NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422,432 shares; 2024Q4: 1,375,717 shares; 2025Q1: 1,415,635 shares; 2025Q2: 1,499,270 shares; 2025Q3: 1,503,491 shares; 2025Q4: 1,531,952 shares 1,531,952 $286M 3.55% +28,461 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082,414 shares; 2024Q4: 995,754 shares; 2025Q1: 1,014,179 shares; 2025Q2: 1,040,774 shares; 2025Q3: 1,039,446 shares; 2025Q4: 1,043,828 shares 1,043,828 $284M 3.53% +4,382 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: 681,094 shares; 2024Q4: 685,864 shares; 2025Q1: 723,643 shares; 2025Q2: 756,419 shares; 2025Q3: 806,609 shares; 2025Q4: 783,692 shares 783,692 $181M 2.25% -22,917 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: 274,059 shares; 2024Q4: 325,635 shares; 2025Q1: 344,667 shares; 2025Q2: 352,326 shares; 2025Q3: 349,211 shares; 2025Q4: 364,798 shares 364,798 $176M 2.19% +15,587 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: 400,390 shares; 2024Q4: 397,480 shares; 2025Q1: 416,540 shares; 2025Q2: 435,848 shares; 2025Q3: 432,313 shares; 2025Q4: 441,100 shares 441,100 $138M 1.72% +8,787 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,870 shares; 2024Q4: 161,464 shares; 2025Q1: 170,009 shares; 2025Q2: 181,040 shares; 2025Q3: 175,580 shares; 2025Q4: 170,152 shares 170,152 $105M 1.3% -5,428 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: 297,729 shares; 2024Q4: 304,470 shares; 2025Q1: 307,928 shares; 2025Q2: 309,708 shares; 2025Q3: 309,136 shares; 2025Q4: 315,624 shares 315,624 $102M 1.26% +6,488 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: 174,542 shares; 2024Q4: 174,794 shares; 2025Q1: 176,178 shares; 2025Q2: 184,461 shares; 2025Q3: 183,432 shares; 2025Q4: 179,906 shares 179,906 $90.4M 1.12% -3,526 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: 134,175 shares; 2024Q4: 107,112 shares; 2025Q1: 112,067 shares; 2025Q2: 116,511 shares; 2025Q3: 121,135 shares; 2025Q4: 128,995 shares 128,995 $85.1M 1.06% +7,860 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: 144,545 shares; 2024Q4: 155,499 shares; 2025Q1: 158,506 shares; 2025Q2: 165,498 shares; 2025Q3: 163,036 shares; 2025Q4: 166,796 shares 166,796 $81.4M 1.01% +3,760 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: 173,543 shares; 2024Q4: 168,949 shares; 2025Q1: 176,034 shares; 2025Q2: 179,033 shares; 2025Q3: 178,566 shares; 2025Q4: 178,324 shares 178,324 $80.2M 1% -242 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: 326,125 shares; 2024Q4: 357,306 shares; 2025Q1: 377,996 shares; 2025Q2: 378,676 shares; 2025Q3: 389,028 shares; 2025Q4: 402,563 shares 402,563 $76.9M 0.96% +13,535 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: 91,394 shares; 2024Q4: 94,335 shares; 2025Q1: 101,762 shares; 2025Q2: 110,165 shares; 2025Q3: 113,252 shares; 2025Q4: 112,418 shares 112,418 $76.7M 0.95% -834 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: 214,258 shares; 2024Q4: 215,009 shares; 2025Q1: 213,655 shares; 2025Q2: 218,315 shares; 2025Q3: 212,387 shares; 2025Q4: 216,202 shares 216,202 $74.8M 0.93% +3,815 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: 227,689 shares; 2024Q4: 231,554 shares; 2025Q1: 235,715 shares; 2025Q2: 243,123 shares; 2025Q3: 239,721 shares; 2025Q4: 236,514 shares 236,514 $74.2M 0.92% -3,207 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: 83,468 shares; 2024Q4: 90,800 shares; 2025Q1: 92,677 shares; 2025Q2: 119,894 shares; 2025Q3: 104,718 shares; 2025Q4: 105,833 shares 105,833 $72.5M 0.9% +1,115 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: 166,643 shares; 2024Q4: 175,903 shares; 2025Q1: 181,370 shares; 2025Q2: 187,951 shares; 2025Q3: 188,796 shares; 2025Q4: 193,237 shares 193,237 $67.8M 0.84% +4,441 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: 1,680,756 shares; 2024Q4: 1,857,220 shares; 2025Q1: 1,895,124 shares; 2025Q2: 1,910,379 shares; 2025Q3: 1,926,268 shares; 2025Q4: 1,968,773 shares 1,968,773 $67.5M 0.84% +42,505 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: 128,386 shares; 2024Q4: 123,706 shares; 2025Q1: 108,363 shares; 2025Q2: 102,566 shares; 2025Q3: 103,094 shares; 2025Q4: 103,022 shares 103,022 $64.6M 0.8% -72 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: 60,811 shares; 2024Q4: 61,626 shares; 2025Q1: 62,101 shares; 2025Q2: 67,104 shares; 2025Q3: 68,666 shares; 2025Q4: 74,734 shares 74,734 $64.4M 0.8% +6,068 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: 356,512 shares; 2024Q4: 394,445 shares; 2025Q1: 400,575 shares; 2025Q2: 378,570 shares; 2025Q3: 373,886 shares; 2025Q4: 358,897 shares 358,897 $63.8M 0.79% -14,989 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: 595,011 shares; 2024Q4: 635,422 shares; 2025Q1: 637,948 shares; 2025Q2: 612,978 shares; 2025Q3: 612,892 shares; 2025Q4: 621,290 shares 621,290 $62.1M 0.77% +8,398 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: 692,072 shares; 2024Q4: 660,029 shares; 2025Q1: 668,528 shares; 2025Q2: 848,500 shares; 2025Q3: 860,827 shares; 2025Q4: 881,129 shares 881,129 $61.2M 0.76% +20,302 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: 32,968 shares; 2024Q4: 39,354 shares; 2025Q1: 44,072 shares; 2025Q2: 48,936 shares; 2025Q3: 51,636 shares; 2025Q4: 51,525 shares 51,525 $55.4M 0.69% -111 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: 93,033 shares; 2024Q4: 99,752 shares; 2025Q1: 103,710 shares; 2025Q2: 100,535 shares; 2025Q3: 96,582 shares; 2025Q4: 104,269 shares 104,269 $49.4M 0.61% +7,687 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: 344,535 shares; 2024Q4: 378,774 shares; 2025Q1: 387,571 shares; 2025Q2: 407,403 shares; 2025Q3: 431,980 shares; 2025Q4: 439,946 shares 439,946 $49M 0.61% +7,966 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: 148,883 shares; 2024Q4: 152,435 shares; 2025Q1: 154,832 shares; 2025Q2: 162,540 shares; 2025Q3: 164,233 shares; 2025Q4: 164,867 shares 164,867 $45.7M 0.57% +634 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: 329,981 shares; 2024Q4: 350,956 shares; 2025Q1: 363,477 shares; 2025Q2: 375,373 shares; 2025Q3: 387,571 shares; 2025Q4: 400,791 shares 400,791 $42.8M 0.53% +13,220 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: 870,257 shares; 2024Q4: 906,331 shares; 2025Q1: 1,001,303 shares; 2025Q2: 1,088,632 shares; 2025Q3: 849,034 shares; 2025Q4: 847,378 shares 847,378 $42.6M 0.53% -1,656 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: 101,125 shares; 2024Q4: 102,093 shares; 2025Q1: 114,759 shares; 2025Q2: 107,078 shares; 2025Q3: 109,586 shares; 2025Q4: 106,866 shares 106,866 $42.4M 0.53% -2,720 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: 80,810 shares; 2024Q4: 95,186 shares; 2025Q1: 101,016 shares; 2025Q2: 111,814 shares; 2025Q3: 113,617 shares; 2025Q4: 116,471 shares 116,471 $40.1M 0.5% +2,854 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: 70,023 shares; 2024Q4: 90,994 shares; 2025Q1: 79,351 shares; 2025Q2: 165,245 shares; 2025Q3: 166,559 shares; 2025Q4: 189,623 shares 189,623 $39.9M 0.5% +23,064 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: 139,267 shares; 2024Q4: 148,102 shares; 2025Q1: 153,525 shares; 2025Q2: 163,704 shares; 2025Q3: 171,091 shares; 2025Q4: 171,920 shares 171,920 $39.3M 0.49% +829 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: 378,899 shares; 2024Q4: 490,864 shares; 2025Q1: 561,244 shares; 2025Q2: 617,957 shares; 2025Q3: 633,184 shares; 2025Q4: 657,514 shares 657,514 $37.6M 0.47% +24,330 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: 157,070 shares; 2024Q4: 174,698 shares; 2025Q1: 189,785 shares; 2025Q2: 200,444 shares; 2025Q3: 198,795 shares; 2025Q4: 205,010 shares 205,010 $37.6M 0.47% +6,215 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: 307,844 shares; 2024Q4: 320,031 shares; 2025Q1: 362,101 shares; 2025Q2: 382,970 shares; 2025Q3: 397,531 shares; 2025Q4: 413,371 shares 413,371 $37M 0.46% +15,840 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703,736 shares; 2025Q4: 714,503 shares 714,503 $36.3M 0.45% +10,767 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: 314,328 shares; 2024Q4: 328,899 shares; 2025Q1: 356,713 shares; 2025Q2: 384,309 shares; 2025Q3: 379,363 shares; 2025Q4: 396,467 shares 396,467 $35.5M 0.44% +17,104 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: 198,044 shares; 2024Q4: 358,643 shares; 2025Q1: 361,727 shares; 2025Q2: 358,170 shares; 2025Q3: 352,058 shares; 2025Q4: 340,869 shares 340,869 $35M 0.43% -11,189 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: 234,029 shares; 2024Q4: 241,397 shares; 2025Q1: 257,573 shares; 2025Q2: 264,746 shares; 2025Q3: 275,566 shares; 2025Q4: 287,184 shares 287,184 $34.6M 0.43% +11,618 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: 431,996 shares; 2024Q4: 479,787 shares; 2025Q1: 525,985 shares; 2025Q2: 530,796 shares; 2025Q3: 528,911 shares; 2025Q4: 552,635 shares 552,635 $34.5M 0.43% +23,724 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: 299,869 shares; 2024Q4: 345,749 shares; 2025Q1: 385,334 shares; 2025Q2: 501,329 shares; 2025Q3: 638,175 shares; 2025Q4: 737,930 shares 737,930 $32.2M 0.4% +99,755 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: 155,367 shares; 2024Q4: 173,056 shares; 2025Q1: 224,895 shares; 2025Q2: 228,650 shares; 2025Q3: 243,393 shares; 2025Q4: 250,540 shares 250,540 $30.9M 0.38% +7,147 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 965,894 shares; 2025Q3: 956,217 shares; 2025Q4: 1,005,457 shares 1,005,457 $30.6M 0.38% +49,240 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: 557,582 shares; 2024Q4: 624,554 shares; 2025Q1: 655,134 shares; 2025Q2: 577,535 shares; 2025Q3: 500,251 shares; 2025Q4: 503,696 shares 503,696 $30.3M 0.38% +3,445 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: 146,062 shares; 2024Q4: 164,382 shares; 2025Q1: 164,553 shares; 2025Q2: 167,377 shares; 2025Q3: 196,976 shares; 2025Q4: 197,582 shares 197,582 $30.1M 0.37% +606 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: 34,782 shares; 2024Q4: 30,860 shares; 2025Q1: 26,405 shares; 2025Q2: 25,898 shares; 2025Q3: 28,591 shares; 2025Q4: 313,559 shares 313,559 $29.4M 0.37% +284,968 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: 20,442 shares; 2024Q4: 22,139 shares; 2025Q1: 24,995 shares; 2025Q2: 27,862 shares; 2025Q3: 29,647 shares; 2025Q4: 32,708 shares 32,708 $28.8M 0.36% +3,061 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,402 shares; 2024Q4: 1,203,254 shares; 2025Q1: 944,849 shares; 2025Q2: 896,633 shares; 2025Q3: 923,184 shares; 2025Q4: 1,000,615 shares 1,000,615 $28.6M 0.36% +77,431 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: 41,709 shares; 2024Q4: 45,518 shares; 2025Q1: 46,766 shares; 2025Q2: 49,179 shares; 2025Q3: 49,794 shares; 2025Q4: 50,439 shares 50,439 $28.6M 0.36% +645 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: 349,712 shares; 2024Q4: 382,376 shares; 2025Q1: 417,068 shares; 2025Q2: 460,965 shares; 2025Q3: 498,337 shares; 2025Q4: 612,692 shares 612,692 $28.2M 0.35% +114,355 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: 204,912 shares; 2024Q4: 251,648 shares; 2025Q1: 263,751 shares; 2025Q2: 270,863 shares; 2025Q3: 272,890 shares; 2025Q4: 274,742 shares 274,742 $28M 0.35% +1,852 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: 128,858 shares; 2024Q4: 136,084 shares; 2025Q1: 144,606 shares; 2025Q2: 146,103 shares; 2025Q3: 154,792 shares; 2025Q4: 155,920 shares 155,920 $27.7M 0.34% +1,128 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: 319,534 shares; 2024Q4: 343,663 shares; 2025Q1: 358,093 shares; 2025Q2: 374,112 shares; 2025Q3: 397,426 shares; 2025Q4: 405,927 shares 405,927 $27.3M 0.34% +8,501 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: 66,438 shares; 2024Q4: 71,716 shares; 2025Q1: 75,975 shares; 2025Q2: 78,976 shares; 2025Q3: 88,630 shares; 2025Q4: 94,775 shares 94,775 $27M 0.34% +6,145 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: 224,225 shares; 2024Q4: 211,950 shares; 2025Q1: 222,248 shares; 2025Q2: 232,469 shares; 2025Q3: 258,997 shares; 2025Q4: 256,402 shares 256,402 $27M 0.34% -2,595 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: 351,054 shares; 2024Q4: 352,064 shares; 2025Q1: 349,421 shares; 2025Q2: 361,812 shares; 2025Q3: 359,602 shares; 2025Q4: 343,824 shares 343,824 $26.5M 0.33% -15,778 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: 45,729 shares; 2024Q4: 52,918 shares; 2025Q1: 53,816 shares; 2025Q2: 57,007 shares; 2025Q3: 56,807 shares; 2025Q4: 55,265 shares 55,265 $25.9M 0.32% -1,542 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: 80,679 shares; 2024Q4: 83,511 shares; 2025Q1: 79,598 shares; 2025Q2: 70,209 shares; 2025Q3: 74,426 shares; 2025Q4: 76,734 shares 76,734 $25.7M 0.32% +2,308 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: 193,311 shares; 2024Q4: 212,282 shares; 2025Q1: 262,571 shares; 2025Q2: 497,745 shares; 2025Q3: 507,755 shares; 2025Q4: 501,731 shares 501,731 $25.7M 0.32% -6,024 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: 174,388 shares; 2024Q4: 280,447 shares; 2025Q1: 398,718 shares; 2025Q2: 265,311 shares; 2025Q3: 323,155 shares; 2025Q4: 419,077 shares 419,077 $25.5M 0.32% +95,922 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: 289,172 shares; 2024Q4: 225,489 shares; 2025Q1: 195,293 shares; 2025Q2: 220,884 shares; 2025Q3: 250,852 shares; 2025Q4: 288,894 shares 288,894 $25.2M 0.31% +38,042 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: 246,412 shares; 2024Q4: 349,513 shares; 2025Q1: 359,649 shares; 2025Q2: 365,394 shares; 2025Q3: 363,982 shares; 2025Q4: 381,272 shares 381,272 $25.2M 0.31% +17,290 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: 104,221 shares; 2024Q4: 110,408 shares; 2025Q1: 116,711 shares; 2025Q2: 117,399 shares; 2025Q3: 120,328 shares; 2025Q4: 120,190 shares 120,190 $24.9M 0.31% -138 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: 449,228 shares; 2024Q4: 410,553 shares; 2025Q1: 408,664 shares; 2025Q2: 295,969 shares; 2025Q3: 309,869 shares; 2025Q4: 311,101 shares 311,101 $24.8M 0.31% +1,232 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: 261,714 shares; 2024Q4: 361,225 shares; 2025Q1: 383,880 shares; 2025Q2: 476,018 shares; 2025Q3: 491,444 shares; 2025Q4: 483,882 shares 483,882 $24.5M 0.3% -7,562 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: 66,652 shares; 2024Q4: 77,001 shares; 2025Q1: 78,443 shares; 2025Q2: 79,985 shares; 2025Q3: 77,459 shares; 2025Q4: 82,173 shares 82,173 $24.3M 0.3% +4,714 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: 147,454 shares; 2024Q4: 141,845 shares; 2025Q1: 144,109 shares; 2025Q2: 148,318 shares; 2025Q3: 143,399 shares; 2025Q4: 141,779 shares 141,779 $24.3M 0.3% -1,620 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: 118,853 shares; 2024Q4: 138,171 shares; 2025Q1: 142,493 shares; 2025Q2: 163,152 shares; 2025Q3: 162,265 shares; 2025Q4: 167,568 shares 167,568 $24M 0.3% +5,303 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: 70,868 shares; 2024Q4: 66,026 shares; 2025Q1: 65,231 shares; 2025Q2: 64,833 shares; 2025Q3: 69,170 shares; 2025Q4: 73,260 shares 73,260 $24M 0.3% +4,090 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: 32,483 shares; 2024Q4: 45,239 shares; 2025Q1: 47,068 shares; 2025Q2: 48,664 shares; 2025Q3: 43,229 shares; 2025Q4: 41,320 shares 41,320 $23.7M 0.29% -1,909 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: 304,838 shares; 2024Q4: 312,350 shares; 2025Q1: 341,680 shares; 2025Q2: 337,132 shares; 2025Q3: 300,963 shares; 2025Q4: 272,235 shares 272,235 $23.3M 0.29% -28,728 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: 35,413 shares; 2024Q4: 38,855 shares; 2025Q1: 39,607 shares; 2025Q2: 45,541 shares; 2025Q3: 47,406 shares; 2025Q4: 47,737 shares 47,737 $23.1M 0.29% +331 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: 215,705 shares; 2024Q4: 234,728 shares; 2025Q1: 249,149 shares; 2025Q2: 270,921 shares; 2025Q3: 286,237 shares; 2025Q4: 282,804 shares 282,804 $22.7M 0.28% -3,433 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: 88,507 shares; 2024Q4: 84,085 shares; 2025Q1: 88,745 shares; 2025Q2: 90,765 shares; 2025Q3: 94,182 shares; 2025Q4: 100,868 shares 100,868 $21.6M 0.27% +6,686 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: 162,631 shares; 2024Q4: 204,777 shares; 2025Q1: 190,955 shares; 2025Q2: 124,056 shares; 2025Q3: 132,628 shares; 2025Q4: 108,164 shares 108,164 $21.5M 0.27% -24,464 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: 12,600 shares; 2024Q4: 11,922 shares; 2025Q1: 30,940 shares; 2025Q2: 36,948 shares; 2025Q3: 44,498 shares; 2025Q4: 62,574 shares 62,574 $21.5M 0.27% +18,076 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: 231,289 shares; 2024Q4: 380,025 shares; 2025Q1: 377,262 shares; 2025Q2: 286,183 shares; 2025Q3: 287,403 shares; 2025Q4: 299,946 shares 299,946 $21.4M 0.27% +12,543 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: 188,145 shares; 2024Q4: 228,199 shares; 2025Q1: 196,464 shares; 2025Q2: 178,152 shares; 2025Q3: 163,998 shares; 2025Q4: 173,715 shares 173,715 $21.1M 0.26% +9,717 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: 42,761 shares; 2024Q4: 47,658 shares; 2025Q1: 58,728 shares; 2025Q2: 69,824 shares; 2025Q3: 78,671 shares; 2025Q4: 83,370 shares 83,370 $21.1M 0.26% +4,699 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: 125,930 shares; 2024Q4: 142,541 shares; 2025Q1: 314,342 shares; 2025Q2: 375,397 shares; 2025Q3: 343,368 shares; 2025Q4: 473,869 shares 473,869 $21.1M 0.26% +130,501 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: 101,850 shares; 2024Q4: 110,581 shares; 2025Q1: 110,760 shares; 2025Q2: 134,975 shares; 2025Q3: 145,563 shares; 2025Q4: 146,140 shares 146,140 $21M 0.26% +577 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: 439,377 shares; 2024Q4: 366,723 shares; 2025Q1: 361,060 shares; 2025Q2: 379,459 shares; 2025Q3: 370,897 shares; 2025Q4: 373,151 shares 373,151 $20.5M 0.26% +2,254 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: 49,683 shares; 2024Q4: 57,839 shares; 2025Q1: 61,846 shares; 2025Q2: 59,953 shares; 2025Q3: 66,379 shares; 2025Q4: 67,123 shares 67,123 $20.5M 0.26% +744 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: 61,512 shares; 2024Q4: 59,175 shares; 2025Q1: 82,684 shares; 2025Q2: 74,845 shares; 2025Q3: 78,580 shares; 2025Q4: 96,200 shares 96,200 $20.4M 0.25% +17,620 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: 129,751 shares; 2024Q4: 131,582 shares; 2025Q1: 132,350 shares; 2025Q2: 135,531 shares; 2025Q3: 139,505 shares; 2025Q4: 147,839 shares 147,839 $20.2M 0.25% +8,334 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: 33,824 shares; 2024Q4: 34,844 shares; 2025Q1: 40,672 shares; 2025Q2: 52,614 shares; 2025Q3: 68,494 shares; 2025Q4: 68,474 shares 68,474 $19.9M 0.25% -20 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: 67,440 shares; 2024Q4: 76,405 shares; 2025Q1: 83,997 shares; 2025Q2: 87,711 shares; 2025Q3: 132,451 shares; 2025Q4: 138,390 shares 138,390 $19.5M 0.24% +5,939 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,556 shares; 2024Q4: 50,051 shares; 2025Q1: 52,094 shares; 2025Q2: 59,578 shares; 2025Q3: 61,126 shares; 2025Q4: 64,055 shares 64,055 $19.5M 0.24% +2,929 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,615 shares; 2024Q4: 93,672 shares; 2025Q1: 104,010 shares; 2025Q2: 105,200 shares; 2025Q3: 162,180 shares; 2025Q4: 169,657 shares 169,657 $19.3M 0.24% +7,477 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: 272,197 shares; 2024Q4: 299,995 shares; 2025Q1: 307,968 shares; 2025Q2: 333,039 shares; 2025Q3: 316,895 shares; 2025Q4: 376,414 shares 376,414 $18.8M 0.23% +59,519 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: 47,688 shares; 2024Q4: 51,153 shares; 2025Q1: 52,743 shares; 2025Q2: 54,404 shares; 2025Q3: 55,291 shares; 2025Q4: 55,383 shares 55,383 $18.6M 0.23% +92 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,911 shares; 2024Q4: 68,514 shares; 2025Q1: 72,249 shares; 2025Q2: 75,834 shares; 2025Q3: 75,508 shares; 2025Q4: 69,761 shares 69,761 $18.5M 0.23% -5,747 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: 193,276 shares; 2024Q4: 217,230 shares; 2025Q1: 240,725 shares; 2025Q2: 286,766 shares; 2025Q3: 321,820 shares; 2025Q4: 342,329 shares 342,329 $18.4M 0.23% +20,509 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: 85,997 shares; 2024Q4: 81,557 shares; 2025Q1: 92,381 shares; 2025Q2: 96,986 shares; 2025Q3: 88,055 shares; 2025Q4: 92,814 shares 92,814 $18.1M 0.22% +4,759 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: 634,559 shares; 2024Q4: 664,856 shares; 2025Q1: 702,985 shares; 2025Q2: 660,003 shares; 2025Q3: 681,127 shares; 2025Q4: 715,210 shares 715,210 $18M 0.22% +34,083 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: 27,698 shares; 2024Q4: 24,981 shares; 2025Q1: 26,074 shares; 2025Q2: 28,706 shares; 2025Q3: 29,547 shares; 2025Q4: 30,951 shares 30,951 $17.7M 0.22% +1,404 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: 305,140 shares; 2024Q4: 345,297 shares; 2025Q1: 310,829 shares; 2025Q2: 302,804 shares; 2025Q3: 297,270 shares; 2025Q4: 306,778 shares 306,778 $17.4M 0.22% +9,508 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: 26,152 shares; 2024Q4: 25,141 shares; 2025Q1: 24,079 shares; 2025Q2: 29,482 shares; 2025Q3: 30,360 shares; 2025Q4: 22,773 shares 22,773 $17.2M 0.21% -7,587 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: 35,361 shares; 2024Q4: 50,996 shares; 2025Q1: 60,492 shares; 2025Q2: 176,106 shares; 2025Q3: 173,190 shares; 2025Q4: 186,186 shares 186,186 $17M 0.21% +12,996 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: 148,104 shares; 2024Q4: 151,396 shares; 2025Q1: 163,008 shares; 2025Q2: 169,335 shares; 2025Q3: 210,462 shares; 2025Q4: 209,594 shares 209,594 $17M 0.21% -868 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: 112,683 shares; 2024Q4: 190,043 shares; 2025Q1: 203,497 shares; 2025Q2: 459,776 shares; 2025Q3: 471,323 shares; 2025Q4: 479,872 shares 479,872 $17M 0.21% +8,549 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: 366,180 shares; 2024Q4: 385,665 shares; 2025Q1: 408,341 shares; 2025Q2: 449,890 shares; 2025Q3: 453,239 shares; 2025Q4: 433,476 shares 433,476 $16.9M 0.21% -19,763 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,752 shares; 2024Q4: 148,992 shares; 2025Q1: 153,687 shares; 2025Q2: 168,732 shares; 2025Q3: 174,655 shares; 2025Q4: 181,839 shares 181,839 $16.7M 0.21% +7,184 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: 345,892 shares; 2024Q4: 338,763 shares; 2025Q1: 344,757 shares; 2025Q2: 371,926 shares; 2025Q3: 379,115 shares; 2025Q4: 361,535 shares 361,535 $16.7M 0.21% -17,580 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: 43,336 shares; 2024Q4: 49,849 shares; 2025Q1: 54,069 shares; 2025Q2: 65,563 shares; 2025Q3: 65,696 shares; 2025Q4: 64,584 shares 64,584 $16.7M 0.21% -1,112 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: 20,267 shares; 2024Q4: 78,299 shares; 2025Q1: 79,523 shares; 2025Q2: 79,661 shares; 2025Q3: 81,147 shares; 2025Q4: 89,778 shares 89,778 $16.5M 0.21% +8,631 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: 91,171 shares; 2024Q4: 97,804 shares; 2025Q1: 108,937 shares; 2025Q2: 117,239 shares; 2025Q3: 119,545 shares; 2025Q4: 123,493 shares 123,493 $16.4M 0.2% +3,948 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: 35,659 shares; 2024Q4: 40,119 shares; 2025Q1: 46,469 shares; 2025Q2: 49,523 shares; 2025Q3: 50,952 shares; 2025Q4: 51,426 shares 51,426 $16.4M 0.2% +474 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: 63,084 shares; 2024Q4: 64,925 shares; 2025Q1: 66,337 shares; 2025Q2: 70,531 shares; 2025Q3: 72,079 shares; 2025Q4: 74,429 shares 74,429 $16.4M 0.2% +2,350 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: 214,485 shares; 2024Q4: 231,601 shares; 2025Q1: 257,389 shares; 2025Q2: 243,476 shares; 2025Q3: 186,603 shares; 2025Q4: 155,865 shares 155,865 $16.1M 0.2% -30,738 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: 42,757 shares; 2024Q4: 40,671 shares; 2025Q1: 43,284 shares; 2025Q2: 41,533 shares; 2025Q3: 43,184 shares; 2025Q4: 43,529 shares 43,529 $16.1M 0.2% +345 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: 183,530 shares; 2024Q4: 193,140 shares; 2025Q1: 195,441 shares; 2025Q2: 197,632 shares; 2025Q3: 220,146 shares; 2025Q4: 222,254 shares 222,254 $15.9M 0.2% +2,108 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: 100,510 shares; 2024Q4: 123,332 shares; 2025Q1: 132,097 shares; 2025Q2: 131,092 shares; 2025Q3: 133,231 shares; 2025Q4: 138,105 shares 138,105 $15.7M 0.2% +4,874 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: 17,208 shares; 2024Q4: 25,301 shares; 2025Q1: 113,505 shares; 2025Q2: 721,868 shares; 2025Q3: 573,309 shares; 2025Q4: 552,791 shares 552,791 $15.6M 0.19% -20,518 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: 74,413 shares; 2025Q1: 179,451 shares; 2025Q2: 241,380 shares; 2025Q3: 321,184 shares; 2025Q4: 378,698 shares 378,698 $15.5M 0.19% +57,514 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 145,766 shares; 2025Q1: 185,014 shares; 2025Q2: 252,157 shares; 2025Q3: 273,023 shares; 2025Q4: 285,316 shares 285,316 $15.4M 0.19% +12,293 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: 6,834 shares; 2024Q4: 7,982 shares; 2025Q1: 11,247 shares; 2025Q2: 15,291 shares; 2025Q3: 15,954 shares; 2025Q4: 17,325 shares 17,325 $15.2M 0.19% +1,371 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: 89,343 shares; 2024Q4: 96,050 shares; 2025Q1: 99,616 shares; 2025Q2: 106,708 shares; 2025Q3: 107,788 shares; 2025Q4: 116,938 shares 116,938 $15.1M 0.19% +9,150 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: 189,197 shares; 2024Q4: 172,504 shares; 2025Q1: 160,316 shares; 2025Q2: 156,454 shares; 2025Q3: 160,334 shares; 2025Q4: 214,989 shares 214,989 $14.9M 0.19% +54,655 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,089 shares; 2024Q4: 221,572 shares; 2025Q1: 304,897 shares; 2025Q2: 344,503 shares; 2025Q3: 526,551 shares; 2025Q4: 571,804 shares 571,804 $14.9M 0.18% +45,253 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: 18,820 shares; 2024Q4: 164,634 shares; 2025Q1: 191,187 shares; 2025Q2: 200,365 shares; 2025Q3: 106,711 shares; 2025Q4: 148,046 shares 148,046 $14.9M 0.18% +41,335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429,998 shares; 2025Q4: 556,321 shares 556,321 $14.8M 0.18% +126,323 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: 173,421 shares; 2024Q4: 195,825 shares; 2025Q1: 187,574 shares; 2025Q2: 188,569 shares; 2025Q3: 190,018 shares; 2025Q4: 210,412 shares 210,412 $14.7M 0.18% +20,394 Timeline FIW 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: 61,518 shares; 2024Q4: 66,723 shares; 2025Q1: 70,016 shares; 2025Q2: 92,285 shares; 2025Q3: 128,112 shares; 2025Q4: 134,599 shares 134,599 $14.6M 0.18% +6,487 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: 161,404 shares; 2024Q4: 174,718 shares; 2025Q1: 178,264 shares; 2025Q2: 252,582 shares; 2025Q3: 373,123 shares; 2025Q4: 385,236 shares 385,236 $14.6M 0.18% +12,113 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: 38,567 shares; 2024Q4: 40,881 shares; 2025Q1: 63,766 shares; 2025Q2: 76,488 shares; 2025Q3: 80,022 shares; 2025Q4: 81,632 shares 81,632 $14.5M 0.18% +1,610 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: 96,354 shares; 2024Q4: 90,172 shares; 2025Q1: 100,715 shares; 2025Q2: 124,121 shares; 2025Q3: 103,290 shares; 2025Q4: 114,654 shares 114,654 $14.4M 0.18% +11,364 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: 26,463 shares; 2024Q4: 26,789 shares; 2025Q1: 27,641 shares; 2025Q2: 29,342 shares; 2025Q3: 29,663 shares; 2025Q4: 29,703 shares 29,703 $14.3M 0.18% +40 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: 308,905 shares; 2024Q4: 336,043 shares; 2025Q1: 343,335 shares; 2025Q2: 330,613 shares; 2025Q3: 323,166 shares; 2025Q4: 343,412 shares 343,412 $14M 0.17% +20,246 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: 96,380 shares; 2025Q1: 96,691 shares; 2025Q2: 104,450 shares; 2025Q3: 106,159 shares; 2025Q4: 105,033 shares 105,033 $13.8M 0.17% -1,126 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: 54,185 shares; 2024Q4: 76,762 shares; 2025Q1: 81,783 shares; 2025Q2: 81,640 shares; 2025Q3: 82,157 shares; 2025Q4: 91,309 shares 91,309 $13.6M 0.17% +9,152 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: not reported; 2024Q4: not reported; 2025Q1: 197,135 shares; 2025Q2: 231,062 shares; 2025Q3: 277,723 shares; 2025Q4: 269,250 shares 269,250 $13.4M 0.17% -8,473 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,341 shares; 2025Q1: 2,452 shares; 2025Q2: 2,462 shares; 2025Q3: 2,466 shares; 2025Q4: 2,497 shares 2,497 $13.4M 0.17% +31 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: 29,084 shares; 2024Q4: 29,544 shares; 2025Q1: 35,027 shares; 2025Q2: 39,168 shares; 2025Q3: 40,549 shares; 2025Q4: 42,043 shares 42,043 $13.2M 0.16% +1,494 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: 57,297 shares; 2024Q4: 60,257 shares; 2025Q1: 55,487 shares; 2025Q2: 52,530 shares; 2025Q3: 51,885 shares; 2025Q4: 53,499 shares 53,499 $13.2M 0.16% +1,614 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,269 shares; 2024Q4: 22,215 shares; 2025Q1: 22,184 shares; 2025Q2: 23,134 shares; 2025Q3: 24,015 shares; 2025Q4: 25,048 shares 25,048 $13.1M 0.16% +1,033 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: 134,813 shares; 2024Q4: 126,188 shares; 2025Q1: 179,929 shares; 2025Q2: 184,445 shares; 2025Q3: 191,063 shares; 2025Q4: 158,390 shares 158,390 $12.9M 0.16% -32,673 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: 32,928 shares; 2024Q4: 33,992 shares; 2025Q1: 28,462 shares; 2025Q2: 164,257 shares; 2025Q3: 180,654 shares; 2025Q4: 171,531 shares 171,531 $12.9M 0.16% -9,123 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: 59,671 shares; 2024Q4: 55,113 shares; 2025Q1: 53,865 shares; 2025Q2: 57,803 shares; 2025Q3: 57,108 shares; 2025Q4: 58,397 shares 58,397 $12.7M 0.16% +1,289 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: 7,859 shares; 2024Q4: 9,487 shares; 2025Q1: 11,019 shares; 2025Q2: 12,429 shares; 2025Q3: 12,051 shares; 2025Q4: 11,753 shares 11,753 $12.6M 0.16% -298 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: 155,002 shares; 2024Q4: 151,827 shares; 2025Q1: 138,325 shares; 2025Q2: 134,952 shares; 2025Q3: 145,254 shares; 2025Q4: 158,599 shares 158,599 $12.5M 0.16% +13,345 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: 78,942 shares; 2024Q4: 98,699 shares; 2025Q1: 116,946 shares; 2025Q2: 130,725 shares; 2025Q3: 131,200 shares; 2025Q4: 133,835 shares 133,835 $12.5M 0.16% +2,635 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,691 shares; 2024Q4: 32,250 shares; 2025Q1: 29,390 shares; 2025Q2: 34,053 shares; 2025Q3: 37,203 shares; 2025Q4: 40,428 shares 40,428 $12.5M 0.15% +3,225 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: 35,575 shares; 2024Q4: 35,562 shares; 2025Q1: 36,576 shares; 2025Q2: 30,534 shares; 2025Q3: 29,784 shares; 2025Q4: 86,151 shares 86,151 $12.4M 0.15% +56,367 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: 84,570 shares; 2024Q4: 150,847 shares; 2025Q1: 179,938 shares; 2025Q2: 211,671 shares; 2025Q3: 203,664 shares; 2025Q4: 213,117 shares 213,117 $12.4M 0.15% +9,453 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: 45,371 shares; 2024Q4: 47,594 shares; 2025Q1: 43,124 shares; 2025Q2: 104,756 shares; 2025Q3: 113,569 shares; 2025Q4: 115,172 shares 115,172 $12.3M 0.15% +1,603 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: 9,189 shares; 2025Q1: 9,720 shares; 2025Q2: 10,756 shares; 2025Q3: 10,056 shares; 2025Q4: 11,481 shares 11,481 $12.3M 0.15% +1,425 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: 98,748 shares; 2024Q4: 106,096 shares; 2025Q1: 110,893 shares; 2025Q2: 105,329 shares; 2025Q3: 97,207 shares; 2025Q4: 101,204 shares 101,204 $12.2M 0.15% +3,997 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,183 shares; 2024Q4: 73,970 shares; 2025Q1: 75,453 shares; 2025Q2: 75,874 shares; 2025Q3: 73,184 shares; 2025Q4: 74,531 shares 74,531 $12.1M 0.15% +1,347 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,139 shares; 2024Q4: 43,558 shares; 2025Q1: 44,663 shares; 2025Q2: 47,385 shares; 2025Q3: 46,058 shares; 2025Q4: 43,485 shares 43,485 $11.8M 0.15% -2,573 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,097 shares; 2024Q4: 20,156 shares; 2025Q1: 26,683 shares; 2025Q2: 358,150 shares; 2025Q3: 393,017 shares; 2025Q4: 430,423 shares 430,423 $11.8M 0.15% +37,406 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: 43,341 shares; 2024Q4: 42,754 shares; 2025Q1: 43,002 shares; 2025Q2: 44,485 shares; 2025Q3: 44,878 shares; 2025Q4: 43,665 shares 43,665 $11.7M 0.15% -1,213 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: 48,493 shares; 2024Q4: 52,602 shares; 2025Q1: 49,127 shares; 2025Q2: 51,242 shares; 2025Q3: 50,763 shares; 2025Q4: 50,221 shares 50,221 $11.6M 0.14% -542 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: 410,378 shares; 2024Q4: 323,605 shares; 2025Q1: 300,178 shares; 2025Q2: 287,565 shares; 2025Q3: 288,607 shares; 2025Q4: 302,001 shares 302,001 $11.6M 0.14% +13,394 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: 602,312 shares; 2024Q4: 611,867 shares; 2025Q1: 581,594 shares; 2025Q2: 603,821 shares; 2025Q3: 615,320 shares; 2025Q4: 626,213 shares 626,213 $11.4M 0.14% +10,893 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: 74,294 shares; 2024Q4: 75,056 shares; 2025Q1: 75,123 shares; 2025Q2: 79,445 shares; 2025Q3: 79,578 shares; 2025Q4: 79,540 shares 79,540 $11.2M 0.14% -38 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,545 shares; 2024Q4: 34,958 shares; 2025Q1: 35,885 shares; 2025Q2: 36,323 shares; 2025Q3: 38,248 shares; 2025Q4: 38,114 shares 38,114 $11.2M 0.14% -134 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: 396,178 shares; 2024Q4: 416,654 shares; 2025Q1: 488,515 shares; 2025Q2: 542,920 shares; 2025Q3: 561,737 shares; 2025Q4: 566,822 shares 566,822 $11.1M 0.14% +5,085 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: 128,689 shares; 2024Q4: 142,147 shares; 2025Q1: 146,268 shares; 2025Q2: 177,137 shares; 2025Q3: 203,583 shares; 2025Q4: 219,607 shares 219,607 $11M 0.14% +16,024 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: 53,226 shares; 2024Q4: 68,367 shares; 2025Q1: 68,121 shares; 2025Q2: 66,989 shares; 2025Q3: 60,850 shares; 2025Q4: 65,209 shares 65,209 $11M 0.14% +4,359 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,766 shares; 2024Q4: 5,648 shares; 2025Q1: 7,515 shares; 2025Q2: 8,422 shares; 2025Q3: 10,312 shares; 2025Q4: 16,681 shares 16,681 $10.9M 0.14% +6,369 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: 97,339 shares; 2024Q4: 103,281 shares; 2025Q1: 108,588 shares; 2025Q2: 112,558 shares; 2025Q3: 109,300 shares; 2025Q4: 113,218 shares 113,218 $10.9M 0.14% +3,918 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: 101,505 shares; 2024Q4: 107,225 shares; 2025Q1: 108,942 shares; 2025Q2: 111,406 shares; 2025Q3: 132,545 shares; 2025Q4: 146,705 shares 146,705 $10.8M 0.13% +14,160 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: 30,504 shares; 2024Q4: 32,091 shares; 2025Q1: 33,901 shares; 2025Q2: 33,407 shares; 2025Q3: 33,508 shares; 2025Q4: 34,352 shares 34,352 $10.7M 0.13% +844 Timeline SCHP 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: 143,976 shares; 2024Q4: 372,617 shares; 2025Q1: 377,613 shares; 2025Q2: 396,279 shares; 2025Q3: 392,736 shares; 2025Q4: 403,937 shares 403,937 $10.7M 0.13% +11,201 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,160 shares; 2024Q4: 296,517 shares; 2025Q1: 283,722 shares; 2025Q2: 274,342 shares; 2025Q3: 263,385 shares; 2025Q4: 254,336 shares 254,336 $10.5M 0.13% -9,049 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: 73,959 shares; 2024Q4: 76,937 shares; 2025Q1: 116,501 shares; 2025Q2: 124,713 shares; 2025Q3: 178,413 shares; 2025Q4: 197,383 shares 197,383 $10.4M 0.13% +18,970 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: 23,951 shares; 2024Q4: 37,343 shares; 2025Q1: 35,222 shares; 2025Q2: 29,844 shares; 2025Q3: 27,442 shares; 2025Q4: 25,231 shares 25,231 $10.4M 0.13% -2,211 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: 105,322 shares; 2024Q4: 108,810 shares; 2025Q1: 123,001 shares; 2025Q2: 164,220 shares; 2025Q3: 165,710 shares; 2025Q4: 173,636 shares 173,636 $10.4M 0.13% +7,926 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: 201,023 shares; 2024Q4: 196,901 shares; 2025Q1: 201,398 shares; 2025Q2: 196,895 shares; 2025Q3: 201,922 shares; 2025Q4: 204,903 shares 204,903 $10.4M 0.13% +2,981 Timeline AGGY 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: 91,363 shares; 2024Q4: 124,481 shares; 2025Q1: 140,168 shares; 2025Q2: 168,606 shares; 2025Q3: 203,858 shares; 2025Q4: 234,556 shares 234,556 $10.3M 0.13% +30,698 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,364 shares; 2024Q4: 147,933 shares; 2025Q1: 180,181 shares; 2025Q2: 215,193 shares; 2025Q3: 223,096 shares; 2025Q4: 226,386 shares 226,386 $10.3M 0.13% +3,290 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: 37,506 shares; 2024Q4: 43,442 shares; 2025Q1: 47,695 shares; 2025Q2: 46,952 shares; 2025Q3: 47,365 shares; 2025Q4: 48,354 shares 48,354 $10.2M 0.13% +989 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: 55,536 shares; 2024Q4: 58,419 shares; 2025Q1: 62,042 shares; 2025Q2: 64,129 shares; 2025Q3: 62,798 shares; 2025Q4: 65,765 shares 65,765 $10.1M 0.13% +2,967 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,624 shares; 2025Q1: 207,920 shares; 2025Q2: 320,876 shares; 2025Q3: 387,809 shares; 2025Q4: 408,153 shares 408,153 $10.1M 0.13% +20,344 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: 55,992 shares; 2024Q4: 57,519 shares; 2025Q1: 63,786 shares; 2025Q2: 64,064 shares; 2025Q3: 60,559 shares; 2025Q4: 58,152 shares 58,152 $10.1M 0.13% -2,407 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: 209,183 shares; 2024Q4: 593,444 shares; 2025Q1: 586,698 shares; 2025Q2: 534,302 shares; 2025Q3: 400,266 shares; 2025Q4: 363,040 shares 363,040 $9.96M 0.12% -37,226 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,755 shares; 2025Q1: 2,730 shares; 2025Q2: 2,650 shares; 2025Q3: 2,929 shares; 2025Q4: 2,913 shares 2,913 $9.88M 0.12% -16 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,854 shares; 2024Q4: 141,439 shares; 2025Q1: 158,688 shares; 2025Q2: 156,661 shares; 2025Q3: 152,797 shares; 2025Q4: 147,003 shares 147,003 $9.77M 0.12% -5,794 Timeline PSFF 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: 53,834 shares; 2024Q4: 48,805 shares; 2025Q1: 50,391 shares; 2025Q2: 55,866 shares; 2025Q3: 250,619 shares; 2025Q4: 300,320 shares 300,320 $9.71M 0.12% +49,701 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: 40,746 shares; 2024Q4: 41,543 shares; 2025Q1: 43,778 shares; 2025Q2: 48,587 shares; 2025Q3: 48,056 shares; 2025Q4: 50,553 shares 50,553 $9.68M 0.12% +2,497 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 14,420 shares; 2025Q1: 15,227 shares; 2025Q2: 15,933 shares; 2025Q3: 15,565 shares; 2025Q4: 17,027 shares 17,027 $9.67M 0.12% +1,462 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,149 shares; 2024Q4: 18,103 shares; 2025Q1: 19,320 shares; 2025Q2: 21,643 shares; 2025Q3: 21,869 shares; 2025Q4: 22,598 shares 22,598 $9.64M 0.12% +729 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: 200,366 shares; 2024Q4: 175,653 shares; 2025Q1: 166,975 shares; 2025Q2: 163,980 shares; 2025Q3: 173,562 shares; 2025Q4: 166,309 shares 166,309 $9.59M 0.12% -7,253 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,296 shares; 2024Q4: 126,684 shares; 2025Q1: 134,685 shares; 2025Q2: 255,599 shares; 2025Q3: 214,228 shares; 2025Q4: 215,182 shares 215,182 $9.58M 0.12% +954 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES 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: 211,402 shares; 2025Q2: 471,041 shares; 2025Q3: 1,197,380 shares; 2025Q4: 1,636,618 shares 1,636,618 $9.54M 0.12% +439,238 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: 40,555 shares; 2024Q4: 43,870 shares; 2025Q1: 43,177 shares; 2025Q2: 40,236 shares; 2025Q3: 35,281 shares; 2025Q4: 31,617 shares 31,617 $9.52M 0.12% -3,664 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,963 shares; 2024Q4: 53,641 shares; 2025Q1: 74,605 shares; 2025Q2: 88,533 shares; 2025Q3: 80,446 shares; 2025Q4: 79,769 shares 79,769 $9.52M 0.12% -677 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,125 shares; 2024Q4: 284,843 shares; 2025Q1: 296,034 shares; 2025Q2: 313,300 shares; 2025Q3: 362,490 shares; 2025Q4: 377,979 shares 377,979 $9.4M 0.12% +15,489 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: 17,858 shares; 2024Q4: 19,064 shares; 2025Q1: 19,476 shares; 2025Q2: 21,264 shares; 2025Q3: 22,398 shares; 2025Q4: 26,576 shares 26,576 $9.34M 0.12% +4,178 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: 31,115 shares; 2024Q4: 31,373 shares; 2025Q1: 33,114 shares; 2025Q2: 33,922 shares; 2025Q3: 34,569 shares; 2025Q4: 34,652 shares 34,652 $9.33M 0.12% +83 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,225 shares; 2024Q4: 73,369 shares; 2025Q1: 73,512 shares; 2025Q2: 73,527 shares; 2025Q3: 70,754 shares; 2025Q4: 77,439 shares 77,439 $9.27M 0.12% +6,685 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: 347,121 shares; 2024Q4: 383,516 shares; 2025Q1: 363,766 shares; 2025Q2: 361,704 shares; 2025Q3: 360,316 shares; 2025Q4: 371,851 shares 371,851 $9.24M 0.11% +11,535 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: 34,500 shares; 2024Q4: 32,394 shares; 2025Q1: 32,230 shares; 2025Q2: 31,195 shares; 2025Q3: 35,059 shares; 2025Q4: 27,859 shares 27,859 $9.2M 0.11% -7,200 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,340 shares; 2024Q4: 137,454 shares; 2025Q1: 135,695 shares; 2025Q2: 136,723 shares; 2025Q3: 137,379 shares; 2025Q4: 140,652 shares 140,652 $9.14M 0.11% +3,273 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,548 shares; 2024Q4: 209,467 shares; 2025Q1: 233,047 shares; 2025Q2: 222,468 shares; 2025Q3: 222,850 shares; 2025Q4: 269,948 shares 269,948 $9.14M 0.11% +47,098 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: 8,957 shares; 2024Q4: 45,100 shares; 2025Q1: 46,762 shares; 2025Q2: 22,721 shares; 2025Q3: 27,133 shares; 2025Q4: 36,153 shares 36,153 $9.05M 0.11% +9,020 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: 30,225 shares; 2024Q4: 33,049 shares; 2025Q1: 34,042 shares; 2025Q2: 35,936 shares; 2025Q3: 36,473 shares; 2025Q4: 37,514 shares 37,514 $9.05M 0.11% +1,041 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: 34,008 shares; 2024Q4: 39,232 shares; 2025Q1: 42,026 shares; 2025Q2: 43,891 shares; 2025Q3: 46,307 shares; 2025Q4: 46,199 shares 46,199 $9.01M 0.11% -108 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: 9,499 shares; 2024Q4: 9,590 shares; 2025Q1: 23,086 shares; 2025Q2: 30,326 shares; 2025Q3: 30,965 shares; 2025Q4: 32,070 shares 32,070 $8.95M 0.11% +1,105 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,892 shares; 2024Q4: 159,261 shares; 2025Q1: 166,259 shares; 2025Q2: 169,747 shares; 2025Q3: 169,941 shares; 2025Q4: 174,572 shares 174,572 $8.93M 0.11% +4,631 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: 10,796 shares; 2024Q4: 11,914 shares; 2025Q1: 12,657 shares; 2025Q2: 14,490 shares; 2025Q3: 14,591 shares; 2025Q4: 15,339 shares 15,339 $8.89M 0.11% +748 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: 162,923 shares; 2024Q4: 167,012 shares; 2025Q1: 170,104 shares; 2025Q2: 172,158 shares; 2025Q3: 180,632 shares; 2025Q4: 163,797 shares 163,797 $8.84M 0.11% -16,835 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: 100,378 shares; 2024Q4: 99,223 shares; 2025Q1: 72,347 shares; 2025Q2: 87,099 shares; 2025Q3: 98,456 shares; 2025Q4: 113,193 shares 113,193 $8.82M 0.11% +14,737 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: 42,234 shares; 2025Q1: 60,521 shares; 2025Q2: 58,813 shares; 2025Q3: 66,721 shares; 2025Q4: 74,549 shares 74,549 $8.65M 0.11% +7,828 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,973 shares; 2024Q4: 59,525 shares; 2025Q1: 38,168 shares; 2025Q2: 77,151 shares; 2025Q3: 89,999 shares; 2025Q4: 96,111 shares 96,111 $8.65M 0.11% +6,112 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814,890 shares; 2024Q4: 912,751 shares; 2025Q1: 940,806 shares; 2025Q2: 955,808 shares; 2025Q3: 1,004,870 shares; 2025Q4: 1,089,876 shares 1,089,876 $8.61M 0.11% +85,006 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: 69,855 shares; 2024Q4: 81,303 shares; 2025Q1: 79,319 shares; 2025Q2: 77,186 shares; 2025Q3: 77,757 shares; 2025Q4: 75,363 shares 75,363 $8.57M 0.11% -2,394 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,636 shares; 2024Q4: 36,667 shares; 2025Q1: 119,616 shares; 2025Q2: 380,773 shares; 2025Q3: 421,967 shares; 2025Q4: 433,467 shares 433,467 $8.56M 0.11% +11,500 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: 64,173 shares; 2024Q4: 69,912 shares; 2025Q1: 71,418 shares; 2025Q2: 73,765 shares; 2025Q3: 73,469 shares; 2025Q4: 72,876 shares 72,876 $8.54M 0.11% -593 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: 116,982 shares; 2024Q4: 116,908 shares; 2025Q1: 107,881 shares; 2025Q2: 95,649 shares; 2025Q3: 93,271 shares; 2025Q4: 101,761 shares 101,761 $8.52M 0.11% +8,490 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: 18,940 shares; 2024Q4: 22,339 shares; 2025Q1: 22,538 shares; 2025Q2: 24,136 shares; 2025Q3: 21,296 shares; 2025Q4: 23,622 shares 23,622 $8.51M 0.11% +2,326 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: 83,910 shares; 2024Q4: 76,086 shares; 2025Q1: 56,503 shares; 2025Q2: 60,642 shares; 2025Q3: 57,463 shares; 2025Q4: 59,168 shares 59,168 $8.49M 0.11% +1,705 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328,566 shares 328,566 $8.39M 0.1% new 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: 31,813 shares; 2024Q4: 85,723 shares; 2025Q1: 101,902 shares; 2025Q2: 104,980 shares; 2025Q3: 108,943 shares; 2025Q4: 116,142 shares 116,142 $8.39M 0.1% +7,199 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: 63,329 shares; 2024Q4: 70,430 shares; 2025Q1: 78,481 shares; 2025Q2: 83,109 shares; 2025Q3: 92,813 shares; 2025Q4: 92,254 shares 92,254 $8.26M 0.1% -559 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: 288,194 shares; 2024Q4: 296,263 shares; 2025Q1: 299,796 shares; 2025Q2: 303,587 shares; 2025Q3: 360,578 shares; 2025Q4: 331,741 shares 331,741 $8.26M 0.1% -28,837 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: 8,686 shares; 2024Q4: 6,850 shares; 2025Q1: 5,677 shares; 2025Q2: 6,909 shares; 2025Q3: 7,064 shares; 2025Q4: 6,787 shares 6,787 $8.25M 0.1% -277 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: 47,926 shares; 2024Q4: 62,140 shares; 2025Q1: 71,919 shares; 2025Q2: 76,393 shares; 2025Q3: 77,538 shares; 2025Q4: 71,472 shares 71,472 $8.18M 0.1% -6,066 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: not reported; 2024Q4: not reported; 2025Q1: 67,114 shares; 2025Q2: 125,376 shares; 2025Q3: 150,429 shares; 2025Q4: 158,973 shares 158,973 $8.13M 0.1% +8,544 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: 57,837 shares; 2024Q4: 68,162 shares; 2025Q1: 68,686 shares; 2025Q2: 71,383 shares; 2025Q3: 72,236 shares; 2025Q4: 73,728 shares 73,728 $8.12M 0.1% +1,492 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: 57,599 shares; 2024Q4: 118,649 shares; 2025Q1: 115,377 shares; 2025Q2: 100,589 shares; 2025Q3: 81,375 shares; 2025Q4: 63,545 shares 63,545 $8.05M 0.1% -17,830 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: 4,551 shares; 2024Q4: 7,409 shares; 2025Q1: 6,459 shares; 2025Q2: 6,458 shares; 2025Q3: 9,937 shares; 2025Q4: 12,131 shares 12,131 $8.04M 0.1% +2,194 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: 133,183 shares; 2024Q4: 142,377 shares; 2025Q1: 147,732 shares; 2025Q2: 146,886 shares; 2025Q3: 139,997 shares; 2025Q4: 144,953 shares 144,953 $7.94M 0.1% +4,956 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: 23,904 shares; 2024Q4: 76,047 shares; 2025Q1: 84,404 shares; 2025Q2: 86,634 shares; 2025Q3: 96,121 shares; 2025Q4: 103,592 shares 103,592 $7.9M 0.1% +7,471 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: 47,257 shares; 2024Q4: 44,558 shares; 2025Q1: 51,694 shares; 2025Q2: 55,200 shares; 2025Q3: 49,476 shares; 2025Q4: 48,723 shares 48,723 $7.84M 0.1% -753 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: 83,915 shares; 2024Q4: 85,589 shares; 2025Q1: 86,554 shares; 2025Q2: 82,584 shares; 2025Q3: 83,840 shares; 2025Q4: 92,745 shares 92,745 $7.81M 0.1% +8,905 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: 42,143 shares; 2024Q4: 108,870 shares; 2025Q1: 125,246 shares; 2025Q2: 141,347 shares; 2025Q3: 144,464 shares; 2025Q4: 138,193 shares 138,193 $7.79M 0.1% -6,271 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: 188,461 shares; 2024Q4: 172,920 shares; 2025Q1: 118,521 shares; 2025Q2: 88,362 shares; 2025Q3: 86,207 shares; 2025Q4: 83,964 shares 83,964 $7.77M 0.1% -2,243 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: 57,286 shares; 2024Q4: 59,814 shares; 2025Q1: 65,862 shares; 2025Q2: 94,186 shares; 2025Q3: 119,992 shares; 2025Q4: 168,912 shares 168,912 $7.7M 0.1% +48,920 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: 74,092 shares; 2024Q4: 75,647 shares; 2025Q1: 76,645 shares; 2025Q2: 77,871 shares; 2025Q3: 78,451 shares; 2025Q4: 79,779 shares 79,779 $7.68M 0.1% +1,328 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: 27,386 shares; 2024Q4: 29,378 shares; 2025Q1: 29,009 shares; 2025Q2: 28,529 shares; 2025Q3: 28,630 shares; 2025Q4: 29,762 shares 29,762 $7.66M 0.1% +1,132 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,713 shares; 2024Q4: 28,222 shares; 2025Q1: 29,221 shares; 2025Q2: 32,047 shares; 2025Q3: 159,805 shares; 2025Q4: 168,458 shares 168,458 $7.62M 0.09% +8,653 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,904 shares; 2024Q4: 210,470 shares; 2025Q1: 227,196 shares; 2025Q2: 236,003 shares; 2025Q3: 240,764 shares; 2025Q4: 202,655 shares 202,655 $7.5M 0.09% -38,109 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: 3,637 shares; 2024Q4: 4,150 shares; 2025Q1: 6,052 shares; 2025Q2: 6,510 shares; 2025Q3: 15,700 shares; 2025Q4: 21,092 shares 21,092 $7.45M 0.09% +5,392 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: 52,817 shares; 2024Q4: 59,525 shares; 2025Q1: 59,180 shares; 2025Q2: 73,656 shares; 2025Q3: 72,435 shares; 2025Q4: 84,718 shares 84,718 $7.42M 0.09% +12,283 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,633 shares; 2024Q4: 109,588 shares; 2025Q1: 116,035 shares; 2025Q2: 130,342 shares; 2025Q3: 137,314 shares; 2025Q4: 131,654 shares 131,654 $7.41M 0.09% -5,660 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,519 shares; 2024Q4: 9,692 shares; 2025Q1: 10,750 shares; 2025Q2: 10,552 shares; 2025Q3: 16,756 shares; 2025Q4: 21,843 shares 21,843 $7.38M 0.09% +5,087 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: 131,378 shares; 2024Q4: 210,964 shares; 2025Q1: 231,298 shares; 2025Q2: 143,087 shares; 2025Q3: 147,276 shares; 2025Q4: 71,284 shares 71,284 $7.3M 0.09% -75,992 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: 14,615 shares; 2024Q4: 30,742 shares; 2025Q1: 34,044 shares; 2025Q2: 39,629 shares; 2025Q3: 63,583 shares; 2025Q4: 73,738 shares 73,738 $7.25M 0.09% +10,155 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: 35,091 shares; 2024Q4: 50,322 shares; 2025Q1: 56,750 shares; 2025Q2: 60,139 shares; 2025Q3: 60,224 shares; 2025Q4: 56,754 shares 56,754 $7.25M 0.09% -3,470 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,059 shares; 2025Q3: 176,282 shares; 2025Q4: 187,118 shares 187,118 $7.22M 0.09% +10,836 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,442 shares; 2024Q4: 43,782 shares; 2025Q1: 42,435 shares; 2025Q2: 48,437 shares; 2025Q3: 49,459 shares; 2025Q4: 44,958 shares 44,958 $7.21M 0.09% -4,501 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,203 shares; 2024Q4: 25,923 shares; 2025Q1: 28,880 shares; 2025Q2: 33,069 shares; 2025Q3: 33,079 shares; 2025Q4: 38,845 shares 38,845 $7.21M 0.09% +5,766 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: 21,679 shares; 2024Q4: 22,171 shares; 2025Q1: 22,826 shares; 2025Q2: 20,811 shares; 2025Q3: 21,313 shares; 2025Q4: 21,915 shares 21,915 $7.08M 0.09% +602 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,831 shares; 2024Q4: 97,086 shares; 2025Q1: 99,700 shares; 2025Q2: 99,612 shares; 2025Q3: 203,149 shares; 2025Q4: 193,626 shares 193,626 $7.08M 0.09% -9,523 Timeline EDIV 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: 68,222 shares; 2024Q4: 105,196 shares; 2025Q1: 131,374 shares; 2025Q2: 146,895 shares; 2025Q3: 168,817 shares; 2025Q4: 178,104 shares 178,104 $6.97M 0.09% +9,287 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: 55,436 shares; 2024Q4: 62,752 shares; 2025Q1: 69,476 shares; 2025Q2: 77,447 shares; 2025Q3: 77,589 shares; 2025Q4: 79,897 shares 79,897 $6.97M 0.09% +2,308 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,082 shares; 2024Q4: 100,832 shares; 2025Q1: 109,447 shares; 2025Q2: 103,160 shares; 2025Q3: 99,787 shares; 2025Q4: 108,546 shares 108,546 $6.92M 0.09% +8,759 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,229 shares; 2024Q4: 59,570 shares; 2025Q1: 56,133 shares; 2025Q2: 61,091 shares; 2025Q3: 60,349 shares; 2025Q4: 62,046 shares 62,046 $6.84M 0.09% +1,697 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: 95,676 shares; 2024Q4: 93,042 shares; 2025Q1: 75,462 shares; 2025Q2: 77,292 shares; 2025Q3: 90,265 shares; 2025Q4: 127,752 shares 127,752 $6.82M 0.08% +37,487 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: 24,769 shares; 2024Q4: 26,582 shares; 2025Q1: 26,242 shares; 2025Q2: 24,933 shares; 2025Q3: 23,774 shares; 2025Q4: 26,032 shares 26,032 $6.69M 0.08% +2,258 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: 287,594 shares; 2024Q4: 319,467 shares; 2025Q1: 212,391 shares; 2025Q2: 183,734 shares; 2025Q3: 124,239 shares; 2025Q4: 121,127 shares 121,127 $6.64M 0.08% -3,112 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: 140,906 shares; 2024Q4: 154,098 shares; 2025Q1: 140,081 shares; 2025Q2: 146,358 shares; 2025Q3: 180,661 shares; 2025Q4: 179,534 shares 179,534 $6.62M 0.08% -1,127 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: 100,483 shares; 2024Q4: 91,576 shares; 2025Q1: 98,328 shares; 2025Q2: 100,810 shares; 2025Q3: 112,795 shares; 2025Q4: 113,584 shares 113,584 $6.55M 0.08% +789 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,355 shares; 2024Q4: 28,173 shares; 2025Q1: 26,301 shares; 2025Q2: 28,341 shares; 2025Q3: 27,046 shares; 2025Q4: 23,746 shares 23,746 $6.54M 0.08% -3,300 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: 96,385 shares; 2024Q4: 96,836 shares; 2025Q1: 90,546 shares; 2025Q2: 82,628 shares; 2025Q3: 97,310 shares; 2025Q4: 115,226 shares 115,226 $6.53M 0.08% +17,916 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: 24,389 shares; 2024Q4: 31,498 shares; 2025Q1: 37,785 shares; 2025Q2: 40,864 shares; 2025Q3: 42,874 shares; 2025Q4: 42,383 shares 42,383 $6.51M 0.08% -491 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,302 shares; 2024Q4: 29,837 shares; 2025Q1: 29,797 shares; 2025Q2: 30,789 shares; 2025Q3: 30,995 shares; 2025Q4: 28,893 shares 28,893 $6.45M 0.08% -2,102 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,990 shares; 2024Q4: 40,020 shares; 2025Q1: 77,412 shares; 2025Q2: 102,935 shares; 2025Q3: 117,757 shares; 2025Q4: 132,134 shares 132,134 $6.43M 0.08% +14,377 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,070 shares; 2024Q4: 67,753 shares; 2025Q1: 73,616 shares; 2025Q2: 74,193 shares; 2025Q3: 78,298 shares; 2025Q4: 85,226 shares 85,226 $6.4M 0.08% +6,928 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: 174,562 shares; 2024Q4: 165,593 shares; 2025Q1: 209,109 shares; 2025Q2: 249,872 shares; 2025Q3: 226,458 shares; 2025Q4: 232,514 shares 232,514 $6.39M 0.08% +6,056 Timeline ANGL 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: 93,471 shares; 2024Q4: 103,308 shares; 2025Q1: 128,336 shares; 2025Q2: 159,581 shares; 2025Q3: 181,565 shares; 2025Q4: 216,287 shares 216,287 $6.35M 0.08% +34,722 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: 20,964 shares; 2024Q4: 108,103 shares; 2025Q1: 112,838 shares; 2025Q2: 134,365 shares; 2025Q3: 123,776 shares; 2025Q4: 125,305 shares 125,305 $6.27M 0.08% +1,529 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,756 shares; 2024Q4: 90,367 shares; 2025Q1: 130,034 shares; 2025Q2: 144,299 shares; 2025Q3: 228,679 shares; 2025Q4: 271,239 shares 271,239 $6.26M 0.08% +42,560 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: 72,785 shares; 2024Q4: 64,453 shares; 2025Q1: 74,227 shares; 2025Q2: 71,951 shares; 2025Q3: 75,886 shares; 2025Q4: 75,554 shares 75,554 $6.26M 0.08% -332 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: 239,389 shares; 2024Q4: 190,192 shares; 2025Q1: 171,291 shares; 2025Q2: 180,025 shares; 2025Q3: 181,090 shares; 2025Q4: 175,067 shares 175,067 $6.19M 0.08% -6,023 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: 29,347 shares; 2024Q4: 81,592 shares; 2025Q1: 86,711 shares; 2025Q2: 102,866 shares; 2025Q3: 97,630 shares; 2025Q4: 93,987 shares 93,987 $6.15M 0.08% -3,643 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,415 shares; 2024Q4: 32,137 shares; 2025Q1: 35,086 shares; 2025Q2: 38,272 shares; 2025Q3: 36,321 shares; 2025Q4: 34,886 shares 34,886 $6.12M 0.08% -1,435 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,886 shares; 2025Q2: 148,351 shares; 2025Q3: 158,730 shares; 2025Q4: 156,104 shares 156,104 $6.1M 0.08% -2,626 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,194 shares; 2024Q4: 429,548 shares; 2025Q1: 455,005 shares; 2025Q2: 471,407 shares; 2025Q3: 449,008 shares; 2025Q4: 459,447 shares 459,447 $6.09M 0.08% +10,439 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: 2,568 shares; 2024Q4: 4,752 shares; 2025Q1: 7,756 shares; 2025Q2: 8,412 shares; 2025Q3: 12,907 shares; 2025Q4: 14,409 shares 14,409 $6.08M 0.08% +1,502 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,970 shares; 2024Q4: 20,436 shares; 2025Q1: 6,810 shares; 2025Q2: 8,273 shares; 2025Q3: 5,445 shares; 2025Q4: 9,024 shares 9,024 $6.08M 0.08% +3,579 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: 66,145 shares; 2024Q4: 66,120 shares; 2025Q1: 59,854 shares; 2025Q2: 57,318 shares; 2025Q3: 58,104 shares; 2025Q4: 62,867 shares 62,867 $6.04M 0.08% +4,763 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: 37,243 shares; 2024Q4: 41,809 shares; 2025Q1: 43,827 shares; 2025Q2: 59,973 shares; 2025Q3: 64,009 shares; 2025Q4: 69,562 shares 69,562 $5.94M 0.07% +5,553 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: 27,880 shares; 2024Q4: 41,696 shares; 2025Q1: 42,166 shares; 2025Q2: 41,392 shares; 2025Q3: 46,052 shares; 2025Q4: 50,651 shares 50,651 $5.91M 0.07% +4,599 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,711 shares; 2024Q4: 119,954 shares; 2025Q1: 119,533 shares; 2025Q2: 40,422 shares; 2025Q3: 50,742 shares; 2025Q4: 55,334 shares 55,334 $5.9M 0.07% +4,592 Timeline FDMO 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: 22,504 shares; 2024Q4: 51,714 shares; 2025Q1: 61,857 shares; 2025Q2: 62,569 shares; 2025Q3: 63,924 shares; 2025Q4: 70,085 shares 70,085 $5.88M 0.07% +6,161 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: 55,807 shares; 2024Q4: 53,664 shares; 2025Q1: 72,337 shares; 2025Q2: 80,131 shares; 2025Q3: 81,533 shares; 2025Q4: 97,395 shares 97,395 $5.85M 0.07% +15,862 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: 45,508 shares; 2024Q4: 44,410 shares; 2025Q1: 46,261 shares; 2025Q2: 51,101 shares; 2025Q3: 49,982 shares; 2025Q4: 50,536 shares 50,536 $5.83M 0.07% +554 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 39,893 shares 39,893 $5.8M 0.07% new 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: 42,729 shares; 2024Q4: 40,374 shares; 2025Q1: 39,931 shares; 2025Q2: 42,671 shares; 2025Q3: 43,901 shares; 2025Q4: 45,996 shares 45,996 $5.79M 0.07% +2,095 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: 57,133 shares; 2024Q4: 61,006 shares; 2025Q1: 61,933 shares; 2025Q2: 61,946 shares; 2025Q3: 64,859 shares; 2025Q4: 65,703 shares 65,703 $5.79M 0.07% +844 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,288 shares; 2024Q4: 28,390 shares; 2025Q1: 28,033 shares; 2025Q2: 27,921 shares; 2025Q3: 27,155 shares; 2025Q4: 27,911 shares 27,911 $5.74M 0.07% +756 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: 101,625 shares; 2024Q4: 101,924 shares; 2025Q1: 92,799 shares; 2025Q2: 82,964 shares; 2025Q3: 70,496 shares; 2025Q4: 77,050 shares 77,050 $5.71M 0.07% +6,554 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,765 shares; 2024Q4: 29,095 shares; 2025Q1: 30,688 shares; 2025Q2: 35,683 shares; 2025Q3: 39,868 shares; 2025Q4: 41,850 shares 41,850 $5.66M 0.07% +1,982 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,322 shares; 2025Q3: 161,810 shares; 2025Q4: 168,319 shares 168,319 $5.64M 0.07% +6,509 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: 19,215 shares; 2024Q4: 22,133 shares; 2025Q1: 23,004 shares; 2025Q2: 24,233 shares; 2025Q3: 25,119 shares; 2025Q4: 25,059 shares 25,059 $5.63M 0.07% -60 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: 27,844 shares; 2024Q4: 26,022 shares; 2025Q1: 30,754 shares; 2025Q2: 28,172 shares; 2025Q3: 24,550 shares; 2025Q4: 25,510 shares 25,510 $5.6M 0.07% +960 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,084 shares; 2025Q4: 168,146 shares 168,146 $5.6M 0.07% +108,062 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 3,232 shares; 2025Q1: 3,639 shares; 2025Q2: 63,519 shares; 2025Q3: 68,310 shares; 2025Q4: 60,851 shares 60,851 $5.55M 0.07% -7,459 Timeline VGLT 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: 11,316 shares; 2024Q4: 12,050 shares; 2025Q1: 8,785 shares; 2025Q2: 4,052 shares; 2025Q3: not reported; 2025Q4: 99,385 shares 99,385 $5.55M 0.07% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,757 shares; 2024Q4: 16,132 shares; 2025Q1: 16,181 shares; 2025Q2: 16,914 shares; 2025Q3: 16,906 shares; 2025Q4: 17,375 shares 17,375 $5.43M 0.07% +469 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: 67,363 shares; 2024Q4: 66,550 shares; 2025Q1: 63,163 shares; 2025Q2: 106,317 shares; 2025Q3: 108,998 shares; 2025Q4: 111,791 shares 111,791 $5.38M 0.07% +2,793 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,282 shares; 2024Q4: 86,876 shares; 2025Q1: 75,072 shares; 2025Q2: 76,249 shares; 2025Q3: 76,637 shares; 2025Q4: 116,549 shares 116,549 $5.35M 0.07% +39,912 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: 30,595 shares; 2025Q1: 25,986 shares; 2025Q2: 25,656 shares; 2025Q3: 32,729 shares; 2025Q4: 31,176 shares 31,176 $5.34M 0.07% -1,553 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: 27,386 shares; 2024Q4: 33,153 shares; 2025Q1: 40,130 shares; 2025Q2: 46,711 shares; 2025Q3: 48,886 shares; 2025Q4: 55,967 shares 55,967 $5.34M 0.07% +7,081 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: 7,948 shares; 2024Q4: 23,915 shares; 2025Q1: 157,426 shares; 2025Q2: 154,253 shares; 2025Q3: 157,792 shares; 2025Q4: 163,473 shares 163,473 $5.33M 0.07% +5,681 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: 3,918 shares; 2024Q4: 4,247 shares; 2025Q1: 3,828 shares; 2025Q2: 63,631 shares; 2025Q3: 48,683 shares; 2025Q4: 48,376 shares 48,376 $5.33M 0.07% -307 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: 27,029 shares; 2024Q4: 27,589 shares; 2025Q1: 29,227 shares; 2025Q2: 46,104 shares; 2025Q3: 50,242 shares; 2025Q4: 64,202 shares 64,202 $5.3M 0.07% +13,960 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,786 shares; 2024Q4: 33,570 shares; 2025Q1: 31,482 shares; 2025Q2: 30,656 shares; 2025Q3: 31,453 shares; 2025Q4: 31,122 shares 31,122 $5.24M 0.07% -331 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: 5,473 shares; 2024Q4: 8,877 shares; 2025Q1: 9,028 shares; 2025Q2: 9,303 shares; 2025Q3: 10,209 shares; 2025Q4: 9,183 shares 9,183 $5.24M 0.07% -1,026 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: 28,121 shares; 2024Q4: 29,368 shares; 2025Q1: 29,596 shares; 2025Q2: 35,130 shares; 2025Q3: 40,841 shares; 2025Q4: 42,445 shares 42,445 $5.21M 0.06% +1,604 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,145 shares; 2024Q4: 81,201 shares; 2025Q1: 89,543 shares; 2025Q2: 61,129 shares; 2025Q3: 64,140 shares; 2025Q4: 67,719 shares 67,719 $5.21M 0.06% +3,579 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: 11,572 shares; 2024Q4: 12,137 shares; 2025Q1: 13,704 shares; 2025Q2: 16,752 shares; 2025Q3: 28,503 shares; 2025Q4: 27,650 shares 27,650 $5.2M 0.06% -853 Timeline GRPM 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: 43,420 shares; 2024Q4: 43,644 shares; 2025Q1: 45,033 shares; 2025Q2: 47,392 shares; 2025Q3: 45,489 shares; 2025Q4: 43,218 shares 43,218 $5.19M 0.06% -2,271 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: 41,914 shares; 2024Q4: 38,653 shares; 2025Q1: 53,595 shares; 2025Q2: 98,273 shares; 2025Q3: 101,049 shares; 2025Q4: 100,973 shares 100,973 $5.14M 0.06% -76 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 18,552 shares; 2025Q1: 20,827 shares; 2025Q2: 25,064 shares; 2025Q3: 26,501 shares; 2025Q4: 22,661 shares 22,661 $5.12M 0.06% -3,840 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,416 shares; 2024Q4: 16,593 shares; 2025Q1: 20,792 shares; 2025Q2: 25,119 shares; 2025Q3: 22,723 shares; 2025Q4: 24,893 shares 24,893 $5.12M 0.06% +2,170 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: 101,955 shares; 2024Q4: 127,791 shares; 2025Q1: 143,988 shares; 2025Q2: 154,205 shares; 2025Q3: 183,977 shares; 2025Q4: 162,245 shares 162,245 $5.02M 0.06% -21,732 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,821 shares; 2024Q4: 36,422 shares; 2025Q1: 38,261 shares; 2025Q2: 40,151 shares; 2025Q3: 61,910 shares; 2025Q4: 62,928 shares 62,928 $4.99M 0.06% +1,018 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,789 shares; 2024Q4: 18,068 shares; 2025Q1: 17,999 shares; 2025Q2: 17,378 shares; 2025Q3: 21,366 shares; 2025Q4: 24,362 shares 24,362 $4.95M 0.06% +2,996 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: 24,422 shares; 2024Q4: 25,102 shares; 2025Q1: 26,446 shares; 2025Q2: 29,141 shares; 2025Q3: 30,334 shares; 2025Q4: 35,158 shares 35,158 $4.89M 0.06% +4,824 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: 52,448 shares; 2024Q4: 54,613 shares; 2025Q1: 56,909 shares; 2025Q2: 57,422 shares; 2025Q3: 58,513 shares; 2025Q4: 60,591 shares 60,591 $4.89M 0.06% +2,078 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,665 shares; 2024Q4: 82,692 shares; 2025Q1: 80,579 shares; 2025Q2: 79,151 shares; 2025Q3: 62,103 shares; 2025Q4: 38,675 shares 38,675 $4.87M 0.06% -23,428 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,374 shares; 2024Q4: 415,917 shares; 2025Q1: 408,255 shares; 2025Q2: 374,601 shares; 2025Q3: 370,139 shares; 2025Q4: 370,620 shares 370,620 $4.86M 0.06% +481 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 12,502 shares; 2025Q1: 16,161 shares; 2025Q2: 15,782 shares; 2025Q3: 16,290 shares; 2025Q4: 16,821 shares 16,821 $4.86M 0.06% +531 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: 132,410 shares; 2024Q4: 142,783 shares; 2025Q1: 104,219 shares; 2025Q2: 92,910 shares; 2025Q3: 110,701 shares; 2025Q4: 109,033 shares 109,033 $4.84M 0.06% -1,668 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: 71,909 shares; 2024Q4: 78,852 shares; 2025Q1: 57,508 shares; 2025Q2: 55,329 shares; 2025Q3: 60,032 shares; 2025Q4: 48,137 shares 48,137 $4.77M 0.06% -11,895 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,846 shares; 2024Q4: 8,976 shares; 2025Q1: 9,177 shares; 2025Q2: 9,913 shares; 2025Q3: 9,842 shares; 2025Q4: 10,253 shares 10,253 $4.77M 0.06% +411 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: 25,633 shares; 2024Q4: 37,780 shares; 2025Q1: 39,854 shares; 2025Q2: 53,297 shares; 2025Q3: 68,027 shares; 2025Q4: 74,098 shares 74,098 $4.77M 0.06% +6,071 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,297 shares; 2024Q4: 15,696 shares; 2025Q1: 21,036 shares; 2025Q2: 20,816 shares; 2025Q3: 22,420 shares; 2025Q4: 22,919 shares 22,919 $4.77M 0.06% +499 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: 23,251 shares; 2024Q4: 44,019 shares; 2025Q1: 51,832 shares; 2025Q2: 54,644 shares; 2025Q3: 56,936 shares; 2025Q4: 63,011 shares 63,011 $4.76M 0.06% +6,075 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: 247,559 shares; 2024Q4: 244,754 shares; 2025Q1: 246,265 shares; 2025Q2: 258,994 shares; 2025Q3: 270,334 shares; 2025Q4: 268,487 shares 268,487 $4.74M 0.06% -1,847 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,861 shares; 2024Q4: 7,036 shares; 2025Q1: 5,259 shares; 2025Q2: 6,127 shares; 2025Q3: 10,254 shares; 2025Q4: 10,438 shares 10,438 $4.73M 0.06% +184 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: 15,726 shares; 2024Q4: 17,480 shares; 2025Q1: 17,021 shares; 2025Q2: 15,373 shares; 2025Q3: 15,421 shares; 2025Q4: 20,654 shares 20,654 $4.73M 0.06% +5,233 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: 115,049 shares; 2024Q4: 104,772 shares; 2025Q1: 82,515 shares; 2025Q2: 110,029 shares; 2025Q3: 89,965 shares; 2025Q4: 203,822 shares 203,822 $4.69M 0.06% +113,857 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: 36,316 shares; 2024Q4: 36,555 shares; 2025Q1: 35,165 shares; 2025Q2: 29,953 shares; 2025Q3: 28,314 shares; 2025Q4: 29,979 shares 29,979 $4.64M 0.06% +1,665 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: 26,278 shares; 2024Q4: 26,310 shares; 2025Q1: 29,193 shares; 2025Q2: 29,330 shares; 2025Q3: 28,169 shares; 2025Q4: 28,960 shares 28,960 $4.64M 0.06% +791 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: 6,319 shares; 2024Q4: 5,861 shares; 2025Q1: 5,832 shares; 2025Q2: 17,388 shares; 2025Q3: 18,914 shares; 2025Q4: 19,091 shares 19,091 $4.63M 0.06% +177 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,308 shares; 2024Q4: 149,286 shares; 2025Q1: 156,682 shares; 2025Q2: 168,428 shares; 2025Q3: 169,749 shares; 2025Q4: 169,583 shares 169,583 $4.6M 0.06% -166 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: 76,599 shares; 2024Q4: 81,324 shares; 2025Q1: 85,877 shares; 2025Q2: 92,241 shares; 2025Q3: 97,939 shares; 2025Q4: 93,069 shares 93,069 $4.58M 0.06% -4,870 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: 12,002 shares; 2024Q4: 19,389 shares; 2025Q1: 37,142 shares; 2025Q2: 38,630 shares; 2025Q3: 53,098 shares; 2025Q4: 91,907 shares 91,907 $4.56M 0.06% +38,809 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: 107,715 shares; 2024Q4: 106,652 shares; 2025Q1: 113,382 shares; 2025Q2: 81,218 shares; 2025Q3: 99,123 shares; 2025Q4: 102,251 shares 102,251 $4.53M 0.06% +3,128 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 8,263 shares; 2025Q1: 8,505 shares; 2025Q2: 8,258 shares; 2025Q3: 7,657 shares; 2025Q4: 7,459 shares 7,459 $4.51M 0.06% -198 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: 21,257 shares; 2024Q4: 21,167 shares; 2025Q1: 19,910 shares; 2025Q2: 22,508 shares; 2025Q3: 21,165 shares; 2025Q4: 21,584 shares 21,584 $4.51M 0.06% +419 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,483 shares; 2025Q3: 187,822 shares; 2025Q4: 208,274 shares 208,274 $4.5M 0.06% +20,452 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: 14,478 shares; 2024Q4: 14,416 shares; 2025Q1: 14,551 shares; 2025Q2: 15,484 shares; 2025Q3: 15,509 shares; 2025Q4: 15,493 shares 15,493 $4.48M 0.06% -16 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 9,812 shares; 2025Q1: 18,795 shares; 2025Q2: 18,311 shares; 2025Q3: 17,658 shares; 2025Q4: 21,757 shares 21,757 $4.46M 0.06% +4,099 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: 11,071 shares; 2024Q4: 13,290 shares; 2025Q1: 11,780 shares; 2025Q2: 15,270 shares; 2025Q3: 15,490 shares; 2025Q4: 14,976 shares 14,976 $4.43M 0.06% -514 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: 62,638 shares; 2024Q4: 66,458 shares; 2025Q1: 57,414 shares; 2025Q2: 57,260 shares; 2025Q3: 51,949 shares; 2025Q4: 98,997 shares 98,997 $4.43M 0.06% +47,048 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,504 shares; 2024Q4: 40,429 shares; 2025Q1: 48,938 shares; 2025Q2: 46,252 shares; 2025Q3: 44,630 shares; 2025Q4: 44,281 shares 44,281 $4.42M 0.05% -349 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: 10,247 shares; 2024Q4: 10,792 shares; 2025Q1: 12,805 shares; 2025Q2: 15,011 shares; 2025Q3: 14,523 shares; 2025Q4: 14,377 shares 14,377 $4.34M 0.05% -146 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: 46,227 shares; 2024Q4: 45,652 shares; 2025Q1: 46,113 shares; 2025Q2: 47,528 shares; 2025Q3: 47,949 shares; 2025Q4: 101,606 shares 101,606 $4.34M 0.05% +53,657 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,583 shares; 2025Q2: 26,946 shares; 2025Q3: 28,894 shares; 2025Q4: 38,499 shares 38,499 $4.31M 0.05% +9,605 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: 15,212 shares; 2024Q4: 17,832 shares; 2025Q1: 18,359 shares; 2025Q2: 20,659 shares; 2025Q3: 21,515 shares; 2025Q4: 21,543 shares 21,543 $4.3M 0.05% +28 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,785 shares; 2025Q2: 62,689 shares; 2025Q3: 60,226 shares; 2025Q4: 62,392 shares 62,392 $4.25M 0.05% +2,166 Timeline CLOI 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: 45,346 shares; 2025Q3: 61,679 shares; 2025Q4: 80,284 shares 80,284 $4.24M 0.05% +18,605 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,194 shares; 2024Q4: 117,661 shares; 2025Q1: 120,206 shares; 2025Q2: 136,439 shares; 2025Q3: 158,189 shares; 2025Q4: 167,154 shares 167,154 $4.17M 0.05% +8,965 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 3,953 shares; 2025Q1: 2,975 shares; 2025Q2: 16,032 shares; 2025Q3: 18,198 shares; 2025Q4: 24,689 shares 24,689 $4.14M 0.05% +6,491 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: 16,957 shares; 2024Q4: 23,708 shares; 2025Q1: 37,564 shares; 2025Q2: 96,046 shares; 2025Q3: 97,556 shares; 2025Q4: 95,718 shares 95,718 $4.1M 0.05% -1,838 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,054 shares; 2025Q1: 34,018 shares; 2025Q2: 34,695 shares; 2025Q3: 34,940 shares; 2025Q4: 35,543 shares 35,543 $4.07M 0.05% +603 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,086 shares; 2024Q4: 37,012 shares; 2025Q1: 42,965 shares; 2025Q2: 49,974 shares; 2025Q3: 49,319 shares; 2025Q4: 43,437 shares 43,437 $4.07M 0.05% -5,882 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: 17,802 shares; 2024Q4: 18,617 shares; 2025Q1: 19,703 shares; 2025Q2: 17,420 shares; 2025Q3: 18,683 shares; 2025Q4: 18,733 shares 18,733 $4.02M 0.05% +50 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,736 shares; 2025Q1: 9,977 shares; 2025Q2: 10,884 shares; 2025Q3: 25,867 shares; 2025Q4: 61,887 shares 61,887 $4.01M 0.05% +36,020 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 6,147 shares; 2025Q1: 5,022 shares; 2025Q2: 19,086 shares; 2025Q3: 23,559 shares; 2025Q4: 38,567 shares 38,567 $4M 0.05% +15,008 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,902 shares; 2024Q4: 69,221 shares; 2025Q1: 191,251 shares; 2025Q2: 238,987 shares; 2025Q3: 172,955 shares; 2025Q4: 175,826 shares 175,826 $3.99M 0.05% +2,871 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: 40,091 shares; 2024Q4: 42,171 shares; 2025Q1: 46,992 shares; 2025Q2: 57,849 shares; 2025Q3: 44,809 shares; 2025Q4: 40,362 shares 40,362 $3.95M 0.05% -4,447 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: 113,714 shares; 2024Q4: 80,804 shares; 2025Q1: 93,872 shares; 2025Q2: 111,984 shares; 2025Q3: 122,018 shares; 2025Q4: 122,458 shares 122,458 $3.93M 0.05% +440 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: 125,720 shares; 2024Q4: 137,792 shares; 2025Q1: 140,633 shares; 2025Q2: 89,318 shares; 2025Q3: 105,477 shares; 2025Q4: 107,960 shares 107,960 $3.91M 0.05% +2,483 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,441 shares; 2025Q4: 78,754 shares 78,754 $3.91M 0.05% +7,313 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,466 shares; 2024Q4: 43,097 shares; 2025Q1: 44,730 shares; 2025Q2: 57,430 shares; 2025Q3: 61,837 shares; 2025Q4: 67,246 shares 67,246 $3.89M 0.05% +5,409 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,743 shares; 2024Q4: 77,721 shares; 2025Q1: 93,221 shares; 2025Q2: 101,946 shares; 2025Q3: 111,837 shares; 2025Q4: 111,174 shares 111,174 $3.86M 0.05% -663 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: 47,750 shares; 2024Q4: 49,818 shares; 2025Q1: 91,289 shares; 2025Q2: 103,708 shares; 2025Q3: 121,805 shares; 2025Q4: 159,018 shares 159,018 $3.85M 0.05% +37,213 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 16,780 shares; 2025Q1: 22,151 shares; 2025Q2: 26,577 shares; 2025Q3: 21,316 shares; 2025Q4: 27,909 shares 27,909 $3.85M 0.05% +6,593 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,245 shares; 2025Q4: 179,673 shares 179,673 $3.81M 0.05% +7,428 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,246 shares; 2024Q4: 33,721 shares; 2025Q1: 34,458 shares; 2025Q2: 34,937 shares; 2025Q3: 35,367 shares; 2025Q4: 36,084 shares 36,084 $3.81M 0.05% +717 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 6,216 shares; 2025Q1: 22,655 shares; 2025Q2: 11,765 shares; 2025Q3: 16,575 shares; 2025Q4: 32,797 shares 32,797 $3.77M 0.05% +16,222 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 11,415 shares; 2025Q1: 5,751 shares; 2025Q2: 16,629 shares; 2025Q3: 34,555 shares; 2025Q4: 33,139 shares 33,139 $3.77M 0.05% -1,416 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,975 shares; 2024Q4: 56,476 shares; 2025Q1: 55,940 shares; 2025Q2: 56,098 shares; 2025Q3: 55,008 shares; 2025Q4: 55,008 shares 55,008 $3.76M 0.05% 0 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: 17,105 shares; 2024Q4: 18,899 shares; 2025Q1: 22,402 shares; 2025Q2: 23,455 shares; 2025Q3: 22,809 shares; 2025Q4: 22,887 shares 22,887 $3.73M 0.05% +78 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,539 shares; 2025Q3: 76,365 shares; 2025Q4: 74,479 shares 74,479 $3.72M 0.05% -1,886 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 15,605 shares; 2025Q1: 15,958 shares; 2025Q2: 23,031 shares; 2025Q3: 15,667 shares; 2025Q4: 16,354 shares 16,354 $3.72M 0.05% +687 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: 7,471 shares; 2025Q1: 7,180 shares; 2025Q2: 19,667 shares; 2025Q3: 24,557 shares; 2025Q4: 27,348 shares 27,348 $3.65M 0.05% +2,791 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,183 shares; 2024Q4: 44,916 shares; 2025Q1: 43,593 shares; 2025Q2: 43,782 shares; 2025Q3: 43,555 shares; 2025Q4: 42,308 shares 42,308 $3.64M 0.05% -1,247 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: 183,423 shares; 2024Q4: 177,522 shares; 2025Q1: 216,314 shares; 2025Q2: 218,405 shares; 2025Q3: 220,836 shares; 2025Q4: 220,012 shares 220,012 $3.63M 0.05% -824 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,684 shares; 2024Q4: 43,883 shares; 2025Q1: 53,894 shares; 2025Q2: 62,531 shares; 2025Q3: 63,958 shares; 2025Q4: 61,753 shares 61,753 $3.62M 0.04% -2,205 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 5,034 shares; 2025Q1: 6,506 shares; 2025Q2: 8,275 shares; 2025Q3: 29,732 shares; 2025Q4: 35,571 shares 35,571 $3.62M 0.04% +5,839 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: 14,310 shares; 2024Q4: 15,964 shares; 2025Q1: 18,421 shares; 2025Q2: 17,881 shares; 2025Q3: 17,993 shares; 2025Q4: 22,082 shares 22,082 $3.59M 0.04% +4,089 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,182 shares; 2025Q1: 25,809 shares; 2025Q2: 23,168 shares; 2025Q3: 25,170 shares; 2025Q4: 24,611 shares 24,611 $3.56M 0.04% -559 Timeline QQQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,510 shares; 2025Q4: 66,100 shares 66,100 $3.56M 0.04% +58,590 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,309 shares; 2024Q4: 77,863 shares; 2025Q1: 75,919 shares; 2025Q2: 86,057 shares; 2025Q3: 94,311 shares; 2025Q4: 97,342 shares 97,342 $3.53M 0.04% +3,031 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,090 shares; 2024Q4: 46,643 shares; 2025Q1: 46,259 shares; 2025Q2: 127,402 shares; 2025Q3: 134,973 shares; 2025Q4: 136,166 shares 136,166 $3.47M 0.04% +1,193 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101,564 shares; 2025Q1: 118,588 shares; 2025Q2: 110,406 shares; 2025Q3: 113,345 shares; 2025Q4: 113,488 shares 113,488 $3.45M 0.04% +143 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,560 shares; 2024Q4: 35,242 shares; 2025Q1: 40,011 shares; 2025Q2: 44,266 shares; 2025Q3: 46,663 shares; 2025Q4: 51,007 shares 51,007 $3.44M 0.04% +4,344 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,464 shares; 2024Q4: 22,160 shares; 2025Q1: 22,094 shares; 2025Q2: 21,529 shares; 2025Q3: 21,317 shares; 2025Q4: 21,281 shares 21,281 $3.42M 0.04% -36 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,656 shares; 2024Q4: 38,967 shares; 2025Q1: 38,825 shares; 2025Q2: 42,243 shares; 2025Q3: 43,229 shares; 2025Q4: 42,495 shares 42,495 $3.41M 0.04% -734 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,095 shares; 2024Q4: 23,083 shares; 2025Q1: 22,583 shares; 2025Q2: 22,405 shares; 2025Q3: 23,921 shares; 2025Q4: 44,230 shares 44,230 $3.41M 0.04% +20,309 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: 58,573 shares; 2024Q4: 61,740 shares; 2025Q1: 62,015 shares; 2025Q2: 62,922 shares; 2025Q3: 63,403 shares; 2025Q4: 66,778 shares 66,778 $3.39M 0.04% +3,375 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,319 shares; 2025Q2: 97,109 shares; 2025Q3: 98,619 shares; 2025Q4: 97,755 shares 97,755 $3.37M 0.04% -864 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: 14,459 shares; 2024Q4: 29,185 shares; 2025Q1: 53,868 shares; 2025Q2: 55,152 shares; 2025Q3: 57,386 shares; 2025Q4: 76,248 shares 76,248 $3.36M 0.04% +18,862 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: 50,156 shares; 2024Q4: 54,636 shares; 2025Q1: 58,767 shares; 2025Q2: 62,840 shares; 2025Q3: 64,600 shares; 2025Q4: 65,767 shares 65,767 $3.34M 0.04% +1,167 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,059 shares; 2024Q4: 44,150 shares; 2025Q1: 45,601 shares; 2025Q2: 33,642 shares; 2025Q3: 32,077 shares; 2025Q4: 32,109 shares 32,109 $3.34M 0.04% +32 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,147 shares; 2025Q3: 87,424 shares; 2025Q4: 87,414 shares 87,414 $3.34M 0.04% -10 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: 9,143 shares; 2024Q4: 9,173 shares; 2025Q1: 9,356 shares; 2025Q2: 9,033 shares; 2025Q3: 8,875 shares; 2025Q4: 8,519 shares 8,519 $3.32M 0.04% -356 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: 3,786 shares; 2024Q4: 4,927 shares; 2025Q1: 5,202 shares; 2025Q2: 5,226 shares; 2025Q3: 5,194 shares; 2025Q4: 21,587 shares 21,587 $3.31M 0.04% +16,393 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: 6,943 shares; 2024Q4: 7,000 shares; 2025Q1: 6,800 shares; 2025Q2: 6,801 shares; 2025Q3: 6,729 shares; 2025Q4: 6,418 shares 6,418 $3.28M 0.04% -311 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: 5,147 shares; 2024Q4: 8,737 shares; 2025Q1: 12,608 shares; 2025Q2: 17,124 shares; 2025Q3: 20,810 shares; 2025Q4: 21,481 shares 21,481 $3.26M 0.04% +671 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: not reported; 2024Q4: not reported; 2025Q1: 8,586 shares; 2025Q2: 25,132 shares; 2025Q3: 19,731 shares; 2025Q4: 28,854 shares 28,854 $3.26M 0.04% +9,123 Timeline SCHO 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: 76,146 shares; 2024Q4: 155,876 shares; 2025Q1: 176,143 shares; 2025Q2: 172,514 shares; 2025Q3: 135,034 shares; 2025Q4: 132,452 shares 132,452 $3.23M 0.04% -2,582 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: 3,601 shares; 2024Q4: 3,685 shares; 2025Q1: 3,758 shares; 2025Q2: 4,199 shares; 2025Q3: 4,718 shares; 2025Q4: 5,345 shares 5,345 $3.22M 0.04% +627 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 7,929 shares; 2025Q1: 19,956 shares; 2025Q2: 20,651 shares; 2025Q3: 19,582 shares; 2025Q4: 19,019 shares 19,019 $3.22M 0.04% -563 Timeline FLRN 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: 60,267 shares; 2024Q4: 74,586 shares; 2025Q1: 100,219 shares; 2025Q2: 101,333 shares; 2025Q3: 102,969 shares; 2025Q4: 104,802 shares 104,802 $3.22M 0.04% +1,833 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,607 shares; 2024Q4: 72,779 shares; 2025Q1: 98,343 shares; 2025Q2: 95,471 shares; 2025Q3: 97,338 shares; 2025Q4: 98,658 shares 98,658 $3.2M 0.04% +1,320 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,731 shares; 2024Q4: 30,728 shares; 2025Q1: 26,792 shares; 2025Q2: 22,206 shares; 2025Q3: 21,631 shares; 2025Q4: 31,683 shares 31,683 $3.2M 0.04% +10,052 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: 72,356 shares; 2024Q4: 24,753 shares; 2025Q1: 24,023 shares; 2025Q2: 18,506 shares; 2025Q3: 16,771 shares; 2025Q4: 17,626 shares 17,626 $3.19M 0.04% +855 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 105,669 shares; 2025Q4: 116,908 shares 116,908 $3.17M 0.04% +11,239 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: 15,288 shares; 2024Q4: 13,364 shares; 2025Q1: 11,943 shares; 2025Q2: 11,277 shares; 2025Q3: 10,745 shares; 2025Q4: 26,479 shares 26,479 $3.16M 0.04% +15,734 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: not reported; 2024Q4: 37,795 shares; 2025Q1: 140,690 shares; 2025Q2: 133,724 shares; 2025Q3: 67,014 shares; 2025Q4: 66,611 shares 66,611 $3.15M 0.04% -403 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: 8,006 shares; 2025Q1: 104,403 shares; 2025Q2: 106,607 shares; 2025Q3: 86,405 shares; 2025Q4: 89,343 shares 89,343 $3.15M 0.04% +2,938 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,719 shares; 2025Q1: 2,692 shares; 2025Q2: 13,557 shares; 2025Q3: 13,726 shares; 2025Q4: 12,994 shares 12,994 $3.13M 0.04% -732 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,578 shares; 2025Q4: 117,142 shares 117,142 $3.13M 0.04% +87,564 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: 8,491 shares; 2024Q4: 10,355 shares; 2025Q1: 10,703 shares; 2025Q2: 10,996 shares; 2025Q3: 10,035 shares; 2025Q4: 9,658 shares 9,658 $3.13M 0.04% -377 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 12,671 shares; 2025Q1: 13,239 shares; 2025Q2: 14,598 shares; 2025Q3: 14,944 shares; 2025Q4: 14,377 shares 14,377 $3.12M 0.04% -567 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,321 shares; 2024Q4: 39,070 shares; 2025Q1: 37,500 shares; 2025Q2: 37,167 shares; 2025Q3: 48,535 shares; 2025Q4: 39,241 shares 39,241 $3.1M 0.04% -9,294 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: 8,782 shares; 2024Q4: 18,082 shares; 2025Q1: 25,575 shares; 2025Q2: 21,812 shares; 2025Q3: 32,833 shares; 2025Q4: 36,484 shares 36,484 $3.1M 0.04% +3,651 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: 15,712 shares; 2024Q4: 16,583 shares; 2025Q1: 36,867 shares; 2025Q2: 48,265 shares; 2025Q3: 43,751 shares; 2025Q4: 42,038 shares 42,038 $3.09M 0.04% -1,713 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: 34,210 shares; 2024Q4: 36,945 shares; 2025Q1: 37,989 shares; 2025Q2: 36,034 shares; 2025Q3: 35,324 shares; 2025Q4: 36,354 shares 36,354 $3.08M 0.04% +1,030 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: 46,301 shares; 2024Q4: 40,687 shares; 2025Q1: 45,906 shares; 2025Q2: 38,143 shares; 2025Q3: 34,178 shares; 2025Q4: 31,962 shares 31,962 $3.07M 0.04% -2,216 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 32,018 shares; 2025Q1: 35,781 shares; 2025Q2: 38,942 shares; 2025Q3: 34,546 shares; 2025Q4: 34,422 shares 34,422 $3.06M 0.04% -124 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares 4 $3.02M 0.04% -1 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,150 shares; 2024Q4: 50,935 shares; 2025Q1: 52,106 shares; 2025Q2: 61,758 shares; 2025Q3: 62,225 shares; 2025Q4: 61,220 shares 61,220 $3.01M 0.04% -1,005 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,716 shares; 2024Q4: 23,285 shares; 2025Q1: 28,557 shares; 2025Q2: 28,617 shares; 2025Q3: 30,637 shares; 2025Q4: 35,891 shares 35,891 $3M 0.04% +5,254 Timeline IPKW 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: 52,322 shares; 2025Q2: 57,762 shares; 2025Q3: 51,472 shares; 2025Q4: 53,994 shares 53,994 $3M 0.04% +2,522 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,962 shares; 2024Q4: 15,592 shares; 2025Q1: 17,159 shares; 2025Q2: 17,725 shares; 2025Q3: 27,408 shares; 2025Q4: 39,049 shares 39,049 $2.99M 0.04% +11,641 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: 75,337 shares; 2024Q4: 29,548 shares; 2025Q1: 26,341 shares; 2025Q2: 28,920 shares; 2025Q3: 28,698 shares; 2025Q4: 49,807 shares 49,807 $2.98M 0.04% +21,109 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,451 shares; 2024Q4: 54,128 shares; 2025Q1: 71,428 shares; 2025Q2: 78,527 shares; 2025Q3: 63,352 shares; 2025Q4: 62,272 shares 62,272 $2.98M 0.04% -1,080 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,890 shares; 2024Q4: 43,980 shares; 2025Q1: 42,396 shares; 2025Q2: 55,641 shares; 2025Q3: 57,352 shares; 2025Q4: 84,170 shares 84,170 $2.95M 0.04% +26,818 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: 3,534 shares; 2024Q4: 5,813 shares; 2025Q1: 3,598 shares; 2025Q2: 3,738 shares; 2025Q3: 3,798 shares; 2025Q4: 7,904 shares 7,904 $2.95M 0.04% +4,106 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: 29,926 shares; 2024Q4: 30,048 shares; 2025Q1: 27,575 shares; 2025Q2: 24,839 shares; 2025Q3: 25,612 shares; 2025Q4: 37,775 shares 37,775 $2.93M 0.04% +12,163 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,816 shares; 2024Q4: 25,708 shares; 2025Q1: 26,240 shares; 2025Q2: 27,006 shares; 2025Q3: 28,008 shares; 2025Q4: 29,925 shares 29,925 $2.93M 0.04% +1,917 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,164 shares; 2024Q4: 36,672 shares; 2025Q1: 36,373 shares; 2025Q2: 35,891 shares; 2025Q3: 45,477 shares; 2025Q4: 34,756 shares 34,756 $2.91M 0.04% -10,721 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,070 shares; 2025Q2: 33,295 shares; 2025Q3: 37,113 shares; 2025Q4: 83,054 shares 83,054 $2.88M 0.04% +45,941 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,042 shares; 2024Q4: 18,084 shares; 2025Q1: 12,260 shares; 2025Q2: 10,804 shares; 2025Q3: 9,597 shares; 2025Q4: 29,713 shares 29,713 $2.88M 0.04% +20,116 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: 34,644 shares; 2024Q4: 33,470 shares; 2025Q1: 34,972 shares; 2025Q2: 37,129 shares; 2025Q3: 37,265 shares; 2025Q4: 36,576 shares 36,576 $2.84M 0.04% -689 Timeline OUSM 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: 79,620 shares; 2024Q4: 80,413 shares; 2025Q1: 81,704 shares; 2025Q2: 91,505 shares; 2025Q3: 67,504 shares; 2025Q4: 64,759 shares 64,759 $2.83M 0.04% -2,745 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 6,035 shares; 2025Q1: 6,672 shares; 2025Q2: 7,443 shares; 2025Q3: 7,753 shares; 2025Q4: 8,051 shares 8,051 $2.82M 0.04% +298 Timeline PBUS 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: 24,984 shares; 2025Q2: 31,299 shares; 2025Q3: 44,076 shares; 2025Q4: 41,211 shares 41,211 $2.82M 0.04% -2,865 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: 40,087 shares; 2024Q4: 35,765 shares; 2025Q1: 36,517 shares; 2025Q2: 37,333 shares; 2025Q3: 37,429 shares; 2025Q4: 37,776 shares 37,776 $2.8M 0.03% +347 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: 48,230 shares; 2024Q4: 51,399 shares; 2025Q1: 46,304 shares; 2025Q2: 19,749 shares; 2025Q3: 19,653 shares; 2025Q4: 19,681 shares 19,681 $2.8M 0.03% +28 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,844 shares; 2024Q4: 24,054 shares; 2025Q1: 24,410 shares; 2025Q2: 23,839 shares; 2025Q3: 16,626 shares; 2025Q4: 11,290 shares 11,290 $2.79M 0.03% -5,336 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,922 shares; 2024Q4: 28,117 shares; 2025Q1: 28,984 shares; 2025Q2: 30,012 shares; 2025Q3: 34,365 shares; 2025Q4: 33,704 shares 33,704 $2.78M 0.03% -661 Timeline FUMB 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: 12,441 shares; 2024Q4: 13,464 shares; 2025Q1: 18,685 shares; 2025Q2: 68,512 shares; 2025Q3: 100,902 shares; 2025Q4: 137,400 shares 137,400 $2.76M 0.03% +36,498 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 32,075 shares; 2025Q1: 29,892 shares; 2025Q2: 31,791 shares; 2025Q3: 35,987 shares; 2025Q4: 36,708 shares 36,708 $2.75M 0.03% +721 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,456 shares; 2025Q2: 62,869 shares; 2025Q3: 64,412 shares; 2025Q4: 66,433 shares 66,433 $2.74M 0.03% +2,021 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,505 shares; 2025Q3: 69,104 shares; 2025Q4: 75,106 shares 75,106 $2.73M 0.03% +6,002 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,062 shares; 2024Q4: 10,999 shares; 2025Q1: 11,839 shares; 2025Q2: 12,912 shares; 2025Q3: 16,768 shares; 2025Q4: 14,689 shares 14,689 $2.73M 0.03% -2,079 Timeline JCPI 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: 42,506 shares; 2024Q4: 49,050 shares; 2025Q1: 52,012 shares; 2025Q2: 53,101 shares; 2025Q3: 54,616 shares; 2025Q4: 56,079 shares 56,079 $2.7M 0.03% +1,463 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,205 shares; 2024Q4: 43,903 shares; 2025Q1: 79,827 shares; 2025Q2: 87,051 shares; 2025Q3: 101,650 shares; 2025Q4: 120,808 shares 120,808 $2.7M 0.03% +19,158 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: 13,427 shares; 2024Q4: 13,841 shares; 2025Q1: 14,052 shares; 2025Q2: 10,789 shares; 2025Q3: 10,806 shares; 2025Q4: 10,731 shares 10,731 $2.7M 0.03% -75 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: 10,698 shares; 2024Q4: 9,122 shares; 2025Q1: 9,395 shares; 2025Q2: 59,832 shares; 2025Q3: 59,434 shares; 2025Q4: 58,779 shares 58,779 $2.69M 0.03% -655 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: 14,939 shares; 2024Q4: 22,333 shares; 2025Q1: 32,315 shares; 2025Q2: 38,777 shares; 2025Q3: 53,236 shares; 2025Q4: 50,897 shares 50,897 $2.69M 0.03% -2,339 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,435 shares; 2024Q4: 66,474 shares; 2025Q1: 76,803 shares; 2025Q2: 70,645 shares; 2025Q3: 52,108 shares; 2025Q4: 45,802 shares 45,802 $2.67M 0.03% -6,306 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,539 shares; 2024Q4: 25,547 shares; 2025Q1: 28,196 shares; 2025Q2: 27,671 shares; 2025Q3: 27,681 shares; 2025Q4: 26,643 shares 26,643 $2.66M 0.03% -1,038 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,412 shares; 2025Q1: 5,518 shares; 2025Q2: 5,611 shares; 2025Q3: 5,864 shares; 2025Q4: 4,581 shares 4,581 $2.66M 0.03% -1,283 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: 71,292 shares; 2024Q4: 79,986 shares; 2025Q1: 88,297 shares; 2025Q2: 92,699 shares; 2025Q3: 59,813 shares; 2025Q4: 53,022 shares 53,022 $2.65M 0.03% -6,791 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,094 shares; 2025Q3: 28,498 shares; 2025Q4: 36,934 shares 36,934 $2.64M 0.03% +8,436 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: 17,089 shares; 2024Q4: 15,445 shares; 2025Q1: 25,040 shares; 2025Q2: 27,897 shares; 2025Q3: 27,121 shares; 2025Q4: 28,709 shares 28,709 $2.64M 0.03% +1,588 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: 4,259 shares; 2024Q4: 4,578 shares; 2025Q1: 3,855 shares; 2025Q2: 3,422 shares; 2025Q3: 2,330 shares; 2025Q4: 3,213 shares 3,213 $2.64M 0.03% +883 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 33,695 shares; 2025Q1: 34,145 shares; 2025Q2: 34,422 shares; 2025Q3: 32,665 shares; 2025Q4: 35,649 shares 35,649 $2.63M 0.03% +2,984 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: 9,169 shares; 2024Q4: 10,475 shares; 2025Q1: 10,131 shares; 2025Q2: 12,044 shares; 2025Q3: 12,197 shares; 2025Q4: 10,615 shares 10,615 $2.61M 0.03% -1,582 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,169 shares; 2024Q4: 78,680 shares; 2025Q1: 81,819 shares; 2025Q2: 88,356 shares; 2025Q3: 87,904 shares; 2025Q4: 86,140 shares 86,140 $2.6M 0.03% -1,764 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,381 shares; 2024Q4: 36,920 shares; 2025Q1: 36,376 shares; 2025Q2: 36,567 shares; 2025Q3: 35,828 shares; 2025Q4: 35,109 shares 35,109 $2.58M 0.03% -719 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: 44,044 shares; 2024Q4: 49,153 shares; 2025Q1: 50,301 shares; 2025Q2: 54,048 shares; 2025Q3: 55,834 shares; 2025Q4: 52,147 shares 52,147 $2.56M 0.03% -3,687 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: 9,753 shares; 2024Q4: 12,332 shares; 2025Q1: 12,058 shares; 2025Q2: 11,670 shares; 2025Q3: 12,672 shares; 2025Q4: 12,218 shares 12,218 $2.56M 0.03% -454 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,859 shares; 2025Q2: 85,110 shares; 2025Q3: 97,753 shares; 2025Q4: 112,030 shares 112,030 $2.55M 0.03% +14,277 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: not reported; 2024Q4: 1,252 shares; 2025Q1: 1,776 shares; 2025Q2: 3,243 shares; 2025Q3: 4,601 shares; 2025Q4: 6,525 shares 6,525 $2.54M 0.03% +1,924 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: 11,348 shares; 2024Q4: 11,326 shares; 2025Q1: 51,919 shares; 2025Q2: 81,953 shares; 2025Q3: 81,303 shares; 2025Q4: 122,815 shares 122,815 $2.53M 0.03% +41,512 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: 44,334 shares; 2024Q4: 27,240 shares; 2025Q1: 27,048 shares; 2025Q2: 27,603 shares; 2025Q3: 28,295 shares; 2025Q4: 27,610 shares 27,610 $2.52M 0.03% -685 Timeline DBEM 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: 118,782 shares; 2024Q4: 185,301 shares; 2025Q1: 141,986 shares; 2025Q2: 120,988 shares; 2025Q3: 88,004 shares; 2025Q4: 79,052 shares 79,052 $2.52M 0.03% -8,952 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: 26,033 shares; 2024Q4: 28,203 shares; 2025Q1: 26,280 shares; 2025Q2: 26,566 shares; 2025Q3: 44,519 shares; 2025Q4: 45,858 shares 45,858 $2.51M 0.03% +1,339 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: not reported; 2024Q4: 25,514 shares; 2025Q1: 28,334 shares; 2025Q2: 29,358 shares; 2025Q3: 30,492 shares; 2025Q4: 52,489 shares 52,489 $2.51M 0.03% +21,997 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,701 shares; 2024Q4: 23,323 shares; 2025Q1: 23,176 shares; 2025Q2: 21,243 shares; 2025Q3: 21,809 shares; 2025Q4: 27,091 shares 27,091 $2.5M 0.03% +5,282 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,644 shares; 2025Q1: 5,659 shares; 2025Q2: 7,133 shares; 2025Q3: 6,782 shares; 2025Q4: 8,967 shares 8,967 $2.5M 0.03% +2,185 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,847 shares; 2024Q4: 18,693 shares; 2025Q1: 19,153 shares; 2025Q2: 18,262 shares; 2025Q3: 16,764 shares; 2025Q4: 38,205 shares 38,205 $2.5M 0.03% +21,441 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: 4,889 shares; 2024Q4: 7,522 shares; 2025Q1: 9,060 shares; 2025Q2: 5,853 shares; 2025Q3: 6,213 shares; 2025Q4: 8,553 shares 8,553 $2.48M 0.03% +2,340 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,198 shares; 2025Q1: 12,202 shares; 2025Q2: 17,478 shares; 2025Q3: 17,564 shares; 2025Q4: 16,370 shares 16,370 $2.46M 0.03% -1,194 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: 127,604 shares; 2024Q4: 131,128 shares; 2025Q1: 133,679 shares; 2025Q2: 140,446 shares; 2025Q3: 143,411 shares; 2025Q4: 141,425 shares 141,425 $2.45M 0.03% -1,986 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: 22,193 shares; 2024Q4: 23,985 shares; 2025Q1: 22,522 shares; 2025Q2: 19,105 shares; 2025Q3: 18,685 shares; 2025Q4: 20,791 shares 20,791 $2.45M 0.03% +2,106 Timeline XMAR 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: 72,930 shares; 2024Q4: 72,374 shares; 2025Q1: 70,947 shares; 2025Q2: 66,879 shares; 2025Q3: 66,916 shares; 2025Q4: 61,274 shares 61,274 $2.45M 0.03% -5,642 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,186 shares; 2024Q4: 19,597 shares; 2025Q1: 22,363 shares; 2025Q2: 20,421 shares; 2025Q3: 18,343 shares; 2025Q4: 16,626 shares 16,626 $2.44M 0.03% -1,717 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: 3,135 shares; 2024Q4: 15,893 shares; 2025Q1: 15,695 shares; 2025Q2: 17,339 shares; 2025Q3: 12,548 shares; 2025Q4: 13,148 shares 13,148 $2.43M 0.03% +600 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: 10,793 shares; 2024Q4: 12,145 shares; 2025Q1: 14,813 shares; 2025Q2: 13,512 shares; 2025Q3: 15,554 shares; 2025Q4: 15,572 shares 15,572 $2.42M 0.03% +18 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: 4,457 shares; 2024Q4: 5,711 shares; 2025Q1: 2,782 shares; 2025Q2: 4,041 shares; 2025Q3: 4,564 shares; 2025Q4: 4,717 shares 4,717 $2.41M 0.03% +153 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: 64,669 shares; 2024Q4: 67,139 shares; 2025Q1: 65,894 shares; 2025Q2: 43,523 shares; 2025Q3: 43,455 shares; 2025Q4: 51,690 shares 51,690 $2.41M 0.03% +8,235 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,165 shares; 2024Q4: 23,708 shares; 2025Q1: 27,386 shares; 2025Q2: 35,693 shares; 2025Q3: 38,277 shares; 2025Q4: 59,471 shares 59,471 $2.4M 0.03% +21,194 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,231 shares; 2024Q4: 44,129 shares; 2025Q1: 42,191 shares; 2025Q2: 38,913 shares; 2025Q3: 37,916 shares; 2025Q4: 38,027 shares 38,027 $2.39M 0.03% +111 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 18,034 shares; 2025Q1: 18,713 shares; 2025Q2: 20,188 shares; 2025Q3: 21,333 shares; 2025Q4: 22,544 shares 22,544 $2.38M 0.03% +1,211 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,193 shares; 2025Q1: 54,780 shares; 2025Q2: 55,948 shares; 2025Q3: 56,771 shares; 2025Q4: 61,549 shares 61,549 $2.37M 0.03% +4,778 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,863 shares; 2025Q2: 17,774 shares; 2025Q3: 12,313 shares; 2025Q4: 16,390 shares 16,390 $2.36M 0.03% +4,077 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,722 shares; 2024Q4: 17,352 shares; 2025Q1: 20,019 shares; 2025Q2: 20,894 shares; 2025Q3: 17,549 shares; 2025Q4: 17,290 shares 17,290 $2.35M 0.03% -259 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 6,432 shares; 2025Q2: 6,709 shares; 2025Q3: not reported; 2025Q4: 45,873 shares 45,873 $2.34M 0.03% new 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: 12,963 shares; 2024Q4: 13,271 shares; 2025Q1: 13,340 shares; 2025Q2: 11,883 shares; 2025Q3: 10,287 shares; 2025Q4: 6,694 shares 6,694 $2.34M 0.03% -3,593 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,593 shares; 2025Q3: 50,079 shares; 2025Q4: 54,976 shares 54,976 $2.34M 0.03% +4,897 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,953 shares; 2025Q1: 4,269 shares; 2025Q2: 3,735 shares; 2025Q3: 3,250 shares; 2025Q4: 4,763 shares 4,763 $2.34M 0.03% +1,513 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: 61,224 shares; 2024Q4: 63,725 shares; 2025Q1: 34,477 shares; 2025Q2: 29,068 shares; 2025Q3: 38,254 shares; 2025Q4: 48,309 shares 48,309 $2.33M 0.03% +10,055 Timeline IDOG 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: 58,136 shares; 2024Q4: 67,925 shares; 2025Q1: 64,168 shares; 2025Q2: 64,342 shares; 2025Q3: 61,568 shares; 2025Q4: 60,285 shares 60,285 $2.32M 0.03% -1,283 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,492 shares; 2024Q4: 160,130 shares; 2025Q1: 137,730 shares; 2025Q2: 172,915 shares; 2025Q3: 171,289 shares; 2025Q4: 174,737 shares 174,737 $2.32M 0.03% +3,448 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 4,861 shares; 2025Q1: 7,209 shares; 2025Q2: 8,353 shares; 2025Q3: 8,251 shares; 2025Q4: 13,424 shares 13,424 $2.31M 0.03% +5,173 Timeline