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: 2,957,600 shares; 2024Q4: 2,811,440 shares; 2025Q1: 2,663,863 shares; 2025Q2: 2,817,019 shares; 2025Q3: 2,787,598 shares; 2025Q4: 2,888,622 shares 2,888,622 $539M 2.94% +101,024 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: 1,001,133 shares; 2024Q4: 982,867 shares; 2025Q1: 917,761 shares; 2025Q2: 953,675 shares; 2025Q3: 968,471 shares; 2025Q4: 977,087 shares 977,087 $473M 2.58% +8,616 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: 743,348 shares; 2024Q4: 756,371 shares; 2025Q1: 738,972 shares; 2025Q2: 718,677 shares; 2025Q3: 665,304 shares; 2025Q4: 691,736 shares 691,736 $337M 1.84% +26,432 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: 542,388 shares; 2024Q4: 539,016 shares; 2025Q1: 501,116 shares; 2025Q2: 390,589 shares; 2025Q3: 323,125 shares; 2025Q4: 453,493 shares 453,493 $311M 1.7% +130,368 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: 353,784 shares; 2024Q4: 343,257 shares; 2025Q1: 318,213 shares; 2025Q2: 326,985 shares; 2025Q3: 360,008 shares; 2025Q4: 403,009 shares 403,009 $275M 1.5% +43,001 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: 923,329 shares; 2024Q4: 892,064 shares; 2025Q1: 814,444 shares; 2025Q2: 862,467 shares; 2025Q3: 846,509 shares; 2025Q4: 852,559 shares 852,559 $267M 1.46% +6,050 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: 247,025 shares; 2024Q4: 235,597 shares; 2025Q1: 232,969 shares; 2025Q2: 234,600 shares; 2025Q3: 236,785 shares; 2025Q4: 244,134 shares 244,134 $262M 1.43% +7,349 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: 838,926 shares; 2024Q4: 813,658 shares; 2025Q1: 741,796 shares; 2025Q2: 763,356 shares; 2025Q3: 739,767 shares; 2025Q4: 737,823 shares 737,823 $255M 1.39% -1,944 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: 365,409 shares; 2024Q4: 352,242 shares; 2025Q1: 405,238 shares; 2025Q2: 407,151 shares; 2025Q3: 391,464 shares; 2025Q4: 397,484 shares 397,484 $249M 1.36% +6,020 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: 1,168,757 shares; 2024Q4: 1,156,770 shares; 2025Q1: 1,200,532 shares; 2025Q2: 1,183,958 shares; 2025Q3: 1,198,582 shares; 2025Q4: 1,257,162 shares 1,257,162 $240M 1.31% +58,580 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: 716,329 shares; 2024Q4: 701,283 shares; 2025Q1: 660,662 shares; 2025Q2: 701,682 shares; 2025Q3: 692,289 shares; 2025Q4: 702,049 shares 702,049 $226M 1.24% +9,760 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: 474,474 shares; 2024Q4: 487,271 shares; 2025Q1: 625,992 shares; 2025Q2: 735,201 shares; 2025Q3: 763,243 shares; 2025Q4: 965,441 shares 965,441 $205M 1.12% +202,198 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: 2,042,472 shares; 2024Q4: 2,072,947 shares; 2025Q1: 2,140,207 shares; 2025Q2: 2,339,847 shares; 2025Q3: 2,877,953 shares; 2025Q4: 2,994,449 shares 2,994,449 $182M 0.99% +116,496 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: 251,187 shares; 2024Q4: 251,847 shares; 2025Q1: 238,046 shares; 2025Q2: 252,188 shares; 2025Q3: 266,480 shares; 2025Q4: 272,095 shares 272,095 $180M 0.98% +5,615 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: 1,412,222 shares; 2024Q4: 1,420,998 shares; 2025Q1: 1,468,024 shares; 2025Q2: 1,356,044 shares; 2025Q3: 1,306,322 shares; 2025Q4: 1,352,008 shares 1,352,008 $167M 0.91% +45,686 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: 471,448 shares; 2024Q4: 469,708 shares; 2025Q1: 453,019 shares; 2025Q2: 457,903 shares; 2025Q3: 466,857 shares; 2025Q4: 497,416 shares 497,416 $156M 0.85% +30,559 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: 283,128 shares; 2024Q4: 295,361 shares; 2025Q1: 301,194 shares; 2025Q2: 294,987 shares; 2025Q3: 317,234 shares; 2025Q4: 326,112 shares 326,112 $147M 0.8% +8,878 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: 1,176,980 shares; 2024Q4: 1,167,552 shares; 2025Q1: 1,110,727 shares; 2025Q2: 1,129,597 shares; 2025Q3: 1,171,617 shares; 2025Q4: 1,174,962 shares 1,174,962 $131M 0.71% +3,345 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,848 shares; 2024Q4: 1,122,463 shares; 2025Q1: 1,285,411 shares; 2025Q2: 1,512,120 shares; 2025Q3: 1,655,981 shares; 2025Q4: 1,920,644 shares 1,920,644 $129M 0.71% +264,663 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: 1,181,745 shares; 2024Q4: 1,084,114 shares; 2025Q1: 1,033,934 shares; 2025Q2: 1,059,986 shares; 2025Q3: 1,024,741 shares; 2025Q4: 1,048,409 shares 1,048,409 $126M 0.69% +23,668 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: 2,089,524 shares; 2024Q4: 2,136,435 shares; 2025Q1: 1,603,700 shares; 2025Q2: 2,313,181 shares; 2025Q3: 1,959,758 shares; 2025Q4: 1,736,536 shares 1,736,536 $124M 0.68% -223,222 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879,000 shares; 2024Q4: 1,899,728 shares; 2025Q1: 2,076,927 shares; 2025Q2: 2,104,725 shares; 2025Q3: 2,010,471 shares; 2025Q4: 1,371,859 shares 1,371,859 $123M 0.67% -638,612 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: 149,500 shares; 2024Q4: 152,313 shares; 2025Q1: 208,271 shares; 2025Q2: 245,859 shares; 2025Q3: 333,749 shares; 2025Q4: 348,477 shares 348,477 $120M 0.65% +14,728 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: 323,990 shares; 2024Q4: 321,447 shares; 2025Q1: 318,414 shares; 2025Q2: 329,386 shares; 2025Q3: 342,037 shares; 2025Q4: 339,988 shares 339,988 $119M 0.65% -2,049 Timeline USPX 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: 1,758,018 shares; 2024Q4: 1,796,958 shares; 2025Q1: 1,933,270 shares; 2025Q2: 1,726,598 shares; 2025Q3: 1,911,158 shares; 2025Q4: 1,986,959 shares 1,986,959 $119M 0.65% +75,801 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: 3,049,895 shares; 2024Q4: 3,010,092 shares; 2025Q1: 2,956,054 shares; 2025Q2: 2,882,865 shares; 2025Q3: 2,551,705 shares; 2025Q4: 2,542,432 shares 2,542,432 $118M 0.65% -9,273 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: 779,459 shares; 2024Q4: 783,589 shares; 2025Q1: 897,346 shares; 2025Q2: 949,298 shares; 2025Q3: 862,480 shares; 2025Q4: 567,790 shares 567,790 $113M 0.62% -294,690 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: 528,802 shares; 2024Q4: 487,837 shares; 2025Q1: 484,366 shares; 2025Q2: 480,429 shares; 2025Q3: 472,158 shares; 2025Q4: 479,069 shares 479,069 $109M 0.6% +6,911 Timeline FLQL 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: 1,400,273 shares; 2024Q4: 1,444,690 shares; 2025Q1: 1,550,585 shares; 2025Q2: 1,339,702 shares; 2025Q3: 1,478,841 shares; 2025Q4: 1,563,500 shares 1,563,500 $108M 0.59% +84,659 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: 456,776 shares; 2024Q4: 450,347 shares; 2025Q1: 495,280 shares; 2025Q2: 500,596 shares; 2025Q3: 464,126 shares; 2025Q4: 473,415 shares 473,415 $104M 0.57% +9,289 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: 306,524 shares; 2024Q4: 375,512 shares; 2025Q1: 394,182 shares; 2025Q2: 460,005 shares; 2025Q3: 535,996 shares; 2025Q4: 579,919 shares 579,919 $103M 0.56% +43,923 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: 119,942 shares; 2024Q4: 117,003 shares; 2025Q1: 111,549 shares; 2025Q2: 115,291 shares; 2025Q3: 110,752 shares; 2025Q4: 107,924 shares 107,924 $93.1M 0.51% -2,828 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: 127,249 shares; 2024Q4: 123,286 shares; 2025Q1: 126,037 shares; 2025Q2: 138,292 shares; 2025Q3: 162,823 shares; 2025Q4: 188,693 shares 188,693 $89.3M 0.49% +25,870 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: 88,440 shares; 2024Q4: 77,312 shares; 2025Q1: 166,871 shares; 2025Q2: 204,465 shares; 2025Q3: 209,097 shares; 2025Q4: 224,172 shares 224,172 $88.8M 0.49% +15,075 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: 444,179 shares; 2024Q4: 398,073 shares; 2025Q1: 368,392 shares; 2025Q2: 370,344 shares; 2025Q3: 387,728 shares; 2025Q4: 402,425 shares 402,425 $83.3M 0.45% +14,697 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,597 shares; 2024Q4: 255,716 shares; 2025Q1: 253,655 shares; 2025Q2: 252,820 shares; 2025Q3: 250,914 shares; 2025Q4: 249,047 shares 249,047 $80.6M 0.44% -1,867 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: 317,692 shares; 2024Q4: 307,534 shares; 2025Q1: 277,150 shares; 2025Q2: 278,752 shares; 2025Q3: 266,641 shares; 2025Q4: 268,735 shares 268,735 $79.6M 0.43% +2,094 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: 160,714 shares; 2024Q4: 155,962 shares; 2025Q1: 155,745 shares; 2025Q2: 154,034 shares; 2025Q3: 159,921 shares; 2025Q4: 162,811 shares 162,811 $78.2M 0.43% +2,890 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: 788,800 shares; 2024Q4: 801,641 shares; 2025Q1: 814,125 shares; 2025Q2: 812,576 shares; 2025Q3: 888,201 shares; 2025Q4: 949,929 shares 949,929 $77.1M 0.42% +61,728 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: 243,330 shares; 2025Q2: 1,716,503 shares; 2025Q3: 1,848,929 shares; 2025Q4: 1,965,140 shares 1,965,140 $75.8M 0.41% +116,211 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: 238,866 shares; 2024Q4: 246,088 shares; 2025Q1: 242,886 shares; 2025Q2: 290,254 shares; 2025Q3: 262,972 shares; 2025Q4: 523,762 shares 523,762 $75.4M 0.41% +260,790 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: 92,478 shares; 2024Q4: 85,654 shares; 2025Q1: 85,710 shares; 2025Q2: 85,938 shares; 2025Q3: 80,877 shares; 2025Q4: 788,445 shares 788,445 $73.9M 0.4% +707,568 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: 126,564 shares; 2024Q4: 125,814 shares; 2025Q1: 122,825 shares; 2025Q2: 128,806 shares; 2025Q3: 125,697 shares; 2025Q4: 126,167 shares 126,167 $72.3M 0.39% +470 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: 1,364,476 shares; 2024Q4: 1,434,168 shares; 2025Q1: 1,390,423 shares; 2025Q2: 1,436,169 shares; 2025Q3: 1,343,926 shares; 2025Q4: 1,432,285 shares 1,432,285 $72M 0.39% +88,359 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: 260,180 shares; 2024Q4: 245,329 shares; 2025Q1: 564,223 shares; 2025Q2: 699,664 shares; 2025Q3: 754,673 shares; 2025Q4: 698,389 shares 698,389 $71M 0.39% -56,284 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: 306,079 shares; 2024Q4: 315,749 shares; 2025Q1: 307,087 shares; 2025Q2: 320,894 shares; 2025Q3: 371,884 shares; 2025Q4: 360,099 shares 360,099 $70.2M 0.38% -11,785 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: 97,125 shares; 2024Q4: 89,201 shares; 2025Q1: 88,980 shares; 2025Q2: 92,168 shares; 2025Q3: 91,713 shares; 2025Q4: 91,226 shares 91,226 $68.8M 0.38% -487 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: 63,609 shares; 2024Q4: 74,001 shares; 2025Q1: 74,985 shares; 2025Q2: 73,154 shares; 2025Q3: 73,248 shares; 2025Q4: 78,057 shares 78,057 $68.6M 0.37% +4,809 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: 903,220 shares; 2024Q4: 889,168 shares; 2025Q1: 866,456 shares; 2025Q2: 891,760 shares; 2025Q3: 893,809 shares; 2025Q4: 971,340 shares 971,340 $67.4M 0.37% +77,531 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: 831,624 shares; 2024Q4: 816,294 shares; 2025Q1: 742,846 shares; 2025Q2: 798,645 shares; 2025Q3: 796,451 shares; 2025Q4: 848,481 shares 848,481 $65.4M 0.36% +52,030 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: 186,359 shares; 2024Q4: 186,704 shares; 2025Q1: 172,458 shares; 2025Q2: 172,917 shares; 2025Q3: 183,488 shares; 2025Q4: 205,509 shares 205,509 $62.5M 0.34% +22,021 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,317 shares; 2024Q4: 1,184,304 shares; 2025Q1: 694,855 shares; 2025Q2: 685,448 shares; 2025Q3: 247,702 shares; 2025Q4: 539,068 shares 539,068 $61.4M 0.34% +291,366 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 679,738 shares; 2024Q4: 701,798 shares; 2025Q1: 993,147 shares; 2025Q2: 1,464,286 shares; 2025Q3: 1,570,664 shares; 2025Q4: 1,873,248 shares 1,873,248 $61.3M 0.34% +302,584 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: 179,239 shares; 2024Q4: 166,581 shares; 2025Q1: 382,975 shares; 2025Q2: 486,843 shares; 2025Q3: 523,047 shares; 2025Q4: 637,888 shares 637,888 $61.3M 0.33% +114,841 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: 102,848 shares; 2024Q4: 211,233 shares; 2025Q1: 542,511 shares; 2025Q2: 714,909 shares; 2025Q3: 1,041,163 shares; 2025Q4: 1,032,625 shares 1,032,625 $61.2M 0.33% -8,538 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: 394,768 shares; 2024Q4: 368,957 shares; 2025Q1: 354,071 shares; 2025Q2: 373,580 shares; 2025Q3: 398,916 shares; 2025Q4: 396,662 shares 396,662 $60.5M 0.33% -2,254 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: 463,488 shares; 2024Q4: 460,712 shares; 2025Q1: 403,176 shares; 2025Q2: 424,858 shares; 2025Q3: 422,644 shares; 2025Q4: 418,381 shares 418,381 $60M 0.33% -4,263 Timeline FLCB 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: 2,419,392 shares; 2024Q4: 2,518,428 shares; 2025Q1: 2,527,375 shares; 2025Q2: 2,442,428 shares; 2025Q3: 2,787,760 shares; 2025Q4: 2,769,842 shares 2,769,842 $59.9M 0.33% -17,918 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: 157,981 shares; 2024Q4: 154,926 shares; 2025Q1: 157,787 shares; 2025Q2: 142,728 shares; 2025Q3: 146,167 shares; 2025Q4: 233,841 shares 233,841 $58.5M 0.32% +87,674 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: 202,609 shares; 2024Q4: 192,493 shares; 2025Q1: 180,281 shares; 2025Q2: 184,683 shares; 2025Q3: 178,799 shares; 2025Q4: 167,963 shares 167,963 $57.8M 0.32% -10,836 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: 420,244 shares; 2024Q4: 574,819 shares; 2025Q1: 748,577 shares; 2025Q2: 877,851 shares; 2025Q3: 998,710 shares; 2025Q4: 1,128,661 shares 1,128,661 $57.1M 0.31% +129,951 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,784,749 shares; 2025Q1: 2,777,378 shares; 2025Q2: 3,065,926 shares; 2025Q3: 3,242,554 shares; 2025Q4: 3,302,710 shares 3,302,710 $56.7M 0.31% +60,156 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: 161,649 shares; 2024Q4: 168,724 shares; 2025Q1: 174,974 shares; 2025Q2: 161,591 shares; 2025Q3: 178,372 shares; 2025Q4: 188,352 shares 188,352 $54.7M 0.3% +9,980 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: 145,278 shares; 2024Q4: 136,986 shares; 2025Q1: 127,634 shares; 2025Q2: 125,439 shares; 2025Q3: 147,875 shares; 2025Q4: 163,968 shares 163,968 $54.1M 0.3% +16,093 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: 173,609 shares; 2024Q4: 171,064 shares; 2025Q1: 168,946 shares; 2025Q2: 171,097 shares; 2025Q3: 169,328 shares; 2025Q4: 173,949 shares 173,949 $53.2M 0.29% +4,621 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: 249,527 shares; 2024Q4: 256,652 shares; 2025Q1: 260,690 shares; 2025Q2: 291,046 shares; 2025Q3: 246,526 shares; 2025Q4: 277,366 shares 277,366 $53.1M 0.29% +30,840 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: 90,518 shares; 2024Q4: 92,772 shares; 2025Q1: 89,411 shares; 2025Q2: 86,075 shares; 2025Q3: 96,647 shares; 2025Q4: 203,559 shares 203,559 $51.5M 0.28% +106,912 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: 86,327 shares; 2024Q4: 85,210 shares; 2025Q1: 80,705 shares; 2025Q2: 86,845 shares; 2025Q3: 89,751 shares; 2025Q4: 89,767 shares 89,767 $51.2M 0.28% +16 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: 667,493 shares; 2025Q3: 1,282,076 shares; 2025Q4: 1,483,384 shares 1,483,384 $49.4M 0.27% +201,308 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: 21,969 shares; 2024Q4: 31,948 shares; 2025Q1: 31,737 shares; 2025Q2: 56,010 shares; 2025Q3: 66,594 shares; 2025Q4: 74,313 shares 74,313 $48.6M 0.27% +7,719 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: 590,910 shares; 2024Q4: 606,210 shares; 2025Q1: 616,265 shares; 2025Q2: 618,606 shares; 2025Q3: 698,994 shares; 2025Q4: 755,278 shares 755,278 $47.2M 0.26% +56,284 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: 239,396 shares; 2024Q4: 220,415 shares; 2025Q1: 230,500 shares; 2025Q2: 267,420 shares; 2025Q3: 284,357 shares; 2025Q4: 291,470 shares 291,470 $46.8M 0.26% +7,113 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: 510,380 shares; 2024Q4: 460,821 shares; 2025Q1: 459,079 shares; 2025Q2: 528,470 shares; 2025Q3: 557,916 shares; 2025Q4: 579,516 shares 579,516 $46.5M 0.25% +21,600 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,834 shares; 2024Q4: 386,941 shares; 2025Q1: 378,447 shares; 2025Q2: 951,876 shares; 2025Q3: 933,328 shares; 2025Q4: 995,269 shares 995,269 $45.4M 0.25% +61,941 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: 149,131 shares; 2024Q4: 148,244 shares; 2025Q1: 143,999 shares; 2025Q2: 148,772 shares; 2025Q3: 138,110 shares; 2025Q4: 143,127 shares 143,127 $44.1M 0.24% +5,017 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: 51,004 shares; 2024Q4: 62,087 shares; 2025Q1: 63,343 shares; 2025Q2: 80,180 shares; 2025Q3: 89,431 shares; 2025Q4: 93,404 shares 93,404 $43.8M 0.24% +3,973 Timeline VCLT 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: 432,910 shares; 2024Q4: 458,816 shares; 2025Q1: 478,664 shares; 2025Q2: 474,877 shares; 2025Q3: 528,657 shares; 2025Q4: 572,513 shares 572,513 $43.4M 0.24% +43,856 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: 119,869 shares; 2024Q4: 120,856 shares; 2025Q1: 132,771 shares; 2025Q2: 138,758 shares; 2025Q3: 147,161 shares; 2025Q4: 164,906 shares 164,906 $42.5M 0.23% +17,745 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: 2,042,510 shares; 2024Q4: 2,149,319 shares; 2025Q1: 2,110,780 shares; 2025Q2: 1,861,648 shares; 2025Q3: 1,838,803 shares; 2025Q4: 1,843,471 shares 1,843,471 $42.4M 0.23% +4,668 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: 729,902 shares; 2024Q4: 948,910 shares; 2025Q1: 1,202,606 shares; 2025Q2: 1,255,647 shares; 2025Q3: 813,406 shares; 2025Q4: 1,075,966 shares 1,075,966 $42.4M 0.23% +262,560 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: 305,475 shares; 2024Q4: 334,123 shares; 2025Q1: 334,002 shares; 2025Q2: 356,960 shares; 2025Q3: 202,795 shares; 2025Q4: 209,328 shares 209,328 $41.8M 0.23% +6,533 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: 390,321 shares; 2024Q4: 424,832 shares; 2025Q1: 443,622 shares; 2025Q2: 394,509 shares; 2025Q3: 350,172 shares; 2025Q4: 345,308 shares 345,308 $41.5M 0.23% -4,864 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: 36,113 shares; 2025Q1: 33,767 shares; 2025Q2: 34,317 shares; 2025Q3: 36,729 shares; 2025Q4: 38,724 shares 38,724 $41.4M 0.23% +1,995 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: 187,400 shares; 2024Q4: 194,415 shares; 2025Q1: 181,242 shares; 2025Q2: 125,850 shares; 2025Q3: 145,039 shares; 2025Q4: 165,986 shares 165,986 $40.9M 0.22% +20,947 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: 241,213 shares; 2024Q4: 204,246 shares; 2025Q1: 169,352 shares; 2025Q2: 121,991 shares; 2025Q3: 118,311 shares; 2025Q4: 121,390 shares 121,390 $40.7M 0.22% +3,079 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,030 shares; 2024Q4: 43,507 shares; 2025Q1: 42,443 shares; 2025Q2: 44,408 shares; 2025Q3: 47,063 shares; 2025Q4: 46,061 shares 46,061 $40.5M 0.22% -1,002 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: 386,544 shares; 2024Q4: 394,463 shares; 2025Q1: 392,801 shares; 2025Q2: 408,692 shares; 2025Q3: 414,498 shares; 2025Q4: 431,123 shares 431,123 $40.2M 0.22% +16,625 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,250 shares; 2024Q4: 454,643 shares; 2025Q1: 727,720 shares; 2025Q2: 912,399 shares; 2025Q3: 989,769 shares; 2025Q4: 996,441 shares 996,441 $38.8M 0.21% +6,672 Timeline OUSM 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: 754,871 shares; 2024Q4: 774,152 shares; 2025Q1: 780,977 shares; 2025Q2: 788,697 shares; 2025Q3: 839,109 shares; 2025Q4: 884,770 shares 884,770 $38.7M 0.21% +45,661 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: 230,327 shares; 2024Q4: 254,048 shares; 2025Q1: 239,795 shares; 2025Q2: 226,607 shares; 2025Q3: 221,785 shares; 2025Q4: 225,594 shares 225,594 $38.6M 0.21% +3,809 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: 308,234 shares; 2024Q4: 315,941 shares; 2025Q1: 307,467 shares; 2025Q2: 338,089 shares; 2025Q3: 354,722 shares; 2025Q4: 339,116 shares 339,116 $38.6M 0.21% -15,606 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: 316,101 shares; 2024Q4: 325,749 shares; 2025Q1: 352,552 shares; 2025Q2: 354,999 shares; 2025Q3: 395,502 shares; 2025Q4: 449,791 shares 449,791 $37.7M 0.21% +54,289 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: 473,744 shares; 2024Q4: 450,606 shares; 2025Q1: 387,991 shares; 2025Q2: 340,662 shares; 2025Q3: 336,656 shares; 2025Q4: 357,508 shares 357,508 $37.6M 0.21% +20,852 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: 1,100,943 shares; 2024Q4: 1,016,423 shares; 2025Q1: 971,510 shares; 2025Q2: 986,773 shares; 2025Q3: 1,069,907 shares; 2025Q4: 1,508,810 shares 1,508,810 $37.5M 0.2% +438,903 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: 579,090 shares; 2024Q4: 592,277 shares; 2025Q1: 503,728 shares; 2025Q2: 438,509 shares; 2025Q3: 441,341 shares; 2025Q4: 456,531 shares 456,531 $36.6M 0.2% +15,190 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: 367,380 shares; 2024Q4: 345,357 shares; 2025Q1: 330,550 shares; 2025Q2: 344,027 shares; 2025Q3: 306,967 shares; 2025Q4: 339,913 shares 339,913 $36.4M 0.2% +32,946 Timeline PXF 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: not reported; 2025Q3: not reported; 2025Q4: 553,187 shares 553,187 $36.3M 0.2% new 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: 980,222 shares; 2024Q4: 980,949 shares; 2025Q1: 965,655 shares; 2025Q2: 993,695 shares; 2025Q3: 919,657 shares; 2025Q4: 886,134 shares 886,134 $36.1M 0.2% -33,523 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,533 shares; 2024Q4: 146,394 shares; 2025Q1: 145,912 shares; 2025Q2: 143,619 shares; 2025Q3: 143,926 shares; 2025Q4: 142,765 shares 142,765 $36M 0.2% -1,161 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: 96,993 shares; 2024Q4: 187,729 shares; 2025Q1: 173,890 shares; 2025Q2: 175,731 shares; 2025Q3: 181,816 shares; 2025Q4: 194,056 shares 194,056 $35.7M 0.2% +12,240 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,586 shares; 2024Q4: 159,160 shares; 2025Q1: 168,640 shares; 2025Q2: 185,329 shares; 2025Q3: 191,937 shares; 2025Q4: 192,466 shares 192,466 $35.7M 0.2% +529 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: 172,107 shares; 2024Q4: 170,420 shares; 2025Q1: 158,683 shares; 2025Q2: 160,559 shares; 2025Q3: 143,457 shares; 2025Q4: 147,928 shares 147,928 $35.7M 0.19% +4,471 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: 135,452 shares; 2024Q4: 148,957 shares; 2025Q1: 152,824 shares; 2025Q2: 149,591 shares; 2025Q3: 153,674 shares; 2025Q4: 168,373 shares 168,373 $35.7M 0.19% +14,699 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: 5,184 shares; 2024Q4: 5,594 shares; 2025Q1: 9,722 shares; 2025Q2: 46,709 shares; 2025Q3: 500,741 shares; 2025Q4: 546,365 shares 546,365 $35.4M 0.19% +45,624 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324,980 shares; 2025Q3: 1,413,034 shares; 2025Q4: 966,018 shares 966,018 $35.3M 0.19% -447,016 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: 234,055 shares; 2024Q4: 227,053 shares; 2025Q1: 199,702 shares; 2025Q2: 203,638 shares; 2025Q3: 230,415 shares; 2025Q4: 243,840 shares 243,840 $35M 0.19% +13,425 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,015 shares; 2024Q4: 264,067 shares; 2025Q1: 629,651 shares; 2025Q2: 621,396 shares; 2025Q3: 840,296 shares; 2025Q4: 813,984 shares 813,984 $35M 0.19% -26,312 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: 1,586,394 shares; 2024Q4: 1,564,056 shares; 2025Q1: 1,563,294 shares; 2025Q2: 1,505,465 shares; 2025Q3: 1,307,762 shares; 2025Q4: 1,353,103 shares 1,353,103 $34.8M 0.19% +45,341 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: 205,156 shares; 2024Q4: 207,227 shares; 2025Q1: 198,207 shares; 2025Q2: 205,320 shares; 2025Q3: 218,742 shares; 2025Q4: 226,121 shares 226,121 $34.7M 0.19% +7,379 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: 411,387 shares; 2024Q4: 383,691 shares; 2025Q1: 346,672 shares; 2025Q2: 260,936 shares; 2025Q3: 303,693 shares; 2025Q4: 344,687 shares 344,687 $34.6M 0.19% +40,994 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,829 shares; 2024Q4: 397,382 shares; 2025Q1: 412,185 shares; 2025Q2: 708,674 shares; 2025Q3: 661,661 shares; 2025Q4: 666,603 shares 666,603 $34.6M 0.19% +4,942 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: 64,754 shares; 2024Q4: 62,163 shares; 2025Q1: 60,287 shares; 2025Q2: 62,419 shares; 2025Q3: 57,031 shares; 2025Q4: 59,906 shares 59,906 $33.9M 0.19% +2,875 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: 45,868 shares; 2024Q4: 47,229 shares; 2025Q1: 53,988 shares; 2025Q2: 178,106 shares; 2025Q3: 197,974 shares; 2025Q4: 279,801 shares 279,801 $33.4M 0.18% +81,827 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: 223,566 shares; 2024Q4: 229,021 shares; 2025Q1: 227,323 shares; 2025Q2: 220,790 shares; 2025Q3: 205,912 shares; 2025Q4: 208,275 shares 208,275 $32.2M 0.18% +2,363 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: 530,784 shares; 2024Q4: 517,987 shares; 2025Q1: 446,808 shares; 2025Q2: 494,508 shares; 2025Q3: 505,117 shares; 2025Q4: 556,996 shares 556,996 $32.1M 0.18% +51,879 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: 403,684 shares; 2024Q4: 400,608 shares; 2025Q1: 400,184 shares; 2025Q2: 398,909 shares; 2025Q3: 350,149 shares; 2025Q4: 368,033 shares 368,033 $32.1M 0.18% +17,884 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,255 shares; 2024Q4: 18,290 shares; 2025Q1: 18,077 shares; 2025Q2: 343,012 shares; 2025Q3: 348,874 shares; 2025Q4: 350,715 shares 350,715 $32M 0.17% +1,841 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: 530,953 shares; 2024Q4: 540,277 shares; 2025Q1: 449,487 shares; 2025Q2: 444,048 shares; 2025Q3: 438,784 shares; 2025Q4: 449,261 shares 449,261 $31.4M 0.17% +10,477 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: 61,514 shares; 2024Q4: 60,919 shares; 2025Q1: 61,814 shares; 2025Q2: 66,656 shares; 2025Q3: 51,896 shares; 2025Q4: 53,410 shares 53,410 $30.9M 0.17% +1,514 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,135 shares; 2024Q4: 444,193 shares; 2025Q1: 435,648 shares; 2025Q2: 586,753 shares; 2025Q3: 695,743 shares; 2025Q4: 712,975 shares 712,975 $30.6M 0.17% +17,232 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: 238,653 shares; 2024Q4: 234,174 shares; 2025Q1: 218,210 shares; 2025Q2: 224,349 shares; 2025Q3: 230,320 shares; 2025Q4: 230,079 shares 230,079 $30.5M 0.17% -241 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: 88,811 shares; 2024Q4: 162,061 shares; 2025Q1: 194,801 shares; 2025Q2: 262,716 shares; 2025Q3: 333,786 shares; 2025Q4: 610,256 shares 610,256 $30.3M 0.17% +276,470 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: 102,240 shares; 2024Q4: 105,854 shares; 2025Q1: 111,498 shares; 2025Q2: 115,359 shares; 2025Q3: 143,257 shares; 2025Q4: 143,158 shares 143,158 $30.1M 0.16% -99 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: 35,938 shares; 2024Q4: 35,771 shares; 2025Q1: 34,124 shares; 2025Q2: 33,842 shares; 2025Q3: 38,937 shares; 2025Q4: 38,982 shares 38,982 $30.1M 0.16% +45 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: 332,314 shares; 2024Q4: 346,492 shares; 2025Q1: 304,493 shares; 2025Q2: 312,703 shares; 2025Q3: 314,375 shares; 2025Q4: 314,846 shares 314,846 $30M 0.16% +471 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: 452,739 shares; 2024Q4: 464,801 shares; 2025Q1: 472,941 shares; 2025Q2: 489,146 shares; 2025Q3: 487,499 shares; 2025Q4: 498,575 shares 498,575 $30M 0.16% +11,076 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: 172,114 shares; 2024Q4: 165,374 shares; 2025Q1: 160,736 shares; 2025Q2: 157,698 shares; 2025Q3: 163,573 shares; 2025Q4: 164,700 shares 164,700 $29.2M 0.16% +1,127 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: 366,549 shares; 2024Q4: 358,907 shares; 2025Q1: 361,894 shares; 2025Q2: 381,169 shares; 2025Q3: 283,661 shares; 2025Q4: 188,500 shares 188,500 $29.1M 0.16% -95,161 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: 629,141 shares; 2024Q4: 648,344 shares; 2025Q1: 669,270 shares; 2025Q2: 722,922 shares; 2025Q3: 732,451 shares; 2025Q4: 217,959 shares 217,959 $28.9M 0.16% -514,492 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,702 shares; 2024Q4: 625,967 shares; 2025Q1: 651,945 shares; 2025Q2: 742,140 shares; 2025Q3: 771,913 shares; 2025Q4: 503,929 shares 503,929 $28.8M 0.16% -267,984 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: 528,093 shares; 2024Q4: 569,687 shares; 2025Q1: 274,906 shares; 2025Q2: 280,125 shares; 2025Q3: 290,398 shares; 2025Q4: 287,212 shares 287,212 $28.7M 0.16% -3,186 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: 262,267 shares; 2024Q4: 264,331 shares; 2025Q1: 245,129 shares; 2025Q2: 228,886 shares; 2025Q3: 214,545 shares; 2025Q4: 198,779 shares 198,779 $28.5M 0.16% -15,766 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: 28,487 shares; 2024Q4: 28,236 shares; 2025Q1: 34,330 shares; 2025Q2: 33,586 shares; 2025Q3: 33,811 shares; 2025Q4: 34,592 shares 34,592 $28.4M 0.15% +781 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: 617,882 shares; 2024Q4: 646,691 shares; 2025Q1: 672,548 shares; 2025Q2: 602,102 shares; 2025Q3: 644,489 shares; 2025Q4: 649,426 shares 649,426 $28.3M 0.15% +4,937 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: 112,621 shares; 2024Q4: 106,381 shares; 2025Q1: 86,410 shares; 2025Q2: 86,799 shares; 2025Q3: 93,984 shares; 2025Q4: 88,718 shares 88,718 $28.3M 0.15% -5,266 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: 203,890 shares; 2024Q4: 203,347 shares; 2025Q1: 220,563 shares; 2025Q2: 244,260 shares; 2025Q3: 235,493 shares; 2025Q4: 236,100 shares 236,100 $27.8M 0.15% +607 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: 170,670 shares; 2024Q4: 167,840 shares; 2025Q1: 163,070 shares; 2025Q2: 165,102 shares; 2025Q3: 160,541 shares; 2025Q4: 158,304 shares 158,304 $27.5M 0.15% -2,237 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,289 shares; 2024Q4: 172,007 shares; 2025Q1: 186,463 shares; 2025Q2: 211,926 shares; 2025Q3: 207,942 shares; 2025Q4: 221,511 shares 221,511 $27.2M 0.15% +13,569 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: 885,959 shares; 2024Q4: 1,063,085 shares; 2025Q1: 1,202,662 shares; 2025Q2: 1,467,986 shares; 2025Q3: 1,625,830 shares; 2025Q4: 1,630,707 shares 1,630,707 $26.9M 0.15% +4,877 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: 151,227 shares; 2024Q4: 142,346 shares; 2025Q1: 150,550 shares; 2025Q2: 149,283 shares; 2025Q3: 168,453 shares; 2025Q4: 166,762 shares 166,762 $26.8M 0.15% -1,691 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: 359,299 shares; 2024Q4: 333,789 shares; 2025Q1: 324,656 shares; 2025Q2: 335,540 shares; 2025Q3: 256,007 shares; 2025Q4: 257,292 shares 257,292 $26.8M 0.15% +1,285 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: 7,670 shares; 2024Q4: 7,711 shares; 2025Q1: 9,562 shares; 2025Q2: 281,954 shares; 2025Q3: 465,708 shares; 2025Q4: 511,412 shares 511,412 $26.6M 0.15% +45,704 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: 353,387 shares; 2024Q4: 313,937 shares; 2025Q1: 362,653 shares; 2025Q2: 408,603 shares; 2025Q3: 396,852 shares; 2025Q4: 402,604 shares 402,604 $26.6M 0.15% +5,752 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: 641,829 shares; 2024Q4: 641,781 shares; 2025Q1: 705,782 shares; 2025Q2: 771,173 shares; 2025Q3: 674,990 shares; 2025Q4: 813,183 shares 813,183 $26.5M 0.14% +138,193 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: 336,174 shares; 2024Q4: 302,559 shares; 2025Q1: 385,737 shares; 2025Q2: 434,837 shares; 2025Q3: 452,466 shares; 2025Q4: 581,908 shares 581,908 $26.4M 0.14% +129,442 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: 329,826 shares; 2024Q4: 310,493 shares; 2025Q1: 267,501 shares; 2025Q2: 282,693 shares; 2025Q3: 298,380 shares; 2025Q4: 591,524 shares 591,524 $26.4M 0.14% +293,144 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: 82,021 shares; 2024Q4: 89,485 shares; 2025Q1: 67,706 shares; 2025Q2: 76,687 shares; 2025Q3: 83,505 shares; 2025Q4: 84,656 shares 84,656 $26.4M 0.14% +1,151 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: 257,744 shares; 2024Q4: 269,810 shares; 2025Q1: 213,582 shares; 2025Q2: 234,609 shares; 2025Q3: 312,777 shares; 2025Q4: 288,648 shares 288,648 $26.4M 0.14% -24,129 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: 184,976 shares; 2024Q4: 185,185 shares; 2025Q1: 179,199 shares; 2025Q2: 142,161 shares; 2025Q3: 154,575 shares; 2025Q4: 154,541 shares 154,541 $26M 0.14% -34 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: 143,120 shares; 2024Q4: 178,613 shares; 2025Q1: 169,563 shares; 2025Q2: 166,675 shares; 2025Q3: 112,261 shares; 2025Q4: 97,223 shares 97,223 $25.8M 0.14% -15,038 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: 435,867 shares; 2024Q4: 455,263 shares; 2025Q1: 513,193 shares; 2025Q2: 438,884 shares; 2025Q3: 473,940 shares; 2025Q4: 470,100 shares 470,100 $25.7M 0.14% -3,840 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: 1,290,473 shares; 2024Q4: 1,299,220 shares; 2025Q1: 1,011,419 shares; 2025Q2: 391,762 shares; 2025Q3: 355,174 shares; 2025Q4: 353,840 shares 353,840 $25.7M 0.14% -1,334 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: 458,099 shares; 2024Q4: 497,981 shares; 2025Q1: 648,660 shares; 2025Q2: 713,828 shares; 2025Q3: 753,423 shares; 2025Q4: 748,494 shares 748,494 $25.6M 0.14% -4,929 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 474,509 shares; 2025Q2: 527,423 shares; 2025Q3: 537,268 shares; 2025Q4: 521,056 shares 521,056 $25.4M 0.14% -16,212 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: 155,126 shares; 2024Q4: 163,515 shares; 2025Q1: 171,255 shares; 2025Q2: 194,830 shares; 2025Q3: 200,606 shares; 2025Q4: 216,328 shares 216,328 $25.2M 0.14% +15,722 Timeline JMTG 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: 286,369 shares; 2025Q3: 330,888 shares; 2025Q4: 494,168 shares 494,168 $25.2M 0.14% +163,280 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: 101,420 shares; 2024Q4: 100,957 shares; 2025Q1: 96,712 shares; 2025Q2: 102,480 shares; 2025Q3: 93,796 shares; 2025Q4: 93,986 shares 93,986 $25.2M 0.14% +190 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: 634,127 shares; 2024Q4: 660,884 shares; 2025Q1: 701,860 shares; 2025Q2: 916,380 shares; 2025Q3: 951,288 shares; 2025Q4: 947,843 shares 947,843 $25.1M 0.14% -3,445 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: 66,682 shares; 2024Q4: 64,254 shares; 2025Q1: 52,107 shares; 2025Q2: 52,031 shares; 2025Q3: 48,927 shares; 2025Q4: 51,386 shares 51,386 $24.9M 0.14% +2,459 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: 209,085 shares; 2024Q4: 189,892 shares; 2025Q1: 191,777 shares; 2025Q2: 207,098 shares; 2025Q3: 203,215 shares; 2025Q4: 211,691 shares 211,691 $24.8M 0.14% +8,476 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,986 shares; 2024Q4: 19,838 shares; 2025Q1: 28,213 shares; 2025Q2: 484,730 shares; 2025Q3: 527,597 shares; 2025Q4: 496,024 shares 496,024 $24.8M 0.14% -31,573 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: 27,542 shares; 2024Q4: 32,462 shares; 2025Q1: 33,461 shares; 2025Q2: 37,570 shares; 2025Q3: 38,050 shares; 2025Q4: 161,722 shares 161,722 $24.8M 0.14% +123,672 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: 71,138 shares; 2024Q4: 100,583 shares; 2025Q1: 126,122 shares; 2025Q2: 137,106 shares; 2025Q3: 145,140 shares; 2025Q4: 251,848 shares 251,848 $24.8M 0.14% +106,708 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: 188,278 shares; 2024Q4: 190,080 shares; 2025Q1: 134,852 shares; 2025Q2: 135,994 shares; 2025Q3: 127,559 shares; 2025Q4: 126,688 shares 126,688 $24.7M 0.13% -871 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: 87,709 shares; 2024Q4: 90,085 shares; 2025Q1: 91,658 shares; 2025Q2: 102,327 shares; 2025Q3: 110,285 shares; 2025Q4: 205,921 shares 205,921 $24.6M 0.13% +95,636 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: 44,411 shares; 2024Q4: 44,897 shares; 2025Q1: 47,847 shares; 2025Q2: 52,451 shares; 2025Q3: 54,500 shares; 2025Q4: 52,667 shares 52,667 $24.5M 0.13% -1,833 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: 12,789 shares; 2024Q4: 13,661 shares; 2025Q1: 15,222 shares; 2025Q2: 17,383 shares; 2025Q3: 29,959 shares; 2025Q4: 36,030 shares 36,030 $24.3M 0.13% +6,071 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: 120,003 shares; 2024Q4: 114,432 shares; 2025Q1: 112,098 shares; 2025Q2: 103,864 shares; 2025Q3: 103,184 shares; 2025Q4: 104,374 shares 104,374 $24.1M 0.13% +1,190 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: 95,811 shares; 2024Q4: 54,094 shares; 2025Q1: 50,812 shares; 2025Q2: 57,967 shares; 2025Q3: 64,251 shares; 2025Q4: 71,388 shares 71,388 $24M 0.13% +7,137 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: 223,190 shares; 2024Q4: 219,460 shares; 2025Q1: 231,223 shares; 2025Q2: 233,023 shares; 2025Q3: 243,308 shares; 2025Q4: 248,817 shares 248,817 $24M 0.13% +5,509 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: 261,034 shares; 2024Q4: 276,586 shares; 2025Q1: 271,266 shares; 2025Q2: 286,460 shares; 2025Q3: 306,106 shares; 2025Q4: 292,357 shares 292,357 $23.9M 0.13% -13,749 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: 278,699 shares; 2024Q4: 275,016 shares; 2025Q1: 260,943 shares; 2025Q2: 254,179 shares; 2025Q3: 248,898 shares; 2025Q4: 316,621 shares 316,621 $23.9M 0.13% +67,723 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: 772,356 shares; 2024Q4: 682,505 shares; 2025Q1: 657,551 shares; 2025Q2: 658,257 shares; 2025Q3: 917,142 shares; 2025Q4: 953,847 shares 953,847 $23.8M 0.13% +36,705 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: 815,124 shares; 2024Q4: 799,657 shares; 2025Q1: 613,466 shares; 2025Q2: 507,384 shares; 2025Q3: 542,578 shares; 2025Q4: 527,223 shares 527,223 $23.4M 0.13% -15,355 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: 34,515 shares; 2024Q4: 33,656 shares; 2025Q1: 35,666 shares; 2025Q2: 35,842 shares; 2025Q3: 36,674 shares; 2025Q4: 45,747 shares 45,747 $23.4M 0.13% +9,073 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: 109,036 shares; 2024Q4: 106,562 shares; 2025Q1: 68,436 shares; 2025Q2: 95,477 shares; 2025Q3: 96,878 shares; 2025Q4: 95,690 shares 95,690 $23.2M 0.13% -1,188 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: 124,564 shares; 2024Q4: 126,602 shares; 2025Q1: 179,494 shares; 2025Q2: 231,520 shares; 2025Q3: 254,714 shares; 2025Q4: 264,677 shares 264,677 $23.2M 0.13% +9,963 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: 293,590 shares; 2024Q4: 294,806 shares; 2025Q1: 326,768 shares; 2025Q2: 307,785 shares; 2025Q3: 273,583 shares; 2025Q4: 257,981 shares 257,981 $23.1M 0.13% -15,602 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,859 shares; 2024Q4: 38,461 shares; 2025Q1: 38,310 shares; 2025Q2: 35,427 shares; 2025Q3: 42,045 shares; 2025Q4: 39,957 shares 39,957 $22.8M 0.12% -2,088 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,606 shares; 2024Q4: 806,856 shares; 2025Q1: 870,080 shares; 2025Q2: 882,706 shares; 2025Q3: 879,830 shares; 2025Q4: 823,567 shares 823,567 $22.6M 0.12% -56,263 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,903 shares; 2024Q4: 43,831 shares; 2025Q1: 45,867 shares; 2025Q2: 47,170 shares; 2025Q3: 46,253 shares; 2025Q4: 49,804 shares 49,804 $22.6M 0.12% +3,551 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: 392,716 shares; 2024Q4: 464,571 shares; 2025Q1: 513,385 shares; 2025Q2: 504,024 shares; 2025Q3: 586,302 shares; 2025Q4: 588,767 shares 588,767 $22.6M 0.12% +2,465 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: 223,986 shares; 2024Q4: 220,774 shares; 2025Q1: 218,569 shares; 2025Q2: 203,963 shares; 2025Q3: 220,437 shares; 2025Q4: 216,867 shares 216,867 $22.2M 0.12% -3,570 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: 227,479 shares; 2024Q4: 216,805 shares; 2025Q1: 271,311 shares; 2025Q2: 291,268 shares; 2025Q3: 329,712 shares; 2025Q4: 319,471 shares 319,471 $22.2M 0.12% -10,241 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: 43,738 shares; 2024Q4: 45,341 shares; 2025Q1: 49,801 shares; 2025Q2: 52,173 shares; 2025Q3: 55,033 shares; 2025Q4: 53,601 shares 53,601 $22.1M 0.12% -1,432 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: 307,667 shares; 2024Q4: 331,163 shares; 2025Q1: 333,471 shares; 2025Q2: 352,808 shares; 2025Q3: 369,712 shares; 2025Q4: 408,426 shares 408,426 $22M 0.12% +38,714 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: 1,092,782 shares; 2024Q4: 1,053,934 shares; 2025Q1: 911,249 shares; 2025Q2: 926,913 shares; 2025Q3: 962,069 shares; 2025Q4: 975,248 shares 975,248 $21.9M 0.12% +13,179 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: 99,228 shares; 2024Q4: 148,984 shares; 2025Q1: 132,413 shares; 2025Q2: 395,568 shares; 2025Q3: 406,911 shares; 2025Q4: 449,157 shares 449,157 $21.7M 0.12% +42,246 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,579 shares; 2024Q4: 66,596 shares; 2025Q1: 63,331 shares; 2025Q2: 63,344 shares; 2025Q3: 64,312 shares; 2025Q4: 61,657 shares 61,657 $21.7M 0.12% -2,655 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,692 shares; 2024Q4: 144,345 shares; 2025Q1: 142,248 shares; 2025Q2: 146,106 shares; 2025Q3: 172,252 shares; 2025Q4: 168,743 shares 168,743 $21.5M 0.12% -3,509 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: 146,491 shares; 2024Q4: 147,571 shares; 2025Q1: 152,168 shares; 2025Q2: 143,905 shares; 2025Q3: 142,774 shares; 2025Q4: 138,426 shares 138,426 $21.5M 0.12% -4,348 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: 132,451 shares; 2024Q4: 132,198 shares; 2025Q1: 135,489 shares; 2025Q2: 138,226 shares; 2025Q3: 127,653 shares; 2025Q4: 131,801 shares 131,801 $21.5M 0.12% +4,148 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: 249,200 shares; 2024Q4: 253,242 shares; 2025Q1: 246,330 shares; 2025Q2: 247,254 shares; 2025Q3: 220,781 shares; 2025Q4: 228,563 shares 228,563 $21.4M 0.12% +7,782 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: 218,074 shares; 2024Q4: 202,854 shares; 2025Q1: 209,391 shares; 2025Q2: 216,689 shares; 2025Q3: 227,260 shares; 2025Q4: 226,463 shares 226,463 $21.3M 0.12% -797 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: 439,649 shares; 2024Q4: 421,606 shares; 2025Q1: 270,477 shares; 2025Q2: 220,157 shares; 2025Q3: 212,140 shares; 2025Q4: 244,123 shares 244,123 $21.3M 0.12% +31,983 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: 173,887 shares; 2025Q1: 124,107 shares; 2025Q2: 131,129 shares; 2025Q3: 114,527 shares; 2025Q4: 122,204 shares 122,204 $20.9M 0.11% +7,677 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: 593,046 shares; 2024Q4: 654,721 shares; 2025Q1: 249,141 shares; 2025Q2: 259,270 shares; 2025Q3: 275,841 shares; 2025Q4: 276,648 shares 276,648 $20.5M 0.11% +807 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,348 shares; 2024Q4: 14,969 shares; 2025Q1: 14,074 shares; 2025Q2: 14,527 shares; 2025Q3: 15,871 shares; 2025Q4: 18,761 shares 18,761 $20.1M 0.11% +2,890 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: 30,183 shares; 2024Q4: 30,804 shares; 2025Q1: 30,472 shares; 2025Q2: 30,110 shares; 2025Q3: 29,902 shares; 2025Q4: 174,688 shares 174,688 $20M 0.11% +144,786 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: 108,419 shares; 2024Q4: 105,287 shares; 2025Q1: 114,769 shares; 2025Q2: 188,454 shares; 2025Q3: 224,762 shares; 2025Q4: 459,625 shares 459,625 $19.6M 0.11% +234,863 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885,359 shares; 2024Q4: 965,775 shares; 2025Q1: 938,147 shares; 2025Q2: 928,696 shares; 2025Q3: 870,587 shares; 2025Q4: 839,357 shares 839,357 $19.6M 0.11% -31,230 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: 39,351 shares; 2024Q4: 36,550 shares; 2025Q1: 36,357 shares; 2025Q2: 39,970 shares; 2025Q3: 42,419 shares; 2025Q4: 55,367 shares 55,367 $19.6M 0.11% +12,948 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: 1,096,370 shares; 2024Q4: 1,074,880 shares; 2025Q1: 1,021,874 shares; 2025Q2: 838,177 shares; 2025Q3: 381,829 shares; 2025Q4: 320,047 shares 320,047 $19.3M 0.11% -61,782 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: 627,221 shares; 2024Q4: 566,599 shares; 2025Q1: 562,181 shares; 2025Q2: 632,141 shares; 2025Q3: 622,817 shares; 2025Q4: 714,911 shares 714,911 $19.2M 0.11% +92,094 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391,616 shares; 2025Q3: 426,768 shares; 2025Q4: 432,625 shares 432,625 $19.1M 0.1% +5,857 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: 44,908 shares; 2024Q4: 44,012 shares; 2025Q1: 41,503 shares; 2025Q2: 46,666 shares; 2025Q3: 47,532 shares; 2025Q4: 44,436 shares 44,436 $18.9M 0.1% -3,096 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,115 shares; 2024Q4: 101,821 shares; 2025Q1: 100,725 shares; 2025Q2: 97,374 shares; 2025Q3: 91,744 shares; 2025Q4: 82,918 shares 82,918 $18.9M 0.1% -8,826 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,908 shares; 2024Q4: 104,911 shares; 2025Q1: 92,181 shares; 2025Q2: 88,801 shares; 2025Q3: 91,955 shares; 2025Q4: 90,009 shares 90,009 $18.8M 0.1% -1,946 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: 408,511 shares; 2024Q4: 445,245 shares; 2025Q1: 489,722 shares; 2025Q2: 605,114 shares; 2025Q3: 665,072 shares; 2025Q4: 330,253 shares 330,253 $18.8M 0.1% -334,819 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,840 shares; 2024Q4: 335,084 shares; 2025Q1: 340,151 shares; 2025Q2: 345,099 shares; 2025Q3: 324,697 shares; 2025Q4: 675,296 shares 675,296 $18.3M 0.1% +350,599 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: 320,676 shares; 2024Q4: 343,064 shares; 2025Q1: 335,830 shares; 2025Q2: 312,449 shares; 2025Q3: 332,852 shares; 2025Q4: 339,255 shares 339,255 $18.3M 0.1% +6,403 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: 194,426 shares; 2024Q4: 196,872 shares; 2025Q1: 198,884 shares; 2025Q2: 210,547 shares; 2025Q3: 178,032 shares; 2025Q4: 183,084 shares 183,084 $18.3M 0.1% +5,052 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,122 shares; 2024Q4: 147,779 shares; 2025Q1: 114,216 shares; 2025Q2: 120,479 shares; 2025Q3: 116,088 shares; 2025Q4: 111,919 shares 111,919 $18.2M 0.1% -4,169 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,631 shares; 2024Q4: 20,659 shares; 2025Q1: 37,863 shares; 2025Q2: 47,603 shares; 2025Q3: 68,574 shares; 2025Q4: 72,296 shares 72,296 $18.2M 0.1% +3,722 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: 156,161 shares; 2024Q4: 157,286 shares; 2025Q1: 163,589 shares; 2025Q2: 162,532 shares; 2025Q3: 179,491 shares; 2025Q4: 202,912 shares 202,912 $17.9M 0.1% +23,421 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: 79,439 shares; 2024Q4: 77,901 shares; 2025Q1: 78,044 shares; 2025Q2: 80,411 shares; 2025Q3: 80,193 shares; 2025Q4: 80,562 shares 80,562 $17.7M 0.1% +369 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,749 shares; 2024Q4: 63,992 shares; 2025Q1: 66,854 shares; 2025Q2: 74,718 shares; 2025Q3: 77,292 shares; 2025Q4: 77,477 shares 77,477 $17.6M 0.1% +185 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: 8,103 shares; 2024Q4: 12,728 shares; 2025Q1: 510,272 shares; 2025Q2: 565,722 shares; 2025Q3: 562,120 shares; 2025Q4: 650,264 shares 650,264 $17.3M 0.09% +88,144 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,861 shares; 2024Q4: 21,775 shares; 2025Q1: 15,528 shares; 2025Q2: 14,384 shares; 2025Q3: 13,799 shares; 2025Q4: 13,974 shares 13,974 $17M 0.09% +175 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: 514,989 shares; 2024Q4: 444,918 shares; 2025Q1: 417,259 shares; 2025Q2: 433,149 shares; 2025Q3: 517,382 shares; 2025Q4: 526,743 shares 526,743 $16.9M 0.09% +9,361 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: 355,837 shares; 2024Q4: 379,599 shares; 2025Q1: 395,360 shares; 2025Q2: 441,686 shares; 2025Q3: 551,158 shares; 2025Q4: 670,339 shares 670,339 $16.7M 0.09% +119,181 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: 233,606 shares; 2024Q4: 219,293 shares; 2025Q1: 219,857 shares; 2025Q2: 211,590 shares; 2025Q3: 215,272 shares; 2025Q4: 197,667 shares 197,667 $16.6M 0.09% -17,605 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: 89,507 shares; 2024Q4: 89,919 shares; 2025Q1: 85,024 shares; 2025Q2: 86,120 shares; 2025Q3: 79,622 shares; 2025Q4: 67,062 shares 67,062 $16.5M 0.09% -12,560 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: 237,544 shares; 2024Q4: 257,599 shares; 2025Q1: 232,620 shares; 2025Q2: 321,235 shares; 2025Q3: 376,110 shares; 2025Q4: 326,098 shares 326,098 $16.4M 0.09% -50,012 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,769 shares; 2024Q4: 213,856 shares; 2025Q1: 216,590 shares; 2025Q2: 172,932 shares; 2025Q3: 170,592 shares; 2025Q4: 173,006 shares 173,006 $16.3M 0.09% +2,414 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: 181,843 shares; 2024Q4: 181,042 shares; 2025Q1: 152,782 shares; 2025Q2: 151,907 shares; 2025Q3: 166,198 shares; 2025Q4: 169,600 shares 169,600 $16.3M 0.09% +3,402 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,237 shares; 2024Q4: 133,268 shares; 2025Q1: 61,790 shares; 2025Q2: 82,835 shares; 2025Q3: 95,410 shares; 2025Q4: 100,961 shares 100,961 $16.3M 0.09% +5,551 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,635 shares; 2024Q4: 82,008 shares; 2025Q1: 84,691 shares; 2025Q2: 91,759 shares; 2025Q3: 101,301 shares; 2025Q4: 104,732 shares 104,732 $16.2M 0.09% +3,431 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,424 shares; 2024Q4: 87,798 shares; 2025Q1: 85,604 shares; 2025Q2: 84,109 shares; 2025Q3: 96,862 shares; 2025Q4: 86,660 shares 86,660 $16.1M 0.09% -10,202 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,598 shares; 2024Q4: 28,382 shares; 2025Q1: 24,779 shares; 2025Q2: 25,096 shares; 2025Q3: 31,793 shares; 2025Q4: 30,657 shares 30,657 $16M 0.09% -1,136 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: 197,534 shares; 2024Q4: 192,776 shares; 2025Q1: 189,904 shares; 2025Q2: 199,200 shares; 2025Q3: 202,666 shares; 2025Q4: 204,985 shares 204,985 $15.9M 0.09% +2,319 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: 113,355 shares; 2024Q4: 114,130 shares; 2025Q1: 97,099 shares; 2025Q2: 147,898 shares; 2025Q3: 154,439 shares; 2025Q4: 160,230 shares 160,230 $15.9M 0.09% +5,791 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: 95,636 shares; 2024Q4: 108,250 shares; 2025Q1: 109,216 shares; 2025Q2: 114,706 shares; 2025Q3: 116,247 shares; 2025Q4: 117,970 shares 117,970 $15.7M 0.09% +1,723 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,636 shares; 2025Q4: 135,265 shares 135,265 $15.5M 0.08% +53,629 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,803 shares; 2024Q4: 420,552 shares; 2025Q1: 432,458 shares; 2025Q2: 416,649 shares; 2025Q3: 441,379 shares; 2025Q4: 639,888 shares 639,888 $15.5M 0.08% +198,509 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,646 shares; 2024Q4: 367,317 shares; 2025Q1: 374,137 shares; 2025Q2: 365,693 shares; 2025Q3: 396,938 shares; 2025Q4: 637,204 shares 637,204 $15.5M 0.08% +240,266 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 23,116 shares; 2025Q1: 18,696 shares; 2025Q2: 19,015 shares; 2025Q3: 18,157 shares; 2025Q4: 17,064 shares 17,064 $15.5M 0.08% -1,093 Timeline PAAA 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: 84,551 shares; 2024Q4: 85,484 shares; 2025Q1: 87,842 shares; 2025Q2: 87,385 shares; 2025Q3: 89,465 shares; 2025Q4: 300,735 shares 300,735 $15.4M 0.08% +211,270 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,160 shares; 2024Q4: 868,129 shares; 2025Q1: 575,916 shares; 2025Q2: 613,460 shares; 2025Q3: 623,010 shares; 2025Q4: 637,275 shares 637,275 $15.3M 0.08% +14,265 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: 52,572 shares; 2024Q4: 45,031 shares; 2025Q1: 45,879 shares; 2025Q2: 44,280 shares; 2025Q3: 51,799 shares; 2025Q4: 53,446 shares 53,446 $15.3M 0.08% +1,647 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: 250,742 shares; 2024Q4: 250,703 shares; 2025Q1: 251,521 shares; 2025Q2: 150,305 shares; 2025Q3: 148,194 shares; 2025Q4: 147,143 shares 147,143 $15.2M 0.08% -1,051 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,754 shares; 2024Q4: 17,133 shares; 2025Q1: 16,054 shares; 2025Q2: 17,800 shares; 2025Q3: 19,739 shares; 2025Q4: 22,884 shares 22,884 $15.2M 0.08% +3,145 Timeline TAFI 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: 86,617 shares; 2024Q4: 213,229 shares; 2025Q1: 441,571 shares; 2025Q2: 469,053 shares; 2025Q3: 499,625 shares; 2025Q4: 598,508 shares 598,508 $15.1M 0.08% +98,883 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: 82,155 shares; 2024Q4: 79,933 shares; 2025Q1: 55,136 shares; 2025Q2: 60,798 shares; 2025Q3: 65,955 shares; 2025Q4: 65,719 shares 65,719 $15M 0.08% -236 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,295 shares; 2024Q4: 41,103 shares; 2025Q1: 41,022 shares; 2025Q2: 43,920 shares; 2025Q3: 46,824 shares; 2025Q4: 46,058 shares 46,058 $14.9M 0.08% -766 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,026 shares; 2024Q4: 123,709 shares; 2025Q1: 166,951 shares; 2025Q2: 188,541 shares; 2025Q3: 160,944 shares; 2025Q4: 140,518 shares 140,518 $14.9M 0.08% -20,426 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: 88,405 shares; 2024Q4: 107,042 shares; 2025Q1: 131,813 shares; 2025Q2: 134,607 shares; 2025Q3: 128,914 shares; 2025Q4: 173,077 shares 173,077 $14.8M 0.08% +44,163 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497,035 shares; 2025Q4: 579,046 shares 579,046 $14.8M 0.08% +82,011 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: 42,780 shares; 2024Q4: 41,123 shares; 2025Q1: 42,115 shares; 2025Q2: 45,269 shares; 2025Q3: 47,013 shares; 2025Q4: 49,056 shares 49,056 $14.8M 0.08% +2,043 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: 180,568 shares; 2024Q4: 227,081 shares; 2025Q1: 265,207 shares; 2025Q2: 234,754 shares; 2025Q3: 249,948 shares; 2025Q4: 137,970 shares 137,970 $14.7M 0.08% -111,978 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,732 shares; 2024Q4: 75,380 shares; 2025Q1: 74,211 shares; 2025Q2: 89,291 shares; 2025Q3: 94,172 shares; 2025Q4: 90,770 shares 90,770 $14.7M 0.08% -3,402 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,416 shares; 2024Q4: 122,599 shares; 2025Q1: 129,514 shares; 2025Q2: 138,584 shares; 2025Q3: 138,501 shares; 2025Q4: 152,399 shares 152,399 $14.7M 0.08% +13,898 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,465 shares; 2024Q4: 51,005 shares; 2025Q1: 53,243 shares; 2025Q2: 54,729 shares; 2025Q3: 49,704 shares; 2025Q4: 51,067 shares 51,067 $14.7M 0.08% +1,363 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,057 shares; 2024Q4: 139,334 shares; 2025Q1: 145,999 shares; 2025Q2: 142,942 shares; 2025Q3: 131,971 shares; 2025Q4: 198,330 shares 198,330 $14.6M 0.08% +66,359 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,714 shares; 2024Q4: 171,438 shares; 2025Q1: 181,083 shares; 2025Q2: 179,111 shares; 2025Q3: 175,662 shares; 2025Q4: 165,104 shares 165,104 $14.6M 0.08% -10,558 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,034 shares; 2024Q4: 49,626 shares; 2025Q1: 74,711 shares; 2025Q2: 86,839 shares; 2025Q3: 80,697 shares; 2025Q4: 74,790 shares 74,790 $14.5M 0.08% -5,907 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: 65,547 shares; 2024Q4: 69,397 shares; 2025Q1: 84,008 shares; 2025Q2: 93,737 shares; 2025Q3: 87,179 shares; 2025Q4: 90,720 shares 90,720 $14.5M 0.08% +3,541 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,221 shares; 2024Q4: 14,144 shares; 2025Q1: 14,638 shares; 2025Q2: 14,137 shares; 2025Q3: 17,265 shares; 2025Q4: 304,355 shares 304,355 $14.4M 0.08% +287,090 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: 140,667 shares; 2024Q4: 151,120 shares; 2025Q1: 151,834 shares; 2025Q2: 140,677 shares; 2025Q3: 134,618 shares; 2025Q4: 130,719 shares 130,719 $14.4M 0.08% -3,899 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: 78,476 shares; 2024Q4: 84,466 shares; 2025Q1: 79,491 shares; 2025Q2: 92,530 shares; 2025Q3: 96,304 shares; 2025Q4: 105,169 shares 105,169 $14.4M 0.08% +8,865 Timeline FIDU 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: 152,542 shares; 2024Q4: 155,233 shares; 2025Q1: 160,238 shares; 2025Q2: 163,919 shares; 2025Q3: 172,068 shares; 2025Q4: 173,919 shares 173,919 $14.3M 0.08% +1,851 Timeline ISPY 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: 88,736 shares; 2024Q4: 96,139 shares; 2025Q1: 92,205 shares; 2025Q2: 88,107 shares; 2025Q3: 86,695 shares; 2025Q4: 311,920 shares 311,920 $14.2M 0.08% +225,225 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,123 shares; 2024Q4: 163,765 shares; 2025Q1: 166,405 shares; 2025Q2: 173,391 shares; 2025Q3: 184,293 shares; 2025Q4: 185,555 shares 185,555 $14.2M 0.08% +1,262 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,509 shares; 2024Q4: 84,906 shares; 2025Q1: 84,897 shares; 2025Q2: 86,046 shares; 2025Q3: 83,606 shares; 2025Q4: 82,244 shares 82,244 $14.2M 0.08% -1,362 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: 383,411 shares; 2024Q4: 326,455 shares; 2025Q1: 309,860 shares; 2025Q2: 323,213 shares; 2025Q3: 330,521 shares; 2025Q4: 426,979 shares 426,979 $14.1M 0.08% +96,458 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,142 shares; 2024Q4: 54,625 shares; 2025Q1: 48,854 shares; 2025Q2: 50,740 shares; 2025Q3: 60,567 shares; 2025Q4: 79,444 shares 79,444 $14.1M 0.08% +18,877 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,365 shares; 2024Q4: 294,889 shares; 2025Q1: 306,705 shares; 2025Q2: 307,663 shares; 2025Q3: 328,775 shares; 2025Q4: 546,466 shares 546,466 $13.9M 0.08% +217,691 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: 454,814 shares; 2024Q4: 485,785 shares; 2025Q1: 363,000 shares; 2025Q2: 344,942 shares; 2025Q3: 317,765 shares; 2025Q4: 311,809 shares 311,809 $13.8M 0.08% -5,956 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: 192,436 shares; 2024Q4: 187,126 shares; 2025Q1: 184,590 shares; 2025Q2: 191,940 shares; 2025Q3: 189,076 shares; 2025Q4: 174,365 shares 174,365 $13.8M 0.08% -14,711 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: 443,442 shares; 2024Q4: 473,999 shares; 2025Q1: 297,078 shares; 2025Q2: 273,239 shares; 2025Q3: 299,478 shares; 2025Q4: 293,479 shares 293,479 $13.8M 0.08% -5,999 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,638 shares; 2024Q4: 130,841 shares; 2025Q1: 149,382 shares; 2025Q2: 157,228 shares; 2025Q3: 151,559 shares; 2025Q4: 148,901 shares 148,901 $13.7M 0.07% -2,658 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: 912,589 shares; 2024Q4: 924,802 shares; 2025Q1: 803,655 shares; 2025Q2: 803,385 shares; 2025Q3: 476,939 shares; 2025Q4: 497,404 shares 497,404 $13.6M 0.07% +20,465 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: 225,864 shares; 2024Q4: 244,664 shares; 2025Q1: 245,465 shares; 2025Q2: 184,710 shares; 2025Q3: 186,493 shares; 2025Q4: 189,098 shares 189,098 $13.6M 0.07% +2,605 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,843 shares; 2024Q4: 85,772 shares; 2025Q1: 69,531 shares; 2025Q2: 68,929 shares; 2025Q3: 67,451 shares; 2025Q4: 66,758 shares 66,758 $13.6M 0.07% -693 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: 22,695 shares; 2024Q4: 22,589 shares; 2025Q1: 21,984 shares; 2025Q2: 21,602 shares; 2025Q3: 56,980 shares; 2025Q4: 62,912 shares 62,912 $13.5M 0.07% +5,932 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,588 shares; 2024Q4: 48,709 shares; 2025Q1: 86,613 shares; 2025Q2: 88,585 shares; 2025Q3: 67,461 shares; 2025Q4: 65,598 shares 65,598 $13.5M 0.07% -1,863 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: 259,657 shares; 2024Q4: 275,647 shares; 2025Q1: 276,255 shares; 2025Q2: 208,213 shares; 2025Q3: 208,545 shares; 2025Q4: 212,587 shares 212,587 $13.4M 0.07% +4,042 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,819 shares; 2024Q4: 275,710 shares; 2025Q1: 264,866 shares; 2025Q2: 272,477 shares; 2025Q3: 280,622 shares; 2025Q4: 248,216 shares 248,216 $13.4M 0.07% -32,406 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,642 shares; 2024Q4: 224,993 shares; 2025Q1: 217,420 shares; 2025Q2: 217,445 shares; 2025Q3: 222,312 shares; 2025Q4: 231,699 shares 231,699 $13.1M 0.07% +9,387 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: 467,211 shares; 2024Q4: 486,818 shares; 2025Q1: 457,743 shares; 2025Q2: 443,195 shares; 2025Q3: 430,294 shares; 2025Q4: 429,735 shares 429,735 $13M 0.07% -559 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,522 shares; 2024Q4: 49,620 shares; 2025Q1: 42,991 shares; 2025Q2: 42,895 shares; 2025Q3: 44,481 shares; 2025Q4: 47,480 shares 47,480 $13M 0.07% +2,999 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: 99,061 shares; 2024Q4: 96,359 shares; 2025Q1: 96,706 shares; 2025Q2: 91,819 shares; 2025Q3: 91,643 shares; 2025Q4: 91,591 shares 91,591 $12.7M 0.07% -52 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: 39,277 shares; 2024Q4: 33,053 shares; 2025Q1: 32,406 shares; 2025Q2: 33,236 shares; 2025Q3: 35,905 shares; 2025Q4: 35,178 shares 35,178 $12.7M 0.07% -727 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,276 shares; 2024Q4: 91,913 shares; 2025Q1: 76,964 shares; 2025Q2: 78,568 shares; 2025Q3: 91,723 shares; 2025Q4: 91,562 shares 91,562 $12.6M 0.07% -161 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: 34,301 shares; 2024Q4: 31,269 shares; 2025Q1: 30,135 shares; 2025Q2: 22,998 shares; 2025Q3: 22,390 shares; 2025Q4: 22,215 shares 22,215 $12.6M 0.07% -175 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,569 shares; 2024Q4: 163,559 shares; 2025Q1: 160,412 shares; 2025Q2: 156,918 shares; 2025Q3: 158,426 shares; 2025Q4: 158,250 shares 158,250 $12.6M 0.07% -176 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,256 shares; 2024Q4: 36,320 shares; 2025Q1: 35,542 shares; 2025Q2: 35,286 shares; 2025Q3: 41,028 shares; 2025Q4: 43,649 shares 43,649 $12.6M 0.07% +2,621 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: 103,755 shares; 2024Q4: 76,552 shares; 2025Q1: 81,920 shares; 2025Q2: 85,080 shares; 2025Q3: 81,772 shares; 2025Q4: 84,001 shares 84,001 $12.5M 0.07% +2,229 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,364 shares; 2024Q4: 49,506 shares; 2025Q1: 49,913 shares; 2025Q2: 56,110 shares; 2025Q3: 60,576 shares; 2025Q4: 62,985 shares 62,985 $12.5M 0.07% +2,409 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: 51,301 shares; 2024Q4: 55,100 shares; 2025Q1: 72,279 shares; 2025Q2: 96,707 shares; 2025Q3: 97,928 shares; 2025Q4: 96,496 shares 96,496 $12.4M 0.07% -1,432 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,868 shares; 2024Q4: 151,484 shares; 2025Q1: 134,799 shares; 2025Q2: 138,041 shares; 2025Q3: 142,757 shares; 2025Q4: 169,253 shares 169,253 $12.4M 0.07% +26,496 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: 54,612 shares; 2024Q4: 62,340 shares; 2025Q1: 87,635 shares; 2025Q2: 84,166 shares; 2025Q3: 114,438 shares; 2025Q4: 95,842 shares 95,842 $12.4M 0.07% -18,596 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: 450,735 shares; 2024Q4: 425,908 shares; 2025Q1: 417,180 shares; 2025Q2: 404,354 shares; 2025Q3: 448,537 shares; 2025Q4: 395,355 shares 395,355 $12.2M 0.07% -53,182 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,247 shares; 2024Q4: 47,712 shares; 2025Q1: 46,595 shares; 2025Q2: 49,368 shares; 2025Q3: 44,642 shares; 2025Q4: 42,295 shares 42,295 $12.2M 0.07% -2,347 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: 72,479 shares; 2024Q4: 70,716 shares; 2025Q1: 55,698 shares; 2025Q2: 61,794 shares; 2025Q3: 82,937 shares; 2025Q4: 86,421 shares 86,421 $12.2M 0.07% +3,484 Timeline VGK 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: 121,029 shares; 2024Q4: 140,118 shares; 2025Q1: 37,433 shares; 2025Q2: 37,958 shares; 2025Q3: 53,977 shares; 2025Q4: 145,693 shares 145,693 $12.2M 0.07% +91,716 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,971 shares; 2024Q4: 262,609 shares; 2025Q1: 244,893 shares; 2025Q2: 245,482 shares; 2025Q3: 239,115 shares; 2025Q4: 243,163 shares 243,163 $12M 0.07% +4,048 Timeline PRFZ 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: 36,315 shares; 2024Q4: 37,364 shares; 2025Q1: 38,423 shares; 2025Q2: 41,255 shares; 2025Q3: 295,982 shares; 2025Q4: 260,181 shares 260,181 $11.9M 0.07% -35,801 Timeline SFLO 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: 528,515 shares; 2024Q4: 569,686 shares; 2025Q1: 424,340 shares; 2025Q2: 451,151 shares; 2025Q3: 451,913 shares; 2025Q4: 404,824 shares 404,824 $11.9M 0.07% -47,089 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,981 shares; 2024Q4: 31,385 shares; 2025Q1: 30,934 shares; 2025Q2: 34,113 shares; 2025Q3: 28,559 shares; 2025Q4: 30,603 shares 30,603 $11.9M 0.07% +2,044 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,891 shares; 2024Q4: 257,797 shares; 2025Q1: 255,086 shares; 2025Q2: 253,095 shares; 2025Q3: 244,345 shares; 2025Q4: 238,111 shares 238,111 $11.9M 0.07% -6,234 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: 51,044 shares; 2024Q4: 59,982 shares; 2025Q1: 56,131 shares; 2025Q2: 46,634 shares; 2025Q3: 34,477 shares; 2025Q4: 33,768 shares 33,768 $11.8M 0.06% -709 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: 763,784 shares; 2024Q4: 684,406 shares; 2025Q1: 605,859 shares; 2025Q2: 577,469 shares; 2025Q3: 534,430 shares; 2025Q4: 395,267 shares 395,267 $11.8M 0.06% -139,163 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,355 shares; 2024Q4: 28,937 shares; 2025Q1: 21,846 shares; 2025Q2: 132,422 shares; 2025Q3: 442,650 shares; 2025Q4: 507,004 shares 507,004 $11.8M 0.06% +64,354 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,783 shares; 2024Q4: 46,184 shares; 2025Q1: 33,391 shares; 2025Q2: 33,836 shares; 2025Q3: 33,974 shares; 2025Q4: 33,976 shares 33,976 $11.7M 0.06% +2 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: 50,371 shares; 2024Q4: 50,673 shares; 2025Q1: 124,342 shares; 2025Q2: 124,349 shares; 2025Q3: 133,593 shares; 2025Q4: 127,868 shares 127,868 $11.7M 0.06% -5,725 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,347 shares; 2024Q4: 102,593 shares; 2025Q1: 106,353 shares; 2025Q2: 108,439 shares; 2025Q3: 93,627 shares; 2025Q4: 80,322 shares 80,322 $11.6M 0.06% -13,305 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,463 shares; 2024Q4: 61,744 shares; 2025Q1: 60,984 shares; 2025Q2: 62,055 shares; 2025Q3: 59,483 shares; 2025Q4: 61,457 shares 61,457 $11.6M 0.06% +1,974 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: 164,746 shares; 2024Q4: 100,842 shares; 2025Q1: 116,894 shares; 2025Q2: 126,566 shares; 2025Q3: 137,263 shares; 2025Q4: 148,261 shares 148,261 $11.5M 0.06% +10,998 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 8,579 shares; 2025Q1: 14,041 shares; 2025Q2: 16,885 shares; 2025Q3: 18,641 shares; 2025Q4: 20,809 shares 20,809 $11.5M 0.06% +2,168 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: 165,805 shares; 2024Q4: 175,602 shares; 2025Q1: 172,886 shares; 2025Q2: 195,361 shares; 2025Q3: 194,853 shares; 2025Q4: 195,841 shares 195,841 $11.5M 0.06% +988 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: 129,034 shares; 2024Q4: 121,255 shares; 2025Q1: 126,414 shares; 2025Q2: 130,901 shares; 2025Q3: 132,386 shares; 2025Q4: 137,630 shares 137,630 $11.4M 0.06% +5,244 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,292 shares; 2024Q4: 343,155 shares; 2025Q1: 374,636 shares; 2025Q2: 400,986 shares; 2025Q3: 204,953 shares; 2025Q4: 213,498 shares 213,498 $11.4M 0.06% +8,545 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,034 shares; 2024Q4: 95,134 shares; 2025Q1: 92,004 shares; 2025Q2: 99,627 shares; 2025Q3: 103,789 shares; 2025Q4: 107,788 shares 107,788 $11.4M 0.06% +3,999 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: 450,578 shares; 2024Q4: 468,075 shares; 2025Q1: 475,542 shares; 2025Q2: 513,281 shares; 2025Q3: 517,182 shares; 2025Q4: 413,733 shares 413,733 $11.3M 0.06% -103,449 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: 127,557 shares; 2024Q4: 125,889 shares; 2025Q1: 108,296 shares; 2025Q2: 91,166 shares; 2025Q3: 100,812 shares; 2025Q4: 141,756 shares 141,756 $11.3M 0.06% +40,944 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: 87,959 shares; 2024Q4: 79,368 shares; 2025Q1: 79,641 shares; 2025Q2: 87,220 shares; 2025Q3: 88,763 shares; 2025Q4: 92,500 shares 92,500 $11.3M 0.06% +3,737 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,377 shares; 2024Q4: 118,463 shares; 2025Q1: 140,421 shares; 2025Q2: 145,900 shares; 2025Q3: 153,713 shares; 2025Q4: 152,840 shares 152,840 $11.2M 0.06% -873 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,560 shares; 2024Q4: 254,072 shares; 2025Q1: 183,885 shares; 2025Q2: 215,506 shares; 2025Q3: 223,996 shares; 2025Q4: 229,015 shares 229,015 $11.2M 0.06% +5,019 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,375 shares; 2024Q4: 388,375 shares; 2025Q1: 379,310 shares; 2025Q2: 377,566 shares; 2025Q3: 375,782 shares; 2025Q4: 375,782 shares 375,782 $11.2M 0.06% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,514 shares; 2025Q1: 153,234 shares; 2025Q2: 11,196 shares; 2025Q3: 246,392 shares; 2025Q4: 267,442 shares 267,442 $11.1M 0.06% +21,050 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: 122,000 shares; 2024Q4: 126,746 shares; 2025Q1: 164,840 shares; 2025Q2: 197,048 shares; 2025Q3: 181,646 shares; 2025Q4: 185,007 shares 185,007 $11.1M 0.06% +3,361 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: 59,025 shares; 2024Q4: 45,759 shares; 2025Q1: 55,124 shares; 2025Q2: 44,275 shares; 2025Q3: 44,680 shares; 2025Q4: 75,603 shares 75,603 $11.1M 0.06% +30,923 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: 160,906 shares; 2024Q4: 167,819 shares; 2025Q1: 120,559 shares; 2025Q2: 129,069 shares; 2025Q3: 123,737 shares; 2025Q4: 121,598 shares 121,598 $10.9M 0.06% -2,139 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,424 shares; 2024Q4: 327,722 shares; 2025Q1: 354,951 shares; 2025Q2: 331,549 shares; 2025Q3: 410,531 shares; 2025Q4: 432,042 shares 432,042 $10.9M 0.06% +21,511 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,595 shares; 2024Q4: 9,105 shares; 2025Q1: 8,297 shares; 2025Q2: 9,816 shares; 2025Q3: 257,006 shares; 2025Q4: 262,524 shares 262,524 $10.9M 0.06% +5,518 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,634 shares; 2024Q4: 31,025 shares; 2025Q1: 30,388 shares; 2025Q2: 35,815 shares; 2025Q3: 33,155 shares; 2025Q4: 36,943 shares 36,943 $10.8M 0.06% +3,788 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,889 shares; 2024Q4: 304,856 shares; 2025Q1: 300,376 shares; 2025Q2: 267,019 shares; 2025Q3: 213,848 shares; 2025Q4: 210,367 shares 210,367 $10.7M 0.06% -3,481 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,642 shares; 2024Q4: 103,484 shares; 2025Q1: 99,972 shares; 2025Q2: 98,730 shares; 2025Q3: 84,595 shares; 2025Q4: 82,784 shares 82,784 $10.7M 0.06% -1,811 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: 152,365 shares; 2024Q4: 162,496 shares; 2025Q1: 143,769 shares; 2025Q2: 172,915 shares; 2025Q3: 179,854 shares; 2025Q4: 184,441 shares 184,441 $10.7M 0.06% +4,587 Timeline BSCQ 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: 306,023 shares; 2024Q4: 378,165 shares; 2025Q1: 386,086 shares; 2025Q2: 410,746 shares; 2025Q3: 457,110 shares; 2025Q4: 541,465 shares 541,465 $10.6M 0.06% +84,355 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: 18,703 shares; 2024Q4: 19,098 shares; 2025Q1: 20,782 shares; 2025Q2: 24,325 shares; 2025Q3: 24,178 shares; 2025Q4: 28,378 shares 28,378 $10.6M 0.06% +4,200 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,176 shares; 2024Q4: 28,015 shares; 2025Q1: 25,146 shares; 2025Q2: 23,917 shares; 2025Q3: 19,803 shares; 2025Q4: 37,109 shares 37,109 $10.6M 0.06% +17,306 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,640 shares; 2024Q4: 202,927 shares; 2025Q1: 194,149 shares; 2025Q2: 198,089 shares; 2025Q3: 303,638 shares; 2025Q4: 207,713 shares 207,713 $10.5M 0.06% -95,925 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: 180,310 shares; 2024Q4: 218,062 shares; 2025Q1: 210,705 shares; 2025Q2: 214,456 shares; 2025Q3: 232,991 shares; 2025Q4: 220,671 shares 220,671 $10.5M 0.06% -12,320 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,876 shares; 2024Q4: 291,464 shares; 2025Q1: 279,303 shares; 2025Q2: 290,933 shares; 2025Q3: 280,740 shares; 2025Q4: 280,994 shares 280,994 $10.5M 0.06% +254 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: 63,216 shares; 2024Q4: 65,500 shares; 2025Q1: 65,046 shares; 2025Q2: 76,645 shares; 2025Q3: 96,069 shares; 2025Q4: 92,509 shares 92,509 $10.5M 0.06% -3,560 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: 50,096 shares; 2024Q4: 43,783 shares; 2025Q1: 44,565 shares; 2025Q2: 48,587 shares; 2025Q3: 68,858 shares; 2025Q4: 74,127 shares 74,127 $10.5M 0.06% +5,269 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,344 shares; 2025Q1: 17,379 shares; 2025Q2: 14,137 shares; 2025Q3: 11,838 shares; 2025Q4: 202,610 shares 202,610 $10.4M 0.06% +190,772 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,040 shares; 2024Q4: 406,107 shares; 2025Q1: 415,736 shares; 2025Q2: 574,681 shares; 2025Q3: 616,511 shares; 2025Q4: 624,306 shares 624,306 $10.4M 0.06% +7,795 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,770 shares; 2025Q3: 92,584 shares; 2025Q4: 191,450 shares 191,450 $10.4M 0.06% +98,866 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,860 shares; 2024Q4: 50,099 shares; 2025Q1: 33,303 shares; 2025Q2: 37,626 shares; 2025Q3: 37,526 shares; 2025Q4: 37,555 shares 37,555 $10.3M 0.06% +29 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412,425 shares; 2024Q4: 1,556,671 shares; 2025Q1: 1,634,175 shares; 2025Q2: 320,194 shares; 2025Q3: 316,033 shares; 2025Q4: 318,032 shares 318,032 $10.3M 0.06% +1,999 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: 36,602 shares; 2024Q4: 39,479 shares; 2025Q1: 34,290 shares; 2025Q2: 37,137 shares; 2025Q3: 85,526 shares; 2025Q4: 95,662 shares 95,662 $10.2M 0.06% +10,136 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: 47,179 shares; 2024Q4: 46,682 shares; 2025Q1: 38,923 shares; 2025Q2: 49,703 shares; 2025Q3: 54,909 shares; 2025Q4: 62,896 shares 62,896 $10.2M 0.06% +7,987 Timeline BSCR 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: 276,288 shares; 2024Q4: 343,314 shares; 2025Q1: 353,629 shares; 2025Q2: 387,235 shares; 2025Q3: 449,067 shares; 2025Q4: 514,357 shares 514,357 $10.2M 0.06% +65,290 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: 21,390 shares; 2024Q4: 21,237 shares; 2025Q1: 26,637 shares; 2025Q2: 28,524 shares; 2025Q3: 33,951 shares; 2025Q4: 36,218 shares 36,218 $10.1M 0.06% +2,267 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,841 shares; 2024Q4: 24,847 shares; 2025Q1: 23,836 shares; 2025Q2: 25,771 shares; 2025Q3: 26,464 shares; 2025Q4: 26,210 shares 26,210 $10M 0.05% -254 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: 105,073 shares; 2024Q4: 94,759 shares; 2025Q1: 98,700 shares; 2025Q2: 102,188 shares; 2025Q3: 108,467 shares; 2025Q4: 126,550 shares 126,550 $9.97M 0.05% +18,083 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: 230,859 shares; 2024Q4: 229,145 shares; 2025Q1: 222,527 shares; 2025Q2: 209,705 shares; 2025Q3: 215,624 shares; 2025Q4: 211,226 shares 211,226 $9.89M 0.05% -4,398 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,855 shares; 2024Q4: 99,317 shares; 2025Q1: 81,030 shares; 2025Q2: 68,856 shares; 2025Q3: 60,442 shares; 2025Q4: 61,981 shares 61,981 $9.87M 0.05% +1,539 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,299 shares; 2024Q4: 106,762 shares; 2025Q1: 70,638 shares; 2025Q2: 74,647 shares; 2025Q3: 133,830 shares; 2025Q4: 84,140 shares 84,140 $9.87M 0.05% -49,690 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,362 shares; 2024Q4: 101,742 shares; 2025Q1: 95,423 shares; 2025Q2: 102,167 shares; 2025Q3: 105,291 shares; 2025Q4: 106,401 shares 106,401 $9.83M 0.05% +1,110 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: 261,604 shares; 2024Q4: 256,380 shares; 2025Q1: 234,875 shares; 2025Q2: 245,235 shares; 2025Q3: 254,861 shares; 2025Q4: 265,943 shares 265,943 $9.81M 0.05% +11,082 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,979 shares; 2024Q4: 195,306 shares; 2025Q1: 199,561 shares; 2025Q2: 185,367 shares; 2025Q3: 226,654 shares; 2025Q4: 271,330 shares 271,330 $9.78M 0.05% +44,676 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,396 shares; 2024Q4: 228,966 shares; 2025Q1: 244,777 shares; 2025Q2: 282,808 shares; 2025Q3: 367,149 shares; 2025Q4: 474,328 shares 474,328 $9.77M 0.05% +107,179 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: 98,850 shares; 2024Q4: 118,846 shares; 2025Q1: 138,256 shares; 2025Q2: 173,594 shares; 2025Q3: 167,392 shares; 2025Q4: 171,668 shares 171,668 $9.73M 0.05% +4,276 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,703 shares; 2024Q4: 312,277 shares; 2025Q1: 159,377 shares; 2025Q2: 126,867 shares; 2025Q3: 124,423 shares; 2025Q4: 119,236 shares 119,236 $9.7M 0.05% -5,187 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,523 shares; 2024Q4: 307,613 shares; 2025Q1: 301,773 shares; 2025Q2: 253,445 shares; 2025Q3: 248,411 shares; 2025Q4: 252,152 shares 252,152 $9.68M 0.05% +3,741 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,341 shares; 2024Q4: 317,772 shares; 2025Q1: 310,216 shares; 2025Q2: 327,881 shares; 2025Q3: 336,817 shares; 2025Q4: 262,979 shares 262,979 $9.63M 0.05% -73,838 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,054 shares; 2024Q4: 372,303 shares; 2025Q1: 385,566 shares; 2025Q2: 405,509 shares; 2025Q3: 406,713 shares; 2025Q4: 419,785 shares 419,785 $9.6M 0.05% +13,072 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,858 shares; 2025Q3: 193,496 shares; 2025Q4: 193,951 shares 193,951 $9.6M 0.05% +455 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,586 shares; 2024Q4: 86,980 shares; 2025Q1: 83,621 shares; 2025Q2: 79,791 shares; 2025Q3: 79,787 shares; 2025Q4: 78,991 shares 78,991 $9.58M 0.05% -796 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,218 shares; 2024Q4: 132,249 shares; 2025Q1: 117,039 shares; 2025Q2: 382,552 shares; 2025Q3: 404,368 shares; 2025Q4: 392,352 shares 392,352 $9.55M 0.05% -12,016 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: 68,542 shares; 2024Q4: 70,467 shares; 2025Q1: 70,676 shares; 2025Q2: 68,558 shares; 2025Q3: 100,146 shares; 2025Q4: 145,659 shares 145,659 $9.54M 0.05% +45,513 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,285 shares; 2024Q4: 21,247 shares; 2025Q1: 21,610 shares; 2025Q2: 33,832 shares; 2025Q3: 46,026 shares; 2025Q4: 54,939 shares 54,939 $9.46M 0.05% +8,913 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: 961,084 shares; 2024Q4: 927,528 shares; 2025Q1: 677,977 shares; 2025Q2: 821,564 shares; 2025Q3: 627,322 shares; 2025Q4: 632,017 shares 632,017 $9.36M 0.05% +4,695 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: 171,127 shares; 2024Q4: 160,995 shares; 2025Q1: 157,463 shares; 2025Q2: 155,539 shares; 2025Q3: 162,123 shares; 2025Q4: 156,098 shares 156,098 $9.35M 0.05% -6,025 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,179 shares; 2024Q4: 96,277 shares; 2025Q1: 97,474 shares; 2025Q2: 92,033 shares; 2025Q3: 76,646 shares; 2025Q4: 77,867 shares 77,867 $9.32M 0.05% +1,221 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,166 shares; 2024Q4: 203,840 shares; 2025Q1: 196,312 shares; 2025Q2: 194,207 shares; 2025Q3: 211,548 shares; 2025Q4: 194,364 shares 194,364 $9.31M 0.05% -17,184 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: 113,896 shares; 2024Q4: 112,689 shares; 2025Q1: 111,164 shares; 2025Q2: 125,967 shares; 2025Q3: 129,169 shares; 2025Q4: 130,182 shares 130,182 $9.3M 0.05% +1,013 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,726 shares; 2024Q4: 85,449 shares; 2025Q1: 81,616 shares; 2025Q2: 99,306 shares; 2025Q3: 78,812 shares; 2025Q4: 82,773 shares 82,773 $9.29M 0.05% +3,961 Timeline JBBB 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: 58,277 shares; 2024Q4: 75,655 shares; 2025Q1: 79,375 shares; 2025Q2: 142,194 shares; 2025Q3: 184,751 shares; 2025Q4: 193,508 shares 193,508 $9.23M 0.05% +8,757 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,910 shares; 2025Q2: 197,793 shares; 2025Q3: 232,484 shares; 2025Q4: 214,799 shares 214,799 $9.19M 0.05% -17,685 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,120 shares; 2024Q4: 22,443 shares; 2025Q1: 22,906 shares; 2025Q2: 27,002 shares; 2025Q3: 26,597 shares; 2025Q4: 28,423 shares 28,423 $9.18M 0.05% +1,826 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: 105,181 shares; 2024Q4: 93,672 shares; 2025Q1: 95,761 shares; 2025Q2: 85,877 shares; 2025Q3: 108,106 shares; 2025Q4: 82,424 shares 82,424 $9.06M 0.05% -25,682 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: 54,076 shares; 2024Q4: 48,427 shares; 2025Q1: 53,407 shares; 2025Q2: 135,183 shares; 2025Q3: 137,331 shares; 2025Q4: 120,626 shares 120,626 $9.05M 0.05% -16,705 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,576 shares; 2024Q4: 23,862 shares; 2025Q1: 30,372 shares; 2025Q2: 37,222 shares; 2025Q3: 34,933 shares; 2025Q4: 32,853 shares 32,853 $9.05M 0.05% -2,080 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 28,866 shares; 2025Q1: 30,361 shares; 2025Q2: 35,623 shares; 2025Q3: 37,834 shares; 2025Q4: 41,062 shares 41,062 $9.01M 0.05% +3,228 Timeline VDE 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: 62,669 shares; 2024Q4: 64,363 shares; 2025Q1: 53,582 shares; 2025Q2: 53,854 shares; 2025Q3: 53,066 shares; 2025Q4: 71,496 shares 71,496 $9M 0.05% +18,430 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,506 shares; 2024Q4: 30,760 shares; 2025Q1: 29,949 shares; 2025Q2: 27,971 shares; 2025Q3: 77,992 shares; 2025Q4: 112,478 shares 112,478 $9M 0.05% +34,486 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,035 shares; 2024Q4: 66,942 shares; 2025Q1: 66,815 shares; 2025Q2: 76,007 shares; 2025Q3: 86,609 shares; 2025Q4: 93,742 shares 93,742 $8.94M 0.05% +7,133 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,228 shares; 2024Q4: 26,836 shares; 2025Q1: 26,397 shares; 2025Q2: 29,615 shares; 2025Q3: 35,172 shares; 2025Q4: 30,138 shares 30,138 $8.92M 0.05% -5,034 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,065 shares; 2024Q4: 34,982 shares; 2025Q1: 36,249 shares; 2025Q2: 38,146 shares; 2025Q3: 41,418 shares; 2025Q4: 41,928 shares 41,928 $8.89M 0.05% +510 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: 285,693 shares; 2024Q4: 283,907 shares; 2025Q1: 235,127 shares; 2025Q2: 227,545 shares; 2025Q3: 225,830 shares; 2025Q4: 192,814 shares 192,814 $8.88M 0.05% -33,016 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: 76,776 shares; 2024Q4: 79,114 shares; 2025Q1: 79,047 shares; 2025Q2: 255,851 shares; 2025Q3: 278,936 shares; 2025Q4: 357,006 shares 357,006 $8.86M 0.05% +78,070 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,741 shares; 2024Q4: 98,319 shares; 2025Q1: 97,700 shares; 2025Q2: 78,901 shares; 2025Q3: 73,569 shares; 2025Q4: 68,725 shares 68,725 $8.76M 0.05% -4,844 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,459 shares; 2024Q4: 67,886 shares; 2025Q1: 67,689 shares; 2025Q2: 224,032 shares; 2025Q3: 233,922 shares; 2025Q4: 212,258 shares 212,258 $8.76M 0.05% -21,664 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: 137,345 shares; 2024Q4: 152,517 shares; 2025Q1: 241,708 shares; 2025Q2: 263,917 shares; 2025Q3: 251,850 shares; 2025Q4: 229,507 shares 229,507 $8.73M 0.05% -22,343 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,359 shares; 2024Q4: 124,804 shares; 2025Q1: 123,256 shares; 2025Q2: 131,366 shares; 2025Q3: 136,871 shares; 2025Q4: 141,870 shares 141,870 $8.71M 0.05% +4,999 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,305 shares; 2024Q4: 44,285 shares; 2025Q1: 45,321 shares; 2025Q2: 50,921 shares; 2025Q3: 53,420 shares; 2025Q4: 49,514 shares 49,514 $8.69M 0.05% -3,906 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,438 shares; 2024Q4: 156,600 shares; 2025Q1: 150,749 shares; 2025Q2: 153,756 shares; 2025Q3: 155,777 shares; 2025Q4: 159,130 shares 159,130 $8.69M 0.05% +3,353 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: 141,682 shares; 2024Q4: 166,356 shares; 2025Q1: 128,085 shares; 2025Q2: 124,110 shares; 2025Q3: 153,142 shares; 2025Q4: 184,231 shares 184,231 $8.66M 0.05% +31,089 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,841 shares; 2024Q4: 76,425 shares; 2025Q1: 75,100 shares; 2025Q2: 83,496 shares; 2025Q3: 91,125 shares; 2025Q4: 107,220 shares 107,220 $8.66M 0.05% +16,095 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,474 shares; 2024Q4: 63,815 shares; 2025Q1: 60,657 shares; 2025Q2: 63,186 shares; 2025Q3: 66,589 shares; 2025Q4: 85,647 shares 85,647 $8.64M 0.05% +19,058 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 2,930 shares; 2025Q1: 2,895 shares; 2025Q2: 4,456 shares; 2025Q3: 5,550 shares; 2025Q4: 12,736 shares 12,736 $8.62M 0.05% +7,186 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,771 shares; 2024Q4: 75,444 shares; 2025Q1: 78,034 shares; 2025Q2: 76,991 shares; 2025Q3: 82,042 shares; 2025Q4: 171,946 shares 171,946 $8.58M 0.05% +89,904 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,303 shares; 2024Q4: 111,782 shares; 2025Q1: 113,462 shares; 2025Q2: 119,140 shares; 2025Q3: 114,493 shares; 2025Q4: 381,590 shares 381,590 $8.57M 0.05% +267,097 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: 347,900 shares; 2024Q4: 371,080 shares; 2025Q1: 31,862 shares; 2025Q2: 64,107 shares; 2025Q3: 39,139 shares; 2025Q4: 91,379 shares 91,379 $8.51M 0.05% +52,240 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,824 shares; 2024Q4: 22,595 shares; 2025Q1: 9,906 shares; 2025Q2: 9,043 shares; 2025Q3: 9,649 shares; 2025Q4: 10,459 shares 10,459 $8.46M 0.05% +810 Timeline HYMB 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: 267,213 shares; 2024Q4: 248,532 shares; 2025Q1: 392,443 shares; 2025Q2: 105,756 shares; 2025Q3: 313,438 shares; 2025Q4: 338,864 shares 338,864 $8.45M 0.05% +25,426 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: 53,968 shares; 2024Q4: 53,985 shares; 2025Q1: 54,247 shares; 2025Q2: 58,960 shares; 2025Q3: 61,457 shares; 2025Q4: 91,429 shares 91,429 $8.44M 0.05% +29,972 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: 37,514 shares; 2024Q4: 81,450 shares; 2025Q1: 98,438 shares; 2025Q2: 140,448 shares; 2025Q3: 229,101 shares; 2025Q4: 304,745 shares 304,745 $8.42M 0.05% +75,644 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 5,060 shares; 2025Q1: 6,197 shares; 2025Q2: 6,595 shares; 2025Q3: 21,644 shares; 2025Q4: 24,715 shares 24,715 $8.4M 0.05% +3,071 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,204 shares; 2024Q4: 62,763 shares; 2025Q1: 52,642 shares; 2025Q2: 51,873 shares; 2025Q3: 57,648 shares; 2025Q4: 55,981 shares 55,981 $8.34M 0.05% -1,667 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,933 shares; 2024Q4: 18,065 shares; 2025Q1: 17,365 shares; 2025Q2: 16,607 shares; 2025Q3: 39,869 shares; 2025Q4: 45,009 shares 45,009 $8.3M 0.05% +5,140 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: 294,697 shares; 2024Q4: 336,925 shares; 2025Q1: 326,740 shares; 2025Q2: 310,449 shares; 2025Q3: 368,775 shares; 2025Q4: 175,967 shares 175,967 $8.28M 0.05% -192,808 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: 86,297 shares; 2024Q4: 87,063 shares; 2025Q1: 88,951 shares; 2025Q2: 126,778 shares; 2025Q3: 104,049 shares; 2025Q4: 99,557 shares 99,557 $8.25M 0.05% -4,492 Timeline FLCO 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: 234,182 shares; 2024Q4: 255,416 shares; 2025Q1: 259,907 shares; 2025Q2: 237,129 shares; 2025Q3: 278,771 shares; 2025Q4: 380,169 shares 380,169 $8.23M 0.04% +101,398 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,973 shares; 2025Q1: 3,847 shares; 2025Q2: 5,070 shares; 2025Q3: 5,089 shares; 2025Q4: 13,603 shares 13,603 $8.23M 0.04% +8,514 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: 65,130 shares; 2024Q4: 63,288 shares; 2025Q1: 64,674 shares; 2025Q2: 64,722 shares; 2025Q3: 68,226 shares; 2025Q4: 84,471 shares 84,471 $8.18M 0.04% +16,245 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: 51,226 shares; 2024Q4: 42,665 shares; 2025Q1: 54,509 shares; 2025Q2: 53,639 shares; 2025Q3: 54,960 shares; 2025Q4: 57,517 shares 57,517 $8.11M 0.04% +2,557 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,771 shares; 2024Q4: 114,942 shares; 2025Q1: 59,672 shares; 2025Q2: 47,927 shares; 2025Q3: 58,380 shares; 2025Q4: 55,864 shares 55,864 $8.05M 0.04% -2,516 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,032 shares; 2024Q4: 135,504 shares; 2025Q1: 99,014 shares; 2025Q2: 114,618 shares; 2025Q3: 119,701 shares; 2025Q4: 125,502 shares 125,502 $8.04M 0.04% +5,801 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,615 shares; 2024Q4: 61,813 shares; 2025Q1: 60,775 shares; 2025Q2: 76,725 shares; 2025Q3: 75,759 shares; 2025Q4: 82,588 shares 82,588 $8.02M 0.04% +6,829 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,462 shares; 2024Q4: 131,085 shares; 2025Q1: 86,667 shares; 2025Q2: 103,619 shares; 2025Q3: 103,726 shares; 2025Q4: 100,883 shares 100,883 $7.96M 0.04% -2,843 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,715 shares; 2024Q4: 31,977 shares; 2025Q1: 40,916 shares; 2025Q2: 49,657 shares; 2025Q3: 50,496 shares; 2025Q4: 48,772 shares 48,772 $7.96M 0.04% -1,724 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: 62,741 shares; 2024Q4: 60,861 shares; 2025Q1: 61,408 shares; 2025Q2: 61,729 shares; 2025Q3: 79,536 shares; 2025Q4: 81,901 shares 81,901 $7.88M 0.04% +2,365 Timeline BSCT 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: 198,903 shares; 2024Q4: 278,775 shares; 2025Q1: 289,900 shares; 2025Q2: 333,255 shares; 2025Q3: 380,370 shares; 2025Q4: 416,240 shares 416,240 $7.84M 0.04% +35,870 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,568 shares; 2024Q4: 49,970 shares; 2025Q1: 49,415 shares; 2025Q2: 52,234 shares; 2025Q3: 54,590 shares; 2025Q4: 49,776 shares 49,776 $7.8M 0.04% -4,814 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,760 shares; 2025Q1: 35,886 shares; 2025Q2: 30,542 shares; 2025Q3: 43,390 shares; 2025Q4: 102,221 shares 102,221 $7.78M 0.04% +58,831 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: 58,074 shares; 2024Q4: 56,732 shares; 2025Q1: 56,415 shares; 2025Q2: 55,321 shares; 2025Q3: 55,775 shares; 2025Q4: 55,142 shares 55,142 $7.78M 0.04% -633 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,462 shares; 2024Q4: 38,790 shares; 2025Q1: 39,275 shares; 2025Q2: 48,644 shares; 2025Q3: 57,961 shares; 2025Q4: 70,604 shares 70,604 $7.78M 0.04% +12,643 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,413 shares; 2024Q4: 367,704 shares; 2025Q1: 130,238 shares; 2025Q2: 174,010 shares; 2025Q3: 179,242 shares; 2025Q4: 175,118 shares 175,118 $7.76M 0.04% -4,124 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,956 shares; 2024Q4: 121,793 shares; 2025Q1: 116,898 shares; 2025Q2: 116,834 shares; 2025Q3: 112,341 shares; 2025Q4: 112,794 shares 112,794 $7.74M 0.04% +453 Timeline MTBA 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: 118,073 shares; 2024Q4: 146,783 shares; 2025Q1: 128,843 shares; 2025Q2: 135,674 shares; 2025Q3: 145,895 shares; 2025Q4: 153,478 shares 153,478 $7.74M 0.04% +7,583 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409,954 shares; 2025Q3: 431,972 shares; 2025Q4: 441,179 shares 441,179 $7.72M 0.04% +9,207 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,870 shares; 2024Q4: 21,273 shares; 2025Q1: 22,148 shares; 2025Q2: 23,951 shares; 2025Q3: 26,715 shares; 2025Q4: 24,403 shares 24,403 $7.63M 0.04% -2,312 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,474 shares; 2025Q4: 307,420 shares 307,420 $7.63M 0.04% +45,946 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: 75,027 shares; 2024Q4: 71,493 shares; 2025Q1: 62,653 shares; 2025Q2: 94,143 shares; 2025Q3: 93,487 shares; 2025Q4: 89,727 shares 89,727 $7.62M 0.04% -3,760 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: 98,542 shares; 2024Q4: 94,085 shares; 2025Q1: 86,058 shares; 2025Q2: 109,594 shares; 2025Q3: 131,453 shares; 2025Q4: 153,737 shares 153,737 $7.62M 0.04% +22,284 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,926 shares; 2024Q4: 124,667 shares; 2025Q1: 133,734 shares; 2025Q2: not reported; 2025Q3: 22,333 shares; 2025Q4: 344,445 shares 344,445 $7.6M 0.04% +322,112 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,034 shares 116,034 $7.59M 0.04% new 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: 16,335 shares; 2024Q4: 15,719 shares; 2025Q1: 21,936 shares; 2025Q2: 21,877 shares; 2025Q3: 22,860 shares; 2025Q4: 27,319 shares 27,319 $7.57M 0.04% +4,459 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,217 shares; 2024Q4: 23,924 shares; 2025Q1: 31,262 shares; 2025Q2: 40,200 shares; 2025Q3: 45,020 shares; 2025Q4: 50,891 shares 50,891 $7.54M 0.04% +5,871 Timeline JPME 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: 44,952 shares; 2024Q4: 45,578 shares; 2025Q1: 45,463 shares; 2025Q2: 45,824 shares; 2025Q3: 67,014 shares; 2025Q4: 69,363 shares 69,363 $7.54M 0.04% +2,349 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,185 shares; 2024Q4: 113,322 shares; 2025Q1: 111,814 shares; 2025Q2: 118,688 shares; 2025Q3: 137,448 shares; 2025Q4: 118,123 shares 118,123 $7.53M 0.04% -19,325 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: 39,981 shares; 2024Q4: 37,634 shares; 2025Q1: 69,187 shares; 2025Q2: 129,057 shares; 2025Q3: 268,823 shares; 2025Q4: 285,611 shares 285,611 $7.48M 0.04% +16,788 Timeline JTEK 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: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 11,246 shares; 2025Q2: 11,953 shares; 2025Q3: 32,892 shares; 2025Q4: 82,885 shares 82,885 $7.47M 0.04% +49,993 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: 18,037 shares; 2024Q4: 17,012 shares; 2025Q1: 20,343 shares; 2025Q2: 19,486 shares; 2025Q3: 17,108 shares; 2025Q4: 16,672 shares 16,672 $7.41M 0.04% -436 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: 1,737 shares; 2024Q4: 1,596 shares; 2025Q1: 1,501 shares; 2025Q2: 1,586 shares; 2025Q3: 1,340 shares; 2025Q4: 1,370 shares 1,370 $7.34M 0.04% +30 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,686 shares; 2024Q4: 28,777 shares; 2025Q1: 35,076 shares; 2025Q2: 72,605 shares; 2025Q3: 64,347 shares; 2025Q4: 73,002 shares 73,002 $7.29M 0.04% +8,655 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: 845,242 shares; 2024Q4: 900,338 shares; 2025Q1: not reported; 2025Q2: 160,093 shares; 2025Q3: 200,144 shares; 2025Q4: 212,844 shares 212,844 $7.27M 0.04% +12,700 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: 29,564 shares; 2024Q4: 27,004 shares; 2025Q1: 23,954 shares; 2025Q2: 23,660 shares; 2025Q3: 23,571 shares; 2025Q4: 23,967 shares 23,967 $7.22M 0.04% +396 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 18,695 shares; 2025Q1: 86,062 shares; 2025Q2: 89,183 shares; 2025Q3: 90,844 shares; 2025Q4: 107,135 shares 107,135 $7.21M 0.04% +16,291 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,447 shares; 2024Q4: 96,430 shares; 2025Q1: 92,169 shares; 2025Q2: 117,176 shares; 2025Q3: 121,246 shares; 2025Q4: 126,690 shares 126,690 $7.17M 0.04% +5,444 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,331 shares; 2024Q4: 201,192 shares; 2025Q1: 207,272 shares; 2025Q2: 223,092 shares; 2025Q3: 382,142 shares; 2025Q4: 422,221 shares 422,221 $7.14M 0.04% +40,079 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,668 shares; 2024Q4: 52,804 shares; 2025Q1: 36,853 shares; 2025Q2: 33,858 shares; 2025Q3: 31,782 shares; 2025Q4: 29,303 shares 29,303 $7.12M 0.04% -2,479 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: 115,726 shares; 2024Q4: 145,480 shares; 2025Q1: 147,106 shares; 2025Q2: 114,741 shares; 2025Q3: 143,728 shares; 2025Q4: 140,623 shares 140,623 $7.11M 0.04% -3,105 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,549 shares; 2024Q4: 37,808 shares; 2025Q1: 33,985 shares; 2025Q2: 38,722 shares; 2025Q3: 41,002 shares; 2025Q4: 39,146 shares 39,146 $7.09M 0.04% -1,856 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: 23,515 shares; 2024Q4: 22,822 shares; 2025Q1: 23,869 shares; 2025Q2: 22,735 shares; 2025Q3: 22,906 shares; 2025Q4: 22,449 shares 22,449 $7.07M 0.04% -457 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,381 shares; 2024Q4: 172,846 shares; 2025Q1: 171,406 shares; 2025Q2: 187,591 shares; 2025Q3: 180,737 shares; 2025Q4: 194,945 shares 194,945 $7.07M 0.04% +14,208 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,737 shares; 2025Q1: 64,387 shares; 2025Q2: 164,752 shares; 2025Q3: 244,027 shares; 2025Q4: 284,551 shares 284,551 $7.05M 0.04% +40,524 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: 36,251 shares; 2024Q4: 34,074 shares; 2025Q1: 38,316 shares; 2025Q2: 19,636 shares; 2025Q3: 23,307 shares; 2025Q4: 22,680 shares 22,680 $7.04M 0.04% -627 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,063 shares; 2024Q4: 120,547 shares; 2025Q1: 116,747 shares; 2025Q2: 104,367 shares; 2025Q3: 110,736 shares; 2025Q4: 84,913 shares 84,913 $7.03M 0.04% -25,823 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,111 shares; 2024Q4: 120,490 shares; 2025Q1: 108,234 shares; 2025Q2: 106,127 shares; 2025Q3: 88,755 shares; 2025Q4: 66,927 shares 66,927 $7.03M 0.04% -21,828 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 34,386 shares; 2025Q1: 32,900 shares; 2025Q2: 33,143 shares; 2025Q3: 32,911 shares; 2025Q4: 31,265 shares 31,265 $7.02M 0.04% -1,646 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,133 shares; 2024Q4: 12,110 shares; 2025Q1: 11,825 shares; 2025Q2: 17,686 shares; 2025Q3: 31,313 shares; 2025Q4: 35,564 shares 35,564 $7.01M 0.04% +4,251 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,444 shares; 2024Q4: 15,394 shares; 2025Q1: 15,539 shares; 2025Q2: 14,885 shares; 2025Q3: 20,327 shares; 2025Q4: 12,039 shares 12,039 $6.99M 0.04% -8,288 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: 239,195 shares; 2024Q4: 235,055 shares; 2025Q1: 147,504 shares; 2025Q2: 131,554 shares; 2025Q3: 130,519 shares; 2025Q4: 119,586 shares 119,586 $6.98M 0.04% -10,933 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,946 shares; 2024Q4: 83,754 shares; 2025Q1: 45,507 shares; 2025Q2: 42,348 shares; 2025Q3: 120,867 shares; 2025Q4: 121,131 shares 121,131 $6.96M 0.04% +264 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 13,680 shares; 2025Q1: 12,462 shares; 2025Q2: 14,736 shares; 2025Q3: 14,021 shares; 2025Q4: 14,853 shares 14,853 $6.93M 0.04% +832 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,532 shares; 2024Q4: 167,151 shares; 2025Q1: 207,259 shares; 2025Q2: 234,625 shares; 2025Q3: 163,222 shares; 2025Q4: 185,310 shares 185,310 $6.93M 0.04% +22,088 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,714 shares; 2024Q4: 18,378 shares; 2025Q1: 18,298 shares; 2025Q2: 18,507 shares; 2025Q3: 9,451 shares; 2025Q4: 8,973 shares 8,973 $6.87M 0.04% -478 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 19,259 shares; 2025Q1: 16,086 shares; 2025Q2: 47,429 shares; 2025Q3: 42,938 shares; 2025Q4: 54,108 shares 54,108 $6.85M 0.04% +11,170 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,137 shares; 2024Q4: 507,339 shares; 2025Q1: 514,741 shares; 2025Q2: 485,599 shares; 2025Q3: 526,414 shares; 2025Q4: 518,768 shares 518,768 $6.81M 0.04% -7,646 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,634 shares; 2024Q4: 194,430 shares; 2025Q1: 124,374 shares; 2025Q2: 122,693 shares; 2025Q3: 122,174 shares; 2025Q4: 128,639 shares 128,639 $6.8M 0.04% +6,465 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,377 shares; 2024Q4: 114,352 shares; 2025Q1: 109,048 shares; 2025Q2: 128,786 shares; 2025Q3: 132,394 shares; 2025Q4: 129,310 shares 129,310 $6.78M 0.04% -3,084 Timeline JMBS 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: 121,247 shares; 2024Q4: 118,351 shares; 2025Q1: 115,170 shares; 2025Q2: 135,388 shares; 2025Q3: 146,683 shares; 2025Q4: 147,989 shares 147,989 $6.76M 0.04% +1,306 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,483 shares; 2024Q4: 76,818 shares; 2025Q1: 78,370 shares; 2025Q2: 94,279 shares; 2025Q3: 124,184 shares; 2025Q4: 142,632 shares 142,632 $6.75M 0.04% +18,448 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: 116,933 shares; 2024Q4: 103,060 shares; 2025Q1: 104,209 shares; 2025Q2: 120,266 shares; 2025Q3: 167,463 shares; 2025Q4: 167,227 shares 167,227 $6.75M 0.04% -236 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,934 shares; 2025Q3: 11,043 shares; 2025Q4: 91,341 shares 91,341 $6.73M 0.04% +80,298 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,499 shares; 2024Q4: 35,838 shares; 2025Q1: 33,589 shares; 2025Q2: 26,332 shares; 2025Q3: 25,150 shares; 2025Q4: 39,769 shares 39,769 $6.71M 0.04% +14,619 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: 92,119 shares; 2024Q4: 89,437 shares; 2025Q1: 81,087 shares; 2025Q2: 162,930 shares; 2025Q3: 162,474 shares; 2025Q4: 166,322 shares 166,322 $6.67M 0.04% +3,848 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,596 shares; 2024Q4: 34,506 shares; 2025Q1: 26,475 shares; 2025Q2: 27,896 shares; 2025Q3: 27,379 shares; 2025Q4: 25,399 shares 25,399 $6.67M 0.04% -1,980 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: 54,891 shares; 2024Q4: 52,840 shares; 2025Q1: 51,258 shares; 2025Q2: 57,134 shares; 2025Q3: 55,297 shares; 2025Q4: 75,178 shares 75,178 $6.65M 0.04% +19,881 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: 25,694 shares; 2024Q4: 30,951 shares; 2025Q1: 59,582 shares; 2025Q2: 72,195 shares; 2025Q3: 88,589 shares; 2025Q4: 92,374 shares 92,374 $6.65M 0.04% +3,785 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,336 shares; 2025Q1: 10,453 shares; 2025Q2: 10,763 shares; 2025Q3: 9,077 shares; 2025Q4: 11,015 shares 11,015 $6.65M 0.04% +1,938 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: 87,833 shares; 2024Q4: 94,834 shares; 2025Q1: 89,206 shares; 2025Q2: 88,743 shares; 2025Q3: 86,271 shares; 2025Q4: 137,932 shares 137,932 $6.62M 0.04% +51,661 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: 88,182 shares; 2024Q4: 127,543 shares; 2025Q1: 107,343 shares; 2025Q2: 103,388 shares; 2025Q3: 104,466 shares; 2025Q4: 120,971 shares 120,971 $6.62M 0.04% +16,505 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,495 shares; 2025Q3: 145,095 shares; 2025Q4: 136,715 shares 136,715 $6.61M 0.04% -8,380 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 12,932 shares; 2025Q1: 12,803 shares; 2025Q2: 13,791 shares; 2025Q3: 16,899 shares; 2025Q4: 16,928 shares 16,928 $6.59M 0.04% +29 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: 218,812 shares; 2024Q4: 222,084 shares; 2025Q1: 218,510 shares; 2025Q2: 237,653 shares; 2025Q3: 182,780 shares; 2025Q4: 178,766 shares 178,766 $6.58M 0.04% -4,014 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: 44,480 shares; 2024Q4: 49,335 shares; 2025Q1: 42,745 shares; 2025Q2: 44,534 shares; 2025Q3: 52,520 shares; 2025Q4: 54,605 shares 54,605 $6.52M 0.04% +2,085 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,286 shares; 2024Q4: 16,374 shares; 2025Q1: 13,012 shares; 2025Q2: 13,364 shares; 2025Q3: 12,149 shares; 2025Q4: 13,105 shares 13,105 $6.43M 0.04% +956 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,197 shares; 2024Q4: 72,632 shares; 2025Q1: 73,235 shares; 2025Q2: 76,349 shares; 2025Q3: 72,926 shares; 2025Q4: 71,635 shares 71,635 $6.37M 0.03% -1,291 Timeline RFV 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: 38,936 shares; 2024Q4: 39,050 shares; 2025Q1: 39,109 shares; 2025Q2: 40,470 shares; 2025Q3: 48,305 shares; 2025Q4: 49,694 shares 49,694 $6.35M 0.03% +1,389 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,965 shares; 2025Q2: 154,747 shares; 2025Q3: 120,974 shares; 2025Q4: 125,612 shares 125,612 $6.35M 0.03% +4,638 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,271 shares; 2024Q4: 104,633 shares; 2025Q1: 94,334 shares; 2025Q2: 96,892 shares; 2025Q3: 82,630 shares; 2025Q4: 79,370 shares 79,370 $6.27M 0.03% -3,260 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,888 shares; 2024Q4: 26,801 shares; 2025Q1: 13,691 shares; 2025Q2: 38,125 shares; 2025Q3: 51,788 shares; 2025Q4: 55,891 shares 55,891 $6.25M 0.03% +4,103 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,616 shares; 2024Q4: 115,180 shares; 2025Q1: 112,412 shares; 2025Q2: 114,122 shares; 2025Q3: 115,748 shares; 2025Q4: 99,791 shares 99,791 $6.22M 0.03% -15,957 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: 45,366 shares; 2024Q4: 51,881 shares; 2025Q1: 52,141 shares; 2025Q2: 34,749 shares; 2025Q3: 48,327 shares; 2025Q4: 51,122 shares 51,122 $6.22M 0.03% +2,795 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 9,773 shares; 2025Q1: 7,534 shares; 2025Q2: 8,129 shares; 2025Q3: 7,839 shares; 2025Q4: 10,123 shares 10,123 $6.19M 0.03% +2,284 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,588 shares; 2024Q4: 118,305 shares; 2025Q1: 123,197 shares; 2025Q2: 128,625 shares; 2025Q3: 149,981 shares; 2025Q4: 185,449 shares 185,449 $6.17M 0.03% +35,468 Timeline MEAR 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: 24,396 shares; 2024Q4: 45,150 shares; 2025Q1: 85,317 shares; 2025Q2: 92,423 shares; 2025Q3: 90,417 shares; 2025Q4: 121,167 shares 121,167 $6.1M 0.03% +30,750 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,600 shares; 2024Q4: 154,898 shares; 2025Q1: 127,147 shares; 2025Q2: 104,186 shares; 2025Q3: 61,239 shares; 2025Q4: 211,115 shares 211,115 $6.08M 0.03% +149,876 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 305,100 shares 305,100 $6.08M 0.03% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,329 shares; 2024Q4: 251,821 shares; 2025Q1: 156,784 shares; 2025Q2: 227,558 shares; 2025Q3: 236,091 shares; 2025Q4: 237,139 shares 237,139 $6.07M 0.03% +1,048 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,271 shares; 2024Q4: 106,189 shares; 2025Q1: 71,882 shares; 2025Q2: 70,136 shares; 2025Q3: 66,111 shares; 2025Q4: 48,009 shares 48,009 $6.04M 0.03% -18,102 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,910 shares; 2024Q4: 176,843 shares; 2025Q1: 176,892 shares; 2025Q2: 183,480 shares; 2025Q3: 178,796 shares; 2025Q4: 173,508 shares 173,508 $5.87M 0.03% -5,288 Timeline