AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279,719 shares; 2024Q4: 2,278,234 shares; 2025Q1: 2,254,446 shares; 2025Q2: 2,253,126 shares; 2025Q3: 2,261,452 shares; 2025Q4: 2,226,109 shares 2,226,109 $605M 2.85% -35,343 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: 536,986 shares; 2024Q4: 549,059 shares; 2025Q1: 580,083 shares; 2025Q2: 605,364 shares; 2025Q3: 586,040 shares; 2025Q4: 585,909 shares 585,909 $400M 1.88% -131 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: 2,173,553 shares; 2024Q4: 2,201,833 shares; 2025Q1: 2,093,994 shares; 2025Q2: 2,188,140 shares; 2025Q3: 2,140,573 shares; 2025Q4: 2,121,280 shares 2,121,280 $396M 1.86% -19,293 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: 3,885,583 shares; 2024Q4: 4,058,916 shares; 2025Q1: 4,222,404 shares; 2025Q2: 4,010,594 shares; 2025Q3: 4,380,916 shares; 2025Q4: 4,808,867 shares 4,808,867 $386M 1.81% +427,951 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: 1,153,604 shares; 2024Q4: 2,183,497 shares; 2025Q1: 1,115,124 shares; 2025Q2: 1,165,863 shares; 2025Q3: 1,160,240 shares; 2025Q4: 1,139,796 shares 1,139,796 $382M 1.8% -20,444 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: 518,631 shares; 2024Q4: 513,311 shares; 2025Q1: 492,981 shares; 2025Q2: 504,275 shares; 2025Q3: 519,530 shares; 2025Q4: 500,166 shares 500,166 $307M 1.45% -19,364 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: 591,503 shares; 2024Q4: 600,392 shares; 2025Q1: 609,628 shares; 2025Q2: 619,591 shares; 2025Q3: 620,040 shares; 2025Q4: 629,243 shares 629,243 $304M 1.43% +9,203 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948,173 shares; 2024Q4: 3,028,959 shares; 2025Q1: 3,021,322 shares; 2025Q2: 2,879,644 shares; 2025Q3: 2,845,996 shares; 2025Q4: 3,200,578 shares 3,200,578 $264M 1.24% +354,582 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: 367,219 shares; 2024Q4: 583,450 shares; 2025Q1: 371,873 shares; 2025Q2: 358,461 shares; 2025Q3: 380,945 shares; 2025Q4: 385,117 shares 385,117 $264M 1.24% +4,172 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: 977,953 shares; 2024Q4: 994,705 shares; 2025Q1: 978,321 shares; 2025Q2: 1,025,003 shares; 2025Q3: 1,050,089 shares; 2025Q4: 1,027,999 shares 1,027,999 $237M 1.12% -22,090 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875,865 shares; 2024Q4: 2,995,112 shares; 2025Q1: 2,854,539 shares; 2025Q2: 2,444,532 shares; 2025Q3: 2,068,650 shares; 2025Q4: 2,176,695 shares 2,176,695 $232M 1.09% +108,045 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: 657,510 shares; 2024Q4: 693,008 shares; 2025Q1: 609,966 shares; 2025Q2: 774,940 shares; 2025Q3: 830,262 shares; 2025Q4: 904,077 shares 904,077 $229M 1.08% +73,815 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: 411,467 shares; 2024Q4: 420,612 shares; 2025Q1: 435,267 shares; 2025Q2: 438,014 shares; 2025Q3: 442,476 shares; 2025Q4: 464,381 shares 464,381 $227M 1.07% +21,905 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: 1,003,570 shares; 2024Q4: 1,013,848 shares; 2025Q1: 1,025,271 shares; 2025Q2: 1,045,586 shares; 2025Q3: 983,454 shares; 2025Q4: 1,069,607 shares 1,069,607 $204M 0.96% +86,153 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: 300,132 shares; 2024Q4: 296,572 shares; 2025Q1: 300,239 shares; 2025Q2: 316,839 shares; 2025Q3: 316,281 shares; 2025Q4: 294,380 shares 294,380 $185M 0.87% -21,901 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: 1,639,849 shares; 2024Q4: 1,835,062 shares; 2025Q1: 1,902,358 shares; 2025Q2: 2,337,390 shares; 2025Q3: 2,440,958 shares; 2025Q4: 2,610,967 shares 2,610,967 $181M 0.85% +170,009 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: 560,215 shares; 2024Q4: 523,468 shares; 2025Q1: 507,285 shares; 2025Q2: 534,286 shares; 2025Q3: 556,743 shares; 2025Q4: 1,151,931 shares 1,151,931 $166M 0.78% +595,188 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: 314,579 shares; 2024Q4: 314,379 shares; 2025Q1: 323,294 shares; 2025Q2: 337,518 shares; 2025Q3: 338,945 shares; 2025Q4: 323,792 shares 323,792 $163M 0.77% -15,153 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761,731 shares; 2024Q4: 2,962,779 shares; 2025Q1: 3,411,517 shares; 2025Q2: 2,925,054 shares; 2025Q3: 2,881,083 shares; 2025Q4: 2,831,792 shares 2,831,792 $161M 0.76% -49,291 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: 1,059,286 shares; 2024Q4: 1,481,090 shares; 2025Q1: 1,946,593 shares; 2025Q2: 2,881,541 shares; 2025Q3: 3,139,162 shares; 2025Q4: 3,511,207 shares 3,511,207 $153M 0.72% +372,045 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,822 shares; 2024Q4: 22,556 shares; 2025Q1: 65,710 shares; 2025Q2: 505,074 shares; 2025Q3: 1,988,733 shares; 2025Q4: 2,630,270 shares 2,630,270 $142M 0.67% +641,537 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: 430,478 shares; 2024Q4: 442,834 shares; 2025Q1: 435,776 shares; 2025Q2: 443,721 shares; 2025Q3: 443,480 shares; 2025Q4: 443,801 shares 443,801 $139M 0.66% +321 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: 400,144 shares; 2024Q4: 412,497 shares; 2025Q1: 420,356 shares; 2025Q2: 438,792 shares; 2025Q3: 440,496 shares; 2025Q4: 439,316 shares 439,316 $138M 0.65% -1,180 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,875 shares; 2024Q4: 596,151 shares; 2025Q1: 603,855 shares; 2025Q2: 616,892 shares; 2025Q3: 617,078 shares; 2025Q4: 617,239 shares 617,239 $136M 0.64% +161 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: 285,823 shares; 2024Q4: 280,146 shares; 2025Q1: 274,790 shares; 2025Q2: 275,165 shares; 2025Q3: 272,940 shares; 2025Q4: 269,696 shares 269,696 $128M 0.6% -3,244 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462,231 shares; 2024Q4: 2,732,198 shares; 2025Q1: 1,312,697 shares; 2025Q2: 1,291,134 shares; 2025Q3: 1,508,409 shares; 2025Q4: 1,419,531 shares 1,419,531 $127M 0.6% -88,878 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: 332,742 shares; 2024Q4: 599,062 shares; 2025Q1: 351,234 shares; 2025Q2: 365,982 shares; 2025Q3: 365,087 shares; 2025Q4: 373,153 shares 373,153 $120M 0.57% +8,066 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: 254,028 shares; 2024Q4: 250,420 shares; 2025Q1: 263,880 shares; 2025Q2: 309,632 shares; 2025Q3: 293,277 shares; 2025Q4: 286,923 shares 286,923 $114M 0.53% -6,354 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477,936 shares; 2024Q4: 1,604,858 shares; 2025Q1: 1,676,798 shares; 2025Q2: 2,987,146 shares; 2025Q3: 3,192,939 shares; 2025Q4: 3,280,887 shares 3,280,887 $112M 0.53% +87,948 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: 126,090 shares; 2024Q4: 131,351 shares; 2025Q1: 134,130 shares; 2025Q2: 145,270 shares; 2025Q3: 152,145 shares; 2025Q4: 169,741 shares 169,741 $112M 0.53% +17,596 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: 331,786 shares; 2024Q4: 334,090 shares; 2025Q1: 309,018 shares; 2025Q2: 328,829 shares; 2025Q3: 314,952 shares; 2025Q4: 319,951 shares 319,951 $111M 0.52% +4,999 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598,870 shares; 2024Q4: 1,904,283 shares; 2025Q1: 2,350,027 shares; 2025Q2: 2,622,336 shares; 2025Q3: 2,558,774 shares; 2025Q4: 2,749,527 shares 2,749,527 $109M 0.51% +190,753 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717,648 shares; 2024Q4: 2,542,423 shares; 2025Q1: 2,329,639 shares; 2025Q2: 2,615,438 shares; 2025Q3: 2,413,133 shares; 2025Q4: 1,989,353 shares 1,989,353 $100M 0.47% -423,780 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: 213,961 shares; 2024Q4: 206,470 shares; 2025Q1: 224,968 shares; 2025Q2: 244,938 shares; 2025Q3: 225,826 shares; 2025Q4: 212,052 shares 212,052 $95.4M 0.45% -13,774 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: 352,608 shares; 2024Q4: 349,121 shares; 2025Q1: 347,755 shares; 2025Q2: 356,700 shares; 2025Q3: 354,051 shares; 2025Q4: 365,511 shares 365,511 $94.3M 0.44% +11,460 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: 81,296 shares; 2024Q4: 80,829 shares; 2025Q1: 81,066 shares; 2025Q2: 83,397 shares; 2025Q3: 82,559 shares; 2025Q4: 87,130 shares 87,130 $93.6M 0.44% +4,571 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: 2,422,439 shares; 2024Q4: 2,344,164 shares; 2025Q1: 2,228,694 shares; 2025Q2: 2,087,321 shares; 2025Q3: 2,087,223 shares; 2025Q4: 2,013,003 shares 2,013,003 $89.4M 0.42% -74,220 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: 836,435 shares; 2024Q4: 1,080,217 shares; 2025Q1: 1,497,116 shares; 2025Q2: 1,789,017 shares; 2025Q3: 1,923,568 shares; 2025Q4: 1,982,001 shares 1,982,001 $88.1M 0.41% +58,433 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: 723,216 shares; 2024Q4: 749,782 shares; 2025Q1: 753,887 shares; 2025Q2: 746,916 shares; 2025Q3: 767,144 shares; 2025Q4: 772,874 shares 772,874 $86.1M 0.41% +5,730 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: 580,827 shares; 2024Q4: 584,514 shares; 2025Q1: 664,252 shares; 2025Q2: 691,656 shares; 2025Q3: 672,804 shares; 2025Q4: 686,794 shares 686,794 $84.7M 0.4% +13,990 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,250 shares; 2024Q4: 579,484 shares; 2025Q1: 494,881 shares; 2025Q2: 433,620 shares; 2025Q3: 427,123 shares; 2025Q4: 421,963 shares 421,963 $80.8M 0.38% -5,160 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: 841,503 shares; 2024Q4: 1,986,336 shares; 2025Q1: 1,151,508 shares; 2025Q2: 1,199,797 shares; 2025Q3: 1,361,308 shares; 2025Q4: 2,001,153 shares 2,001,153 $80.5M 0.38% +639,845 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: 437,372 shares; 2024Q4: 463,077 shares; 2025Q1: 496,473 shares; 2025Q2: 537,489 shares; 2025Q3: 464,570 shares; 2025Q4: 400,404 shares 400,404 $79.5M 0.37% -64,166 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,686 shares; 2024Q4: 315,620 shares; 2025Q1: 899,411 shares; 2025Q2: 981,946 shares; 2025Q3: 914,495 shares; 2025Q4: 924,614 shares 924,614 $78.9M 0.37% +10,119 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: 852,354 shares; 2024Q4: 949,571 shares; 2025Q1: 931,283 shares; 2025Q2: 891,739 shares; 2025Q3: 999,858 shares; 2025Q4: 850,601 shares 850,601 $77.7M 0.37% -149,257 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,820 shares; 2024Q4: 419,781 shares; 2025Q1: 711,800 shares; 2025Q2: 674,048 shares; 2025Q3: 913,746 shares; 2025Q4: 1,500,578 shares 1,500,578 $74.5M 0.35% +586,832 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: 335,877 shares; 2024Q4: 362,715 shares; 2025Q1: 404,852 shares; 2025Q2: 384,225 shares; 2025Q3: 403,028 shares; 2025Q4: 413,059 shares 413,059 $73.4M 0.35% +10,031 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: 846,925 shares; 2024Q4: 908,782 shares; 2025Q1: 868,921 shares; 2025Q2: 913,965 shares; 2025Q3: 962,890 shares; 2025Q4: 1,173,314 shares 1,173,314 $73.3M 0.34% +210,424 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: 556,391 shares; 2024Q4: 967,673 shares; 2025Q1: 578,891 shares; 2025Q2: 590,111 shares; 2025Q3: 593,020 shares; 2025Q4: 592,601 shares 592,601 $71.3M 0.34% -419 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,853 shares; 2024Q4: 314,886 shares; 2025Q1: 322,231 shares; 2025Q2: 329,246 shares; 2025Q3: 333,868 shares; 2025Q4: 336,342 shares 336,342 $70.7M 0.33% +2,474 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: 197,163 shares; 2024Q4: 201,170 shares; 2025Q1: 218,634 shares; 2025Q2: 284,590 shares; 2025Q3: 272,954 shares; 2025Q4: 331,044 shares 331,044 $70.2M 0.33% +58,090 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,014 shares; 2024Q4: 307,878 shares; 2025Q1: 703,620 shares; 2025Q2: 759,327 shares; 2025Q3: 915,381 shares; 2025Q4: 932,480 shares 932,480 $69.8M 0.33% +17,099 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: 299,657 shares; 2024Q4: 346,956 shares; 2025Q1: 410,829 shares; 2025Q2: 545,298 shares; 2025Q3: 768,234 shares; 2025Q4: 1,130,116 shares 1,130,116 $68.7M 0.32% +361,882 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980,364 shares; 2024Q4: 2,944,018 shares; 2025Q1: 1,549,504 shares; 2025Q2: 1,690,937 shares; 2025Q3: 1,404,757 shares; 2025Q4: 1,389,338 shares 1,389,338 $68.3M 0.32% -15,419 Timeline QGRW 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: 398,023 shares; 2024Q4: 463,371 shares; 2025Q1: 534,555 shares; 2025Q2: 930,707 shares; 2025Q3: 900,613 shares; 2025Q4: 1,153,475 shares 1,153,475 $67.7M 0.32% +252,862 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: 65,380 shares; 2024Q4: 69,695 shares; 2025Q1: 71,164 shares; 2025Q2: 76,287 shares; 2025Q3: 78,605 shares; 2025Q4: 78,020 shares 78,020 $67.3M 0.32% -585 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: 171,126 shares; 2024Q4: 163,374 shares; 2025Q1: 727,242 shares; 2025Q2: 1,289,219 shares; 2025Q3: 1,485,129 shares; 2025Q4: 1,440,074 shares 1,440,074 $66.3M 0.31% -45,055 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: 169,759 shares; 2024Q4: 174,422 shares; 2025Q1: 177,390 shares; 2025Q2: 182,209 shares; 2025Q3: 184,273 shares; 2025Q4: 188,483 shares 188,483 $66.1M 0.31% +4,210 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: 1,053,132 shares; 2024Q4: 1,127,122 shares; 2025Q1: 1,141,340 shares; 2025Q2: 1,214,699 shares; 2025Q3: 1,045,025 shares; 2025Q4: 946,077 shares 946,077 $65.7M 0.31% -98,948 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: 276,159 shares; 2024Q4: 477,337 shares; 2025Q1: 268,894 shares; 2025Q2: 279,936 shares; 2025Q3: 276,383 shares; 2025Q4: 284,094 shares 284,094 $64.9M 0.31% +7,711 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: 210,808 shares; 2024Q4: 208,700 shares; 2025Q1: 229,332 shares; 2025Q2: 225,957 shares; 2025Q3: 222,280 shares; 2025Q4: 221,285 shares 221,285 $64.2M 0.3% -995 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: 257,570 shares; 2024Q4: 435,449 shares; 2025Q1: 254,360 shares; 2025Q2: 259,552 shares; 2025Q3: 287,968 shares; 2025Q4: 307,949 shares 307,949 $63.7M 0.3% +19,981 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: 583,849 shares; 2024Q4: 1,053,697 shares; 2025Q1: 572,333 shares; 2025Q2: 570,720 shares; 2025Q3: 559,432 shares; 2025Q4: 526,039 shares 526,039 $63.2M 0.3% -33,393 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,667 shares; 2024Q4: 103,390 shares; 2025Q1: 125,575 shares; 2025Q2: 153,358 shares; 2025Q3: 516,283 shares; 2025Q4: 526,850 shares 526,850 $62.9M 0.3% +10,567 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: 1,022,463 shares; 2024Q4: 1,092,806 shares; 2025Q1: 1,008,552 shares; 2025Q2: 1,083,445 shares; 2025Q3: 1,028,293 shares; 2025Q4: 949,241 shares 949,241 $62.6M 0.29% -79,052 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: 1,094,212 shares; 2024Q4: 845,683 shares; 2025Q1: 808,253 shares; 2025Q2: 771,221 shares; 2025Q3: 730,079 shares; 2025Q4: 647,556 shares 647,556 $59.9M 0.28% -82,523 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,881 shares; 2024Q4: 776,452 shares; 2025Q1: 989,603 shares; 2025Q2: 1,157,567 shares; 2025Q3: 1,491,101 shares; 2025Q4: 1,169,556 shares 1,169,556 $59.2M 0.28% -321,545 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: 1,065,386 shares; 2024Q4: 1,877,026 shares; 2025Q1: 1,045,756 shares; 2025Q2: 963,904 shares; 2025Q3: 1,001,058 shares; 2025Q4: 1,010,618 shares 1,010,618 $58.7M 0.28% +9,560 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: 808,714 shares; 2024Q4: 950,815 shares; 2025Q1: 976,648 shares; 2025Q2: 1,090,193 shares; 2025Q3: 1,155,391 shares; 2025Q4: 1,125,473 shares 1,125,473 $56.9M 0.27% -29,918 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: 214,050 shares; 2024Q4: 290,063 shares; 2025Q1: 431,842 shares; 2025Q2: 505,506 shares; 2025Q3: 558,094 shares; 2025Q4: 669,249 shares 669,249 $56M 0.26% +111,155 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: 329,727 shares; 2024Q4: 349,672 shares; 2025Q1: 382,153 shares; 2025Q2: 358,349 shares; 2025Q3: 366,752 shares; 2025Q4: 360,588 shares 360,588 $55.9M 0.26% -6,164 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: 1,632,126 shares; 2024Q4: 1,449,522 shares; 2025Q1: 1,431,750 shares; 2025Q2: 1,241,772 shares; 2025Q3: 1,214,240 shares; 2025Q4: 1,189,659 shares 1,189,659 $55.7M 0.26% -24,581 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: 692,174 shares; 2024Q4: 2,075,613 shares; 2025Q1: 2,075,328 shares; 2025Q2: 2,052,034 shares; 2025Q3: 2,049,656 shares; 2025Q4: 2,047,668 shares 2,047,668 $55.7M 0.26% -1,988 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: 372,502 shares; 2024Q4: 375,089 shares; 2025Q1: 376,680 shares; 2025Q2: 377,860 shares; 2025Q3: 383,952 shares; 2025Q4: 376,884 shares 376,884 $54.1M 0.25% -7,068 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,541 shares; 2024Q4: 540,308 shares; 2025Q1: 595,046 shares; 2025Q2: 1,349,313 shares; 2025Q3: 1,174,948 shares; 2025Q4: 1,139,821 shares 1,139,821 $54.1M 0.25% -35,127 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: 357,640 shares; 2024Q4: 369,759 shares; 2025Q1: 371,446 shares; 2025Q2: 367,713 shares; 2025Q3: 362,960 shares; 2025Q4: 374,758 shares 374,758 $53.7M 0.25% +11,798 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: 450,431 shares; 2024Q4: 510,880 shares; 2025Q1: 521,061 shares; 2025Q2: 550,237 shares; 2025Q3: 700,517 shares; 2025Q4: 703,128 shares 703,128 $53M 0.25% +2,611 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132,113 shares; 2024Q4: 1,087,292 shares; 2025Q1: 1,126,036 shares; 2025Q2: 1,075,550 shares; 2025Q3: 792,718 shares; 2025Q4: 805,228 shares 805,228 $52.7M 0.25% +12,510 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: 472,857 shares; 2024Q4: 507,023 shares; 2025Q1: 530,997 shares; 2025Q2: 1,228,650 shares; 2025Q3: 1,255,630 shares; 2025Q4: 1,185,475 shares 1,185,475 $52.6M 0.25% -70,155 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,256 shares; 2024Q4: 288,856 shares; 2025Q1: 172,791 shares; 2025Q2: 176,847 shares; 2025Q3: 170,620 shares; 2025Q4: 176,460 shares 176,460 $52.3M 0.25% +5,840 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: 253,634 shares; 2024Q4: 253,473 shares; 2025Q1: 266,282 shares; 2025Q2: 275,680 shares; 2025Q3: 285,872 shares; 2025Q4: 294,418 shares 294,418 $52.2M 0.25% +8,546 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: 1,033,984 shares; 2024Q4: 1,533,825 shares; 2025Q1: 1,586,118 shares; 2025Q2: 1,193,504 shares; 2025Q3: 1,294,000 shares; 2025Q4: 1,361,300 shares 1,361,300 $52.2M 0.25% +67,300 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: 342,201 shares; 2024Q4: 563,385 shares; 2025Q1: 354,259 shares; 2025Q2: 544,868 shares; 2025Q3: 623,723 shares; 2025Q4: 773,127 shares 773,127 $52M 0.24% +149,404 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: 172,243 shares; 2024Q4: 171,231 shares; 2025Q1: 173,294 shares; 2025Q2: 176,802 shares; 2025Q3: 179,130 shares; 2025Q4: 181,462 shares 181,462 $50.7M 0.24% +2,332 Timeline QUS 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: 336,245 shares; 2024Q4: 329,470 shares; 2025Q1: 405,312 shares; 2025Q2: 411,007 shares; 2025Q3: 296,341 shares; 2025Q4: 290,426 shares 290,426 $50.6M 0.24% -5,915 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244,270 shares; 2024Q4: 1,267,193 shares; 2025Q1: 1,169,904 shares; 2025Q2: 896,715 shares; 2025Q3: 902,116 shares; 2025Q4: 872,484 shares 872,484 $50.5M 0.24% -29,632 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,894 shares; 2024Q4: 370,546 shares; 2025Q1: 345,494 shares; 2025Q2: 363,125 shares; 2025Q3: 427,368 shares; 2025Q4: 641,526 shares 641,526 $50M 0.24% +214,158 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,784 shares; 2024Q4: 334,910 shares; 2025Q1: 303,624 shares; 2025Q2: 261,158 shares; 2025Q3: 241,405 shares; 2025Q4: 315,051 shares 315,051 $48.8M 0.23% +73,646 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: 182,786 shares; 2024Q4: 183,567 shares; 2025Q1: 188,017 shares; 2025Q2: 192,431 shares; 2025Q3: 203,695 shares; 2025Q4: 197,238 shares 197,238 $48.6M 0.23% -6,457 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081,747 shares; 2024Q4: 1,160,956 shares; 2025Q1: 1,185,847 shares; 2025Q2: 1,054,166 shares; 2025Q3: 1,023,845 shares; 2025Q4: 1,036,113 shares 1,036,113 $48.5M 0.23% +12,268 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: 1,074,304 shares; 2024Q4: 1,213,224 shares; 2025Q1: 944,281 shares; 2025Q2: 963,757 shares; 2025Q3: 1,043,008 shares; 2025Q4: 873,714 shares 873,714 $47.9M 0.23% -169,294 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: 1,468,953 shares; 2024Q4: 1,526,989 shares; 2025Q1: 1,614,369 shares; 2025Q2: 1,274,950 shares; 2025Q3: 1,317,320 shares; 2025Q4: 1,414,751 shares 1,414,751 $47.8M 0.23% +97,431 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: 62,005 shares; 2024Q4: 61,528 shares; 2025Q1: 65,721 shares; 2025Q2: 66,217 shares; 2025Q3: 67,246 shares; 2025Q4: 63,395 shares 63,395 $47.8M 0.22% -3,851 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: 67,981 shares; 2024Q4: 67,796 shares; 2025Q1: 65,353 shares; 2025Q2: 74,265 shares; 2025Q3: 80,287 shares; 2025Q4: 83,274 shares 83,274 $47.7M 0.22% +2,987 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: 529,830 shares; 2024Q4: 506,676 shares; 2025Q1: 505,966 shares; 2025Q2: 533,569 shares; 2025Q3: 511,005 shares; 2025Q4: 503,255 shares 503,255 $47.4M 0.22% -7,750 Timeline EPS 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: 1,016,343 shares; 2024Q4: 1,034,393 shares; 2025Q1: 1,074,987 shares; 2025Q2: 1,058,176 shares; 2025Q3: 620,971 shares; 2025Q4: 658,714 shares 658,714 $46.7M 0.22% +37,743 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: 859,748 shares; 2024Q4: 922,935 shares; 2025Q1: 976,480 shares; 2025Q2: 1,002,416 shares; 2025Q3: 1,010,835 shares; 2025Q4: 1,030,345 shares 1,030,345 $46.6M 0.22% +19,510 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,732 shares; 2024Q4: 281,782 shares; 2025Q1: 111,372 shares; 2025Q2: 86,631 shares; 2025Q3: 86,287 shares; 2025Q4: 96,044 shares 96,044 $46.2M 0.22% +9,757 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: 352,019 shares; 2024Q4: 391,595 shares; 2025Q1: 347,452 shares; 2025Q2: 377,884 shares; 2025Q3: 487,513 shares; 2025Q4: 1,080,931 shares 1,080,931 $46.1M 0.22% +593,418 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: 433,809 shares; 2024Q4: 432,055 shares; 2025Q1: 401,172 shares; 2025Q2: 430,836 shares; 2025Q3: 486,379 shares; 2025Q4: 452,922 shares 452,922 $45.2M 0.21% -33,457 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,368 shares; 2024Q4: 218,359 shares; 2025Q1: 460,466 shares; 2025Q2: 564,735 shares; 2025Q3: 528,023 shares; 2025Q4: 595,558 shares 595,558 $43.9M 0.21% +67,535 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007,307 shares; 2024Q4: 1,056,061 shares; 2025Q1: 1,087,369 shares; 2025Q2: 1,120,807 shares; 2025Q3: 1,057,615 shares; 2025Q4: 1,455,359 shares 1,455,359 $43M 0.2% +397,744 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: 238,810 shares; 2024Q4: 394,608 shares; 2025Q1: 249,599 shares; 2025Q2: 259,030 shares; 2025Q3: 280,204 shares; 2025Q4: 279,127 shares 279,127 $42.5M 0.2% -1,077 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: 699,786 shares; 2024Q4: 822,080 shares; 2025Q1: 1,127,628 shares; 2025Q2: 1,326,617 shares; 2025Q3: 674,316 shares; 2025Q4: 716,980 shares 716,980 $42.5M 0.2% +42,664 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,207 shares; 2024Q4: 600,102 shares; 2025Q1: 944,724 shares; 2025Q2: 1,040,802 shares; 2025Q3: 1,003,159 shares; 2025Q4: 1,113,323 shares 1,113,323 $42.4M 0.2% +110,164 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: 519,467 shares; 2024Q4: 1,669,849 shares; 2025Q1: 1,763,568 shares; 2025Q2: 1,830,412 shares; 2025Q3: 1,832,143 shares; 2025Q4: 1,533,988 shares 1,533,988 $42.1M 0.2% -298,155 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: 355,615 shares; 2024Q4: 334,352 shares; 2025Q1: 310,720 shares; 2025Q2: 420,535 shares; 2025Q3: 404,576 shares; 2025Q4: 468,029 shares 468,029 $41.9M 0.2% +63,453 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: 93,024 shares; 2024Q4: 101,142 shares; 2025Q1: 89,964 shares; 2025Q2: 100,553 shares; 2025Q3: 111,824 shares; 2025Q4: 115,784 shares 115,784 $41.7M 0.2% +3,960 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: 115,144 shares; 2024Q4: 127,944 shares; 2025Q1: 130,881 shares; 2025Q2: 123,828 shares; 2025Q3: 121,050 shares; 2025Q4: 119,739 shares 119,739 $41.2M 0.19% -1,311 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,995 shares; 2024Q4: 116,903 shares; 2025Q1: 125,486 shares; 2025Q2: 129,646 shares; 2025Q3: 137,632 shares; 2025Q4: 135,587 shares 135,587 $41M 0.19% -2,045 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: 560,539 shares; 2024Q4: 524,467 shares; 2025Q1: 475,505 shares; 2025Q2: 412,204 shares; 2025Q3: 397,793 shares; 2025Q4: 395,325 shares 395,325 $40.9M 0.19% -2,468 Timeline VALQ 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: 491,057 shares; 2024Q4: 526,177 shares; 2025Q1: 562,288 shares; 2025Q2: 576,636 shares; 2025Q3: 590,362 shares; 2025Q4: 606,170 shares 606,170 $40.1M 0.19% +15,808 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,230 shares; 2024Q4: 659,006 shares; 2025Q1: 645,035 shares; 2025Q2: 692,063 shares; 2025Q3: 693,923 shares; 2025Q4: 802,494 shares 802,494 $40M 0.19% +108,571 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,706 shares; 2024Q4: 207,798 shares; 2025Q1: 254,289 shares; 2025Q2: 645,559 shares; 2025Q3: 1,648,341 shares; 2025Q4: 1,495,065 shares 1,495,065 $39.9M 0.19% -153,276 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: 405,646 shares; 2024Q4: 400,190 shares; 2025Q1: 459,058 shares; 2025Q2: 497,903 shares; 2025Q3: 524,769 shares; 2025Q4: 549,045 shares 549,045 $39.2M 0.18% +24,276 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: 575,215 shares; 2024Q4: 628,115 shares; 2025Q1: 604,037 shares; 2025Q2: 615,920 shares; 2025Q3: 652,294 shares; 2025Q4: 725,202 shares 725,202 $39M 0.18% +72,908 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: 396,313 shares; 2024Q4: 357,980 shares; 2025Q1: 347,323 shares; 2025Q2: 331,639 shares; 2025Q3: 327,084 shares; 2025Q4: 259,694 shares 259,694 $38.6M 0.18% -67,390 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: 139,692 shares; 2024Q4: 289,492 shares; 2025Q1: 502,258 shares; 2025Q2: 575,614 shares; 2025Q3: 571,426 shares; 2025Q4: 640,448 shares 640,448 $38.4M 0.18% +69,022 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241,648 shares; 2024Q4: 1,296,357 shares; 2025Q1: 1,304,586 shares; 2025Q2: 1,155,152 shares; 2025Q3: 1,159,314 shares; 2025Q4: 1,172,518 shares 1,172,518 $38.4M 0.18% +13,204 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,308 shares; 2024Q4: 195,820 shares; 2025Q1: 241,644 shares; 2025Q2: 238,525 shares; 2025Q3: 414,549 shares; 2025Q4: 493,261 shares 493,261 $38M 0.18% +78,712 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,472 shares; 2024Q4: 135,338 shares; 2025Q1: 180,412 shares; 2025Q2: 247,015 shares; 2025Q3: 494,038 shares; 2025Q4: 408,059 shares 408,059 $37.9M 0.18% -85,979 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: 285,021 shares; 2024Q4: 285,256 shares; 2025Q1: 341,203 shares; 2025Q2: 349,653 shares; 2025Q3: 355,310 shares; 2025Q4: 356,596 shares 356,596 $36.6M 0.17% +1,286 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: 98,308 shares; 2024Q4: 101,955 shares; 2025Q1: 101,652 shares; 2025Q2: 100,161 shares; 2025Q3: 106,389 shares; 2025Q4: 118,185 shares 118,185 $36.4M 0.17% +11,796 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,952 shares; 2024Q4: 424,201 shares; 2025Q1: 425,377 shares; 2025Q2: 421,682 shares; 2025Q3: 861,485 shares; 2025Q4: 865,732 shares 865,732 $36.4M 0.17% +4,247 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,169 shares; 2025Q1: 508,118 shares; 2025Q2: 693,585 shares; 2025Q3: 781,666 shares; 2025Q4: 961,986 shares 961,986 $36.3M 0.17% +180,320 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: 222,028 shares; 2024Q4: 218,049 shares; 2025Q1: 225,529 shares; 2025Q2: 239,519 shares; 2025Q3: 233,286 shares; 2025Q4: 235,555 shares 235,555 $36.3M 0.17% +2,269 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: 202,284 shares; 2024Q4: 208,775 shares; 2025Q1: 221,847 shares; 2025Q2: 244,327 shares; 2025Q3: 213,902 shares; 2025Q4: 181,506 shares 181,506 $36.2M 0.17% -32,396 Timeline HEQT 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: 884,372 shares; 2024Q4: 696,683 shares; 2025Q1: 819,883 shares; 2025Q2: 258,514 shares; 2025Q3: 197,714 shares; 2025Q4: 1,120,557 shares 1,120,557 $35.9M 0.17% +922,843 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: 180,714 shares; 2024Q4: 188,119 shares; 2025Q1: 274,234 shares; 2025Q2: 298,730 shares; 2025Q3: 261,845 shares; 2025Q4: 356,077 shares 356,077 $35.7M 0.17% +94,232 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: 197,326 shares; 2024Q4: 201,364 shares; 2025Q1: 201,212 shares; 2025Q2: 204,783 shares; 2025Q3: 213,270 shares; 2025Q4: 211,236 shares 211,236 $35.5M 0.17% -2,034 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: 228,244 shares; 2024Q4: 268,176 shares; 2025Q1: 279,997 shares; 2025Q2: 680,690 shares; 2025Q3: 921,484 shares; 2025Q4: 960,254 shares 960,254 $35.4M 0.17% +38,770 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: 379,533 shares; 2024Q4: 426,171 shares; 2025Q1: 481,112 shares; 2025Q2: 436,669 shares; 2025Q3: 523,475 shares; 2025Q4: 546,145 shares 546,145 $35.2M 0.17% +22,670 Timeline TBLL 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: 235,152 shares; 2024Q4: 222,451 shares; 2025Q1: 235,697 shares; 2025Q2: 296,726 shares; 2025Q3: 325,602 shares; 2025Q4: 326,886 shares 326,886 $34.5M 0.16% +1,284 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: 82,654 shares; 2024Q4: 80,668 shares; 2025Q1: 83,853 shares; 2025Q2: 119,723 shares; 2025Q3: 106,765 shares; 2025Q4: 112,779 shares 112,779 $34.3M 0.16% +6,014 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: 131,701 shares; 2024Q4: 698,274 shares; 2025Q1: 606,688 shares; 2025Q2: 900,116 shares; 2025Q3: 901,382 shares; 2025Q4: 1,032,275 shares 1,032,275 $33.7M 0.16% +130,893 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,411 shares; 2024Q4: 121,336 shares; 2025Q1: 148,440 shares; 2025Q2: 183,071 shares; 2025Q3: 455,729 shares; 2025Q4: 467,909 shares 467,909 $33.6M 0.16% +12,180 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: 813,725 shares; 2024Q4: 823,193 shares; 2025Q1: 849,070 shares; 2025Q2: 696,973 shares; 2025Q3: 612,526 shares; 2025Q4: 556,163 shares 556,163 $33.5M 0.16% -56,363 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,540 shares; 2024Q4: 200,940 shares; 2025Q1: 701,804 shares; 2025Q2: 1,546,568 shares; 2025Q3: 1,789,462 shares; 2025Q4: 2,248,977 shares 2,248,977 $33.2M 0.16% +459,515 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251,698 shares; 2024Q4: 1,235,546 shares; 2025Q1: 1,028,744 shares; 2025Q2: 765,861 shares; 2025Q3: 748,070 shares; 2025Q4: 717,062 shares 717,062 $33M 0.16% -31,008 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: 383,599 shares; 2024Q4: 356,282 shares; 2025Q1: 339,459 shares; 2025Q2: 374,914 shares; 2025Q3: 442,039 shares; 2025Q4: 440,085 shares 440,085 $32.6M 0.15% -1,954 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,632 shares; 2024Q4: 63,411 shares; 2025Q1: 67,324 shares; 2025Q2: 71,112 shares; 2025Q3: 73,046 shares; 2025Q4: 73,280 shares 73,280 $32.6M 0.15% +234 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,889 shares; 2024Q4: 390,172 shares; 2025Q1: 1,187,735 shares; 2025Q2: 570,206 shares; 2025Q3: 545,029 shares; 2025Q4: 827,152 shares 827,152 $32.6M 0.15% +282,123 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,962 shares; 2024Q4: 243,745 shares; 2025Q1: 384,807 shares; 2025Q2: 519,424 shares; 2025Q3: 587,568 shares; 2025Q4: 653,815 shares 653,815 $32.4M 0.15% +66,247 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: 299,947 shares; 2024Q4: 320,761 shares; 2025Q1: 434,432 shares; 2025Q2: 343,630 shares; 2025Q3: 400,210 shares; 2025Q4: 377,751 shares 377,751 $32.4M 0.15% -22,459 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 285,231 shares; 2025Q2: 377,649 shares; 2025Q3: 584,889 shares; 2025Q4: 1,298,685 shares 1,298,685 $32.2M 0.15% +713,796 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: 165,143 shares; 2024Q4: 169,420 shares; 2025Q1: 172,795 shares; 2025Q2: 169,615 shares; 2025Q3: 168,703 shares; 2025Q4: 172,941 shares 172,941 $31.7M 0.15% +4,238 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: 603,025 shares; 2024Q4: 525,151 shares; 2025Q1: 442,862 shares; 2025Q2: 371,490 shares; 2025Q3: 355,936 shares; 2025Q4: 707,063 shares 707,063 $31.6M 0.15% +351,127 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: 117,343 shares; 2024Q4: 122,016 shares; 2025Q1: 126,174 shares; 2025Q2: 126,038 shares; 2025Q3: 145,188 shares; 2025Q4: 146,032 shares 146,032 $30.9M 0.15% +844 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,850 shares; 2024Q4: 904,850 shares; 2025Q1: 1,020,167 shares; 2025Q2: 1,117,099 shares; 2025Q3: 1,196,307 shares; 2025Q4: 1,316,532 shares 1,316,532 $30.4M 0.14% +120,225 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: 516,717 shares; 2024Q4: 634,922 shares; 2025Q1: 1,192,553 shares; 2025Q2: 1,057,514 shares; 2025Q3: 1,076,284 shares; 2025Q4: 872,724 shares 872,724 $30.2M 0.14% -203,560 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: 336,874 shares; 2024Q4: 459,327 shares; 2025Q1: 538,411 shares; 2025Q2: 577,628 shares; 2025Q3: 638,657 shares; 2025Q4: 787,017 shares 787,017 $30.1M 0.14% +148,360 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: 311,620 shares; 2024Q4: 517,795 shares; 2025Q1: 305,036 shares; 2025Q2: 303,396 shares; 2025Q3: 299,848 shares; 2025Q4: 285,130 shares 285,130 $30M 0.14% -14,718 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: 345,902 shares; 2024Q4: 639,911 shares; 2025Q1: 281,682 shares; 2025Q2: 309,530 shares; 2025Q3: 362,387 shares; 2025Q4: 361,499 shares 361,499 $29.9M 0.14% -888 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,613 shares; 2024Q4: 120,510 shares; 2025Q1: 118,339 shares; 2025Q2: 138,161 shares; 2025Q3: 175,683 shares; 2025Q4: 243,195 shares 243,195 $29.6M 0.14% +67,512 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: 176,701 shares; 2024Q4: 169,745 shares; 2025Q1: 219,088 shares; 2025Q2: 593,753 shares; 2025Q3: 625,362 shares; 2025Q4: 662,229 shares 662,229 $29.5M 0.14% +36,867 Timeline RWL 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: 101,412 shares; 2024Q4: 141,186 shares; 2025Q1: 146,615 shares; 2025Q2: 143,175 shares; 2025Q3: 134,246 shares; 2025Q4: 254,783 shares 254,783 $29.2M 0.14% +120,537 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: 519,502 shares; 2024Q4: 511,101 shares; 2025Q1: 512,744 shares; 2025Q2: 507,365 shares; 2025Q3: 502,343 shares; 2025Q4: 527,943 shares 527,943 $29M 0.14% +25,600 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: 218,441 shares; 2024Q4: 216,572 shares; 2025Q1: 222,991 shares; 2025Q2: 248,854 shares; 2025Q3: 256,056 shares; 2025Q4: 270,389 shares 270,389 $29M 0.14% +14,333 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: 24,810 shares; 2024Q4: 27,026 shares; 2025Q1: 28,253 shares; 2025Q2: 29,416 shares; 2025Q3: 30,201 shares; 2025Q4: 308,537 shares 308,537 $28.9M 0.14% +278,336 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,541 shares; 2024Q4: 664,748 shares; 2025Q1: 376,875 shares; 2025Q2: 426,424 shares; 2025Q3: 470,511 shares; 2025Q4: 545,741 shares 545,741 $28.7M 0.13% +75,230 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,743 shares; 2024Q4: 384,946 shares; 2025Q1: 530,426 shares; 2025Q2: 607,443 shares; 2025Q3: 560,821 shares; 2025Q4: 509,296 shares 509,296 $28.7M 0.13% -51,525 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: 91,162 shares; 2024Q4: 88,573 shares; 2025Q1: 88,539 shares; 2025Q2: 89,288 shares; 2025Q3: 92,636 shares; 2025Q4: 93,435 shares 93,435 $28.6M 0.13% +799 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: 364,200 shares; 2024Q4: 366,454 shares; 2025Q1: 356,174 shares; 2025Q2: 361,867 shares; 2025Q3: 360,036 shares; 2025Q4: 366,765 shares 366,765 $28.3M 0.13% +6,729 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: 218,031 shares; 2024Q4: 244,429 shares; 2025Q1: 303,705 shares; 2025Q2: 514,938 shares; 2025Q3: 559,152 shares; 2025Q4: 787,274 shares 787,274 $28.1M 0.13% +228,122 Timeline MDYG 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: 312,887 shares; 2024Q4: 234,133 shares; 2025Q1: 255,431 shares; 2025Q2: 262,796 shares; 2025Q3: 262,332 shares; 2025Q4: 302,597 shares 302,597 $28M 0.13% +40,265 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,603 shares; 2024Q4: 31,723 shares; 2025Q1: 28,884 shares; 2025Q2: 381,122 shares; 2025Q3: 375,274 shares; 2025Q4: 384,064 shares 384,064 $27.6M 0.13% +8,790 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: 48,854 shares; 2024Q4: 49,141 shares; 2025Q1: 50,156 shares; 2025Q2: 51,501 shares; 2025Q3: 48,836 shares; 2025Q4: 48,246 shares 48,246 $27.5M 0.13% -590 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015,978 shares; 2024Q4: 1,805,237 shares; 2025Q1: 1,844,753 shares; 2025Q2: 1,040,693 shares; 2025Q3: 914,661 shares; 2025Q4: 950,203 shares 950,203 $27.4M 0.13% +35,542 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: 84,878 shares; 2024Q4: 87,506 shares; 2025Q1: 96,577 shares; 2025Q2: 107,659 shares; 2025Q3: 399,413 shares; 2025Q4: 482,295 shares 482,295 $27.3M 0.13% +82,882 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,715 shares; 2024Q4: 99,343 shares; 2025Q1: 174,762 shares; 2025Q2: 202,707 shares; 2025Q3: 252,195 shares; 2025Q4: 295,487 shares 295,487 $27.3M 0.13% +43,292 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,921 shares; 2024Q4: 454,078 shares; 2025Q1: 475,013 shares; 2025Q2: 261,445 shares; 2025Q3: 286,339 shares; 2025Q4: 544,981 shares 544,981 $27.2M 0.13% +258,642 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,948 shares; 2024Q4: 384,003 shares; 2025Q1: 197,356 shares; 2025Q2: 193,653 shares; 2025Q3: 191,452 shares; 2025Q4: 191,291 shares 191,291 $27M 0.13% -161 Timeline QVML INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692,375 shares; 2025Q3: 694,011 shares; 2025Q4: 660,858 shares 660,858 $26.6M 0.12% -33,153 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674,972 shares; 2024Q4: 3,837,322 shares; 2025Q1: 4,819,951 shares; 2025Q2: 4,428,628 shares; 2025Q3: 1,876,931 shares; 2025Q4: 1,027,581 shares 1,027,581 $26.5M 0.12% -849,350 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: 117,127 shares; 2024Q4: 124,806 shares; 2025Q1: 133,204 shares; 2025Q2: 139,913 shares; 2025Q3: 151,458 shares; 2025Q4: 135,671 shares 135,671 $26.4M 0.12% -15,787 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: 335,938 shares; 2024Q4: 348,110 shares; 2025Q1: 349,827 shares; 2025Q2: 354,232 shares; 2025Q3: 339,722 shares; 2025Q4: 375,872 shares 375,872 $26.3M 0.12% +36,150 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,541 shares; 2024Q4: 168,209 shares; 2025Q1: 243,043 shares; 2025Q2: 226,227 shares; 2025Q3: 235,283 shares; 2025Q4: 260,427 shares 260,427 $26.1M 0.12% +25,144 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,081 shares; 2024Q4: 673,494 shares; 2025Q1: 387,318 shares; 2025Q2: 528,091 shares; 2025Q3: 506,183 shares; 2025Q4: 362,802 shares 362,802 $25.9M 0.12% -143,381 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,844 shares; 2024Q4: 151,736 shares; 2025Q1: 166,992 shares; 2025Q2: 202,000 shares; 2025Q3: 215,919 shares; 2025Q4: 268,049 shares 268,049 $24.9M 0.12% +52,130 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: 26,021 shares; 2024Q4: 24,846 shares; 2025Q1: 37,668 shares; 2025Q2: 46,128 shares; 2025Q3: 59,072 shares; 2025Q4: 72,277 shares 72,277 $24.8M 0.12% +13,205 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: 134,367 shares; 2024Q4: 133,037 shares; 2025Q1: 107,833 shares; 2025Q2: 109,935 shares; 2025Q3: 118,744 shares; 2025Q4: 115,169 shares 115,169 $24.7M 0.12% -3,575 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: 261,665 shares; 2024Q4: 527,817 shares; 2025Q1: 452,370 shares; 2025Q2: 356,047 shares; 2025Q3: 430,110 shares; 2025Q4: 456,883 shares 456,883 $24.1M 0.11% +26,773 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,284 shares; 2025Q3: 690,119 shares; 2025Q4: 1,085,694 shares 1,085,694 $24.1M 0.11% +395,575 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: 185,401 shares; 2024Q4: 182,547 shares; 2025Q1: 211,698 shares; 2025Q2: 303,306 shares; 2025Q3: 311,253 shares; 2025Q4: 320,284 shares 320,284 $24M 0.11% +9,031 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,255 shares; 2024Q4: 182,221 shares; 2025Q1: 215,419 shares; 2025Q2: 247,941 shares; 2025Q3: 269,802 shares; 2025Q4: 209,374 shares 209,374 $24M 0.11% -60,428 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: 20,098 shares; 2024Q4: 26,971 shares; 2025Q1: 33,484 shares; 2025Q2: 32,341 shares; 2025Q3: 34,724 shares; 2025Q4: 36,132 shares 36,132 $23.6M 0.11% +1,408 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: 252,780 shares; 2024Q4: 273,327 shares; 2025Q1: 256,527 shares; 2025Q2: 184,250 shares; 2025Q3: 196,607 shares; 2025Q4: 229,822 shares 229,822 $23.5M 0.11% +33,215 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: 158,862 shares; 2024Q4: 128,215 shares; 2025Q1: 148,409 shares; 2025Q2: 181,875 shares; 2025Q3: 190,698 shares; 2025Q4: 199,558 shares 199,558 $23.5M 0.11% +8,860 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,351 shares; 2024Q4: 21,688 shares; 2025Q1: 26,181 shares; 2025Q2: 29,485 shares; 2025Q3: 30,582 shares; 2025Q4: 26,542 shares 26,542 $23.3M 0.11% -4,040 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: 120,894 shares; 2024Q4: 202,460 shares; 2025Q1: 237,476 shares; 2025Q2: 254,894 shares; 2025Q3: 385,369 shares; 2025Q4: 351,115 shares 351,115 $23.3M 0.11% -34,254 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: 185,178 shares; 2024Q4: 168,126 shares; 2025Q1: 157,513 shares; 2025Q2: 165,312 shares; 2025Q3: 150,672 shares; 2025Q4: 162,085 shares 162,085 $23.3M 0.11% +11,413 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: 85,125 shares; 2024Q4: 98,177 shares; 2025Q1: 102,349 shares; 2025Q2: 92,556 shares; 2025Q3: 84,113 shares; 2025Q4: 81,465 shares 81,465 $23.3M 0.11% -2,648 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: 250,326 shares; 2024Q4: 247,969 shares; 2025Q1: 238,782 shares; 2025Q2: 219,002 shares; 2025Q3: 220,505 shares; 2025Q4: 202,821 shares 202,821 $23.1M 0.11% -17,684 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: 272,219 shares; 2024Q4: 247,695 shares; 2025Q1: 284,661 shares; 2025Q2: 293,432 shares; 2025Q3: 312,112 shares; 2025Q4: 282,229 shares 282,229 $23.1M 0.11% -29,883 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: 377,161 shares; 2024Q4: 411,672 shares; 2025Q1: 464,408 shares; 2025Q2: 640,916 shares; 2025Q3: 714,227 shares; 2025Q4: 841,827 shares 841,827 $23M 0.11% +127,600 Timeline DLN 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: 222,511 shares; 2024Q4: 234,693 shares; 2025Q1: 250,907 shares; 2025Q2: 254,421 shares; 2025Q3: 257,459 shares; 2025Q4: 261,312 shares 261,312 $23M 0.11% +3,853 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: 847,537 shares; 2024Q4: 1,394,921 shares; 2025Q1: 599,086 shares; 2025Q2: 588,824 shares; 2025Q3: 554,023 shares; 2025Q4: 561,650 shares 561,650 $22.9M 0.11% +7,627 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: 52,743 shares; 2024Q4: 47,382 shares; 2025Q1: 48,228 shares; 2025Q2: 48,366 shares; 2025Q3: 52,458 shares; 2025Q4: 49,104 shares 49,104 $22.9M 0.11% -3,354 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,434 shares; 2024Q4: 131,658 shares; 2025Q1: 134,974 shares; 2025Q2: 144,683 shares; 2025Q3: 112,735 shares; 2025Q4: 161,921 shares 161,921 $22.8M 0.11% +49,186 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,752 shares; 2024Q4: 737,497 shares; 2025Q1: 710,400 shares; 2025Q2: 702,327 shares; 2025Q3: 621,482 shares; 2025Q4: 613,581 shares 613,581 $22.7M 0.11% -7,901 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: 171,762 shares; 2024Q4: 215,703 shares; 2025Q1: 225,657 shares; 2025Q2: 233,556 shares; 2025Q3: 227,433 shares; 2025Q4: 236,767 shares 236,767 $22.5M 0.11% +9,334 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: 66,587 shares; 2024Q4: 64,282 shares; 2025Q1: 62,882 shares; 2025Q2: 63,174 shares; 2025Q3: 68,707 shares; 2025Q4: 68,235 shares 68,235 $22.5M 0.11% -472 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: 49,296 shares; 2024Q4: 50,719 shares; 2025Q1: 50,844 shares; 2025Q2: 46,965 shares; 2025Q3: 46,571 shares; 2025Q4: 47,680 shares 47,680 $22.4M 0.11% +1,109 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: 73,421 shares; 2024Q4: 67,722 shares; 2025Q1: 74,506 shares; 2025Q2: 86,985 shares; 2025Q3: 92,385 shares; 2025Q4: 102,669 shares 102,669 $22.3M 0.1% +10,284 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: 127,456 shares; 2024Q4: 131,089 shares; 2025Q1: 142,514 shares; 2025Q2: 231,259 shares; 2025Q3: 178,954 shares; 2025Q4: 159,763 shares 159,763 $22.1M 0.1% -19,191 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: 4,191 shares; 2024Q4: 6,502 shares; 2025Q1: 139,631 shares; 2025Q2: 166,540 shares; 2025Q3: 169,179 shares; 2025Q4: 186,409 shares 186,409 $22M 0.1% +17,230 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: 209,559 shares; 2024Q4: 211,575 shares; 2025Q1: 221,906 shares; 2025Q2: 238,636 shares; 2025Q3: 220,777 shares; 2025Q4: 234,780 shares 234,780 $21.9M 0.1% +14,003 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,601 shares; 2024Q4: 38,293 shares; 2025Q1: 41,149 shares; 2025Q2: 158,517 shares; 2025Q3: 190,768 shares; 2025Q4: 265,213 shares 265,213 $21.8M 0.1% +74,445 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: 75,982 shares; 2024Q4: 87,843 shares; 2025Q1: 88,480 shares; 2025Q2: 92,336 shares; 2025Q3: 88,577 shares; 2025Q4: 98,965 shares 98,965 $21.7M 0.1% +10,388 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: 64,945 shares; 2024Q4: 111,863 shares; 2025Q1: 170,172 shares; 2025Q2: 217,458 shares; 2025Q3: 241,860 shares; 2025Q4: 215,597 shares 215,597 $21.2M 0.1% -26,263 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: 162,692 shares; 2024Q4: 178,479 shares; 2025Q1: 176,372 shares; 2025Q2: 182,313 shares; 2025Q3: 184,911 shares; 2025Q4: 268,494 shares 268,494 $21.2M 0.1% +83,583 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: 260,448 shares; 2024Q4: 287,026 shares; 2025Q1: 240,693 shares; 2025Q2: 337,626 shares; 2025Q3: 281,158 shares; 2025Q4: 295,883 shares 295,883 $21.1M 0.1% +14,725 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788,829 shares 788,829 $20.9M 0.1% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,733 shares; 2024Q4: 392,279 shares; 2025Q1: 464,854 shares; 2025Q2: 485,594 shares; 2025Q3: 560,445 shares; 2025Q4: 582,015 shares 582,015 $20.9M 0.1% +21,570 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,877 shares; 2024Q4: 1,180,848 shares; 2025Q1: 1,307,698 shares; 2025Q2: 1,192,904 shares; 2025Q3: 960,848 shares; 2025Q4: 631,233 shares 631,233 $20.8M 0.1% -329,615 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: 144,553 shares; 2024Q4: 163,738 shares; 2025Q1: 223,303 shares; 2025Q2: 245,641 shares; 2025Q3: 312,114 shares; 2025Q4: 256,774 shares 256,774 $20.8M 0.1% -55,340 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,375 shares; 2024Q4: 145,205 shares; 2025Q1: 127,337 shares; 2025Q2: 124,217 shares; 2025Q3: 111,867 shares; 2025Q4: 101,532 shares 101,532 $20.8M 0.1% -10,335 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: 1,574,866 shares; 2024Q4: 1,274,829 shares; 2025Q1: 993,479 shares; 2025Q2: 892,476 shares; 2025Q3: 753,621 shares; 2025Q4: 710,258 shares 710,258 $20.8M 0.1% -43,363 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: 136,710 shares; 2024Q4: 154,653 shares; 2025Q1: 156,082 shares; 2025Q2: 168,093 shares; 2025Q3: 157,609 shares; 2025Q4: 157,008 shares 157,008 $20.8M 0.1% -601 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: 228,202 shares; 2024Q4: 236,248 shares; 2025Q1: 245,100 shares; 2025Q2: 258,090 shares; 2025Q3: 229,046 shares; 2025Q4: 258,610 shares 258,610 $20.8M 0.1% +29,564 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,081 shares; 2024Q4: 164,545 shares; 2025Q1: 177,194 shares; 2025Q2: 189,311 shares; 2025Q3: 201,681 shares; 2025Q4: 206,600 shares 206,600 $20.6M 0.1% +4,919 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: 159,421 shares; 2024Q4: 250,083 shares; 2025Q1: 157,139 shares; 2025Q2: 164,274 shares; 2025Q3: 166,661 shares; 2025Q4: 164,538 shares 164,538 $20.6M 0.1% -2,123 Timeline DNL 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: 674,630 shares; 2024Q4: 632,259 shares; 2025Q1: 573,845 shares; 2025Q2: 532,161 shares; 2025Q3: 496,040 shares; 2025Q4: 495,780 shares 495,780 $20.4M 0.1% -260 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 549,372 shares; 2025Q2: 536,727 shares; 2025Q3: 784,448 shares; 2025Q4: 958,483 shares 958,483 $20.3M 0.1% +174,035 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: 190,278 shares; 2024Q4: 190,026 shares; 2025Q1: 182,566 shares; 2025Q2: 236,009 shares; 2025Q3: 267,850 shares; 2025Q4: 271,488 shares 271,488 $20.3M 0.1% +3,638 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,914 shares; 2024Q4: 110,590 shares; 2025Q1: 233,129 shares; 2025Q2: 264,431 shares; 2025Q3: 359,431 shares; 2025Q4: 397,990 shares 397,990 $20.2M 0.1% +38,559 Timeline AUSF 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: 200,299 shares; 2024Q4: 218,104 shares; 2025Q1: 279,356 shares; 2025Q2: 306,772 shares; 2025Q3: 315,631 shares; 2025Q4: 428,231 shares 428,231 $19.9M 0.09% +112,600 Timeline EPI 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: 200,632 shares; 2024Q4: 202,422 shares; 2025Q1: 266,499 shares; 2025Q2: 332,876 shares; 2025Q3: 332,647 shares; 2025Q4: 428,514 shares 428,514 $19.8M 0.09% +95,867 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323,207 shares; 2025Q3: 342,455 shares; 2025Q4: 363,482 shares 363,482 $19.6M 0.09% +21,027 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: 154,845 shares; 2024Q4: 150,105 shares; 2025Q1: 147,085 shares; 2025Q2: 171,812 shares; 2025Q3: 196,484 shares; 2025Q4: 204,233 shares 204,233 $19.6M 0.09% +7,749 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: 63,121 shares; 2024Q4: 71,842 shares; 2025Q1: 111,867 shares; 2025Q2: 107,245 shares; 2025Q3: 74,380 shares; 2025Q4: 78,330 shares 78,330 $19.6M 0.09% +3,950 Timeline SPGM 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: 843,097 shares; 2024Q4: 795,930 shares; 2025Q1: 283,317 shares; 2025Q2: 277,170 shares; 2025Q3: 255,950 shares; 2025Q4: 255,516 shares 255,516 $19.6M 0.09% -434 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,669 shares; 2024Q4: 195,976 shares; 2025Q1: 206,994 shares; 2025Q2: 208,957 shares; 2025Q3: 209,122 shares; 2025Q4: 215,474 shares 215,474 $19.5M 0.09% +6,352 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: 55,723 shares; 2024Q4: 54,784 shares; 2025Q1: 56,651 shares; 2025Q2: 51,385 shares; 2025Q3: 48,406 shares; 2025Q4: 52,638 shares 52,638 $19.5M 0.09% +4,232 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: 849,585 shares; 2024Q4: 665,476 shares; 2025Q1: 707,714 shares; 2025Q2: 697,095 shares; 2025Q3: 678,416 shares; 2025Q4: 781,712 shares 781,712 $19.5M 0.09% +103,296 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,893 shares; 2024Q4: 391,446 shares; 2025Q1: 519,202 shares; 2025Q2: 486,797 shares; 2025Q3: 628,755 shares; 2025Q4: 696,584 shares 696,584 $19.2M 0.09% +67,829 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: 104,662 shares; 2024Q4: 107,486 shares; 2025Q1: 107,295 shares; 2025Q2: 105,271 shares; 2025Q3: 87,961 shares; 2025Q4: 91,522 shares 91,522 $19.1M 0.09% +3,561 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: 414,635 shares; 2024Q4: 10,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 873,195 shares 873,195 $19.1M 0.09% new 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: 89,715 shares; 2024Q4: 91,424 shares; 2025Q1: 99,210 shares; 2025Q2: 115,656 shares; 2025Q3: 110,157 shares; 2025Q4: 111,114 shares 111,114 $19M 0.09% +957 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: 46,178 shares; 2024Q4: 51,253 shares; 2025Q1: 51,896 shares; 2025Q2: 46,529 shares; 2025Q3: 38,193 shares; 2025Q4: 38,821 shares 38,821 $18.8M 0.09% +628 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: 493,372 shares; 2024Q4: 499,129 shares; 2025Q1: 685,307 shares; 2025Q2: 625,990 shares; 2025Q3: 546,392 shares; 2025Q4: 707,886 shares 707,886 $18.7M 0.09% +161,494 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: 92,404 shares; 2024Q4: 101,266 shares; 2025Q1: 116,401 shares; 2025Q2: 111,818 shares; 2025Q3: 112,407 shares; 2025Q4: 120,972 shares 120,972 $18.6M 0.09% +8,565 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,604 shares; 2024Q4: 189,650 shares; 2025Q1: 233,241 shares; 2025Q2: 391,493 shares; 2025Q3: 437,410 shares; 2025Q4: 531,188 shares 531,188 $18.5M 0.09% +93,778 Timeline GOVI 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: 173,054 shares; 2024Q4: 317,424 shares; 2025Q1: 325,073 shares; 2025Q2: 920,788 shares; 2025Q3: 875,499 shares; 2025Q4: 670,013 shares 670,013 $18.5M 0.09% -205,486 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: 58,270 shares; 2024Q4: 53,261 shares; 2025Q1: 51,390 shares; 2025Q2: 52,073 shares; 2025Q3: 52,363 shares; 2025Q4: 56,048 shares 56,048 $18.3M 0.09% +3,685 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,405 shares; 2024Q4: 132,340 shares; 2025Q1: 132,284 shares; 2025Q2: 133,980 shares; 2025Q3: 133,334 shares; 2025Q4: 133,716 shares 133,716 $18.3M 0.09% +382 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,578 shares; 2024Q4: 309,340 shares; 2025Q1: 294,460 shares; 2025Q2: 294,662 shares; 2025Q3: 268,851 shares; 2025Q4: 237,175 shares 237,175 $18.2M 0.09% -31,676 Timeline AGGY 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: 515,349 shares; 2024Q4: 534,171 shares; 2025Q1: 495,594 shares; 2025Q2: 394,718 shares; 2025Q3: 395,709 shares; 2025Q4: 413,202 shares 413,202 $18.2M 0.09% +17,493 Timeline SLYG 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: 198,790 shares; 2024Q4: 203,043 shares; 2025Q1: 185,192 shares; 2025Q2: 141,086 shares; 2025Q3: 136,714 shares; 2025Q4: 191,236 shares 191,236 $18M 0.08% +54,522 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,919 shares; 2024Q4: 315,428 shares; 2025Q1: 281,278 shares; 2025Q2: 282,950 shares; 2025Q3: 278,477 shares; 2025Q4: 371,496 shares 371,496 $17.8M 0.08% +93,019 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,984 shares; 2024Q4: 195,120 shares; 2025Q1: 185,625 shares; 2025Q2: 229,406 shares; 2025Q3: 225,208 shares; 2025Q4: 281,906 shares 281,906 $17.7M 0.08% +56,698 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: 154,527 shares; 2025Q3: 219,906 shares; 2025Q4: 459,060 shares 459,060 $17.7M 0.08% +239,154 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,609 shares; 2024Q4: 247,577 shares; 2025Q1: 268,354 shares; 2025Q2: 295,151 shares; 2025Q3: 339,002 shares; 2025Q4: 381,213 shares 381,213 $17.6M 0.08% +42,211 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: 62,928 shares; 2024Q4: 96,877 shares; 2025Q1: 97,156 shares; 2025Q2: 139,653 shares; 2025Q3: 137,909 shares; 2025Q4: 140,475 shares 140,475 $17.4M 0.08% +2,566 Timeline TMSL 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: 7,650 shares; 2024Q4: 51,061 shares; 2025Q1: 227,274 shares; 2025Q2: 254,548 shares; 2025Q3: 429,715 shares; 2025Q4: 476,286 shares 476,286 $17.1M 0.08% +46,571 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,526 shares; 2024Q4: 186,731 shares; 2025Q1: 225,366 shares; 2025Q2: 335,047 shares; 2025Q3: 119,892 shares; 2025Q4: 195,074 shares 195,074 $17M 0.08% +75,182 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: 252,068 shares; 2024Q4: 246,091 shares; 2025Q1: 282,383 shares; 2025Q2: 261,730 shares; 2025Q3: 287,400 shares; 2025Q4: 335,389 shares 335,389 $17M 0.08% +47,989 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: 162,392 shares; 2024Q4: 159,205 shares; 2025Q1: 172,068 shares; 2025Q2: 187,594 shares; 2025Q3: 191,885 shares; 2025Q4: 199,333 shares 199,333 $16.9M 0.08% +7,448 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: 159,512 shares; 2024Q4: 168,775 shares; 2025Q1: 203,007 shares; 2025Q2: 223,022 shares; 2025Q3: 191,835 shares; 2025Q4: 208,974 shares 208,974 $16.8M 0.08% +17,139 Timeline TGRT 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: 364,689 shares; 2024Q4: 369,884 shares; 2025Q1: 369,793 shares; 2025Q2: 376,589 shares; 2025Q3: 379,659 shares; 2025Q4: 380,315 shares 380,315 $16.8M 0.08% +656 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,295 shares; 2024Q4: 318,296 shares; 2025Q1: 370,123 shares; 2025Q2: 444,601 shares; 2025Q3: 515,755 shares; 2025Q4: 475,632 shares 475,632 $16.8M 0.08% -40,123 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,210 shares; 2024Q4: 167,534 shares; 2025Q1: 173,836 shares; 2025Q2: 182,097 shares; 2025Q3: 186,463 shares; 2025Q4: 183,354 shares 183,354 $16.8M 0.08% -3,109 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: 55,947 shares; 2024Q4: 72,579 shares; 2025Q1: 68,438 shares; 2025Q2: 68,939 shares; 2025Q3: 71,536 shares; 2025Q4: 69,237 shares 69,237 $16.7M 0.08% -2,299 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: 38,179 shares; 2024Q4: 81,859 shares; 2025Q1: 85,117 shares; 2025Q2: 90,050 shares; 2025Q3: 87,432 shares; 2025Q4: 89,959 shares 89,959 $16.6M 0.08% +2,527 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,385 shares; 2024Q4: 172,626 shares; 2025Q1: 188,349 shares; 2025Q2: 206,695 shares; 2025Q3: 200,340 shares; 2025Q4: 212,332 shares 212,332 $16.5M 0.08% +11,992 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,539 shares; 2024Q4: 103,222 shares; 2025Q1: 155,282 shares; 2025Q2: 163,185 shares; 2025Q3: 171,228 shares; 2025Q4: 178,608 shares 178,608 $16.5M 0.08% +7,380 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: 175,955 shares; 2024Q4: 177,876 shares; 2025Q1: 183,336 shares; 2025Q2: 184,333 shares; 2025Q3: 174,492 shares; 2025Q4: 168,929 shares 168,929 $16.3M 0.08% -5,563 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,934 shares; 2024Q4: 51,572 shares; 2025Q1: 88,064 shares; 2025Q2: 97,272 shares; 2025Q3: 98,081 shares; 2025Q4: 100,034 shares 100,034 $16.2M 0.08% +1,953 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: 357,845 shares; 2024Q4: 369,445 shares; 2025Q1: 391,291 shares; 2025Q2: 255,094 shares; 2025Q3: 231,544 shares; 2025Q4: 157,056 shares 157,056 $16M 0.08% -74,488 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,971 shares; 2024Q4: 187,542 shares; 2025Q1: 190,994 shares; 2025Q2: 229,882 shares; 2025Q3: 240,480 shares; 2025Q4: 272,520 shares 272,520 $16M 0.08% +32,040 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,687 shares; 2024Q4: 256,154 shares; 2025Q1: 399,004 shares; 2025Q2: 467,152 shares; 2025Q3: 446,112 shares; 2025Q4: 491,362 shares 491,362 $16M 0.08% +45,250 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,672 shares; 2024Q4: 255,882 shares; 2025Q1: 118,328 shares; 2025Q2: 109,502 shares; 2025Q3: 108,418 shares; 2025Q4: 114,377 shares 114,377 $15.9M 0.07% +5,959 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: 107,559 shares; 2024Q4: 205,587 shares; 2025Q1: 105,803 shares; 2025Q2: 104,111 shares; 2025Q3: 100,168 shares; 2025Q4: 99,390 shares 99,390 $15.9M 0.07% -778 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: 244,007 shares; 2024Q4: 234,497 shares; 2025Q1: 238,566 shares; 2025Q2: 236,180 shares; 2025Q3: 238,752 shares; 2025Q4: 263,342 shares 263,342 $15.8M 0.07% +24,590 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 61,748 shares; 2025Q1: 198,409 shares; 2025Q2: 245,374 shares; 2025Q3: 242,461 shares; 2025Q4: 299,794 shares 299,794 $15.8M 0.07% +57,333 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: 71,399 shares; 2024Q4: 70,453 shares; 2025Q1: 77,943 shares; 2025Q2: 78,788 shares; 2025Q3: 69,685 shares; 2025Q4: 59,291 shares 59,291 $15.7M 0.07% -10,394 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: 157,922 shares; 2024Q4: 159,448 shares; 2025Q1: 131,635 shares; 2025Q2: 131,994 shares; 2025Q3: 131,672 shares; 2025Q4: 134,573 shares 134,573 $15.7M 0.07% +2,901 Timeline SPHD 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: 176,048 shares; 2024Q4: 187,642 shares; 2025Q1: 192,089 shares; 2025Q2: 241,738 shares; 2025Q3: 231,970 shares; 2025Q4: 323,589 shares 323,589 $15.5M 0.07% +91,619 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,571 shares; 2025Q3: 42,736 shares; 2025Q4: 297,350 shares 297,350 $15.5M 0.07% +254,614 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,977 shares; 2024Q4: 81,799 shares; 2025Q1: 81,515 shares; 2025Q2: 77,233 shares; 2025Q3: 76,085 shares; 2025Q4: 73,982 shares 73,982 $15.4M 0.07% -2,103 Timeline IDMO 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: 8,847 shares; 2024Q4: 37,429 shares; 2025Q1: 41,626 shares; 2025Q2: 85,407 shares; 2025Q3: 90,430 shares; 2025Q4: 277,622 shares 277,622 $15.4M 0.07% +187,192 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,567 shares; 2024Q4: 167,246 shares; 2025Q1: 360,581 shares; 2025Q2: 416,973 shares; 2025Q3: 388,552 shares; 2025Q4: 381,920 shares 381,920 $15.4M 0.07% -6,632 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: 187,775 shares; 2024Q4: 188,665 shares; 2025Q1: 191,293 shares; 2025Q2: 192,510 shares; 2025Q3: 196,046 shares; 2025Q4: 192,687 shares 192,687 $15.4M 0.07% -3,359 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS 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: 406,938 shares; 2025Q4: 436,497 shares 436,497 $15.3M 0.07% +29,559 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,951 shares; 2024Q4: 224,115 shares; 2025Q1: 328,279 shares; 2025Q2: 410,544 shares; 2025Q3: 281,795 shares; 2025Q4: 302,028 shares 302,028 $15.2M 0.07% +20,233 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: 277,409 shares; 2024Q4: 315,029 shares; 2025Q1: 367,228 shares; 2025Q2: 419,929 shares; 2025Q3: 328,985 shares; 2025Q4: 327,406 shares 327,406 $15.2M 0.07% -1,579 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: 85,841 shares; 2024Q4: 88,468 shares; 2025Q1: 88,125 shares; 2025Q2: 83,044 shares; 2025Q3: 76,762 shares; 2025Q4: 77,535 shares 77,535 $15.1M 0.07% +773 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: 666,919 shares; 2024Q4: 637,445 shares; 2025Q1: 655,847 shares; 2025Q2: 683,823 shares; 2025Q3: 686,976 shares; 2025Q4: 608,855 shares 608,855 $15.1M 0.07% -78,121 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,760 shares; 2024Q4: 88,065 shares; 2025Q1: 145,439 shares; 2025Q2: 158,313 shares; 2025Q3: 161,359 shares; 2025Q4: 157,255 shares 157,255 $15M 0.07% -4,104 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: 107,367 shares; 2024Q4: 104,647 shares; 2025Q1: 105,585 shares; 2025Q2: 103,397 shares; 2025Q3: 149,559 shares; 2025Q4: 154,214 shares 154,214 $14.8M 0.07% +4,655 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,054 shares; 2024Q4: 770,576 shares; 2025Q1: 439,910 shares; 2025Q2: 406,758 shares; 2025Q3: 377,951 shares; 2025Q4: 557,996 shares 557,996 $14.8M 0.07% +180,045 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: 586,952 shares; 2024Q4: 627,331 shares; 2025Q1: 706,931 shares; 2025Q2: 791,728 shares; 2025Q3: 843,662 shares; 2025Q4: 833,788 shares 833,788 $14.8M 0.07% -9,874 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: 21,880 shares; 2024Q4: 23,228 shares; 2025Q1: 34,696 shares; 2025Q2: 35,580 shares; 2025Q3: 35,973 shares; 2025Q4: 41,733 shares 41,733 $14.7M 0.07% +5,760 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: 2,435 shares; 2024Q4: 2,425 shares; 2025Q1: 2,768 shares; 2025Q2: 2,727 shares; 2025Q3: 2,756 shares; 2025Q4: 2,751 shares 2,751 $14.7M 0.07% -5 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: 83,214 shares; 2024Q4: 83,566 shares; 2025Q1: 84,986 shares; 2025Q2: 90,942 shares; 2025Q3: 90,561 shares; 2025Q4: 91,755 shares 91,755 $14.7M 0.07% +1,194 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: 73,405 shares; 2024Q4: 72,286 shares; 2025Q1: 74,581 shares; 2025Q2: 75,831 shares; 2025Q3: 80,771 shares; 2025Q4: 81,974 shares 81,974 $14.6M 0.07% +1,203 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: 254,256 shares; 2024Q4: 250,311 shares; 2025Q1: 280,634 shares; 2025Q2: 251,620 shares; 2025Q3: 254,379 shares; 2025Q4: 269,320 shares 269,320 $14.5M 0.07% +14,941 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653,898 shares; 2024Q4: 636,023 shares; 2025Q1: 621,414 shares; 2025Q2: 264,593 shares; 2025Q3: 225,006 shares; 2025Q4: 234,983 shares 234,983 $14.4M 0.07% +9,977 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: 38,564 shares; 2024Q4: 40,021 shares; 2025Q1: 43,354 shares; 2025Q2: 43,913 shares; 2025Q3: 45,687 shares; 2025Q4: 44,531 shares 44,531 $14.2M 0.07% -1,156 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,043 shares; 2024Q4: 169,185 shares; 2025Q1: 164,961 shares; 2025Q2: 158,798 shares; 2025Q3: 146,037 shares; 2025Q4: 136,123 shares 136,123 $14.2M 0.07% -9,914 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,526 shares; 2024Q4: 92,225 shares; 2025Q1: 94,876 shares; 2025Q2: 92,169 shares; 2025Q3: 99,909 shares; 2025Q4: 256,231 shares 256,231 $14M 0.07% +156,322 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,910 shares; 2024Q4: 14,267 shares; 2025Q1: 16,935 shares; 2025Q2: 18,443 shares; 2025Q3: 17,821 shares; 2025Q4: 24,735 shares 24,735 $14M 0.07% +6,914 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,541 shares; 2025Q1: 11,296 shares; 2025Q2: 12,390 shares; 2025Q3: 12,697 shares; 2025Q4: 13,080 shares 13,080 $14M 0.07% +383 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: 232,317 shares; 2024Q4: 250,094 shares; 2025Q1: 303,507 shares; 2025Q2: 326,631 shares; 2025Q3: 248,058 shares; 2025Q4: 297,182 shares 297,182 $14M 0.07% +49,124 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,849 shares; 2024Q4: 283,641 shares; 2025Q1: 226,072 shares; 2025Q2: 234,158 shares; 2025Q3: 285,818 shares; 2025Q4: 302,083 shares 302,083 $13.8M 0.06% +16,265 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,347 shares; 2024Q4: 81,962 shares; 2025Q1: 47,210 shares; 2025Q2: 77,198 shares; 2025Q3: 54,276 shares; 2025Q4: 115,341 shares 115,341 $13.8M 0.06% +61,065 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: 104,868 shares; 2024Q4: 104,629 shares; 2025Q1: 115,546 shares; 2025Q2: 110,166 shares; 2025Q3: 126,858 shares; 2025Q4: 138,601 shares 138,601 $13.7M 0.06% +11,743 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 12,319 shares; 2025Q1: 14,276 shares; 2025Q2: 19,191 shares; 2025Q3: 21,822 shares; 2025Q4: 17,768 shares 17,768 $13.7M 0.06% -4,054 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: 111,948 shares; 2025Q3: 243,755 shares; 2025Q4: 409,014 shares 409,014 $13.6M 0.06% +165,259 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,307 shares; 2024Q4: 907,869 shares; 2025Q1: 394,631 shares; 2025Q2: 534,668 shares; 2025Q3: 362,928 shares; 2025Q4: 269,492 shares 269,492 $13.6M 0.06% -93,436 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 15 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 18 shares 18 $13.6M 0.06% -1 Timeline RWR 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: 117,181 shares; 2024Q4: 119,247 shares; 2025Q1: 124,433 shares; 2025Q2: 126,908 shares; 2025Q3: 131,298 shares; 2025Q4: 137,192 shares 137,192 $13.5M 0.06% +5,894 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,051 shares; 2024Q4: 105,522 shares; 2025Q1: 107,080 shares; 2025Q2: 110,609 shares; 2025Q3: 113,989 shares; 2025Q4: 95,449 shares 95,449 $13.5M 0.06% -18,540 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: 40,738 shares; 2024Q4: 34,560 shares; 2025Q1: 35,963 shares; 2025Q2: 37,407 shares; 2025Q3: 34,082 shares; 2025Q4: 35,715 shares 35,715 $13.3M 0.06% +1,633 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,174 shares; 2025Q3: 10,573 shares; 2025Q4: 165,588 shares 165,588 $13.3M 0.06% +155,015 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,263 shares; 2024Q4: 390,235 shares; 2025Q1: 414,611 shares; 2025Q2: 436,635 shares; 2025Q3: 424,551 shares; 2025Q4: 412,766 shares 412,766 $13.2M 0.06% -11,785 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066,122 shares; 2024Q4: 702,190 shares; 2025Q1: 735,465 shares; 2025Q2: 519,740 shares; 2025Q3: 510,894 shares; 2025Q4: 586,996 shares 586,996 $13.2M 0.06% +76,102 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: 114,629 shares; 2024Q4: 102,151 shares; 2025Q1: 101,280 shares; 2025Q2: 101,266 shares; 2025Q3: 107,188 shares; 2025Q4: 108,085 shares 108,085 $13.1M 0.06% +897 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,125 shares; 2024Q4: 441,580 shares; 2025Q1: 472,204 shares; 2025Q2: 439,861 shares; 2025Q3: 450,464 shares; 2025Q4: 522,056 shares 522,056 $13.1M 0.06% +71,592 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,653 shares; 2024Q4: 197,479 shares; 2025Q1: 177,571 shares; 2025Q2: 172,923 shares; 2025Q3: 162,233 shares; 2025Q4: 151,263 shares 151,263 $13M 0.06% -10,970 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: 398,370 shares; 2024Q4: 388,085 shares; 2025Q1: 402,715 shares; 2025Q2: 426,708 shares; 2025Q3: 437,833 shares; 2025Q4: 461,365 shares 461,365 $13M 0.06% +23,532 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: 55,037 shares; 2025Q1: 60,701 shares; 2025Q2: 64,994 shares; 2025Q3: 63,506 shares; 2025Q4: 75,275 shares 75,275 $12.9M 0.06% +11,769 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: 790,095 shares; 2024Q4: 676,002 shares; 2025Q1: 740,574 shares; 2025Q2: 622,534 shares; 2025Q3: 633,723 shares; 2025Q4: 558,195 shares 558,195 $12.9M 0.06% -75,528 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,578 shares; 2024Q4: 32,316 shares; 2025Q1: 177,815 shares; 2025Q2: 217,951 shares; 2025Q3: 215,869 shares; 2025Q4: 250,709 shares 250,709 $12.8M 0.06% +34,840 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,385 shares; 2024Q4: 20,254 shares; 2025Q1: 19,895 shares; 2025Q2: 39,294 shares; 2025Q3: 44,477 shares; 2025Q4: 41,214 shares 41,214 $12.8M 0.06% -3,263 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: 46,511 shares; 2024Q4: 45,802 shares; 2025Q1: 44,442 shares; 2025Q2: 43,343 shares; 2025Q3: 42,054 shares; 2025Q4: 44,169 shares 44,169 $12.7M 0.06% +2,115 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: 81,990 shares; 2024Q4: 111,178 shares; 2025Q1: 140,780 shares; 2025Q2: 165,460 shares; 2025Q3: 204,472 shares; 2025Q4: 249,693 shares 249,693 $12.7M 0.06% +45,221 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,482 shares; 2024Q4: 97,369 shares; 2025Q1: 119,728 shares; 2025Q2: 248,340 shares; 2025Q3: 267,132 shares; 2025Q4: 246,506 shares 246,506 $12.6M 0.06% -20,626 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: 108,809 shares; 2024Q4: 83,124 shares; 2025Q1: 54,236 shares; 2025Q2: 47,634 shares; 2025Q3: 53,916 shares; 2025Q4: 81,847 shares 81,847 $12.5M 0.06% +27,931 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,345 shares; 2024Q4: 396,485 shares; 2025Q1: 416,415 shares; 2025Q2: 432,620 shares; 2025Q3: 461,317 shares; 2025Q4: 401,933 shares 401,933 $12.5M 0.06% -59,384 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,266 shares; 2024Q4: 109,902 shares; 2025Q1: 109,213 shares; 2025Q2: 91,010 shares; 2025Q3: 89,179 shares; 2025Q4: 272,148 shares 272,148 $12.5M 0.06% +182,969 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,814 shares; 2024Q4: 85,355 shares; 2025Q1: 108,096 shares; 2025Q2: 187,123 shares; 2025Q3: 218,779 shares; 2025Q4: 271,259 shares 271,259 $12.4M 0.06% +52,480 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: 65,143 shares; 2024Q4: 58,381 shares; 2025Q1: 36,478 shares; 2025Q2: 45,770 shares; 2025Q3: 54,418 shares; 2025Q4: 57,603 shares 57,603 $12.4M 0.06% +3,185 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,848 shares; 2024Q4: 347,811 shares; 2025Q1: 382,382 shares; 2025Q2: 394,643 shares; 2025Q3: 445,422 shares; 2025Q4: 541,171 shares 541,171 $12.3M 0.06% +95,749 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: 175,367 shares; 2024Q4: 181,325 shares; 2025Q1: 192,560 shares; 2025Q2: 197,479 shares; 2025Q3: 208,556 shares; 2025Q4: 212,487 shares 212,487 $12.3M 0.06% +3,931 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,486 shares; 2024Q4: 208,344 shares; 2025Q1: 339,276 shares; 2025Q2: 317,271 shares; 2025Q3: 405,020 shares; 2025Q4: 470,153 shares 470,153 $12.2M 0.06% +65,133 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,208 shares; 2024Q4: 321,786 shares; 2025Q1: 429,412 shares; 2025Q2: 400,560 shares; 2025Q3: 432,719 shares; 2025Q4: 435,523 shares 435,523 $12.2M 0.06% +2,804 Timeline XNTK 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: 28,386 shares; 2024Q4: 24,628 shares; 2025Q1: 16,507 shares; 2025Q2: 14,962 shares; 2025Q3: 17,205 shares; 2025Q4: 43,546 shares 43,546 $12.1M 0.06% +26,341 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,007 shares; 2024Q4: 80,991 shares; 2025Q1: 77,899 shares; 2025Q2: 87,981 shares; 2025Q3: 94,249 shares; 2025Q4: 77,175 shares 77,175 $12.1M 0.06% -17,074 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: 68,249 shares; 2024Q4: 71,197 shares; 2025Q1: 70,130 shares; 2025Q2: 68,809 shares; 2025Q3: 71,836 shares; 2025Q4: 69,427 shares 69,427 $12M 0.06% -2,409 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: 35,679 shares; 2024Q4: 34,109 shares; 2025Q1: 33,683 shares; 2025Q2: 37,772 shares; 2025Q3: 37,379 shares; 2025Q4: 38,203 shares 38,203 $12M 0.06% +824 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,755 shares; 2024Q4: 133,784 shares; 2025Q1: 134,222 shares; 2025Q2: 133,771 shares; 2025Q3: 133,414 shares; 2025Q4: 131,641 shares 131,641 $12M 0.06% -1,773 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: 33,443 shares; 2024Q4: 34,198 shares; 2025Q1: 39,267 shares; 2025Q2: 116,625 shares; 2025Q3: 129,012 shares; 2025Q4: 133,053 shares 133,053 $12M 0.06% +4,041 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,614 shares 182,614 $12M 0.06% new Timeline XME 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: 52,648 shares; 2024Q4: 43,751 shares; 2025Q1: 36,722 shares; 2025Q2: 32,430 shares; 2025Q3: 95,843 shares; 2025Q4: 114,867 shares 114,867 $11.9M 0.06% +19,024 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: 251,402 shares; 2024Q4: 527,942 shares; 2025Q1: 495,217 shares; 2025Q2: 521,685 shares; 2025Q3: 586,474 shares; 2025Q4: 259,529 shares 259,529 $11.8M 0.06% -326,945 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: 170,125 shares; 2024Q4: 187,543 shares; 2025Q1: 232,763 shares; 2025Q2: 260,816 shares; 2025Q3: 233,876 shares; 2025Q4: 234,583 shares 234,583 $11.8M 0.06% +707 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: 24,393 shares; 2024Q4: 25,475 shares; 2025Q1: 24,224 shares; 2025Q2: 24,836 shares; 2025Q3: 36,184 shares; 2025Q4: 33,528 shares 33,528 $11.7M 0.06% -2,656 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,223 shares; 2024Q4: 128,852 shares; 2025Q1: 124,514 shares; 2025Q2: 119,623 shares; 2025Q3: 94,947 shares; 2025Q4: 91,061 shares 91,061 $11.7M 0.06% -3,886 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,157 shares; 2024Q4: 646,104 shares; 2025Q1: 654,133 shares; 2025Q2: 746,817 shares; 2025Q3: 740,152 shares; 2025Q4: 710,181 shares 710,181 $11.7M 0.06% -29,971 Timeline EZM 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: 191,184 shares; 2024Q4: 206,169 shares; 2025Q1: 207,854 shares; 2025Q2: 211,477 shares; 2025Q3: 165,341 shares; 2025Q4: 173,630 shares 173,630 $11.6M 0.05% +8,289 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,777 shares; 2024Q4: 68,536 shares; 2025Q1: 82,999 shares; 2025Q2: 67,652 shares; 2025Q3: 81,141 shares; 2025Q4: 102,306 shares 102,306 $11.6M 0.05% +21,165 Timeline FTGS 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: 307,061 shares; 2024Q4: 337,660 shares; 2025Q1: 335,759 shares; 2025Q2: 336,920 shares; 2025Q3: 373,778 shares; 2025Q4: 327,143 shares 327,143 $11.6M 0.05% -46,635 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,517 shares; 2024Q4: 131,821 shares; 2025Q1: 137,415 shares; 2025Q2: 135,044 shares; 2025Q3: 137,330 shares; 2025Q4: 130,422 shares 130,422 $11.5M 0.05% -6,908 Timeline PWB 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: 97,333 shares; 2024Q4: 95,243 shares; 2025Q1: 93,311 shares; 2025Q2: 92,304 shares; 2025Q3: 91,822 shares; 2025Q4: 90,337 shares 90,337 $11.5M 0.05% -1,485 Timeline VPU 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: 46,731 shares; 2024Q4: 48,769 shares; 2025Q1: 54,742 shares; 2025Q2: 68,922 shares; 2025Q3: 64,478 shares; 2025Q4: 61,737 shares 61,737 $11.4M 0.05% -2,741 Timeline KORP 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: 25,185 shares; 2024Q4: 38,652 shares; 2025Q1: 43,965 shares; 2025Q2: 57,052 shares; 2025Q3: 227,417 shares; 2025Q4: 240,733 shares 240,733 $11.4M 0.05% +13,316 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,169 shares; 2024Q4: 292,459 shares; 2025Q1: 287,183 shares; 2025Q2: 150,036 shares; 2025Q3: 142,483 shares; 2025Q4: 152,797 shares 152,797 $11.3M 0.05% +10,314 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,425 shares; 2024Q4: 38,176 shares; 2025Q1: 36,145 shares; 2025Q2: 34,901 shares; 2025Q3: 35,376 shares; 2025Q4: 37,210 shares 37,210 $11.2M 0.05% +1,834 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,790 shares; 2025Q1: 110,874 shares; 2025Q2: 118,839 shares; 2025Q3: 125,790 shares; 2025Q4: 143,564 shares 143,564 $11.2M 0.05% +17,774 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,073 shares; 2024Q4: 49,719 shares; 2025Q1: 46,396 shares; 2025Q2: 123,364 shares; 2025Q3: 131,317 shares; 2025Q4: 131,500 shares 131,500 $11.2M 0.05% +183 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: 38,690 shares; 2024Q4: 48,297 shares; 2025Q1: 44,357 shares; 2025Q2: 38,957 shares; 2025Q3: 42,121 shares; 2025Q4: 40,270 shares 40,270 $11.2M 0.05% -1,851 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: 12,190 shares; 2024Q4: 11,622 shares; 2025Q1: 15,698 shares; 2025Q2: 14,530 shares; 2025Q3: 15,209 shares; 2025Q4: 72,749 shares 72,749 $11.1M 0.05% +57,540 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,369 shares; 2024Q4: 99,190 shares; 2025Q1: 136,806 shares; 2025Q2: 372,800 shares; 2025Q3: 336,645 shares; 2025Q4: 373,637 shares 373,637 $11.1M 0.05% +36,992 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,746 shares; 2024Q4: 92,030 shares; 2025Q1: 91,943 shares; 2025Q2: 93,986 shares; 2025Q3: 92,037 shares; 2025Q4: 93,356 shares 93,356 $11.1M 0.05% +1,319 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: 120,366 shares; 2024Q4: 161,588 shares; 2025Q1: 162,938 shares; 2025Q2: 83,173 shares; 2025Q3: 84,161 shares; 2025Q4: 84,442 shares 84,442 $11M 0.05% +281 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: 33,310 shares; 2024Q4: 38,049 shares; 2025Q1: 37,938 shares; 2025Q2: 35,936 shares; 2025Q3: 40,080 shares; 2025Q4: 40,881 shares 40,881 $11M 0.05% +801 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,101 shares; 2024Q4: 33,564 shares; 2025Q1: 71,003 shares; 2025Q2: 41,457 shares; 2025Q3: 57,439 shares; 2025Q4: 71,997 shares 71,997 $10.9M 0.05% +14,558 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: 40,709 shares; 2024Q4: 40,565 shares; 2025Q1: 40,349 shares; 2025Q2: 44,532 shares; 2025Q3: 40,905 shares; 2025Q4: 47,260 shares 47,260 $10.9M 0.05% +6,355 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,248 shares; 2024Q4: 58,782 shares; 2025Q1: 61,068 shares; 2025Q2: 62,372 shares; 2025Q3: 64,231 shares; 2025Q4: 77,072 shares 77,072 $10.9M 0.05% +12,841 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: 100,975 shares; 2024Q4: 106,622 shares; 2025Q1: 91,926 shares; 2025Q2: 76,826 shares; 2025Q3: 83,949 shares; 2025Q4: 74,396 shares 74,396 $10.9M 0.05% -9,553 Timeline XHB 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: 62,144 shares; 2024Q4: 66,808 shares; 2025Q1: 59,705 shares; 2025Q2: 86,621 shares; 2025Q3: 93,520 shares; 2025Q4: 105,250 shares 105,250 $10.8M 0.05% +11,730 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: 414,564 shares; 2024Q4: 255,299 shares; 2025Q1: 251,645 shares; 2025Q2: 252,403 shares; 2025Q3: 242,077 shares; 2025Q4: 292,811 shares 292,811 $10.8M 0.05% +50,734 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: 118,946 shares; 2024Q4: 118,664 shares; 2025Q1: 118,660 shares; 2025Q2: 117,502 shares; 2025Q3: 113,002 shares; 2025Q4: 127,625 shares 127,625 $10.7M 0.05% +14,623 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,962 shares; 2024Q4: 232,210 shares; 2025Q1: 236,457 shares; 2025Q2: 244,264 shares; 2025Q3: 233,351 shares; 2025Q4: 266,951 shares 266,951 $10.7M 0.05% +33,600 Timeline PGX 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: 591,602 shares; 2024Q4: 590,956 shares; 2025Q1: 674,509 shares; 2025Q2: 947,056 shares; 2025Q3: 903,062 shares; 2025Q4: 953,170 shares 953,170 $10.7M 0.05% +50,108 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,512 shares; 2025Q1: 68,231 shares; 2025Q2: 74,191 shares; 2025Q3: 92,210 shares; 2025Q4: 113,936 shares 113,936 $10.6M 0.05% +21,726 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: 228,338 shares; 2024Q4: 252,904 shares; 2025Q1: 300,021 shares; 2025Q2: 281,958 shares; 2025Q3: 301,464 shares; 2025Q4: 215,900 shares 215,900 $10.6M 0.05% -85,564 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,221 shares; 2024Q4: 133,729 shares; 2025Q1: 115,113 shares; 2025Q2: 120,770 shares; 2025Q3: 144,083 shares; 2025Q4: 147,503 shares 147,503 $10.6M 0.05% +3,420 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: 43,329 shares; 2024Q4: 42,888 shares; 2025Q1: 41,184 shares; 2025Q2: 44,691 shares; 2025Q3: 44,883 shares; 2025Q4: 49,860 shares 49,860 $10.5M 0.05% +4,977 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,134 shares; 2024Q4: 45,743 shares; 2025Q1: 372,180 shares; 2025Q2: 252,610 shares; 2025Q3: 245,575 shares; 2025Q4: 385,767 shares 385,767 $10.5M 0.05% +140,192 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: 76,405 shares; 2024Q4: 75,922 shares; 2025Q1: 74,707 shares; 2025Q2: 76,869 shares; 2025Q3: 78,073 shares; 2025Q4: 89,501 shares 89,501 $10.5M 0.05% +11,428 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,225 shares; 2024Q4: 146,954 shares; 2025Q1: 157,672 shares; 2025Q2: 170,921 shares; 2025Q3: 172,752 shares; 2025Q4: 173,224 shares 173,224 $10.5M 0.05% +472 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,098 shares; 2024Q4: 26,365 shares; 2025Q1: 26,706 shares; 2025Q2: 29,081 shares; 2025Q3: 30,131 shares; 2025Q4: 29,097 shares 29,097 $10.4M 0.05% -1,034 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: 22,127 shares; 2024Q4: 21,663 shares; 2025Q1: 22,750 shares; 2025Q2: 18,463 shares; 2025Q3: 17,878 shares; 2025Q4: 17,863 shares 17,863 $10.4M 0.05% -15 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: 105,208 shares; 2024Q4: 211,353 shares; 2025Q1: 122,427 shares; 2025Q2: 130,413 shares; 2025Q3: 137,360 shares; 2025Q4: 129,370 shares 129,370 $10.3M 0.05% -7,990 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,828 shares; 2024Q4: 156,814 shares; 2025Q1: 177,763 shares; 2025Q2: 181,060 shares; 2025Q3: 191,212 shares; 2025Q4: 185,067 shares 185,067 $10.3M 0.05% -6,145 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: 30,898 shares; 2024Q4: 37,263 shares; 2025Q1: 33,737 shares; 2025Q2: 38,217 shares; 2025Q3: 39,461 shares; 2025Q4: 39,895 shares 39,895 $10.3M 0.05% +434 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: 224,314 shares; 2024Q4: 241,964 shares; 2025Q1: 220,180 shares; 2025Q2: 212,271 shares; 2025Q3: 194,446 shares; 2025Q4: 203,717 shares 203,717 $10.2M 0.05% +9,271 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,133 shares; 2024Q4: 248,171 shares; 2025Q1: 236,150 shares; 2025Q2: 149,688 shares; 2025Q3: 136,549 shares; 2025Q4: 140,557 shares 140,557 $10.2M 0.05% +4,008 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: 534,191 shares; 2024Q4: 539,164 shares; 2025Q1: 490,966 shares; 2025Q2: 490,929 shares; 2025Q3: 375,212 shares; 2025Q4: 337,752 shares 337,752 $10.2M 0.05% -37,460 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,166 shares; 2024Q4: 193,314 shares; 2025Q1: 202,747 shares; 2025Q2: 216,673 shares; 2025Q3: 215,626 shares; 2025Q4: 216,906 shares 216,906 $10.2M 0.05% +1,280 Timeline FDRR 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: 194,964 shares; 2024Q4: 177,740 shares; 2025Q1: 176,678 shares; 2025Q2: 176,789 shares; 2025Q3: 179,052 shares; 2025Q4: 166,291 shares 166,291 $10.1M 0.05% -12,761 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: 410,507 shares; 2024Q4: 471,110 shares; 2025Q1: 491,975 shares; 2025Q2: 578,015 shares; 2025Q3: 712,068 shares; 2025Q4: 785,844 shares 785,844 $10.1M 0.05% +73,776 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,544 shares; 2025Q1: 78,554 shares; 2025Q2: 209,603 shares; 2025Q3: 249,103 shares; 2025Q4: 277,941 shares 277,941 $10.1M 0.05% +28,838 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: 93,842 shares; 2024Q4: 98,159 shares; 2025Q1: 101,695 shares; 2025Q2: 100,818 shares; 2025Q3: 98,280 shares; 2025Q4: 101,016 shares 101,016 $10.1M 0.05% +2,736 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,906 shares; 2024Q4: 67,397 shares; 2025Q1: 63,423 shares; 2025Q2: 56,461 shares; 2025Q3: 44,593 shares; 2025Q4: 81,531 shares 81,531 $10.1M 0.05% +36,938 Timeline EFIV 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: 235,365 shares; 2024Q4: 241,180 shares; 2025Q1: 150,232 shares; 2025Q2: 151,874 shares; 2025Q3: 150,717 shares; 2025Q4: 151,788 shares 151,788 $10M 0.05% +1,071 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: 49,261 shares; 2025Q1: 71,578 shares; 2025Q2: 76,628 shares; 2025Q3: 76,568 shares; 2025Q4: 76,502 shares 76,502 $10M 0.05% -66 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: 45,631 shares; 2024Q4: 48,150 shares; 2025Q1: 50,365 shares; 2025Q2: 51,425 shares; 2025Q3: 48,857 shares; 2025Q4: 43,744 shares 43,744 $10M 0.05% -5,113 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,856 shares; 2025Q2: 306,478 shares; 2025Q3: 295,290 shares; 2025Q4: 389,848 shares 389,848 $9.96M 0.05% +94,558 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: 72,243 shares; 2024Q4: 91,148 shares; 2025Q1: 86,005 shares; 2025Q2: 98,841 shares; 2025Q3: 98,805 shares; 2025Q4: 93,139 shares 93,139 $9.94M 0.05% -5,666 Timeline TAXF 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: 204,142 shares; 2024Q4: 206,324 shares; 2025Q1: 207,785 shares; 2025Q2: 193,270 shares; 2025Q3: 195,687 shares; 2025Q4: 195,850 shares 195,850 $9.87M 0.05% +163 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,184 shares; 2024Q4: 232,771 shares; 2025Q1: 230,351 shares; 2025Q2: 273,679 shares; 2025Q3: 264,632 shares; 2025Q4: 155,736 shares 155,736 $9.84M 0.05% -108,896 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: 153,401 shares; 2024Q4: 108,897 shares; 2025Q1: 85,417 shares; 2025Q2: 85,066 shares; 2025Q3: 116,847 shares; 2025Q4: 101,564 shares 101,564 $9.77M 0.05% -15,283 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,544 shares; 2025Q1: 205,227 shares; 2025Q2: 224,840 shares; 2025Q3: 275,906 shares; 2025Q4: 305,546 shares 305,546 $9.76M 0.05% +29,640 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,392 shares; 2024Q4: 517,862 shares; 2025Q1: 432,449 shares; 2025Q2: 285,829 shares; 2025Q3: 199,308 shares; 2025Q4: 196,918 shares 196,918 $9.59M 0.05% -2,390 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,622 shares; 2024Q4: 377,758 shares; 2025Q1: 376,340 shares; 2025Q2: 294,891 shares; 2025Q3: 294,978 shares; 2025Q4: 280,216 shares 280,216 $9.57M 0.05% -14,762 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: 64,523 shares; 2024Q4: 63,321 shares; 2025Q1: 63,064 shares; 2025Q2: 94,844 shares; 2025Q3: 102,490 shares; 2025Q4: 103,693 shares 103,693 $9.53M 0.04% +1,203 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,058 shares; 2024Q4: 20,201 shares; 2025Q1: 31,499 shares; 2025Q2: 37,246 shares; 2025Q3: 101,397 shares; 2025Q4: 82,722 shares 82,722 $9.52M 0.04% -18,675 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: 30,222 shares; 2024Q4: 33,252 shares; 2025Q1: 25,685 shares; 2025Q2: 29,292 shares; 2025Q3: 24,406 shares; 2025Q4: 22,967 shares 22,967 $9.48M 0.04% -1,439 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: 18,918 shares; 2024Q4: 17,939 shares; 2025Q1: 17,901 shares; 2025Q2: 18,051 shares; 2025Q3: 18,323 shares; 2025Q4: 18,503 shares 18,503 $9.45M 0.04% +180 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,229 shares; 2024Q4: 115,919 shares; 2025Q1: 115,242 shares; 2025Q2: 114,453 shares; 2025Q3: 111,657 shares; 2025Q4: 107,830 shares 107,830 $9.44M 0.04% -3,827 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: 98,838 shares; 2024Q4: 119,581 shares; 2025Q1: 92,449 shares; 2025Q2: 81,468 shares; 2025Q3: 94,377 shares; 2025Q4: 194,553 shares 194,553 $9.4M 0.04% +100,176 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: 44,762 shares; 2024Q4: 45,499 shares; 2025Q1: 44,671 shares; 2025Q2: 43,936 shares; 2025Q3: 42,226 shares; 2025Q4: 38,091 shares 38,091 $9.38M 0.04% -4,135 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: 54,476 shares; 2024Q4: 46,526 shares; 2025Q1: 44,024 shares; 2025Q2: 41,940 shares; 2025Q3: 83,787 shares; 2025Q4: 85,171 shares 85,171 $9.36M 0.04% +1,384 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: 110,536 shares; 2024Q4: 110,887 shares; 2025Q1: 110,769 shares; 2025Q2: 115,534 shares; 2025Q3: 118,813 shares; 2025Q4: 106,104 shares 106,104 $9.25M 0.04% -12,709 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 10,241 shares; 2025Q1: 10,189 shares; 2025Q2: 60,766 shares; 2025Q3: 79,800 shares; 2025Q4: 159,638 shares 159,638 $9.24M 0.04% +79,838 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: 11,291 shares; 2024Q4: 10,120 shares; 2025Q1: 10,641 shares; 2025Q2: 12,057 shares; 2025Q3: 12,358 shares; 2025Q4: 13,610 shares 13,610 $9.17M 0.04% +1,252 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,694 shares; 2024Q4: 69,790 shares; 2025Q1: 68,548 shares; 2025Q2: 67,937 shares; 2025Q3: 66,976 shares; 2025Q4: 68,932 shares 68,932 $9.15M 0.04% +1,956 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: 4,985 shares; 2024Q4: 8,588 shares; 2025Q1: 8,618 shares; 2025Q2: 8,871 shares; 2025Q3: 9,122 shares; 2025Q4: 8,506 shares 8,506 $9.1M 0.04% -616 Timeline SCHM 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: 94,072 shares; 2024Q4: 302,569 shares; 2025Q1: 285,840 shares; 2025Q2: 275,138 shares; 2025Q3: 186,969 shares; 2025Q4: 301,859 shares 301,859 $9.08M 0.04% +114,890 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,074 shares; 2024Q4: 45,986 shares; 2025Q1: 38,194 shares; 2025Q2: 32,686 shares; 2025Q3: 31,886 shares; 2025Q4: 30,082 shares 30,082 $9.03M 0.04% -1,804 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,383 shares; 2025Q1: 22,939 shares; 2025Q2: 164,644 shares; 2025Q3: 193,175 shares; 2025Q4: 167,381 shares 167,381 $9.02M 0.04% -25,794 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,052 shares; 2025Q3: 149,775 shares; 2025Q4: 169,324 shares 169,324 $8.98M 0.04% +19,549 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,736 shares; 2025Q2: 23,302 shares; 2025Q3: 540,445 shares; 2025Q4: 541,498 shares 541,498 $8.95M 0.04% +1,053 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: 154,795 shares; 2024Q4: 495,352 shares; 2025Q1: 421,999 shares; 2025Q2: 367,485 shares; 2025Q3: 377,759 shares; 2025Q4: 330,827 shares 330,827 $8.9M 0.04% -46,932 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,474 shares; 2024Q4: 33,975 shares; 2025Q1: 35,415 shares; 2025Q2: 70,828 shares; 2025Q3: 65,702 shares; 2025Q4: 74,144 shares 74,144 $8.9M 0.04% +8,442 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,877 shares; 2024Q4: 211,165 shares; 2025Q1: 230,890 shares; 2025Q2: 241,861 shares; 2025Q3: 321,764 shares; 2025Q4: 337,418 shares 337,418 $8.85M 0.04% +15,654 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,933 shares; 2024Q4: 246,360 shares; 2025Q1: 152,873 shares; 2025Q2: 158,488 shares; 2025Q3: 160,977 shares; 2025Q4: 124,566 shares 124,566 $8.84M 0.04% -36,411 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,013 shares; 2024Q4: 117,859 shares; 2025Q1: 93,719 shares; 2025Q2: 73,278 shares; 2025Q3: 79,331 shares; 2025Q4: 73,973 shares 73,973 $8.83M 0.04% -5,358 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,069 shares; 2024Q4: 75,849 shares; 2025Q1: 106,162 shares; 2025Q2: 101,590 shares; 2025Q3: 68,667 shares; 2025Q4: 69,328 shares 69,328 $8.73M 0.04% +661 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,194 shares; 2024Q4: 299,297 shares; 2025Q1: 319,023 shares; 2025Q2: 319,698 shares; 2025Q3: 337,813 shares; 2025Q4: 367,193 shares 367,193 $8.68M 0.04% +29,380 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: 77,919 shares; 2024Q4: 77,845 shares; 2025Q1: 67,966 shares; 2025Q2: 82,079 shares; 2025Q3: 80,466 shares; 2025Q4: 78,475 shares 78,475 $8.65M 0.04% -1,991 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,033 shares; 2024Q4: 285,332 shares; 2025Q1: 151,211 shares; 2025Q2: 126,301 shares; 2025Q3: 119,823 shares; 2025Q4: 120,097 shares 120,097 $8.53M 0.04% +274 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: 30,832 shares; 2024Q4: 29,968 shares; 2025Q1: 29,965 shares; 2025Q2: 29,944 shares; 2025Q3: 32,059 shares; 2025Q4: 32,899 shares 32,899 $8.51M 0.04% +840 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,441 shares; 2024Q4: 102,584 shares; 2025Q1: 98,753 shares; 2025Q2: 94,276 shares; 2025Q3: 78,834 shares; 2025Q4: 130,670 shares 130,670 $8.51M 0.04% +51,836 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,632 shares; 2024Q4: 175,288 shares; 2025Q1: 174,243 shares; 2025Q2: 178,402 shares; 2025Q3: 176,288 shares; 2025Q4: 181,075 shares 181,075 $8.47M 0.04% +4,787 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: 172,553 shares; 2024Q4: 139,602 shares; 2025Q1: 76,188 shares; 2025Q2: 78,847 shares; 2025Q3: 76,557 shares; 2025Q4: 83,116 shares 83,116 $8.45M 0.04% +6,559 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: 77,013 shares; 2024Q4: 77,295 shares; 2025Q1: 68,576 shares; 2025Q2: 66,025 shares; 2025Q3: 96,129 shares; 2025Q4: 94,655 shares 94,655 $8.44M 0.04% -1,474 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,837 shares; 2024Q4: 665,792 shares; 2025Q1: 831,076 shares; 2025Q2: 807,090 shares; 2025Q3: 880,166 shares; 2025Q4: 974,328 shares 974,328 $8.37M 0.04% +94,162 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,782 shares; 2024Q4: 134,702 shares; 2025Q1: 159,675 shares; 2025Q2: 164,007 shares; 2025Q3: 165,480 shares; 2025Q4: 155,162 shares 155,162 $8.36M 0.04% -10,318 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: 20,199 shares; 2024Q4: 20,791 shares; 2025Q1: 22,747 shares; 2025Q2: 22,160 shares; 2025Q3: 22,000 shares; 2025Q4: 19,590 shares 19,590 $8.35M 0.04% -2,410 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,382 shares; 2024Q4: 9,655 shares; 2025Q1: 11,258 shares; 2025Q2: 11,048 shares; 2025Q3: 13,326 shares; 2025Q4: 14,596 shares 14,596 $8.29M 0.04% +1,270 Timeline EMLP 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: 150,823 shares; 2024Q4: 149,310 shares; 2025Q1: 191,296 shares; 2025Q2: 190,530 shares; 2025Q3: 204,912 shares; 2025Q4: 218,303 shares 218,303 $8.27M 0.04% +13,391 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: 5,783 shares; 2024Q4: 7,660 shares; 2025Q1: 3,407 shares; 2025Q2: 3,615 shares; 2025Q3: 83,811 shares; 2025Q4: 122,579 shares 122,579 $8.27M 0.04% +38,768 Timeline FLRN 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: 293,896 shares; 2024Q4: 292,681 shares; 2025Q1: 293,274 shares; 2025Q2: 258,219 shares; 2025Q3: 256,977 shares; 2025Q4: 268,649 shares 268,649 $8.26M 0.04% +11,672 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,344 shares; 2024Q4: 181,709 shares; 2025Q1: 119,461 shares; 2025Q2: 175,014 shares; 2025Q3: 164,873 shares; 2025Q4: 167,665 shares 167,665 $8.24M 0.04% +2,792 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: 47,260 shares; 2024Q4: 40,257 shares; 2025Q1: 37,866 shares; 2025Q2: 40,627 shares; 2025Q3: 40,711 shares; 2025Q4: 35,533 shares 35,533 $8.18M 0.04% -5,178 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: 32,553 shares; 2024Q4: 32,245 shares; 2025Q1: 37,610 shares; 2025Q2: 37,392 shares; 2025Q3: 35,749 shares; 2025Q4: 32,868 shares 32,868 $8.12M 0.04% -2,881 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,292 shares; 2024Q4: 67,968 shares; 2025Q1: 73,096 shares; 2025Q2: 82,926 shares; 2025Q3: 101,672 shares; 2025Q4: 110,307 shares 110,307 $8.11M 0.04% +8,635 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: 367,881 shares; 2024Q4: 352,575 shares; 2025Q1: 345,609 shares; 2025Q2: 328,327 shares; 2025Q3: 318,625 shares; 2025Q4: 271,455 shares 271,455 $8.11M 0.04% -47,170 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,219 shares; 2024Q4: 41,234 shares; 2025Q1: 40,751 shares; 2025Q2: 69,743 shares; 2025Q3: 71,241 shares; 2025Q4: 72,362 shares 72,362 $8.09M 0.04% +1,121 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: 18,167 shares; 2024Q4: 22,462 shares; 2025Q1: 31,047 shares; 2025Q2: 24,001 shares; 2025Q3: 22,976 shares; 2025Q4: 23,965 shares 23,965 $8.07M 0.04% +989 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: 87,635 shares; 2024Q4: 88,390 shares; 2025Q1: 92,427 shares; 2025Q2: 120,434 shares; 2025Q3: 135,678 shares; 2025Q4: 159,571 shares 159,571 $8.06M 0.04% +23,893 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: 11,444 shares; 2024Q4: 10,723 shares; 2025Q1: 10,282 shares; 2025Q2: 9,343 shares; 2025Q3: 9,293 shares; 2025Q4: 9,800 shares 9,800 $8.04M 0.04% +507 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: 106,170 shares; 2024Q4: 108,425 shares; 2025Q1: 112,830 shares; 2025Q2: 128,475 shares; 2025Q3: 118,369 shares; 2025Q4: 133,496 shares 133,496 $8.02M 0.04% +15,127 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,514 shares; 2024Q4: 22,978 shares; 2025Q1: 23,838 shares; 2025Q2: 21,144 shares; 2025Q3: 22,422 shares; 2025Q4: 18,989 shares 18,989 $8.01M 0.04% -3,433 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,890 shares; 2024Q4: 18,400 shares; 2025Q1: 19,055 shares; 2025Q2: 98,410 shares; 2025Q3: 160,116 shares; 2025Q4: 207,695 shares 207,695 $7.9M 0.04% +47,579 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: 239,861 shares; 2024Q4: 276,470 shares; 2025Q1: 366,576 shares; 2025Q2: 210,883 shares; 2025Q3: 199,201 shares; 2025Q4: 193,350 shares 193,350 $7.86M 0.04% -5,851 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: 57,244 shares; 2024Q4: 55,849 shares; 2025Q1: 60,718 shares; 2025Q2: 52,574 shares; 2025Q3: 40,794 shares; 2025Q4: 48,652 shares 48,652 $7.83M 0.04% +7,858 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 172 shares; 2025Q1: 158 shares; 2025Q2: 1,812 shares; 2025Q3: 2,612 shares; 2025Q4: 3,625 shares 3,625 $7.78M 0.04% +1,013 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 29,060 shares; 2025Q1: 42,066 shares; 2025Q2: 47,210 shares; 2025Q3: 34,097 shares; 2025Q4: 60,152 shares 60,152 $7.76M 0.04% +26,055 Timeline VFH 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: 28,528 shares; 2024Q4: 30,020 shares; 2025Q1: 42,305 shares; 2025Q2: 64,574 shares; 2025Q3: 62,622 shares; 2025Q4: 58,085 shares 58,085 $7.75M 0.04% -4,537 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,331 shares; 2024Q4: 110,553 shares; 2025Q1: 116,443 shares; 2025Q2: 128,886 shares; 2025Q3: 122,303 shares; 2025Q4: 131,972 shares 131,972 $7.73M 0.04% +9,669 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: 54,299 shares; 2024Q4: 53,567 shares; 2025Q1: 52,327 shares; 2025Q2: 51,987 shares; 2025Q3: 53,531 shares; 2025Q4: 54,618 shares 54,618 $7.7M 0.04% +1,087 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,836 shares; 2024Q4: 277,544 shares; 2025Q1: 278,786 shares; 2025Q2: 319,649 shares; 2025Q3: 277,987 shares; 2025Q4: 292,975 shares 292,975 $7.67M 0.04% +14,988 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,227 shares; 2024Q4: 67,856 shares; 2025Q1: 103,773 shares; 2025Q2: 142,431 shares; 2025Q3: 136,485 shares; 2025Q4: 76,698 shares 76,698 $7.61M 0.04% -59,787 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: 45,750 shares; 2024Q4: 44,716 shares; 2025Q1: 45,918 shares; 2025Q2: 44,857 shares; 2025Q3: 46,549 shares; 2025Q4: 46,692 shares 46,692 $7.6M 0.04% +143 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,106 shares; 2024Q4: 90,632 shares; 2025Q1: 85,463 shares; 2025Q2: 78,273 shares; 2025Q3: 75,467 shares; 2025Q4: 78,321 shares 78,321 $7.59M 0.04% +2,854 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,607 shares; 2024Q4: 123,644 shares; 2025Q1: 173,686 shares; 2025Q2: 176,123 shares; 2025Q3: 155,025 shares; 2025Q4: 157,708 shares 157,708 $7.59M 0.04% +2,683 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,011 shares; 2024Q4: 176,016 shares; 2025Q1: 186,499 shares; 2025Q2: 182,070 shares; 2025Q3: 179,463 shares; 2025Q4: 277,185 shares 277,185 $7.58M 0.04% +97,722 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,516 shares; 2024Q4: 95,077 shares; 2025Q1: 99,140 shares; 2025Q2: 102,972 shares; 2025Q3: 109,692 shares; 2025Q4: 107,822 shares 107,822 $7.51M 0.04% -1,870 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,592 shares; 2025Q3: 83,426 shares; 2025Q4: 115,632 shares 115,632 $7.49M 0.04% +32,206 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,578 shares 270,578 $7.48M 0.04% new 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: 14,174 shares; 2024Q4: 126,417 shares; 2025Q1: 277,658 shares; 2025Q2: 169,996 shares; 2025Q3: 138,667 shares; 2025Q4: 179,062 shares 179,062 $7.47M 0.04% +40,395 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: 67,277 shares; 2024Q4: 79,380 shares; 2025Q1: 85,254 shares; 2025Q2: 87,892 shares; 2025Q3: 86,613 shares; 2025Q4: 79,718 shares 79,718 $7.46M 0.04% -6,895 Timeline DHS 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: 46,867 shares; 2024Q4: 40,498 shares; 2025Q1: 39,062 shares; 2025Q2: 63,591 shares; 2025Q3: 67,383 shares; 2025Q4: 72,236 shares 72,236 $7.36M 0.03% +4,853 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894,704 shares; 2024Q4: 884,781 shares; 2025Q1: 688,563 shares; 2025Q2: 741,871 shares; 2025Q3: 609,280 shares; 2025Q4: 496,020 shares 496,020 $7.35M 0.03% -113,260 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,923 shares; 2024Q4: 110,040 shares; 2025Q1: 96,308 shares; 2025Q2: 97,156 shares; 2025Q3: 78,807 shares; 2025Q4: 100,855 shares 100,855 $7.26M 0.03% +22,048 Timeline MDYV 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: 65,119 shares; 2024Q4: 62,976 shares; 2025Q1: 71,187 shares; 2025Q2: 84,799 shares; 2025Q3: 82,766 shares; 2025Q4: 85,592 shares 85,592 $7.25M 0.03% +2,826 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: 105,861 shares; 2024Q4: 89,407 shares; 2025Q1: 89,967 shares; 2025Q2: 88,757 shares; 2025Q3: 87,684 shares; 2025Q4: 91,242 shares 91,242 $7.24M 0.03% +3,558 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 588 shares; 2025Q1: 866 shares; 2025Q2: 5,183 shares; 2025Q3: 7,781 shares; 2025Q4: 7,752 shares 7,752 $7.23M 0.03% -29 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,375 shares; 2024Q4: 56,880 shares; 2025Q1: 55,240 shares; 2025Q2: 58,814 shares; 2025Q3: 60,536 shares; 2025Q4: 62,530 shares 62,530 $7.21M 0.03% +1,994 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,986 shares; 2024Q4: 62,122 shares; 2025Q1: 186,180 shares; 2025Q2: 198,935 shares; 2025Q3: 206,167 shares; 2025Q4: 200,416 shares 200,416 $7.2M 0.03% -5,751 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,115 shares; 2024Q4: 105,664 shares; 2025Q1: 111,437 shares; 2025Q2: 168,199 shares; 2025Q3: 187,201 shares; 2025Q4: 199,898 shares 199,898 $7.16M 0.03% +12,697 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,505 shares; 2024Q4: 667,922 shares; 2025Q1: 739,356 shares; 2025Q2: 677,822 shares; 2025Q3: 708,922 shares; 2025Q4: 740,833 shares 740,833 $7.16M 0.03% +31,911 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: 8,601 shares; 2024Q4: 8,592 shares; 2025Q1: 9,904 shares; 2025Q2: 24,530 shares; 2025Q3: 26,164 shares; 2025Q4: 29,545 shares 29,545 $7.16M 0.03% +3,381 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,068 shares; 2024Q4: 95,080 shares; 2025Q1: 99,362 shares; 2025Q2: 99,050 shares; 2025Q3: 94,056 shares; 2025Q4: 86,310 shares 86,310 $7.16M 0.03% -7,746 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: 53,646 shares; 2024Q4: 54,114 shares; 2025Q1: 55,294 shares; 2025Q2: 56,800 shares; 2025Q3: 58,282 shares; 2025Q4: 61,061 shares 61,061 $7.09M 0.03% +2,779 Timeline SFLR 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: 6,390 shares; 2024Q4: not reported; 2025Q1: 24,704 shares; 2025Q2: 124,911 shares; 2025Q3: 157,855 shares; 2025Q4: 192,308 shares 192,308 $7.09M 0.03% +34,453 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,983 shares; 2024Q4: 25,366 shares; 2025Q1: 25,963 shares; 2025Q2: 25,226 shares; 2025Q3: 27,259 shares; 2025Q4: 26,326 shares 26,326 $7.09M 0.03% -933 Timeline BKCH 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: 168,750 shares; 2024Q4: 121,640 shares; 2025Q1: 126,732 shares; 2025Q2: 307,870 shares; 2025Q3: 164,478 shares; 2025Q4: 110,609 shares 110,609 $7.07M 0.03% -53,869 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: 172,397 shares; 2024Q4: 151,337 shares; 2025Q1: 149,669 shares; 2025Q2: 125,258 shares; 2025Q3: 127,321 shares; 2025Q4: 120,976 shares 120,976 $7.06M 0.03% -6,345 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,078 shares; 2024Q4: 63,034 shares; 2025Q1: 62,025 shares; 2025Q2: 60,634 shares; 2025Q3: 58,134 shares; 2025Q4: 54,677 shares 54,677 $7.06M 0.03% -3,457 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,359 shares; 2024Q4: 78,147 shares; 2025Q1: 82,845 shares; 2025Q2: 132,258 shares; 2025Q3: 223,492 shares; 2025Q4: 279,637 shares 279,637 $6.95M 0.03% +56,145 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,071 shares; 2024Q4: 23,636 shares; 2025Q1: 23,526 shares; 2025Q2: 23,145 shares; 2025Q3: 23,328 shares; 2025Q4: 23,958 shares 23,958 $6.95M 0.03% +630 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 18,745 shares; 2025Q1: 19,847 shares; 2025Q2: 20,542 shares; 2025Q3: 15,816 shares; 2025Q4: 22,194 shares 22,194 $6.93M 0.03% +6,378 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,773 shares; 2024Q4: 253,028 shares; 2025Q1: 259,391 shares; 2025Q2: 240,264 shares; 2025Q3: 247,383 shares; 2025Q4: 222,631 shares 222,631 $6.89M 0.03% -24,752 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,622 shares; 2024Q4: 88,651 shares; 2025Q1: 87,146 shares; 2025Q2: 181,710 shares; 2025Q3: 177,907 shares; 2025Q4: 171,676 shares 171,676 $6.89M 0.03% -6,231 Timeline