MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,834,096 shares; 2024Q4: 6,048,838 shares; 2025Q1: 6,059,656 shares; 2025Q2: 8,139,056 shares; 2025Q3: 6,586,811 shares; 2025Q4: 7,140,337 shares 7,140,337 $219M 3.16% +553,526 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: 549,386 shares; 2024Q4: 576,996 shares; 2025Q1: 716,147 shares; 2025Q2: 551,862 shares; 2025Q3: 548,810 shares; 2025Q4: 715,940 shares 715,940 $195M 2.8% +167,130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,896 shares; 2024Q4: 920,299 shares; 2025Q1: 987,285 shares; 2025Q2: 963,146 shares; 2025Q3: 955,736 shares; 2025Q4: 966,956 shares 966,956 $180M 2.6% +11,220 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: 442,319 shares; 2024Q4: 1,283,008 shares; 2025Q1: 1,279,544 shares; 2025Q2: 1,354,081 shares; 2025Q3: 1,386,615 shares; 2025Q4: 1,507,349 shares 1,507,349 $161M 2.32% +120,734 Timeline MAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,896,081 shares; 2024Q4: 4,910,530 shares; 2025Q1: 5,378,106 shares; 2025Q2: 5,529,997 shares; 2025Q3: 5,992,210 shares; 2025Q4: 6,278,529 shares 6,278,529 $150M 2.16% +286,319 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: 947,014 shares; 2024Q4: 1,286,651 shares; 2025Q1: 1,275,465 shares; 2025Q2: 1,594,509 shares; 2025Q3: 1,192,992 shares; 2025Q4: 1,288,980 shares 1,288,980 $129M 1.86% +95,988 Timeline MBCE NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113,306 shares; 2024Q4: 3,041,756 shares; 2025Q1: 2,803,995 shares; 2025Q2: 2,868,616 shares; 2025Q3: 3,136,438 shares; 2025Q4: 3,374,521 shares 3,374,521 $125M 1.8% +238,083 Timeline MVFG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995,029 shares; 2024Q4: 2,176,149 shares; 2025Q1: 3,248,669 shares; 2025Q2: 3,471,118 shares; 2025Q3: 3,809,675 shares; 2025Q4: 3,942,453 shares 3,942,453 $122M 1.76% +132,778 Timeline MSSS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087,068 shares; 2024Q4: 3,866,520 shares; 2025Q1: 3,811,620 shares; 2025Q2: 3,055,184 shares; 2025Q3: 3,850,206 shares; 2025Q4: 3,778,191 shares 3,778,191 $114M 1.65% -72,015 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: 210,505 shares; 2024Q4: 212,613 shares; 2025Q1: 215,087 shares; 2025Q2: 213,848 shares; 2025Q3: 292,145 shares; 2025Q4: 230,733 shares 230,733 $112M 1.61% -61,412 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,028 shares; 2024Q4: 2,881,509 shares; 2025Q1: 2,721,082 shares; 2025Q2: 2,750,028 shares; 2025Q3: 3,016,513 shares; 2025Q4: 3,358,644 shares 3,358,644 $96.9M 1.4% +342,131 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: 477,074 shares; 2024Q4: 495,631 shares; 2025Q1: 526,608 shares; 2025Q2: 373,233 shares; 2025Q3: 367,567 shares; 2025Q4: 386,101 shares 386,101 $89.1M 1.28% +18,534 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: 88,624 shares; 2024Q4: 91,096 shares; 2025Q1: 96,759 shares; 2025Q2: 106,019 shares; 2025Q3: 122,224 shares; 2025Q4: 137,067 shares 137,067 $86M 1.24% +14,843 Timeline MVFD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868,039 shares; 2024Q4: 1,949,205 shares; 2025Q1: 2,665,174 shares; 2025Q2: 2,672,236 shares; 2025Q3: 2,761,615 shares; 2025Q4: 2,897,902 shares 2,897,902 $81.7M 1.18% +136,287 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: 54,679 shares; 2024Q4: 63,845 shares; 2025Q1: 69,445 shares; 2025Q2: 72,284 shares; 2025Q3: 83,395 shares; 2025Q4: 70,603 shares 70,603 $75.9M 1.09% -12,792 Timeline SFLR 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: 171,922 shares; 2024Q4: 351,521 shares; 2025Q1: 1,561,728 shares; 2025Q2: 1,684,463 shares; 2025Q3: 1,760,405 shares; 2025Q4: 1,886,697 shares 1,886,697 $69.5M 1% +126,292 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: 210,792 shares; 2024Q4: 232,266 shares; 2025Q1: 250,218 shares; 2025Q2: 206,343 shares; 2025Q3: 211,743 shares; 2025Q4: 217,752 shares 217,752 $67.1M 0.97% +6,009 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: 98,920 shares; 2024Q4: 98,052 shares; 2025Q1: 98,747 shares; 2025Q2: 105,819 shares; 2025Q3: 102,364 shares; 2025Q4: 104,397 shares 104,397 $64.1M 0.92% +2,033 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,198,133 shares; 2025Q1: 2,054,045 shares; 2025Q2: 2,082,333 shares; 2025Q3: 2,312,282 shares; 2025Q4: 2,482,110 shares 2,482,110 $63.9M 0.92% +169,828 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: 96,905 shares; 2024Q4: 100,160 shares; 2025Q1: 98,038 shares; 2025Q2: 501,237 shares; 2025Q3: 114,977 shares; 2025Q4: 549,008 shares 549,008 $61.2M 0.88% +434,031 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: 50,933 shares; 2024Q4: 54,062 shares; 2025Q1: 20,934 shares; 2025Q2: 51,373 shares; 2025Q3: 60,736 shares; 2025Q4: 66,282 shares 66,282 $57.2M 0.82% +5,546 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: 66,890 shares; 2024Q4: 69,356 shares; 2025Q1: 74,306 shares; 2025Q2: 252,713 shares; 2025Q3: 277,713 shares; 2025Q4: 320,414 shares 320,414 $55.6M 0.8% +42,701 Timeline MDPL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288,812 shares; 2024Q4: 2,304,331 shares; 2025Q1: 2,119,674 shares; 2025Q2: 2,136,511 shares; 2025Q3: 2,050,368 shares; 2025Q4: 2,059,198 shares 2,059,198 $55.3M 0.8% +8,830 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: 68,959 shares; 2024Q4: 76,182 shares; 2025Q1: 85,188 shares; 2025Q2: 80,453 shares; 2025Q3: 88,835 shares; 2025Q4: 96,807 shares 96,807 $55.3M 0.8% +7,972 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: 7,864 shares; 2024Q4: 8,288 shares; 2025Q1: 9,353 shares; 2025Q2: 11,677 shares; 2025Q3: 11,381 shares; 2025Q4: 224,488 shares 224,488 $54.4M 0.78% +213,107 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: 174,665 shares; 2024Q4: 214,671 shares; 2025Q1: 217,262 shares; 2025Q2: 235,142 shares; 2025Q3: 181,191 shares; 2025Q4: 360,750 shares 360,750 $51.9M 0.75% +179,559 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: 2,178 shares; 2024Q4: 1,884 shares; 2025Q1: 657 shares; 2025Q2: 630 shares; 2025Q3: 8,229 shares; 2025Q4: 9,280 shares 9,280 $49.7M 0.72% +1,051 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: 117,134 shares; 2024Q4: 135,694 shares; 2025Q1: 140,080 shares; 2025Q2: 138,106 shares; 2025Q3: 147,031 shares; 2025Q4: 156,177 shares 156,177 $48.9M 0.7% +9,146 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: 53,191 shares; 2024Q4: 48,694 shares; 2025Q1: 52,632 shares; 2025Q2: 42,972 shares; 2025Q3: 46,111 shares; 2025Q4: 516,210 shares 516,210 $48.4M 0.7% +470,099 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: 89,189 shares; 2024Q4: 16,179 shares; 2025Q1: 15,465 shares; 2025Q2: 14,347 shares; 2025Q3: 28,531 shares; 2025Q4: 758,707 shares 758,707 $48.3M 0.7% +730,176 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: 432,620 shares; 2024Q4: 29,548 shares; 2025Q1: 26,835 shares; 2025Q2: 28,511 shares; 2025Q3: 568,102 shares; 2025Q4: 1,131,705 shares 1,131,705 $48.3M 0.7% +563,603 Timeline JAJL 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: 17,550 shares; 2024Q4: 16,553 shares; 2025Q1: 1,356,308 shares; 2025Q2: 1,572,987 shares; 2025Q3: 1,560,730 shares; 2025Q4: 1,592,645 shares 1,592,645 $46.3M 0.67% +31,915 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: 736,429 shares; 2024Q4: 449,600 shares; 2025Q1: 351,408 shares; 2025Q2: 420,328 shares; 2025Q3: 1,097,078 shares; 2025Q4: 1,145,212 shares 1,145,212 $46.2M 0.67% +48,134 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: 118,095 shares; 2024Q4: 122,378 shares; 2025Q1: 124,173 shares; 2025Q2: 125,058 shares; 2025Q3: 132,443 shares; 2025Q4: 138,806 shares 138,806 $44.7M 0.64% +6,363 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: 97,869 shares; 2024Q4: 111,802 shares; 2025Q1: 113,531 shares; 2025Q2: 114,236 shares; 2025Q3: 114,554 shares; 2025Q4: 119,011 shares 119,011 $41.2M 0.59% +4,457 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: 43,340 shares; 2024Q4: 41,006 shares; 2025Q1: 41,591 shares; 2025Q2: 42,522 shares; 2025Q3: 38,151 shares; 2025Q4: 53,318 shares 53,318 $36.4M 0.52% +15,167 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: 469,900 shares; 2024Q4: 359,676 shares; 2025Q1: 360,502 shares; 2025Q2: 347,422 shares; 2025Q3: 489,655 shares; 2025Q4: 447,028 shares 447,028 $36.3M 0.52% -42,627 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 319,075 shares; 2025Q1: 338,776 shares; 2025Q2: 371,844 shares; 2025Q3: 384,490 shares; 2025Q4: 430,915 shares 430,915 $35.6M 0.51% +46,425 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: 235,711 shares; 2024Q4: 198,258 shares; 2025Q1: 230,036 shares; 2025Q2: 218,069 shares; 2025Q3: 332,891 shares; 2025Q4: 368,024 shares 368,024 $35.4M 0.51% +35,133 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: 182,046 shares; 2024Q4: 194,080 shares; 2025Q1: 183,595 shares; 2025Q2: 278,183 shares; 2025Q3: 233,518 shares; 2025Q4: 226,282 shares 226,282 $35M 0.5% -7,236 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: 34,261 shares; 2024Q4: 32,396 shares; 2025Q1: 30,879 shares; 2025Q2: 31,377 shares; 2025Q3: 52,759 shares; 2025Q4: 69,454 shares 69,454 $33.9M 0.49% +16,695 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: 1,653,091 shares; 2024Q4: 176,790 shares; 2025Q1: 351,453 shares; 2025Q2: 533,353 shares; 2025Q3: 845,829 shares; 2025Q4: 1,007,223 shares 1,007,223 $33.8M 0.49% +161,394 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,766 shares; 2024Q4: 42,023 shares; 2025Q1: 94,478 shares; 2025Q2: 34,887 shares; 2025Q3: 96,706 shares; 2025Q4: 50,843 shares 50,843 $33.6M 0.48% -45,863 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: 326,982 shares; 2024Q4: 258,594 shares; 2025Q1: 203,972 shares; 2025Q2: 238,902 shares; 2025Q3: 387,909 shares; 2025Q4: 421,276 shares 421,276 $32.7M 0.47% +33,367 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,407 shares; 2024Q4: 13,928 shares; 2025Q1: 13,153 shares; 2025Q2: 12,911 shares; 2025Q3: 327,719 shares; 2025Q4: 703,326 shares 703,326 $31.9M 0.46% +375,607 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: 344,701 shares; 2024Q4: 330,667 shares; 2025Q1: 380,496 shares; 2025Q2: 379,648 shares; 2025Q3: 334,421 shares; 2025Q4: 161,460 shares 161,460 $31.5M 0.45% -172,961 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: 30,993 shares; 2024Q4: 33,723 shares; 2025Q1: 90,583 shares; 2025Q2: 152,084 shares; 2025Q3: 125,136 shares; 2025Q4: 124,358 shares 124,358 $31.5M 0.45% -778 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: 83,990 shares; 2024Q4: 84,888 shares; 2025Q1: 85,788 shares; 2025Q2: 85,674 shares; 2025Q3: 86,214 shares; 2025Q4: 92,798 shares 92,798 $29.1M 0.42% +6,584 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: 505,391 shares; 2024Q4: 459,743 shares; 2025Q1: 413,615 shares; 2025Q2: 394,678 shares; 2025Q3: 386,080 shares; 2025Q4: 441,535 shares 441,535 $26.5M 0.38% +55,455 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,485 shares; 2024Q4: 1,629,613 shares; 2025Q1: 542,393 shares; 2025Q2: 497,538 shares; 2025Q3: 502,892 shares; 2025Q4: 514,676 shares 514,676 $25.7M 0.37% +11,784 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: 123,557 shares; 2024Q4: 129,755 shares; 2025Q1: 222,655 shares; 2025Q2: 258,350 shares; 2025Q3: 287,396 shares; 2025Q4: 264,593 shares 264,593 $24.2M 0.35% -22,803 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: 43,808 shares; 2024Q4: 49,001 shares; 2025Q1: 47,534 shares; 2025Q2: 49,526 shares; 2025Q3: 50,669 shares; 2025Q4: 52,714 shares 52,714 $23.7M 0.34% +2,045 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: 63,979 shares; 2024Q4: 79,919 shares; 2025Q1: 65,645 shares; 2025Q2: 63,677 shares; 2025Q3: 63,809 shares; 2025Q4: 65,529 shares 65,529 $22.5M 0.32% +1,720 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: 58,578 shares; 2024Q4: 46,498 shares; 2025Q1: 42,826 shares; 2025Q2: 42,868 shares; 2025Q3: 43,049 shares; 2025Q4: 44,336 shares 44,336 $22.3M 0.32% +1,287 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: 38,438 shares; 2024Q4: 38,838 shares; 2025Q1: 48,950 shares; 2025Q2: 49,466 shares; 2025Q3: 58,692 shares; 2025Q4: 56,090 shares 56,090 $22.2M 0.32% -2,602 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: 152,256 shares; 2024Q4: 142,365 shares; 2025Q1: 75,976 shares; 2025Q2: 95,885 shares; 2025Q3: 119,364 shares; 2025Q4: 106,847 shares 106,847 $22.1M 0.32% -12,517 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: 10,823 shares; 2024Q4: 30,481 shares; 2025Q1: 48,118 shares; 2025Q2: 49,021 shares; 2025Q3: 361,444 shares; 2025Q4: 416,924 shares 416,924 $22M 0.32% +55,480 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: 84,665 shares; 2024Q4: 84,571 shares; 2025Q1: 85,246 shares; 2025Q2: 84,423 shares; 2025Q3: 89,403 shares; 2025Q4: 96,734 shares 96,734 $21.3M 0.31% +7,331 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,110 shares; 2024Q4: 257,553 shares; 2025Q1: 286,589 shares; 2025Q2: 297,557 shares; 2025Q3: 210,715 shares; 2025Q4: 222,473 shares 222,473 $21.2M 0.31% +11,758 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: 31,694 shares; 2024Q4: 67,085 shares; 2025Q1: 85,247 shares; 2025Q2: 89,015 shares; 2025Q3: 254,573 shares; 2025Q4: 346,131 shares 346,131 $21M 0.3% +91,558 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: 133,698 shares; 2024Q4: 148,178 shares; 2025Q1: 60,250 shares; 2025Q2: 56,082 shares; 2025Q3: 57,398 shares; 2025Q4: 59,947 shares 59,947 $21M 0.3% +2,549 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: 146,994 shares; 2024Q4: 99,787 shares; 2025Q1: 107,162 shares; 2025Q2: 113,001 shares; 2025Q3: 232,606 shares; 2025Q4: 239,103 shares 239,103 $20.8M 0.3% +6,497 Timeline BAB 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: 469,941 shares; 2024Q4: 297,313 shares; 2025Q1: 327,569 shares; 2025Q2: 340,868 shares; 2025Q3: 713,285 shares; 2025Q4: 758,986 shares 758,986 $20.6M 0.3% +45,701 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: 248,588 shares; 2024Q4: 256,364 shares; 2025Q1: 259,509 shares; 2025Q2: 260,687 shares; 2025Q3: 260,083 shares; 2025Q4: 358,783 shares 358,783 $20.4M 0.29% +98,700 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: 133,211 shares; 2024Q4: 144,843 shares; 2025Q1: 142,313 shares; 2025Q2: 147,223 shares; 2025Q3: 153,471 shares; 2025Q4: 166,995 shares 166,995 $20.1M 0.29% +13,524 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: 50,952 shares; 2024Q4: 53,366 shares; 2025Q1: 52,204 shares; 2025Q2: 130,169 shares; 2025Q3: 344,643 shares; 2025Q4: 454,659 shares 454,659 $19.8M 0.29% +110,016 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,964 shares; 2025Q4: 574,836 shares 574,836 $19.8M 0.29% +324,872 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: 56,987 shares; 2024Q4: 58,232 shares; 2025Q1: 60,229 shares; 2025Q2: 57,922 shares; 2025Q3: 59,199 shares; 2025Q4: 64,311 shares 64,311 $19.7M 0.28% +5,112 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: 22,740 shares; 2024Q4: 23,045 shares; 2025Q1: 35,052 shares; 2025Q2: 35,331 shares; 2025Q3: 35,292 shares; 2025Q4: 54,499 shares 54,499 $19.6M 0.28% +19,207 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: 139,022 shares; 2024Q4: 146,685 shares; 2025Q1: 149,148 shares; 2025Q2: 137,072 shares; 2025Q3: 165,924 shares; 2025Q4: 282,203 shares 282,203 $19.6M 0.28% +116,279 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: 41,754 shares; 2024Q4: 29,649 shares; 2025Q1: 22,774 shares; 2025Q2: 24,950 shares; 2025Q3: 26,425 shares; 2025Q4: 28,094 shares 28,094 $19.2M 0.28% +1,669 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: 113,964 shares; 2024Q4: 211,191 shares; 2025Q1: 229,376 shares; 2025Q2: 236,571 shares; 2025Q3: 161,715 shares; 2025Q4: 170,385 shares 170,385 $18.8M 0.27% +8,670 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: 48,172 shares; 2024Q4: 55,504 shares; 2025Q1: 49,961 shares; 2025Q2: 48,705 shares; 2025Q3: 77,500 shares; 2025Q4: 96,437 shares 96,437 $18.4M 0.27% +18,937 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: 28,405 shares; 2024Q4: 29,216 shares; 2025Q1: 29,813 shares; 2025Q2: 32,209 shares; 2025Q3: 40,003 shares; 2025Q4: 43,787 shares 43,787 $18.1M 0.26% +3,784 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: 50,364 shares; 2024Q4: 76,176 shares; 2025Q1: 77,496 shares; 2025Q2: 62,720 shares; 2025Q3: 84,296 shares; 2025Q4: 74,476 shares 74,476 $18M 0.26% -9,820 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: 97,725 shares; 2024Q4: 103,813 shares; 2025Q1: 133,093 shares; 2025Q2: 161,199 shares; 2025Q3: 242,694 shares; 2025Q4: 300,051 shares 300,051 $17.4M 0.25% +57,357 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: 115,187 shares; 2024Q4: 105,085 shares; 2025Q1: 103,544 shares; 2025Q2: 121,273 shares; 2025Q3: 109,038 shares; 2025Q4: 114,215 shares 114,215 $17.4M 0.25% +5,177 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: 345,225 shares; 2024Q4: 195,056 shares; 2025Q1: 203,453 shares; 2025Q2: 172,515 shares; 2025Q3: 217,170 shares; 2025Q4: 156,956 shares 156,956 $16.5M 0.24% -60,214 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: 244,904 shares; 2024Q4: 226,691 shares; 2025Q1: 203,354 shares; 2025Q2: 199,588 shares; 2025Q3: 195,229 shares; 2025Q4: 191,676 shares 191,676 $16.5M 0.24% -3,553 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: 74,101 shares; 2024Q4: 68,602 shares; 2025Q1: 68,689 shares; 2025Q2: 70,123 shares; 2025Q3: 70,947 shares; 2025Q4: 71,830 shares 71,830 $16.4M 0.24% +883 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,461 shares; 2024Q4: 138,056 shares; 2025Q1: 119,821 shares; 2025Q2: 116,224 shares; 2025Q3: 111,657 shares; 2025Q4: 102,547 shares 102,547 $16.4M 0.24% -9,110 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: 75,996 shares; 2024Q4: 72,505 shares; 2025Q1: 91,981 shares; 2025Q2: 117,721 shares; 2025Q3: 130,007 shares; 2025Q4: 235,918 shares 235,918 $16.4M 0.24% +105,911 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,302 shares; 2024Q4: 111,809 shares; 2025Q1: 109,382 shares; 2025Q2: 116,132 shares; 2025Q3: 121,742 shares; 2025Q4: 199,671 shares 199,671 $16M 0.23% +77,929 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,363 shares; 2024Q4: 206,678 shares; 2025Q1: 190,701 shares; 2025Q2: 161,199 shares; 2025Q3: 268,688 shares; 2025Q4: 252,479 shares 252,479 $15.7M 0.23% -16,209 Timeline KBWP 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: 58,537 shares; 2024Q4: 97,074 shares; 2025Q1: 96,703 shares; 2025Q2: 78,873 shares; 2025Q3: 133,586 shares; 2025Q4: 122,816 shares 122,816 $15.6M 0.23% -10,770 Timeline KIE 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: 120,376 shares; 2024Q4: 199,388 shares; 2025Q1: 194,753 shares; 2025Q2: 167,026 shares; 2025Q3: 277,176 shares; 2025Q4: 259,489 shares 259,489 $15.6M 0.22% -17,687 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: 1,065,402 shares; 2024Q4: 131,198 shares; 2025Q1: 109,010 shares; 2025Q2: 103,856 shares; 2025Q3: 102,023 shares; 2025Q4: 103,350 shares 103,350 $15.4M 0.22% +1,327 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: 90,955 shares; 2024Q4: 421,641 shares; 2025Q1: 462,769 shares; 2025Q2: 496,204 shares; 2025Q3: 503,878 shares; 2025Q4: 469,427 shares 469,427 $15.3M 0.22% -34,451 Timeline PBJ 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: 140,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347,923 shares; 2025Q4: 341,433 shares 341,433 $15.3M 0.22% -6,490 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,973 shares; 2024Q4: 228,913 shares; 2025Q1: 224,121 shares; 2025Q2: 207,002 shares; 2025Q3: 351,526 shares; 2025Q4: 317,384 shares 317,384 $15.2M 0.22% -34,142 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,089 shares; 2024Q4: 432,115 shares; 2025Q1: 495,671 shares; 2025Q2: 548,152 shares; 2025Q3: 605,320 shares; 2025Q4: 642,577 shares 642,577 $15.2M 0.22% +37,257 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,406 shares; 2024Q4: 5,680 shares; 2025Q1: 5,506 shares; 2025Q2: 5,513 shares; 2025Q3: 148,979 shares; 2025Q4: 156,586 shares 156,586 $15.1M 0.22% +7,607 Timeline XHB 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: 63,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,059 shares; 2025Q4: 145,338 shares 145,338 $15M 0.22% +5,279 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: 51,369 shares; 2024Q4: 55,240 shares; 2025Q1: 36,141 shares; 2025Q2: 36,662 shares; 2025Q3: 95,726 shares; 2025Q4: 86,769 shares 86,769 $14.8M 0.21% -8,957 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: 454,244 shares; 2024Q4: 436,612 shares; 2025Q1: 441,245 shares; 2025Q2: 442,884 shares; 2025Q3: 466,205 shares; 2025Q4: 479,439 shares 479,439 $14.5M 0.21% +13,234 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: 201,912 shares; 2024Q4: 192,204 shares; 2025Q1: 1,283,761 shares; 2025Q2: 173,840 shares; 2025Q3: 160,246 shares; 2025Q4: 144,050 shares 144,050 $14.5M 0.21% -16,196 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: 51,175 shares; 2024Q4: 61,082 shares; 2025Q1: 67,830 shares; 2025Q2: 86,286 shares; 2025Q3: 92,598 shares; 2025Q4: 100,000 shares 100,000 $14.4M 0.21% +7,402 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: 34,686 shares; 2024Q4: 50,943 shares; 2025Q1: 55,646 shares; 2025Q2: 41,073 shares; 2025Q3: 63,917 shares; 2025Q4: 79,346 shares 79,346 $14.1M 0.2% +15,429 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,649 shares; 2025Q3: 292,022 shares; 2025Q4: 299,583 shares 299,583 $13.8M 0.2% +7,561 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: 131,225 shares; 2024Q4: 134,117 shares; 2025Q1: 152,467 shares; 2025Q2: 165,489 shares; 2025Q3: 46,930 shares; 2025Q4: 51,240 shares 51,240 $13.6M 0.2% +4,310 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: 44,011 shares; 2024Q4: 43,836 shares; 2025Q1: 44,475 shares; 2025Q2: 44,622 shares; 2025Q3: 49,028 shares; 2025Q4: 49,532 shares 49,532 $13.4M 0.19% +504 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: 194,976 shares; 2024Q4: 217,996 shares; 2025Q1: 301,803 shares; 2025Q2: 356,626 shares; 2025Q3: 356,984 shares; 2025Q4: 233,880 shares 233,880 $13.4M 0.19% -123,104 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: 79,058 shares; 2024Q4: 80,492 shares; 2025Q1: 81,753 shares; 2025Q2: 83,716 shares; 2025Q3: 86,640 shares; 2025Q4: 93,321 shares 93,321 $13.4M 0.19% +6,681 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,649 shares; 2024Q4: 31,264 shares; 2025Q1: 36,326 shares; 2025Q2: 38,908 shares; 2025Q3: 493,632 shares; 2025Q4: 492,210 shares 492,210 $13.1M 0.19% -1,422 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: 3,014 shares; 2024Q4: 3,261 shares; 2025Q1: 2,659 shares; 2025Q2: 2,678 shares; 2025Q3: 33,937 shares; 2025Q4: 45,073 shares 45,073 $13M 0.19% +11,136 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,024 shares; 2024Q4: 4,729 shares; 2025Q1: 6,260 shares; 2025Q2: 146,860 shares; 2025Q3: 144,144 shares; 2025Q4: 155,219 shares 155,219 $12.9M 0.19% +11,075 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: 39,647 shares; 2024Q4: 25,966 shares; 2025Q1: 27,994 shares; 2025Q2: 29,651 shares; 2025Q3: 32,300 shares; 2025Q4: 38,407 shares 38,407 $12.9M 0.19% +6,107 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: 45,272 shares; 2024Q4: 48,586 shares; 2025Q1: 41,585 shares; 2025Q2: 40,251 shares; 2025Q3: 40,732 shares; 2025Q4: 37,812 shares 37,812 $12.4M 0.18% -2,920 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: 31,428 shares; 2024Q4: 33,824 shares; 2025Q1: 31,981 shares; 2025Q2: 30,799 shares; 2025Q3: 39,517 shares; 2025Q4: 42,400 shares 42,400 $12.3M 0.18% +2,883 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: 104,140 shares; 2024Q4: 422,621 shares; 2025Q1: 491,749 shares; 2025Q2: 536,291 shares; 2025Q3: 450,222 shares; 2025Q4: 441,969 shares 441,969 $12.1M 0.17% -8,253 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: 146,725 shares; 2024Q4: 226,662 shares; 2025Q1: 145,330 shares; 2025Q2: 149,014 shares; 2025Q3: 149,808 shares; 2025Q4: 150,113 shares 150,113 $12.1M 0.17% +305 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: 14,858 shares; 2024Q4: 24,844 shares; 2025Q1: 20,069 shares; 2025Q2: 16,535 shares; 2025Q3: 239,509 shares; 2025Q4: 251,027 shares 251,027 $11.7M 0.17% +11,518 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: 40,871 shares; 2024Q4: 53,159 shares; 2025Q1: 89,855 shares; 2025Q2: 110,242 shares; 2025Q3: 155,640 shares; 2025Q4: 154,673 shares 154,673 $11.6M 0.17% -967 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: 10,461 shares; 2024Q4: 9,940 shares; 2025Q1: 9,302 shares; 2025Q2: 39,919 shares; 2025Q3: 39,611 shares; 2025Q4: 35,145 shares 35,145 $11.6M 0.17% -4,466 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: 24,991 shares; 2024Q4: 28,278 shares; 2025Q1: 57,295 shares; 2025Q2: 30,302 shares; 2025Q3: 215,476 shares; 2025Q4: 38,241 shares 38,241 $11.3M 0.16% -177,235 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: 18,808 shares; 2024Q4: 37,065 shares; 2025Q1: 20,167 shares; 2025Q2: 23,089 shares; 2025Q3: 63,879 shares; 2025Q4: 69,929 shares 69,929 $11.2M 0.16% +6,050 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: 27,066 shares; 2024Q4: 26,579 shares; 2025Q1: 34,562 shares; 2025Q2: 61,149 shares; 2025Q3: 146,993 shares; 2025Q4: 218,762 shares 218,762 $11.2M 0.16% +71,769 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 143,638 shares; 2025Q1: 194,247 shares; 2025Q2: 243,409 shares; 2025Q3: 288,639 shares; 2025Q4: 338,489 shares 338,489 $11.2M 0.16% +49,850 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: 16,325 shares; 2024Q4: 23,549 shares; 2025Q1: 51,899 shares; 2025Q2: 66,298 shares; 2025Q3: 73,366 shares; 2025Q4: 96,749 shares 96,749 $11.1M 0.16% +23,383 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 293,289 shares; 2025Q1: 26,860 shares; 2025Q2: 81,976 shares; 2025Q3: 79,340 shares; 2025Q4: 83,650 shares 83,650 $11.1M 0.16% +4,310 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: 38,105 shares; 2024Q4: 40,795 shares; 2025Q1: 208,359 shares; 2025Q2: 208,986 shares; 2025Q3: 50,740 shares; 2025Q4: 48,004 shares 48,004 $11M 0.16% -2,736 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: 24,206 shares; 2024Q4: 23,488 shares; 2025Q1: 10,890 shares; 2025Q2: 15,278 shares; 2025Q3: 10,891 shares; 2025Q4: 35,196 shares 35,196 $10.6M 0.15% +24,305 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,910 shares; 2025Q3: 128,771 shares; 2025Q4: 187,537 shares 187,537 $10.4M 0.15% +58,766 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421,628 shares; 2025Q4: 406,878 shares 406,878 $10.4M 0.15% -14,750 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: 38,163 shares; 2024Q4: 42,369 shares; 2025Q1: 52,574 shares; 2025Q2: 41,951 shares; 2025Q3: 41,639 shares; 2025Q4: 42,899 shares 42,899 $10.3M 0.15% +1,260 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: 137,023 shares; 2024Q4: 144,967 shares; 2025Q1: 136,340 shares; 2025Q2: 148,218 shares; 2025Q3: 154,665 shares; 2025Q4: 156,637 shares 156,637 $10.3M 0.15% +1,972 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: 78,067 shares; 2024Q4: 80,095 shares; 2025Q1: 81,664 shares; 2025Q2: 81,780 shares; 2025Q3: 81,501 shares; 2025Q4: 82,361 shares 82,361 $10.3M 0.15% +860 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: 52,369 shares; 2024Q4: 50,445 shares; 2025Q1: 60,004 shares; 2025Q2: 59,816 shares; 2025Q3: 63,504 shares; 2025Q4: 133,681 shares 133,681 $10.3M 0.15% +70,177 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,449 shares; 2024Q4: 262,296 shares; 2025Q1: 258,654 shares; 2025Q2: 256,525 shares; 2025Q3: 260,890 shares; 2025Q4: 339,553 shares 339,553 $9.94M 0.14% +78,663 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: 73,185 shares; 2024Q4: 74,676 shares; 2025Q1: 73,129 shares; 2025Q2: 120,657 shares; 2025Q3: 135,162 shares; 2025Q4: 140,911 shares 140,911 $9.85M 0.14% +5,749 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: 19,590 shares; 2024Q4: 20,128 shares; 2025Q1: 20,406 shares; 2025Q2: 19,991 shares; 2025Q3: 19,809 shares; 2025Q4: 20,554 shares 20,554 $9.73M 0.14% +745 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,607 shares; 2024Q4: 170,247 shares; 2025Q1: 120,881 shares; 2025Q2: 161,149 shares; 2025Q3: 124,556 shares; 2025Q4: 110,883 shares 110,883 $9.69M 0.14% -13,673 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: 2,857 shares; 2024Q4: 2,886 shares; 2025Q1: 2,876 shares; 2025Q2: 2,895 shares; 2025Q3: 2,899 shares; 2025Q4: 19,524 shares 19,524 $9.57M 0.14% +16,625 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 35,056 shares; 2025Q1: 36,493 shares; 2025Q2: 35,552 shares; 2025Q3: 48,994 shares; 2025Q4: 34,307 shares 34,307 $9.44M 0.14% -14,687 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,096 shares; 2024Q4: 339,629 shares; 2025Q1: 300,666 shares; 2025Q2: 300,580 shares; 2025Q3: 322,896 shares; 2025Q4: 315,531 shares 315,531 $9.43M 0.14% -7,365 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: 16,833 shares; 2024Q4: 108,151 shares; 2025Q1: 105,606 shares; 2025Q2: 127,851 shares; 2025Q3: 115,447 shares; 2025Q4: 96,229 shares 96,229 $9.41M 0.14% -19,218 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,961 shares; 2024Q4: 154,573 shares; 2025Q1: 209,923 shares; 2025Q2: 251,692 shares; 2025Q3: 301,636 shares; 2025Q4: 338,353 shares 338,353 $9.35M 0.13% +36,717 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,921 shares; 2024Q4: 152,894 shares; 2025Q1: 161,446 shares; 2025Q2: 178,620 shares; 2025Q3: 185,324 shares; 2025Q4: 185,022 shares 185,022 $9.34M 0.13% -302 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: 17,251 shares; 2024Q4: 23,501 shares; 2025Q1: 24,532 shares; 2025Q2: 24,423 shares; 2025Q3: 40,975 shares; 2025Q4: 26,560 shares 26,560 $9.31M 0.13% -14,415 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 5,125 shares; 2025Q1: 83,871 shares; 2025Q2: 85,851 shares; 2025Q3: 77,851 shares; 2025Q4: 68,848 shares 68,848 $9.31M 0.13% -9,003 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,874 shares; 2024Q4: 55,810 shares; 2025Q1: 58,654 shares; 2025Q2: 70,635 shares; 2025Q3: 50,808 shares; 2025Q4: 44,996 shares 44,996 $9.14M 0.13% -5,812 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: 77,974 shares; 2024Q4: 77,045 shares; 2025Q1: 79,315 shares; 2025Q2: 79,124 shares; 2025Q3: 92,750 shares; 2025Q4: 97,134 shares 97,134 $9.05M 0.13% +4,384 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: 128,806 shares; 2024Q4: 140,976 shares; 2025Q1: 127,287 shares; 2025Q2: 151,473 shares; 2025Q3: 172,181 shares; 2025Q4: 178,236 shares 178,236 $9.02M 0.13% +6,055 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 81,752 shares; 2025Q1: 80,710 shares; 2025Q2: 81,863 shares; 2025Q3: 77,390 shares; 2025Q4: 73,197 shares 73,197 $9M 0.13% -4,193 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: 7,621 shares; 2025Q1: 14,752 shares; 2025Q2: 7,555 shares; 2025Q3: 8,188 shares; 2025Q4: 8,371 shares 8,371 $8.96M 0.13% +183 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: 70,001 shares; 2024Q4: 181,596 shares; 2025Q1: 195,920 shares; 2025Q2: 200,866 shares; 2025Q3: 100,877 shares; 2025Q4: 108,028 shares 108,028 $8.95M 0.13% +7,151 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: 143,658 shares; 2024Q4: 170,909 shares; 2025Q1: 47,292 shares; 2025Q2: 42,877 shares; 2025Q3: 44,237 shares; 2025Q4: 50,883 shares 50,883 $8.93M 0.13% +6,646 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: 22,259 shares; 2024Q4: 22,812 shares; 2025Q1: 24,191 shares; 2025Q2: 24,417 shares; 2025Q3: 23,974 shares; 2025Q4: 24,087 shares 24,087 $8.91M 0.13% +113 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: 41,832 shares; 2025Q2: 42,885 shares; 2025Q3: 44,483 shares; 2025Q4: 227,591 shares 227,591 $8.9M 0.13% +183,108 Timeline MGOV 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: 412,994 shares; 2024Q4: 370,777 shares; 2025Q1: 321,343 shares; 2025Q2: 308,756 shares; 2025Q3: 302,436 shares; 2025Q4: 431,624 shares 431,624 $8.84M 0.13% +129,188 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,962 shares; 2024Q4: 33,160 shares; 2025Q1: 29,137 shares; 2025Q2: 29,523 shares; 2025Q3: 29,997 shares; 2025Q4: 26,762 shares 26,762 $8.79M 0.13% -3,235 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,211 shares; 2024Q4: 131,676 shares; 2025Q1: 114,545 shares; 2025Q2: 118,873 shares; 2025Q3: 126,455 shares; 2025Q4: 105,727 shares 105,727 $8.78M 0.13% -20,728 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,431 shares; 2024Q4: 36,898 shares; 2025Q1: 55,462 shares; 2025Q2: 63,384 shares; 2025Q3: 62,029 shares; 2025Q4: 205,062 shares 205,062 $8.76M 0.13% +143,033 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,215 shares; 2024Q4: 263,431 shares; 2025Q1: 199,661 shares; 2025Q2: 208,927 shares; 2025Q3: 213,076 shares; 2025Q4: 187,236 shares 187,236 $8.76M 0.13% -25,840 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: 56,282 shares; 2025Q1: 55,267 shares; 2025Q2: 53,898 shares; 2025Q3: 52,916 shares; 2025Q4: 51,078 shares 51,078 $8.74M 0.13% -1,838 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,483 shares; 2024Q4: 227,638 shares; 2025Q1: 226,481 shares; 2025Q2: 245,410 shares; 2025Q3: 335,041 shares; 2025Q4: 222,234 shares 222,234 $8.71M 0.13% -112,807 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: 44,570 shares; 2024Q4: 50,002 shares; 2025Q1: 56,766 shares; 2025Q2: 68,366 shares; 2025Q3: 70,107 shares; 2025Q4: 57,691 shares 57,691 $8.67M 0.12% -12,416 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,882 shares; 2024Q4: 220,412 shares; 2025Q1: 321,104 shares; 2025Q2: 331,971 shares; 2025Q3: 349,861 shares; 2025Q4: 337,345 shares 337,345 $8.62M 0.12% -12,516 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: 9,912 shares; 2024Q4: 9,437 shares; 2025Q1: 9,926 shares; 2025Q2: 10,170 shares; 2025Q3: 11,035 shares; 2025Q4: 11,420 shares 11,420 $8.61M 0.12% +385 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,618 shares; 2025Q1: 124,509 shares; 2025Q2: 96,658 shares; 2025Q3: 123,567 shares; 2025Q4: 165,927 shares 165,927 $8.51M 0.12% +42,360 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: 18,301 shares; 2024Q4: 18,740 shares; 2025Q1: 18,619 shares; 2025Q2: 17,569 shares; 2025Q3: 17,637 shares; 2025Q4: 17,582 shares 17,582 $8.5M 0.12% -55 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,042 shares; 2024Q4: 110,904 shares; 2025Q1: 76,422 shares; 2025Q2: 80,736 shares; 2025Q3: 88,352 shares; 2025Q4: 95,937 shares 95,937 $8.49M 0.12% +7,585 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: 154,342 shares; 2024Q4: 155,289 shares; 2025Q1: 154,541 shares; 2025Q2: 160,767 shares; 2025Q3: 166,335 shares; 2025Q4: 169,646 shares 169,646 $8.35M 0.12% +3,311 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: 86,030 shares; 2024Q4: 84,966 shares; 2025Q1: 106,816 shares; 2025Q2: 123,797 shares; 2025Q3: 93,571 shares; 2025Q4: 138,555 shares 138,555 $8.34M 0.12% +44,984 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,412 shares; 2024Q4: 12,198 shares; 2025Q1: 11,134 shares; 2025Q2: 11,519 shares; 2025Q3: 202,749 shares; 2025Q4: 176,256 shares 176,256 $8.2M 0.12% -26,493 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,776 shares; 2025Q1: 1,562 shares; 2025Q2: 1,577 shares; 2025Q3: not reported; 2025Q4: 73,675 shares 73,675 $8.12M 0.12% new 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: 49,732 shares; 2024Q4: 31,840 shares; 2025Q1: 45,469 shares; 2025Q2: 36,090 shares; 2025Q3: 43,146 shares; 2025Q4: 44,112 shares 44,112 $8.09M 0.12% +966 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,732 shares; 2025Q1: 2,705 shares; 2025Q2: 2,659 shares; 2025Q3: 2,172 shares; 2025Q4: 27,765 shares 27,765 $8.06M 0.12% +25,593 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 52,951 shares; 2025Q1: 58,707 shares; 2025Q2: 47,618 shares; 2025Q3: 5,684 shares; 2025Q4: 24,717 shares 24,717 $7.95M 0.11% +19,033 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,131 shares; 2025Q2: 116,605 shares; 2025Q3: 120,015 shares; 2025Q4: 89,192 shares 89,192 $7.95M 0.11% -30,823 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: 259,833 shares; 2024Q4: 258,079 shares; 2025Q1: 260,055 shares; 2025Q2: 271,419 shares; 2025Q3: 267,347 shares; 2025Q4: 317,561 shares 317,561 $7.89M 0.11% +50,214 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: 84,988 shares; 2024Q4: 84,607 shares; 2025Q1: 82,185 shares; 2025Q2: 53,901 shares; 2025Q3: 48,962 shares; 2025Q4: 54,773 shares 54,773 $7.86M 0.11% +5,811 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: 1,488 shares; 2024Q4: 1,490 shares; 2025Q1: 221,232 shares; 2025Q2: 44,945 shares; 2025Q3: 41,566 shares; 2025Q4: 42,302 shares 42,302 $7.83M 0.11% +736 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,793 shares; 2024Q4: 219,296 shares; 2025Q1: 191,785 shares; 2025Q2: 235,612 shares; 2025Q3: 267,579 shares; 2025Q4: 294,911 shares 294,911 $7.82M 0.11% +27,332 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: 8,146 shares; 2024Q4: 8,650 shares; 2025Q1: 8,004 shares; 2025Q2: 8,531 shares; 2025Q3: 15,203 shares; 2025Q4: 16,631 shares 16,631 $7.8M 0.11% +1,428 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: 28,865 shares; 2024Q4: 28,412 shares; 2025Q1: 28,035 shares; 2025Q2: 27,997 shares; 2025Q3: 28,101 shares; 2025Q4: 29,981 shares 29,981 $7.71M 0.11% +1,880 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,518 shares; 2024Q4: 30,015 shares; 2025Q1: 28,958 shares; 2025Q2: 28,825 shares; 2025Q3: 28,380 shares; 2025Q4: 290,610 shares 290,610 $7.69M 0.11% +262,230 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: 42,502 shares; 2024Q4: 75,676 shares; 2025Q1: 89,025 shares; 2025Q2: 98,604 shares; 2025Q3: 128,466 shares; 2025Q4: 154,821 shares 154,821 $7.69M 0.11% +26,355 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,532 shares; 2025Q1: not reported; 2025Q2: 4,747 shares; 2025Q3: 74,689 shares; 2025Q4: 106,667 shares 106,667 $7.68M 0.11% +31,978 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,690 shares; 2025Q2: not reported; 2025Q3: 8,606 shares; 2025Q4: 91,553 shares 91,553 $7.65M 0.11% +82,947 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: 15,547 shares; 2024Q4: 46,835 shares; 2025Q1: 18,510 shares; 2025Q2: 17,939 shares; 2025Q3: 18,497 shares; 2025Q4: 36,056 shares 36,056 $7.58M 0.11% +17,559 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,839 shares; 2024Q4: 87,217 shares; 2025Q1: 76,135 shares; 2025Q2: 73,603 shares; 2025Q3: 70,813 shares; 2025Q4: 63,890 shares 63,890 $7.58M 0.11% -6,923 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,641 shares 180,641 $7.57M 0.11% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,582 shares; 2025Q2: not reported; 2025Q3: 111,761 shares; 2025Q4: 92,423 shares 92,423 $7.44M 0.11% -19,338 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,157 shares 59,157 $7.43M 0.11% new Timeline SILJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,509 shares; 2025Q4: 268,193 shares 268,193 $7.42M 0.11% +258,684 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,258 shares; 2024Q4: 347,652 shares; 2025Q1: 341,243 shares; 2025Q2: 394,633 shares; 2025Q3: 448,918 shares; 2025Q4: 492,459 shares 492,459 $7.42M 0.11% +43,541 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,053 shares; 2025Q1: 8,068 shares; 2025Q2: 97,779 shares; 2025Q3: 122,339 shares; 2025Q4: 87,873 shares 87,873 $7.41M 0.11% -34,466 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: 48,684 shares; 2024Q4: 49,549 shares; 2025Q1: 49,679 shares; 2025Q2: 50,018 shares; 2025Q3: 47,785 shares; 2025Q4: 48,020 shares 48,020 $7.38M 0.11% +235 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,442 shares; 2025Q4: 102,643 shares 102,643 $7.37M 0.11% -13,799 Timeline FYT 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: 117,206 shares; 2024Q4: 107,406 shares; 2025Q1: 95,056 shares; 2025Q2: 93,749 shares; 2025Q3: 93,611 shares; 2025Q4: 129,940 shares 129,940 $7.37M 0.11% +36,329 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,637 shares; 2025Q3: 80,119 shares; 2025Q4: 70,785 shares 70,785 $7.33M 0.11% -9,334 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: 37,969 shares; 2024Q4: 43,584 shares; 2025Q1: 43,878 shares; 2025Q2: 50,253 shares; 2025Q3: 53,547 shares; 2025Q4: 62,308 shares 62,308 $7.3M 0.11% +8,761 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: 208,402 shares; 2024Q4: 200,945 shares; 2025Q1: 217,867 shares; 2025Q2: 225,487 shares; 2025Q3: 219,361 shares; 2025Q4: 212,111 shares 212,111 $7.27M 0.1% -7,250 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,084 shares; 2025Q4: 137,275 shares 137,275 $7.25M 0.1% +133,191 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 5,660 shares; 2025Q1: 5,660 shares; 2025Q2: 5,560 shares; 2025Q3: 193,262 shares; 2025Q4: 165,431 shares 165,431 $7.21M 0.1% -27,831 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,108 shares; 2025Q4: 234,565 shares 234,565 $7.16M 0.1% +226,457 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 8,567 shares; 2025Q1: 8,195 shares; 2025Q2: 7,895 shares; 2025Q3: 61,828 shares; 2025Q4: 139,053 shares 139,053 $7.16M 0.1% +77,225 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 246,010 shares; 2025Q4: 264,453 shares 264,453 $7.1M 0.1% +18,443 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: 84,504 shares; 2024Q4: 80,509 shares; 2025Q1: 83,794 shares; 2025Q2: 81,259 shares; 2025Q3: 77,981 shares; 2025Q4: 76,451 shares 76,451 $7.07M 0.1% -1,530 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: 52,636 shares; 2024Q4: 51,736 shares; 2025Q1: 53,853 shares; 2025Q2: 52,690 shares; 2025Q3: 57,224 shares; 2025Q4: 57,816 shares 57,816 $7.04M 0.1% +592 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,483 shares; 2024Q4: 63,888 shares; 2025Q1: 63,139 shares; 2025Q2: 62,995 shares; 2025Q3: 62,304 shares; 2025Q4: 62,347 shares 62,347 $6.99M 0.1% +43 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: 51,187 shares; 2024Q4: 72,525 shares; 2025Q1: 78,299 shares; 2025Q2: 41,626 shares; 2025Q3: 47,571 shares; 2025Q4: 65,183 shares 65,183 $6.98M 0.1% +17,612 Timeline KBR KBR INC More: the full row for KBR 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: 188,676 shares; 2025Q4: 173,485 shares 173,485 $6.97M 0.1% -15,191 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: 171,261 shares; 2024Q4: 170,591 shares; 2025Q1: 169,334 shares; 2025Q2: 144,599 shares; 2025Q3: 143,646 shares; 2025Q4: 138,173 shares 138,173 $6.95M 0.1% -5,473 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,294 shares; 2025Q3: 6,762 shares; 2025Q4: 143,600 shares 143,600 $6.92M 0.1% +136,838 Timeline FPEI 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: 225,720 shares; 2024Q4: 255,039 shares; 2025Q1: 274,930 shares; 2025Q2: 300,449 shares; 2025Q3: 323,582 shares; 2025Q4: 355,279 shares 355,279 $6.89M 0.1% +31,697 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: 24,200 shares; 2024Q4: 30,420 shares; 2025Q1: 42,493 shares; 2025Q2: 141,994 shares; 2025Q3: 171,504 shares; 2025Q4: 80,115 shares 80,115 $6.87M 0.1% -91,389 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: 9,334 shares; 2024Q4: 9,526 shares; 2025Q1: 9,816 shares; 2025Q2: 9,966 shares; 2025Q3: 10,090 shares; 2025Q4: 20,340 shares 20,340 $6.85M 0.1% +10,250 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,507 shares; 2024Q4: 244,464 shares; 2025Q1: 248,700 shares; 2025Q2: 260,519 shares; 2025Q3: 267,923 shares; 2025Q4: 270,132 shares 270,132 $6.84M 0.1% +2,209 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,367 shares; 2025Q2: 7,004 shares; 2025Q3: 7,494 shares; 2025Q4: 103,644 shares 103,644 $6.84M 0.1% +96,150 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,408 shares; 2024Q4: 182,819 shares; 2025Q1: 160,325 shares; 2025Q2: 153,279 shares; 2025Q3: 143,367 shares; 2025Q4: 86,031 shares 86,031 $6.83M 0.1% -57,336 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,583 shares; 2024Q4: 177,339 shares; 2025Q1: 194,002 shares; 2025Q2: 204,463 shares; 2025Q3: 203,047 shares; 2025Q4: 153,037 shares 153,037 $6.8M 0.1% -50,010 Timeline LGOV 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: 91,528 shares; 2024Q4: 78,749 shares; 2025Q1: 69,233 shares; 2025Q2: 68,571 shares; 2025Q3: 64,921 shares; 2025Q4: 310,968 shares 310,968 $6.79M 0.1% +246,047 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 59,682 shares; 2025Q1: 88,802 shares; 2025Q2: 152,697 shares; 2025Q3: 167,610 shares; 2025Q4: 135,090 shares 135,090 $6.7M 0.1% -32,520 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: 101,132 shares; 2024Q4: 100,859 shares; 2025Q1: 104,000 shares; 2025Q2: 101,640 shares; 2025Q3: 112,237 shares; 2025Q4: 110,899 shares 110,899 $6.67M 0.1% -1,338 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: 121,896 shares; 2024Q4: 142,348 shares; 2025Q1: 132,446 shares; 2025Q2: 140,903 shares; 2025Q3: 134,306 shares; 2025Q4: 163,411 shares 163,411 $6.66M 0.1% +29,105 Timeline IWC ISHARES TR More: 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: not reported; 2025Q3: 1,371 shares; 2025Q4: 42,109 shares 42,109 $6.64M 0.1% +40,738 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: 11,736 shares; 2024Q4: 11,159 shares; 2025Q1: 11,073 shares; 2025Q2: 11,159 shares; 2025Q3: 11,468 shares; 2025Q4: 11,587 shares 11,587 $6.64M 0.1% +119 Timeline URNM SPROTT FDS TR More: the full row for SPROTT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,800 shares 120,800 $6.63M 0.1% new 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: 94,949 shares; 2025Q1: 145,405 shares; 2025Q2: 151,983 shares; 2025Q3: 177,613 shares; 2025Q4: 187,316 shares 187,316 $6.6M 0.1% +9,703 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,923 shares 88,923 $6.57M 0.09% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,037 shares; 2024Q4: 50,884 shares; 2025Q1: 52,338 shares; 2025Q2: 55,731 shares; 2025Q3: 55,865 shares; 2025Q4: 72,135 shares 72,135 $6.56M 0.09% +16,270 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: 106,709 shares; 2024Q4: 101,786 shares; 2025Q1: 86,306 shares; 2025Q2: 90,595 shares; 2025Q3: 105,057 shares; 2025Q4: 104,995 shares 104,995 $6.56M 0.09% -62 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: 18,992 shares; 2024Q4: 23,564 shares; 2025Q1: 20,203 shares; 2025Q2: 23,313 shares; 2025Q3: 26,919 shares; 2025Q4: 30,398 shares 30,398 $6.51M 0.09% +3,479 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: 112,261 shares; 2024Q4: 113,980 shares; 2025Q1: 116,060 shares; 2025Q2: 118,761 shares; 2025Q3: 118,497 shares; 2025Q4: 118,274 shares 118,274 $6.51M 0.09% -223 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,866 shares; 2025Q3: 36,777 shares; 2025Q4: 54,189 shares 54,189 $6.47M 0.09% +17,412 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,181 shares 109,181 $6.44M 0.09% new Timeline URNJ SPROTT FDS TR More: the full row for SPROTT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,131 shares 254,131 $6.4M 0.09% new 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: 7,150 shares; 2024Q4: 8,272 shares; 2025Q1: 9,752 shares; 2025Q2: 9,192 shares; 2025Q3: 13,015 shares; 2025Q4: 22,878 shares 22,878 $6.39M 0.09% +9,863 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 29,869 shares; 2025Q4: 84,005 shares 84,005 $6.34M 0.09% +54,136 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: 21,676 shares; 2024Q4: 22,424 shares; 2025Q1: 22,227 shares; 2025Q2: 19,917 shares; 2025Q3: 19,824 shares; 2025Q4: 19,774 shares 19,774 $6.3M 0.09% -50 Timeline ECON COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,310 shares 230,310 $6.29M 0.09% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,160 shares; 2025Q1: 50,301 shares; 2025Q2: 56,770 shares; 2025Q3: 76,893 shares; 2025Q4: 88,522 shares 88,522 $6.28M 0.09% +11,629 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: 46,383 shares; 2024Q4: 48,417 shares; 2025Q1: 31,667 shares; 2025Q2: 27,787 shares; 2025Q3: 151,268 shares; 2025Q4: 177,002 shares 177,002 $6.25M 0.09% +25,734 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: 82,130 shares; 2024Q4: 108,204 shares; 2025Q1: 99,801 shares; 2025Q2: 108,646 shares; 2025Q3: 118,594 shares; 2025Q4: 130,331 shares 130,331 $6.23M 0.09% +11,737 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: 23,834 shares; 2024Q4: 23,982 shares; 2025Q1: 24,263 shares; 2025Q2: 24,163 shares; 2025Q3: 25,944 shares; 2025Q4: 26,763 shares 26,763 $6.19M 0.09% +819 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,816 shares; 2025Q4: 84,537 shares 84,537 $6.19M 0.09% +4,721 Timeline BKLN 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: 57,357 shares; 2024Q4: 66,079 shares; 2025Q1: 92,185 shares; 2025Q2: 164,591 shares; 2025Q3: 229,798 shares; 2025Q4: 294,435 shares 294,435 $6.18M 0.09% +64,637 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,436 shares; 2024Q4: 114,812 shares; 2025Q1: 115,151 shares; 2025Q2: 114,999 shares; 2025Q3: 115,589 shares; 2025Q4: 114,701 shares 114,701 $6.17M 0.09% -888 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: 10,126 shares; 2024Q4: 10,340 shares; 2025Q1: 20,207 shares; 2025Q2: 20,286 shares; 2025Q3: 20,409 shares; 2025Q4: 24,902 shares 24,902 $6.13M 0.09% +4,493 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,449 shares 37,449 $6.13M 0.09% new 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: 239,429 shares; 2024Q4: 76,686 shares; 2025Q1: 72,128 shares; 2025Q2: 76,268 shares; 2025Q3: 78,260 shares; 2025Q4: 79,138 shares 79,138 $6.1M 0.09% +878 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: 20,733 shares; 2024Q4: 20,736 shares; 2025Q1: 20,634 shares; 2025Q2: 11,470 shares; 2025Q3: 11,603 shares; 2025Q4: 11,582 shares 11,582 $6.05M 0.09% -21 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: 83,574 shares; 2024Q4: 97,806 shares; 2025Q1: 94,943 shares; 2025Q2: 104,233 shares; 2025Q3: 108,476 shares; 2025Q4: 106,570 shares 106,570 $6.01M 0.09% -1,906 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: 41,039 shares; 2024Q4: 50,229 shares; 2025Q1: 46,043 shares; 2025Q2: 43,441 shares; 2025Q3: 60,710 shares; 2025Q4: 67,151 shares 67,151 $6.01M 0.09% +6,441 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,266,008 shares 1,266,008 $5.98M 0.09% new Timeline ARKG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,252 shares 206,252 $5.98M 0.09% new 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: 29,851 shares; 2024Q4: 31,406 shares; 2025Q1: 35,116 shares; 2025Q2: 103,719 shares; 2025Q3: 121,985 shares; 2025Q4: 66,011 shares 66,011 $5.94M 0.09% -55,974 Timeline NLR 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: 2,247 shares; 2025Q3: 2,257 shares; 2025Q4: 47,226 shares 47,226 $5.87M 0.08% +44,969 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,259 shares; 2024Q4: 13,968 shares; 2025Q1: 14,462 shares; 2025Q2: 15,436 shares; 2025Q3: 16,873 shares; 2025Q4: 38,025 shares 38,025 $5.82M 0.08% +21,152 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: 37,811 shares; 2024Q4: 43,136 shares; 2025Q1: 54,143 shares; 2025Q2: 59,929 shares; 2025Q3: 62,848 shares; 2025Q4: 130,129 shares 130,129 $5.82M 0.08% +67,281 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: 125,233 shares; 2024Q4: 154,401 shares; 2025Q1: 435,864 shares; 2025Q2: 432,123 shares; 2025Q3: 241,595 shares; 2025Q4: 228,874 shares 228,874 $5.76M 0.08% -12,721 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: 79,432 shares; 2024Q4: 83,906 shares; 2025Q1: 85,623 shares; 2025Q2: 89,156 shares; 2025Q3: 47,111 shares; 2025Q4: 47,617 shares 47,617 $5.72M 0.08% +506 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: 32,176 shares; 2024Q4: 33,181 shares; 2025Q1: 33,277 shares; 2025Q2: 34,169 shares; 2025Q3: 34,653 shares; 2025Q4: 35,586 shares 35,586 $5.7M 0.08% +933 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,766 shares; 2025Q1: 4,685 shares; 2025Q2: 4,588 shares; 2025Q3: 4,488 shares; 2025Q4: 4,271 shares 4,271 $5.68M 0.08% -217 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,362 shares; 2025Q4: 146,271 shares 146,271 $5.57M 0.08% +15,909 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,371 shares; 2024Q4: 45,845 shares; 2025Q1: 38,447 shares; 2025Q2: 38,084 shares; 2025Q3: 40,194 shares; 2025Q4: 39,328 shares 39,328 $5.55M 0.08% -866 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: 40,514 shares; 2024Q4: 40,795 shares; 2025Q1: 45,870 shares; 2025Q2: 42,584 shares; 2025Q3: 64,042 shares; 2025Q4: 42,975 shares 42,975 $5.55M 0.08% -21,067 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,818 shares; 2024Q4: 293,164 shares; 2025Q1: 288,574 shares; 2025Q2: 289,320 shares; 2025Q3: 191,353 shares; 2025Q4: 202,910 shares 202,910 $5.52M 0.08% +11,557 Timeline ARKF 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: not reported; 2024Q4: not reported; 2025Q1: 7,455 shares; 2025Q2: 7,455 shares; 2025Q3: 7,455 shares; 2025Q4: 115,775 shares 115,775 $5.51M 0.08% +108,320 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: 120,655 shares; 2024Q4: 310,026 shares; 2025Q1: 293,324 shares; 2025Q2: 446,796 shares; 2025Q3: 93,873 shares; 2025Q4: 100,236 shares 100,236 $5.49M 0.08% +6,363 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,952 shares; 2025Q1: 245,793 shares; 2025Q2: 302,553 shares; 2025Q3: 100,621 shares; 2025Q4: 117,613 shares 117,613 $5.44M 0.08% +16,992 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: 58,693 shares; 2024Q4: 54,044 shares; 2025Q1: 73,606 shares; 2025Q2: 57,665 shares; 2025Q3: 73,820 shares; 2025Q4: 84,291 shares 84,291 $5.43M 0.08% +10,471 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: 123,629 shares; 2024Q4: 159,281 shares; 2025Q1: 181,867 shares; 2025Q2: 166,651 shares; 2025Q3: 181,491 shares; 2025Q4: 216,415 shares 216,415 $5.39M 0.08% +34,924 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,601 shares 78,601 $5.31M 0.08% new 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: 6,723 shares; 2024Q4: 7,502 shares; 2025Q1: 8,064 shares; 2025Q2: 7,723 shares; 2025Q3: 7,530 shares; 2025Q4: 8,102 shares 8,102 $5.29M 0.08% +572 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: 8,337 shares; 2024Q4: 8,520 shares; 2025Q1: 8,555 shares; 2025Q2: 9,226 shares; 2025Q3: 9,274 shares; 2025Q4: 9,272 shares 9,272 $5.29M 0.08% -2 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: 23,568 shares; 2024Q4: 26,397 shares; 2025Q1: 31,832 shares; 2025Q2: 32,427 shares; 2025Q3: 33,453 shares; 2025Q4: 32,277 shares 32,277 $5.2M 0.07% -1,176 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: not reported; 2025Q1: 25,744 shares; 2025Q2: 27,711 shares; 2025Q3: 105,272 shares; 2025Q4: 145,352 shares 145,352 $5.18M 0.07% +40,080 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: 36,669 shares; 2024Q4: 38,889 shares; 2025Q1: 38,515 shares; 2025Q2: 39,569 shares; 2025Q3: 27,641 shares; 2025Q4: 26,523 shares 26,523 $5.17M 0.07% -1,118 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: 21,596 shares; 2024Q4: 21,549 shares; 2025Q1: 21,416 shares; 2025Q2: 21,391 shares; 2025Q3: 21,244 shares; 2025Q4: 20,659 shares 20,659 $5.1M 0.07% -585 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: 16,935 shares; 2024Q4: 17,965 shares; 2025Q1: 16,717 shares; 2025Q2: 15,053 shares; 2025Q3: 16,585 shares; 2025Q4: 16,753 shares 16,753 $5.09M 0.07% +168 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: 132,919 shares; 2024Q4: 158,111 shares; 2025Q1: 84,836 shares; 2025Q2: 88,641 shares; 2025Q3: 82,611 shares; 2025Q4: 87,529 shares 87,529 $5.05M 0.07% +4,918 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: 46,964 shares; 2024Q4: 47,785 shares; 2025Q1: 47,506 shares; 2025Q2: 47,638 shares; 2025Q3: 47,584 shares; 2025Q4: 47,502 shares 47,502 $5.01M 0.07% -82 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: 42,691 shares; 2024Q4: 58,757 shares; 2025Q1: 57,997 shares; 2025Q2: 58,387 shares; 2025Q3: 67,599 shares; 2025Q4: 68,091 shares 68,091 $5.01M 0.07% +492 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: 21,829 shares; 2024Q4: 21,462 shares; 2025Q1: 21,032 shares; 2025Q2: 20,974 shares; 2025Q3: 17,036 shares; 2025Q4: 17,947 shares 17,947 $4.97M 0.07% +911 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,531 shares; 2024Q4: 74,365 shares; 2025Q1: 123,064 shares; 2025Q2: 102,169 shares; 2025Q3: 109,857 shares; 2025Q4: 111,556 shares 111,556 $4.94M 0.07% +1,699 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: 5,885 shares; 2025Q1: 9,569 shares; 2025Q2: 26,284 shares; 2025Q3: 65,493 shares; 2025Q4: 91,783 shares 91,783 $4.94M 0.07% +26,290 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: 14,118 shares; 2024Q4: 14,318 shares; 2025Q1: 14,314 shares; 2025Q2: 14,335 shares; 2025Q3: 14,009 shares; 2025Q4: 14,055 shares 14,055 $4.94M 0.07% +46 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,808 shares; 2025Q2: 22,058 shares; 2025Q3: 57,439 shares; 2025Q4: 92,562 shares 92,562 $4.86M 0.07% +35,123 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: 4,470 shares; 2024Q4: 4,397 shares; 2025Q1: 4,210 shares; 2025Q2: 4,157 shares; 2025Q3: 4,263 shares; 2025Q4: 3,963 shares 3,963 $4.82M 0.07% -300 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: 26,642 shares; 2024Q4: 28,022 shares; 2025Q1: 27,606 shares; 2025Q2: 29,799 shares; 2025Q3: 34,110 shares; 2025Q4: 39,009 shares 39,009 $4.81M 0.07% +4,899 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 11,366 shares; 2025Q1: not reported; 2025Q2: 29,570 shares; 2025Q3: 208,287 shares; 2025Q4: 196,028 shares 196,028 $4.79M 0.07% -12,259 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,803 shares; 2024Q4: 98,053 shares; 2025Q1: 120,719 shares; 2025Q2: 122,174 shares; 2025Q3: 124,622 shares; 2025Q4: 101,524 shares 101,524 $4.77M 0.07% -23,098 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,087 shares; 2024Q4: 69,090 shares; 2025Q1: 67,972 shares; 2025Q2: 67,197 shares; 2025Q3: 69,951 shares; 2025Q4: 68,695 shares 68,695 $4.77M 0.07% -1,256 Timeline YALL 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: 15,295 shares; 2024Q4: 17,399 shares; 2025Q1: 18,635 shares; 2025Q2: 39,966 shares; 2025Q3: 61,170 shares; 2025Q4: 110,215 shares 110,215 $4.77M 0.07% +49,045 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: 3,086 shares; 2024Q4: 3,123 shares; 2025Q1: 3,160 shares; 2025Q2: 3,162 shares; 2025Q3: 3,278 shares; 2025Q4: 5,805 shares 5,805 $4.76M 0.07% +2,527 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: 8,303 shares; 2024Q4: 11,059 shares; 2025Q1: 11,081 shares; 2025Q2: 10,623 shares; 2025Q3: 14,161 shares; 2025Q4: 15,104 shares 15,104 $4.75M 0.07% +943 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,333 shares; 2024Q4: 29,742 shares; 2025Q1: 35,030 shares; 2025Q2: 36,904 shares; 2025Q3: 38,643 shares; 2025Q4: 41,602 shares 41,602 $4.72M 0.07% +2,959 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: 90,538 shares; 2024Q4: 123,664 shares; 2025Q1: 131,810 shares; 2025Q2: 132,461 shares; 2025Q3: 90,221 shares; 2025Q4: 92,965 shares 92,965 $4.7M 0.07% +2,744 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: 27,837 shares; 2024Q4: 27,562 shares; 2025Q1: 20,961 shares; 2025Q2: 20,168 shares; 2025Q3: 21,064 shares; 2025Q4: 18,970 shares 18,970 $4.67M 0.07% -2,094 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 6,186 shares; 2025Q1: 5,843 shares; 2025Q2: 6,116 shares; 2025Q3: 12,192 shares; 2025Q4: 13,495 shares 13,495 $4.63M 0.07% +1,303 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: 21,187 shares; 2024Q4: 23,656 shares; 2025Q1: 21,563 shares; 2025Q2: 20,465 shares; 2025Q3: 21,218 shares; 2025Q4: 21,179 shares 21,179 $4.6M 0.07% -39 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: 113,030 shares; 2024Q4: 40,963 shares; 2025Q1: 40,214 shares; 2025Q2: 40,988 shares; 2025Q3: 40,217 shares; 2025Q4: 39,976 shares 39,976 $4.55M 0.07% -241 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: 4,146 shares; 2024Q4: 4,184 shares; 2025Q1: 4,435 shares; 2025Q2: 5,011 shares; 2025Q3: 5,500 shares; 2025Q4: 5,130 shares 5,130 $4.51M 0.06% -370 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,318 shares; 2024Q4: 31,381 shares; 2025Q1: 53,987 shares; 2025Q2: 31,920 shares; 2025Q3: 32,399 shares; 2025Q4: 32,452 shares 32,452 $4.47M 0.06% +53 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,144 shares 13,144 $4.47M 0.06% new 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: 108,408 shares; 2024Q4: 132,022 shares; 2025Q1: 142,652 shares; 2025Q2: 177,189 shares; 2025Q3: 224,017 shares; 2025Q4: 244,634 shares 244,634 $4.46M 0.06% +20,617 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: 12,401 shares; 2024Q4: 14,021 shares; 2025Q1: 19,057 shares; 2025Q2: 26,514 shares; 2025Q3: 64,913 shares; 2025Q4: 100,017 shares 100,017 $4.45M 0.06% +35,104 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,267 shares; 2024Q4: 37,203 shares; 2025Q1: 48,181 shares; 2025Q2: 63,525 shares; 2025Q3: 75,008 shares; 2025Q4: 75,558 shares 75,558 $4.43M 0.06% +550 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,576 shares; 2025Q4: 64,725 shares 64,725 $4.41M 0.06% +4,149 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,886 shares; 2025Q1: 57,738 shares; 2025Q2: 76,245 shares; 2025Q3: 84,551 shares; 2025Q4: 86,762 shares 86,762 $4.41M 0.06% +2,211 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 7,270 shares; 2025Q1: 197,184 shares; 2025Q2: 253,557 shares; 2025Q3: 81,026 shares; 2025Q4: 109,536 shares 109,536 $4.41M 0.06% +28,510 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,734 shares; 2024Q4: 53,005 shares; 2025Q1: 19,685 shares; 2025Q2: not reported; 2025Q3: 222,318 shares; 2025Q4: 357,982 shares 357,982 $4.37M 0.06% +135,664 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 14,480 shares; 2025Q1: 14,480 shares; 2025Q2: 82,387 shares; 2025Q3: 82,387 shares; 2025Q4: 83,301 shares 83,301 $4.37M 0.06% +914 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,661 shares; 2024Q4: 24,657 shares; 2025Q1: 24,688 shares; 2025Q2: 23,054 shares; 2025Q3: 23,282 shares; 2025Q4: 23,548 shares 23,548 $4.34M 0.06% +266 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: 14,991 shares; 2024Q4: 15,309 shares; 2025Q1: 14,814 shares; 2025Q2: 16,623 shares; 2025Q3: 15,915 shares; 2025Q4: 16,811 shares 16,811 $4.32M 0.06% +896 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,465 shares; 2024Q4: 68,740 shares; 2025Q1: 71,025 shares; 2025Q2: 70,576 shares; 2025Q3: 78,603 shares; 2025Q4: 79,976 shares 79,976 $4.31M 0.06% +1,373 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,911 shares; 2024Q4: 85,895 shares; 2025Q1: 75,809 shares; 2025Q2: 74,287 shares; 2025Q3: 71,338 shares; 2025Q4: 44,510 shares 44,510 $4.28M 0.06% -26,828 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: 43,393 shares; 2024Q4: 45,937 shares; 2025Q1: 15,997 shares; 2025Q2: 15,576 shares; 2025Q3: 30,646 shares; 2025Q4: 31,048 shares 31,048 $4.25M 0.06% +402 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: 26,767 shares; 2024Q4: 32,903 shares; 2025Q1: 29,171 shares; 2025Q2: 28,369 shares; 2025Q3: 37,312 shares; 2025Q4: 43,976 shares 43,976 $4.23M 0.06% +6,664 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,891 shares 100,891 $4.2M 0.06% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,518 shares; 2024Q4: 46,391 shares; 2025Q1: 46,382 shares; 2025Q2: 46,108 shares; 2025Q3: 47,015 shares; 2025Q4: 47,053 shares 47,053 $4.15M 0.06% +38 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: 14,591 shares; 2024Q4: 15,078 shares; 2025Q1: 17,143 shares; 2025Q2: 18,137 shares; 2025Q3: 19,966 shares; 2025Q4: 21,350 shares 21,350 $4.09M 0.06% +1,384 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,407 shares 103,407 $4.08M 0.06% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,990 shares; 2024Q4: 14,074 shares; 2025Q1: 13,807 shares; 2025Q2: 13,830 shares; 2025Q3: 14,129 shares; 2025Q4: 14,039 shares 14,039 $4.07M 0.06% -90 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,070 shares; 2024Q4: 51,508 shares; 2025Q1: 52,075 shares; 2025Q2: 52,395 shares; 2025Q3: 52,988 shares; 2025Q4: 43,160 shares 43,160 $4.07M 0.06% -9,828 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,252 shares; 2024Q4: 24,717 shares; 2025Q1: 42,042 shares; 2025Q2: 96,739 shares; 2025Q3: 113,710 shares; 2025Q4: 115,136 shares 115,136 $4.01M 0.06% +1,426 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,113 shares; 2024Q4: 253,754 shares; 2025Q1: 237,305 shares; 2025Q2: 206,385 shares; 2025Q3: 194,591 shares; 2025Q4: 177,973 shares 177,973 $3.98M 0.06% -16,618 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 7,789 shares; 2025Q1: 13,560 shares; 2025Q2: 16,302 shares; 2025Q3: 30,110 shares; 2025Q4: 28,498 shares 28,498 $3.95M 0.06% -1,612 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: 13,898 shares; 2024Q4: 15,620 shares; 2025Q1: 14,362 shares; 2025Q2: 12,382 shares; 2025Q3: 12,882 shares; 2025Q4: 15,247 shares 15,247 $3.93M 0.06% +2,365 Timeline FNY 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: 90,431 shares; 2024Q4: 81,655 shares; 2025Q1: 71,934 shares; 2025Q2: 70,752 shares; 2025Q3: 68,754 shares; 2025Q4: 42,871 shares 42,871 $3.91M 0.06% -25,883 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: 362,440 shares; 2025Q2: 451,202 shares; 2025Q3: 161,003 shares; 2025Q4: 184,050 shares 184,050 $3.91M 0.06% +23,047 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,984 shares; 2025Q3: 37,007 shares; 2025Q4: 147,946 shares 147,946 $3.89M 0.06% +110,939 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,070 shares; 2025Q4: 51,211 shares 51,211 $3.88M 0.06% +35,141 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,996 shares; 2024Q4: 26,543 shares; 2025Q1: 26,407 shares; 2025Q2: 26,766 shares; 2025Q3: 43,887 shares; 2025Q4: 40,881 shares 40,881 $3.85M 0.06% -3,006 Timeline HYLS 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: 228,473 shares; 2024Q4: 205,485 shares; 2025Q1: 179,664 shares; 2025Q2: 172,430 shares; 2025Q3: 175,244 shares; 2025Q4: 91,945 shares 91,945 $3.85M 0.06% -83,299 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: 8,618 shares; 2024Q4: 9,409 shares; 2025Q1: 8,945 shares; 2025Q2: 9,075 shares; 2025Q3: 9,078 shares; 2025Q4: 9,115 shares 9,115 $3.85M 0.06% +37 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,195 shares; 2025Q1: 3,136 shares; 2025Q2: 14,625 shares; 2025Q3: 3,202 shares; 2025Q4: 12,063 shares 12,063 $3.84M 0.06% +8,861 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 12,786 shares; 2025Q1: 5,035 shares; 2025Q2: 5,579 shares; 2025Q3: 5,647 shares; 2025Q4: 38,245 shares 38,245 $3.82M 0.06% +32,598 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: 17,925 shares; 2024Q4: 18,086 shares; 2025Q1: 18,007 shares; 2025Q2: 18,206 shares; 2025Q3: 17,996 shares; 2025Q4: 18,269 shares 18,269 $3.81M 0.05% +273 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: 3,863 shares; 2024Q4: 20,178 shares; 2025Q1: 24,146 shares; 2025Q2: 32,392 shares; 2025Q3: 45,498 shares; 2025Q4: 49,679 shares 49,679 $3.79M 0.05% +4,181 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,218 shares; 2024Q4: 35,609 shares; 2025Q1: 30,825 shares; 2025Q2: 22,672 shares; 2025Q3: 20,371 shares; 2025Q4: 54,018 shares 54,018 $3.76M 0.05% +33,647 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: 24,430 shares; 2024Q4: 23,855 shares; 2025Q1: 24,416 shares; 2025Q2: 23,569 shares; 2025Q3: 23,027 shares; 2025Q4: 23,141 shares 23,141 $3.76M 0.05% +114 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,725 shares; 2024Q4: 173,013 shares; 2025Q1: 166,909 shares; 2025Q2: 189,271 shares; 2025Q3: 136,614 shares; 2025Q4: 142,947 shares 142,947 $3.75M 0.05% +6,333 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: 89,187 shares; 2024Q4: 78,477 shares; 2025Q1: 74,547 shares; 2025Q2: 73,922 shares; 2025Q3: 80,957 shares; 2025Q4: 78,190 shares 78,190 $3.74M 0.05% -2,767 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,838 shares 192,838 $3.69M 0.05% new 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: 20,591 shares; 2024Q4: 18,324 shares; 2025Q1: 16,072 shares; 2025Q2: 17,148 shares; 2025Q3: 23,476 shares; 2025Q4: 54,806 shares 54,806 $3.68M 0.05% +31,330 Timeline FNK 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: 39,023 shares; 2024Q4: 36,134 shares; 2025Q1: 33,087 shares; 2025Q2: 33,425 shares; 2025Q3: 32,970 shares; 2025Q4: 65,940 shares 65,940 $3.67M 0.05% +32,970 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: 40,327 shares; 2024Q4: 31,875 shares; 2025Q1: 32,117 shares; 2025Q2: 31,664 shares; 2025Q3: 41,891 shares; 2025Q4: 43,322 shares 43,322 $3.67M 0.05% +1,431 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: 10,222 shares; 2024Q4: 20,369 shares; 2025Q1: 21,124 shares; 2025Q2: 21,565 shares; 2025Q3: 22,234 shares; 2025Q4: 19,888 shares 19,888 $3.66M 0.05% -2,346 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 599 shares; 2025Q4: 10,572 shares 10,572 $3.6M 0.05% +9,973 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,576 shares 28,576 $3.58M 0.05% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 4,021 shares; 2025Q1: not reported; 2025Q2: 74,906 shares; 2025Q3: 77,663 shares; 2025Q4: 79,473 shares 79,473 $3.55M 0.05% +1,810 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,455 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,011 shares 51,011 $3.54M 0.05% new Timeline M MACYS INC More: the full row for MACYS 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: 28,560 shares; 2025Q3: not reported; 2025Q4: 159,837 shares 159,837 $3.52M 0.05% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,568 shares; 2025Q1: 1,562 shares; 2025Q2: 1,625 shares; 2025Q3: not reported; 2025Q4: 21,770 shares 21,770 $3.52M 0.05% new 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: 33,260 shares; 2024Q4: 34,362 shares; 2025Q1: 36,093 shares; 2025Q2: 108,226 shares; 2025Q3: 39,392 shares; 2025Q4: 40,282 shares 40,282 $3.51M 0.05% +890 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,253 shares; 2024Q4: 64,091 shares; 2025Q1: 61,011 shares; 2025Q2: 60,344 shares; 2025Q3: 61,828 shares; 2025Q4: 36,118 shares 36,118 $3.51M 0.05% -25,710 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: 18,603 shares; 2024Q4: 20,297 shares; 2025Q1: 21,535 shares; 2025Q2: 23,295 shares; 2025Q3: 6,934 shares; 2025Q4: 6,057 shares 6,057 $3.51M 0.05% -877 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: 70,380 shares; 2024Q4: 77,157 shares; 2025Q1: 110,616 shares; 2025Q2: 108,990 shares; 2025Q3: 86,076 shares; 2025Q4: 90,996 shares 90,996 $3.49M 0.05% +4,920 Timeline JPSE 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: 52,973 shares; 2024Q4: 53,516 shares; 2025Q1: 85,899 shares; 2025Q2: 104,901 shares; 2025Q3: 83,355 shares; 2025Q4: 69,603 shares 69,603 $3.49M 0.05% -13,752 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,739 shares; 2024Q4: 28,352 shares; 2025Q1: 48,757 shares; 2025Q2: 26,660 shares; 2025Q3: 26,653 shares; 2025Q4: 33,428 shares 33,428 $3.48M 0.05% +6,775 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: 67,431 shares; 2024Q4: 71,787 shares; 2025Q1: 76,914 shares; 2025Q2: 81,357 shares; 2025Q3: 85,314 shares; 2025Q4: 91,755 shares 91,755 $3.47M 0.05% +6,441 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,004 shares; 2024Q4: 9,093 shares; 2025Q1: 9,091 shares; 2025Q2: 9,115 shares; 2025Q3: 9,099 shares; 2025Q4: 9,025 shares 9,025 $3.46M 0.05% -74 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 15,147 shares; 2025Q1: 13,693 shares; 2025Q2: 25,695 shares; 2025Q3: 27,229 shares; 2025Q4: 28,447 shares 28,447 $3.46M 0.05% +1,218 Timeline FTSL 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: 55,331 shares; 2024Q4: 55,009 shares; 2025Q1: 67,038 shares; 2025Q2: 65,680 shares; 2025Q3: 75,034 shares; 2025Q4: 75,023 shares 75,023 $3.44M 0.05% -11 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: 15,965 shares; 2025Q1: 34,622 shares; 2025Q2: 29,566 shares; 2025Q3: 30,422 shares; 2025Q4: 30,395 shares 30,395 $3.44M 0.05% -27 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 27,829 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,940 shares 27,940 $3.43M 0.05% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,941 shares; 2024Q4: 25,797 shares; 2025Q1: 25,742 shares; 2025Q2: 25,437 shares; 2025Q3: 42,625 shares; 2025Q4: 40,204 shares 40,204 $3.43M 0.05% -2,421 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,091 shares 54,091 $3.42M 0.05% new 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: 30,290 shares; 2024Q4: 47,146 shares; 2025Q1: 71,929 shares; 2025Q2: 61,914 shares; 2025Q3: 66,801 shares; 2025Q4: 67,255 shares 67,255 $3.42M 0.05% +454 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 16,278 shares; 2025Q1: 20,931 shares; 2025Q2: 21,689 shares; 2025Q3: 66,454 shares; 2025Q4: 105,444 shares 105,444 $3.37M 0.05% +38,990 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 33,318 shares; 2025Q4: 31,344 shares 31,344 $3.34M 0.05% -1,974 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: 768,438 shares; 2024Q4: 71,068 shares; 2025Q1: 58,549 shares; 2025Q2: 48,055 shares; 2025Q3: 40,450 shares; 2025Q4: 44,488 shares 44,488 $3.3M 0.05% +4,038 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,520 shares; 2024Q4: 30,762 shares; 2025Q1: 35,534 shares; 2025Q2: 42,074 shares; 2025Q3: 49,231 shares; 2025Q4: 97,130 shares 97,130 $3.28M 0.05% +47,899 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: 44,719 shares; 2024Q4: 50,710 shares; 2025Q1: 50,919 shares; 2025Q2: 49,905 shares; 2025Q3: 95,984 shares; 2025Q4: 123,507 shares 123,507 $3.28M 0.05% +27,523 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 2,893 shares; 2025Q3: 2,967 shares; 2025Q4: 20,374 shares 20,374 $3.27M 0.05% +17,407 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: 4,164 shares; 2024Q4: 5,507 shares; 2025Q1: 5,365 shares; 2025Q2: 5,504 shares; 2025Q3: 5,649 shares; 2025Q4: 7,014 shares 7,014 $3.27M 0.05% +1,365 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,882 shares; 2024Q4: 24,336 shares; 2025Q1: 24,393 shares; 2025Q2: 199,469 shares; 2025Q3: 74,946 shares; 2025Q4: 78,762 shares 78,762 $3.26M 0.05% +3,816 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,221 shares 71,221 $3.24M 0.05% new 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: 242,042 shares; 2024Q4: 268,040 shares; 2025Q1: 213,531 shares; 2025Q2: 221,161 shares; 2025Q3: 212,350 shares; 2025Q4: 195,499 shares 195,499 $3.22M 0.05% -16,851 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: 11,992 shares; 2024Q4: 12,147 shares; 2025Q1: 12,296 shares; 2025Q2: 13,089 shares; 2025Q3: 13,400 shares; 2025Q4: 14,630 shares 14,630 $3.21M 0.05% +1,230 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: 10,643 shares; 2024Q4: 11,415 shares; 2025Q1: 14,133 shares; 2025Q2: 14,690 shares; 2025Q3: 31,801 shares; 2025Q4: 31,136 shares 31,136 $3.19M 0.05% -665 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 22,119 shares; 2025Q1: 24,731 shares; 2025Q2: 25,036 shares; 2025Q3: 25,165 shares; 2025Q4: 24,465 shares 24,465 $3.18M 0.05% -700 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,583 shares; 2025Q1: 5,299 shares; 2025Q2: 5,155 shares; 2025Q3: 26,192 shares; 2025Q4: 30,280 shares 30,280 $3.16M 0.05% +4,088 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO 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: 37,424 shares 37,424 $3.15M 0.05% new 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: 19,773 shares; 2024Q4: 19,722 shares; 2025Q1: 20,445 shares; 2025Q2: 20,691 shares; 2025Q3: 20,576 shares; 2025Q4: 20,391 shares 20,391 $3.14M 0.05% -185 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,911 shares; 2024Q4: 15,884 shares; 2025Q1: not reported; 2025Q2: 15,560 shares; 2025Q3: 18,294 shares; 2025Q4: 64,528 shares 64,528 $3.13M 0.05% +46,234 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: 113,579 shares; 2024Q4: 94,521 shares; 2025Q1: 60,420 shares; 2025Q2: 61,416 shares; 2025Q3: 60,686 shares; 2025Q4: 58,011 shares 58,011 $3.12M 0.04% -2,675 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: 40,855 shares; 2024Q4: 30,307 shares; 2025Q1: 30,030 shares; 2025Q2: 29,694 shares; 2025Q3: 30,128 shares; 2025Q4: 32,226 shares 32,226 $3.09M 0.04% +2,098 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 21,657 shares; 2025Q1: 30,370 shares; 2025Q2: 33,842 shares; 2025Q3: 31,857 shares; 2025Q4: 33,326 shares 33,326 $3.09M 0.04% +1,469 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: 30,899 shares; 2024Q4: 36,248 shares; 2025Q1: 36,794 shares; 2025Q2: 112,848 shares; 2025Q3: 126,487 shares; 2025Q4: 43,173 shares 43,173 $3.08M 0.04% -83,314 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,100 shares; 2024Q4: 77,092 shares; 2025Q1: 65,223 shares; 2025Q2: 60,172 shares; 2025Q3: 56,497 shares; 2025Q4: 145,239 shares 145,239 $3.08M 0.04% +88,742 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: not reported; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 14,191 shares; 2025Q4: 56,897 shares 56,897 $3.08M 0.04% +42,706 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 2,909 shares; 2025Q1: 2,493 shares; 2025Q2: 3,416 shares; 2025Q3: 3,075 shares; 2025Q4: 24,388 shares 24,388 $3.07M 0.04% +21,313 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: 37,991 shares; 2024Q4: 42,422 shares; 2025Q1: 47,408 shares; 2025Q2: 56,782 shares; 2025Q3: 62,549 shares; 2025Q4: 69,063 shares 69,063 $3.06M 0.04% +6,514 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: 73,368 shares; 2024Q4: 106,028 shares; 2025Q1: 104,151 shares; 2025Q2: 87,631 shares; 2025Q3: 74,191 shares; 2025Q4: 60,710 shares 60,710 $3.05M 0.04% -13,481 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: 23,611 shares; 2024Q4: 27,013 shares; 2025Q1: 29,783 shares; 2025Q2: 32,432 shares; 2025Q3: 62,569 shares; 2025Q4: 32,528 shares 32,528 $3.04M 0.04% -30,041 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,256 shares; 2024Q4: 47,940 shares; 2025Q1: 92,296 shares; 2025Q2: 92,884 shares; 2025Q3: 92,212 shares; 2025Q4: 63,967 shares 63,967 $3.04M 0.04% -28,245 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,182 shares; 2024Q4: 60,597 shares; 2025Q1: 75,255 shares; 2025Q2: 84,828 shares; 2025Q3: 69,792 shares; 2025Q4: 48,069 shares 48,069 $3.04M 0.04% -21,723 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,676 shares; 2025Q4: 96,998 shares 96,998 $3.03M 0.04% -21,678 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: 37,101 shares; 2024Q4: 95,045 shares; 2025Q1: 40,074 shares; 2025Q2: 42,796 shares; 2025Q3: 43,204 shares; 2025Q4: 42,330 shares 42,330 $3.02M 0.04% -874 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,931 shares; 2024Q4: 24,861 shares; 2025Q1: 26,659 shares; 2025Q2: 25,823 shares; 2025Q3: 31,724 shares; 2025Q4: 33,011 shares 33,011 $3.02M 0.04% +1,287 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,386 shares 36,386 $3.02M 0.04% new 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: 18,049 shares; 2024Q4: 18,951 shares; 2025Q1: 33,339 shares; 2025Q2: 45,175 shares; 2025Q3: 38,758 shares; 2025Q4: 45,124 shares 45,124 $2.95M 0.04% +6,366 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: 8,933 shares; 2024Q4: 10,413 shares; 2025Q1: 10,712 shares; 2025Q2: 31,170 shares; 2025Q3: 11,324 shares; 2025Q4: 10,970 shares 10,970 $2.95M 0.04% -354 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: 21,332 shares; 2024Q4: 22,063 shares; 2025Q1: 22,244 shares; 2025Q2: 26,262 shares; 2025Q3: 24,316 shares; 2025Q4: 25,117 shares 25,117 $2.9M 0.04% +801 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,030 shares; 2025Q1: 30,799 shares; 2025Q2: 2,560 shares; 2025Q3: 2,659 shares; 2025Q4: 28,057 shares 28,057 $2.88M 0.04% +25,398 Timeline JPEM 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: 30,028 shares; 2024Q4: 30,799 shares; 2025Q1: 33,365 shares; 2025Q2: 35,790 shares; 2025Q3: 44,651 shares; 2025Q4: 47,428 shares 47,428 $2.88M 0.04% +2,777 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,723 shares 61,723 $2.87M 0.04% new 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: 169,234 shares; 2024Q4: 184,634 shares; 2025Q1: 27,301 shares; 2025Q2: 25,092 shares; 2025Q3: 104,432 shares; 2025Q4: 36,007 shares 36,007 $2.86M 0.04% -68,425 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,086 shares 7,086 $2.85M 0.04% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 12,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,318 shares 10,318 $2.85M 0.04% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 10,309 shares; 2025Q1: 10,803 shares; 2025Q2: 10,424 shares; 2025Q3: 34,809 shares; 2025Q4: 86,819 shares 86,819 $2.84M 0.04% +52,010 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,596 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,795 shares 17,795 $2.83M 0.04% new 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: 5,229 shares; 2024Q4: 5,616 shares; 2025Q1: 5,825 shares; 2025Q2: 5,841 shares; 2025Q3: 6,123 shares; 2025Q4: 6,639 shares 6,639 $2.83M 0.04% +516 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,323 shares; 2025Q2: 21,665 shares; 2025Q3: 3,954 shares; 2025Q4: 61,345 shares 61,345 $2.83M 0.04% +57,391 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: 16,928 shares; 2024Q4: 84,952 shares; 2025Q1: 86,321 shares; 2025Q2: 104,500 shares; 2025Q3: 15,535 shares; 2025Q4: 18,192 shares 18,192 $2.82M 0.04% +2,657 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,059 shares 58,059 $2.82M 0.04% new 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: 86,069 shares; 2024Q4: 85,723 shares; 2025Q1: 70,436 shares; 2025Q2: 77,428 shares; 2025Q3: 64,758 shares; 2025Q4: 61,067 shares 61,067 $2.81M 0.04% -3,691 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: 39,981 shares; 2024Q4: 20,720 shares; 2025Q1: 32,205 shares; 2025Q2: 38,685 shares; 2025Q3: 25,480 shares; 2025Q4: 28,341 shares 28,341 $2.81M 0.04% +2,861 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,046 shares; 2024Q4: 361,459 shares; 2025Q1: 363,772 shares; 2025Q2: 359,281 shares; 2025Q3: 367,363 shares; 2025Q4: 125,038 shares 125,038 $2.8M 0.04% -242,325 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,698 shares; 2024Q4: 8,142 shares; 2025Q1: 59,392 shares; 2025Q2: 182,632 shares; 2025Q3: 92,327 shares; 2025Q4: 45,836 shares 45,836 $2.8M 0.04% -46,491 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,289 shares; 2024Q4: 72,719 shares; 2025Q1: 70,966 shares; 2025Q2: 70,527 shares; 2025Q3: 74,592 shares; 2025Q4: 74,053 shares 74,053 $2.8M 0.04% -539 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,350 shares; 2024Q4: 181,092 shares; 2025Q1: 172,992 shares; 2025Q2: 180,221 shares; 2025Q3: 168,820 shares; 2025Q4: 123,230 shares 123,230 $2.79M 0.04% -45,590 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: 2,638 shares; 2024Q4: 2,765 shares; 2025Q1: 2,905 shares; 2025Q2: 2,976 shares; 2025Q3: 3,533 shares; 2025Q4: 18,149 shares 18,149 $2.78M 0.04% +14,616 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: 15,040 shares; 2024Q4: 26,272 shares; 2025Q1: 5,057 shares; 2025Q2: 77,167 shares; 2025Q3: 107,740 shares; 2025Q4: 36,852 shares 36,852 $2.76M 0.04% -70,888 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: 30,822 shares; 2024Q4: 40,498 shares; 2025Q1: 36,046 shares; 2025Q2: 35,546 shares; 2025Q3: 36,722 shares; 2025Q4: 37,489 shares 37,489 $2.76M 0.04% +767 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: 75,603 shares; 2024Q4: 62,519 shares; 2025Q1: 53,475 shares; 2025Q2: 58,772 shares; 2025Q3: 72,333 shares; 2025Q4: 74,338 shares 74,338 $2.74M 0.04% +2,005 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: 21,187 shares; 2024Q4: 21,245 shares; 2025Q1: 20,845 shares; 2025Q2: 20,728 shares; 2025Q3: 20,678 shares; 2025Q4: 21,459 shares 21,459 $2.74M 0.04% +781 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,233 shares; 2024Q4: 25,121 shares; 2025Q1: 24,559 shares; 2025Q2: 25,487 shares; 2025Q3: 14,628 shares; 2025Q4: 32,175 shares 32,175 $2.72M 0.04% +17,547 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,499 shares; 2024Q4: 82,045 shares; 2025Q1: 61,182 shares; 2025Q2: 59,890 shares; 2025Q3: 51,942 shares; 2025Q4: 51,002 shares 51,002 $2.72M 0.04% -940 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,452 shares; 2024Q4: 150,833 shares; 2025Q1: 132,812 shares; 2025Q2: 128,312 shares; 2025Q3: 125,450 shares; 2025Q4: 99,366 shares 99,366 $2.72M 0.04% -26,084 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 44,596 shares; 2025Q1: 44,239 shares; 2025Q2: 44,518 shares; 2025Q3: 40,418 shares; 2025Q4: 29,206 shares 29,206 $2.7M 0.04% -11,212 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: 14,927 shares; 2024Q4: 15,021 shares; 2025Q1: 15,010 shares; 2025Q2: 14,931 shares; 2025Q3: 15,013 shares; 2025Q4: 14,426 shares 14,426 $2.68M 0.04% -587 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN 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: 60,717 shares; 2025Q3: not reported; 2025Q4: 53,247 shares 53,247 $2.66M 0.04% new Timeline PGHY 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: 112,242 shares; 2024Q4: 114,481 shares; 2025Q1: 113,680 shares; 2025Q2: 118,851 shares; 2025Q3: 121,960 shares; 2025Q4: 133,467 shares 133,467 $2.66M 0.04% +11,507 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: 8,718 shares; 2024Q4: 9,078 shares; 2025Q1: 9,144 shares; 2025Q2: 9,247 shares; 2025Q3: 9,315 shares; 2025Q4: 9,107 shares 9,107 $2.63M 0.04% -208 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: 29,821 shares; 2024Q4: 30,130 shares; 2025Q1: 29,572 shares; 2025Q2: 28,963 shares; 2025Q3: 28,509 shares; 2025Q4: 32,339 shares 32,339 $2.61M 0.04% +3,830 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,041 shares; 2025Q2: 20,289 shares; 2025Q3: 22,837 shares; 2025Q4: 10,135 shares 10,135 $2.6M 0.04% -12,702 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,739 shares; 2025Q4: 117,782 shares 117,782 $2.58M 0.04% -17,957 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166,250 shares 166,250 $2.57M 0.04% new Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,207 shares; 2025Q1: 51,042 shares; 2025Q2: 57,043 shares; 2025Q3: 35,559 shares; 2025Q4: 34,199 shares 34,199 $2.55M 0.04% -1,360 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: 4,260 shares; 2024Q4: 4,354 shares; 2025Q1: 4,535 shares; 2025Q2: 4,346 shares; 2025Q3: 4,257 shares; 2025Q4: 4,396 shares 4,396 $2.49M 0.04% +139 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,946 shares; 2025Q4: 53,600 shares 53,600 $2.49M 0.04% +3,654 Timeline EIPI 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: 126,333 shares; 2024Q4: 125,739 shares; 2025Q1: 125,879 shares; 2025Q2: 126,039 shares; 2025Q3: 127,719 shares; 2025Q4: 125,047 shares 125,047 $2.48M 0.04% -2,672 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: 94,694 shares; 2024Q4: 31,718 shares; 2025Q1: 91,080 shares; 2025Q2: 30,914 shares; 2025Q3: 30,454 shares; 2025Q4: 45,810 shares 45,810 $2.47M 0.04% +15,356 Timeline RFV 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: 3,765 shares; 2024Q4: 3,743 shares; 2025Q1: 3,818 shares; 2025Q2: 3,884 shares; 2025Q3: 17,944 shares; 2025Q4: 19,277 shares 19,277 $2.46M 0.04% +1,333 Timeline SYSB ISHARES TR More: 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: not reported; 2025Q3: not reported; 2025Q4: 27,371 shares 27,371 $2.46M 0.04% new 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: 18,572 shares; 2025Q1: 16,343 shares; 2025Q2: 17,023 shares; 2025Q3: 20,192 shares; 2025Q4: 18,712 shares 18,712 $2.45M 0.04% -1,480 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: 33,523 shares; 2024Q4: 396,642 shares; 2025Q1: 379,926 shares; 2025Q2: 411,261 shares; 2025Q3: 23,264 shares; 2025Q4: 20,799 shares 20,799 $2.45M 0.04% -2,465 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: 13,116 shares; 2024Q4: 14,244 shares; 2025Q1: 12,891 shares; 2025Q2: 13,567 shares; 2025Q3: 12,914 shares; 2025Q4: 13,695 shares 13,695 $2.43M 0.04% +781 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: 10,787 shares; 2024Q4: 10,706 shares; 2025Q1: 39,021 shares; 2025Q2: 30,832 shares; 2025Q3: 35,938 shares; 2025Q4: 9,047 shares 9,047 $2.43M 0.03% -26,891 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,243 shares; 2024Q4: 28,850 shares; 2025Q1: 30,264 shares; 2025Q2: 29,136 shares; 2025Q3: 29,194 shares; 2025Q4: 30,299 shares 30,299 $2.42M 0.03% +1,105 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: 10,516 shares; 2024Q4: 14,142 shares; 2025Q1: 13,478 shares; 2025Q2: 13,171 shares; 2025Q3: 14,773 shares; 2025Q4: 14,345 shares 14,345 $2.41M 0.03% -428 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: 27,273 shares; 2024Q4: 32,967 shares; 2025Q1: 43,818 shares; 2025Q2: 41,195 shares; 2025Q3: 39,872 shares; 2025Q4: 42,161 shares 42,161 $2.39M 0.03% +2,289 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,780 shares; 2025Q3: 60,751 shares; 2025Q4: 107,042 shares 107,042 $2.38M 0.03% +46,291 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,193 shares; 2024Q4: 27,559 shares; 2025Q1: 26,598 shares; 2025Q2: 27,784 shares; 2025Q3: 28,475 shares; 2025Q4: 33,302 shares 33,302 $2.31M 0.03% +4,827 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,514 shares; 2024Q4: 35,101 shares; 2025Q1: 33,174 shares; 2025Q2: 185,853 shares; 2025Q3: 219,552 shares; 2025Q4: 58,321 shares 58,321 $2.3M 0.03% -161,231 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: 7,018 shares; 2024Q4: 7,615 shares; 2025Q1: 7,590 shares; 2025Q2: 6,550 shares; 2025Q3: 7,275 shares; 2025Q4: 7,518 shares 7,518 $2.27M 0.03% +243 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: 77,651 shares; 2024Q4: 78,453 shares; 2025Q1: 82,077 shares; 2025Q2: 81,531 shares; 2025Q3: 84,752 shares; 2025Q4: 80,138 shares 80,138 $2.26M 0.03% -4,614 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: 17,150 shares; 2024Q4: 18,626 shares; 2025Q1: 21,670 shares; 2025Q2: 102,423 shares; 2025Q3: 25,419 shares; 2025Q4: 6,436 shares 6,436 $2.25M 0.03% -18,983 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: 123,911 shares; 2024Q4: 102,020 shares; 2025Q1: 113,962 shares; 2025Q2: 118,669 shares; 2025Q3: 154,093 shares; 2025Q4: 170,725 shares 170,725 $2.24M 0.03% +16,632 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,189 shares; 2025Q3: 57,986 shares; 2025Q4: 61,033 shares 61,033 $2.23M 0.03% +3,047 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 3,194 shares; 2025Q1: 2,789 shares; 2025Q2: 2,716 shares; 2025Q3: 5,422 shares; 2025Q4: 5,966 shares 5,966 $2.23M 0.03% +544 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,623 shares; 2024Q4: 55,411 shares; 2025Q1: 50,149 shares; 2025Q2: 50,705 shares; 2025Q3: 46,240 shares; 2025Q4: 47,457 shares 47,457 $2.22M 0.03% +1,217 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: 4,292 shares; 2024Q4: 4,166 shares; 2025Q1: 3,584 shares; 2025Q2: 4,589 shares; 2025Q3: 7,332 shares; 2025Q4: 7,575 shares 7,575 $2.22M 0.03% +243 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: 3,250 shares; 2024Q4: 3,568 shares; 2025Q1: 3,735 shares; 2025Q2: 4,102 shares; 2025Q3: 3,966 shares; 2025Q4: 4,609 shares 4,609 $2.21M 0.03% +643 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,385 shares; 2025Q1: 40,368 shares; 2025Q2: 57,260 shares; 2025Q3: 97,902 shares; 2025Q4: 64,757 shares 64,757 $2.21M 0.03% -33,145 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: 16,186 shares; 2024Q4: 16,946 shares; 2025Q1: 27,260 shares; 2025Q2: 27,801 shares; 2025Q3: 17,532 shares; 2025Q4: 18,889 shares 18,889 $2.2M 0.03% +1,357 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: 22,807 shares; 2024Q4: 22,858 shares; 2025Q1: 22,603 shares; 2025Q2: 22,272 shares; 2025Q3: 22,652 shares; 2025Q4: 22,598 shares 22,598 $2.19M 0.03% -54 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: 8,490 shares; 2024Q4: 41,378 shares; 2025Q1: 41,747 shares; 2025Q2: 42,370 shares; 2025Q3: 43,003 shares; 2025Q4: 43,109 shares 43,109 $2.16M 0.03% +106 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: not reported; 2024Q4: not reported; 2025Q1: 100,706 shares; 2025Q2: 50,715 shares; 2025Q3: 51,752 shares; 2025Q4: 60,596 shares 60,596 $2.14M 0.03% +8,844 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: 13,380 shares; 2024Q4: 13,191 shares; 2025Q1: 17,201 shares; 2025Q2: 16,671 shares; 2025Q3: 18,411 shares; 2025Q4: 18,075 shares 18,075 $2.1M 0.03% -336 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: 16,381 shares; 2024Q4: 24,275 shares; 2025Q1: 25,413 shares; 2025Q2: 26,402 shares; 2025Q3: 28,051 shares; 2025Q4: 25,636 shares 25,636 $2.09M 0.03% -2,415 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 25,941 shares; 2025Q1: 34,593 shares; 2025Q2: 34,672 shares; 2025Q3: 27,824 shares; 2025Q4: 28,984 shares 28,984 $2.08M 0.03% +1,160 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: 2,742 shares; 2024Q4: 23,126 shares; 2025Q1: 46,876 shares; 2025Q2: 50,963 shares; 2025Q3: 21,819 shares; 2025Q4: 17,981 shares 17,981 $2.06M 0.03% -3,838 Timeline ACM AECOM More: the full row for AECOM 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: 21,582 shares 21,582 $2.06M 0.03% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,790 shares; 2024Q4: 85,084 shares; 2025Q1: 83,984 shares; 2025Q2: 89,458 shares; 2025Q3: 326,840 shares; 2025Q4: 85,151 shares 85,151 $2.05M 0.03% -241,689 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,896 shares; 2025Q1: 2,092 shares; 2025Q2: 1,871 shares; 2025Q3: 1,998 shares; 2025Q4: 2,306 shares 2,306 $2.03M 0.03% +308 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: 19,923 shares; 2024Q4: 42,014 shares; 2025Q1: 43,251 shares; 2025Q2: 41,379 shares; 2025Q3: 16,513 shares; 2025Q4: 16,463 shares 16,463 $2.02M 0.03% -50 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: 14,102 shares; 2024Q4: 4,381 shares; 2025Q1: 4,411 shares; 2025Q2: 4,235 shares; 2025Q3: 3,603 shares; 2025Q4: 3,932 shares 3,932 $2.01M 0.03% +329 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,469 shares; 2024Q4: 17,008 shares; 2025Q1: 16,063 shares; 2025Q2: 15,629 shares; 2025Q3: 15,297 shares; 2025Q4: 15,249 shares 15,249 $2.01M 0.03% -48 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: 30,417 shares; 2024Q4: 28,822 shares; 2025Q1: 26,793 shares; 2025Q2: 26,619 shares; 2025Q3: 26,644 shares; 2025Q4: 23,679 shares 23,679 $1.99M 0.03% -2,965 Timeline RPG 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: 45,720 shares; 2024Q4: 44,842 shares; 2025Q1: 43,754 shares; 2025Q2: 43,495 shares; 2025Q3: 42,624 shares; 2025Q4: 42,458 shares 42,458 $1.98M 0.03% -166 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: 52,411 shares; 2024Q4: 55,167 shares; 2025Q1: 51,371 shares; 2025Q2: 51,610 shares; 2025Q3: 53,115 shares; 2025Q4: 53,713 shares 53,713 $1.95M 0.03% +598 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: 14,509 shares; 2024Q4: 14,020 shares; 2025Q1: 12,910 shares; 2025Q2: 26,506 shares; 2025Q3: 29,534 shares; 2025Q4: 22,622 shares 22,622 $1.93M 0.03% -6,912 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,558 shares; 2025Q2: 4,611 shares; 2025Q3: 4,615 shares; 2025Q4: 4,576 shares 4,576 $1.93M 0.03% -39 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: 4,537 shares; 2024Q4: 4,867 shares; 2025Q1: 5,303 shares; 2025Q2: 5,964 shares; 2025Q3: 6,504 shares; 2025Q4: 6,745 shares 6,745 $1.93M 0.03% +241 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 11,676 shares; 2025Q1: 3,067 shares; 2025Q2: 3,059 shares; 2025Q3: 6,810 shares; 2025Q4: 6,983 shares 6,983 $1.91M 0.03% +173 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 14,712 shares; 2025Q1: 14,747 shares; 2025Q2: 14,749 shares; 2025Q3: 95,112 shares; 2025Q4: 24,592 shares 24,592 $1.91M 0.03% -70,520 Timeline FXO 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: 28,767 shares; 2024Q4: 28,991 shares; 2025Q1: 31,312 shares; 2025Q2: 31,312 shares; 2025Q3: 31,313 shares; 2025Q4: 31,219 shares 31,219 $1.88M 0.03% -94 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: 8,439 shares; 2024Q4: 8,644 shares; 2025Q1: 8,063 shares; 2025Q2: 7,811 shares; 2025Q3: 8,429 shares; 2025Q4: 8,860 shares 8,860 $1.88M 0.03% +431 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: 20,949 shares; 2024Q4: 18,726 shares; 2025Q1: 17,232 shares; 2025Q2: 15,962 shares; 2025Q3: 16,961 shares; 2025Q4: 19,467 shares 19,467 $1.87M 0.03% +2,506 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: 1,859 shares; 2024Q4: 1,917 shares; 2025Q1: 1,586 shares; 2025Q2: 1,877 shares; 2025Q3: 1,805 shares; 2025Q4: 1,746 shares 1,746 $1.87M 0.03% -59 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: 27,225 shares; 2024Q4: 25,713 shares; 2025Q1: 29,356 shares; 2025Q2: 25,206 shares; 2025Q3: 44,980 shares; 2025Q4: 45,218 shares 45,218 $1.87M 0.03% +238 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 11,200 shares; 2025Q1: 11,360 shares; 2025Q2: 11,182 shares; 2025Q3: 11,025 shares; 2025Q4: 12,320 shares 12,320 $1.86M 0.03% +1,295 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: 10,673 shares; 2024Q4: 10,818 shares; 2025Q1: 10,853 shares; 2025Q2: 10,765 shares; 2025Q3: 11,110 shares; 2025Q4: 11,401 shares 11,401 $1.85M 0.03% +291 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,609 shares; 2025Q4: 78,149 shares 78,149 $1.85M 0.03% +30,540 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,253 shares; 2024Q4: 79,087 shares; 2025Q1: 80,691 shares; 2025Q2: 86,805 shares; 2025Q3: 88,094 shares; 2025Q4: 90,692 shares 90,692 $1.83M 0.03% +2,598 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 12,091 shares; 2025Q1: 17,509 shares; 2025Q2: 19,783 shares; 2025Q3: 33,531 shares; 2025Q4: 34,486 shares 34,486 $1.83M 0.03% +955 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: 2,751 shares; 2024Q4: 3,882 shares; 2025Q1: 4,655 shares; 2025Q2: 8,372 shares; 2025Q3: 5,243 shares; 2025Q4: 5,184 shares 5,184 $1.83M 0.03% -59 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: 3,358 shares; 2024Q4: 3,169 shares; 2025Q1: 3,270 shares; 2025Q2: 3,154 shares; 2025Q3: 3,270 shares; 2025Q4: 2,974 shares 2,974 $1.8M 0.03% -296 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: 16,413 shares; 2024Q4: 13,280 shares; 2025Q1: 18,907 shares; 2025Q2: 25,136 shares; 2025Q3: 27,339 shares; 2025Q4: 22,757 shares 22,757 $1.79M 0.03% -4,582 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: 11,325 shares; 2024Q4: 10,938 shares; 2025Q1: 10,564 shares; 2025Q2: 10,246 shares; 2025Q3: 10,741 shares; 2025Q4: 10,991 shares 10,991 $1.79M 0.03% +250 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,451 shares; 2024Q4: 118,882 shares; 2025Q1: 125,205 shares; 2025Q2: 92,186 shares; 2025Q3: 127,455 shares; 2025Q4: 13,439 shares 13,439 $1.78M 0.03% -114,016 Timeline IQQQ 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: 4,864 shares; 2024Q4: 11,281 shares; 2025Q1: 57,042 shares; 2025Q2: 58,851 shares; 2025Q3: 44,869 shares; 2025Q4: 40,094 shares 40,094 $1.78M 0.03% -4,775 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,343 shares; 2024Q4: 39,268 shares; 2025Q1: 39,299 shares; 2025Q2: 39,353 shares; 2025Q3: 39,406 shares; 2025Q4: 39,463 shares 39,463 $1.76M 0.03% +57 Timeline