IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,526,939 shares; 2024Q4: 1,552,135 shares; 2025Q1: 1,449,283 shares; 2025Q2: 851,043 shares; 2025Q3: 872,931 shares; 2025Q4: 895,413 shares 895,413 $613M 5.2% +22,482 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: 895,916 shares; 2024Q4: 947,689 shares; 2025Q1: 1,450,465 shares; 2025Q2: 1,655,804 shares; 2025Q3: 1,757,032 shares; 2025Q4: 2,467,550 shares 2,467,550 $523M 4.43% +710,518 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: 3,801,919 shares; 2024Q4: 3,817,542 shares; 2025Q1: 3,942,984 shares; 2025Q2: 3,628,273 shares; 2025Q3: 3,575,069 shares; 2025Q4: 3,631,582 shares 3,631,582 $448M 3.79% +56,513 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122,870 shares; 2024Q4: 1,211,575 shares; 2025Q1: 2,312,613 shares; 2025Q2: 4,407,918 shares; 2025Q3: 5,111,634 shares; 2025Q4: 6,317,046 shares 6,317,046 $425M 3.6% +1,205,412 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: 5,710,211 shares; 2024Q4: 6,175,871 shares; 2025Q1: 5,028,548 shares; 2025Q2: 7,223,191 shares; 2025Q3: 6,423,874 shares; 2025Q4: 5,908,212 shares 5,908,212 $422M 3.58% -515,662 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: 12,498,157 shares; 2024Q4: 10,898,086 shares; 2025Q1: 10,891,893 shares; 2025Q2: 10,426,975 shares; 2025Q3: 8,927,097 shares; 2025Q4: 8,603,823 shares 8,603,823 $400M 3.39% -323,274 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: 54,015 shares; 2024Q4: 58,163 shares; 2025Q1: not reported; 2025Q2: 561,729 shares; 2025Q3: 994,293 shares; 2025Q4: 1,007,306 shares 1,007,306 $345M 2.93% +13,013 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: 2,037,197 shares; 2024Q4: 2,190,121 shares; 2025Q1: 2,489,669 shares; 2025Q2: 2,464,931 shares; 2025Q3: 1,983,749 shares; 2025Q4: 1,085,153 shares 1,085,153 $216M 1.83% -898,596 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,241,802 shares; 2025Q4: 5,733,012 shares 5,733,012 $191M 1.62% +491,210 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: 182,375 shares; 2024Q4: 204,710 shares; 2025Q1: 1,059,355 shares; 2025Q2: 1,425,450 shares; 2025Q3: 1,901,799 shares; 2025Q4: 1,827,475 shares 1,827,475 $186M 1.57% -74,324 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: 43,907 shares; 2024Q4: 507,294 shares; 2025Q1: not reported; 2025Q2: 457,403 shares; 2025Q3: 523,868 shares; 2025Q4: 711,023 shares 711,023 $178M 1.51% +187,155 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: 401,620 shares; 2024Q4: 468,966 shares; 2025Q1: not reported; 2025Q2: 529,895 shares; 2025Q3: 552,156 shares; 2025Q4: 554,177 shares 554,177 $151M 1.28% +2,021 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: 2,274,232 shares; 2024Q4: 2,550,422 shares; 2025Q1: 2,814,004 shares; 2025Q2: 3,093,882 shares; 2025Q3: 3,354,038 shares; 2025Q4: 3,575,791 shares 3,575,791 $142M 1.2% +221,753 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: 201,465 shares; 2024Q4: 238,354 shares; 2025Q1: not reported; 2025Q2: 264,391 shares; 2025Q3: 274,007 shares; 2025Q4: 279,092 shares 279,092 $135M 1.14% +5,085 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: 159,037 shares; 2024Q4: 166,740 shares; 2025Q1: 155,382 shares; 2025Q2: 174,955 shares; 2025Q3: 184,554 shares; 2025Q4: 191,335 shares 191,335 $130M 1.11% +6,781 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: 10,286 shares; 2024Q4: 682,854 shares; 2025Q1: 1,374,967 shares; 2025Q2: 1,013,335 shares; 2025Q3: 1,590,982 shares; 2025Q4: 1,552,909 shares 1,552,909 $126M 1.07% -38,073 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: 1,473,560 shares; 2024Q4: 1,619,778 shares; 2025Q1: 1,331,733 shares; 2025Q2: 1,327,842 shares; 2025Q3: 1,353,322 shares; 2025Q4: 1,323,631 shares 1,323,631 $126M 1.07% -29,691 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: 402,589 shares; 2024Q4: 1,688,980 shares; 2025Q1: 2,182,955 shares; 2025Q2: 2,793,121 shares; 2025Q3: 3,233,030 shares; 2025Q4: 3,646,617 shares 3,646,617 $119M 1.01% +413,587 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: 25,464 shares; 2024Q4: 22,284 shares; 2025Q1: 19,654 shares; 2025Q2: 21,270 shares; 2025Q3: 483,301 shares; 2025Q4: 492,214 shares 492,214 $106M 0.9% +8,913 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: 1,454,229 shares; 2024Q4: 1,509,692 shares; 2025Q1: 1,497,794 shares; 2025Q2: 1,515,341 shares; 2025Q3: 1,748,170 shares; 2025Q4: 1,785,539 shares 1,785,539 $94.2M 0.8% +37,369 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: 272,508 shares; 2024Q4: 322,381 shares; 2025Q1: not reported; 2025Q2: 372,096 shares; 2025Q3: 396,432 shares; 2025Q4: 406,691 shares 406,691 $93.9M 0.8% +10,259 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: 197,998 shares; 2024Q4: 231,919 shares; 2025Q1: 245,725 shares; 2025Q2: 243,797 shares; 2025Q3: 279,300 shares; 2025Q4: 291,205 shares 291,205 $91.1M 0.77% +11,905 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: 9,147 shares; 2024Q4: 10,109 shares; 2025Q1: 13,626 shares; 2025Q2: 1,722,609 shares; 2025Q3: 1,766,685 shares; 2025Q4: 1,808,188 shares 1,808,188 $90.4M 0.77% +41,503 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746,137 shares; 2024Q4: 1,963,877 shares; 2025Q1: 2,064,742 shares; 2025Q2: 2,263,046 shares; 2025Q3: 2,453,225 shares; 2025Q4: 2,610,843 shares 2,610,843 $90M 0.76% +157,618 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: 3,479,907 shares; 2025Q4: 3,493,640 shares 3,493,640 $89.5M 0.76% +13,733 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: 1,560,452 shares; 2024Q4: 1,695,182 shares; 2025Q1: 1,787,044 shares; 2025Q2: 1,972,731 shares; 2025Q3: 2,148,265 shares; 2025Q4: 2,285,721 shares 2,285,721 $86.9M 0.74% +137,456 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: 745,032 shares; 2024Q4: 806,460 shares; 2025Q1: 852,655 shares; 2025Q2: 920,220 shares; 2025Q3: 934,705 shares; 2025Q4: 1,018,422 shares 1,018,422 $81.7M 0.69% +83,717 Timeline AVUS 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: 519,704 shares; 2024Q4: 610,396 shares; 2025Q1: 531,661 shares; 2025Q2: 597,681 shares; 2025Q3: 665,412 shares; 2025Q4: 727,765 shares 727,765 $81.3M 0.69% +62,353 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: 1,600,150 shares; 2024Q4: 1,654,198 shares; 2025Q1: 1,873,561 shares; 2025Q2: 1,558,485 shares; 2025Q3: 1,554,582 shares; 2025Q4: 1,731,970 shares 1,731,970 $76.9M 0.65% +177,388 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,701 shares; 2024Q4: 363,179 shares; 2025Q1: not reported; 2025Q2: 359,315 shares; 2025Q3: 322,811 shares; 2025Q4: 336,436 shares 336,436 $73.9M 0.63% +13,625 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: 207,917 shares; 2024Q4: 234,305 shares; 2025Q1: 253,274 shares; 2025Q2: 267,629 shares; 2025Q3: 277,748 shares; 2025Q4: 278,965 shares 278,965 $72M 0.61% +1,217 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: 199,824 shares; 2024Q4: 204,557 shares; 2025Q1: 202,762 shares; 2025Q2: 204,663 shares; 2025Q3: 204,186 shares; 2025Q4: 210,575 shares 210,575 $70.6M 0.6% +6,389 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: 472,205 shares; 2024Q4: 575,001 shares; 2025Q1: 557,049 shares; 2025Q2: 553,973 shares; 2025Q3: 610,516 shares; 2025Q4: 638,232 shares 638,232 $63.7M 0.54% +27,716 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: 130,726 shares; 2024Q4: 150,308 shares; 2025Q1: 160,041 shares; 2025Q2: 164,222 shares; 2025Q3: 170,716 shares; 2025Q4: 177,576 shares 177,576 $61.5M 0.52% +6,860 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: 64,352 shares; 2024Q4: 79,419 shares; 2025Q1: 86,228 shares; 2025Q2: 83,532 shares; 2025Q3: 98,390 shares; 2025Q4: 88,300 shares 88,300 $58.3M 0.49% -10,090 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262,708 shares; 2024Q4: 1,381,380 shares; 2025Q1: 1,440,087 shares; 2025Q2: 1,551,634 shares; 2025Q3: 1,603,456 shares; 2025Q4: 1,687,512 shares 1,687,512 $55.6M 0.47% +84,056 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811,598 shares; 2024Q4: 801,673 shares; 2025Q1: not reported; 2025Q2: 743,458 shares; 2025Q3: 726,655 shares; 2025Q4: 716,455 shares 716,455 $54.3M 0.46% -10,200 Timeline BDVL 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: 1,991,343 shares; 2025Q4: 2,122,293 shares 2,122,293 $52.6M 0.45% +130,950 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: 758,220 shares; 2024Q4: 809,442 shares; 2025Q1: 825,001 shares; 2025Q2: 846,824 shares; 2025Q3: 811,537 shares; 2025Q4: 831,843 shares 831,843 $52M 0.44% +20,306 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: 117,561 shares; 2024Q4: 139,906 shares; 2025Q1: not reported; 2025Q2: 157,589 shares; 2025Q3: 155,891 shares; 2025Q4: 158,702 shares 158,702 $51.1M 0.43% +2,811 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: 70,211 shares; 2024Q4: 86,637 shares; 2025Q1: 92,598 shares; 2025Q2: 99,695 shares; 2025Q3: 111,789 shares; 2025Q4: 110,731 shares 110,731 $49.8M 0.42% -1,058 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: 576,536 shares; 2024Q4: 849,304 shares; 2025Q1: 893,883 shares; 2025Q2: 810,277 shares; 2025Q3: 876,543 shares; 2025Q4: 882,294 shares 882,294 $48.3M 0.41% +5,751 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,541 shares; 2024Q4: 357,884 shares; 2025Q1: not reported; 2025Q2: 390,168 shares; 2025Q3: 450,042 shares; 2025Q4: 426,328 shares 426,328 $47M 0.4% -23,714 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: 384,812 shares; 2024Q4: 432,668 shares; 2025Q1: not reported; 2025Q2: 473,118 shares; 2025Q3: 473,562 shares; 2025Q4: 492,822 shares 492,822 $46.3M 0.39% +19,260 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: 45,215 shares; 2024Q4: 67,308 shares; 2025Q1: 87,318 shares; 2025Q2: 94,287 shares; 2025Q3: 94,419 shares; 2025Q4: 97,704 shares 97,704 $46.2M 0.39% +3,285 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: 289,526 shares; 2024Q4: 350,041 shares; 2025Q1: 422,886 shares; 2025Q2: 444,194 shares; 2025Q3: 517,290 shares; 2025Q4: 572,169 shares 572,169 $44.1M 0.37% +54,879 Timeline DIHP 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: 786,706 shares; 2024Q4: 875,436 shares; 2025Q1: 938,235 shares; 2025Q2: 1,027,563 shares; 2025Q3: 1,128,743 shares; 2025Q4: 1,201,556 shares 1,201,556 $38M 0.32% +72,813 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: 429,698 shares; 2024Q4: 439,220 shares; 2025Q1: 453,675 shares; 2025Q2: 701,192 shares; 2025Q3: 737,272 shares; 2025Q4: 775,052 shares 775,052 $37.2M 0.31% +37,780 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: 108,616 shares; 2024Q4: 135,627 shares; 2025Q1: 195,359 shares; 2025Q2: 237,877 shares; 2025Q3: 238,609 shares; 2025Q4: 238,835 shares 238,835 $37M 0.31% +226 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: 105,169 shares; 2024Q4: 107,428 shares; 2025Q1: not reported; 2025Q2: 109,114 shares; 2025Q3: 114,047 shares; 2025Q4: 116,216 shares 116,216 $36.5M 0.31% +2,169 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: 53,731 shares; 2024Q4: 60,092 shares; 2025Q1: 63,408 shares; 2025Q2: 68,228 shares; 2025Q3: 70,437 shares; 2025Q4: 71,946 shares 71,946 $36.2M 0.31% +1,509 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: 128,221 shares; 2024Q4: 168,232 shares; 2025Q1: not reported; 2025Q2: 175,667 shares; 2025Q3: 198,334 shares; 2025Q4: 197,888 shares 197,888 $35.2M 0.3% -446 Timeline LCTU 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: 439,121 shares; 2024Q4: 444,144 shares; 2025Q1: 445,952 shares; 2025Q2: 455,019 shares; 2025Q3: 465,864 shares; 2025Q4: 471,671 shares 471,671 $34.9M 0.3% +5,807 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,922 shares; 2024Q4: 449,921 shares; 2025Q1: 447,378 shares; 2025Q2: 431,593 shares; 2025Q3: 425,326 shares; 2025Q4: 418,638 shares 418,638 $34.5M 0.29% -6,688 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: 20,822 shares; 2024Q4: 27,035 shares; 2025Q1: 32,463 shares; 2025Q2: 40,945 shares; 2025Q3: 46,304 shares; 2025Q4: 54,891 shares 54,891 $34.4M 0.29% +8,587 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: 913,398 shares; 2024Q4: 931,780 shares; 2025Q1: 966,309 shares; 2025Q2: 867,095 shares; 2025Q3: 224,653 shares; 2025Q4: 168,610 shares 168,610 $33.7M 0.29% -56,043 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,176 shares; 2024Q4: 198,243 shares; 2025Q1: 266,829 shares; 2025Q2: 266,551 shares; 2025Q3: 271,273 shares; 2025Q4: 333,022 shares 333,022 $32.1M 0.27% +61,749 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: 636,597 shares; 2024Q4: 681,531 shares; 2025Q1: 702,028 shares; 2025Q2: 614,170 shares; 2025Q3: 642,113 shares; 2025Q4: 680,408 shares 680,408 $31.9M 0.27% +38,295 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: 387,836 shares; 2024Q4: 306,923 shares; 2025Q1: 294,950 shares; 2025Q2: 389,575 shares; 2025Q3: 296,852 shares; 2025Q4: 352,147 shares 352,147 $31.5M 0.27% +55,295 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: 176,833 shares; 2024Q4: 199,841 shares; 2025Q1: 231,877 shares; 2025Q2: 256,092 shares; 2025Q3: 272,103 shares; 2025Q4: 279,956 shares 279,956 $31.2M 0.26% +7,853 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: 268,804 shares; 2024Q4: 285,316 shares; 2025Q1: 166,700 shares; 2025Q2: 166,132 shares; 2025Q3: 222,934 shares; 2025Q4: 205,942 shares 205,942 $30.7M 0.26% -16,992 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,809 shares; 2024Q4: 420,225 shares; 2025Q1: 430,923 shares; 2025Q2: 443,412 shares; 2025Q3: 461,921 shares; 2025Q4: 486,505 shares 486,505 $30.3M 0.26% +24,584 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: 16,893 shares; 2024Q4: 19,274 shares; 2025Q1: 23,661 shares; 2025Q2: 23,900 shares; 2025Q3: 25,402 shares; 2025Q4: 28,113 shares 28,113 $30.2M 0.26% +2,711 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,548 shares; 2025Q4: 381,331 shares 381,331 $30M 0.25% +32,783 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: 4,994 shares; 2024Q4: 13,558 shares; 2025Q1: 18,413 shares; 2025Q2: 67,033 shares; 2025Q3: 65,705 shares; 2025Q4: 79,893 shares 79,893 $29.8M 0.25% +14,188 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: 596,345 shares; 2024Q4: 654,372 shares; 2025Q1: 701,051 shares; 2025Q2: 772,818 shares; 2025Q3: 844,759 shares; 2025Q4: 900,442 shares 900,442 $29.3M 0.25% +55,683 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: 189,185 shares; 2024Q4: 238,365 shares; 2025Q1: 393,324 shares; 2025Q2: 475,892 shares; 2025Q3: 331,718 shares; 2025Q4: 309,667 shares 309,667 $29.2M 0.25% -22,051 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,624 shares; 2024Q4: 138,456 shares; 2025Q1: not reported; 2025Q2: 282,131 shares; 2025Q3: 331,141 shares; 2025Q4: 406,575 shares 406,575 $28.9M 0.24% +75,434 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: 47,925 shares; 2024Q4: 53,121 shares; 2025Q1: not reported; 2025Q2: 49,507 shares; 2025Q3: 50,096 shares; 2025Q4: 50,439 shares 50,439 $28.8M 0.24% +343 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: 285,796 shares; 2024Q4: 313,807 shares; 2025Q1: 312,908 shares; 2025Q2: 330,410 shares; 2025Q3: 354,052 shares; 2025Q4: 363,838 shares 363,838 $28.7M 0.24% +9,786 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,827 shares; 2024Q4: 1,000,830 shares; 2025Q1: not reported; 2025Q2: 1,053,689 shares; 2025Q3: 1,231,527 shares; 2025Q4: 1,181,085 shares 1,181,085 $28.4M 0.24% -50,442 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,043 shares; 2024Q4: 330,302 shares; 2025Q1: 250,116 shares; 2025Q2: 278,983 shares; 2025Q3: 309,404 shares; 2025Q4: 339,802 shares 339,802 $28M 0.24% +30,398 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: 139,196 shares; 2024Q4: 154,938 shares; 2025Q1: 207,284 shares; 2025Q2: 206,411 shares; 2025Q3: 207,429 shares; 2025Q4: 222,590 shares 222,590 $27.4M 0.23% +15,161 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: 21,596 shares; 2024Q4: 29,034 shares; 2025Q1: 39,919 shares; 2025Q2: 39,436 shares; 2025Q3: 41,121 shares; 2025Q4: 43,943 shares 43,943 $27M 0.23% +2,822 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889,341 shares; 2024Q4: 938,759 shares; 2025Q1: 956,675 shares; 2025Q2: 935,204 shares; 2025Q3: 940,588 shares; 2025Q4: 1,034,253 shares 1,034,253 $26.7M 0.23% +93,665 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: 2,390,758 shares; 2024Q4: 2,926,949 shares; 2025Q1: 1,581,470 shares; 2025Q2: 1,598,189 shares; 2025Q3: 417,288 shares; 2025Q4: 232,614 shares 232,614 $26.5M 0.22% -184,674 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: 1,590,071 shares; 2024Q4: 973,981 shares; 2025Q1: 656,307 shares; 2025Q2: 860,725 shares; 2025Q3: 948,583 shares; 2025Q4: 1,127,713 shares 1,127,713 $26M 0.22% +179,130 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: 339,226 shares; 2024Q4: 358,874 shares; 2025Q1: 371,046 shares; 2025Q2: 375,423 shares; 2025Q3: 417,092 shares; 2025Q4: 441,665 shares 441,665 $25.9M 0.22% +24,573 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: 97,957 shares; 2024Q4: 99,934 shares; 2025Q1: 119,310 shares; 2025Q2: 130,635 shares; 2025Q3: 139,169 shares; 2025Q4: 135,077 shares 135,077 $25.8M 0.22% -4,092 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,223 shares; 2024Q4: 996,942 shares; 2025Q1: 971,376 shares; 2025Q2: 935,127 shares; 2025Q3: 850,669 shares; 2025Q4: 877,665 shares 877,665 $25.7M 0.22% +26,996 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880,171 shares; 2024Q4: 1,927,133 shares; 2025Q1: 1,855,163 shares; 2025Q2: 1,829,083 shares; 2025Q3: 1,881,511 shares; 2025Q4: 1,879,538 shares 1,879,538 $24.9M 0.21% -1,973 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: 69,285 shares; 2024Q4: 87,664 shares; 2025Q1: not reported; 2025Q2: 103,789 shares; 2025Q3: 109,857 shares; 2025Q4: 108,435 shares 108,435 $24.8M 0.21% -1,422 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: 148,842 shares; 2024Q4: 187,351 shares; 2025Q1: not reported; 2025Q2: 238,978 shares; 2025Q3: 262,089 shares; 2025Q4: 319,098 shares 319,098 $24.6M 0.21% +57,009 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: 109,978 shares; 2024Q4: 118,598 shares; 2025Q1: 155,622 shares; 2025Q2: 152,970 shares; 2025Q3: 109,779 shares; 2025Q4: 151,218 shares 151,218 $23.4M 0.2% +41,439 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,177 shares; 2024Q4: 413,602 shares; 2025Q1: not reported; 2025Q2: 485,338 shares; 2025Q3: 553,486 shares; 2025Q4: 545,412 shares 545,412 $23.4M 0.2% -8,074 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: 12,245 shares; 2024Q4: 19,086 shares; 2025Q1: 21,892 shares; 2025Q2: 23,432 shares; 2025Q3: 24,388 shares; 2025Q4: 247,565 shares 247,565 $23.2M 0.2% +223,177 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: 70,520 shares; 2024Q4: 84,765 shares; 2025Q1: 97,305 shares; 2025Q2: 99,031 shares; 2025Q3: 136,204 shares; 2025Q4: 152,057 shares 152,057 $23.2M 0.2% +15,853 Timeline AVIG 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: 322,339 shares; 2024Q4: 380,867 shares; 2025Q1: 428,538 shares; 2025Q2: 464,250 shares; 2025Q3: 505,426 shares; 2025Q4: 552,061 shares 552,061 $23.1M 0.2% +46,635 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,069 shares; 2024Q4: 59,009 shares; 2025Q1: 61,238 shares; 2025Q2: not reported; 2025Q3: 68,806 shares; 2025Q4: 74,405 shares 74,405 $22.9M 0.19% +5,599 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: 82,287 shares; 2024Q4: 77,539 shares; 2025Q1: 100,307 shares; 2025Q2: 84,401 shares; 2025Q3: 86,704 shares; 2025Q4: 110,041 shares 110,041 $22.8M 0.19% +23,337 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,834 shares; 2024Q4: 166,729 shares; 2025Q1: 172,260 shares; 2025Q2: 171,561 shares; 2025Q3: 174,555 shares; 2025Q4: 176,189 shares 176,189 $22.7M 0.19% +1,634 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,112 shares; 2024Q4: 318,047 shares; 2025Q1: 306,992 shares; 2025Q2: 294,976 shares; 2025Q3: 317,693 shares; 2025Q4: 347,634 shares 347,634 $20.8M 0.18% +29,941 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: 19,287 shares; 2024Q4: 24,264 shares; 2025Q1: 27,717 shares; 2025Q2: 49,571 shares; 2025Q3: 86,303 shares; 2025Q4: 84,625 shares 84,625 $20.8M 0.18% -1,678 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,403 shares; 2024Q4: 99,232 shares; 2025Q1: not reported; 2025Q2: 129,824 shares; 2025Q3: 138,972 shares; 2025Q4: 171,587 shares 171,587 $20.6M 0.17% +32,615 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: 49,966 shares; 2024Q4: 61,988 shares; 2025Q1: 64,550 shares; 2025Q2: 66,912 shares; 2025Q3: 65,313 shares; 2025Q4: 67,604 shares 67,604 $20.5M 0.17% +2,291 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: not reported; 2025Q3: 398,657 shares; 2025Q4: 421,652 shares 421,652 $20.5M 0.17% +22,995 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: 244,422 shares; 2024Q4: 226,665 shares; 2025Q1: 247,838 shares; 2025Q2: 285,184 shares; 2025Q3: 300,752 shares; 2025Q4: 310,653 shares 310,653 $20.5M 0.17% +9,901 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,224 shares; 2024Q4: 79,915 shares; 2025Q1: 135,501 shares; 2025Q2: 242,051 shares; 2025Q3: 175,636 shares; 2025Q4: 171,550 shares 171,550 $20.2M 0.17% -4,086 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: 10,469 shares; 2024Q4: 83,998 shares; 2025Q1: 73,218 shares; 2025Q2: 86,939 shares; 2025Q3: 94,847 shares; 2025Q4: 95,748 shares 95,748 $20.1M 0.17% +901 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: 83,953 shares; 2024Q4: 103,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,791 shares; 2025Q4: 194,456 shares 194,456 $19.8M 0.17% +24,665 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: 20,816 shares; 2024Q4: 23,830 shares; 2025Q1: not reported; 2025Q2: 28,014 shares; 2025Q3: 29,103 shares; 2025Q4: 22,949 shares 22,949 $19.8M 0.17% -6,154 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: 186,935 shares; 2024Q4: 211,996 shares; 2025Q1: 221,298 shares; 2025Q2: 224,705 shares; 2025Q3: 233,529 shares; 2025Q4: 234,218 shares 234,218 $19.6M 0.17% +689 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: 127,420 shares; 2024Q4: 150,175 shares; 2025Q1: 180,514 shares; 2025Q2: 189,770 shares; 2025Q3: 204,937 shares; 2025Q4: 288,124 shares 288,124 $19.3M 0.16% +83,187 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: 8,658 shares; 2024Q4: 31,354 shares; 2025Q1: not reported; 2025Q2: 93,775 shares; 2025Q3: 558,712 shares; 2025Q4: 576,120 shares 576,120 $18.9M 0.16% +17,408 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: 84,791 shares; 2024Q4: 100,826 shares; 2025Q1: 108,884 shares; 2025Q2: 113,307 shares; 2025Q3: 117,938 shares; 2025Q4: 114,629 shares 114,629 $18.4M 0.16% -3,309 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: 45,922 shares; 2024Q4: 48,064 shares; 2025Q1: 49,433 shares; 2025Q2: 45,949 shares; 2025Q3: 46,646 shares; 2025Q4: 46,221 shares 46,221 $18.3M 0.16% -425 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,069 shares; 2024Q4: 281,147 shares; 2025Q1: 231,154 shares; 2025Q2: 240,919 shares; 2025Q3: 396,352 shares; 2025Q4: 385,647 shares 385,647 $18.1M 0.15% -10,705 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: 62,994 shares; 2024Q4: 41,617 shares; 2025Q1: 44,978 shares; 2025Q2: 49,205 shares; 2025Q3: 48,885 shares; 2025Q4: 49,998 shares 49,998 $18M 0.15% +1,113 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,052 shares; 2024Q4: 105,307 shares; 2025Q1: 145,717 shares; 2025Q2: 149,814 shares; 2025Q3: 165,368 shares; 2025Q4: 241,513 shares 241,513 $17.8M 0.15% +76,145 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: 182,984 shares; 2024Q4: 184,528 shares; 2025Q1: not reported; 2025Q2: 200,835 shares; 2025Q3: 213,372 shares; 2025Q4: 209,571 shares 209,571 $17.7M 0.15% -3,801 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,025 shares; 2024Q4: 463,821 shares; 2025Q1: 501,576 shares; 2025Q2: 392,790 shares; 2025Q3: 300,505 shares; 2025Q4: 305,490 shares 305,490 $17.6M 0.15% +4,985 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 22,081 shares; 2025Q1: 26,513 shares; 2025Q2: 36,120 shares; 2025Q3: 37,935 shares; 2025Q4: 39,547 shares 39,547 $17.6M 0.15% +1,612 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: 41,650 shares; 2024Q4: 48,477 shares; 2025Q1: not reported; 2025Q2: 51,687 shares; 2025Q3: 53,920 shares; 2025Q4: 50,980 shares 50,980 $17.5M 0.15% -2,940 Timeline TFI 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: 79,037 shares; 2024Q4: 123,243 shares; 2025Q1: 117,679 shares; 2025Q2: 136,476 shares; 2025Q3: 337,212 shares; 2025Q4: 382,973 shares 382,973 $17.5M 0.15% +45,761 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,047 shares; 2024Q4: 361,643 shares; 2025Q1: 372,822 shares; 2025Q2: 352,058 shares; 2025Q3: 616,564 shares; 2025Q4: 602,287 shares 602,287 $17.4M 0.15% -14,277 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: 64,062 shares; 2024Q4: 71,306 shares; 2025Q1: 80,800 shares; 2025Q2: 89,678 shares; 2025Q3: 96,510 shares; 2025Q4: 120,710 shares 120,710 $17.3M 0.15% +24,200 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,831 shares; 2025Q1: 63,272 shares; 2025Q2: 127,778 shares; 2025Q3: 145,921 shares; 2025Q4: 152,736 shares 152,736 $17.3M 0.15% +6,815 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: 233,327 shares; 2024Q4: 290,982 shares; 2025Q1: 290,720 shares; 2025Q2: 299,130 shares; 2025Q3: 352,707 shares; 2025Q4: 354,278 shares 354,278 $17.1M 0.15% +1,571 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567,026 shares; 2024Q4: 521,308 shares; 2025Q1: 513,668 shares; 2025Q2: 594,111 shares; 2025Q3: 703,779 shares; 2025Q4: 730,645 shares 730,645 $17.1M 0.14% +26,866 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,056 shares; 2024Q4: 277,432 shares; 2025Q1: 359,991 shares; 2025Q2: 435,611 shares; 2025Q3: 461,046 shares; 2025Q4: 614,926 shares 614,926 $16.3M 0.14% +153,880 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: 101,827 shares; 2024Q4: 110,317 shares; 2025Q1: not reported; 2025Q2: 123,718 shares; 2025Q3: 127,293 shares; 2025Q4: 132,844 shares 132,844 $16M 0.14% +5,551 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: 74,921 shares; 2024Q4: 86,154 shares; 2025Q1: 89,774 shares; 2025Q2: 87,318 shares; 2025Q3: 112,476 shares; 2025Q4: 111,134 shares 111,134 $15.9M 0.13% -1,342 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,815 shares; 2024Q4: 630,641 shares; 2025Q1: 657,942 shares; 2025Q2: 646,275 shares; 2025Q3: 679,028 shares; 2025Q4: 674,865 shares 674,865 $15.6M 0.13% -4,163 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: 72,909 shares; 2024Q4: 36,655 shares; 2025Q1: 98,787 shares; 2025Q2: 106,305 shares; 2025Q3: 165,443 shares; 2025Q4: 272,889 shares 272,889 $15.5M 0.13% +107,446 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: 25,335 shares; 2024Q4: 76,252 shares; 2025Q1: 104,294 shares; 2025Q2: 165,854 shares; 2025Q3: 137,273 shares; 2025Q4: 129,280 shares 129,280 $15.4M 0.13% -7,993 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,725 shares; 2024Q4: 306,307 shares; 2025Q1: 318,469 shares; 2025Q2: 309,875 shares; 2025Q3: 311,857 shares; 2025Q4: 310,476 shares 310,476 $15.4M 0.13% -1,381 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: 38,775 shares; 2024Q4: 62,913 shares; 2025Q1: 71,835 shares; 2025Q2: not reported; 2025Q3: 75,273 shares; 2025Q4: 83,631 shares 83,631 $15.3M 0.13% +8,358 Timeline PSK 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: 368,094 shares; 2024Q4: 417,139 shares; 2025Q1: 465,468 shares; 2025Q2: 464,183 shares; 2025Q3: 528,890 shares; 2025Q4: 481,133 shares 481,133 $15.2M 0.13% -47,757 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: 97,511 shares; 2024Q4: 109,464 shares; 2025Q1: 128,381 shares; 2025Q2: 157,722 shares; 2025Q3: 189,425 shares; 2025Q4: 213,918 shares 213,918 $14.9M 0.13% +24,493 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: 20,762 shares; 2024Q4: 22,526 shares; 2025Q1: 24,490 shares; 2025Q2: 20,186 shares; 2025Q3: 21,842 shares; 2025Q4: 25,788 shares 25,788 $14.8M 0.13% +3,946 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: 20,560 shares; 2024Q4: 24,679 shares; 2025Q1: not reported; 2025Q2: 62,646 shares; 2025Q3: 60,447 shares; 2025Q4: 60,291 shares 60,291 $14.6M 0.12% -156 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: 54,392 shares; 2025Q1: not reported; 2025Q2: 88,861 shares; 2025Q3: 100,786 shares; 2025Q4: 110,952 shares 110,952 $14.5M 0.12% +10,166 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: 64,206 shares; 2024Q4: 75,213 shares; 2025Q1: 77,591 shares; 2025Q2: 89,396 shares; 2025Q3: 92,938 shares; 2025Q4: 93,960 shares 93,960 $14.4M 0.12% +1,022 Timeline DGS 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: 188,325 shares; 2024Q4: 206,962 shares; 2025Q1: 215,173 shares; 2025Q2: 233,048 shares; 2025Q3: 238,973 shares; 2025Q4: 249,868 shares 249,868 $14.3M 0.12% +10,895 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: 123,858 shares; 2024Q4: 146,670 shares; 2025Q1: 141,471 shares; 2025Q2: not reported; 2025Q3: 153,732 shares; 2025Q4: 175,583 shares 175,583 $14.2M 0.12% +21,851 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,343 shares; 2024Q4: 83,253 shares; 2025Q1: 68,300 shares; 2025Q2: not reported; 2025Q3: 72,033 shares; 2025Q4: 118,310 shares 118,310 $14.1M 0.12% +46,277 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: 604,825 shares; 2024Q4: 590,800 shares; 2025Q1: 609,472 shares; 2025Q2: not reported; 2025Q3: 393,123 shares; 2025Q4: 411,793 shares 411,793 $13.9M 0.12% +18,670 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,706 shares; 2024Q4: 213,979 shares; 2025Q1: not reported; 2025Q2: 304,441 shares; 2025Q3: 314,001 shares; 2025Q4: 365,293 shares 365,293 $13.9M 0.12% +51,292 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: 19,851 shares; 2024Q4: 47,543 shares; 2025Q1: 54,315 shares; 2025Q2: 60,056 shares; 2025Q3: 70,683 shares; 2025Q4: 74,819 shares 74,819 $13.8M 0.12% +4,136 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,494 shares; 2024Q4: 369,341 shares; 2025Q1: 385,795 shares; 2025Q2: 406,406 shares; 2025Q3: 405,479 shares; 2025Q4: 655,084 shares 655,084 $13.8M 0.12% +249,605 Timeline AVSC 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: 126,359 shares; 2024Q4: 155,206 shares; 2025Q1: not reported; 2025Q2: 194,290 shares; 2025Q3: 215,168 shares; 2025Q4: 233,189 shares 233,189 $13.7M 0.12% +18,021 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,729 shares; 2024Q4: 157,098 shares; 2025Q1: 115,826 shares; 2025Q2: 126,737 shares; 2025Q3: 157,620 shares; 2025Q4: 140,915 shares 140,915 $13.7M 0.12% -16,705 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: 109,644 shares; 2024Q4: 121,479 shares; 2025Q1: 140,027 shares; 2025Q2: 174,031 shares; 2025Q3: 204,264 shares; 2025Q4: 229,451 shares 229,451 $13.7M 0.12% +25,187 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: 108,746 shares; 2024Q4: 212,995 shares; 2025Q1: not reported; 2025Q2: 50,171 shares; 2025Q3: 115,479 shares; 2025Q4: 127,064 shares 127,064 $13.6M 0.11% +11,585 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: 106,366 shares; 2024Q4: 120,843 shares; 2025Q1: not reported; 2025Q2: 145,656 shares; 2025Q3: 152,308 shares; 2025Q4: 143,006 shares 143,006 $13.3M 0.11% -9,302 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: 190,443 shares; 2024Q4: 221,712 shares; 2025Q1: 248,082 shares; 2025Q2: 334,921 shares; 2025Q3: 363,930 shares; 2025Q4: 320,874 shares 320,874 $13.1M 0.11% -43,056 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,023 shares; 2024Q4: 326,441 shares; 2025Q1: 370,459 shares; 2025Q2: 373,269 shares; 2025Q3: 463,466 shares; 2025Q4: 512,915 shares 512,915 $13M 0.11% +49,449 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,605 shares; 2024Q4: 82,201 shares; 2025Q1: 84,831 shares; 2025Q2: 88,979 shares; 2025Q3: 165,341 shares; 2025Q4: 172,957 shares 172,957 $13M 0.11% +7,616 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: 7,662 shares; 2024Q4: 8,741 shares; 2025Q1: 15,075 shares; 2025Q2: 15,717 shares; 2025Q3: 14,810 shares; 2025Q4: 14,649 shares 14,649 $12.9M 0.11% -161 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: 58,369 shares; 2024Q4: 65,883 shares; 2025Q1: 74,803 shares; 2025Q2: 86,529 shares; 2025Q3: 95,269 shares; 2025Q4: 110,145 shares 110,145 $12.9M 0.11% +14,876 Timeline DISV 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: 121,556 shares; 2024Q4: 144,577 shares; 2025Q1: 170,669 shares; 2025Q2: 212,291 shares; 2025Q3: 254,902 shares; 2025Q4: 336,978 shares 336,978 $12.8M 0.11% +82,076 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,148 shares; 2024Q4: 238,353 shares; 2025Q1: not reported; 2025Q2: 215,786 shares; 2025Q3: 204,577 shares; 2025Q4: 201,808 shares 201,808 $12.8M 0.11% -2,769 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: 235,341 shares; 2024Q4: 337,600 shares; 2025Q1: not reported; 2025Q2: 554,689 shares; 2025Q3: 580,212 shares; 2025Q4: 512,882 shares 512,882 $12.7M 0.11% -67,330 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: 174,455 shares; 2024Q4: 184,742 shares; 2025Q1: 189,745 shares; 2025Q2: 194,442 shares; 2025Q3: 201,829 shares; 2025Q4: 218,396 shares 218,396 $12.6M 0.11% +16,567 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: 208,895 shares; 2024Q4: 82,691 shares; 2025Q1: 102,682 shares; 2025Q2: 130,800 shares; 2025Q3: 127,805 shares; 2025Q4: 129,646 shares 129,646 $12.4M 0.11% +1,841 Timeline SCHQ 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: 109,836 shares; 2024Q4: 46,904 shares; 2025Q1: not reported; 2025Q2: 198,526 shares; 2025Q3: 184,705 shares; 2025Q4: 388,612 shares 388,612 $12.3M 0.1% +203,907 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: 6,521 shares; 2024Q4: 26,765 shares; 2025Q1: 34,494 shares; 2025Q2: 31,776 shares; 2025Q3: 41,863 shares; 2025Q4: 243,147 shares 243,147 $12.3M 0.1% +201,284 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: 5,687 shares; 2024Q4: 10,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,140 shares; 2025Q4: 13,885 shares 13,885 $12.2M 0.1% +745 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: 9,349 shares; 2024Q4: 42,169 shares; 2025Q1: 84,748 shares; 2025Q2: 70,596 shares; 2025Q3: 105,572 shares; 2025Q4: 142,121 shares 142,121 $12.1M 0.1% +36,549 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: 23,932 shares; 2024Q4: 29,300 shares; 2025Q1: 56,078 shares; 2025Q2: 63,774 shares; 2025Q3: 65,361 shares; 2025Q4: 68,012 shares 68,012 $12.1M 0.1% +2,651 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: 18,498 shares; 2024Q4: 23,101 shares; 2025Q1: 62,038 shares; 2025Q2: 78,806 shares; 2025Q3: 79,811 shares; 2025Q4: 205,600 shares 205,600 $11.9M 0.1% +125,789 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 30,917 shares; 2025Q1: 31,400 shares; 2025Q2: 32,815 shares; 2025Q3: 33,989 shares; 2025Q4: 34,580 shares 34,580 $11.9M 0.1% +591 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: 11,816 shares; 2025Q1: not reported; 2025Q2: 11,769 shares; 2025Q3: 11,289 shares; 2025Q4: 11,093 shares 11,093 $11.9M 0.1% -196 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,947 shares; 2024Q4: 61,983 shares; 2025Q1: 63,518 shares; 2025Q2: 60,953 shares; 2025Q3: 62,359 shares; 2025Q4: 66,515 shares 66,515 $11.8M 0.1% +4,156 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,127 shares 131,127 $11.8M 0.1% new 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: 13,726 shares; 2024Q4: 14,348 shares; 2025Q1: 16,000 shares; 2025Q2: 20,890 shares; 2025Q3: 19,176 shares; 2025Q4: 17,445 shares 17,445 $11.8M 0.1% -1,731 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: 114,430 shares; 2024Q4: 129,174 shares; 2025Q1: 154,396 shares; 2025Q2: 160,114 shares; 2025Q3: 193,137 shares; 2025Q4: 249,891 shares 249,891 $11.7M 0.1% +56,754 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: 23,743 shares; 2024Q4: 29,095 shares; 2025Q1: 34,686 shares; 2025Q2: 46,756 shares; 2025Q3: 55,245 shares; 2025Q4: 59,633 shares 59,633 $11.6M 0.1% +4,388 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,203 shares; 2024Q4: 57,962 shares; 2025Q1: not reported; 2025Q2: 97,097 shares; 2025Q3: 121,652 shares; 2025Q4: 120,522 shares 120,522 $11.6M 0.1% -1,130 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,571 shares; 2024Q4: 45,688 shares; 2025Q1: 56,422 shares; 2025Q2: 62,680 shares; 2025Q3: 161,291 shares; 2025Q4: 176,932 shares 176,932 $11.5M 0.1% +15,641 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: 162,190 shares; 2024Q4: 200,960 shares; 2025Q1: 183,747 shares; 2025Q2: 195,806 shares; 2025Q3: 201,841 shares; 2025Q4: 208,973 shares 208,973 $11.2M 0.1% +7,132 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: 7,400 shares; 2024Q4: 12,273 shares; 2025Q1: 12,187 shares; 2025Q2: 13,959 shares; 2025Q3: 16,467 shares; 2025Q4: 16,832 shares 16,832 $11.2M 0.09% +365 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: 59,791 shares; 2024Q4: 73,308 shares; 2025Q1: 78,829 shares; 2025Q2: 91,352 shares; 2025Q3: 89,912 shares; 2025Q4: 88,845 shares 88,845 $11.1M 0.09% -1,067 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: 87,160 shares; 2024Q4: 104,157 shares; 2025Q1: 100,739 shares; 2025Q2: 94,974 shares; 2025Q3: 112,231 shares; 2025Q4: 149,561 shares 149,561 $11.1M 0.09% +37,330 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: 14,688 shares; 2024Q4: 16,934 shares; 2025Q1: 20,984 shares; 2025Q2: 24,566 shares; 2025Q3: 23,409 shares; 2025Q4: 22,613 shares 22,613 $11M 0.09% -796 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,076 shares; 2025Q2: 119,509 shares; 2025Q3: 174,451 shares; 2025Q4: 183,724 shares 183,724 $10.9M 0.09% +9,273 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: 25,957 shares; 2024Q4: 25,711 shares; 2025Q1: 30,191 shares; 2025Q2: 35,116 shares; 2025Q3: 36,892 shares; 2025Q4: 37,875 shares 37,875 $10.8M 0.09% +983 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: 49,621 shares; 2024Q4: 59,346 shares; 2025Q1: 69,729 shares; 2025Q2: 74,793 shares; 2025Q3: 78,036 shares; 2025Q4: 79,458 shares 79,458 $10.7M 0.09% +1,422 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,713 shares; 2024Q4: 112,527 shares; 2025Q1: 121,829 shares; 2025Q2: 178,793 shares; 2025Q3: 147,527 shares; 2025Q4: 137,771 shares 137,771 $10.7M 0.09% -9,756 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,139 shares; 2025Q4: 331,020 shares 331,020 $10.6M 0.09% +130,881 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: 14,940 shares; 2024Q4: 15,724 shares; 2025Q1: 19,591 shares; 2025Q2: not reported; 2025Q3: 18,264 shares; 2025Q4: 18,416 shares 18,416 $10.4M 0.09% +152 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,769 shares; 2024Q4: 151,333 shares; 2025Q1: not reported; 2025Q2: 160,647 shares; 2025Q3: 151,307 shares; 2025Q4: 418,736 shares 418,736 $10.2M 0.09% +267,429 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,851 shares; 2024Q4: 92,829 shares; 2025Q1: 102,492 shares; 2025Q2: 134,390 shares; 2025Q3: 116,664 shares; 2025Q4: 224,175 shares 224,175 $10.2M 0.09% +107,511 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: 9,946 shares; 2024Q4: 10,734 shares; 2025Q1: 11,311 shares; 2025Q2: 8,249 shares; 2025Q3: 7,808 shares; 2025Q4: 9,501 shares 9,501 $10.2M 0.09% +1,693 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: 31,404 shares; 2024Q4: 34,744 shares; 2025Q1: 39,064 shares; 2025Q2: 31,066 shares; 2025Q3: 30,469 shares; 2025Q4: 31,005 shares 31,005 $10.1M 0.09% +536 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: 29,268 shares; 2024Q4: 36,373 shares; 2025Q1: 33,074 shares; 2025Q2: 55,485 shares; 2025Q3: 58,513 shares; 2025Q4: 70,824 shares 70,824 $9.99M 0.08% +12,311 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: 21,875 shares; 2024Q4: 28,753 shares; 2025Q1: 40,533 shares; 2025Q2: 74,728 shares; 2025Q3: 78,816 shares; 2025Q4: 80,979 shares 80,979 $9.94M 0.08% +2,163 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: 12,398 shares; 2024Q4: 13,366 shares; 2025Q1: 13,474 shares; 2025Q2: 21,829 shares; 2025Q3: 28,834 shares; 2025Q4: 36,379 shares 36,379 $9.93M 0.08% +7,545 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: 19,775 shares; 2024Q4: 21,714 shares; 2025Q1: 22,167 shares; 2025Q2: 22,905 shares; 2025Q3: 24,537 shares; 2025Q4: 23,256 shares 23,256 $9.92M 0.08% -1,281 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: 62,601 shares; 2024Q4: 77,312 shares; 2025Q1: 88,980 shares; 2025Q2: 89,674 shares; 2025Q3: 103,876 shares; 2025Q4: 106,786 shares 106,786 $9.82M 0.08% +2,910 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,839 shares; 2024Q4: 116,006 shares; 2025Q1: 117,801 shares; 2025Q2: 351,256 shares; 2025Q3: 387,778 shares; 2025Q4: 360,322 shares 360,322 $9.8M 0.08% -27,456 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 19,305 shares; 2025Q1: 20,288 shares; 2025Q2: 19,657 shares; 2025Q3: 22,245 shares; 2025Q4: 20,090 shares 20,090 $9.72M 0.08% -2,155 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: 28,396 shares; 2024Q4: 44,236 shares; 2025Q1: 45,305 shares; 2025Q2: 40,291 shares; 2025Q3: 42,961 shares; 2025Q4: 70,580 shares 70,580 $9.66M 0.08% +27,619 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: 20,783 shares; 2024Q4: 24,426 shares; 2025Q1: 42,455 shares; 2025Q2: 45,101 shares; 2025Q3: 44,942 shares; 2025Q4: 46,705 shares 46,705 $9.6M 0.08% +1,763 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,693 shares; 2025Q1: 324,429 shares; 2025Q2: 289,843 shares; 2025Q3: 347,300 shares; 2025Q4: 335,467 shares 335,467 $9.58M 0.08% -11,833 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,716 shares; 2024Q4: 21,791 shares; 2025Q1: 22,023 shares; 2025Q2: 22,097 shares; 2025Q3: 20,293 shares; 2025Q4: 19,458 shares 19,458 $9.54M 0.08% -835 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,772 shares; 2024Q4: 367,703 shares; 2025Q1: 372,947 shares; 2025Q2: 517,426 shares; 2025Q3: 238,783 shares; 2025Q4: 367,554 shares 367,554 $9.52M 0.08% +128,771 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,624 shares; 2024Q4: 204,398 shares; 2025Q1: 211,349 shares; 2025Q2: 214,836 shares; 2025Q3: 218,767 shares; 2025Q4: 231,771 shares 231,771 $9.47M 0.08% +13,004 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: 100,079 shares; 2024Q4: 167,806 shares; 2025Q1: not reported; 2025Q2: 146,525 shares; 2025Q3: 150,663 shares; 2025Q4: 156,784 shares 156,784 $9.43M 0.08% +6,121 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: 135,815 shares; 2024Q4: 145,522 shares; 2025Q1: not reported; 2025Q2: 140,163 shares; 2025Q3: 118,299 shares; 2025Q4: 117,468 shares 117,468 $9.43M 0.08% -831 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: 148,295 shares; 2024Q4: 174,861 shares; 2025Q1: 182,304 shares; 2025Q2: 184,829 shares; 2025Q3: 168,845 shares; 2025Q4: 175,706 shares 175,706 $9.38M 0.08% +6,861 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: 8,129 shares; 2024Q4: 14,384 shares; 2025Q1: 7,656 shares; 2025Q2: 79,490 shares; 2025Q3: 84,667 shares; 2025Q4: 96,712 shares 96,712 $9.31M 0.08% +12,045 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: 11,559 shares; 2024Q4: 18,342 shares; 2025Q1: 11,439 shares; 2025Q2: 83,065 shares; 2025Q3: 79,746 shares; 2025Q4: 91,785 shares 91,785 $9.21M 0.08% +12,039 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: 51,540 shares; 2024Q4: 43,413 shares; 2025Q1: not reported; 2025Q2: 50,704 shares; 2025Q3: 39,786 shares; 2025Q4: 42,955 shares 42,955 $9.2M 0.08% +3,169 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,575 shares; 2024Q4: 34,738 shares; 2025Q1: not reported; 2025Q2: 34,396 shares; 2025Q3: 37,257 shares; 2025Q4: 35,377 shares 35,377 $9.15M 0.08% -1,880 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: 108,046 shares; 2024Q4: 117,284 shares; 2025Q1: 115,909 shares; 2025Q2: 94,867 shares; 2025Q3: 82,693 shares; 2025Q4: 85,007 shares 85,007 $9.07M 0.08% +2,314 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: 105,553 shares; 2024Q4: 110,872 shares; 2025Q1: 53,549 shares; 2025Q2: 66,745 shares; 2025Q3: 104,032 shares; 2025Q4: 202,183 shares 202,183 $9.04M 0.08% +98,151 Timeline RING 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: not reported; 2024Q4: 129,495 shares; 2025Q1: 110,641 shares; 2025Q2: 108,164 shares; 2025Q3: 102,088 shares; 2025Q4: 122,728 shares 122,728 $9.04M 0.08% +20,640 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: 19,687 shares; 2024Q4: 20,732 shares; 2025Q1: not reported; 2025Q2: 22,681 shares; 2025Q3: 26,161 shares; 2025Q4: 29,079 shares 29,079 $8.89M 0.08% +2,918 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: 17,495 shares; 2024Q4: 20,024 shares; 2025Q1: 23,895 shares; 2025Q2: 27,966 shares; 2025Q3: 28,461 shares; 2025Q4: 29,972 shares 29,972 $8.88M 0.08% +1,511 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,329 shares; 2024Q4: 38,331 shares; 2025Q1: 34,751 shares; 2025Q2: 73,398 shares; 2025Q3: 103,544 shares; 2025Q4: 92,685 shares 92,685 $8.81M 0.07% -10,859 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,778 shares; 2024Q4: 137,927 shares; 2025Q1: 217,622 shares; 2025Q2: 223,720 shares; 2025Q3: 199,103 shares; 2025Q4: 183,717 shares 183,717 $8.79M 0.07% -15,386 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: 25,393 shares; 2024Q4: 26,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,328 shares; 2025Q4: 30,000 shares 30,000 $8.71M 0.07% +1,672 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: 6,618 shares; 2024Q4: 6,724 shares; 2025Q1: 7,859 shares; 2025Q2: 7,851 shares; 2025Q3: 7,474 shares; 2025Q4: 7,148 shares 7,148 $8.69M 0.07% -326 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,996 shares; 2024Q4: 221,524 shares; 2025Q1: 335,247 shares; 2025Q2: 343,257 shares; 2025Q3: 385,981 shares; 2025Q4: 280,257 shares 280,257 $8.68M 0.07% -105,724 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: 104,867 shares; 2024Q4: 94,603 shares; 2025Q1: not reported; 2025Q2: 58,150 shares; 2025Q3: 76,989 shares; 2025Q4: 82,292 shares 82,292 $8.66M 0.07% +5,303 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: 30,622 shares; 2024Q4: 32,034 shares; 2025Q1: 32,862 shares; 2025Q2: not reported; 2025Q3: 27,600 shares; 2025Q4: 25,924 shares 25,924 $8.56M 0.07% -1,676 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,928 shares 155,928 $8.43M 0.07% new 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: 26,004 shares; 2024Q4: 30,708 shares; 2025Q1: 35,655 shares; 2025Q2: 33,902 shares; 2025Q3: 28,990 shares; 2025Q4: 31,625 shares 31,625 $8.38M 0.07% +2,635 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: 13,010 shares; 2024Q4: 30,101 shares; 2025Q1: not reported; 2025Q2: 46,082 shares; 2025Q3: 89,411 shares; 2025Q4: 111,943 shares 111,943 $8.24M 0.07% +22,532 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: 16,404 shares; 2024Q4: 25,266 shares; 2025Q1: 27,995 shares; 2025Q2: 22,972 shares; 2025Q3: 21,862 shares; 2025Q4: 22,190 shares 22,190 $8.21M 0.07% +328 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: 27,153 shares; 2024Q4: 34,430 shares; 2025Q1: 36,488 shares; 2025Q2: 35,512 shares; 2025Q3: 33,426 shares; 2025Q4: 34,855 shares 34,855 $8.06M 0.07% +1,429 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: 16,265 shares; 2024Q4: 20,844 shares; 2025Q1: 23,905 shares; 2025Q2: 28,276 shares; 2025Q3: 24,538 shares; 2025Q4: 25,657 shares 25,657 $8.01M 0.07% +1,119 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 52,551 shares; 2025Q3: 61,559 shares; 2025Q4: 76,561 shares 76,561 $7.96M 0.07% +15,002 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,550 shares; 2024Q4: 43,965 shares; 2025Q1: 61,401 shares; 2025Q2: 73,534 shares; 2025Q3: 80,174 shares; 2025Q4: 104,222 shares 104,222 $7.95M 0.07% +24,048 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,607 shares; 2024Q4: 60,039 shares; 2025Q1: 79,224 shares; 2025Q2: 148,338 shares; 2025Q3: 161,830 shares; 2025Q4: 171,328 shares 171,328 $7.82M 0.07% +9,498 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: 284,334 shares; 2024Q4: 273,365 shares; 2025Q1: 129,342 shares; 2025Q2: 348,063 shares; 2025Q3: 174,629 shares; 2025Q4: 112,406 shares 112,406 $7.8M 0.07% -62,223 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: 40,139 shares; 2024Q4: 52,768 shares; 2025Q1: 41,685 shares; 2025Q2: 39,325 shares; 2025Q3: 49,178 shares; 2025Q4: 63,774 shares 63,774 $7.76M 0.07% +14,596 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,260 shares; 2024Q4: 379,002 shares; 2025Q1: 436,818 shares; 2025Q2: 461,058 shares; 2025Q3: 475,170 shares; 2025Q4: 406,849 shares 406,849 $7.69M 0.07% -68,321 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,109 shares; 2024Q4: 84,080 shares; 2025Q1: 100,540 shares; 2025Q2: 109,722 shares; 2025Q3: 109,064 shares; 2025Q4: 109,571 shares 109,571 $7.66M 0.06% +507 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: 9,343 shares; 2024Q4: 9,863 shares; 2025Q1: 10,177 shares; 2025Q2: 10,149 shares; 2025Q3: 10,827 shares; 2025Q4: 50,004 shares 50,004 $7.66M 0.06% +39,177 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: 8,009 shares; 2024Q4: 8,744 shares; 2025Q1: 6,341 shares; 2025Q2: 12,605 shares; 2025Q3: 12,195 shares; 2025Q4: 11,667 shares 11,667 $7.62M 0.06% -528 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,107 shares; 2024Q4: 78,766 shares; 2025Q1: 87,836 shares; 2025Q2: 89,591 shares; 2025Q3: 101,854 shares; 2025Q4: 338,030 shares 338,030 $7.6M 0.06% +236,176 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: 92,807 shares; 2024Q4: 100,996 shares; 2025Q1: 135,792 shares; 2025Q2: 140,313 shares; 2025Q3: 135,158 shares; 2025Q4: 148,804 shares 148,804 $7.48M 0.06% +13,646 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: 94,645 shares; 2024Q4: 109,353 shares; 2025Q1: 105,489 shares; 2025Q2: 100,570 shares; 2025Q3: 98,810 shares; 2025Q4: 90,203 shares 90,203 $7.37M 0.06% -8,607 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: 87,329 shares; 2024Q4: 90,248 shares; 2025Q1: not reported; 2025Q2: 78,861 shares; 2025Q3: 84,767 shares; 2025Q4: 88,750 shares 88,750 $7.35M 0.06% +3,983 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: 9,133 shares; 2024Q4: not reported; 2025Q1: 23,450 shares; 2025Q2: 52,779 shares; 2025Q3: 63,462 shares; 2025Q4: 73,295 shares 73,295 $7.32M 0.06% +9,833 Timeline DFGP 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: 27,797 shares; 2025Q1: 69,644 shares; 2025Q2: not reported; 2025Q3: 120,766 shares; 2025Q4: 132,807 shares 132,807 $7.18M 0.06% +12,041 Timeline EWJ 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: 17,162 shares; 2024Q4: 70,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,083 shares 87,083 $7.03M 0.06% new Timeline XTEN 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: not reported; 2025Q2: not reported; 2025Q3: 189,429 shares; 2025Q4: 151,919 shares 151,919 $7.02M 0.06% -37,510 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: 66,143 shares; 2024Q4: 70,226 shares; 2025Q1: 73,299 shares; 2025Q2: 45,093 shares; 2025Q3: 50,107 shares; 2025Q4: 61,677 shares 61,677 $7.02M 0.06% +11,570 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: 44,833 shares; 2024Q4: 51,740 shares; 2025Q1: not reported; 2025Q2: 67,128 shares; 2025Q3: 76,142 shares; 2025Q4: 163,154 shares 163,154 $6.96M 0.06% +87,012 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: 25,115 shares; 2024Q4: 38,015 shares; 2025Q1: 27,308 shares; 2025Q2: 47,051 shares; 2025Q3: 44,834 shares; 2025Q4: 46,801 shares 46,801 $6.96M 0.06% +1,967 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: 48,905 shares; 2024Q4: 62,609 shares; 2025Q1: 62,963 shares; 2025Q2: 64,013 shares; 2025Q3: 64,924 shares; 2025Q4: 61,476 shares 61,476 $6.9M 0.06% -3,448 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: 32,666 shares; 2024Q4: 38,350 shares; 2025Q1: 41,726 shares; 2025Q2: 46,077 shares; 2025Q3: 38,275 shares; 2025Q4: 29,389 shares 29,389 $6.87M 0.06% -8,886 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 31,006 shares; 2025Q1: 34,246 shares; 2025Q2: 24,587 shares; 2025Q3: 23,910 shares; 2025Q4: 24,352 shares 24,352 $6.8M 0.06% +442 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: 11,289 shares; 2024Q4: 13,520 shares; 2025Q1: 14,047 shares; 2025Q2: 12,984 shares; 2025Q3: 13,127 shares; 2025Q4: 21,316 shares 21,316 $6.79M 0.06% +8,189 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: 14,433 shares; 2024Q4: 19,906 shares; 2025Q1: 23,171 shares; 2025Q2: 26,262 shares; 2025Q3: 27,603 shares; 2025Q4: 27,731 shares 27,731 $6.74M 0.06% +128 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: 32,851 shares; 2024Q4: 43,127 shares; 2025Q1: 46,508 shares; 2025Q2: 55,319 shares; 2025Q3: 52,892 shares; 2025Q4: 48,579 shares 48,579 $6.7M 0.06% -4,313 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: 41,525 shares; 2024Q4: 32,595 shares; 2025Q1: 27,878 shares; 2025Q2: 26,565 shares; 2025Q3: 25,652 shares; 2025Q4: 25,928 shares 25,928 $6.66M 0.06% +276 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: 10,922 shares; 2024Q4: 13,232 shares; 2025Q1: 18,357 shares; 2025Q2: 18,211 shares; 2025Q3: 15,682 shares; 2025Q4: 12,698 shares 12,698 $6.64M 0.06% -2,984 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 16,873 shares; 2025Q1: 15,331 shares; 2025Q2: 11,926 shares; 2025Q3: 11,507 shares; 2025Q4: 11,381 shares 11,381 $6.59M 0.06% -126 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: 4,274 shares; 2024Q4: 10,707 shares; 2025Q1: 24,207 shares; 2025Q2: not reported; 2025Q3: 30,971 shares; 2025Q4: 32,089 shares 32,089 $6.58M 0.06% +1,118 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,123 shares; 2025Q4: 101,386 shares 101,386 $6.57M 0.06% +22,263 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: 18,861 shares; 2024Q4: 25,364 shares; 2025Q1: 28,072 shares; 2025Q2: 34,464 shares; 2025Q3: 34,696 shares; 2025Q4: 28,841 shares 28,841 $6.57M 0.06% -5,855 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,356 shares; 2024Q4: 279,854 shares; 2025Q1: not reported; 2025Q2: 275,440 shares; 2025Q3: 263,741 shares; 2025Q4: 280,584 shares 280,584 $6.56M 0.06% +16,843 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,171 shares; 2024Q4: 17,891 shares; 2025Q1: 21,041 shares; 2025Q2: not reported; 2025Q3: 18,644 shares; 2025Q4: 16,777 shares 16,777 $6.53M 0.06% -1,867 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,568 shares; 2024Q4: 15,840 shares; 2025Q1: 18,721 shares; 2025Q2: 18,308 shares; 2025Q3: 20,726 shares; 2025Q4: 21,642 shares 21,642 $6.52M 0.06% +916 Timeline PFXF 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: 417,114 shares; 2024Q4: 260,879 shares; 2025Q1: not reported; 2025Q2: 311,261 shares; 2025Q3: 373,812 shares; 2025Q4: 367,080 shares 367,080 $6.48M 0.05% -6,732 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,658 shares; 2025Q4: 42,329 shares 42,329 $6.48M 0.05% +8,671 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,988 shares; 2024Q4: 12,707 shares; 2025Q1: 14,247 shares; 2025Q2: 15,088 shares; 2025Q3: 14,782 shares; 2025Q4: 13,793 shares 13,793 $6.44M 0.05% -989 Timeline ITM 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: 76,524 shares; 2024Q4: 128,152 shares; 2025Q1: 110,067 shares; 2025Q2: 101,524 shares; 2025Q3: 129,951 shares; 2025Q4: 134,479 shares 134,479 $6.34M 0.05% +4,528 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 78,297 shares; 2025Q1: 80,120 shares; 2025Q2: 44,921 shares; 2025Q3: 53,281 shares; 2025Q4: 63,865 shares 63,865 $6.29M 0.05% +10,584 Timeline DFLV 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: 16,030 shares; 2024Q4: 35,288 shares; 2025Q1: not reported; 2025Q2: 121,100 shares; 2025Q3: 161,249 shares; 2025Q4: 183,164 shares 183,164 $6.27M 0.05% +21,915 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: 13,987 shares; 2024Q4: 14,454 shares; 2025Q1: 15,339 shares; 2025Q2: 15,362 shares; 2025Q3: 15,043 shares; 2025Q4: 13,807 shares 13,807 $6.26M 0.05% -1,236 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: 27,858 shares; 2024Q4: 35,810 shares; 2025Q1: 36,459 shares; 2025Q2: 33,348 shares; 2025Q3: 19,788 shares; 2025Q4: 23,259 shares 23,259 $6.24M 0.05% +3,471 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,072 shares; 2024Q4: 15,028 shares; 2025Q1: 15,028 shares; 2025Q2: 15,053 shares; 2025Q3: 15,349 shares; 2025Q4: 14,762 shares 14,762 $6.23M 0.05% -587 Timeline DSTL 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: 104,034 shares; 2025Q2: 138,031 shares; 2025Q3: 160,866 shares; 2025Q4: 105,046 shares 105,046 $6.19M 0.05% -55,820 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: 38,519 shares; 2024Q4: 47,014 shares; 2025Q1: 48,147 shares; 2025Q2: 47,949 shares; 2025Q3: 58,821 shares; 2025Q4: 58,555 shares 58,555 $6.17M 0.05% -266 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 5,062 shares; 2025Q1: 9,597 shares; 2025Q2: 10,513 shares; 2025Q3: 10,195 shares; 2025Q4: 10,510 shares 10,510 $6.1M 0.05% +315 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 6,293 shares; 2025Q1: 6,847 shares; 2025Q2: 7,070 shares; 2025Q3: 35,519 shares; 2025Q4: 33,305 shares 33,305 $6.06M 0.05% -2,214 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,947 shares; 2024Q4: 187,895 shares; 2025Q1: 278,941 shares; 2025Q2: 331,946 shares; 2025Q3: 399,501 shares; 2025Q4: 295,120 shares 295,120 $6.06M 0.05% -104,381 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: 30,192 shares; 2024Q4: 28,091 shares; 2025Q1: 29,372 shares; 2025Q2: 30,790 shares; 2025Q3: 31,531 shares; 2025Q4: 35,161 shares 35,161 $6.01M 0.05% +3,630 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: 54,121 shares; 2024Q4: 333,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,276 shares; 2025Q4: 234,732 shares 234,732 $6.01M 0.05% +48,456 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 5,821 shares; 2025Q1: 8,709 shares; 2025Q2: 9,265 shares; 2025Q3: 9,254 shares; 2025Q4: 11,719 shares 11,719 $5.98M 0.05% +2,465 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: 95,226 shares; 2024Q4: 106,050 shares; 2025Q1: not reported; 2025Q2: 157,050 shares; 2025Q3: 196,932 shares; 2025Q4: 237,963 shares 237,963 $5.92M 0.05% +41,031 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,372 shares; 2025Q2: 67,409 shares; 2025Q3: 76,437 shares; 2025Q4: 84,804 shares 84,804 $5.92M 0.05% +8,367 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: 24,158 shares; 2024Q4: 29,271 shares; 2025Q1: not reported; 2025Q2: 35,076 shares; 2025Q3: 35,236 shares; 2025Q4: 36,554 shares 36,554 $5.92M 0.05% +1,318 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: 23,253 shares; 2024Q4: 26,793 shares; 2025Q1: not reported; 2025Q2: 27,136 shares; 2025Q3: 25,423 shares; 2025Q4: 25,802 shares 25,802 $5.91M 0.05% +379 Timeline RSPT 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: 111,137 shares; 2024Q4: 116,307 shares; 2025Q1: 113,777 shares; 2025Q2: 118,458 shares; 2025Q3: 120,371 shares; 2025Q4: 129,748 shares 129,748 $5.91M 0.05% +9,377 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: 2,517,017 shares; 2024Q4: 2,714,696 shares; 2025Q1: 2,147,305 shares; 2025Q2: 237,992 shares; 2025Q3: 82,275 shares; 2025Q4: 80,716 shares 80,716 $5.87M 0.05% -1,559 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 69,772 shares 69,772 $5.84M 0.05% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,503 shares; 2024Q4: 35,166 shares; 2025Q1: 11,288 shares; 2025Q2: 10,187 shares; 2025Q3: 11,343 shares; 2025Q4: 80,694 shares 80,694 $5.76M 0.05% +69,351 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: 10,416 shares; 2025Q3: 13,846 shares; 2025Q4: 26,139 shares 26,139 $5.73M 0.05% +12,293 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,770 shares; 2024Q4: 106,384 shares; 2025Q1: 136,994 shares; 2025Q2: 153,220 shares; 2025Q3: 177,887 shares; 2025Q4: 255,761 shares 255,761 $5.61M 0.05% +77,874 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: 28,773 shares; 2024Q4: 35,278 shares; 2025Q1: 37,748 shares; 2025Q2: 37,192 shares; 2025Q3: 35,615 shares; 2025Q4: 34,745 shares 34,745 $5.59M 0.05% -870 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,486 shares; 2024Q4: 30,780 shares; 2025Q1: 31,195 shares; 2025Q2: 31,314 shares; 2025Q3: 30,174 shares; 2025Q4: 29,674 shares 29,674 $5.58M 0.05% -500 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,540 shares; 2024Q4: 39,246 shares; 2025Q1: 46,615 shares; 2025Q2: 41,729 shares; 2025Q3: 44,409 shares; 2025Q4: 47,501 shares 47,501 $5.51M 0.05% +3,092 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: 52,015 shares; 2024Q4: 35,466 shares; 2025Q1: 35,356 shares; 2025Q2: not reported; 2025Q3: 37,118 shares; 2025Q4: 38,089 shares 38,089 $5.47M 0.05% +971 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: 8,534 shares; 2024Q4: 11,690 shares; 2025Q1: 12,679 shares; 2025Q2: 15,186 shares; 2025Q3: 15,815 shares; 2025Q4: 16,179 shares 16,179 $5.46M 0.05% +364 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: 23,785 shares; 2024Q4: 20,815 shares; 2025Q1: not reported; 2025Q2: 39,516 shares; 2025Q3: 51,734 shares; 2025Q4: 54,522 shares 54,522 $5.45M 0.05% +2,788 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,453 shares; 2025Q3: 233,255 shares; 2025Q4: 310,273 shares 310,273 $5.44M 0.05% +77,018 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: 8,471 shares; 2024Q4: 10,613 shares; 2025Q1: 11,597 shares; 2025Q2: 12,527 shares; 2025Q3: 14,066 shares; 2025Q4: 15,459 shares 15,459 $5.43M 0.05% +1,393 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680,165 shares; 2025Q4: 662,834 shares 662,834 $5.43M 0.05% -17,331 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: 63,043 shares; 2024Q4: 72,499 shares; 2025Q1: 78,784 shares; 2025Q2: not reported; 2025Q3: 90,683 shares; 2025Q4: 93,635 shares 93,635 $5.4M 0.05% +2,952 Timeline BBAG 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: 86,460 shares; 2024Q4: 90,659 shares; 2025Q1: not reported; 2025Q2: 222,629 shares; 2025Q3: 222,818 shares; 2025Q4: 114,275 shares 114,275 $5.3M 0.04% -108,543 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: 18,695 shares; 2024Q4: 23,063 shares; 2025Q1: 43,092 shares; 2025Q2: 90,651 shares; 2025Q3: 102,875 shares; 2025Q4: 117,309 shares 117,309 $5.3M 0.04% +14,434 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: 20,037 shares; 2024Q4: 18,734 shares; 2025Q1: 18,618 shares; 2025Q2: 18,633 shares; 2025Q3: 15,596 shares; 2025Q4: 15,109 shares 15,109 $5.29M 0.04% -487 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: not reported; 2024Q4: 7,157 shares; 2025Q1: 8,142 shares; 2025Q2: 17,043 shares; 2025Q3: 17,567 shares; 2025Q4: 23,232 shares 23,232 $5.29M 0.04% +5,665 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: 19,061 shares; 2024Q4: 22,427 shares; 2025Q1: 20,878 shares; 2025Q2: 14,900 shares; 2025Q3: 15,063 shares; 2025Q4: 16,822 shares 16,822 $5.26M 0.04% +1,759 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,869 shares; 2024Q4: 47,774 shares; 2025Q1: 48,156 shares; 2025Q2: 46,794 shares; 2025Q3: 39,356 shares; 2025Q4: 40,646 shares 40,646 $5.25M 0.04% +1,290 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: 9,858 shares; 2024Q4: 12,197 shares; 2025Q1: 12,470 shares; 2025Q2: not reported; 2025Q3: 11,197 shares; 2025Q4: 11,169 shares 11,169 $5.24M 0.04% -28 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: 13,988 shares; 2024Q4: 30,115 shares; 2025Q1: 31,399 shares; 2025Q2: 35,877 shares; 2025Q3: 39,488 shares; 2025Q4: 33,732 shares 33,732 $5.2M 0.04% -5,756 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: 125,123 shares; 2024Q4: 154,297 shares; 2025Q1: not reported; 2025Q2: 345,625 shares; 2025Q3: 426,022 shares; 2025Q4: 441,801 shares 441,801 $5.18M 0.04% +15,779 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,810 shares; 2024Q4: 55,909 shares; 2025Q1: not reported; 2025Q2: 55,279 shares; 2025Q3: 54,746 shares; 2025Q4: 57,546 shares 57,546 $5.15M 0.04% +2,800 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 10,372 shares; 2025Q1: 11,685 shares; 2025Q2: 9,863 shares; 2025Q3: 10,086 shares; 2025Q4: 15,259 shares 15,259 $5.14M 0.04% +5,173 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: 35,912 shares; 2024Q4: 26,664 shares; 2025Q1: not reported; 2025Q2: 65,927 shares; 2025Q3: 72,708 shares; 2025Q4: 137,224 shares 137,224 $5.06M 0.04% +64,516 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,129 shares; 2024Q4: 252,236 shares; 2025Q1: not reported; 2025Q2: 264,106 shares; 2025Q3: 278,376 shares; 2025Q4: 271,876 shares 271,876 $4.95M 0.04% -6,500 Timeline AVRE 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: 56,815 shares; 2024Q4: 68,524 shares; 2025Q1: 77,731 shares; 2025Q2: 88,126 shares; 2025Q3: 101,074 shares; 2025Q4: 113,430 shares 113,430 $4.94M 0.04% +12,356 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: 7,748 shares; 2024Q4: 12,761 shares; 2025Q1: not reported; 2025Q2: 43,896 shares; 2025Q3: 50,188 shares; 2025Q4: 61,384 shares 61,384 $4.89M 0.04% +11,196 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: 26,668 shares; 2024Q4: 32,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,454 shares; 2025Q4: 39,156 shares 39,156 $4.89M 0.04% +1,702 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: 62,159 shares; 2024Q4: 65,747 shares; 2025Q1: 68,974 shares; 2025Q2: 69,458 shares; 2025Q3: 69,487 shares; 2025Q4: 80,721 shares 80,721 $4.85M 0.04% +11,234 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,648 shares; 2024Q4: 72,802 shares; 2025Q1: 106,803 shares; 2025Q2: 111,472 shares; 2025Q3: 145,471 shares; 2025Q4: 100,890 shares 100,890 $4.85M 0.04% -44,581 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: 47,538 shares; 2024Q4: 66,911 shares; 2025Q1: 54,837 shares; 2025Q2: 75,731 shares; 2025Q3: 67,544 shares; 2025Q4: 65,698 shares 65,698 $4.83M 0.04% -1,846 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: 25,848 shares; 2024Q4: 31,729 shares; 2025Q1: 34,573 shares; 2025Q2: 37,195 shares; 2025Q3: 37,015 shares; 2025Q4: 23,164 shares 23,164 $4.7M 0.04% -13,851 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 12,352 shares; 2025Q1: 16,396 shares; 2025Q2: not reported; 2025Q3: 19,023 shares; 2025Q4: 21,956 shares 21,956 $4.7M 0.04% +2,933 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: 38,586 shares; 2024Q4: 46,797 shares; 2025Q1: not reported; 2025Q2: 88,600 shares; 2025Q3: 113,878 shares; 2025Q4: 124,196 shares 124,196 $4.64M 0.04% +10,318 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: 65,600 shares; 2024Q4: 78,553 shares; 2025Q1: 87,104 shares; 2025Q2: 91,228 shares; 2025Q3: 93,206 shares; 2025Q4: 105,745 shares 105,745 $4.62M 0.04% +12,539 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 16,356 shares; 2025Q1: 22,866 shares; 2025Q2: 26,066 shares; 2025Q3: 28,411 shares; 2025Q4: 28,788 shares 28,788 $4.61M 0.04% +377 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 35,160 shares; 2025Q1: 31,078 shares; 2025Q2: 29,329 shares; 2025Q3: 28,806 shares; 2025Q4: 28,578 shares 28,578 $4.59M 0.04% -228 Timeline LCTD 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: 100,107 shares; 2024Q4: 110,796 shares; 2025Q1: 110,188 shares; 2025Q2: 109,147 shares; 2025Q3: 111,212 shares; 2025Q4: 83,745 shares 83,745 $4.58M 0.04% -27,467 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 7,172 shares; 2025Q1: 7,802 shares; 2025Q2: 40,837 shares; 2025Q3: 55,211 shares; 2025Q4: 55,809 shares 55,809 $4.58M 0.04% +598 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: 75,484 shares; 2024Q4: 87,234 shares; 2025Q1: 98,526 shares; 2025Q2: 109,461 shares; 2025Q3: 99,577 shares; 2025Q4: 113,617 shares 113,617 $4.57M 0.04% +14,040 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,618 shares; 2024Q4: 47,849 shares; 2025Q1: 51,663 shares; 2025Q2: 52,821 shares; 2025Q3: 54,566 shares; 2025Q4: 55,133 shares 55,133 $4.48M 0.04% +567 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,841 shares; 2024Q4: 15,186 shares; 2025Q1: not reported; 2025Q2: 34,066 shares; 2025Q3: 60,384 shares; 2025Q4: 89,248 shares 89,248 $4.45M 0.04% +28,864 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: 8,544 shares; 2024Q4: 10,276 shares; 2025Q1: 11,217 shares; 2025Q2: 9,241 shares; 2025Q3: 13,702 shares; 2025Q4: 9,452 shares 9,452 $4.44M 0.04% -4,250 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: 4,627 shares; 2024Q4: 5,333 shares; 2025Q1: not reported; 2025Q2: 6,826 shares; 2025Q3: 6,729 shares; 2025Q4: 7,225 shares 7,225 $4.42M 0.04% +496 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: 4,842 shares; 2024Q4: 6,693 shares; 2025Q1: 12,858 shares; 2025Q2: 13,124 shares; 2025Q3: 14,165 shares; 2025Q4: 20,000 shares 20,000 $4.39M 0.04% +5,835 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: 46,753 shares; 2024Q4: 56,654 shares; 2025Q1: not reported; 2025Q2: 57,009 shares; 2025Q3: 56,281 shares; 2025Q4: 52,030 shares 52,030 $4.38M 0.04% -4,251 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,804 shares 49,804 $4.33M 0.04% new 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: 19,934 shares; 2024Q4: 63,729 shares; 2025Q1: 118,317 shares; 2025Q2: 151,509 shares; 2025Q3: 149,790 shares; 2025Q4: 160,670 shares 160,670 $4.32M 0.04% +10,880 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375,870 shares 375,870 $4.31M 0.04% new 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: 9,284 shares; 2024Q4: 11,486 shares; 2025Q1: 13,319 shares; 2025Q2: 17,116 shares; 2025Q3: 18,022 shares; 2025Q4: 19,549 shares 19,549 $4.25M 0.04% +1,527 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,275 shares; 2025Q2: 56,475 shares; 2025Q3: 64,494 shares; 2025Q4: 72,656 shares 72,656 $4.24M 0.04% +8,162 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: 11,206 shares; 2024Q4: 13,456 shares; 2025Q1: 17,043 shares; 2025Q2: 17,071 shares; 2025Q3: 18,365 shares; 2025Q4: 22,788 shares 22,788 $4.23M 0.04% +4,423 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: 47,792 shares; 2024Q4: 41,126 shares; 2025Q1: 83,019 shares; 2025Q2: 25,722 shares; 2025Q3: 23,728 shares; 2025Q4: 22,008 shares 22,008 $4.22M 0.04% -1,720 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: not reported; 2024Q4: not reported; 2025Q1: 15,269 shares; 2025Q2: 38,576 shares; 2025Q3: 42,669 shares; 2025Q4: 44,706 shares 44,706 $4.21M 0.04% +2,037 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: 62,907 shares; 2024Q4: 77,851 shares; 2025Q1: 85,972 shares; 2025Q2: 99,881 shares; 2025Q3: 139,181 shares; 2025Q4: 153,714 shares 153,714 $4.21M 0.04% +14,533 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: 15,446 shares; 2024Q4: 16,677 shares; 2025Q1: 18,018 shares; 2025Q2: 24,265 shares; 2025Q3: 24,500 shares; 2025Q4: 16,310 shares 16,310 $4.2M 0.04% -8,190 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 19,382 shares; 2025Q1: 44,548 shares; 2025Q2: 51,613 shares; 2025Q3: 52,950 shares; 2025Q4: 47,972 shares 47,972 $4.19M 0.04% -4,978 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 19,928 shares; 2025Q1: 21,090 shares; 2025Q2: 25,465 shares; 2025Q3: 26,432 shares; 2025Q4: 30,418 shares 30,418 $4.19M 0.04% +3,986 Timeline EZU 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: not reported; 2024Q4: not reported; 2025Q1: 22,772 shares; 2025Q2: 14,705 shares; 2025Q3: not reported; 2025Q4: 64,473 shares 64,473 $4.13M 0.04% new 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: 27,687 shares; 2024Q4: 29,895 shares; 2025Q1: 32,867 shares; 2025Q2: 31,302 shares; 2025Q3: 34,298 shares; 2025Q4: 35,189 shares 35,189 $4.06M 0.03% +891 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 11,250 shares; 2025Q1: not reported; 2025Q2: 12,677 shares; 2025Q3: 19,868 shares; 2025Q4: 24,958 shares 24,958 $4.04M 0.03% +5,090 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: 3,661 shares; 2024Q4: 11,827 shares; 2025Q1: 26,047 shares; 2025Q2: 38,172 shares; 2025Q3: 56,169 shares; 2025Q4: 57,823 shares 57,823 $4.02M 0.03% +1,654 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: 9,302 shares; 2024Q4: 6,700 shares; 2025Q1: 9,949 shares; 2025Q2: 8,708 shares; 2025Q3: 10,211 shares; 2025Q4: 11,332 shares 11,332 $3.97M 0.03% +1,121 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,148 shares; 2025Q1: 23,435 shares; 2025Q2: 25,249 shares; 2025Q3: 24,827 shares; 2025Q4: 25,348 shares 25,348 $3.97M 0.03% +521 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: 23,287 shares; 2024Q4: 24,646 shares; 2025Q1: 25,890 shares; 2025Q2: 44,641 shares; 2025Q3: 48,646 shares; 2025Q4: 50,013 shares 50,013 $3.97M 0.03% +1,367 Timeline CLOA 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: 54,521 shares; 2024Q4: 42,917 shares; 2025Q1: 16,711 shares; 2025Q2: 33,085 shares; 2025Q3: 53,992 shares; 2025Q4: 75,665 shares 75,665 $3.92M 0.03% +21,673 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,207 shares; 2024Q4: 23,780 shares; 2025Q1: not reported; 2025Q2: 29,763 shares; 2025Q3: 37,246 shares; 2025Q4: 72,387 shares 72,387 $3.9M 0.03% +35,141 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: 4,297 shares; 2025Q1: 30,780 shares; 2025Q2: 32,421 shares; 2025Q3: 31,334 shares; 2025Q4: 77,193 shares 77,193 $3.9M 0.03% +45,859 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: 106,600 shares; 2025Q4: 121,745 shares 121,745 $3.85M 0.03% +15,145 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,867 shares; 2024Q4: 200,014 shares; 2025Q1: 158,931 shares; 2025Q2: 164,206 shares; 2025Q3: 161,019 shares; 2025Q4: 163,440 shares 163,440 $3.77M 0.03% +2,421 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 44,119 shares; 2025Q1: 70,944 shares; 2025Q2: 84,370 shares; 2025Q3: 99,084 shares; 2025Q4: 75,351 shares 75,351 $3.74M 0.03% -23,733 Timeline EBND 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: 306,998 shares; 2024Q4: 258,313 shares; 2025Q1: 256,825 shares; 2025Q2: 253,555 shares; 2025Q3: 209,070 shares; 2025Q4: 173,989 shares 173,989 $3.72M 0.03% -35,081 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,402 shares; 2024Q4: 37,734 shares; 2025Q1: 39,776 shares; 2025Q2: 37,586 shares; 2025Q3: 39,104 shares; 2025Q4: 31,672 shares 31,672 $3.71M 0.03% -7,432 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 6,630 shares; 2025Q1: not reported; 2025Q2: 16,043 shares; 2025Q3: 16,413 shares; 2025Q4: 13,306 shares 13,306 $3.71M 0.03% -3,107 Timeline SMLF ISHARES TR More: 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: 5,812 shares; 2025Q1: 5,289 shares; 2025Q2: 5,958 shares; 2025Q3: 20,831 shares; 2025Q4: 49,474 shares 49,474 $3.71M 0.03% +28,643 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,690 shares; 2025Q1: 3,770 shares; 2025Q2: 4,110 shares; 2025Q3: 4,374 shares; 2025Q4: 4,087 shares 4,087 $3.7M 0.03% -287 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: 33,002 shares; 2024Q4: 33,622 shares; 2025Q1: 33,866 shares; 2025Q2: 56,520 shares; 2025Q3: 57,337 shares; 2025Q4: 65,331 shares 65,331 $3.7M 0.03% +7,994 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: 15,810 shares; 2024Q4: 22,868 shares; 2025Q1: 21,565 shares; 2025Q2: 23,198 shares; 2025Q3: 27,351 shares; 2025Q4: 29,006 shares 29,006 $3.7M 0.03% +1,655 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,873 shares; 2024Q4: 69,089 shares; 2025Q1: 77,275 shares; 2025Q2: 80,161 shares; 2025Q3: 82,767 shares; 2025Q4: 89,324 shares 89,324 $3.69M 0.03% +6,557 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 5,115 shares; 2025Q1: 9,610 shares; 2025Q2: 12,175 shares; 2025Q3: 16,991 shares; 2025Q4: 26,089 shares 26,089 $3.68M 0.03% +9,098 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 12,420 shares; 2025Q1: not reported; 2025Q2: 17,603 shares; 2025Q3: 18,809 shares; 2025Q4: 19,841 shares 19,841 $3.67M 0.03% +1,032 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: 7,555 shares; 2024Q4: 7,915 shares; 2025Q1: 8,301 shares; 2025Q2: 7,185 shares; 2025Q3: 9,292 shares; 2025Q4: 10,237 shares 10,237 $3.62M 0.03% +945 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: 14,863 shares; 2024Q4: 17,187 shares; 2025Q1: 19,878 shares; 2025Q2: 37,806 shares; 2025Q3: 34,010 shares; 2025Q4: 36,243 shares 36,243 $3.6M 0.03% +2,233 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,285 shares; 2025Q1: 4,632 shares; 2025Q2: 4,542 shares; 2025Q3: 4,552 shares; 2025Q4: 4,353 shares 4,353 $3.57M 0.03% -199 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: 9,352 shares; 2024Q4: 13,062 shares; 2025Q1: not reported; 2025Q2: 11,396 shares; 2025Q3: 11,385 shares; 2025Q4: 11,317 shares 11,317 $3.56M 0.03% -68 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: 12,586 shares; 2024Q4: 13,149 shares; 2025Q1: 12,818 shares; 2025Q2: 11,919 shares; 2025Q3: 12,069 shares; 2025Q4: 13,053 shares 13,053 $3.54M 0.03% +984 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 13,004 shares; 2025Q1: 14,060 shares; 2025Q2: 15,836 shares; 2025Q3: 17,083 shares; 2025Q4: 16,764 shares 16,764 $3.5M 0.03% -319 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: 54,064 shares; 2024Q4: 41,401 shares; 2025Q1: not reported; 2025Q2: 44,632 shares; 2025Q3: 45,187 shares; 2025Q4: 40,164 shares 40,164 $3.5M 0.03% -5,023 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: 40,424 shares; 2024Q4: 44,571 shares; 2025Q1: not reported; 2025Q2: 43,356 shares; 2025Q3: 33,324 shares; 2025Q4: 31,642 shares 31,642 $3.49M 0.03% -1,682 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,485 shares; 2025Q1: 147,413 shares; 2025Q2: 153,984 shares; 2025Q3: 157,502 shares; 2025Q4: 165,119 shares 165,119 $3.48M 0.03% +7,617 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: 4,561 shares; 2024Q4: 5,615 shares; 2025Q1: 6,392 shares; 2025Q2: 6,360 shares; 2025Q3: 6,605 shares; 2025Q4: 6,313 shares 6,313 $3.48M 0.03% -292 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 45,862 shares; 2025Q1: 63,379 shares; 2025Q2: 62,704 shares; 2025Q3: 55,902 shares; 2025Q4: 50,692 shares 50,692 $3.48M 0.03% -5,210 Timeline DFIP 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: 68,750 shares; 2025Q3: 77,224 shares; 2025Q4: 83,630 shares 83,630 $3.48M 0.03% +6,406 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: 12,320 shares; 2024Q4: 10,623 shares; 2025Q1: 12,718 shares; 2025Q2: 17,694 shares; 2025Q3: 18,605 shares; 2025Q4: 12,606 shares 12,606 $3.47M 0.03% -5,999 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,958 shares; 2024Q4: 14,354 shares; 2025Q1: 14,645 shares; 2025Q2: 32,704 shares; 2025Q3: 31,806 shares; 2025Q4: 34,020 shares 34,020 $3.47M 0.03% +2,214 Timeline EMHC 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: 93,114 shares; 2024Q4: 97,688 shares; 2025Q1: 110,869 shares; 2025Q2: 112,398 shares; 2025Q3: 123,196 shares; 2025Q4: 136,051 shares 136,051 $3.46M 0.03% +12,855 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: 25,289 shares; 2024Q4: 28,056 shares; 2025Q1: not reported; 2025Q2: 23,326 shares; 2025Q3: 24,449 shares; 2025Q4: 24,040 shares 24,040 $3.46M 0.03% -409 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,646 shares; 2025Q4: 95,201 shares 95,201 $3.46M 0.03% +66,555 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,582 shares; 2024Q4: 25,990 shares; 2025Q1: 27,256 shares; 2025Q2: 30,761 shares; 2025Q3: 30,418 shares; 2025Q4: 35,994 shares 35,994 $3.45M 0.03% +5,576 Timeline DEHP 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: 8,114 shares; 2024Q4: 17,628 shares; 2025Q1: 39,048 shares; 2025Q2: 68,955 shares; 2025Q3: 89,784 shares; 2025Q4: 106,306 shares 106,306 $3.43M 0.03% +16,522 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: 54,090 shares; 2024Q4: 49,073 shares; 2025Q1: 54,147 shares; 2025Q2: 58,075 shares; 2025Q3: 63,566 shares; 2025Q4: 64,463 shares 64,463 $3.41M 0.03% +897 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 1,923 shares; 2025Q4: 13,859 shares 13,859 $3.39M 0.03% +11,936 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,006 shares; 2024Q4: 20,179 shares; 2025Q1: 25,141 shares; 2025Q2: 33,027 shares; 2025Q3: 35,811 shares; 2025Q4: 40,514 shares 40,514 $3.38M 0.03% +4,703 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,119 shares; 2024Q4: 35,450 shares; 2025Q1: 39,364 shares; 2025Q2: 40,413 shares; 2025Q3: 40,944 shares; 2025Q4: 43,557 shares 43,557 $3.38M 0.03% +2,613 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 8,113 shares; 2025Q1: 8,073 shares; 2025Q2: 7,891 shares; 2025Q3: 6,824 shares; 2025Q4: 7,415 shares 7,415 $3.38M 0.03% +591 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: 90,265 shares; 2025Q1: 116,647 shares; 2025Q2: 139,124 shares; 2025Q3: 132,164 shares; 2025Q4: 158,228 shares 158,228 $3.36M 0.03% +26,064 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,883 shares; 2025Q4: 57,974 shares 57,974 $3.34M 0.03% -909 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: 45,772 shares; 2024Q4: 42,220 shares; 2025Q1: 69,890 shares; 2025Q2: 88,263 shares; 2025Q3: 95,683 shares; 2025Q4: 97,206 shares 97,206 $3.33M 0.03% +1,523 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: 30,319 shares; 2024Q4: 75,073 shares; 2025Q1: 208,924 shares; 2025Q2: not reported; 2025Q3: 192,565 shares; 2025Q4: 57,735 shares 57,735 $3.31M 0.03% -134,830 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: 2,830 shares; 2024Q4: 3,146 shares; 2025Q1: 2,825 shares; 2025Q2: not reported; 2025Q3: 3,619 shares; 2025Q4: 3,529 shares 3,529 $3.29M 0.03% -90 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 10,184 shares; 2025Q1: 10,163 shares; 2025Q2: 11,511 shares; 2025Q3: 13,408 shares; 2025Q4: 15,793 shares 15,793 $3.29M 0.03% +2,385 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 5,898 shares; 2025Q1: 2,674 shares; 2025Q2: not reported; 2025Q3: 9,419 shares; 2025Q4: 12,993 shares 12,993 $3.26M 0.03% +3,574 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: 25,030 shares; 2024Q4: 33,075 shares; 2025Q1: 36,516 shares; 2025Q2: 43,170 shares; 2025Q3: 49,287 shares; 2025Q4: 52,146 shares 52,146 $3.26M 0.03% +2,859 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: 10,213 shares; 2024Q4: 12,409 shares; 2025Q1: 13,213 shares; 2025Q2: 13,088 shares; 2025Q3: 13,532 shares; 2025Q4: 13,433 shares 13,433 $3.24M 0.03% -99 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: not reported; 2025Q2: 70,058 shares; 2025Q3: 77,782 shares; 2025Q4: 118,460 shares 118,460 $3.24M 0.03% +40,678 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,587 shares; 2024Q4: 53,590 shares; 2025Q1: 53,879 shares; 2025Q2: 54,475 shares; 2025Q3: 55,779 shares; 2025Q4: 55,182 shares 55,182 $3.22M 0.03% -597 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,986 shares; 2024Q4: 43,511 shares; 2025Q1: not reported; 2025Q2: 77,879 shares; 2025Q3: 79,425 shares; 2025Q4: 79,058 shares 79,058 $3.19M 0.03% -367 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: not reported; 2024Q4: 10,792 shares; 2025Q1: 1,842 shares; 2025Q2: 1,760 shares; 2025Q3: 3,893 shares; 2025Q4: 12,595 shares 12,595 $3.19M 0.03% +8,702 Timeline BSVO 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: 64,278 shares; 2024Q4: 113,633 shares; 2025Q1: not reported; 2025Q2: 137,043 shares; 2025Q3: 137,253 shares; 2025Q4: 136,747 shares 136,747 $3.19M 0.03% -506 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: 14,447 shares; 2024Q4: 14,444 shares; 2025Q1: 14,245 shares; 2025Q2: 13,877 shares; 2025Q3: 12,854 shares; 2025Q4: 12,612 shares 12,612 $3.17M 0.03% -242 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: 43,294 shares; 2024Q4: 40,077 shares; 2025Q1: 37,398 shares; 2025Q2: 40,744 shares; 2025Q3: 33,162 shares; 2025Q4: 33,835 shares 33,835 $3.17M 0.03% +673 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,854 shares; 2024Q4: 56,806 shares; 2025Q1: 66,779 shares; 2025Q2: 36,565 shares; 2025Q3: 53,831 shares; 2025Q4: 58,585 shares 58,585 $3.16M 0.03% +4,754 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 16,055 shares; 2025Q1: not reported; 2025Q2: 17,391 shares; 2025Q3: 18,121 shares; 2025Q4: 18,776 shares 18,776 $3.15M 0.03% +655 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: 30,567 shares; 2024Q4: 37,205 shares; 2025Q1: 57,927 shares; 2025Q2: 54,294 shares; 2025Q3: 53,882 shares; 2025Q4: 67,661 shares 67,661 $3.13M 0.03% +13,779 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 20,360 shares; 2025Q1: 26,929 shares; 2025Q2: 22,480 shares; 2025Q3: 25,218 shares; 2025Q4: 30,211 shares 30,211 $3.13M 0.03% +4,993 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: 1,372 shares; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 3,102 shares; 2025Q4: 8,090 shares 8,090 $3.13M 0.03% +4,988 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: 9,323 shares; 2024Q4: 12,027 shares; 2025Q1: not reported; 2025Q2: 12,484 shares; 2025Q3: 12,689 shares; 2025Q4: 12,571 shares 12,571 $3.1M 0.03% -118 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: 47,065 shares 47,065 $3.08M 0.03% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 3,425 shares; 2025Q1: 7,634 shares; 2025Q2: 6,927 shares; 2025Q3: 6,305 shares; 2025Q4: 27,677 shares 27,677 $3.04M 0.03% +21,372 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: 574 shares; 2024Q4: 579 shares; 2025Q1: 582 shares; 2025Q2: 585 shares; 2025Q3: 574 shares; 2025Q4: 565 shares 565 $3.03M 0.03% -9 Timeline BKLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,768 shares; 2025Q3: 18,143 shares; 2025Q4: 23,081 shares 23,081 $3.02M 0.03% +4,938 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 45,424 shares; 2025Q1: 43,613 shares; 2025Q2: 38,742 shares; 2025Q3: 36,827 shares; 2025Q4: 32,549 shares 32,549 $3.01M 0.03% -4,278 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: 12,510 shares; 2024Q4: 19,861 shares; 2025Q1: not reported; 2025Q2: 19,289 shares; 2025Q3: 17,177 shares; 2025Q4: 16,207 shares 16,207 $3.01M 0.03% -970 Timeline EMGF 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: 27,251 shares; 2024Q4: 34,342 shares; 2025Q1: 38,892 shares; 2025Q2: not reported; 2025Q3: 52,113 shares; 2025Q4: 51,939 shares 51,939 $3M 0.03% -174 Timeline VTWO 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: 19,165 shares; 2024Q4: 22,047 shares; 2025Q1: 24,478 shares; 2025Q2: 25,691 shares; 2025Q3: 29,893 shares; 2025Q4: 30,172 shares 30,172 $3M 0.03% +279 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,297 shares; 2024Q4: 190,094 shares; 2025Q1: 194,976 shares; 2025Q2: 221,149 shares; 2025Q3: 155,951 shares; 2025Q4: 154,946 shares 154,946 $3M 0.03% -1,005 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: 616 shares; 2024Q4: 747 shares; 2025Q1: not reported; 2025Q2: 25,692 shares; 2025Q3: 30,515 shares; 2025Q4: 32,786 shares 32,786 $2.99M 0.03% +2,271 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: 42,950 shares; 2024Q4: not reported; 2025Q1: 41,454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,515 shares 32,515 $2.99M 0.03% new 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: 5,679 shares; 2024Q4: 6,012 shares; 2025Q1: 6,313 shares; 2025Q2: 7,518 shares; 2025Q3: 8,242 shares; 2025Q4: 10,823 shares 10,823 $2.98M 0.03% +2,581 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 13,776 shares; 2025Q1: not reported; 2025Q2: 33,503 shares; 2025Q3: 37,425 shares; 2025Q4: 34,039 shares 34,039 $2.96M 0.03% -3,386 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: 82,477 shares; 2024Q4: 89,933 shares; 2025Q1: 86,936 shares; 2025Q2: 93,578 shares; 2025Q3: 84,170 shares; 2025Q4: 81,106 shares 81,106 $2.94M 0.02% -3,064 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: 15,607 shares; 2024Q4: 15,718 shares; 2025Q1: not reported; 2025Q2: 19,362 shares; 2025Q3: 18,585 shares; 2025Q4: 13,076 shares 13,076 $2.94M 0.02% -5,509 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 3,212 shares; 2025Q1: 2,808 shares; 2025Q2: 3,621 shares; 2025Q3: 5,063 shares; 2025Q4: 3,886 shares 3,886 $2.93M 0.02% -1,177 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: 7,398 shares; 2024Q4: 9,345 shares; 2025Q1: 10,393 shares; 2025Q2: 9,508 shares; 2025Q3: 10,227 shares; 2025Q4: 11,130 shares 11,130 $2.92M 0.02% +903 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: 82,576 shares; 2024Q4: 120,661 shares; 2025Q1: not reported; 2025Q2: 133,968 shares; 2025Q3: 141,725 shares; 2025Q4: 183,439 shares 183,439 $2.91M 0.02% +41,714 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: 30,410 shares; 2024Q4: 8,437 shares; 2025Q1: 11,530 shares; 2025Q2: 13,717 shares; 2025Q3: 14,752 shares; 2025Q4: 26,365 shares 26,365 $2.9M 0.02% +11,613 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: 13,311 shares; 2024Q4: 16,762 shares; 2025Q1: not reported; 2025Q2: 14,902 shares; 2025Q3: 17,374 shares; 2025Q4: 17,002 shares 17,002 $2.9M 0.02% -372 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 22,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,129 shares; 2025Q4: 28,846 shares 28,846 $2.89M 0.02% +8,717 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: 4,111 shares; 2024Q4: 28,065 shares; 2025Q1: 18,702 shares; 2025Q2: 20,721 shares; 2025Q3: 18,751 shares; 2025Q4: 20,858 shares 20,858 $2.89M 0.02% +2,107 Timeline BOTZ 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: 67,949 shares; 2024Q4: 68,346 shares; 2025Q1: 58,612 shares; 2025Q2: 68,794 shares; 2025Q3: 73,715 shares; 2025Q4: 79,523 shares 79,523 $2.88M 0.02% +5,808 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: 101,746 shares; 2024Q4: 115,116 shares; 2025Q1: 116,312 shares; 2025Q2: 84,827 shares; 2025Q3: 78,215 shares; 2025Q4: 72,274 shares 72,274 $2.85M 0.02% -5,941 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,802 shares; 2024Q4: 141,701 shares; 2025Q1: 131,749 shares; 2025Q2: 123,392 shares; 2025Q3: 128,624 shares; 2025Q4: 127,554 shares 127,554 $2.85M 0.02% -1,070 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: 61,375 shares; 2024Q4: 56,610 shares; 2025Q1: 64,750 shares; 2025Q2: 58,330 shares; 2025Q3: 60,989 shares; 2025Q4: 61,451 shares 61,451 $2.83M 0.02% +462 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,387 shares; 2024Q4: 31,357 shares; 2025Q1: 39,373 shares; 2025Q2: 39,203 shares; 2025Q3: 40,627 shares; 2025Q4: 26,905 shares 26,905 $2.83M 0.02% -13,722 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 10,922 shares; 2025Q1: 32,626 shares; 2025Q2: 9,884 shares; 2025Q3: 9,715 shares; 2025Q4: 15,348 shares 15,348 $2.78M 0.02% +5,633 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,783 shares; 2024Q4: 78,693 shares; 2025Q1: not reported; 2025Q2: 67,427 shares; 2025Q3: 67,503 shares; 2025Q4: 61,078 shares 61,078 $2.75M 0.02% -6,425 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,032 shares; 2024Q4: 19,953 shares; 2025Q1: 23,946 shares; 2025Q2: 24,045 shares; 2025Q3: 29,621 shares; 2025Q4: 30,323 shares 30,323 $2.73M 0.02% +702 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: 3,312 shares; 2024Q4: 6,064 shares; 2025Q1: 8,572 shares; 2025Q2: 15,172 shares; 2025Q3: 16,535 shares; 2025Q4: 15,037 shares 15,037 $2.71M 0.02% -1,498 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: 54,981 shares; 2024Q4: 159,536 shares; 2025Q1: not reported; 2025Q2: 91,873 shares; 2025Q3: 92,836 shares; 2025Q4: 106,224 shares 106,224 $2.7M 0.02% +13,388 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: 11,197 shares; 2024Q4: 12,507 shares; 2025Q1: 13,817 shares; 2025Q2: 18,291 shares; 2025Q3: 15,516 shares; 2025Q4: 15,563 shares 15,563 $2.7M 0.02% +47 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 22,975 shares; 2025Q1: 14,230 shares; 2025Q2: not reported; 2025Q3: 13,282 shares; 2025Q4: 12,645 shares 12,645 $2.7M 0.02% -637 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,686 shares; 2025Q2: 8,129 shares; 2025Q3: 98,802 shares; 2025Q4: 100,119 shares 100,119 $2.69M 0.02% +1,317 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 6,070 shares; 2025Q4: 6,376 shares 6,376 $2.69M 0.02% +306 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 8,717 shares; 2025Q1: 11,157 shares; 2025Q2: 10,885 shares; 2025Q3: 9,912 shares; 2025Q4: 9,724 shares 9,724 $2.68M 0.02% -188 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,962 shares; 2024Q4: 13,718 shares; 2025Q1: 16,220 shares; 2025Q2: 13,120 shares; 2025Q3: 15,196 shares; 2025Q4: 16,393 shares 16,393 $2.67M 0.02% +1,197 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,336 shares; 2025Q4: 33,173 shares 33,173 $2.66M 0.02% +1,837 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: 41,589 shares; 2024Q4: 41,156 shares; 2025Q1: 32,289 shares; 2025Q2: 44,023 shares; 2025Q3: 48,583 shares; 2025Q4: 41,259 shares 41,259 $2.66M 0.02% -7,324 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: 9,354 shares; 2024Q4: 11,297 shares; 2025Q1: 10,576 shares; 2025Q2: 11,360 shares; 2025Q3: 11,733 shares; 2025Q4: 12,659 shares 12,659 $2.64M 0.02% +926 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,188 shares; 2024Q4: 34,781 shares; 2025Q1: 36,499 shares; 2025Q2: 38,210 shares; 2025Q3: 82,085 shares; 2025Q4: 105,150 shares 105,150 $2.64M 0.02% +23,065 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: 32,563 shares; 2024Q4: 45,361 shares; 2025Q1: 51,161 shares; 2025Q2: 47,564 shares; 2025Q3: 48,614 shares; 2025Q4: 53,450 shares 53,450 $2.63M 0.02% +4,836 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: 5,460 shares; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: 17,079 shares; 2025Q3: 17,988 shares; 2025Q4: 18,782 shares 18,782 $2.63M 0.02% +794 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: 60,367 shares; 2024Q4: 68,982 shares; 2025Q1: 55,543 shares; 2025Q2: 59,230 shares; 2025Q3: 53,227 shares; 2025Q4: 53,986 shares 53,986 $2.62M 0.02% +759 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 8,212 shares; 2025Q1: 14,619 shares; 2025Q2: 28,288 shares; 2025Q3: 35,944 shares; 2025Q4: 50,611 shares 50,611 $2.61M 0.02% +14,667 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,687 shares; 2025Q4: 102,052 shares 102,052 $2.6M 0.02% -158,635 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: not reported; 2025Q1: not reported; 2025Q2: 50,357 shares; 2025Q3: 54,995 shares; 2025Q4: 73,691 shares 73,691 $2.6M 0.02% +18,696 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: 60,241 shares; 2024Q4: 52,519 shares; 2025Q1: 77,630 shares; 2025Q2: 95,343 shares; 2025Q3: 54,511 shares; 2025Q4: 52,720 shares 52,720 $2.58M 0.02% -1,791 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,336 shares; 2025Q2: 19,700 shares; 2025Q3: 100,560 shares; 2025Q4: 104,518 shares 104,518 $2.58M 0.02% +3,958 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: 10,662 shares; 2024Q4: 10,074 shares; 2025Q1: 10,652 shares; 2025Q2: 13,424 shares; 2025Q3: 13,120 shares; 2025Q4: 13,058 shares 13,058 $2.57M 0.02% -62 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: 9,550 shares; 2024Q4: 13,641 shares; 2025Q1: 15,260 shares; 2025Q2: 14,405 shares; 2025Q3: 16,943 shares; 2025Q4: 15,818 shares 15,818 $2.55M 0.02% -1,125 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 15,481 shares; 2025Q1: 24,426 shares; 2025Q2: 35,312 shares; 2025Q3: 31,252 shares; 2025Q4: 34,894 shares 34,894 $2.55M 0.02% +3,642 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,228 shares; 2024Q4: 100,376 shares; 2025Q1: 93,614 shares; 2025Q2: 98,676 shares; 2025Q3: 110,972 shares; 2025Q4: 111,356 shares 111,356 $2.55M 0.02% +384 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,783 shares; 2024Q4: 167,257 shares; 2025Q1: not reported; 2025Q2: 208,871 shares; 2025Q3: 62,024 shares; 2025Q4: 61,333 shares 61,333 $2.54M 0.02% -691 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,560 shares; 2025Q1: 6,919 shares; 2025Q2: not reported; 2025Q3: 8,944 shares; 2025Q4: 8,635 shares 8,635 $2.54M 0.02% -309 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,346 shares; 2024Q4: 14,306 shares; 2025Q1: 14,050 shares; 2025Q2: 16,572 shares; 2025Q3: 13,777 shares; 2025Q4: 8,552 shares 8,552 $2.53M 0.02% -5,225 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,745 shares; 2024Q4: 36,776 shares; 2025Q1: 36,647 shares; 2025Q2: 37,520 shares; 2025Q3: 37,724 shares; 2025Q4: 54,694 shares 54,694 $2.52M 0.02% +16,970 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,614 shares; 2024Q4: 15,935 shares; 2025Q1: 14,684 shares; 2025Q2: 13,814 shares; 2025Q3: 15,096 shares; 2025Q4: 15,419 shares 15,419 $2.51M 0.02% +323 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,412 shares; 2024Q4: 30,420 shares; 2025Q1: 41,170 shares; 2025Q2: 55,880 shares; 2025Q3: 54,046 shares; 2025Q4: 47,408 shares 47,408 $2.5M 0.02% -6,638 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,653 shares; 2025Q1: 33,615 shares; 2025Q2: 73,328 shares; 2025Q3: 93,759 shares; 2025Q4: 111,841 shares 111,841 $2.5M 0.02% +18,082 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: 38,796 shares; 2024Q4: 70,104 shares; 2025Q1: 84,552 shares; 2025Q2: 97,449 shares; 2025Q3: 102,052 shares; 2025Q4: 90,819 shares 90,819 $2.5M 0.02% -11,233 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,501 shares; 2025Q1: not reported; 2025Q2: 5,838 shares; 2025Q3: 5,691 shares; 2025Q4: 8,121 shares 8,121 $2.49M 0.02% +2,430 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 19,654 shares; 2025Q1: 29,059 shares; 2025Q2: 47,790 shares; 2025Q3: 52,472 shares; 2025Q4: 57,040 shares 57,040 $2.49M 0.02% +4,568 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,659 shares; 2024Q4: 56,105 shares; 2025Q1: 59,058 shares; 2025Q2: 65,562 shares; 2025Q3: 55,237 shares; 2025Q4: 54,176 shares 54,176 $2.49M 0.02% -1,061 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,126 shares; 2024Q4: 23,103 shares; 2025Q1: 26,911 shares; 2025Q2: not reported; 2025Q3: 23,709 shares; 2025Q4: 25,013 shares 25,013 $2.48M 0.02% +1,304 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,368 shares; 2024Q4: 37,290 shares; 2025Q1: 39,409 shares; 2025Q2: 39,133 shares; 2025Q3: 32,486 shares; 2025Q4: 31,428 shares 31,428 $2.48M 0.02% -1,058 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,263 shares; 2025Q1: 5,135 shares; 2025Q2: 5,936 shares; 2025Q3: 7,412 shares; 2025Q4: 9,588 shares 9,588 $2.48M 0.02% +2,176 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: 34,386 shares; 2024Q4: 53,965 shares; 2025Q1: 81,607 shares; 2025Q2: 112,106 shares; 2025Q3: 115,718 shares; 2025Q4: 141,340 shares 141,340 $2.47M 0.02% +25,622 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,946 shares; 2025Q2: 34,366 shares; 2025Q3: 64,216 shares; 2025Q4: 80,876 shares 80,876 $2.46M 0.02% +16,660 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,653 shares; 2025Q1: 60,090 shares; 2025Q2: 66,598 shares; 2025Q3: 68,810 shares; 2025Q4: 38,520 shares 38,520 $2.45M 0.02% -30,290 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: 7,519 shares; 2024Q4: 20,153 shares; 2025Q1: 20,079 shares; 2025Q2: 20,205 shares; 2025Q3: 20,611 shares; 2025Q4: 19,158 shares 19,158 $2.44M 0.02% -1,453 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,180 shares; 2024Q4: 72,885 shares; 2025Q1: not reported; 2025Q2: 82,109 shares; 2025Q3: 89,090 shares; 2025Q4: 122,901 shares 122,901 $2.44M 0.02% +33,811 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,912 shares; 2025Q2: 30,526 shares; 2025Q3: 34,542 shares; 2025Q4: 40,271 shares 40,271 $2.44M 0.02% +5,729 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,774 shares; 2025Q1: 1,987 shares; 2025Q2: 1,494 shares; 2025Q3: 1,357 shares; 2025Q4: 1,209 shares 1,209 $2.43M 0.02% -148 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,881 shares; 2024Q4: 22,173 shares; 2025Q1: 13,944 shares; 2025Q2: 15,166 shares; 2025Q3: 16,483 shares; 2025Q4: 16,848 shares 16,848 $2.42M 0.02% +365 Timeline HYD 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: 46,577 shares; 2024Q4: 40,092 shares; 2025Q1: 42,923 shares; 2025Q2: 52,554 shares; 2025Q3: 33,472 shares; 2025Q4: 47,284 shares 47,284 $2.42M 0.02% +13,812 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: 7,782 shares; 2024Q4: 8,009 shares; 2025Q1: 9,907 shares; 2025Q2: 11,458 shares; 2025Q3: 13,508 shares; 2025Q4: 17,207 shares 17,207 $2.4M 0.02% +3,699 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,469 shares; 2025Q1: 5,079 shares; 2025Q2: 5,192 shares; 2025Q3: 4,748 shares; 2025Q4: 4,200 shares 4,200 $2.4M 0.02% -548 Timeline TIPX 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: 125,884 shares; 2024Q4: 128,244 shares; 2025Q1: 127,843 shares; 2025Q2: 122,594 shares; 2025Q3: 121,008 shares; 2025Q4: 125,491 shares 125,491 $2.39M 0.02% +4,483 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: 59,646 shares; 2024Q4: 41,624 shares; 2025Q1: 37,675 shares; 2025Q2: 42,326 shares; 2025Q3: 44,504 shares; 2025Q4: 47,390 shares 47,390 $2.39M 0.02% +2,886 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,251 shares; 2024Q4: 220,849 shares; 2025Q1: 226,738 shares; 2025Q2: 230,265 shares; 2025Q3: 240,088 shares; 2025Q4: 106,918 shares 106,918 $2.39M 0.02% -133,170 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,967 shares; 2024Q4: 8,349 shares; 2025Q1: 9,893 shares; 2025Q2: 10,637 shares; 2025Q3: 11,219 shares; 2025Q4: 13,166 shares 13,166 $2.37M 0.02% +1,947 Timeline BALI 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: 41,623 shares; 2025Q1: 44,846 shares; 2025Q2: 71,785 shares; 2025Q3: 77,305 shares; 2025Q4: 74,656 shares 74,656 $2.37M 0.02% -2,649 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,995 shares; 2024Q4: 12,228 shares; 2025Q1: not reported; 2025Q2: 11,553 shares; 2025Q3: 11,394 shares; 2025Q4: 10,574 shares 10,574 $2.36M 0.02% -820 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: 17,395 shares; 2024Q4: 17,473 shares; 2025Q1: 20,008 shares; 2025Q2: 18,649 shares; 2025Q3: 16,954 shares; 2025Q4: 14,406 shares 14,406 $2.35M 0.02% -2,548 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: 18,663 shares; 2024Q4: 22,150 shares; 2025Q1: 25,362 shares; 2025Q2: not reported; 2025Q3: 58,643 shares; 2025Q4: 67,827 shares 67,827 $2.35M 0.02% +9,184 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,057 shares; 2025Q3: 9,309 shares; 2025Q4: 9,689 shares 9,689 $2.34M 0.02% +380 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,842 shares; 2025Q2: 20,586 shares; 2025Q3: 48,893 shares; 2025Q4: 49,741 shares 49,741 $2.33M 0.02% +848 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 8,635 shares; 2025Q1: 9,743 shares; 2025Q2: 9,911 shares; 2025Q3: 9,141 shares; 2025Q4: 9,025 shares 9,025 $2.31M 0.02% -116 Timeline