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: 917,815 shares; 2024Q4: 1,454,279 shares; 2025Q1: 1,629,637 shares; 2025Q2: 2,011,769 shares; 2025Q3: 2,181,166 shares; 2025Q4: 2,651,448 shares 2,651,448 $721M 3.77% +470,282 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: 440,284 shares; 2024Q4: 692,772 shares; 2025Q1: 783,110 shares; 2025Q2: 1,005,611 shares; 2025Q3: 1,091,953 shares; 2025Q4: 1,324,960 shares 1,324,960 $641M 3.35% +233,007 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,757 shares; 2024Q4: 385,585 shares; 2025Q1: 534,943 shares; 2025Q2: 597,818 shares; 2025Q3: 719,462 shares; 2025Q4: 774,856 shares 774,856 $531M 2.78% +55,394 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: 2,414,193 shares; 2024Q4: 3,391,582 shares; 2025Q1: 4,205,756 shares; 2025Q2: 5,551,780 shares; 2025Q3: 6,533,589 shares; 2025Q4: 6,993,740 shares 6,993,740 $463M 2.42% +460,151 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,692 shares; 2024Q4: 997,703 shares; 2025Q1: 1,091,055 shares; 2025Q2: 1,414,283 shares; 2025Q3: 1,919,713 shares; 2025Q4: 2,477,592 shares 2,477,592 $462M 2.42% +557,879 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,546 shares; 2024Q4: 1,600,629 shares; 2025Q1: 1,974,775 shares; 2025Q2: 2,621,743 shares; 2025Q3: 3,129,559 shares; 2025Q4: 3,444,118 shares 3,444,118 $346M 1.81% +314,559 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665,373 shares; 2024Q4: 4,126,118 shares; 2025Q1: 5,652,669 shares; 2025Q2: 7,206,897 shares; 2025Q3: 8,048,126 shares; 2025Q4: 8,363,568 shares 8,363,568 $317M 1.66% +315,442 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: 278,071 shares; 2024Q4: 481,482 shares; 2025Q1: 557,089 shares; 2025Q2: 697,035 shares; 2025Q3: 753,050 shares; 2025Q4: 861,231 shares 861,231 $298M 1.56% +108,181 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: 318,418 shares; 2024Q4: 518,764 shares; 2025Q1: 564,061 shares; 2025Q2: 687,963 shares; 2025Q3: 749,785 shares; 2025Q4: 913,996 shares 913,996 $295M 1.54% +164,211 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227,965 shares; 2024Q4: 1,918,299 shares; 2025Q1: 2,373,553 shares; 2025Q2: 2,742,003 shares; 2025Q3: 2,973,338 shares; 2025Q4: 3,135,764 shares 3,135,764 $280M 1.47% +162,426 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: 185,372 shares; 2024Q4: 308,186 shares; 2025Q1: 337,828 shares; 2025Q2: 489,512 shares; 2025Q3: 664,921 shares; 2025Q4: 856,960 shares 856,960 $268M 1.4% +192,039 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: 345,037 shares; 2024Q4: 524,816 shares; 2025Q1: 576,324 shares; 2025Q2: 707,759 shares; 2025Q3: 871,916 shares; 2025Q4: 1,140,967 shares 1,140,967 $263M 1.38% +269,051 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: 60,005 shares; 2024Q4: 95,179 shares; 2025Q1: 137,926 shares; 2025Q2: 150,646 shares; 2025Q3: 168,809 shares; 2025Q4: 304,035 shares 304,035 $191M 1% +135,226 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: 32,632 shares; 2024Q4: 44,941 shares; 2025Q1: 56,720 shares; 2025Q2: 75,351 shares; 2025Q3: 106,632 shares; 2025Q4: 278,473 shares 278,473 $189M 0.99% +171,841 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: 39,317 shares; 2024Q4: 67,072 shares; 2025Q1: 92,538 shares; 2025Q2: 119,300 shares; 2025Q3: 123,218 shares; 2025Q4: 160,586 shares 160,586 $173M 0.9% +37,368 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: 59,901 shares; 2024Q4: 97,817 shares; 2025Q1: 112,249 shares; 2025Q2: 165,752 shares; 2025Q3: 221,839 shares; 2025Q4: 258,906 shares 258,906 $171M 0.89% +37,067 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: 286,731 shares; 2024Q4: 1,042,041 shares; 2025Q1: 1,655,635 shares; 2025Q2: 2,362,294 shares; 2025Q3: 2,862,249 shares; 2025Q4: 3,410,407 shares 3,410,407 $165M 0.86% +548,158 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: 252,384 shares; 2024Q4: 425,094 shares; 2025Q1: 469,325 shares; 2025Q2: 604,758 shares; 2025Q3: 663,276 shares; 2025Q4: 763,694 shares 763,694 $158M 0.83% +100,418 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: 421,029 shares; 2024Q4: 736,961 shares; 2025Q1: 847,348 shares; 2025Q2: 1,040,297 shares; 2025Q3: 1,167,854 shares; 2025Q4: 1,350,705 shares 1,350,705 $150M 0.79% +182,851 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: 76,647 shares; 2024Q4: 154,359 shares; 2025Q1: 207,176 shares; 2025Q2: 225,385 shares; 2025Q3: 236,970 shares; 2025Q4: 300,632 shares 300,632 $147M 0.77% +63,662 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,841 shares; 2024Q4: 115,561 shares; 2025Q1: 171,229 shares; 2025Q2: 256,763 shares; 2025Q3: 290,067 shares; 2025Q4: 371,589 shares 371,589 $130M 0.68% +81,522 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: 174,900 shares; 2024Q4: 300,345 shares; 2025Q1: 407,572 shares; 2025Q2: 461,610 shares; 2025Q3: 524,119 shares; 2025Q4: 575,385 shares 575,385 $128M 0.67% +51,266 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: 78,998 shares; 2024Q4: 98,800 shares; 2025Q1: 97,006 shares; 2025Q2: 558,578 shares; 2025Q3: 635,580 shares; 2025Q4: 609,636 shares 609,636 $121M 0.63% -25,944 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: 110,377 shares; 2024Q4: 197,296 shares; 2025Q1: 224,807 shares; 2025Q2: 286,912 shares; 2025Q3: 315,101 shares; 2025Q4: 384,995 shares 384,995 $121M 0.63% +69,894 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: 45,977 shares; 2024Q4: 105,747 shares; 2025Q1: 129,098 shares; 2025Q2: 167,621 shares; 2025Q3: 180,218 shares; 2025Q4: 207,243 shares 207,243 $104M 0.54% +27,025 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: 649,985 shares; 2024Q4: 755,606 shares; 2025Q1: 1,214,991 shares; 2025Q2: 1,440,012 shares; 2025Q3: 1,607,316 shares; 2025Q4: 2,379,691 shares 2,379,691 $104M 0.54% +772,375 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: 33,520 shares; 2024Q4: 51,326 shares; 2025Q1: 62,282 shares; 2025Q2: 94,290 shares; 2025Q3: 143,346 shares; 2025Q4: 219,870 shares 219,870 $98.9M 0.52% +76,524 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,369 shares; 2024Q4: 404,282 shares; 2025Q1: 457,918 shares; 2025Q2: 2,899,033 shares; 2025Q3: 3,280,177 shares; 2025Q4: 4,297,725 shares 4,297,725 $97.4M 0.51% +1,017,548 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: 34,091 shares; 2024Q4: 60,499 shares; 2025Q1: 70,125 shares; 2025Q2: 90,271 shares; 2025Q3: 99,316 shares; 2025Q4: 113,002 shares 113,002 $97.4M 0.51% +13,686 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: 328,977 shares; 2024Q4: 452,782 shares; 2025Q1: 493,366 shares; 2025Q2: 628,393 shares; 2025Q3: 757,836 shares; 2025Q4: 807,702 shares 807,702 $97.1M 0.51% +49,866 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: 29,615 shares; 2024Q4: 39,387 shares; 2025Q1: 58,866 shares; 2025Q2: 65,380 shares; 2025Q3: 70,715 shares; 2025Q4: 106,269 shares 106,269 $93.4M 0.49% +35,554 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,725 shares; 2024Q4: 527,051 shares; 2025Q1: 1,020,422 shares; 2025Q2: 1,303,527 shares; 2025Q3: 1,522,223 shares; 2025Q4: 2,071,713 shares 2,071,713 $92.3M 0.48% +549,490 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: 101,703 shares; 2024Q4: 184,193 shares; 2025Q1: 201,772 shares; 2025Q2: 250,414 shares; 2025Q3: 272,478 shares; 2025Q4: 301,098 shares 301,098 $92M 0.48% +28,620 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: 88,909 shares; 2024Q4: 180,703 shares; 2025Q1: 205,548 shares; 2025Q2: 243,005 shares; 2025Q3: 245,032 shares; 2025Q4: 279,569 shares 279,569 $91.6M 0.48% +34,537 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: 273,137 shares; 2024Q4: 433,700 shares; 2025Q1: 577,672 shares; 2025Q2: 798,107 shares; 2025Q3: 945,305 shares; 2025Q4: 1,150,988 shares 1,150,988 $90.7M 0.47% +205,683 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: 121,655 shares; 2024Q4: 284,085 shares; 2025Q1: 351,891 shares; 2025Q2: 383,655 shares; 2025Q3: 425,506 shares; 2025Q4: 466,133 shares 466,133 $89.1M 0.47% +40,627 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: 61,334 shares; 2025Q1: 73,566 shares; 2025Q2: 92,319 shares; 2025Q3: 76,092 shares; 2025Q4: 82,802 shares 82,802 $88.6M 0.46% +6,710 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: 119,401 shares; 2024Q4: 208,732 shares; 2025Q1: 233,478 shares; 2025Q2: 284,209 shares; 2025Q3: 306,474 shares; 2025Q4: 382,480 shares 382,480 $87.4M 0.46% +76,006 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: 250,585 shares; 2024Q4: 362,527 shares; 2025Q1: 407,683 shares; 2025Q2: 458,751 shares; 2025Q3: 531,495 shares; 2025Q4: 718,874 shares 718,874 $86.5M 0.45% +187,379 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: 67,459 shares; 2024Q4: 129,558 shares; 2025Q1: 163,571 shares; 2025Q2: 199,368 shares; 2025Q3: 197,996 shares; 2025Q4: 242,882 shares 242,882 $83.5M 0.44% +44,886 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: 450,748 shares; 2024Q4: 769,528 shares; 2025Q1: 712,826 shares; 2025Q2: 868,559 shares; 2025Q3: 959,847 shares; 2025Q4: 1,074,321 shares 1,074,321 $82.7M 0.43% +114,474 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: 49,865 shares; 2024Q4: 63,074 shares; 2025Q1: 68,283 shares; 2025Q2: 73,551 shares; 2025Q3: 99,505 shares; 2025Q4: 134,062 shares 134,062 $82.4M 0.43% +34,557 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: 46,852 shares; 2024Q4: 58,955 shares; 2025Q1: 72,342 shares; 2025Q2: 88,710 shares; 2025Q3: 119,228 shares; 2025Q4: 243,688 shares 243,688 $81.7M 0.43% +124,460 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: 25,423 shares; 2024Q4: 214,901 shares; 2025Q1: 239,364 shares; 2025Q2: 297,270 shares; 2025Q3: 371,982 shares; 2025Q4: 455,256 shares 455,256 $81.1M 0.42% +83,274 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: 187,943 shares; 2024Q4: 352,672 shares; 2025Q1: 362,744 shares; 2025Q2: 445,166 shares; 2025Q3: 480,232 shares; 2025Q4: 520,512 shares 520,512 $79.3M 0.41% +40,280 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: 190,307 shares; 2024Q4: 327,195 shares; 2025Q1: 362,027 shares; 2025Q2: 451,656 shares; 2025Q3: 488,448 shares; 2025Q4: 524,020 shares 524,020 $75.1M 0.39% +35,572 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: 369,350 shares; 2024Q4: 511,157 shares; 2025Q1: 568,741 shares; 2025Q2: 657,857 shares; 2025Q3: 831,278 shares; 2025Q4: 1,181,652 shares 1,181,652 $74M 0.39% +350,374 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: 112,127 shares; 2024Q4: 171,929 shares; 2025Q1: 190,855 shares; 2025Q2: 195,291 shares; 2025Q3: 223,014 shares; 2025Q4: 253,708 shares 253,708 $73.8M 0.39% +30,694 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: 100,302 shares; 2024Q4: 174,892 shares; 2025Q1: 182,349 shares; 2025Q2: 247,077 shares; 2025Q3: 263,876 shares; 2025Q4: 284,299 shares 284,299 $73M 0.38% +20,423 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: 226,466 shares; 2024Q4: 376,796 shares; 2025Q1: 421,039 shares; 2025Q2: 569,944 shares; 2025Q3: 531,114 shares; 2025Q4: 581,695 shares 581,695 $72.8M 0.38% +50,581 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: 134,196 shares; 2024Q4: 215,697 shares; 2025Q1: 212,940 shares; 2025Q2: 256,497 shares; 2025Q3: 279,276 shares; 2025Q4: 291,820 shares 291,820 $70.3M 0.37% +12,544 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: 29,267 shares; 2024Q4: 61,902 shares; 2025Q1: 100,186 shares; 2025Q2: 128,091 shares; 2025Q3: 134,768 shares; 2025Q4: 195,105 shares 195,105 $68.9M 0.36% +60,337 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 407,983 shares; 2025Q1: 579,399 shares; 2025Q2: 897,778 shares; 2025Q3: 1,133,615 shares; 2025Q4: 1,272,793 shares 1,272,793 $67.6M 0.35% +139,178 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: 335,305 shares; 2024Q4: 548,360 shares; 2025Q1: 649,373 shares; 2025Q2: 818,349 shares; 2025Q3: 750,231 shares; 2025Q4: 832,057 shares 832,057 $66.8M 0.35% +81,826 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: 71,256 shares; 2024Q4: 136,959 shares; 2025Q1: 197,521 shares; 2025Q2: 238,347 shares; 2025Q3: 287,154 shares; 2025Q4: 318,508 shares 318,508 $66.5M 0.35% +31,354 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: 260,918 shares; 2024Q4: 417,695 shares; 2025Q1: 500,123 shares; 2025Q2: 619,278 shares; 2025Q3: 559,499 shares; 2025Q4: 585,417 shares 585,417 $64.6M 0.34% +25,918 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: 67,899 shares; 2024Q4: 108,200 shares; 2025Q1: 114,627 shares; 2025Q2: 136,828 shares; 2025Q3: 164,675 shares; 2025Q4: 216,937 shares 216,937 $64.3M 0.34% +52,262 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: 3,658 shares; 2024Q4: 3,694 shares; 2025Q1: 61,138 shares; 2025Q2: 742,520 shares; 2025Q3: 778,878 shares; 2025Q4: 842,326 shares 842,326 $63.9M 0.33% +63,448 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: 154,759 shares; 2024Q4: 291,279 shares; 2025Q1: 350,945 shares; 2025Q2: 430,633 shares; 2025Q3: 407,279 shares; 2025Q4: 437,511 shares 437,511 $62.8M 0.33% +30,232 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: 502,553 shares; 2024Q4: 740,275 shares; 2025Q1: 926,484 shares; 2025Q2: 1,162,077 shares; 2025Q3: 1,335,180 shares; 2025Q4: 1,540,437 shares 1,540,437 $62.7M 0.33% +205,257 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: 201,399 shares; 2024Q4: 546,342 shares; 2025Q1: 531,068 shares; 2025Q2: 577,718 shares; 2025Q3: 817,791 shares; 2025Q4: 913,852 shares 913,852 $61.5M 0.32% +96,061 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: 80,268 shares; 2024Q4: 131,705 shares; 2025Q1: 127,345 shares; 2025Q2: 162,589 shares; 2025Q3: 168,880 shares; 2025Q4: 182,338 shares 182,338 $61.4M 0.32% +13,458 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: 376,596 shares; 2024Q4: 611,999 shares; 2025Q1: 589,751 shares; 2025Q2: 1,107,652 shares; 2025Q3: 1,242,317 shares; 2025Q4: 1,300,226 shares 1,300,226 $60.6M 0.32% +57,909 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: 81,586 shares; 2024Q4: 130,422 shares; 2025Q1: 153,167 shares; 2025Q2: 190,819 shares; 2025Q3: 168,806 shares; 2025Q4: 188,417 shares 188,417 $58.8M 0.31% +19,611 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,144 shares; 2024Q4: 128,538 shares; 2025Q1: 144,020 shares; 2025Q2: 159,924 shares; 2025Q3: 181,286 shares; 2025Q4: 406,800 shares 406,800 $58.6M 0.31% +225,514 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: 93,651 shares; 2024Q4: 139,362 shares; 2025Q1: 139,413 shares; 2025Q2: 163,949 shares; 2025Q3: 203,126 shares; 2025Q4: 303,269 shares 303,269 $58.2M 0.3% +100,143 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: 123,780 shares; 2024Q4: 203,979 shares; 2025Q1: 245,806 shares; 2025Q2: 168,260 shares; 2025Q3: 175,821 shares; 2025Q4: 212,621 shares 212,621 $57.7M 0.3% +36,800 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: 90,658 shares; 2024Q4: 309,948 shares; 2025Q1: 370,025 shares; 2025Q2: 1,055,523 shares; 2025Q3: 959,145 shares; 2025Q4: 1,130,682 shares 1,130,682 $57.1M 0.3% +171,537 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,098 shares; 2024Q4: 48,828 shares; 2025Q1: 52,956 shares; 2025Q2: 72,381 shares; 2025Q3: 82,892 shares; 2025Q4: 99,386 shares 99,386 $57M 0.3% +16,494 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: 81,738 shares; 2024Q4: 145,555 shares; 2025Q1: 176,183 shares; 2025Q2: 237,066 shares; 2025Q3: 200,368 shares; 2025Q4: 211,355 shares 211,355 $56.6M 0.3% +10,987 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: 90,700 shares; 2024Q4: 136,935 shares; 2025Q1: 207,173 shares; 2025Q2: 1,285,162 shares; 2025Q3: 1,386,462 shares; 2025Q4: 1,589,634 shares 1,589,634 $54.9M 0.29% +203,172 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: 82,479 shares; 2024Q4: 96,229 shares; 2025Q1: 102,433 shares; 2025Q2: 116,301 shares; 2025Q3: 125,581 shares; 2025Q4: 136,072 shares 136,072 $53.9M 0.28% +10,491 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: 106,640 shares; 2024Q4: 171,472 shares; 2025Q1: 219,287 shares; 2025Q2: 275,865 shares; 2025Q3: 311,560 shares; 2025Q4: 349,137 shares 349,137 $53.6M 0.28% +37,577 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: 194,258 shares; 2024Q4: 393,603 shares; 2025Q1: 351,485 shares; 2025Q2: 295,956 shares; 2025Q3: 304,742 shares; 2025Q4: 359,434 shares 359,434 $53.4M 0.28% +54,692 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: 182,373 shares; 2024Q4: 227,632 shares; 2025Q1: 214,528 shares; 2025Q2: 346,573 shares; 2025Q3: 400,855 shares; 2025Q4: 431,836 shares 431,836 $53.3M 0.28% +30,981 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: 237,917 shares; 2024Q4: 421,205 shares; 2025Q1: 501,779 shares; 2025Q2: 448,078 shares; 2025Q3: 470,436 shares; 2025Q4: 503,900 shares 503,900 $53M 0.28% +33,464 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: 76,266 shares; 2024Q4: 130,199 shares; 2025Q1: 136,509 shares; 2025Q2: 173,000 shares; 2025Q3: 233,188 shares; 2025Q4: 270,721 shares 270,721 $52.7M 0.28% +37,533 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: 587,289 shares; 2024Q4: 594,527 shares; 2025Q1: 604,451 shares; 2025Q2: 635,173 shares; 2025Q3: 751,830 shares; 2025Q4: 975,588 shares 975,588 $52.5M 0.27% +223,758 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: 25,064 shares; 2024Q4: 48,254 shares; 2025Q1: 65,983 shares; 2025Q2: 70,158 shares; 2025Q3: 161,832 shares; 2025Q4: 179,683 shares 179,683 $51.3M 0.27% +17,851 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: 233,542 shares; 2024Q4: 438,043 shares; 2025Q1: 461,195 shares; 2025Q2: 538,328 shares; 2025Q3: 572,562 shares; 2025Q4: 587,634 shares 587,634 $49.2M 0.26% +15,072 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: 37,001 shares; 2024Q4: 83,209 shares; 2025Q1: 162,029 shares; 2025Q2: 221,179 shares; 2025Q3: 247,902 shares; 2025Q4: 280,598 shares 280,598 $48M 0.25% +32,696 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: 14,516 shares; 2024Q4: 56,892 shares; 2025Q1: 89,767 shares; 2025Q2: 97,819 shares; 2025Q3: 119,041 shares; 2025Q4: 147,013 shares 147,013 $47.8M 0.25% +27,972 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: 246,581 shares; 2024Q4: 282,210 shares; 2025Q1: 376,157 shares; 2025Q2: 456,595 shares; 2025Q3: 544,342 shares; 2025Q4: 1,178,567 shares 1,178,567 $47.4M 0.25% +634,225 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: 22,979 shares; 2024Q4: 37,908 shares; 2025Q1: 69,579 shares; 2025Q2: 281,590 shares; 2025Q3: 439,229 shares; 2025Q4: 558,992 shares 558,992 $46M 0.24% +119,763 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: 86,641 shares; 2024Q4: 164,739 shares; 2025Q1: 163,351 shares; 2025Q2: 196,798 shares; 2025Q3: 223,147 shares; 2025Q4: 246,311 shares 246,311 $45.2M 0.24% +23,164 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: 33,523 shares; 2024Q4: 52,302 shares; 2025Q1: 66,478 shares; 2025Q2: 102,487 shares; 2025Q3: 124,239 shares; 2025Q4: 146,443 shares 146,443 $45.2M 0.24% +22,204 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: 19,374 shares; 2024Q4: 33,297 shares; 2025Q1: 35,182 shares; 2025Q2: 61,798 shares; 2025Q3: 71,489 shares; 2025Q4: 78,994 shares 78,994 $45.1M 0.24% +7,505 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: 144,055 shares; 2024Q4: 244,624 shares; 2025Q1: 280,266 shares; 2025Q2: 348,245 shares; 2025Q3: 369,565 shares; 2025Q4: 388,940 shares 388,940 $43.5M 0.23% +19,375 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: 61,014 shares; 2024Q4: 98,329 shares; 2025Q1: 101,601 shares; 2025Q2: 273,590 shares; 2025Q3: 303,379 shares; 2025Q4: 352,784 shares 352,784 $43.3M 0.23% +49,405 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,146 shares; 2024Q4: 260,647 shares; 2025Q1: 326,949 shares; 2025Q2: 361,099 shares; 2025Q3: 397,006 shares; 2025Q4: 449,087 shares 449,087 $43.2M 0.23% +52,081 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: 36,819 shares; 2024Q4: 60,552 shares; 2025Q1: 57,287 shares; 2025Q2: 87,965 shares; 2025Q3: 92,954 shares; 2025Q4: 100,748 shares 100,748 $42.9M 0.22% +7,794 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,577 shares; 2024Q4: 284,416 shares; 2025Q1: 300,044 shares; 2025Q2: 366,260 shares; 2025Q3: 434,045 shares; 2025Q4: 466,920 shares 466,920 $42.7M 0.22% +32,875 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: 60,491 shares; 2024Q4: 100,504 shares; 2025Q1: 119,872 shares; 2025Q2: 151,073 shares; 2025Q3: 131,695 shares; 2025Q4: 143,327 shares 143,327 $42.1M 0.22% +11,632 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: 333,086 shares; 2024Q4: 482,979 shares; 2025Q1: 512,262 shares; 2025Q2: 473,669 shares; 2025Q3: 512,846 shares; 2025Q4: 558,741 shares 558,741 $41.8M 0.22% +45,895 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,607 shares; 2024Q4: 224,761 shares; 2025Q1: 227,102 shares; 2025Q2: 283,451 shares; 2025Q3: 281,356 shares; 2025Q4: 309,493 shares 309,493 $41.1M 0.21% +28,137 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,369 shares; 2024Q4: 921,271 shares; 2025Q1: 1,074,509 shares; 2025Q2: 1,180,478 shares; 2025Q3: 1,344,348 shares; 2025Q4: 1,388,534 shares 1,388,534 $41M 0.21% +44,186 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: 42,689 shares; 2024Q4: 62,966 shares; 2025Q1: 86,521 shares; 2025Q2: 122,691 shares; 2025Q3: 139,232 shares; 2025Q4: 156,043 shares 156,043 $40.1M 0.21% +16,811 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,602 shares; 2024Q4: 45,640 shares; 2025Q1: 53,013 shares; 2025Q2: 419,288 shares; 2025Q3: 414,484 shares; 2025Q4: 415,866 shares 415,866 $40.1M 0.21% +1,382 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: 73,532 shares; 2024Q4: 129,736 shares; 2025Q1: 182,962 shares; 2025Q2: 202,677 shares; 2025Q3: 224,262 shares; 2025Q4: 374,403 shares 374,403 $39.2M 0.21% +150,141 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: 24,225 shares; 2024Q4: 40,733 shares; 2025Q1: 41,794 shares; 2025Q2: 54,594 shares; 2025Q3: 58,783 shares; 2025Q4: 81,047 shares 81,047 $39.2M 0.21% +22,264 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: 50,032 shares; 2024Q4: 60,753 shares; 2025Q1: 75,510 shares; 2025Q2: 119,952 shares; 2025Q3: 137,320 shares; 2025Q4: 183,701 shares 183,701 $39.1M 0.2% +46,381 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,913 shares; 2024Q4: 108,427 shares; 2025Q1: 102,450 shares; 2025Q2: 145,436 shares; 2025Q3: 147,593 shares; 2025Q4: 157,308 shares 157,308 $38.7M 0.2% +9,715 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: 25,409 shares; 2024Q4: 44,079 shares; 2025Q1: 51,001 shares; 2025Q2: 77,073 shares; 2025Q3: 83,643 shares; 2025Q4: 145,232 shares 145,232 $38.5M 0.2% +61,589 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: 31,721 shares; 2024Q4: 46,537 shares; 2025Q1: 80,301 shares; 2025Q2: 101,556 shares; 2025Q3: 118,677 shares; 2025Q4: 148,238 shares 148,238 $38.3M 0.2% +29,561 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: 39,998 shares; 2024Q4: 53,288 shares; 2025Q1: 66,146 shares; 2025Q2: 88,120 shares; 2025Q3: 100,861 shares; 2025Q4: 126,095 shares 126,095 $38.3M 0.2% +25,234 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: 28,674 shares; 2024Q4: 90,639 shares; 2025Q1: 89,670 shares; 2025Q2: 97,332 shares; 2025Q3: 115,755 shares; 2025Q4: 201,599 shares 201,599 $37.2M 0.19% +85,844 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: 70,019 shares; 2024Q4: 133,894 shares; 2025Q1: 306,470 shares; 2025Q2: 484,985 shares; 2025Q3: 550,569 shares; 2025Q4: 617,824 shares 617,824 $37.2M 0.19% +67,255 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: 313,146 shares; 2024Q4: 529,547 shares; 2025Q1: 603,194 shares; 2025Q2: 734,258 shares; 2025Q3: 661,301 shares; 2025Q4: 642,316 shares 642,316 $36.8M 0.19% -18,985 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: 187,958 shares; 2024Q4: 285,476 shares; 2025Q1: 259,618 shares; 2025Q2: 291,716 shares; 2025Q3: 265,705 shares; 2025Q4: 281,577 shares 281,577 $36.3M 0.19% +15,872 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: 64,825 shares; 2024Q4: 111,492 shares; 2025Q1: 98,181 shares; 2025Q2: 133,418 shares; 2025Q3: 108,323 shares; 2025Q4: 112,627 shares 112,627 $36.1M 0.19% +4,304 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,001 shares; 2024Q4: 404,871 shares; 2025Q1: 474,561 shares; 2025Q2: 615,337 shares; 2025Q3: 705,174 shares; 2025Q4: 656,369 shares 656,369 $36.1M 0.19% -48,805 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,324 shares; 2024Q4: 48,228 shares; 2025Q1: 43,894 shares; 2025Q2: 334,131 shares; 2025Q3: 366,321 shares; 2025Q4: 587,006 shares 587,006 $35.1M 0.18% +220,685 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,209 shares; 2024Q4: 120,497 shares; 2025Q1: 125,779 shares; 2025Q2: 212,868 shares; 2025Q3: 442,078 shares; 2025Q4: 569,745 shares 569,745 $34.7M 0.18% +127,667 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: 11,352 shares; 2024Q4: 16,732 shares; 2025Q1: 19,704 shares; 2025Q2: 28,594 shares; 2025Q3: 31,677 shares; 2025Q4: 356,451 shares 356,451 $33.4M 0.17% +324,774 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: 7,275 shares; 2024Q4: 8,439 shares; 2025Q1: 10,530 shares; 2025Q2: 13,127 shares; 2025Q3: 13,855 shares; 2025Q4: 42,867 shares 42,867 $32.4M 0.17% +29,012 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,996 shares; 2024Q4: 196,365 shares; 2025Q1: 192,583 shares; 2025Q2: 160,798 shares; 2025Q3: 336,335 shares; 2025Q4: 413,795 shares 413,795 $32.3M 0.17% +77,460 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: 188,869 shares; 2024Q4: 253,183 shares; 2025Q1: 266,099 shares; 2025Q2: 361,555 shares; 2025Q3: 397,894 shares; 2025Q4: 449,078 shares 449,078 $31.4M 0.16% +51,184 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: 31,452 shares; 2024Q4: 42,811 shares; 2025Q1: 38,668 shares; 2025Q2: 42,330 shares; 2025Q3: 61,578 shares; 2025Q4: 83,647 shares 83,647 $30.9M 0.16% +22,069 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,173 shares; 2024Q4: 84,756 shares; 2025Q1: 91,911 shares; 2025Q2: 209,440 shares; 2025Q3: 250,518 shares; 2025Q4: 268,146 shares 268,146 $30.9M 0.16% +17,628 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: 125,422 shares; 2024Q4: 191,436 shares; 2025Q1: 258,993 shares; 2025Q2: 288,543 shares; 2025Q3: 309,756 shares; 2025Q4: 330,277 shares 330,277 $30.9M 0.16% +20,521 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: 361,894 shares; 2024Q4: 524,598 shares; 2025Q1: 506,562 shares; 2025Q2: 1,059,578 shares; 2025Q3: 1,168,758 shares; 2025Q4: 1,246,942 shares 1,246,942 $30.9M 0.16% +78,184 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: 36,777 shares; 2024Q4: 91,058 shares; 2025Q1: 73,724 shares; 2025Q2: 88,728 shares; 2025Q3: 81,902 shares; 2025Q4: 144,642 shares 144,642 $30.7M 0.16% +62,740 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: 11,723 shares; 2024Q4: 20,841 shares; 2025Q1: 28,994 shares; 2025Q2: 65,048 shares; 2025Q3: 84,701 shares; 2025Q4: 88,002 shares 88,002 $30.2M 0.16% +3,301 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,716 shares; 2024Q4: 862,470 shares; 2025Q1: 684,699 shares; 2025Q2: 840,339 shares; 2025Q3: 692,489 shares; 2025Q4: 680,109 shares 680,109 $30.1M 0.16% -12,380 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: 27,909 shares; 2024Q4: 39,674 shares; 2025Q1: 38,124 shares; 2025Q2: 54,037 shares; 2025Q3: 59,081 shares; 2025Q4: 57,440 shares 57,440 $30M 0.16% -1,641 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: 31,038 shares; 2024Q4: 41,132 shares; 2025Q1: 47,108 shares; 2025Q2: 50,302 shares; 2025Q3: 54,723 shares; 2025Q4: 63,814 shares 63,814 $29.9M 0.16% +9,091 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,038 shares; 2024Q4: 94,614 shares; 2025Q1: 100,478 shares; 2025Q2: 120,219 shares; 2025Q3: 137,966 shares; 2025Q4: 145,703 shares 145,703 $29.5M 0.15% +7,737 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: 22,260 shares; 2024Q4: 33,492 shares; 2025Q1: 34,254 shares; 2025Q2: 44,063 shares; 2025Q3: 47,987 shares; 2025Q4: 134,913 shares 134,913 $29.3M 0.15% +86,926 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,662 shares; 2025Q1: 6,310 shares; 2025Q2: 5,846 shares; 2025Q3: 6,587 shares; 2025Q4: 70,582 shares 70,582 $29.1M 0.15% +63,995 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: 67,892 shares; 2024Q4: 92,648 shares; 2025Q1: 101,400 shares; 2025Q2: 126,289 shares; 2025Q3: 143,423 shares; 2025Q4: 178,244 shares 178,244 $28.6M 0.15% +34,821 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605,827 shares; 2025Q2: 1,141,649 shares; 2025Q3: 1,309,779 shares; 2025Q4: 1,343,247 shares 1,343,247 $28.5M 0.15% +33,468 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: 130,949 shares; 2024Q4: 279,944 shares; 2025Q1: 276,063 shares; 2025Q2: 330,375 shares; 2025Q3: 337,051 shares; 2025Q4: 334,418 shares 334,418 $28M 0.15% -2,633 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: 48,577 shares; 2024Q4: 91,234 shares; 2025Q1: 93,546 shares; 2025Q2: 93,868 shares; 2025Q3: 103,180 shares; 2025Q4: 112,936 shares 112,936 $28M 0.15% +9,756 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: 44,636 shares; 2024Q4: 63,661 shares; 2025Q1: 76,815 shares; 2025Q2: 86,063 shares; 2025Q3: 101,035 shares; 2025Q4: 120,626 shares 120,626 $27.9M 0.15% +19,591 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: 72,689 shares; 2024Q4: 92,529 shares; 2025Q1: 158,811 shares; 2025Q2: 172,483 shares; 2025Q3: 180,266 shares; 2025Q4: 194,005 shares 194,005 $27.8M 0.15% +13,739 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: 189,690 shares; 2024Q4: 281,800 shares; 2025Q1: 295,036 shares; 2025Q2: 344,229 shares; 2025Q3: 348,175 shares; 2025Q4: 347,658 shares 347,658 $27.7M 0.15% -517 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 16,254 shares; 2025Q1: 17,436 shares; 2025Q2: 26,023 shares; 2025Q3: 25,285 shares; 2025Q4: 27,186 shares 27,186 $27.4M 0.14% +1,901 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: 223,006 shares; 2024Q4: 232,056 shares; 2025Q1: 293,515 shares; 2025Q2: 341,904 shares; 2025Q3: 372,868 shares; 2025Q4: 391,203 shares 391,203 $27.2M 0.14% +18,335 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: 84,009 shares; 2024Q4: 86,702 shares; 2025Q1: 81,317 shares; 2025Q2: 84,449 shares; 2025Q3: 81,707 shares; 2025Q4: 85,574 shares 85,574 $26.9M 0.14% +3,867 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: 18,798 shares; 2024Q4: 21,589 shares; 2025Q1: 37,664 shares; 2025Q2: 48,407 shares; 2025Q3: 40,992 shares; 2025Q4: 56,125 shares 56,125 $26.7M 0.14% +15,133 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,814 shares; 2024Q4: 240,081 shares; 2025Q1: 224,059 shares; 2025Q2: 207,455 shares; 2025Q3: 202,184 shares; 2025Q4: 200,233 shares 200,233 $26.5M 0.14% -1,951 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: 47,376 shares; 2024Q4: 59,434 shares; 2025Q1: 51,746 shares; 2025Q2: 72,883 shares; 2025Q3: 110,867 shares; 2025Q4: 146,691 shares 146,691 $26M 0.14% +35,824 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: 70,970 shares; 2024Q4: 129,539 shares; 2025Q1: 141,516 shares; 2025Q2: 147,564 shares; 2025Q3: 186,810 shares; 2025Q4: 268,672 shares 268,672 $25.8M 0.13% +81,862 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: 62,718 shares; 2024Q4: 69,495 shares; 2025Q1: 87,472 shares; 2025Q2: 118,495 shares; 2025Q3: 147,762 shares; 2025Q4: 160,299 shares 160,299 $25.7M 0.13% +12,537 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,113 shares; 2025Q1: 111,677 shares; 2025Q2: 164,127 shares; 2025Q3: 320,187 shares; 2025Q4: 709,974 shares 709,974 $25.2M 0.13% +389,787 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 7,021 shares; 2025Q1: 35,523 shares; 2025Q2: 45,901 shares; 2025Q3: 82,674 shares; 2025Q4: 178,034 shares 178,034 $25.1M 0.13% +95,360 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: 45,269 shares; 2024Q4: 46,006 shares; 2025Q1: 51,900 shares; 2025Q2: 101,084 shares; 2025Q3: 202,731 shares; 2025Q4: 205,495 shares 205,495 $25M 0.13% +2,764 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: 30,357 shares; 2024Q4: 45,005 shares; 2025Q1: 44,168 shares; 2025Q2: 56,257 shares; 2025Q3: 65,199 shares; 2025Q4: 91,334 shares 91,334 $24.9M 0.13% +26,135 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,179 shares; 2024Q4: 19,145 shares; 2025Q1: 24,384 shares; 2025Q2: 35,335 shares; 2025Q3: 148,550 shares; 2025Q4: 150,052 shares 150,052 $24.5M 0.13% +1,502 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,964 shares; 2024Q4: 103,908 shares; 2025Q1: 138,401 shares; 2025Q2: 157,982 shares; 2025Q3: 137,770 shares; 2025Q4: 139,299 shares 139,299 $24.4M 0.13% +1,529 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: 199,674 shares; 2024Q4: 569,283 shares; 2025Q1: 650,658 shares; 2025Q2: 618,865 shares; 2025Q3: 699,345 shares; 2025Q4: 648,672 shares 648,672 $24.3M 0.13% -50,673 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: 199,452 shares; 2024Q4: 247,512 shares; 2025Q1: 251,558 shares; 2025Q2: 281,412 shares; 2025Q3: 298,974 shares; 2025Q4: 327,213 shares 327,213 $24.3M 0.13% +28,239 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: 35,569 shares; 2024Q4: 57,873 shares; 2025Q1: 62,421 shares; 2025Q2: 92,554 shares; 2025Q3: 101,737 shares; 2025Q4: 111,344 shares 111,344 $23.8M 0.12% +9,607 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,403 shares; 2024Q4: 135,406 shares; 2025Q1: 149,325 shares; 2025Q2: 160,786 shares; 2025Q3: 181,781 shares; 2025Q4: 201,265 shares 201,265 $23.6M 0.12% +19,484 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: 39,589 shares; 2024Q4: 90,459 shares; 2025Q1: 105,555 shares; 2025Q2: 136,803 shares; 2025Q3: 148,697 shares; 2025Q4: 200,505 shares 200,505 $23.4M 0.12% +51,808 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: 245,166 shares; 2024Q4: 365,103 shares; 2025Q1: 394,697 shares; 2025Q2: 398,731 shares; 2025Q3: 391,405 shares; 2025Q4: 387,096 shares 387,096 $23.3M 0.12% -4,309 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: 87,628 shares; 2024Q4: 87,298 shares; 2025Q1: 83,944 shares; 2025Q2: 146,717 shares; 2025Q3: 232,971 shares; 2025Q4: 334,860 shares 334,860 $23.3M 0.12% +101,889 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 4,175 shares; 2025Q1: 4,860 shares; 2025Q2: 23,270 shares; 2025Q3: 25,597 shares; 2025Q4: 28,376 shares 28,376 $23.3M 0.12% +2,779 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: 36,417 shares; 2024Q4: 53,467 shares; 2025Q1: 74,298 shares; 2025Q2: 78,855 shares; 2025Q3: 85,276 shares; 2025Q4: 93,663 shares 93,663 $23M 0.12% +8,387 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,200 shares; 2024Q4: 133,688 shares; 2025Q1: 129,499 shares; 2025Q2: 244,492 shares; 2025Q3: 264,831 shares; 2025Q4: 322,441 shares 322,441 $23M 0.12% +57,610 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: 31,802 shares; 2024Q4: 65,220 shares; 2025Q1: 120,781 shares; 2025Q2: 171,791 shares; 2025Q3: 172,689 shares; 2025Q4: 194,727 shares 194,727 $22.9M 0.12% +22,038 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 4,034 shares; 2025Q3: 5,810 shares; 2025Q4: 261,823 shares 261,823 $22.8M 0.12% +256,013 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: 74,697 shares; 2024Q4: 154,234 shares; 2025Q1: 217,800 shares; 2025Q2: 282,102 shares; 2025Q3: 346,813 shares; 2025Q4: 415,620 shares 415,620 $22.8M 0.12% +68,807 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: 19,331 shares; 2024Q4: 65,296 shares; 2025Q1: 79,486 shares; 2025Q2: 110,713 shares; 2025Q3: 117,607 shares; 2025Q4: 125,826 shares 125,826 $22.3M 0.12% +8,219 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,514 shares; 2024Q4: 165,845 shares; 2025Q1: 179,717 shares; 2025Q2: 255,649 shares; 2025Q3: 262,611 shares; 2025Q4: 264,577 shares 264,577 $22.3M 0.12% +1,966 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,094 shares; 2025Q1: 142,157 shares; 2025Q2: 150,212 shares; 2025Q3: 142,152 shares; 2025Q4: 434,141 shares 434,141 $21.9M 0.11% +291,989 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,518 shares; 2024Q4: 104,384 shares; 2025Q1: 108,469 shares; 2025Q2: 160,585 shares; 2025Q3: 1,169,863 shares; 2025Q4: 1,283,744 shares 1,283,744 $21.7M 0.11% +113,881 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,223 shares; 2024Q4: 17,721 shares; 2025Q1: 17,090 shares; 2025Q2: 274,051 shares; 2025Q3: 305,380 shares; 2025Q4: 313,713 shares 313,713 $21.4M 0.11% +8,333 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: 116,354 shares; 2024Q4: 184,693 shares; 2025Q1: 168,600 shares; 2025Q2: 272,525 shares; 2025Q3: 270,739 shares; 2025Q4: 295,785 shares 295,785 $21.1M 0.11% +25,046 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,444 shares; 2024Q4: 52,289 shares; 2025Q1: 65,614 shares; 2025Q2: 92,142 shares; 2025Q3: 127,857 shares; 2025Q4: 161,439 shares 161,439 $20.6M 0.11% +33,582 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: 7,175 shares; 2024Q4: 9,904 shares; 2025Q1: 12,803 shares; 2025Q2: 15,761 shares; 2025Q3: 17,414 shares; 2025Q4: 19,183 shares 19,183 $20.5M 0.11% +1,769 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,815 shares; 2024Q4: 83,269 shares; 2025Q1: 121,021 shares; 2025Q2: 133,408 shares; 2025Q3: 140,008 shares; 2025Q4: 144,488 shares 144,488 $20.4M 0.11% +4,480 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: 107,113 shares; 2025Q2: 150,667 shares; 2025Q3: 318,376 shares; 2025Q4: 644,201 shares 644,201 $20.4M 0.11% +325,825 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: 72,213 shares; 2024Q4: 162,549 shares; 2025Q1: 167,953 shares; 2025Q2: 174,305 shares; 2025Q3: 171,173 shares; 2025Q4: 209,200 shares 209,200 $20.4M 0.11% +38,027 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,454 shares; 2024Q4: 16,150 shares; 2025Q1: 15,045 shares; 2025Q2: 20,684 shares; 2025Q3: 22,374 shares; 2025Q4: 23,009 shares 23,009 $20.2M 0.11% +635 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 101,842 shares; 2025Q1: 187,638 shares; 2025Q2: 361,143 shares; 2025Q3: 384,407 shares; 2025Q4: 403,411 shares 403,411 $20.2M 0.11% +19,004 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,251 shares; 2025Q1: 31,124 shares; 2025Q2: 85,561 shares; 2025Q3: 102,200 shares; 2025Q4: 117,395 shares 117,395 $20.1M 0.11% +15,195 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: 40,948 shares; 2024Q4: 93,340 shares; 2025Q1: 104,469 shares; 2025Q2: 124,623 shares; 2025Q3: 159,694 shares; 2025Q4: 211,695 shares 211,695 $19.9M 0.1% +52,001 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,765 shares; 2024Q4: 39,013 shares; 2025Q1: 58,743 shares; 2025Q2: 69,944 shares; 2025Q3: 82,863 shares; 2025Q4: 92,191 shares 92,191 $19.5M 0.1% +9,328 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 27,594 shares; 2025Q1: 25,576 shares; 2025Q2: 89,671 shares; 2025Q3: 101,014 shares; 2025Q4: 111,102 shares 111,102 $19.3M 0.1% +10,088 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: 87,878 shares; 2024Q4: 176,103 shares; 2025Q1: 187,747 shares; 2025Q2: 204,826 shares; 2025Q3: 211,523 shares; 2025Q4: 222,241 shares 222,241 $19.1M 0.1% +10,718 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,294 shares; 2025Q1: 115,487 shares; 2025Q2: 208,554 shares; 2025Q3: 303,950 shares; 2025Q4: 525,821 shares 525,821 $18.7M 0.1% +221,871 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: 65,534 shares; 2024Q4: 101,629 shares; 2025Q1: 114,990 shares; 2025Q2: 144,914 shares; 2025Q3: 156,662 shares; 2025Q4: 164,391 shares 164,391 $18.7M 0.1% +7,729 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: 28,868 shares; 2024Q4: 51,344 shares; 2025Q1: 65,602 shares; 2025Q2: 106,441 shares; 2025Q3: 121,019 shares; 2025Q4: 137,742 shares 137,742 $18.6M 0.1% +16,723 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: 114,420 shares; 2024Q4: 556,981 shares; 2025Q1: 604,257 shares; 2025Q2: 636,546 shares; 2025Q3: 640,858 shares; 2025Q4: 673,164 shares 673,164 $18.5M 0.1% +32,306 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: 24,850 shares; 2024Q4: 40,553 shares; 2025Q1: 42,100 shares; 2025Q2: 54,739 shares; 2025Q3: 74,255 shares; 2025Q4: 84,138 shares 84,138 $18.5M 0.1% +9,883 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 64,685 shares; 2025Q1: 97,121 shares; 2025Q2: 105,416 shares; 2025Q3: 117,636 shares; 2025Q4: 119,106 shares 119,106 $18.4M 0.1% +1,470 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: 66,133 shares; 2024Q4: 129,093 shares; 2025Q1: 133,386 shares; 2025Q2: 139,595 shares; 2025Q3: 155,833 shares; 2025Q4: 158,304 shares 158,304 $18.4M 0.1% +2,471 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: 29,193 shares; 2024Q4: 91,080 shares; 2025Q1: 97,048 shares; 2025Q2: 106,636 shares; 2025Q3: 116,717 shares; 2025Q4: 133,267 shares 133,267 $18.4M 0.1% +16,550 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: 48,066 shares; 2024Q4: 58,906 shares; 2025Q1: 54,647 shares; 2025Q2: 77,704 shares; 2025Q3: 67,738 shares; 2025Q4: 90,781 shares 90,781 $18.1M 0.09% +23,043 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: 14,549 shares; 2024Q4: 26,080 shares; 2025Q1: 75,055 shares; 2025Q2: 77,585 shares; 2025Q3: 79,407 shares; 2025Q4: 47,821 shares 47,821 $18M 0.09% -31,586 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: 9,148 shares; 2024Q4: 38,044 shares; 2025Q1: 46,347 shares; 2025Q2: 58,862 shares; 2025Q3: 61,639 shares; 2025Q4: 64,369 shares 64,369 $18M 0.09% +2,730 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: 62,613 shares; 2024Q4: 117,758 shares; 2025Q1: 114,344 shares; 2025Q2: 158,557 shares; 2025Q3: 160,019 shares; 2025Q4: 169,422 shares 169,422 $17.9M 0.09% +9,403 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,249 shares; 2024Q4: 170,795 shares; 2025Q1: 304,124 shares; 2025Q2: 380,787 shares; 2025Q3: 412,611 shares; 2025Q4: 424,614 shares 424,614 $17.8M 0.09% +12,003 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,908 shares; 2024Q4: 41,923 shares; 2025Q1: 38,521 shares; 2025Q2: 290,064 shares; 2025Q3: 302,973 shares; 2025Q4: 453,288 shares 453,288 $17.4M 0.09% +150,315 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: 122,389 shares; 2024Q4: 212,432 shares; 2025Q1: 219,718 shares; 2025Q2: 197,391 shares; 2025Q3: 173,973 shares; 2025Q4: 386,838 shares 386,838 $17.3M 0.09% +212,865 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: 12,137 shares; 2024Q4: 23,233 shares; 2025Q1: 35,640 shares; 2025Q2: 38,614 shares; 2025Q3: 42,929 shares; 2025Q4: 49,719 shares 49,719 $17.1M 0.09% +6,790 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: 5,156 shares; 2024Q4: 7,599 shares; 2025Q1: 9,564 shares; 2025Q2: 12,054 shares; 2025Q3: 13,680 shares; 2025Q4: 24,167 shares 24,167 $17.1M 0.09% +10,487 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: 111,485 shares; 2024Q4: 150,348 shares; 2025Q1: 268,504 shares; 2025Q2: 279,644 shares; 2025Q3: 307,149 shares; 2025Q4: 347,256 shares 347,256 $17.1M 0.09% +40,107 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,026 shares; 2024Q4: 179,354 shares; 2025Q1: 182,038 shares; 2025Q2: 283,568 shares; 2025Q3: 295,996 shares; 2025Q4: 343,718 shares 343,718 $17.1M 0.09% +47,722 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: 62,649 shares; 2024Q4: 99,934 shares; 2025Q1: 114,340 shares; 2025Q2: 142,749 shares; 2025Q3: 157,926 shares; 2025Q4: 171,140 shares 171,140 $17M 0.09% +13,214 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: 17,243 shares; 2024Q4: 26,087 shares; 2025Q1: 29,672 shares; 2025Q2: 37,349 shares; 2025Q3: 42,419 shares; 2025Q4: 48,414 shares 48,414 $17M 0.09% +5,995 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 116,045 shares; 2025Q1: 121,451 shares; 2025Q2: 224,087 shares; 2025Q3: 717,141 shares; 2025Q4: 816,373 shares 816,373 $16.8M 0.09% +99,232 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: 11,228 shares; 2024Q4: 15,061 shares; 2025Q1: 14,797 shares; 2025Q2: 22,680 shares; 2025Q3: 23,892 shares; 2025Q4: 29,675 shares 29,675 $16.8M 0.09% +5,783 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,674 shares; 2024Q4: 109,522 shares; 2025Q1: 119,216 shares; 2025Q2: 277,986 shares; 2025Q3: 305,349 shares; 2025Q4: 331,805 shares 331,805 $16.8M 0.09% +26,456 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: 362,153 shares; 2024Q4: 562,920 shares; 2025Q1: 652,633 shares; 2025Q2: 703,411 shares; 2025Q3: 700,768 shares; 2025Q4: 673,552 shares 673,552 $16.8M 0.09% -27,216 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,768 shares; 2025Q1: 201,256 shares; 2025Q2: 282,268 shares; 2025Q3: 369,428 shares; 2025Q4: 631,505 shares 631,505 $16.8M 0.09% +262,077 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: 71,626 shares; 2024Q4: 66,191 shares; 2025Q1: 62,244 shares; 2025Q2: 168,217 shares; 2025Q3: 190,051 shares; 2025Q4: 206,480 shares 206,480 $16.7M 0.09% +16,429 Timeline APUE 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: 65,544 shares; 2024Q4: 131,896 shares; 2025Q1: 192,555 shares; 2025Q2: 189,711 shares; 2025Q3: 228,095 shares; 2025Q4: 400,563 shares 400,563 $16.7M 0.09% +172,468 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: 53,447 shares; 2024Q4: 65,461 shares; 2025Q1: 71,799 shares; 2025Q2: 87,313 shares; 2025Q3: 101,465 shares; 2025Q4: 108,302 shares 108,302 $16.7M 0.09% +6,837 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,255 shares; 2025Q3: 310,052 shares; 2025Q4: 357,422 shares 357,422 $16.6M 0.09% +47,370 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 6,893 shares; 2025Q1: 9,159 shares; 2025Q2: 12,826 shares; 2025Q3: 29,522 shares; 2025Q4: 34,394 shares 34,394 $16.5M 0.09% +4,872 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,578 shares; 2025Q2: 6,346 shares; 2025Q3: 5,429 shares; 2025Q4: 353,764 shares 353,764 $16.4M 0.09% +348,335 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: 3,697 shares; 2024Q4: 3,799 shares; 2025Q1: 4,712 shares; 2025Q2: 8,945 shares; 2025Q3: 11,178 shares; 2025Q4: 13,493 shares 13,493 $16.4M 0.09% +2,315 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,472 shares; 2024Q4: 177,053 shares; 2025Q1: 185,898 shares; 2025Q2: 261,823 shares; 2025Q3: 261,005 shares; 2025Q4: 366,421 shares 366,421 $16.3M 0.09% +105,416 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,154 shares; 2024Q4: 343,534 shares; 2025Q1: 314,303 shares; 2025Q2: 519,211 shares; 2025Q3: 670,554 shares; 2025Q4: 698,912 shares 698,912 $16.2M 0.08% +28,358 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: 42,566 shares; 2024Q4: 51,133 shares; 2025Q1: 57,001 shares; 2025Q2: 132,172 shares; 2025Q3: 150,652 shares; 2025Q4: 168,635 shares 168,635 $16.1M 0.08% +17,983 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,925 shares; 2024Q4: 40,460 shares; 2025Q1: 44,462 shares; 2025Q2: 71,990 shares; 2025Q3: 79,578 shares; 2025Q4: 82,395 shares 82,395 $16.1M 0.08% +2,817 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,255 shares; 2024Q4: 192,102 shares; 2025Q1: 168,505 shares; 2025Q2: 200,340 shares; 2025Q3: 214,432 shares; 2025Q4: 183,889 shares 183,889 $16M 0.08% -30,543 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,705 shares; 2024Q4: 115,615 shares; 2025Q1: 123,269 shares; 2025Q2: 177,879 shares; 2025Q3: 174,294 shares; 2025Q4: 153,977 shares 153,977 $16M 0.08% -20,317 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: 25,949 shares; 2024Q4: 24,892 shares; 2025Q1: 30,064 shares; 2025Q2: 121,424 shares; 2025Q3: 155,699 shares; 2025Q4: 302,274 shares 302,274 $16M 0.08% +146,575 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: 85,378 shares; 2024Q4: 110,992 shares; 2025Q1: 104,527 shares; 2025Q2: 131,095 shares; 2025Q3: 145,135 shares; 2025Q4: 168,085 shares 168,085 $15.7M 0.08% +22,950 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,179 shares; 2024Q4: 20,545 shares; 2025Q1: 22,237 shares; 2025Q2: 25,176 shares; 2025Q3: 28,563 shares; 2025Q4: 33,537 shares 33,537 $15.6M 0.08% +4,974 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: 32,196 shares; 2025Q1: 36,148 shares; 2025Q2: 85,647 shares; 2025Q3: 94,429 shares; 2025Q4: 118,910 shares 118,910 $15.6M 0.08% +24,481 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,944 shares; 2024Q4: 592,279 shares; 2025Q1: 641,958 shares; 2025Q2: 689,035 shares; 2025Q3: 753,554 shares; 2025Q4: 943,201 shares 943,201 $15.6M 0.08% +189,647 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 159,870 shares; 2025Q1: 178,409 shares; 2025Q2: 213,693 shares; 2025Q3: 194,022 shares; 2025Q4: 187,673 shares 187,673 $15.5M 0.08% -6,349 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: 75,009 shares; 2024Q4: 114,083 shares; 2025Q1: 123,738 shares; 2025Q2: 144,094 shares; 2025Q3: 159,524 shares; 2025Q4: 177,421 shares 177,421 $15.5M 0.08% +17,897 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: 10,997 shares; 2024Q4: 11,401 shares; 2025Q1: 6,993 shares; 2025Q2: 4,675 shares; 2025Q3: 6,840 shares; 2025Q4: 42,829 shares 42,829 $15.4M 0.08% +35,989 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,896 shares; 2024Q4: 188,943 shares; 2025Q1: 249,072 shares; 2025Q2: 254,592 shares; 2025Q3: 290,186 shares; 2025Q4: 321,085 shares 321,085 $15.4M 0.08% +30,899 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: 111,892 shares; 2024Q4: 187,210 shares; 2025Q1: 188,759 shares; 2025Q2: 251,698 shares; 2025Q3: 266,393 shares; 2025Q4: 262,881 shares 262,881 $15.3M 0.08% -3,512 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,478 shares; 2024Q4: 243,701 shares; 2025Q1: 363,551 shares; 2025Q2: 377,270 shares; 2025Q3: 403,457 shares; 2025Q4: 476,819 shares 476,819 $15.3M 0.08% +73,362 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: 45,804 shares; 2024Q4: 62,630 shares; 2025Q1: 88,994 shares; 2025Q2: 117,690 shares; 2025Q3: 157,065 shares; 2025Q4: 186,555 shares 186,555 $15.2M 0.08% +29,490 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: 9,106 shares; 2024Q4: 10,507 shares; 2025Q1: 16,175 shares; 2025Q2: 36,870 shares; 2025Q3: 56,339 shares; 2025Q4: 62,884 shares 62,884 $15.2M 0.08% +6,545 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: 50,220 shares; 2024Q4: 59,010 shares; 2025Q1: 62,684 shares; 2025Q2: 100,343 shares; 2025Q3: 98,989 shares; 2025Q4: 108,987 shares 108,987 $15.2M 0.08% +9,998 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,556 shares; 2024Q4: 289,457 shares; 2025Q1: 282,006 shares; 2025Q2: 279,005 shares; 2025Q3: 276,178 shares; 2025Q4: 277,421 shares 277,421 $15.1M 0.08% +1,243 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 115,182 shares; 2025Q1: 87,282 shares; 2025Q2: 86,045 shares; 2025Q3: 89,450 shares; 2025Q4: 573,300 shares 573,300 $15.1M 0.08% +483,850 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: 15,986 shares; 2024Q4: 25,888 shares; 2025Q1: 33,214 shares; 2025Q2: 73,651 shares; 2025Q3: 73,937 shares; 2025Q4: 86,109 shares 86,109 $14.9M 0.08% +12,172 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,280 shares; 2024Q4: 81,572 shares; 2025Q1: 88,652 shares; 2025Q2: 103,331 shares; 2025Q3: 117,954 shares; 2025Q4: 124,805 shares 124,805 $14.9M 0.08% +6,851 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: 11,901 shares; 2024Q4: 17,036 shares; 2025Q1: 15,669 shares; 2025Q2: 17,468 shares; 2025Q3: 19,834 shares; 2025Q4: 22,044 shares 22,044 $14.6M 0.08% +2,210 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: 23,213 shares; 2024Q4: 35,100 shares; 2025Q1: 36,039 shares; 2025Q2: 62,069 shares; 2025Q3: 71,862 shares; 2025Q4: 78,859 shares 78,859 $14.6M 0.08% +6,997 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: 123,545 shares; 2024Q4: 101,025 shares; 2025Q1: 100,685 shares; 2025Q2: 137,579 shares; 2025Q3: 408,830 shares; 2025Q4: 469,799 shares 469,799 $14.6M 0.08% +60,969 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: 95,398 shares; 2024Q4: 102,681 shares; 2025Q1: 69,101 shares; 2025Q2: 79,737 shares; 2025Q3: 84,171 shares; 2025Q4: 142,731 shares 142,731 $14.5M 0.08% +58,560 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,441 shares; 2024Q4: 13,509 shares; 2025Q1: 16,323 shares; 2025Q2: 30,693 shares; 2025Q3: 37,305 shares; 2025Q4: 44,495 shares 44,495 $14.4M 0.08% +7,190 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: 8,645 shares; 2024Q4: 11,968 shares; 2025Q1: 11,978 shares; 2025Q2: 20,475 shares; 2025Q3: 21,445 shares; 2025Q4: 24,746 shares 24,746 $14.3M 0.07% +3,301 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,828 shares; 2024Q4: 149,090 shares; 2025Q1: 149,225 shares; 2025Q2: 154,033 shares; 2025Q3: 153,063 shares; 2025Q4: 155,868 shares 155,868 $14.2M 0.07% +2,805 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: 16,575 shares; 2024Q4: 44,843 shares; 2025Q1: 51,012 shares; 2025Q2: 69,338 shares; 2025Q3: 76,036 shares; 2025Q4: 87,224 shares 87,224 $14M 0.07% +11,188 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: 81,278 shares; 2024Q4: 117,345 shares; 2025Q1: 132,970 shares; 2025Q2: 154,236 shares; 2025Q3: 183,613 shares; 2025Q4: 241,983 shares 241,983 $14M 0.07% +58,370 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,855 shares; 2024Q4: 63,415 shares; 2025Q1: 45,846 shares; 2025Q2: 43,582 shares; 2025Q3: 42,543 shares; 2025Q4: 48,272 shares 48,272 $13.9M 0.07% +5,729 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,298 shares; 2025Q4: 169,645 shares 169,645 $13.7M 0.07% +77,347 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 3,287 shares; 2025Q1: 3,932 shares; 2025Q2: 5,200 shares; 2025Q3: 10,178 shares; 2025Q4: 50,662 shares 50,662 $13.6M 0.07% +40,484 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: 19,228 shares; 2024Q4: 25,136 shares; 2025Q1: 29,545 shares; 2025Q2: 42,391 shares; 2025Q3: 47,145 shares; 2025Q4: 140,251 shares 140,251 $13.5M 0.07% +93,106 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,837 shares; 2024Q4: 127,441 shares; 2025Q1: 138,118 shares; 2025Q2: 129,459 shares; 2025Q3: 118,604 shares; 2025Q4: 125,314 shares 125,314 $13.4M 0.07% +6,710 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: 6,789 shares; 2024Q4: 10,307 shares; 2025Q1: 12,013 shares; 2025Q2: 14,916 shares; 2025Q3: 17,764 shares; 2025Q4: 87,241 shares 87,241 $13.3M 0.07% +69,477 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,574 shares; 2024Q4: 95,840 shares; 2025Q1: 127,860 shares; 2025Q2: 200,142 shares; 2025Q3: 269,285 shares; 2025Q4: 479,902 shares 479,902 $13.3M 0.07% +210,617 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 12,898 shares; 2025Q1: 14,565 shares; 2025Q2: 161,664 shares; 2025Q3: 189,232 shares; 2025Q4: 149,213 shares 149,213 $13.2M 0.07% -40,019 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,709 shares; 2024Q4: 277,572 shares; 2025Q1: 342,403 shares; 2025Q2: 289,421 shares; 2025Q3: 254,842 shares; 2025Q4: 206,592 shares 206,592 $13.2M 0.07% -48,250 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: 99,942 shares; 2024Q4: 224,027 shares; 2025Q1: 248,113 shares; 2025Q2: 296,771 shares; 2025Q3: 311,598 shares; 2025Q4: 259,988 shares 259,988 $13.2M 0.07% -51,610 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,740 shares; 2024Q4: 407,853 shares; 2025Q1: 431,092 shares; 2025Q2: 419,586 shares; 2025Q3: 455,006 shares; 2025Q4: 477,819 shares 477,819 $13.1M 0.07% +22,813 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: 14,565 shares; 2024Q4: 34,399 shares; 2025Q1: 41,231 shares; 2025Q2: 63,211 shares; 2025Q3: 65,097 shares; 2025Q4: 94,181 shares 94,181 $12.9M 0.07% +29,084 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,955 shares; 2025Q1: not reported; 2025Q2: 9,728 shares; 2025Q3: 9,869 shares; 2025Q4: 472,825 shares 472,825 $12.9M 0.07% +462,956 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 15,810 shares; 2025Q1: 17,106 shares; 2025Q2: 32,936 shares; 2025Q3: 38,342 shares; 2025Q4: 51,403 shares 51,403 $12.9M 0.07% +13,061 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 3,295 shares; 2025Q1: 4,424 shares; 2025Q2: 5,112 shares; 2025Q3: 4,994 shares; 2025Q4: 99,673 shares 99,673 $12.9M 0.07% +94,679 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: 86,609 shares; 2024Q4: 134,614 shares; 2025Q1: 92,514 shares; 2025Q2: 128,230 shares; 2025Q3: 106,947 shares; 2025Q4: 111,822 shares 111,822 $12.7M 0.07% +4,875 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316,469 shares 316,469 $12.7M 0.07% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,400 shares; 2024Q4: 91,980 shares; 2025Q1: 86,484 shares; 2025Q2: 105,305 shares; 2025Q3: 113,259 shares; 2025Q4: 135,124 shares 135,124 $12.4M 0.07% +21,865 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,994 shares; 2024Q4: 172,840 shares; 2025Q1: 201,530 shares; 2025Q2: 150,689 shares; 2025Q3: 102,450 shares; 2025Q4: 127,185 shares 127,185 $12.4M 0.06% +24,735 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: 233,422 shares; 2024Q4: 356,687 shares; 2025Q1: 476,312 shares; 2025Q2: 477,121 shares; 2025Q3: 519,280 shares; 2025Q4: 668,735 shares 668,735 $12.2M 0.06% +149,455 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,729 shares; 2024Q4: 100,411 shares; 2025Q1: 98,377 shares; 2025Q2: 92,914 shares; 2025Q3: 113,212 shares; 2025Q4: 117,088 shares 117,088 $12.1M 0.06% +3,876 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,695 shares; 2024Q4: 139,541 shares; 2025Q1: 144,797 shares; 2025Q2: 196,681 shares; 2025Q3: 220,336 shares; 2025Q4: 224,361 shares 224,361 $12M 0.06% +4,025 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263,064 shares 263,064 $11.8M 0.06% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,761 shares; 2025Q3: 19,310 shares; 2025Q4: 236,866 shares 236,866 $11.8M 0.06% +217,556 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,961 shares 270,961 $11.7M 0.06% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,568 shares; 2024Q4: 85,837 shares; 2025Q1: 84,547 shares; 2025Q2: 92,682 shares; 2025Q3: 101,779 shares; 2025Q4: 168,146 shares 168,146 $11.7M 0.06% +66,367 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 88,418 shares; 2025Q1: 87,458 shares; 2025Q2: 87,383 shares; 2025Q3: 89,163 shares; 2025Q4: 90,105 shares 90,105 $11.6M 0.06% +942 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 77,428 shares; 2025Q1: 85,201 shares; 2025Q2: 89,344 shares; 2025Q3: 114,602 shares; 2025Q4: 216,960 shares 216,960 $11.6M 0.06% +102,358 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,178 shares; 2024Q4: 103,598 shares; 2025Q1: 145,211 shares; 2025Q2: 184,881 shares; 2025Q3: 202,878 shares; 2025Q4: 199,854 shares 199,854 $11.5M 0.06% -3,024 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: 53,800 shares; 2024Q4: 78,724 shares; 2025Q1: 87,795 shares; 2025Q2: 100,839 shares; 2025Q3: 117,596 shares; 2025Q4: 264,236 shares 264,236 $11.5M 0.06% +146,640 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,228 shares; 2024Q4: 29,949 shares; 2025Q1: 47,918 shares; 2025Q2: 53,512 shares; 2025Q3: 60,742 shares; 2025Q4: 63,380 shares 63,380 $11.5M 0.06% +2,638 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: 61,545 shares; 2024Q4: 75,804 shares; 2025Q1: 57,023 shares; 2025Q2: 68,214 shares; 2025Q3: 62,002 shares; 2025Q4: 74,142 shares 74,142 $11.5M 0.06% +12,140 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,229 shares; 2024Q4: 23,191 shares; 2025Q1: 26,306 shares; 2025Q2: 65,200 shares; 2025Q3: 87,264 shares; 2025Q4: 113,838 shares 113,838 $11.4M 0.06% +26,574 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,978 shares 85,978 $11.3M 0.06% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,722 shares; 2024Q4: 85,619 shares; 2025Q1: 100,611 shares; 2025Q2: 128,258 shares; 2025Q3: 124,166 shares; 2025Q4: 141,714 shares 141,714 $11.2M 0.06% +17,548 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: 11,874 shares; 2024Q4: 43,811 shares; 2025Q1: 38,082 shares; 2025Q2: 40,526 shares; 2025Q3: 45,930 shares; 2025Q4: 79,157 shares 79,157 $11.2M 0.06% +33,227 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: 10,163 shares; 2024Q4: 18,569 shares; 2025Q1: 19,568 shares; 2025Q2: 34,030 shares; 2025Q3: 33,386 shares; 2025Q4: 32,051 shares 32,051 $11.2M 0.06% -1,335 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: 26,771 shares; 2024Q4: 27,451 shares; 2025Q1: 48,532 shares; 2025Q2: 62,218 shares; 2025Q3: 68,067 shares; 2025Q4: 251,063 shares 251,063 $11.1M 0.06% +182,996 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: 37,865 shares; 2024Q4: 83,993 shares; 2025Q1: 100,377 shares; 2025Q2: 138,477 shares; 2025Q3: 157,608 shares; 2025Q4: 173,986 shares 173,986 $11.1M 0.06% +16,378 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 15,621 shares; 2025Q1: 15,345 shares; 2025Q2: 16,187 shares; 2025Q3: 431,298 shares; 2025Q4: 580,094 shares 580,094 $11.1M 0.06% +148,796 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,710 shares; 2024Q4: 107,146 shares; 2025Q1: 112,316 shares; 2025Q2: 122,207 shares; 2025Q3: 134,594 shares; 2025Q4: 148,565 shares 148,565 $11M 0.06% +13,971 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: 12,116 shares; 2024Q4: 26,444 shares; 2025Q1: 25,911 shares; 2025Q2: 39,791 shares; 2025Q3: 42,058 shares; 2025Q4: 49,692 shares 49,692 $10.9M 0.06% +7,634 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,135 shares; 2024Q4: 832,743 shares; 2025Q1: 997,600 shares; 2025Q2: 607,733 shares; 2025Q3: 552,875 shares; 2025Q4: 376,658 shares 376,658 $10.9M 0.06% -176,217 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,569 shares; 2024Q4: 110,217 shares; 2025Q1: 112,118 shares; 2025Q2: 106,569 shares; 2025Q3: 497,655 shares; 2025Q4: 514,764 shares 514,764 $10.9M 0.06% +17,109 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,097 shares; 2024Q4: 71,516 shares; 2025Q1: 63,386 shares; 2025Q2: 102,174 shares; 2025Q3: 97,433 shares; 2025Q4: 91,518 shares 91,518 $10.9M 0.06% -5,915 Timeline KNG 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: 71,335 shares; 2024Q4: 160,332 shares; 2025Q1: 173,975 shares; 2025Q2: 125,544 shares; 2025Q3: 209,621 shares; 2025Q4: 217,753 shares 217,753 $10.7M 0.06% +8,132 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: 162,586 shares 162,586 $10.6M 0.06% 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: 4,147 shares; 2024Q4: 5,255 shares; 2025Q1: 5,243 shares; 2025Q2: 7,459 shares; 2025Q3: 7,377 shares; 2025Q4: 15,581 shares 15,581 $10.5M 0.06% +8,204 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 8,788 shares; 2025Q1: 8,537 shares; 2025Q2: 8,870 shares; 2025Q3: 9,982 shares; 2025Q4: 12,994 shares 12,994 $10.5M 0.06% +3,012 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,037 shares; 2024Q4: 80,872 shares; 2025Q1: 105,747 shares; 2025Q2: 148,700 shares; 2025Q3: 187,411 shares; 2025Q4: 208,622 shares 208,622 $10.5M 0.06% +21,211 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 6,166 shares; 2025Q1: 6,951 shares; 2025Q2: 12,661 shares; 2025Q3: 15,950 shares; 2025Q4: 17,334 shares 17,334 $10.5M 0.05% +1,384 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: 6,415 shares; 2024Q4: 9,253 shares; 2025Q1: 9,198 shares; 2025Q2: 19,166 shares; 2025Q3: 23,508 shares; 2025Q4: 26,851 shares 26,851 $10.5M 0.05% +3,343 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: 20,221 shares; 2024Q4: 27,560 shares; 2025Q1: 89,889 shares; 2025Q2: 97,796 shares; 2025Q3: 101,140 shares; 2025Q4: 103,976 shares 103,976 $10.4M 0.05% +2,836 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,592 shares; 2024Q4: 137,401 shares; 2025Q1: 130,975 shares; 2025Q2: 171,225 shares; 2025Q3: 158,570 shares; 2025Q4: 131,707 shares 131,707 $10.4M 0.05% -26,863 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: 89,346 shares; 2024Q4: 95,942 shares; 2025Q1: 94,319 shares; 2025Q2: 133,887 shares; 2025Q3: 221,635 shares; 2025Q4: 228,493 shares 228,493 $10.3M 0.05% +6,858 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: 156,431 shares; 2024Q4: 200,749 shares; 2025Q1: 177,896 shares; 2025Q2: 219,804 shares; 2025Q3: 240,285 shares; 2025Q4: 261,792 shares 261,792 $10.3M 0.05% +21,507 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: 12,203 shares; 2024Q4: 19,520 shares; 2025Q1: 22,042 shares; 2025Q2: 18,975 shares; 2025Q3: 54,380 shares; 2025Q4: 61,876 shares 61,876 $10.3M 0.05% +7,496 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: 63,973 shares; 2024Q4: 136,887 shares; 2025Q1: 123,649 shares; 2025Q2: 106,083 shares; 2025Q3: 117,451 shares; 2025Q4: 106,906 shares 106,906 $10.3M 0.05% -10,545 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: 27,595 shares; 2024Q4: 39,089 shares; 2025Q1: 44,572 shares; 2025Q2: 70,746 shares; 2025Q3: 91,014 shares; 2025Q4: 100,563 shares 100,563 $10.2M 0.05% +9,549 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,892 shares; 2024Q4: 235,421 shares; 2025Q1: 156,579 shares; 2025Q2: 126,322 shares; 2025Q3: 133,428 shares; 2025Q4: 156,305 shares 156,305 $10.2M 0.05% +22,877 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: 53,822 shares; 2024Q4: 70,927 shares; 2025Q1: 81,305 shares; 2025Q2: 70,547 shares; 2025Q3: 84,471 shares; 2025Q4: 102,490 shares 102,490 $10.2M 0.05% +18,019 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: 17,629 shares; 2024Q4: 23,148 shares; 2025Q1: 28,581 shares; 2025Q2: 30,689 shares; 2025Q3: 37,638 shares; 2025Q4: 62,242 shares 62,242 $10.1M 0.05% +24,604 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 259,884 shares; 2025Q3: 269,949 shares; 2025Q4: 263,173 shares 263,173 $10.1M 0.05% -6,776 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: 99,912 shares; 2024Q4: 136,392 shares; 2025Q1: 133,653 shares; 2025Q2: 168,886 shares; 2025Q3: 187,297 shares; 2025Q4: 189,210 shares 189,210 $10.1M 0.05% +1,913 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,800 shares; 2025Q2: 73,108 shares; 2025Q3: 131,305 shares; 2025Q4: 151,946 shares 151,946 $10.1M 0.05% +20,641 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: 3,680 shares; 2024Q4: 5,613 shares; 2025Q1: 6,079 shares; 2025Q2: 12,104 shares; 2025Q3: 15,447 shares; 2025Q4: 17,682 shares 17,682 $10.1M 0.05% +2,235 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: 6,124 shares; 2024Q4: 13,072 shares; 2025Q1: 13,953 shares; 2025Q2: 25,140 shares; 2025Q3: 27,949 shares; 2025Q4: 22,138 shares 22,138 $10M 0.05% -5,811 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: 40,905 shares; 2024Q4: 53,228 shares; 2025Q1: 61,724 shares; 2025Q2: 67,337 shares; 2025Q3: 128,616 shares; 2025Q4: 129,029 shares 129,029 $9.86M 0.05% +413 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,330 shares; 2024Q4: 395,435 shares; 2025Q1: 379,917 shares; 2025Q2: 394,462 shares; 2025Q3: 391,312 shares; 2025Q4: 389,364 shares 389,364 $9.8M 0.05% -1,948 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: not reported; 2024Q4: 4,878 shares; 2025Q1: 29,263 shares; 2025Q2: 83,525 shares; 2025Q3: 86,269 shares; 2025Q4: 172,323 shares 172,323 $9.79M 0.05% +86,054 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,856 shares; 2024Q4: 38,388 shares; 2025Q1: 37,273 shares; 2025Q2: 34,739 shares; 2025Q3: 86,648 shares; 2025Q4: 95,684 shares 95,684 $9.75M 0.05% +9,036 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: 31,818 shares; 2024Q4: 145,494 shares; 2025Q1: 164,209 shares; 2025Q2: 243,686 shares; 2025Q3: 277,922 shares; 2025Q4: 297,181 shares 297,181 $9.71M 0.05% +19,259 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,707 shares; 2025Q2: 102,637 shares; 2025Q3: 177,600 shares; 2025Q4: 334,182 shares 334,182 $9.63M 0.05% +156,582 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,071 shares; 2024Q4: 24,732 shares; 2025Q1: 34,724 shares; 2025Q2: 38,276 shares; 2025Q3: 46,602 shares; 2025Q4: 80,139 shares 80,139 $9.58M 0.05% +33,537 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,316 shares; 2025Q1: 65,942 shares; 2025Q2: 146,697 shares; 2025Q3: 188,054 shares; 2025Q4: 187,401 shares 187,401 $9.58M 0.05% -653 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,145 shares; 2024Q4: 67,691 shares; 2025Q1: 77,037 shares; 2025Q2: 99,435 shares; 2025Q3: 104,441 shares; 2025Q4: 109,111 shares 109,111 $9.54M 0.05% +4,670 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,084 shares; 2024Q4: 24,849 shares; 2025Q1: 31,882 shares; 2025Q2: 32,183 shares; 2025Q3: 35,708 shares; 2025Q4: 37,658 shares 37,658 $9.53M 0.05% +1,950 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: 30,211 shares; 2024Q4: 36,855 shares; 2025Q1: 52,517 shares; 2025Q2: 247,852 shares; 2025Q3: 269,398 shares; 2025Q4: 347,029 shares 347,029 $9.51M 0.05% +77,631 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 3,058 shares; 2025Q1: 3,981 shares; 2025Q2: 3,628 shares; 2025Q3: 8,214 shares; 2025Q4: 24,530 shares 24,530 $9.4M 0.05% +16,316 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,511 shares; 2024Q4: 86,404 shares; 2025Q1: 87,336 shares; 2025Q2: 99,871 shares; 2025Q3: 116,751 shares; 2025Q4: 127,451 shares 127,451 $9.37M 0.05% +10,700 Timeline HBDC TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,514 shares; 2025Q4: 370,152 shares 370,152 $9.31M 0.05% +21,638 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,663 shares; 2024Q4: 37,664 shares; 2025Q1: 41,852 shares; 2025Q2: 49,814 shares; 2025Q3: 33,381 shares; 2025Q4: 42,749 shares 42,749 $9.28M 0.05% +9,368 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,987 shares; 2025Q1: 468,869 shares; 2025Q2: 499,290 shares; 2025Q3: 528,176 shares; 2025Q4: 580,999 shares 580,999 $9.28M 0.05% +52,823 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,976 shares; 2025Q3: 97,976 shares; 2025Q4: 221,126 shares 221,126 $9.27M 0.05% +123,150 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: 96,792 shares; 2024Q4: 146,328 shares; 2025Q1: 125,291 shares; 2025Q2: 169,769 shares; 2025Q3: 157,077 shares; 2025Q4: 127,412 shares 127,412 $9.26M 0.05% -29,665 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $9.06M 0.05% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,629 shares 137,629 $9M 0.05% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,175 shares; 2024Q4: 120,301 shares; 2025Q1: 141,430 shares; 2025Q2: 158,931 shares; 2025Q3: 174,543 shares; 2025Q4: 513,482 shares 513,482 $8.91M 0.05% +338,939 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: 1,909 shares; 2024Q4: 14,764 shares; 2025Q1: 15,949 shares; 2025Q2: 18,116 shares; 2025Q3: 15,796 shares; 2025Q4: 14,540 shares 14,540 $8.9M 0.05% -1,256 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,826 shares; 2024Q4: 30,737 shares; 2025Q1: 28,759 shares; 2025Q2: 31,157 shares; 2025Q3: 45,772 shares; 2025Q4: 57,229 shares 57,229 $8.88M 0.05% +11,457 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,127 shares; 2024Q4: 64,614 shares; 2025Q1: 77,065 shares; 2025Q2: 88,611 shares; 2025Q3: 107,346 shares; 2025Q4: 156,125 shares 156,125 $8.8M 0.05% +48,779 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,667 shares; 2025Q1: 16,380 shares; 2025Q2: 14,836 shares; 2025Q3: 56,223 shares; 2025Q4: 147,206 shares 147,206 $8.74M 0.05% +90,983 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: 6,672 shares; 2024Q4: 15,784 shares; 2025Q1: 19,012 shares; 2025Q2: 49,894 shares; 2025Q3: 57,805 shares; 2025Q4: 47,132 shares 47,132 $8.72M 0.05% -10,673 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: 26,453 shares; 2024Q4: 42,569 shares; 2025Q1: 52,498 shares; 2025Q2: 61,877 shares; 2025Q3: 64,918 shares; 2025Q4: 67,877 shares 67,877 $8.65M 0.05% +2,959 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: 14,352 shares; 2024Q4: 23,315 shares; 2025Q1: 25,299 shares; 2025Q2: 26,472 shares; 2025Q3: 30,994 shares; 2025Q4: 37,703 shares 37,703 $8.63M 0.05% +6,709 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,442 shares; 2024Q4: 18,176 shares; 2025Q1: 19,614 shares; 2025Q2: 20,887 shares; 2025Q3: 22,416 shares; 2025Q4: 29,861 shares 29,861 $8.63M 0.05% +7,445 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: 63,834 shares; 2024Q4: 99,772 shares; 2025Q1: 129,309 shares; 2025Q2: 124,979 shares; 2025Q3: 132,816 shares; 2025Q4: 137,684 shares 137,684 $8.61M 0.05% +4,868 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: 7,603 shares; 2024Q4: 18,322 shares; 2025Q1: 28,310 shares; 2025Q2: 35,158 shares; 2025Q3: 39,490 shares; 2025Q4: 52,796 shares 52,796 $8.55M 0.04% +13,306 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,253 shares; 2024Q4: 31,722 shares; 2025Q1: 56,937 shares; 2025Q2: 64,410 shares; 2025Q3: 93,165 shares; 2025Q4: 100,343 shares 100,343 $8.53M 0.04% +7,178 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,769 shares; 2024Q4: 153,066 shares; 2025Q1: 201,725 shares; 2025Q2: 26,522 shares; 2025Q3: 194,310 shares; 2025Q4: 323,135 shares 323,135 $8.48M 0.04% +128,825 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,470 shares; 2024Q4: 138,626 shares; 2025Q1: 149,756 shares; 2025Q2: 165,411 shares; 2025Q3: 174,410 shares; 2025Q4: 180,718 shares 180,718 $8.45M 0.04% +6,308 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: 14,479 shares; 2024Q4: 22,567 shares; 2025Q1: 22,982 shares; 2025Q2: 29,400 shares; 2025Q3: 31,116 shares; 2025Q4: 34,690 shares 34,690 $8.4M 0.04% +3,574 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 3,014 shares; 2025Q1: 3,930 shares; 2025Q2: 12,732 shares; 2025Q3: 13,401 shares; 2025Q4: 16,445 shares 16,445 $8.4M 0.04% +3,044 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,299 shares; 2025Q1: 3,718 shares; 2025Q2: 80,410 shares; 2025Q3: 86,182 shares; 2025Q4: 91,884 shares 91,884 $8.36M 0.04% +5,702 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,173 shares; 2025Q2: 285,445 shares; 2025Q3: 370,040 shares; 2025Q4: 392,686 shares 392,686 $8.32M 0.04% +22,646 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 186,704 shares 186,704 $8.31M 0.04% new 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: 10,182 shares; 2024Q4: 22,145 shares; 2025Q1: 29,552 shares; 2025Q2: 63,534 shares; 2025Q3: 70,827 shares; 2025Q4: 103,984 shares 103,984 $8.3M 0.04% +33,157 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: 11,998 shares; 2024Q4: 20,780 shares; 2025Q1: 29,717 shares; 2025Q2: 30,437 shares; 2025Q3: 34,261 shares; 2025Q4: 69,247 shares 69,247 $8.27M 0.04% +34,986 Timeline VOOV 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: 14,229 shares; 2024Q4: 20,882 shares; 2025Q1: 22,999 shares; 2025Q2: 30,307 shares; 2025Q3: 29,819 shares; 2025Q4: 40,290 shares 40,290 $8.25M 0.04% +10,471 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 16,202 shares; 2025Q1: 9,597 shares; 2025Q2: 9,518 shares; 2025Q3: 87,513 shares; 2025Q4: 88,938 shares 88,938 $8.2M 0.04% +1,425 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 23,499 shares; 2025Q1: 28,051 shares; 2025Q2: 35,017 shares; 2025Q3: 36,538 shares; 2025Q4: 42,143 shares 42,143 $8.17M 0.04% +5,605 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 17,373 shares; 2025Q1: 21,584 shares; 2025Q2: 39,947 shares; 2025Q3: 43,977 shares; 2025Q4: 43,365 shares 43,365 $8.15M 0.04% -612 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 14,007 shares; 2025Q1: 17,466 shares; 2025Q2: 24,845 shares; 2025Q3: 26,335 shares; 2025Q4: 28,345 shares 28,345 $8.13M 0.04% +2,010 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,268 shares; 2024Q4: 51,039 shares; 2025Q1: 56,016 shares; 2025Q2: 58,205 shares; 2025Q3: 75,592 shares; 2025Q4: 84,946 shares 84,946 $8.1M 0.04% +9,354 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: 305,390 shares; 2024Q4: 413,975 shares; 2025Q1: 352,555 shares; 2025Q2: 294,224 shares; 2025Q3: 316,552 shares; 2025Q4: 319,682 shares 319,682 $8.1M 0.04% +3,130 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,567 shares; 2025Q1: 60,716 shares; 2025Q2: 110,159 shares; 2025Q3: 168,050 shares; 2025Q4: 251,092 shares 251,092 $8.01M 0.04% +83,042 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,786 shares; 2024Q4: 95,696 shares; 2025Q1: 90,569 shares; 2025Q2: 100,978 shares; 2025Q3: 111,922 shares; 2025Q4: 118,573 shares 118,573 $7.95M 0.04% +6,651 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: 3,253 shares; 2024Q4: 4,827 shares; 2025Q1: 5,584 shares; 2025Q2: 7,020 shares; 2025Q3: 8,417 shares; 2025Q4: 15,549 shares 15,549 $7.93M 0.04% +7,132 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: 7,665 shares; 2024Q4: 9,364 shares; 2025Q1: 12,182 shares; 2025Q2: 25,724 shares; 2025Q3: 25,631 shares; 2025Q4: 29,885 shares 29,885 $7.85M 0.04% +4,254 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: 2,497 shares; 2024Q4: 5,918 shares; 2025Q1: 9,632 shares; 2025Q2: 17,511 shares; 2025Q3: 20,880 shares; 2025Q4: 24,778 shares 24,778 $7.74M 0.04% +3,898 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,261 shares; 2024Q4: 172,304 shares; 2025Q1: 179,567 shares; 2025Q2: 178,175 shares; 2025Q3: 215,764 shares; 2025Q4: 382,138 shares 382,138 $7.73M 0.04% +166,374 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: 92,742 shares; 2024Q4: 133,043 shares; 2025Q1: 143,765 shares; 2025Q2: 120,079 shares; 2025Q3: 127,139 shares; 2025Q4: 142,840 shares 142,840 $7.71M 0.04% +15,701 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: 12,479 shares; 2024Q4: 14,112 shares; 2025Q1: 45,700 shares; 2025Q2: 78,532 shares; 2025Q3: 81,095 shares; 2025Q4: 86,069 shares 86,069 $7.7M 0.04% +4,974 Timeline APIE 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: 41,563 shares; 2024Q4: 84,443 shares; 2025Q1: 140,123 shares; 2025Q2: 117,298 shares; 2025Q3: 123,270 shares; 2025Q4: 215,354 shares 215,354 $7.67M 0.04% +92,084 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,144 shares; 2024Q4: 39,977 shares; 2025Q1: 44,605 shares; 2025Q2: 46,299 shares; 2025Q3: 48,441 shares; 2025Q4: 61,027 shares 61,027 $7.67M 0.04% +12,586 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,474 shares; 2024Q4: 111,743 shares; 2025Q1: 121,613 shares; 2025Q2: 156,160 shares; 2025Q3: 119,743 shares; 2025Q4: 115,751 shares 115,751 $7.65M 0.04% -3,992 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 5,842 shares; 2025Q1: 6,593 shares; 2025Q2: 23,887 shares; 2025Q3: 27,277 shares; 2025Q4: 29,354 shares 29,354 $7.62M 0.04% +2,077 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: 10,425 shares; 2024Q4: 12,178 shares; 2025Q1: 13,650 shares; 2025Q2: 19,355 shares; 2025Q3: 21,346 shares; 2025Q4: 22,522 shares 22,522 $7.61M 0.04% +1,176 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,778 shares; 2025Q3: 89,368 shares; 2025Q4: 294,251 shares 294,251 $7.61M 0.04% +204,883 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 50,262 shares; 2025Q1: 50,166 shares; 2025Q2: 48,296 shares; 2025Q3: 68,025 shares; 2025Q4: 160,963 shares 160,963 $7.58M 0.04% +92,938 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,364 shares; 2025Q2: 118,318 shares; 2025Q3: 140,177 shares; 2025Q4: 196,059 shares 196,059 $7.58M 0.04% +55,882 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,529 shares; 2025Q1: 24,885 shares; 2025Q2: 33,539 shares; 2025Q3: 34,043 shares; 2025Q4: 112,526 shares 112,526 $7.53M 0.04% +78,483 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: 34,722 shares; 2024Q4: 69,373 shares; 2025Q1: 76,297 shares; 2025Q2: 79,198 shares; 2025Q3: 80,447 shares; 2025Q4: 96,754 shares 96,754 $7.5M 0.04% +16,307 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: 10,539 shares; 2024Q4: 14,475 shares; 2025Q1: 48,217 shares; 2025Q2: 112,084 shares; 2025Q3: 120,314 shares; 2025Q4: 74,233 shares 74,233 $7.44M 0.04% -46,081 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 12,830 shares; 2025Q1: 20,522 shares; 2025Q2: 23,030 shares; 2025Q3: 83,137 shares; 2025Q4: 86,675 shares 86,675 $7.43M 0.04% +3,538 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: 19,201 shares; 2024Q4: 22,219 shares; 2025Q1: 18,258 shares; 2025Q2: 21,399 shares; 2025Q3: 22,876 shares; 2025Q4: 62,774 shares 62,774 $7.37M 0.04% +39,898 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: 9,972 shares; 2024Q4: 29,695 shares; 2025Q1: 31,704 shares; 2025Q2: 30,317 shares; 2025Q3: 31,573 shares; 2025Q4: 49,267 shares 49,267 $7.34M 0.04% +17,694 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: 128,226 shares; 2024Q4: 89,728 shares; 2025Q1: 72,844 shares; 2025Q2: 59,060 shares; 2025Q3: 70,560 shares; 2025Q4: 88,334 shares 88,334 $7.3M 0.04% +17,774 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: 10,503 shares; 2024Q4: 13,707 shares; 2025Q1: 13,845 shares; 2025Q2: 14,703 shares; 2025Q3: 14,799 shares; 2025Q4: 15,419 shares 15,419 $7.21M 0.04% +620 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: 96,263 shares; 2024Q4: 100,608 shares; 2025Q1: 104,635 shares; 2025Q2: 152,017 shares; 2025Q3: 147,957 shares; 2025Q4: 154,006 shares 154,006 $7.1M 0.04% +6,049 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,832 shares; 2024Q4: 113,323 shares; 2025Q1: 114,791 shares; 2025Q2: 118,320 shares; 2025Q3: 122,553 shares; 2025Q4: 128,768 shares 128,768 $7.09M 0.04% +6,215 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,483 shares; 2024Q4: 143,658 shares; 2025Q1: 173,042 shares; 2025Q2: 168,314 shares; 2025Q3: 167,083 shares; 2025Q4: 193,953 shares 193,953 $7.03M 0.04% +26,870 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: 10,182 shares; 2024Q4: 12,133 shares; 2025Q1: 16,472 shares; 2025Q2: 22,640 shares; 2025Q3: 27,330 shares; 2025Q4: 30,903 shares 30,903 $7.02M 0.04% +3,573 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: 19,923 shares; 2024Q4: 37,142 shares; 2025Q1: 36,444 shares; 2025Q2: 40,153 shares; 2025Q3: 42,235 shares; 2025Q4: 43,284 shares 43,284 $7.01M 0.04% +1,049 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 116,960 shares; 2025Q1: 133,854 shares; 2025Q2: 140,858 shares; 2025Q3: 141,844 shares; 2025Q4: 139,913 shares 139,913 $7M 0.04% -1,931 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,098 shares; 2025Q4: 139,373 shares 139,373 $6.99M 0.04% +17,275 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,255 shares; 2025Q3: 14,302 shares; 2025Q4: 214,096 shares 214,096 $6.92M 0.04% +199,794 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,958 shares; 2024Q4: 61,946 shares; 2025Q1: 61,741 shares; 2025Q2: 66,744 shares; 2025Q3: 117,694 shares; 2025Q4: 118,047 shares 118,047 $6.9M 0.04% +353 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: 18,111 shares; 2024Q4: 29,641 shares; 2025Q1: 30,503 shares; 2025Q2: 47,656 shares; 2025Q3: 58,486 shares; 2025Q4: 86,386 shares 86,386 $6.83M 0.04% +27,900 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 136,459 shares; 2025Q3: 154,758 shares; 2025Q4: 184,033 shares 184,033 $6.81M 0.04% +29,275 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: 57,660 shares; 2025Q3: 172,492 shares; 2025Q4: 203,966 shares 203,966 $6.81M 0.04% +31,474 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: 10,529 shares; 2024Q4: 19,349 shares; 2025Q1: 18,642 shares; 2025Q2: 18,225 shares; 2025Q3: 20,662 shares; 2025Q4: 280,357 shares 280,357 $6.81M 0.04% +259,695 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: 73,299 shares; 2024Q4: 136,244 shares; 2025Q1: 159,955 shares; 2025Q2: 252,955 shares; 2025Q3: 296,416 shares; 2025Q4: 351,606 shares 351,606 $6.8M 0.04% +55,190 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 27,740 shares; 2025Q1: 26,838 shares; 2025Q2: 28,169 shares; 2025Q3: 27,095 shares; 2025Q4: 23,535 shares 23,535 $6.79M 0.04% -3,560 Timeline SPHY 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: 76,149 shares; 2024Q4: 194,070 shares; 2025Q1: 224,715 shares; 2025Q2: 250,310 shares; 2025Q3: 311,839 shares; 2025Q4: 285,730 shares 285,730 $6.76M 0.04% -26,109 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,087 shares; 2024Q4: 34,366 shares; 2025Q1: 44,012 shares; 2025Q2: 47,281 shares; 2025Q3: 80,440 shares; 2025Q4: 93,491 shares 93,491 $6.71M 0.04% +13,051 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,227 shares; 2024Q4: 21,623 shares; 2025Q1: 21,995 shares; 2025Q2: 52,546 shares; 2025Q3: 54,583 shares; 2025Q4: 56,509 shares 56,509 $6.7M 0.04% +1,926 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: 59,424 shares; 2024Q4: 91,639 shares; 2025Q1: 99,627 shares; 2025Q2: 118,096 shares; 2025Q3: 130,369 shares; 2025Q4: 137,691 shares 137,691 $6.66M 0.03% +7,322 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,352 shares; 2024Q4: 60,998 shares; 2025Q1: 51,691 shares; 2025Q2: 70,242 shares; 2025Q3: 71,074 shares; 2025Q4: 71,948 shares 71,948 $6.64M 0.03% +874 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 264,448 shares 264,448 $6.62M 0.03% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 17,534 shares; 2025Q1: 19,507 shares; 2025Q2: 19,461 shares; 2025Q3: 20,544 shares; 2025Q4: 21,902 shares 21,902 $6.61M 0.03% +1,358 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,678 shares; 2024Q4: 33,866 shares; 2025Q1: 48,383 shares; 2025Q2: 65,243 shares; 2025Q3: 70,111 shares; 2025Q4: 85,248 shares 85,248 $6.6M 0.03% +15,137 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,030 shares; 2024Q4: 87,392 shares; 2025Q1: 84,077 shares; 2025Q2: 178,094 shares; 2025Q3: 155,155 shares; 2025Q4: 177,782 shares 177,782 $6.56M 0.03% +22,627 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 7,127 shares; 2025Q1: 6,159 shares; 2025Q2: 7,128 shares; 2025Q3: 5,478 shares; 2025Q4: 46,756 shares 46,756 $6.54M 0.03% +41,278 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 7,654 shares; 2025Q1: 3,423 shares; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 46,248 shares 46,248 $6.54M 0.03% +43,523 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 23,465 shares; 2025Q1: 24,432 shares; 2025Q2: 24,427 shares; 2025Q3: 27,519 shares; 2025Q4: 33,472 shares 33,472 $6.54M 0.03% +5,953 Timeline WTBN 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: 81,427 shares; 2024Q4: 91,596 shares; 2025Q1: 121,775 shares; 2025Q2: 221,493 shares; 2025Q3: 248,698 shares; 2025Q4: 256,319 shares 256,319 $6.52M 0.03% +7,621 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,054 shares; 2024Q4: 74,054 shares; 2025Q1: 71,115 shares; 2025Q2: 141,930 shares; 2025Q3: 143,841 shares; 2025Q4: 167,247 shares 167,247 $6.5M 0.03% +23,406 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: 32,867 shares; 2024Q4: 27,944 shares; 2025Q1: 26,672 shares; 2025Q2: 34,568 shares; 2025Q3: 51,467 shares; 2025Q4: 72,234 shares 72,234 $6.5M 0.03% +20,767 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: 82,949 shares; 2024Q4: 124,445 shares; 2025Q1: 126,664 shares; 2025Q2: 146,768 shares; 2025Q3: 139,330 shares; 2025Q4: 141,892 shares 141,892 $6.49M 0.03% +2,562 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,790 shares; 2025Q1: 22,735 shares; 2025Q2: 50,351 shares; 2025Q3: 105,631 shares; 2025Q4: 125,888 shares 125,888 $6.47M 0.03% +20,257 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,971 shares; 2024Q4: 48,571 shares; 2025Q1: 48,632 shares; 2025Q2: 61,980 shares; 2025Q3: 89,470 shares; 2025Q4: 118,280 shares 118,280 $6.47M 0.03% +28,810 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,521 shares; 2024Q4: 25,692 shares; 2025Q1: 27,909 shares; 2025Q2: 37,674 shares; 2025Q3: 42,235 shares; 2025Q4: 56,995 shares 56,995 $6.44M 0.03% +14,760 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,047 shares; 2025Q4: 175,282 shares 175,282 $6.41M 0.03% +119,235 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: 102,903 shares; 2024Q4: 128,390 shares; 2025Q1: 147,173 shares; 2025Q2: 146,566 shares; 2025Q3: 144,715 shares; 2025Q4: 173,690 shares 173,690 $6.41M 0.03% +28,975 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,685 shares; 2024Q4: 21,758 shares; 2025Q1: 31,402 shares; 2025Q2: 37,025 shares; 2025Q3: 37,431 shares; 2025Q4: 64,284 shares 64,284 $6.32M 0.03% +26,853 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: 32,711 shares; 2024Q4: 32,332 shares; 2025Q1: 28,811 shares; 2025Q2: 68,805 shares; 2025Q3: 94,471 shares; 2025Q4: 111,027 shares 111,027 $6.29M 0.03% +16,556 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: 1,627 shares; 2024Q4: 2,988 shares; 2025Q1: 4,345 shares; 2025Q2: 9,838 shares; 2025Q3: 12,633 shares; 2025Q4: 13,329 shares 13,329 $6.26M 0.03% +696 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,061 shares; 2025Q1: 2,029 shares; 2025Q2: 16,084 shares; 2025Q3: 16,287 shares; 2025Q4: 18,381 shares 18,381 $6.24M 0.03% +2,094 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,151 shares; 2024Q4: 54,163 shares; 2025Q1: 42,207 shares; 2025Q2: 46,228 shares; 2025Q3: 32,004 shares; 2025Q4: 130,254 shares 130,254 $6.22M 0.03% +98,250 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: 40,085 shares; 2024Q4: 58,586 shares; 2025Q1: 63,398 shares; 2025Q2: 68,817 shares; 2025Q3: 71,897 shares; 2025Q4: 84,432 shares 84,432 $6.2M 0.03% +12,535 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 934 shares; 2025Q1: 1,113 shares; 2025Q2: 2,120 shares; 2025Q3: 2,345 shares; 2025Q4: 2,879 shares 2,879 $6.18M 0.03% +534 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,413 shares; 2024Q4: 76,596 shares; 2025Q1: 77,314 shares; 2025Q2: 89,527 shares; 2025Q3: 98,602 shares; 2025Q4: 107,205 shares 107,205 $6.18M 0.03% +8,603 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: 3,483 shares; 2024Q4: 4,692 shares; 2025Q1: 5,597 shares; 2025Q2: 29,761 shares; 2025Q3: 39,411 shares; 2025Q4: 42,919 shares 42,919 $6.16M 0.03% +3,508 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 24,082 shares; 2025Q1: 29,914 shares; 2025Q2: 30,129 shares; 2025Q3: 31,748 shares; 2025Q4: 46,325 shares 46,325 $6.15M 0.03% +14,577 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,730 shares; 2024Q4: 110,730 shares; 2025Q1: 111,335 shares; 2025Q2: 113,805 shares; 2025Q3: 134,014 shares; 2025Q4: 133,889 shares 133,889 $6.13M 0.03% -125 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 4,750 shares; 2025Q1: 6,861 shares; 2025Q2: 8,189 shares; 2025Q3: 11,014 shares; 2025Q4: 29,290 shares 29,290 $6.13M 0.03% +18,276 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,743 shares; 2024Q4: 115,839 shares; 2025Q1: 127,854 shares; 2025Q2: 121,751 shares; 2025Q3: 127,838 shares; 2025Q4: 125,635 shares 125,635 $6.12M 0.03% -2,203 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198,946 shares; 2025Q4: 226,955 shares 226,955 $6.09M 0.03% +28,009 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 9,577 shares; 2025Q1: 9,739 shares; 2025Q2: 16,331 shares; 2025Q3: 22,242 shares; 2025Q4: 73,371 shares 73,371 $6.09M 0.03% +51,129 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: 15,519 shares; 2024Q4: 20,456 shares; 2025Q1: 18,350 shares; 2025Q2: 23,587 shares; 2025Q3: 23,891 shares; 2025Q4: 26,696 shares 26,696 $6.06M 0.03% +2,805 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 58,535 shares; 2025Q2: 137,463 shares; 2025Q3: 143,804 shares; 2025Q4: 154,044 shares 154,044 $6.05M 0.03% +10,240 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: 50,649 shares; 2025Q1: 53,425 shares; 2025Q2: 54,080 shares; 2025Q3: 55,953 shares; 2025Q4: 57,998 shares 57,998 $6.04M 0.03% +2,045 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 4,161 shares; 2025Q1: 3,027 shares; 2025Q2: 3,408 shares; 2025Q3: 3,873 shares; 2025Q4: 18,360 shares 18,360 $5.97M 0.03% +14,487 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,835 shares; 2024Q4: 44,792 shares; 2025Q1: 42,538 shares; 2025Q2: 111,335 shares; 2025Q3: 136,743 shares; 2025Q4: 156,084 shares 156,084 $5.97M 0.03% +19,341 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 15,881 shares; 2025Q1: 16,926 shares; 2025Q2: 16,844 shares; 2025Q3: 16,037 shares; 2025Q4: 14,025 shares 14,025 $5.83M 0.03% -2,012 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,648 shares; 2025Q4: 51,242 shares 51,242 $5.83M 0.03% +2,594 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,879 shares; 2024Q4: 156,486 shares; 2025Q1: 142,537 shares; 2025Q2: 140,277 shares; 2025Q3: 117,504 shares; 2025Q4: 100,878 shares 100,878 $5.82M 0.03% -16,626 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: 3,915 shares; 2024Q4: 23,811 shares; 2025Q1: 27,335 shares; 2025Q2: 75,546 shares; 2025Q3: 93,337 shares; 2025Q4: 115,804 shares 115,804 $5.81M 0.03% +22,467 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 56,704 shares; 2025Q2: 134,641 shares; 2025Q3: 142,025 shares; 2025Q4: 193,043 shares 193,043 $5.81M 0.03% +51,018 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,854 shares; 2024Q4: 34,477 shares; 2025Q1: 36,323 shares; 2025Q2: 86,788 shares; 2025Q3: 265,202 shares; 2025Q4: 340,639 shares 340,639 $5.79M 0.03% +75,437 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 3,131 shares; 2025Q1: 1,671 shares; 2025Q2: 1,449 shares; 2025Q3: 1,435 shares; 2025Q4: 25,756 shares 25,756 $5.79M 0.03% +24,321 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: 12,992 shares; 2024Q4: 21,252 shares; 2025Q1: 22,868 shares; 2025Q2: 28,670 shares; 2025Q3: 29,407 shares; 2025Q4: 31,138 shares 31,138 $5.78M 0.03% +1,731 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 17,419 shares; 2025Q1: 14,212 shares; 2025Q2: 44,243 shares; 2025Q3: 55,677 shares; 2025Q4: 217,688 shares 217,688 $5.78M 0.03% +162,011 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: 26,565 shares; 2024Q4: 54,403 shares; 2025Q1: 59,650 shares; 2025Q2: 63,346 shares; 2025Q3: 65,650 shares; 2025Q4: 70,772 shares 70,772 $5.77M 0.03% +5,122 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: 2,106 shares; 2024Q4: 4,751 shares; 2025Q1: 10,567 shares; 2025Q2: 10,302 shares; 2025Q3: 10,501 shares; 2025Q4: 13,005 shares 13,005 $5.77M 0.03% +2,504 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: 959 shares; 2024Q4: 2,906 shares; 2025Q1: 6,512 shares; 2025Q2: 8,035 shares; 2025Q3: 12,374 shares; 2025Q4: 13,616 shares 13,616 $5.75M 0.03% +1,242 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 4,138 shares; 2025Q1: 6,387 shares; 2025Q2: 15,510 shares; 2025Q3: 15,705 shares; 2025Q4: 17,998 shares 17,998 $5.74M 0.03% +2,293 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,969 shares; 2024Q4: 204,783 shares; 2025Q1: 193,009 shares; 2025Q2: 175,642 shares; 2025Q3: 154,912 shares; 2025Q4: 128,714 shares 128,714 $5.71M 0.03% -26,198 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: not reported; 2024Q4: not reported; 2025Q1: 31,852 shares; 2025Q2: 53,440 shares; 2025Q3: 81,293 shares; 2025Q4: 114,396 shares 114,396 $5.71M 0.03% +33,103 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: 2,642 shares; 2024Q4: 20,584 shares; 2025Q1: 29,688 shares; 2025Q2: 32,301 shares; 2025Q3: 34,015 shares; 2025Q4: 28,942 shares 28,942 $5.71M 0.03% -5,073 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,970 shares; 2024Q4: 27,114 shares; 2025Q1: 30,691 shares; 2025Q2: 39,165 shares; 2025Q3: 42,038 shares; 2025Q4: 46,460 shares 46,460 $5.65M 0.03% +4,422 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 12,668 shares; 2025Q1: 12,385 shares; 2025Q2: 18,995 shares; 2025Q3: 20,867 shares; 2025Q4: 35,420 shares 35,420 $5.64M 0.03% +14,553 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 7,909 shares; 2025Q1: 7,152 shares; 2025Q2: 9,408 shares; 2025Q3: 13,970 shares; 2025Q4: 30,680 shares 30,680 $5.64M 0.03% +16,710 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: 2,668 shares; 2024Q4: 2,936 shares; 2025Q1: 4,247 shares; 2025Q2: 5,503 shares; 2025Q3: 5,693 shares; 2025Q4: 20,446 shares 20,446 $5.63M 0.03% +14,753 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,420 shares; 2024Q4: 116,370 shares; 2025Q1: 85,763 shares; 2025Q2: 85,363 shares; 2025Q3: 77,751 shares; 2025Q4: 80,089 shares 80,089 $5.6M 0.03% +2,338 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: 12,330 shares; 2024Q4: 40,227 shares; 2025Q1: 46,832 shares; 2025Q2: 39,334 shares; 2025Q3: 38,894 shares; 2025Q4: 59,561 shares 59,561 $5.5M 0.03% +20,667 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: 345 shares; 2024Q4: 439 shares; 2025Q1: 521 shares; 2025Q2: 791 shares; 2025Q3: 952 shares; 2025Q4: 1,022 shares 1,022 $5.48M 0.03% +70 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: 1,708 shares; 2024Q4: 3,169 shares; 2025Q1: 29,272 shares; 2025Q2: 29,581 shares; 2025Q3: 30,658 shares; 2025Q4: 32,039 shares 32,039 $5.46M 0.03% +1,381 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 17,493 shares; 2025Q4: 58,525 shares 58,525 $5.43M 0.03% +41,032 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: 6,498 shares; 2024Q4: 8,739 shares; 2025Q1: 10,915 shares; 2025Q2: 14,760 shares; 2025Q3: 15,206 shares; 2025Q4: 19,268 shares 19,268 $5.37M 0.03% +4,062 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: 10,344 shares; 2024Q4: 13,101 shares; 2025Q1: 19,643 shares; 2025Q2: 24,531 shares; 2025Q3: 27,938 shares; 2025Q4: 32,861 shares 32,861 $5.35M 0.03% +4,923 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 2,088 shares; 2025Q1: 3,401 shares; 2025Q2: 5,904 shares; 2025Q3: 6,417 shares; 2025Q4: 22,127 shares 22,127 $5.33M 0.03% +15,710 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,654 shares; 2024Q4: 30,942 shares; 2025Q1: 50,641 shares; 2025Q2: 190,691 shares; 2025Q3: 184,047 shares; 2025Q4: 176,596 shares 176,596 $5.32M 0.03% -7,451 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 13,954 shares; 2025Q1: 18,425 shares; 2025Q2: 22,652 shares; 2025Q3: 32,677 shares; 2025Q4: 36,756 shares 36,756 $5.32M 0.03% +4,079 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: 9,543 shares; 2024Q4: 14,215 shares; 2025Q1: 17,571 shares; 2025Q2: 20,069 shares; 2025Q3: 23,446 shares; 2025Q4: 26,457 shares 26,457 $5.32M 0.03% +3,011 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,349 shares; 2024Q4: 45,868 shares; 2025Q1: 77,843 shares; 2025Q2: 123,467 shares; 2025Q3: 150,090 shares; 2025Q4: 188,564 shares 188,564 $5.28M 0.03% +38,474 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,847 shares; 2025Q1: 40,662 shares; 2025Q2: 38,066 shares; 2025Q3: 39,576 shares; 2025Q4: 40,792 shares 40,792 $5.27M 0.03% +1,216 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP 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: 354,707 shares 354,707 $5.25M 0.03% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,609 shares 61,609 $5.24M 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,244 shares; 2024Q4: 30,039 shares; 2025Q1: 91,697 shares; 2025Q2: 99,940 shares; 2025Q3: 104,190 shares; 2025Q4: 110,800 shares 110,800 $5.21M 0.03% +6,610 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,606 shares; 2024Q4: 19,668 shares; 2025Q1: 20,393 shares; 2025Q2: 22,854 shares; 2025Q3: 24,436 shares; 2025Q4: 28,135 shares 28,135 $5.2M 0.03% +3,699 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,849 shares; 2024Q4: 24,675 shares; 2025Q1: 89,419 shares; 2025Q2: 87,711 shares; 2025Q3: 87,769 shares; 2025Q4: 92,335 shares 92,335 $5.19M 0.03% +4,566 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,386 shares; 2024Q4: 63,219 shares; 2025Q1: 65,399 shares; 2025Q2: 71,188 shares; 2025Q3: 72,759 shares; 2025Q4: 215,195 shares 215,195 $5.17M 0.03% +142,436 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,071 shares; 2024Q4: 56,431 shares; 2025Q1: 38,596 shares; 2025Q2: 32,293 shares; 2025Q3: 38,457 shares; 2025Q4: 111,601 shares 111,601 $5.16M 0.03% +73,144 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: 10,574 shares; 2025Q3: 99,956 shares; 2025Q4: 141,713 shares 141,713 $5.16M 0.03% +41,757 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 3,079 shares; 2025Q1: 3,292 shares; 2025Q2: 7,475 shares; 2025Q3: 9,018 shares; 2025Q4: 8,980 shares 8,980 $5.15M 0.03% -38 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 9,293 shares; 2025Q1: 9,593 shares; 2025Q2: 9,850 shares; 2025Q3: 20,807 shares; 2025Q4: 23,912 shares 23,912 $5.14M 0.03% +3,105 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: 2,129 shares; 2024Q4: 4,357 shares; 2025Q1: 6,839 shares; 2025Q2: 8,294 shares; 2025Q3: 8,810 shares; 2025Q4: 8,912 shares 8,912 $5.12M 0.03% +102 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,517 shares; 2024Q4: 6,713 shares; 2025Q1: 7,767 shares; 2025Q2: 9,083 shares; 2025Q3: 9,746 shares; 2025Q4: 10,004 shares 10,004 $5.1M 0.03% +258 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: 14,678 shares; 2024Q4: 24,865 shares; 2025Q1: 45,010 shares; 2025Q2: 53,271 shares; 2025Q3: 63,418 shares; 2025Q4: 58,453 shares 58,453 $5.1M 0.03% -4,965 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 19,275 shares; 2025Q1: 21,993 shares; 2025Q2: 21,658 shares; 2025Q3: 32,367 shares; 2025Q4: 52,625 shares 52,625 $5.09M 0.03% +20,258 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: 2,896 shares; 2024Q4: 3,910 shares; 2025Q1: 18,812 shares; 2025Q2: 26,027 shares; 2025Q3: 30,940 shares; 2025Q4: 47,718 shares 47,718 $5.09M 0.03% +16,778 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 12,221 shares; 2025Q1: 11,418 shares; 2025Q2: 13,966 shares; 2025Q3: 15,644 shares; 2025Q4: 17,491 shares 17,491 $5.08M 0.03% +1,847 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,351 shares; 2024Q4: 75,839 shares; 2025Q1: 87,935 shares; 2025Q2: 111,691 shares; 2025Q3: 118,802 shares; 2025Q4: 144,923 shares 144,923 $5.08M 0.03% +26,121 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: 13,291 shares; 2025Q4: 86,587 shares 86,587 $5.06M 0.03% +73,296 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,127 shares; 2025Q1: 49,383 shares; 2025Q2: 31,798 shares; 2025Q3: 147,920 shares; 2025Q4: 188,877 shares 188,877 $5.06M 0.03% +40,957 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: 510,005 shares; 2024Q4: 855,770 shares; 2025Q1: 753,736 shares; 2025Q2: 635,485 shares; 2025Q3: 452,198 shares; 2025Q4: 379,572 shares 379,572 $5.03M 0.03% -72,626 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,543 shares; 2024Q4: 160,222 shares; 2025Q1: 194,651 shares; 2025Q2: 195,651 shares; 2025Q3: 195,289 shares; 2025Q4: 210,600 shares 210,600 $5.02M 0.03% +15,311 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,729 shares; 2024Q4: 44,137 shares; 2025Q1: 46,447 shares; 2025Q2: 48,734 shares; 2025Q3: 54,590 shares; 2025Q4: 62,414 shares 62,414 $5.01M 0.03% +7,824 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 35,911 shares; 2025Q1: 40,244 shares; 2025Q2: 31,187 shares; 2025Q3: 34,084 shares; 2025Q4: 48,635 shares 48,635 $4.98M 0.03% +14,551 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,086 shares; 2025Q3: 18,392 shares; 2025Q4: 26,056 shares 26,056 $4.97M 0.03% +7,664 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,832 shares; 2024Q4: 45,147 shares; 2025Q1: 37,526 shares; 2025Q2: 28,201 shares; 2025Q3: 60,983 shares; 2025Q4: 49,519 shares 49,519 $4.97M 0.03% -11,464 Timeline