AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,798 shares; 2024Q4: 821,627 shares; 2025Q1: 807,698 shares; 2025Q2: 806,990 shares; 2025Q3: 823,406 shares; 2025Q4: 837,578 shares 837,578 $228M 2.84% +14,172 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: 867,231 shares; 2024Q4: 852,185 shares; 2025Q1: 817,618 shares; 2025Q2: 711,937 shares; 2025Q3: 699,470 shares; 2025Q4: 673,618 shares 673,618 $226M 2.81% -25,852 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: 317,561 shares; 2024Q4: 335,804 shares; 2025Q1: 339,917 shares; 2025Q2: 340,134 shares; 2025Q3: 351,666 shares; 2025Q4: 361,089 shares 361,089 $175M 2.18% +9,423 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,247 shares; 2024Q4: 272,632 shares; 2025Q1: 262,753 shares; 2025Q2: 249,198 shares; 2025Q3: 258,582 shares; 2025Q4: 267,960 shares 267,960 $165M 2.05% +9,378 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: 1,337,579 shares; 2024Q4: 1,342,757 shares; 2025Q1: 1,354,406 shares; 2025Q2: 1,355,357 shares; 2025Q3: 1,387,793 shares; 2025Q4: 1,443,129 shares 1,443,129 $161M 2% +55,336 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,848 shares; 2024Q4: 680,771 shares; 2025Q1: 705,207 shares; 2025Q2: 748,182 shares; 2025Q3: 776,577 shares; 2025Q4: 785,792 shares 785,792 $147M 1.83% +9,215 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: 405,473 shares; 2024Q4: 417,754 shares; 2025Q1: 397,934 shares; 2025Q2: 392,560 shares; 2025Q3: 399,456 shares; 2025Q4: 402,813 shares 402,813 $140M 1.74% +3,357 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,781 shares; 2024Q4: 486,973 shares; 2025Q1: 474,068 shares; 2025Q2: 519,675 shares; 2025Q3: 565,214 shares; 2025Q4: 598,815 shares 598,815 $139M 1.72% +33,601 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: 203,538 shares; 2024Q4: 205,052 shares; 2025Q1: 192,157 shares; 2025Q2: 195,738 shares; 2025Q3: 192,346 shares; 2025Q4: 196,868 shares 196,868 $134M 1.67% +4,522 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: 367,430 shares; 2024Q4: 378,560 shares; 2025Q1: 375,425 shares; 2025Q2: 383,778 shares; 2025Q3: 396,739 shares; 2025Q4: 414,791 shares 414,791 $134M 1.67% +18,052 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: 660,972 shares; 2024Q4: 692,124 shares; 2025Q1: 624,645 shares; 2025Q2: 623,920 shares; 2025Q3: 628,770 shares; 2025Q4: 621,161 shares 621,161 $131M 1.63% -7,609 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: 267,157 shares; 2024Q4: 268,802 shares; 2025Q1: 243,457 shares; 2025Q2: 246,602 shares; 2025Q3: 254,613 shares; 2025Q4: 255,439 shares 255,439 $121M 1.5% +826 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: 817,670 shares; 2024Q4: 823,567 shares; 2025Q1: 816,571 shares; 2025Q2: 835,726 shares; 2025Q3: 843,697 shares; 2025Q4: 840,698 shares 840,698 $119M 1.48% -2,999 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: 271,612 shares; 2024Q4: 284,772 shares; 2025Q1: 286,553 shares; 2025Q2: 310,293 shares; 2025Q3: 328,612 shares; 2025Q4: 341,456 shares 341,456 $107M 1.33% +12,844 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: 316,644 shares; 2024Q4: 346,933 shares; 2025Q1: 338,929 shares; 2025Q2: 336,577 shares; 2025Q3: 333,562 shares; 2025Q4: 327,473 shares 327,473 $103M 1.28% -6,089 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: 351,816 shares; 2024Q4: 376,696 shares; 2025Q1: 376,409 shares; 2025Q2: 394,685 shares; 2025Q3: 402,769 shares; 2025Q4: 418,398 shares 418,398 $79.9M 0.99% +15,629 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: 502,160 shares; 2024Q4: 491,504 shares; 2025Q1: 531,836 shares; 2025Q2: 542,492 shares; 2025Q3: 544,940 shares; 2025Q4: 549,864 shares 549,864 $75.3M 0.94% +4,924 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: 74,835 shares; 2024Q4: 110,984 shares; 2025Q1: 116,646 shares; 2025Q2: 110,059 shares; 2025Q3: 104,436 shares; 2025Q4: 113,894 shares 113,894 $71.4M 0.89% +9,458 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: 128,504 shares; 2024Q4: 134,784 shares; 2025Q1: 132,792 shares; 2025Q2: 137,075 shares; 2025Q3: 135,189 shares; 2025Q4: 139,581 shares 139,581 $68.1M 0.85% +4,392 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: 54,548 shares; 2024Q4: 59,017 shares; 2025Q1: 60,169 shares; 2025Q2: 62,536 shares; 2025Q3: 68,247 shares; 2025Q4: 76,242 shares 76,242 $67M 0.83% +7,995 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: 77,493 shares; 2024Q4: 78,619 shares; 2025Q1: 80,214 shares; 2025Q2: 84,687 shares; 2025Q3: 90,967 shares; 2025Q4: 93,334 shares 93,334 $61.7M 0.77% +2,367 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,211 shares; 2024Q4: 163,042 shares; 2025Q1: 137,881 shares; 2025Q2: 140,371 shares; 2025Q3: 148,187 shares; 2025Q4: 157,056 shares 157,056 $60.8M 0.76% +8,869 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,467 shares; 2024Q4: 379,738 shares; 2025Q1: 322,760 shares; 2025Q2: 338,163 shares; 2025Q3: 418,444 shares; 2025Q4: 471,532 shares 471,532 $59.7M 0.74% +53,088 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: 234,422 shares; 2024Q4: 229,703 shares; 2025Q1: 265,559 shares; 2025Q2: 270,049 shares; 2025Q3: 268,397 shares; 2025Q4: 267,844 shares 267,844 $56.7M 0.71% -553 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: 89,267 shares; 2024Q4: 89,887 shares; 2025Q1: 90,543 shares; 2025Q2: 91,099 shares; 2025Q3: 91,519 shares; 2025Q4: 90,926 shares 90,926 $51.9M 0.65% -593 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: 984,226 shares; 2024Q4: 1,079,417 shares; 2025Q1: 1,063,408 shares; 2025Q2: 1,074,933 shares; 2025Q3: 1,084,043 shares; 2025Q4: 1,012,846 shares 1,012,846 $47.6M 0.59% -71,197 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: 262,286 shares; 2024Q4: 924,282 shares; 2025Q1: 990,262 shares; 2025Q2: 1,318,633 shares; 2025Q3: 1,325,110 shares; 2025Q4: 1,708,508 shares 1,708,508 $46.9M 0.58% +383,398 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: 525,155 shares; 2024Q4: 406,446 shares; 2025Q1: 347,625 shares; 2025Q2: 295,977 shares; 2025Q3: 265,056 shares; 2025Q4: 252,944 shares 252,944 $46.7M 0.58% -12,112 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: 668,556 shares; 2024Q4: 657,364 shares; 2025Q1: 621,708 shares; 2025Q2: 617,163 shares; 2025Q3: 605,788 shares; 2025Q4: 576,507 shares 576,507 $46M 0.57% -29,281 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: 318,676 shares; 2024Q4: 342,662 shares; 2025Q1: 291,811 shares; 2025Q2: 302,121 shares; 2025Q3: 303,436 shares; 2025Q4: 296,169 shares 296,169 $45.7M 0.57% -7,267 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: 331,963 shares; 2024Q4: 339,045 shares; 2025Q1: 353,635 shares; 2025Q2: 370,907 shares; 2025Q3: 372,863 shares; 2025Q4: 364,923 shares 364,923 $44.4M 0.55% -7,940 Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831,144 shares; 2024Q4: 746,652 shares; 2025Q1: 727,922 shares; 2025Q2: 738,890 shares; 2025Q3: 727,806 shares; 2025Q4: 839,308 shares 839,308 $43.9M 0.55% +111,502 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: 127,698 shares; 2024Q4: 128,706 shares; 2025Q1: 117,789 shares; 2025Q2: 112,200 shares; 2025Q3: 113,419 shares; 2025Q4: 123,415 shares 123,415 $43.3M 0.54% +9,996 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: 239,444 shares; 2024Q4: 258,400 shares; 2025Q1: 230,678 shares; 2025Q2: 318,561 shares; 2025Q3: 470,187 shares; 2025Q4: 548,733 shares 548,733 $42.7M 0.53% +78,546 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: 348,835 shares; 2024Q4: 346,044 shares; 2025Q1: 347,407 shares; 2025Q2: 349,621 shares; 2025Q3: 347,052 shares; 2025Q4: 350,476 shares 350,476 $42.3M 0.53% +3,424 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: 454,262 shares; 2024Q4: 460,989 shares; 2025Q1: 401,619 shares; 2025Q2: 413,792 shares; 2025Q3: 425,786 shares; 2025Q4: 425,152 shares 425,152 $40.9M 0.51% -634 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: 754,328 shares; 2024Q4: 757,523 shares; 2025Q1: 765,101 shares; 2025Q2: 742,626 shares; 2025Q3: 759,194 shares; 2025Q4: 806,296 shares 806,296 $40.8M 0.51% +47,102 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: 119,337 shares; 2024Q4: 173,104 shares; 2025Q1: 148,916 shares; 2025Q2: 122,460 shares; 2025Q3: 127,734 shares; 2025Q4: 138,968 shares 138,968 $40.3M 0.5% +11,234 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: 50,003 shares; 2024Q4: 35,288 shares; 2025Q1: 36,485 shares; 2025Q2: 37,781 shares; 2025Q3: 38,311 shares; 2025Q4: 37,399 shares 37,399 $40.3M 0.5% -912 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: 1,337,659 shares; 2024Q4: 798,339 shares; 2025Q1: 625,795 shares; 2025Q2: 541,300 shares; 2025Q3: 513,036 shares; 2025Q4: 485,202 shares 485,202 $40.2M 0.5% -27,834 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: 211,285 shares; 2024Q4: 249,916 shares; 2025Q1: 263,290 shares; 2025Q2: 257,493 shares; 2025Q3: 264,825 shares; 2025Q4: 260,468 shares 260,468 $39.8M 0.49% -4,357 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: 54,885 shares; 2024Q4: 55,175 shares; 2025Q1: 57,182 shares; 2025Q2: 135,834 shares; 2025Q3: 135,420 shares; 2025Q4: 130,633 shares 130,633 $39.5M 0.49% -4,787 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: 201,555 shares; 2024Q4: 202,348 shares; 2025Q1: 202,712 shares; 2025Q2: 197,201 shares; 2025Q3: 194,814 shares; 2025Q4: 190,028 shares 190,028 $39.3M 0.49% -4,786 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: 409,727 shares; 2024Q4: 407,723 shares; 2025Q1: 398,583 shares; 2025Q2: 391,831 shares; 2025Q3: 373,699 shares; 2025Q4: 375,398 shares 375,398 $38.9M 0.48% +1,699 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: 62,586 shares; 2024Q4: 67,799 shares; 2025Q1: 61,201 shares; 2025Q2: 63,082 shares; 2025Q3: 71,642 shares; 2025Q4: 79,639 shares 79,639 $38.3M 0.48% +7,997 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: 506,789 shares; 2024Q4: 507,730 shares; 2025Q1: 511,402 shares; 2025Q2: 533,779 shares; 2025Q3: 520,639 shares; 2025Q4: 484,965 shares 484,965 $37.5M 0.47% -35,674 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: 575,581 shares; 2024Q4: 449,629 shares; 2025Q1: 326,364 shares; 2025Q2: 307,789 shares; 2025Q3: 314,883 shares; 2025Q4: 342,140 shares 342,140 $36.2M 0.45% +27,257 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: 235,247 shares; 2024Q4: 276,979 shares; 2025Q1: 295,210 shares; 2025Q2: 291,263 shares; 2025Q3: 320,659 shares; 2025Q4: 307,179 shares 307,179 $36M 0.45% -13,480 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: 507,647 shares; 2024Q4: 525,375 shares; 2025Q1: 589,462 shares; 2025Q2: 613,496 shares; 2025Q3: 644,068 shares; 2025Q4: 619,861 shares 619,861 $35.5M 0.44% -24,207 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,732 shares; 2024Q4: 55,779 shares; 2025Q1: 83,843 shares; 2025Q2: 95,731 shares; 2025Q3: 95,476 shares; 2025Q4: 105,450 shares 105,450 $34.6M 0.43% +9,974 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: 1,414,175 shares; 2024Q4: 1,431,932 shares; 2025Q1: 1,378,091 shares; 2025Q2: 1,384,622 shares; 2025Q3: 1,415,320 shares; 2025Q4: 1,413,819 shares 1,413,819 $34.4M 0.43% -1,501 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: 160,463 shares; 2024Q4: 146,090 shares; 2025Q1: 145,342 shares; 2025Q2: 145,018 shares; 2025Q3: 150,987 shares; 2025Q4: 150,392 shares 150,392 $34.4M 0.43% -595 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,858 shares; 2024Q4: 69,171 shares; 2025Q1: 64,688 shares; 2025Q2: 65,707 shares; 2025Q3: 69,858 shares; 2025Q4: 67,901 shares 67,901 $34.2M 0.43% -1,957 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,368 shares; 2024Q4: 298,199 shares; 2025Q1: 318,832 shares; 2025Q2: 301,718 shares; 2025Q3: 280,847 shares; 2025Q4: 249,845 shares 249,845 $33.8M 0.42% -31,002 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: 91,532 shares; 2024Q4: 91,340 shares; 2025Q1: 70,471 shares; 2025Q2: 68,648 shares; 2025Q3: 61,155 shares; 2025Q4: 58,243 shares 58,243 $33.4M 0.42% -2,912 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,619 shares; 2024Q4: 32,243 shares; 2025Q1: 45,728 shares; 2025Q2: 48,377 shares; 2025Q3: 46,176 shares; 2025Q4: 51,326 shares 51,326 $32M 0.4% +5,150 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: 74,998 shares; 2024Q4: 80,153 shares; 2025Q1: 81,630 shares; 2025Q2: 81,872 shares; 2025Q3: 83,372 shares; 2025Q4: 85,216 shares 85,216 $31.8M 0.4% +1,844 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: 483,948 shares; 2024Q4: 746,908 shares; 2025Q1: 712,959 shares; 2025Q2: 515,723 shares; 2025Q3: 518,194 shares; 2025Q4: 502,121 shares 502,121 $31.4M 0.39% -16,073 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: 202,346 shares; 2024Q4: 168,552 shares; 2025Q1: 180,182 shares; 2025Q2: 178,838 shares; 2025Q3: 227,329 shares; 2025Q4: 305,702 shares 305,702 $30.5M 0.38% +78,373 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: 800,496 shares; 2024Q4: 1,007,254 shares; 2025Q1: 925,220 shares; 2025Q2: 656,477 shares; 2025Q3: 646,981 shares; 2025Q4: 576,009 shares 576,009 $30.5M 0.38% -70,972 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 489,552 shares; 2025Q1: 452,092 shares; 2025Q2: 443,934 shares; 2025Q3: 462,737 shares; 2025Q4: 495,967 shares 495,967 $29.1M 0.36% +33,230 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: 143,399 shares; 2024Q4: 183,971 shares; 2025Q1: 185,609 shares; 2025Q2: 186,405 shares; 2025Q3: 205,233 shares; 2025Q4: 195,641 shares 195,641 $28.3M 0.35% -9,592 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,261,287 shares; 2025Q2: 1,190,289 shares; 2025Q3: 1,217,273 shares; 2025Q4: 1,260,669 shares 1,260,669 $26.8M 0.33% +43,396 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: 109,978 shares; 2024Q4: 108,629 shares; 2025Q1: 108,568 shares; 2025Q2: 112,126 shares; 2025Q3: 111,017 shares; 2025Q4: 110,757 shares 110,757 $26.7M 0.33% -260 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: 89,000 shares; 2024Q4: 168,061 shares; 2025Q1: 156,780 shares; 2025Q2: 97,914 shares; 2025Q3: 98,857 shares; 2025Q4: 107,259 shares 107,259 $26.4M 0.33% +8,402 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: 135,885 shares; 2024Q4: 133,337 shares; 2025Q1: 121,517 shares; 2025Q2: 120,850 shares; 2025Q3: 119,801 shares; 2025Q4: 119,619 shares 119,619 $26.3M 0.33% -182 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,573 shares; 2024Q4: 640,626 shares; 2025Q1: 539,856 shares; 2025Q2: 532,897 shares; 2025Q3: 506,677 shares; 2025Q4: 477,583 shares 477,583 $26.3M 0.33% -29,094 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: 149,697 shares; 2024Q4: 118,762 shares; 2025Q1: 165,055 shares; 2025Q2: 152,131 shares; 2025Q3: 152,455 shares; 2025Q4: 152,733 shares 152,733 $26.3M 0.33% +278 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: 95,384 shares; 2024Q4: 98,834 shares; 2025Q1: 101,187 shares; 2025Q2: 104,761 shares; 2025Q3: 105,840 shares; 2025Q4: 101,507 shares 101,507 $26.2M 0.33% -4,333 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,476 shares; 2024Q4: 27,451 shares; 2025Q1: 29,779 shares; 2025Q2: 307,838 shares; 2025Q3: 353,932 shares; 2025Q4: 339,994 shares 339,994 $25.8M 0.32% -13,938 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: 197,149 shares; 2024Q4: 169,910 shares; 2025Q1: 285,385 shares; 2025Q2: 260,761 shares; 2025Q3: 269,761 shares; 2025Q4: 267,618 shares 267,618 $25.8M 0.32% -2,143 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,430 shares; 2024Q4: 549,604 shares; 2025Q1: 518,245 shares; 2025Q2: 520,211 shares; 2025Q3: 521,366 shares; 2025Q4: 548,765 shares 548,765 $24.3M 0.3% +27,399 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: 53,212 shares; 2024Q4: 46,885 shares; 2025Q1: 55,012 shares; 2025Q2: 53,667 shares; 2025Q3: 53,308 shares; 2025Q4: 53,348 shares 53,348 $24.3M 0.3% +40 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: 164,488 shares; 2024Q4: 166,124 shares; 2025Q1: 164,782 shares; 2025Q2: 114,207 shares; 2025Q3: 112,729 shares; 2025Q4: 110,610 shares 110,610 $24.3M 0.3% -2,119 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: 250,270 shares; 2024Q4: 218,524 shares; 2025Q1: 167,540 shares; 2025Q2: 177,027 shares; 2025Q3: 175,854 shares; 2025Q4: 240,655 shares 240,655 $24.2M 0.3% +64,801 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: 450,505 shares; 2024Q4: 430,157 shares; 2025Q1: 390,757 shares; 2025Q2: 324,580 shares; 2025Q3: 304,091 shares; 2025Q4: 286,578 shares 286,578 $23.3M 0.29% -17,513 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: 143,039 shares; 2024Q4: 158,920 shares; 2025Q1: 150,745 shares; 2025Q2: 173,526 shares; 2025Q3: 188,598 shares; 2025Q4: 181,593 shares 181,593 $23.1M 0.29% -7,005 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111,423 shares; 2024Q4: 1,142,859 shares; 2025Q1: 1,250,087 shares; 2025Q2: 1,241,314 shares; 2025Q3: 1,174,822 shares; 2025Q4: 1,136,260 shares 1,136,260 $23M 0.29% -38,562 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: 294,045 shares; 2024Q4: 163,524 shares; 2025Q1: 117,734 shares; 2025Q2: 114,003 shares; 2025Q3: 187,023 shares; 2025Q4: 238,672 shares 238,672 $22.9M 0.29% +51,649 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: 1,152,552 shares; 2024Q4: 1,201,288 shares; 2025Q1: 1,476,041 shares; 2025Q2: 1,355,896 shares; 2025Q3: 1,398,242 shares; 2025Q4: 1,381,332 shares 1,381,332 $22.8M 0.28% -16,910 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: 1,108,417 shares; 2024Q4: 899,017 shares; 2025Q1: 477,607 shares; 2025Q2: 451,295 shares; 2025Q3: 463,677 shares; 2025Q4: 477,714 shares 477,714 $22.6M 0.28% +14,037 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: 59,825 shares; 2024Q4: 61,856 shares; 2025Q1: 61,972 shares; 2025Q2: 62,713 shares; 2025Q3: 63,613 shares; 2025Q4: 63,825 shares 63,825 $22M 0.27% +212 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: 98,748 shares; 2024Q4: 97,927 shares; 2025Q1: 62,200 shares; 2025Q2: 68,176 shares; 2025Q3: 69,570 shares; 2025Q4: 70,595 shares 70,595 $21.6M 0.27% +1,025 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,190 shares; 2024Q4: 112,116 shares; 2025Q1: 110,814 shares; 2025Q2: 113,935 shares; 2025Q3: 113,181 shares; 2025Q4: 110,189 shares 110,189 $21.5M 0.27% -2,992 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: 409,125 shares; 2024Q4: 428,003 shares; 2025Q1: 339,019 shares; 2025Q2: 322,570 shares; 2025Q3: 300,900 shares; 2025Q4: 299,709 shares 299,709 $21.2M 0.26% -1,191 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: 70,695 shares; 2024Q4: 70,460 shares; 2025Q1: 69,698 shares; 2025Q2: 70,750 shares; 2025Q3: 69,906 shares; 2025Q4: 70,856 shares 70,856 $21M 0.26% +950 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: 86,988 shares; 2024Q4: 91,692 shares; 2025Q1: 87,861 shares; 2025Q2: 176,258 shares; 2025Q3: 187,424 shares; 2025Q4: 207,813 shares 207,813 $20.8M 0.26% +20,389 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219,576 shares; 2024Q4: 3,326,298 shares; 2025Q1: 2,990,446 shares; 2025Q2: 3,032,304 shares; 2025Q3: 2,457,738 shares; 2025Q4: 1,665,358 shares 1,665,358 $20.7M 0.26% -792,380 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: 119,420 shares; 2024Q4: 117,433 shares; 2025Q1: 118,133 shares; 2025Q2: 117,557 shares; 2025Q3: 113,853 shares; 2025Q4: 116,248 shares 116,248 $20.6M 0.26% +2,395 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,045 shares; 2024Q4: 323,221 shares; 2025Q1: 318,091 shares; 2025Q2: 318,723 shares; 2025Q3: 325,328 shares; 2025Q4: 360,652 shares 360,652 $20.5M 0.26% +35,324 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: 101,439 shares; 2024Q4: 104,774 shares; 2025Q1: 100,707 shares; 2025Q2: 101,615 shares; 2025Q3: 100,782 shares; 2025Q4: 99,680 shares 99,680 $19.8M 0.25% -1,102 Timeline FJAN 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: 34,366 shares; 2024Q4: 33,490 shares; 2025Q1: 337,202 shares; 2025Q2: 535,103 shares; 2025Q3: 531,203 shares; 2025Q4: 375,135 shares 375,135 $19.4M 0.24% -156,068 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: 285,516 shares; 2024Q4: 285,712 shares; 2025Q1: 459,833 shares; 2025Q2: 530,446 shares; 2025Q3: 627,434 shares; 2025Q4: 605,273 shares 605,273 $19.4M 0.24% -22,161 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: 99,849 shares; 2024Q4: 89,756 shares; 2025Q1: 126,875 shares; 2025Q2: 134,483 shares; 2025Q3: 137,588 shares; 2025Q4: 133,788 shares 133,788 $19.3M 0.24% -3,800 Timeline FFEB 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: 108,559 shares; 2024Q4: 108,033 shares; 2025Q1: 153,695 shares; 2025Q2: 460,936 shares; 2025Q3: 460,513 shares; 2025Q4: 341,275 shares 341,275 $19.3M 0.24% -119,238 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,666 shares; 2024Q4: 280,370 shares; 2025Q1: 268,695 shares; 2025Q2: 270,524 shares; 2025Q3: 268,998 shares; 2025Q4: 274,015 shares 274,015 $19.2M 0.24% +5,017 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,446 shares; 2024Q4: 102,133 shares; 2025Q1: 101,533 shares; 2025Q2: 103,400 shares; 2025Q3: 103,480 shares; 2025Q4: 103,773 shares 103,773 $19.1M 0.24% +293 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: 65,845 shares; 2024Q4: 63,688 shares; 2025Q1: 54,645 shares; 2025Q2: 52,360 shares; 2025Q3: 53,251 shares; 2025Q4: 62,033 shares 62,033 $18.9M 0.24% +8,782 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: 549,035 shares; 2024Q4: 605,579 shares; 2025Q1: 592,511 shares; 2025Q2: 643,841 shares; 2025Q3: 605,687 shares; 2025Q4: 682,526 shares 682,526 $18.9M 0.23% +76,839 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: 31,911 shares; 2024Q4: 32,387 shares; 2025Q1: 38,016 shares; 2025Q2: 38,060 shares; 2025Q3: 38,915 shares; 2025Q4: 38,412 shares 38,412 $18.7M 0.23% -503 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: 248,367 shares; 2024Q4: 249,193 shares; 2025Q1: 251,353 shares; 2025Q2: 254,009 shares; 2025Q3: 260,618 shares; 2025Q4: 251,497 shares 251,497 $18.5M 0.23% -9,121 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,776 shares; 2024Q4: 575,753 shares; 2025Q1: 541,836 shares; 2025Q2: 584,325 shares; 2025Q3: 582,562 shares; 2025Q4: 692,236 shares 692,236 $18.4M 0.23% +109,674 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,417 shares; 2024Q4: 399,053 shares; 2025Q1: 371,549 shares; 2025Q2: 344,472 shares; 2025Q3: 349,036 shares; 2025Q4: 358,591 shares 358,591 $17.9M 0.22% +9,555 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: 65,344 shares; 2024Q4: 62,735 shares; 2025Q1: 54,813 shares; 2025Q2: 54,516 shares; 2025Q3: 57,859 shares; 2025Q4: 55,071 shares 55,071 $17.7M 0.22% -2,788 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: 30,587 shares; 2024Q4: 30,599 shares; 2025Q1: 29,893 shares; 2025Q2: 29,399 shares; 2025Q3: 47,859 shares; 2025Q4: 55,449 shares 55,449 $17.1M 0.21% +7,590 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: 205,871 shares; 2024Q4: 204,992 shares; 2025Q1: 215,181 shares; 2025Q2: 207,210 shares; 2025Q3: 211,151 shares; 2025Q4: 211,265 shares 211,265 $17M 0.21% +114 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: 25,946 shares; 2024Q4: 22,627 shares; 2025Q1: 20,376 shares; 2025Q2: 19,659 shares; 2025Q3: 18,693 shares; 2025Q4: 177,426 shares 177,426 $16.7M 0.21% +158,733 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: 509,145 shares; 2024Q4: 483,994 shares; 2025Q1: 765,118 shares; 2025Q2: 726,911 shares; 2025Q3: 767,073 shares; 2025Q4: 664,973 shares 664,973 $16.6M 0.21% -102,100 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: 42,505 shares; 2024Q4: 41,996 shares; 2025Q1: 66,840 shares; 2025Q2: 66,662 shares; 2025Q3: 77,286 shares; 2025Q4: 78,238 shares 78,238 $16.5M 0.21% +952 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: 48,344 shares; 2024Q4: 59,025 shares; 2025Q1: 110,562 shares; 2025Q2: 129,045 shares; 2025Q3: 139,027 shares; 2025Q4: 129,088 shares 129,088 $16.2M 0.2% -9,939 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: 908,902 shares; 2024Q4: 893,444 shares; 2025Q1: 860,671 shares; 2025Q2: 826,925 shares; 2025Q3: 640,539 shares; 2025Q4: 513,391 shares 513,391 $15.9M 0.2% -127,148 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 11,375 shares; 2025Q1: 66,492 shares; 2025Q2: 65,007 shares; 2025Q3: 69,168 shares; 2025Q4: 71,120 shares 71,120 $15.5M 0.19% +1,952 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: 293,371 shares; 2024Q4: 301,256 shares; 2025Q1: 298,263 shares; 2025Q2: 298,924 shares; 2025Q3: 293,927 shares; 2025Q4: 284,683 shares 284,683 $15.2M 0.19% -9,244 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: 98,002 shares; 2024Q4: 107,083 shares; 2025Q1: 101,480 shares; 2025Q2: 105,517 shares; 2025Q3: 67,757 shares; 2025Q4: 56,808 shares 56,808 $15.1M 0.19% -10,949 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: 155,309 shares; 2024Q4: 167,394 shares; 2025Q1: 154,456 shares; 2025Q2: 240,867 shares; 2025Q3: 273,343 shares; 2025Q4: 277,201 shares 277,201 $15M 0.19% +3,858 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: 36,322 shares; 2024Q4: 35,889 shares; 2025Q1: 35,556 shares; 2025Q2: 38,588 shares; 2025Q3: 38,097 shares; 2025Q4: 35,948 shares 35,948 $14.8M 0.18% -2,149 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: 66,261 shares; 2024Q4: 52,353 shares; 2025Q1: 52,790 shares; 2025Q2: 52,097 shares; 2025Q3: 50,693 shares; 2025Q4: 50,855 shares 50,855 $14.8M 0.18% +162 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,409 shares; 2024Q4: 940,231 shares; 2025Q1: 779,891 shares; 2025Q2: 738,771 shares; 2025Q3: 747,984 shares; 2025Q4: 767,295 shares 767,295 $14.7M 0.18% +19,311 Timeline LGOV 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: 729,784 shares; 2024Q4: 657,818 shares; 2025Q1: 685,013 shares; 2025Q2: 638,144 shares; 2025Q3: 652,142 shares; 2025Q4: 671,371 shares 671,371 $14.7M 0.18% +19,229 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: 20,685 shares; 2024Q4: 40,362 shares; 2025Q1: 40,720 shares; 2025Q2: 59,796 shares; 2025Q3: 83,967 shares; 2025Q4: 78,900 shares 78,900 $14.6M 0.18% -5,067 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,892 shares; 2024Q4: 123,648 shares; 2025Q1: 131,741 shares; 2025Q2: 142,912 shares; 2025Q3: 144,765 shares; 2025Q4: 141,692 shares 141,692 $14.4M 0.18% -3,073 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: 171,356 shares; 2024Q4: 185,991 shares; 2025Q1: 209,106 shares; 2025Q2: 231,966 shares; 2025Q3: 244,890 shares; 2025Q4: 253,717 shares 253,717 $14.4M 0.18% +8,827 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,206 shares; 2024Q4: 34,816 shares; 2025Q1: 37,756 shares; 2025Q2: 40,785 shares; 2025Q3: 40,222 shares; 2025Q4: 40,256 shares 40,256 $14.2M 0.18% +34 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: 153,129 shares; 2024Q4: 150,714 shares; 2025Q1: 148,174 shares; 2025Q2: 230,342 shares; 2025Q3: 245,103 shares; 2025Q4: 245,380 shares 245,380 $14.1M 0.18% +277 Timeline SDVD 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: 468,880 shares; 2024Q4: 555,261 shares; 2025Q1: 578,655 shares; 2025Q2: 594,988 shares; 2025Q3: 646,121 shares; 2025Q4: 649,359 shares 649,359 $13.9M 0.17% +3,238 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: 15,397 shares; 2024Q4: 15,563 shares; 2025Q1: 15,168 shares; 2025Q2: 15,032 shares; 2025Q3: 14,921 shares; 2025Q4: 15,933 shares 15,933 $13.9M 0.17% +1,012 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 7,954 shares; 2025Q1: 8,991 shares; 2025Q2: 9,152 shares; 2025Q3: 9,985 shares; 2025Q4: 10,356 shares 10,356 $13.8M 0.17% +371 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: 42,446 shares; 2024Q4: 33,845 shares; 2025Q1: 31,726 shares; 2025Q2: 29,138 shares; 2025Q3: 31,801 shares; 2025Q4: 41,418 shares 41,418 $13.7M 0.17% +9,617 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: 18,828 shares; 2024Q4: 19,138 shares; 2025Q1: 82,902 shares; 2025Q2: 252,436 shares; 2025Q3: 286,587 shares; 2025Q4: 305,737 shares 305,737 $13.6M 0.17% +19,150 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: 63,496 shares; 2024Q4: 67,897 shares; 2025Q1: 73,742 shares; 2025Q2: 77,182 shares; 2025Q3: 71,896 shares; 2025Q4: 70,468 shares 70,468 $13.5M 0.17% -1,428 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,054 shares; 2024Q4: 105,329 shares; 2025Q1: 120,496 shares; 2025Q2: 119,450 shares; 2025Q3: 119,628 shares; 2025Q4: 115,905 shares 115,905 $13.4M 0.17% -3,723 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: 49,044 shares; 2024Q4: 48,533 shares; 2025Q1: 50,631 shares; 2025Q2: 51,330 shares; 2025Q3: 49,843 shares; 2025Q4: 91,819 shares 91,819 $13.2M 0.16% +41,976 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: 93,891 shares; 2024Q4: 93,879 shares; 2025Q1: 93,926 shares; 2025Q2: 94,227 shares; 2025Q3: 92,759 shares; 2025Q4: 91,733 shares 91,733 $13.1M 0.16% -1,026 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: 85,088 shares; 2024Q4: 87,655 shares; 2025Q1: 99,442 shares; 2025Q2: 97,263 shares; 2025Q3: 96,652 shares; 2025Q4: 98,436 shares 98,436 $13.1M 0.16% +1,784 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: 37,848 shares; 2024Q4: 37,324 shares; 2025Q1: 39,009 shares; 2025Q2: 33,283 shares; 2025Q3: 31,583 shares; 2025Q4: 32,433 shares 32,433 $13M 0.16% +850 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: 855,607 shares; 2024Q4: 872,858 shares; 2025Q1: 846,458 shares; 2025Q2: 697,312 shares; 2025Q3: 267,636 shares; 2025Q4: 257,965 shares 257,965 $13M 0.16% -9,671 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: 12,121 shares; 2024Q4: 15,192 shares; 2025Q1: 14,879 shares; 2025Q2: 14,735 shares; 2025Q3: 15,259 shares; 2025Q4: 18,882 shares 18,882 $12.9M 0.16% +3,623 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,080 shares; 2024Q4: 115,933 shares; 2025Q1: 128,844 shares; 2025Q2: 113,988 shares; 2025Q3: 109,932 shares; 2025Q4: 102,973 shares 102,973 $12.9M 0.16% -6,959 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,012 shares; 2024Q4: 589,851 shares; 2025Q1: 538,075 shares; 2025Q2: 208,055 shares; 2025Q3: 218,691 shares; 2025Q4: 371,033 shares 371,033 $12.9M 0.16% +152,342 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: 12,156 shares; 2024Q4: 11,924 shares; 2025Q1: 9,258 shares; 2025Q2: 9,420 shares; 2025Q3: 13,304 shares; 2025Q4: 19,234 shares 19,234 $12.7M 0.16% +5,930 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: 25,504 shares; 2024Q4: 25,506 shares; 2025Q1: 26,469 shares; 2025Q2: 26,204 shares; 2025Q3: 21,891 shares; 2025Q4: 21,811 shares 21,811 $12.6M 0.16% -80 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,608 shares; 2025Q3: 477,888 shares; 2025Q4: 433,709 shares 433,709 $12.5M 0.16% -44,179 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,287 shares; 2024Q4: 236,184 shares; 2025Q1: 236,186 shares; 2025Q2: 235,173 shares; 2025Q3: 235,398 shares; 2025Q4: 235,419 shares 235,419 $12.3M 0.15% +21 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: 78,109 shares; 2024Q4: 82,948 shares; 2025Q1: 74,475 shares; 2025Q2: 65,672 shares; 2025Q3: 66,470 shares; 2025Q4: 85,677 shares 85,677 $12.3M 0.15% +19,207 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,704 shares; 2024Q4: 332,012 shares; 2025Q1: 710,831 shares; 2025Q2: 791,336 shares; 2025Q3: 829,515 shares; 2025Q4: 839,994 shares 839,994 $12M 0.15% +10,479 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: 121,750 shares; 2024Q4: 114,362 shares; 2025Q1: 129,988 shares; 2025Q2: 127,000 shares; 2025Q3: 102,707 shares; 2025Q4: 102,671 shares 102,671 $12M 0.15% -36 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,907 shares; 2024Q4: 82,061 shares; 2025Q1: 66,265 shares; 2025Q2: 66,915 shares; 2025Q3: 59,552 shares; 2025Q4: 57,745 shares 57,745 $11.9M 0.15% -1,807 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: 80,844 shares; 2024Q4: 81,730 shares; 2025Q1: 82,375 shares; 2025Q2: 88,890 shares; 2025Q3: 87,996 shares; 2025Q4: 84,578 shares 84,578 $11.9M 0.15% -3,418 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,459 shares; 2024Q4: 53,541 shares; 2025Q1: 47,942 shares; 2025Q2: 48,101 shares; 2025Q3: 48,656 shares; 2025Q4: 49,427 shares 49,427 $11.9M 0.15% +771 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,636 shares; 2024Q4: 594,272 shares; 2025Q1: 597,984 shares; 2025Q2: 620,938 shares; 2025Q3: 626,265 shares; 2025Q4: 671,609 shares 671,609 $11.6M 0.14% +45,344 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: 42,944 shares; 2024Q4: 46,715 shares; 2025Q1: 46,106 shares; 2025Q2: 49,440 shares; 2025Q3: 47,859 shares; 2025Q4: 47,804 shares 47,804 $11.2M 0.14% -55 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: 23,709 shares; 2024Q4: 26,533 shares; 2025Q1: 23,342 shares; 2025Q2: 23,529 shares; 2025Q3: 23,973 shares; 2025Q4: 23,702 shares 23,702 $11.2M 0.14% -271 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: 69,686 shares; 2024Q4: 74,349 shares; 2025Q1: 61,591 shares; 2025Q2: 78,525 shares; 2025Q3: 72,665 shares; 2025Q4: 56,773 shares 56,773 $11.2M 0.14% -15,892 Timeline FMAR 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: 120,044 shares; 2024Q4: 119,640 shares; 2025Q1: 135,865 shares; 2025Q2: 328,014 shares; 2025Q3: 324,376 shares; 2025Q4: 235,482 shares 235,482 $11.2M 0.14% -88,894 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: 128,254 shares; 2024Q4: 137,045 shares; 2025Q1: 138,189 shares; 2025Q2: 135,239 shares; 2025Q3: 132,042 shares; 2025Q4: 123,593 shares 123,593 $11.1M 0.14% -8,449 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,415 shares; 2025Q2: 232,010 shares; 2025Q3: 256,295 shares; 2025Q4: 273,655 shares 273,655 $11M 0.14% +17,360 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: 93,689 shares; 2024Q4: 98,763 shares; 2025Q1: 109,673 shares; 2025Q2: 124,444 shares; 2025Q3: 142,509 shares; 2025Q4: 156,157 shares 156,157 $10.8M 0.13% +13,648 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,160 shares; 2024Q4: 48,665 shares; 2025Q1: 46,857 shares; 2025Q2: 56,100 shares; 2025Q3: 51,522 shares; 2025Q4: 49,766 shares 49,766 $10.8M 0.13% -1,756 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: 71,375 shares; 2024Q4: 69,151 shares; 2025Q1: 71,770 shares; 2025Q2: 71,738 shares; 2025Q3: 72,977 shares; 2025Q4: 61,318 shares 61,318 $10.8M 0.13% -11,659 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: 181,309 shares; 2024Q4: 167,143 shares; 2025Q1: 139,252 shares; 2025Q2: 180,087 shares; 2025Q3: 183,134 shares; 2025Q4: 196,244 shares 196,244 $10.7M 0.13% +13,110 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: 354,225 shares; 2024Q4: 307,082 shares; 2025Q1: 290,663 shares; 2025Q2: 295,851 shares; 2025Q3: 298,881 shares; 2025Q4: 257,457 shares 257,457 $10.6M 0.13% -41,424 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,248 shares; 2024Q4: 125,231 shares; 2025Q1: 140,715 shares; 2025Q2: 139,701 shares; 2025Q3: 138,828 shares; 2025Q4: 162,635 shares 162,635 $10.5M 0.13% +23,807 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: 259,420 shares; 2024Q4: 140,754 shares; 2025Q1: 116,847 shares; 2025Q2: 117,189 shares; 2025Q3: 118,792 shares; 2025Q4: 120,238 shares 120,238 $10.5M 0.13% +1,446 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484,423 shares; 2024Q4: 441,439 shares; 2025Q1: 376,845 shares; 2025Q2: 351,878 shares; 2025Q3: 228,034 shares; 2025Q4: 226,523 shares 226,523 $10.5M 0.13% -1,511 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,286 shares; 2024Q4: 129,900 shares; 2025Q1: 133,644 shares; 2025Q2: 129,780 shares; 2025Q3: 120,647 shares; 2025Q4: 116,428 shares 116,428 $10.4M 0.13% -4,219 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: 77,559 shares; 2024Q4: 77,452 shares; 2025Q1: 77,537 shares; 2025Q2: 77,453 shares; 2025Q3: 77,568 shares; 2025Q4: 77,569 shares 77,569 $10.3M 0.13% +1 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: 80,400 shares; 2024Q4: 87,521 shares; 2025Q1: 92,122 shares; 2025Q2: 91,069 shares; 2025Q3: 109,982 shares; 2025Q4: 120,781 shares 120,781 $10.1M 0.13% +10,799 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,178 shares; 2025Q3: 367,713 shares; 2025Q4: 316,541 shares 316,541 $10.1M 0.13% -51,172 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,290 shares; 2024Q4: 27,415 shares; 2025Q1: 30,148 shares; 2025Q2: 34,684 shares; 2025Q3: 50,410 shares; 2025Q4: 46,527 shares 46,527 $10M 0.12% -3,883 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: 130,194 shares; 2024Q4: 114,867 shares; 2025Q1: 112,053 shares; 2025Q2: 143,305 shares; 2025Q3: 151,462 shares; 2025Q4: 164,900 shares 164,900 $9.91M 0.12% +13,438 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404,483 shares; 2025Q3: 391,665 shares; 2025Q4: 433,747 shares 433,747 $9.82M 0.12% +42,082 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: 93,572 shares; 2024Q4: 99,952 shares; 2025Q1: 51,898 shares; 2025Q2: 53,192 shares; 2025Q3: 53,114 shares; 2025Q4: 53,294 shares 53,294 $9.66M 0.12% +180 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 36,110 shares; 2025Q1: 56,218 shares; 2025Q2: 57,202 shares; 2025Q3: 57,745 shares; 2025Q4: 52,405 shares 52,405 $9.65M 0.12% -5,340 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: 102,335 shares; 2024Q4: 100,097 shares; 2025Q1: 100,146 shares; 2025Q2: 29,992 shares; 2025Q3: 29,824 shares; 2025Q4: 29,837 shares 29,837 $9.64M 0.12% +13 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,854 shares; 2025Q1: 2,354 shares; 2025Q2: 3,669 shares; 2025Q3: 25,074 shares; 2025Q4: 43,793 shares 43,793 $9.52M 0.12% +18,719 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,223 shares; 2025Q4: 184,290 shares 184,290 $9.47M 0.12% +4,067 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,093 shares; 2025Q1: 108,467 shares; 2025Q2: 120,947 shares; 2025Q3: 122,937 shares; 2025Q4: 123,203 shares 123,203 $9.34M 0.12% +266 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: 172,123 shares; 2024Q4: 191,619 shares; 2025Q1: 177,277 shares; 2025Q2: 177,864 shares; 2025Q3: 177,147 shares; 2025Q4: 172,202 shares 172,202 $9.26M 0.12% -4,945 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,880 shares; 2024Q4: 26,983 shares; 2025Q1: 27,289 shares; 2025Q2: 28,013 shares; 2025Q3: 31,130 shares; 2025Q4: 34,552 shares 34,552 $9.04M 0.11% +3,422 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: 33,750 shares; 2024Q4: 177,132 shares; 2025Q1: 179,662 shares; 2025Q2: 180,897 shares; 2025Q3: 177,635 shares; 2025Q4: 179,556 shares 179,556 $8.98M 0.11% +1,921 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,283 shares; 2024Q4: 292,019 shares; 2025Q1: 452,346 shares; 2025Q2: 400,825 shares; 2025Q3: 409,684 shares; 2025Q4: 422,127 shares 422,127 $8.95M 0.11% +12,443 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,686 shares; 2024Q4: 55,307 shares; 2025Q1: 57,157 shares; 2025Q2: 59,413 shares; 2025Q3: 60,758 shares; 2025Q4: 55,213 shares 55,213 $8.92M 0.11% -5,545 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,981 shares; 2025Q2: 226,702 shares; 2025Q3: 234,152 shares; 2025Q4: 193,313 shares 193,313 $8.9M 0.11% -40,839 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: 24,943 shares; 2024Q4: 25,473 shares; 2025Q1: 25,822 shares; 2025Q2: 26,206 shares; 2025Q3: 22,705 shares; 2025Q4: 22,824 shares 22,824 $8.88M 0.11% +119 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: 42,338 shares; 2024Q4: 45,862 shares; 2025Q1: 47,011 shares; 2025Q2: 40,913 shares; 2025Q3: 27,501 shares; 2025Q4: 25,359 shares 25,359 $8.88M 0.11% -2,142 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,453 shares; 2024Q4: 50,427 shares; 2025Q1: 12,541 shares; 2025Q2: 11,128 shares; 2025Q3: 48,432 shares; 2025Q4: 63,712 shares 63,712 $8.83M 0.11% +15,280 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: 6,627 shares; 2024Q4: 6,203 shares; 2025Q1: 6,131 shares; 2025Q2: 94,365 shares; 2025Q3: 95,152 shares; 2025Q4: 96,146 shares 96,146 $8.8M 0.11% +994 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,101 shares; 2024Q4: 12,928 shares; 2025Q1: 12,578 shares; 2025Q2: 12,037 shares; 2025Q3: 189,258 shares; 2025Q4: 189,695 shares 189,695 $8.74M 0.11% +437 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,816 shares; 2024Q4: 40,243 shares; 2025Q1: 45,139 shares; 2025Q2: 41,120 shares; 2025Q3: 38,293 shares; 2025Q4: 32,956 shares 32,956 $8.57M 0.11% -5,337 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,309 shares; 2024Q4: 140,869 shares; 2025Q1: 141,928 shares; 2025Q2: 159,558 shares; 2025Q3: 151,207 shares; 2025Q4: 147,238 shares 147,238 $8.56M 0.11% -3,969 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: 11,493 shares; 2024Q4: 11,408 shares; 2025Q1: 11,383 shares; 2025Q2: 11,648 shares; 2025Q3: 10,438 shares; 2025Q4: 19,958 shares 19,958 $8.51M 0.11% +9,520 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 16,661 shares; 2025Q2: 18,541 shares; 2025Q3: 24,559 shares; 2025Q4: 32,055 shares 32,055 $8.37M 0.1% +7,496 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: 44,540 shares; 2024Q4: 50,096 shares; 2025Q1: 43,282 shares; 2025Q2: 46,944 shares; 2025Q3: 52,324 shares; 2025Q4: 59,357 shares 59,357 $8.37M 0.1% +7,033 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: 87,201 shares; 2024Q4: 88,762 shares; 2025Q1: 88,524 shares; 2025Q2: 88,120 shares; 2025Q3: 88,869 shares; 2025Q4: 94,565 shares 94,565 $8.37M 0.1% +5,696 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: 76,140 shares; 2024Q4: 76,554 shares; 2025Q1: 78,506 shares; 2025Q2: 77,963 shares; 2025Q3: 77,309 shares; 2025Q4: 75,344 shares 75,344 $8.3M 0.1% -1,965 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,725 shares; 2024Q4: 52,854 shares; 2025Q1: 71,302 shares; 2025Q2: 64,254 shares; 2025Q3: 70,668 shares; 2025Q4: 67,254 shares 67,254 $8.29M 0.1% -3,414 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565,354 shares 565,354 $8.22M 0.1% new 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: 378,289 shares; 2024Q4: 346,879 shares; 2025Q1: 363,368 shares; 2025Q2: 364,096 shares; 2025Q3: 362,966 shares; 2025Q4: 327,268 shares 327,268 $8.15M 0.1% -35,698 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: 47,577 shares; 2024Q4: 47,950 shares; 2025Q1: 31,591 shares; 2025Q2: 141,784 shares; 2025Q3: 139,138 shares; 2025Q4: 168,330 shares 168,330 $8.13M 0.1% +29,192 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: 87,518 shares; 2024Q4: 87,312 shares; 2025Q1: 83,612 shares; 2025Q2: 85,836 shares; 2025Q3: 86,898 shares; 2025Q4: 87,208 shares 87,208 $8.13M 0.1% +310 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,574 shares; 2024Q4: 494,574 shares; 2025Q1: 507,584 shares; 2025Q2: 508,084 shares; 2025Q3: 496,123 shares; 2025Q4: 576,303 shares 576,303 $8.13M 0.1% +80,180 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200,468 shares; 2025Q3: 233,853 shares; 2025Q4: 256,679 shares 256,679 $8.12M 0.1% +22,826 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: not reported; 2024Q4: 6,999 shares; 2025Q1: 13,857 shares; 2025Q2: 21,719 shares; 2025Q3: 131,404 shares; 2025Q4: 184,625 shares 184,625 $8.06M 0.1% +53,221 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: 5,678 shares; 2024Q4: 7,163 shares; 2025Q1: 47,725 shares; 2025Q2: 50,261 shares; 2025Q3: 54,187 shares; 2025Q4: 49,687 shares 49,687 $8.05M 0.1% -4,500 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,595 shares; 2024Q4: 37,489 shares; 2025Q1: 37,468 shares; 2025Q2: 38,363 shares; 2025Q3: 39,049 shares; 2025Q4: 39,095 shares 39,095 $8.03M 0.1% +46 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: 139,171 shares; 2024Q4: 89,832 shares; 2025Q1: 101,000 shares; 2025Q2: 93,633 shares; 2025Q3: 96,222 shares; 2025Q4: 92,083 shares 92,083 $8.03M 0.1% -4,139 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: 46,209 shares; 2024Q4: 85,799 shares; 2025Q1: 94,754 shares; 2025Q2: 98,169 shares; 2025Q3: 108,021 shares; 2025Q4: 115,227 shares 115,227 $8M 0.1% +7,206 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,916 shares; 2024Q4: 39,191 shares; 2025Q1: 41,654 shares; 2025Q2: 131,361 shares; 2025Q3: 200,303 shares; 2025Q4: 201,024 shares 201,024 $7.98M 0.1% +721 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,700 shares; 2025Q1: 44,450 shares; 2025Q2: 45,110 shares; 2025Q3: 172,953 shares; 2025Q4: 149,474 shares 149,474 $7.89M 0.1% -23,479 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: 72,021 shares; 2024Q4: 100,238 shares; 2025Q1: 120,661 shares; 2025Q2: 128,716 shares; 2025Q3: 133,476 shares; 2025Q4: 138,478 shares 138,478 $7.85M 0.1% +5,002 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: 89,053 shares; 2024Q4: 114,213 shares; 2025Q1: 131,151 shares; 2025Q2: 135,480 shares; 2025Q3: 135,693 shares; 2025Q4: 153,149 shares 153,149 $7.75M 0.1% +17,456 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: 55,632 shares; 2024Q4: 60,757 shares; 2025Q1: 63,005 shares; 2025Q2: 64,316 shares; 2025Q3: 49,856 shares; 2025Q4: 47,521 shares 47,521 $7.74M 0.1% -2,335 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,700 shares; 2024Q4: 46,786 shares; 2025Q1: 46,235 shares; 2025Q2: 47,594 shares; 2025Q3: 48,838 shares; 2025Q4: 46,986 shares 46,986 $7.73M 0.1% -1,852 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,002 shares; 2024Q4: 58,725 shares; 2025Q1: 74,062 shares; 2025Q2: 30,543 shares; 2025Q3: 16,938 shares; 2025Q4: 78,393 shares 78,393 $7.71M 0.1% +61,455 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: 122,888 shares; 2024Q4: 75,250 shares; 2025Q1: 75,233 shares; 2025Q2: 90,368 shares; 2025Q3: 91,247 shares; 2025Q4: 75,836 shares 75,836 $7.59M 0.09% -15,411 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: 23,198 shares; 2024Q4: 22,898 shares; 2025Q1: 22,956 shares; 2025Q2: 23,496 shares; 2025Q3: 23,737 shares; 2025Q4: 23,064 shares 23,064 $7.47M 0.09% -673 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 53,077 shares; 2025Q1: 58,701 shares; 2025Q2: 55,100 shares; 2025Q3: 42,126 shares; 2025Q4: 40,278 shares 40,278 $7.47M 0.09% -1,848 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: 54,805 shares; 2024Q4: 54,339 shares; 2025Q1: 52,292 shares; 2025Q2: 49,769 shares; 2025Q3: 47,994 shares; 2025Q4: 46,054 shares 46,054 $7.37M 0.09% -1,940 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: 6,777 shares; 2025Q1: 6,607 shares; 2025Q2: 6,765 shares; 2025Q3: 7,086 shares; 2025Q4: 6,869 shares 6,869 $7.35M 0.09% -217 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,499 shares; 2024Q4: 32,483 shares; 2025Q1: 32,591 shares; 2025Q2: 32,655 shares; 2025Q3: 130,277 shares; 2025Q4: 137,665 shares 137,665 $7.35M 0.09% +7,388 Timeline KBWB 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: 82,356 shares; 2024Q4: 82,357 shares; 2025Q1: 82,080 shares; 2025Q2: 82,050 shares; 2025Q3: 81,813 shares; 2025Q4: 86,780 shares 86,780 $7.31M 0.09% +4,967 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,623 shares; 2024Q4: 149,584 shares; 2025Q1: 140,397 shares; 2025Q2: 137,881 shares; 2025Q3: 137,580 shares; 2025Q4: 135,154 shares 135,154 $7.28M 0.09% -2,426 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,750 shares; 2025Q4: 264,330 shares 264,330 $7.27M 0.09% +102,580 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,988 shares; 2024Q4: 15,292 shares; 2025Q1: 17,328 shares; 2025Q2: 17,150 shares; 2025Q3: 17,087 shares; 2025Q4: 17,150 shares 17,150 $7.24M 0.09% +63 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,612 shares; 2024Q4: 260,072 shares; 2025Q1: 263,892 shares; 2025Q2: 261,142 shares; 2025Q3: 251,280 shares; 2025Q4: 163,375 shares 163,375 $7.18M 0.09% -87,905 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: 77,296 shares; 2024Q4: 87,218 shares; 2025Q1: 99,688 shares; 2025Q2: 100,769 shares; 2025Q3: 133,265 shares; 2025Q4: 95,538 shares 95,538 $7.08M 0.09% -37,727 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,724 shares; 2024Q4: 627,419 shares; 2025Q1: 646,330 shares; 2025Q2: 667,466 shares; 2025Q3: 716,656 shares; 2025Q4: 472,030 shares 472,030 $7.05M 0.09% -244,626 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: 45,848 shares; 2024Q4: 50,873 shares; 2025Q1: 54,409 shares; 2025Q2: 54,183 shares; 2025Q3: 54,504 shares; 2025Q4: 58,345 shares 58,345 $7.01M 0.09% +3,841 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,925 shares; 2024Q4: 37,825 shares; 2025Q1: 30,976 shares; 2025Q2: 29,086 shares; 2025Q3: 29,605 shares; 2025Q4: 26,608 shares 26,608 $6.93M 0.09% -2,997 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,318 shares; 2024Q4: 278,735 shares; 2025Q1: 272,120 shares; 2025Q2: 267,042 shares; 2025Q3: 250,486 shares; 2025Q4: 248,949 shares 248,949 $6.92M 0.09% -1,537 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: 12,513 shares; 2024Q4: 12,856 shares; 2025Q1: 12,957 shares; 2025Q2: 12,751 shares; 2025Q3: 12,535 shares; 2025Q4: 12,072 shares 12,072 $6.88M 0.09% -463 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: 21,851 shares; 2024Q4: 22,033 shares; 2025Q1: 24,357 shares; 2025Q2: 24,676 shares; 2025Q3: 23,838 shares; 2025Q4: 24,636 shares 24,636 $6.88M 0.09% +798 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: 391,345 shares; 2024Q4: 380,034 shares; 2025Q1: 210,411 shares; 2025Q2: 214,903 shares; 2025Q3: 171,628 shares; 2025Q4: 136,547 shares 136,547 $6.87M 0.09% -35,081 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,320 shares; 2025Q1: 3,287 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares 3,186 $6.84M 0.09% 0 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: 52,631 shares; 2024Q4: 39,567 shares; 2025Q1: 55,476 shares; 2025Q2: 45,772 shares; 2025Q3: 47,332 shares; 2025Q4: 53,134 shares 53,134 $6.82M 0.08% +5,802 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: 6,620 shares; 2024Q4: 7,224 shares; 2025Q1: 8,004 shares; 2025Q2: 8,586 shares; 2025Q3: 13,604 shares; 2025Q4: 10,104 shares 10,104 $6.81M 0.08% -3,500 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: 8,211 shares; 2024Q4: 8,943 shares; 2025Q1: 8,774 shares; 2025Q2: 9,073 shares; 2025Q3: 10,010 shares; 2025Q4: 11,974 shares 11,974 $6.78M 0.08% +1,964 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,593 shares; 2024Q4: 20,465 shares; 2025Q1: 20,177 shares; 2025Q2: 19,547 shares; 2025Q3: 18,009 shares; 2025Q4: 18,271 shares 18,271 $6.76M 0.08% +262 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,785 shares; 2025Q1: 91,884 shares; 2025Q2: 269,709 shares; 2025Q3: 268,044 shares; 2025Q4: 208,209 shares 208,209 $6.67M 0.08% -59,835 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506 shares; 2024Q4: 3,280 shares; 2025Q1: 2,506 shares; 2025Q2: 2,137 shares; 2025Q3: 1,764 shares; 2025Q4: 1,952 shares 1,952 $6.62M 0.08% +188 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 10,226 shares; 2025Q1: 10,316 shares; 2025Q2: 10,344 shares; 2025Q3: 14,117 shares; 2025Q4: 14,694 shares 14,694 $6.54M 0.08% +577 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,405 shares; 2024Q4: 16,053 shares; 2025Q1: 16,082 shares; 2025Q2: 16,076 shares; 2025Q3: 16,061 shares; 2025Q4: 16,121 shares 16,121 $6.51M 0.08% +60 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,532 shares; 2024Q4: 71,886 shares; 2025Q1: 72,331 shares; 2025Q2: 72,952 shares; 2025Q3: 72,646 shares; 2025Q4: 70,252 shares 70,252 $6.5M 0.08% -2,394 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: 63,075 shares; 2024Q4: 82,635 shares; 2025Q1: 75,554 shares; 2025Q2: 81,388 shares; 2025Q3: 90,009 shares; 2025Q4: 90,869 shares 90,869 $6.49M 0.08% +860 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: 104,499 shares; 2024Q4: 68,795 shares; 2025Q1: 67,918 shares; 2025Q2: 68,084 shares; 2025Q3: 63,515 shares; 2025Q4: 56,458 shares 56,458 $6.46M 0.08% -7,057 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,257 shares; 2025Q3: 27,728 shares; 2025Q4: 28,608 shares 28,608 $6.45M 0.08% +880 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: 47,733 shares; 2024Q4: 42,792 shares; 2025Q1: 40,439 shares; 2025Q2: 39,052 shares; 2025Q3: 40,647 shares; 2025Q4: 40,161 shares 40,161 $6.44M 0.08% -486 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: 27,064 shares; 2024Q4: 30,436 shares; 2025Q1: 33,565 shares; 2025Q2: 36,773 shares; 2025Q3: 36,978 shares; 2025Q4: 36,644 shares 36,644 $6.39M 0.08% -334 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: 68,646 shares; 2024Q4: 65,633 shares; 2025Q1: 69,388 shares; 2025Q2: 79,054 shares; 2025Q3: 75,670 shares; 2025Q4: 74,894 shares 74,894 $6.35M 0.08% -776 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: 95,520 shares; 2024Q4: 135,014 shares; 2025Q1: 112,139 shares; 2025Q2: 108,069 shares; 2025Q3: 110,858 shares; 2025Q4: 115,612 shares 115,612 $6.33M 0.08% +4,754 Timeline FDEC 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: 67,009 shares; 2024Q4: 66,066 shares; 2025Q1: 316,829 shares; 2025Q2: 140,448 shares; 2025Q3: 136,915 shares; 2025Q4: 123,589 shares 123,589 $6.33M 0.08% -13,326 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: 15,980 shares; 2024Q4: 16,594 shares; 2025Q1: 17,786 shares; 2025Q2: 19,217 shares; 2025Q3: 19,107 shares; 2025Q4: 18,745 shares 18,745 $6.31M 0.08% -362 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,486 shares; 2024Q4: 431,185 shares; 2025Q1: 421,714 shares; 2025Q2: 226,176 shares; 2025Q3: 217,736 shares; 2025Q4: 213,202 shares 213,202 $6.28M 0.08% -4,534 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 40,325 shares; 2025Q1: 47,695 shares; 2025Q2: 47,622 shares; 2025Q3: 47,583 shares; 2025Q4: 47,312 shares 47,312 $6.27M 0.08% -271 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,152 shares; 2024Q4: 172,549 shares; 2025Q1: 347,663 shares; 2025Q2: 346,068 shares; 2025Q3: 349,045 shares; 2025Q4: 343,435 shares 343,435 $6.26M 0.08% -5,610 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: 36,232 shares; 2024Q4: 36,127 shares; 2025Q1: 37,429 shares; 2025Q2: 48,435 shares; 2025Q3: 83,098 shares; 2025Q4: 124,115 shares 124,115 $6.24M 0.08% +41,017 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,401 shares; 2024Q4: 350,048 shares; 2025Q1: 352,423 shares; 2025Q2: 337,113 shares; 2025Q3: 309,164 shares; 2025Q4: 295,707 shares 295,707 $6.21M 0.08% -13,457 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: 132,998 shares; 2024Q4: 130,053 shares; 2025Q1: 131,712 shares; 2025Q2: 130,913 shares; 2025Q3: 130,793 shares; 2025Q4: 125,153 shares 125,153 $6.21M 0.08% -5,640 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: 47,671 shares; 2024Q4: 48,075 shares; 2025Q1: 46,099 shares; 2025Q2: 44,318 shares; 2025Q3: 40,206 shares; 2025Q4: 38,228 shares 38,228 $6.15M 0.08% -1,978 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,660 shares; 2024Q4: 111,774 shares; 2025Q1: 61,258 shares; 2025Q2: 49,550 shares; 2025Q3: 33,148 shares; 2025Q4: 61,860 shares 61,860 $6.14M 0.08% +28,712 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: 34,117 shares; 2024Q4: 30,130 shares; 2025Q1: 17,734 shares; 2025Q2: 17,394 shares; 2025Q3: 18,387 shares; 2025Q4: 26,543 shares 26,543 $6.04M 0.08% +8,156 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,629 shares; 2024Q4: 163,425 shares; 2025Q1: 161,843 shares; 2025Q2: 159,561 shares; 2025Q3: 249,096 shares; 2025Q4: 252,082 shares 252,082 $6.02M 0.07% +2,986 Timeline MLPA 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: 91,504 shares; 2024Q4: 103,404 shares; 2025Q1: 108,731 shares; 2025Q2: 110,886 shares; 2025Q3: 118,961 shares; 2025Q4: 123,766 shares 123,766 $5.99M 0.07% +4,805 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: 26,715 shares; 2024Q4: 27,583 shares; 2025Q1: 27,299 shares; 2025Q2: 29,354 shares; 2025Q3: 29,041 shares; 2025Q4: 30,599 shares 30,599 $5.97M 0.07% +1,558 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,650 shares; 2024Q4: 47,508 shares; 2025Q1: 62,602 shares; 2025Q2: 153,690 shares; 2025Q3: 153,015 shares; 2025Q4: 161,610 shares 161,610 $5.96M 0.07% +8,595 Timeline FJUL 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: 133,484 shares; 2024Q4: 128,380 shares; 2025Q1: 127,179 shares; 2025Q2: 126,482 shares; 2025Q3: 122,115 shares; 2025Q4: 106,360 shares 106,360 $5.95M 0.07% -15,755 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: 6,476 shares; 2024Q4: 6,116 shares; 2025Q1: 5,917 shares; 2025Q2: 14,110 shares; 2025Q3: 20,006 shares; 2025Q4: 21,249 shares 21,249 $5.88M 0.07% +1,243 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,811 shares; 2024Q4: 34,821 shares; 2025Q1: 33,378 shares; 2025Q2: 23,347 shares; 2025Q3: 23,137 shares; 2025Q4: 23,670 shares 23,670 $5.85M 0.07% +533 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: 21,017 shares; 2024Q4: 20,094 shares; 2025Q1: 21,363 shares; 2025Q2: 23,079 shares; 2025Q3: 22,119 shares; 2025Q4: 21,293 shares 21,293 $5.82M 0.07% -826 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: 38,824 shares; 2024Q4: 33,864 shares; 2025Q1: 34,163 shares; 2025Q2: 33,800 shares; 2025Q3: 35,034 shares; 2025Q4: 35,899 shares 35,899 $5.81M 0.07% +865 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: 87,879 shares; 2024Q4: 90,669 shares; 2025Q1: 93,127 shares; 2025Q2: 94,813 shares; 2025Q3: 97,931 shares; 2025Q4: 98,747 shares 98,747 $5.79M 0.07% +816 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: 44,797 shares; 2024Q4: 45,896 shares; 2025Q1: 84,566 shares; 2025Q2: 85,927 shares; 2025Q3: 47,603 shares; 2025Q4: 56,034 shares 56,034 $5.7M 0.07% +8,431 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: 81,429 shares; 2024Q4: 84,010 shares; 2025Q1: 107,277 shares; 2025Q2: 65,190 shares; 2025Q3: 67,310 shares; 2025Q4: 66,012 shares 66,012 $5.68M 0.07% -1,298 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 20,101 shares; 2025Q2: 30,100 shares; 2025Q3: 28,317 shares; 2025Q4: 25,128 shares 25,128 $5.59M 0.07% -3,189 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: 40,139 shares; 2024Q4: 29,032 shares; 2025Q1: 33,175 shares; 2025Q2: 34,329 shares; 2025Q3: 34,440 shares; 2025Q4: 35,521 shares 35,521 $5.5M 0.07% +1,081 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: 26,824 shares; 2024Q4: 28,806 shares; 2025Q1: 27,842 shares; 2025Q2: 30,586 shares; 2025Q3: 41,006 shares; 2025Q4: 43,008 shares 43,008 $5.44M 0.07% +2,002 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,782 shares; 2024Q4: 90,782 shares; 2025Q1: 90,099 shares; 2025Q2: 89,499 shares; 2025Q3: 89,499 shares; 2025Q4: 89,394 shares 89,394 $5.28M 0.07% -105 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.07% 0 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: 53,693 shares; 2024Q4: 55,673 shares; 2025Q1: 79,873 shares; 2025Q2: 62,042 shares; 2025Q3: 67,700 shares; 2025Q4: 65,310 shares 65,310 $5.23M 0.07% -2,390 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,519 shares; 2024Q4: 34,927 shares; 2025Q1: 33,549 shares; 2025Q2: 33,222 shares; 2025Q3: 32,497 shares; 2025Q4: 32,749 shares 32,749 $5.22M 0.06% +252 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,713 shares; 2024Q4: 45,299 shares; 2025Q1: 44,410 shares; 2025Q2: 44,237 shares; 2025Q3: 45,527 shares; 2025Q4: 46,593 shares 46,593 $5.21M 0.06% +1,066 Timeline FAPR 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: 130,986 shares; 2024Q4: 126,845 shares; 2025Q1: 126,438 shares; 2025Q2: 208,165 shares; 2025Q3: 197,129 shares; 2025Q4: 116,678 shares 116,678 $5.18M 0.06% -80,451 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: 25,870 shares; 2024Q4: 26,652 shares; 2025Q1: 26,811 shares; 2025Q2: 25,596 shares; 2025Q3: 25,594 shares; 2025Q4: 25,953 shares 25,953 $5.18M 0.06% +359 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: 39,388 shares; 2024Q4: 38,788 shares; 2025Q1: 34,576 shares; 2025Q2: 33,611 shares; 2025Q3: 33,539 shares; 2025Q4: 33,678 shares 33,678 $5.17M 0.06% +139 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,953 shares; 2024Q4: 38,045 shares; 2025Q1: 46,356 shares; 2025Q2: 55,281 shares; 2025Q3: 55,606 shares; 2025Q4: 55,433 shares 55,433 $5.14M 0.06% -173 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: 97,364 shares; 2024Q4: 107,371 shares; 2025Q1: 98,570 shares; 2025Q2: 93,629 shares; 2025Q3: 95,046 shares; 2025Q4: 93,893 shares 93,893 $5.14M 0.06% -1,153 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: 31,849 shares; 2024Q4: 29,822 shares; 2025Q1: 29,288 shares; 2025Q2: 29,062 shares; 2025Q3: 28,253 shares; 2025Q4: 28,692 shares 28,692 $5.09M 0.06% +439 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: 107,022 shares; 2024Q4: 151,772 shares; 2025Q1: 186,949 shares; 2025Q2: 198,908 shares; 2025Q3: 250,640 shares; 2025Q4: 300,746 shares 300,746 $5.09M 0.06% +50,106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,781 shares; 2025Q3: 23,603 shares; 2025Q4: 17,169 shares 17,169 $5.08M 0.06% -6,434 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,825 shares; 2024Q4: 20,170 shares; 2025Q1: 19,384 shares; 2025Q2: 19,145 shares; 2025Q3: 18,984 shares; 2025Q4: 18,810 shares 18,810 $5.06M 0.06% -174 Timeline IGHG 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: 52,535 shares; 2024Q4: 63,732 shares; 2025Q1: 68,151 shares; 2025Q2: 68,314 shares; 2025Q3: 58,866 shares; 2025Q4: 64,494 shares 64,494 $5.06M 0.06% +5,628 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: 87,909 shares; 2024Q4: 85,135 shares; 2025Q1: 85,112 shares; 2025Q2: 88,007 shares; 2025Q3: 88,753 shares; 2025Q4: 89,156 shares 89,156 $5.05M 0.06% +403 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,863 shares; 2025Q1: 11,132 shares; 2025Q2: 10,551 shares; 2025Q3: 10,035 shares; 2025Q4: 9,202 shares 9,202 $4.81M 0.06% -833 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: 7,650 shares; 2024Q4: 6,964 shares; 2025Q1: 7,490 shares; 2025Q2: 7,366 shares; 2025Q3: 7,507 shares; 2025Q4: 7,306 shares 7,306 $4.77M 0.06% -201 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: 1,423 shares; 2024Q4: 1,953 shares; 2025Q1: 2,201 shares; 2025Q2: 14,940 shares; 2025Q3: 15,309 shares; 2025Q4: 13,148 shares 13,148 $4.74M 0.06% -2,161 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: 6,194 shares; 2025Q1: 9,603 shares; 2025Q2: 9,313 shares; 2025Q3: 34,302 shares; 2025Q4: 27,626 shares 27,626 $4.73M 0.06% -6,676 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: 112,721 shares; 2024Q4: 114,490 shares; 2025Q1: 116,823 shares; 2025Q2: 126,477 shares; 2025Q3: 124,305 shares; 2025Q4: 129,973 shares 129,973 $4.71M 0.06% +5,668 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: 43,595 shares; 2024Q4: 45,225 shares; 2025Q1: 43,424 shares; 2025Q2: 42,793 shares; 2025Q3: 33,596 shares; 2025Q4: 30,413 shares 30,413 $4.71M 0.06% -3,183 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: 7,874 shares; 2024Q4: 6,931 shares; 2025Q1: 5,794 shares; 2025Q2: 5,760 shares; 2025Q3: 5,699 shares; 2025Q4: 30,477 shares 30,477 $4.67M 0.06% +24,778 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD 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: 182,446 shares; 2025Q4: 237,205 shares 237,205 $4.64M 0.06% +54,759 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,355 shares; 2024Q4: 77,584 shares; 2025Q1: 106,456 shares; 2025Q2: 105,262 shares; 2025Q3: 106,170 shares; 2025Q4: 110,463 shares 110,463 $4.62M 0.06% +4,293 Timeline QDPL 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: 17,200 shares; 2024Q4: 20,915 shares; 2025Q1: 90,770 shares; 2025Q2: 99,910 shares; 2025Q3: 107,460 shares; 2025Q4: 108,415 shares 108,415 $4.61M 0.06% +955 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,190 shares; 2024Q4: 28,190 shares; 2025Q1: 28,190 shares; 2025Q2: 28,190 shares; 2025Q3: 28,294 shares; 2025Q4: 60,563 shares 60,563 $4.58M 0.06% +32,269 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,503 shares; 2024Q4: 41,461 shares; 2025Q1: 41,858 shares; 2025Q2: 42,433 shares; 2025Q3: 42,008 shares; 2025Q4: 43,773 shares 43,773 $4.55M 0.06% +1,765 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: 9,876 shares; 2024Q4: 14,310 shares; 2025Q1: 15,160 shares; 2025Q2: 16,475 shares; 2025Q3: 15,531 shares; 2025Q4: 14,569 shares 14,569 $4.55M 0.06% -962 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: 12,900 shares; 2024Q4: 12,433 shares; 2025Q1: 12,685 shares; 2025Q2: 12,710 shares; 2025Q3: 13,048 shares; 2025Q4: 12,937 shares 12,937 $4.55M 0.06% -111 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 207,678 shares; 2025Q1: 222,831 shares; 2025Q2: 223,570 shares; 2025Q3: 232,813 shares; 2025Q4: 235,409 shares 235,409 $4.51M 0.06% +2,596 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: 24,994 shares; 2024Q4: 18,023 shares; 2025Q1: 17,122 shares; 2025Q2: 16,814 shares; 2025Q3: 15,820 shares; 2025Q4: 15,732 shares 15,732 $4.49M 0.06% -88 Timeline FMAY 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: 165,059 shares; 2024Q4: 163,817 shares; 2025Q1: 162,323 shares; 2025Q2: 161,059 shares; 2025Q3: 140,288 shares; 2025Q4: 83,701 shares 83,701 $4.47M 0.06% -56,587 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: 18,410 shares; 2024Q4: 18,058 shares; 2025Q1: 17,712 shares; 2025Q2: 18,224 shares; 2025Q3: 20,041 shares; 2025Q4: 21,054 shares 21,054 $4.46M 0.06% +1,013 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,301 shares; 2024Q4: 67,918 shares; 2025Q1: 69,358 shares; 2025Q2: 71,109 shares; 2025Q3: 71,630 shares; 2025Q4: 72,055 shares 72,055 $4.45M 0.06% +425 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: 56,883 shares; 2024Q4: 53,248 shares; 2025Q1: 59,053 shares; 2025Q2: 81,822 shares; 2025Q3: 58,846 shares; 2025Q4: 54,147 shares 54,147 $4.42M 0.06% -4,699 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,322 shares; 2025Q1: 7,332 shares; 2025Q2: 7,322 shares; 2025Q3: 7,261 shares; 2025Q4: 7,261 shares 7,261 $4.4M 0.05% 0 Timeline FJUN 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: 113,885 shares; 2024Q4: 113,885 shares; 2025Q1: 113,735 shares; 2025Q2: 113,560 shares; 2025Q3: 110,880 shares; 2025Q4: 76,120 shares 76,120 $4.34M 0.05% -34,760 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: 60,738 shares; 2024Q4: 60,998 shares; 2025Q1: 57,651 shares; 2025Q2: 56,933 shares; 2025Q3: 56,214 shares; 2025Q4: 45,972 shares 45,972 $4.3M 0.05% -10,242 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: 96,299 shares; 2024Q4: 145,693 shares; 2025Q1: 174,399 shares; 2025Q2: 173,941 shares; 2025Q3: 219,782 shares; 2025Q4: 257,238 shares 257,238 $4.29M 0.05% +37,456 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: 169,488 shares; 2024Q4: 87,102 shares; 2025Q1: 54,513 shares; 2025Q2: 52,359 shares; 2025Q3: 55,604 shares; 2025Q4: 58,090 shares 58,090 $4.27M 0.05% +2,486 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: 103,613 shares; 2024Q4: 99,565 shares; 2025Q1: 97,358 shares; 2025Q2: 89,670 shares; 2025Q3: 90,273 shares; 2025Q4: 88,903 shares 88,903 $4.25M 0.05% -1,370 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: 57,437 shares; 2024Q4: 55,450 shares; 2025Q1: 39,072 shares; 2025Q2: 43,724 shares; 2025Q3: 42,307 shares; 2025Q4: 35,991 shares 35,991 $4.24M 0.05% -6,316 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: 41,857 shares; 2024Q4: 40,937 shares; 2025Q1: 40,457 shares; 2025Q2: 36,268 shares; 2025Q3: 35,645 shares; 2025Q4: 35,348 shares 35,348 $4.23M 0.05% -297 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: not reported; 2024Q4: not reported; 2025Q1: 43,739 shares; 2025Q2: 43,962 shares; 2025Q3: 59,923 shares; 2025Q4: 62,813 shares 62,813 $4.23M 0.05% +2,890 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,284 shares; 2025Q1: 15,554 shares; 2025Q2: 15,707 shares; 2025Q3: 12,950 shares; 2025Q4: 12,871 shares 12,871 $4.23M 0.05% -79 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,867 shares; 2024Q4: 194,085 shares; 2025Q1: 196,076 shares; 2025Q2: 198,926 shares; 2025Q3: 186,391 shares; 2025Q4: 139,810 shares 139,810 $4.22M 0.05% -46,581 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: 41,692 shares; 2024Q4: 41,553 shares; 2025Q1: 40,846 shares; 2025Q2: 39,239 shares; 2025Q3: 38,632 shares; 2025Q4: 34,185 shares 34,185 $4.21M 0.05% -4,447 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,457 shares; 2024Q4: 99,062 shares; 2025Q1: 141,055 shares; 2025Q2: 141,782 shares; 2025Q3: 174,331 shares; 2025Q4: 200,452 shares 200,452 $4.18M 0.05% +26,121 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: 18,185 shares; 2024Q4: 17,072 shares; 2025Q1: 17,010 shares; 2025Q2: 16,983 shares; 2025Q3: 16,989 shares; 2025Q4: 16,872 shares 16,872 $4.18M 0.05% -117 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: 2,683 shares; 2024Q4: 2,945 shares; 2025Q1: 2,911 shares; 2025Q2: 5,993 shares; 2025Q3: 19,461 shares; 2025Q4: 19,009 shares 19,009 $4.17M 0.05% -452 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: 62,924 shares; 2024Q4: 62,802 shares; 2025Q1: 57,873 shares; 2025Q2: 66,120 shares; 2025Q3: 62,887 shares; 2025Q4: 62,783 shares 62,783 $4.14M 0.05% -104 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,384 shares; 2024Q4: 68,857 shares; 2025Q1: 68,655 shares; 2025Q2: 69,665 shares; 2025Q3: 68,964 shares; 2025Q4: 78,403 shares 78,403 $4.14M 0.05% +9,439 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,080 shares; 2025Q4: 166,745 shares 166,745 $4.13M 0.05% +151,665 Timeline NVBU 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: not reported; 2024Q4: 115,921 shares; 2025Q1: 117,710 shares; 2025Q2: 120,402 shares; 2025Q3: 120,917 shares; 2025Q4: 141,646 shares 141,646 $4.1M 0.05% +20,729 Timeline OCTU 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: not reported; 2024Q4: 116,275 shares; 2025Q1: 117,969 shares; 2025Q2: 120,898 shares; 2025Q3: 121,403 shares; 2025Q4: 143,368 shares 143,368 $4.08M 0.05% +21,965 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 61,643 shares; 2025Q1: 64,826 shares; 2025Q2: 71,587 shares; 2025Q3: 89,647 shares; 2025Q4: 87,029 shares 87,029 $4.07M 0.05% -2,618 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: 43,976 shares; 2024Q4: 47,109 shares; 2025Q1: 45,867 shares; 2025Q2: 45,510 shares; 2025Q3: 47,270 shares; 2025Q4: 89,901 shares 89,901 $4.02M 0.05% +42,631 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,104 shares; 2025Q1: 14,920 shares; 2025Q2: 22,704 shares; 2025Q3: 88,741 shares; 2025Q4: 89,720 shares 89,720 $4M 0.05% +979 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: 12,135 shares; 2024Q4: 11,778 shares; 2025Q1: 12,070 shares; 2025Q2: 17,214 shares; 2025Q3: 68,490 shares; 2025Q4: 87,617 shares 87,617 $3.99M 0.05% +19,127 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: 3,988 shares; 2024Q4: 4,136 shares; 2025Q1: 3,673 shares; 2025Q2: 4,823 shares; 2025Q3: 5,145 shares; 2025Q4: 5,254 shares 5,254 $3.96M 0.05% +109 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,066 shares; 2024Q4: 135,837 shares; 2025Q1: 140,937 shares; 2025Q2: 140,987 shares; 2025Q3: 126,361 shares; 2025Q4: 126,112 shares 126,112 $3.96M 0.05% -249 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,648 shares; 2024Q4: 47,332 shares; 2025Q1: 42,494 shares; 2025Q2: 43,032 shares; 2025Q3: 32,419 shares; 2025Q4: 35,034 shares 35,034 $3.95M 0.05% +2,615 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: 42,062 shares; 2024Q4: 37,348 shares; 2025Q1: 38,865 shares; 2025Q2: 41,845 shares; 2025Q3: 40,996 shares; 2025Q4: 41,103 shares 41,103 $3.95M 0.05% +107 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,036 shares; 2024Q4: 43,793 shares; 2025Q1: 29,066 shares; 2025Q2: 29,077 shares; 2025Q3: 28,877 shares; 2025Q4: 28,878 shares 28,878 $3.95M 0.05% +1 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,848 shares; 2024Q4: 42,926 shares; 2025Q1: 41,347 shares; 2025Q2: 40,938 shares; 2025Q3: 40,762 shares; 2025Q4: 40,046 shares 40,046 $3.94M 0.05% -716 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: 15,633 shares; 2024Q4: 15,391 shares; 2025Q1: 14,229 shares; 2025Q2: 16,179 shares; 2025Q3: 16,027 shares; 2025Q4: 16,133 shares 16,133 $3.91M 0.05% +106 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 14,212 shares; 2025Q1: 13,937 shares; 2025Q2: 13,930 shares; 2025Q3: 14,879 shares; 2025Q4: 15,327 shares 15,327 $3.89M 0.05% +448 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,947 shares; 2024Q4: 69,806 shares; 2025Q1: 72,979 shares; 2025Q2: 73,564 shares; 2025Q3: 76,688 shares; 2025Q4: 78,299 shares 78,299 $3.85M 0.05% +1,611 DECU 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: not reported; 2024Q4: 102,416 shares; 2025Q1: 105,961 shares; 2025Q2: 109,064 shares; 2025Q3: 113,169 shares; 2025Q4: 138,930 shares 138,930 $3.81M 0.05% +25,761 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: 16,014 shares; 2024Q4: 17,965 shares; 2025Q1: 18,270 shares; 2025Q2: 15,762 shares; 2025Q3: 6,636 shares; 2025Q4: 6,288 shares 6,288 $3.8M 0.05% -348 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I 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: 32,347 shares; 2025Q4: 38,537 shares 38,537 $3.77M 0.05% +6,190 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: 8,852 shares; 2024Q4: 8,765 shares; 2025Q1: 8,235 shares; 2025Q2: 8,500 shares; 2025Q3: 8,481 shares; 2025Q4: 8,075 shares 8,075 $3.77M 0.05% -406 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,875 shares; 2025Q3: 59,040 shares; 2025Q4: 105,734 shares 105,734 $3.77M 0.05% +46,694 Timeline JANU 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: not reported; 2024Q4: not reported; 2025Q1: 105,907 shares; 2025Q2: 109,243 shares; 2025Q3: 114,408 shares; 2025Q4: 133,694 shares 133,694 $3.76M 0.05% +19,286 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,114 shares; 2024Q4: 18,432 shares; 2025Q1: 19,918 shares; 2025Q2: 19,835 shares; 2025Q3: 21,045 shares; 2025Q4: 20,615 shares 20,615 $3.76M 0.05% -430 Timeline FEBU 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: not reported; 2024Q4: not reported; 2025Q1: 108,531 shares; 2025Q2: 112,715 shares; 2025Q3: 116,084 shares; 2025Q4: 135,484 shares 135,484 $3.75M 0.05% +19,400 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: 108,666 shares; 2024Q4: 112,213 shares; 2025Q1: 52,645 shares; 2025Q2: 35,928 shares; 2025Q3: 34,114 shares; 2025Q4: 33,372 shares 33,372 $3.74M 0.05% -742 Timeline BSCX 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: 56,657 shares; 2024Q4: 71,795 shares; 2025Q1: 112,370 shares; 2025Q2: 120,537 shares; 2025Q3: 149,891 shares; 2025Q4: 173,777 shares 173,777 $3.73M 0.05% +23,886 Timeline MARU 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: not reported; 2024Q4: not reported; 2025Q1: 111,695 shares; 2025Q2: 114,561 shares; 2025Q3: 116,278 shares; 2025Q4: 134,290 shares 134,290 $3.73M 0.05% +18,012 Timeline BSCY 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: 16,715 shares; 2024Q4: 32,247 shares; 2025Q1: 96,869 shares; 2025Q2: 121,855 shares; 2025Q3: 150,899 shares; 2025Q4: 177,312 shares 177,312 $3.73M 0.05% +26,413 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: 8,083 shares; 2024Q4: 7,844 shares; 2025Q1: 18,868 shares; 2025Q2: 19,383 shares; 2025Q3: 26,323 shares; 2025Q4: 37,867 shares 37,867 $3.72M 0.05% +11,544 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 6,873 shares; 2025Q1: 7,317 shares; 2025Q2: 8,163 shares; 2025Q3: 123,770 shares; 2025Q4: 140,638 shares 140,638 $3.72M 0.05% +16,868 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: 22,142 shares; 2024Q4: 15,921 shares; 2025Q1: 16,122 shares; 2025Q2: 31,665 shares; 2025Q3: 41,399 shares; 2025Q4: 86,201 shares 86,201 $3.68M 0.05% +44,802 Timeline QSPT 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: 103,389 shares; 2024Q4: 102,145 shares; 2025Q1: 101,498 shares; 2025Q2: 102,305 shares; 2025Q3: 98,804 shares; 2025Q4: 115,335 shares 115,335 $3.65M 0.05% +16,531 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,688 shares; 2024Q4: 59,275 shares; 2025Q1: 80,230 shares; 2025Q2: 80,839 shares; 2025Q3: 123,608 shares; 2025Q4: 153,550 shares 153,550 $3.63M 0.05% +29,942 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,979 shares; 2024Q4: 99,160 shares; 2025Q1: 79,213 shares; 2025Q2: 80,813 shares; 2025Q3: 80,813 shares; 2025Q4: 79,298 shares 79,298 $3.61M 0.04% -1,515 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,245 shares; 2024Q4: 32,147 shares; 2025Q1: 420,060 shares; 2025Q2: 414,529 shares; 2025Q3: 471,185 shares; 2025Q4: 430,781 shares 430,781 $3.59M 0.04% -40,404 YETI YETI HLDGS INC More: the full row for YETI HLDGS 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: 73,200 shares; 2025Q2: 84,400 shares; 2025Q3: 83,400 shares; 2025Q4: 81,200 shares 81,200 $3.59M 0.04% -2,200 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: 75,648 shares; 2024Q4: 76,194 shares; 2025Q1: 45,570 shares; 2025Q2: 45,094 shares; 2025Q3: 46,424 shares; 2025Q4: 40,283 shares 40,283 $3.58M 0.04% -6,141 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: 19,601 shares; 2024Q4: 89,674 shares; 2025Q1: 93,720 shares; 2025Q2: 92,821 shares; 2025Q3: 95,951 shares; 2025Q4: 93,176 shares 93,176 $3.57M 0.04% -2,775 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 40,888 shares; 2025Q4: 41,706 shares 41,706 $3.56M 0.04% +818 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: 26,770 shares; 2024Q4: 23,376 shares; 2025Q1: 18,307 shares; 2025Q2: 18,395 shares; 2025Q3: 16,552 shares; 2025Q4: 29,765 shares 29,765 $3.55M 0.04% +13,213 Timeline PTNQ 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: 89,566 shares; 2024Q4: 86,546 shares; 2025Q1: 84,624 shares; 2025Q2: 79,800 shares; 2025Q3: 68,822 shares; 2025Q4: 45,064 shares 45,064 $3.54M 0.04% -23,758 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: 25,684 shares; 2024Q4: 25,087 shares; 2025Q1: 24,655 shares; 2025Q2: 24,762 shares; 2025Q3: 42,744 shares; 2025Q4: 44,028 shares 44,028 $3.51M 0.04% +1,284 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: 5,974 shares; 2024Q4: 39,233 shares; 2025Q1: 18,745 shares; 2025Q2: 47,034 shares; 2025Q3: 40,732 shares; 2025Q4: 33,112 shares 33,112 $3.5M 0.04% -7,620 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: 7,408 shares; 2024Q4: 7,185 shares; 2025Q1: 6,909 shares; 2025Q2: 7,214 shares; 2025Q3: 7,366 shares; 2025Q4: 7,471 shares 7,471 $3.48M 0.04% +105 Timeline AUGU 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: 91,677 shares; 2024Q4: 87,960 shares; 2025Q1: 95,278 shares; 2025Q2: 98,163 shares; 2025Q3: 100,987 shares; 2025Q4: 117,543 shares 117,543 $3.46M 0.04% +16,556 Timeline SEPU 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: 94,667 shares; 2024Q4: 94,880 shares; 2025Q1: 98,620 shares; 2025Q2: 99,049 shares; 2025Q3: 102,552 shares; 2025Q4: 119,386 shares 119,386 $3.46M 0.04% +16,834 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: 52,613 shares 52,613 $3.44M 0.04% new 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: 90,175 shares; 2024Q4: 86,614 shares; 2025Q1: 93,574 shares; 2025Q2: 96,436 shares; 2025Q3: 99,651 shares; 2025Q4: 115,768 shares 115,768 $3.44M 0.04% +16,117 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: 95,258 shares; 2024Q4: 133,629 shares; 2025Q1: 142,040 shares; 2025Q2: 143,793 shares; 2025Q3: 161,399 shares; 2025Q4: 182,382 shares 182,382 $3.44M 0.04% +20,983 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: 22,879 shares; 2024Q4: 24,535 shares; 2025Q1: 22,864 shares; 2025Q2: 23,172 shares; 2025Q3: 29,497 shares; 2025Q4: 26,587 shares 26,587 $3.43M 0.04% -2,910 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,232 shares; 2024Q4: 40,472 shares; 2025Q1: 38,465 shares; 2025Q2: 38,265 shares; 2025Q3: 38,193 shares; 2025Q4: 39,243 shares 39,243 $3.43M 0.04% +1,050 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: 41,063 shares; 2024Q4: 42,492 shares; 2025Q1: 42,062 shares; 2025Q2: 42,391 shares; 2025Q3: 42,558 shares; 2025Q4: 43,391 shares 43,391 $3.42M 0.04% +833 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: 144,268 shares; 2024Q4: 183,963 shares; 2025Q1: 224,907 shares; 2025Q2: 209,765 shares; 2025Q3: 120,970 shares; 2025Q4: 122,614 shares 122,614 $3.37M 0.04% +1,644 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 1,799 shares; 2025Q1: 2,760 shares; 2025Q2: 2,932 shares; 2025Q3: 2,928 shares; 2025Q4: 3,142 shares 3,142 $3.36M 0.04% +214 Timeline JNEU 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: 83,098 shares; 2024Q4: 79,340 shares; 2025Q1: 82,181 shares; 2025Q2: 86,173 shares; 2025Q3: 94,026 shares; 2025Q4: 110,183 shares 110,183 $3.34M 0.04% +16,157 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,598 shares; 2025Q4: 33,088 shares 33,088 $3.32M 0.04% +4,490 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: 14,433 shares; 2024Q4: 16,530 shares; 2025Q1: 17,394 shares; 2025Q2: 18,481 shares; 2025Q3: 17,925 shares; 2025Q4: 18,989 shares 18,989 $3.28M 0.04% +1,064 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,793 shares; 2024Q4: 37,499 shares; 2025Q1: 36,408 shares; 2025Q2: 35,079 shares; 2025Q3: 34,940 shares; 2025Q4: 34,942 shares 34,942 $3.28M 0.04% +2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,878 shares; 2024Q4: 21,034 shares; 2025Q1: 9,512 shares; 2025Q2: 9,599 shares; 2025Q3: 9,336 shares; 2025Q4: 9,172 shares 9,172 $3.22M 0.04% -164 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: 34,265 shares; 2024Q4: 35,090 shares; 2025Q1: 34,917 shares; 2025Q2: 35,396 shares; 2025Q3: 37,531 shares; 2025Q4: 34,752 shares 34,752 $3.18M 0.04% -2,779 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: 71,340 shares; 2024Q4: 70,699 shares; 2025Q1: 70,719 shares; 2025Q2: 69,809 shares; 2025Q3: 69,684 shares; 2025Q4: 68,632 shares 68,632 $3.16M 0.04% -1,052 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,076 shares; 2024Q4: 185,612 shares; 2025Q1: 108,864 shares; 2025Q2: 98,787 shares; 2025Q3: 94,450 shares; 2025Q4: 67,807 shares 67,807 $3.15M 0.04% -26,643 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: 382,600 shares; 2024Q4: 338,731 shares; 2025Q1: 423,725 shares; 2025Q2: 402,672 shares; 2025Q3: 411,089 shares; 2025Q4: 105,254 shares 105,254 $3.15M 0.04% -305,835 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares; 2025Q4: 59,072 shares 59,072 $3.12M 0.04% +49,412 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,390 shares; 2024Q4: 15,240 shares; 2025Q1: not reported; 2025Q2: 18,930 shares; 2025Q3: 54,484 shares; 2025Q4: 63,720 shares 63,720 $3.1M 0.04% +9,236 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: 84,274 shares; 2024Q4: 97,512 shares; 2025Q1: 109,216 shares; 2025Q2: 114,227 shares; 2025Q3: 129,963 shares; 2025Q4: 150,482 shares 150,482 $3.1M 0.04% +20,519 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,210 shares; 2025Q1: 7,932 shares; 2025Q2: 8,078 shares; 2025Q3: 9,201 shares; 2025Q4: 24,256 shares 24,256 $3.09M 0.04% +15,055 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: 38,282 shares; 2024Q4: 33,990 shares; 2025Q1: 29,410 shares; 2025Q2: 25,564 shares; 2025Q3: 24,650 shares; 2025Q4: 24,369 shares 24,369 $3.03M 0.04% -281 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: 101,781 shares; 2024Q4: 98,211 shares; 2025Q1: 98,612 shares; 2025Q2: 98,358 shares; 2025Q3: 98,231 shares; 2025Q4: 100,232 shares 100,232 $3.03M 0.04% +2,001 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,620 shares; 2024Q4: 19,603 shares; 2025Q1: 19,603 shares; 2025Q2: 19,317 shares; 2025Q3: 19,317 shares; 2025Q4: 19,038 shares 19,038 $3M 0.04% -279 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: 3,472 shares; 2024Q4: 3,368 shares; 2025Q1: 3,174 shares; 2025Q2: 3,226 shares; 2025Q3: 3,281 shares; 2025Q4: 3,391 shares 3,391 $2.98M 0.04% +110 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,029 shares; 2024Q4: 18,519 shares; 2025Q1: 18,578 shares; 2025Q2: 16,344 shares; 2025Q3: 17,350 shares; 2025Q4: 15,330 shares 15,330 $2.98M 0.04% -2,020 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: 8,711 shares; 2024Q4: 15,559 shares; 2025Q1: 16,462 shares; 2025Q2: 31,801 shares; 2025Q3: 31,859 shares; 2025Q4: 32,149 shares 32,149 $2.97M 0.04% +290 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: 35,696 shares; 2024Q4: 82,712 shares; 2025Q1: 98,799 shares; 2025Q2: 86,141 shares; 2025Q3: 71,455 shares; 2025Q4: 45,840 shares 45,840 $2.95M 0.04% -25,615 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,770 shares; 2024Q4: 128,721 shares; 2025Q1: 127,775 shares; 2025Q2: 115,771 shares; 2025Q3: 144,017 shares; 2025Q4: 154,784 shares 154,784 $2.92M 0.04% +10,767 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: 42,265 shares; 2024Q4: 45,831 shares; 2025Q1: 46,740 shares; 2025Q2: 45,970 shares; 2025Q3: 38,207 shares; 2025Q4: 31,892 shares 31,892 $2.91M 0.04% -6,315 Timeline QDEC 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: 83,047 shares; 2024Q4: 82,521 shares; 2025Q1: 79,881 shares; 2025Q2: 81,133 shares; 2025Q3: 77,570 shares; 2025Q4: 89,515 shares 89,515 $2.91M 0.04% +11,945 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,634 shares; 2025Q4: 95,284 shares 95,284 $2.9M 0.04% +13,650 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,156 shares; 2025Q4: 92,638 shares 92,638 $2.89M 0.04% +13,482 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,684 shares; 2025Q4: 95,435 shares 95,435 $2.88M 0.04% +13,751 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,917 shares; 2025Q4: 92,248 shares 92,248 $2.86M 0.04% +13,331 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: 162,644 shares; 2024Q4: 107,009 shares; 2025Q1: 111,397 shares; 2025Q2: 114,102 shares; 2025Q3: 78,141 shares; 2025Q4: 76,517 shares 76,517 $2.86M 0.04% -1,624 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,079 shares; 2024Q4: 10,995 shares; 2025Q1: 10,356 shares; 2025Q2: 9,975 shares; 2025Q3: 9,768 shares; 2025Q4: 9,651 shares 9,651 $2.86M 0.04% -117 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,223 shares; 2024Q4: 39,338 shares; 2025Q1: 14,853 shares; 2025Q2: 14,031 shares; 2025Q3: 13,613 shares; 2025Q4: 13,591 shares 13,591 $2.83M 0.04% -22 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: 51,936 shares; 2024Q4: 54,429 shares; 2025Q1: 56,777 shares; 2025Q2: 56,009 shares; 2025Q3: 68,888 shares; 2025Q4: 55,355 shares 55,355 $2.81M 0.03% -13,533 Timeline ARLU 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: 80,459 shares; 2024Q4: 74,805 shares; 2025Q1: 77,953 shares; 2025Q2: 81,074 shares; 2025Q3: 91,979 shares; 2025Q4: 92,546 shares 92,546 $2.81M 0.03% +567 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: 35,822 shares; 2024Q4: 35,321 shares; 2025Q1: 33,380 shares; 2025Q2: 67,120 shares; 2025Q3: 68,719 shares; 2025Q4: 69,788 shares 69,788 $2.8M 0.03% +1,069 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: 9,281 shares; 2024Q4: 9,340 shares; 2025Q1: 9,314 shares; 2025Q2: 9,327 shares; 2025Q3: 9,314 shares; 2025Q4: 9,679 shares 9,679 $2.79M 0.03% +365 Timeline DVYE 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: 53,906 shares; 2024Q4: 56,329 shares; 2025Q1: 79,062 shares; 2025Q2: 82,742 shares; 2025Q3: 87,023 shares; 2025Q4: 89,535 shares 89,535 $2.79M 0.03% +2,512 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,876 shares; 2024Q4: 11,375 shares; 2025Q1: 11,091 shares; 2025Q2: 10,585 shares; 2025Q3: 9,051 shares; 2025Q4: 9,545 shares 9,545 $2.77M 0.03% +494 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,732 shares; 2024Q4: 91,135 shares; 2025Q1: 93,595 shares; 2025Q2: 98,235 shares; 2025Q3: 103,450 shares; 2025Q4: 105,292 shares 105,292 $2.76M 0.03% +1,842 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,824 shares; 2025Q1: 1,704 shares; 2025Q2: 1,693 shares; 2025Q3: 1,682 shares; 2025Q4: 1,632 shares 1,632 $2.76M 0.03% -50 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,223 shares; 2025Q1: 1,453 shares; 2025Q2: 2,300 shares; 2025Q3: 2,266 shares; 2025Q4: 1,367 shares 1,367 $2.75M 0.03% -899 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,692 shares; 2025Q2: 3,530 shares; 2025Q3: 36,142 shares; 2025Q4: 29,936 shares 29,936 $2.75M 0.03% -6,206 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN 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: 95,200 shares; 2025Q3: 103,681 shares; 2025Q4: 123,861 shares 123,861 $2.72M 0.03% +20,180 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: 41,028 shares; 2024Q4: 40,172 shares; 2025Q1: 41,246 shares; 2025Q2: 40,467 shares; 2025Q3: 42,593 shares; 2025Q4: 36,874 shares 36,874 $2.71M 0.03% -5,719 Timeline FXL 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: 16,260 shares; 2024Q4: 16,372 shares; 2025Q1: 16,260 shares; 2025Q2: 16,261 shares; 2025Q3: 15,955 shares; 2025Q4: 15,955 shares 15,955 $2.68M 0.03% 0 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: 22,801 shares; 2024Q4: 24,836 shares; 2025Q1: 23,098 shares; 2025Q2: 23,363 shares; 2025Q3: 25,160 shares; 2025Q4: 56,953 shares 56,953 $2.68M 0.03% +31,793 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,949 shares; 2024Q4: 178,939 shares; 2025Q1: 175,687 shares; 2025Q2: 158,519 shares; 2025Q3: 184,040 shares; 2025Q4: 154,779 shares 154,779 $2.67M 0.03% -29,261 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: 36,813 shares; 2024Q4: 38,720 shares; 2025Q1: 38,709 shares; 2025Q2: 42,697 shares; 2025Q3: 37,249 shares; 2025Q4: 33,520 shares 33,520 $2.65M 0.03% -3,729 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: 20,105 shares; 2024Q4: 19,746 shares; 2025Q1: 18,574 shares; 2025Q2: 17,233 shares; 2025Q3: 18,638 shares; 2025Q4: 22,148 shares 22,148 $2.64M 0.03% +3,510 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: 57,308 shares; 2024Q4: 55,521 shares; 2025Q1: 64,990 shares; 2025Q2: 64,908 shares; 2025Q3: 62,429 shares; 2025Q4: 60,866 shares 60,866 $2.61M 0.03% -1,563 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,234 shares; 2024Q4: 66,446 shares; 2025Q1: 59,268 shares; 2025Q2: 54,182 shares; 2025Q3: 48,635 shares; 2025Q4: 43,770 shares 43,770 $2.57M 0.03% -4,865 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: 63,975 shares; 2024Q4: 68,237 shares; 2025Q1: 49,506 shares; 2025Q2: 54,796 shares; 2025Q3: 59,715 shares; 2025Q4: 61,876 shares 61,876 $2.55M 0.03% +2,161 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,446 shares; 2024Q4: 34,109 shares; 2025Q1: 34,099 shares; 2025Q2: 31,364 shares; 2025Q3: 31,637 shares; 2025Q4: 31,747 shares 31,747 $2.55M 0.03% +110 Timeline MAYU 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: 66,755 shares; 2024Q4: 64,666 shares; 2025Q1: 68,046 shares; 2025Q2: 71,079 shares; 2025Q3: 80,088 shares; 2025Q4: 80,634 shares 80,634 $2.54M 0.03% +546 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 16,836 shares; 2025Q1: 20,813 shares; 2025Q2: 20,713 shares; 2025Q3: 22,813 shares; 2025Q4: 23,363 shares 23,363 $2.53M 0.03% +550 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,295 shares; 2024Q4: 36,561 shares; 2025Q1: 35,928 shares; 2025Q2: 42,503 shares; 2025Q3: 45,130 shares; 2025Q4: 42,983 shares 42,983 $2.52M 0.03% -2,147 Timeline FAUG 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: 54,236 shares; 2024Q4: 52,914 shares; 2025Q1: 52,076 shares; 2025Q2: 52,303 shares; 2025Q3: 48,345 shares; 2025Q4: 47,568 shares 47,568 $2.52M 0.03% -777 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: 22,095 shares; 2024Q4: 18,475 shares; 2025Q1: 38,098 shares; 2025Q2: 72,546 shares; 2025Q3: 71,688 shares; 2025Q4: 68,450 shares 68,450 $2.51M 0.03% -3,238 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: 13,882 shares; 2024Q4: 13,220 shares; 2025Q1: 28,511 shares; 2025Q2: 8,355 shares; 2025Q3: 8,267 shares; 2025Q4: 8,266 shares 8,266 $2.49M 0.03% -1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,356 shares; 2024Q4: 23,328 shares; 2025Q1: 22,126 shares; 2025Q2: 22,032 shares; 2025Q3: 21,854 shares; 2025Q4: 21,945 shares 21,945 $2.42M 0.03% +91 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: 72,488 shares; 2024Q4: 29,593 shares; 2025Q1: 27,335 shares; 2025Q2: 30,620 shares; 2025Q3: 30,169 shares; 2025Q4: 29,866 shares 29,866 $2.37M 0.03% -303 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,979 shares; 2024Q4: 57,493 shares; 2025Q1: 54,791 shares; 2025Q2: 55,788 shares; 2025Q3: 56,054 shares; 2025Q4: 59,811 shares 59,811 $2.36M 0.03% +3,757 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: 83,082 shares; 2024Q4: 96,222 shares; 2025Q1: 96,540 shares; 2025Q2: 90,083 shares; 2025Q3: 102,169 shares; 2025Q4: 118,746 shares 118,746 $2.34M 0.03% +16,577 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,454 shares; 2024Q4: 116,454 shares; 2025Q1: 116,454 shares; 2025Q2: 116,454 shares; 2025Q3: 116,454 shares; 2025Q4: 116,454 shares 116,454 $2.33M 0.03% 0 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: 33,298 shares; 2024Q4: 35,072 shares; 2025Q1: 30,494 shares; 2025Q2: 24,393 shares; 2025Q3: 23,495 shares; 2025Q4: 23,287 shares 23,287 $2.33M 0.03% -208 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: 2,397 shares; 2024Q4: 1,954 shares; 2025Q1: 1,732 shares; 2025Q2: 3,340 shares; 2025Q3: 3,287 shares; 2025Q4: 3,436 shares 3,436 $2.32M 0.03% +149 Timeline QMAR 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: 74,079 shares; 2024Q4: 73,358 shares; 2025Q1: 72,218 shares; 2025Q2: 73,749 shares; 2025Q3: 70,356 shares; 2025Q4: 70,354 shares 70,354 $2.32M 0.03% -2 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,083 shares; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 2,245 shares; 2025Q4: 8,108 shares 8,108 $2.3M 0.03% +5,863 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,690 shares; 2024Q4: 17,242 shares; 2025Q1: 16,443 shares; 2025Q2: 21,929 shares; 2025Q3: 23,457 shares; 2025Q4: 27,357 shares 27,357 $2.29M 0.03% +3,900 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,695 shares; 2025Q3: 34,330 shares; 2025Q4: 64,090 shares 64,090 $2.26M 0.03% +29,760 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,585 shares; 2025Q2: 39,416 shares; 2025Q3: 49,730 shares; 2025Q4: 52,717 shares 52,717 $2.26M 0.03% +2,987 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: 241,241 shares; 2024Q4: 55,670 shares; 2025Q1: 74,810 shares; 2025Q2: 71,002 shares; 2025Q3: 67,301 shares; 2025Q4: 65,739 shares 65,739 $2.25M 0.03% -1,562 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,697 shares; 2024Q4: 12,531 shares; 2025Q1: 11,598 shares; 2025Q2: 11,073 shares; 2025Q3: 10,922 shares; 2025Q4: 10,845 shares 10,845 $2.24M 0.03% -77 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,347 shares; 2024Q4: 24,987 shares; 2025Q1: 23,470 shares; 2025Q2: 23,496 shares; 2025Q3: 23,418 shares; 2025Q4: 24,156 shares 24,156 $2.22M 0.03% +738 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: 119,620 shares; 2024Q4: 881,257 shares; 2025Q1: 824,218 shares; 2025Q2: 100,072 shares; 2025Q3: 107,253 shares; 2025Q4: 113,123 shares 113,123 $2.21M 0.03% +5,870 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,555 shares; 2024Q4: 20,210 shares; 2025Q1: 21,003 shares; 2025Q2: 21,503 shares; 2025Q3: 17,400 shares; 2025Q4: 16,288 shares 16,288 $2.21M 0.03% -1,112 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: 11,268 shares; 2024Q4: 10,847 shares; 2025Q1: 11,210 shares; 2025Q2: 11,387 shares; 2025Q3: 10,177 shares; 2025Q4: 9,712 shares 9,712 $2.21M 0.03% -465 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,108 shares; 2024Q4: 241,613 shares; 2025Q1: 181,797 shares; 2025Q2: 195,090 shares; 2025Q3: 206,223 shares; 2025Q4: 196,253 shares 196,253 $2.21M 0.03% -9,970 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,119 shares; 2024Q4: 26,071 shares; 2025Q1: 35,343 shares; 2025Q2: 98,919 shares; 2025Q3: 69,689 shares; 2025Q4: 43,699 shares 43,699 $2.21M 0.03% -25,990 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,909 shares; 2024Q4: 68,509 shares; 2025Q1: 68,509 shares; 2025Q2: 68,509 shares; 2025Q3: 60,629 shares; 2025Q4: 45,738 shares 45,738 $2.19M 0.03% -14,891 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,233 shares; 2024Q4: 87,348 shares; 2025Q1: 126,498 shares; 2025Q2: 141,679 shares; 2025Q3: 114,364 shares; 2025Q4: 78,145 shares 78,145 $2.19M 0.03% -36,219 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: 20,413 shares; 2024Q4: 18,842 shares; 2025Q1: 18,712 shares; 2025Q2: 16,221 shares; 2025Q3: 14,953 shares; 2025Q4: 15,416 shares 15,416 $2.18M 0.03% +463 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: 9,272 shares; 2024Q4: 9,294 shares; 2025Q1: 9,210 shares; 2025Q2: 9,252 shares; 2025Q3: 11,497 shares; 2025Q4: 11,703 shares 11,703 $2.16M 0.03% +206 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: 13,992 shares; 2024Q4: 11,877 shares; 2025Q1: 11,205 shares; 2025Q2: 11,349 shares; 2025Q3: 9,612 shares; 2025Q4: 9,422 shares 9,422 $2.16M 0.03% -190 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 78,732 shares; 2025Q3: 53,985 shares; 2025Q4: 49,398 shares 49,398 $2.15M 0.03% -4,587 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,287 shares; 2024Q4: 70,937 shares; 2025Q1: 69,136 shares; 2025Q2: 70,580 shares; 2025Q3: 55,109 shares; 2025Q4: 29,811 shares 29,811 $2.13M 0.03% -25,298 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: 73,401 shares; 2024Q4: 77,887 shares; 2025Q1: 81,489 shares; 2025Q2: 87,138 shares; 2025Q3: 87,118 shares; 2025Q4: 52,188 shares 52,188 $2.11M 0.03% -34,930 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: 33,460 shares; 2024Q4: 36,932 shares; 2025Q1: 40,570 shares; 2025Q2: 45,973 shares; 2025Q3: 45,791 shares; 2025Q4: 42,826 shares 42,826 $2.1M 0.03% -2,965 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,395 shares; 2024Q4: 46,840 shares; 2025Q1: 55,085 shares; 2025Q2: 50,125 shares; 2025Q3: 52,910 shares; 2025Q4: 75,745 shares 75,745 $2.07M 0.03% +22,835 Timeline PCEF 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: 81,561 shares; 2024Q4: 87,845 shares; 2025Q1: 99,219 shares; 2025Q2: 104,870 shares; 2025Q3: 110,037 shares; 2025Q4: 103,539 shares 103,539 $2.06M 0.03% -6,498 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: 36,650 shares; 2024Q4: 31,045 shares; 2025Q1: 29,080 shares; 2025Q2: 33,227 shares; 2025Q3: 34,055 shares; 2025Q4: 34,164 shares 34,164 $2.05M 0.03% +109 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,658 shares; 2024Q4: 18,949 shares; 2025Q1: 19,087 shares; 2025Q2: 15,990 shares; 2025Q3: 15,900 shares; 2025Q4: 14,667 shares 14,667 $2.02M 0.03% -1,233 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 32,166 shares; 2025Q1: 32,973 shares; 2025Q2: 31,689 shares; 2025Q3: 30,794 shares; 2025Q4: 28,916 shares 28,916 $1.94M 0.02% -1,878 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: 35,477 shares; 2024Q4: 37,823 shares; 2025Q1: 28,108 shares; 2025Q2: 23,607 shares; 2025Q3: 25,207 shares; 2025Q4: 24,982 shares 24,982 $1.94M 0.02% -225 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,720 shares; 2024Q4: 30,872 shares; 2025Q1: 36,319 shares; 2025Q2: 34,020 shares; 2025Q3: 38,049 shares; 2025Q4: 22,410 shares 22,410 $1.93M 0.02% -15,639 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,777 shares; 2024Q4: 42,327 shares; 2025Q1: 42,533 shares; 2025Q2: 42,480 shares; 2025Q3: 39,550 shares; 2025Q4: 41,127 shares 41,127 $1.91M 0.02% +1,577 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,104 shares; 2024Q4: 68,709 shares; 2025Q1: 53,436 shares; 2025Q2: 54,342 shares; 2025Q3: 56,440 shares; 2025Q4: 56,450 shares 56,450 $1.91M 0.02% +10 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: 79,188 shares; 2024Q4: 76,344 shares; 2025Q1: 76,922 shares; 2025Q2: 69,194 shares; 2025Q3: 68,183 shares; 2025Q4: 70,335 shares 70,335 $1.91M 0.02% +2,152 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: 46,395 shares; 2024Q4: 46,916 shares; 2025Q1: 46,395 shares; 2025Q2: 51,272 shares; 2025Q3: 46,754 shares; 2025Q4: 17,768 shares 17,768 $1.9M 0.02% -28,986 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 10,426 shares; 2025Q1: 10,258 shares; 2025Q2: 10,240 shares; 2025Q3: 10,994 shares; 2025Q4: 10,836 shares 10,836 $1.9M 0.02% -158 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,000 shares; 2024Q4: 152,000 shares; 2025Q1: 150,000 shares; 2025Q2: 150,000 shares; 2025Q3: 190,000 shares; 2025Q4: 190,000 shares 190,000 $1.9M 0.02% 0 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: 10,425 shares; 2024Q4: 10,419 shares; 2025Q1: 10,378 shares; 2025Q2: 10,299 shares; 2025Q3: 10,401 shares; 2025Q4: 10,101 shares 10,101 $1.9M 0.02% -300 Timeline QQEW 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: 13,023 shares; 2024Q4: 13,023 shares; 2025Q1: 13,023 shares; 2025Q2: 13,173 shares; 2025Q3: 13,329 shares; 2025Q4: 13,329 shares 13,329 $1.89M 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 12,389 shares; 2025Q1: 12,297 shares; 2025Q2: 12,201 shares; 2025Q3: 12,551 shares; 2025Q4: 12,440 shares 12,440 $1.88M 0.02% -111 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: 12,048 shares; 2024Q4: 11,326 shares; 2025Q1: 10,240 shares; 2025Q2: 10,745 shares; 2025Q3: 11,493 shares; 2025Q4: 9,268 shares 9,268 $1.88M 0.02% -2,225 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,441 shares; 2024Q4: 8,712 shares; 2025Q1: 8,661 shares; 2025Q2: 8,292 shares; 2025Q3: 11,499 shares; 2025Q4: 11,784 shares 11,784 $1.88M 0.02% +285 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,140 shares; 2025Q1: 7,406 shares; 2025Q2: 9,583 shares; 2025Q3: 12,683 shares; 2025Q4: 18,183 shares 18,183 $1.86M 0.02% +5,500 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: 18,465 shares; 2024Q4: 20,265 shares; 2025Q1: 20,280 shares; 2025Q2: 19,449 shares; 2025Q3: 22,441 shares; 2025Q4: 19,748 shares 19,748 $1.86M 0.02% -2,693 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: 10,610 shares; 2024Q4: 10,308 shares; 2025Q1: 10,104 shares; 2025Q2: 9,504 shares; 2025Q3: 9,666 shares; 2025Q4: 10,018 shares 10,018 $1.86M 0.02% +352 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: 15,221 shares; 2024Q4: 14,987 shares; 2025Q1: 14,984 shares; 2025Q2: 14,449 shares; 2025Q3: 14,413 shares; 2025Q4: 14,324 shares 14,324 $1.85M 0.02% -89 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,260 shares 40,260 $1.85M 0.02% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 8,346 shares; 2025Q1: 7,824 shares; 2025Q2: 7,776 shares; 2025Q3: 8,057 shares; 2025Q4: 8,217 shares 8,217 $1.84M 0.02% +160 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 15,427 shares; 2025Q1: 17,983 shares; 2025Q2: 19,113 shares; 2025Q3: 19,829 shares; 2025Q4: 18,902 shares 18,902 $1.84M 0.02% -927 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: 3,886 shares; 2024Q4: 3,444 shares; 2025Q1: 3,023 shares; 2025Q2: 3,000 shares; 2025Q3: 3,078 shares; 2025Q4: 3,227 shares 3,227 $1.83M 0.02% +149 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 12,581 shares; 2025Q1: 12,004 shares; 2025Q2: 11,963 shares; 2025Q3: 12,677 shares; 2025Q4: 12,254 shares 12,254 $1.83M 0.02% -423 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,925 shares 21,925 $1.81M 0.02% new 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: 6,119 shares; 2024Q4: 5,606 shares; 2025Q1: 6,340 shares; 2025Q2: 7,116 shares; 2025Q3: 6,314 shares; 2025Q4: 6,155 shares 6,155 $1.81M 0.02% -159 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: 17,938 shares; 2025Q1: 32,139 shares; 2025Q2: 30,922 shares; 2025Q3: 37,549 shares; 2025Q4: 41,977 shares 41,977 $1.8M 0.02% +4,428 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: 4,804 shares; 2024Q4: 4,859 shares; 2025Q1: 4,935 shares; 2025Q2: 5,630 shares; 2025Q3: 5,752 shares; 2025Q4: 6,251 shares 6,251 $1.8M 0.02% +499 Timeline