AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303,121 shares; 2024Q4: 2,415,121 shares; 2025Q1: 2,416,439 shares; 2025Q2: 2,523,030 shares; 2025Q3: 2,419,154 shares; 2025Q4: 3,432,296 shares 3,432,296 $933M 3.39% +1,013,142 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: 858,184 shares; 2024Q4: 924,536 shares; 2025Q1: 950,530 shares; 2025Q2: 1,027,238 shares; 2025Q3: 1,072,812 shares; 2025Q4: 1,512,385 shares 1,512,385 $731M 2.65% +439,573 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: 3,203,295 shares; 2024Q4: 3,043,850 shares; 2025Q1: 3,129,146 shares; 2025Q2: 3,158,677 shares; 2025Q3: 3,266,905 shares; 2025Q4: 3,324,432 shares 3,324,432 $614M 2.23% +57,527 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748,806 shares; 2024Q4: 822,886 shares; 2025Q1: 816,279 shares; 2025Q2: 650,508 shares; 2025Q3: 704,663 shares; 2025Q4: 803,369 shares 803,369 $550M 2% +98,706 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183,083 shares; 2024Q4: 1,247,668 shares; 2025Q1: 1,271,045 shares; 2025Q2: 1,362,373 shares; 2025Q3: 1,417,302 shares; 2025Q4: 2,050,555 shares 2,050,555 $473M 1.72% +633,253 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: 605,089 shares; 2024Q4: 643,658 shares; 2025Q1: 673,493 shares; 2025Q2: 830,470 shares; 2025Q3: 848,504 shares; 2025Q4: 1,458,300 shares 1,458,300 $470M 1.71% +609,796 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: 454,108 shares; 2024Q4: 482,100 shares; 2025Q1: 494,891 shares; 2025Q2: 501,801 shares; 2025Q3: 540,603 shares; 2025Q4: 1,415,812 shares 1,415,812 $443M 1.61% +875,209 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: 957,774 shares; 2024Q4: 1,004,411 shares; 2025Q1: 993,215 shares; 2025Q2: 1,010,002 shares; 2025Q3: 958,589 shares; 2025Q4: 1,127,132 shares 1,127,132 $390M 1.42% +168,543 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: 505,257 shares; 2024Q4: 486,563 shares; 2025Q1: 500,951 shares; 2025Q2: 531,966 shares; 2025Q3: 546,037 shares; 2025Q4: 601,451 shares 601,451 $377M 1.37% +55,414 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: 710,690 shares; 2024Q4: 658,604 shares; 2025Q1: 816,849 shares; 2025Q2: 595,116 shares; 2025Q3: 633,401 shares; 2025Q4: 604,011 shares 604,011 $361M 1.31% -29,390 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: 857,563 shares; 2024Q4: 919,527 shares; 2025Q1: 955,086 shares; 2025Q2: 943,850 shares; 2025Q3: 961,086 shares; 2025Q4: 2,937,658 shares 2,937,658 $327M 1.19% +1,976,572 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: 242,084 shares; 2024Q4: 257,386 shares; 2025Q1: 338,352 shares; 2025Q2: 327,843 shares; 2025Q3: 315,586 shares; 2025Q4: 624,750 shares 624,750 $314M 1.14% +309,164 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: 2,199,575 shares; 2024Q4: 2,986,856 shares; 2025Q1: 3,265,639 shares; 2025Q2: 3,385,577 shares; 2025Q3: 4,358,804 shares; 2025Q4: 4,742,264 shares 4,742,264 $288M 1.05% +383,460 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: 169,083 shares; 2024Q4: 195,574 shares; 2025Q1: 203,699 shares; 2025Q2: 217,744 shares; 2025Q3: 233,829 shares; 2025Q4: 416,670 shares 416,670 $275M 1% +182,841 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: 364,254 shares; 2024Q4: 375,786 shares; 2025Q1: 379,276 shares; 2025Q2: 387,442 shares; 2025Q3: 385,069 shares; 2025Q4: 741,203 shares 741,203 $260M 0.94% +356,134 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: 855,112 shares; 2024Q4: 868,337 shares; 2025Q1: 872,785 shares; 2025Q2: 914,543 shares; 2025Q3: 1,094,798 shares; 2025Q4: 1,220,272 shares 1,220,272 $233M 0.85% +125,474 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: 604,016 shares; 2024Q4: 631,160 shares; 2025Q1: 692,744 shares; 2025Q2: 732,847 shares; 2025Q3: 766,086 shares; 2025Q4: 1,805,505 shares 1,805,505 $217M 0.79% +1,039,419 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: 1,610,860 shares; 2024Q4: 1,857,847 shares; 2025Q1: 2,006,853 shares; 2025Q2: 1,659,911 shares; 2025Q3: 1,718,950 shares; 2025Q4: 1,749,507 shares 1,749,507 $216M 0.78% +30,557 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: 507,019 shares; 2024Q4: 567,759 shares; 2025Q1: 603,261 shares; 2025Q2: 646,988 shares; 2025Q3: 626,465 shares; 2025Q4: 666,027 shares 666,027 $209M 0.76% +39,562 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: 499,796 shares; 2024Q4: 530,701 shares; 2025Q1: 512,304 shares; 2025Q2: 494,604 shares; 2025Q3: 508,657 shares; 2025Q4: 1,334,856 shares 1,334,856 $203M 0.74% +826,199 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: 393,777 shares; 2024Q4: 409,440 shares; 2025Q1: 401,341 shares; 2025Q2: 413,727 shares; 2025Q3: 401,968 shares; 2025Q4: 405,902 shares 405,902 $198M 0.72% +3,934 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736,502 shares; 2024Q4: 2,099,841 shares; 2025Q1: 1,990,911 shares; 2025Q2: 2,307,503 shares; 2025Q3: 2,167,098 shares; 2025Q4: 2,460,143 shares 2,460,143 $197M 0.72% +293,045 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: 340,542 shares; 2024Q4: 483,082 shares; 2025Q1: 733,872 shares; 2025Q2: 711,333 shares; 2025Q3: 703,676 shares; 2025Q4: 915,221 shares 915,221 $194M 0.7% +211,545 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: 122,082 shares; 2024Q4: 120,747 shares; 2025Q1: 121,924 shares; 2025Q2: 126,689 shares; 2025Q3: 126,500 shares; 2025Q4: 176,361 shares 176,361 $190M 0.69% +49,861 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: 280,737 shares; 2024Q4: 295,396 shares; 2025Q1: 333,821 shares; 2025Q2: 344,909 shares; 2025Q3: 373,368 shares; 2025Q4: 904,474 shares 904,474 $187M 0.68% +531,106 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: 244,628 shares; 2024Q4: 245,451 shares; 2025Q1: 236,203 shares; 2025Q2: 243,487 shares; 2025Q3: 358,097 shares; 2025Q4: 651,166 shares 651,166 $173M 0.63% +293,069 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: 244,207 shares; 2024Q4: 280,932 shares; 2025Q1: 265,425 shares; 2025Q2: 341,286 shares; 2025Q3: 343,073 shares; 2025Q4: 384,622 shares 384,622 $171M 0.62% +41,549 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: 20,052 shares; 2024Q4: 21,986 shares; 2025Q1: 167,833 shares; 2025Q2: 256,235 shares; 2025Q3: 443,328 shares; 2025Q4: 482,215 shares 482,215 $165M 0.6% +38,887 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: 487,516 shares; 2024Q4: 666,253 shares; 2025Q1: 1,079,475 shares; 2025Q2: 1,567,448 shares; 2025Q3: 2,028,701 shares; 2025Q4: 2,423,535 shares 2,423,535 $163M 0.59% +394,834 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: 183,602 shares; 2024Q4: 198,725 shares; 2025Q1: 208,773 shares; 2025Q2: 216,712 shares; 2025Q3: 216,678 shares; 2025Q4: 468,005 shares 468,005 $161M 0.58% +251,327 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: 397,792 shares; 2024Q4: 422,861 shares; 2025Q1: 403,052 shares; 2025Q2: 463,155 shares; 2025Q3: 518,334 shares; 2025Q4: 2,081,451 shares 2,081,451 $160M 0.58% +1,563,117 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: 359,515 shares; 2024Q4: 403,246 shares; 2025Q1: 438,475 shares; 2025Q2: 469,829 shares; 2025Q3: 445,515 shares; 2025Q4: 1,025,895 shares 1,025,895 $158M 0.57% +580,380 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: 201,660 shares; 2024Q4: 201,201 shares; 2025Q1: 190,702 shares; 2025Q2: 223,615 shares; 2025Q3: 202,625 shares; 2025Q4: 683,653 shares 683,653 $146M 0.53% +481,028 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855,354 shares; 2024Q4: 1,937,208 shares; 2025Q1: 2,019,376 shares; 2025Q2: 2,100,250 shares; 2025Q3: 2,161,769 shares; 2025Q4: 2,329,131 shares 2,329,131 $146M 0.53% +167,362 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755,135 shares; 2024Q4: 2,144,814 shares; 2025Q1: 1,652,140 shares; 2025Q2: 2,517,628 shares; 2025Q3: 2,226,266 shares; 2025Q4: 2,035,939 shares 2,035,939 $145M 0.53% -190,327 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: 452,918 shares; 2024Q4: 497,253 shares; 2025Q1: 510,036 shares; 2025Q2: 555,573 shares; 2025Q3: 581,192 shares; 2025Q4: 626,492 shares 626,492 $143M 0.52% +45,300 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: 746,726 shares; 2024Q4: 957,359 shares; 2025Q1: 1,128,579 shares; 2025Q2: 1,175,664 shares; 2025Q3: 1,090,947 shares; 2025Q4: 714,153 shares 714,153 $142M 0.51% -376,794 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: 275,649 shares; 2024Q4: 327,505 shares; 2025Q1: 353,786 shares; 2025Q2: 396,009 shares; 2025Q3: 399,717 shares; 2025Q4: 420,148 shares 420,148 $141M 0.51% +20,431 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: 1,870,009 shares; 2024Q4: 2,665,476 shares; 2025Q1: 3,341,951 shares; 2025Q2: 3,640,171 shares; 2025Q3: 4,669,699 shares; 2025Q4: 5,214,505 shares 5,214,505 $139M 0.5% +544,806 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234,645 shares; 2025Q2: 2,159,305 shares; 2025Q3: 3,124,101 shares; 2025Q4: 3,569,189 shares 3,569,189 $138M 0.5% +445,088 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: 193,447 shares; 2024Q4: 185,896 shares; 2025Q1: 205,136 shares; 2025Q2: 216,659 shares; 2025Q3: 209,753 shares; 2025Q4: 233,659 shares 233,659 $134M 0.49% +23,906 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: 82,587 shares; 2024Q4: 84,274 shares; 2025Q1: 86,504 shares; 2025Q2: 87,426 shares; 2025Q3: 91,594 shares; 2025Q4: 154,344 shares 154,344 $133M 0.48% +62,750 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543,773 shares; 2024Q4: 2,843,715 shares; 2025Q1: 2,777,336 shares; 2025Q2: 2,712,133 shares; 2025Q3: 2,626,577 shares; 2025Q4: 2,834,464 shares 2,834,464 $132M 0.48% +207,887 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: 84,197 shares; 2024Q4: 78,864 shares; 2025Q1: 81,525 shares; 2025Q2: 116,121 shares; 2025Q3: 119,824 shares; 2025Q4: 996,955 shares 996,955 $129M 0.47% +877,131 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: 881,635 shares; 2024Q4: 934,897 shares; 2025Q1: 922,958 shares; 2025Q2: 1,027,383 shares; 2025Q3: 1,195,152 shares; 2025Q4: 1,277,254 shares 1,277,254 $114M 0.41% +82,102 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: 116,354 shares; 2024Q4: 275,024 shares; 2025Q1: 299,884 shares; 2025Q2: 320,768 shares; 2025Q3: 359,109 shares; 2025Q4: 379,255 shares 379,255 $112M 0.41% +20,146 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: 935,930 shares; 2024Q4: 944,912 shares; 2025Q1: 927,259 shares; 2025Q2: 1,002,282 shares; 2025Q3: 1,055,655 shares; 2025Q4: 1,120,325 shares 1,120,325 $104M 0.38% +64,670 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 1,022,658 shares; 2025Q3: 2,682,911 shares; 2025Q4: 3,089,187 shares 3,089,187 $103M 0.37% +406,276 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: 218,521 shares; 2024Q4: 229,905 shares; 2025Q1: 211,330 shares; 2025Q2: 208,388 shares; 2025Q3: 234,749 shares; 2025Q4: 1,165,694 shares 1,165,694 $102M 0.37% +930,945 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: 197,476 shares; 2024Q4: 200,394 shares; 2025Q1: 201,943 shares; 2025Q2: 242,398 shares; 2025Q3: 244,916 shares; 2025Q4: 254,852 shares 254,852 $101M 0.37% +9,936 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: 202,236 shares; 2024Q4: 201,423 shares; 2025Q1: 195,688 shares; 2025Q2: 189,594 shares; 2025Q3: 193,154 shares; 2025Q4: 210,929 shares 210,929 $99.8M 0.36% +17,775 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: 110,417 shares; 2024Q4: 119,932 shares; 2025Q1: 324,680 shares; 2025Q2: 561,108 shares; 2025Q3: 963,262 shares; 2025Q4: 977,202 shares 977,202 $99.4M 0.36% +13,940 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: 4,577,800 shares; 2024Q4: 4,410,112 shares; 2025Q1: 3,890,479 shares; 2025Q2: 3,400,504 shares; 2025Q3: 3,114,637 shares; 2025Q4: 2,484,271 shares 2,484,271 $98.4M 0.36% -630,366 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,197 shares; 2024Q4: 609,082 shares; 2025Q1: 830,789 shares; 2025Q2: 886,349 shares; 2025Q3: 983,061 shares; 2025Q4: 1,055,291 shares 1,055,291 $98.2M 0.36% +72,230 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,236 shares; 2024Q4: 94,645 shares; 2025Q1: 101,208 shares; 2025Q2: 113,885 shares; 2025Q3: 107,421 shares; 2025Q4: 525,780 shares 525,780 $96.8M 0.35% +418,359 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: 192,918 shares; 2024Q4: 513,450 shares; 2025Q1: 784,240 shares; 2025Q2: 800,008 shares; 2025Q3: 1,169,539 shares; 2025Q4: 1,177,701 shares 1,177,701 $95.6M 0.35% +8,162 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,503 shares; 2024Q4: 181,940 shares; 2025Q1: 214,996 shares; 2025Q2: 212,431 shares; 2025Q3: 220,151 shares; 2025Q4: 376,094 shares 376,094 $94.1M 0.34% +155,943 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659,969 shares; 2024Q4: 1,955,523 shares; 2025Q1: 2,317,440 shares; 2025Q2: 2,495,086 shares; 2025Q3: 2,542,145 shares; 2025Q4: 2,747,720 shares 2,747,720 $94.1M 0.34% +205,575 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: 891,088 shares; 2024Q4: 818,795 shares; 2025Q1: 786,211 shares; 2025Q2: 828,890 shares; 2025Q3: 874,721 shares; 2025Q4: 938,719 shares 938,719 $93.8M 0.34% +63,998 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: 230,352 shares; 2024Q4: 265,465 shares; 2025Q1: 275,742 shares; 2025Q2: 290,919 shares; 2025Q3: 283,001 shares; 2025Q4: 314,888 shares 314,888 $91.4M 0.33% +31,887 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,509 shares; 2024Q4: 798,960 shares; 2025Q1: 898,120 shares; 2025Q2: 931,960 shares; 2025Q3: 1,159,579 shares; 2025Q4: 1,312,729 shares 1,312,729 $91.2M 0.33% +153,150 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: 70,924 shares; 2024Q4: 56,763 shares; 2025Q1: 59,755 shares; 2025Q2: 63,829 shares; 2025Q3: 85,131 shares; 2025Q4: 658,286 shares 658,286 $84M 0.3% +573,155 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: 496,451 shares; 2024Q4: 511,947 shares; 2025Q1: 532,969 shares; 2025Q2: 305,532 shares; 2025Q3: 317,706 shares; 2025Q4: 430,461 shares 430,461 $83.9M 0.3% +112,755 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: 606,099 shares; 2024Q4: 623,721 shares; 2025Q1: 431,671 shares; 2025Q2: 471,168 shares; 2025Q3: 467,791 shares; 2025Q4: 471,025 shares 471,025 $83.7M 0.3% +3,234 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: 876,149 shares; 2024Q4: 963,964 shares; 2025Q1: 1,001,404 shares; 2025Q2: 1,047,677 shares; 2025Q3: 1,022,107 shares; 2025Q4: 1,088,068 shares 1,088,068 $80.6M 0.29% +65,961 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: 269,415 shares; 2024Q4: 257,869 shares; 2025Q1: 261,896 shares; 2025Q2: 328,181 shares; 2025Q3: 330,615 shares; 2025Q4: 410,857 shares 410,857 $78.7M 0.29% +80,242 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: 134,496 shares; 2024Q4: 154,828 shares; 2025Q1: 161,048 shares; 2025Q2: 362,312 shares; 2025Q3: 421,082 shares; 2025Q4: 488,284 shares 488,284 $78.3M 0.28% +67,202 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: 342,555 shares; 2024Q4: 319,956 shares; 2025Q1: 317,146 shares; 2025Q2: 326,402 shares; 2025Q3: 334,710 shares; 2025Q4: 356,184 shares 356,184 $78.3M 0.28% +21,474 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: 68,217 shares; 2025Q1: 68,596 shares; 2025Q2: 70,941 shares; 2025Q3: 70,802 shares; 2025Q4: 72,263 shares 72,263 $77.3M 0.28% +1,461 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: 131,493 shares; 2024Q4: 136,924 shares; 2025Q1: 155,849 shares; 2025Q2: 174,760 shares; 2025Q3: 176,004 shares; 2025Q4: 251,993 shares 251,993 $76.6M 0.28% +75,989 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: 221,833 shares; 2024Q4: 227,423 shares; 2025Q1: 223,506 shares; 2025Q2: 223,496 shares; 2025Q3: 219,259 shares; 2025Q4: 218,454 shares 218,454 $73.8M 0.27% -805 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: 547,596 shares; 2024Q4: 686,274 shares; 2025Q1: 600,135 shares; 2025Q2: 649,770 shares; 2025Q3: 701,493 shares; 2025Q4: 766,038 shares 766,038 $72.9M 0.26% +64,545 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,192 shares; 2024Q4: 17,907 shares; 2025Q1: 17,741 shares; 2025Q2: 17,462 shares; 2025Q3: 17,317 shares; 2025Q4: 877,720 shares 877,720 $72M 0.26% +860,403 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: 519,243 shares; 2024Q4: 601,241 shares; 2025Q1: 570,337 shares; 2025Q2: 553,404 shares; 2025Q3: 600,076 shares; 2025Q4: 598,637 shares 598,637 $71.9M 0.26% -1,439 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: 81,045 shares; 2024Q4: 101,992 shares; 2025Q1: 75,080 shares; 2025Q2: 77,080 shares; 2025Q3: 63,980 shares; 2025Q4: 367,101 shares 367,101 $71.6M 0.26% +303,121 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: 55,977 shares; 2024Q4: 64,519 shares; 2025Q1: 82,023 shares; 2025Q2: 85,685 shares; 2025Q3: 105,641 shares; 2025Q4: 329,818 shares 329,818 $71.6M 0.26% +224,177 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: 84,350 shares; 2024Q4: 98,897 shares; 2025Q1: 117,735 shares; 2025Q2: 111,310 shares; 2025Q3: 371,423 shares; 2025Q4: 402,912 shares 402,912 $68.9M 0.25% +31,489 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: 943,439 shares; 2024Q4: 992,886 shares; 2025Q1: 1,028,320 shares; 2025Q2: 1,089,517 shares; 2025Q3: 1,142,080 shares; 2025Q4: 1,244,940 shares 1,244,940 $66.9M 0.24% +102,860 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: 28,114 shares; 2024Q4: 29,900 shares; 2025Q1: 26,846 shares; 2025Q2: 30,361 shares; 2025Q3: 32,309 shares; 2025Q4: 99,779 shares 99,779 $66.1M 0.24% +67,470 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 919,505 shares 919,505 $66M 0.24% +919,206 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140,456 shares; 2024Q4: 1,258,089 shares; 2025Q1: 1,368,922 shares; 2025Q2: 1,220,320 shares; 2025Q3: 1,308,141 shares; 2025Q4: 1,459,912 shares 1,459,912 $64.9M 0.24% +151,771 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: 258,706 shares; 2024Q4: 96,989 shares; 2025Q1: 88,651 shares; 2025Q2: 94,026 shares; 2025Q3: 227,976 shares; 2025Q4: 237,728 shares 237,728 $64.5M 0.23% +9,752 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: 38,825 shares; 2024Q4: 48,600 shares; 2025Q1: 23,471 shares; 2025Q2: 58,009 shares; 2025Q3: 96,415 shares; 2025Q4: 505,100 shares 505,100 $63.6M 0.23% +408,685 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: 69,323 shares; 2024Q4: 78,640 shares; 2025Q1: 73,420 shares; 2025Q2: 78,104 shares; 2025Q3: 82,636 shares; 2025Q4: 109,125 shares 109,125 $62.3M 0.23% +26,489 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: 52,661 shares; 2024Q4: 56,790 shares; 2025Q1: 54,299 shares; 2025Q2: 63,742 shares; 2025Q3: 49,498 shares; 2025Q4: 271,625 shares 271,625 $62.2M 0.23% +222,127 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: 513,089 shares; 2024Q4: 588,502 shares; 2025Q1: 685,791 shares; 2025Q2: 725,560 shares; 2025Q3: 800,996 shares; 2025Q4: 885,833 shares 885,833 $61.5M 0.22% +84,837 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: 394,360 shares; 2024Q4: 489,906 shares; 2025Q1: 644,870 shares; 2025Q2: 916,646 shares; 2025Q3: 891,380 shares; 2025Q4: 1,214,499 shares 1,214,499 $61.4M 0.22% +323,119 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: 26,148 shares; 2024Q4: 433,202 shares; 2025Q1: 486,516 shares; 2025Q2: 513,123 shares; 2025Q3: 520,921 shares; 2025Q4: 515,619 shares 515,619 $59.9M 0.22% -5,302 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994,885 shares; 2024Q4: 1,116,667 shares; 2025Q1: 1,253,604 shares; 2025Q2: 780,803 shares; 2025Q3: 844,309 shares; 2025Q4: 1,351,390 shares 1,351,390 $59M 0.21% +507,081 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: 506,604 shares; 2024Q4: 803,452 shares; 2025Q1: 1,053,712 shares; 2025Q2: 1,066,105 shares; 2025Q3: 950,023 shares; 2025Q4: 1,186,993 shares 1,186,993 $58.9M 0.21% +236,970 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,507 shares; 2024Q4: 746,281 shares; 2025Q1: 812,975 shares; 2025Q2: 850,016 shares; 2025Q3: 994,255 shares; 2025Q4: 1,112,219 shares 1,112,219 $58.7M 0.21% +117,964 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993,019 shares; 2024Q4: 1,017,458 shares; 2025Q1: 1,122,643 shares; 2025Q2: 843,902 shares; 2025Q3: 940,514 shares; 2025Q4: 929,696 shares 929,696 $58.5M 0.21% -10,818 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: 551,483 shares; 2024Q4: 564,648 shares; 2025Q1: 611,380 shares; 2025Q2: 696,674 shares; 2025Q3: 1,094,851 shares; 2025Q4: 1,224,399 shares 1,224,399 $56.4M 0.2% +129,548 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: 192,260 shares; 2024Q4: 195,169 shares; 2025Q1: 196,558 shares; 2025Q2: 198,395 shares; 2025Q3: 205,261 shares; 2025Q4: 213,948 shares 213,948 $55M 0.2% +8,687 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: 57,672 shares; 2024Q4: 96,420 shares; 2025Q1: 59,278 shares; 2025Q2: 78,900 shares; 2025Q3: 92,045 shares; 2025Q4: 406,652 shares 406,652 $54M 0.2% +314,607 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: 252,025 shares; 2024Q4: 271,043 shares; 2025Q1: 282,736 shares; 2025Q2: 290,025 shares; 2025Q3: 325,242 shares; 2025Q4: 376,196 shares 376,196 $53.9M 0.2% +50,954 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,903 shares; 2024Q4: 49,283 shares; 2025Q1: 55,254 shares; 2025Q2: 56,140 shares; 2025Q3: 57,429 shares; 2025Q4: 385,088 shares 385,088 $53.1M 0.19% +327,659 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,235 shares; 2024Q4: 833,331 shares; 2025Q1: 912,454 shares; 2025Q2: 1,366,646 shares; 2025Q3: 1,400,853 shares; 2025Q4: 1,516,092 shares 1,516,092 $52.5M 0.19% +115,239 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: 37,220 shares; 2024Q4: 6,284 shares; 2025Q1: 4,276 shares; 2025Q2: 5,263 shares; 2025Q3: 5,009 shares; 2025Q4: 533,434 shares 533,434 $52.2M 0.19% +528,425 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: 490,961 shares; 2024Q4: 513,992 shares; 2025Q1: 475,426 shares; 2025Q2: 1,818,446 shares; 2025Q3: 1,980,018 shares; 2025Q4: 2,094,815 shares 2,094,815 $52M 0.19% +114,797 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: 149,365 shares; 2024Q4: 149,941 shares; 2025Q1: 155,466 shares; 2025Q2: 168,522 shares; 2025Q3: 189,471 shares; 2025Q4: 282,578 shares 282,578 $51.8M 0.19% +93,107 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: 43,638 shares; 2024Q4: 46,984 shares; 2025Q1: 52,760 shares; 2025Q2: 55,170 shares; 2025Q3: 55,533 shares; 2025Q4: 550,762 shares 550,762 $51.6M 0.19% +495,229 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,943 shares; 2025Q1: 3,790 shares; 2025Q2: 325,159 shares; 2025Q3: 335,359 shares; 2025Q4: 343,291 shares 343,291 $51.6M 0.19% +7,932 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: 579,720 shares; 2024Q4: 618,080 shares; 2025Q1: 665,729 shares; 2025Q2: 700,938 shares; 2025Q3: 716,799 shares; 2025Q4: 951,532 shares 951,532 $51.3M 0.19% +234,733 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: 81,137 shares; 2024Q4: 83,913 shares; 2025Q1: 87,485 shares; 2025Q2: 103,070 shares; 2025Q3: 138,223 shares; 2025Q4: 166,407 shares 166,407 $51.3M 0.19% +28,184 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: 164,029 shares; 2024Q4: 176,553 shares; 2025Q1: 176,396 shares; 2025Q2: 194,596 shares; 2025Q3: 183,267 shares; 2025Q4: 196,035 shares 196,035 $50.6M 0.18% +12,768 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: 21,928 shares; 2024Q4: 23,523 shares; 2025Q1: 28,015 shares; 2025Q2: 27,906 shares; 2025Q3: 32,432 shares; 2025Q4: 57,211 shares 57,211 $50.3M 0.18% +24,779 Timeline EMBD 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: 1,808,807 shares; 2024Q4: 2,005,748 shares; 2025Q1: 2,130,622 shares; 2025Q2: 2,028,511 shares; 2025Q3: 2,009,964 shares; 2025Q4: 2,060,856 shares 2,060,856 $49.5M 0.18% +50,892 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887,542 shares; 2024Q4: 2,040,509 shares; 2025Q1: 2,247,632 shares; 2025Q2: 2,361,031 shares; 2025Q3: 2,478,933 shares; 2025Q4: 2,521,541 shares 2,521,541 $48.9M 0.18% +42,608 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: 99,585 shares; 2024Q4: 101,547 shares; 2025Q1: 97,940 shares; 2025Q2: 107,384 shares; 2025Q3: 108,858 shares; 2025Q4: 153,499 shares 153,499 $48.9M 0.18% +44,641 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: 1,875,253 shares; 2024Q4: 1,824,435 shares; 2025Q1: 1,770,279 shares; 2025Q2: 1,906,479 shares; 2025Q3: 1,595,766 shares; 2025Q4: 1,880,061 shares 1,880,061 $48.4M 0.18% +284,295 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: 230,885 shares; 2024Q4: 222,104 shares; 2025Q1: 215,548 shares; 2025Q2: 218,803 shares; 2025Q3: 230,061 shares; 2025Q4: 238,329 shares 238,329 $48.4M 0.18% +8,268 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,208 shares; 2024Q4: 324,966 shares; 2025Q1: 336,467 shares; 2025Q2: 363,924 shares; 2025Q3: 366,879 shares; 2025Q4: 373,241 shares 373,241 $48.1M 0.17% +6,362 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: 275,754 shares; 2024Q4: 285,009 shares; 2025Q1: 298,110 shares; 2025Q2: 301,244 shares; 2025Q3: 327,516 shares; 2025Q4: 331,827 shares 331,827 $47.6M 0.17% +4,311 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,488 shares; 2024Q4: 807,931 shares; 2025Q1: 827,694 shares; 2025Q2: 848,839 shares; 2025Q3: 850,654 shares; 2025Q4: 947,486 shares 947,486 $47.4M 0.17% +96,832 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: 51,088 shares; 2024Q4: 53,437 shares; 2025Q1: 49,992 shares; 2025Q2: 47,913 shares; 2025Q3: 50,066 shares; 2025Q4: 294,345 shares 294,345 $47.1M 0.17% +244,279 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,686 shares; 2024Q4: 526,825 shares; 2025Q1: 586,302 shares; 2025Q2: 598,854 shares; 2025Q3: 596,043 shares; 2025Q4: 526,556 shares 526,556 $47.1M 0.17% -69,487 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,757 shares; 2024Q4: 202,064 shares; 2025Q1: 192,453 shares; 2025Q2: 189,485 shares; 2025Q3: 188,933 shares; 2025Q4: 193,458 shares 193,458 $47M 0.17% +4,525 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: 115,503 shares; 2024Q4: 125,000 shares; 2025Q1: 122,170 shares; 2025Q2: 123,154 shares; 2025Q3: 125,017 shares; 2025Q4: 125,692 shares 125,692 $46.9M 0.17% +675 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,516 shares; 2024Q4: 16,047 shares; 2025Q1: 3,061 shares; 2025Q2: 730,767 shares; 2025Q3: 824,904 shares; 2025Q4: 933,264 shares 933,264 $46.7M 0.17% +108,360 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: 91,767 shares; 2024Q4: 125,154 shares; 2025Q1: 119,687 shares; 2025Q2: 198,805 shares; 2025Q3: 336,359 shares; 2025Q4: 463,424 shares 463,424 $46.5M 0.17% +127,065 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,958 shares; 2024Q4: 113,477 shares; 2025Q1: 126,751 shares; 2025Q2: 106,800 shares; 2025Q3: 118,353 shares; 2025Q4: 285,156 shares 285,156 $46M 0.17% +166,803 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: 108,035 shares; 2024Q4: 109,917 shares; 2025Q1: 144,197 shares; 2025Q2: 149,984 shares; 2025Q3: 154,394 shares; 2025Q4: 258,831 shares 258,831 $46M 0.17% +104,437 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,230 shares; 2024Q4: 189,905 shares; 2025Q1: 156,531 shares; 2025Q2: 154,374 shares; 2025Q3: 153,915 shares; 2025Q4: 165,710 shares 165,710 $45.9M 0.17% +11,795 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: 119,007 shares; 2024Q4: 124,929 shares; 2025Q1: 125,463 shares; 2025Q2: 124,232 shares; 2025Q3: 107,365 shares; 2025Q4: 148,028 shares 148,028 $45.2M 0.16% +40,663 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,985 shares; 2024Q4: 25,803 shares; 2025Q1: 29,078 shares; 2025Q2: 38,012 shares; 2025Q3: 51,366 shares; 2025Q4: 68,843 shares 68,843 $45M 0.16% +17,477 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: 510,584 shares; 2024Q4: 465,141 shares; 2025Q1: 516,823 shares; 2025Q2: 497,468 shares; 2025Q3: 496,231 shares; 2025Q4: 475,640 shares 475,640 $44.8M 0.16% -20,591 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: 430,031 shares; 2024Q4: 435,270 shares; 2025Q1: 408,480 shares; 2025Q2: 487,257 shares; 2025Q3: 774,755 shares; 2025Q4: 874,717 shares 874,717 $44M 0.16% +99,962 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 1,466 shares; 2025Q1: 1,471 shares; 2025Q2: 1,591 shares; 2025Q3: 851,231 shares; 2025Q4: 1,144,814 shares 1,144,814 $43.7M 0.16% +293,583 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,235 shares; 2024Q4: 720,272 shares; 2025Q1: 733,924 shares; 2025Q2: 777,789 shares; 2025Q3: 903,321 shares; 2025Q4: 1,137,292 shares 1,137,292 $43.6M 0.16% +233,971 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: 73,168 shares; 2024Q4: 71,776 shares; 2025Q1: 65,999 shares; 2025Q2: 72,277 shares; 2025Q3: 70,469 shares; 2025Q4: 117,147 shares 117,147 $43.3M 0.16% +46,678 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: 210,661 shares; 2024Q4: 290,772 shares; 2025Q1: 319,011 shares; 2025Q2: 341,965 shares; 2025Q3: 345,166 shares; 2025Q4: 354,319 shares 354,319 $43.1M 0.16% +9,153 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: 393,886 shares; 2024Q4: 410,723 shares; 2025Q1: 406,366 shares; 2025Q2: 366,389 shares; 2025Q3: 341,158 shares; 2025Q4: 396,431 shares 396,431 $41.7M 0.15% +55,273 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: 102,342 shares; 2024Q4: 114,865 shares; 2025Q1: 120,330 shares; 2025Q2: 162,434 shares; 2025Q3: 157,093 shares; 2025Q4: 164,805 shares 164,805 $41.7M 0.15% +7,712 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: 1,430,109 shares; 2024Q4: 2,018,258 shares; 2025Q1: 1,850,602 shares; 2025Q2: 1,780,749 shares; 2025Q3: 1,904,405 shares; 2025Q4: 1,817,907 shares 1,817,907 $41.6M 0.15% -86,498 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774,464 shares; 2024Q4: 909,513 shares; 2025Q1: 1,005,661 shares; 2025Q2: 826,422 shares; 2025Q3: 892,370 shares; 2025Q4: 1,029,158 shares 1,029,158 $41.4M 0.15% +136,788 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: 256,514 shares; 2024Q4: 275,498 shares; 2025Q1: 275,485 shares; 2025Q2: 310,863 shares; 2025Q3: 339,566 shares; 2025Q4: 586,446 shares 586,446 $41M 0.15% +246,880 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: 752,178 shares; 2024Q4: 655,328 shares; 2025Q1: 463,844 shares; 2025Q2: 744,209 shares; 2025Q3: 1,037,653 shares; 2025Q4: 1,067,780 shares 1,067,780 $40.7M 0.15% +30,127 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: 130,484 shares; 2024Q4: 133,390 shares; 2025Q1: 124,678 shares; 2025Q2: 128,162 shares; 2025Q3: 139,941 shares; 2025Q4: 145,233 shares 145,233 $40.5M 0.15% +5,292 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: 232,137 shares; 2024Q4: 242,248 shares; 2025Q1: 299,075 shares; 2025Q2: 126,439 shares; 2025Q3: 142,494 shares; 2025Q4: 156,635 shares 156,635 $40.3M 0.15% +14,141 Timeline HEGD 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: 488,323 shares; 2024Q4: 551,135 shares; 2025Q1: 539,095 shares; 2025Q2: 1,174,364 shares; 2025Q3: 1,341,774 shares; 2025Q4: 1,579,194 shares 1,579,194 $39.8M 0.14% +237,420 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366,856 shares; 2024Q4: 1,483,193 shares; 2025Q1: 1,297,469 shares; 2025Q2: 1,210,609 shares; 2025Q3: 1,246,518 shares; 2025Q4: 1,744,511 shares 1,744,511 $39.2M 0.14% +497,993 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: 232,125 shares; 2024Q4: 251,457 shares; 2025Q1: 261,274 shares; 2025Q2: 551,136 shares; 2025Q3: 632,388 shares; 2025Q4: 681,503 shares 681,503 $39M 0.14% +49,115 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,732 shares; 2024Q4: 700,256 shares; 2025Q1: 694,558 shares; 2025Q2: 689,338 shares; 2025Q3: 703,430 shares; 2025Q4: 796,620 shares 796,620 $38.5M 0.14% +93,190 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: 371,566 shares; 2024Q4: 673,608 shares; 2025Q1: 1,481,182 shares; 2025Q2: 953,881 shares; 2025Q3: 917,571 shares; 2025Q4: 1,004,279 shares 1,004,279 $38.5M 0.14% +86,708 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: 301,260 shares; 2024Q4: 335,734 shares; 2025Q1: 427,094 shares; 2025Q2: 335,295 shares; 2025Q3: 326,306 shares; 2025Q4: 469,193 shares 469,193 $37.7M 0.14% +142,887 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,338 shares; 2025Q3: 2,145,150 shares; 2025Q4: 2,202,139 shares 2,202,139 $37.5M 0.14% +56,989 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: 120,598 shares; 2024Q4: 124,327 shares; 2025Q1: 123,207 shares; 2025Q2: 115,115 shares; 2025Q3: 108,795 shares; 2025Q4: 111,936 shares 111,936 $37M 0.13% +3,141 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: 197,303 shares; 2024Q4: 194,683 shares; 2025Q1: 187,868 shares; 2025Q2: 180,323 shares; 2025Q3: 205,607 shares; 2025Q4: 255,272 shares 255,272 $36.6M 0.13% +49,665 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: 446,312 shares; 2024Q4: 526,572 shares; 2025Q1: 575,669 shares; 2025Q2: 517,376 shares; 2025Q3: 217,791 shares; 2025Q4: 183,031 shares 183,031 $36.5M 0.13% -34,760 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: 284,803 shares; 2024Q4: 176,795 shares; 2025Q1: 181,469 shares; 2025Q2: 223,771 shares; 2025Q3: 259,354 shares; 2025Q4: 378,032 shares 378,032 $36.4M 0.13% +118,678 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: 154,079 shares; 2024Q4: 171,826 shares; 2025Q1: 175,634 shares; 2025Q2: 190,662 shares; 2025Q3: 202,666 shares; 2025Q4: 289,168 shares 289,168 $36.2M 0.13% +86,502 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: 313,238 shares; 2024Q4: 348,489 shares; 2025Q1: 425,695 shares; 2025Q2: 619,500 shares; 2025Q3: 509,748 shares; 2025Q4: 561,987 shares 561,987 $36.2M 0.13% +52,239 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: 341,128 shares; 2024Q4: 408,791 shares; 2025Q1: 431,150 shares; 2025Q2: 426,261 shares; 2025Q3: 383,058 shares; 2025Q4: 428,096 shares 428,096 $35.9M 0.13% +45,038 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: 96,879 shares; 2024Q4: 95,461 shares; 2025Q1: 88,688 shares; 2025Q2: 92,630 shares; 2025Q3: 112,628 shares; 2025Q4: 246,200 shares 246,200 $35.4M 0.13% +133,572 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: 40,963 shares; 2024Q4: 42,495 shares; 2025Q1: 47,015 shares; 2025Q2: 50,325 shares; 2025Q3: 48,137 shares; 2025Q4: 83,032 shares 83,032 $35.4M 0.13% +34,895 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: 156,912 shares; 2024Q4: 159,715 shares; 2025Q1: 157,133 shares; 2025Q2: 182,825 shares; 2025Q3: 193,854 shares; 2025Q4: 196,890 shares 196,890 $34.9M 0.13% +3,036 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: 247,494 shares; 2024Q4: 217,347 shares; 2025Q1: 224,984 shares; 2025Q2: 494,824 shares; 2025Q3: 429,210 shares; 2025Q4: 381,752 shares 381,752 $34.9M 0.13% -47,458 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,218 shares; 2024Q4: 322,595 shares; 2025Q1: 328,076 shares; 2025Q2: 294,338 shares; 2025Q3: 325,725 shares; 2025Q4: 326,379 shares 326,379 $34.8M 0.13% +654 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,305 shares; 2024Q4: 792,984 shares; 2025Q1: 693,765 shares; 2025Q2: 479,228 shares; 2025Q3: 492,055 shares; 2025Q4: 777,949 shares 777,949 $34.5M 0.13% +285,894 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: 373,308 shares; 2024Q4: 400,244 shares; 2025Q1: 395,873 shares; 2025Q2: 384,604 shares; 2025Q3: 372,835 shares; 2025Q4: 436,259 shares 436,259 $34.4M 0.12% +63,424 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: 17,942 shares; 2024Q4: 19,139 shares; 2025Q1: 17,691 shares; 2025Q2: 18,758 shares; 2025Q3: 20,441 shares; 2025Q4: 73,255 shares 73,255 $34.1M 0.12% +52,814 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: 390,187 shares; 2024Q4: 452,748 shares; 2025Q1: 497,165 shares; 2025Q2: 520,716 shares; 2025Q3: 601,091 shares; 2025Q4: 612,797 shares 612,797 $33.6M 0.12% +11,706 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: 118,746 shares; 2024Q4: 118,647 shares; 2025Q1: 113,858 shares; 2025Q2: 115,832 shares; 2025Q3: 114,527 shares; 2025Q4: 109,694 shares 109,694 $33.1M 0.12% -4,833 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: 195,022 shares; 2024Q4: 191,250 shares; 2025Q1: 166,240 shares; 2025Q2: 184,434 shares; 2025Q3: 208,387 shares; 2025Q4: 214,013 shares 214,013 $33.1M 0.12% +5,626 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: 62,808 shares; 2024Q4: 72,846 shares; 2025Q1: 83,010 shares; 2025Q2: 105,931 shares; 2025Q3: 123,450 shares; 2025Q4: 115,313 shares 115,313 $32.9M 0.12% -8,137 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: 556,745 shares; 2024Q4: 590,590 shares; 2025Q1: 590,233 shares; 2025Q2: 612,966 shares; 2025Q3: 694,968 shares; 2025Q4: 805,143 shares 805,143 $32.8M 0.12% +110,175 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,181 shares; 2024Q4: 305,758 shares; 2025Q1: 323,875 shares; 2025Q2: 337,751 shares; 2025Q3: 357,257 shares; 2025Q4: 357,708 shares 357,708 $32.7M 0.12% +451 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,764 shares; 2024Q4: 26,610 shares; 2025Q1: 26,585 shares; 2025Q2: 28,137 shares; 2025Q3: 154,564 shares; 2025Q4: 151,110 shares 151,110 $32.4M 0.12% -3,454 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: 65,313 shares; 2024Q4: 69,099 shares; 2025Q1: 75,784 shares; 2025Q2: 79,424 shares; 2025Q3: 88,768 shares; 2025Q4: 98,760 shares 98,760 $32.3M 0.12% +9,992 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: 67,909 shares; 2024Q4: 74,911 shares; 2025Q1: 61,899 shares; 2025Q2: 63,678 shares; 2025Q3: 76,139 shares; 2025Q4: 103,463 shares 103,463 $32.3M 0.12% +27,324 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,313 shares; 2024Q4: 419,106 shares; 2025Q1: 514,102 shares; 2025Q2: 564,782 shares; 2025Q3: 564,044 shares; 2025Q4: 567,085 shares 567,085 $32.2M 0.12% +3,041 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: 99,006 shares; 2024Q4: 136,848 shares; 2025Q1: 273,681 shares; 2025Q2: 291,706 shares; 2025Q3: 301,634 shares; 2025Q4: 310,765 shares 310,765 $31.8M 0.12% +9,131 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: 57,062 shares; 2024Q4: 59,130 shares; 2025Q1: 60,714 shares; 2025Q2: 66,107 shares; 2025Q3: 75,088 shares; 2025Q4: 65,936 shares 65,936 $31.7M 0.11% -9,152 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: 160,437 shares; 2024Q4: 140,785 shares; 2025Q1: 141,903 shares; 2025Q2: 142,693 shares; 2025Q3: 144,361 shares; 2025Q4: 147,636 shares 147,636 $31.3M 0.11% +3,275 Timeline SPEM 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: 580,942 shares; 2024Q4: 713,240 shares; 2025Q1: 730,558 shares; 2025Q2: 619,879 shares; 2025Q3: 764,731 shares; 2025Q4: 658,009 shares 658,009 $30.8M 0.11% -106,722 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: 40,679 shares; 2024Q4: 44,285 shares; 2025Q1: 43,324 shares; 2025Q2: 43,174 shares; 2025Q3: 47,229 shares; 2025Q4: 97,809 shares 97,809 $30.8M 0.11% +50,580 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: 372,428 shares; 2024Q4: 335,468 shares; 2025Q1: 437,508 shares; 2025Q2: 521,348 shares; 2025Q3: 523,554 shares; 2025Q4: 507,288 shares 507,288 $30.5M 0.11% -16,266 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: 90,581 shares; 2024Q4: 90,736 shares; 2025Q1: 88,759 shares; 2025Q2: 91,096 shares; 2025Q3: 90,328 shares; 2025Q4: 131,376 shares 131,376 $30.4M 0.11% +41,048 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: 371,865 shares; 2024Q4: 436,861 shares; 2025Q1: 417,503 shares; 2025Q2: 399,318 shares; 2025Q3: 427,747 shares; 2025Q4: 458,904 shares 458,904 $30.3M 0.11% +31,157 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,277 shares; 2024Q4: 403,858 shares; 2025Q1: 415,187 shares; 2025Q2: 425,105 shares; 2025Q3: 421,755 shares; 2025Q4: 471,404 shares 471,404 $29.8M 0.11% +49,649 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,195 shares; 2024Q4: 363,142 shares; 2025Q1: 294,175 shares; 2025Q2: 475,953 shares; 2025Q3: 523,474 shares; 2025Q4: 511,360 shares 511,360 $29.7M 0.11% -12,114 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: 128,728 shares; 2024Q4: 173,268 shares; 2025Q1: 201,010 shares; 2025Q2: 166,979 shares; 2025Q3: 193,873 shares; 2025Q4: 228,199 shares 228,199 $29.6M 0.11% +34,326 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,262 shares; 2024Q4: 524,927 shares; 2025Q1: 689,099 shares; 2025Q2: 742,212 shares; 2025Q3: 804,191 shares; 2025Q4: 823,731 shares 823,731 $29.5M 0.11% +19,540 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: 101,315 shares; 2024Q4: 125,760 shares; 2025Q1: 137,903 shares; 2025Q2: 144,689 shares; 2025Q3: 152,876 shares; 2025Q4: 272,644 shares 272,644 $29.5M 0.11% +119,768 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 90,886 shares; 2025Q1: 130,240 shares; 2025Q2: 170,961 shares; 2025Q3: 860,530 shares; 2025Q4: 1,102,266 shares 1,102,266 $29.2M 0.11% +241,736 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: 197,212 shares; 2024Q4: 193,656 shares; 2025Q1: 193,026 shares; 2025Q2: 192,006 shares; 2025Q3: 191,330 shares; 2025Q4: 196,426 shares 196,426 $29.2M 0.11% +5,096 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,766 shares; 2024Q4: 208,803 shares; 2025Q1: 184,025 shares; 2025Q2: 177,275 shares; 2025Q3: 227,704 shares; 2025Q4: 300,492 shares 300,492 $29.1M 0.11% +72,788 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: 439,342 shares; 2024Q4: 927,418 shares; 2025Q1: 940,551 shares; 2025Q2: 840,628 shares; 2025Q3: 941,057 shares; 2025Q4: 1,052,607 shares 1,052,607 $28.9M 0.1% +111,550 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: 183,800 shares; 2024Q4: 176,227 shares; 2025Q1: 182,529 shares; 2025Q2: 202,346 shares; 2025Q3: 207,178 shares; 2025Q4: 299,318 shares 299,318 $28.8M 0.1% +92,140 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803,126 shares; 2024Q4: 844,722 shares; 2025Q1: 658,540 shares; 2025Q2: 683,764 shares; 2025Q3: 699,613 shares; 2025Q4: 738,575 shares 738,575 $28.7M 0.1% +38,962 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: 19,383 shares; 2024Q4: 19,172 shares; 2025Q1: 18,565 shares; 2025Q2: 24,336 shares; 2025Q3: 37,624 shares; 2025Q4: 37,300 shares 37,300 $28.1M 0.1% -324 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: 316,180 shares; 2024Q4: 316,524 shares; 2025Q1: 328,266 shares; 2025Q2: 419,015 shares; 2025Q3: 440,622 shares; 2025Q4: 531,069 shares 531,069 $27.8M 0.1% +90,447 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: 191,509 shares; 2024Q4: 117,436 shares; 2025Q1: 109,448 shares; 2025Q2: 93,987 shares; 2025Q3: 106,691 shares; 2025Q4: 112,429 shares 112,429 $27.7M 0.1% +5,738 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: 476,845 shares; 2024Q4: 562,274 shares; 2025Q1: 674,357 shares; 2025Q2: 478,412 shares; 2025Q3: 557,334 shares; 2025Q4: 622,753 shares 622,753 $27.7M 0.1% +65,419 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: 83,427 shares; 2025Q1: 97,867 shares; 2025Q2: 100,528 shares; 2025Q3: 134,726 shares; 2025Q4: 159,414 shares 159,414 $27.3M 0.1% +24,688 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,174 shares; 2024Q4: 676,469 shares; 2025Q1: 734,246 shares; 2025Q2: 687,236 shares; 2025Q3: 700,621 shares; 2025Q4: 742,319 shares 742,319 $26.7M 0.1% +41,698 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: 109,882 shares; 2024Q4: 111,123 shares; 2025Q1: 161,279 shares; 2025Q2: 151,014 shares; 2025Q3: 258,173 shares; 2025Q4: 257,497 shares 257,497 $26.7M 0.1% -676 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: 201,878 shares; 2024Q4: 224,404 shares; 2025Q1: 379,718 shares; 2025Q2: 431,519 shares; 2025Q3: 355,251 shares; 2025Q4: 325,987 shares 325,987 $26.6M 0.1% -29,264 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: 109,130 shares; 2024Q4: 135,498 shares; 2025Q1: 120,388 shares; 2025Q2: 108,000 shares; 2025Q3: 111,457 shares; 2025Q4: 126,357 shares 126,357 $26.6M 0.1% +14,900 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,143 shares; 2024Q4: 171,688 shares; 2025Q1: 192,894 shares; 2025Q2: 203,376 shares; 2025Q3: 215,445 shares; 2025Q4: 272,999 shares 272,999 $26.3M 0.1% +57,554 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: 138,412 shares; 2024Q4: 151,640 shares; 2025Q1: 160,351 shares; 2025Q2: 163,598 shares; 2025Q3: 192,667 shares; 2025Q4: 223,151 shares 223,151 $26.2M 0.09% +30,484 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: 152,944 shares; 2024Q4: 151,058 shares; 2025Q1: 155,188 shares; 2025Q2: 174,919 shares; 2025Q3: 212,255 shares; 2025Q4: 220,439 shares 220,439 $26M 0.09% +8,184 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: 86,438 shares; 2024Q4: 95,420 shares; 2025Q1: 89,670 shares; 2025Q2: 75,567 shares; 2025Q3: 92,792 shares; 2025Q4: 159,948 shares 159,948 $25.9M 0.09% +67,156 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,150 shares; 2024Q4: 209,796 shares; 2025Q1: 206,918 shares; 2025Q2: 196,991 shares; 2025Q3: 259,716 shares; 2025Q4: 279,644 shares 279,644 $25.5M 0.09% +19,928 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,275 shares; 2024Q4: 710,122 shares; 2025Q1: 689,450 shares; 2025Q2: 755,162 shares; 2025Q3: 905,180 shares; 2025Q4: 1,046,723 shares 1,046,723 $25.4M 0.09% +141,543 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922,334 shares; 2024Q4: 963,198 shares; 2025Q1: 945,737 shares; 2025Q2: 874,010 shares; 2025Q3: 1,136,720 shares; 2025Q4: 1,195,846 shares 1,195,846 $25.3M 0.09% +59,126 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,117 shares; 2024Q4: 631,335 shares; 2025Q1: 747,346 shares; 2025Q2: 688,608 shares; 2025Q3: 949,500 shares; 2025Q4: 1,134,774 shares 1,134,774 $25M 0.09% +185,274 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: 28,509 shares; 2024Q4: 29,470 shares; 2025Q1: 29,014 shares; 2025Q2: 33,536 shares; 2025Q3: 26,832 shares; 2025Q4: 161,896 shares 161,896 $24.8M 0.09% +135,064 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,831 shares; 2024Q4: 27,719 shares; 2025Q1: 16,995 shares; 2025Q2: 31,787 shares; 2025Q3: 66,509 shares; 2025Q4: 68,726 shares 68,726 $24.8M 0.09% +2,217 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: 78,195 shares; 2024Q4: 79,128 shares; 2025Q1: 89,135 shares; 2025Q2: 88,008 shares; 2025Q3: 91,481 shares; 2025Q4: 102,160 shares 102,160 $24.6M 0.09% +10,679 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: 13,362 shares; 2024Q4: 13,136 shares; 2025Q1: 20,354 shares; 2025Q2: 21,158 shares; 2025Q3: 20,027 shares; 2025Q4: 20,268 shares 20,268 $24.6M 0.09% +241 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 28,101 shares; 2025Q2: 21,791 shares; 2025Q3: 308,287 shares; 2025Q4: 375,784 shares 375,784 $24.3M 0.09% +67,497 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: 103,578 shares; 2024Q4: 93,568 shares; 2025Q1: 110,058 shares; 2025Q2: 283,086 shares; 2025Q3: 462,480 shares; 2025Q4: 477,814 shares 477,814 $24.2M 0.09% +15,334 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: 118,777 shares; 2024Q4: 124,336 shares; 2025Q1: 130,167 shares; 2025Q2: 195,867 shares; 2025Q3: 198,762 shares; 2025Q4: 207,568 shares 207,568 $24.2M 0.09% +8,806 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,821 shares; 2024Q4: 37,705 shares; 2025Q1: 48,372 shares; 2025Q2: 54,821 shares; 2025Q3: 60,370 shares; 2025Q4: 68,163 shares 68,163 $24.1M 0.09% +7,793 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,831 shares; 2024Q4: 160,665 shares; 2025Q1: 341,718 shares; 2025Q2: 250,899 shares; 2025Q3: 392,397 shares; 2025Q4: 469,238 shares 469,238 $24M 0.09% +76,841 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: 93,578 shares; 2024Q4: 92,100 shares; 2025Q1: 91,951 shares; 2025Q2: 120,753 shares; 2025Q3: 177,884 shares; 2025Q4: 240,942 shares 240,942 $23.9M 0.09% +63,058 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429,848 shares; 2025Q3: 498,122 shares; 2025Q4: 745,919 shares 745,919 $23.6M 0.09% +247,797 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: 225,959 shares; 2024Q4: 560,585 shares; 2025Q1: 870,693 shares; 2025Q2: 786,268 shares; 2025Q3: 857,355 shares; 2025Q4: 976,959 shares 976,959 $23.5M 0.09% +119,604 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,270 shares; 2025Q2: 216,614 shares; 2025Q3: 216,578 shares; 2025Q4: 204,609 shares 204,609 $23.4M 0.09% -11,969 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: 91,133 shares; 2024Q4: 94,140 shares; 2025Q1: 94,026 shares; 2025Q2: 96,843 shares; 2025Q3: 72,100 shares; 2025Q4: 84,317 shares 84,317 $22.3M 0.08% +12,217 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: 22,269 shares; 2024Q4: 30,375 shares; 2025Q1: 44,903 shares; 2025Q2: 40,279 shares; 2025Q3: 42,365 shares; 2025Q4: 43,099 shares 43,099 $22M 0.08% +734 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,431 shares; 2024Q4: 35,310 shares; 2025Q1: 167,816 shares; 2025Q2: 125,946 shares; 2025Q3: 831,739 shares; 2025Q4: 860,213 shares 860,213 $22M 0.08% +28,474 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: 101,582 shares; 2024Q4: 501,755 shares; 2025Q1: 469,748 shares; 2025Q2: 645,962 shares; 2025Q3: 769,125 shares; 2025Q4: 672,852 shares 672,852 $21.9M 0.08% -96,273 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355,006 shares; 2024Q4: 1,229,580 shares; 2025Q1: 1,081,377 shares; 2025Q2: 1,061,296 shares; 2025Q3: 877,262 shares; 2025Q4: 636,517 shares 636,517 $21.9M 0.08% -240,745 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,015 shares; 2024Q4: 130,397 shares; 2025Q1: 133,740 shares; 2025Q2: 288,673 shares; 2025Q3: 294,677 shares; 2025Q4: 394,075 shares 394,075 $21.9M 0.08% +99,398 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,726 shares; 2024Q4: 364,102 shares; 2025Q1: 358,362 shares; 2025Q2: 410,722 shares; 2025Q3: 410,612 shares; 2025Q4: 474,480 shares 474,480 $21.9M 0.08% +63,868 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,011 shares; 2024Q4: 257,252 shares; 2025Q1: 290,366 shares; 2025Q2: 349,075 shares; 2025Q3: 372,887 shares; 2025Q4: 395,324 shares 395,324 $21.7M 0.08% +22,437 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,117 shares; 2024Q4: 179,874 shares; 2025Q1: 271,318 shares; 2025Q2: 315,466 shares; 2025Q3: 459,273 shares; 2025Q4: 313,540 shares 313,540 $21.5M 0.08% -145,733 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: 71,753 shares; 2024Q4: 75,555 shares; 2025Q1: 67,344 shares; 2025Q2: 69,866 shares; 2025Q3: 56,370 shares; 2025Q4: 79,615 shares 79,615 $21.4M 0.08% +23,245 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: 18,862 shares; 2024Q4: 20,709 shares; 2025Q1: 42,950 shares; 2025Q2: 45,613 shares; 2025Q3: 46,614 shares; 2025Q4: 45,414 shares 45,414 $21.3M 0.08% -1,200 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: 47,006 shares; 2024Q4: 140,151 shares; 2025Q1: 315,832 shares; 2025Q2: 516,704 shares; 2025Q3: 743,994 shares; 2025Q4: 447,004 shares 447,004 $21.2M 0.08% -296,990 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: 116,177 shares; 2024Q4: 249,375 shares; 2025Q1: 225,742 shares; 2025Q2: 219,603 shares; 2025Q3: 205,759 shares; 2025Q4: 197,425 shares 197,425 $21.1M 0.08% -8,334 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: 305,628 shares; 2024Q4: 360,892 shares; 2025Q1: 376,551 shares; 2025Q2: 389,455 shares; 2025Q3: 468,675 shares; 2025Q4: 439,963 shares 439,963 $21M 0.08% -28,712 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826,641 shares; 2024Q4: 2,066,868 shares; 2025Q1: 1,656,001 shares; 2025Q2: 2,371,792 shares; 2025Q3: 2,145,274 shares; 2025Q4: 1,865,543 shares 1,865,543 $21M 0.08% -279,731 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576,180 shares; 2025Q3: 595,708 shares; 2025Q4: 657,916 shares 657,916 $21M 0.08% +62,208 Timeline FXU 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: 15,401 shares; 2024Q4: 13,818 shares; 2025Q1: 465,634 shares; 2025Q2: 541,082 shares; 2025Q3: 530,943 shares; 2025Q4: 466,244 shares 466,244 $21M 0.08% -64,699 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: 371,735 shares; 2024Q4: 305,410 shares; 2025Q1: 359,558 shares; 2025Q2: 265,014 shares; 2025Q3: 355,727 shares; 2025Q4: 243,675 shares 243,675 $20.9M 0.08% -112,052 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 748,453 shares; 2025Q4: 883,775 shares 883,775 $20.9M 0.08% +135,322 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,385 shares; 2024Q4: 342,257 shares; 2025Q1: 293,995 shares; 2025Q2: 327,247 shares; 2025Q3: 263,818 shares; 2025Q4: 346,908 shares 346,908 $20.8M 0.08% +83,090 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,656 shares; 2024Q4: 312,954 shares; 2025Q1: 455,622 shares; 2025Q2: 375,894 shares; 2025Q3: 335,681 shares; 2025Q4: 405,841 shares 405,841 $20.8M 0.08% +70,160 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,929 shares; 2024Q4: 415,675 shares; 2025Q1: 206,808 shares; 2025Q2: 220,005 shares; 2025Q3: 209,684 shares; 2025Q4: 235,986 shares 235,986 $20.6M 0.07% +26,302 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,304 shares; 2024Q4: 566,836 shares; 2025Q1: 721,022 shares; 2025Q2: 827,243 shares; 2025Q3: 717,085 shares; 2025Q4: 793,721 shares 793,721 $20.6M 0.07% +76,636 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: 70,453 shares; 2024Q4: 102,632 shares; 2025Q1: 117,876 shares; 2025Q2: 152,419 shares; 2025Q3: 151,194 shares; 2025Q4: 171,648 shares 171,648 $20.5M 0.07% +20,454 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: 238,174 shares; 2024Q4: 267,165 shares; 2025Q1: 290,718 shares; 2025Q2: 291,836 shares; 2025Q3: 297,626 shares; 2025Q4: 355,273 shares 355,273 $20.5M 0.07% +57,647 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: 14 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 27 shares 27 $20.4M 0.07% +9 Timeline DUHP 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: 895,056 shares; 2024Q4: 894,419 shares; 2025Q1: 905,693 shares; 2025Q2: 795,236 shares; 2025Q3: 730,676 shares; 2025Q4: 530,784 shares 530,784 $20.2M 0.07% -199,892 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: 169,984 shares; 2024Q4: 198,656 shares; 2025Q1: 217,620 shares; 2025Q2: 136,203 shares; 2025Q3: 201,108 shares; 2025Q4: 209,321 shares 209,321 $20.1M 0.07% +8,213 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,088 shares; 2024Q4: 40,445 shares; 2025Q1: 47,367 shares; 2025Q2: 97,208 shares; 2025Q3: 412,363 shares; 2025Q4: 599,928 shares 599,928 $20.1M 0.07% +187,565 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,938 shares; 2024Q4: 328,568 shares; 2025Q1: 368,948 shares; 2025Q2: 387,950 shares; 2025Q3: 375,845 shares; 2025Q4: 329,474 shares 329,474 $19.9M 0.07% -46,371 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,295 shares; 2024Q4: 115,579 shares; 2025Q1: 156,055 shares; 2025Q2: 181,824 shares; 2025Q3: 188,800 shares; 2025Q4: 216,930 shares 216,930 $19.8M 0.07% +28,130 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: 55,996 shares; 2024Q4: 91,653 shares; 2025Q1: 94,586 shares; 2025Q2: 106,489 shares; 2025Q3: 159,083 shares; 2025Q4: 160,720 shares 160,720 $19.7M 0.07% +1,637 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: 33,679 shares; 2024Q4: 35,889 shares; 2025Q1: 33,822 shares; 2025Q2: 37,550 shares; 2025Q3: 37,571 shares; 2025Q4: 40,637 shares 40,637 $19.7M 0.07% +3,066 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505,750 shares; 2025Q3: 562,657 shares; 2025Q4: 675,728 shares 675,728 $19.5M 0.07% +113,071 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: 19,874 shares; 2024Q4: 14,290 shares; 2025Q1: 13,741 shares; 2025Q2: 14,523 shares; 2025Q3: 19,889 shares; 2025Q4: 28,632 shares 28,632 $19.3M 0.07% +8,743 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,045 shares; 2024Q4: 1,013,030 shares; 2025Q1: 880,716 shares; 2025Q2: 824,798 shares; 2025Q3: 727,889 shares; 2025Q4: 585,714 shares 585,714 $19.3M 0.07% -142,175 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,661 shares; 2024Q4: 237,215 shares; 2025Q1: 227,306 shares; 2025Q2: 204,764 shares; 2025Q3: 198,724 shares; 2025Q4: 750,929 shares 750,929 $19.1M 0.07% +552,205 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: 348,696 shares; 2024Q4: 358,925 shares; 2025Q1: 359,640 shares; 2025Q2: 376,241 shares; 2025Q3: 383,566 shares; 2025Q4: 397,048 shares 397,048 $19.1M 0.07% +13,482 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,693 shares; 2024Q4: 406,273 shares; 2025Q1: 422,755 shares; 2025Q2: 443,975 shares; 2025Q3: 474,619 shares; 2025Q4: 404,117 shares 404,117 $19M 0.07% -70,502 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,152 shares; 2024Q4: 557,636 shares; 2025Q1: 507,774 shares; 2025Q2: 521,271 shares; 2025Q3: 762,495 shares; 2025Q4: 796,380 shares 796,380 $18.9M 0.07% +33,885 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,406 shares; 2024Q4: 126,776 shares; 2025Q1: 131,599 shares; 2025Q2: 132,079 shares; 2025Q3: 123,904 shares; 2025Q4: 155,116 shares 155,116 $18.6M 0.07% +31,212 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: 43,631 shares; 2024Q4: 49,923 shares; 2025Q1: 48,729 shares; 2025Q2: 51,968 shares; 2025Q3: 73,180 shares; 2025Q4: 84,250 shares 84,250 $18.5M 0.07% +11,070 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,002 shares; 2024Q4: 322,352 shares; 2025Q1: 346,251 shares; 2025Q2: 362,453 shares; 2025Q3: 382,111 shares; 2025Q4: 414,789 shares 414,789 $18.5M 0.07% +32,678 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: 335,783 shares; 2024Q4: 270,841 shares; 2025Q1: 257,153 shares; 2025Q2: 251,623 shares; 2025Q3: 236,165 shares; 2025Q4: 230,028 shares 230,028 $18.3M 0.07% -6,137 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,592 shares; 2024Q4: 75,935 shares; 2025Q1: 83,874 shares; 2025Q2: 101,184 shares; 2025Q3: 113,479 shares; 2025Q4: 124,914 shares 124,914 $18.3M 0.07% +11,435 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 427,447 shares 427,447 $18.3M 0.07% +424,597 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: 38,283 shares; 2024Q4: 41,398 shares; 2025Q1: 100,698 shares; 2025Q2: 205,736 shares; 2025Q3: 230,204 shares; 2025Q4: 177,769 shares 177,769 $18.2M 0.07% -52,435 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,672 shares; 2025Q1: 2,665 shares; 2025Q2: 2,808 shares; 2025Q3: 2,800 shares; 2025Q4: 3,356 shares 3,356 $18M 0.07% +556 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: 104,987 shares; 2024Q4: 139,918 shares; 2025Q1: 141,961 shares; 2025Q2: 139,217 shares; 2025Q3: 149,393 shares; 2025Q4: 190,432 shares 190,432 $17.8M 0.06% +41,039 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,866 shares; 2024Q4: 985,632 shares; 2025Q1: 1,183,008 shares; 2025Q2: 1,273,119 shares; 2025Q3: 594,360 shares; 2025Q4: 602,631 shares 602,631 $17.8M 0.06% +8,271 Timeline FTXL 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: 211,453 shares; 2024Q4: 26,445 shares; 2025Q1: 16,126 shares; 2025Q2: 13,515 shares; 2025Q3: 8,792 shares; 2025Q4: 136,707 shares 136,707 $17.7M 0.06% +127,915 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: 26,958 shares; 2024Q4: 27,604 shares; 2025Q1: 28,646 shares; 2025Q2: 29,690 shares; 2025Q3: 21,510 shares; 2025Q4: 83,526 shares 83,526 $17.7M 0.06% +62,016 Timeline ZALT 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: 36,517 shares; 2024Q4: 276,862 shares; 2025Q1: 358,355 shares; 2025Q2: 422,343 shares; 2025Q3: 447,772 shares; 2025Q4: 541,860 shares 541,860 $17.6M 0.06% +94,088 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: 579,033 shares; 2024Q4: 414,555 shares; 2025Q1: 462,884 shares; 2025Q2: 560,673 shares; 2025Q3: 625,498 shares; 2025Q4: 708,660 shares 708,660 $17.6M 0.06% +83,162 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,099 shares; 2024Q4: 106,637 shares; 2025Q1: 113,247 shares; 2025Q2: 212,812 shares; 2025Q3: 220,447 shares; 2025Q4: 650,638 shares 650,638 $17.6M 0.06% +430,191 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,622 shares; 2024Q4: 559,435 shares; 2025Q1: 569,568 shares; 2025Q2: 615,172 shares; 2025Q3: 645,225 shares; 2025Q4: 686,728 shares 686,728 $17.6M 0.06% +41,503 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,455 shares; 2024Q4: 640,145 shares; 2025Q1: 643,959 shares; 2025Q2: 613,506 shares; 2025Q3: 634,339 shares; 2025Q4: 723,911 shares 723,911 $17.6M 0.06% +89,572 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: 130,286 shares; 2024Q4: 119,811 shares; 2025Q1: 121,579 shares; 2025Q2: 144,224 shares; 2025Q3: 212,318 shares; 2025Q4: 224,382 shares 224,382 $17.4M 0.06% +12,064 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,298 shares; 2024Q4: 152,774 shares; 2025Q1: 119,728 shares; 2025Q2: 122,366 shares; 2025Q3: 123,272 shares; 2025Q4: 116,976 shares 116,976 $17.4M 0.06% -6,296 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,966 shares; 2024Q4: 213,219 shares; 2025Q1: 202,550 shares; 2025Q2: 225,542 shares; 2025Q3: 315,421 shares; 2025Q4: 343,075 shares 343,075 $17.4M 0.06% +27,654 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: 31,606 shares; 2024Q4: 31,292 shares; 2025Q1: 35,586 shares; 2025Q2: 40,258 shares; 2025Q3: 70,791 shares; 2025Q4: 145,434 shares 145,434 $17.4M 0.06% +74,643 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,592 shares; 2024Q4: 177,969 shares; 2025Q1: 170,356 shares; 2025Q2: 169,485 shares; 2025Q3: 166,502 shares; 2025Q4: 187,453 shares 187,453 $17.2M 0.06% +20,951 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,472 shares; 2024Q4: 220,058 shares; 2025Q1: 167,752 shares; 2025Q2: 153,799 shares; 2025Q3: 253,484 shares; 2025Q4: 255,621 shares 255,621 $17.2M 0.06% +2,137 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: 10,081 shares; 2024Q4: 11,031 shares; 2025Q1: 10,824 shares; 2025Q2: 11,383 shares; 2025Q3: 13,271 shares; 2025Q4: 15,998 shares 15,998 $17.1M 0.06% +2,727 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: 98,035 shares; 2024Q4: 132,910 shares; 2025Q1: 167,589 shares; 2025Q2: 151,821 shares; 2025Q3: 146,972 shares; 2025Q4: 167,246 shares 167,246 $17.1M 0.06% +20,274 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,186 shares; 2024Q4: 120,799 shares; 2025Q1: 85,463 shares; 2025Q2: 84,763 shares; 2025Q3: 79,194 shares; 2025Q4: 63,301 shares 63,301 $17M 0.06% -15,893 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,542 shares; 2024Q4: 30,503 shares; 2025Q1: 83,824 shares; 2025Q2: 152,610 shares; 2025Q3: 193,522 shares; 2025Q4: 198,956 shares 198,956 $17M 0.06% +5,434 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,355 shares; 2025Q1: 89,105 shares; 2025Q2: 295,097 shares; 2025Q3: 464,744 shares; 2025Q4: 683,497 shares 683,497 $16.9M 0.06% +218,753 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: 15,657 shares; 2024Q4: 16,323 shares; 2025Q1: 12,608 shares; 2025Q2: 12,503 shares; 2025Q3: 13,464 shares; 2025Q4: 43,278 shares 43,278 $16.8M 0.06% +29,814 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: 148,435 shares; 2024Q4: 160,061 shares; 2025Q1: 168,981 shares; 2025Q2: 178,892 shares; 2025Q3: 199,082 shares; 2025Q4: 228,755 shares 228,755 $16.8M 0.06% +29,673 Timeline CORP 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: 36,332 shares; 2024Q4: 64,383 shares; 2025Q1: 128,314 shares; 2025Q2: 144,274 shares; 2025Q3: 179,925 shares; 2025Q4: 170,196 shares 170,196 $16.7M 0.06% -9,729 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,653 shares; 2024Q4: 241,745 shares; 2025Q1: 278,772 shares; 2025Q2: 285,889 shares; 2025Q3: 288,593 shares; 2025Q4: 265,772 shares 265,772 $16.6M 0.06% -22,821 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: 73,122 shares; 2024Q4: 86,253 shares; 2025Q1: 94,075 shares; 2025Q2: 75,070 shares; 2025Q3: 87,018 shares; 2025Q4: 106,482 shares 106,482 $16.4M 0.06% +19,464 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: 72,553 shares; 2024Q4: 78,419 shares; 2025Q1: 82,276 shares; 2025Q2: 77,099 shares; 2025Q3: 77,110 shares; 2025Q4: 78,283 shares 78,283 $16.4M 0.06% +1,173 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,786 shares; 2024Q4: 190,559 shares; 2025Q1: 220,548 shares; 2025Q2: 374,558 shares; 2025Q3: 323,524 shares; 2025Q4: 163,676 shares 163,676 $16.4M 0.06% -159,848 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: 148,499 shares; 2024Q4: 173,687 shares; 2025Q1: 184,910 shares; 2025Q2: 188,153 shares; 2025Q3: 191,092 shares; 2025Q4: 209,429 shares 209,429 $16.3M 0.06% +18,337 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: 50,373 shares; 2024Q4: 53,118 shares; 2025Q1: 55,161 shares; 2025Q2: 58,356 shares; 2025Q3: 54,742 shares; 2025Q4: 59,645 shares 59,645 $16.3M 0.06% +4,903 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,676 shares; 2024Q4: 59,963 shares; 2025Q1: 44,535 shares; 2025Q2: 49,744 shares; 2025Q3: 50,205 shares; 2025Q4: 136,247 shares 136,247 $16.3M 0.06% +86,042 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: 181,423 shares; 2024Q4: 138,526 shares; 2025Q1: 148,829 shares; 2025Q2: 144,080 shares; 2025Q3: 142,172 shares; 2025Q4: 147,427 shares 147,427 $16.3M 0.06% +5,255 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,611 shares; 2024Q4: 268,362 shares; 2025Q1: 289,409 shares; 2025Q2: 309,900 shares; 2025Q3: 306,104 shares; 2025Q4: 321,010 shares 321,010 $16M 0.06% +14,906 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,107 shares; 2025Q4: 331,286 shares 331,286 $16M 0.06% +111,179 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: 120,813 shares; 2024Q4: 122,804 shares; 2025Q1: 133,355 shares; 2025Q2: 131,524 shares; 2025Q3: 162,109 shares; 2025Q4: 152,875 shares 152,875 $15.9M 0.06% -9,234 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,509 shares; 2024Q4: 311,494 shares; 2025Q1: 302,552 shares; 2025Q2: 314,987 shares; 2025Q3: 323,941 shares; 2025Q4: 337,542 shares 337,542 $15.9M 0.06% +13,601 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: 70,435 shares; 2024Q4: 103,709 shares; 2025Q1: 135,059 shares; 2025Q2: 186,460 shares; 2025Q3: 187,068 shares; 2025Q4: 209,981 shares 209,981 $15.8M 0.06% +22,913 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: 31,146 shares; 2024Q4: 52,711 shares; 2025Q1: 92,891 shares; 2025Q2: 126,286 shares; 2025Q3: 145,574 shares; 2025Q4: 143,466 shares 143,466 $15.8M 0.06% -2,108 Timeline VTHR 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: 844 shares; 2024Q4: 846 shares; 2025Q1: 3,927 shares; 2025Q2: 3,377 shares; 2025Q3: 3,524 shares; 2025Q4: 52,604 shares 52,604 $15.8M 0.06% +49,080 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: 15,112 shares; 2024Q4: 78,841 shares; 2025Q1: 149,863 shares; 2025Q2: 168,995 shares; 2025Q3: 191,895 shares; 2025Q4: 204,723 shares 204,723 $15.8M 0.06% +12,828 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: 61,394 shares; 2024Q4: 63,682 shares; 2025Q1: 57,872 shares; 2025Q2: 56,459 shares; 2025Q3: 61,652 shares; 2025Q4: 90,874 shares 90,874 $15.8M 0.06% +29,222 Timeline BUFS 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: 146,348 shares; 2024Q4: 250,997 shares; 2025Q1: 364,899 shares; 2025Q2: 469,361 shares; 2025Q3: 573,691 shares; 2025Q4: 688,471 shares 688,471 $15.7M 0.06% +114,780 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460,367 shares; 2025Q3: 475,779 shares; 2025Q4: 483,756 shares 483,756 $15.7M 0.06% +7,977 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: 115,321 shares; 2024Q4: 109,630 shares; 2025Q1: 109,683 shares; 2025Q2: 130,622 shares; 2025Q3: 153,468 shares; 2025Q4: 366,383 shares 366,383 $15.6M 0.06% +212,915 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: 158,897 shares; 2024Q4: 170,505 shares; 2025Q1: 156,968 shares; 2025Q2: 163,240 shares; 2025Q3: 166,630 shares; 2025Q4: 374,199 shares 374,199 $15.4M 0.06% +207,569 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,917 shares; 2024Q4: 884,259 shares; 2025Q1: 544,315 shares; 2025Q2: 548,610 shares; 2025Q3: 225,913 shares; 2025Q4: 134,703 shares 134,703 $15.3M 0.06% -91,210 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,400 shares; 2024Q4: 41,709 shares; 2025Q1: 75,320 shares; 2025Q2: 89,676 shares; 2025Q3: 117,574 shares; 2025Q4: 135,116 shares 135,116 $15.3M 0.06% +17,542 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: 13,721 shares; 2024Q4: 30,329 shares; 2025Q1: 31,203 shares; 2025Q2: 32,163 shares; 2025Q3: 57,171 shares; 2025Q4: 107,162 shares 107,162 $15.1M 0.05% +49,991 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: 13,075 shares; 2024Q4: 13,059 shares; 2025Q1: 13,677 shares; 2025Q2: 17,185 shares; 2025Q3: 15,270 shares; 2025Q4: 16,992 shares 16,992 $14.9M 0.05% +1,722 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: 322,658 shares; 2024Q4: 583,728 shares; 2025Q1: 674,278 shares; 2025Q2: 740,588 shares; 2025Q3: 801,924 shares; 2025Q4: 760,571 shares 760,571 $14.9M 0.05% -41,353 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,663 shares; 2024Q4: 224,602 shares; 2025Q1: 241,608 shares; 2025Q2: 203,475 shares; 2025Q3: 205,550 shares; 2025Q4: 194,660 shares 194,660 $14.7M 0.05% -10,890 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: 12,736 shares; 2024Q4: 12,442 shares; 2025Q1: 20,815 shares; 2025Q2: 22,557 shares; 2025Q3: 21,673 shares; 2025Q4: 25,836 shares 25,836 $14.6M 0.05% +4,163 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,396 shares; 2024Q4: 469,748 shares; 2025Q1: 494,793 shares; 2025Q2: 525,006 shares; 2025Q3: 591,854 shares; 2025Q4: 634,992 shares 634,992 $14.6M 0.05% +43,138 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: 97,500 shares; 2024Q4: 87,111 shares; 2025Q1: 85,800 shares; 2025Q2: 88,082 shares; 2025Q3: 83,356 shares; 2025Q4: 89,228 shares 89,228 $14.5M 0.05% +5,872 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,743 shares; 2024Q4: 104,199 shares; 2025Q1: 125,545 shares; 2025Q2: 172,215 shares; 2025Q3: 205,189 shares; 2025Q4: 202,727 shares 202,727 $14.5M 0.05% -2,462 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,918 shares; 2024Q4: 988,801 shares; 2025Q1: 1,106,723 shares; 2025Q2: 1,146,847 shares; 2025Q3: 291,369 shares; 2025Q4: 318,089 shares 318,089 $14.5M 0.05% +26,720 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,965 shares; 2024Q4: 52,034 shares; 2025Q1: 68,525 shares; 2025Q2: 67,428 shares; 2025Q3: 105,078 shares; 2025Q4: 146,891 shares 146,891 $14.4M 0.05% +41,813 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: 242,147 shares; 2024Q4: 235,737 shares; 2025Q1: 237,957 shares; 2025Q2: 232,380 shares; 2025Q3: 179,388 shares; 2025Q4: 239,708 shares 239,708 $14.4M 0.05% +60,320 Timeline RSPN 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: 283,313 shares; 2024Q4: 283,842 shares; 2025Q1: 275,714 shares; 2025Q2: 256,114 shares; 2025Q3: 257,564 shares; 2025Q4: 253,868 shares 253,868 $14.4M 0.05% -3,696 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,590 shares; 2024Q4: 128,940 shares; 2025Q1: 165,679 shares; 2025Q2: 218,162 shares; 2025Q3: 238,762 shares; 2025Q4: 242,488 shares 242,488 $14.4M 0.05% +3,726 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: 278,747 shares; 2024Q4: 525,617 shares; 2025Q1: 614,468 shares; 2025Q2: 692,706 shares; 2025Q3: 754,782 shares; 2025Q4: 726,534 shares 726,534 $14.3M 0.05% -28,248 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: 40,683 shares; 2024Q4: 83,453 shares; 2025Q1: 159,562 shares; 2025Q2: 187,592 shares; 2025Q3: 163,826 shares; 2025Q4: 172,374 shares 172,374 $14.2M 0.05% +8,548 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384,868 shares; 2025Q4: 480,631 shares 480,631 $14.2M 0.05% +95,763 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,971 shares; 2024Q4: 194,335 shares; 2025Q1: 273,160 shares; 2025Q2: 284,210 shares; 2025Q3: 291,788 shares; 2025Q4: 307,637 shares 307,637 $14.1M 0.05% +15,849 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,274 shares; 2024Q4: 59,468 shares; 2025Q1: 83,538 shares; 2025Q2: 75,285 shares; 2025Q3: 71,200 shares; 2025Q4: 87,482 shares 87,482 $14.1M 0.05% +16,282 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: 556,662 shares; 2024Q4: 585,089 shares; 2025Q1: 559,157 shares; 2025Q2: 784,442 shares; 2025Q3: 802,583 shares; 2025Q4: 846,622 shares 846,622 $14M 0.05% +44,039 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201,467 shares; 2025Q1: 221,563 shares; 2025Q2: 250,520 shares; 2025Q3: 228,836 shares; 2025Q4: 256,744 shares 256,744 $14M 0.05% +27,908 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: not reported; 2024Q4: 10,617 shares; 2025Q1: 49,833 shares; 2025Q2: 73,096 shares; 2025Q3: 131,963 shares; 2025Q4: 209,673 shares 209,673 $13.9M 0.05% +77,710 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 973 shares; 2025Q1: 397 shares; 2025Q2: 5,033 shares; 2025Q3: 5,561 shares; 2025Q4: 99,385 shares 99,385 $13.8M 0.05% +93,824 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: 51,512 shares; 2024Q4: 58,058 shares; 2025Q1: 56,791 shares; 2025Q2: 75,472 shares; 2025Q3: 74,834 shares; 2025Q4: 67,208 shares 67,208 $13.8M 0.05% -7,626 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: 64,160 shares; 2024Q4: 94,253 shares; 2025Q1: 69,698 shares; 2025Q2: 70,850 shares; 2025Q3: 77,915 shares; 2025Q4: 88,716 shares 88,716 $13.8M 0.05% +10,801 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,646 shares; 2024Q4: 30,489 shares; 2025Q1: 21,980 shares; 2025Q2: 29,269 shares; 2025Q3: 20,952 shares; 2025Q4: 23,719 shares 23,719 $13.7M 0.05% +2,767 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: 114,868 shares; 2024Q4: 64,078 shares; 2025Q1: 34,616 shares; 2025Q2: 52,109 shares; 2025Q3: 125,375 shares; 2025Q4: 124,376 shares 124,376 $13.7M 0.05% -999 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: 5,684 shares; 2024Q4: 139,569 shares; 2025Q1: 489,617 shares; 2025Q2: 631,184 shares; 2025Q3: 748,755 shares; 2025Q4: 723,538 shares 723,538 $13.6M 0.05% -25,217 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: 143,078 shares; 2025Q1: 127,146 shares; 2025Q2: 100,391 shares; 2025Q3: 118,109 shares; 2025Q4: 103,627 shares 103,627 $13.6M 0.05% -14,482 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,205 shares; 2024Q4: 159,890 shares; 2025Q1: 168,973 shares; 2025Q2: 174,874 shares; 2025Q3: 178,003 shares; 2025Q4: 193,386 shares 193,386 $13.4M 0.05% +15,383 Timeline FSCS 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: 10,165 shares; 2024Q4: 17,588 shares; 2025Q1: 84,203 shares; 2025Q2: 347,221 shares; 2025Q3: 362,818 shares; 2025Q4: 373,057 shares 373,057 $13.3M 0.05% +10,239 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,358 shares; 2024Q4: 672,846 shares; 2025Q1: 655,130 shares; 2025Q2: 650,815 shares; 2025Q3: 672,154 shares; 2025Q4: 660,857 shares 660,857 $13.3M 0.05% -11,297 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,027 shares; 2024Q4: 55,829 shares; 2025Q1: 82,618 shares; 2025Q2: 106,872 shares; 2025Q3: 98,060 shares; 2025Q4: 103,775 shares 103,775 $13.2M 0.05% +5,715 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: 12,043 shares; 2024Q4: 31,922 shares; 2025Q1: 32,141 shares; 2025Q2: 31,352 shares; 2025Q3: 34,011 shares; 2025Q4: 42,405 shares 42,405 $13.2M 0.05% +8,394 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: 59,818 shares; 2024Q4: 66,660 shares; 2025Q1: 63,441 shares; 2025Q2: 90,850 shares; 2025Q3: 92,782 shares; 2025Q4: 96,046 shares 96,046 $13.2M 0.05% +3,264 Timeline CWI 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: 331,321 shares; 2024Q4: 348,762 shares; 2025Q1: 336,594 shares; 2025Q2: 343,391 shares; 2025Q3: 349,340 shares; 2025Q4: 363,325 shares 363,325 $13.1M 0.05% +13,985 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: 36,972 shares; 2024Q4: 32,980 shares; 2025Q1: 34,074 shares; 2025Q2: 35,839 shares; 2025Q3: 37,652 shares; 2025Q4: 38,658 shares 38,658 $13M 0.05% +1,006 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787,330 shares; 2024Q4: 848,319 shares; 2025Q1: 448,906 shares; 2025Q2: 405,527 shares; 2025Q3: 348,533 shares; 2025Q4: 491,675 shares 491,675 $13M 0.05% +143,142 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: 258,659 shares; 2024Q4: 451,740 shares; 2025Q1: 529,192 shares; 2025Q2: 601,372 shares; 2025Q3: 655,520 shares; 2025Q4: 629,235 shares 629,235 $13M 0.05% -26,285 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,194 shares; 2025Q1: 68,572 shares; 2025Q2: 88,062 shares; 2025Q3: 95,343 shares; 2025Q4: 104,267 shares 104,267 $13M 0.05% +8,924 Timeline IFV 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: 475,399 shares; 2024Q4: 491,096 shares; 2025Q1: 101,988 shares; 2025Q2: 121,812 shares; 2025Q3: 529,361 shares; 2025Q4: 520,812 shares 520,812 $12.9M 0.05% -8,549 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: 15,715 shares; 2024Q4: 18,311 shares; 2025Q1: 21,790 shares; 2025Q2: 22,826 shares; 2025Q3: 23,828 shares; 2025Q4: 44,675 shares 44,675 $12.9M 0.05% +20,847 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: 124,710 shares; 2024Q4: 427,312 shares; 2025Q1: 448,360 shares; 2025Q2: 446,488 shares; 2025Q3: 482,736 shares; 2025Q4: 491,689 shares 491,689 $12.9M 0.05% +8,953 Timeline JMST 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: 199,306 shares; 2024Q4: 235,160 shares; 2025Q1: 262,352 shares; 2025Q2: 427,220 shares; 2025Q3: 229,336 shares; 2025Q4: 252,574 shares 252,574 $12.9M 0.05% +23,238 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: 121,870 shares; 2024Q4: 137,946 shares; 2025Q1: 138,642 shares; 2025Q2: 140,302 shares; 2025Q3: 152,308 shares; 2025Q4: 238,399 shares 238,399 $12.8M 0.05% +86,091 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: 104,215 shares; 2024Q4: 179,356 shares; 2025Q1: 203,036 shares; 2025Q2: 230,540 shares; 2025Q3: 267,530 shares; 2025Q4: 315,864 shares 315,864 $12.7M 0.05% +48,334 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: 266,439 shares; 2024Q4: 348,733 shares; 2025Q1: 280,494 shares; 2025Q2: 359,311 shares; 2025Q3: 384,072 shares; 2025Q4: 410,553 shares 410,553 $12.7M 0.05% +26,481 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,582 shares; 2024Q4: 42,755 shares; 2025Q1: 40,307 shares; 2025Q2: 119,799 shares; 2025Q3: 122,430 shares; 2025Q4: 123,295 shares 123,295 $12.6M 0.05% +865 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: 181,114 shares; 2024Q4: 186,254 shares; 2025Q1: 196,476 shares; 2025Q2: 203,763 shares; 2025Q3: 211,411 shares; 2025Q4: 51,170 shares 51,170 $12.6M 0.05% -160,241 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,760 shares; 2024Q4: 99,922 shares; 2025Q1: 83,819 shares; 2025Q2: 84,533 shares; 2025Q3: 91,657 shares; 2025Q4: 346,653 shares 346,653 $12.6M 0.05% +254,996 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,293 shares; 2025Q1: 74,880 shares; 2025Q2: 72,915 shares; 2025Q3: 205,365 shares; 2025Q4: 231,374 shares 231,374 $12.5M 0.05% +26,009 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: 138,563 shares; 2024Q4: 134,915 shares; 2025Q1: 125,445 shares; 2025Q2: 130,347 shares; 2025Q3: 135,577 shares; 2025Q4: 170,095 shares 170,095 $12.5M 0.05% +34,518 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,772 shares; 2024Q4: 137,393 shares; 2025Q1: 29,837 shares; 2025Q2: 5,933 shares; 2025Q3: 542,072 shares; 2025Q4: 608,344 shares 608,344 $12.5M 0.05% +66,272 Timeline IBMQ ISHARES TR More: 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: 370,144 shares; 2025Q1: 425,352 shares; 2025Q2: 434,996 shares; 2025Q3: 452,997 shares; 2025Q4: 488,211 shares 488,211 $12.5M 0.05% +35,214 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: 102,821 shares; 2024Q4: 104,282 shares; 2025Q1: 130,823 shares; 2025Q2: 131,739 shares; 2025Q3: 133,746 shares; 2025Q4: 149,380 shares 149,380 $12.4M 0.04% +15,634 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: 28,105 shares; 2024Q4: 29,738 shares; 2025Q1: 29,957 shares; 2025Q2: 30,079 shares; 2025Q3: 31,285 shares; 2025Q4: 32,265 shares 32,265 $12.4M 0.04% +980 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: 92,697 shares; 2024Q4: 97,764 shares; 2025Q1: 100,337 shares; 2025Q2: 99,561 shares; 2025Q3: 155,095 shares; 2025Q4: 123,379 shares 123,379 $12.3M 0.04% -31,716 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,345 shares; 2024Q4: 368,545 shares; 2025Q1: 379,415 shares; 2025Q2: 414,771 shares; 2025Q3: 454,126 shares; 2025Q4: 485,182 shares 485,182 $12.3M 0.04% +31,056 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: 60,855 shares; 2024Q4: 64,241 shares; 2025Q1: 83,854 shares; 2025Q2: 90,808 shares; 2025Q3: 130,525 shares; 2025Q4: 122,307 shares 122,307 $12.3M 0.04% -8,218 Timeline EMLC 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: 72,878 shares; 2024Q4: 67,890 shares; 2025Q1: 303,452 shares; 2025Q2: 465,542 shares; 2025Q3: 469,299 shares; 2025Q4: 475,295 shares 475,295 $12.3M 0.04% +5,996 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: 48,290 shares; 2024Q4: 49,587 shares; 2025Q1: 40,512 shares; 2025Q2: 62,946 shares; 2025Q3: 77,037 shares; 2025Q4: 90,731 shares 90,731 $12.3M 0.04% +13,694 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: 13,327 shares; 2024Q4: 13,957 shares; 2025Q1: 14,989 shares; 2025Q2: 15,130 shares; 2025Q3: 14,295 shares; 2025Q4: 14,880 shares 14,880 $12.2M 0.04% +585 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,869 shares; 2024Q4: 63,193 shares; 2025Q1: 80,481 shares; 2025Q2: 148,965 shares; 2025Q3: 173,644 shares; 2025Q4: 439,459 shares 439,459 $12.1M 0.04% +265,815 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: 283,687 shares; 2024Q4: 291,819 shares; 2025Q1: 273,226 shares; 2025Q2: 399,341 shares; 2025Q3: 402,940 shares; 2025Q4: 378,125 shares 378,125 $12.1M 0.04% -24,815 Timeline FMHI 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: 182,958 shares; 2024Q4: 210,955 shares; 2025Q1: 238,344 shares; 2025Q2: 271,231 shares; 2025Q3: 218,162 shares; 2025Q4: 252,733 shares 252,733 $12.1M 0.04% +34,571 Timeline PTNQ 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: 85,849 shares; 2024Q4: 83,851 shares; 2025Q1: 84,772 shares; 2025Q2: 149,890 shares; 2025Q3: 152,476 shares; 2025Q4: 153,524 shares 153,524 $12.1M 0.04% +1,048 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: 155,407 shares; 2024Q4: 486,827 shares; 2025Q1: 469,346 shares; 2025Q2: 460,623 shares; 2025Q3: 457,652 shares; 2025Q4: 446,335 shares 446,335 $12M 0.04% -11,317 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: 137,839 shares; 2024Q4: 112,341 shares; 2025Q1: 95,369 shares; 2025Q2: 115,897 shares; 2025Q3: 118,606 shares; 2025Q4: 124,990 shares 124,990 $12M 0.04% +6,384 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: 41,955 shares; 2024Q4: 48,417 shares; 2025Q1: 88,344 shares; 2025Q2: 94,261 shares; 2025Q3: 139,536 shares; 2025Q4: 203,939 shares 203,939 $12M 0.04% +64,403 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,588 shares; 2024Q4: 35,036 shares; 2025Q1: 34,212 shares; 2025Q2: 31,697 shares; 2025Q3: 39,013 shares; 2025Q4: 64,499 shares 64,499 $12M 0.04% +25,486 Timeline RSPF 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: 116,425 shares; 2024Q4: 119,353 shares; 2025Q1: 135,740 shares; 2025Q2: 142,532 shares; 2025Q3: 153,319 shares; 2025Q4: 150,684 shares 150,684 $11.8M 0.04% -2,635 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,732 shares; 2024Q4: 19,956 shares; 2025Q1: 33,942 shares; 2025Q2: 133,638 shares; 2025Q3: 131,114 shares; 2025Q4: 329,138 shares 329,138 $11.6M 0.04% +198,024 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: 18,702 shares; 2024Q4: 34,998 shares; 2025Q1: 19,121 shares; 2025Q2: 21,091 shares; 2025Q3: 21,696 shares; 2025Q4: 29,774 shares 29,774 $11.6M 0.04% +8,078 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: 293,926 shares; 2024Q4: 303,401 shares; 2025Q1: 265,290 shares; 2025Q2: 270,876 shares; 2025Q3: 291,946 shares; 2025Q4: 420,698 shares 420,698 $11.6M 0.04% +128,752 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: 715,442 shares; 2024Q4: 930,289 shares; 2025Q1: 763,340 shares; 2025Q2: 234,383 shares; 2025Q3: 154,110 shares; 2025Q4: 158,197 shares 158,197 $11.5M 0.04% +4,087 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,645 shares; 2024Q4: 160,088 shares; 2025Q1: 190,719 shares; 2025Q2: 162,256 shares; 2025Q3: 219,520 shares; 2025Q4: 231,690 shares 231,690 $11.4M 0.04% +12,170 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: 224,509 shares; 2024Q4: 74,076 shares; 2025Q1: 65,252 shares; 2025Q2: 77,260 shares; 2025Q3: 62,976 shares; 2025Q4: 64,801 shares 64,801 $11.4M 0.04% +1,825 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: 44,265 shares; 2024Q4: 111,056 shares; 2025Q1: 118,995 shares; 2025Q2: 123,019 shares; 2025Q3: 147,715 shares; 2025Q4: 149,580 shares 149,580 $11.2M 0.04% +1,865 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,880 shares; 2024Q4: 52,494 shares; 2025Q1: 95,983 shares; 2025Q2: 86,738 shares; 2025Q3: 89,212 shares; 2025Q4: 120,898 shares 120,898 $11.2M 0.04% +31,686 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,751 shares; 2024Q4: 188,469 shares; 2025Q1: 206,676 shares; 2025Q2: 209,308 shares; 2025Q3: 208,890 shares; 2025Q4: 43,090 shares 43,090 $11.2M 0.04% -165,800 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: 38,536 shares; 2024Q4: 40,519 shares; 2025Q1: 37,218 shares; 2025Q2: 35,248 shares; 2025Q3: 26,605 shares; 2025Q4: 31,831 shares 31,831 $11.1M 0.04% +5,226 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: 75,717 shares; 2024Q4: 77,463 shares; 2025Q1: 77,552 shares; 2025Q2: 77,878 shares; 2025Q3: 81,831 shares; 2025Q4: 78,901 shares 78,901 $11.1M 0.04% -2,930 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: 52,727 shares; 2024Q4: 48,625 shares; 2025Q1: 50,142 shares; 2025Q2: 49,443 shares; 2025Q3: 50,381 shares; 2025Q4: 45,032 shares 45,032 $11.1M 0.04% -5,349 Timeline DFEM 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: 515,737 shares; 2024Q4: 544,099 shares; 2025Q1: 509,358 shares; 2025Q2: 498,496 shares; 2025Q3: 416,464 shares; 2025Q4: 335,660 shares 335,660 $11.1M 0.04% -80,804 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: 195,909 shares; 2024Q4: 135,527 shares; 2025Q1: 122,161 shares; 2025Q2: 158,277 shares; 2025Q3: 196,366 shares; 2025Q4: 300,350 shares 300,350 $11.1M 0.04% +103,984 Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,932 shares; 2025Q3: 109,190 shares; 2025Q4: 136,831 shares 136,831 $11M 0.04% +27,641 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: 62,169 shares; 2024Q4: 117,328 shares; 2025Q1: 113,752 shares; 2025Q2: 121,329 shares; 2025Q3: 121,797 shares; 2025Q4: 122,516 shares 122,516 $11M 0.04% +719 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: 110,130 shares; 2024Q4: 120,525 shares; 2025Q1: 99,316 shares; 2025Q2: 124,585 shares; 2025Q3: 115,412 shares; 2025Q4: 124,885 shares 124,885 $10.9M 0.04% +9,473 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,059 shares; 2024Q4: 62,138 shares; 2025Q1: 62,497 shares; 2025Q2: 180,685 shares; 2025Q3: 264,584 shares; 2025Q4: 263,881 shares 263,881 $10.9M 0.04% -703 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: 52,605 shares; 2024Q4: 54,074 shares; 2025Q1: 53,879 shares; 2025Q2: 59,905 shares; 2025Q3: 60,908 shares; 2025Q4: 77,028 shares 77,028 $10.9M 0.04% +16,120 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: 51,387 shares; 2024Q4: 53,591 shares; 2025Q1: 61,872 shares; 2025Q2: 64,159 shares; 2025Q3: 63,271 shares; 2025Q4: 47,705 shares 47,705 $10.9M 0.04% -15,566 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: 95,956 shares; 2024Q4: 179,357 shares; 2025Q1: 262,844 shares; 2025Q2: 251,548 shares; 2025Q3: 256,719 shares; 2025Q4: 214,441 shares 214,441 $10.8M 0.04% -42,278 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,575 shares; 2024Q4: 55,752 shares; 2025Q1: 57,674 shares; 2025Q2: 55,768 shares; 2025Q3: 52,806 shares; 2025Q4: 58,873 shares 58,873 $10.8M 0.04% +6,067 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,423 shares; 2024Q4: 56,062 shares; 2025Q1: 63,721 shares; 2025Q2: 108,572 shares; 2025Q3: 124,905 shares; 2025Q4: 124,348 shares 124,348 $10.8M 0.04% -557 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: 73,503 shares; 2024Q4: 72,882 shares; 2025Q1: 63,031 shares; 2025Q2: 65,223 shares; 2025Q3: 83,249 shares; 2025Q4: 77,691 shares 77,691 $10.8M 0.04% -5,558 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: 160,041 shares; 2024Q4: 168,112 shares; 2025Q1: 190,036 shares; 2025Q2: 182,071 shares; 2025Q3: 146,551 shares; 2025Q4: 200,285 shares 200,285 $10.8M 0.04% +53,734 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 14,439 shares; 2025Q1: 14,684 shares; 2025Q2: 72,593 shares; 2025Q3: 75,417 shares; 2025Q4: 150,283 shares 150,283 $10.8M 0.04% +74,866 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,700 shares; 2024Q4: 214,199 shares; 2025Q1: 137,604 shares; 2025Q2: 172,246 shares; 2025Q3: 257,142 shares; 2025Q4: 229,665 shares 229,665 $10.8M 0.04% -27,477 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,685 shares; 2024Q4: 660,600 shares; 2025Q1: 477,699 shares; 2025Q2: 439,981 shares; 2025Q3: 365,927 shares; 2025Q4: 380,143 shares 380,143 $10.7M 0.04% +14,216 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: 42,312 shares; 2024Q4: 43,674 shares; 2025Q1: 41,850 shares; 2025Q2: 46,150 shares; 2025Q3: 65,117 shares; 2025Q4: 47,412 shares 47,412 $10.7M 0.04% -17,705 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,395 shares; 2024Q4: 203,693 shares; 2025Q1: 185,992 shares; 2025Q2: 178,537 shares; 2025Q3: 186,216 shares; 2025Q4: 183,062 shares 183,062 $10.6M 0.04% -3,154 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,154 shares; 2025Q1: 4,415 shares; 2025Q2: 69,482 shares; 2025Q3: 74,572 shares; 2025Q4: 115,839 shares 115,839 $10.6M 0.04% +41,267 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159,378 shares 159,378 $10.4M 0.04% new 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: 85,386 shares; 2024Q4: 86,307 shares; 2025Q1: 77,088 shares; 2025Q2: 68,283 shares; 2025Q3: 72,639 shares; 2025Q4: 75,540 shares 75,540 $10.4M 0.04% +2,901 Timeline ENDW 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: 335,462 shares; 2025Q3: 335,580 shares; 2025Q4: 335,912 shares 335,912 $10.4M 0.04% +332 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: 445,636 shares; 2024Q4: 487,401 shares; 2025Q1: 449,882 shares; 2025Q2: 440,250 shares; 2025Q3: 412,175 shares; 2025Q4: 345,938 shares 345,938 $10.3M 0.04% -66,237 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,171 shares; 2024Q4: 10,202 shares; 2025Q1: 13,077 shares; 2025Q2: 27,111 shares; 2025Q3: 33,262 shares; 2025Q4: 42,388 shares 42,388 $10.3M 0.04% +9,126 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,245 shares; 2024Q4: 102,101 shares; 2025Q1: 114,083 shares; 2025Q2: 124,311 shares; 2025Q3: 129,568 shares; 2025Q4: 150,288 shares 150,288 $10.2M 0.04% +20,720 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,121 shares; 2024Q4: 112,631 shares; 2025Q1: 116,522 shares; 2025Q2: 116,242 shares; 2025Q3: 186,806 shares; 2025Q4: 214,035 shares 214,035 $10.1M 0.04% +27,229 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: 70,297 shares; 2024Q4: 72,613 shares; 2025Q1: 85,020 shares; 2025Q2: 89,066 shares; 2025Q3: 128,936 shares; 2025Q4: 264,933 shares 264,933 $10.1M 0.04% +135,997 Timeline DGCB 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: 773,556 shares; 2024Q4: 725,258 shares; 2025Q1: 337,182 shares; 2025Q2: 269,542 shares; 2025Q3: 238,145 shares; 2025Q4: 186,497 shares 186,497 $10.1M 0.04% -51,648 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: 9,149 shares; 2024Q4: 10,291 shares; 2025Q1: 8,312 shares; 2025Q2: 8,865 shares; 2025Q3: 10,058 shares; 2025Q4: 17,648 shares 17,648 $10.1M 0.04% +7,590 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: 70,831 shares; 2024Q4: 75,125 shares; 2025Q1: 171,725 shares; 2025Q2: 205,741 shares; 2025Q3: 169,415 shares; 2025Q4: 199,154 shares 199,154 $10M 0.04% +29,739 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,634 shares; 2024Q4: 90,680 shares; 2025Q1: 94,471 shares; 2025Q2: 176,527 shares; 2025Q3: 191,670 shares; 2025Q4: 202,482 shares 202,482 $10M 0.04% +10,812 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,252 shares; 2025Q1: 172,356 shares; 2025Q2: 263,378 shares; 2025Q3: 334,554 shares; 2025Q4: 383,406 shares 383,406 $9.97M 0.04% +48,852 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: 217,886 shares; 2024Q4: 217,763 shares; 2025Q1: 215,689 shares; 2025Q2: 124,743 shares; 2025Q3: 126,228 shares; 2025Q4: 138,854 shares 138,854 $9.92M 0.04% +12,626 Timeline QEFA 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: 131,175 shares; 2024Q4: 153,699 shares; 2025Q1: 131,179 shares; 2025Q2: 131,249 shares; 2025Q3: 130,481 shares; 2025Q4: 109,192 shares 109,192 $9.9M 0.04% -21,289 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 110,027 shares; 2025Q2: 206,371 shares; 2025Q3: 231,802 shares; 2025Q4: 304,273 shares 304,273 $9.84M 0.04% +72,471 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,385 shares; 2024Q4: 118,922 shares; 2025Q1: 131,691 shares; 2025Q2: 149,989 shares; 2025Q3: 224,439 shares; 2025Q4: 212,450 shares 212,450 $9.83M 0.04% -11,989 Timeline FDNI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,183 shares; 2024Q4: 247,758 shares; 2025Q1: 252,415 shares; 2025Q2: 261,410 shares; 2025Q3: 262,958 shares; 2025Q4: 289,960 shares 289,960 $9.83M 0.04% +27,002 Timeline FSMB 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: 184,061 shares; 2024Q4: 193,320 shares; 2025Q1: 370,242 shares; 2025Q2: 417,780 shares; 2025Q3: 441,644 shares; 2025Q4: 487,616 shares 487,616 $9.77M 0.04% +45,972 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: 55,006 shares; 2024Q4: 110,934 shares; 2025Q1: 112,805 shares; 2025Q2: 127,660 shares; 2025Q3: 161,498 shares; 2025Q4: 184,317 shares 184,317 $9.75M 0.04% +22,819 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,013 shares; 2024Q4: 101,904 shares; 2025Q1: 98,118 shares; 2025Q2: 84,604 shares; 2025Q3: 84,038 shares; 2025Q4: 83,200 shares 83,200 $9.68M 0.04% -838 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 25,060 shares; 2025Q1: 28,413 shares; 2025Q2: 30,254 shares; 2025Q3: 52,169 shares; 2025Q4: 78,756 shares 78,756 $9.68M 0.04% +26,587 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: 31,520 shares; 2024Q4: 32,604 shares; 2025Q1: 30,574 shares; 2025Q2: 29,911 shares; 2025Q3: 30,978 shares; 2025Q4: 29,819 shares 29,819 $9.63M 0.03% -1,159 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 4,772 shares; 2025Q1: 5,651 shares; 2025Q2: 4,940 shares; 2025Q3: 4,952 shares; 2025Q4: 4,781 shares 4,781 $9.63M 0.03% -171 Timeline IBUF 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: 93,019 shares; 2025Q2: 162,879 shares; 2025Q3: 246,981 shares; 2025Q4: 328,186 shares 328,186 $9.59M 0.03% +81,205 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: 23,614 shares; 2024Q4: 27,487 shares; 2025Q1: 26,440 shares; 2025Q2: 28,477 shares; 2025Q3: 24,109 shares; 2025Q4: 27,201 shares 27,201 $9.56M 0.03% +3,092 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,497 shares; 2024Q4: 52,259 shares; 2025Q1: 53,634 shares; 2025Q2: 58,364 shares; 2025Q3: 90,594 shares; 2025Q4: 90,468 shares 90,468 $9.54M 0.03% -126 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279,923 shares; 2025Q4: 313,086 shares 313,086 $9.53M 0.03% +33,163 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 24,940 shares; 2025Q1: 28,102 shares; 2025Q2: 30,300 shares; 2025Q3: 98,092 shares; 2025Q4: 122,211 shares 122,211 $9.52M 0.03% +24,119 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: 89,477 shares; 2024Q4: 91,813 shares; 2025Q1: 94,324 shares; 2025Q2: 94,296 shares; 2025Q3: 102,944 shares; 2025Q4: 122,549 shares 122,549 $9.5M 0.03% +19,605 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: 279,858 shares; 2024Q4: 294,947 shares; 2025Q1: 299,418 shares; 2025Q2: 303,309 shares; 2025Q3: 302,566 shares; 2025Q4: 231,133 shares 231,133 $9.49M 0.03% -71,433 Timeline VCEB 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: 71,718 shares; 2024Q4: 80,888 shares; 2025Q1: 114,166 shares; 2025Q2: 128,360 shares; 2025Q3: 143,361 shares; 2025Q4: 147,734 shares 147,734 $9.4M 0.03% +4,373 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: 59,855 shares; 2024Q4: 91,334 shares; 2025Q1: 126,183 shares; 2025Q2: 133,636 shares; 2025Q3: 162,134 shares; 2025Q4: 166,341 shares 166,341 $9.38M 0.03% +4,207 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: 101,375 shares; 2024Q4: 104,594 shares; 2025Q1: 104,732 shares; 2025Q2: 112,710 shares; 2025Q3: 101,303 shares; 2025Q4: 111,171 shares 111,171 $9.36M 0.03% +9,868 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 131,480 shares; 2025Q1: 165,183 shares; 2025Q2: 47,486 shares; 2025Q3: 386,300 shares; 2025Q4: 426,212 shares 426,212 $9.35M 0.03% +39,912 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,838 shares; 2024Q4: 41,299 shares; 2025Q1: 43,479 shares; 2025Q2: 7,352 shares; 2025Q3: 420,862 shares; 2025Q4: 469,189 shares 469,189 $9.31M 0.03% +48,327 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,276 shares; 2024Q4: 107,184 shares; 2025Q1: 105,184 shares; 2025Q2: 100,447 shares; 2025Q3: 91,447 shares; 2025Q4: 100,674 shares 100,674 $9.31M 0.03% +9,227 Timeline MINO 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: 119,632 shares; 2024Q4: 122,285 shares; 2025Q1: 135,517 shares; 2025Q2: 173,656 shares; 2025Q3: 173,825 shares; 2025Q4: 203,572 shares 203,572 $9.23M 0.03% +29,747 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: 28,867 shares; 2024Q4: 31,577 shares; 2025Q1: 25,613 shares; 2025Q2: 25,472 shares; 2025Q3: 25,354 shares; 2025Q4: 31,799 shares 31,799 $9.22M 0.03% +6,445 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: 24,882 shares; 2024Q4: 27,580 shares; 2025Q1: 27,148 shares; 2025Q2: 66,641 shares; 2025Q3: 80,438 shares; 2025Q4: 69,664 shares 69,664 $9.22M 0.03% -10,774 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: 85,370 shares; 2024Q4: 84,087 shares; 2025Q1: 104,983 shares; 2025Q2: 109,483 shares; 2025Q3: 102,026 shares; 2025Q4: 125,212 shares 125,212 $9.2M 0.03% +23,186 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 9,851 shares; 2025Q1: 9,069 shares; 2025Q2: 9,383 shares; 2025Q3: 11,727 shares; 2025Q4: 10,144 shares 10,144 $9.19M 0.03% -1,583 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,019 shares; 2024Q4: 32,341 shares; 2025Q1: 32,382 shares; 2025Q2: 37,277 shares; 2025Q3: 70,355 shares; 2025Q4: 81,385 shares 81,385 $9.19M 0.03% +11,030 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 12,596 shares; 2025Q1: 14,340 shares; 2025Q2: 15,017 shares; 2025Q3: 16,119 shares; 2025Q4: 15,006 shares 15,006 $9.18M 0.03% -1,113 Timeline BILS 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: 94,504 shares; 2024Q4: 111,934 shares; 2025Q1: 135,975 shares; 2025Q2: 104,490 shares; 2025Q3: 89,936 shares; 2025Q4: 92,425 shares 92,425 $9.17M 0.03% +2,489 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,111 shares 102,111 $9.17M 0.03% new Timeline VCLT 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: 85,152 shares; 2024Q4: 108,070 shares; 2025Q1: 121,003 shares; 2025Q2: 186,473 shares; 2025Q3: 164,500 shares; 2025Q4: 119,597 shares 119,597 $9.07M 0.03% -44,903 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: 15,140 shares; 2024Q4: 15,265 shares; 2025Q1: 14,952 shares; 2025Q2: 17,082 shares; 2025Q3: 27,535 shares; 2025Q4: 30,766 shares 30,766 $9.03M 0.03% +3,231 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: 70,991 shares; 2024Q4: 71,221 shares; 2025Q1: 63,964 shares; 2025Q2: 64,161 shares; 2025Q3: 70,079 shares; 2025Q4: 141,759 shares 141,759 $9.03M 0.03% +71,680 Timeline PTMC 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: 131,015 shares; 2024Q4: 135,281 shares; 2025Q1: 132,268 shares; 2025Q2: 256,104 shares; 2025Q3: 250,044 shares; 2025Q4: 252,625 shares 252,625 $9.01M 0.03% +2,581 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,530 shares; 2024Q4: 191,616 shares; 2025Q1: 194,039 shares; 2025Q2: 205,405 shares; 2025Q3: 204,540 shares; 2025Q4: 223,093 shares 223,093 $9M 0.03% +18,553 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,479 shares; 2024Q4: 88,895 shares; 2025Q1: 95,786 shares; 2025Q2: 109,313 shares; 2025Q3: 119,129 shares; 2025Q4: 93,044 shares 93,044 $8.87M 0.03% -26,085 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: 18,730 shares; 2024Q4: 17,946 shares; 2025Q1: 19,616 shares; 2025Q2: 18,267 shares; 2025Q3: 14,306 shares; 2025Q4: 16,967 shares 16,967 $8.87M 0.03% +2,661 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,952 shares; 2024Q4: 14,870 shares; 2025Q1: 16,606 shares; 2025Q2: 15,908 shares; 2025Q3: 13,582 shares; 2025Q4: 20,891 shares 20,891 $8.82M 0.03% +7,309 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,377 shares; 2024Q4: 68,419 shares; 2025Q1: 69,505 shares; 2025Q2: 67,662 shares; 2025Q3: 70,658 shares; 2025Q4: 67,604 shares 67,604 $8.81M 0.03% -3,054 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,559 shares; 2024Q4: 176,666 shares; 2025Q1: 196,501 shares; 2025Q2: 187,950 shares; 2025Q3: 183,324 shares; 2025Q4: 186,596 shares 186,596 $8.8M 0.03% +3,272 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873,760 shares; 2024Q4: 784,363 shares; 2025Q1: 564,262 shares; 2025Q2: 310,134 shares; 2025Q3: 167,825 shares; 2025Q4: 197,748 shares 197,748 $8.77M 0.03% +29,923 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: 41,967 shares; 2024Q4: 47,968 shares; 2025Q1: 56,161 shares; 2025Q2: 64,591 shares; 2025Q3: 74,239 shares; 2025Q4: 82,048 shares 82,048 $8.75M 0.03% +7,809 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,843 shares; 2024Q4: 25,656 shares; 2025Q1: 29,206 shares; 2025Q2: 42,545 shares; 2025Q3: 52,263 shares; 2025Q4: 245,048 shares 245,048 $8.73M 0.03% +192,785 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,707 shares; 2024Q4: 83,350 shares; 2025Q1: 91,236 shares; 2025Q2: 62,693 shares; 2025Q3: 71,593 shares; 2025Q4: 88,626 shares 88,626 $8.73M 0.03% +17,033 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 895,364 shares 895,364 $8.71M 0.03% new Timeline EDOW 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: 153,334 shares; 2024Q4: 116,067 shares; 2025Q1: 166,470 shares; 2025Q2: 189,856 shares; 2025Q3: 200,299 shares; 2025Q4: 210,935 shares 210,935 $8.71M 0.03% +10,636 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,615 shares 132,615 $8.69M 0.03% new 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: 70,323 shares; 2024Q4: 415,168 shares; 2025Q1: 473,663 shares; 2025Q2: 501,412 shares; 2025Q3: 553,667 shares; 2025Q4: 109,476 shares 109,476 $8.65M 0.03% -444,191 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: 13,888 shares; 2024Q4: 13,305 shares; 2025Q1: 12,336 shares; 2025Q2: 12,504 shares; 2025Q3: 19,243 shares; 2025Q4: 20,914 shares 20,914 $8.63M 0.03% +1,671 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: 96,606 shares; 2024Q4: 98,710 shares; 2025Q1: 107,874 shares; 2025Q2: 89,315 shares; 2025Q3: 94,091 shares; 2025Q4: 97,141 shares 97,141 $8.6M 0.03% +3,050 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: 11,941 shares; 2024Q4: 12,170 shares; 2025Q1: 11,065 shares; 2025Q2: 13,860 shares; 2025Q3: 11,178 shares; 2025Q4: 29,038 shares 29,038 $8.6M 0.03% +17,860 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 32,433 shares; 2025Q1: 25,400 shares; 2025Q2: 25,983 shares; 2025Q3: 27,799 shares; 2025Q4: 99,385 shares 99,385 $8.56M 0.03% +71,586 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: 62,054 shares; 2024Q4: 57,305 shares; 2025Q1: 99,176 shares; 2025Q2: 85,269 shares; 2025Q3: 83,081 shares; 2025Q4: 107,689 shares 107,689 $8.55M 0.03% +24,608 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952,166 shares 952,166 $8.53M 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,128 shares; 2024Q4: 34,124 shares; 2025Q1: 140,278 shares; 2025Q2: 198,803 shares; 2025Q3: 211,428 shares; 2025Q4: 215,559 shares 215,559 $8.5M 0.03% +4,131 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,094 shares; 2024Q4: 164,000 shares; 2025Q1: 195,360 shares; 2025Q2: 286,287 shares; 2025Q3: 328,040 shares; 2025Q4: 322,816 shares 322,816 $8.45M 0.03% -5,224 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: 76,867 shares; 2024Q4: 77,365 shares; 2025Q1: 76,640 shares; 2025Q2: 79,981 shares; 2025Q3: 78,361 shares; 2025Q4: 91,211 shares 91,211 $8.42M 0.03% +12,850 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,192 shares; 2024Q4: 102,526 shares; 2025Q1: 117,894 shares; 2025Q2: 176,211 shares; 2025Q3: 175,181 shares; 2025Q4: 125,636 shares 125,636 $8.39M 0.03% -49,545 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,959 shares; 2024Q4: 71,614 shares; 2025Q1: 67,133 shares; 2025Q2: 80,269 shares; 2025Q3: 84,804 shares; 2025Q4: 88,186 shares 88,186 $8.39M 0.03% +3,382 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,545 shares; 2024Q4: 41,910 shares; 2025Q1: 47,894 shares; 2025Q2: 129,303 shares; 2025Q3: 139,348 shares; 2025Q4: 139,735 shares 139,735 $8.37M 0.03% +387 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 10,249 shares; 2025Q1: 18,910 shares; 2025Q2: 30,017 shares; 2025Q3: 42,401 shares; 2025Q4: 164,475 shares 164,475 $8.37M 0.03% +122,074 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,016 shares; 2024Q4: 9,302 shares; 2025Q1: 10,450 shares; 2025Q2: 10,650 shares; 2025Q3: 12,256 shares; 2025Q4: 62,725 shares 62,725 $8.33M 0.03% +50,469 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,311 shares; 2024Q4: 102,764 shares; 2025Q1: 93,505 shares; 2025Q2: 90,732 shares; 2025Q3: 103,987 shares; 2025Q4: 108,188 shares 108,188 $8.32M 0.03% +4,201 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,775 shares; 2024Q4: 51,324 shares; 2025Q1: 54,630 shares; 2025Q2: 53,058 shares; 2025Q3: 59,142 shares; 2025Q4: 59,318 shares 59,318 $8.27M 0.03% +176 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,747 shares; 2024Q4: 72,468 shares; 2025Q1: 73,882 shares; 2025Q2: 73,646 shares; 2025Q3: 63,153 shares; 2025Q4: 89,812 shares 89,812 $8.26M 0.03% +26,659 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: 8,873 shares; 2024Q4: 13,697 shares; 2025Q1: 13,745 shares; 2025Q2: 12,961 shares; 2025Q3: 13,155 shares; 2025Q4: 16,806 shares 16,806 $8.24M 0.03% +3,651 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,714 shares; 2024Q4: 147,195 shares; 2025Q1: 188,376 shares; 2025Q2: 250,253 shares; 2025Q3: 185,348 shares; 2025Q4: 96,705 shares 96,705 $8.22M 0.03% -88,643 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: 1,084 shares; 2024Q4: 1,202 shares; 2025Q1: 1,264 shares; 2025Q2: 1,376 shares; 2025Q3: 1,508 shares; 2025Q4: 2,423 shares 2,423 $8.22M 0.03% +915 Timeline