USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411,268 shares; 2024Q4: 4,366,917 shares; 2025Q1: 4,368,167 shares; 2025Q2: 4,006,418 shares; 2025Q3: 4,379,501 shares; 2025Q4: 4,470,607 shares 4,470,607 $306M 4.72% +91,106 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: 176,837 shares; 2024Q4: 139,054 shares; 2025Q1: 140,577 shares; 2025Q2: 209,105 shares; 2025Q3: 268,803 shares; 2025Q4: 295,252 shares 295,252 $202M 3.12% +26,449 Timeline BCHP 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: 1,777,507 shares; 2024Q4: 1,859,734 shares; 2025Q1: 1,861,102 shares; 2025Q2: 2,614,043 shares; 2025Q3: 3,382,028 shares; 2025Q4: 3,886,459 shares 3,886,459 $146M 2.25% +504,431 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: 996,327 shares; 2024Q4: 1,042,984 shares; 2025Q1: 1,052,405 shares; 2025Q2: 1,207,095 shares; 2025Q3: 1,311,530 shares; 2025Q4: 1,388,177 shares 1,388,177 $139M 2.14% +76,647 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: 1,297,491 shares; 2024Q4: 1,698,105 shares; 2025Q1: 1,698,988 shares; 2025Q2: 2,247,525 shares; 2025Q3: 2,219,443 shares; 2025Q4: 2,319,425 shares 2,319,425 $134M 2.07% +99,982 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,180,267 shares; 2025Q1: 1,180,267 shares; 2025Q2: 2,368,994 shares; 2025Q3: 3,135,239 shares; 2025Q4: 3,724,528 shares 3,724,528 $123M 1.89% +589,289 Timeline GSUS 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: 932,801 shares; 2024Q4: 1,011,035 shares; 2025Q1: 1,011,035 shares; 2025Q2: 1,118,621 shares; 2025Q3: 1,137,684 shares; 2025Q4: 1,180,477 shares 1,180,477 $111M 1.72% +42,793 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: 136,555 shares; 2024Q4: 150,417 shares; 2025Q1: 151,078 shares; 2025Q2: 176,720 shares; 2025Q3: 191,661 shares; 2025Q4: 202,408 shares 202,408 $97.9M 1.51% +10,747 Timeline IG 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: 2,034,094 shares; 2024Q4: 2,137,920 shares; 2025Q1: 2,137,920 shares; 2025Q2: 2,558,134 shares; 2025Q3: 3,108,813 shares; 2025Q4: 4,157,920 shares 4,157,920 $86.9M 1.34% +1,049,107 Timeline LCAP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401,778 shares; 2025Q3: 803,223 shares; 2025Q4: 2,939,281 shares 2,939,281 $86.8M 1.34% +2,136,058 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: 312,821 shares; 2024Q4: 320,175 shares; 2025Q1: 323,340 shares; 2025Q2: 365,091 shares; 2025Q3: 388,113 shares; 2025Q4: 426,065 shares 426,065 $79.5M 1.23% +37,952 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,881 shares; 2024Q4: 219,761 shares; 2025Q1: 221,261 shares; 2025Q2: 245,764 shares; 2025Q3: 262,373 shares; 2025Q4: 289,790 shares 289,790 $78.8M 1.22% +27,417 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: 262,102 shares; 2024Q4: 267,627 shares; 2025Q1: 269,503 shares; 2025Q2: 303,233 shares; 2025Q3: 315,536 shares; 2025Q4: 323,352 shares 323,352 $74.6M 1.15% +7,816 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: 160,217 shares; 2024Q4: 165,805 shares; 2025Q1: 165,941 shares; 2025Q2: 178,911 shares; 2025Q3: 175,983 shares; 2025Q4: 179,752 shares 179,752 $67.1M 1.04% +3,769 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: 707,417 shares; 2024Q4: 802,689 shares; 2025Q1: 802,689 shares; 2025Q2: 999,568 shares; 2025Q3: 933,131 shares; 2025Q4: 833,868 shares 833,868 $66.9M 1.03% -99,263 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: 322,535 shares; 2024Q4: 337,046 shares; 2025Q1: 337,046 shares; 2025Q2: 733,140 shares; 2025Q3: 736,567 shares; 2025Q4: 627,649 shares 627,649 $64.4M 0.99% -108,918 Timeline PY 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: 846,030 shares; 2024Q4: 876,530 shares; 2025Q1: 876,755 shares; 2025Q2: 684,709 shares; 2025Q3: 933,336 shares; 2025Q4: 1,157,632 shares 1,157,632 $60.4M 0.93% +224,296 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: 147,853 shares; 2024Q4: 170,874 shares; 2025Q1: 171,254 shares; 2025Q2: 181,452 shares; 2025Q3: 194,972 shares; 2025Q4: 192,530 shares 192,530 $60.3M 0.93% -2,442 Timeline GCOR 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: 702,848 shares; 2024Q4: 756,943 shares; 2025Q1: 756,943 shares; 2025Q2: 1,197,922 shares; 2025Q3: 1,312,863 shares; 2025Q4: 1,317,711 shares 1,317,711 $54.7M 0.84% +4,848 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: 582,908 shares; 2024Q4: 709,247 shares; 2025Q1: 709,753 shares; 2025Q2: 756,255 shares; 2025Q3: 801,214 shares; 2025Q4: 813,736 shares 813,736 $54.7M 0.84% +12,522 Timeline YLD 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: 731,823 shares; 2024Q4: 849,222 shares; 2025Q1: 849,822 shares; 2025Q2: 1,442,664 shares; 2025Q3: 2,112,828 shares; 2025Q4: 2,872,059 shares 2,872,059 $54.6M 0.84% +759,231 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: 355,666 shares; 2024Q4: 519,300 shares; 2025Q1: 519,300 shares; 2025Q2: 926,697 shares; 2025Q3: 1,176,065 shares; 2025Q4: 1,301,886 shares 1,301,886 $54.2M 0.84% +125,821 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: 321,536 shares; 2024Q4: 336,510 shares; 2025Q1: 336,715 shares; 2025Q2: 384,442 shares; 2025Q3: 418,180 shares; 2025Q4: 434,711 shares 434,711 $53.6M 0.83% +16,531 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: 111,964 shares; 2024Q4: 126,084 shares; 2025Q1: 126,084 shares; 2025Q2: 145,769 shares; 2025Q3: 155,275 shares; 2025Q4: 157,844 shares 157,844 $52.9M 0.82% +2,569 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: 137,931 shares; 2024Q4: 140,087 shares; 2025Q1: 140,087 shares; 2025Q2: 304,934 shares; 2025Q3: 348,963 shares; 2025Q4: 306,857 shares 306,857 $51.5M 0.8% -42,106 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: 1,473,731 shares; 2024Q4: 676,062 shares; 2025Q1: 676,722 shares; 2025Q2: 607,789 shares; 2025Q3: 561,976 shares; 2025Q4: 518,847 shares 518,847 $46.4M 0.72% -43,129 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: 44,272 shares; 2024Q4: 51,352 shares; 2025Q1: 51,537 shares; 2025Q2: 60,881 shares; 2025Q3: 64,452 shares; 2025Q4: 68,016 shares 68,016 $44.9M 0.69% +3,564 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: 190,177 shares; 2024Q4: 793,563 shares; 2025Q1: 793,603 shares; 2025Q2: 1,324,545 shares; 2025Q3: 1,279,964 shares; 2025Q4: 1,359,101 shares 1,359,101 $44.3M 0.68% +79,137 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: 295,818 shares; 2024Q4: 327,431 shares; 2025Q1: 328,164 shares; 2025Q2: 268,461 shares; 2025Q3: 264,525 shares; 2025Q4: 361,345 shares 361,345 $43.4M 0.67% +96,820 Timeline SCHP 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: 39,741 shares; 2024Q4: 1,355,447 shares; 2025Q1: 1,357,885 shares; 2025Q2: 1,413,404 shares; 2025Q3: 1,501,036 shares; 2025Q4: 1,582,458 shares 1,582,458 $41.9M 0.65% +81,422 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: 13,916 shares; 2024Q4: 690,887 shares; 2025Q1: 690,887 shares; 2025Q2: 438,386 shares; 2025Q3: 475,828 shares; 2025Q4: 506,449 shares 506,449 $41.8M 0.64% +30,621 Timeline GSIE 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: 1,076,844 shares; 2024Q4: 1,157,566 shares; 2025Q1: 1,157,566 shares; 2025Q2: 1,088,092 shares; 2025Q3: 1,009,846 shares; 2025Q4: 945,892 shares 945,892 $40.6M 0.63% -63,954 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: 64,712 shares; 2024Q4: 86,315 shares; 2025Q1: 86,447 shares; 2025Q2: 109,731 shares; 2025Q3: 106,459 shares; 2025Q4: 113,334 shares 113,334 $39.2M 0.61% +6,875 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: 99,755 shares; 2024Q4: 102,609 shares; 2025Q1: 103,361 shares; 2025Q2: 108,948 shares; 2025Q3: 110,698 shares; 2025Q4: 122,239 shares 122,239 $38.4M 0.59% +11,541 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,109 shares; 2024Q4: 413,665 shares; 2025Q1: 413,706 shares; 2025Q2: 466,172 shares; 2025Q3: 451,090 shares; 2025Q4: 425,900 shares 425,900 $36M 0.56% -25,190 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: 211,407 shares; 2024Q4: 213,145 shares; 2025Q1: 213,145 shares; 2025Q2: 242,264 shares; 2025Q3: 251,884 shares; 2025Q4: 255,255 shares 255,255 $33.8M 0.52% +3,371 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: 4,257 shares; 2024Q4: 5,868 shares; 2025Q1: 5,874 shares; 2025Q2: 31,324 shares; 2025Q3: 86,652 shares; 2025Q4: 149,048 shares 149,048 $33.5M 0.52% +62,396 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: 73,045 shares; 2024Q4: 77,193 shares; 2025Q1: 77,523 shares; 2025Q2: 88,215 shares; 2025Q3: 91,968 shares; 2025Q4: 96,932 shares 96,932 $31.2M 0.48% +4,964 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: 364,228 shares; 2024Q4: 448,632 shares; 2025Q1: 450,973 shares; 2025Q2: 491,118 shares; 2025Q3: 493,104 shares; 2025Q4: 486,009 shares 486,009 $30.4M 0.47% -7,095 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: 335,113 shares; 2024Q4: 397,336 shares; 2025Q1: 398,768 shares; 2025Q2: 560,284 shares; 2025Q3: 620,587 shares; 2025Q4: 526,834 shares 526,834 $30.2M 0.47% -93,753 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: 127,004 shares; 2024Q4: 143,452 shares; 2025Q1: 143,556 shares; 2025Q2: 124,400 shares; 2025Q3: 131,894 shares; 2025Q4: 142,012 shares 142,012 $30.1M 0.46% +10,118 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: 283,355 shares; 2024Q4: 374,079 shares; 2025Q1: 374,079 shares; 2025Q2: 350,471 shares; 2025Q3: 392,152 shares; 2025Q4: 398,501 shares 398,501 $29.5M 0.46% +6,349 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: 142,304 shares; 2024Q4: 142,957 shares; 2025Q1: 144,176 shares; 2025Q2: 135,372 shares; 2025Q3: 142,587 shares; 2025Q4: 150,849 shares 150,849 $28.8M 0.44% +8,262 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: 15,642 shares; 2024Q4: 697,501 shares; 2025Q1: 697,501 shares; 2025Q2: 227,380 shares; 2025Q3: 254,136 shares; 2025Q4: 267,120 shares 267,120 $28.5M 0.44% +12,984 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: 42,708 shares; 2024Q4: 43,628 shares; 2025Q1: 43,663 shares; 2025Q2: 42,362 shares; 2025Q3: 43,860 shares; 2025Q4: 44,534 shares 44,534 $27.4M 0.42% +674 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: 113,795 shares; 2024Q4: 113,057 shares; 2025Q1: 113,167 shares; 2025Q2: 172,478 shares; 2025Q3: 231,823 shares; 2025Q4: 279,584 shares 279,584 $26.6M 0.41% +47,761 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: 65,300 shares; 2024Q4: 68,959 shares; 2025Q1: 69,269 shares; 2025Q2: 75,317 shares; 2025Q3: 77,863 shares; 2025Q4: 74,885 shares 74,885 $26.3M 0.41% -2,978 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: 230,988 shares; 2024Q4: 400,685 shares; 2025Q1: 402,054 shares; 2025Q2: 467,574 shares; 2025Q3: 524,695 shares; 2025Q4: 543,326 shares 543,326 $25.3M 0.39% +18,631 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: 66,105 shares; 2024Q4: 136,521 shares; 2025Q1: 136,498 shares; 2025Q2: 269,612 shares; 2025Q3: 319,887 shares; 2025Q4: 408,780 shares 408,780 $24.9M 0.38% +88,893 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: 39,519 shares; 2024Q4: 42,440 shares; 2025Q1: 42,729 shares; 2025Q2: 44,867 shares; 2025Q3: 46,708 shares; 2025Q4: 49,202 shares 49,202 $24.7M 0.38% +2,494 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: 44,680 shares; 2024Q4: 54,782 shares; 2025Q1: 55,037 shares; 2025Q2: 159,024 shares; 2025Q3: 156,585 shares; 2025Q4: 159,870 shares 159,870 $23.8M 0.37% +3,285 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: 226,263 shares; 2024Q4: 336,200 shares; 2025Q1: 336,200 shares; 2025Q2: 548,884 shares; 2025Q3: 608,977 shares; 2025Q4: 667,694 shares 667,694 $23.7M 0.37% +58,717 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: 73,117 shares; 2024Q4: 75,415 shares; 2025Q1: 75,580 shares; 2025Q2: 83,645 shares; 2025Q3: 75,774 shares; 2025Q4: 76,039 shares 76,039 $23.1M 0.36% +265 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: 15,189 shares; 2024Q4: 17,851 shares; 2025Q1: 17,907 shares; 2025Q2: 19,148 shares; 2025Q3: 19,450 shares; 2025Q4: 21,305 shares 21,305 $22.9M 0.35% +1,855 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 64,567 shares; 2025Q1: 64,772 shares; 2025Q2: 156,394 shares; 2025Q3: 202,883 shares; 2025Q4: 196,982 shares 196,982 $21.7M 0.33% -5,901 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: 33,976 shares; 2024Q4: 59,323 shares; 2025Q1: 59,316 shares; 2025Q2: 88,152 shares; 2025Q3: 87,584 shares; 2025Q4: 108,994 shares 108,994 $21.6M 0.33% +21,410 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,740 shares; 2024Q4: 417,422 shares; 2025Q1: 417,422 shares; 2025Q2: 423,890 shares; 2025Q3: 456,845 shares; 2025Q4: 491,983 shares 491,983 $21.6M 0.33% +35,138 Timeline VGLT 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: 373,185 shares; 2024Q4: 399,363 shares; 2025Q1: 399,363 shares; 2025Q2: 343,644 shares; 2025Q3: 360,581 shares; 2025Q4: 379,952 shares 379,952 $21.2M 0.33% +19,371 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,962 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 220,752 shares 220,752 $20.3M 0.31% +220,656 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,860 shares; 2024Q4: 195,529 shares; 2025Q1: 195,586 shares; 2025Q2: 261,156 shares; 2025Q3: 292,729 shares; 2025Q4: 246,907 shares 246,907 $19.9M 0.31% -45,822 Timeline APCB 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: 183,946 shares; 2024Q4: 279,445 shares; 2025Q1: 279,445 shares; 2025Q2: 478,359 shares; 2025Q3: 598,469 shares; 2025Q4: 648,211 shares 648,211 $19.2M 0.3% +49,742 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 162,735 shares; 2025Q1: 162,735 shares; 2025Q2: 17,642 shares; 2025Q3: 109,086 shares; 2025Q4: 67,305 shares 67,305 $18.6M 0.29% -41,781 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: 40,851 shares; 2024Q4: 27,858 shares; 2025Q1: 28,074 shares; 2025Q2: 33,076 shares; 2025Q3: 36,337 shares; 2025Q4: 41,361 shares 41,361 $18.6M 0.29% +5,024 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,333 shares; 2024Q4: 225,773 shares; 2025Q1: 227,468 shares; 2025Q2: 352,428 shares; 2025Q3: 563,417 shares; 2025Q4: 775,899 shares 775,899 $17.9M 0.28% +212,482 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,009 shares; 2024Q4: 1,104,897 shares; 2025Q1: 1,110,269 shares; 2025Q2: 1,042,214 shares; 2025Q3: 988,061 shares; 2025Q4: 1,002,702 shares 1,002,702 $17.7M 0.27% +14,641 Timeline PREF 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: 219,259 shares; 2024Q4: 219,082 shares; 2025Q1: 220,868 shares; 2025Q2: 429,357 shares; 2025Q3: 672,795 shares; 2025Q4: 927,395 shares 927,395 $17.7M 0.27% +254,600 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: 135,939 shares; 2024Q4: 131,932 shares; 2025Q1: 133,617 shares; 2025Q2: 172,205 shares; 2025Q3: 186,974 shares; 2025Q4: 220,883 shares 220,883 $17.6M 0.27% +33,909 Timeline XYLD 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: 408,501 shares; 2024Q4: 413,191 shares; 2025Q1: 415,590 shares; 2025Q2: 417,860 shares; 2025Q3: 428,043 shares; 2025Q4: 432,679 shares 432,679 $17.6M 0.27% +4,636 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035,884 shares; 2024Q4: 1,055,303 shares; 2025Q1: 1,058,660 shares; 2025Q2: 1,134,479 shares; 2025Q3: 1,151,738 shares; 2025Q4: 1,133,857 shares 1,133,857 $17.4M 0.27% -17,881 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,500 shares; 2024Q4: 354,140 shares; 2025Q1: 354,140 shares; 2025Q2: 468,365 shares; 2025Q3: 436,861 shares; 2025Q4: 475,659 shares 475,659 $17.2M 0.26% +38,798 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: 27,701 shares; 2024Q4: 30,552 shares; 2025Q1: 30,552 shares; 2025Q2: 28,822 shares; 2025Q3: 30,210 shares; 2025Q4: 29,791 shares 29,791 $17M 0.26% -419 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: 18,145 shares; 2024Q4: 17,767 shares; 2025Q1: 17,767 shares; 2025Q2: 19,872 shares; 2025Q3: 20,217 shares; 2025Q4: 24,143 shares 24,143 $16.5M 0.25% +3,926 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,461 shares; 2024Q4: 39,572 shares; 2025Q1: 39,572 shares; 2025Q2: 48,092 shares; 2025Q3: 52,467 shares; 2025Q4: 56,201 shares 56,201 $16.2M 0.25% +3,734 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,291 shares; 2024Q4: 290,724 shares; 2025Q1: 290,724 shares; 2025Q2: 691,363 shares; 2025Q3: 681,154 shares; 2025Q4: 588,939 shares 588,939 $16M 0.25% -92,215 Timeline GIGB 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: 273,406 shares; 2024Q4: 290,494 shares; 2025Q1: 290,494 shares; 2025Q2: 324,781 shares; 2025Q3: 336,508 shares; 2025Q4: 336,075 shares 336,075 $15.5M 0.24% -433 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: 71,017 shares; 2024Q4: 70,095 shares; 2025Q1: 70,759 shares; 2025Q2: 70,137 shares; 2025Q3: 73,706 shares; 2025Q4: 73,634 shares 73,634 $15.4M 0.24% -72 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: 2,297 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 20,499 shares; 2025Q3: 29,652 shares; 2025Q4: 44,396 shares 44,396 $15.2M 0.23% +14,744 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: 142,232 shares; 2024Q4: 150,169 shares; 2025Q1: 150,635 shares; 2025Q2: 177,243 shares; 2025Q3: 178,498 shares; 2025Q4: 181,177 shares 181,177 $15.2M 0.23% +2,679 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: 91,031 shares; 2024Q4: 103,402 shares; 2025Q1: 103,764 shares; 2025Q2: 117,283 shares; 2025Q3: 117,095 shares; 2025Q4: 134,037 shares 134,037 $14.9M 0.23% +16,942 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: 40,442 shares; 2024Q4: 45,690 shares; 2025Q1: 45,740 shares; 2025Q2: 57,871 shares; 2025Q3: 59,351 shares; 2025Q4: 64,569 shares 64,569 $14.8M 0.23% +5,218 Timeline PQDI 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: 492,419 shares; 2024Q4: 508,096 shares; 2025Q1: 508,096 shares; 2025Q2: 485,359 shares; 2025Q3: 515,838 shares; 2025Q4: 734,899 shares 734,899 $14.4M 0.22% +219,061 Timeline BYRE 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: 221,223 shares; 2024Q4: 232,662 shares; 2025Q1: 232,662 shares; 2025Q2: 324,938 shares; 2025Q3: 452,742 shares; 2025Q4: 573,727 shares 573,727 $14M 0.22% +120,985 Timeline CMDY 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: 211,557 shares; 2024Q4: 225,401 shares; 2025Q1: 225,401 shares; 2025Q2: 253,016 shares; 2025Q3: 268,906 shares; 2025Q4: 287,546 shares 287,546 $14M 0.22% +18,640 Timeline GEM 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: 227,140 shares; 2024Q4: 238,464 shares; 2025Q1: 238,464 shares; 2025Q2: 318,162 shares; 2025Q3: 331,224 shares; 2025Q4: 332,219 shares 332,219 $13.8M 0.21% +995 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,169 shares; 2024Q4: 54,704 shares; 2025Q1: 54,704 shares; 2025Q2: 277,649 shares; 2025Q3: 374,473 shares; 2025Q4: 375,218 shares 375,218 $13.8M 0.21% +745 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: 11,320 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 19,463 shares; 2025Q3: 21,421 shares; 2025Q4: 21,941 shares 21,941 $13.8M 0.21% +520 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: 100,833 shares; 2024Q4: 113,442 shares; 2025Q1: 113,442 shares; 2025Q2: 129,906 shares; 2025Q3: 130,646 shares; 2025Q4: 147,416 shares 147,416 $13.7M 0.21% +16,770 Timeline GGUS 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: 98,749 shares; 2025Q3: 210,808 shares; 2025Q4: 214,241 shares 214,241 $13.6M 0.21% +3,433 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: 128,180 shares; 2024Q4: 133,843 shares; 2025Q1: 133,843 shares; 2025Q2: 143,926 shares; 2025Q3: 152,070 shares; 2025Q4: 135,839 shares 135,839 $13.6M 0.21% -16,231 Timeline HIGH 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: 282,114 shares; 2024Q4: 327,452 shares; 2025Q1: 327,452 shares; 2025Q2: 463,219 shares; 2025Q3: 520,839 shares; 2025Q4: 599,795 shares 599,795 $13.4M 0.21% +78,956 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: 206,459 shares; 2024Q4: 217,139 shares; 2025Q1: 218,547 shares; 2025Q2: 229,457 shares; 2025Q3: 242,833 shares; 2025Q4: 248,237 shares 248,237 $13.3M 0.21% +5,404 Timeline SCHH 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: 425,985 shares; 2024Q4: 438,915 shares; 2025Q1: 443,607 shares; 2025Q2: 493,298 shares; 2025Q3: 589,221 shares; 2025Q4: 638,775 shares 638,775 $13.3M 0.21% +49,554 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,877 shares; 2024Q4: 257,280 shares; 2025Q1: 257,280 shares; 2025Q2: 243,250 shares; 2025Q3: 289,452 shares; 2025Q4: 394,576 shares 394,576 $13.3M 0.21% +105,124 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: 86,242 shares; 2024Q4: 91,519 shares; 2025Q1: 91,683 shares; 2025Q2: 100,486 shares; 2025Q3: 105,404 shares; 2025Q4: 109,077 shares 109,077 $13.1M 0.2% +3,673 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: 311,830 shares; 2024Q4: 403,614 shares; 2025Q1: 403,614 shares; 2025Q2: 582,944 shares; 2025Q3: 582,366 shares; 2025Q4: 549,655 shares 549,655 $13M 0.2% -32,711 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: 196,436 shares; 2024Q4: 227,348 shares; 2025Q1: 227,348 shares; 2025Q2: 272,431 shares; 2025Q3: 240,572 shares; 2025Q4: 296,898 shares 296,898 $13M 0.2% +56,326 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: 192,915 shares; 2024Q4: 280,270 shares; 2025Q1: 280,270 shares; 2025Q2: 390,542 shares; 2025Q3: 371,463 shares; 2025Q4: 346,333 shares 346,333 $13M 0.2% -25,130 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: 34,881 shares; 2024Q4: 37,192 shares; 2025Q1: 37,250 shares; 2025Q2: 51,032 shares; 2025Q3: 55,803 shares; 2025Q4: 62,517 shares 62,517 $12.9M 0.2% +6,714 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: 43,032 shares; 2024Q4: 44,066 shares; 2025Q1: 45,072 shares; 2025Q2: 41,617 shares; 2025Q3: 44,310 shares; 2025Q4: 44,259 shares 44,259 $12.8M 0.2% -51 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,964 shares; 2024Q4: 43,097 shares; 2025Q1: 43,624 shares; 2025Q2: 96,369 shares; 2025Q3: 105,043 shares; 2025Q4: 107,533 shares 107,533 $12.7M 0.2% +2,490 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: 54,715 shares; 2024Q4: 62,753 shares; 2025Q1: 62,753 shares; 2025Q2: 74,127 shares; 2025Q3: 76,547 shares; 2025Q4: 76,062 shares 76,062 $12.2M 0.19% -485 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,832 shares; 2024Q4: 39,816 shares; 2025Q1: 39,816 shares; 2025Q2: 45,962 shares; 2025Q3: 49,868 shares; 2025Q4: 57,596 shares 57,596 $12.2M 0.19% +7,728 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: 18,310 shares; 2024Q4: 19,242 shares; 2025Q1: 19,310 shares; 2025Q2: 20,827 shares; 2025Q3: 21,520 shares; 2025Q4: 21,191 shares 21,191 $12.1M 0.19% -329 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: 142,824 shares; 2024Q4: 165,656 shares; 2025Q1: 165,656 shares; 2025Q2: 242,475 shares; 2025Q3: 302,078 shares; 2025Q4: 437,990 shares 437,990 $12M 0.19% +135,912 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,311 shares; 2025Q1: 2,313 shares; 2025Q2: 2,383 shares; 2025Q3: 2,346 shares; 2025Q4: 2,237 shares 2,237 $12M 0.18% -109 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: 20,480 shares; 2024Q4: 22,502 shares; 2025Q1: 22,582 shares; 2025Q2: 31,053 shares; 2025Q3: 32,810 shares; 2025Q4: 33,177 shares 33,177 $11.9M 0.18% +367 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: 189,645 shares; 2024Q4: 219,198 shares; 2025Q1: 219,198 shares; 2025Q2: 267,142 shares; 2025Q3: 244,616 shares; 2025Q4: 291,627 shares 291,627 $11.7M 0.18% +47,011 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: 30,926 shares; 2024Q4: 39,439 shares; 2025Q1: 39,518 shares; 2025Q2: 52,816 shares; 2025Q3: 54,444 shares; 2025Q4: 63,274 shares 63,274 $11.6M 0.18% +8,830 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 87,682 shares; 2025Q4: 437,425 shares 437,425 $11.4M 0.18% +349,743 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,373 shares; 2024Q4: 932,737 shares; 2025Q1: 932,737 shares; 2025Q2: 374,999 shares; 2025Q3: 392,451 shares; 2025Q4: 427,435 shares 427,435 $11.3M 0.17% +34,984 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: 23,547 shares; 2024Q4: 24,775 shares; 2025Q1: 24,775 shares; 2025Q2: 35,617 shares; 2025Q3: 45,458 shares; 2025Q4: 62,399 shares 62,399 $11.1M 0.17% +16,941 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: 27,411 shares; 2024Q4: 32,673 shares; 2025Q1: 32,673 shares; 2025Q2: 36,649 shares; 2025Q3: 36,692 shares; 2025Q4: 41,550 shares 41,550 $11M 0.17% +4,858 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: 46,428 shares; 2024Q4: 51,630 shares; 2025Q1: 51,719 shares; 2025Q2: 58,102 shares; 2025Q3: 65,000 shares; 2025Q4: 69,662 shares 69,662 $10.6M 0.16% +4,662 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: 104,174 shares; 2024Q4: 173,292 shares; 2025Q1: 173,456 shares; 2025Q2: 125,773 shares; 2025Q3: 119,211 shares; 2025Q4: 147,933 shares 147,933 $10.6M 0.16% +28,722 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: 21,911 shares; 2024Q4: 30,842 shares; 2025Q1: 30,844 shares; 2025Q2: 44,706 shares; 2025Q3: 42,346 shares; 2025Q4: 40,746 shares 40,746 $10.5M 0.16% -1,600 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: 30,657 shares; 2025Q1: 30,707 shares; 2025Q2: 51,218 shares; 2025Q3: 55,475 shares; 2025Q4: 60,252 shares 60,252 $10.3M 0.16% +4,777 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: 7,999 shares; 2024Q4: 9,262 shares; 2025Q1: 9,284 shares; 2025Q2: 11,579 shares; 2025Q3: 12,058 shares; 2025Q4: 11,946 shares 11,946 $10.3M 0.16% -112 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: 121,440 shares; 2024Q4: 152,250 shares; 2025Q1: 152,450 shares; 2025Q2: 213,252 shares; 2025Q3: 265,658 shares; 2025Q4: 296,491 shares 296,491 $10.3M 0.16% +30,833 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,866 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 120,292 shares; 2025Q3: 128,706 shares; 2025Q4: 131,430 shares 131,430 $10.2M 0.16% +2,724 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: 178,214 shares; 2024Q4: 187,832 shares; 2025Q1: 189,385 shares; 2025Q2: 225,079 shares; 2025Q3: 197,882 shares; 2025Q4: 203,709 shares 203,709 $10.2M 0.16% +5,827 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: 86,344 shares; 2024Q4: 83,957 shares; 2025Q1: 84,057 shares; 2025Q2: 101,668 shares; 2025Q3: 108,865 shares; 2025Q4: 111,992 shares 111,992 $10.1M 0.16% +3,127 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: 56,562 shares; 2024Q4: 55,378 shares; 2025Q1: 55,383 shares; 2025Q2: 46,013 shares; 2025Q3: 52,081 shares; 2025Q4: 56,675 shares 56,675 $10.1M 0.16% +4,594 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: 17,630 shares; 2024Q4: 20,869 shares; 2025Q1: 20,954 shares; 2025Q2: 30,399 shares; 2025Q3: 30,058 shares; 2025Q4: 29,224 shares 29,224 $10.1M 0.16% -834 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: 165,421 shares; 2024Q4: 178,111 shares; 2025Q1: 178,111 shares; 2025Q2: 181,884 shares; 2025Q3: 148,156 shares; 2025Q4: 151,349 shares 151,349 $9.99M 0.15% +3,193 Timeline FELG 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: 114 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 185,403 shares; 2025Q3: 220,170 shares; 2025Q4: 238,138 shares 238,138 $9.93M 0.15% +17,968 Timeline APMU 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: 123,845 shares; 2024Q4: 159,095 shares; 2025Q1: 159,095 shares; 2025Q2: 229,836 shares; 2025Q3: 300,469 shares; 2025Q4: 390,984 shares 390,984 $9.81M 0.15% +90,515 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: 88,597 shares; 2024Q4: 140,172 shares; 2025Q1: 140,573 shares; 2025Q2: 122,456 shares; 2025Q3: 131,299 shares; 2025Q4: 141,052 shares 141,052 $9.8M 0.15% +9,753 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,248 shares; 2024Q4: 112,794 shares; 2025Q1: 114,928 shares; 2025Q2: 112,647 shares; 2025Q3: 116,116 shares; 2025Q4: 113,406 shares 113,406 $9.78M 0.15% -2,710 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: 6,346 shares; 2024Q4: 8,046 shares; 2025Q1: 8,046 shares; 2025Q2: 10,144 shares; 2025Q3: 9,918 shares; 2025Q4: 11,032 shares 11,032 $9.7M 0.15% +1,114 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: 102,005 shares; 2024Q4: 106,126 shares; 2025Q1: 106,496 shares; 2025Q2: 126,766 shares; 2025Q3: 130,739 shares; 2025Q4: 137,974 shares 137,974 $9.65M 0.15% +7,235 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,439 shares; 2024Q4: 248,852 shares; 2025Q1: 248,852 shares; 2025Q2: 34,560 shares; 2025Q3: 63,348 shares; 2025Q4: 69,627 shares 69,627 $9.64M 0.15% +6,279 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264,921 shares; 2025Q4: 378,269 shares 378,269 $9.64M 0.15% +113,348 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,302 shares; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 177,912 shares; 2025Q3: 184,968 shares; 2025Q4: 194,851 shares 194,851 $9.64M 0.15% +9,883 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: 43,173 shares; 2024Q4: 46,384 shares; 2025Q1: 47,618 shares; 2025Q2: 34,695 shares; 2025Q3: 36,286 shares; 2025Q4: 37,145 shares 37,145 $9.58M 0.15% +859 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,014 shares; 2024Q4: 143,865 shares; 2025Q1: 144,334 shares; 2025Q2: 147,965 shares; 2025Q3: 157,205 shares; 2025Q4: 154,188 shares 154,188 $9.46M 0.15% -3,017 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: 47,402 shares; 2024Q4: 63,251 shares; 2025Q1: 63,387 shares; 2025Q2: 74,837 shares; 2025Q3: 77,473 shares; 2025Q4: 88,265 shares 88,265 $9.45M 0.15% +10,792 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: 15,960 shares; 2024Q4: 16,823 shares; 2025Q1: 16,839 shares; 2025Q2: 84,375 shares; 2025Q3: 216,285 shares; 2025Q4: 256,853 shares 256,853 $9.4M 0.14% +40,568 Timeline PSET 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: 272,169 shares; 2024Q4: 277,335 shares; 2025Q1: 277,535 shares; 2025Q2: 390,157 shares; 2025Q3: 367,369 shares; 2025Q4: 122,263 shares 122,263 $9.33M 0.14% -245,106 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: 29,042 shares; 2024Q4: 35,098 shares; 2025Q1: 35,098 shares; 2025Q2: 46,853 shares; 2025Q3: 51,144 shares; 2025Q4: 60,498 shares 60,498 $9.29M 0.14% +9,354 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,957 shares; 2024Q4: 553,448 shares; 2025Q1: 557,451 shares; 2025Q2: 629,276 shares; 2025Q3: 652,755 shares; 2025Q4: 643,122 shares 643,122 $9.24M 0.14% -9,633 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 18,834 shares; 2025Q1: 18,834 shares; 2025Q2: 23,482 shares; 2025Q3: 226,702 shares; 2025Q4: 215,294 shares 215,294 $9.23M 0.14% -11,408 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: 79,111 shares; 2024Q4: 90,837 shares; 2025Q1: 94,525 shares; 2025Q2: 115,486 shares; 2025Q3: 160,864 shares; 2025Q4: 187,596 shares 187,596 $9.06M 0.14% +26,732 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: 7,333 shares; 2024Q4: 8,342 shares; 2025Q1: 8,407 shares; 2025Q2: 9,226 shares; 2025Q3: 9,716 shares; 2025Q4: 96,571 shares 96,571 $9.05M 0.14% +86,855 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: 96,930 shares; 2024Q4: 110,544 shares; 2025Q1: 110,644 shares; 2025Q2: 136,711 shares; 2025Q3: 143,720 shares; 2025Q4: 159,833 shares 159,833 $8.79M 0.14% +16,113 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: 2,972 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 5,535 shares; 2025Q3: 5,764 shares; 2025Q4: 7,226 shares 7,226 $8.78M 0.14% +1,462 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: 40,923 shares; 2024Q4: 41,371 shares; 2025Q1: 41,546 shares; 2025Q2: 47,399 shares; 2025Q3: 61,183 shares; 2025Q4: 60,965 shares 60,965 $8.75M 0.13% -218 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,607 shares; 2024Q4: 110,503 shares; 2025Q1: 111,843 shares; 2025Q2: 137,360 shares; 2025Q3: 155,831 shares; 2025Q4: 171,832 shares 171,832 $8.74M 0.13% +16,001 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: 51,032 shares; 2024Q4: 63,921 shares; 2025Q1: 64,042 shares; 2025Q2: 99,707 shares; 2025Q3: 104,351 shares; 2025Q4: 113,404 shares 113,404 $8.74M 0.13% +9,053 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: 14,532 shares; 2024Q4: 21,307 shares; 2025Q1: 21,640 shares; 2025Q2: 60,501 shares; 2025Q3: 82,766 shares; 2025Q4: 107,106 shares 107,106 $8.69M 0.13% +24,340 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: 13,771 shares; 2024Q4: 15,524 shares; 2025Q1: 15,524 shares; 2025Q2: 19,114 shares; 2025Q3: 20,897 shares; 2025Q4: 23,486 shares 23,486 $8.69M 0.13% +2,589 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: 23,726 shares; 2024Q4: 26,354 shares; 2025Q1: 26,354 shares; 2025Q2: 29,866 shares; 2025Q3: 29,447 shares; 2025Q4: 26,239 shares 26,239 $8.66M 0.13% -3,208 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: 35,519 shares; 2024Q4: 39,841 shares; 2025Q1: 39,841 shares; 2025Q2: 60,905 shares; 2025Q3: 49,599 shares; 2025Q4: 44,102 shares 44,102 $8.6M 0.13% -5,497 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,281 shares; 2025Q1: 65,281 shares; 2025Q2: 334,366 shares; 2025Q3: 336,044 shares; 2025Q4: 337,487 shares 337,487 $8.44M 0.13% +1,443 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: 142,466 shares; 2024Q4: 156,347 shares; 2025Q1: 156,464 shares; 2025Q2: 163,065 shares; 2025Q3: 168,834 shares; 2025Q4: 186,582 shares 186,582 $8.44M 0.13% +17,748 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: 95,820 shares; 2024Q4: 91,082 shares; 2025Q1: 93,319 shares; 2025Q2: 88,181 shares; 2025Q3: 89,691 shares; 2025Q4: 88,242 shares 88,242 $8.31M 0.13% -1,449 Timeline FQAL 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 763 shares; 2025Q3: 2,873 shares; 2025Q4: 109,218 shares 109,218 $8.26M 0.13% +106,345 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,477 shares; 2024Q4: 21,414 shares; 2025Q1: 21,436 shares; 2025Q2: 81,707 shares; 2025Q3: 160,957 shares; 2025Q4: 249,855 shares 249,855 $8.18M 0.13% +88,898 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: 35,596 shares; 2024Q4: 39,776 shares; 2025Q1: 39,872 shares; 2025Q2: 48,217 shares; 2025Q3: 46,944 shares; 2025Q4: 47,637 shares 47,637 $8.15M 0.13% +693 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: 206,271 shares; 2024Q4: 219,592 shares; 2025Q1: 219,790 shares; 2025Q2: 157,124 shares; 2025Q3: 156,746 shares; 2025Q4: 132,869 shares 132,869 $7.99M 0.12% -23,877 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: 22,192 shares; 2024Q4: 26,328 shares; 2025Q1: 26,328 shares; 2025Q2: 38,800 shares; 2025Q3: 39,375 shares; 2025Q4: 44,550 shares 44,550 $7.91M 0.12% +5,175 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,263 shares; 2024Q4: 63,237 shares; 2025Q1: 63,512 shares; 2025Q2: 65,913 shares; 2025Q3: 69,547 shares; 2025Q4: 71,860 shares 71,860 $7.9M 0.12% +2,313 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: 120,678 shares; 2024Q4: 140,359 shares; 2025Q1: 140,359 shares; 2025Q2: 176,676 shares; 2025Q3: 169,468 shares; 2025Q4: 176,526 shares 176,526 $7.85M 0.12% +7,058 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: 46,973 shares; 2024Q4: 56,500 shares; 2025Q1: 57,157 shares; 2025Q2: 53,246 shares; 2025Q3: 39,102 shares; 2025Q4: 38,950 shares 38,950 $7.78M 0.12% -152 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF 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: 4,003 shares; 2025Q4: 206,448 shares 206,448 $7.7M 0.12% +202,445 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: 15,627 shares; 2024Q4: 17,573 shares; 2025Q1: 17,573 shares; 2025Q2: 21,724 shares; 2025Q3: 23,089 shares; 2025Q4: 25,456 shares 25,456 $7.54M 0.12% +2,367 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,408 shares; 2024Q4: 99,987 shares; 2025Q1: 99,987 shares; 2025Q2: 190,592 shares; 2025Q3: 214,913 shares; 2025Q4: 216,058 shares 216,058 $7.4M 0.11% +1,145 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,240 shares; 2024Q4: 80,409 shares; 2025Q1: 80,409 shares; 2025Q2: 90,763 shares; 2025Q3: 95,506 shares; 2025Q4: 97,786 shares 97,786 $7.4M 0.11% +2,280 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: 58,774 shares; 2024Q4: 71,072 shares; 2025Q1: 71,204 shares; 2025Q2: 74,511 shares; 2025Q3: 74,397 shares; 2025Q4: 64,503 shares 64,503 $7.34M 0.11% -9,894 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: 32,370 shares; 2024Q4: 40,759 shares; 2025Q1: 40,785 shares; 2025Q2: 59,085 shares; 2025Q3: 55,024 shares; 2025Q4: 58,412 shares 58,412 $7.32M 0.11% +3,388 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: 58,035 shares; 2024Q4: 75,976 shares; 2025Q1: 75,976 shares; 2025Q2: 120,784 shares; 2025Q3: 176,578 shares; 2025Q4: 188,510 shares 188,510 $7.22M 0.11% +11,932 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: 49,519 shares; 2025Q3: 131,222 shares; 2025Q4: 216,892 shares 216,892 $7.22M 0.11% +85,670 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 29,696 shares; 2025Q1: 29,696 shares; 2025Q2: 40,691 shares; 2025Q3: 40,284 shares; 2025Q4: 31,635 shares 31,635 $7.13M 0.11% -8,649 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: 5,445 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 305,342 shares; 2025Q3: 289,887 shares; 2025Q4: 270,747 shares 270,747 $7.1M 0.11% -19,140 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: 39,730 shares; 2024Q4: 44,681 shares; 2025Q1: 44,681 shares; 2025Q2: 59,386 shares; 2025Q3: 55,642 shares; 2025Q4: 60,856 shares 60,856 $7.1M 0.11% +5,214 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: 58,362 shares; 2024Q4: 72,058 shares; 2025Q1: 72,172 shares; 2025Q2: 67,132 shares; 2025Q3: 83,725 shares; 2025Q4: 89,856 shares 89,856 $7.08M 0.11% +6,131 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 10,268 shares; 2025Q1: 10,301 shares; 2025Q2: 13,125 shares; 2025Q3: 15,481 shares; 2025Q4: 17,792 shares 17,792 $7.05M 0.11% +2,311 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: 48,560 shares; 2024Q4: 49,323 shares; 2025Q1: 50,631 shares; 2025Q2: 73,195 shares; 2025Q3: 107,315 shares; 2025Q4: 123,697 shares 123,697 $7.01M 0.11% +16,382 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: 14,242 shares; 2024Q4: 13,810 shares; 2025Q1: 14,412 shares; 2025Q2: 14,311 shares; 2025Q3: 21,330 shares; 2025Q4: 32,312 shares 32,312 $6.94M 0.11% +10,982 Timeline VOX 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: 93,403 shares; 2024Q4: 95,503 shares; 2025Q1: 95,576 shares; 2025Q2: 88,093 shares; 2025Q3: 35,378 shares; 2025Q4: 35,715 shares 35,715 $6.92M 0.11% +337 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: 15,652 shares; 2024Q4: 16,293 shares; 2025Q1: 16,294 shares; 2025Q2: 18,928 shares; 2025Q3: 19,713 shares; 2025Q4: 19,730 shares 19,730 $6.91M 0.11% +17 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: 59,378 shares; 2024Q4: 61,005 shares; 2025Q1: 61,005 shares; 2025Q2: 69,940 shares; 2025Q3: 65,720 shares; 2025Q4: 67,058 shares 67,058 $6.87M 0.11% +1,338 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,905 shares; 2025Q3: 85,156 shares; 2025Q4: 99,458 shares 99,458 $6.77M 0.1% +14,302 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,017 shares; 2024Q4: 57,532 shares; 2025Q1: 57,532 shares; 2025Q2: 55,713 shares; 2025Q3: 62,926 shares; 2025Q4: 69,580 shares 69,580 $6.76M 0.1% +6,654 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,689 shares; 2025Q4: 211,433 shares 211,433 $6.69M 0.1% +49,744 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: 63,057 shares; 2024Q4: 10,490 shares; 2025Q1: 10,490 shares; 2025Q2: 42,990 shares; 2025Q3: 56,754 shares; 2025Q4: 65,740 shares 65,740 $6.68M 0.1% +8,986 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: 47,656 shares; 2024Q4: 59,314 shares; 2025Q1: 59,444 shares; 2025Q2: 64,975 shares; 2025Q3: 63,674 shares; 2025Q4: 69,091 shares 69,091 $6.64M 0.1% +5,417 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: 115,852 shares; 2024Q4: 119,105 shares; 2025Q1: 119,105 shares; 2025Q2: 131,930 shares; 2025Q3: 129,798 shares; 2025Q4: 131,932 shares 131,932 $6.63M 0.1% +2,134 Timeline SDIV 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: 285 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 87,453 shares; 2025Q3: 185,466 shares; 2025Q4: 275,101 shares 275,101 $6.61M 0.1% +89,635 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,899 shares; 2024Q4: 18,374 shares; 2025Q1: 18,374 shares; 2025Q2: 20,335 shares; 2025Q3: 21,800 shares; 2025Q4: 18,849 shares 18,849 $6.61M 0.1% -2,951 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: 123,059 shares; 2024Q4: 135,060 shares; 2025Q1: 135,279 shares; 2025Q2: 139,689 shares; 2025Q3: 148,175 shares; 2025Q4: 160,922 shares 160,922 $6.55M 0.1% +12,747 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,759 shares; 2025Q1: 4,759 shares; 2025Q2: 7,056 shares; 2025Q3: 6,370 shares; 2025Q4: 7,433 shares 7,433 $6.53M 0.1% +1,063 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 4,962 shares; 2025Q1: 4,962 shares; 2025Q2: 193,241 shares; 2025Q3: 183,881 shares; 2025Q4: 170,434 shares 170,434 $6.51M 0.1% -13,447 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: 34,792 shares; 2024Q4: 40,050 shares; 2025Q1: 40,132 shares; 2025Q2: 44,839 shares; 2025Q3: 50,829 shares; 2025Q4: 54,941 shares 54,941 $6.44M 0.1% +4,112 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: 29,204 shares; 2024Q4: 40,604 shares; 2025Q1: 40,604 shares; 2025Q2: 60,285 shares; 2025Q3: 68,204 shares; 2025Q4: 78,606 shares 78,606 $6.42M 0.1% +10,402 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,769 shares; 2024Q4: 966,636 shares; 2025Q1: 970,737 shares; 2025Q2: 618,506 shares; 2025Q3: 558,890 shares; 2025Q4: 502,764 shares 502,764 $6.42M 0.1% -56,126 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: 10,886 shares; 2024Q4: 17,093 shares; 2025Q1: 17,093 shares; 2025Q2: 19,683 shares; 2025Q3: 20,530 shares; 2025Q4: 20,799 shares 20,799 $6.41M 0.1% +269 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: 77,638 shares; 2024Q4: 76,611 shares; 2025Q1: 76,623 shares; 2025Q2: 82,377 shares; 2025Q3: 83,084 shares; 2025Q4: 75,941 shares 75,941 $6.39M 0.1% -7,143 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: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 6,440 shares; 2025Q3: 6,084 shares; 2025Q4: 5,916 shares 5,916 $6.33M 0.1% -168 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: 10,460 shares; 2024Q4: 12,943 shares; 2025Q1: 12,943 shares; 2025Q2: 22,131 shares; 2025Q3: 23,392 shares; 2025Q4: 25,837 shares 25,837 $6.26M 0.1% +2,445 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,812 shares; 2024Q4: 95,023 shares; 2025Q1: 95,023 shares; 2025Q2: 114,070 shares; 2025Q3: 130,631 shares; 2025Q4: 127,420 shares 127,420 $6.21M 0.1% -3,211 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: 13,140 shares; 2024Q4: 16,300 shares; 2025Q1: 16,328 shares; 2025Q2: 20,587 shares; 2025Q3: 19,208 shares; 2025Q4: 23,006 shares 23,006 $6.17M 0.1% +3,798 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,036 shares; 2024Q4: 84,458 shares; 2025Q1: 84,521 shares; 2025Q2: 47,282 shares; 2025Q3: 46,471 shares; 2025Q4: 42,940 shares 42,940 $6.15M 0.09% -3,531 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,631 shares; 2025Q1: 3,637 shares; 2025Q2: 4,002 shares; 2025Q3: 4,581 shares; 2025Q4: 4,589 shares 4,589 $6.1M 0.09% +8 Timeline GTIP 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: 91,785 shares; 2024Q4: 98,943 shares; 2025Q1: 98,943 shares; 2025Q2: 111,381 shares; 2025Q3: 119,257 shares; 2025Q4: 123,775 shares 123,775 $6.08M 0.09% +4,518 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: 28,627 shares; 2024Q4: 32,664 shares; 2025Q1: 32,878 shares; 2025Q2: 36,600 shares; 2025Q3: 37,016 shares; 2025Q4: 41,712 shares 41,712 $5.98M 0.09% +4,696 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,165 shares; 2024Q4: 68,528 shares; 2025Q1: 68,528 shares; 2025Q2: 72,589 shares; 2025Q3: 84,029 shares; 2025Q4: 130,178 shares 130,178 $5.97M 0.09% +46,149 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: 36,790 shares; 2025Q1: 36,790 shares; 2025Q2: 47,206 shares; 2025Q3: 43,549 shares; 2025Q4: 45,551 shares 45,551 $5.97M 0.09% +2,002 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: 52,298 shares; 2024Q4: 50,070 shares; 2025Q1: 50,120 shares; 2025Q2: 41,452 shares; 2025Q3: 47,246 shares; 2025Q4: 56,475 shares 56,475 $5.94M 0.09% +9,229 Timeline EVTR 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: 88 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 18,022 shares; 2025Q3: 104,102 shares; 2025Q4: 113,715 shares 113,715 $5.86M 0.09% +9,613 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,925 shares; 2024Q4: 85,773 shares; 2025Q1: 85,773 shares; 2025Q2: 85,325 shares; 2025Q3: 126,031 shares; 2025Q4: 125,387 shares 125,387 $5.82M 0.09% -644 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: 10,133 shares; 2024Q4: 11,099 shares; 2025Q1: 11,106 shares; 2025Q2: 15,249 shares; 2025Q3: 17,225 shares; 2025Q4: 18,999 shares 18,999 $5.81M 0.09% +1,774 Timeline JCPB 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: 14,794 shares; 2025Q3: 111,851 shares; 2025Q4: 122,320 shares 122,320 $5.79M 0.09% +10,469 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: 13,501 shares; 2024Q4: 13,612 shares; 2025Q1: 13,612 shares; 2025Q2: 16,013 shares; 2025Q3: 16,419 shares; 2025Q4: 17,665 shares 17,665 $5.78M 0.09% +1,246 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: 40,066 shares; 2024Q4: 43,307 shares; 2025Q1: 43,337 shares; 2025Q2: 36,363 shares; 2025Q3: 36,763 shares; 2025Q4: 37,205 shares 37,205 $5.77M 0.09% +442 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,959 shares; 2024Q4: 44,571 shares; 2025Q1: 44,571 shares; 2025Q2: 96,831 shares; 2025Q3: 104,222 shares; 2025Q4: 123,005 shares 123,005 $5.76M 0.09% +18,783 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: 104,668 shares; 2024Q4: 100,236 shares; 2025Q1: 103,878 shares; 2025Q2: 88,970 shares; 2025Q3: 90,055 shares; 2025Q4: 81,762 shares 81,762 $5.68M 0.09% -8,293 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: 111,344 shares; 2024Q4: 345,972 shares; 2025Q1: 348,090 shares; 2025Q2: 355,477 shares; 2025Q3: 204,964 shares; 2025Q4: 206,537 shares 206,537 $5.67M 0.09% +1,573 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,029 shares; 2024Q4: 288,548 shares; 2025Q1: 288,548 shares; 2025Q2: 287,050 shares; 2025Q3: 279,467 shares; 2025Q4: 240,887 shares 240,887 $5.63M 0.09% -38,580 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 8,451 shares; 2025Q1: 8,451 shares; 2025Q2: 7,247 shares; 2025Q3: 7,247 shares; 2025Q4: 167,161 shares 167,161 $5.63M 0.09% +159,914 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,877 shares; 2024Q4: 70,853 shares; 2025Q1: 70,853 shares; 2025Q2: 199,266 shares; 2025Q3: 214,029 shares; 2025Q4: 230,564 shares 230,564 $5.62M 0.09% +16,535 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: 14,067 shares; 2024Q4: 14,936 shares; 2025Q1: 14,967 shares; 2025Q2: 16,670 shares; 2025Q3: 17,029 shares; 2025Q4: 24,287 shares 24,287 $5.62M 0.09% +7,258 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: 11,274 shares; 2024Q4: 13,864 shares; 2025Q1: 13,925 shares; 2025Q2: 17,085 shares; 2025Q3: 15,358 shares; 2025Q4: 17,988 shares 17,988 $5.61M 0.09% +2,630 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,498 shares; 2024Q4: 44,274 shares; 2025Q1: 44,274 shares; 2025Q2: 43,587 shares; 2025Q3: 76,203 shares; 2025Q4: 75,639 shares 75,639 $5.49M 0.08% -564 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: 1,610 shares; 2024Q4: 2,147 shares; 2025Q1: 2,247 shares; 2025Q2: 2,548 shares; 2025Q3: 3,240 shares; 2025Q4: 13,306 shares 13,306 $5.49M 0.08% +10,066 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: 25,421 shares; 2024Q4: 27,911 shares; 2025Q1: 28,053 shares; 2025Q2: 46,495 shares; 2025Q3: 57,154 shares; 2025Q4: 59,527 shares 59,527 $5.47M 0.08% +2,373 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: 125,037 shares; 2024Q4: 107,734 shares; 2025Q1: 107,734 shares; 2025Q2: 103,558 shares; 2025Q3: 113,172 shares; 2025Q4: 115,965 shares 115,965 $5.46M 0.08% +2,793 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: 192,255 shares; 2024Q4: 28,328 shares; 2025Q1: 28,660 shares; 2025Q2: 41,828 shares; 2025Q3: 42,829 shares; 2025Q4: 44,769 shares 44,769 $5.44M 0.08% +1,940 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: 7,790 shares; 2024Q4: 7,632 shares; 2025Q1: 7,632 shares; 2025Q2: 8,604 shares; 2025Q3: 9,155 shares; 2025Q4: 9,584 shares 9,584 $5.43M 0.08% +429 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,266 shares; 2024Q4: 79,810 shares; 2025Q1: 79,810 shares; 2025Q2: 95,618 shares; 2025Q3: 100,026 shares; 2025Q4: 106,164 shares 106,164 $5.38M 0.08% +6,138 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: 7,993 shares; 2024Q4: 9,508 shares; 2025Q1: 9,508 shares; 2025Q2: 11,964 shares; 2025Q3: 12,504 shares; 2025Q4: 12,546 shares 12,546 $5.35M 0.08% +42 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: 105,951 shares; 2024Q4: 109,180 shares; 2025Q1: 109,180 shares; 2025Q2: 35,571 shares; 2025Q3: 85,728 shares; 2025Q4: 97,250 shares 97,250 $5.33M 0.08% +11,522 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: 8,292 shares; 2024Q4: 9,058 shares; 2025Q1: 9,058 shares; 2025Q2: 10,372 shares; 2025Q3: 8,384 shares; 2025Q4: 9,182 shares 9,182 $5.32M 0.08% +798 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 8,415 shares; 2025Q1: 8,675 shares; 2025Q2: 46,001 shares; 2025Q3: 46,751 shares; 2025Q4: 38,954 shares 38,954 $5.29M 0.08% -7,797 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,238 shares; 2024Q4: 79,846 shares; 2025Q1: 79,846 shares; 2025Q2: 83,809 shares; 2025Q3: 87,197 shares; 2025Q4: 87,261 shares 87,261 $5.23M 0.08% +64 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,808 shares; 2024Q4: 54,069 shares; 2025Q1: 54,069 shares; 2025Q2: 63,488 shares; 2025Q3: 66,855 shares; 2025Q4: 53,978 shares 53,978 $5.19M 0.08% -12,877 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: 14,311 shares; 2024Q4: 14,979 shares; 2025Q1: 14,979 shares; 2025Q2: 16,226 shares; 2025Q3: 16,965 shares; 2025Q4: 22,658 shares 22,658 $5.19M 0.08% +5,693 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: 2,284 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 23,181 shares; 2025Q3: 64,981 shares; 2025Q4: 94,354 shares 94,354 $5.17M 0.08% +29,373 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: 8,904 shares; 2024Q4: 9,354 shares; 2025Q1: 9,398 shares; 2025Q2: 9,492 shares; 2025Q3: 10,201 shares; 2025Q4: 10,663 shares 10,663 $5.16M 0.08% +462 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: 18,612 shares; 2024Q4: 20,821 shares; 2025Q1: 20,821 shares; 2025Q2: 15,721 shares; 2025Q3: 16,380 shares; 2025Q4: 15,194 shares 15,194 $5.13M 0.08% -1,186 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: 129,230 shares; 2024Q4: 122,346 shares; 2025Q1: 122,346 shares; 2025Q2: 131,644 shares; 2025Q3: 144,115 shares; 2025Q4: 170,980 shares 170,980 $5.11M 0.08% +26,865 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: 118,379 shares; 2024Q4: 133,688 shares; 2025Q1: 134,350 shares; 2025Q2: 161,585 shares; 2025Q3: 177,067 shares; 2025Q4: 205,612 shares 205,612 $5.11M 0.08% +28,545 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: 21,259 shares; 2024Q4: 22,067 shares; 2025Q1: 22,067 shares; 2025Q2: 35,975 shares; 2025Q3: 34,732 shares; 2025Q4: 39,638 shares 39,638 $5.06M 0.08% +4,906 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 43,158 shares; 2025Q3: 110,359 shares; 2025Q4: 226,433 shares 226,433 $5.04M 0.08% +116,074 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,914 shares; 2024Q4: 110,296 shares; 2025Q1: 110,367 shares; 2025Q2: 95,418 shares; 2025Q3: 93,440 shares; 2025Q4: 95,477 shares 95,477 $5.02M 0.08% +2,037 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: 27,679 shares; 2024Q4: 24,120 shares; 2025Q1: 24,135 shares; 2025Q2: 19,126 shares; 2025Q3: 19,286 shares; 2025Q4: 23,104 shares 23,104 $4.95M 0.08% +3,818 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: 554 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 7,408 shares; 2025Q3: 6,560 shares; 2025Q4: 6,546 shares 6,546 $4.93M 0.08% -14 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: 14,299 shares; 2024Q4: 12,348 shares; 2025Q1: 12,648 shares; 2025Q2: 10,057 shares; 2025Q3: 10,157 shares; 2025Q4: 10,477 shares 10,477 $4.91M 0.08% +320 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 105,606 shares; 2025Q3: 122,208 shares; 2025Q4: 204,192 shares 204,192 $4.84M 0.07% +81,984 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,779 shares; 2024Q4: 99,197 shares; 2025Q1: 100,047 shares; 2025Q2: 101,435 shares; 2025Q3: 100,374 shares; 2025Q4: 81,582 shares 81,582 $4.84M 0.07% -18,792 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: 29,048 shares; 2024Q4: 111,007 shares; 2025Q1: 111,007 shares; 2025Q2: 152,722 shares; 2025Q3: 70,669 shares; 2025Q4: 83,160 shares 83,160 $4.83M 0.07% +12,491 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,160 shares; 2024Q4: 102,519 shares; 2025Q1: 102,519 shares; 2025Q2: 103,518 shares; 2025Q3: 117,312 shares; 2025Q4: 115,813 shares 115,813 $4.8M 0.07% -1,499 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: 2,510 shares; 2024Q4: 3,121 shares; 2025Q1: 3,122 shares; 2025Q2: 3,252 shares; 2025Q3: 3,539 shares; 2025Q4: 4,465 shares 4,465 $4.78M 0.07% +926 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,662 shares; 2025Q1: 2,697 shares; 2025Q2: 55,486 shares; 2025Q3: 52,893 shares; 2025Q4: 52,057 shares 52,057 $4.75M 0.07% -836 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: 14,720 shares; 2024Q4: 16,117 shares; 2025Q1: 16,117 shares; 2025Q2: 18,058 shares; 2025Q3: 18,256 shares; 2025Q4: 16,499 shares 16,499 $4.74M 0.07% -1,757 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: 26,144 shares; 2024Q4: 28,757 shares; 2025Q1: 28,870 shares; 2025Q2: 36,684 shares; 2025Q3: 35,771 shares; 2025Q4: 34,368 shares 34,368 $4.74M 0.07% -1,403 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: 43,399 shares; 2024Q4: 42,498 shares; 2025Q1: 44,740 shares; 2025Q2: 48,147 shares; 2025Q3: 49,680 shares; 2025Q4: 48,902 shares 48,902 $4.71M 0.07% -778 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 5,554 shares; 2025Q3: 5,652 shares; 2025Q4: 5,702 shares 5,702 $4.68M 0.07% +50 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 16,603 shares; 2025Q1: 16,608 shares; 2025Q2: 19,773 shares; 2025Q3: 21,575 shares; 2025Q4: 23,951 shares 23,951 $4.65M 0.07% +2,376 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,802 shares; 2024Q4: 54,635 shares; 2025Q1: 54,635 shares; 2025Q2: 79,066 shares; 2025Q3: 90,246 shares; 2025Q4: 91,651 shares 91,651 $4.63M 0.07% +1,405 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,321 shares; 2024Q4: 99,447 shares; 2025Q1: 100,568 shares; 2025Q2: 62,435 shares; 2025Q3: 62,817 shares; 2025Q4: 66,589 shares 66,589 $4.62M 0.07% +3,772 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: 12,592 shares; 2024Q4: 18,166 shares; 2025Q1: 18,166 shares; 2025Q2: 24,986 shares; 2025Q3: 30,469 shares; 2025Q4: 33,789 shares 33,789 $4.57M 0.07% +3,320 Timeline CGSM 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: 51,034 shares; 2024Q4: 52,050 shares; 2025Q1: 52,050 shares; 2025Q2: 71,569 shares; 2025Q3: 98,385 shares; 2025Q4: 171,564 shares 171,564 $4.52M 0.07% +73,179 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,376 shares; 2024Q4: 170,903 shares; 2025Q1: 170,903 shares; 2025Q2: 174,560 shares; 2025Q3: 176,324 shares; 2025Q4: 60,145 shares 60,145 $4.51M 0.07% -116,179 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,966 shares; 2024Q4: 213,176 shares; 2025Q1: 213,176 shares; 2025Q2: 209,375 shares; 2025Q3: 244,052 shares; 2025Q4: 254,451 shares 254,451 $4.51M 0.07% +10,399 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,222 shares; 2024Q4: 40,586 shares; 2025Q1: 40,620 shares; 2025Q2: 45,651 shares; 2025Q3: 54,628 shares; 2025Q4: 51,805 shares 51,805 $4.47M 0.07% -2,823 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: 8,955 shares; 2024Q4: 8,917 shares; 2025Q1: 8,917 shares; 2025Q2: 15,995 shares; 2025Q3: 15,289 shares; 2025Q4: 30,876 shares 30,876 $4.45M 0.07% +15,587 Timeline AGGH 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: 103,655 shares; 2024Q4: 24,942 shares; 2025Q1: 24,942 shares; 2025Q2: 112,846 shares; 2025Q3: 143,055 shares; 2025Q4: 213,832 shares 213,832 $4.43M 0.07% +70,777 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: 4,702 shares; 2024Q4: 5,481 shares; 2025Q1: 5,481 shares; 2025Q2: 6,973 shares; 2025Q3: 23,372 shares; 2025Q4: 44,454 shares 44,454 $4.37M 0.07% +21,082 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,352 shares; 2024Q4: 28,378 shares; 2025Q1: 28,378 shares; 2025Q2: 20,323 shares; 2025Q3: 20,701 shares; 2025Q4: 23,460 shares 23,460 $4.35M 0.07% +2,759 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,147 shares; 2024Q4: 65,868 shares; 2025Q1: 65,868 shares; 2025Q2: 70,938 shares; 2025Q3: 86,121 shares; 2025Q4: 91,826 shares 91,826 $4.33M 0.07% +5,705 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: 9,732 shares; 2024Q4: 10,742 shares; 2025Q1: 10,742 shares; 2025Q2: 11,262 shares; 2025Q3: 12,343 shares; 2025Q4: 13,842 shares 13,842 $4.33M 0.07% +1,499 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: 40,775 shares; 2024Q4: 46,896 shares; 2025Q1: 46,896 shares; 2025Q2: 55,885 shares; 2025Q3: 59,465 shares; 2025Q4: 60,531 shares 60,531 $4.32M 0.07% +1,066 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: 5,734 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 6,199 shares; 2025Q3: 6,331 shares; 2025Q4: 6,414 shares 6,414 $4.32M 0.07% +83 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 65,944 shares; 2025Q1: 65,944 shares; 2025Q2: 64,650 shares; 2025Q3: 64,401 shares; 2025Q4: 74,250 shares 74,250 $4.3M 0.07% +9,849 Timeline RYLD 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: 130 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280,831 shares 280,831 $4.3M 0.07% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 96,100 shares; 2025Q3: 97,288 shares; 2025Q4: 121,777 shares 121,777 $4.29M 0.07% +24,489 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: 11,538 shares; 2024Q4: 25,005 shares; 2025Q1: 25,005 shares; 2025Q2: 22,511 shares; 2025Q3: 23,401 shares; 2025Q4: 23,269 shares 23,269 $4.29M 0.07% -132 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,625 shares; 2024Q4: 92,037 shares; 2025Q1: 92,682 shares; 2025Q2: 90,418 shares; 2025Q3: 58,131 shares; 2025Q4: 68,842 shares 68,842 $4.28M 0.07% +10,711 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: 70,295 shares; 2024Q4: 83,134 shares; 2025Q1: 83,203 shares; 2025Q2: 63,987 shares; 2025Q3: 65,745 shares; 2025Q4: 73,950 shares 73,950 $4.26M 0.07% +8,205 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: 6,096 shares; 2024Q4: 6,873 shares; 2025Q1: 6,883 shares; 2025Q2: 8,927 shares; 2025Q3: 9,297 shares; 2025Q4: 13,348 shares 13,348 $4.25M 0.07% +4,051 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: 56,619 shares; 2024Q4: 61,719 shares; 2025Q1: 61,829 shares; 2025Q2: 72,200 shares; 2025Q3: 73,204 shares; 2025Q4: 79,376 shares 79,376 $4.24M 0.07% +6,172 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,455 shares; 2024Q4: 20,762 shares; 2025Q1: 20,798 shares; 2025Q2: 26,468 shares; 2025Q3: 27,930 shares; 2025Q4: 33,899 shares 33,899 $4.23M 0.07% +5,969 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: 87,523 shares; 2024Q4: 87,112 shares; 2025Q1: 87,112 shares; 2025Q2: 80,978 shares; 2025Q3: 84,255 shares; 2025Q4: 88,202 shares 88,202 $4.22M 0.07% +3,947 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 27,215 shares; 2025Q1: 27,215 shares; 2025Q2: 31,100 shares; 2025Q3: 39,360 shares; 2025Q4: 51,946 shares 51,946 $4.19M 0.06% +12,586 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: 21,946 shares; 2024Q4: 25,857 shares; 2025Q1: 25,857 shares; 2025Q2: 42,153 shares; 2025Q3: 41,618 shares; 2025Q4: 40,476 shares 40,476 $4.19M 0.06% -1,142 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: 19,908 shares; 2024Q4: 17,202 shares; 2025Q1: 17,293 shares; 2025Q2: 13,241 shares; 2025Q3: 14,102 shares; 2025Q4: 14,651 shares 14,651 $4.18M 0.06% +549 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: 26,725 shares; 2024Q4: 31,263 shares; 2025Q1: 31,263 shares; 2025Q2: 44,240 shares; 2025Q3: 84,044 shares; 2025Q4: 117,105 shares 117,105 $4.17M 0.06% +33,061 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,369 shares; 2025Q3: 67,474 shares; 2025Q4: 80,437 shares 80,437 $4.17M 0.06% +12,963 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: 62,328 shares; 2024Q4: 70,963 shares; 2025Q1: 70,963 shares; 2025Q2: 68,419 shares; 2025Q3: 74,097 shares; 2025Q4: 82,147 shares 82,147 $4.16M 0.06% +8,050 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: 6,888 shares; 2024Q4: 7,235 shares; 2025Q1: 7,285 shares; 2025Q2: 4,681 shares; 2025Q3: 5,537 shares; 2025Q4: 6,230 shares 6,230 $4.13M 0.06% +693 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: 5,275 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 8,995 shares; 2025Q3: 12,577 shares; 2025Q4: 15,080 shares 15,080 $4.12M 0.06% +2,503 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: 6,951 shares; 2024Q4: 11,997 shares; 2025Q1: 12,170 shares; 2025Q2: 15,429 shares; 2025Q3: 15,113 shares; 2025Q4: 14,721 shares 14,721 $4.11M 0.06% -392 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 18,501 shares; 2025Q3: 45,895 shares; 2025Q4: 63,218 shares 63,218 $4.1M 0.06% +17,323 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: 24,473 shares; 2024Q4: 25,957 shares; 2025Q1: 25,957 shares; 2025Q2: 28,016 shares; 2025Q3: 29,700 shares; 2025Q4: 31,696 shares 31,696 $4.04M 0.06% +1,996 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: 537 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 34,464 shares; 2025Q3: 27,405 shares; 2025Q4: 34,287 shares 34,287 $4.04M 0.06% +6,882 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,713 shares; 2025Q1: 7,713 shares; 2025Q2: 38,049 shares; 2025Q3: 30,512 shares; 2025Q4: 38,450 shares 38,450 $3.97M 0.06% +7,938 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: 14,825 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 17,179 shares; 2025Q3: 52,173 shares; 2025Q4: 85,778 shares 85,778 $3.95M 0.06% +33,605 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,022 shares; 2024Q4: 105,116 shares; 2025Q1: 105,116 shares; 2025Q2: 73,792 shares; 2025Q3: 73,521 shares; 2025Q4: 73,439 shares 73,439 $3.94M 0.06% -82 Timeline ANGL 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: 134,409 shares; 2024Q4: 113,120 shares; 2025Q1: 119,813 shares; 2025Q2: 152,588 shares; 2025Q3: 131,806 shares; 2025Q4: 132,922 shares 132,922 $3.9M 0.06% +1,116 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,251 shares; 2024Q4: 10,499 shares; 2025Q1: 10,499 shares; 2025Q2: 22,174 shares; 2025Q3: 23,000 shares; 2025Q4: 26,151 shares 26,151 $3.87M 0.06% +3,151 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 15,046 shares; 2025Q1: 15,046 shares; 2025Q2: 14,758 shares; 2025Q3: 15,157 shares; 2025Q4: 13,028 shares 13,028 $3.86M 0.06% -2,129 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: 8,813 shares; 2024Q4: 8,557 shares; 2025Q1: 8,557 shares; 2025Q2: 7,263 shares; 2025Q3: 7,766 shares; 2025Q4: 7,904 shares 7,904 $3.86M 0.06% +138 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 9,096 shares; 2025Q1: 9,107 shares; 2025Q2: 13,433 shares; 2025Q3: 14,472 shares; 2025Q4: 13,992 shares 13,992 $3.85M 0.06% -480 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,863 shares; 2025Q1: 9,863 shares; 2025Q2: 15,018 shares; 2025Q3: 15,670 shares; 2025Q4: 15,944 shares 15,944 $3.85M 0.06% +274 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: 51,921 shares; 2024Q4: 58,152 shares; 2025Q1: 58,173 shares; 2025Q2: 48,758 shares; 2025Q3: 44,929 shares; 2025Q4: 47,661 shares 47,661 $3.83M 0.06% +2,732 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 24,197 shares; 2025Q1: 24,197 shares; 2025Q2: 56,490 shares; 2025Q3: 61,511 shares; 2025Q4: 56,310 shares 56,310 $3.81M 0.06% -5,201 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: 17,412 shares; 2024Q4: 16,271 shares; 2025Q1: 16,280 shares; 2025Q2: 18,268 shares; 2025Q3: 18,318 shares; 2025Q4: 15,344 shares 15,344 $3.79M 0.06% -2,974 Timeline VIOG 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: 26,417 shares; 2024Q4: 29,959 shares; 2025Q1: 30,000 shares; 2025Q2: 32,983 shares; 2025Q3: 29,598 shares; 2025Q4: 31,097 shares 31,097 $3.77M 0.06% +1,499 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: 14,462 shares; 2024Q4: 16,849 shares; 2025Q1: 16,856 shares; 2025Q2: 22,454 shares; 2025Q3: 20,602 shares; 2025Q4: 21,710 shares 21,710 $3.77M 0.06% +1,108 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,888 shares; 2024Q4: 331,274 shares; 2025Q1: 334,789 shares; 2025Q2: 73,042 shares; 2025Q3: 79,407 shares; 2025Q4: 82,762 shares 82,762 $3.76M 0.06% +3,355 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: 6,212 shares; 2024Q4: 9,023 shares; 2025Q1: 9,048 shares; 2025Q2: 13,019 shares; 2025Q3: 13,121 shares; 2025Q4: 14,635 shares 14,635 $3.7M 0.06% +1,514 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: 2,793 shares; 2024Q4: 5,531 shares; 2025Q1: 7,039 shares; 2025Q2: 54,181 shares; 2025Q3: 62,462 shares; 2025Q4: 72,303 shares 72,303 $3.62M 0.06% +9,841 Timeline SPLB 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: 62,986 shares; 2024Q4: 80,751 shares; 2025Q1: 99,586 shares; 2025Q2: 141,937 shares; 2025Q3: 145,599 shares; 2025Q4: 159,929 shares 159,929 $3.61M 0.06% +14,330 Timeline IHDG 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: 59,254 shares; 2024Q4: 63,228 shares; 2025Q1: 63,274 shares; 2025Q2: 67,859 shares; 2025Q3: 71,114 shares; 2025Q4: 72,607 shares 72,607 $3.53M 0.05% +1,493 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 12,022 shares; 2025Q1: 12,078 shares; 2025Q2: 18,882 shares; 2025Q3: 20,749 shares; 2025Q4: 21,964 shares 21,964 $3.52M 0.05% +1,215 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: 16,865 shares; 2024Q4: 18,036 shares; 2025Q1: 18,592 shares; 2025Q2: 20,786 shares; 2025Q3: 21,941 shares; 2025Q4: 22,741 shares 22,741 $3.51M 0.05% +800 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: 15,494 shares; 2024Q4: 17,186 shares; 2025Q1: 18,357 shares; 2025Q2: 21,687 shares; 2025Q3: 14,192 shares; 2025Q4: 15,381 shares 15,381 $3.5M 0.05% +1,189 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: 25,715 shares; 2024Q4: 23,788 shares; 2025Q1: 103,004 shares; 2025Q2: 21,939 shares; 2025Q3: 22,595 shares; 2025Q4: 24,270 shares 24,270 $3.48M 0.05% +1,675 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: not reported; 2025Q2: 11,960 shares; 2025Q3: 75,925 shares; 2025Q4: 89,743 shares 89,743 $3.46M 0.05% +13,818 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: 11,923 shares; 2024Q4: 7,695 shares; 2025Q1: 7,695 shares; 2025Q2: 9,463 shares; 2025Q3: 15,814 shares; 2025Q4: 80,715 shares 80,715 $3.45M 0.05% +64,901 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 6,007 shares; 2025Q1: 6,007 shares; 2025Q2: 8,228 shares; 2025Q3: 17,294 shares; 2025Q4: 18,880 shares 18,880 $3.44M 0.05% +1,586 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 9,599 shares; 2025Q1: 9,602 shares; 2025Q2: 13,415 shares; 2025Q3: 14,168 shares; 2025Q4: 14,841 shares 14,841 $3.38M 0.05% +673 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,012 shares; 2024Q4: 62,103 shares; 2025Q1: 62,103 shares; 2025Q2: 62,955 shares; 2025Q3: 62,981 shares; 2025Q4: 71,603 shares 71,603 $3.37M 0.05% +8,622 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: 8,989 shares; 2024Q4: 9,036 shares; 2025Q1: 9,036 shares; 2025Q2: 13,392 shares; 2025Q3: 16,781 shares; 2025Q4: 20,995 shares 20,995 $3.34M 0.05% +4,214 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: 22,933 shares; 2024Q4: 23,622 shares; 2025Q1: 23,622 shares; 2025Q2: 25,623 shares; 2025Q3: 28,931 shares; 2025Q4: 31,630 shares 31,630 $3.34M 0.05% +2,699 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,980 shares; 2025Q1: 7,012 shares; 2025Q2: 11,104 shares; 2025Q3: 13,119 shares; 2025Q4: 15,507 shares 15,507 $3.32M 0.05% +2,388 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,164 shares; 2024Q4: 87,879 shares; 2025Q1: 87,879 shares; 2025Q2: 107,961 shares; 2025Q3: 107,563 shares; 2025Q4: 107,563 shares 107,563 $3.32M 0.05% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,217 shares; 2024Q4: 24,714 shares; 2025Q1: 24,714 shares; 2025Q2: 33,897 shares; 2025Q3: 35,111 shares; 2025Q4: 35,769 shares 35,769 $3.27M 0.05% +658 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: 29,547 shares; 2024Q4: 30,686 shares; 2025Q1: 30,686 shares; 2025Q2: 38,157 shares; 2025Q3: 40,032 shares; 2025Q4: 39,361 shares 39,361 $3.26M 0.05% -671 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 8,615 shares; 2025Q3: 10,323 shares; 2025Q4: 10,100 shares 10,100 $3.18M 0.05% -223 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: 27,022 shares; 2024Q4: 27,881 shares; 2025Q1: 28,005 shares; 2025Q2: 31,867 shares; 2025Q3: 34,937 shares; 2025Q4: 39,893 shares 39,893 $3.17M 0.05% +4,956 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: 34,054 shares; 2024Q4: 40,722 shares; 2025Q1: 40,888 shares; 2025Q2: 91,607 shares; 2025Q3: 80,204 shares; 2025Q4: 85,669 shares 85,669 $3.16M 0.05% +5,465 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: 2,610 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 3,037 shares; 2025Q3: 3,526 shares; 2025Q4: 20,424 shares 20,424 $3.13M 0.05% +16,898 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: 35,353 shares; 2024Q4: 37,671 shares; 2025Q1: 38,140 shares; 2025Q2: 49,163 shares; 2025Q3: 50,487 shares; 2025Q4: 48,487 shares 48,487 $3.12M 0.05% -2,000 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: 3,641 shares; 2024Q4: 12,850 shares; 2025Q1: 12,848 shares; 2025Q2: 76,497 shares; 2025Q3: 18,251 shares; 2025Q4: 12,460 shares 12,460 $3.12M 0.05% -5,791 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: 83,080 shares; 2024Q4: 84,689 shares; 2025Q1: 84,981 shares; 2025Q2: 107,082 shares; 2025Q3: 115,346 shares; 2025Q4: 124,862 shares 124,862 $3.11M 0.05% +9,516 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 11,317 shares; 2025Q1: 11,317 shares; 2025Q2: 12,847 shares; 2025Q3: 13,995 shares; 2025Q4: 12,005 shares 12,005 $3.11M 0.05% -1,990 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: 2,396 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 5,219 shares; 2025Q3: 5,216 shares; 2025Q4: 6,072 shares 6,072 $3.1M 0.05% +856 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: 25,110 shares; 2024Q4: 28,301 shares; 2025Q1: 28,301 shares; 2025Q2: 31,903 shares; 2025Q3: 25,602 shares; 2025Q4: 26,458 shares 26,458 $3.07M 0.05% +856 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: 37,596 shares; 2024Q4: 44,800 shares; 2025Q1: 44,933 shares; 2025Q2: 44,382 shares; 2025Q3: 45,549 shares; 2025Q4: 56,927 shares 56,927 $3.07M 0.05% +11,378 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: 45,041 shares; 2024Q4: 31,866 shares; 2025Q1: 31,866 shares; 2025Q2: 33,526 shares; 2025Q3: 34,469 shares; 2025Q4: 51,068 shares 51,068 $3.07M 0.05% +16,599 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: 9,936 shares; 2024Q4: 14,404 shares; 2025Q1: 14,438 shares; 2025Q2: 19,240 shares; 2025Q3: 20,334 shares; 2025Q4: 24,949 shares 24,949 $3.06M 0.05% +4,615 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,860 shares; 2024Q4: 240,915 shares; 2025Q1: 240,915 shares; 2025Q2: 492,791 shares; 2025Q3: 198,768 shares; 2025Q4: 25,653 shares 25,653 $3.06M 0.05% -173,115 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: 35,640 shares; 2024Q4: 35,724 shares; 2025Q1: 35,724 shares; 2025Q2: 39,345 shares; 2025Q3: 66,837 shares; 2025Q4: 68,529 shares 68,529 $3.04M 0.05% +1,692 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: 4,940 shares; 2024Q4: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 8,795 shares; 2025Q3: 12,061 shares; 2025Q4: 13,608 shares 13,608 $2.99M 0.05% +1,547 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: 6,071 shares; 2024Q4: 6,988 shares; 2025Q1: 6,988 shares; 2025Q2: 7,452 shares; 2025Q3: 7,820 shares; 2025Q4: 8,601 shares 8,601 $2.96M 0.05% +781 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: 14,400 shares; 2024Q4: 16,260 shares; 2025Q1: 16,260 shares; 2025Q2: 28,394 shares; 2025Q3: 30,736 shares; 2025Q4: 28,067 shares 28,067 $2.95M 0.05% -2,669 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: 3,287 shares; 2024Q4: 29,204 shares; 2025Q1: 29,204 shares; 2025Q2: 35,932 shares; 2025Q3: 48,792 shares; 2025Q4: 55,740 shares 55,740 $2.94M 0.05% +6,948 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: 5,300 shares; 2024Q4: 7,751 shares; 2025Q1: 7,751 shares; 2025Q2: 10,101 shares; 2025Q3: 10,427 shares; 2025Q4: 10,521 shares 10,521 $2.94M 0.05% +94 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: 3,641 shares; 2024Q4: 5,138 shares; 2025Q1: 5,140 shares; 2025Q2: 6,412 shares; 2025Q3: 7,617 shares; 2025Q4: 8,288 shares 8,288 $2.93M 0.05% +671 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,016 shares; 2024Q4: 44,057 shares; 2025Q1: 44,057 shares; 2025Q2: 38,579 shares; 2025Q3: 41,521 shares; 2025Q4: 43,622 shares 43,622 $2.92M 0.05% +2,101 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: 5,885 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 10,206 shares; 2025Q3: 10,743 shares; 2025Q4: 11,333 shares 11,333 $2.92M 0.04% +590 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,459 shares; 2024Q4: 168,781 shares; 2025Q1: 168,781 shares; 2025Q2: 175,551 shares; 2025Q3: 194,142 shares; 2025Q4: 47,945 shares 47,945 $2.9M 0.04% -146,197 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: 10,796 shares; 2024Q4: 13,399 shares; 2025Q1: 15,493 shares; 2025Q2: 14,293 shares; 2025Q3: 18,014 shares; 2025Q4: 18,023 shares 18,023 $2.9M 0.04% +9 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,868 shares; 2024Q4: 22,110 shares; 2025Q1: 22,760 shares; 2025Q2: 36,496 shares; 2025Q3: 65,203 shares; 2025Q4: 70,126 shares 70,126 $2.9M 0.04% +4,923 Timeline SKYY 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: 4,631 shares; 2024Q4: 8,926 shares; 2025Q1: 9,066 shares; 2025Q2: 20,624 shares; 2025Q3: 20,996 shares; 2025Q4: 22,166 shares 22,166 $2.88M 0.04% +1,170 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,751 shares; 2024Q4: 62,751 shares; 2025Q1: 62,751 shares; 2025Q2: 97,313 shares; 2025Q3: 96,951 shares; 2025Q4: 96,951 shares 96,951 $2.88M 0.04% 0 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,884 shares; 2024Q4: 70,108 shares; 2025Q1: 70,108 shares; 2025Q2: 69,298 shares; 2025Q3: 91,525 shares; 2025Q4: 90,668 shares 90,668 $2.87M 0.04% -857 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: 4,299 shares; 2024Q4: 5,463 shares; 2025Q1: 5,463 shares; 2025Q2: 6,600 shares; 2025Q3: 6,837 shares; 2025Q4: 6,319 shares 6,319 $2.86M 0.04% -518 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: 6,244 shares; 2024Q4: 7,584 shares; 2025Q1: 7,584 shares; 2025Q2: 7,317 shares; 2025Q3: 8,103 shares; 2025Q4: 8,111 shares 8,111 $2.85M 0.04% +8 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 9,463 shares; 2025Q3: 90,727 shares; 2025Q4: 114,943 shares 114,943 $2.85M 0.04% +24,216 Timeline TUA 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: 78,480 shares; 2024Q4: 27,135 shares; 2025Q1: 27,135 shares; 2025Q2: 84,934 shares; 2025Q3: 103,622 shares; 2025Q4: 129,655 shares 129,655 $2.84M 0.04% +26,033 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: 5,933 shares; 2024Q4: 8,166 shares; 2025Q1: 8,203 shares; 2025Q2: 7,608 shares; 2025Q3: 7,719 shares; 2025Q4: 8,381 shares 8,381 $2.82M 0.04% +662 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,309 shares; 2024Q4: 43,034 shares; 2025Q1: 43,034 shares; 2025Q2: 57,360 shares; 2025Q3: 62,057 shares; 2025Q4: 76,804 shares 76,804 $2.81M 0.04% +14,747 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,037 shares; 2024Q4: 80,454 shares; 2025Q1: 80,454 shares; 2025Q2: 105,886 shares; 2025Q3: 105,880 shares; 2025Q4: 120,508 shares 120,508 $2.81M 0.04% +14,628 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: 8,472 shares; 2024Q4: 11,856 shares; 2025Q1: 11,895 shares; 2025Q2: 12,474 shares; 2025Q3: 13,658 shares; 2025Q4: 12,894 shares 12,894 $2.8M 0.04% -764 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: 12,500 shares; 2024Q4: 16,240 shares; 2025Q1: 16,283 shares; 2025Q2: 18,519 shares; 2025Q3: 18,716 shares; 2025Q4: 14,324 shares 14,324 $2.79M 0.04% -4,392 Timeline JUST 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: 20,633 shares; 2024Q4: 22,662 shares; 2025Q1: 22,662 shares; 2025Q2: 26,120 shares; 2025Q3: 26,499 shares; 2025Q4: 28,875 shares 28,875 $2.79M 0.04% +2,376 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 127,414 shares; 2025Q1: 127,414 shares; 2025Q2: 124,690 shares; 2025Q3: 123,814 shares; 2025Q4: 63,504 shares 63,504 $2.79M 0.04% -60,310 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 9,643 shares; 2025Q1: 9,643 shares; 2025Q2: 11,016 shares; 2025Q3: 23,378 shares; 2025Q4: 25,432 shares 25,432 $2.79M 0.04% +2,054 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: 28,359 shares; 2024Q4: 32,693 shares; 2025Q1: 32,693 shares; 2025Q2: 27,118 shares; 2025Q3: 28,689 shares; 2025Q4: 34,286 shares 34,286 $2.79M 0.04% +5,597 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: 30,657 shares; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 29,092 shares; 2025Q3: 29,130 shares; 2025Q4: 29,736 shares 29,736 $2.78M 0.04% +606 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,217 shares; 2024Q4: 20,600 shares; 2025Q1: 20,655 shares; 2025Q2: 30,724 shares; 2025Q3: 16,458 shares; 2025Q4: 36,902 shares 36,902 $2.74M 0.04% +20,444 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: 12,374 shares; 2024Q4: 12,405 shares; 2025Q1: 12,405 shares; 2025Q2: 11,440 shares; 2025Q3: 12,386 shares; 2025Q4: 12,929 shares 12,929 $2.74M 0.04% +543 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: 4,429 shares; 2024Q4: 4,750 shares; 2025Q1: 4,935 shares; 2025Q2: 10,264 shares; 2025Q3: 10,843 shares; 2025Q4: 14,641 shares 14,641 $2.72M 0.04% +3,798 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: 9,994 shares; 2024Q4: 12,175 shares; 2025Q1: 12,175 shares; 2025Q2: 14,232 shares; 2025Q3: 14,634 shares; 2025Q4: 13,318 shares 13,318 $2.7M 0.04% -1,316 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: 2,867 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 4,371 shares; 2025Q3: 4,214 shares; 2025Q4: 4,413 shares 4,413 $2.7M 0.04% +199 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 14,672 shares; 2025Q3: 11,919 shares; 2025Q4: 9,122 shares 9,122 $2.7M 0.04% -2,797 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: 41,182 shares 41,182 $2.69M 0.04% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,507 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 24,658 shares; 2025Q3: 23,013 shares; 2025Q4: 26,354 shares 26,354 $2.69M 0.04% +3,341 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 11,337 shares; 2025Q1: 11,337 shares; 2025Q2: 11,806 shares; 2025Q3: 54,469 shares; 2025Q4: 42,235 shares 42,235 $2.68M 0.04% -12,234 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,379 shares; 2024Q4: 24,544 shares; 2025Q1: 24,549 shares; 2025Q2: 20,319 shares; 2025Q3: 20,819 shares; 2025Q4: 24,288 shares 24,288 $2.68M 0.04% +3,469 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,824 shares; 2024Q4: 39,379 shares; 2025Q1: 41,596 shares; 2025Q2: 54,903 shares; 2025Q3: 55,633 shares; 2025Q4: 52,890 shares 52,890 $2.68M 0.04% -2,743 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: 7,721 shares; 2024Q4: 8,783 shares; 2025Q1: 8,825 shares; 2025Q2: 9,787 shares; 2025Q3: 10,124 shares; 2025Q4: 10,944 shares 10,944 $2.66M 0.04% +820 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 10,930 shares; 2025Q1: 10,930 shares; 2025Q2: 11,445 shares; 2025Q3: 13,243 shares; 2025Q4: 11,890 shares 11,890 $2.65M 0.04% -1,353 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 6,345 shares; 2025Q1: 6,345 shares; 2025Q2: 26,677 shares; 2025Q3: 27,342 shares; 2025Q4: 28,185 shares 28,185 $2.65M 0.04% +843 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: 26,979 shares; 2024Q4: 35,235 shares; 2025Q1: 35,235 shares; 2025Q2: 18,794 shares; 2025Q3: 26,954 shares; 2025Q4: 28,843 shares 28,843 $2.64M 0.04% +1,889 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,439 shares; 2025Q4: 90,860 shares 90,860 $2.62M 0.04% +19,421 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: 41,075 shares; 2024Q4: 42,247 shares; 2025Q1: 42,255 shares; 2025Q2: 23,700 shares; 2025Q3: 25,107 shares; 2025Q4: 26,360 shares 26,360 $2.61M 0.04% +1,253 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: 24,359 shares; 2024Q4: 27,163 shares; 2025Q1: 28,222 shares; 2025Q2: 32,716 shares; 2025Q3: 34,296 shares; 2025Q4: 33,542 shares 33,542 $2.6M 0.04% -754 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: 3,091 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 8,962 shares; 2025Q3: 9,142 shares; 2025Q4: 11,430 shares 11,430 $2.6M 0.04% +2,288 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: 5,779 shares; 2024Q4: 14,169 shares; 2025Q1: 14,169 shares; 2025Q2: 38,914 shares; 2025Q3: 27,030 shares; 2025Q4: 85,944 shares 85,944 $2.6M 0.04% +58,914 Timeline FSTA 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: 40,862 shares; 2024Q4: 42,466 shares; 2025Q1: 42,466 shares; 2025Q2: 36,125 shares; 2025Q3: 33,296 shares; 2025Q4: 52,598 shares 52,598 $2.59M 0.04% +19,302 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: 4,884 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 6,614 shares; 2025Q3: 6,386 shares; 2025Q4: 6,633 shares 6,633 $2.58M 0.04% +247 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,843 shares; 2025Q1: 4,843 shares; 2025Q2: 5,417 shares; 2025Q3: 5,218 shares; 2025Q4: 5,260 shares 5,260 $2.58M 0.04% +42 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,936 shares; 2025Q1: 11,036 shares; 2025Q2: 11,559 shares; 2025Q3: 10,986 shares; 2025Q4: 10,643 shares 10,643 $2.57M 0.04% -343 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,448 shares; 2024Q4: 14,318 shares; 2025Q1: 14,644 shares; 2025Q2: 19,881 shares; 2025Q3: 26,796 shares; 2025Q4: 33,833 shares 33,833 $2.55M 0.04% +7,037 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,869 shares; 2024Q4: 15,717 shares; 2025Q1: 15,717 shares; 2025Q2: 6,069 shares; 2025Q3: 8,305 shares; 2025Q4: 10,357 shares 10,357 $2.55M 0.04% +2,052 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,700 shares; 2024Q4: 74,360 shares; 2025Q1: 74,430 shares; 2025Q2: 75,047 shares; 2025Q3: 73,680 shares; 2025Q4: 65,892 shares 65,892 $2.55M 0.04% -7,788 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: 8,527 shares; 2024Q4: 10,758 shares; 2025Q1: 10,758 shares; 2025Q2: 17,787 shares; 2025Q3: 23,351 shares; 2025Q4: 26,686 shares 26,686 $2.54M 0.04% +3,335 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 9,387 shares; 2025Q3: 9,173 shares; 2025Q4: 9,381 shares 9,381 $2.54M 0.04% +208 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 9,810 shares; 2025Q1: 9,810 shares; 2025Q2: 9,908 shares; 2025Q3: 10,289 shares; 2025Q4: 10,043 shares 10,043 $2.54M 0.04% -246 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 90,924 shares; 2025Q1: 90,924 shares; 2025Q2: 111,756 shares; 2025Q3: 85,238 shares; 2025Q4: 55,637 shares 55,637 $2.53M 0.04% -29,601 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,064 shares; 2024Q4: 101,188 shares; 2025Q1: 101,188 shares; 2025Q2: 93,940 shares; 2025Q3: 125,228 shares; 2025Q4: 136,433 shares 136,433 $2.53M 0.04% +11,205 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: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 5,568 shares; 2025Q3: 27,206 shares; 2025Q4: 30,017 shares 30,017 $2.53M 0.04% +2,811 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 56,902 shares; 2025Q3: 59,217 shares; 2025Q4: 59,693 shares 59,693 $2.51M 0.04% +476 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: 9,332 shares; 2024Q4: 10,034 shares; 2025Q1: 10,034 shares; 2025Q2: 11,008 shares; 2025Q3: 10,959 shares; 2025Q4: 9,566 shares 9,566 $2.51M 0.04% -1,393 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 5,306 shares; 2025Q1: 5,326 shares; 2025Q2: 8,714 shares; 2025Q3: 9,959 shares; 2025Q4: 11,425 shares 11,425 $2.51M 0.04% +1,466 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 16,259 shares; 2025Q3: 39,548 shares; 2025Q4: 53,241 shares 53,241 $2.49M 0.04% +13,693 Timeline PRN 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: 11,749 shares; 2025Q3: 11,950 shares; 2025Q4: 14,224 shares 14,224 $2.48M 0.04% +2,274 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: 11,510 shares; 2024Q4: 12,329 shares; 2025Q1: 12,329 shares; 2025Q2: 12,740 shares; 2025Q3: 30,440 shares; 2025Q4: 28,815 shares 28,815 $2.47M 0.04% -1,625 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,847 shares; 2024Q4: 28,451 shares; 2025Q1: 29,623 shares; 2025Q2: 30,804 shares; 2025Q3: 30,407 shares; 2025Q4: 30,842 shares 30,842 $2.46M 0.04% +435 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,693 shares; 2024Q4: 62,081 shares; 2025Q1: 62,081 shares; 2025Q2: 63,235 shares; 2025Q3: 62,934 shares; 2025Q4: 62,934 shares 62,934 $2.46M 0.04% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 803 shares; 2025Q3: 4,958 shares; 2025Q4: 15,987 shares 15,987 $2.45M 0.04% +11,029 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: 5,729 shares; 2024Q4: 9,836 shares; 2025Q1: 9,836 shares; 2025Q2: 12,905 shares; 2025Q3: 13,455 shares; 2025Q4: 12,992 shares 12,992 $2.44M 0.04% -463 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: 5,461 shares; 2024Q4: 5,424 shares; 2025Q1: 5,443 shares; 2025Q2: 5,475 shares; 2025Q3: 5,137 shares; 2025Q4: 5,159 shares 5,159 $2.44M 0.04% +22 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: 15,579 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 15,077 shares; 2025Q3: 19,457 shares; 2025Q4: 54,891 shares 54,891 $2.44M 0.04% +35,434 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,486 shares; 2024Q4: 31,066 shares; 2025Q1: 31,066 shares; 2025Q2: 44,569 shares; 2025Q3: 47,502 shares; 2025Q4: 59,032 shares 59,032 $2.44M 0.04% +11,530 Timeline VWOB 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: 50,221 shares; 2024Q4: 50,685 shares; 2025Q1: 51,256 shares; 2025Q2: 44,656 shares; 2025Q3: 33,737 shares; 2025Q4: 35,812 shares 35,812 $2.41M 0.04% +2,075 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 13,308 shares; 2025Q1: 13,376 shares; 2025Q2: 11,174 shares; 2025Q3: 12,851 shares; 2025Q4: 14,884 shares 14,884 $2.39M 0.04% +2,033 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: 48,858 shares; 2024Q4: 51,899 shares; 2025Q1: 51,993 shares; 2025Q2: 41,780 shares; 2025Q3: 47,193 shares; 2025Q4: 48,509 shares 48,509 $2.39M 0.04% +1,316 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,581 shares; 2024Q4: 82,966 shares; 2025Q1: 82,966 shares; 2025Q2: 82,304 shares; 2025Q3: 87,807 shares; 2025Q4: 94,453 shares 94,453 $2.37M 0.04% +6,646 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: 6,909 shares; 2024Q4: 7,552 shares; 2025Q1: 7,552 shares; 2025Q2: 8,456 shares; 2025Q3: 8,144 shares; 2025Q4: 8,191 shares 8,191 $2.37M 0.04% +47 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,833 shares; 2025Q1: 69,833 shares; 2025Q2: 68,245 shares; 2025Q3: 67,970 shares; 2025Q4: 67,305 shares 67,305 $2.35M 0.04% -665 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: 32,417 shares; 2024Q4: 27,710 shares; 2025Q1: 27,753 shares; 2025Q2: 25,208 shares; 2025Q3: 24,543 shares; 2025Q4: 52,431 shares 52,431 $2.34M 0.04% +27,888 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: 10,700 shares; 2024Q4: 11,215 shares; 2025Q1: 11,218 shares; 2025Q2: 12,408 shares; 2025Q3: 14,017 shares; 2025Q4: 16,246 shares 16,246 $2.34M 0.04% +2,229 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,136 shares; 2024Q4: 156,641 shares; 2025Q1: 156,641 shares; 2025Q2: 175,601 shares; 2025Q3: 182,483 shares; 2025Q4: 179,735 shares 179,735 $2.32M 0.04% -2,748 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 4,361 shares; 2025Q3: 4,737 shares; 2025Q4: 9,198 shares 9,198 $2.31M 0.04% +4,461 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,670 shares; 2024Q4: 12,957 shares; 2025Q1: 12,957 shares; 2025Q2: 13,450 shares; 2025Q3: 13,504 shares; 2025Q4: 36,876 shares 36,876 $2.3M 0.04% +23,372 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,658 shares; 2025Q1: 2,660 shares; 2025Q2: 2,795 shares; 2025Q3: 2,783 shares; 2025Q4: 2,778 shares 2,778 $2.25M 0.03% -5 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,223 shares; 2024Q4: 35,599 shares; 2025Q1: 35,599 shares; 2025Q2: 47,599 shares; 2025Q3: 47,868 shares; 2025Q4: 76,018 shares 76,018 $2.24M 0.03% +28,150 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,491 shares; 2024Q4: 38,543 shares; 2025Q1: 39,186 shares; 2025Q2: 41,690 shares; 2025Q3: 41,869 shares; 2025Q4: 43,019 shares 43,019 $2.22M 0.03% +1,150 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: 1,467 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 2,968 shares; 2025Q3: 2,650 shares; 2025Q4: 3,396 shares 3,396 $2.22M 0.03% +746 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 25,508 shares; 2025Q3: 26,660 shares; 2025Q4: 29,561 shares 29,561 $2.21M 0.03% +2,901 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,663 shares; 2024Q4: 24,807 shares; 2025Q1: 24,867 shares; 2025Q2: 25,318 shares; 2025Q3: 30,836 shares; 2025Q4: 46,344 shares 46,344 $2.21M 0.03% +15,508 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: 3,948 shares; 2024Q4: 4,329 shares; 2025Q1: 4,379 shares; 2025Q2: 5,349 shares; 2025Q3: 4,809 shares; 2025Q4: 4,752 shares 4,752 $2.21M 0.03% -57 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: 45,042 shares; 2024Q4: 42,036 shares; 2025Q1: 42,036 shares; 2025Q2: 28,974 shares; 2025Q3: 27,529 shares; 2025Q4: 23,799 shares 23,799 $2.2M 0.03% -3,730 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: 1,523 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 5,547 shares; 2025Q3: 6,071 shares; 2025Q4: 5,743 shares 5,743 $2.2M 0.03% -328 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 21,237 shares; 2025Q1: 21,237 shares; 2025Q2: 31,340 shares; 2025Q3: 31,894 shares; 2025Q4: 33,336 shares 33,336 $2.2M 0.03% +1,442 Timeline QTEC 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: 8,757 shares; 2024Q4: 9,461 shares; 2025Q1: 9,521 shares; 2025Q2: 9,153 shares; 2025Q3: 9,582 shares; 2025Q4: 9,551 shares 9,551 $2.2M 0.03% -31 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,801 shares; 2025Q1: 7,886 shares; 2025Q2: 11,973 shares; 2025Q3: 12,310 shares; 2025Q4: 12,525 shares 12,525 $2.2M 0.03% +215 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,886 shares; 2024Q4: 132,765 shares; 2025Q1: 132,765 shares; 2025Q2: 145,460 shares; 2025Q3: 153,560 shares; 2025Q4: 169,603 shares 169,603 $2.18M 0.03% +16,043 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: 1,179 shares; 2024Q4: 2,313 shares; 2025Q1: 2,314 shares; 2025Q2: 3,807 shares; 2025Q3: 3,852 shares; 2025Q4: 3,828 shares 3,828 $2.18M 0.03% -24 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,580 shares; 2024Q4: 49,379 shares; 2025Q1: 49,379 shares; 2025Q2: 49,325 shares; 2025Q3: 52,165 shares; 2025Q4: 75,684 shares 75,684 $2.18M 0.03% +23,519 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 19,501 shares; 2025Q1: 19,501 shares; 2025Q2: 21,127 shares; 2025Q3: 20,547 shares; 2025Q4: 20,437 shares 20,437 $2.18M 0.03% -110 Timeline FTHI 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: 89,935 shares; 2024Q4: 90,888 shares; 2025Q1: 90,888 shares; 2025Q2: 98,980 shares; 2025Q3: 93,504 shares; 2025Q4: 92,179 shares 92,179 $2.18M 0.03% -1,325 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 29,848 shares; 2025Q1: 29,894 shares; 2025Q2: 32,511 shares; 2025Q3: 35,554 shares; 2025Q4: 36,480 shares 36,480 $2.18M 0.03% +926 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: 3,508 shares; 2024Q4: 5,289 shares; 2025Q1: 5,292 shares; 2025Q2: 6,008 shares; 2025Q3: 6,271 shares; 2025Q4: 6,394 shares 6,394 $2.17M 0.03% +123 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,525 shares; 2024Q4: 47,151 shares; 2025Q1: 47,155 shares; 2025Q2: 65,229 shares; 2025Q3: 41,573 shares; 2025Q4: 44,290 shares 44,290 $2.17M 0.03% +2,717 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,901 shares; 2024Q4: 212,931 shares; 2025Q1: 212,931 shares; 2025Q2: 172,147 shares; 2025Q3: 162,721 shares; 2025Q4: 158,067 shares 158,067 $2.17M 0.03% -4,654 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,993 shares; 2024Q4: 171,480 shares; 2025Q1: 171,943 shares; 2025Q2: 179,153 shares; 2025Q3: 235,825 shares; 2025Q4: 89,200 shares 89,200 $2.17M 0.03% -146,625 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: 12,879 shares; 2024Q4: 13,338 shares; 2025Q1: 13,338 shares; 2025Q2: 16,882 shares; 2025Q3: 17,551 shares; 2025Q4: 19,272 shares 19,272 $2.16M 0.03% +1,721 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: 23,267 shares; 2024Q4: 24,544 shares; 2025Q1: 24,619 shares; 2025Q2: 21,741 shares; 2025Q3: 22,869 shares; 2025Q4: 24,786 shares 24,786 $2.16M 0.03% +1,917 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,198 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 104,519 shares; 2025Q3: 135,388 shares; 2025Q4: 182,449 shares 182,449 $2.14M 0.03% +47,061 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,307 shares; 2024Q4: 94,937 shares; 2025Q1: 95,000 shares; 2025Q2: 91,552 shares; 2025Q3: 83,057 shares; 2025Q4: 79,349 shares 79,349 $2.14M 0.03% -3,708 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: 33,433 shares; 2024Q4: 41,667 shares; 2025Q1: 41,667 shares; 2025Q2: 29,457 shares; 2025Q3: 20,998 shares; 2025Q4: 21,192 shares 21,192 $2.13M 0.03% +194 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 11,994 shares; 2025Q3: 41,306 shares; 2025Q4: 68,387 shares 68,387 $2.11M 0.03% +27,081 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 33,685 shares; 2025Q3: 97,242 shares; 2025Q4: 71,114 shares 71,114 $2.11M 0.03% -26,128 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: 1,945 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 19,747 shares; 2025Q3: 21,213 shares; 2025Q4: 20,663 shares 20,663 $2.11M 0.03% -550 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: 1,937 shares; 2024Q4: 5,750 shares; 2025Q1: 5,770 shares; 2025Q2: 8,517 shares; 2025Q3: 10,360 shares; 2025Q4: 21,100 shares 21,100 $2.11M 0.03% +10,740 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: 9,061 shares; 2024Q4: 26,730 shares; 2025Q1: 26,730 shares; 2025Q2: 39,624 shares; 2025Q3: 38,424 shares; 2025Q4: 37,184 shares 37,184 $2.11M 0.03% -1,240 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 10,170 shares; 2025Q1: 10,170 shares; 2025Q2: 11,255 shares; 2025Q3: 25,934 shares; 2025Q4: 26,498 shares 26,498 $2.09M 0.03% +564 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 5,754 shares; 2025Q3: 20,863 shares; 2025Q4: 16,810 shares 16,810 $2.09M 0.03% -4,053 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: not reported; 2025Q2: 8,743 shares; 2025Q3: 33,832 shares; 2025Q4: 31,346 shares 31,346 $2.08M 0.03% -2,486 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,957 shares; 2024Q4: 150,186 shares; 2025Q1: 150,186 shares; 2025Q2: 167,480 shares; 2025Q3: 176,150 shares; 2025Q4: 179,874 shares 179,874 $2.07M 0.03% +3,724 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: 25,730 shares; 2024Q4: 21,944 shares; 2025Q1: 22,696 shares; 2025Q2: 23,139 shares; 2025Q3: 21,981 shares; 2025Q4: 21,539 shares 21,539 $2.07M 0.03% -442 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,467 shares; 2024Q4: 165,714 shares; 2025Q1: 165,714 shares; 2025Q2: 182,592 shares; 2025Q3: 183,706 shares; 2025Q4: 175,883 shares 175,883 $2.06M 0.03% -7,823 Timeline XRMI 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: 89,155 shares; 2024Q4: 95,432 shares; 2025Q1: 95,432 shares; 2025Q2: 103,890 shares; 2025Q3: 110,836 shares; 2025Q4: 114,459 shares 114,459 $2.05M 0.03% +3,623 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 28,856 shares; 2025Q1: 29,679 shares; 2025Q2: 25,602 shares; 2025Q3: 22,399 shares; 2025Q4: 22,754 shares 22,754 $2.03M 0.03% +355 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 10,941 shares; 2025Q1: 10,941 shares; 2025Q2: 10,764 shares; 2025Q3: 11,091 shares; 2025Q4: 26,812 shares 26,812 $2.03M 0.03% +15,721 Timeline PZA 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: 52,073 shares; 2024Q4: 87,879 shares; 2025Q1: 87,879 shares; 2025Q2: 68,575 shares; 2025Q3: 88,154 shares; 2025Q4: 87,296 shares 87,296 $2.02M 0.03% -858 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: 16,673 shares; 2024Q4: 22,531 shares; 2025Q1: 22,531 shares; 2025Q2: 31,658 shares; 2025Q3: 32,520 shares; 2025Q4: 34,486 shares 34,486 $2.01M 0.03% +1,966 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 5,772 shares; 2025Q3: 5,896 shares; 2025Q4: 30,325 shares 30,325 $2.01M 0.03% +24,429 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,511 shares; 2024Q4: 43,946 shares; 2025Q1: 43,946 shares; 2025Q2: 53,075 shares; 2025Q3: 65,409 shares; 2025Q4: 71,072 shares 71,072 $2.01M 0.03% +5,663 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,346 shares; 2025Q4: 79,106 shares 79,106 $2.01M 0.03% +69,760 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,467 shares; 2024Q4: 176,395 shares; 2025Q1: 176,395 shares; 2025Q2: 179,121 shares; 2025Q3: 180,533 shares; 2025Q4: 175,618 shares 175,618 $2M 0.03% -4,915 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,190 shares; 2024Q4: 16,734 shares; 2025Q1: 16,823 shares; 2025Q2: 14,820 shares; 2025Q3: 14,693 shares; 2025Q4: 13,646 shares 13,646 $2M 0.03% -1,047 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: 14,879 shares; 2024Q4: 11,090 shares; 2025Q1: 11,126 shares; 2025Q2: 10,148 shares; 2025Q3: 10,422 shares; 2025Q4: 11,349 shares 11,349 $1.99M 0.03% +927 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 15,055 shares; 2025Q3: 17,417 shares; 2025Q4: 21,034 shares 21,034 $1.98M 0.03% +3,617 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 11,715 shares; 2025Q1: 11,924 shares; 2025Q2: 17,713 shares; 2025Q3: 18,966 shares; 2025Q4: 19,469 shares 19,469 $1.96M 0.03% +503 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 6,142 shares; 2025Q1: 6,142 shares; 2025Q2: 7,035 shares; 2025Q3: 7,960 shares; 2025Q4: 12,049 shares 12,049 $1.96M 0.03% +4,089 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 1,936 shares; 2025Q3: 16,897 shares; 2025Q4: 23,767 shares 23,767 $1.95M 0.03% +6,870 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 42,720 shares; 2025Q1: 42,720 shares; 2025Q2: 49,971 shares; 2025Q3: 56,334 shares; 2025Q4: 66,468 shares 66,468 $1.95M 0.03% +10,134 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,050 shares; 2024Q4: 450,267 shares; 2025Q1: 450,267 shares; 2025Q2: 519,162 shares; 2025Q3: 556,704 shares; 2025Q4: 594,365 shares 594,365 $1.94M 0.03% +37,661 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 4,260 shares; 2025Q3: 3,580 shares; 2025Q4: 4,268 shares 4,268 $1.94M 0.03% +688 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 33,950 shares; 2025Q1: 34,075 shares; 2025Q2: 33,921 shares; 2025Q3: 33,764 shares; 2025Q4: 38,195 shares 38,195 $1.94M 0.03% +4,431 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 5,029 shares; 2025Q1: 5,029 shares; 2025Q2: 6,084 shares; 2025Q3: 6,780 shares; 2025Q4: 6,717 shares 6,717 $1.92M 0.03% -63 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: 14,242 shares; 2024Q4: 15,768 shares; 2025Q1: 15,768 shares; 2025Q2: 15,198 shares; 2025Q3: 14,822 shares; 2025Q4: 13,548 shares 13,548 $1.91M 0.03% -1,274 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,640 shares; 2024Q4: 50,432 shares; 2025Q1: 50,432 shares; 2025Q2: 48,958 shares; 2025Q3: 49,669 shares; 2025Q4: 49,876 shares 49,876 $1.91M 0.03% +207 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: 79,762 shares; 2024Q4: 110,639 shares; 2025Q1: 110,639 shares; 2025Q2: 117,865 shares; 2025Q3: 95,841 shares; 2025Q4: 104,582 shares 104,582 $1.91M 0.03% +8,741 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,934 shares; 2024Q4: 30,493 shares; 2025Q1: 30,993 shares; 2025Q2: 37,633 shares; 2025Q3: 36,700 shares; 2025Q4: 42,817 shares 42,817 $1.91M 0.03% +6,117 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,308 shares; 2024Q4: 7,609 shares; 2025Q1: 7,758 shares; 2025Q2: 15,624 shares; 2025Q3: 16,816 shares; 2025Q4: 17,022 shares 17,022 $1.9M 0.03% +206 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,016 shares; 2024Q4: 27,617 shares; 2025Q1: 27,617 shares; 2025Q2: 29,774 shares; 2025Q3: 31,786 shares; 2025Q4: 28,274 shares 28,274 $1.9M 0.03% -3,512 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,749 shares; 2025Q3: 3,652 shares; 2025Q4: 3,441 shares 3,441 $1.9M 0.03% -211 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 43,387 shares; 2025Q3: 47,107 shares; 2025Q4: 49,788 shares 49,788 $1.89M 0.03% +2,681 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: 35,873 shares; 2024Q4: 41,297 shares; 2025Q1: 41,297 shares; 2025Q2: 41,176 shares; 2025Q3: 31,110 shares; 2025Q4: 31,456 shares 31,456 $1.89M 0.03% +346 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,796 shares; 2024Q4: 33,167 shares; 2025Q1: 33,167 shares; 2025Q2: 32,621 shares; 2025Q3: 31,317 shares; 2025Q4: 36,822 shares 36,822 $1.88M 0.03% +5,505 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,294 shares; 2024Q4: 12,306 shares; 2025Q1: 12,306 shares; 2025Q2: 13,576 shares; 2025Q3: 14,079 shares; 2025Q4: 14,868 shares 14,868 $1.88M 0.03% +789 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,699 shares; 2024Q4: 14,820 shares; 2025Q1: 14,820 shares; 2025Q2: 16,454 shares; 2025Q3: 22,636 shares; 2025Q4: 28,271 shares 28,271 $1.88M 0.03% +5,635 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: 5,318 shares; 2024Q4: 6,695 shares; 2025Q1: 6,695 shares; 2025Q2: 7,797 shares; 2025Q3: 9,578 shares; 2025Q4: 7,616 shares 7,616 $1.88M 0.03% -1,962 Timeline