IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,172 shares; 2024Q4: 1,616,043 shares; 2025Q1: 1,642,402 shares; 2025Q2: 1,724,153 shares; 2025Q3: 1,732,964 shares; 2025Q4: 1,730,714 shares 1,730,714 $1.19B 6.86% -2,250 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: 738,506 shares; 2024Q4: 750,895 shares; 2025Q1: 756,325 shares; 2025Q2: 781,145 shares; 2025Q3: 801,664 shares; 2025Q4: 928,129 shares 928,129 $633M 3.66% +126,465 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696,113 shares; 2024Q4: 1,875,776 shares; 2025Q1: 1,878,302 shares; 2025Q2: 1,886,893 shares; 2025Q3: 2,017,871 shares; 2025Q4: 2,166,803 shares 2,166,803 $589M 3.41% +148,932 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: 876,245 shares; 2024Q4: 957,632 shares; 2025Q1: 953,330 shares; 2025Q2: 926,612 shares; 2025Q3: 936,543 shares; 2025Q4: 1,004,159 shares 1,004,159 $486M 2.81% +67,616 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: 4,157,400 shares; 2024Q4: 4,665,678 shares; 2025Q1: 4,882,549 shares; 2025Q2: 5,293,658 shares; 2025Q3: 5,315,179 shares; 2025Q4: 5,429,206 shares 5,429,206 $358M 2.07% +114,027 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: 1,488,203 shares; 2024Q4: 1,555,014 shares; 2025Q1: 1,606,285 shares; 2025Q2: 1,529,438 shares; 2025Q3: 1,440,730 shares; 2025Q4: 1,520,148 shares 1,520,148 $284M 1.64% +79,418 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373,696 shares; 2024Q4: 3,587,226 shares; 2025Q1: 3,820,568 shares; 2025Q2: 4,032,047 shares; 2025Q3: 4,256,419 shares; 2025Q4: 4,455,575 shares 4,455,575 $278M 1.61% +199,156 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: 731,098 shares; 2024Q4: 839,961 shares; 2025Q1: 858,762 shares; 2025Q2: 829,689 shares; 2025Q3: 830,430 shares; 2025Q4: 833,778 shares 833,778 $261M 1.51% +3,348 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: 952,029 shares; 2024Q4: 1,025,962 shares; 2025Q1: 1,068,151 shares; 2025Q2: 1,064,938 shares; 2025Q3: 1,063,608 shares; 2025Q4: 1,123,277 shares 1,123,277 $259M 1.5% +59,669 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: 293,178 shares; 2024Q4: 330,675 shares; 2025Q1: 340,727 shares; 2025Q2: 345,449 shares; 2025Q3: 363,800 shares; 2025Q4: 407,117 shares 407,117 $250M 1.45% +43,317 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619,641 shares; 2024Q4: 1,821,021 shares; 2025Q1: 1,990,914 shares; 2025Q2: 2,026,145 shares; 2025Q3: 2,007,899 shares; 2025Q4: 2,031,625 shares 2,031,625 $244M 1.41% +23,726 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: 899,169 shares; 2024Q4: 929,219 shares; 2025Q1: 931,754 shares; 2025Q2: 943,374 shares; 2025Q3: 1,008,528 shares; 2025Q4: 996,705 shares 996,705 $219M 1.27% -11,823 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,586 shares; 2024Q4: 1,022,513 shares; 2025Q1: 985,720 shares; 2025Q2: 1,019,527 shares; 2025Q3: 1,020,960 shares; 2025Q4: 1,017,802 shares 1,017,802 $216M 1.25% -3,158 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: 600,311 shares; 2024Q4: 711,852 shares; 2025Q1: 675,061 shares; 2025Q2: 663,927 shares; 2025Q3: 625,259 shares; 2025Q4: 605,993 shares 605,993 $210M 1.21% -19,266 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: 1,629,083 shares; 2024Q4: 2,035,927 shares; 2025Q1: 2,029,211 shares; 2025Q2: 2,188,260 shares; 2025Q3: 2,233,244 shares; 2025Q4: 2,321,693 shares 2,321,693 $208M 1.2% +88,449 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: 674,424 shares; 2024Q4: 719,970 shares; 2025Q1: 716,339 shares; 2025Q2: 638,331 shares; 2025Q3: 616,067 shares; 2025Q4: 633,994 shares 633,994 $199M 1.15% +17,927 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: 2,491,175 shares; 2024Q4: 3,128,606 shares; 2025Q1: 3,360,460 shares; 2025Q2: 3,344,313 shares; 2025Q3: 3,473,637 shares; 2025Q4: 3,577,472 shares 3,577,472 $192M 1.11% +103,835 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: 392,959 shares; 2024Q4: 426,679 shares; 2025Q1: 420,529 shares; 2025Q2: 398,651 shares; 2025Q3: 400,448 shares; 2025Q4: 393,199 shares 393,199 $186M 1.08% -7,249 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,391 shares; 2024Q4: 247,280 shares; 2025Q1: 244,385 shares; 2025Q2: 249,015 shares; 2025Q3: 250,159 shares; 2025Q4: 265,202 shares 265,202 $160M 0.93% +15,043 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480,588 shares; 2024Q4: 1,834,492 shares; 2025Q1: 1,802,155 shares; 2025Q2: 2,108,966 shares; 2025Q3: 2,181,024 shares; 2025Q4: 2,262,898 shares 2,262,898 $152M 0.88% +81,874 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: 338,479 shares; 2024Q4: 406,767 shares; 2025Q1: 427,959 shares; 2025Q2: 440,915 shares; 2025Q3: 447,555 shares; 2025Q4: 463,946 shares 463,946 $149M 0.86% +16,391 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: 960,528 shares; 2024Q4: 1,203,770 shares; 2025Q1: 1,052,213 shares; 2025Q2: 1,114,092 shares; 2025Q3: 1,111,594 shares; 2025Q4: 1,113,823 shares 1,113,823 $137M 0.79% +2,229 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: not reported; 2024Q4: 1,422,922 shares; 2025Q1: 1,493,945 shares; 2025Q2: 1,446,099 shares; 2025Q3: 1,427,033 shares; 2025Q4: 1,356,435 shares 1,356,435 $136M 0.79% -70,598 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: 364,934 shares; 2024Q4: 378,908 shares; 2025Q1: 359,443 shares; 2025Q2: 355,582 shares; 2025Q3: 394,849 shares; 2025Q4: 403,542 shares 403,542 $135M 0.78% +8,693 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: 349,162 shares; 2024Q4: 391,978 shares; 2025Q1: 386,896 shares; 2025Q2: 359,628 shares; 2025Q3: 354,269 shares; 2025Q4: 378,286 shares 378,286 $133M 0.77% +24,017 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: 175,607 shares; 2024Q4: 205,134 shares; 2025Q1: 204,484 shares; 2025Q2: 208,599 shares; 2025Q3: 227,920 shares; 2025Q4: 263,356 shares 263,356 $132M 0.77% +35,436 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: 358,313 shares; 2024Q4: 499,693 shares; 2025Q1: 519,438 shares; 2025Q2: 539,434 shares; 2025Q3: 546,284 shares; 2025Q4: 576,067 shares 576,067 $132M 0.76% +29,783 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: 398,046 shares; 2024Q4: 511,491 shares; 2025Q1: 564,539 shares; 2025Q2: 561,519 shares; 2025Q3: 606,242 shares; 2025Q4: 625,313 shares 625,313 $129M 0.75% +19,071 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: 190,683 shares; 2024Q4: 206,359 shares; 2025Q1: 209,028 shares; 2025Q2: 187,612 shares; 2025Q3: 178,080 shares; 2025Q4: 187,575 shares 187,575 $124M 0.72% +9,495 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: 442,157 shares; 2024Q4: 456,761 shares; 2025Q1: 443,590 shares; 2025Q2: 481,751 shares; 2025Q3: 483,927 shares; 2025Q4: 495,097 shares 495,097 $122M 0.7% +11,170 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: 443,205 shares; 2024Q4: 510,602 shares; 2025Q1: 543,659 shares; 2025Q2: 556,734 shares; 2025Q3: 571,002 shares; 2025Q4: 633,714 shares 633,714 $121M 0.7% +62,712 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,560 shares; 2024Q4: 759,230 shares; 2025Q1: 748,252 shares; 2025Q2: 767,082 shares; 2025Q3: 772,382 shares; 2025Q4: 791,750 shares 791,750 $110M 0.64% +19,368 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 969,317 shares; 2025Q1: 966,296 shares; 2025Q2: 991,382 shares; 2025Q3: 1,057,304 shares; 2025Q4: 1,362,424 shares 1,362,424 $109M 0.63% +305,120 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,404,040 shares; 2025Q1: 1,412,921 shares; 2025Q2: 1,503,531 shares; 2025Q3: 1,593,430 shares; 2025Q4: 1,765,573 shares 1,765,573 $104M 0.6% +172,143 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: 449,314 shares; 2024Q4: 529,630 shares; 2025Q1: 533,290 shares; 2025Q2: 527,003 shares; 2025Q3: 526,216 shares; 2025Q4: 553,772 shares 553,772 $102M 0.59% +27,556 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: 99,652 shares; 2024Q4: 108,717 shares; 2025Q1: 109,556 shares; 2025Q2: 82,495 shares; 2025Q3: 84,897 shares; 2025Q4: 91,322 shares 91,322 $98.1M 0.57% +6,425 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: 86,370 shares; 2024Q4: 98,107 shares; 2025Q1: 94,896 shares; 2025Q2: 95,818 shares; 2025Q3: 102,747 shares; 2025Q4: 105,785 shares 105,785 $91.2M 0.53% +3,038 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: 77,623 shares; 2024Q4: 120,045 shares; 2025Q1: 124,223 shares; 2025Q2: 128,494 shares; 2025Q3: 134,331 shares; 2025Q4: 143,912 shares 143,912 $90.3M 0.52% +9,581 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: 410,133 shares; 2024Q4: 527,127 shares; 2025Q1: 539,503 shares; 2025Q2: 548,346 shares; 2025Q3: 578,638 shares; 2025Q4: 598,900 shares 598,900 $85.8M 0.5% +20,262 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,342 shares; 2024Q4: 241,057 shares; 2025Q1: 257,832 shares; 2025Q2: 246,019 shares; 2025Q3: 216,476 shares; 2025Q4: 257,907 shares 257,907 $83.6M 0.48% +41,431 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145,505 shares; 2025Q1: 1,189,780 shares; 2025Q2: 1,243,214 shares; 2025Q3: 1,460,114 shares; 2025Q4: 1,572,299 shares 1,572,299 $83.1M 0.48% +112,185 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: 214,920 shares; 2024Q4: 239,346 shares; 2025Q1: 239,514 shares; 2025Q2: 230,667 shares; 2025Q3: 227,066 shares; 2025Q4: 238,243 shares 238,243 $82M 0.47% +11,177 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: 810,541 shares; 2024Q4: 955,454 shares; 2025Q1: 940,089 shares; 2025Q2: 946,246 shares; 2025Q3: 982,999 shares; 2025Q4: 1,041,403 shares 1,041,403 $80.2M 0.46% +58,404 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: 307,962 shares; 2024Q4: 320,421 shares; 2025Q1: 326,012 shares; 2025Q2: 358,539 shares; 2025Q3: 356,398 shares; 2025Q4: 362,100 shares 362,100 $76.2M 0.44% +5,702 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: 216,555 shares; 2024Q4: 220,165 shares; 2025Q1: 236,231 shares; 2025Q2: 248,588 shares; 2025Q3: 263,317 shares; 2025Q4: 249,858 shares 249,858 $75.9M 0.44% -13,459 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: not reported; 2024Q4: 1,479,244 shares; 2025Q1: 1,427,916 shares; 2025Q2: 1,506,101 shares; 2025Q3: 1,536,980 shares; 2025Q4: 1,494,138 shares 1,494,138 $74.1M 0.43% -42,842 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: 518,973 shares; 2024Q4: 2,237,436 shares; 2025Q1: 2,251,048 shares; 2025Q2: 2,252,000 shares; 2025Q3: 2,258,299 shares; 2025Q4: 2,242,182 shares 2,242,182 $73.1M 0.42% -16,117 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: 257,109 shares; 2024Q4: 335,080 shares; 2025Q1: 341,558 shares; 2025Q2: 342,770 shares; 2025Q3: 332,709 shares; 2025Q4: 362,437 shares 362,437 $70.6M 0.41% +29,728 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,005 shares; 2024Q4: 782,332 shares; 2025Q1: 741,086 shares; 2025Q2: 729,867 shares; 2025Q3: 731,628 shares; 2025Q4: 723,583 shares 723,583 $70.1M 0.41% -8,045 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: 452,464 shares; 2024Q4: 520,919 shares; 2025Q1: 516,136 shares; 2025Q2: 542,905 shares; 2025Q3: 597,953 shares; 2025Q4: 623,051 shares 623,051 $69.4M 0.4% +25,098 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: 159,538 shares; 2024Q4: 511,862 shares; 2025Q1: 502,800 shares; 2025Q2: 498,855 shares; 2025Q3: 505,973 shares; 2025Q4: 712,694 shares 712,694 $67.1M 0.39% +206,721 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: 284,769 shares; 2024Q4: 443,782 shares; 2025Q1: 448,550 shares; 2025Q2: 474,428 shares; 2025Q3: 508,448 shares; 2025Q4: 556,359 shares 556,359 $67M 0.39% +47,911 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: 12,977 shares; 2024Q4: 13,224 shares; 2025Q1: 13,255 shares; 2025Q2: 12,325 shares; 2025Q3: 12,321 shares; 2025Q4: 12,244 shares 12,244 $65.6M 0.38% -77 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: 169,375 shares; 2024Q4: 171,205 shares; 2025Q1: 186,749 shares; 2025Q2: 224,275 shares; 2025Q3: 191,138 shares; 2025Q4: 194,829 shares 194,829 $64.3M 0.37% +3,691 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: 344,095 shares; 2024Q4: 345,252 shares; 2025Q1: 345,449 shares; 2025Q2: 351,634 shares; 2025Q3: 350,123 shares; 2025Q4: 361,197 shares 361,197 $61.8M 0.36% +11,074 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: 406,009 shares; 2024Q4: 2,139,147 shares; 2025Q1: 2,143,256 shares; 2025Q2: 2,177,360 shares; 2025Q3: 2,192,181 shares; 2025Q4: 2,246,369 shares 2,246,369 $61.6M 0.36% +54,188 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: 401,386 shares; 2024Q4: 451,926 shares; 2025Q1: 453,597 shares; 2025Q2: 481,563 shares; 2025Q3: 481,793 shares; 2025Q4: 486,690 shares 486,690 $61M 0.35% +4,897 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: not reported; 2024Q4: 518,559 shares; 2025Q1: 544,946 shares; 2025Q2: 529,102 shares; 2025Q3: 587,425 shares; 2025Q4: 747,707 shares 747,707 $60.7M 0.35% +160,282 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: 888,756 shares; 2024Q4: 1,035,740 shares; 2025Q1: 1,034,680 shares; 2025Q2: 1,076,005 shares; 2025Q3: 1,062,607 shares; 2025Q4: 1,082,459 shares 1,082,459 $59.5M 0.34% +19,852 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: 175,575 shares; 2024Q4: 174,101 shares; 2025Q1: 171,695 shares; 2025Q2: 169,218 shares; 2025Q3: 166,508 shares; 2025Q4: 410,714 shares 410,714 $59.1M 0.34% +244,206 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: 96,203 shares; 2024Q4: 118,065 shares; 2025Q1: 117,306 shares; 2025Q2: 105,732 shares; 2025Q3: 98,912 shares; 2025Q4: 102,617 shares 102,617 $58.6M 0.34% +3,705 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,034,153 shares; 2025Q1: 2,287,479 shares; 2025Q2: 2,410,055 shares; 2025Q3: 2,500,032 shares; 2025Q4: 2,907,934 shares 2,907,934 $57.4M 0.33% +407,902 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: 56,355 shares; 2024Q4: 79,212 shares; 2025Q1: 77,332 shares; 2025Q2: 76,223 shares; 2025Q3: 76,581 shares; 2025Q4: 75,182 shares 75,182 $56.7M 0.33% -1,399 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: not reported; 2024Q4: 436,414 shares; 2025Q1: 470,457 shares; 2025Q2: 476,652 shares; 2025Q3: 561,894 shares; 2025Q4: 586,920 shares 586,920 $56.4M 0.33% +25,026 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: 91,636 shares; 2024Q4: 103,330 shares; 2025Q1: 103,503 shares; 2025Q2: 103,358 shares; 2025Q3: 108,812 shares; 2025Q4: 114,772 shares 114,772 $56M 0.32% +5,960 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,439,315 shares; 2025Q1: 2,634,569 shares; 2025Q2: 2,548,276 shares; 2025Q3: 2,517,245 shares; 2025Q4: 2,750,105 shares 2,750,105 $53.8M 0.31% +232,860 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: 161,286 shares; 2024Q4: 262,091 shares; 2025Q1: 287,031 shares; 2025Q2: 240,118 shares; 2025Q3: 254,415 shares; 2025Q4: 280,648 shares 280,648 $53.6M 0.31% +26,233 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: not reported; 2024Q4: 717,721 shares; 2025Q1: 752,883 shares; 2025Q2: 823,158 shares; 2025Q3: 885,174 shares; 2025Q4: 981,677 shares 981,677 $52.9M 0.31% +96,503 Timeline QLTA ISHARES TR More: 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: 831,436 shares; 2025Q1: 878,221 shares; 2025Q2: 932,200 shares; 2025Q3: 1,013,918 shares; 2025Q4: 1,096,494 shares 1,096,494 $52.7M 0.3% +82,576 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: 124,958 shares; 2024Q4: 212,569 shares; 2025Q1: 208,415 shares; 2025Q2: 188,608 shares; 2025Q3: 196,765 shares; 2025Q4: 204,235 shares 204,235 $52.7M 0.3% +7,470 Timeline SLQD ISHARES TR More: 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: 802,146 shares; 2025Q1: 854,094 shares; 2025Q2: 879,957 shares; 2025Q3: 951,302 shares; 2025Q4: 1,030,751 shares 1,030,751 $52.3M 0.3% +79,449 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,149 shares; 2024Q4: 151,111 shares; 2025Q1: 168,063 shares; 2025Q2: 164,457 shares; 2025Q3: 166,144 shares; 2025Q4: 178,934 shares 178,934 $51.5M 0.3% +12,790 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: 87,431 shares; 2024Q4: 103,432 shares; 2025Q1: 108,528 shares; 2025Q2: 117,703 shares; 2025Q3: 111,144 shares; 2025Q4: 114,083 shares 114,083 $51.3M 0.3% +2,939 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: 132,362 shares; 2024Q4: 148,761 shares; 2025Q1: 146,748 shares; 2025Q2: 148,599 shares; 2025Q3: 156,670 shares; 2025Q4: 167,511 shares 167,511 $51.2M 0.3% +10,841 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: 1,579,518 shares; 2025Q1: 1,620,472 shares; 2025Q2: 1,715,318 shares; 2025Q3: 1,850,212 shares; 2025Q4: 1,931,743 shares 1,931,743 $49.7M 0.29% +81,531 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: 275,172 shares; 2024Q4: 344,702 shares; 2025Q1: 344,440 shares; 2025Q2: 318,252 shares; 2025Q3: 327,639 shares; 2025Q4: 342,205 shares 342,205 $49.1M 0.28% +14,566 Timeline VONE 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: 130,295 shares; 2024Q4: 133,967 shares; 2025Q1: 140,705 shares; 2025Q2: 151,668 shares; 2025Q3: 154,689 shares; 2025Q4: 156,682 shares 156,682 $48.4M 0.28% +1,993 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,306 shares; 2024Q4: 148,822 shares; 2025Q1: 150,339 shares; 2025Q2: 157,131 shares; 2025Q3: 153,154 shares; 2025Q4: 152,219 shares 152,219 $47.5M 0.27% -935 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: not reported; 2024Q4: 304,507 shares; 2025Q1: 325,521 shares; 2025Q2: 353,400 shares; 2025Q3: 417,559 shares; 2025Q4: 471,988 shares 471,988 $47.1M 0.27% +54,429 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,415 shares; 2024Q4: 258,696 shares; 2025Q1: 257,113 shares; 2025Q2: 257,179 shares; 2025Q3: 254,083 shares; 2025Q4: 258,426 shares 258,426 $46.8M 0.27% +4,343 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: 60,265 shares; 2024Q4: 63,123 shares; 2025Q1: 66,131 shares; 2025Q2: 56,927 shares; 2025Q3: 47,218 shares; 2025Q4: 493,055 shares 493,055 $46.2M 0.27% +445,837 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: 626,346 shares; 2024Q4: 1,631,320 shares; 2025Q1: 1,667,967 shares; 2025Q2: 1,901,395 shares; 2025Q3: 1,878,430 shares; 2025Q4: 1,901,550 shares 1,901,550 $45.7M 0.26% +23,120 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: 193,005 shares; 2024Q4: 248,531 shares; 2025Q1: 243,086 shares; 2025Q2: 248,522 shares; 2025Q3: 266,127 shares; 2025Q4: 284,987 shares 284,987 $43.4M 0.25% +18,860 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: 353,151 shares; 2024Q4: 357,959 shares; 2025Q1: 330,251 shares; 2025Q2: 332,483 shares; 2025Q3: 326,541 shares; 2025Q4: 329,790 shares 329,790 $43.4M 0.25% +3,249 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: 358,564 shares; 2024Q4: 377,344 shares; 2025Q1: 379,580 shares; 2025Q2: 434,754 shares; 2025Q3: 432,002 shares; 2025Q4: 439,833 shares 439,833 $42.3M 0.24% +7,831 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327,453 shares; 2025Q1: 1,565,233 shares; 2025Q2: 1,569,972 shares; 2025Q3: 1,674,121 shares; 2025Q4: 2,050,907 shares 2,050,907 $42.2M 0.24% +376,786 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: 832,676 shares; 2024Q4: 966,765 shares; 2025Q1: 979,546 shares; 2025Q2: 984,942 shares; 2025Q3: 1,005,992 shares; 2025Q4: 1,019,759 shares 1,019,759 $41.5M 0.24% +13,767 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: 101,729 shares; 2024Q4: 110,657 shares; 2025Q1: 107,803 shares; 2025Q2: 108,879 shares; 2025Q3: 119,006 shares; 2025Q4: 130,372 shares 130,372 $41.5M 0.24% +11,366 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: not reported; 2024Q4: 88,484 shares; 2025Q1: 80,963 shares; 2025Q2: 493,111 shares; 2025Q3: 619,237 shares; 2025Q4: 805,176 shares 805,176 $40.7M 0.24% +185,939 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816,466 shares; 2024Q4: 872,118 shares; 2025Q1: 915,075 shares; 2025Q2: 987,085 shares; 2025Q3: 1,026,428 shares; 2025Q4: 1,054,858 shares 1,054,858 $40.2M 0.23% +28,430 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: 90,399 shares; 2024Q4: 107,075 shares; 2025Q1: 108,032 shares; 2025Q2: 129,597 shares; 2025Q3: 118,797 shares; 2025Q4: 111,442 shares 111,442 $39.2M 0.23% -7,355 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,189,114 shares; 2025Q1: 1,525,065 shares; 2025Q2: 1,671,357 shares; 2025Q3: 1,786,790 shares; 2025Q4: 2,067,834 shares 2,067,834 $38.9M 0.23% +281,044 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: 423,522 shares; 2024Q4: 439,316 shares; 2025Q1: 432,124 shares; 2025Q2: 486,819 shares; 2025Q3: 516,774 shares; 2025Q4: 556,194 shares 556,194 $38.9M 0.22% +39,420 Timeline IGF ISHARES TR More: 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: 366,553 shares; 2025Q1: 506,765 shares; 2025Q2: 562,147 shares; 2025Q3: 587,257 shares; 2025Q4: 627,890 shares 627,890 $38.5M 0.22% +40,633 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304,010 shares; 2025Q1: 312,180 shares; 2025Q2: 317,095 shares; 2025Q3: 366,732 shares; 2025Q4: 377,893 shares 377,893 $38.4M 0.22% +11,161 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: 351,004 shares; 2024Q4: 394,903 shares; 2025Q1: 392,971 shares; 2025Q2: 395,969 shares; 2025Q3: 395,250 shares; 2025Q4: 398,489 shares 398,489 $38.3M 0.22% +3,239 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: 64,476 shares; 2024Q4: 89,304 shares; 2025Q1: 88,177 shares; 2025Q2: 87,617 shares; 2025Q3: 98,486 shares; 2025Q4: 101,178 shares 101,178 $37.4M 0.22% +2,692 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: 136,542 shares; 2024Q4: 407,033 shares; 2025Q1: 431,103 shares; 2025Q2: 438,744 shares; 2025Q3: 511,503 shares; 2025Q4: 647,439 shares 647,439 $37.1M 0.21% +135,936 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: 91,063 shares; 2024Q4: 106,523 shares; 2025Q1: 105,327 shares; 2025Q2: 106,636 shares; 2025Q3: 114,837 shares; 2025Q4: 127,536 shares 127,536 $37M 0.21% +12,699 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: 101,540 shares; 2024Q4: 108,703 shares; 2025Q1: 107,656 shares; 2025Q2: 109,087 shares; 2025Q3: 112,392 shares; 2025Q4: 118,874 shares 118,874 $36.6M 0.21% +6,482 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: 6,297 shares; 2024Q4: 895,389 shares; 2025Q1: 850,485 shares; 2025Q2: 805,968 shares; 2025Q3: 813,301 shares; 2025Q4: 815,024 shares 815,024 $36.2M 0.21% +1,723 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: 135,564 shares; 2024Q4: 155,752 shares; 2025Q1: 156,213 shares; 2025Q2: 155,389 shares; 2025Q3: 142,943 shares; 2025Q4: 134,798 shares 134,798 $36.2M 0.21% -8,145 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: 198,901 shares; 2024Q4: 193,403 shares; 2025Q1: 191,311 shares; 2025Q2: 199,731 shares; 2025Q3: 214,180 shares; 2025Q4: 232,822 shares 232,822 $36M 0.21% +18,642 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: 193,629 shares; 2024Q4: 194,984 shares; 2025Q1: 192,250 shares; 2025Q2: 194,108 shares; 2025Q3: 199,867 shares; 2025Q4: 181,357 shares 181,357 $35.4M 0.2% -18,510 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,905 shares; 2024Q4: 334,029 shares; 2025Q1: 312,953 shares; 2025Q2: 289,831 shares; 2025Q3: 238,497 shares; 2025Q4: 221,977 shares 221,977 $34.8M 0.2% -16,520 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: 14,284 shares; 2024Q4: 22,506 shares; 2025Q1: 39,577 shares; 2025Q2: 43,157 shares; 2025Q3: 51,025 shares; 2025Q4: 59,202 shares 59,202 $34.3M 0.2% +8,177 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: 105,245 shares; 2024Q4: 132,258 shares; 2025Q1: 133,058 shares; 2025Q2: 135,116 shares; 2025Q3: 173,692 shares; 2025Q4: 221,915 shares 221,915 $34.1M 0.2% +48,223 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: 164,913 shares; 2024Q4: 180,353 shares; 2025Q1: 172,875 shares; 2025Q2: 252,381 shares; 2025Q3: 290,739 shares; 2025Q4: 323,491 shares 323,491 $34.1M 0.2% +32,752 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: not reported; 2024Q4: 1,536,412 shares; 2025Q1: 1,585,683 shares; 2025Q2: 1,644,525 shares; 2025Q3: 1,777,084 shares; 2025Q4: 1,868,131 shares 1,868,131 $34M 0.2% +91,047 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,700 shares; 2024Q4: 102,207 shares; 2025Q1: 101,288 shares; 2025Q2: 101,692 shares; 2025Q3: 100,192 shares; 2025Q4: 103,345 shares 103,345 $33.4M 0.19% +3,153 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,271 shares; 2024Q4: 254,776 shares; 2025Q1: 269,883 shares; 2025Q2: 283,850 shares; 2025Q3: 311,364 shares; 2025Q4: 323,673 shares 323,673 $33M 0.19% +12,309 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,870 shares; 2024Q4: 1,314,758 shares; 2025Q1: 1,310,049 shares; 2025Q2: 1,302,510 shares; 2025Q3: 1,224,113 shares; 2025Q4: 1,224,401 shares 1,224,401 $32.9M 0.19% +288 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: 17,124 shares; 2024Q4: 24,287 shares; 2025Q1: 24,641 shares; 2025Q2: 34,228 shares; 2025Q3: 45,780 shares; 2025Q4: 56,714 shares 56,714 $32.5M 0.19% +10,934 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: 20,044 shares; 2025Q1: 23,676 shares; 2025Q2: 25,024 shares; 2025Q3: 29,411 shares; 2025Q4: 30,320 shares 30,320 $32.5M 0.19% +909 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: not reported; 2025Q4: 637,423 shares 637,423 $32.2M 0.19% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,019,524 shares; 2025Q1: 1,037,866 shares; 2025Q2: 1,075,981 shares; 2025Q3: 1,169,311 shares; 2025Q4: 1,263,570 shares 1,263,570 $30.8M 0.18% +94,259 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,046 shares; 2024Q4: 993,830 shares; 2025Q1: 1,006,158 shares; 2025Q2: 1,113,342 shares; 2025Q3: 1,098,948 shares; 2025Q4: 1,165,113 shares 1,165,113 $30.6M 0.18% +66,165 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 25 shares; 2025Q2: 24 shares; 2025Q3: 26 shares; 2025Q4: 40 shares 40 $30.2M 0.17% +14 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: 18,268 shares; 2024Q4: 26,149 shares; 2025Q1: 30,662 shares; 2025Q2: 31,065 shares; 2025Q3: 31,101 shares; 2025Q4: 34,298 shares 34,298 $30.1M 0.17% +3,197 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,102 shares; 2024Q4: 965,484 shares; 2025Q1: 976,571 shares; 2025Q2: 976,343 shares; 2025Q3: 993,670 shares; 2025Q4: 1,006,075 shares 1,006,075 $29.8M 0.17% +12,405 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: 75,607 shares; 2024Q4: 79,166 shares; 2025Q1: 79,306 shares; 2025Q2: 81,268 shares; 2025Q3: 79,225 shares; 2025Q4: 77,471 shares 77,471 $28.9M 0.17% -1,754 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,954 shares; 2024Q4: 165,784 shares; 2025Q1: 161,388 shares; 2025Q2: 162,634 shares; 2025Q3: 161,946 shares; 2025Q4: 162,441 shares 162,441 $28.8M 0.17% +495 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: 438,656 shares; 2024Q4: 460,420 shares; 2025Q1: 472,953 shares; 2025Q2: 453,245 shares; 2025Q3: 430,375 shares; 2025Q4: 478,474 shares 478,474 $28.8M 0.17% +48,099 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 911,580 shares; 2025Q1: 923,274 shares; 2025Q2: 886,104 shares; 2025Q3: 880,687 shares; 2025Q4: 927,375 shares 927,375 $28.7M 0.17% +46,688 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: 250,001 shares; 2024Q4: 260,022 shares; 2025Q1: 280,664 shares; 2025Q2: 340,341 shares; 2025Q3: 348,482 shares; 2025Q4: 366,825 shares 366,825 $28.4M 0.16% +18,343 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,818 shares; 2024Q4: 42,014 shares; 2025Q1: 41,060 shares; 2025Q2: 42,471 shares; 2025Q3: 51,623 shares; 2025Q4: 110,400 shares 110,400 $28.4M 0.16% +58,777 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: 39,431 shares; 2024Q4: 71,026 shares; 2025Q1: 71,398 shares; 2025Q2: 70,631 shares; 2025Q3: 77,291 shares; 2025Q4: 86,424 shares 86,424 $28.3M 0.16% +9,133 Timeline DFAU 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: 399,786 shares; 2024Q4: 434,465 shares; 2025Q1: 486,574 shares; 2025Q2: 524,082 shares; 2025Q3: 548,527 shares; 2025Q4: 589,036 shares 589,036 $27.6M 0.16% +40,509 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: 110,991 shares; 2024Q4: 130,430 shares; 2025Q1: 130,816 shares; 2025Q2: 131,317 shares; 2025Q3: 127,437 shares; 2025Q4: 117,764 shares 117,764 $27.2M 0.16% -9,673 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,686 shares; 2024Q4: 798,089 shares; 2025Q1: 683,006 shares; 2025Q2: 619,900 shares; 2025Q3: 705,889 shares; 2025Q4: 616,761 shares 616,761 $27M 0.16% -89,128 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: 113,978 shares; 2024Q4: 123,264 shares; 2025Q1: 123,079 shares; 2025Q2: 133,791 shares; 2025Q3: 133,346 shares; 2025Q4: 187,872 shares 187,872 $25.7M 0.15% +54,526 Timeline BSCU 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: not reported; 2024Q4: 900,077 shares; 2025Q1: 1,059,281 shares; 2025Q2: 1,164,560 shares; 2025Q3: 1,270,092 shares; 2025Q4: 1,499,349 shares 1,499,349 $25.4M 0.15% +229,257 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: 54,377 shares; 2024Q4: 62,705 shares; 2025Q1: 63,199 shares; 2025Q2: 63,692 shares; 2025Q3: 78,425 shares; 2025Q4: 84,688 shares 84,688 $25.1M 0.15% +6,263 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: 51,633 shares; 2024Q4: 79,400 shares; 2025Q1: 96,868 shares; 2025Q2: 102,493 shares; 2025Q3: 106,994 shares; 2025Q4: 111,903 shares 111,903 $24.6M 0.14% +4,909 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: 93,009 shares; 2024Q4: 91,137 shares; 2025Q1: 89,356 shares; 2025Q2: 89,399 shares; 2025Q3: 98,399 shares; 2025Q4: 101,282 shares 101,282 $24.4M 0.14% +2,883 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,040 shares; 2024Q4: 365,783 shares; 2025Q1: 387,655 shares; 2025Q2: 405,542 shares; 2025Q3: 474,361 shares; 2025Q4: 532,648 shares 532,648 $24.1M 0.14% +58,287 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: 5,201 shares; 2025Q1: 5,227 shares; 2025Q2: 5,768 shares; 2025Q3: 649,350 shares; 2025Q4: 654,876 shares 654,876 $24M 0.14% +5,526 Timeline STIP ISHARES TR More: 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: 221,334 shares; 2025Q1: 229,708 shares; 2025Q2: 216,163 shares; 2025Q3: 225,729 shares; 2025Q4: 230,231 shares 230,231 $23.6M 0.14% +4,502 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: 117,257 shares; 2024Q4: 187,151 shares; 2025Q1: 192,776 shares; 2025Q2: 189,997 shares; 2025Q3: 200,314 shares; 2025Q4: 207,134 shares 207,134 $23.6M 0.14% +6,820 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,083 shares; 2025Q1: 316,266 shares; 2025Q2: 345,104 shares; 2025Q3: 370,268 shares; 2025Q4: 383,530 shares 383,530 $23.3M 0.13% +13,262 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,113 shares; 2024Q4: 251,873 shares; 2025Q1: 273,585 shares; 2025Q2: 294,238 shares; 2025Q3: 312,077 shares; 2025Q4: 307,456 shares 307,456 $23.2M 0.13% -4,621 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: 102,973 shares; 2024Q4: 188,305 shares; 2025Q1: 185,183 shares; 2025Q2: 184,166 shares; 2025Q3: 244,232 shares; 2025Q4: 261,910 shares 261,910 $23.2M 0.13% +17,678 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: 127,347 shares; 2024Q4: 126,745 shares; 2025Q1: 124,655 shares; 2025Q2: 124,596 shares; 2025Q3: 137,443 shares; 2025Q4: 142,663 shares 142,663 $23.1M 0.13% +5,220 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,312 shares; 2025Q1: 39,683 shares; 2025Q2: 40,052 shares; 2025Q3: 551,574 shares; 2025Q4: 549,620 shares 549,620 $22.6M 0.13% -1,954 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: 27,190 shares; 2024Q4: 26,370 shares; 2025Q1: 26,807 shares; 2025Q2: 27,887 shares; 2025Q3: 32,519 shares; 2025Q4: 39,844 shares 39,844 $22.6M 0.13% +7,325 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: 79,670 shares; 2024Q4: 182,850 shares; 2025Q1: 166,296 shares; 2025Q2: 131,888 shares; 2025Q3: 120,083 shares; 2025Q4: 121,329 shares 121,329 $22.3M 0.13% +1,246 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,237 shares; 2024Q4: 163,312 shares; 2025Q1: 166,890 shares; 2025Q2: 166,877 shares; 2025Q3: 169,025 shares; 2025Q4: 168,309 shares 168,309 $22.3M 0.13% -716 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,738 shares; 2025Q1: 239,631 shares; 2025Q2: 251,326 shares; 2025Q3: 255,711 shares; 2025Q4: 284,878 shares 284,878 $22.2M 0.13% +29,167 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,628 shares; 2024Q4: 263,286 shares; 2025Q1: 245,136 shares; 2025Q2: 251,283 shares; 2025Q3: 248,438 shares; 2025Q4: 249,276 shares 249,276 $22M 0.13% +838 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: 37,632 shares; 2024Q4: 44,802 shares; 2025Q1: 43,257 shares; 2025Q2: 56,694 shares; 2025Q3: 58,271 shares; 2025Q4: 62,211 shares 62,211 $21.8M 0.13% +3,940 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: 258,766 shares; 2024Q4: 262,593 shares; 2025Q1: 258,565 shares; 2025Q2: 256,263 shares; 2025Q3: 285,905 shares; 2025Q4: 310,913 shares 310,913 $21.6M 0.12% +25,008 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 64,737 shares; 2025Q1: 65,609 shares; 2025Q2: 68,221 shares; 2025Q3: 68,526 shares; 2025Q4: 95,979 shares 95,979 $21.6M 0.12% +27,453 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,690 shares; 2025Q1: 1,339 shares; 2025Q2: 1,488 shares; 2025Q3: 1,509 shares; 2025Q4: 26,459 shares 26,459 $21.4M 0.12% +24,950 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: 26,221 shares; 2024Q4: 70,044 shares; 2025Q1: 72,666 shares; 2025Q2: 75,190 shares; 2025Q3: 76,570 shares; 2025Q4: 75,344 shares 75,344 $21M 0.12% -1,226 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,384 shares; 2024Q4: 180,142 shares; 2025Q1: 179,349 shares; 2025Q2: 180,975 shares; 2025Q3: 185,805 shares; 2025Q4: 184,933 shares 184,933 $21M 0.12% -872 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: 181,596 shares; 2024Q4: 209,009 shares; 2025Q1: 222,755 shares; 2025Q2: 238,293 shares; 2025Q3: 252,791 shares; 2025Q4: 236,851 shares 236,851 $20.7M 0.12% -15,940 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 369,989 shares; 2025Q1: 375,989 shares; 2025Q2: 392,822 shares; 2025Q3: 415,978 shares; 2025Q4: 420,428 shares 420,428 $20.5M 0.12% +4,450 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: not reported; 2024Q4: 44,219 shares; 2025Q1: 48,979 shares; 2025Q2: 47,805 shares; 2025Q3: 50,373 shares; 2025Q4: 51,392 shares 51,392 $20.4M 0.12% +1,019 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,867 shares; 2024Q4: 640,075 shares; 2025Q1: 615,755 shares; 2025Q2: 622,161 shares; 2025Q3: 628,570 shares; 2025Q4: 629,049 shares 629,049 $20.2M 0.12% +479 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,546 shares; 2025Q1: 150,146 shares; 2025Q2: 150,335 shares; 2025Q3: 299,051 shares; 2025Q4: 275,571 shares 275,571 $19.9M 0.12% -23,480 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: 28,890 shares; 2024Q4: 29,074 shares; 2025Q1: 37,598 shares; 2025Q2: 40,946 shares; 2025Q3: 46,539 shares; 2025Q4: 45,420 shares 45,420 $19.4M 0.11% -1,119 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: 98,568 shares; 2024Q4: 96,802 shares; 2025Q1: 89,639 shares; 2025Q2: 88,227 shares; 2025Q3: 84,885 shares; 2025Q4: 89,715 shares 89,715 $19.2M 0.11% +4,830 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: 40,491 shares; 2024Q4: 43,656 shares; 2025Q1: 42,809 shares; 2025Q2: 43,346 shares; 2025Q3: 61,878 shares; 2025Q4: 73,117 shares 73,117 $18.8M 0.11% +11,239 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: not reported; 2024Q4: 162,822 shares; 2025Q1: 179,077 shares; 2025Q2: 178,918 shares; 2025Q3: 194,777 shares; 2025Q4: 195,376 shares 195,376 $18.6M 0.11% +599 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,348,047 shares; 2025Q1: 1,374,377 shares; 2025Q2: 1,310,340 shares; 2025Q3: 1,296,257 shares; 2025Q4: 1,363,944 shares 1,363,944 $18.5M 0.11% +67,687 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: 12,026 shares; 2024Q4: 12,749 shares; 2025Q1: 13,486 shares; 2025Q2: 14,589 shares; 2025Q3: 23,584 shares; 2025Q4: 120,763 shares 120,763 $18.5M 0.11% +97,179 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: 110,878 shares; 2024Q4: 104,060 shares; 2025Q1: 113,278 shares; 2025Q2: 113,072 shares; 2025Q3: 113,702 shares; 2025Q4: 102,873 shares 102,873 $18.1M 0.1% -10,829 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: 171,658 shares; 2024Q4: 181,549 shares; 2025Q1: 178,029 shares; 2025Q2: 178,197 shares; 2025Q3: 201,405 shares; 2025Q4: 223,657 shares 223,657 $18M 0.1% +22,252 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: 51,516 shares; 2024Q4: 51,705 shares; 2025Q1: 52,306 shares; 2025Q2: 52,174 shares; 2025Q3: 63,821 shares; 2025Q4: 65,658 shares 65,658 $17.9M 0.1% +1,837 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,013 shares; 2024Q4: 85,540 shares; 2025Q1: 20,320 shares; 2025Q2: 19,117 shares; 2025Q3: 491,573 shares; 2025Q4: 455,359 shares 455,359 $17.6M 0.1% -36,214 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: 30,856 shares; 2024Q4: 34,839 shares; 2025Q1: 34,031 shares; 2025Q2: 34,260 shares; 2025Q3: 35,732 shares; 2025Q4: 37,105 shares 37,105 $17.4M 0.1% +1,373 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,739 shares; 2024Q4: 242,469 shares; 2025Q1: 241,588 shares; 2025Q2: 242,414 shares; 2025Q3: 251,472 shares; 2025Q4: 377,573 shares 377,573 $17.3M 0.1% +126,101 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: 22,095 shares; 2024Q4: 33,475 shares; 2025Q1: 37,808 shares; 2025Q2: 56,294 shares; 2025Q3: 63,513 shares; 2025Q4: 68,266 shares 68,266 $17.3M 0.1% +4,753 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,011 shares; 2024Q4: 335,397 shares; 2025Q1: 332,831 shares; 2025Q2: 339,307 shares; 2025Q3: 336,976 shares; 2025Q4: 332,458 shares 332,458 $17.2M 0.1% -4,518 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,514 shares; 2024Q4: 199,466 shares; 2025Q1: 204,183 shares; 2025Q2: 189,078 shares; 2025Q3: 168,942 shares; 2025Q4: 165,522 shares 165,522 $17.1M 0.1% -3,420 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: 166,662 shares; 2024Q4: 238,997 shares; 2025Q1: 277,902 shares; 2025Q2: 255,257 shares; 2025Q3: 271,814 shares; 2025Q4: 310,607 shares 310,607 $17M 0.1% +38,793 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: 37,203 shares; 2024Q4: 39,796 shares; 2025Q1: 37,266 shares; 2025Q2: 37,987 shares; 2025Q3: 33,059 shares; 2025Q4: 35,103 shares 35,103 $17M 0.1% +2,044 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: 105,503 shares; 2024Q4: 370,270 shares; 2025Q1: 379,204 shares; 2025Q2: 386,071 shares; 2025Q3: 458,078 shares; 2025Q4: 616,193 shares 616,193 $16.8M 0.1% +158,115 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: 97,046 shares; 2024Q4: 183,035 shares; 2025Q1: 182,398 shares; 2025Q2: 181,403 shares; 2025Q3: 181,364 shares; 2025Q4: 179,101 shares 179,101 $16.7M 0.1% -2,263 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,648 shares; 2024Q4: 60,787 shares; 2025Q1: 91,397 shares; 2025Q2: 97,400 shares; 2025Q3: 107,342 shares; 2025Q4: 115,115 shares 115,115 $16.7M 0.1% +7,773 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,638 shares; 2024Q4: 110,451 shares; 2025Q1: 109,284 shares; 2025Q2: 98,133 shares; 2025Q3: 99,986 shares; 2025Q4: 102,361 shares 102,361 $16.5M 0.1% +2,375 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: 11,605 shares; 2024Q4: 12,238 shares; 2025Q1: 11,745 shares; 2025Q2: 12,518 shares; 2025Q3: 15,117 shares; 2025Q4: 31,485 shares 31,485 $16.5M 0.1% +16,368 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,624 shares; 2024Q4: 657,349 shares; 2025Q1: 688,912 shares; 2025Q2: 533,816 shares; 2025Q3: 538,272 shares; 2025Q4: 547,132 shares 547,132 $16.5M 0.1% +8,860 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: 24,006 shares; 2024Q4: 54,712 shares; 2025Q1: 54,010 shares; 2025Q2: 53,324 shares; 2025Q3: 62,945 shares; 2025Q4: 77,508 shares 77,508 $16.4M 0.09% +14,563 Timeline FREL 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: 342,835 shares; 2024Q4: 325,554 shares; 2025Q1: 337,395 shares; 2025Q2: 380,222 shares; 2025Q3: 394,234 shares; 2025Q4: 606,692 shares 606,692 $16.3M 0.09% +212,458 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: not reported; 2024Q4: 87,385 shares; 2025Q1: 84,977 shares; 2025Q2: 99,682 shares; 2025Q3: 121,170 shares; 2025Q4: 193,401 shares 193,401 $16M 0.09% +72,231 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: 134,809 shares; 2024Q4: 207,678 shares; 2025Q1: 221,233 shares; 2025Q2: 236,901 shares; 2025Q3: 267,899 shares; 2025Q4: 284,091 shares 284,091 $16M 0.09% +16,192 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: not reported; 2024Q4: 135,552 shares; 2025Q1: 140,492 shares; 2025Q2: 139,094 shares; 2025Q3: 143,712 shares; 2025Q4: 143,148 shares 143,148 $15.8M 0.09% -564 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: 57,184 shares; 2024Q4: 60,666 shares; 2025Q1: 51,410 shares; 2025Q2: 40,897 shares; 2025Q3: 44,638 shares; 2025Q4: 157,640 shares 157,640 $15.6M 0.09% +113,002 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378,784 shares; 2025Q1: 373,749 shares; 2025Q2: 356,360 shares; 2025Q3: 352,561 shares; 2025Q4: 364,620 shares 364,620 $15.6M 0.09% +12,059 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: 14,415 shares; 2024Q4: 12,906 shares; 2025Q1: 7,688 shares; 2025Q2: 7,579 shares; 2025Q3: 33,520 shares; 2025Q4: 44,512 shares 44,512 $15.6M 0.09% +10,992 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: 30,968 shares; 2024Q4: 63,485 shares; 2025Q1: 62,937 shares; 2025Q2: 62,872 shares; 2025Q3: 72,608 shares; 2025Q4: 108,654 shares 108,654 $15.6M 0.09% +36,046 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: 5,236 shares; 2024Q4: 20,940 shares; 2025Q1: 22,275 shares; 2025Q2: 19,444 shares; 2025Q3: 13,418 shares; 2025Q4: 14,462 shares 14,462 $15.5M 0.09% +1,044 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,200 shares; 2024Q4: 184,199 shares; 2025Q1: 149,755 shares; 2025Q2: 156,528 shares; 2025Q3: 163,112 shares; 2025Q4: 161,439 shares 161,439 $15.4M 0.09% -1,673 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: 301,181 shares; 2024Q4: 333,411 shares; 2025Q1: 326,299 shares; 2025Q2: 335,040 shares; 2025Q3: 330,383 shares; 2025Q4: 281,599 shares 281,599 $15.2M 0.09% -48,784 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: 140,163 shares; 2024Q4: 180,338 shares; 2025Q1: 176,093 shares; 2025Q2: 171,356 shares; 2025Q3: 171,744 shares; 2025Q4: 161,458 shares 161,458 $15.1M 0.09% -10,286 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: 147,512 shares; 2024Q4: 178,457 shares; 2025Q1: 183,052 shares; 2025Q2: 188,542 shares; 2025Q3: 199,878 shares; 2025Q4: 204,282 shares 204,282 $15M 0.09% +4,404 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,027 shares; 2025Q1: 124,888 shares; 2025Q2: 136,913 shares; 2025Q3: 182,891 shares; 2025Q4: 250,135 shares 250,135 $15M 0.09% +67,244 Timeline USEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295,035 shares 295,035 $15M 0.09% new 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: 92,435 shares; 2024Q4: 88,091 shares; 2025Q1: 93,362 shares; 2025Q2: 95,088 shares; 2025Q3: 99,093 shares; 2025Q4: 100,634 shares 100,634 $15M 0.09% +1,541 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: 130,839 shares; 2025Q1: 124,955 shares; 2025Q2: 119,586 shares; 2025Q3: 113,836 shares; 2025Q4: 113,923 shares 113,923 $14.9M 0.09% +87 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 3,204 shares; 2025Q3: 301,668 shares; 2025Q4: 321,372 shares 321,372 $14.8M 0.09% +19,704 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,103 shares; 2024Q4: 71,708 shares; 2025Q1: 71,244 shares; 2025Q2: 70,224 shares; 2025Q3: 75,146 shares; 2025Q4: 144,822 shares 144,822 $14.6M 0.08% +69,676 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: 120,837 shares; 2024Q4: 156,916 shares; 2025Q1: 140,908 shares; 2025Q2: 145,161 shares; 2025Q3: 140,937 shares; 2025Q4: 322,041 shares 322,041 $14.4M 0.08% +181,104 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: not reported; 2024Q4: 217,994 shares; 2025Q1: 269,933 shares; 2025Q2: 291,191 shares; 2025Q3: 464,911 shares; 2025Q4: 537,731 shares 537,731 $14.3M 0.08% +72,820 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: 8,573 shares; 2024Q4: 14,869 shares; 2025Q1: 15,457 shares; 2025Q2: 15,700 shares; 2025Q3: 91,249 shares; 2025Q4: 113,320 shares 113,320 $14.3M 0.08% +22,071 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: not reported; 2024Q4: 275,665 shares; 2025Q1: 251,687 shares; 2025Q2: 257,177 shares; 2025Q3: 261,563 shares; 2025Q4: 280,874 shares 280,874 $14.1M 0.08% +19,311 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: 141,024 shares; 2024Q4: 130,295 shares; 2025Q1: 128,588 shares; 2025Q2: 127,615 shares; 2025Q3: 133,428 shares; 2025Q4: 141,049 shares 141,049 $14.1M 0.08% +7,621 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: 42,972 shares; 2024Q4: 45,140 shares; 2025Q1: 44,358 shares; 2025Q2: 44,642 shares; 2025Q3: 44,740 shares; 2025Q4: 44,750 shares 44,750 $14.1M 0.08% +10 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: 65,637 shares; 2024Q4: 69,601 shares; 2025Q1: 68,831 shares; 2025Q2: 73,985 shares; 2025Q3: 83,161 shares; 2025Q4: 87,720 shares 87,720 $14.1M 0.08% +4,559 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,821 shares; 2024Q4: 60,984 shares; 2025Q1: 67,890 shares; 2025Q2: 68,956 shares; 2025Q3: 68,218 shares; 2025Q4: 61,545 shares 61,545 $14M 0.08% -6,673 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,061 shares; 2024Q4: 131,317 shares; 2025Q1: 140,248 shares; 2025Q2: 154,910 shares; 2025Q3: 186,843 shares; 2025Q4: 191,209 shares 191,209 $13.9M 0.08% +4,366 Timeline BSCV 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: not reported; 2024Q4: 256,344 shares; 2025Q1: 310,358 shares; 2025Q2: 366,505 shares; 2025Q3: 652,056 shares; 2025Q4: 832,156 shares 832,156 $13.9M 0.08% +180,100 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: not reported; 2024Q4: 5,295 shares; 2025Q1: 5,040 shares; 2025Q2: 5,199 shares; 2025Q3: 7,737 shares; 2025Q4: 472,114 shares 472,114 $13.8M 0.08% +464,377 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: 124,720 shares; 2024Q4: 128,004 shares; 2025Q1: 133,605 shares; 2025Q2: 128,413 shares; 2025Q3: 160,893 shares; 2025Q4: 322,332 shares 322,332 $13.8M 0.08% +161,439 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: 13,174 shares; 2024Q4: 25,312 shares; 2025Q1: 25,618 shares; 2025Q2: 24,676 shares; 2025Q3: 25,557 shares; 2025Q4: 29,375 shares 29,375 $13.7M 0.08% +3,818 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: 143 shares; 2025Q1: 212 shares; 2025Q2: 243 shares; 2025Q3: 293,718 shares; 2025Q4: 293,718 shares 293,718 $13.7M 0.08% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,402 shares; 2024Q4: 94,235 shares; 2025Q1: 98,158 shares; 2025Q2: 70,346 shares; 2025Q3: 76,381 shares; 2025Q4: 80,461 shares 80,461 $13.6M 0.08% +4,080 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: 1,274 shares; 2024Q4: 1,351 shares; 2025Q1: 1,365 shares; 2025Q2: 1,512 shares; 2025Q3: 10,656 shares; 2025Q4: 11,021 shares 11,021 $13.4M 0.08% +365 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,755 shares; 2024Q4: 93,638 shares; 2025Q1: 93,003 shares; 2025Q2: 95,674 shares; 2025Q3: 92,793 shares; 2025Q4: 94,834 shares 94,834 $13.4M 0.08% +2,041 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: 99,555 shares; 2024Q4: 101,721 shares; 2025Q1: 97,422 shares; 2025Q2: 93,269 shares; 2025Q3: 89,965 shares; 2025Q4: 86,234 shares 86,234 $13.4M 0.08% -3,731 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: 287,498 shares; 2024Q4: 481,914 shares; 2025Q1: 469,932 shares; 2025Q2: 475,707 shares; 2025Q3: 487,033 shares; 2025Q4: 527,485 shares 527,485 $13.1M 0.08% +40,452 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 221,450 shares; 2025Q1: 340,532 shares; 2025Q2: 301,958 shares; 2025Q3: 631,694 shares; 2025Q4: 687,446 shares 687,446 $13M 0.08% +55,752 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,999 shares; 2024Q4: 78,544 shares; 2025Q1: 76,249 shares; 2025Q2: 79,110 shares; 2025Q3: 82,205 shares; 2025Q4: 92,160 shares 92,160 $13M 0.08% +9,955 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,938 shares; 2024Q4: 445,902 shares; 2025Q1: 449,422 shares; 2025Q2: 437,763 shares; 2025Q3: 433,643 shares; 2025Q4: 454,010 shares 454,010 $12.9M 0.07% +20,367 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: 175,270 shares; 2024Q4: 172,998 shares; 2025Q1: 170,270 shares; 2025Q2: 167,457 shares; 2025Q3: 163,724 shares; 2025Q4: 164,883 shares 164,883 $12.8M 0.07% +1,159 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: 698,113 shares; 2024Q4: 745,720 shares; 2025Q1: 755,652 shares; 2025Q2: 772,198 shares; 2025Q3: 774,512 shares; 2025Q4: 774,689 shares 774,689 $12.8M 0.07% +177 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,028 shares; 2025Q2: 8,028 shares; 2025Q3: 32,698 shares; 2025Q4: 296,864 shares 296,864 $12.8M 0.07% +264,166 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,173 shares; 2024Q4: 111,803 shares; 2025Q1: 108,358 shares; 2025Q2: 65,330 shares; 2025Q3: 21,017 shares; 2025Q4: 18,903 shares 18,903 $12.7M 0.07% -2,114 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 233,728 shares; 2025Q1: 241,579 shares; 2025Q2: 246,008 shares; 2025Q3: 253,242 shares; 2025Q4: 263,032 shares 263,032 $12.7M 0.07% +9,790 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: 63,724 shares; 2025Q1: 68,668 shares; 2025Q2: 68,431 shares; 2025Q3: 74,968 shares; 2025Q4: 74,007 shares 74,007 $12.7M 0.07% -961 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,612 shares; 2024Q4: 68,389 shares; 2025Q1: 49,046 shares; 2025Q2: 49,678 shares; 2025Q3: 50,174 shares; 2025Q4: 48,954 shares 48,954 $12.5M 0.07% -1,220 Timeline VLU 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: 63,899 shares; 2024Q4: 62,439 shares; 2025Q1: 61,144 shares; 2025Q2: 58,434 shares; 2025Q3: 58,972 shares; 2025Q4: 58,802 shares 58,802 $12.4M 0.07% -170 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: 31,390 shares; 2024Q4: 55,400 shares; 2025Q1: 53,553 shares; 2025Q2: 55,220 shares; 2025Q3: 75,902 shares; 2025Q4: 71,031 shares 71,031 $12.3M 0.07% -4,871 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: 81,873 shares; 2024Q4: 84,670 shares; 2025Q1: 85,035 shares; 2025Q2: 91,648 shares; 2025Q3: 94,199 shares; 2025Q4: 104,246 shares 104,246 $12.3M 0.07% +10,047 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: 58,506 shares; 2024Q4: 120,201 shares; 2025Q1: 121,508 shares; 2025Q2: 120,098 shares; 2025Q3: 122,715 shares; 2025Q4: 127,325 shares 127,325 $12.2M 0.07% +4,610 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,198 shares; 2024Q4: 342,214 shares; 2025Q1: 337,135 shares; 2025Q2: 321,995 shares; 2025Q3: 339,209 shares; 2025Q4: 387,376 shares 387,376 $12.2M 0.07% +48,167 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,305 shares; 2024Q4: 89,187 shares; 2025Q1: 85,245 shares; 2025Q2: 83,507 shares; 2025Q3: 84,450 shares; 2025Q4: 84,424 shares 84,424 $11.9M 0.07% -26 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,091 shares; 2025Q1: 177,747 shares; 2025Q2: 208,812 shares; 2025Q3: 251,259 shares; 2025Q4: 295,894 shares 295,894 $11.9M 0.07% +44,635 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 222,744 shares; 2025Q4: 215,495 shares 215,495 $11.8M 0.07% -7,249 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: 305,943 shares; 2024Q4: 324,317 shares; 2025Q1: 282,434 shares; 2025Q2: 276,154 shares; 2025Q3: 287,065 shares; 2025Q4: 292,761 shares 292,761 $11.8M 0.07% +5,696 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,827 shares; 2024Q4: 35,486 shares; 2025Q1: 113,854 shares; 2025Q2: 113,975 shares; 2025Q3: 113,890 shares; 2025Q4: 119,130 shares 119,130 $11.7M 0.07% +5,240 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,251 shares; 2024Q4: 194,700 shares; 2025Q1: 212,806 shares; 2025Q2: 212,668 shares; 2025Q3: 212,789 shares; 2025Q4: 779,429 shares 779,429 $11.6M 0.07% +566,640 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 757,521 shares; 2025Q1: 751,613 shares; 2025Q2: 805,038 shares; 2025Q3: 841,682 shares; 2025Q4: 872,048 shares 872,048 $11.6M 0.07% +30,366 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: 53,936 shares; 2024Q4: 59,559 shares; 2025Q1: 57,298 shares; 2025Q2: 57,534 shares; 2025Q3: 59,208 shares; 2025Q4: 65,092 shares 65,092 $11.5M 0.07% +5,884 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,041 shares; 2025Q1: 1,087 shares; 2025Q2: 1,113 shares; 2025Q3: 1,069 shares; 2025Q4: 63,112 shares 63,112 $11.5M 0.07% +62,043 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,338 shares; 2024Q4: 78,320 shares; 2025Q1: 77,914 shares; 2025Q2: 76,150 shares; 2025Q3: 74,470 shares; 2025Q4: 67,769 shares 67,769 $11.4M 0.07% -6,701 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: 13,435 shares; 2024Q4: 38,102 shares; 2025Q1: 38,501 shares; 2025Q2: 38,047 shares; 2025Q3: 38,856 shares; 2025Q4: 39,228 shares 39,228 $11.3M 0.07% +372 Timeline MLPX 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: 183,474 shares; 2024Q4: 196,393 shares; 2025Q1: 197,701 shares; 2025Q2: 199,132 shares; 2025Q3: 196,900 shares; 2025Q4: 186,475 shares 186,475 $11.3M 0.07% -10,425 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 58,073 shares; 2025Q1: 56,373 shares; 2025Q2: 55,797 shares; 2025Q3: 55,434 shares; 2025Q4: 56,008 shares 56,008 $11.2M 0.06% +574 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 251,512 shares 251,512 $11.2M 0.06% +251,382 Timeline DFAE 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: 228,130 shares; 2024Q4: 248,596 shares; 2025Q1: 263,250 shares; 2025Q2: 260,968 shares; 2025Q3: 301,787 shares; 2025Q4: 341,076 shares 341,076 $11.1M 0.06% +39,289 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 26,463 shares; 2025Q1: 26,323 shares; 2025Q2: 26,358 shares; 2025Q3: 25,660 shares; 2025Q4: 46,203 shares 46,203 $11.1M 0.06% +20,543 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: 39,088 shares; 2024Q4: 41,568 shares; 2025Q1: 36,551 shares; 2025Q2: 46,272 shares; 2025Q3: 52,493 shares; 2025Q4: 61,656 shares 61,656 $11M 0.06% +9,163 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,204 shares; 2024Q4: 35,192 shares; 2025Q1: 35,250 shares; 2025Q2: 35,511 shares; 2025Q3: 39,275 shares; 2025Q4: 38,271 shares 38,271 $10.9M 0.06% -1,004 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: 116,686 shares; 2024Q4: 173,864 shares; 2025Q1: 169,602 shares; 2025Q2: 160,799 shares; 2025Q3: 176,502 shares; 2025Q4: 198,174 shares 198,174 $10.7M 0.06% +21,672 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,757 shares; 2024Q4: 15,031 shares; 2025Q1: 14,611 shares; 2025Q2: 15,265 shares; 2025Q3: 16,890 shares; 2025Q4: 16,107 shares 16,107 $10.7M 0.06% -783 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,891 shares; 2024Q4: 29,227 shares; 2025Q1: 42,187 shares; 2025Q2: 94,605 shares; 2025Q3: 161,910 shares; 2025Q4: 232,230 shares 232,230 $10.6M 0.06% +70,320 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,671 shares; 2025Q1: 27,951 shares; 2025Q2: 25,164 shares; 2025Q3: 23,641 shares; 2025Q4: 105,147 shares 105,147 $10.6M 0.06% +81,506 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,040 shares; 2024Q4: 348,965 shares; 2025Q1: 336,044 shares; 2025Q2: 329,368 shares; 2025Q3: 328,844 shares; 2025Q4: 327,168 shares 327,168 $10.4M 0.06% -1,676 Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,835 shares; 2024Q4: 271,558 shares; 2025Q1: 272,972 shares; 2025Q2: 277,795 shares; 2025Q3: 275,512 shares; 2025Q4: 269,988 shares 269,988 $10.4M 0.06% -5,524 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,461 shares; 2024Q4: 130,624 shares; 2025Q1: 133,671 shares; 2025Q2: 143,310 shares; 2025Q3: 143,618 shares; 2025Q4: 145,019 shares 145,019 $10.4M 0.06% +1,401 Timeline PGX 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: 609,201 shares; 2025Q1: 581,394 shares; 2025Q2: 812,895 shares; 2025Q3: 881,283 shares; 2025Q4: 919,286 shares 919,286 $10.3M 0.06% +38,003 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,760 shares; 2024Q4: 41,029 shares; 2025Q1: 43,244 shares; 2025Q2: 43,890 shares; 2025Q3: 50,833 shares; 2025Q4: 50,798 shares 50,798 $10.3M 0.06% -35 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: 141,545 shares; 2024Q4: 136,018 shares; 2025Q1: 148,329 shares; 2025Q2: 149,123 shares; 2025Q3: 145,903 shares; 2025Q4: 147,991 shares 147,991 $10.3M 0.06% +2,088 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: 93,504 shares; 2024Q4: 135,814 shares; 2025Q1: 136,441 shares; 2025Q2: 135,380 shares; 2025Q3: 141,998 shares; 2025Q4: 176,934 shares 176,934 $10.2M 0.06% +34,936 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF 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: 228,054 shares; 2025Q4: 227,514 shares 227,514 $10.2M 0.06% -540 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 2,923 shares; 2025Q1: 2,886 shares; 2025Q2: 2,838 shares; 2025Q3: 2,891 shares; 2025Q4: 2,994 shares 2,994 $10.2M 0.06% +103 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: 697,658 shares; 2024Q4: 1,379,608 shares; 2025Q1: 1,374,459 shares; 2025Q2: 364,886 shares; 2025Q3: 393,049 shares; 2025Q4: 406,654 shares 406,654 $10.1M 0.06% +13,605 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: 17,008 shares; 2024Q4: 15,773 shares; 2025Q1: 14,477 shares; 2025Q2: 80,496 shares; 2025Q3: 28,952 shares; 2025Q4: 35,105 shares 35,105 $10M 0.06% +6,153 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: 36,871 shares; 2024Q4: 43,193 shares; 2025Q1: 43,583 shares; 2025Q2: 44,975 shares; 2025Q3: 45,379 shares; 2025Q4: 46,098 shares 46,098 $10M 0.06% +719 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: 10,000 shares; 2024Q4: 13,279 shares; 2025Q1: 13,279 shares; 2025Q2: 15,409 shares; 2025Q3: 15,694 shares; 2025Q4: 302,791 shares 302,791 $10M 0.06% +287,097 Timeline PBP 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: 277,098 shares; 2025Q1: 348,094 shares; 2025Q2: 423,165 shares; 2025Q3: 411,826 shares; 2025Q4: 437,374 shares 437,374 $9.99M 0.06% +25,548 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: 28,785 shares; 2024Q4: 31,026 shares; 2025Q1: 29,296 shares; 2025Q2: 29,558 shares; 2025Q3: 31,439 shares; 2025Q4: 33,801 shares 33,801 $9.92M 0.06% +2,362 Timeline JPIB 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: 170,075 shares; 2025Q1: 175,124 shares; 2025Q2: 189,146 shares; 2025Q3: 194,945 shares; 2025Q4: 202,992 shares 202,992 $9.89M 0.06% +8,047 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,165 shares; 2024Q4: 193,567 shares; 2025Q1: 181,533 shares; 2025Q2: 184,060 shares; 2025Q3: 175,902 shares; 2025Q4: 180,383 shares 180,383 $9.87M 0.06% +4,481 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: 22,894 shares; 2024Q4: 50,636 shares; 2025Q1: 53,197 shares; 2025Q2: 54,785 shares; 2025Q3: 62,790 shares; 2025Q4: 61,594 shares 61,594 $9.86M 0.06% -1,196 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,789 shares; 2024Q4: 21,745 shares; 2025Q1: 21,619 shares; 2025Q2: 39,931 shares; 2025Q3: 51,263 shares; 2025Q4: 52,278 shares 52,278 $9.83M 0.06% +1,015 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: 120,341 shares; 2024Q4: 181,314 shares; 2025Q1: 224,086 shares; 2025Q2: 217,103 shares; 2025Q3: 215,962 shares; 2025Q4: 265,963 shares 265,963 $9.81M 0.06% +50,001 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: 54,805 shares; 2024Q4: 62,170 shares; 2025Q1: 63,863 shares; 2025Q2: 63,259 shares; 2025Q3: 64,292 shares; 2025Q4: 63,572 shares 63,572 $9.8M 0.06% -720 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: 21,815 shares; 2024Q4: 37,867 shares; 2025Q1: 53,355 shares; 2025Q2: 52,724 shares; 2025Q3: 53,925 shares; 2025Q4: 52,914 shares 52,914 $9.76M 0.06% -1,011 Timeline NOCT 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: 4,411 shares; 2024Q4: 5,871 shares; 2025Q1: 9,917 shares; 2025Q2: 9,010 shares; 2025Q3: 20,767 shares; 2025Q4: 167,230 shares 167,230 $9.69M 0.06% +146,463 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,013 shares; 2024Q4: 34,748 shares; 2025Q1: 35,581 shares; 2025Q2: 34,346 shares; 2025Q3: 34,681 shares; 2025Q4: 48,322 shares 48,322 $9.6M 0.06% +13,641 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: 17,829 shares; 2024Q4: 51,933 shares; 2025Q1: 51,832 shares; 2025Q2: 52,967 shares; 2025Q3: 68,511 shares; 2025Q4: 71,818 shares 71,818 $9.53M 0.06% +3,307 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,178 shares; 2024Q4: 24,751 shares; 2025Q1: 23,864 shares; 2025Q2: 24,601 shares; 2025Q3: 32,073 shares; 2025Q4: 31,833 shares 31,833 $9.42M 0.05% -240 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,321 shares; 2024Q4: 34,642 shares; 2025Q1: 34,877 shares; 2025Q2: 36,798 shares; 2025Q3: 97,471 shares; 2025Q4: 107,455 shares 107,455 $9.41M 0.05% +9,984 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,358 shares; 2024Q4: 212,226 shares; 2025Q1: 217,306 shares; 2025Q2: 222,513 shares; 2025Q3: 247,665 shares; 2025Q4: 270,298 shares 270,298 $9.37M 0.05% +22,633 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,798 shares; 2024Q4: 66,644 shares; 2025Q1: 70,925 shares; 2025Q2: 66,585 shares; 2025Q3: 65,515 shares; 2025Q4: 65,183 shares 65,183 $9.34M 0.05% -332 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,154 shares; 2024Q4: 103,037 shares; 2025Q1: 100,784 shares; 2025Q2: 93,592 shares; 2025Q3: 84,354 shares; 2025Q4: 74,065 shares 74,065 $9.32M 0.05% -10,289 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: 39,629 shares; 2024Q4: 46,081 shares; 2025Q1: 49,444 shares; 2025Q2: 38,159 shares; 2025Q3: 36,576 shares; 2025Q4: 35,156 shares 35,156 $9.31M 0.05% -1,420 Timeline VRP 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: 351,277 shares; 2025Q1: 358,058 shares; 2025Q2: 331,837 shares; 2025Q3: 370,189 shares; 2025Q4: 379,116 shares 379,116 $9.22M 0.05% +8,927 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,814 shares; 2024Q4: 246,120 shares; 2025Q1: 246,911 shares; 2025Q2: 220,639 shares; 2025Q3: 221,644 shares; 2025Q4: 196,718 shares 196,718 $9.17M 0.05% -24,926 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 299,008 shares; 2025Q4: 298,133 shares 298,133 $9.15M 0.05% -875 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: 235,880 shares; 2024Q4: 226,034 shares; 2025Q1: 221,822 shares; 2025Q2: 217,577 shares; 2025Q3: 218,598 shares; 2025Q4: 190,473 shares 190,473 $9.1M 0.05% -28,125 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: 12,956 shares; 2024Q4: 13,703 shares; 2025Q1: 13,609 shares; 2025Q2: 14,313 shares; 2025Q3: 29,543 shares; 2025Q4: 31,301 shares 31,301 $9.08M 0.05% +1,758 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,362 shares; 2025Q1: 45,322 shares; 2025Q2: 45,028 shares; 2025Q3: 44,129 shares; 2025Q4: 43,139 shares 43,139 $9.02M 0.05% -990 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: 50,213 shares; 2024Q4: 73,713 shares; 2025Q1: 74,274 shares; 2025Q2: 76,749 shares; 2025Q3: 150,707 shares; 2025Q4: 168,315 shares 168,315 $8.98M 0.05% +17,608 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: 16,890 shares; 2024Q4: 77,864 shares; 2025Q1: 76,187 shares; 2025Q2: 76,548 shares; 2025Q3: 78,100 shares; 2025Q4: 77,260 shares 77,260 $8.97M 0.05% -840 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 36,288 shares; 2025Q1: 36,126 shares; 2025Q2: 35,707 shares; 2025Q3: 35,318 shares; 2025Q4: 35,568 shares 35,568 $8.92M 0.05% +250 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,405 shares; 2025Q1: 2,409 shares; 2025Q2: 3,079 shares; 2025Q3: 7,053 shares; 2025Q4: 49,245 shares 49,245 $8.87M 0.05% +42,192 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: 156,969 shares; 2024Q4: 141,939 shares; 2025Q1: 131,221 shares; 2025Q2: 113,467 shares; 2025Q3: 134,681 shares; 2025Q4: 133,034 shares 133,034 $8.48M 0.05% -1,647 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,785 shares; 2024Q4: 159,064 shares; 2025Q1: 161,446 shares; 2025Q2: 164,892 shares; 2025Q3: 173,137 shares; 2025Q4: 184,555 shares 184,555 $8.46M 0.05% +11,418 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: 9,085 shares; 2024Q4: 9,089 shares; 2025Q1: 9,176 shares; 2025Q2: 9,246 shares; 2025Q3: 9,375 shares; 2025Q4: 9,578 shares 9,578 $8.42M 0.05% +203 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 28,722 shares; 2025Q1: 28,722 shares; 2025Q2: 28,761 shares; 2025Q3: 28,739 shares; 2025Q4: 29,231 shares 29,231 $8.38M 0.05% +492 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266,509 shares; 2025Q4: 270,828 shares 270,828 $8.36M 0.05% +4,319 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: 24,874 shares; 2024Q4: 28,978 shares; 2025Q1: 28,603 shares; 2025Q2: 29,067 shares; 2025Q3: 28,703 shares; 2025Q4: 27,757 shares 27,757 $8.36M 0.05% -946 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: 55,154 shares; 2024Q4: 51,770 shares; 2025Q1: 46,490 shares; 2025Q2: 46,117 shares; 2025Q3: 77,334 shares; 2025Q4: 105,319 shares 105,319 $8.36M 0.05% +27,985 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,483 shares; 2025Q1: 80,136 shares; 2025Q2: 76,256 shares; 2025Q3: 73,785 shares; 2025Q4: 68,889 shares 68,889 $8.22M 0.05% -4,896 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,739 shares; 2025Q1: 169,764 shares; 2025Q2: 151,234 shares; 2025Q3: 146,728 shares; 2025Q4: 155,313 shares 155,313 $8.14M 0.05% +8,585 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 49,274 shares; 2025Q1: 49,150 shares; 2025Q2: 48,118 shares; 2025Q3: 50,661 shares; 2025Q4: 52,454 shares 52,454 $8.12M 0.05% +1,793 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,381 shares; 2024Q4: 789,273 shares; 2025Q1: 781,041 shares; 2025Q2: 732,867 shares; 2025Q3: 668,432 shares; 2025Q4: 650,489 shares 650,489 $8.09M 0.05% -17,943 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: 83,418 shares; 2024Q4: 88,410 shares; 2025Q1: 85,071 shares; 2025Q2: 87,400 shares; 2025Q3: 86,262 shares; 2025Q4: 85,660 shares 85,660 $8.07M 0.05% -602 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 33,891 shares; 2025Q1: 33,130 shares; 2025Q2: 33,629 shares; 2025Q3: 33,068 shares; 2025Q4: 35,495 shares 35,495 $7.92M 0.05% +2,427 Timeline DLS 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: 129,621 shares; 2024Q4: 120,258 shares; 2025Q1: 115,711 shares; 2025Q2: 113,605 shares; 2025Q3: 99,094 shares; 2025Q4: 97,253 shares 97,253 $7.88M 0.05% -1,841 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: 8,072 shares; 2024Q4: 8,937 shares; 2025Q1: 9,064 shares; 2025Q2: 8,869 shares; 2025Q3: 9,063 shares; 2025Q4: 11,972 shares 11,972 $7.82M 0.05% +2,909 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: 121,355 shares; 2024Q4: 110,888 shares; 2025Q1: 102,863 shares; 2025Q2: 97,041 shares; 2025Q3: 95,776 shares; 2025Q4: 103,925 shares 103,925 $7.8M 0.05% +8,149 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,617 shares; 2024Q4: 30,922 shares; 2025Q1: 31,086 shares; 2025Q2: 31,378 shares; 2025Q3: 33,653 shares; 2025Q4: 34,099 shares 34,099 $7.63M 0.04% +446 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: 38,650 shares; 2024Q4: 38,997 shares; 2025Q1: 38,212 shares; 2025Q2: 38,378 shares; 2025Q3: 39,903 shares; 2025Q4: 88,462 shares 88,462 $7.59M 0.04% +48,559 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 561 shares; 2025Q1: 566 shares; 2025Q2: 589 shares; 2025Q3: 574 shares; 2025Q4: 3,528 shares 3,528 $7.58M 0.04% +2,954 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: not reported; 2024Q4: 249,042 shares; 2025Q1: 237,065 shares; 2025Q2: 226,302 shares; 2025Q3: 225,099 shares; 2025Q4: 223,927 shares 223,927 $7.57M 0.04% -1,172 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 16,973 shares; 2025Q1: 16,983 shares; 2025Q2: 19,160 shares; 2025Q3: 20,452 shares; 2025Q4: 24,191 shares 24,191 $7.5M 0.04% +3,739 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: 63,608 shares; 2024Q4: 64,735 shares; 2025Q1: 85,927 shares; 2025Q2: 86,534 shares; 2025Q3: 89,317 shares; 2025Q4: 87,948 shares 87,948 $7.5M 0.04% -1,369 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,291 shares; 2024Q4: 11,785 shares; 2025Q1: 12,357 shares; 2025Q2: 27,660 shares; 2025Q3: 169,840 shares; 2025Q4: 186,136 shares 186,136 $7.47M 0.04% +16,296 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 22,008 shares; 2025Q1: 21,878 shares; 2025Q2: 21,956 shares; 2025Q3: 15,253 shares; 2025Q4: 19,071 shares 19,071 $7.42M 0.04% +3,818 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,290 shares; 2024Q4: 49,074 shares; 2025Q1: 61,951 shares; 2025Q2: 75,103 shares; 2025Q3: 104,629 shares; 2025Q4: 141,305 shares 141,305 $7.36M 0.04% +36,676 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,872 shares; 2025Q1: 58,601 shares; 2025Q2: 59,973 shares; 2025Q3: 284,088 shares; 2025Q4: 314,483 shares 314,483 $7.35M 0.04% +30,395 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 36,329 shares; 2025Q1: 41,146 shares; 2025Q2: 43,965 shares; 2025Q3: 45,636 shares; 2025Q4: 50,707 shares 50,707 $7.3M 0.04% +5,071 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 87,850 shares 87,850 $7.27M 0.04% +87,490 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,238 shares; 2024Q4: 19,759 shares; 2025Q1: 19,693 shares; 2025Q2: 20,167 shares; 2025Q3: 25,096 shares; 2025Q4: 27,616 shares 27,616 $7.25M 0.04% +2,520 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,704 shares; 2024Q4: 221,977 shares; 2025Q1: 59,840 shares; 2025Q2: 24,025 shares; 2025Q3: 39,668 shares; 2025Q4: 165,010 shares 165,010 $7.25M 0.04% +125,342 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: not reported; 2024Q4: 94,202 shares; 2025Q1: 101,836 shares; 2025Q2: 99,523 shares; 2025Q3: 115,406 shares; 2025Q4: 142,176 shares 142,176 $7.15M 0.04% +26,770 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: 21,730 shares; 2024Q4: 59,511 shares; 2025Q1: 59,681 shares; 2025Q2: 59,034 shares; 2025Q3: 59,487 shares; 2025Q4: 58,534 shares 58,534 $7.13M 0.04% -953 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,957 shares; 2025Q4: 86,176 shares 86,176 $7.09M 0.04% +46,219 Timeline BSCW 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: not reported; 2024Q4: 94,203 shares; 2025Q1: 123,968 shares; 2025Q2: 182,155 shares; 2025Q3: 249,489 shares; 2025Q4: 339,011 shares 339,011 $7.08M 0.04% +89,522 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 28,468 shares; 2025Q1: 43,873 shares; 2025Q2: 50,736 shares; 2025Q3: 68,228 shares; 2025Q4: 106,053 shares 106,053 $7.05M 0.04% +37,825 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,089 shares; 2025Q1: 41,624 shares; 2025Q2: 41,177 shares; 2025Q3: 41,759 shares; 2025Q4: 42,723 shares 42,723 $6.92M 0.04% +964 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: 20,484 shares; 2024Q4: 46,125 shares; 2025Q1: 44,664 shares; 2025Q2: 47,861 shares; 2025Q3: 53,353 shares; 2025Q4: 53,363 shares 53,363 $6.89M 0.04% +10 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,252 shares; 2024Q4: 122,145 shares; 2025Q1: 121,319 shares; 2025Q2: 121,342 shares; 2025Q3: 130,150 shares; 2025Q4: 129,539 shares 129,539 $6.79M 0.04% -611 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: 7,160 shares; 2024Q4: 15,699 shares; 2025Q1: 16,937 shares; 2025Q2: 17,594 shares; 2025Q3: 17,055 shares; 2025Q4: 15,828 shares 15,828 $6.68M 0.04% -1,227 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 5,959 shares; 2025Q1: 4,616 shares; 2025Q2: 10,749 shares; 2025Q3: 39,689 shares; 2025Q4: 49,099 shares 49,099 $6.64M 0.04% +9,410 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: 10,465 shares; 2024Q4: 17,355 shares; 2025Q1: 17,621 shares; 2025Q2: 18,077 shares; 2025Q3: 22,607 shares; 2025Q4: 31,744 shares 31,744 $6.63M 0.04% +9,137 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,211 shares; 2024Q4: 14,077 shares; 2025Q1: 13,706 shares; 2025Q2: 14,084 shares; 2025Q3: 28,501 shares; 2025Q4: 60,022 shares 60,022 $6.62M 0.04% +31,521 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,436 shares; 2024Q4: 138,318 shares; 2025Q1: 118,633 shares; 2025Q2: 110,807 shares; 2025Q3: 105,898 shares; 2025Q4: 104,332 shares 104,332 $6.52M 0.04% -1,566 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 28,264 shares; 2025Q1: 28,658 shares; 2025Q2: 29,562 shares; 2025Q3: 29,590 shares; 2025Q4: 30,582 shares 30,582 $6.48M 0.04% +992 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: 51,206 shares; 2024Q4: 50,533 shares; 2025Q1: 30,626 shares; 2025Q2: 31,051 shares; 2025Q3: 29,527 shares; 2025Q4: 28,266 shares 28,266 $6.47M 0.04% -1,261 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: 82,795 shares; 2024Q4: 91,702 shares; 2025Q1: 97,866 shares; 2025Q2: 97,840 shares; 2025Q3: 123,925 shares; 2025Q4: 145,141 shares 145,141 $6.45M 0.04% +21,216 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: 2,648 shares; 2024Q4: 33,219 shares; 2025Q1: 33,357 shares; 2025Q2: 34,131 shares; 2025Q3: 34,079 shares; 2025Q4: 34,629 shares 34,629 $6.41M 0.04% +550 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: 37,519 shares; 2024Q4: 37,485 shares; 2025Q1: 30,607 shares; 2025Q2: 29,029 shares; 2025Q3: 29,244 shares; 2025Q4: 25,943 shares 25,943 $6.41M 0.04% -3,301 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: 19,992 shares; 2024Q4: 21,866 shares; 2025Q1: 22,469 shares; 2025Q2: 21,306 shares; 2025Q3: 22,247 shares; 2025Q4: 22,086 shares 22,086 $6.38M 0.04% -161 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: 51,344 shares; 2024Q4: 48,053 shares; 2025Q1: 66,681 shares; 2025Q2: 70,887 shares; 2025Q3: 131,342 shares; 2025Q4: 162,769 shares 162,769 $6.24M 0.04% +31,427 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: 12,174 shares; 2024Q4: 14,814 shares; 2025Q1: 14,940 shares; 2025Q2: 15,446 shares; 2025Q3: 16,016 shares; 2025Q4: 17,580 shares 17,580 $6.21M 0.04% +1,564 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,741 shares; 2025Q1: 49,003 shares; 2025Q2: 43,733 shares; 2025Q3: 58,401 shares; 2025Q4: 56,333 shares 56,333 $6.21M 0.04% -2,068 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 48,061 shares; 2025Q4: 55,765 shares 55,765 $6.19M 0.04% +7,704 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 735 shares; 2025Q1: 15,906 shares; 2025Q2: 22,317 shares; 2025Q3: 25,700 shares; 2025Q4: 27,316 shares 27,316 $6.16M 0.04% +1,616 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: 2,209 shares; 2024Q4: 1,919 shares; 2025Q1: 1,819 shares; 2025Q2: 1,961 shares; 2025Q3: 4,353 shares; 2025Q4: 15,655 shares 15,655 $6M 0.03% +11,302 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 5,282 shares; 2025Q4: 66,087 shares 66,087 $5.95M 0.03% +60,805 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,766 shares; 2024Q4: 25,498 shares; 2025Q1: 29,654 shares; 2025Q2: 23,531 shares; 2025Q3: 23,955 shares; 2025Q4: 49,647 shares 49,647 $5.93M 0.03% +25,692 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: 14,747 shares; 2024Q4: 21,611 shares; 2025Q1: 19,955 shares; 2025Q2: 28,718 shares; 2025Q3: 107,824 shares; 2025Q4: 123,873 shares 123,873 $5.92M 0.03% +16,049 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,848 shares; 2024Q4: 103,220 shares; 2025Q1: 80,072 shares; 2025Q2: 61,198 shares; 2025Q3: 143,797 shares; 2025Q4: 135,475 shares 135,475 $5.92M 0.03% -8,322 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: 46,648 shares; 2024Q4: 50,693 shares; 2025Q1: 50,482 shares; 2025Q2: 50,386 shares; 2025Q3: 50,521 shares; 2025Q4: 50,459 shares 50,459 $5.89M 0.03% -62 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,259 shares; 2024Q4: 50,621 shares; 2025Q1: 48,871 shares; 2025Q2: 50,046 shares; 2025Q3: 89,934 shares; 2025Q4: 93,618 shares 93,618 $5.85M 0.03% +3,684 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: 5,276 shares; 2024Q4: 6,372 shares; 2025Q1: 7,039 shares; 2025Q2: 6,882 shares; 2025Q3: 8,665 shares; 2025Q4: 65,705 shares 65,705 $5.8M 0.03% +57,040 Timeline FNDE 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: 106,133 shares; 2024Q4: 115,639 shares; 2025Q1: 119,322 shares; 2025Q2: 117,303 shares; 2025Q3: 132,625 shares; 2025Q4: 160,630 shares 160,630 $5.79M 0.03% +28,005 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: 38,421 shares; 2024Q4: 38,499 shares; 2025Q1: 38,056 shares; 2025Q2: 37,842 shares; 2025Q3: 38,081 shares; 2025Q4: 40,615 shares 40,615 $5.73M 0.03% +2,534 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,636 shares; 2024Q4: 130,960 shares; 2025Q1: 130,965 shares; 2025Q2: 140,511 shares; 2025Q3: 144,063 shares; 2025Q4: 143,665 shares 143,665 $5.69M 0.03% -398 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: not reported; 2024Q4: 33,876 shares; 2025Q1: 62,125 shares; 2025Q2: 63,637 shares; 2025Q3: 91,465 shares; 2025Q4: 87,701 shares 87,701 $5.65M 0.03% -3,764 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,786 shares; 2024Q4: 46,464 shares; 2025Q1: 45,685 shares; 2025Q2: 47,677 shares; 2025Q3: 67,574 shares; 2025Q4: 71,358 shares 71,358 $5.63M 0.03% +3,784 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: 9,557 shares; 2024Q4: 28,738 shares; 2025Q1: 35,121 shares; 2025Q2: 65,696 shares; 2025Q3: 80,925 shares; 2025Q4: 112,922 shares 112,922 $5.61M 0.03% +31,997 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,519 shares; 2024Q4: 36,557 shares; 2025Q1: 36,331 shares; 2025Q2: 36,625 shares; 2025Q3: 32,998 shares; 2025Q4: 34,315 shares 34,315 $5.6M 0.03% +1,317 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 26,871 shares; 2025Q1: 27,109 shares; 2025Q2: 27,571 shares; 2025Q3: 28,366 shares; 2025Q4: 30,764 shares 30,764 $5.58M 0.03% +2,398 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: 8,267 shares; 2024Q4: 10,678 shares; 2025Q1: 10,763 shares; 2025Q2: 11,405 shares; 2025Q3: 22,283 shares; 2025Q4: 22,552 shares 22,552 $5.55M 0.03% +269 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: 21,584 shares; 2024Q4: 67,549 shares; 2025Q1: 67,227 shares; 2025Q2: 64,742 shares; 2025Q3: 63,515 shares; 2025Q4: 56,369 shares 56,369 $5.51M 0.03% -7,146 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 73,206 shares; 2025Q1: 71,458 shares; 2025Q2: 74,111 shares; 2025Q3: 73,718 shares; 2025Q4: 74,669 shares 74,669 $5.49M 0.03% +951 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: 8,891 shares; 2024Q4: 14,721 shares; 2025Q1: 13,710 shares; 2025Q2: 13,820 shares; 2025Q3: 13,930 shares; 2025Q4: 16,191 shares 16,191 $5.45M 0.03% +2,261 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: 24,440 shares; 2024Q4: 26,302 shares; 2025Q1: 25,513 shares; 2025Q2: 28,665 shares; 2025Q3: 42,314 shares; 2025Q4: 44,281 shares 44,281 $5.44M 0.03% +1,967 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: 239,584 shares; 2024Q4: 240,455 shares; 2025Q1: 187,273 shares; 2025Q2: 185,248 shares; 2025Q3: 197,963 shares; 2025Q4: 181,765 shares 181,765 $5.43M 0.03% -16,198 Timeline IYY ISHARES TR More: 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: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 32,765 shares 32,765 $5.43M 0.03% +32,475 Timeline ZEUS OLYMPIC STEEL INC More: the full row for OLYMPIC STEEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,856 shares; 2025Q1: 135,856 shares; 2025Q2: 125,856 shares; 2025Q3: 125,856 shares; 2025Q4: 125,856 shares 125,856 $5.38M 0.03% 0 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: 15,965 shares; 2024Q4: 40,915 shares; 2025Q1: 42,859 shares; 2025Q2: 43,196 shares; 2025Q3: 43,270 shares; 2025Q4: 46,140 shares 46,140 $5.32M 0.03% +2,870 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 16,903 shares; 2025Q1: 16,877 shares; 2025Q2: 17,268 shares; 2025Q3: 16,960 shares; 2025Q4: 16,955 shares 16,955 $5.3M 0.03% -5 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,075 shares; 2024Q4: 45,777 shares; 2025Q1: 45,406 shares; 2025Q2: 45,845 shares; 2025Q3: 48,974 shares; 2025Q4: 67,050 shares 67,050 $5.3M 0.03% +18,076 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: 4,776 shares; 2024Q4: 7,943 shares; 2025Q1: 7,878 shares; 2025Q2: 7,761 shares; 2025Q3: 20,136 shares; 2025Q4: 19,454 shares 19,454 $5.28M 0.03% -682 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,589 shares; 2024Q4: 24,061 shares; 2025Q1: 22,468 shares; 2025Q2: 24,493 shares; 2025Q3: 29,788 shares; 2025Q4: 38,185 shares 38,185 $5.26M 0.03% +8,397 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,621 shares; 2025Q1: 5,467 shares; 2025Q2: 5,625 shares; 2025Q3: 6,519 shares; 2025Q4: 15,538 shares 15,538 $5.25M 0.03% +9,019 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,708 shares; 2025Q1: 2,272 shares; 2025Q2: 2,484 shares; 2025Q3: 3,064 shares; 2025Q4: 28,272 shares 28,272 $5.25M 0.03% +25,208 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,534 shares; 2024Q4: 34,991 shares; 2025Q1: 34,564 shares; 2025Q2: 33,816 shares; 2025Q3: 37,103 shares; 2025Q4: 50,094 shares 50,094 $5.21M 0.03% +12,991 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,158 shares; 2024Q4: 189,912 shares; 2025Q1: 188,311 shares; 2025Q2: 187,883 shares; 2025Q3: 184,639 shares; 2025Q4: 173,475 shares 173,475 $5.19M 0.03% -11,164 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: 56,236 shares; 2024Q4: 138,112 shares; 2025Q1: 137,028 shares; 2025Q2: 158,309 shares; 2025Q3: 155,361 shares; 2025Q4: 157,923 shares 157,923 $5.17M 0.03% +2,562 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 576 shares; 2025Q1: 537 shares; 2025Q2: 535 shares; 2025Q3: 543 shares; 2025Q4: 708 shares 708 $5.17M 0.03% +165 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,812 shares; 2024Q4: 35,480 shares; 2025Q1: 35,220 shares; 2025Q2: 32,625 shares; 2025Q3: 26,960 shares; 2025Q4: 26,442 shares 26,442 $5.13M 0.03% -518 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 908 shares; 2025Q1: 502 shares; 2025Q2: 4,344 shares; 2025Q3: 30,706 shares; 2025Q4: 66,354 shares 66,354 $5.11M 0.03% +35,648 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,877 shares; 2024Q4: 124,813 shares; 2025Q1: 122,562 shares; 2025Q2: 61,558 shares; 2025Q3: 60,623 shares; 2025Q4: 58,154 shares 58,154 $5.08M 0.03% -2,469 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,944 shares; 2024Q4: 41,429 shares; 2025Q1: 43,567 shares; 2025Q2: 40,850 shares; 2025Q3: 134,225 shares; 2025Q4: 108,220 shares 108,220 $5.08M 0.03% -26,005 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,308 shares; 2024Q4: 88,995 shares; 2025Q1: 85,252 shares; 2025Q2: 85,559 shares; 2025Q3: 85,233 shares; 2025Q4: 105,216 shares 105,216 $5.06M 0.03% +19,983 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: 16,871 shares; 2024Q4: 16,321 shares; 2025Q1: 16,573 shares; 2025Q2: 20,271 shares; 2025Q3: 23,141 shares; 2025Q4: 30,984 shares 30,984 $5.04M 0.03% +7,843 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: not reported; 2024Q4: 25,629 shares; 2025Q1: 97,644 shares; 2025Q2: 101,578 shares; 2025Q3: 101,105 shares; 2025Q4: 99,565 shares 99,565 $5.04M 0.03% -1,540 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,180 shares; 2025Q4: 183,362 shares 183,362 $5M 0.03% -5,818 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: not reported; 2024Q4: 23 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 32,644 shares 32,644 $5M 0.03% +32,554 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,587 shares; 2024Q4: 16,185 shares; 2025Q1: 15,578 shares; 2025Q2: 15,408 shares; 2025Q3: 18,417 shares; 2025Q4: 19,601 shares 19,601 $4.94M 0.03% +1,184 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,927 shares; 2024Q4: 26,112 shares; 2025Q1: 25,457 shares; 2025Q2: 25,399 shares; 2025Q3: 24,838 shares; 2025Q4: 26,576 shares 26,576 $4.93M 0.03% +1,738 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: 8,286 shares; 2024Q4: 7,804 shares; 2025Q1: 7,751 shares; 2025Q2: 8,003 shares; 2025Q3: 30,041 shares; 2025Q4: 30,097 shares 30,097 $4.9M 0.03% +56 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,073 shares; 2025Q1: 84,534 shares; 2025Q2: 90,908 shares; 2025Q3: 90,789 shares; 2025Q4: 96,778 shares 96,778 $4.88M 0.03% +5,989 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: 23,980 shares; 2024Q4: 37,292 shares; 2025Q1: 37,181 shares; 2025Q2: 41,193 shares; 2025Q3: 39,339 shares; 2025Q4: 41,040 shares 41,040 $4.81M 0.03% +1,701 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 4,165 shares; 2025Q1: 4,328 shares; 2025Q2: 4,762 shares; 2025Q3: 5,975 shares; 2025Q4: 24,433 shares 24,433 $4.77M 0.03% +18,458 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,296 shares; 2025Q1: 19,668 shares; 2025Q2: 16,998 shares; 2025Q3: 37,428 shares; 2025Q4: 56,842 shares 56,842 $4.76M 0.03% +19,414 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: 23,751 shares; 2024Q4: 25,941 shares; 2025Q1: 35,883 shares; 2025Q2: 35,693 shares; 2025Q3: 35,228 shares; 2025Q4: 46,276 shares 46,276 $4.74M 0.03% +11,048 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,421 shares; 2024Q4: 135,438 shares; 2025Q1: 135,493 shares; 2025Q2: 129,884 shares; 2025Q3: 132,484 shares; 2025Q4: 136,117 shares 136,117 $4.73M 0.03% +3,633 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,269 shares; 2024Q4: 63,214 shares; 2025Q1: 56,417 shares; 2025Q2: 55,535 shares; 2025Q3: 43,251 shares; 2025Q4: 110,831 shares 110,831 $4.63M 0.03% +67,580 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: 58,934 shares; 2024Q4: 59,218 shares; 2025Q1: 56,353 shares; 2025Q2: 55,156 shares; 2025Q3: 52,960 shares; 2025Q4: 49,987 shares 49,987 $4.62M 0.03% -2,973 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 6,239 shares; 2025Q1: 6,625 shares; 2025Q2: 38,620 shares; 2025Q3: 36,783 shares; 2025Q4: 37,019 shares 37,019 $4.51M 0.03% +236 Timeline SMMD ISHARES TR More: 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: 2,339 shares; 2025Q1: 2,192 shares; 2025Q2: 59,098 shares; 2025Q3: 60,150 shares; 2025Q4: 60,039 shares 60,039 $4.5M 0.03% -111 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 8,315 shares; 2025Q4: 62,463 shares 62,463 $4.48M 0.03% +54,148 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,601 shares; 2024Q4: 47,707 shares; 2025Q1: 49,600 shares; 2025Q2: 49,720 shares; 2025Q3: 47,830 shares; 2025Q4: 48,120 shares 48,120 $4.48M 0.03% +290 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: 70,692 shares; 2024Q4: 66,532 shares; 2025Q1: 59,574 shares; 2025Q2: 58,330 shares; 2025Q3: 54,165 shares; 2025Q4: 53,127 shares 53,127 $4.47M 0.03% -1,038 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: 6,325 shares; 2024Q4: 7,972 shares; 2025Q1: 8,002 shares; 2025Q2: 7,857 shares; 2025Q3: 7,537 shares; 2025Q4: 8,713 shares 8,713 $4.45M 0.03% +1,176 Timeline GWX 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: 112,998 shares; 2024Q4: 109,777 shares; 2025Q1: 109,777 shares; 2025Q2: 107,879 shares; 2025Q3: 108,275 shares; 2025Q4: 108,786 shares 108,786 $4.44M 0.03% +511 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,396 shares; 2024Q4: 98,564 shares; 2025Q1: 97,384 shares; 2025Q2: 96,384 shares; 2025Q3: 97,336 shares; 2025Q4: 94,199 shares 94,199 $4.41M 0.03% -3,137 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,367 shares; 2024Q4: 25,460 shares; 2025Q1: 23,338 shares; 2025Q2: 23,180 shares; 2025Q3: 22,218 shares; 2025Q4: 21,422 shares 21,422 $4.39M 0.03% -796 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,645 shares; 2024Q4: 136,543 shares; 2025Q1: 133,957 shares; 2025Q2: 91,175 shares; 2025Q3: 51,833 shares; 2025Q4: 44,192 shares 44,192 $4.35M 0.03% -7,641 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,805 shares; 2025Q2: 7,702 shares; 2025Q3: 7,834 shares; 2025Q4: 11,169 shares 11,169 $4.32M 0.02% +3,335 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 14,513 shares; 2025Q1: 15,032 shares; 2025Q2: 15,397 shares; 2025Q3: 15,997 shares; 2025Q4: 16,642 shares 16,642 $4.32M 0.02% +645 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: 6,098 shares; 2024Q4: 6,588 shares; 2025Q1: 7,326 shares; 2025Q2: 6,346 shares; 2025Q3: 7,102 shares; 2025Q4: 8,979 shares 8,979 $4.31M 0.02% +1,877 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 503 shares; 2025Q1: 600 shares; 2025Q2: 574 shares; 2025Q3: 3,463 shares; 2025Q4: 52,560 shares 52,560 $4.31M 0.02% +49,097 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 32,189 shares; 2025Q1: 33,058 shares; 2025Q2: 31,208 shares; 2025Q3: 31,866 shares; 2025Q4: 32,219 shares 32,219 $4.3M 0.02% +353 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,690 shares; 2024Q4: 179,661 shares; 2025Q1: 175,582 shares; 2025Q2: 175,582 shares; 2025Q3: 178,832 shares; 2025Q4: 178,866 shares 178,866 $4.3M 0.02% +34 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,942 shares; 2024Q4: 59,742 shares; 2025Q1: 44,265 shares; 2025Q2: 42,145 shares; 2025Q3: 183,930 shares; 2025Q4: 109,143 shares 109,143 $4.28M 0.02% -74,787 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,970 shares; 2025Q1: 1,956 shares; 2025Q2: 2,570 shares; 2025Q3: 57,834 shares; 2025Q4: 55,252 shares 55,252 $4.28M 0.02% -2,582 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,211 shares; 2025Q1: 893 shares; 2025Q2: 1,007 shares; 2025Q3: 1,028 shares; 2025Q4: 5,483 shares 5,483 $4.23M 0.02% +4,455 Timeline JSCP 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: 75,023 shares; 2024Q4: 63,496 shares; 2025Q1: 63,254 shares; 2025Q2: 59,659 shares; 2025Q3: 63,308 shares; 2025Q4: 87,840 shares 87,840 $4.18M 0.02% +24,532 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: 3,966 shares; 2024Q4: 4,043 shares; 2025Q1: 4,023 shares; 2025Q2: 4,099 shares; 2025Q3: 4,883 shares; 2025Q4: 5,079 shares 5,079 $4.17M 0.02% +196 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 18,817 shares; 2025Q1: 18,676 shares; 2025Q2: 21,406 shares; 2025Q3: 21,105 shares; 2025Q4: 21,117 shares 21,117 $4.1M 0.02% +12 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: 6,260 shares; 2024Q4: 6,812 shares; 2025Q1: 6,757 shares; 2025Q2: 6,687 shares; 2025Q3: 6,937 shares; 2025Q4: 7,125 shares 7,125 $4.06M 0.02% +188 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,921 shares; 2024Q4: 28,053 shares; 2025Q1: 28,099 shares; 2025Q2: 28,227 shares; 2025Q3: 30,214 shares; 2025Q4: 29,878 shares 29,878 $4.06M 0.02% -336 Timeline NDEC 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: 144,739 shares 144,739 $4.01M 0.02% new 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: not reported; 2024Q4: 34,993 shares; 2025Q1: 29,520 shares; 2025Q2: 27,971 shares; 2025Q3: 59,261 shares; 2025Q4: 54,180 shares 54,180 $4.01M 0.02% -5,081 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: 8,875 shares; 2024Q4: 16,312 shares; 2025Q1: 15,511 shares; 2025Q2: 15,665 shares; 2025Q3: 15,511 shares; 2025Q4: 15,609 shares 15,609 $4.01M 0.02% +98 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 219,358 shares; 2025Q1: 222,976 shares; 2025Q2: 222,976 shares; 2025Q3: 198,111 shares; 2025Q4: 198,114 shares 198,114 $3.96M 0.02% +3 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: 9,009 shares; 2024Q4: 8,921 shares; 2025Q1: 9,116 shares; 2025Q2: 9,264 shares; 2025Q3: 14,124 shares; 2025Q4: 14,372 shares 14,372 $3.96M 0.02% +248 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,541 shares; 2024Q4: 114,086 shares; 2025Q1: 110,932 shares; 2025Q2: 114,399 shares; 2025Q3: 119,293 shares; 2025Q4: 143,243 shares 143,243 $3.94M 0.02% +23,950 Timeline DFAT 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: 103,289 shares; 2024Q4: 102,142 shares; 2025Q1: 102,720 shares; 2025Q2: 83,431 shares; 2025Q3: 83,504 shares; 2025Q4: 66,027 shares 66,027 $3.93M 0.02% -17,477 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,817 shares; 2024Q4: 41,012 shares; 2025Q1: 51,594 shares; 2025Q2: 48,527 shares; 2025Q3: 53,665 shares; 2025Q4: 102,825 shares 102,825 $3.93M 0.02% +49,160 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: 5,324 shares; 2024Q4: 8,558 shares; 2025Q1: 8,622 shares; 2025Q2: 13,143 shares; 2025Q3: 13,899 shares; 2025Q4: 16,163 shares 16,163 $3.92M 0.02% +2,264 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: 4,995 shares; 2024Q4: 5,503 shares; 2025Q1: 5,426 shares; 2025Q2: 7,334 shares; 2025Q3: 9,311 shares; 2025Q4: 7,983 shares 7,983 $3.91M 0.02% -1,328 Timeline IBTG ISHARES TR More: 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: 171,101 shares; 2025Q1: 164,455 shares; 2025Q2: 165,330 shares; 2025Q3: 166,730 shares; 2025Q4: 170,497 shares 170,497 $3.9M 0.02% +3,767 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,823 shares; 2024Q4: 104,483 shares; 2025Q1: 90,323 shares; 2025Q2: 89,441 shares; 2025Q3: 85,626 shares; 2025Q4: 84,582 shares 84,582 $3.89M 0.02% -1,044 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,511 shares; 2024Q4: 76,965 shares; 2025Q1: 76,659 shares; 2025Q2: 76,538 shares; 2025Q3: 75,843 shares; 2025Q4: 65,967 shares 65,967 $3.87M 0.02% -9,876 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: 14,775 shares; 2024Q4: 12,865 shares; 2025Q1: 13,068 shares; 2025Q2: 18,640 shares; 2025Q3: 39,555 shares; 2025Q4: 47,142 shares 47,142 $3.85M 0.02% +7,587 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,401 shares; 2025Q1: 6,714 shares; 2025Q2: 6,742 shares; 2025Q3: 42,526 shares; 2025Q4: 41,604 shares 41,604 $3.8M 0.02% -922 Timeline SCHY 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: 103,162 shares; 2024Q4: 143,681 shares; 2025Q1: 130,292 shares; 2025Q2: 127,941 shares; 2025Q3: 127,844 shares; 2025Q4: 126,446 shares 126,446 $3.77M 0.02% -1,398 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: 23,587 shares; 2024Q4: 25,085 shares; 2025Q1: 24,323 shares; 2025Q2: 24,193 shares; 2025Q3: 27,958 shares; 2025Q4: 29,243 shares 29,243 $3.73M 0.02% +1,285 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 9,799 shares; 2025Q1: 9,749 shares; 2025Q2: 10,157 shares; 2025Q3: 49,674 shares; 2025Q4: 50,197 shares 50,197 $3.7M 0.02% +523 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 38,134 shares; 2025Q1: 39,767 shares; 2025Q2: 40,063 shares; 2025Q3: 39,994 shares; 2025Q4: 39,899 shares 39,899 $3.68M 0.02% -95 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: not reported; 2024Q4: 44,331 shares; 2025Q1: 41,456 shares; 2025Q2: 21,574 shares; 2025Q3: 20,190 shares; 2025Q4: 34,226 shares 34,226 $3.67M 0.02% +14,036 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 24,960 shares; 2025Q1: 24,942 shares; 2025Q2: 24,971 shares; 2025Q3: 24,015 shares; 2025Q4: 26,877 shares 26,877 $3.66M 0.02% +2,862 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: 5,586 shares; 2024Q4: 5,457 shares; 2025Q1: 4,648 shares; 2025Q2: 5,128 shares; 2025Q3: 5,079 shares; 2025Q4: 5,972 shares 5,972 $3.61M 0.02% +893 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: 56,128 shares; 2024Q4: 60,833 shares; 2025Q1: 55,246 shares; 2025Q2: 55,356 shares; 2025Q3: 53,212 shares; 2025Q4: 49,064 shares 49,064 $3.61M 0.02% -4,148 Timeline SCHK 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: 55,390 shares; 2024Q4: 110,935 shares; 2025Q1: 110,935 shares; 2025Q2: 110,935 shares; 2025Q3: 110,935 shares; 2025Q4: 109,220 shares 109,220 $3.58M 0.02% -1,715 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,605 shares; 2024Q4: 28,965 shares; 2025Q1: 28,811 shares; 2025Q2: 26,776 shares; 2025Q3: 41,476 shares; 2025Q4: 41,389 shares 41,389 $3.57M 0.02% -87 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,976 shares; 2024Q4: 13,045 shares; 2025Q1: 13,558 shares; 2025Q2: 13,755 shares; 2025Q3: 18,403 shares; 2025Q4: 17,180 shares 17,180 $3.53M 0.02% -1,223 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: 5,565 shares; 2024Q4: 9,523 shares; 2025Q1: 8,777 shares; 2025Q2: 8,782 shares; 2025Q3: 9,232 shares; 2025Q4: 10,220 shares 10,220 $3.51M 0.02% +988 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,785 shares; 2025Q1: 11,280 shares; 2025Q2: 12,724 shares; 2025Q3: 26,538 shares; 2025Q4: 31,730 shares 31,730 $3.49M 0.02% +5,192 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: 36,548 shares; 2024Q4: 40,496 shares; 2025Q1: 41,074 shares; 2025Q2: 43,474 shares; 2025Q3: 57,165 shares; 2025Q4: 57,889 shares 57,889 $3.48M 0.02% +724 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 40,603 shares; 2025Q1: 40,109 shares; 2025Q2: 38,702 shares; 2025Q3: 36,089 shares; 2025Q4: 46,817 shares 46,817 $3.48M 0.02% +10,728 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,234 shares; 2024Q4: 28,505 shares; 2025Q1: 25,727 shares; 2025Q2: 24,852 shares; 2025Q3: 23,769 shares; 2025Q4: 24,554 shares 24,554 $3.47M 0.02% +785 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,210 shares; 2024Q4: 21,230 shares; 2025Q1: 19,250 shares; 2025Q2: 57,601 shares; 2025Q3: 65,629 shares; 2025Q4: 65,366 shares 65,366 $3.46M 0.02% -263 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,144 shares; 2024Q4: 46,660 shares; 2025Q1: 45,811 shares; 2025Q2: 47,373 shares; 2025Q3: 61,905 shares; 2025Q4: 65,341 shares 65,341 $3.45M 0.02% +3,436 Timeline NAPR 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: 16,485 shares; 2024Q4: 16,361 shares; 2025Q1: 16,200 shares; 2025Q2: 123,032 shares; 2025Q3: 115,340 shares; 2025Q4: 63,849 shares 63,849 $3.43M 0.02% -51,491 Timeline PXH 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: 4,685 shares; 2025Q1: 4,744 shares; 2025Q2: 3,308 shares; 2025Q3: 79,973 shares; 2025Q4: 131,882 shares 131,882 $3.4M 0.02% +51,909 Timeline RSBA 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: 161,909 shares 161,909 $3.38M 0.02% new 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: 8,973 shares; 2024Q4: 13,134 shares; 2025Q1: 13,179 shares; 2025Q2: 13,291 shares; 2025Q3: 28,327 shares; 2025Q4: 29,869 shares 29,869 $3.35M 0.02% +1,542 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,645 shares; 2025Q1: 69,805 shares; 2025Q2: 68,763 shares; 2025Q3: 81,833 shares; 2025Q4: 66,795 shares 66,795 $3.33M 0.02% -15,038 Timeline PXF 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: 4,130 shares; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 8,041 shares; 2025Q3: 30,978 shares; 2025Q4: 50,104 shares 50,104 $3.28M 0.02% +19,126 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 166 shares; 2025Q2: 185 shares; 2025Q3: 8,215 shares; 2025Q4: 9,631 shares 9,631 $3.27M 0.02% +1,416 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: 5,831 shares; 2024Q4: 7,000 shares; 2025Q1: 7,009 shares; 2025Q2: 7,600 shares; 2025Q3: 6,985 shares; 2025Q4: 10,760 shares 10,760 $3.25M 0.02% +3,775 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,974 shares; 2024Q4: 55,997 shares; 2025Q1: 53,898 shares; 2025Q2: 53,734 shares; 2025Q3: 89,528 shares; 2025Q4: 75,099 shares 75,099 $3.25M 0.02% -14,429 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: 490 shares; 2025Q1: 383 shares; 2025Q2: 559 shares; 2025Q3: 1,346 shares; 2025Q4: 20,078 shares 20,078 $3.22M 0.02% +18,732 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,168 shares 46,168 $3.22M 0.02% new Timeline CMF ISHARES TR More: 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: 45,245 shares; 2025Q1: 32,641 shares; 2025Q2: 27,513 shares; 2025Q3: 55,458 shares; 2025Q4: 55,603 shares 55,603 $3.19M 0.02% +145 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,838 shares; 2025Q1: 8,675 shares; 2025Q2: 8,079 shares; 2025Q3: 8,804 shares; 2025Q4: 9,032 shares 9,032 $3.19M 0.02% +228 Timeline PAPR 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: 15,906 shares; 2024Q4: 7,788 shares; 2025Q1: 8,471 shares; 2025Q2: 162,402 shares; 2025Q3: 153,330 shares; 2025Q4: 81,360 shares 81,360 $3.18M 0.02% -71,970 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,502 shares; 2024Q4: 11,443 shares; 2025Q1: 9,885 shares; 2025Q2: 8,721 shares; 2025Q3: 7,346 shares; 2025Q4: 7,694 shares 7,694 $3.18M 0.02% +348 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: 61,635 shares; 2024Q4: 63,532 shares; 2025Q1: 63,758 shares; 2025Q2: 67,362 shares; 2025Q3: 75,055 shares; 2025Q4: 76,495 shares 76,495 $3.16M 0.02% +1,440 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,046 shares; 2024Q4: 35,505 shares; 2025Q1: 37,973 shares; 2025Q2: 36,008 shares; 2025Q3: 35,644 shares; 2025Q4: 37,557 shares 37,557 $3.14M 0.02% +1,913 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: 17,318 shares; 2024Q4: 20,549 shares; 2025Q1: 20,521 shares; 2025Q2: 20,329 shares; 2025Q3: 20,118 shares; 2025Q4: 20,687 shares 20,687 $3.13M 0.02% +569 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 2,639 shares; 2025Q1: 2,739 shares; 2025Q2: 2,710 shares; 2025Q3: 2,854 shares; 2025Q4: 4,083 shares 4,083 $3.13M 0.02% +1,229 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,350 shares; 2024Q4: 54,850 shares; 2025Q1: 57,646 shares; 2025Q2: 57,732 shares; 2025Q3: 61,541 shares; 2025Q4: 57,866 shares 57,866 $3.09M 0.02% -3,675 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,375 shares; 2024Q4: 86,565 shares; 2025Q1: 87,739 shares; 2025Q2: 82,494 shares; 2025Q3: 75,982 shares; 2025Q4: 68,244 shares 68,244 $3.07M 0.02% -7,738 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,415 shares; 2024Q4: 13,047 shares; 2025Q1: 13,363 shares; 2025Q2: 13,742 shares; 2025Q3: 6,612 shares; 2025Q4: 7,851 shares 7,851 $3.06M 0.02% +1,239 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,134 shares; 2024Q4: 112,804 shares; 2025Q1: 112,661 shares; 2025Q2: 73,316 shares; 2025Q3: 25,929 shares; 2025Q4: 18,071 shares 18,071 $3.02M 0.02% -7,858 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,494 shares; 2025Q4: 58,494 shares 58,494 $3M 0.02% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,439 shares; 2024Q4: 69,618 shares; 2025Q1: 94,951 shares; 2025Q2: 59,772 shares; 2025Q3: 44,455 shares; 2025Q4: 68,927 shares 68,927 $2.99M 0.02% +24,472 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,402 shares; 2025Q1: 24,414 shares; 2025Q2: 24,052 shares; 2025Q3: 27,592 shares; 2025Q4: 27,672 shares 27,672 $2.95M 0.02% +80 Timeline PJAN 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: 74,579 shares; 2024Q4: 73,040 shares; 2025Q1: 179,540 shares; 2025Q2: 130,111 shares; 2025Q3: 75,607 shares; 2025Q4: 62,722 shares 62,722 $2.95M 0.02% -12,885 Timeline BSCY 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: not reported; 2024Q4: 139,518 shares; 2025Q1: 134,702 shares; 2025Q2: 123,714 shares; 2025Q3: 125,548 shares; 2025Q4: 139,645 shares 139,645 $2.94M 0.02% +14,097 Timeline NJUL 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: 128,309 shares; 2024Q4: 122,925 shares; 2025Q1: 42,998 shares; 2025Q2: 26,522 shares; 2025Q3: 75,016 shares; 2025Q4: 40,311 shares 40,311 $2.93M 0.02% -34,705 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,802 shares; 2025Q1: 6,993 shares; 2025Q2: 51,067 shares; 2025Q3: 58,012 shares; 2025Q4: 64,103 shares 64,103 $2.92M 0.02% +6,091 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: 4,732 shares; 2024Q4: 9,320 shares; 2025Q1: 9,332 shares; 2025Q2: 8,889 shares; 2025Q3: 8,831 shares; 2025Q4: 23,714 shares 23,714 $2.88M 0.02% +14,883 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 11,111 shares; 2025Q1: 109,496 shares; 2025Q2: 155,838 shares; 2025Q3: 117,025 shares; 2025Q4: 75,877 shares 75,877 $2.88M 0.02% -41,148 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: not reported; 2024Q4: 36,085 shares; 2025Q1: 38,120 shares; 2025Q2: 33,887 shares; 2025Q3: 38,172 shares; 2025Q4: 36,084 shares 36,084 $2.84M 0.02% -2,088 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,969 shares; 2024Q4: 35,600 shares; 2025Q1: 35,517 shares; 2025Q2: 36,410 shares; 2025Q3: 35,555 shares; 2025Q4: 36,320 shares 36,320 $2.81M 0.02% +765 Timeline