SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,810,858 shares; 2024Q4: 17,914,318 shares; 2025Q1: 17,670,190 shares; 2025Q2: 17,533,925 shares; 2025Q3: 17,417,332 shares; 2025Q4: 17,505,819 shares 17,505,819 $1.13B 8.28% +88,487 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: 430,921 shares; 2024Q4: 260,183 shares; 2025Q1: 544,079 shares; 2025Q2: 381,056 shares; 2025Q3: 446,709 shares; 2025Q4: 508,713 shares 508,713 $348M 2.56% +62,004 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,845,565 shares; 2024Q4: 14,845,825 shares; 2025Q1: 15,577,139 shares; 2025Q2: 16,867,615 shares; 2025Q3: 19,021,747 shares; 2025Q4: 21,709,890 shares 21,709,890 $311M 2.28% +2,688,143 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,492 shares; 2024Q4: 53,905 shares; 2025Q1: 959,240 shares; 2025Q2: 957,004 shares; 2025Q3: 986,079 shares; 2025Q4: 1,031,942 shares 1,031,942 $281M 2.06% +45,863 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: 994,069 shares; 2024Q4: 1,046,469 shares; 2025Q1: 1,155,912 shares; 2025Q2: 1,218,284 shares; 2025Q3: 1,315,614 shares; 2025Q4: 1,411,341 shares 1,411,341 $263M 1.93% +95,727 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: 407,361 shares; 2024Q4: 66,625 shares; 2025Q1: 435,876 shares; 2025Q2: 474,791 shares; 2025Q3: 479,939 shares; 2025Q4: 496,238 shares 496,238 $240M 1.76% +16,299 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: 532,612 shares; 2024Q4: 511,190 shares; 2025Q1: 525,477 shares; 2025Q2: 493,495 shares; 2025Q3: 682,064 shares; 2025Q4: 691,631 shares 691,631 $232M 1.7% +9,567 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 4,251,361 shares; 2025Q2: 5,340,523 shares; 2025Q3: 5,434,951 shares; 2025Q4: 8,123,629 shares 8,123,629 $200M 1.47% +2,688,678 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: 247,715 shares; 2024Q4: 247,346 shares; 2025Q1: 252,846 shares; 2025Q2: 268,637 shares; 2025Q3: 288,443 shares; 2025Q4: 316,871 shares 316,871 $155M 1.13% +28,428 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: 1,969,910 shares; 2024Q4: 2,024,721 shares; 2025Q1: 2,232,569 shares; 2025Q2: 2,256,038 shares; 2025Q3: 2,344,218 shares; 2025Q4: 2,431,969 shares 2,431,969 $152M 1.11% +87,751 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: 550,447 shares; 2024Q4: 15,370 shares; 2025Q1: 578,758 shares; 2025Q2: 587,224 shares; 2025Q3: 579,046 shares; 2025Q4: 590,571 shares 590,571 $136M 1% +11,525 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: 319,991 shares; 2024Q4: 13,691 shares; 2025Q1: 349,158 shares; 2025Q2: 370,809 shares; 2025Q3: 390,392 shares; 2025Q4: 411,043 shares 411,043 $129M 0.94% +20,651 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: 109,354 shares; 2024Q4: 150,406 shares; 2025Q1: 153,937 shares; 2025Q2: 148,023 shares; 2025Q3: 192,498 shares; 2025Q4: 205,106 shares 205,106 $129M 0.94% +12,608 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,727 shares; 2024Q4: 706,375 shares; 2025Q1: 735,175 shares; 2025Q2: 930,317 shares; 2025Q3: 1,110,392 shares; 2025Q4: 1,181,446 shares 1,181,446 $118M 0.87% +71,054 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: 451,588 shares; 2024Q4: 461,210 shares; 2025Q1: 502,843 shares; 2025Q2: 529,325 shares; 2025Q3: 560,291 shares; 2025Q4: 603,448 shares 603,448 $115M 0.85% +43,157 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042,472 shares; 2024Q4: 981,611 shares; 2025Q1: 986,344 shares; 2025Q2: 987,651 shares; 2025Q3: 1,334,928 shares; 2025Q4: 1,350,948 shares 1,350,948 $114M 0.84% +16,020 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: 196,032 shares; 2024Q4: 210,857 shares; 2025Q1: 233,980 shares; 2025Q2: 268,161 shares; 2025Q3: 281,559 shares; 2025Q4: 308,726 shares 308,726 $107M 0.78% +27,167 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: 291,645 shares; 2024Q4: 291,394 shares; 2025Q1: 275,977 shares; 2025Q2: 255,867 shares; 2025Q3: 252,292 shares; 2025Q4: 225,323 shares 225,323 $107M 0.78% -26,969 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 436,095 shares; 2025Q2: 1,610,459 shares; 2025Q3: 2,685,935 shares; 2025Q4: 3,652,277 shares 3,652,277 $104M 0.76% +966,342 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 1,662,813 shares; 2025Q2: 2,270,308 shares; 2025Q3: 3,380,210 shares; 2025Q4: 2,955,762 shares 2,955,762 $89.9M 0.66% -424,448 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482,805 shares; 2024Q4: 1,627,982 shares; 2025Q1: 1,764,212 shares; 2025Q2: 2,234,537 shares; 2025Q3: 2,266,959 shares; 2025Q4: 2,257,598 shares 2,257,598 $87.1M 0.64% -9,361 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: 94,574 shares; 2024Q4: 103,435 shares; 2025Q1: 114,039 shares; 2025Q2: 125,090 shares; 2025Q3: 131,837 shares; 2025Q4: 129,896 shares 129,896 $85.7M 0.63% -1,941 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: 456,349 shares; 2024Q4: 448,251 shares; 2025Q1: 453,892 shares; 2025Q2: 605,036 shares; 2025Q3: 591,975 shares; 2025Q4: 576,445 shares 576,445 $85.7M 0.63% -15,530 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: 653,865 shares; 2024Q4: 726,230 shares; 2025Q1: 566,331 shares; 2025Q2: 688,042 shares; 2025Q3: 700,580 shares; 2025Q4: 778,177 shares 778,177 $83.4M 0.61% +77,597 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: 301,709 shares; 2024Q4: 334,962 shares; 2025Q1: 278,284 shares; 2025Q2: 291,713 shares; 2025Q3: 261,342 shares; 2025Q4: 255,196 shares 255,196 $80.1M 0.59% -6,146 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: 197,642 shares; 2024Q4: 197,706 shares; 2025Q1: 202,125 shares; 2025Q2: 215,659 shares; 2025Q3: 229,307 shares; 2025Q4: 238,201 shares 238,201 $76.8M 0.56% +8,894 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: 91,619 shares; 2024Q4: 111,377 shares; 2025Q1: 115,250 shares; 2025Q2: 122,848 shares; 2025Q3: 121,182 shares; 2025Q4: 121,260 shares 121,260 $74.5M 0.55% +78 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: not reported; 2024Q4: not reported; 2025Q1: 894,071 shares; 2025Q2: 960,085 shares; 2025Q3: 972,596 shares; 2025Q4: 950,102 shares 950,102 $74M 0.54% -22,494 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196,549 shares; 2024Q4: 1,294,400 shares; 2025Q1: 1,463,258 shares; 2025Q2: 1,777,568 shares; 2025Q3: 1,855,042 shares; 2025Q4: 1,922,851 shares 1,922,851 $70.8M 0.52% +67,809 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: 548,425 shares; 2024Q4: 578,794 shares; 2025Q1: 614,565 shares; 2025Q2: 623,077 shares; 2025Q3: 661,098 shares; 2025Q4: 605,492 shares 605,492 $67.5M 0.49% -55,606 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: 539,410 shares; 2024Q4: 615,827 shares; 2025Q1: 636,353 shares; 2025Q2: 776,312 shares; 2025Q3: 836,746 shares; 2025Q4: 983,436 shares 983,436 $66.1M 0.48% +146,690 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: 128,368 shares; 2024Q4: 132,498 shares; 2025Q1: 129,009 shares; 2025Q2: 116,307 shares; 2025Q3: 118,900 shares; 2025Q4: 94,931 shares 94,931 $64.7M 0.47% -23,969 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: 550,310 shares; 2024Q4: 609,152 shares; 2025Q1: 711,456 shares; 2025Q2: 1,503,141 shares; 2025Q3: 1,561,351 shares; 2025Q4: 1,615,975 shares 1,615,975 $64M 0.47% +54,624 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: 838,792 shares; 2024Q4: 863,712 shares; 2025Q1: 1,029,957 shares; 2025Q2: 1,045,607 shares; 2025Q3: 1,079,396 shares; 2025Q4: 1,137,664 shares 1,137,664 $61.2M 0.45% +58,268 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090,203 shares; 2024Q4: 2,524,351 shares; 2025Q1: 2,482,968 shares; 2025Q2: 2,473,445 shares; 2025Q3: 2,498,503 shares; 2025Q4: 2,433,593 shares 2,433,593 $60.9M 0.45% -64,910 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: 475,110 shares; 2024Q4: 656,791 shares; 2025Q1: 482,105 shares; 2025Q2: 542,767 shares; 2025Q3: 562,232 shares; 2025Q4: 672,026 shares 672,026 $60.1M 0.44% +109,794 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: 82,018 shares; 2024Q4: 87,905 shares; 2025Q1: 109,226 shares; 2025Q2: 125,345 shares; 2025Q3: 122,638 shares; 2025Q4: 131,705 shares 131,705 $59.2M 0.43% +9,067 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: 38,242 shares; 2024Q4: 43,569 shares; 2025Q1: 47,424 shares; 2025Q2: 50,823 shares; 2025Q3: 49,448 shares; 2025Q4: 53,813 shares 53,813 $57.8M 0.42% +4,365 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: 500,071 shares; 2024Q4: 450,095 shares; 2025Q1: 442,542 shares; 2025Q2: 472,118 shares; 2025Q3: 447,064 shares; 2025Q4: 434,751 shares 434,751 $57.5M 0.42% -12,313 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506,277 shares; 2024Q4: 1,501,341 shares; 2025Q1: 1,428,631 shares; 2025Q2: 1,350,189 shares; 2025Q3: 1,304,271 shares; 2025Q4: 1,254,403 shares 1,254,403 $56.7M 0.42% -49,868 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: 94,650 shares; 2024Q4: 99,589 shares; 2025Q1: 104,638 shares; 2025Q2: 104,396 shares; 2025Q3: 104,429 shares; 2025Q4: 107,503 shares 107,503 $54M 0.4% +3,074 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: 174,886 shares; 2024Q4: 167,335 shares; 2025Q1: 164,489 shares; 2025Q2: 166,532 shares; 2025Q3: 157,920 shares; 2025Q4: 146,974 shares 146,974 $51.5M 0.38% -10,946 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: 51,601 shares; 2024Q4: 1,448,705 shares; 2025Q1: 69,139 shares; 2025Q2: 467,240 shares; 2025Q3: 477,030 shares; 2025Q4: 471,522 shares 471,522 $50.3M 0.37% -5,508 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: 992,725 shares; 2024Q4: 924,626 shares; 2025Q1: 661,120 shares; 2025Q2: 651,038 shares; 2025Q3: 622,124 shares; 2025Q4: 802,814 shares 802,814 $48.3M 0.35% +180,690 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: 201,788 shares; 2024Q4: 199,113 shares; 2025Q1: 203,769 shares; 2025Q2: 212,806 shares; 2025Q3: 211,682 shares; 2025Q4: 226,993 shares 226,993 $47M 0.34% +15,311 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,552 shares; 2024Q4: 158,428 shares; 2025Q1: 154,351 shares; 2025Q2: 145,990 shares; 2025Q3: 175,513 shares; 2025Q4: 176,031 shares 176,031 $44.2M 0.32% +518 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: 161,481 shares; 2024Q4: 8,941 shares; 2025Q1: 133,044 shares; 2025Q2: 141,110 shares; 2025Q3: 137,499 shares; 2025Q4: 135,485 shares 135,485 $41.2M 0.3% -2,014 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,007 shares; 2024Q4: 428,823 shares; 2025Q1: 490,109 shares; 2025Q2: 549,397 shares; 2025Q3: 576,378 shares; 2025Q4: 531,367 shares 531,367 $41.1M 0.3% -45,011 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: 825,905 shares; 2024Q4: 577,372 shares; 2025Q1: 592,919 shares; 2025Q2: 824,495 shares; 2025Q3: 802,688 shares; 2025Q4: 876,079 shares 876,079 $40.8M 0.3% +73,391 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: 433,569 shares; 2024Q4: 387,304 shares; 2025Q1: 398,572 shares; 2025Q2: 517,275 shares; 2025Q3: 591,180 shares; 2025Q4: 662,236 shares 662,236 $40.3M 0.3% +71,056 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: 487,564 shares; 2024Q4: 469,884 shares; 2025Q1: 557,208 shares; 2025Q2: 506,234 shares; 2025Q3: 485,263 shares; 2025Q4: 508,408 shares 508,408 $39.2M 0.29% +23,145 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: 65,568 shares; 2024Q4: 63,724 shares; 2025Q1: 107,850 shares; 2025Q2: 133,806 shares; 2025Q3: 130,648 shares; 2025Q4: 184,526 shares 184,526 $39.1M 0.29% +53,878 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: 57,644 shares; 2024Q4: 59,941 shares; 2025Q1: 62,753 shares; 2025Q2: 67,510 shares; 2025Q3: 67,723 shares; 2025Q4: 68,476 shares 68,476 $39.1M 0.29% +753 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: 282,751 shares; 2024Q4: 269,768 shares; 2025Q1: 264,132 shares; 2025Q2: 315,175 shares; 2025Q3: 288,852 shares; 2025Q4: 316,781 shares 316,781 $39M 0.29% +27,929 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 482,250 shares; 2025Q1: 489,216 shares; 2025Q2: 457,205 shares; 2025Q3: 447,910 shares; 2025Q4: 429,407 shares 429,407 $38.3M 0.28% -18,503 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: 235,002 shares; 2024Q4: 272,991 shares; 2025Q1: 286,710 shares; 2025Q2: 305,097 shares; 2025Q3: 309,293 shares; 2025Q4: 313,268 shares 313,268 $37.7M 0.28% +3,975 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: 137,922 shares; 2024Q4: 142,883 shares; 2025Q1: 146,331 shares; 2025Q2: 162,851 shares; 2025Q3: 160,438 shares; 2025Q4: 164,982 shares 164,982 $37.7M 0.28% +4,544 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: 161,436 shares; 2024Q4: 180,117 shares; 2025Q1: 191,216 shares; 2025Q2: 187,782 shares; 2025Q3: 184,990 shares; 2025Q4: 193,343 shares 193,343 $37.7M 0.28% +8,353 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648,640 shares; 2025Q2: 674,571 shares; 2025Q3: 702,233 shares; 2025Q4: 745,676 shares 745,676 $37.7M 0.28% +43,443 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: 129,046 shares; 2024Q4: 132,780 shares; 2025Q1: 135,274 shares; 2025Q2: 125,989 shares; 2025Q3: 121,869 shares; 2025Q4: 311,808 shares 311,808 $37.5M 0.27% +189,939 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: 247,015 shares; 2024Q4: 272,004 shares; 2025Q1: 290,483 shares; 2025Q2: 302,116 shares; 2025Q3: 321,504 shares; 2025Q4: 349,645 shares 349,645 $37.3M 0.27% +28,141 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 491,189 shares; 2025Q1: 104,706 shares; 2025Q2: 133,371 shares; 2025Q3: 146,409 shares; 2025Q4: 266,621 shares 266,621 $36.9M 0.27% +120,212 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: 916,266 shares; 2024Q4: 960,541 shares; 2025Q1: 839,351 shares; 2025Q2: 883,947 shares; 2025Q3: 874,959 shares; 2025Q4: 888,922 shares 888,922 $35.1M 0.26% +13,963 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,477 shares; 2024Q4: 462,088 shares; 2025Q1: 523,778 shares; 2025Q2: 566,650 shares; 2025Q3: 592,003 shares; 2025Q4: 564,414 shares 564,414 $35M 0.26% -27,589 Timeline QARP 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: 707,805 shares; 2024Q4: 650,713 shares; 2025Q1: 623,808 shares; 2025Q2: 628,391 shares; 2025Q3: 596,158 shares; 2025Q4: 578,233 shares 578,233 $34.2M 0.25% -17,925 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: 14,114 shares; 2024Q4: 59,601 shares; 2025Q1: 592,982 shares; 2025Q2: 841,791 shares; 2025Q3: 965,795 shares; 2025Q4: 1,011,450 shares 1,011,450 $33.9M 0.25% +45,655 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: 785,458 shares; 2024Q4: not reported; 2025Q1: 553,731 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361,960 shares 361,960 $33.2M 0.24% new 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: 492,560 shares; 2024Q4: 496,507 shares; 2025Q1: 598,507 shares; 2025Q2: 611,633 shares; 2025Q3: 631,647 shares; 2025Q4: 671,409 shares 671,409 $32.4M 0.24% +39,762 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: 299,321 shares; 2024Q4: 311,373 shares; 2025Q1: 375,726 shares; 2025Q2: 392,738 shares; 2025Q3: 390,665 shares; 2025Q4: 408,991 shares 408,991 $32.2M 0.24% +18,326 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,303 shares; 2024Q4: 662,997 shares; 2025Q1: 648,991 shares; 2025Q2: 635,803 shares; 2025Q3: 623,829 shares; 2025Q4: 607,560 shares 607,560 $32.1M 0.24% -16,269 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: 267,498 shares; 2024Q4: 281,200 shares; 2025Q1: 261,079 shares; 2025Q2: 262,309 shares; 2025Q3: 195,024 shares; 2025Q4: 230,638 shares 230,638 $31.6M 0.23% +35,614 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: 39,398 shares; 2024Q4: 32,995 shares; 2025Q1: 31,846 shares; 2025Q2: 34,130 shares; 2025Q3: 35,240 shares; 2025Q4: 328,820 shares 328,820 $30.8M 0.23% +293,580 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: 219,807 shares; 2024Q4: 273,481 shares; 2025Q1: 273,770 shares; 2025Q2: 349,460 shares; 2025Q3: 340,605 shares; 2025Q4: 381,223 shares 381,223 $30.6M 0.22% +40,618 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: 89,767 shares; 2024Q4: 86,906 shares; 2025Q1: 88,073 shares; 2025Q2: 81,522 shares; 2025Q3: 96,943 shares; 2025Q4: 91,940 shares 91,940 $30.4M 0.22% -5,003 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: 86,731 shares; 2024Q4: 93,885 shares; 2025Q1: 96,008 shares; 2025Q2: 96,662 shares; 2025Q3: 106,281 shares; 2025Q4: 116,667 shares 116,667 $30.1M 0.22% +10,386 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: 230,094 shares; 2024Q4: 255,587 shares; 2025Q1: 303,089 shares; 2025Q2: 523,150 shares; 2025Q3: 638,677 shares; 2025Q4: 722,894 shares 722,894 $29.8M 0.22% +84,217 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: 78,071 shares; 2024Q4: 79,907 shares; 2025Q1: 81,547 shares; 2025Q2: 83,063 shares; 2025Q3: 84,809 shares; 2025Q4: 85,772 shares 85,772 $29.5M 0.22% +963 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: 95,207 shares; 2024Q4: 124,920 shares; 2025Q1: 154,103 shares; 2025Q2: 195,759 shares; 2025Q3: 255,720 shares; 2025Q4: 363,510 shares 363,510 $29.5M 0.22% +107,790 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: 23,289 shares; 2024Q4: 25,586 shares; 2025Q1: 29,555 shares; 2025Q2: 31,895 shares; 2025Q3: 32,476 shares; 2025Q4: 33,726 shares 33,726 $29.1M 0.21% +1,250 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: 500,044 shares; 2024Q4: 528,522 shares; 2025Q1: 581,926 shares; 2025Q2: 588,237 shares; 2025Q3: 600,243 shares; 2025Q4: 613,466 shares 613,466 $28.9M 0.21% +13,223 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: 164,140 shares; 2024Q4: 139,731 shares; 2025Q1: 148,236 shares; 2025Q2: 168,722 shares; 2025Q3: 186,103 shares; 2025Q4: 189,319 shares 189,319 $28.9M 0.21% +3,216 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: 8,691 shares; 2024Q4: 9,111 shares; 2025Q1: 26,328 shares; 2025Q2: 48,790 shares; 2025Q3: 74,610 shares; 2025Q4: 82,407 shares 82,407 $28.3M 0.21% +7,797 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: 604,439 shares; 2024Q4: 620,865 shares; 2025Q1: 658,288 shares; 2025Q2: 749,909 shares; 2025Q3: 620,338 shares; 2025Q4: 639,510 shares 639,510 $27.9M 0.2% +19,172 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: 29,258 shares; 2024Q4: 120,604 shares; 2025Q1: 480,479 shares; 2025Q2: 602,503 shares; 2025Q3: 659,890 shares; 2025Q4: 852,088 shares 852,088 $27.8M 0.2% +192,198 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: 307,805 shares; 2024Q4: 295,194 shares; 2025Q1: 252,143 shares; 2025Q2: 460,056 shares; 2025Q3: 380,580 shares; 2025Q4: 380,048 shares 380,048 $27.1M 0.2% -532 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: 189,541 shares; 2024Q4: 193,451 shares; 2025Q1: 199,498 shares; 2025Q2: 188,303 shares; 2025Q3: 178,371 shares; 2025Q4: 165,535 shares 165,535 $26.6M 0.19% -12,836 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: 6,825 shares; 2024Q4: 6,588 shares; 2025Q1: 5,966 shares; 2025Q2: 6,587 shares; 2025Q3: 8,987 shares; 2025Q4: 83,663 shares 83,663 $26.3M 0.19% +74,676 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: 314,583 shares; 2024Q4: 303,216 shares; 2025Q1: 318,848 shares; 2025Q2: 328,737 shares; 2025Q3: 532,075 shares; 2025Q4: 581,141 shares 581,141 $25.8M 0.19% +49,066 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: 258,972 shares; 2024Q4: 270,267 shares; 2025Q1: 274,222 shares; 2025Q2: 291,381 shares; 2025Q3: 299,202 shares; 2025Q4: 294,522 shares 294,522 $25.7M 0.19% -4,680 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,676 shares; 2024Q4: 241,352 shares; 2025Q1: 241,682 shares; 2025Q2: 194,289 shares; 2025Q3: 171,592 shares; 2025Q4: 308,979 shares 308,979 $25.5M 0.19% +137,387 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839,351 shares; 2024Q4: 807,488 shares; 2025Q1: 900,439 shares; 2025Q2: 878,876 shares; 2025Q3: 895,824 shares; 2025Q4: 912,165 shares 912,165 $25.5M 0.19% +16,341 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: 142,573 shares; 2024Q4: 154,601 shares; 2025Q1: 151,262 shares; 2025Q2: 216,618 shares; 2025Q3: 239,263 shares; 2025Q4: 271,334 shares 271,334 $25.3M 0.19% +32,071 Timeline VFLO 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: 470,976 shares; 2025Q2: 700,609 shares; 2025Q3: 665,838 shares; 2025Q4: 635,050 shares 635,050 $25M 0.18% -30,788 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: 308,694 shares; 2024Q4: 289,851 shares; 2025Q1: 303,172 shares; 2025Q2: 294,650 shares; 2025Q3: 294,585 shares; 2025Q4: 259,548 shares 259,548 $24.9M 0.18% -35,037 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: 225,031 shares; 2024Q4: 201,857 shares; 2025Q1: 205,607 shares; 2025Q2: 205,196 shares; 2025Q3: 196,119 shares; 2025Q4: 178,845 shares 178,845 $24.9M 0.18% -17,274 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: 377,484 shares; 2024Q4: 970,256 shares; 2025Q1: 950,964 shares; 2025Q2: 963,340 shares; 2025Q3: 954,844 shares; 2025Q4: 914,622 shares 914,622 $24.6M 0.18% -40,222 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: 160,360 shares; 2024Q4: 269,650 shares; 2025Q1: 361,603 shares; 2025Q2: 402,982 shares; 2025Q3: 453,512 shares; 2025Q4: 429,250 shares 429,250 $24.6M 0.18% -24,262 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: 504,831 shares; 2024Q4: 483,602 shares; 2025Q1: 445,555 shares; 2025Q2: 789,415 shares; 2025Q3: 929,515 shares; 2025Q4: 908,726 shares 908,726 $24.2M 0.18% -20,789 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: 47,297 shares; 2024Q4: 48,342 shares; 2025Q1: 53,717 shares; 2025Q2: 58,300 shares; 2025Q3: 60,943 shares; 2025Q4: 83,926 shares 83,926 $24M 0.18% +22,983 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: 78,313 shares; 2024Q4: 67,517 shares; 2025Q1: 62,450 shares; 2025Q2: 67,427 shares; 2025Q3: 68,606 shares; 2025Q4: 64,619 shares 64,619 $23.9M 0.18% -3,987 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 1,150,496 shares; 2025Q2: 1,040,407 shares; 2025Q3: 931,204 shares; 2025Q4: 821,108 shares 821,108 $23.4M 0.17% -110,096 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: 61,273 shares; 2024Q4: 80,531 shares; 2025Q1: 94,972 shares; 2025Q2: 105,062 shares; 2025Q3: 122,249 shares; 2025Q4: 131,394 shares 131,394 $23.4M 0.17% +9,145 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: 78,493 shares; 2024Q4: 117,961 shares; 2025Q1: 83,221 shares; 2025Q2: 78,288 shares; 2025Q3: 81,708 shares; 2025Q4: 92,070 shares 92,070 $23.3M 0.17% +10,362 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717,370 shares; 2024Q4: 848,807 shares; 2025Q1: 945,357 shares; 2025Q2: 1,030,426 shares; 2025Q3: 1,016,447 shares; 2025Q4: 1,022,247 shares 1,022,247 $22.7M 0.17% +5,800 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: 47,033 shares; 2024Q4: 48,788 shares; 2025Q1: 54,340 shares; 2025Q2: 61,519 shares; 2025Q3: 68,266 shares; 2025Q4: 73,535 shares 73,535 $22.7M 0.17% +5,269 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 748,389 shares; 2025Q2: 709,707 shares; 2025Q3: 682,847 shares; 2025Q4: 650,751 shares 650,751 $22.5M 0.16% -32,096 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: 307,526 shares; 2024Q4: 317,838 shares; 2025Q1: 307,067 shares; 2025Q2: 328,447 shares; 2025Q3: 287,272 shares; 2025Q4: 290,503 shares 290,503 $22.4M 0.16% +3,231 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: 105,094 shares; 2024Q4: 108,267 shares; 2025Q1: 115,554 shares; 2025Q2: 123,424 shares; 2025Q3: 124,939 shares; 2025Q4: 120,764 shares 120,764 $22.1M 0.16% -4,175 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: 62,169 shares; 2024Q4: 32,835 shares; 2025Q1: 61,475 shares; 2025Q2: 71,811 shares; 2025Q3: 80,747 shares; 2025Q4: 102,930 shares 102,930 $22M 0.16% +22,183 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: 148,456 shares; 2024Q4: 155,390 shares; 2025Q1: 165,389 shares; 2025Q2: 172,674 shares; 2025Q3: 157,466 shares; 2025Q4: 153,741 shares 153,741 $22M 0.16% -3,725 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: 189,122 shares; 2024Q4: 130,256 shares; 2025Q1: 136,279 shares; 2025Q2: 173,866 shares; 2025Q3: 139,771 shares; 2025Q4: 109,670 shares 109,670 $21.8M 0.16% -30,101 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: 27,053 shares; 2024Q4: 26,573 shares; 2025Q1: 27,070 shares; 2025Q2: 30,429 shares; 2025Q3: 36,303 shares; 2025Q4: 38,002 shares 38,002 $21.8M 0.16% +1,699 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: 229,449 shares; 2024Q4: 253,404 shares; 2025Q1: 273,927 shares; 2025Q2: 293,119 shares; 2025Q3: 288,569 shares; 2025Q4: 306,197 shares 306,197 $21.4M 0.16% +17,628 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: 124,184 shares; 2024Q4: 130,108 shares; 2025Q1: 142,039 shares; 2025Q2: 140,659 shares; 2025Q3: 143,067 shares; 2025Q4: 147,558 shares 147,558 $21.2M 0.16% +4,491 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: 188,697 shares; 2024Q4: 183,932 shares; 2025Q1: 174,717 shares; 2025Q2: 182,163 shares; 2025Q3: 170,773 shares; 2025Q4: 167,602 shares 167,602 $21M 0.15% -3,171 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: not reported; 2024Q4: 145,398 shares; 2025Q1: 208,248 shares; 2025Q2: 268,592 shares; 2025Q3: 292,490 shares; 2025Q4: 306,368 shares 306,368 $21M 0.15% +13,878 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: 187,050 shares; 2024Q4: 164,587 shares; 2025Q1: 177,791 shares; 2025Q2: 159,832 shares; 2025Q3: 174,082 shares; 2025Q4: 174,264 shares 174,264 $20.8M 0.15% +182 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: 716,117 shares; 2024Q4: 476,417 shares; 2025Q1: 712,550 shares; 2025Q2: 978,755 shares; 2025Q3: 384,905 shares; 2025Q4: 173,491 shares 173,491 $20.7M 0.15% -211,414 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: 66,141 shares; 2024Q4: 107,341 shares; 2025Q1: 80,022 shares; 2025Q2: 69,830 shares; 2025Q3: 72,649 shares; 2025Q4: 97,303 shares 97,303 $20.5M 0.15% +24,654 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: 32,531 shares; 2024Q4: 35,525 shares; 2025Q1: 33,523 shares; 2025Q2: 34,756 shares; 2025Q3: 33,688 shares; 2025Q4: 30,466 shares 30,466 $20.2M 0.15% -3,222 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: 70,141 shares; 2024Q4: 60,713 shares; 2025Q1: 77,982 shares; 2025Q2: 87,816 shares; 2025Q3: 79,422 shares; 2025Q4: 75,427 shares 75,427 $20M 0.15% -3,995 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: 44,433 shares; 2024Q4: 48,309 shares; 2025Q1: 52,864 shares; 2025Q2: 55,270 shares; 2025Q3: 60,677 shares; 2025Q4: 65,017 shares 65,017 $19.9M 0.15% +4,340 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: 15,915 shares; 2024Q4: 15,151 shares; 2025Q1: 15,702 shares; 2025Q2: 16,267 shares; 2025Q3: 16,812 shares; 2025Q4: 18,469 shares 18,469 $19.8M 0.14% +1,657 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: 102,708 shares; 2024Q4: 99,780 shares; 2025Q1: 98,407 shares; 2025Q2: 98,393 shares; 2025Q3: 94,659 shares; 2025Q4: 89,357 shares 89,357 $19.6M 0.14% -5,302 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: not reported; 2025Q1: 13,329 shares; 2025Q2: 14,825 shares; 2025Q3: 18,722 shares; 2025Q4: 17,987 shares 17,987 $19.3M 0.14% -735 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: 38,394 shares; 2024Q4: 39,355 shares; 2025Q1: 39,088 shares; 2025Q2: 47,966 shares; 2025Q3: 62,024 shares; 2025Q4: 61,572 shares 61,572 $19.2M 0.14% -452 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: 151,323 shares; 2024Q4: 153,264 shares; 2025Q1: 157,534 shares; 2025Q2: 161,012 shares; 2025Q3: 161,013 shares; 2025Q4: 163,014 shares 163,014 $19.1M 0.14% +2,001 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: 8,555 shares; 2024Q4: 31,817 shares; 2025Q1: 42,760 shares; 2025Q2: 50,377 shares; 2025Q3: 53,741 shares; 2025Q4: 52,733 shares 52,733 $19M 0.14% -1,008 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: 216,245 shares; 2024Q4: 268,328 shares; 2025Q1: 264,804 shares; 2025Q2: 317,627 shares; 2025Q3: 316,424 shares; 2025Q4: 343,339 shares 343,339 $18.9M 0.14% +26,915 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: 243,693 shares; 2024Q4: 243,704 shares; 2025Q1: 300,112 shares; 2025Q2: 242,656 shares; 2025Q3: 228,798 shares; 2025Q4: 237,918 shares 237,918 $18.5M 0.14% +9,120 Timeline TDV 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: 287,227 shares; 2024Q4: 260,443 shares; 2025Q1: 245,093 shares; 2025Q2: 233,461 shares; 2025Q3: 224,852 shares; 2025Q4: 212,666 shares 212,666 $18.4M 0.14% -12,186 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,771 shares; 2024Q4: 436,825 shares; 2025Q1: 525,933 shares; 2025Q2: 534,359 shares; 2025Q3: 622,200 shares; 2025Q4: 656,578 shares 656,578 $18M 0.13% +34,378 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: 15,584 shares; 2024Q4: 16,442 shares; 2025Q1: 17,244 shares; 2025Q2: 29,194 shares; 2025Q3: 32,006 shares; 2025Q4: 73,924 shares 73,924 $17.9M 0.13% +41,918 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: 243,584 shares; 2024Q4: 252,172 shares; 2025Q1: 263,490 shares; 2025Q2: 181,391 shares; 2025Q3: 171,775 shares; 2025Q4: 216,275 shares 216,275 $17.9M 0.13% +44,500 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: 331,085 shares; 2024Q4: 356,871 shares; 2025Q1: 403,211 shares; 2025Q2: 411,239 shares; 2025Q3: 410,827 shares; 2025Q4: 442,189 shares 442,189 $17.8M 0.13% +31,362 Timeline FLSP 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: 782,463 shares; 2024Q4: 759,975 shares; 2025Q1: 719,205 shares; 2025Q2: 717,441 shares; 2025Q3: 690,878 shares; 2025Q4: 660,914 shares 660,914 $17.8M 0.13% -29,964 Timeline CGHM 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: not reported; 2025Q1: not reported; 2025Q2: 15,277 shares; 2025Q3: 657,125 shares; 2025Q4: 695,772 shares 695,772 $17.7M 0.13% +38,647 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: 76,236 shares; 2024Q4: 72,907 shares; 2025Q1: 72,645 shares; 2025Q2: 71,699 shares; 2025Q3: 81,619 shares; 2025Q4: 77,818 shares 77,818 $17.7M 0.13% -3,801 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: 114,228 shares; 2024Q4: 109,105 shares; 2025Q1: 106,138 shares; 2025Q2: 96,058 shares; 2025Q3: 92,274 shares; 2025Q4: 173,592 shares 173,592 $17.7M 0.13% +81,318 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,141 shares; 2024Q4: 19,288 shares; 2025Q1: 17,879 shares; 2025Q2: 17,737 shares; 2025Q3: 22,629 shares; 2025Q4: 21,549 shares 21,549 $17.7M 0.13% -1,080 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: 205,760 shares; 2024Q4: 225,976 shares; 2025Q1: 265,688 shares; 2025Q2: 494,265 shares; 2025Q3: 518,588 shares; 2025Q4: 505,727 shares 505,727 $17.4M 0.13% -12,861 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,657 shares; 2025Q1: 184,138 shares; 2025Q2: 447,093 shares; 2025Q3: 502,726 shares; 2025Q4: 494,570 shares 494,570 $17.4M 0.13% -8,156 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: 89,824 shares; 2024Q4: 19,525 shares; 2025Q1: 64,029 shares; 2025Q2: 127,209 shares; 2025Q3: 157,260 shares; 2025Q4: 166,967 shares 166,967 $17M 0.12% +9,707 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,375 shares; 2024Q4: 13,994 shares; 2025Q1: 15,918 shares; 2025Q2: 17,312 shares; 2025Q3: 16,752 shares; 2025Q4: 234,273 shares 234,273 $16.9M 0.12% +217,521 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: 40,696 shares; 2024Q4: 39,690 shares; 2025Q1: 40,072 shares; 2025Q2: 39,811 shares; 2025Q3: 36,610 shares; 2025Q4: 32,275 shares 32,275 $16.9M 0.12% -4,335 Timeline BBUS 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: 127,286 shares; 2024Q4: 129,874 shares; 2025Q1: 119,290 shares; 2025Q2: 118,942 shares; 2025Q3: 121,726 shares; 2025Q4: 136,245 shares 136,245 $16.8M 0.12% +14,519 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,666 shares; 2024Q4: 96,168 shares; 2025Q1: 92,885 shares; 2025Q2: 89,882 shares; 2025Q3: 140,383 shares; 2025Q4: 137,115 shares 137,115 $16.7M 0.12% -3,268 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: 178,887 shares; 2024Q4: 169,306 shares; 2025Q1: 204,647 shares; 2025Q2: 218,564 shares; 2025Q3: 226,875 shares; 2025Q4: 238,956 shares 238,956 $16.6M 0.12% +12,081 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: 89,436 shares; 2024Q4: 88,497 shares; 2025Q1: 86,418 shares; 2025Q2: 85,584 shares; 2025Q3: 89,565 shares; 2025Q4: 93,134 shares 93,134 $16.5M 0.12% +3,569 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,933 shares; 2024Q4: 22,132 shares; 2025Q1: 20,817 shares; 2025Q2: 24,891 shares; 2025Q3: 21,466 shares; 2025Q4: 24,346 shares 24,346 $16.4M 0.12% +2,880 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: 74,527 shares; 2024Q4: 72,114 shares; 2025Q1: 70,551 shares; 2025Q2: 72,910 shares; 2025Q3: 64,876 shares; 2025Q4: 67,877 shares 67,877 $16.4M 0.12% +3,001 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,058 shares; 2024Q4: 36,647 shares; 2025Q1: 21,178 shares; 2025Q2: 34,405 shares; 2025Q3: 35,993 shares; 2025Q4: 500,409 shares 500,409 $16.3M 0.12% +464,416 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: 52,548 shares; 2024Q4: 46,236 shares; 2025Q1: 55,279 shares; 2025Q2: 58,982 shares; 2025Q3: 61,335 shares; 2025Q4: 63,238 shares 63,238 $16.3M 0.12% +1,903 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: 58,480 shares; 2024Q4: 55,297 shares; 2025Q1: 50,517 shares; 2025Q2: 54,434 shares; 2025Q3: 51,293 shares; 2025Q4: 112,187 shares 112,187 $16.2M 0.12% +60,894 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: 62,576 shares; 2024Q4: 64,511 shares; 2025Q1: 61,642 shares; 2025Q2: 56,445 shares; 2025Q3: 57,325 shares; 2025Q4: 69,657 shares 69,657 $16.1M 0.12% +12,332 Timeline DCOR 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: 150,257 shares; 2024Q4: 170,943 shares; 2025Q1: 182,721 shares; 2025Q2: 204,500 shares; 2025Q3: 209,873 shares; 2025Q4: 217,705 shares 217,705 $16M 0.12% +7,832 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: 22,569 shares; 2024Q4: 18,789 shares; 2025Q1: 22,055 shares; 2025Q2: 23,772 shares; 2025Q3: 24,672 shares; 2025Q4: 104,288 shares 104,288 $16M 0.12% +79,616 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: 201,430 shares; 2024Q4: 193,149 shares; 2025Q1: 190,526 shares; 2025Q2: 152,433 shares; 2025Q3: 152,403 shares; 2025Q4: 197,659 shares 197,659 $15.8M 0.12% +45,256 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: 122,065 shares; 2024Q4: 192,191 shares; 2025Q1: 151,304 shares; 2025Q2: 176,485 shares; 2025Q3: 161,116 shares; 2025Q4: 156,349 shares 156,349 $15.6M 0.11% -4,767 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: 12,930 shares; 2024Q4: 14,265 shares; 2025Q1: 13,729 shares; 2025Q2: 15,695 shares; 2025Q3: 17,026 shares; 2025Q4: 17,733 shares 17,733 $15.6M 0.11% +707 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,964 shares; 2024Q4: 51,001 shares; 2025Q1: 53,490 shares; 2025Q2: 59,357 shares; 2025Q3: 67,466 shares; 2025Q4: 74,992 shares 74,992 $15.4M 0.11% +7,526 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,423 shares; 2024Q4: 64,042 shares; 2025Q1: 64,295 shares; 2025Q2: 60,849 shares; 2025Q3: 51,962 shares; 2025Q4: 43,322 shares 43,322 $15.3M 0.11% -8,640 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: 244,068 shares; 2024Q4: 235,522 shares; 2025Q1: 249,572 shares; 2025Q2: 252,941 shares; 2025Q3: 252,190 shares; 2025Q4: 262,420 shares 262,420 $15.3M 0.11% +10,230 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: 14,592 shares; 2024Q4: 12,643 shares; 2025Q1: 13,065 shares; 2025Q2: 13,431 shares; 2025Q3: 14,064 shares; 2025Q4: 12,421 shares 12,421 $15.1M 0.11% -1,643 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: 179,565 shares; 2024Q4: 117,847 shares; 2025Q1: 146,188 shares; 2025Q2: 134,094 shares; 2025Q3: 147,794 shares; 2025Q4: 158,127 shares 158,127 $15.1M 0.11% +10,333 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: 234,287 shares; 2024Q4: 240,849 shares; 2025Q1: 211,422 shares; 2025Q2: 192,192 shares; 2025Q3: 208,673 shares; 2025Q4: 227,303 shares 227,303 $15M 0.11% +18,630 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: 3,032 shares; 2024Q4: 25,689 shares; 2025Q1: 26,283 shares; 2025Q2: 150,905 shares; 2025Q3: 35,114 shares; 2025Q4: 59,803 shares 59,803 $15M 0.11% +24,689 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: 165,939 shares; 2024Q4: 149,169 shares; 2025Q1: 149,497 shares; 2025Q2: 141,518 shares; 2025Q3: 161,401 shares; 2025Q4: 160,390 shares 160,390 $14.7M 0.11% -1,011 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: 141,815 shares; 2024Q4: 135,524 shares; 2025Q1: 137,576 shares; 2025Q2: 106,174 shares; 2025Q3: 143,370 shares; 2025Q4: 175,722 shares 175,722 $14.7M 0.11% +32,352 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: 69,017 shares; 2024Q4: 62,521 shares; 2025Q1: 62,157 shares; 2025Q2: 61,267 shares; 2025Q3: 53,671 shares; 2025Q4: 54,788 shares 54,788 $14.7M 0.11% +1,117 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: 42,294 shares; 2025Q2: 333,741 shares; 2025Q3: 333,385 shares; 2025Q4: 375,408 shares 375,408 $14.5M 0.11% +42,023 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: 311,401 shares; 2024Q4: 323,088 shares; 2025Q1: 450,893 shares; 2025Q2: 655,071 shares; 2025Q3: 729,845 shares; 2025Q4: 578,298 shares 578,298 $14.4M 0.11% -151,547 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,357 shares; 2024Q4: 453,676 shares; 2025Q1: 423,211 shares; 2025Q2: 531,164 shares; 2025Q3: 526,143 shares; 2025Q4: 523,385 shares 523,385 $14.3M 0.1% -2,758 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: 49,678 shares; 2024Q4: 54,663 shares; 2025Q1: 41,857 shares; 2025Q2: 41,234 shares; 2025Q3: 41,945 shares; 2025Q4: 47,005 shares 47,005 $13.9M 0.1% +5,060 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,208 shares; 2024Q4: 218,606 shares; 2025Q1: 213,953 shares; 2025Q2: 238,291 shares; 2025Q3: 241,330 shares; 2025Q4: 233,759 shares 233,759 $13.7M 0.1% -7,571 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: 86,802 shares; 2024Q4: 90,026 shares; 2025Q1: 64,460 shares; 2025Q2: 91,478 shares; 2025Q3: 100,321 shares; 2025Q4: 109,457 shares 109,457 $13.4M 0.1% +9,136 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: 80,501 shares; 2024Q4: 80,314 shares; 2025Q1: 78,416 shares; 2025Q2: 82,331 shares; 2025Q3: 80,933 shares; 2025Q4: 77,414 shares 77,414 $13.4M 0.1% -3,519 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: not reported; 2025Q3: 402,014 shares; 2025Q4: 424,260 shares 424,260 $13.4M 0.1% +22,246 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: 74,648 shares; 2024Q4: 77,073 shares; 2025Q1: 78,745 shares; 2025Q2: 80,676 shares; 2025Q3: 84,589 shares; 2025Q4: 87,249 shares 87,249 $13.4M 0.1% +2,660 Timeline CGIB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,809 shares; 2025Q4: 524,902 shares 524,902 $13.3M 0.1% -5,907 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: 32,597 shares; 2024Q4: 30,621 shares; 2025Q1: 32,292 shares; 2025Q2: 36,110 shares; 2025Q3: 41,466 shares; 2025Q4: 41,600 shares 41,600 $13.2M 0.1% +134 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,868 shares; 2024Q4: 29,313 shares; 2025Q1: 409,079 shares; 2025Q2: 395,747 shares; 2025Q3: 376,134 shares; 2025Q4: 600,848 shares 600,848 $13.2M 0.1% +224,714 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: 42,364 shares; 2024Q4: 41,198 shares; 2025Q1: 40,509 shares; 2025Q2: 40,058 shares; 2025Q3: 45,772 shares; 2025Q4: 42,602 shares 42,602 $13.2M 0.1% -3,170 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: 39,616 shares; 2024Q4: 41,332 shares; 2025Q1: 49,987 shares; 2025Q2: 53,484 shares; 2025Q3: 56,468 shares; 2025Q4: 60,869 shares 60,869 $13.2M 0.1% +4,401 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,677 shares; 2025Q3: 337,463 shares; 2025Q4: 396,234 shares 396,234 $13.2M 0.1% +58,771 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: 200,305 shares; 2024Q4: 148,463 shares; 2025Q1: 211,939 shares; 2025Q2: 209,139 shares; 2025Q3: 197,957 shares; 2025Q4: 156,049 shares 156,049 $13.1M 0.1% -41,908 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,574 shares; 2024Q4: 72,191 shares; 2025Q1: 75,405 shares; 2025Q2: 136,885 shares; 2025Q3: 150,886 shares; 2025Q4: 162,935 shares 162,935 $13.1M 0.1% +12,049 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: not reported; 2025Q1: 58,104 shares; 2025Q2: 60,378 shares; 2025Q3: 69,218 shares; 2025Q4: 76,329 shares 76,329 $13.1M 0.1% +7,111 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,053 shares; 2024Q4: 206,499 shares; 2025Q1: 206,145 shares; 2025Q2: 194,672 shares; 2025Q3: 265,681 shares; 2025Q4: 267,549 shares 267,549 $13M 0.1% +1,868 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: 167,395 shares; 2024Q4: 164,880 shares; 2025Q1: 125,939 shares; 2025Q2: 126,815 shares; 2025Q3: 114,985 shares; 2025Q4: 123,067 shares 123,067 $13M 0.09% +8,082 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: 220,629 shares; 2024Q4: 238,762 shares; 2025Q1: 234,665 shares; 2025Q2: 228,642 shares; 2025Q3: 235,741 shares; 2025Q4: 242,793 shares 242,793 $12.8M 0.09% +7,052 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: 17,463 shares; 2024Q4: 16,801 shares; 2025Q1: 16,349 shares; 2025Q2: 17,642 shares; 2025Q3: 22,104 shares; 2025Q4: 22,431 shares 22,431 $12.8M 0.09% +327 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 9,752 shares; 2025Q1: 11,002 shares; 2025Q2: 14,167 shares; 2025Q3: 17,525 shares; 2025Q4: 19,462 shares 19,462 $12.7M 0.09% +1,937 Timeline GSSC 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: 174,494 shares; 2025Q1: 177,532 shares; 2025Q2: 177,845 shares; 2025Q3: 170,651 shares; 2025Q4: 167,211 shares 167,211 $12.6M 0.09% -3,440 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: 552,718 shares; 2024Q4: 582,270 shares; 2025Q1: 668,445 shares; 2025Q2: 709,250 shares; 2025Q3: 473,044 shares; 2025Q4: 505,250 shares 505,250 $12.6M 0.09% +32,206 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: 183,334 shares; 2024Q4: 95,671 shares; 2025Q1: 99,191 shares; 2025Q2: 124,132 shares; 2025Q3: 117,560 shares; 2025Q4: 121,432 shares 121,432 $12.4M 0.09% +3,872 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: 70,650 shares; 2024Q4: 77,009 shares; 2025Q1: 74,914 shares; 2025Q2: 68,544 shares; 2025Q3: 56,942 shares; 2025Q4: 54,117 shares 54,117 $12.4M 0.09% -2,825 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: 184,325 shares; 2024Q4: 177,474 shares; 2025Q1: 181,068 shares; 2025Q2: 181,099 shares; 2025Q3: 247,171 shares; 2025Q4: 263,729 shares 263,729 $12.3M 0.09% +16,558 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: 110,529 shares; 2024Q4: 101,907 shares; 2025Q1: 117,476 shares; 2025Q2: 141,664 shares; 2025Q3: 146,767 shares; 2025Q4: 152,977 shares 152,977 $12.3M 0.09% +6,210 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: 15,838 shares; 2024Q4: 17,785 shares; 2025Q1: 21,653 shares; 2025Q2: 20,624 shares; 2025Q3: 52,156 shares; 2025Q4: 58,145 shares 58,145 $12.2M 0.09% +5,989 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 439,103 shares; 2025Q2: 456,989 shares; 2025Q3: 481,330 shares; 2025Q4: 498,293 shares 498,293 $12.1M 0.09% +16,963 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,673 shares; 2024Q4: 14,676 shares; 2025Q1: 10,552 shares; 2025Q2: 13,378 shares; 2025Q3: 11,556 shares; 2025Q4: 173,709 shares 173,709 $12.1M 0.09% +162,153 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: 102,821 shares; 2024Q4: 102,693 shares; 2025Q1: 106,072 shares; 2025Q2: 108,213 shares; 2025Q3: 103,371 shares; 2025Q4: 103,234 shares 103,234 $12M 0.09% -137 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,038 shares; 2024Q4: 168,390 shares; 2025Q1: 207,944 shares; 2025Q2: 186,174 shares; 2025Q3: 177,937 shares; 2025Q4: 237,478 shares 237,478 $12M 0.09% +59,541 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: 73,228 shares; 2024Q4: 76,410 shares; 2025Q1: 91,020 shares; 2025Q2: 94,876 shares; 2025Q3: 121,441 shares; 2025Q4: 124,671 shares 124,671 $12M 0.09% +3,230 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: 140,002 shares; 2024Q4: 117,368 shares; 2025Q1: 123,721 shares; 2025Q2: 128,532 shares; 2025Q3: 167,764 shares; 2025Q4: 172,180 shares 172,180 $12M 0.09% +4,416 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: 155,511 shares; 2024Q4: 157,430 shares; 2025Q1: 144,492 shares; 2025Q2: 143,222 shares; 2025Q3: 121,665 shares; 2025Q4: 87,136 shares 87,136 $11.8M 0.09% -34,529 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,733 shares; 2024Q4: 44,991 shares; 2025Q1: 45,583 shares; 2025Q2: 45,522 shares; 2025Q3: 38,964 shares; 2025Q4: 42,459 shares 42,459 $11.7M 0.09% +3,495 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: 67,966 shares; 2024Q4: 129,641 shares; 2025Q1: 70,933 shares; 2025Q2: 66,554 shares; 2025Q3: 65,082 shares; 2025Q4: 68,310 shares 68,310 $11.7M 0.09% +3,228 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 21,137 shares; 2025Q1: 22,798 shares; 2025Q2: 20,621 shares; 2025Q3: 20,770 shares; 2025Q4: 21,117 shares 21,117 $11.7M 0.09% +347 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: 86,475 shares; 2024Q4: 82,531 shares; 2025Q1: 87,400 shares; 2025Q2: 85,207 shares; 2025Q3: 90,068 shares; 2025Q4: 91,267 shares 91,267 $11.7M 0.09% +1,199 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: 33,133 shares; 2024Q4: 36,626 shares; 2025Q1: 55,435 shares; 2025Q2: 270,615 shares; 2025Q3: 290,796 shares; 2025Q4: 305,127 shares 305,127 $11.6M 0.09% +14,331 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: 74,022 shares; 2024Q4: 97,196 shares; 2025Q1: 100,983 shares; 2025Q2: 101,553 shares; 2025Q3: 107,474 shares; 2025Q4: 113,037 shares 113,037 $11.6M 0.08% +5,563 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,934 shares; 2024Q4: 150,839 shares; 2025Q1: 120,498 shares; 2025Q2: 121,015 shares; 2025Q3: 118,416 shares; 2025Q4: 154,346 shares 154,346 $11.6M 0.08% +35,930 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: 12,855 shares; 2024Q4: 13,059 shares; 2025Q1: 14,084 shares; 2025Q2: 16,718 shares; 2025Q3: 16,451 shares; 2025Q4: 20,408 shares 20,408 $11.6M 0.08% +3,957 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: 176,661 shares 176,661 $11.6M 0.08% new 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: 100,087 shares; 2024Q4: 265,572 shares; 2025Q1: 268,422 shares; 2025Q2: 248,639 shares; 2025Q3: 192,312 shares; 2025Q4: 417,751 shares 417,751 $11.5M 0.08% +225,439 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: 291,777 shares; 2024Q4: 235,156 shares; 2025Q1: 243,909 shares; 2025Q2: 234,564 shares; 2025Q3: 235,535 shares; 2025Q4: 242,784 shares 242,784 $11.4M 0.08% +7,249 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: 31,734 shares; 2024Q4: 31,212 shares; 2025Q1: 31,606 shares; 2025Q2: 32,633 shares; 2025Q3: 32,225 shares; 2025Q4: 33,783 shares 33,783 $11.4M 0.08% +1,558 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,980 shares; 2025Q3: 195,455 shares; 2025Q4: 227,041 shares 227,041 $11.4M 0.08% +31,586 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: 165,524 shares; 2024Q4: 176,397 shares; 2025Q1: 222,904 shares; 2025Q2: 242,262 shares; 2025Q3: 273,635 shares; 2025Q4: 276,629 shares 276,629 $11.3M 0.08% +2,994 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: 128,583 shares; 2024Q4: 114,106 shares; 2025Q1: 112,309 shares; 2025Q2: 112,321 shares; 2025Q3: 90,994 shares; 2025Q4: 34,757 shares 34,757 $11.2M 0.08% -56,237 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: 146,148 shares; 2024Q4: 140,265 shares; 2025Q1: 132,934 shares; 2025Q2: 134,509 shares; 2025Q3: 142,367 shares; 2025Q4: 262,510 shares 262,510 $11.2M 0.08% +120,143 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: 26,169 shares; 2024Q4: 25,454 shares; 2025Q1: 26,280 shares; 2025Q2: 33,634 shares; 2025Q3: 33,859 shares; 2025Q4: 26,273 shares 26,273 $11.2M 0.08% -7,586 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: 44,797 shares; 2024Q4: 285,167 shares; 2025Q1: 40,858 shares; 2025Q2: 43,321 shares; 2025Q3: 34,432 shares; 2025Q4: 31,937 shares 31,937 $11.2M 0.08% -2,495 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,718 shares; 2024Q4: 28,937 shares; 2025Q1: 69,857 shares; 2025Q2: 56,451 shares; 2025Q3: 52,621 shares; 2025Q4: 52,311 shares 52,311 $10.9M 0.08% -310 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: 43,024 shares; 2024Q4: 42,939 shares; 2025Q1: 42,017 shares; 2025Q2: 26,829 shares; 2025Q3: 19,102 shares; 2025Q4: 18,835 shares 18,835 $10.9M 0.08% -267 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,291 shares; 2024Q4: 43,278 shares; 2025Q1: 36,281 shares; 2025Q2: 413,451 shares; 2025Q3: 427,599 shares; 2025Q4: 436,049 shares 436,049 $10.8M 0.08% +8,450 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: 130,241 shares; 2024Q4: 128,608 shares; 2025Q1: 126,195 shares; 2025Q2: 123,604 shares; 2025Q3: 126,133 shares; 2025Q4: 115,329 shares 115,329 $10.8M 0.08% -10,804 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,891 shares; 2024Q4: 102,428 shares; 2025Q1: 85,091 shares; 2025Q2: 92,848 shares; 2025Q3: 85,809 shares; 2025Q4: 71,254 shares 71,254 $10.8M 0.08% -14,555 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: 3,035 shares; 2024Q4: 3,832 shares; 2025Q1: 3,970 shares; 2025Q2: 19,531 shares; 2025Q3: 45,338 shares; 2025Q4: 50,103 shares 50,103 $10.8M 0.08% +4,765 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 84,015 shares; 2025Q1: 114,232 shares; 2025Q2: 175,393 shares; 2025Q3: 202,161 shares; 2025Q4: 244,048 shares 244,048 $10.7M 0.08% +41,887 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: 9,542 shares; 2024Q4: 11,915 shares; 2025Q1: 13,837 shares; 2025Q2: 17,943 shares; 2025Q3: 19,155 shares; 2025Q4: 26,959 shares 26,959 $10.7M 0.08% +7,804 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,454 shares; 2024Q4: 304,311 shares; 2025Q1: 304,943 shares; 2025Q2: 301,010 shares; 2025Q3: 308,722 shares; 2025Q4: 314,973 shares 314,973 $10.6M 0.08% +6,251 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,178 shares; 2024Q4: 376,467 shares; 2025Q1: 342,903 shares; 2025Q2: 334,711 shares; 2025Q3: 330,524 shares; 2025Q4: 313,495 shares 313,495 $10.6M 0.08% -17,029 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: 25,600 shares; 2024Q4: 24,414 shares; 2025Q1: 86,905 shares; 2025Q2: 111,809 shares; 2025Q3: 105,374 shares; 2025Q4: 120,709 shares 120,709 $10.6M 0.08% +15,335 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: 43,857 shares; 2024Q4: 48,196 shares; 2025Q1: 50,279 shares; 2025Q2: 47,574 shares; 2025Q3: 42,900 shares; 2025Q4: 38,793 shares 38,793 $10.5M 0.08% -4,107 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: 101,691 shares; 2024Q4: 92,877 shares; 2025Q1: 83,312 shares; 2025Q2: 84,088 shares; 2025Q3: 65,912 shares; 2025Q4: 65,170 shares 65,170 $10.5M 0.08% -742 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 12,803 shares; 2025Q1: 13,948 shares; 2025Q2: 14,368 shares; 2025Q3: 13,604 shares; 2025Q4: 186,362 shares 186,362 $10.5M 0.08% +172,758 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: 53,033 shares; 2024Q4: 67,690 shares; 2025Q1: 49,809 shares; 2025Q2: 51,890 shares; 2025Q3: 52,016 shares; 2025Q4: 27,696 shares 27,696 $10.3M 0.08% -24,320 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: 137,458 shares; 2024Q4: 144,956 shares; 2025Q1: 156,357 shares; 2025Q2: 174,821 shares; 2025Q3: 175,257 shares; 2025Q4: 179,357 shares 179,357 $10.3M 0.08% +4,100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,782 shares; 2024Q4: 156,181 shares; 2025Q1: 180,645 shares; 2025Q2: 197,733 shares; 2025Q3: 191,416 shares; 2025Q4: 191,075 shares 191,075 $10.3M 0.08% -341 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: 28,585 shares; 2024Q4: 28,014 shares; 2025Q1: 31,759 shares; 2025Q2: 30,950 shares; 2025Q3: 29,462 shares; 2025Q4: 31,372 shares 31,372 $10.3M 0.08% +1,910 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: 2,125 shares; 2024Q4: 2,102 shares; 2025Q1: 2,138 shares; 2025Q2: 2,276 shares; 2025Q3: 2,247 shares; 2025Q4: 1,912 shares 1,912 $10.2M 0.08% -335 Timeline AVDV 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: 127,629 shares; 2024Q4: 115,587 shares; 2025Q1: 108,977 shares; 2025Q2: 117,624 shares; 2025Q3: 112,017 shares; 2025Q4: 108,930 shares 108,930 $10.2M 0.08% -3,087 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,496 shares; 2024Q4: 56,016 shares; 2025Q1: 86,424 shares; 2025Q2: 171,897 shares; 2025Q3: 210,762 shares; 2025Q4: 218,823 shares 218,823 $10.2M 0.07% +8,061 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: 21,508 shares; 2024Q4: 24,364 shares; 2025Q1: 52,805 shares; 2025Q2: 286,599 shares; 2025Q3: 299,431 shares; 2025Q4: 306,620 shares 306,620 $10.1M 0.07% +7,189 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: 10,748 shares; 2024Q4: 9,561 shares; 2025Q1: 9,885 shares; 2025Q2: 10,592 shares; 2025Q3: 10,897 shares; 2025Q4: 19,750 shares 19,750 $10.1M 0.07% +8,853 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,935 shares; 2024Q4: 30,131 shares; 2025Q1: 103,394 shares; 2025Q2: 197,732 shares; 2025Q3: 199,545 shares; 2025Q4: 213,225 shares 213,225 $10M 0.07% +13,680 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,940 shares; 2024Q4: 48,828 shares; 2025Q1: 46,493 shares; 2025Q2: 46,102 shares; 2025Q3: 45,124 shares; 2025Q4: 43,922 shares 43,922 $9.99M 0.07% -1,202 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: 53,253 shares; 2024Q4: 53,044 shares; 2025Q1: 55,104 shares; 2025Q2: 55,502 shares; 2025Q3: 52,306 shares; 2025Q4: 53,188 shares 53,188 $9.87M 0.07% +882 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: 73,751 shares; 2024Q4: 57,230 shares; 2025Q1: 49,374 shares; 2025Q2: 53,233 shares; 2025Q3: 48,838 shares; 2025Q4: 50,068 shares 50,068 $9.77M 0.07% +1,230 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,851 shares; 2024Q4: 9,505 shares; 2025Q1: 18,851 shares; 2025Q2: 49,040 shares; 2025Q3: 84,451 shares; 2025Q4: 97,339 shares 97,339 $9.72M 0.07% +12,888 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: 77,288 shares; 2024Q4: 52,483 shares; 2025Q1: 92,204 shares; 2025Q2: 92,358 shares; 2025Q3: 83,182 shares; 2025Q4: 85,092 shares 85,092 $9.68M 0.07% +1,910 Timeline UITB 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: 1,572,636 shares; 2024Q4: 1,543,057 shares; 2025Q1: 13,655 shares; 2025Q2: 153,563 shares; 2025Q3: 188,356 shares; 2025Q4: 204,203 shares 204,203 $9.67M 0.07% +15,847 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: 101,520 shares; 2024Q4: 113,050 shares; 2025Q1: 117,214 shares; 2025Q2: 82,652 shares; 2025Q3: 91,187 shares; 2025Q4: 96,282 shares 96,282 $9.66M 0.07% +5,095 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,906 shares; 2024Q4: 101,839 shares; 2025Q1: 90,250 shares; 2025Q2: 108,906 shares; 2025Q3: 114,793 shares; 2025Q4: 119,166 shares 119,166 $9.61M 0.07% +4,373 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,247 shares; 2024Q4: 80,290 shares; 2025Q1: 114,667 shares; 2025Q2: 93,040 shares; 2025Q3: 89,688 shares; 2025Q4: 76,145 shares 76,145 $9.5M 0.07% -13,543 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: 33,379 shares; 2024Q4: 32,256 shares; 2025Q1: 27,208 shares; 2025Q2: 31,690 shares; 2025Q3: 34,836 shares; 2025Q4: 32,897 shares 32,897 $9.5M 0.07% -1,939 Timeline HDEF 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: 279,581 shares; 2024Q4: 288,625 shares; 2025Q1: 268,618 shares; 2025Q2: 322,048 shares; 2025Q3: 335,253 shares; 2025Q4: 304,530 shares 304,530 $9.44M 0.07% -30,723 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: 56,006 shares; 2024Q4: 87,111 shares; 2025Q1: 109,556 shares; 2025Q2: 155,285 shares; 2025Q3: 183,121 shares; 2025Q4: 212,194 shares 212,194 $9.44M 0.07% +29,073 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: 12,902 shares; 2024Q4: 12,510 shares; 2025Q1: 13,111 shares; 2025Q2: 19,875 shares; 2025Q3: 18,069 shares; 2025Q4: 19,923 shares 19,923 $9.28M 0.07% +1,854 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: 119,512 shares; 2024Q4: 95,622 shares; 2025Q1: 103,035 shares; 2025Q2: 150,539 shares; 2025Q3: 159,689 shares; 2025Q4: 175,634 shares 175,634 $9.27M 0.07% +15,945 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: 108,810 shares; 2024Q4: 121,869 shares; 2025Q1: 137,488 shares; 2025Q2: 138,630 shares; 2025Q3: 240,086 shares; 2025Q4: 259,424 shares 259,424 $9.25M 0.07% +19,338 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: 79,188 shares; 2024Q4: 72,633 shares; 2025Q1: 71,948 shares; 2025Q2: 67,793 shares; 2025Q3: 66,160 shares; 2025Q4: 123,104 shares 123,104 $9.24M 0.07% +56,944 Timeline EALT 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: 77,383 shares; 2025Q2: 203,221 shares; 2025Q3: 234,141 shares; 2025Q4: 260,189 shares 260,189 $9.18M 0.07% +26,048 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,992 shares; 2024Q4: 66,514 shares; 2025Q1: 72,968 shares; 2025Q2: 92,575 shares; 2025Q3: 141,815 shares; 2025Q4: 161,736 shares 161,736 $9.16M 0.07% +19,921 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: 46,897 shares; 2024Q4: 64,132 shares; 2025Q1: 88,680 shares; 2025Q2: 103,233 shares; 2025Q3: 130,169 shares; 2025Q4: 131,366 shares 131,366 $9.13M 0.07% +1,197 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,272 shares; 2024Q4: 24,217 shares; 2025Q1: 25,399 shares; 2025Q2: 25,706 shares; 2025Q3: 29,903 shares; 2025Q4: 19,126 shares 19,126 $8.98M 0.07% -10,777 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,034 shares; 2024Q4: 242,988 shares; 2025Q1: 354,273 shares; 2025Q2: 514,128 shares; 2025Q3: 507,250 shares; 2025Q4: 510,834 shares 510,834 $8.94M 0.07% +3,584 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,919 shares; 2024Q4: 318,484 shares; 2025Q1: 289,402 shares; 2025Q2: 354,274 shares; 2025Q3: 345,079 shares; 2025Q4: 348,221 shares 348,221 $8.91M 0.07% +3,142 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: 162,663 shares; 2024Q4: 193,293 shares; 2025Q1: 218,282 shares; 2025Q2: 137,337 shares; 2025Q3: 107,307 shares; 2025Q4: 120,258 shares 120,258 $8.91M 0.07% +12,951 Timeline TQQQ 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: 147,312 shares; 2024Q4: 157,596 shares; 2025Q1: 169,149 shares; 2025Q2: 34,004 shares; 2025Q3: 84,408 shares; 2025Q4: 168,069 shares 168,069 $8.86M 0.06% +83,661 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: 63,379 shares; 2024Q4: 61,473 shares; 2025Q1: 75,846 shares; 2025Q2: 81,814 shares; 2025Q3: 77,089 shares; 2025Q4: 69,490 shares 69,490 $8.86M 0.06% -7,599 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: 99,046 shares; 2024Q4: 110,481 shares; 2025Q1: 121,135 shares; 2025Q2: 116,478 shares; 2025Q3: 161,242 shares; 2025Q4: 191,903 shares 191,903 $8.84M 0.06% +30,661 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: 218,702 shares; 2024Q4: 238,093 shares; 2025Q1: 226,930 shares; 2025Q2: 157,328 shares; 2025Q3: 138,692 shares; 2025Q4: 121,492 shares 121,492 $8.83M 0.06% -17,200 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,188 shares; 2024Q4: 10,434 shares; 2025Q1: 12,169 shares; 2025Q2: 10,857 shares; 2025Q3: 45,262 shares; 2025Q4: 77,601 shares 77,601 $8.8M 0.06% +32,339 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,459 shares; 2024Q4: 52,638 shares; 2025Q1: 40,313 shares; 2025Q2: 40,142 shares; 2025Q3: 37,507 shares; 2025Q4: 33,415 shares 33,415 $8.77M 0.06% -4,092 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,555 shares; 2024Q4: 144,166 shares; 2025Q1: 160,083 shares; 2025Q2: 363,757 shares; 2025Q3: 737,924 shares; 2025Q4: 742,060 shares 742,060 $8.7M 0.06% +4,136 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: 17,750 shares; 2024Q4: 32,955 shares; 2025Q1: 34,668 shares; 2025Q2: 38,792 shares; 2025Q3: 45,717 shares; 2025Q4: 46,923 shares 46,923 $8.64M 0.06% +1,206 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,100 shares; 2024Q4: 201,430 shares; 2025Q1: 192,034 shares; 2025Q2: 174,075 shares; 2025Q3: 176,750 shares; 2025Q4: 179,964 shares 179,964 $8.56M 0.06% +3,214 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,391 shares; 2024Q4: 48,795 shares; 2025Q1: 54,627 shares; 2025Q2: 169,199 shares; 2025Q3: 178,764 shares; 2025Q4: 181,755 shares 181,755 $8.51M 0.06% +2,991 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: 157,169 shares; 2024Q4: 160,900 shares; 2025Q1: 127,208 shares; 2025Q2: 94,139 shares; 2025Q3: 96,514 shares; 2025Q4: 96,456 shares 96,456 $8.41M 0.06% -58 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,616 shares; 2024Q4: 143,970 shares; 2025Q1: 124,667 shares; 2025Q2: 115,841 shares; 2025Q3: 110,218 shares; 2025Q4: 103,483 shares 103,483 $8.36M 0.06% -6,735 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,035 shares; 2024Q4: 184,541 shares; 2025Q1: 187,821 shares; 2025Q2: 196,814 shares; 2025Q3: 221,628 shares; 2025Q4: 213,500 shares 213,500 $8.35M 0.06% -8,128 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: 39,635 shares; 2024Q4: 45,198 shares; 2025Q1: 61,335 shares; 2025Q2: 74,222 shares; 2025Q3: 103,557 shares; 2025Q4: 101,974 shares 101,974 $8.33M 0.06% -1,583 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: 165,147 shares; 2024Q4: 208,908 shares; 2025Q1: 104,937 shares; 2025Q2: 132,233 shares; 2025Q3: 58,345 shares; 2025Q4: 72,881 shares 72,881 $8.3M 0.06% +14,536 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: 83,877 shares; 2024Q4: 92,570 shares; 2025Q1: 98,233 shares; 2025Q2: 90,015 shares; 2025Q3: 88,426 shares; 2025Q4: 83,452 shares 83,452 $8.28M 0.06% -4,974 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,353 shares; 2024Q4: 124,615 shares; 2025Q1: 128,183 shares; 2025Q2: 146,477 shares; 2025Q3: 220,903 shares; 2025Q4: 224,652 shares 224,652 $8.21M 0.06% +3,749 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,635 shares; 2024Q4: 20,040 shares; 2025Q1: 20,527 shares; 2025Q2: 21,899 shares; 2025Q3: 19,225 shares; 2025Q4: 18,296 shares 18,296 $8.2M 0.06% -929 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: 125,955 shares; 2024Q4: 130,528 shares; 2025Q1: 125,641 shares; 2025Q2: 112,294 shares; 2025Q3: 105,488 shares; 2025Q4: 84,230 shares 84,230 $8.16M 0.06% -21,258 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 14,619 shares; 2025Q1: 18,300 shares; 2025Q2: 20,156 shares; 2025Q3: 21,952 shares; 2025Q4: 23,111 shares 23,111 $8.12M 0.06% +1,159 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 184,739 shares; 2025Q1: 239,588 shares; 2025Q2: 284,972 shares; 2025Q3: 293,056 shares; 2025Q4: 380,580 shares 380,580 $8.08M 0.06% +87,524 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 25,197 shares; 2025Q2: 44,312 shares; 2025Q3: 153,233 shares; 2025Q4: 156,634 shares 156,634 $8.06M 0.06% +3,401 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,972 shares; 2025Q3: 45,943 shares; 2025Q4: 73,352 shares 73,352 $8.04M 0.06% +27,409 Timeline AMID 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: 279,470 shares; 2024Q4: 263,239 shares; 2025Q1: 256,014 shares; 2025Q2: 259,675 shares; 2025Q3: 248,484 shares; 2025Q4: 237,981 shares 237,981 $7.98M 0.06% -10,503 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: 186,265 shares; 2024Q4: 186,826 shares; 2025Q1: 184,614 shares; 2025Q2: 148,130 shares; 2025Q3: 139,898 shares; 2025Q4: 136,696 shares 136,696 $7.92M 0.06% -3,202 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: 73,612 shares; 2024Q4: 78,008 shares; 2025Q1: 77,903 shares; 2025Q2: 78,716 shares; 2025Q3: 84,748 shares; 2025Q4: 84,068 shares 84,068 $7.83M 0.06% -680 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: 64,840 shares; 2024Q4: 61,906 shares; 2025Q1: 58,491 shares; 2025Q2: 84,600 shares; 2025Q3: 34,705 shares; 2025Q4: 39,033 shares 39,033 $7.79M 0.06% +4,328 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: 11,636 shares; 2024Q4: 45,985 shares; 2025Q1: 52,161 shares; 2025Q2: 54,807 shares; 2025Q3: 57,595 shares; 2025Q4: 63,991 shares 63,991 $7.79M 0.06% +6,396 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,025 shares; 2024Q4: 41,933 shares; 2025Q1: 45,194 shares; 2025Q2: 49,237 shares; 2025Q3: 77,938 shares; 2025Q4: 98,928 shares 98,928 $7.78M 0.06% +20,990 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,534 shares; 2024Q4: 81,009 shares; 2025Q1: 84,505 shares; 2025Q2: 90,042 shares; 2025Q3: 92,882 shares; 2025Q4: 147,240 shares 147,240 $7.73M 0.06% +54,358 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,033 shares; 2024Q4: 181,093 shares; 2025Q1: 192,270 shares; 2025Q2: 207,294 shares; 2025Q3: 151,092 shares; 2025Q4: 155,117 shares 155,117 $7.68M 0.06% +4,025 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: 46,834 shares; 2024Q4: 44,276 shares; 2025Q1: 40,499 shares; 2025Q2: 40,948 shares; 2025Q3: 35,053 shares; 2025Q4: 31,125 shares 31,125 $7.56M 0.06% -3,928 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: 36,621 shares; 2024Q4: 31,035 shares; 2025Q1: 36,178 shares; 2025Q2: 40,435 shares; 2025Q3: 43,083 shares; 2025Q4: 35,663 shares 35,663 $7.56M 0.06% -7,420 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: 8,101 shares; 2024Q4: 8,912 shares; 2025Q1: 11,483 shares; 2025Q2: 17,969 shares; 2025Q3: 20,560 shares; 2025Q4: 21,199 shares 21,199 $7.49M 0.05% +639 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: 95,029 shares; 2024Q4: 100,623 shares; 2025Q1: 115,511 shares; 2025Q2: 110,281 shares; 2025Q3: 199,723 shares; 2025Q4: 214,103 shares 214,103 $7.42M 0.05% +14,380 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,757 shares; 2024Q4: 22,218 shares; 2025Q1: 22,520 shares; 2025Q2: 23,365 shares; 2025Q3: 23,609 shares; 2025Q4: 22,765 shares 22,765 $7.38M 0.05% -844 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,412 shares; 2024Q4: 43,778 shares; 2025Q1: 84,299 shares; 2025Q2: 78,810 shares; 2025Q3: 107,245 shares; 2025Q4: 117,626 shares 117,626 $7.35M 0.05% +10,381 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: 104,840 shares; 2024Q4: 111,719 shares; 2025Q1: 91,480 shares; 2025Q2: 148,687 shares; 2025Q3: 164,982 shares; 2025Q4: 191,026 shares 191,026 $7.28M 0.05% +26,044 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: 110,866 shares 110,866 $7.26M 0.05% new 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: 173,951 shares; 2024Q4: 178,852 shares; 2025Q1: 193,218 shares; 2025Q2: 275,591 shares; 2025Q3: 273,876 shares; 2025Q4: 280,595 shares 280,595 $7.23M 0.05% +6,719 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: 14,302 shares; 2024Q4: 17,132 shares; 2025Q1: 16,407 shares; 2025Q2: 23,792 shares; 2025Q3: 22,669 shares; 2025Q4: 29,161 shares 29,161 $7.18M 0.05% +6,492 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: 30,895 shares; 2024Q4: 530,005 shares; 2025Q1: 32,681 shares; 2025Q2: 33,450 shares; 2025Q3: 33,430 shares; 2025Q4: 29,025 shares 29,025 $7.17M 0.05% -4,405 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,659 shares; 2024Q4: 18,018 shares; 2025Q1: 18,121 shares; 2025Q2: 18,134 shares; 2025Q3: 18,468 shares; 2025Q4: 18,524 shares 18,524 $7.17M 0.05% +56 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: 27,587 shares; 2024Q4: 29,390 shares; 2025Q1: 47,459 shares; 2025Q2: 51,441 shares; 2025Q3: 51,445 shares; 2025Q4: 53,753 shares 53,753 $7.13M 0.05% +2,308 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: 157,322 shares; 2024Q4: 149,519 shares; 2025Q1: 155,559 shares; 2025Q2: 188,561 shares; 2025Q3: 98,895 shares; 2025Q4: 140,672 shares 140,672 $7.12M 0.05% +41,777 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,699 shares; 2024Q4: 23,344 shares; 2025Q1: 32,396 shares; 2025Q2: 22,188 shares; 2025Q3: 22,651 shares; 2025Q4: 318,520 shares 318,520 $7.09M 0.05% +295,869 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: 93,082 shares; 2024Q4: 110,163 shares; 2025Q1: 117,915 shares; 2025Q2: 201,018 shares; 2025Q3: 210,702 shares; 2025Q4: 214,214 shares 214,214 $7.09M 0.05% +3,512 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: 129,915 shares; 2024Q4: 120,581 shares; 2025Q1: 124,928 shares; 2025Q2: 166,697 shares; 2025Q3: 132,582 shares; 2025Q4: 119,302 shares 119,302 $7.01M 0.05% -13,280 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: 69,376 shares; 2024Q4: 66,474 shares; 2025Q1: 53,237 shares; 2025Q2: 57,257 shares; 2025Q3: 55,624 shares; 2025Q4: 63,525 shares 63,525 $7M 0.05% +7,901 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,137 shares; 2024Q4: 908,795 shares; 2025Q1: 18,419 shares; 2025Q2: 18,526 shares; 2025Q3: 21,295 shares; 2025Q4: 19,962 shares 19,962 $7M 0.05% -1,333 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,483 shares; 2024Q4: 43,231 shares; 2025Q1: 45,090 shares; 2025Q2: 46,242 shares; 2025Q3: 45,611 shares; 2025Q4: 42,987 shares 42,987 $6.96M 0.05% -2,624 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: 51,543 shares; 2024Q4: 51,755 shares; 2025Q1: 69,010 shares; 2025Q2: 70,687 shares; 2025Q3: 68,823 shares; 2025Q4: 73,906 shares 73,906 $6.96M 0.05% +5,083 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 11,659 shares; 2025Q1: 11,817 shares; 2025Q2: 11,965 shares; 2025Q3: 11,482 shares; 2025Q4: 7,456 shares 7,456 $6.96M 0.05% -4,026 Timeline JVAL 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: 199,236 shares; 2024Q4: 197,309 shares; 2025Q1: 173,874 shares; 2025Q2: 158,665 shares; 2025Q3: 150,022 shares; 2025Q4: 141,350 shares 141,350 $6.94M 0.05% -8,672 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,055 shares; 2025Q1: 4,948 shares; 2025Q2: 10,718 shares; 2025Q3: 10,520 shares; 2025Q4: 10,241 shares 10,241 $6.93M 0.05% -279 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: 12,712 shares; 2024Q4: 8,595 shares; 2025Q1: 9,610 shares; 2025Q2: 8,598 shares; 2025Q3: 16,973 shares; 2025Q4: 18,061 shares 18,061 $6.92M 0.05% +1,088 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 22,843 shares; 2025Q1: 30,596 shares; 2025Q2: 34,276 shares; 2025Q3: 29,255 shares; 2025Q4: 31,875 shares 31,875 $6.92M 0.05% +2,620 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,138 shares; 2025Q2: 88,783 shares; 2025Q3: 113,312 shares; 2025Q4: 121,100 shares 121,100 $6.87M 0.05% +7,788 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: 15,848 shares; 2024Q4: 25,457 shares; 2025Q1: 49,421 shares; 2025Q2: 51,369 shares; 2025Q3: 62,790 shares; 2025Q4: 106,040 shares 106,040 $6.83M 0.05% +43,250 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: 31,651 shares; 2025Q3: 216,915 shares; 2025Q4: 235,612 shares 235,612 $6.8M 0.05% +18,697 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: 161,724 shares; 2024Q4: 244,869 shares; 2025Q1: 242,462 shares; 2025Q2: 242,353 shares; 2025Q3: 248,870 shares; 2025Q4: 246,839 shares 246,839 $6.79M 0.05% -2,031 Timeline BENJ HORIZON FDS More: the full row for HORIZON 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: 122,977 shares; 2025Q3: 132,017 shares; 2025Q4: 129,957 shares 129,957 $6.74M 0.05% -2,060 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: 379,215 shares; 2024Q4: 448,459 shares; 2025Q1: 54,224 shares; 2025Q2: 41,724 shares; 2025Q3: 127,476 shares; 2025Q4: 133,490 shares 133,490 $6.71M 0.05% +6,014 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,030 shares; 2024Q4: 75,175 shares; 2025Q1: 75,039 shares; 2025Q2: 170,492 shares; 2025Q3: 171,654 shares; 2025Q4: 167,041 shares 167,041 $6.7M 0.05% -4,613 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: 40,422 shares; 2024Q4: 51,197 shares; 2025Q1: 64,342 shares; 2025Q2: 67,990 shares; 2025Q3: 87,610 shares; 2025Q4: 121,717 shares 121,717 $6.67M 0.05% +34,107 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,506 shares; 2024Q4: 21,087 shares; 2025Q1: 82,822 shares; 2025Q2: 120,458 shares; 2025Q3: 124,985 shares; 2025Q4: 135,925 shares 135,925 $6.67M 0.05% +10,940 Timeline CLIP 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: 83,771 shares; 2024Q4: 96,150 shares; 2025Q1: 110,155 shares; 2025Q2: 88,863 shares; 2025Q3: 63,491 shares; 2025Q4: 66,437 shares 66,437 $6.65M 0.05% +2,946 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,443 shares; 2024Q4: 68,007 shares; 2025Q1: 67,404 shares; 2025Q2: 62,945 shares; 2025Q3: 63,796 shares; 2025Q4: 60,556 shares 60,556 $6.63M 0.05% -3,240 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: 198,029 shares; 2024Q4: 203,695 shares; 2025Q1: 213,968 shares; 2025Q2: 181,742 shares; 2025Q3: 195,654 shares; 2025Q4: 221,393 shares 221,393 $6.62M 0.05% +25,739 Timeline WEEL TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,938 shares; 2025Q4: 329,716 shares 329,716 $6.61M 0.05% +170,778 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: 15,954 shares; 2024Q4: 17,787 shares; 2025Q1: 18,180 shares; 2025Q2: 20,180 shares; 2025Q3: 9,770 shares; 2025Q4: 13,625 shares 13,625 $6.59M 0.05% +3,855 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: 5,754 shares; 2024Q4: 9,798 shares; 2025Q1: 11,904 shares; 2025Q2: 11,472 shares; 2025Q3: 12,653 shares; 2025Q4: 13,847 shares 13,847 $6.49M 0.05% +1,194 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,485 shares; 2024Q4: 64,932 shares; 2025Q1: 72,720 shares; 2025Q2: 73,396 shares; 2025Q3: 65,003 shares; 2025Q4: 51,391 shares 51,391 $6.47M 0.05% -13,612 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: 46,715 shares; 2024Q4: 41,121 shares; 2025Q1: 42,997 shares; 2025Q2: 43,666 shares; 2025Q3: 42,909 shares; 2025Q4: 41,299 shares 41,299 $6.39M 0.05% -1,610 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,087 shares; 2024Q4: 27,762 shares; 2025Q1: 38,735 shares; 2025Q2: 41,817 shares; 2025Q3: 36,693 shares; 2025Q4: 36,586 shares 36,586 $6.37M 0.05% -107 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,452 shares; 2024Q4: 320,975 shares; 2025Q1: 324,002 shares; 2025Q2: 341,095 shares; 2025Q3: 367,399 shares; 2025Q4: 365,934 shares 365,934 $6.35M 0.05% -1,465 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: 38,932 shares; 2024Q4: 38,933 shares; 2025Q1: 31,872 shares; 2025Q2: 33,111 shares; 2025Q3: 39,621 shares; 2025Q4: 42,962 shares 42,962 $6.3M 0.05% +3,341 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,844 shares; 2024Q4: 46,973 shares; 2025Q1: 49,285 shares; 2025Q2: 51,906 shares; 2025Q3: 54,971 shares; 2025Q4: 54,384 shares 54,384 $6.27M 0.05% -587 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,837 shares; 2024Q4: 68,740 shares; 2025Q1: 73,225 shares; 2025Q2: 82,219 shares; 2025Q3: 90,520 shares; 2025Q4: 95,949 shares 95,949 $6.24M 0.05% +5,429 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,311 shares; 2024Q4: 265,604 shares; 2025Q1: 228,981 shares; 2025Q2: 225,504 shares; 2025Q3: 208,420 shares; 2025Q4: 209,227 shares 209,227 $6.2M 0.05% +807 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,683 shares; 2024Q4: 74,510 shares; 2025Q1: 76,382 shares; 2025Q2: 82,495 shares; 2025Q3: 86,261 shares; 2025Q4: 84,811 shares 84,811 $6.17M 0.05% -1,450 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: 201,826 shares; 2024Q4: 229,524 shares; 2025Q1: 232,958 shares; 2025Q2: 257,379 shares; 2025Q3: 212,971 shares; 2025Q4: 169,665 shares 169,665 $6.15M 0.05% -43,306 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 21,192 shares; 2025Q1: 23,580 shares; 2025Q2: 22,689 shares; 2025Q3: 22,392 shares; 2025Q4: 21,341 shares 21,341 $6.14M 0.05% -1,051 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,298 shares; 2025Q1: 8,736 shares; 2025Q2: 10,294 shares; 2025Q3: 9,624 shares; 2025Q4: 7,273 shares 7,273 $6.12M 0.04% -2,351 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,453 shares; 2024Q4: 59,767 shares; 2025Q1: 69,799 shares; 2025Q2: 70,164 shares; 2025Q3: 69,478 shares; 2025Q4: 62,825 shares 62,825 $6.1M 0.04% -6,653 Timeline DFCF 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: 58,118 shares; 2024Q4: 73,998 shares; 2025Q1: 81,821 shares; 2025Q2: 127,848 shares; 2025Q3: 138,380 shares; 2025Q4: 143,133 shares 143,133 $6.09M 0.04% +4,753 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 12,004 shares; 2025Q1: 12,476 shares; 2025Q2: 12,293 shares; 2025Q3: 10,356 shares; 2025Q4: 11,023 shares 11,023 $6.08M 0.04% +667 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: 97,241 shares; 2024Q4: 99,943 shares; 2025Q1: 97,860 shares; 2025Q2: 111,683 shares; 2025Q3: 95,589 shares; 2025Q4: 123,295 shares 123,295 $6.07M 0.04% +27,706 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: 48,137 shares; 2024Q4: 50,629 shares; 2025Q1: 51,259 shares; 2025Q2: 52,458 shares; 2025Q3: 56,427 shares; 2025Q4: 57,423 shares 57,423 $6.06M 0.04% +996 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 17,713 shares; 2025Q1: 21,217 shares; 2025Q2: 24,044 shares; 2025Q3: 28,189 shares; 2025Q4: 32,575 shares 32,575 $6.05M 0.04% +4,386 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: 28,515 shares; 2024Q4: 30,580 shares; 2025Q1: 33,385 shares; 2025Q2: 36,550 shares; 2025Q3: 58,486 shares; 2025Q4: 63,409 shares 63,409 $6.05M 0.04% +4,923 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: 27,677 shares; 2024Q4: 30,076 shares; 2025Q1: 11,183 shares; 2025Q2: 26,999 shares; 2025Q3: 32,775 shares; 2025Q4: 62,412 shares 62,412 $6.01M 0.04% +29,637 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,205 shares; 2024Q4: 46,085 shares; 2025Q1: 50,411 shares; 2025Q2: 62,838 shares; 2025Q3: 83,233 shares; 2025Q4: 82,729 shares 82,729 $6M 0.04% -504 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,812 shares; 2024Q4: 102,884 shares; 2025Q1: 98,311 shares; 2025Q2: 89,340 shares; 2025Q3: 86,281 shares; 2025Q4: 84,261 shares 84,261 $5.98M 0.04% -2,020 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,952 shares; 2024Q4: 190,456 shares; 2025Q1: 141,961 shares; 2025Q2: 142,597 shares; 2025Q3: 120,717 shares; 2025Q4: 80,456 shares 80,456 $5.92M 0.04% -40,261 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,694 shares; 2024Q4: 209,120 shares; 2025Q1: 187,000 shares; 2025Q2: 176,386 shares; 2025Q3: 168,345 shares; 2025Q4: 146,354 shares 146,354 $5.92M 0.04% -21,991 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: 25,981 shares; 2024Q4: 25,410 shares; 2025Q1: 25,730 shares; 2025Q2: 31,421 shares; 2025Q3: 31,887 shares; 2025Q4: 24,001 shares 24,001 $5.91M 0.04% -7,886 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,718 shares; 2024Q4: 21,575 shares; 2025Q1: 18,868 shares; 2025Q2: 21,839 shares; 2025Q3: 19,165 shares; 2025Q4: 25,197 shares 25,197 $5.89M 0.04% +6,032 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: 44,775 shares; 2024Q4: 49,914 shares; 2025Q1: 83,876 shares; 2025Q2: 69,666 shares; 2025Q3: 70,692 shares; 2025Q4: 131,747 shares 131,747 $5.89M 0.04% +61,055 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,292 shares; 2025Q1: 227,005 shares; 2025Q2: 233,824 shares; 2025Q3: 241,644 shares; 2025Q4: 231,288 shares 231,288 $5.89M 0.04% -10,356 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,169 shares; 2024Q4: 253,354 shares; 2025Q1: 243,686 shares; 2025Q2: 242,239 shares; 2025Q3: 220,316 shares; 2025Q4: 209,965 shares 209,965 $5.88M 0.04% -10,351 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: not reported; 2025Q1: 57,673 shares; 2025Q2: 39,929 shares; 2025Q3: 45,322 shares; 2025Q4: 44,851 shares 44,851 $5.88M 0.04% -471 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 2,932 shares; 2025Q1: 42,253 shares; 2025Q2: 41,771 shares; 2025Q3: 39,801 shares; 2025Q4: 27,740 shares 27,740 $5.86M 0.04% -12,061 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: 28,319 shares; 2025Q2: 58,584 shares; 2025Q3: 162,709 shares; 2025Q4: 183,072 shares 183,072 $5.85M 0.04% +20,363 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: 28,456 shares; 2024Q4: 29,715 shares; 2025Q1: 32,256 shares; 2025Q2: 38,090 shares; 2025Q3: 37,703 shares; 2025Q4: 37,921 shares 37,921 $5.85M 0.04% +218 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: 32,423 shares; 2024Q4: 33,621 shares; 2025Q1: 34,672 shares; 2025Q2: 39,469 shares; 2025Q3: 42,790 shares; 2025Q4: 42,323 shares 42,323 $5.84M 0.04% -467 Timeline DFSD 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: 50,864 shares; 2024Q4: 69,714 shares; 2025Q1: 81,477 shares; 2025Q2: 99,085 shares; 2025Q3: 115,615 shares; 2025Q4: 121,306 shares 121,306 $5.82M 0.04% +5,691 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,862 shares 88,862 $5.81M 0.04% new 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: 63,004 shares; 2024Q4: 63,006 shares; 2025Q1: 69,913 shares; 2025Q2: 73,706 shares; 2025Q3: 78,358 shares; 2025Q4: 78,957 shares 78,957 $5.8M 0.04% +599 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,888 shares; 2024Q4: 47,510 shares; 2025Q1: 48,475 shares; 2025Q2: 49,437 shares; 2025Q3: 49,519 shares; 2025Q4: 46,043 shares 46,043 $5.77M 0.04% -3,476 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: 14,373 shares; 2024Q4: 14,131 shares; 2025Q1: 18,717 shares; 2025Q2: 23,756 shares; 2025Q3: 24,980 shares; 2025Q4: 28,026 shares 28,026 $5.75M 0.04% +3,046 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 11,021 shares; 2025Q1: 10,270 shares; 2025Q2: 96,592 shares; 2025Q3: 95,303 shares; 2025Q4: 69,996 shares 69,996 $5.74M 0.04% -25,307 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 9,163 shares; 2025Q1: 11,791 shares; 2025Q2: 12,857 shares; 2025Q3: 23,935 shares; 2025Q4: 25,224 shares 25,224 $5.71M 0.04% +1,289 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,013 shares; 2025Q2: 102,960 shares; 2025Q3: 130,348 shares; 2025Q4: 146,738 shares 146,738 $5.68M 0.04% +16,390 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: 12,216 shares; 2024Q4: 54,688 shares; 2025Q1: 12,963 shares; 2025Q2: 10,161 shares; 2025Q3: 28,707 shares; 2025Q4: 40,119 shares 40,119 $5.66M 0.04% +11,412 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,145 shares; 2025Q4: 219,915 shares 219,915 $5.63M 0.04% +175,770 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,463 shares; 2024Q4: 200,162 shares; 2025Q1: 350,088 shares; 2025Q2: 430,521 shares; 2025Q3: 472,168 shares; 2025Q4: 1,158,205 shares 1,158,205 $5.63M 0.04% +686,037 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,461 shares; 2024Q4: 14,873 shares; 2025Q1: 15,254 shares; 2025Q2: 16,136 shares; 2025Q3: 18,205 shares; 2025Q4: 16,526 shares 16,526 $5.61M 0.04% -1,679 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,002 shares; 2024Q4: 31,232 shares; 2025Q1: 32,138 shares; 2025Q2: 32,132 shares; 2025Q3: 32,641 shares; 2025Q4: 40,083 shares 40,083 $5.6M 0.04% +7,442 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: 50,766 shares; 2024Q4: 39,954 shares; 2025Q1: 69,102 shares; 2025Q2: 78,061 shares; 2025Q3: 72,861 shares; 2025Q4: 68,174 shares 68,174 $5.59M 0.04% -4,687 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,938 shares; 2024Q4: 135,773 shares; 2025Q1: 108,541 shares; 2025Q2: 95,852 shares; 2025Q3: 104,819 shares; 2025Q4: 120,662 shares 120,662 $5.59M 0.04% +15,843 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,287 shares; 2024Q4: 62,000 shares; 2025Q1: 69,363 shares; 2025Q2: 73,538 shares; 2025Q3: 73,945 shares; 2025Q4: 66,314 shares 66,314 $5.59M 0.04% -7,631 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,123 shares; 2024Q4: 57,752 shares; 2025Q1: 57,409 shares; 2025Q2: 39,411 shares; 2025Q3: 59,228 shares; 2025Q4: 61,957 shares 61,957 $5.58M 0.04% +2,729 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: 9,867 shares; 2024Q4: 16,179 shares; 2025Q1: 18,739 shares; 2025Q2: 26,182 shares; 2025Q3: 42,246 shares; 2025Q4: 49,300 shares 49,300 $5.58M 0.04% +7,054 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,482 shares; 2024Q4: 45,381 shares; 2025Q1: 45,368 shares; 2025Q2: 64,246 shares; 2025Q3: 65,189 shares; 2025Q4: 59,668 shares 59,668 $5.57M 0.04% -5,521 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: 94,869 shares; 2024Q4: 99,938 shares; 2025Q1: 105,704 shares; 2025Q2: 113,898 shares; 2025Q3: 120,156 shares; 2025Q4: 150,470 shares 150,470 $5.55M 0.04% +30,314 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 8,963 shares; 2025Q1: 9,573 shares; 2025Q2: 11,341 shares; 2025Q3: 10,348 shares; 2025Q4: 12,151 shares 12,151 $5.51M 0.04% +1,803 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 66,205 shares; 2025Q2: 114,332 shares; 2025Q3: 123,941 shares; 2025Q4: 109,841 shares 109,841 $5.51M 0.04% -14,100 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: 42,016 shares; 2024Q4: 88,566 shares; 2025Q1: 27,016 shares; 2025Q2: 27,681 shares; 2025Q3: 36,498 shares; 2025Q4: 36,870 shares 36,870 $5.49M 0.04% +372 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: 15,421 shares; 2024Q4: 62,169 shares; 2025Q1: 66,805 shares; 2025Q2: 68,289 shares; 2025Q3: 72,710 shares; 2025Q4: 81,823 shares 81,823 $5.49M 0.04% +9,113 Timeline DADS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,829 shares; 2025Q4: 289,864 shares 289,864 $5.49M 0.04% +78,035 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: 159,594 shares; 2024Q4: 316,428 shares; 2025Q1: 256,538 shares; 2025Q2: 103,994 shares; 2025Q3: 169,346 shares; 2025Q4: 236,764 shares 236,764 $5.45M 0.04% +67,418 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: 13,365 shares; 2024Q4: 15,264 shares; 2025Q1: 12,630 shares; 2025Q2: 44,881 shares; 2025Q3: 54,305 shares; 2025Q4: 63,490 shares 63,490 $5.45M 0.04% +9,185 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: 114,747 shares; 2024Q4: 61,751 shares; 2025Q1: 88,414 shares; 2025Q2: 106,322 shares; 2025Q3: 91,415 shares; 2025Q4: 90,424 shares 90,424 $5.44M 0.04% -991 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: 6,914 shares; 2024Q4: 10,007 shares; 2025Q1: 10,793 shares; 2025Q2: 10,620 shares; 2025Q3: 11,289 shares; 2025Q4: 18,590 shares 18,590 $5.4M 0.04% +7,301 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,919 shares; 2024Q4: 184,278 shares; 2025Q1: 182,002 shares; 2025Q2: 180,773 shares; 2025Q3: 182,393 shares; 2025Q4: 185,153 shares 185,153 $5.38M 0.04% +2,760 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: 10,392 shares; 2024Q4: 10,465 shares; 2025Q1: 13,727 shares; 2025Q2: 15,094 shares; 2025Q3: 15,240 shares; 2025Q4: 19,653 shares 19,653 $5.37M 0.04% +4,413 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: 10,804 shares; 2024Q4: 12,848 shares; 2025Q1: 13,647 shares; 2025Q2: 15,282 shares; 2025Q3: 14,269 shares; 2025Q4: 13,768 shares 13,768 $5.36M 0.04% -501 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: 197,860 shares; 2024Q4: 83,178 shares; 2025Q1: 58,824 shares; 2025Q2: 29,477 shares; 2025Q3: 106,200 shares; 2025Q4: 58,538 shares 58,538 $5.35M 0.04% -47,662 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: 8,092 shares; 2024Q4: not reported; 2025Q1: 15,521 shares; 2025Q2: 17,000 shares; 2025Q3: 17,807 shares; 2025Q4: 13,734 shares 13,734 $5.35M 0.04% -4,073 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 12,474 shares; 2025Q1: 12,618 shares; 2025Q2: 15,079 shares; 2025Q3: 17,400 shares; 2025Q4: 19,161 shares 19,161 $5.34M 0.04% +1,761 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: 48,244 shares; 2024Q4: 22,166 shares; 2025Q1: 40,489 shares; 2025Q2: 22,634 shares; 2025Q3: 18,984 shares; 2025Q4: 17,971 shares 17,971 $5.32M 0.04% -1,013 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,466 shares; 2024Q4: 389,690 shares; 2025Q1: 425,497 shares; 2025Q2: 438,982 shares; 2025Q3: 449,534 shares; 2025Q4: 334,880 shares 334,880 $5.31M 0.04% -114,654 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,513 shares; 2024Q4: 82,347 shares; 2025Q1: 59,831 shares; 2025Q2: 63,168 shares; 2025Q3: 47,681 shares; 2025Q4: 46,209 shares 46,209 $5.3M 0.04% -1,472 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,546 shares; 2024Q4: 163,559 shares; 2025Q1: 154,267 shares; 2025Q2: 148,462 shares; 2025Q3: 130,381 shares; 2025Q4: 125,911 shares 125,911 $5.23M 0.04% -4,470 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: 13,606 shares; 2024Q4: 13,706 shares; 2025Q1: 19,315 shares; 2025Q2: 24,295 shares; 2025Q3: 27,482 shares; 2025Q4: 20,223 shares 20,223 $5.2M 0.04% -7,259 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,253 shares; 2025Q2: 8,983 shares; 2025Q3: 10,195 shares; 2025Q4: 14,067 shares 14,067 $5.18M 0.04% +3,872 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: 19,917 shares; 2024Q4: 21,564 shares; 2025Q1: 26,676 shares; 2025Q2: 28,127 shares; 2025Q3: 31,253 shares; 2025Q4: 25,404 shares 25,404 $5.16M 0.04% -5,849 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,328 shares; 2024Q4: 24,150 shares; 2025Q1: 29,979 shares; 2025Q2: 27,412 shares; 2025Q3: 27,741 shares; 2025Q4: 27,750 shares 27,750 $5.15M 0.04% +9 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: 5,067 shares; 2024Q4: 10,158 shares; 2025Q1: 18,999 shares; 2025Q2: 23,775 shares; 2025Q3: 27,389 shares; 2025Q4: 31,689 shares 31,689 $5.11M 0.04% +4,300 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,560 shares; 2024Q4: 158,112 shares; 2025Q1: 145,571 shares; 2025Q2: 144,227 shares; 2025Q3: 133,026 shares; 2025Q4: 141,478 shares 141,478 $5.1M 0.04% +8,452 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,302 shares; 2024Q4: 21,518 shares; 2025Q1: 24,632 shares; 2025Q2: 27,751 shares; 2025Q3: 26,037 shares; 2025Q4: 25,361 shares 25,361 $5.1M 0.04% -676 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,613 shares; 2024Q4: 203,572 shares; 2025Q1: 213,368 shares; 2025Q2: 225,065 shares; 2025Q3: 252,198 shares; 2025Q4: 287,788 shares 287,788 $5.1M 0.04% +35,590 Timeline SHYL 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: 101,615 shares; 2024Q4: 106,814 shares; 2025Q1: 106,632 shares; 2025Q2: 105,575 shares; 2025Q3: 109,037 shares; 2025Q4: 112,433 shares 112,433 $5.06M 0.04% +3,396 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,489 shares; 2024Q4: 49,357 shares; 2025Q1: 52,349 shares; 2025Q2: 62,346 shares; 2025Q3: 66,053 shares; 2025Q4: 68,519 shares 68,519 $5.05M 0.04% +2,466 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 17,549 shares; 2025Q1: 17,192 shares; 2025Q2: 15,809 shares; 2025Q3: 16,407 shares; 2025Q4: 16,133 shares 16,133 $5.04M 0.04% -274 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: 4,398 shares; 2024Q4: 7,418 shares; 2025Q1: 8,314 shares; 2025Q2: 12,921 shares; 2025Q3: 12,551 shares; 2025Q4: 12,188 shares 12,188 $5.03M 0.04% -363 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: 9,542 shares; 2024Q4: 10,743 shares; 2025Q1: 11,193 shares; 2025Q2: 12,906 shares; 2025Q3: 13,912 shares; 2025Q4: 63,922 shares 63,922 $5.03M 0.04% +50,010 Timeline SHM 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: 104,491 shares; 2024Q4: 105,291 shares; 2025Q1: 103,461 shares; 2025Q2: 96,099 shares; 2025Q3: 105,122 shares; 2025Q4: 104,281 shares 104,281 $5M 0.04% -841 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,492 shares; 2024Q4: 114,644 shares; 2025Q1: 105,250 shares; 2025Q2: 99,102 shares; 2025Q3: 93,471 shares; 2025Q4: 71,409 shares 71,409 $4.98M 0.04% -22,062 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,417 shares; 2025Q2: 107,738 shares; 2025Q3: 108,382 shares; 2025Q4: 107,448 shares 107,448 $4.97M 0.04% -934 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: 293,073 shares; 2024Q4: 16,192 shares; 2025Q1: 28,416 shares; 2025Q2: 38,148 shares; 2025Q3: 41,373 shares; 2025Q4: 58,206 shares 58,206 $4.97M 0.04% +16,833 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: 161,048 shares; 2024Q4: 155,598 shares; 2025Q1: 153,310 shares; 2025Q2: 111,030 shares; 2025Q3: 109,130 shares; 2025Q4: 107,651 shares 107,651 $4.96M 0.04% -1,479 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,914 shares; 2024Q4: 54,670 shares; 2025Q1: 27,966 shares; 2025Q2: 15,115 shares; 2025Q3: 36,817 shares; 2025Q4: 38,823 shares 38,823 $4.96M 0.04% +2,006 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,268 shares; 2025Q1: 2,485 shares; 2025Q2: 11,846 shares; 2025Q3: 18,606 shares; 2025Q4: 29,251 shares 29,251 $4.96M 0.04% +10,645 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,562 shares; 2024Q4: 14,205 shares; 2025Q1: 14,416 shares; 2025Q2: 15,204 shares; 2025Q3: 13,650 shares; 2025Q4: 19,558 shares 19,558 $4.96M 0.04% +5,908 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: 32,482 shares; 2024Q4: 52,545 shares; 2025Q1: 28,974 shares; 2025Q2: 22,008 shares; 2025Q3: 21,445 shares; 2025Q4: 35,115 shares 35,115 $4.96M 0.04% +13,670 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: 2,915 shares; 2024Q4: 2,938 shares; 2025Q1: 3,356 shares; 2025Q2: 54,087 shares; 2025Q3: 51,813 shares; 2025Q4: 54,052 shares 54,052 $4.93M 0.04% +2,239 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 19,458 shares; 2025Q1: 19,844 shares; 2025Q2: 22,154 shares; 2025Q3: 24,141 shares; 2025Q4: 28,871 shares 28,871 $4.92M 0.04% +4,730 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,765 shares; 2025Q1: 9,898 shares; 2025Q2: 16,250 shares; 2025Q3: 17,619 shares; 2025Q4: 34,683 shares 34,683 $4.9M 0.04% +17,064 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: 43,297 shares; 2024Q4: 46,240 shares; 2025Q1: 45,539 shares; 2025Q2: 52,272 shares; 2025Q3: 51,200 shares; 2025Q4: 61,868 shares 61,868 $4.89M 0.04% +10,668 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 27,746 shares; 2025Q1: 29,330 shares; 2025Q2: 31,061 shares; 2025Q3: 33,468 shares; 2025Q4: 33,930 shares 33,930 $4.89M 0.04% +462 Timeline HIMU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,750 shares; 2025Q3: 93,961 shares; 2025Q4: 100,327 shares 100,327 $4.88M 0.04% +6,366 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 30,625 shares; 2025Q1: 30,951 shares; 2025Q2: 29,640 shares; 2025Q3: 30,242 shares; 2025Q4: 28,722 shares 28,722 $4.88M 0.04% -1,520 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,496 shares; 2024Q4: 10,280 shares; 2025Q1: 12,782 shares; 2025Q2: 20,474 shares; 2025Q3: 26,678 shares; 2025Q4: 31,469 shares 31,469 $4.88M 0.04% +4,791 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: 4,298 shares; 2024Q4: 4,349 shares; 2025Q1: 4,893 shares; 2025Q2: 5,115 shares; 2025Q3: 5,490 shares; 2025Q4: 5,538 shares 5,538 $4.87M 0.04% +48 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: 18,144 shares; 2024Q4: 18,658 shares; 2025Q1: 18,218 shares; 2025Q2: 17,888 shares; 2025Q3: 14,947 shares; 2025Q4: 16,733 shares 16,733 $4.85M 0.04% +1,786 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,925 shares; 2024Q4: 34,430 shares; 2025Q1: 35,215 shares; 2025Q2: 35,808 shares; 2025Q3: 27,831 shares; 2025Q4: 26,894 shares 26,894 $4.85M 0.04% -937 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,770 shares; 2024Q4: 24,334 shares; 2025Q1: 25,621 shares; 2025Q2: 26,335 shares; 2025Q3: 24,232 shares; 2025Q4: 23,988 shares 23,988 $4.83M 0.04% -244 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,392 shares; 2024Q4: 45,113 shares; 2025Q1: 45,248 shares; 2025Q2: 48,684 shares; 2025Q3: 44,899 shares; 2025Q4: 42,453 shares 42,453 $4.83M 0.04% -2,446 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: 28,389 shares; 2024Q4: 36,318 shares; 2025Q1: 43,110 shares; 2025Q2: 37,169 shares; 2025Q3: 42,345 shares; 2025Q4: 33,624 shares 33,624 $4.83M 0.04% -8,721 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,848 shares; 2024Q4: 39,602 shares; 2025Q1: 29,288 shares; 2025Q2: not reported; 2025Q3: 150,914 shares; 2025Q4: 163,667 shares 163,667 $4.82M 0.04% +12,753 Timeline SCHI 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: 20,104 shares; 2024Q4: 33,923 shares; 2025Q1: 38,850 shares; 2025Q2: 38,554 shares; 2025Q3: 41,494 shares; 2025Q4: 208,918 shares 208,918 $4.8M 0.04% +167,424 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,182 shares; 2024Q4: 118,215 shares; 2025Q1: 78,286 shares; 2025Q2: 79,871 shares; 2025Q3: 88,621 shares; 2025Q4: 89,879 shares 89,879 $4.8M 0.04% +1,258 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: 29,361 shares; 2024Q4: 30,061 shares; 2025Q1: 32,785 shares; 2025Q2: 33,079 shares; 2025Q3: 37,407 shares; 2025Q4: 39,881 shares 39,881 $4.78M 0.04% +2,474 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,331 shares; 2024Q4: 47,592 shares; 2025Q1: 45,123 shares; 2025Q2: 42,640 shares; 2025Q3: 44,412 shares; 2025Q4: 59,279 shares 59,279 $4.74M 0.03% +14,867 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 11,789 shares; 2025Q1: 15,720 shares; 2025Q2: 25,137 shares; 2025Q3: 24,846 shares; 2025Q4: 27,690 shares 27,690 $4.74M 0.03% +2,844 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,780 shares; 2024Q4: 65,102 shares; 2025Q1: 78,802 shares; 2025Q2: 102,143 shares; 2025Q3: 115,800 shares; 2025Q4: 126,816 shares 126,816 $4.74M 0.03% +11,016 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,696 shares; 2024Q4: 46,596 shares; 2025Q1: 46,156 shares; 2025Q2: 49,251 shares; 2025Q3: 43,996 shares; 2025Q4: 41,892 shares 41,892 $4.7M 0.03% -2,104 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,339 shares; 2024Q4: 39,045 shares; 2025Q1: 36,958 shares; 2025Q2: 34,912 shares; 2025Q3: 32,428 shares; 2025Q4: 28,768 shares 28,768 $4.7M 0.03% -3,660 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: 20,826 shares; 2024Q4: 339,988 shares; 2025Q1: 21,146 shares; 2025Q2: 19,165 shares; 2025Q3: 124,348 shares; 2025Q4: 16,961 shares 16,961 $4.7M 0.03% -107,387 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: 18,805 shares; 2024Q4: 35,520 shares; 2025Q1: 39,800 shares; 2025Q2: 40,548 shares; 2025Q3: 41,660 shares; 2025Q4: 41,561 shares 41,561 $4.69M 0.03% -99 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,848 shares; 2025Q2: 166,214 shares; 2025Q3: 184,510 shares; 2025Q4: 197,522 shares 197,522 $4.68M 0.03% +13,012 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,010 shares; 2024Q4: 59,631 shares; 2025Q1: 60,112 shares; 2025Q2: 67,844 shares; 2025Q3: 74,472 shares; 2025Q4: 78,396 shares 78,396 $4.67M 0.03% +3,924 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,742 shares; 2024Q4: 5,160 shares; 2025Q1: 30,422 shares; 2025Q2: 33,961 shares; 2025Q3: 38,245 shares; 2025Q4: 56,805 shares 56,805 $4.59M 0.03% +18,560 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,166 shares; 2024Q4: 31,061 shares; 2025Q1: 103,090 shares; 2025Q2: 92,032 shares; 2025Q3: 93,712 shares; 2025Q4: 95,741 shares 95,741 $4.58M 0.03% +2,029 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: 25,078 shares; 2024Q4: 23,361 shares; 2025Q1: 21,329 shares; 2025Q2: 20,877 shares; 2025Q3: 20,924 shares; 2025Q4: 20,355 shares 20,355 $4.57M 0.03% -569 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,508 shares; 2024Q4: 142,577 shares; 2025Q1: 123,729 shares; 2025Q2: 116,889 shares; 2025Q3: 111,817 shares; 2025Q4: 88,214 shares 88,214 $4.55M 0.03% -23,603 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 5,616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,369 shares; 2025Q4: 26,368 shares 26,368 $4.54M 0.03% +18,999 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,286 shares; 2024Q4: 71,179 shares; 2025Q1: 72,866 shares; 2025Q2: 83,259 shares; 2025Q3: 88,502 shares; 2025Q4: 93,600 shares 93,600 $4.54M 0.03% +5,098 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,192 shares; 2024Q4: 125,139 shares; 2025Q1: 117,276 shares; 2025Q2: 109,102 shares; 2025Q3: 109,336 shares; 2025Q4: 97,043 shares 97,043 $4.53M 0.03% -12,293 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,830 shares; 2024Q4: 68,658 shares; 2025Q1: 109,428 shares; 2025Q2: 105,438 shares; 2025Q3: 92,668 shares; 2025Q4: 74,977 shares 74,977 $4.53M 0.03% -17,691 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: 20,671 shares; 2024Q4: 34,899 shares; 2025Q1: 36,265 shares; 2025Q2: 47,634 shares; 2025Q3: 39,644 shares; 2025Q4: 40,975 shares 40,975 $4.51M 0.03% +1,331 Timeline DFAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,619 shares; 2025Q3: 12,055 shares; 2025Q4: 196,935 shares 196,935 $4.51M 0.03% +184,880 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: 66,678 shares; 2024Q4: 53,953 shares; 2025Q1: 50,171 shares; 2025Q2: 52,029 shares; 2025Q3: 43,938 shares; 2025Q4: 56,702 shares 56,702 $4.5M 0.03% +12,764 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: 8,739 shares; 2024Q4: 37,856 shares; 2025Q1: 39,690 shares; 2025Q2: 38,330 shares; 2025Q3: 33,764 shares; 2025Q4: 36,214 shares 36,214 $4.45M 0.03% +2,450 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: not reported; 2025Q1: 2,453 shares; 2025Q2: 3,346 shares; 2025Q3: 6,315 shares; 2025Q4: 16,162 shares 16,162 $4.45M 0.03% +9,847 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,665 shares; 2024Q4: 297,996 shares; 2025Q1: 277,254 shares; 2025Q2: 260,123 shares; 2025Q3: 126,338 shares; 2025Q4: 87,224 shares 87,224 $4.44M 0.03% -39,114 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,036 shares; 2024Q4: 121,495 shares; 2025Q1: 99,104 shares; 2025Q2: 109,865 shares; 2025Q3: 104,233 shares; 2025Q4: 100,972 shares 100,972 $4.41M 0.03% -3,261 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,195 shares; 2025Q3: 47,048 shares; 2025Q4: 63,124 shares 63,124 $4.4M 0.03% +16,076 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,711 shares; 2024Q4: 88,020 shares; 2025Q1: 102,579 shares; 2025Q2: 92,829 shares; 2025Q3: 100,460 shares; 2025Q4: 104,045 shares 104,045 $4.36M 0.03% +3,585 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: 11,275 shares; 2024Q4: 10,994 shares; 2025Q1: 8,743 shares; 2025Q2: 9,149 shares; 2025Q3: 8,395 shares; 2025Q4: 7,113 shares 7,113 $4.35M 0.03% -1,282 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,246 shares; 2024Q4: 27,601 shares; 2025Q1: 24,070 shares; 2025Q2: 35,412 shares; 2025Q3: 35,718 shares; 2025Q4: 34,080 shares 34,080 $4.35M 0.03% -1,638 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,357 shares; 2024Q4: 118,549 shares; 2025Q1: 105,129 shares; 2025Q2: 134,938 shares; 2025Q3: 141,343 shares; 2025Q4: 145,491 shares 145,491 $4.34M 0.03% +4,148 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,751 shares; 2024Q4: 16,364 shares; 2025Q1: 16,664 shares; 2025Q2: 20,373 shares; 2025Q3: 20,310 shares; 2025Q4: 30,149 shares 30,149 $4.33M 0.03% +9,839 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: 96,174 shares; 2024Q4: 92,483 shares; 2025Q1: 84,838 shares; 2025Q2: 88,760 shares; 2025Q3: 84,934 shares; 2025Q4: 64,899 shares 64,899 $4.31M 0.03% -20,035 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,737 shares; 2025Q3: 92,091 shares; 2025Q4: 98,658 shares 98,658 $4.3M 0.03% +6,567 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: 43,346 shares; 2024Q4: 45,071 shares; 2025Q1: 49,380 shares; 2025Q2: 24,342 shares; 2025Q3: 20,622 shares; 2025Q4: 22,399 shares 22,399 $4.29M 0.03% +1,777 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: 12,491 shares; 2024Q4: 58,412 shares; 2025Q1: 14,778 shares; 2025Q2: 12,985 shares; 2025Q3: 12,833 shares; 2025Q4: 12,687 shares 12,687 $4.28M 0.03% -146 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: 118,178 shares; 2024Q4: 52,028 shares; 2025Q1: 70,932 shares; 2025Q2: 73,697 shares; 2025Q3: 75,984 shares; 2025Q4: 124,743 shares 124,743 $4.27M 0.03% +48,759 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,863 shares; 2024Q4: 15,025 shares; 2025Q1: 21,346 shares; 2025Q2: 23,300 shares; 2025Q3: 26,678 shares; 2025Q4: 45,138 shares 45,138 $4.25M 0.03% +18,460 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: 24,660 shares; 2024Q4: 81,431 shares; 2025Q1: 104,477 shares; 2025Q2: 117,081 shares; 2025Q3: 149,208 shares; 2025Q4: 162,046 shares 162,046 $4.25M 0.03% +12,838 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: 1,449,664 shares; 2024Q4: 297,009 shares; 2025Q1: 162,094 shares; 2025Q2: 93,910 shares; 2025Q3: 78,795 shares; 2025Q4: 74,481 shares 74,481 $4.23M 0.03% -4,314 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,917 shares; 2024Q4: 153,218 shares; 2025Q1: 137,934 shares; 2025Q2: 126,457 shares; 2025Q3: 135,724 shares; 2025Q4: 140,065 shares 140,065 $4.23M 0.03% +4,341 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,506 shares; 2024Q4: 244,323 shares; 2025Q1: 217,283 shares; 2025Q2: 195,013 shares; 2025Q3: 195,984 shares; 2025Q4: 163,401 shares 163,401 $4.22M 0.03% -32,583 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,934 shares; 2024Q4: 25,903 shares; 2025Q1: 27,518 shares; 2025Q2: 31,944 shares; 2025Q3: 30,677 shares; 2025Q4: 29,669 shares 29,669 $4.21M 0.03% -1,008 Timeline XDSQ 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: 19,900 shares; 2025Q2: 75,231 shares; 2025Q3: 88,408 shares; 2025Q4: 101,068 shares 101,068 $4.21M 0.03% +12,660 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,008 shares; 2025Q1: 6,372 shares; 2025Q2: 13,957 shares; 2025Q3: 21,202 shares; 2025Q4: 21,297 shares 21,297 $4.2M 0.03% +95 Timeline