398 shares; 2025Q1: 278,658 shares; 2025Q2: 260,462 shares; 2025Q3: 260,682 shares; 2025Q4: 276,946 shares 276,946 $10.7M 0.04% +16,264 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,633 shares; 2024Q4: 105,324 shares; 2025Q1: 2,008,516 shares; 2025Q2: 2,289,546 shares; 2025Q3: 353,288 shares; 2025Q4: 408,876 shares 408,876 $10.7M 0.04% +55,588 Timeline GAPR 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: 314,479 shares; 2024Q4: 301,660 shares; 2025Q1: 254,655 shares; 2025Q2: 266,765 shares; 2025Q3: 260,807 shares; 2025Q4: 265,517 shares 265,517 $10.6M 0.04% +4,710 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: 20,286 shares; 2024Q4: 17,471 shares; 2025Q1: 19,802 shares; 2025Q2: 18,843 shares; 2025Q3: 26,856 shares; 2025Q4: 27,284 shares 27,284 $10.6M 0.04% +428 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,776 shares; 2024Q4: 277,530 shares; 2025Q1: 285,360 shares; 2025Q2: 303,678 shares; 2025Q3: 315,731 shares; 2025Q4: 322,210 shares 322,210 $10.6M 0.04% +6,479 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: 265,448 shares; 2024Q4: 233,269 shares; 2025Q1: 219,758 shares; 2025Q2: 206,935 shares; 2025Q3: 194,833 shares; 2025Q4: 196,317 shares 196,317 $10.6M 0.04% +1,484 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,810 shares; 2024Q4: 158,795 shares; 2025Q1: 138,557 shares; 2025Q2: 76,370 shares; 2025Q3: 81,929 shares; 2025Q4: 102,123 shares 102,123 $10.6M 0.04% +20,194 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: 47,423 shares; 2024Q4: 38,309 shares; 2025Q1: 38,683 shares; 2025Q2: 37,717 shares; 2025Q3: 46,675 shares; 2025Q4: 33,870 shares 33,870 $10.6M 0.04% -12,805 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,256 shares; 2024Q4: 319,282 shares; 2025Q1: 348,852 shares; 2025Q2: 304,525 shares; 2025Q3: 289,734 shares; 2025Q4: 315,391 shares 315,391 $10.6M 0.04% +25,657 Timeline DJUN 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: 190,177 shares; 2024Q4: 200,359 shares; 2025Q1: 187,159 shares; 2025Q2: 217,545 shares; 2025Q3: 228,293 shares; 2025Q4: 222,521 shares 222,521 $10.5M 0.04% -5,772 Timeline IBDV ISHARES 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: 107,653 shares; 2024Q4: 136,428 shares; 2025Q1: 120,818 shares; 2025Q2: 158,121 shares; 2025Q3: 183,273 shares; 2025Q4: 475,819 shares 475,819 $10.5M 0.04% +292,546 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: 301,168 shares; 2024Q4: 318,175 shares; 2025Q1: 338,558 shares; 2025Q2: 360,092 shares; 2025Q3: 359,766 shares; 2025Q4: 379,058 shares 379,058 $10.4M 0.04% +19,292 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: 362,449 shares; 2024Q4: 303,294 shares; 2025Q1: 264,685 shares; 2025Q2: 248,659 shares; 2025Q3: 168,306 shares; 2025Q4: 171,022 shares 171,022 $10.2M 0.04% +2,716 Timeline DDEC 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: 131,020 shares; 2024Q4: 189,511 shares; 2025Q1: 192,892 shares; 2025Q2: 194,763 shares; 2025Q3: 225,198 shares; 2025Q4: 226,179 shares 226,179 $10.2M 0.04% +981 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: 81,637 shares; 2024Q4: 83,019 shares; 2025Q1: 80,472 shares; 2025Q2: 81,260 shares; 2025Q3: 74,329 shares; 2025Q4: 68,330 shares 68,330 $10.2M 0.04% -5,999 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: 46,495 shares; 2024Q4: 40,712 shares; 2025Q1: 270,057 shares; 2025Q2: 295,370 shares; 2025Q3: 63,013 shares; 2025Q4: 64,932 shares 64,932 $10.2M 0.04% +1,919 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,988 shares; 2024Q4: 19,029 shares; 2025Q1: 197,619 shares; 2025Q2: 226,501 shares; 2025Q3: 248,072 shares; 2025Q4: 256,453 shares 256,453 $9.97M 0.04% +8,381 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: 98,044 shares; 2024Q4: 105,708 shares; 2025Q1: 98,241 shares; 2025Q2: 109,442 shares; 2025Q3: 108,591 shares; 2025Q4: 117,811 shares 117,811 $9.97M 0.04% +9,220 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,846 shares; 2024Q4: 147,925 shares; 2025Q1: 140,663 shares; 2025Q2: 153,455 shares; 2025Q3: 143,707 shares; 2025Q4: 149,756 shares 149,756 $9.96M 0.04% +6,049 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,573 shares; 2024Q4: 93,532 shares; 2025Q1: 86,839 shares; 2025Q2: 93,381 shares; 2025Q3: 86,543 shares; 2025Q4: 83,683 shares 83,683 $9.94M 0.04% -2,860 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,172 shares; 2024Q4: 56,503 shares; 2025Q1: 52,898 shares; 2025Q2: 52,924 shares; 2025Q3: 219,786 shares; 2025Q4: 275,076 shares 275,076 $9.86M 0.04% +55,290 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,525 shares; 2024Q4: 48,201 shares; 2025Q1: 43,065 shares; 2025Q2: 45,567 shares; 2025Q3: 49,748 shares; 2025Q4: 54,209 shares 54,209 $9.82M 0.04% +4,461 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: 119,369 shares; 2024Q4: 98,649 shares; 2025Q1: 99,359 shares; 2025Q2: 98,710 shares; 2025Q3: 106,375 shares; 2025Q4: 107,399 shares 107,399 $9.82M 0.04% +1,024 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,788 shares; 2025Q3: 87,444 shares; 2025Q4: 185,584 shares 185,584 $9.8M 0.04% +98,140 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,134 shares; 2024Q4: 187,649 shares; 2025Q1: 192,188 shares; 2025Q2: 72,545 shares; 2025Q3: 78,348 shares; 2025Q4: 77,347 shares 77,347 $9.74M 0.04% -1,001 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: 36,895 shares; 2024Q4: 35,228 shares; 2025Q1: 32,387 shares; 2025Q2: 34,953 shares; 2025Q3: 38,257 shares; 2025Q4: 37,782 shares 37,782 $9.72M 0.04% -475 Timeline UJUL 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: 251,954 shares; 2024Q4: 251,062 shares; 2025Q1: 248,489 shares; 2025Q2: 260,801 shares; 2025Q3: 250,684 shares; 2025Q4: 250,540 shares 250,540 $9.71M 0.04% -144 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: 69,189 shares; 2024Q4: 65,844 shares; 2025Q1: 66,354 shares; 2025Q2: 69,850 shares; 2025Q3: 114,696 shares; 2025Q4: 110,429 shares 110,429 $9.67M 0.04% -4,267 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,036 shares; 2024Q4: 234,845 shares; 2025Q1: 232,371 shares; 2025Q2: 215,573 shares; 2025Q3: 220,857 shares; 2025Q4: 210,343 shares 210,343 $9.63M 0.04% -10,514 Timeline SHYG ISHARES 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: 169,607 shares; 2024Q4: 171,522 shares; 2025Q1: 168,688 shares; 2025Q2: 171,168 shares; 2025Q3: 191,386 shares; 2025Q4: 224,423 shares 224,423 $9.62M 0.04% +33,037 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,196 shares; 2024Q4: 134,970 shares; 2025Q1: 136,803 shares; 2025Q2: 139,523 shares; 2025Q3: 105,009 shares; 2025Q4: 108,546 shares 108,546 $9.61M 0.04% +3,537 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: 15,856 shares; 2024Q4: 79,167 shares; 2025Q1: 80,570 shares; 2025Q2: 71,989 shares; 2025Q3: 76,020 shares; 2025Q4: 75,203 shares 75,203 $9.6M 0.04% -817 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,034 shares; 2024Q4: 218,993 shares; 2025Q1: 207,899 shares; 2025Q2: 219,020 shares; 2025Q3: 206,262 shares; 2025Q4: 206,347 shares 206,347 $9.58M 0.04% +85 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: 145,783 shares; 2024Q4: 45,300 shares; 2025Q1: 36,728 shares; 2025Q2: 44,855 shares; 2025Q3: 38,010 shares; 2025Q4: 38,127 shares 38,127 $9.58M 0.04% +117 Timeline DMAY 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: 217,229 shares; 2024Q4: 216,995 shares; 2025Q1: 215,951 shares; 2025Q2: 220,833 shares; 2025Q3: 215,236 shares; 2025Q4: 211,339 shares 211,339 $9.56M 0.04% -3,897 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,133 shares; 2024Q4: 1,173,961 shares; 2025Q1: 720,890 shares; 2025Q2: 343,549 shares; 2025Q3: 355,450 shares; 2025Q4: 350,123 shares 350,123 $9.53M 0.04% -5,327 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,767 shares; 2024Q4: 65,210 shares; 2025Q1: 62,089 shares; 2025Q2: 68,177 shares; 2025Q3: 69,340 shares; 2025Q4: 71,949 shares 71,949 $9.36M 0.04% +2,609 Timeline GNOV 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: 362,397 shares; 2024Q4: 395,023 shares; 2025Q1: 345,041 shares; 2025Q2: 268,994 shares; 2025Q3: 193,919 shares; 2025Q4: 235,183 shares 235,183 $9.34M 0.04% +41,264 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: 94,362 shares; 2024Q4: 101,666 shares; 2025Q1: 104,841 shares; 2025Q2: 105,263 shares; 2025Q3: 116,937 shares; 2025Q4: 176,594 shares 176,594 $9.33M 0.04% +59,657 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,176 shares; 2024Q4: 216,425 shares; 2025Q1: 309,711 shares; 2025Q2: 370,141 shares; 2025Q3: 513,511 shares; 2025Q4: 527,877 shares 527,877 $9.33M 0.04% +14,366 Timeline POCT 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: 379,884 shares; 2024Q4: 235,974 shares; 2025Q1: 207,654 shares; 2025Q2: 222,724 shares; 2025Q3: 197,899 shares; 2025Q4: 212,051 shares 212,051 $9.31M 0.04% +14,152 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 47,366 shares; 2025Q3: 52,125 shares; 2025Q4: 133,438 shares 133,438 $9.31M 0.04% +81,313 Timeline SDVD 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: 40,602 shares; 2024Q4: 158,777 shares; 2025Q1: 207,205 shares; 2025Q2: 345,367 shares; 2025Q3: 397,382 shares; 2025Q4: 433,613 shares 433,613 $9.31M 0.04% +36,231 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 29,239 shares; 2025Q1: 42,235 shares; 2025Q2: 58,517 shares; 2025Q3: 56,925 shares; 2025Q4: 103,451 shares 103,451 $9.27M 0.04% +46,526 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: 81,386 shares; 2024Q4: 82,059 shares; 2025Q1: 68,840 shares; 2025Q2: 73,694 shares; 2025Q3: 96,696 shares; 2025Q4: 100,607 shares 100,607 $9.25M 0.04% +3,911 Timeline DMAR 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: 201,288 shares; 2024Q4: 204,802 shares; 2025Q1: 220,528 shares; 2025Q2: 218,660 shares; 2025Q3: 207,867 shares; 2025Q4: 221,487 shares 221,487 $9.23M 0.04% +13,620 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: 21,626 shares; 2024Q4: 24,310 shares; 2025Q1: 21,693 shares; 2025Q2: 24,004 shares; 2025Q3: 22,991 shares; 2025Q4: 23,586 shares 23,586 $9.18M 0.04% +595 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,718 shares; 2024Q4: 135,158 shares; 2025Q1: 119,701 shares; 2025Q2: 143,437 shares; 2025Q3: 166,425 shares; 2025Q4: 124,786 shares 124,786 $9.17M 0.04% -41,639 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,868 shares; 2024Q4: 302,676 shares; 2025Q1: 315,091 shares; 2025Q2: 245,629 shares; 2025Q3: 289,631 shares; 2025Q4: 299,525 shares 299,525 $9.12M 0.04% +9,894 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: 43,008 shares; 2024Q4: 58,037 shares; 2025Q1: 67,612 shares; 2025Q2: 103,071 shares; 2025Q3: 109,095 shares; 2025Q4: 106,513 shares 106,513 $9.05M 0.04% -2,582 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: 98,636 shares; 2024Q4: 84,648 shares; 2025Q1: 74,538 shares; 2025Q2: 107,098 shares; 2025Q3: 63,568 shares; 2025Q4: 92,091 shares 92,091 $9M 0.04% +28,523 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,821 shares; 2024Q4: 266,543 shares; 2025Q1: 239,918 shares; 2025Q2: 258,912 shares; 2025Q3: 208,531 shares; 2025Q4: 230,751 shares 230,751 $9M 0.04% +22,220 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,799 shares; 2024Q4: 18,629 shares; 2025Q1: 58,421 shares; 2025Q2: 73,449 shares; 2025Q3: 77,793 shares; 2025Q4: 79,393 shares 79,393 $8.98M 0.04% +1,600 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: 308,378 shares; 2024Q4: 326,937 shares; 2025Q1: 314,641 shares; 2025Q2: 393,598 shares; 2025Q3: 430,839 shares; 2025Q4: 442,916 shares 442,916 $8.96M 0.04% +12,077 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,848 shares; 2025Q3: 232,919 shares; 2025Q4: 258,315 shares 258,315 $8.91M 0.04% +25,396 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,856 shares; 2025Q1: 213,783 shares; 2025Q2: 303,348 shares; 2025Q3: 322,965 shares; 2025Q4: 345,692 shares 345,692 $8.87M 0.04% +22,727 Timeline DWM 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: 28,577 shares; 2024Q4: 28,191 shares; 2025Q1: 105,075 shares; 2025Q2: 117,768 shares; 2025Q3: 130,744 shares; 2025Q4: 128,785 shares 128,785 $8.86M 0.04% -1,959 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: 6,235 shares; 2024Q4: 7,202 shares; 2025Q1: 6,733 shares; 2025Q2: 6,058 shares; 2025Q3: 6,016 shares; 2025Q4: 7,276 shares 7,276 $8.84M 0.04% +1,260 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 12,267 shares; 2025Q1: 11,963 shares; 2025Q2: 11,659 shares; 2025Q3: 30,877 shares; 2025Q4: 42,769 shares 42,769 $8.82M 0.04% +11,892 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,207 shares; 2024Q4: 105,843 shares; 2025Q1: 107,829 shares; 2025Q2: 124,613 shares; 2025Q3: 135,243 shares; 2025Q4: 134,367 shares 134,367 $8.8M 0.04% -876 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,786 shares; 2024Q4: 74,689 shares; 2025Q1: 62,741 shares; 2025Q2: 94,439 shares; 2025Q3: 76,146 shares; 2025Q4: 69,360 shares 69,360 $8.79M 0.04% -6,786 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: 53,380 shares; 2024Q4: 52,116 shares; 2025Q1: 52,346 shares; 2025Q2: 32,085 shares; 2025Q3: 30,105 shares; 2025Q4: 73,518 shares 73,518 $8.78M 0.04% +43,413 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,242 shares; 2024Q4: 69,525 shares; 2025Q1: 78,851 shares; 2025Q2: 80,283 shares; 2025Q3: 82,775 shares; 2025Q4: 140,497 shares 140,497 $8.78M 0.04% +57,722 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: 188,612 shares; 2025Q3: 191,461 shares; 2025Q4: 201,378 shares 201,378 $8.77M 0.04% +9,917 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396,141 shares; 2025Q3: 413,044 shares; 2025Q4: 442,848 shares 442,848 $8.76M 0.04% +29,804 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: 73,301 shares; 2024Q4: 50,772 shares; 2025Q1: 31,322 shares; 2025Q2: 34,065 shares; 2025Q3: 69,288 shares; 2025Q4: 53,679 shares 53,679 $8.73M 0.04% -15,609 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,557 shares; 2025Q4: 117,591 shares 117,591 $8.69M 0.04% +113,034 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: 10,552 shares; 2024Q4: 10,177 shares; 2025Q1: 10,371 shares; 2025Q2: 10,563 shares; 2025Q3: 10,562 shares; 2025Q4: 13,086 shares 13,086 $8.67M 0.04% +2,524 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,168 shares; 2024Q4: 105,221 shares; 2025Q1: 131,533 shares; 2025Q2: 153,756 shares; 2025Q3: 171,812 shares; 2025Q4: 182,605 shares 182,605 $8.63M 0.04% +10,793 Timeline JSI 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: 8,678 shares; 2024Q4: not reported; 2025Q1: 4,556 shares; 2025Q2: 7,610 shares; 2025Q3: 118,384 shares; 2025Q4: 164,258 shares 164,258 $8.55M 0.04% +45,874 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,176 shares; 2024Q4: 38,742 shares; 2025Q1: 38,278 shares; 2025Q2: 38,510 shares; 2025Q3: 38,745 shares; 2025Q4: 39,910 shares 39,910 $8.52M 0.04% +1,165 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,805 shares; 2024Q4: 43,239 shares; 2025Q1: 49,961 shares; 2025Q2: 46,946 shares; 2025Q3: 47,854 shares; 2025Q4: 52,292 shares 52,292 $8.51M 0.04% +4,438 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: 6,015 shares; 2024Q4: 29,319 shares; 2025Q1: 32,238 shares; 2025Q2: 32,183 shares; 2025Q3: 32,775 shares; 2025Q4: 32,748 shares 32,748 $8.5M 0.04% -27 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: 39,731 shares; 2024Q4: 64,656 shares; 2025Q1: 62,408 shares; 2025Q2: 119,585 shares; 2025Q3: 74,029 shares; 2025Q4: 77,019 shares 77,019 $8.48M 0.03% +2,990 Timeline PAMC 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: 40,659 shares; 2024Q4: 62,770 shares; 2025Q1: 64,199 shares; 2025Q2: 69,242 shares; 2025Q3: 69,412 shares; 2025Q4: 181,986 shares 181,986 $8.48M 0.03% +112,574 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: 792,603 shares; 2024Q4: 807,638 shares; 2025Q1: 904,842 shares; 2025Q2: 448,993 shares; 2025Q3: 361,140 shares; 2025Q4: 368,097 shares 368,097 $8.48M 0.03% +6,957 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,247 shares; 2024Q4: 70,575 shares; 2025Q1: 74,956 shares; 2025Q2: 91,190 shares; 2025Q3: 97,450 shares; 2025Q4: 411,258 shares 411,258 $8.47M 0.03% +313,808 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,843 shares; 2024Q4: 83,732 shares; 2025Q1: 111,361 shares; 2025Q2: 118,798 shares; 2025Q3: 118,625 shares; 2025Q4: 121,475 shares 121,475 $8.46M 0.03% +2,850 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,032 shares; 2024Q4: 229,366 shares; 2025Q1: 242,491 shares; 2025Q2: 256,822 shares; 2025Q3: 238,139 shares; 2025Q4: 248,868 shares 248,868 $8.45M 0.03% +10,729 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,640 shares; 2024Q4: 41,969 shares; 2025Q1: 42,778 shares; 2025Q2: 47,602 shares; 2025Q3: 45,913 shares; 2025Q4: 101,891 shares 101,891 $8.43M 0.03% +55,978 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,897 shares; 2024Q4: 56,022 shares; 2025Q1: 58,941 shares; 2025Q2: 58,848 shares; 2025Q3: 58,813 shares; 2025Q4: 59,534 shares 59,534 $8.4M 0.03% +721 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,466 shares; 2024Q4: 55,810 shares; 2025Q1: 73,834 shares; 2025Q2: 80,617 shares; 2025Q3: 79,176 shares; 2025Q4: 82,193 shares 82,193 $8.4M 0.03% +3,017 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,015 shares 128,015 $8.39M 0.03% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 84,198 shares; 2025Q1: 88,000 shares; 2025Q2: 88,917 shares; 2025Q3: 103,009 shares; 2025Q4: 101,096 shares 101,096 $8.39M 0.03% -1,913 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,203 shares; 2024Q4: 264,156 shares; 2025Q1: 294,792 shares; 2025Q2: 338,811 shares; 2025Q3: 300,029 shares; 2025Q4: 316,058 shares 316,058 $8.38M 0.03% +16,029 Timeline RSPU 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: 63,667 shares; 2024Q4: 76,975 shares; 2025Q1: 86,298 shares; 2025Q2: 102,774 shares; 2025Q3: 110,829 shares; 2025Q4: 111,155 shares 111,155 $8.31M 0.03% +326 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: 5,385 shares; 2024Q4: 20,853 shares; 2025Q1: 22,985 shares; 2025Q2: 24,657 shares; 2025Q3: 45,117 shares; 2025Q4: 44,891 shares 44,891 $8.31M 0.03% -226 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,459 shares; 2024Q4: 161,354 shares; 2025Q1: 163,816 shares; 2025Q2: 160,698 shares; 2025Q3: 163,069 shares; 2025Q4: 165,611 shares 165,611 $8.28M 0.03% +2,542 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,630 shares; 2024Q4: 64,612 shares; 2025Q1: 57,831 shares; 2025Q2: 59,167 shares; 2025Q3: 55,731 shares; 2025Q4: 54,030 shares 54,030 $8.21M 0.03% -1,701 Timeline GJUL 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: 196,510 shares; 2024Q4: 198,003 shares; 2025Q1: 181,387 shares; 2025Q2: 184,246 shares; 2025Q3: 193,532 shares; 2025Q4: 198,496 shares 198,496 $8.2M 0.03% +4,964 Timeline GOCT 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: 69,302 shares; 2024Q4: 166,773 shares; 2025Q1: 158,569 shares; 2025Q2: 150,765 shares; 2025Q3: 139,340 shares; 2025Q4: 208,236 shares 208,236 $8.18M 0.03% +68,896 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: 864,189 shares; 2024Q4: 261,950 shares; 2025Q1: 229,328 shares; 2025Q2: 283,877 shares; 2025Q3: 304,393 shares; 2025Q4: 361,040 shares 361,040 $8.17M 0.03% +56,647 Timeline PMAR 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: 201,683 shares; 2024Q4: 222,527 shares; 2025Q1: 186,350 shares; 2025Q2: 207,744 shares; 2025Q3: 176,199 shares; 2025Q4: 181,872 shares 181,872 $8.17M 0.03% +5,673 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 78,349 shares; 2025Q1: 78,387 shares; 2025Q2: 77,568 shares; 2025Q3: 126,014 shares; 2025Q4: 126,787 shares 126,787 $8.16M 0.03% +773 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,475 shares; 2024Q4: 33,416 shares; 2025Q1: 33,480 shares; 2025Q2: 34,527 shares; 2025Q3: 34,181 shares; 2025Q4: 34,567 shares 34,567 $8.16M 0.03% +386 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,650 shares; 2024Q4: 20,892 shares; 2025Q1: 208,279 shares; 2025Q2: 153,775 shares; 2025Q3: 167,280 shares; 2025Q4: 168,577 shares 168,577 $8.11M 0.03% +1,297 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,271 shares; 2024Q4: 11,599 shares; 2025Q1: 32,294 shares; 2025Q2: 39,678 shares; 2025Q3: 42,706 shares; 2025Q4: 39,567 shares 39,567 $8.11M 0.03% -3,139 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: 769,316 shares; 2024Q4: 255,644 shares; 2025Q1: 245,006 shares; 2025Q2: 231,508 shares; 2025Q3: 372,649 shares; 2025Q4: 271,015 shares 271,015 $8.1M 0.03% -101,634 Timeline WELLS FARGO & CO 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: 10,805 shares; 2024Q4: 11,243 shares; 2025Q1: 9,940 shares; 2025Q2: 10,114 shares; 2025Q3: 6,929 shares; 2025Q4: 6,671 shares 6,671 $8.09M 0.03% -258 AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,923 shares; 2025Q1: 1,865 shares; 2025Q2: 1,966 shares; 2025Q3: 1,945 shares; 2025Q4: 2,382 shares 2,382 $8.08M 0.03% +437 Timeline GAUG 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: 232,512 shares; 2024Q4: 225,429 shares; 2025Q1: 202,667 shares; 2025Q2: 182,523 shares; 2025Q3: 205,594 shares; 2025Q4: 205,754 shares 205,754 $8.08M 0.03% +160 Timeline