AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143,269 shares; 2024Q4: 2,172,290 shares; 2025Q1: 2,147,443 shares; 2025Q2: 2,090,296 shares; 2025Q3: 2,199,385 shares; 2025Q4: 2,228,272 shares 2,228,272 $606M 3.32% +28,887 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359,082 shares; 2024Q4: 2,393,949 shares; 2025Q1: 2,427,259 shares; 2025Q2: 2,482,645 shares; 2025Q3: 3,113,135 shares; 2025Q4: 2,963,950 shares 2,963,950 $553M 3.03% -149,185 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: 999,005 shares; 2024Q4: 1,019,028 shares; 2025Q1: 979,232 shares; 2025Q2: 984,065 shares; 2025Q3: 1,459,067 shares; 2025Q4: 1,421,757 shares 1,421,757 $445M 2.44% -37,310 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: 769,594 shares; 2024Q4: 784,164 shares; 2025Q1: 788,991 shares; 2025Q2: 788,582 shares; 2025Q3: 821,041 shares; 2025Q4: 902,824 shares 902,824 $437M 2.39% +81,783 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: 155,941 shares; 2024Q4: 165,033 shares; 2025Q1: 237,595 shares; 2025Q2: 250,166 shares; 2025Q3: 621,450 shares; 2025Q4: 651,123 shares 651,123 $430M 2.36% +29,673 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: 342,473 shares; 2024Q4: 365,113 shares; 2025Q1: 399,916 shares; 2025Q2: 426,028 shares; 2025Q3: 619,601 shares; 2025Q4: 622,585 shares 622,585 $426M 2.34% +2,984 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: 1,172,796 shares; 2024Q4: 1,178,912 shares; 2025Q1: 1,201,498 shares; 2025Q2: 1,193,639 shares; 2025Q3: 1,718,205 shares; 2025Q4: 1,779,832 shares 1,779,832 $411M 2.25% +61,627 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001,908 shares; 2024Q4: 1,073,367 shares; 2025Q1: 1,144,249 shares; 2025Q2: 1,237,908 shares; 2025Q3: 3,668,854 shares; 2025Q4: 3,981,548 shares 3,981,548 $398M 2.18% +312,694 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: 416,352 shares; 2024Q4: 459,751 shares; 2025Q1: 423,381 shares; 2025Q2: 435,708 shares; 2025Q3: 468,586 shares; 2025Q4: 489,170 shares 489,170 $307M 1.68% +20,584 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: 616,824 shares; 2024Q4: 636,912 shares; 2025Q1: 666,789 shares; 2025Q2: 685,921 shares; 2025Q3: 930,339 shares; 2025Q4: 930,086 shares 930,086 $300M 1.64% -253 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688,137 shares; 2024Q4: 718,351 shares; 2025Q1: 755,503 shares; 2025Q2: 825,972 shares; 2025Q3: 2,839,634 shares; 2025Q4: 2,835,231 shares 2,835,231 $254M 1.39% -4,403 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: 219,751 shares; 2024Q4: 235,297 shares; 2025Q1: 241,089 shares; 2025Q2: 292,193 shares; 2025Q3: 313,636 shares; 2025Q4: 352,182 shares 352,182 $240M 1.32% +38,546 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: 150,130 shares; 2024Q4: 152,981 shares; 2025Q1: 153,521 shares; 2025Q2: 179,509 shares; 2025Q3: 623,594 shares; 2025Q4: 590,889 shares 590,889 $234M 1.28% -32,705 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,590 shares; 2024Q4: 295,590 shares; 2025Q1: 323,609 shares; 2025Q2: 453,545 shares; 2025Q3: 1,939,835 shares; 2025Q4: 3,285,434 shares 3,285,434 $221M 1.21% +1,345,599 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534,992 shares; 2024Q4: 1,595,993 shares; 2025Q1: 1,647,131 shares; 2025Q2: 1,207,705 shares; 2025Q3: 2,904,799 shares; 2025Q4: 3,079,521 shares 3,079,521 $203M 1.11% +174,722 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: 277,585 shares; 2024Q4: 279,334 shares; 2025Q1: 278,927 shares; 2025Q2: 284,430 shares; 2025Q3: 307,601 shares; 2025Q4: 319,166 shares 319,166 $196M 1.08% +11,565 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: 574,435 shares; 2024Q4: 608,038 shares; 2025Q1: 617,613 shares; 2025Q2: 620,867 shares; 2025Q3: 539,876 shares; 2025Q4: 558,637 shares 558,637 $193M 1.06% +18,761 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: 586,185 shares; 2024Q4: 610,310 shares; 2025Q1: 646,754 shares; 2025Q2: 704,794 shares; 2025Q3: 1,532,026 shares; 2025Q4: 1,587,359 shares 1,587,359 $191M 1.05% +55,333 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: 404,540 shares; 2024Q4: 408,972 shares; 2025Q1: 401,263 shares; 2025Q2: 417,092 shares; 2025Q3: 525,549 shares; 2025Q4: 535,855 shares 535,855 $168M 0.92% +10,306 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: 555,121 shares; 2024Q4: 499,278 shares; 2025Q1: 529,449 shares; 2025Q2: 763,497 shares; 2025Q3: 1,562,762 shares; 2025Q4: 1,340,737 shares 1,340,737 $165M 0.91% -222,025 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: 280,867 shares; 2024Q4: 271,272 shares; 2025Q1: 270,266 shares; 2025Q2: 279,219 shares; 2025Q3: 447,452 shares; 2025Q4: 457,492 shares 457,492 $160M 0.88% +10,040 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: 210,521 shares; 2024Q4: 218,169 shares; 2025Q1: 232,464 shares; 2025Q2: 235,596 shares; 2025Q3: 345,275 shares; 2025Q4: 314,465 shares 314,465 $149M 0.82% -30,810 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: 184,389 shares; 2024Q4: 185,137 shares; 2025Q1: 180,008 shares; 2025Q2: 181,069 shares; 2025Q3: 240,265 shares; 2025Q4: 271,852 shares 271,852 $137M 0.75% +31,587 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: 44,998 shares; 2024Q4: 40,913 shares; 2025Q1: 151,467 shares; 2025Q2: 146,286 shares; 2025Q3: 1,775,187 shares; 2025Q4: 1,472,724 shares 1,472,724 $122M 0.67% -302,463 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: 83,557 shares; 2024Q4: 66,129 shares; 2025Q1: 65,110 shares; 2025Q2: 67,934 shares; 2025Q3: 132,629 shares; 2025Q4: 139,252 shares 139,252 $120M 0.66% +6,623 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: 357,901 shares; 2024Q4: 330,543 shares; 2025Q1: 361,775 shares; 2025Q2: 364,515 shares; 2025Q3: 539,477 shares; 2025Q4: 543,598 shares 543,598 $112M 0.62% +4,121 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: 210,553 shares; 2024Q4: 211,809 shares; 2025Q1: 219,896 shares; 2025Q2: 222,838 shares; 2025Q3: 226,513 shares; 2025Q4: 227,342 shares 227,342 $111M 0.61% +829 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: 995,892 shares; 2024Q4: 1,022,323 shares; 2025Q1: 952,965 shares; 2025Q2: 977,594 shares; 2025Q3: 931,224 shares; 2025Q4: 950,921 shares 950,921 $106M 0.58% +19,697 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: 374,777 shares; 2024Q4: 394,411 shares; 2025Q1: 405,443 shares; 2025Q2: 426,536 shares; 2025Q3: 452,793 shares; 2025Q4: 471,538 shares 471,538 $104M 0.57% +18,745 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: 6,564 shares; 2024Q4: 13,393 shares; 2025Q1: 19,260 shares; 2025Q2: 55,770 shares; 2025Q3: 842,752 shares; 2025Q4: 784,414 shares 784,414 $101M 0.56% -58,338 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047,159 shares; 2024Q4: 1,064,985 shares; 2025Q1: 1,096,998 shares; 2025Q2: 1,045,384 shares; 2025Q3: 1,096,735 shares; 2025Q4: 1,084,638 shares 1,084,638 $97M 0.53% -12,097 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: 248,928 shares; 2024Q4: 270,178 shares; 2025Q1: 272,085 shares; 2025Q2: 342,136 shares; 2025Q3: 355,198 shares; 2025Q4: 405,076 shares 405,076 $92.6M 0.51% +49,878 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: 106,123 shares; 2024Q4: 124,858 shares; 2025Q1: 157,353 shares; 2025Q2: 368,939 shares; 2025Q3: 1,057,772 shares; 2025Q4: 1,088,488 shares 1,088,488 $88.9M 0.49% +30,716 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: 96,016 shares; 2024Q4: 105,856 shares; 2025Q1: 100,287 shares; 2025Q2: 114,623 shares; 2025Q3: 187,570 shares; 2025Q4: 192,381 shares 192,381 $86.5M 0.47% +4,811 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: 20,482 shares; 2024Q4: 22,716 shares; 2025Q1: 26,599 shares; 2025Q2: 32,863 shares; 2025Q3: 229,363 shares; 2025Q4: 243,233 shares 243,233 $85.5M 0.47% +13,870 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: 63,631 shares; 2024Q4: 72,222 shares; 2025Q1: 74,811 shares; 2025Q2: 77,896 shares; 2025Q3: 75,462 shares; 2025Q4: 78,879 shares 78,879 $84.8M 0.46% +3,417 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879,029 shares; 2024Q4: 886,481 shares; 2025Q1: 956,684 shares; 2025Q2: 1,020,887 shares; 2025Q3: 1,066,736 shares; 2025Q4: 1,166,393 shares 1,166,393 $80.9M 0.44% +99,657 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: 358,703 shares; 2024Q4: 370,453 shares; 2025Q1: 379,269 shares; 2025Q2: 340,451 shares; 2025Q3: 407,273 shares; 2025Q4: 416,342 shares 416,342 $79.5M 0.44% +9,069 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,719 shares; 2024Q4: 44,905 shares; 2025Q1: 51,509 shares; 2025Q2: 69,543 shares; 2025Q3: 745,116 shares; 2025Q4: 802,225 shares 802,225 $77.2M 0.42% +57,109 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: 201,456 shares; 2024Q4: 200,725 shares; 2025Q1: 247,415 shares; 2025Q2: 262,264 shares; 2025Q3: 263,947 shares; 2025Q4: 222,869 shares 222,869 $76.7M 0.42% -41,078 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 12,430 shares; 2025Q1: 121,105 shares; 2025Q2: 122,013 shares; 2025Q3: 121,527 shares; 2025Q4: 1,623,085 shares 1,623,085 $76.3M 0.42% +1,501,558 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: 74,600 shares; 2024Q4: 154,906 shares; 2025Q1: 155,508 shares; 2025Q2: 166,323 shares; 2025Q3: 446,036 shares; 2025Q4: 409,391 shares 409,391 $75.4M 0.41% -36,645 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: 272,116 shares; 2024Q4: 246,151 shares; 2025Q1: 247,319 shares; 2025Q2: 248,624 shares; 2025Q3: 473,187 shares; 2025Q4: 494,482 shares 494,482 $75.4M 0.41% +21,295 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: 114,663 shares; 2024Q4: 119,102 shares; 2025Q1: 120,787 shares; 2025Q2: 123,258 shares; 2025Q3: 230,885 shares; 2025Q4: 242,317 shares 242,317 $74.1M 0.41% +11,432 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: 564,547 shares; 2024Q4: 542,997 shares; 2025Q1: 572,875 shares; 2025Q2: 473,178 shares; 2025Q3: 475,125 shares; 2025Q4: 480,281 shares 480,281 $68.9M 0.38% +5,156 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: 248,399 shares; 2024Q4: 251,890 shares; 2025Q1: 319,708 shares; 2025Q2: 288,893 shares; 2025Q3: 307,233 shares; 2025Q4: 309,939 shares 309,939 $65.2M 0.36% +2,706 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: 163,895 shares; 2024Q4: 172,190 shares; 2025Q1: 178,073 shares; 2025Q2: 194,046 shares; 2025Q3: 193,439 shares; 2025Q4: 194,223 shares 194,223 $65.1M 0.36% +784 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: 679,451 shares; 2024Q4: 667,445 shares; 2025Q1: 669,052 shares; 2025Q2: 680,002 shares; 2025Q3: 541,744 shares; 2025Q4: 539,575 shares 539,575 $64.9M 0.36% -2,169 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: 614,976 shares; 2024Q4: 632,233 shares; 2025Q1: 649,460 shares; 2025Q2: 700,707 shares; 2025Q3: 704,580 shares; 2025Q4: 666,308 shares 666,308 $62.7M 0.34% -38,272 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: 306,735 shares; 2024Q4: 365,300 shares; 2025Q1: 456,953 shares; 2025Q2: 520,439 shares; 2025Q3: 706,174 shares; 2025Q4: 732,603 shares 732,603 $59.5M 0.33% +26,429 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: 101,786 shares; 2024Q4: 100,620 shares; 2025Q1: 103,143 shares; 2025Q2: 101,065 shares; 2025Q3: 100,998 shares; 2025Q4: 103,773 shares 103,773 $59.4M 0.33% +2,775 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: 733,154 shares; 2024Q4: 773,308 shares; 2025Q1: 840,498 shares; 2025Q2: 847,867 shares; 2025Q3: 1,339,817 shares; 2025Q4: 1,435,992 shares 1,435,992 $58.5M 0.32% +96,175 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,025 shares; 2024Q4: 17,302 shares; 2025Q1: 18,391 shares; 2025Q2: 22,611 shares; 2025Q3: 187,080 shares; 2025Q4: 201,882 shares 201,882 $58.1M 0.32% +14,802 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: 756,869 shares; 2024Q4: 779,879 shares; 2025Q1: 868,379 shares; 2025Q2: 938,488 shares; 2025Q3: 984,069 shares; 2025Q4: 1,009,369 shares 1,009,369 $57.8M 0.32% +25,300 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: 301,912 shares; 2024Q4: 309,532 shares; 2025Q1: 296,762 shares; 2025Q2: 325,622 shares; 2025Q3: 319,014 shares; 2025Q4: 288,830 shares 288,830 $57.4M 0.31% -30,184 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: 23,548 shares; 2024Q4: 30,946 shares; 2025Q1: 35,087 shares; 2025Q2: 40,970 shares; 2025Q3: 122,105 shares; 2025Q4: 120,029 shares 120,029 $56.3M 0.31% -2,076 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,666 shares; 2024Q4: 129,348 shares; 2025Q1: 124,266 shares; 2025Q2: 154,827 shares; 2025Q3: 956,296 shares; 2025Q4: 1,105,485 shares 1,105,485 $56.2M 0.31% +149,189 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: 117,359 shares; 2024Q4: 123,914 shares; 2025Q1: 134,518 shares; 2025Q2: 140,428 shares; 2025Q3: 539,743 shares; 2025Q4: 620,337 shares 620,337 $54.9M 0.3% +80,594 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: 137,157 shares; 2024Q4: 202,442 shares; 2025Q1: 410,694 shares; 2025Q2: 430,190 shares; 2025Q3: 313,373 shares; 2025Q4: 308,604 shares 308,604 $54.9M 0.3% -4,769 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: 33,510 shares; 2024Q4: 33,820 shares; 2025Q1: 35,100 shares; 2025Q2: 47,615 shares; 2025Q3: 51,099 shares; 2025Q4: 577,314 shares 577,314 $54.1M 0.3% +526,215 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 9,545 shares; 2025Q1: 14,172 shares; 2025Q2: 26,306 shares; 2025Q3: 317,026 shares; 2025Q4: 418,874 shares 418,874 $54M 0.3% +101,848 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: 844,540 shares; 2024Q4: 845,717 shares; 2025Q1: 803,354 shares; 2025Q2: 803,458 shares; 2025Q3: 824,701 shares; 2025Q4: 854,504 shares 854,504 $53.4M 0.29% +29,803 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: 147,023 shares; 2024Q4: 163,906 shares; 2025Q1: 171,261 shares; 2025Q2: 158,214 shares; 2025Q3: 218,896 shares; 2025Q4: 361,790 shares 361,790 $52.1M 0.29% +142,894 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,459 shares; 2024Q4: 99,757 shares; 2025Q1: 110,905 shares; 2025Q2: 122,174 shares; 2025Q3: 151,286 shares; 2025Q4: 150,279 shares 150,279 $51.5M 0.28% -1,007 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: 313,875 shares; 2024Q4: 342,213 shares; 2025Q1: 390,663 shares; 2025Q2: 438,932 shares; 2025Q3: 1,499,378 shares; 2025Q4: 1,645,716 shares 1,645,716 $51M 0.28% +146,338 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: 450,815 shares; 2024Q4: 458,218 shares; 2025Q1: 480,495 shares; 2025Q2: 482,136 shares; 2025Q3: 485,977 shares; 2025Q4: 528,873 shares 528,873 $50.9M 0.28% +42,896 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: 144,520 shares; 2024Q4: 150,490 shares; 2025Q1: 158,049 shares; 2025Q2: 170,804 shares; 2025Q3: 181,159 shares; 2025Q4: 175,079 shares 175,079 $50.8M 0.28% -6,080 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: 217,636 shares; 2024Q4: 244,982 shares; 2025Q1: 213,882 shares; 2025Q2: 204,312 shares; 2025Q3: 545,187 shares; 2025Q4: 1,132,716 shares 1,132,716 $50.6M 0.28% +587,529 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,645 shares; 2024Q4: 49,137 shares; 2025Q1: 41,782 shares; 2025Q2: 48,567 shares; 2025Q3: 371,983 shares; 2025Q4: 343,098 shares 343,098 $50.3M 0.28% -28,885 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 199 shares; 2025Q2: 32,389 shares; 2025Q3: 1,077,219 shares; 2025Q4: 1,297,393 shares 1,297,393 $50.2M 0.28% +220,174 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: 224,085 shares; 2024Q4: 220,406 shares; 2025Q1: 227,463 shares; 2025Q2: 258,191 shares; 2025Q3: 239,471 shares; 2025Q4: 252,911 shares 252,911 $49.3M 0.27% +13,440 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: 267,283 shares; 2024Q4: 287,697 shares; 2025Q1: 272,653 shares; 2025Q2: 348,467 shares; 2025Q3: 391,885 shares; 2025Q4: 518,021 shares 518,021 $47.3M 0.26% +126,136 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: 175,575 shares; 2024Q4: 253,746 shares; 2025Q1: 247,042 shares; 2025Q2: 236,432 shares; 2025Q3: 235,138 shares; 2025Q4: 245,890 shares 245,890 $47.1M 0.26% +10,752 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: 624,597 shares; 2024Q4: 649,553 shares; 2025Q1: 660,103 shares; 2025Q2: 665,437 shares; 2025Q3: 657,914 shares; 2025Q4: 667,857 shares 667,857 $46.4M 0.25% +9,943 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: 368,686 shares; 2024Q4: 368,373 shares; 2025Q1: 356,687 shares; 2025Q2: 355,944 shares; 2025Q3: 353,930 shares; 2025Q4: 347,021 shares 347,021 $45.9M 0.25% -6,909 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: 70,668 shares; 2024Q4: 71,862 shares; 2025Q1: 72,468 shares; 2025Q2: 73,718 shares; 2025Q3: 78,836 shares; 2025Q4: 80,407 shares 80,407 $45.9M 0.25% +1,571 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817,616 shares 1,817,616 $45.4M 0.25% new 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: 101,277 shares; 2024Q4: 126,734 shares; 2025Q1: 145,171 shares; 2025Q2: 147,225 shares; 2025Q3: 155,248 shares; 2025Q4: 150,779 shares 150,779 $44.7M 0.24% -4,469 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: 95,240 shares; 2024Q4: 93,658 shares; 2025Q1: 102,954 shares; 2025Q2: 110,262 shares; 2025Q3: 320,019 shares; 2025Q4: 390,875 shares 390,875 $44.5M 0.24% +70,856 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,406 shares; 2024Q4: 238,481 shares; 2025Q1: 253,146 shares; 2025Q2: 344,360 shares; 2025Q3: 508,516 shares; 2025Q4: 729,993 shares 729,993 $44.4M 0.24% +221,477 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,869 shares; 2024Q4: 467,932 shares; 2025Q1: 486,284 shares; 2025Q2: 502,515 shares; 2025Q3: 567,090 shares; 2025Q4: 576,089 shares 576,089 $44.4M 0.24% +8,999 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: 4,122 shares; 2024Q4: 10,351 shares; 2025Q1: 15,111 shares; 2025Q2: 28,575 shares; 2025Q3: 381,290 shares; 2025Q4: 404,651 shares 404,651 $43.8M 0.24% +23,361 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: 14,324 shares; 2024Q4: 15,399 shares; 2025Q1: 15,236 shares; 2025Q2: 37,810 shares; 2025Q3: 63,020 shares; 2025Q4: 66,687 shares 66,687 $43.6M 0.24% +3,667 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: 666,186 shares; 2024Q4: 2,131,110 shares; 2025Q1: 2,075,375 shares; 2025Q2: 2,047,805 shares; 2025Q3: 2,035,681 shares; 2025Q4: 1,561,148 shares 1,561,148 $42.8M 0.23% -474,533 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: 53,074 shares; 2024Q4: 51,815 shares; 2025Q1: 51,618 shares; 2025Q2: 53,006 shares; 2025Q3: 60,158 shares; 2025Q4: 55,993 shares 55,993 $42.2M 0.23% -4,165 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: 535,415 shares; 2024Q4: 505,641 shares; 2025Q1: 717,802 shares; 2025Q2: 708,487 shares; 2025Q3: 773,502 shares; 2025Q4: 765,057 shares 765,057 $42.1M 0.23% -8,445 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: 118,369 shares; 2024Q4: 215,635 shares; 2025Q1: 297,115 shares; 2025Q2: 330,983 shares; 2025Q3: 377,008 shares; 2025Q4: 417,402 shares 417,402 $41.9M 0.23% +40,394 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: 727,254 shares; 2024Q4: 607,608 shares; 2025Q1: 653,611 shares; 2025Q2: 931,709 shares; 2025Q3: 789,945 shares; 2025Q4: 830,825 shares 830,825 $41.8M 0.23% +40,880 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: 121,547 shares; 2024Q4: 125,570 shares; 2025Q1: 130,522 shares; 2025Q2: 132,350 shares; 2025Q3: 145,781 shares; 2025Q4: 153,790 shares 153,790 $40.7M 0.22% +8,009 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: 281,775 shares; 2024Q4: 291,204 shares; 2025Q1: 294,962 shares; 2025Q2: 294,402 shares; 2025Q3: 267,234 shares; 2025Q4: 281,131 shares 281,131 $40.3M 0.22% +13,897 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: 33,868 shares; 2024Q4: 33,458 shares; 2025Q1: 36,097 shares; 2025Q2: 37,254 shares; 2025Q3: 40,781 shares; 2025Q4: 45,651 shares 45,651 $40.1M 0.22% +4,870 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: 157,888 shares; 2024Q4: 107,571 shares; 2025Q1: 152,051 shares; 2025Q2: 100,947 shares; 2025Q3: 101,753 shares; 2025Q4: 253,314 shares 253,314 $39.2M 0.22% +151,561 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: 1,305 shares; 2024Q4: 1,212 shares; 2025Q1: 1,038 shares; 2025Q2: 6,965 shares; 2025Q3: 143,831 shares; 2025Q4: 148,256 shares 148,256 $38.7M 0.21% +4,425 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: 133,373 shares; 2024Q4: 142,552 shares; 2025Q1: 147,508 shares; 2025Q2: 153,294 shares; 2025Q3: 118,920 shares; 2025Q4: 117,302 shares 117,302 $37.4M 0.2% -1,618 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: 516,097 shares; 2024Q4: 500,246 shares; 2025Q1: 526,911 shares; 2025Q2: 541,777 shares; 2025Q3: 556,666 shares; 2025Q4: 535,903 shares 535,903 $37.2M 0.2% -20,763 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978,158 shares; 2024Q4: 1,003,226 shares; 2025Q1: 925,168 shares; 2025Q2: 697,597 shares; 2025Q3: 705,699 shares; 2025Q4: 605,659 shares 605,659 $36.4M 0.2% -100,040 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363,405 shares; 2024Q4: 376,187 shares; 2025Q1: 410,519 shares; 2025Q2: 630,300 shares; 2025Q3: 671,833 shares; 2025Q4: 683,830 shares 683,830 $36.3M 0.2% +11,997 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,107 shares; 2024Q4: 13,335 shares; 2025Q1: 4,572 shares; 2025Q2: 63,735 shares; 2025Q3: 485,657 shares; 2025Q4: 538,120 shares 538,120 $36M 0.2% +52,463 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,193 shares; 2024Q4: 271,389 shares; 2025Q1: 279,716 shares; 2025Q2: 287,213 shares; 2025Q3: 292,238 shares; 2025Q4: 296,114 shares 296,114 $36M 0.2% +3,876 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: 152,577 shares; 2024Q4: 167,502 shares; 2025Q1: 178,482 shares; 2025Q2: 215,893 shares; 2025Q3: 215,880 shares; 2025Q4: 234,288 shares 234,288 $36M 0.2% +18,408 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: 454,497 shares; 2024Q4: 492,684 shares; 2025Q1: 587,634 shares; 2025Q2: 537,143 shares; 2025Q3: 588,707 shares; 2025Q4: 612,639 shares 612,639 $35.6M 0.2% +23,932 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,441 shares; 2024Q4: 141,783 shares; 2025Q1: 122,993 shares; 2025Q2: 134,196 shares; 2025Q3: 136,005 shares; 2025Q4: 140,055 shares 140,055 $35.4M 0.19% +4,050 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: 169,569 shares; 2024Q4: 181,418 shares; 2025Q1: 189,894 shares; 2025Q2: 169,215 shares; 2025Q3: 173,520 shares; 2025Q4: 190,806 shares 190,806 $35M 0.19% +17,286 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: 119,832 shares; 2024Q4: 121,738 shares; 2025Q1: 117,616 shares; 2025Q2: 108,342 shares; 2025Q3: 111,462 shares; 2025Q4: 104,147 shares 104,147 $34.4M 0.19% -7,315 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: 129,211 shares; 2024Q4: 71,367 shares; 2025Q1: 73,156 shares; 2025Q2: 76,940 shares; 2025Q3: 90,505 shares; 2025Q4: 92,478 shares 92,478 $34.2M 0.19% +1,973 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,454 shares; 2024Q4: 92,132 shares; 2025Q1: 101,840 shares; 2025Q2: 107,292 shares; 2025Q3: 119,376 shares; 2025Q4: 125,795 shares 125,795 $34.1M 0.19% +6,419 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: 73,533 shares; 2024Q4: 84,911 shares; 2025Q1: 101,883 shares; 2025Q2: 121,045 shares; 2025Q3: 139,471 shares; 2025Q4: 131,063 shares 131,063 $33.7M 0.18% -8,408 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: 224,481 shares; 2024Q4: 210,863 shares; 2025Q1: 173,380 shares; 2025Q2: 126,669 shares; 2025Q3: 158,222 shares; 2025Q4: 155,647 shares 155,647 $33.3M 0.18% -2,575 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: 123,214 shares; 2024Q4: 129,290 shares; 2025Q1: 136,729 shares; 2025Q2: 146,712 shares; 2025Q3: 116,057 shares; 2025Q4: 104,869 shares 104,869 $32.7M 0.18% -11,188 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: 449,150 shares; 2024Q4: 523,325 shares; 2025Q1: 543,780 shares; 2025Q2: 572,342 shares; 2025Q3: 590,564 shares; 2025Q4: 594,579 shares 594,579 $32M 0.18% +4,015 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: 505,396 shares; 2024Q4: 484,036 shares; 2025Q1: 491,517 shares; 2025Q2: 317,405 shares; 2025Q3: 259,486 shares; 2025Q4: 299,942 shares 299,942 $31.6M 0.17% +40,456 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,861 shares; 2024Q4: 207,333 shares; 2025Q1: 249,321 shares; 2025Q2: 280,494 shares; 2025Q3: 321,827 shares; 2025Q4: 308,037 shares 308,037 $31.3M 0.17% -13,790 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,422 shares; 2024Q4: 54,131 shares; 2025Q1: 68,932 shares; 2025Q2: 95,300 shares; 2025Q3: 114,992 shares; 2025Q4: 146,445 shares 146,445 $31.1M 0.17% +31,453 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,962 shares; 2024Q4: 163,372 shares; 2025Q1: 167,874 shares; 2025Q2: 200,793 shares; 2025Q3: 216,449 shares; 2025Q4: 220,100 shares 220,100 $30.6M 0.17% +3,651 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: 412,688 shares; 2024Q4: 431,565 shares; 2025Q1: 416,002 shares; 2025Q2: 414,078 shares; 2025Q3: 419,113 shares; 2025Q4: 434,703 shares 434,703 $30.4M 0.17% +15,590 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,929 shares; 2024Q4: 547,529 shares; 2025Q1: 702,724 shares; 2025Q2: 721,130 shares; 2025Q3: 754,736 shares; 2025Q4: 770,061 shares 770,061 $30.1M 0.17% +15,325 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: 101,208 shares; 2024Q4: 100,804 shares; 2025Q1: 105,011 shares; 2025Q2: 96,254 shares; 2025Q3: 98,210 shares; 2025Q4: 97,448 shares 97,448 $30M 0.16% -762 Timeline PNOV 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: 18,576 shares; 2024Q4: 19,853 shares; 2025Q1: 19,853 shares; 2025Q2: 19,853 shares; 2025Q3: 19,603 shares; 2025Q4: 710,849 shares 710,849 $29.7M 0.16% +691,246 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,333 shares; 2024Q4: 270,033 shares; 2025Q1: 321,868 shares; 2025Q2: 331,044 shares; 2025Q3: 304,031 shares; 2025Q4: 299,689 shares 299,689 $29M 0.16% -4,342 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: 236,145 shares; 2024Q4: 204,810 shares; 2025Q1: 189,293 shares; 2025Q2: 393,876 shares; 2025Q3: 454,101 shares; 2025Q4: 483,385 shares 483,385 $29M 0.16% +29,284 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: 353,364 shares; 2024Q4: 343,761 shares; 2025Q1: 371,223 shares; 2025Q2: 370,259 shares; 2025Q3: 344,892 shares; 2025Q4: 358,093 shares 358,093 $28.7M 0.16% +13,201 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 2,103 shares; 2025Q2: 320,781 shares; 2025Q3: 257,487 shares; 2025Q4: 341,454 shares 341,454 $28.6M 0.16% +83,967 Timeline DDWM 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: 397,106 shares; 2024Q4: 410,117 shares; 2025Q1: 466,521 shares; 2025Q2: 486,524 shares; 2025Q3: 517,457 shares; 2025Q4: 641,506 shares 641,506 $27.9M 0.15% +124,049 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: 51,108 shares; 2024Q4: 48,807 shares; 2025Q1: 44,420 shares; 2025Q2: 49,092 shares; 2025Q3: 56,682 shares; 2025Q4: 57,611 shares 57,611 $27.9M 0.15% +929 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: 969,931 shares; 2024Q4: 1,163,337 shares; 2025Q1: 1,175,896 shares; 2025Q2: 1,176,138 shares; 2025Q3: 1,231,242 shares; 2025Q4: 1,115,291 shares 1,115,291 $27.7M 0.15% -115,951 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: 58,650 shares; 2024Q4: 58,098 shares; 2025Q1: 77,987 shares; 2025Q2: 85,337 shares; 2025Q3: 83,426 shares; 2025Q4: 88,438 shares 88,438 $26.9M 0.15% +5,012 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: 85,122 shares; 2024Q4: 75,159 shares; 2025Q1: 73,963 shares; 2025Q2: 75,498 shares; 2025Q3: 77,995 shares; 2025Q4: 81,605 shares 81,605 $26.7M 0.15% +3,610 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,908 shares; 2024Q4: 57,374 shares; 2025Q1: 60,609 shares; 2025Q2: 70,704 shares; 2025Q3: 69,523 shares; 2025Q4: 68,048 shares 68,048 $26.5M 0.15% -1,475 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: 36,865 shares; 2024Q4: 39,331 shares; 2025Q1: 87,556 shares; 2025Q2: 91,909 shares; 2025Q3: 271,715 shares; 2025Q4: 348,644 shares 348,644 $26.5M 0.15% +76,929 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: 47,194 shares; 2024Q4: 70,920 shares; 2025Q1: 44,203 shares; 2025Q2: 52,599 shares; 2025Q3: 67,934 shares; 2025Q4: 54,945 shares 54,945 $26.4M 0.14% -12,989 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,106 shares; 2024Q4: 662,721 shares; 2025Q1: 794,785 shares; 2025Q2: 890,916 shares; 2025Q3: 560,554 shares; 2025Q4: 586,056 shares 586,056 $26.1M 0.14% +25,502 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,705 shares; 2024Q4: 43,658 shares; 2025Q1: 41,370 shares; 2025Q2: 51,653 shares; 2025Q3: 75,379 shares; 2025Q4: 85,981 shares 85,981 $26M 0.14% +10,602 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: 67,121 shares; 2024Q4: 72,380 shares; 2025Q1: 77,336 shares; 2025Q2: 99,402 shares; 2025Q3: 104,173 shares; 2025Q4: 98,749 shares 98,749 $25.5M 0.14% -5,424 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,657 shares; 2024Q4: 79,708 shares; 2025Q1: 86,914 shares; 2025Q2: 92,750 shares; 2025Q3: 70,353 shares; 2025Q4: 66,098 shares 66,098 $25.3M 0.14% -4,255 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: 26,911 shares; 2024Q4: 7,633 shares; 2025Q1: 7,526 shares; 2025Q2: 9,129 shares; 2025Q3: 12,200 shares; 2025Q4: 1,070,300 shares 1,070,300 $25.3M 0.14% +1,058,100 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: 191,990 shares; 2024Q4: 194,358 shares; 2025Q1: 196,414 shares; 2025Q2: 176,138 shares; 2025Q3: 222,472 shares; 2025Q4: 232,414 shares 232,414 $24.9M 0.14% +9,942 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 48,459 shares; 2025Q1: 56,373 shares; 2025Q2: 189,436 shares; 2025Q3: 459,358 shares; 2025Q4: 478,285 shares 478,285 $24.5M 0.13% +18,927 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,224 shares; 2024Q4: 177,731 shares; 2025Q1: 179,175 shares; 2025Q2: 185,763 shares; 2025Q3: 148,551 shares; 2025Q4: 150,347 shares 150,347 $24.5M 0.13% +1,796 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: 207,316 shares; 2024Q4: 228,560 shares; 2025Q1: 251,680 shares; 2025Q2: 267,945 shares; 2025Q3: 240,363 shares; 2025Q4: 253,159 shares 253,159 $24.3M 0.13% +12,796 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: 174,412 shares; 2024Q4: 173,060 shares; 2025Q1: 164,491 shares; 2025Q2: 160,241 shares; 2025Q3: 173,791 shares; 2025Q4: 175,314 shares 175,314 $24M 0.13% +1,523 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: 125,663 shares; 2024Q4: 141,087 shares; 2025Q1: 155,915 shares; 2025Q2: 161,192 shares; 2025Q3: 181,504 shares; 2025Q4: 256,910 shares 256,910 $23.9M 0.13% +75,406 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,402 shares; 2025Q1: 3,642 shares; 2025Q2: 3,789 shares; 2025Q3: 4,219 shares; 2025Q4: 4,439 shares 4,439 $23.8M 0.13% +220 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: 133,116 shares; 2024Q4: 144,900 shares; 2025Q1: 142,227 shares; 2025Q2: 142,539 shares; 2025Q3: 166,180 shares; 2025Q4: 186,173 shares 186,173 $23.3M 0.13% +19,993 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: 417,384 shares; 2024Q4: 443,531 shares; 2025Q1: 466,050 shares; 2025Q2: 265,196 shares; 2025Q3: 271,247 shares; 2025Q4: 277,226 shares 277,226 $23.2M 0.13% +5,979 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: 126,846 shares; 2024Q4: 132,571 shares; 2025Q1: 127,695 shares; 2025Q2: 127,013 shares; 2025Q3: 114,125 shares; 2025Q4: 98,376 shares 98,376 $22.8M 0.12% -15,749 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: 87,067 shares; 2024Q4: 116,348 shares; 2025Q1: 169,557 shares; 2025Q2: 168,806 shares; 2025Q3: 183,185 shares; 2025Q4: 193,987 shares 193,987 $22.7M 0.12% +10,802 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: 145,010 shares; 2024Q4: 142,196 shares; 2025Q1: 145,200 shares; 2025Q2: 147,235 shares; 2025Q3: 151,537 shares; 2025Q4: 156,522 shares 156,522 $22.5M 0.12% +4,985 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: 104,237 shares; 2024Q4: 108,956 shares; 2025Q1: 115,173 shares; 2025Q2: 122,310 shares; 2025Q3: 132,379 shares; 2025Q4: 137,491 shares 137,491 $22.1M 0.12% +5,112 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: 18,009 shares; 2025Q1: 18,186 shares; 2025Q2: 18,514 shares; 2025Q3: 19,646 shares; 2025Q4: 20,538 shares 20,538 $22M 0.12% +892 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: 110,393 shares; 2024Q4: 111,472 shares; 2025Q1: 113,221 shares; 2025Q2: 118,229 shares; 2025Q3: 125,099 shares; 2025Q4: 105,431 shares 105,431 $21.9M 0.12% -19,668 Timeline LIT 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: 9,176 shares; 2024Q4: 8,215 shares; 2025Q1: 6,545 shares; 2025Q2: 14,957 shares; 2025Q3: 423,502 shares; 2025Q4: 337,360 shares 337,360 $21.9M 0.12% -86,142 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: 15,587 shares; 2024Q4: 15,599 shares; 2025Q1: 17,533 shares; 2025Q2: 16,241 shares; 2025Q3: 30,349 shares; 2025Q4: 38,521 shares 38,521 $21.9M 0.12% +8,172 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: 307,209 shares; 2024Q4: 305,871 shares; 2025Q1: 298,284 shares; 2025Q2: 201,618 shares; 2025Q3: 207,427 shares; 2025Q4: 211,192 shares 211,192 $21.9M 0.12% +3,765 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 260 shares; 2025Q1: 2,097 shares; 2025Q2: 86,073 shares; 2025Q3: 96,161 shares; 2025Q4: 97,095 shares 97,095 $21.8M 0.12% +934 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: 212,919 shares; 2024Q4: 223,702 shares; 2025Q1: 187,996 shares; 2025Q2: 188,315 shares; 2025Q3: 218,740 shares; 2025Q4: 224,761 shares 224,761 $21.6M 0.12% +6,021 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: 25,342 shares; 2024Q4: 25,546 shares; 2025Q1: 24,671 shares; 2025Q2: 238,225 shares; 2025Q3: 252,604 shares; 2025Q4: 271,437 shares 271,437 $21.4M 0.12% +18,833 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: 70,480 shares; 2024Q4: 74,558 shares; 2025Q1: 73,893 shares; 2025Q2: 75,597 shares; 2025Q3: 80,650 shares; 2025Q4: 82,910 shares 82,910 $21.3M 0.12% +2,260 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: 42,456 shares; 2024Q4: 49,802 shares; 2025Q1: 56,313 shares; 2025Q2: 78,603 shares; 2025Q3: 94,158 shares; 2025Q4: 97,692 shares 97,692 $21.2M 0.12% +3,534 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: not reported; 2024Q4: not reported; 2025Q1: 889,276 shares; 2025Q2: 882,675 shares; 2025Q3: 954,460 shares; 2025Q4: 979,309 shares 979,309 $21M 0.12% +24,849 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: 5,411 shares; 2025Q1: 5,416 shares; 2025Q2: 28,420 shares; 2025Q3: 373,896 shares; 2025Q4: 361,333 shares 361,333 $20.8M 0.11% -12,563 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 365,834 shares; 2025Q3: 625,835 shares; 2025Q4: 711,492 shares 711,492 $20.6M 0.11% +85,657 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 18,031 shares; 2025Q1: 23,263 shares; 2025Q2: 585,514 shares; 2025Q3: 653,953 shares; 2025Q4: 698,442 shares 698,442 $20.5M 0.11% +44,489 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 1,179 shares; 2025Q1: 590 shares; 2025Q2: 277,350 shares; 2025Q3: 404,899 shares; 2025Q4: 804,791 shares 804,791 $20.4M 0.11% +399,892 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: 247,276 shares; 2024Q4: 273,330 shares; 2025Q1: 257,232 shares; 2025Q2: 254,648 shares; 2025Q3: 265,381 shares; 2025Q4: 274,671 shares 274,671 $20.3M 0.11% +9,290 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: 81,493 shares; 2024Q4: 85,483 shares; 2025Q1: 91,878 shares; 2025Q2: 96,246 shares; 2025Q3: 80,607 shares; 2025Q4: 80,271 shares 80,271 $19.8M 0.11% -336 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 11,733 shares; 2025Q1: 13,863 shares; 2025Q2: 53,410 shares; 2025Q3: 55,457 shares; 2025Q4: 55,992 shares 55,992 $19.8M 0.11% +535 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: 54,520 shares; 2024Q4: 53,607 shares; 2025Q1: 121,833 shares; 2025Q2: 128,693 shares; 2025Q3: 125,614 shares; 2025Q4: 146,240 shares 146,240 $19.8M 0.11% +20,626 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: 32,269 shares; 2024Q4: 32,006 shares; 2025Q1: 37,877 shares; 2025Q2: 49,716 shares; 2025Q3: 52,983 shares; 2025Q4: 54,262 shares 54,262 $19.5M 0.11% +1,279 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,464 shares; 2024Q4: 34,980 shares; 2025Q1: 36,113 shares; 2025Q2: 56,243 shares; 2025Q3: 74,643 shares; 2025Q4: 90,665 shares 90,665 $19.5M 0.11% +16,022 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: 905,678 shares; 2024Q4: 1,080,895 shares; 2025Q1: 600,229 shares; 2025Q2: 502,386 shares; 2025Q3: 494,557 shares; 2025Q4: 500,946 shares 500,946 $19.2M 0.11% +6,389 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: 16,110 shares; 2024Q4: 18,308 shares; 2025Q1: 51,583 shares; 2025Q2: 52,900 shares; 2025Q3: 68,550 shares; 2025Q4: 67,255 shares 67,255 $19.2M 0.11% -1,295 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: 143,978 shares; 2024Q4: 153,108 shares; 2025Q1: 160,807 shares; 2025Q2: 176,961 shares; 2025Q3: 184,444 shares; 2025Q4: 191,205 shares 191,205 $19.1M 0.1% +6,761 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: 73,281 shares; 2024Q4: 76,361 shares; 2025Q1: 8,862 shares; 2025Q2: 29,087 shares; 2025Q3: 63,654 shares; 2025Q4: 116,280 shares 116,280 $18.8M 0.1% +52,626 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: 34,140 shares; 2024Q4: 36,328 shares; 2025Q1: 37,592 shares; 2025Q2: 39,810 shares; 2025Q3: 41,460 shares; 2025Q4: 35,846 shares 35,846 $18.7M 0.1% -5,614 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: 73,315 shares; 2024Q4: 74,235 shares; 2025Q1: 74,447 shares; 2025Q2: 73,929 shares; 2025Q3: 73,783 shares; 2025Q4: 77,210 shares 77,210 $18.6M 0.1% +3,427 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,771 shares; 2024Q4: 135,802 shares; 2025Q1: 132,106 shares; 2025Q2: 172,166 shares; 2025Q3: 186,534 shares; 2025Q4: 193,280 shares 193,280 $18.4M 0.1% +6,746 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: 221,113 shares; 2024Q4: 242,443 shares; 2025Q1: 256,224 shares; 2025Q2: 323,749 shares; 2025Q3: 311,049 shares; 2025Q4: 284,144 shares 284,144 $18.3M 0.1% -26,905 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,944 shares; 2025Q1: 55,839 shares; 2025Q2: 49,813 shares; 2025Q3: 129,463 shares; 2025Q4: 139,222 shares 139,222 $18.2M 0.1% +9,759 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: 84,740 shares; 2024Q4: 89,966 shares; 2025Q1: 93,168 shares; 2025Q2: 92,609 shares; 2025Q3: 97,985 shares; 2025Q4: 106,538 shares 106,538 $18.2M 0.1% +8,553 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: 66,327 shares; 2024Q4: 71,365 shares; 2025Q1: 94,846 shares; 2025Q2: 95,008 shares; 2025Q3: 99,255 shares; 2025Q4: 101,706 shares 101,706 $18.1M 0.1% +2,451 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: 928,568 shares; 2024Q4: 930,708 shares; 2025Q1: 929,279 shares; 2025Q2: 926,339 shares; 2025Q3: 964,497 shares; 2025Q4: 982,772 shares 982,772 $17.9M 0.1% +18,275 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: 60,431 shares; 2024Q4: 70,064 shares; 2025Q1: 69,732 shares; 2025Q2: 64,978 shares; 2025Q3: 76,138 shares; 2025Q4: 149,873 shares 149,873 $17.9M 0.1% +73,735 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,665 shares; 2024Q4: 238,758 shares; 2025Q1: 12,767 shares; 2025Q2: 188,842 shares; 2025Q3: 191,250 shares; 2025Q4: 195,329 shares 195,329 $17.9M 0.1% +4,079 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: 299,274 shares; 2024Q4: 322,419 shares; 2025Q1: 317,373 shares; 2025Q2: 327,825 shares; 2025Q3: 328,533 shares; 2025Q4: 334,778 shares 334,778 $17.7M 0.1% +6,245 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: 80,046 shares; 2024Q4: 82,663 shares; 2025Q1: 82,672 shares; 2025Q2: 83,071 shares; 2025Q3: 85,808 shares; 2025Q4: 86,893 shares 86,893 $17.6M 0.1% +1,085 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: 248,584 shares; 2024Q4: 283,062 shares; 2025Q1: 302,385 shares; 2025Q2: 299,500 shares; 2025Q3: 341,430 shares; 2025Q4: 319,082 shares 319,082 $17.5M 0.1% -22,348 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,655 shares; 2025Q1: 3,344 shares; 2025Q2: 4,729 shares; 2025Q3: 17,782 shares; 2025Q4: 158,882 shares 158,882 $17.4M 0.1% +141,100 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 5,792 shares; 2025Q1: 29,534 shares; 2025Q2: 31,253 shares; 2025Q3: 33,842 shares; 2025Q4: 34,018 shares 34,018 $17.4M 0.1% +176 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: 111,846 shares; 2024Q4: 114,359 shares; 2025Q1: 119,408 shares; 2025Q2: 123,104 shares; 2025Q3: 121,466 shares; 2025Q4: 121,349 shares 121,349 $17.1M 0.09% -117 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: 66,200 shares; 2024Q4: 67,473 shares; 2025Q1: 62,525 shares; 2025Q2: 64,854 shares; 2025Q3: 65,471 shares; 2025Q4: 75,120 shares 75,120 $16.9M 0.09% +9,649 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,533 shares; 2024Q4: 37,912 shares; 2025Q1: 42,223 shares; 2025Q2: 49,853 shares; 2025Q3: 53,366 shares; 2025Q4: 67,631 shares 67,631 $16.9M 0.09% +14,265 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: 271,726 shares; 2024Q4: 277,454 shares; 2025Q1: 308,381 shares; 2025Q2: 391,757 shares; 2025Q3: 307,389 shares; 2025Q4: 378,181 shares 378,181 $16.8M 0.09% +70,792 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,276 shares; 2024Q4: 194,406 shares; 2025Q1: 191,871 shares; 2025Q2: 191,467 shares; 2025Q3: 190,886 shares; 2025Q4: 190,522 shares 190,522 $16.8M 0.09% -364 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: 24,503 shares; 2024Q4: 33,832 shares; 2025Q1: 7,241 shares; 2025Q2: 7,949 shares; 2025Q3: 8,393 shares; 2025Q4: 8,305 shares 8,305 $16.7M 0.09% -88 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: 141,189 shares; 2024Q4: 156,243 shares; 2025Q1: 168,659 shares; 2025Q2: 175,754 shares; 2025Q3: 137,126 shares; 2025Q4: 139,450 shares 139,450 $16.7M 0.09% +2,324 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: 46,623 shares; 2024Q4: 41,107 shares; 2025Q1: 37,628 shares; 2025Q2: 43,490 shares; 2025Q3: 50,506 shares; 2025Q4: 49,583 shares 49,583 $16.7M 0.09% -923 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,436 shares; 2024Q4: 191,074 shares; 2025Q1: 383,241 shares; 2025Q2: 295,257 shares; 2025Q3: 300,117 shares; 2025Q4: 334,528 shares 334,528 $16.7M 0.09% +34,411 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: 41,184 shares; 2024Q4: 89,477 shares; 2025Q1: 221,810 shares; 2025Q2: 274,544 shares; 2025Q3: 308,090 shares; 2025Q4: 362,520 shares 362,520 $16.5M 0.09% +54,430 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: 147,771 shares; 2024Q4: 158,974 shares; 2025Q1: 158,410 shares; 2025Q2: 168,746 shares; 2025Q3: 176,142 shares; 2025Q4: 188,032 shares 188,032 $16.4M 0.09% +11,890 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,054 shares; 2024Q4: 67,382 shares; 2025Q1: 73,643 shares; 2025Q2: 76,833 shares; 2025Q3: 57,292 shares; 2025Q4: 59,168 shares 59,168 $16.2M 0.09% +1,876 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: 34,012 shares; 2024Q4: 37,208 shares; 2025Q1: 41,161 shares; 2025Q2: 38,417 shares; 2025Q3: 37,438 shares; 2025Q4: 37,627 shares 37,627 $16M 0.09% +189 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: 78,983 shares; 2024Q4: 82,417 shares; 2025Q1: 86,049 shares; 2025Q2: 76,119 shares; 2025Q3: 73,949 shares; 2025Q4: 75,015 shares 75,015 $15.9M 0.09% +1,066 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: 23,638 shares; 2024Q4: 27,943 shares; 2025Q1: 45,395 shares; 2025Q2: 53,137 shares; 2025Q3: 83,708 shares; 2025Q4: 143,521 shares 143,521 $15.8M 0.09% +59,813 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,625 shares; 2024Q4: 52,968 shares; 2025Q1: 53,475 shares; 2025Q2: 50,661 shares; 2025Q3: 50,042 shares; 2025Q4: 46,471 shares 46,471 $15.7M 0.09% -3,571 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: 8,174 shares; 2024Q4: 9,228 shares; 2025Q1: 14,123 shares; 2025Q2: 15,245 shares; 2025Q3: 15,709 shares; 2025Q4: 14,573 shares 14,573 $15.6M 0.09% -1,136 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: 84,035 shares; 2024Q4: 81,081 shares; 2025Q1: 85,266 shares; 2025Q2: 85,845 shares; 2025Q3: 100,032 shares; 2025Q4: 101,140 shares 101,140 $15.6M 0.09% +1,108 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,894 shares; 2024Q4: 26,965 shares; 2025Q1: 27,501 shares; 2025Q2: 43,009 shares; 2025Q3: 39,928 shares; 2025Q4: 191,291 shares 191,291 $15.4M 0.08% +151,363 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,318 shares; 2024Q4: 43,571 shares; 2025Q1: 49,652 shares; 2025Q2: 39,801 shares; 2025Q3: 40,126 shares; 2025Q4: 103,484 shares 103,484 $15.4M 0.08% +63,358 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,090 shares; 2024Q4: 29,373 shares; 2025Q1: 29,393 shares; 2025Q2: 28,460 shares; 2025Q3: 51,789 shares; 2025Q4: 51,566 shares 51,566 $15.4M 0.08% -223 Timeline PRF 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: 338,152 shares; 2024Q4: 344,945 shares; 2025Q1: 347,627 shares; 2025Q2: 343,662 shares; 2025Q3: 341,588 shares; 2025Q4: 327,670 shares 327,670 $15.4M 0.08% -13,918 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,931 shares; 2024Q4: 255,492 shares; 2025Q1: 257,577 shares; 2025Q2: 255,951 shares; 2025Q3: 245,251 shares; 2025Q4: 243,923 shares 243,923 $15.3M 0.08% -1,328 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: 135,453 shares; 2024Q4: 172,950 shares; 2025Q1: 62,103 shares; 2025Q2: 61,694 shares; 2025Q3: 56,845 shares; 2025Q4: 62,279 shares 62,279 $15.3M 0.08% +5,434 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: 354,447 shares; 2024Q4: 255,985 shares; 2025Q1: 200,485 shares; 2025Q2: 146,700 shares; 2025Q3: 156,166 shares; 2025Q4: 357,292 shares 357,292 $15.3M 0.08% +201,126 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,922 shares; 2024Q4: 240,146 shares; 2025Q1: 194,563 shares; 2025Q2: 258,358 shares; 2025Q3: 225,350 shares; 2025Q4: 211,142 shares 211,142 $15.1M 0.08% -14,208 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,136 shares; 2025Q3: 363,310 shares; 2025Q4: 450,121 shares 450,121 $15M 0.08% +86,811 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,456 shares; 2025Q1: 76,127 shares; 2025Q2: 120,632 shares; 2025Q3: 212,704 shares; 2025Q4: 220,572 shares 220,572 $15M 0.08% +7,868 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: 94,607 shares; 2024Q4: 113,565 shares; 2025Q1: 125,529 shares; 2025Q2: 110,526 shares; 2025Q3: 116,149 shares; 2025Q4: 126,588 shares 126,588 $14.9M 0.08% +10,439 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 4,727 shares; 2025Q1: 1,958 shares; 2025Q2: 1,608 shares; 2025Q3: 6,266 shares; 2025Q4: 61,399 shares 61,399 $14.9M 0.08% +55,133 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: 623,212 shares; 2024Q4: 625,008 shares; 2025Q1: 632,498 shares; 2025Q2: 623,814 shares; 2025Q3: 601,578 shares; 2025Q4: 495,713 shares 495,713 $14.8M 0.08% -105,865 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: 45,650 shares; 2024Q4: 49,655 shares; 2025Q1: 60,701 shares; 2025Q2: 90,993 shares; 2025Q3: 125,751 shares; 2025Q4: 127,406 shares 127,406 $14.7M 0.08% +1,655 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: 10,838 shares; 2024Q4: 10,710 shares; 2025Q1: 10,726 shares; 2025Q2: 171,065 shares; 2025Q3: 161,093 shares; 2025Q4: 160,070 shares 160,070 $14.6M 0.08% -1,023 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: 72,624 shares; 2024Q4: 75,881 shares; 2025Q1: 82,093 shares; 2025Q2: 98,383 shares; 2025Q3: 66,294 shares; 2025Q4: 72,657 shares 72,657 $14.5M 0.08% +6,363 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: 77,116 shares; 2024Q4: 85,073 shares; 2025Q1: 86,241 shares; 2025Q2: 80,949 shares; 2025Q3: 81,740 shares; 2025Q4: 74,067 shares 74,067 $14.4M 0.08% -7,673 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: 35,936 shares; 2024Q4: 52,766 shares; 2025Q1: 35,165 shares; 2025Q2: 44,079 shares; 2025Q3: 44,127 shares; 2025Q4: 44,708 shares 44,708 $14.4M 0.08% +581 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: 45,360 shares; 2024Q4: 46,476 shares; 2025Q1: 47,091 shares; 2025Q2: 47,707 shares; 2025Q3: 65,199 shares; 2025Q4: 51,501 shares 51,501 $14.4M 0.08% -13,698 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: 125,168 shares; 2024Q4: 105,904 shares; 2025Q1: 107,476 shares; 2025Q2: 108,175 shares; 2025Q3: 105,874 shares; 2025Q4: 109,084 shares 109,084 $14.1M 0.08% +3,210 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: 8,980 shares; 2024Q4: 19,547 shares; 2025Q1: 20,180 shares; 2025Q2: 41,350 shares; 2025Q3: 91,195 shares; 2025Q4: 152,266 shares 152,266 $14.1M 0.08% +61,071 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: 63,078 shares; 2025Q1: 67,647 shares; 2025Q2: 91,473 shares; 2025Q3: 87,266 shares; 2025Q4: 81,353 shares 81,353 $13.9M 0.08% -5,913 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: 24,860 shares; 2024Q4: 25,477 shares; 2025Q1: 25,370 shares; 2025Q2: 25,991 shares; 2025Q3: 25,733 shares; 2025Q4: 90,361 shares 90,361 $13.8M 0.08% +64,628 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,806 shares; 2024Q4: 51,703 shares; 2025Q1: 51,216 shares; 2025Q2: 53,364 shares; 2025Q3: 55,783 shares; 2025Q4: 66,171 shares 66,171 $13.8M 0.08% +10,388 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,944 shares; 2024Q4: 233,497 shares; 2025Q1: 242,084 shares; 2025Q2: 252,553 shares; 2025Q3: 256,818 shares; 2025Q4: 266,297 shares 266,297 $13.8M 0.08% +9,479 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,788 shares; 2024Q4: 132,551 shares; 2025Q1: 143,648 shares; 2025Q2: 151,014 shares; 2025Q3: 161,775 shares; 2025Q4: 163,186 shares 163,186 $13.7M 0.08% +1,411 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,884 shares; 2024Q4: 110,009 shares; 2025Q1: 107,992 shares; 2025Q2: 106,454 shares; 2025Q3: 106,337 shares; 2025Q4: 104,345 shares 104,345 $13.7M 0.08% -1,992 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 25,381 shares; 2025Q1: 24,338 shares; 2025Q2: 24,826 shares; 2025Q3: 22,354 shares; 2025Q4: 22,729 shares 22,729 $13.7M 0.08% +375 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: 74,355 shares; 2024Q4: 118,287 shares; 2025Q1: 128,074 shares; 2025Q2: 131,585 shares; 2025Q3: 143,066 shares; 2025Q4: 146,151 shares 146,151 $13.7M 0.08% +3,085 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: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,705 shares; 2025Q2: 8,915 shares; 2025Q3: 481,531 shares; 2025Q4: 512,122 shares 512,122 $13.6M 0.07% +30,591 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 46,083 shares; 2025Q1: 300,979 shares; 2025Q2: 299,973 shares; 2025Q3: 372,852 shares; 2025Q4: 436,453 shares 436,453 $13.6M 0.07% +63,601 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: 317,960 shares; 2024Q4: 315,919 shares; 2025Q1: 310,812 shares; 2025Q2: 316,256 shares; 2025Q3: 310,460 shares; 2025Q4: 293,639 shares 293,639 $13.5M 0.07% -16,821 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,471 shares; 2024Q4: 61,180 shares; 2025Q1: 64,961 shares; 2025Q2: 154,310 shares; 2025Q3: 163,226 shares; 2025Q4: 87,093 shares 87,093 $13.5M 0.07% -76,133 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 26,878 shares; 2025Q1: 67,661 shares; 2025Q2: 65,494 shares; 2025Q3: 91,314 shares; 2025Q4: 112,936 shares 112,936 $13.5M 0.07% +21,622 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: 87,847 shares; 2024Q4: 207,803 shares; 2025Q1: 207,114 shares; 2025Q2: 82,171 shares; 2025Q3: 92,921 shares; 2025Q4: 113,876 shares 113,876 $13.3M 0.07% +20,955 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 6,198 shares; 2025Q1: 6,209 shares; 2025Q2: 6,025 shares; 2025Q3: 10,925 shares; 2025Q4: 10,851 shares 10,851 $13.2M 0.07% -74 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: 113,175 shares; 2024Q4: 136,154 shares; 2025Q1: 121,162 shares; 2025Q2: 129,738 shares; 2025Q3: 130,610 shares; 2025Q4: 136,722 shares 136,722 $13.1M 0.07% +6,112 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: 160,427 shares; 2024Q4: 168,610 shares; 2025Q1: 398,645 shares; 2025Q2: 407,277 shares; 2025Q3: 396,865 shares; 2025Q4: 381,865 shares 381,865 $13.1M 0.07% -15,000 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: 85,916 shares; 2024Q4: 86,020 shares; 2025Q1: 88,482 shares; 2025Q2: 90,719 shares; 2025Q3: 88,219 shares; 2025Q4: 92,585 shares 92,585 $13.1M 0.07% +4,366 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: 54,294 shares; 2024Q4: 55,797 shares; 2025Q1: 52,966 shares; 2025Q2: 56,236 shares; 2025Q3: 55,291 shares; 2025Q4: 60,104 shares 60,104 $13M 0.07% +4,813 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,856 shares; 2024Q4: 128,499 shares; 2025Q1: 242,808 shares; 2025Q2: 281,691 shares; 2025Q3: 311,829 shares; 2025Q4: 323,183 shares 323,183 $13M 0.07% +11,354 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,436 shares; 2024Q4: 146,312 shares; 2025Q1: 146,063 shares; 2025Q2: 287,380 shares; 2025Q3: 291,284 shares; 2025Q4: 291,341 shares 291,341 $12.9M 0.07% +57 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 237 shares; 2025Q1: 226,978 shares; 2025Q2: 436,285 shares; 2025Q3: 349,789 shares; 2025Q4: 181,638 shares 181,638 $12.9M 0.07% -168,151 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 25 shares; 2025Q2: not reported; 2025Q3: 367,697 shares; 2025Q4: 366,417 shares 366,417 $12.8M 0.07% -1,280 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: 57,589 shares; 2024Q4: 61,480 shares; 2025Q1: 62,730 shares; 2025Q2: 74,115 shares; 2025Q3: 71,779 shares; 2025Q4: 73,425 shares 73,425 $12.7M 0.07% +1,646 Timeline PFFD 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: 550,458 shares; 2024Q4: 558,225 shares; 2025Q1: 603,090 shares; 2025Q2: 635,671 shares; 2025Q3: 660,449 shares; 2025Q4: 668,076 shares 668,076 $12.6M 0.07% +7,627 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: 128,292 shares; 2024Q4: 140,369 shares; 2025Q1: 111,265 shares; 2025Q2: 137,340 shares; 2025Q3: 144,676 shares; 2025Q4: 144,218 shares 144,218 $12.6M 0.07% -458 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: 33,894 shares; 2024Q4: 32,749 shares; 2025Q1: 33,163 shares; 2025Q2: 22,238 shares; 2025Q3: 20,012 shares; 2025Q4: 21,545 shares 21,545 $12.5M 0.07% +1,533 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: 133,466 shares; 2024Q4: 131,744 shares; 2025Q1: 130,597 shares; 2025Q2: 147,074 shares; 2025Q3: 147,314 shares; 2025Q4: 150,987 shares 150,987 $12.5M 0.07% +3,673 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: 9,821 shares; 2024Q4: 12,606 shares; 2025Q1: 9,935 shares; 2025Q2: 36,611 shares; 2025Q3: 39,427 shares; 2025Q4: 40,911 shares 40,911 $12.3M 0.07% +1,484 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,460 shares; 2024Q4: 213,382 shares; 2025Q1: 243,934 shares; 2025Q2: 259,664 shares; 2025Q3: 210,120 shares; 2025Q4: 218,401 shares 218,401 $12.3M 0.07% +8,281 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: 74,239 shares; 2024Q4: 101,737 shares; 2025Q1: 119,801 shares; 2025Q2: 117,515 shares; 2025Q3: 116,474 shares; 2025Q4: 123,040 shares 123,040 $12.1M 0.07% +6,566 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,787 shares; 2024Q4: 294,427 shares; 2025Q1: 301,898 shares; 2025Q2: 435,921 shares; 2025Q3: 451,246 shares; 2025Q4: 536,840 shares 536,840 $12M 0.07% +85,594 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: 12,910 shares; 2024Q4: 13,961 shares; 2025Q1: 13,929 shares; 2025Q2: 13,779 shares; 2025Q3: 13,680 shares; 2025Q4: 13,638 shares 13,638 $12M 0.07% -42 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: 207,044 shares; 2024Q4: 212,134 shares; 2025Q1: 217,707 shares; 2025Q2: 221,001 shares; 2025Q3: 64,100 shares; 2025Q4: 64,157 shares 64,157 $11.8M 0.06% +57 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: 42,158 shares; 2024Q4: 42,416 shares; 2025Q1: 46,398 shares; 2025Q2: 44,007 shares; 2025Q3: 45,177 shares; 2025Q4: 43,947 shares 43,947 $11.8M 0.06% -1,230 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 52,804 shares; 2025Q1: 287,538 shares; 2025Q2: 297,350 shares; 2025Q3: 317,709 shares; 2025Q4: 334,654 shares 334,654 $11.8M 0.06% +16,945 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: 69,127 shares; 2024Q4: 69,060 shares; 2025Q1: 68,729 shares; 2025Q2: 72,131 shares; 2025Q3: 61,684 shares; 2025Q4: 62,306 shares 62,306 $11.7M 0.06% +622 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: 381,288 shares; 2024Q4: 346,632 shares; 2025Q1: 339,294 shares; 2025Q2: 368,841 shares; 2025Q3: 379,264 shares; 2025Q4: 470,245 shares 470,245 $11.7M 0.06% +90,981 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: 143,532 shares; 2024Q4: 165,569 shares; 2025Q1: 176,040 shares; 2025Q2: 199,945 shares; 2025Q3: 210,486 shares; 2025Q4: 213,590 shares 213,590 $11.5M 0.06% +3,104 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,462 shares; 2025Q3: 86,526 shares; 2025Q4: 159,462 shares 159,462 $11.4M 0.06% +72,936 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,673 shares; 2024Q4: 131,877 shares; 2025Q1: 138,813 shares; 2025Q2: 138,890 shares; 2025Q3: 146,149 shares; 2025Q4: 150,537 shares 150,537 $11.4M 0.06% +4,388 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: 24,883 shares; 2024Q4: 26,209 shares; 2025Q1: 29,956 shares; 2025Q2: 31,304 shares; 2025Q3: 28,759 shares; 2025Q4: 27,482 shares 27,482 $11.3M 0.06% -1,277 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,651 shares; 2024Q4: 64,192 shares; 2025Q1: 66,189 shares; 2025Q2: 40,037 shares; 2025Q3: 38,738 shares; 2025Q4: 38,327 shares 38,327 $11.3M 0.06% -411 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,222 shares; 2024Q4: 261,617 shares; 2025Q1: 311,591 shares; 2025Q2: 313,151 shares; 2025Q3: 331,695 shares; 2025Q4: 326,543 shares 326,543 $11.2M 0.06% -5,152 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: 84,884 shares; 2024Q4: 87,397 shares; 2025Q1: 87,834 shares; 2025Q2: 88,465 shares; 2025Q3: 87,394 shares; 2025Q4: 84,119 shares 84,119 $11.2M 0.06% -3,275 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,051 shares; 2024Q4: 224,409 shares; 2025Q1: 238,035 shares; 2025Q2: 270,409 shares; 2025Q3: 308,230 shares; 2025Q4: 316,251 shares 316,251 $11.1M 0.06% +8,021 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 6,417 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 3,766 shares; 2025Q4: 1,479,247 shares 1,479,247 $11.1M 0.06% +1,475,481 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: 53,314 shares; 2024Q4: 57,293 shares; 2025Q1: 60,819 shares; 2025Q2: 70,775 shares; 2025Q3: 107,741 shares; 2025Q4: 108,529 shares 108,529 $11.1M 0.06% +788 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,416 shares; 2024Q4: 9,090 shares; 2025Q1: 219,871 shares; 2025Q2: 295,920 shares; 2025Q3: 299,173 shares; 2025Q4: 300,283 shares 300,283 $11.1M 0.06% +1,110 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: 111,710 shares; 2024Q4: 120,783 shares; 2025Q1: 134,809 shares; 2025Q2: 144,276 shares; 2025Q3: 145,199 shares; 2025Q4: 139,906 shares 139,906 $11M 0.06% -5,293 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,630 shares; 2024Q4: 169,768 shares; 2025Q1: 168,928 shares; 2025Q2: 188,990 shares; 2025Q3: 213,460 shares; 2025Q4: 224,280 shares 224,280 $10.8M 0.06% +10,820 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: 45,303 shares; 2024Q4: 56,085 shares; 2025Q1: 114,745 shares; 2025Q2: 146,510 shares; 2025Q3: 185,149 shares; 2025Q4: 199,720 shares 199,720 $10.5M 0.06% +14,571 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: 25,048 shares; 2024Q4: 21,468 shares; 2025Q1: 21,449 shares; 2025Q2: 20,933 shares; 2025Q3: 20,976 shares; 2025Q4: 22,634 shares 22,634 $10.5M 0.06% +1,658 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: 88,466 shares; 2024Q4: 87,292 shares; 2025Q1: 87,216 shares; 2025Q2: 95,529 shares; 2025Q3: 98,064 shares; 2025Q4: 95,222 shares 95,222 $10.5M 0.06% -2,842 Timeline GCOW 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: 19,417 shares; 2024Q4: 19,337 shares; 2025Q1: 18,931 shares; 2025Q2: 246,274 shares; 2025Q3: 261,145 shares; 2025Q4: 253,851 shares 253,851 $10.5M 0.06% -7,294 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: 68,073 shares; 2024Q4: 70,388 shares; 2025Q1: 72,174 shares; 2025Q2: 62,078 shares; 2025Q3: 93,338 shares; 2025Q4: 105,266 shares 105,266 $10.4M 0.06% +11,928 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,726 shares; 2024Q4: 93,431 shares; 2025Q1: 93,262 shares; 2025Q2: 96,818 shares; 2025Q3: 114,324 shares; 2025Q4: 119,037 shares 119,037 $10.4M 0.06% +4,713 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: 212,120 shares; 2024Q4: 239,231 shares; 2025Q1: 243,186 shares; 2025Q2: 167,593 shares; 2025Q3: 200,746 shares; 2025Q4: 238,544 shares 238,544 $10.4M 0.06% +37,798 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: 200,361 shares; 2024Q4: 223,648 shares; 2025Q1: 265,415 shares; 2025Q2: 297,309 shares; 2025Q3: 293,604 shares; 2025Q4: 299,822 shares 299,822 $10.4M 0.06% +6,218 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: 191,448 shares; 2024Q4: 201,388 shares; 2025Q1: 233,483 shares; 2025Q2: 244,714 shares; 2025Q3: 254,481 shares; 2025Q4: 261,705 shares 261,705 $10.3M 0.06% +7,224 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: 97,812 shares; 2024Q4: 99,708 shares; 2025Q1: 100,914 shares; 2025Q2: 100,339 shares; 2025Q3: 104,445 shares; 2025Q4: 111,445 shares 111,445 $10.3M 0.06% +7,000 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,851 shares 155,851 $10.2M 0.06% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,429 shares; 2024Q4: 419,752 shares; 2025Q1: 424,570 shares; 2025Q2: 425,232 shares; 2025Q3: 437,409 shares; 2025Q4: 443,345 shares 443,345 $10.2M 0.06% +5,936 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: 500 shares; 2025Q1: 680 shares; 2025Q2: 976 shares; 2025Q3: 4,980 shares; 2025Q4: 411,698 shares 411,698 $10.2M 0.06% +406,718 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: 126,394 shares; 2024Q4: 94,963 shares; 2025Q1: 88,933 shares; 2025Q2: 88,805 shares; 2025Q3: 83,268 shares; 2025Q4: 62,374 shares 62,374 $10.1M 0.06% -20,894 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: 12,343 shares; 2024Q4: 14,525 shares; 2025Q1: 17,087 shares; 2025Q2: 17,015 shares; 2025Q3: 16,172 shares; 2025Q4: 17,827 shares 17,827 $10.1M 0.06% +1,655 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,507 shares; 2024Q4: 75,969 shares; 2025Q1: 74,732 shares; 2025Q2: 74,464 shares; 2025Q3: 60,205 shares; 2025Q4: 63,373 shares 63,373 $10.1M 0.06% +3,168 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,940 shares; 2025Q2: 284,154 shares; 2025Q3: 337,227 shares; 2025Q4: 355,345 shares 355,345 $10.1M 0.06% +18,118 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: 149,127 shares; 2024Q4: 156,751 shares; 2025Q1: 166,188 shares; 2025Q2: 149,910 shares; 2025Q3: 130,253 shares; 2025Q4: 186,759 shares 186,759 $10.1M 0.06% +56,506 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: 211,074 shares; 2024Q4: 225,582 shares; 2025Q1: 256,860 shares; 2025Q2: 286,505 shares; 2025Q3: 202,904 shares; 2025Q4: 199,050 shares 199,050 $10.1M 0.06% -3,854 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: 22,482 shares; 2024Q4: 55,714 shares; 2025Q1: 88,728 shares; 2025Q2: 95,379 shares; 2025Q3: 87,964 shares; 2025Q4: 100,152 shares 100,152 $10M 0.06% +12,188 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: 568 shares; 2024Q4: 135,647 shares; 2025Q1: 190,890 shares; 2025Q2: 195,174 shares; 2025Q3: 202,610 shares; 2025Q4: 210,884 shares 210,884 $9.99M 0.05% +8,274 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: 416,636 shares; 2024Q4: 686,316 shares; 2025Q1: 601,905 shares; 2025Q2: 495,814 shares; 2025Q3: 497,699 shares; 2025Q4: 491,587 shares 491,587 $9.94M 0.05% -6,112 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,454 shares; 2024Q4: 245,166 shares; 2025Q1: 324,294 shares; 2025Q2: 206,535 shares; 2025Q3: 206,688 shares; 2025Q4: 217,061 shares 217,061 $9.9M 0.05% +10,373 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: 32,764 shares; 2024Q4: 33,372 shares; 2025Q1: 30,824 shares; 2025Q2: 79,329 shares; 2025Q3: 29,964 shares; 2025Q4: 28,256 shares 28,256 $9.89M 0.05% -1,708 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,202 shares; 2024Q4: 111,203 shares; 2025Q1: 126,019 shares; 2025Q2: 117,906 shares; 2025Q3: 156,967 shares; 2025Q4: 163,906 shares 163,906 $9.82M 0.05% +6,939 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,453 shares; 2024Q4: 169,840 shares; 2025Q1: 251,422 shares; 2025Q2: 189,762 shares; 2025Q3: 111,905 shares; 2025Q4: 87,390 shares 87,390 $9.63M 0.05% -24,515 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: 64,607 shares; 2024Q4: 65,444 shares; 2025Q1: 75,263 shares; 2025Q2: 80,709 shares; 2025Q3: 90,002 shares; 2025Q4: 105,084 shares 105,084 $9.61M 0.05% +15,082 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,603 shares; 2024Q4: 92,225 shares; 2025Q1: 56,084 shares; 2025Q2: 61,210 shares; 2025Q3: 78,186 shares; 2025Q4: 82,108 shares 82,108 $9.53M 0.05% +3,922 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,022 shares; 2024Q4: 33,598 shares; 2025Q1: 34,936 shares; 2025Q2: 36,081 shares; 2025Q3: 77,220 shares; 2025Q4: 77,304 shares 77,304 $9.38M 0.05% +84 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,679 shares; 2024Q4: 230,413 shares; 2025Q1: 217,445 shares; 2025Q2: 216,757 shares; 2025Q3: 214,737 shares; 2025Q4: 190,647 shares 190,647 $9.37M 0.05% -24,090 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 3,789 shares; 2025Q1: 8,219 shares; 2025Q2: 71,785 shares; 2025Q3: 126,594 shares; 2025Q4: 144,468 shares 144,468 $9.36M 0.05% +17,874 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: 43,718 shares; 2024Q4: 54,849 shares; 2025Q1: 89,256 shares; 2025Q2: 99,027 shares; 2025Q3: 126,391 shares; 2025Q4: 130,609 shares 130,609 $9.33M 0.05% +4,218 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: 154,240 shares; 2024Q4: 131,418 shares; 2025Q1: 152,271 shares; 2025Q2: 153,111 shares; 2025Q3: 156,242 shares; 2025Q4: 158,614 shares 158,614 $9.29M 0.05% +2,372 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,698 shares; 2024Q4: 35,214 shares; 2025Q1: 23,645 shares; 2025Q2: 29,533 shares; 2025Q3: 34,381 shares; 2025Q4: 57,547 shares 57,547 $9.28M 0.05% +23,166 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,540 shares; 2024Q4: 78,876 shares; 2025Q1: 70,414 shares; 2025Q2: 65,724 shares; 2025Q3: 62,491 shares; 2025Q4: 61,648 shares 61,648 $9.27M 0.05% -843 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,656 shares; 2024Q4: 67,936 shares; 2025Q1: 67,184 shares; 2025Q2: 67,133 shares; 2025Q3: 66,031 shares; 2025Q4: 65,635 shares 65,635 $9.26M 0.05% -396 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,465 shares; 2024Q4: 181,116 shares; 2025Q1: 185,608 shares; 2025Q2: 246,463 shares; 2025Q3: 247,680 shares; 2025Q4: 255,072 shares 255,072 $9.22M 0.05% +7,392 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: 60,023 shares; 2024Q4: 69,129 shares; 2025Q1: 78,558 shares; 2025Q2: 65,765 shares; 2025Q3: 79,049 shares; 2025Q4: 125,152 shares 125,152 $9.21M 0.05% +46,103 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,481 shares; 2025Q2: 41,305 shares; 2025Q3: 327,278 shares; 2025Q4: 358,697 shares 358,697 $9.14M 0.05% +31,419 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: 288,940 shares; 2024Q4: 310,132 shares; 2025Q1: 332,019 shares; 2025Q2: 346,522 shares; 2025Q3: 253,995 shares; 2025Q4: 283,906 shares 283,906 $9.1M 0.05% +29,911 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: 2,449 shares; 2024Q4: 2,339 shares; 2025Q1: 2,540 shares; 2025Q2: 2,598 shares; 2025Q3: 2,691 shares; 2025Q4: 2,674 shares 2,674 $9.07M 0.05% -17 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,164 shares; 2024Q4: 219,868 shares; 2025Q1: 205,322 shares; 2025Q2: 201,710 shares; 2025Q3: 200,444 shares; 2025Q4: 203,540 shares 203,540 $8.98M 0.05% +3,096 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,694 shares; 2024Q4: 147,552 shares; 2025Q1: 149,995 shares; 2025Q2: 162,752 shares; 2025Q3: 162,183 shares; 2025Q4: 161,048 shares 161,048 $8.95M 0.05% -1,135 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,548 shares; 2024Q4: 83,484 shares; 2025Q1: 66,062 shares; 2025Q2: 72,930 shares; 2025Q3: 93,330 shares; 2025Q4: 93,918 shares 93,918 $8.94M 0.05% +588 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: 147,091 shares; 2024Q4: 172,622 shares; 2025Q1: 187,947 shares; 2025Q2: 180,917 shares; 2025Q3: 164,826 shares; 2025Q4: 177,200 shares 177,200 $8.91M 0.05% +12,374 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,470 shares; 2024Q4: 128,980 shares; 2025Q1: 74,234 shares; 2025Q2: 138,214 shares; 2025Q3: 102,912 shares; 2025Q4: 174,574 shares 174,574 $8.88M 0.05% +71,662 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,000 shares; 2024Q4: 328,365 shares; 2025Q1: 298,629 shares; 2025Q2: 281,887 shares; 2025Q3: 288,261 shares; 2025Q4: 266,534 shares 266,534 $8.8M 0.05% -21,727 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,856 shares; 2024Q4: 337,713 shares; 2025Q1: 364,837 shares; 2025Q2: 386,094 shares; 2025Q3: 396,418 shares; 2025Q4: 407,510 shares 407,510 $8.78M 0.05% +11,092 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: 40,702 shares; 2024Q4: 45,818 shares; 2025Q1: 50,925 shares; 2025Q2: 48,773 shares; 2025Q3: 70,852 shares; 2025Q4: 71,364 shares 71,364 $8.76M 0.05% +512 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: 33,878 shares; 2024Q4: 34,392 shares; 2025Q1: 35,679 shares; 2025Q2: 37,053 shares; 2025Q3: 36,127 shares; 2025Q4: 39,621 shares 39,621 $8.71M 0.05% +3,494 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,150 shares; 2024Q4: 42,172 shares; 2025Q1: 41,574 shares; 2025Q2: 41,737 shares; 2025Q3: 37,418 shares; 2025Q4: 38,162 shares 38,162 $8.7M 0.05% +744 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: 125,676 shares; 2024Q4: 139,402 shares; 2025Q1: 131,433 shares; 2025Q2: 100,925 shares; 2025Q3: 101,893 shares; 2025Q4: 117,447 shares 117,447 $8.63M 0.05% +15,554 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: 104,590 shares; 2024Q4: 125,871 shares; 2025Q1: 133,198 shares; 2025Q2: 144,895 shares; 2025Q3: 137,720 shares; 2025Q4: 149,193 shares 149,193 $8.6M 0.05% +11,473 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,546 shares; 2024Q4: 51,445 shares; 2025Q1: 51,474 shares; 2025Q2: 53,366 shares; 2025Q3: 53,384 shares; 2025Q4: 54,669 shares 54,669 $8.56M 0.05% +1,285 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: 32,007 shares; 2024Q4: 37,342 shares; 2025Q1: 38,446 shares; 2025Q2: 51,565 shares; 2025Q3: 56,399 shares; 2025Q4: 52,924 shares 52,924 $8.52M 0.05% -3,475 Timeline LCF TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 9,140 shares; 2025Q1: 161,153 shares; 2025Q2: 164,629 shares; 2025Q3: 174,866 shares; 2025Q4: 200,706 shares 200,706 $8.48M 0.05% +25,840 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: 19,209 shares; 2024Q4: 22,152 shares; 2025Q1: 22,909 shares; 2025Q2: 32,956 shares; 2025Q3: 34,551 shares; 2025Q4: 34,721 shares 34,721 $8.41M 0.05% +170 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: 145,580 shares; 2024Q4: 154,015 shares; 2025Q1: 121,866 shares; 2025Q2: 108,106 shares; 2025Q3: 106,903 shares; 2025Q4: 97,986 shares 97,986 $8.4M 0.05% -8,917 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: 91,379 shares; 2024Q4: 120,517 shares; 2025Q1: 132,056 shares; 2025Q2: 147,265 shares; 2025Q3: 135,957 shares; 2025Q4: 139,714 shares 139,714 $8.4M 0.05% +3,757 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,007 shares; 2024Q4: 296,786 shares; 2025Q1: 296,651 shares; 2025Q2: 298,809 shares; 2025Q3: 300,932 shares; 2025Q4: 300,770 shares 300,770 $8.35M 0.05% -162 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,339 shares; 2024Q4: 154,179 shares; 2025Q1: 302,608 shares; 2025Q2: 165,351 shares; 2025Q3: 164,085 shares; 2025Q4: 165,099 shares 165,099 $8.29M 0.05% +1,014 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,636 shares; 2024Q4: 187,878 shares; 2025Q1: 184,794 shares; 2025Q2: 173,674 shares; 2025Q3: 173,921 shares; 2025Q4: 169,319 shares 169,319 $8.25M 0.05% -4,602 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,267 shares; 2024Q4: 98,546 shares; 2025Q1: 91,023 shares; 2025Q2: 91,718 shares; 2025Q3: 92,705 shares; 2025Q4: 92,365 shares 92,365 $8.24M 0.05% -340 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,006 shares; 2024Q4: 227,484 shares; 2025Q1: 166,444 shares; 2025Q2: 164,852 shares; 2025Q3: 166,495 shares; 2025Q4: 172,104 shares 172,104 $8.22M 0.05% +5,609 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: 19,386 shares; 2024Q4: 16,944 shares; 2025Q1: 19,375 shares; 2025Q2: 21,981 shares; 2025Q3: 24,350 shares; 2025Q4: 23,457 shares 23,457 $8.22M 0.05% -893 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,073 shares; 2024Q4: 159,306 shares; 2025Q1: 158,085 shares; 2025Q2: 158,599 shares; 2025Q3: 160,459 shares; 2025Q4: 152,309 shares 152,309 $8.2M 0.04% -8,150 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,083 shares; 2024Q4: 64,264 shares; 2025Q1: 62,691 shares; 2025Q2: 65,477 shares; 2025Q3: 85,913 shares; 2025Q4: 105,821 shares 105,821 $8.19M 0.04% +19,908 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,928 shares; 2024Q4: 78,777 shares; 2025Q1: 77,933 shares; 2025Q2: 117,733 shares; 2025Q3: 122,519 shares; 2025Q4: 125,140 shares 125,140 $8.15M 0.04% +2,621 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,929 shares; 2024Q4: 102,957 shares; 2025Q1: 97,265 shares; 2025Q2: 94,925 shares; 2025Q3: 63,178 shares; 2025Q4: 63,563 shares 63,563 $8.12M 0.04% +385 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,521 shares; 2024Q4: 227,812 shares; 2025Q1: 222,604 shares; 2025Q2: 223,138 shares; 2025Q3: 220,601 shares; 2025Q4: 216,989 shares 216,989 $8.11M 0.04% -3,612 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,543 shares; 2024Q4: 74,411 shares; 2025Q1: 72,440 shares; 2025Q2: 72,716 shares; 2025Q3: 72,177 shares; 2025Q4: 71,008 shares 71,008 $8.08M 0.04% -1,169 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,558 shares; 2024Q4: 318,962 shares; 2025Q1: 159,568 shares; 2025Q2: 157,184 shares; 2025Q3: 164,190 shares; 2025Q4: 165,675 shares 165,675 $8.06M 0.04% +1,485 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 24,668 shares; 2025Q1: 24,874 shares; 2025Q2: 24,211 shares; 2025Q3: 24,927 shares; 2025Q4: 25,674 shares 25,674 $8.03M 0.04% +747 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: 201,655 shares; 2024Q4: 83,829 shares; 2025Q1: 135,916 shares; 2025Q2: 95,447 shares; 2025Q3: 78,012 shares; 2025Q4: 103,054 shares 103,054 $8.01M 0.04% +25,042 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: 79,520 shares; 2024Q4: 79,561 shares; 2025Q1: 79,401 shares; 2025Q2: 61,130 shares; 2025Q3: 59,549 shares; 2025Q4: 58,497 shares 58,497 $8M 0.04% -1,052 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,767 shares; 2024Q4: 139,530 shares; 2025Q1: 153,319 shares; 2025Q2: 162,848 shares; 2025Q3: 129,375 shares; 2025Q4: 119,987 shares 119,987 $7.97M 0.04% -9,388 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,352 shares; 2024Q4: 132,122 shares; 2025Q1: 132,581 shares; 2025Q2: 156,890 shares; 2025Q3: 161,314 shares; 2025Q4: 161,182 shares 161,182 $7.97M 0.04% -132 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: 99,328 shares; 2024Q4: 94,783 shares; 2025Q1: 105,765 shares; 2025Q2: 112,099 shares; 2025Q3: 127,075 shares; 2025Q4: 123,801 shares 123,801 $7.89M 0.04% -3,274 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,756 shares; 2024Q4: 39,808 shares; 2025Q1: 41,033 shares; 2025Q2: 41,551 shares; 2025Q3: 27,361 shares; 2025Q4: 17,364 shares 17,364 $7.87M 0.04% -9,997 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 16,937 shares; 2025Q3: 224,480 shares; 2025Q4: 241,491 shares 241,491 $7.85M 0.04% +17,011 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,879 shares; 2024Q4: 97,759 shares; 2025Q1: 120,476 shares; 2025Q2: 124,564 shares; 2025Q3: 90,770 shares; 2025Q4: 97,670 shares 97,670 $7.84M 0.04% +6,900 Timeline IQQQ 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: 57,183 shares; 2024Q4: 135,045 shares; 2025Q1: 158,321 shares; 2025Q2: 160,064 shares; 2025Q3: 165,996 shares; 2025Q4: 175,346 shares 175,346 $7.8M 0.04% +9,350 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: 9,860 shares; 2024Q4: 9,968 shares; 2025Q1: 9,794 shares; 2025Q2: 13,633 shares; 2025Q3: 15,347 shares; 2025Q4: 18,418 shares 18,418 $7.77M 0.04% +3,071 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,453 shares; 2025Q1: 62,789 shares; 2025Q2: 66,006 shares; 2025Q3: 55,051 shares; 2025Q4: 53,963 shares 53,963 $7.76M 0.04% -1,088 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: 229,366 shares; 2024Q4: 206,223 shares; 2025Q1: 215,269 shares; 2025Q2: 181,480 shares; 2025Q3: 177,316 shares; 2025Q4: 174,985 shares 174,985 $7.76M 0.04% -2,331 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,839 shares; 2024Q4: 182,389 shares; 2025Q1: 202,069 shares; 2025Q2: 216,254 shares; 2025Q3: 245,678 shares; 2025Q4: 271,186 shares 271,186 $7.76M 0.04% +25,508 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: 22,904 shares; 2024Q4: 28,142 shares; 2025Q1: 29,485 shares; 2025Q2: 29,021 shares; 2025Q3: 37,325 shares; 2025Q4: 39,764 shares 39,764 $7.72M 0.04% +2,439 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,214 shares; 2024Q4: 68,541 shares; 2025Q1: 70,879 shares; 2025Q2: 75,591 shares; 2025Q3: 106,141 shares; 2025Q4: 103,730 shares 103,730 $7.71M 0.04% -2,411 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: 53,516 shares; 2024Q4: 54,376 shares; 2025Q1: 54,726 shares; 2025Q2: 54,190 shares; 2025Q3: 50,111 shares; 2025Q4: 47,637 shares 47,637 $7.7M 0.04% -2,474 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,028 shares; 2024Q4: 87,848 shares; 2025Q1: 88,804 shares; 2025Q2: 94,763 shares; 2025Q3: 91,047 shares; 2025Q4: 96,304 shares 96,304 $7.69M 0.04% +5,257 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,185 shares; 2024Q4: 44,324 shares; 2025Q1: 43,585 shares; 2025Q2: 47,199 shares; 2025Q3: 52,474 shares; 2025Q4: 54,261 shares 54,261 $7.48M 0.04% +1,787 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: 195,681 shares; 2024Q4: 203,113 shares; 2025Q1: 194,807 shares; 2025Q2: 189,324 shares; 2025Q3: 231,439 shares; 2025Q4: 271,939 shares 271,939 $7.48M 0.04% +40,500 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 26,292 shares; 2025Q1: 26,093 shares; 2025Q2: 133,148 shares; 2025Q3: 114,737 shares; 2025Q4: 116,115 shares 116,115 $7.47M 0.04% +1,378 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: 29,242 shares; 2024Q4: 29,925 shares; 2025Q1: 31,865 shares; 2025Q2: 34,755 shares; 2025Q3: 30,122 shares; 2025Q4: 29,414 shares 29,414 $7.46M 0.04% -708 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,189 shares; 2024Q4: 317,542 shares; 2025Q1: 219,082 shares; 2025Q2: 295,834 shares; 2025Q3: 296,752 shares; 2025Q4: 310,409 shares 310,409 $7.46M 0.04% +13,657 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 11,916 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,176 shares; 2025Q4: 64,211 shares 64,211 $7.35M 0.04% +52,035 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,608 shares; 2024Q4: 74,641 shares; 2025Q1: 75,147 shares; 2025Q2: 75,310 shares; 2025Q3: 76,539 shares; 2025Q4: 75,619 shares 75,619 $7.32M 0.04% -920 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: 15,342 shares; 2024Q4: 15,478 shares; 2025Q1: 15,843 shares; 2025Q2: 8,198 shares; 2025Q3: 9,407 shares; 2025Q4: 11,048 shares 11,048 $7.32M 0.04% +1,641 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,712 shares; 2024Q4: 229,660 shares; 2025Q1: 223,971 shares; 2025Q2: 225,635 shares; 2025Q3: 234,374 shares; 2025Q4: 237,653 shares 237,653 $7.3M 0.04% +3,279 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,107 shares; 2024Q4: 100,297 shares; 2025Q1: 81,897 shares; 2025Q2: 87,643 shares; 2025Q3: 84,871 shares; 2025Q4: 84,948 shares 84,948 $7.24M 0.04% +77 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,672 shares; 2024Q4: 393,330 shares; 2025Q1: 279,301 shares; 2025Q2: 275,478 shares; 2025Q3: 280,799 shares; 2025Q4: 286,283 shares 286,283 $7.21M 0.04% +5,484 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,250 shares; 2024Q4: 117,120 shares; 2025Q1: 125,613 shares; 2025Q2: 133,204 shares; 2025Q3: 136,606 shares; 2025Q4: 144,224 shares 144,224 $7.2M 0.04% +7,618 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 18,123 shares; 2025Q1: 22,247 shares; 2025Q2: 31,207 shares; 2025Q3: 47,870 shares; 2025Q4: 57,903 shares 57,903 $7.19M 0.04% +10,033 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,789 shares; 2025Q3: 213,755 shares; 2025Q4: 74,208 shares 74,208 $7.18M 0.04% -139,547 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,046 shares; 2025Q1: 16,832 shares; 2025Q2: 17,077 shares; 2025Q3: 99,577 shares; 2025Q4: 132,620 shares 132,620 $7.17M 0.04% +33,043 Timeline VUSB 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: 111,932 shares; 2024Q4: 118,339 shares; 2025Q1: 109,615 shares; 2025Q2: 107,059 shares; 2025Q3: 135,978 shares; 2025Q4: 142,574 shares 142,574 $7.11M 0.04% +6,596 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,582 shares 49,582 $7.1M 0.04% new Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,681 shares; 2024Q4: 17,246 shares; 2025Q1: 21,090 shares; 2025Q2: 23,698 shares; 2025Q3: 23,928 shares; 2025Q4: 24,150 shares 24,150 $7.05M 0.04% +222 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,423 shares; 2024Q4: 165,577 shares; 2025Q1: 169,727 shares; 2025Q2: 169,148 shares; 2025Q3: 173,465 shares; 2025Q4: 173,868 shares 173,868 $7.05M 0.04% +403 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,257 shares; 2024Q4: 228,622 shares; 2025Q1: 233,676 shares; 2025Q2: 205,614 shares; 2025Q3: 202,779 shares; 2025Q4: 189,883 shares 189,883 $7.03M 0.04% -12,896 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,699 shares; 2024Q4: 101,212 shares; 2025Q1: 113,792 shares; 2025Q2: 159,074 shares; 2025Q3: 162,016 shares; 2025Q4: 164,474 shares 164,474 $6.99M 0.04% +2,458 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,090 shares; 2024Q4: 102,023 shares; 2025Q1: 104,832 shares; 2025Q2: 119,509 shares; 2025Q3: 122,549 shares; 2025Q4: 104,366 shares 104,366 $6.97M 0.04% -18,183 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,377 shares; 2024Q4: 45,960 shares; 2025Q1: 70,421 shares; 2025Q2: 76,715 shares; 2025Q3: 75,639 shares; 2025Q4: 104,878 shares 104,878 $6.96M 0.04% +29,239 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,378 shares; 2025Q1: 50,759 shares; 2025Q2: 53,032 shares; 2025Q3: 56,965 shares; 2025Q4: 61,294 shares 61,294 $6.96M 0.04% +4,329 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: 27,873 shares; 2024Q4: 28,489 shares; 2025Q1: 28,906 shares; 2025Q2: 29,061 shares; 2025Q3: 28,334 shares; 2025Q4: 28,181 shares 28,181 $6.94M 0.04% -153 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: 50,287 shares; 2024Q4: 56,066 shares; 2025Q1: 66,373 shares; 2025Q2: 57,208 shares; 2025Q3: 58,981 shares; 2025Q4: 136,222 shares 136,222 $6.92M 0.04% +77,241 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,629 shares; 2024Q4: 29,024 shares; 2025Q1: 26,296 shares; 2025Q2: 59,981 shares; 2025Q3: 51,948 shares; 2025Q4: 65,741 shares 65,741 $6.88M 0.04% +13,793 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,971 shares; 2024Q4: 176,513 shares; 2025Q1: 154,541 shares; 2025Q2: 197,955 shares; 2025Q3: 210,407 shares; 2025Q4: 210,151 shares 210,151 $6.86M 0.04% -256 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,927 shares; 2025Q2: 229,093 shares; 2025Q3: 242,540 shares; 2025Q4: 174,351 shares 174,351 $6.83M 0.04% -68,189 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: 10,455 shares; 2024Q4: 11,384 shares; 2025Q1: 11,228 shares; 2025Q2: 11,085 shares; 2025Q3: 11,705 shares; 2025Q4: 11,928 shares 11,928 $6.8M 0.04% +223 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares 9 $6.79M 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,732 shares; 2024Q4: 19,002 shares; 2025Q1: 19,634 shares; 2025Q2: 20,690 shares; 2025Q3: 21,659 shares; 2025Q4: 25,413 shares 25,413 $6.67M 0.04% +3,754 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 36,830 shares; 2025Q1: 72,168 shares; 2025Q2: 90,274 shares; 2025Q3: 138,992 shares; 2025Q4: 168,404 shares 168,404 $6.67M 0.04% +29,412 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: 40,568 shares; 2024Q4: 41,020 shares; 2025Q1: 39,977 shares; 2025Q2: 36,305 shares; 2025Q3: 40,944 shares; 2025Q4: 41,368 shares 41,368 $6.62M 0.04% +424 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: 104,415 shares; 2024Q4: 118,675 shares; 2025Q1: 148,780 shares; 2025Q2: 180,719 shares; 2025Q3: 169,832 shares; 2025Q4: 140,518 shares 140,518 $6.61M 0.04% -29,314 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 647 shares; 2025Q2: 7,829 shares; 2025Q3: 200,762 shares; 2025Q4: 216,128 shares 216,128 $6.59M 0.04% +15,366 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: 7,586 shares; 2024Q4: 7,837 shares; 2025Q1: 7,230 shares; 2025Q2: 7,860 shares; 2025Q3: 7,170 shares; 2025Q4: 4,943 shares 4,943 $6.57M 0.04% -2,227 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: 32,129 shares; 2024Q4: 41,267 shares; 2025Q1: 45,649 shares; 2025Q2: 36,167 shares; 2025Q3: 36,348 shares; 2025Q4: 37,821 shares 37,821 $6.54M 0.04% +1,473 Timeline BSJS 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: 383,151 shares; 2024Q4: 328,959 shares; 2025Q1: 324,102 shares; 2025Q2: 307,039 shares; 2025Q3: 283,384 shares; 2025Q4: 296,084 shares 296,084 $6.51M 0.04% +12,700 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: 35,071 shares; 2024Q4: 38,542 shares; 2025Q1: 45,497 shares; 2025Q2: 45,915 shares; 2025Q3: 49,372 shares; 2025Q4: 50,418 shares 50,418 $6.43M 0.04% +1,046 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: 46,875 shares; 2024Q4: 65,821 shares; 2025Q1: 66,906 shares; 2025Q2: 79,297 shares; 2025Q3: 67,479 shares; 2025Q4: 44,227 shares 44,227 $6.4M 0.04% -23,252 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,796 shares; 2025Q3: 154,877 shares; 2025Q4: 164,696 shares 164,696 $6.35M 0.03% +9,819 Timeline COPX 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: 4,994 shares; 2024Q4: 5,244 shares; 2025Q1: 90,440 shares; 2025Q2: 89,816 shares; 2025Q3: 82,984 shares; 2025Q4: 88,375 shares 88,375 $6.34M 0.03% +5,391 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,971 shares; 2024Q4: 24,231 shares; 2025Q1: 22,170 shares; 2025Q2: 20,069 shares; 2025Q3: 20,229 shares; 2025Q4: 20,433 shares 20,433 $6.34M 0.03% +204 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: not reported; 2024Q4: 412 shares; 2025Q1: 16,271 shares; 2025Q2: 33,748 shares; 2025Q3: 36,493 shares; 2025Q4: 63,272 shares 63,272 $6.28M 0.03% +26,779 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,339 shares; 2024Q4: 76,455 shares; 2025Q1: 78,002 shares; 2025Q2: 82,300 shares; 2025Q3: 90,604 shares; 2025Q4: 85,053 shares 85,053 $6.26M 0.03% -5,551 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,502 shares; 2024Q4: 202,662 shares; 2025Q1: 236,021 shares; 2025Q2: 245,290 shares; 2025Q3: 256,532 shares; 2025Q4: 237,698 shares 237,698 $6.26M 0.03% -18,834 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,199 shares; 2025Q1: 2,237 shares; 2025Q2: 2,679 shares; 2025Q3: 2,869 shares; 2025Q4: 2,906 shares 2,906 $6.25M 0.03% +37 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: 25,634 shares; 2024Q4: 35,345 shares; 2025Q1: 48,387 shares; 2025Q2: 48,102 shares; 2025Q3: 47,873 shares; 2025Q4: 61,552 shares 61,552 $6.21M 0.03% +13,679 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 2,072 shares; 2025Q1: 1,830 shares; 2025Q2: 1,310 shares; 2025Q3: 10,482 shares; 2025Q4: 10,655 shares 10,655 $6.19M 0.03% +173 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,656 shares; 2024Q4: 123,691 shares; 2025Q1: 125,187 shares; 2025Q2: 167,446 shares; 2025Q3: 180,032 shares; 2025Q4: 207,929 shares 207,929 $6.14M 0.03% +27,897 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,632 shares; 2024Q4: 28,320 shares; 2025Q1: 28,366 shares; 2025Q2: 28,998 shares; 2025Q3: 33,947 shares; 2025Q4: 36,382 shares 36,382 $6.14M 0.03% +2,435 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 949 shares; 2025Q1: 104,651 shares; 2025Q2: 111,903 shares; 2025Q3: 128,987 shares; 2025Q4: 119,833 shares 119,833 $6.13M 0.03% -9,154 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,970 shares; 2024Q4: 28,448 shares; 2025Q1: 27,660 shares; 2025Q2: 28,543 shares; 2025Q3: 33,206 shares; 2025Q4: 34,173 shares 34,173 $6.13M 0.03% +967 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,158 shares; 2024Q4: 166,038 shares; 2025Q1: 65,923 shares; 2025Q2: 75,299 shares; 2025Q3: 99,227 shares; 2025Q4: 103,296 shares 103,296 $6.12M 0.03% +4,069 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: 15,676 shares; 2024Q4: 16,229 shares; 2025Q1: 17,007 shares; 2025Q2: 18,053 shares; 2025Q3: 19,798 shares; 2025Q4: 20,603 shares 20,603 $6.1M 0.03% +805 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 5,418 shares; 2025Q1: 6,044 shares; 2025Q2: 6,200 shares; 2025Q3: 7,001 shares; 2025Q4: 7,377 shares 7,377 $6.05M 0.03% +376 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: 18,219 shares; 2024Q4: 21,265 shares; 2025Q1: 21,461 shares; 2025Q2: 20,404 shares; 2025Q3: 20,523 shares; 2025Q4: 20,717 shares 20,717 $6.01M 0.03% +194 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,625 shares; 2024Q4: 214,353 shares; 2025Q1: 215,594 shares; 2025Q2: 222,649 shares; 2025Q3: 224,382 shares; 2025Q4: 226,331 shares 226,331 $6M 0.03% +1,949 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: not reported; 2025Q4: 217,583 shares 217,583 $5.98M 0.03% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 11,547 shares; 2025Q1: 35,016 shares; 2025Q2: 37,130 shares; 2025Q3: 41,773 shares; 2025Q4: 35,225 shares 35,225 $5.97M 0.03% -6,548 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: 29,537 shares; 2024Q4: 30,731 shares; 2025Q1: 28,698 shares; 2025Q2: 34,465 shares; 2025Q3: 35,023 shares; 2025Q4: 36,311 shares 36,311 $5.91M 0.03% +1,288 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: 18,517 shares; 2024Q4: 19,532 shares; 2025Q1: 20,231 shares; 2025Q2: 20,271 shares; 2025Q3: 21,077 shares; 2025Q4: 20,437 shares 20,437 $5.9M 0.03% -640 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: 18,586 shares; 2024Q4: 18,349 shares; 2025Q1: 18,789 shares; 2025Q2: 18,762 shares; 2025Q3: 21,880 shares; 2025Q4: 21,668 shares 21,668 $5.83M 0.03% -212 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,600 shares; 2024Q4: 57,498 shares; 2025Q1: 57,685 shares; 2025Q2: 57,348 shares; 2025Q3: 53,583 shares; 2025Q4: 54,466 shares 54,466 $5.78M 0.03% +883 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,185 shares; 2024Q4: 47,216 shares; 2025Q1: 46,872 shares; 2025Q2: 47,680 shares; 2025Q3: 55,011 shares; 2025Q4: 53,509 shares 53,509 $5.71M 0.03% -1,502 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,645 shares; 2024Q4: 84,945 shares; 2025Q1: 92,740 shares; 2025Q2: 135,474 shares; 2025Q3: 159,271 shares; 2025Q4: 292,809 shares 292,809 $5.65M 0.03% +133,538 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,552 shares; 2024Q4: 112,592 shares; 2025Q1: 111,961 shares; 2025Q2: 123,683 shares; 2025Q3: 85,676 shares; 2025Q4: 84,310 shares 84,310 $5.64M 0.03% -1,366 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: 221,875 shares; 2024Q4: 247,973 shares; 2025Q1: 266,992 shares; 2025Q2: 264,808 shares; 2025Q3: 191,758 shares; 2025Q4: 152,898 shares 152,898 $5.64M 0.03% -38,860 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,860 shares; 2024Q4: 72,827 shares; 2025Q1: 57,204 shares; 2025Q2: 64,212 shares; 2025Q3: 78,450 shares; 2025Q4: 70,894 shares 70,894 $5.6M 0.03% -7,556 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 8,058 shares; 2025Q1: 8,431 shares; 2025Q2: 12,239 shares; 2025Q3: 12,107 shares; 2025Q4: 11,914 shares 11,914 $5.6M 0.03% -193 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,821 shares; 2024Q4: 117,091 shares; 2025Q1: 105,973 shares; 2025Q2: 108,237 shares; 2025Q3: 107,218 shares; 2025Q4: 114,547 shares 114,547 $5.58M 0.03% +7,329 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,686 shares; 2024Q4: 60,990 shares; 2025Q1: 54,796 shares; 2025Q2: 54,121 shares; 2025Q3: 54,452 shares; 2025Q4: 53,152 shares 53,152 $5.53M 0.03% -1,300 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: 39,345 shares; 2024Q4: 40,478 shares; 2025Q1: 43,974 shares; 2025Q2: 45,294 shares; 2025Q3: 51,500 shares; 2025Q4: 48,957 shares 48,957 $5.53M 0.03% -2,543 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: 129,148 shares; 2024Q4: 123,413 shares; 2025Q1: 115,878 shares; 2025Q2: 108,975 shares; 2025Q3: 153,541 shares; 2025Q4: 149,719 shares 149,719 $5.52M 0.03% -3,822 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 14,028 shares; 2025Q1: 42,104 shares; 2025Q2: 28,112 shares; 2025Q3: 45,605 shares; 2025Q4: 48,847 shares 48,847 $5.52M 0.03% +3,242 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,577 shares; 2024Q4: 88,221 shares; 2025Q1: 71,759 shares; 2025Q2: 64,706 shares; 2025Q3: 77,173 shares; 2025Q4: 87,544 shares 87,544 $5.47M 0.03% +10,371 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,381 shares; 2024Q4: 383,226 shares; 2025Q1: 382,020 shares; 2025Q2: 346,068 shares; 2025Q3: 356,115 shares; 2025Q4: 243,139 shares 243,139 $5.46M 0.03% -112,976 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: 82,990 shares 82,990 $5.43M 0.03% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,644 shares; 2024Q4: 66,474 shares; 2025Q1: 66,573 shares; 2025Q2: 70,887 shares; 2025Q3: 71,333 shares; 2025Q4: 72,366 shares 72,366 $5.42M 0.03% +1,033 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: 16,169 shares; 2024Q4: 16,932 shares; 2025Q1: 16,974 shares; 2025Q2: 17,951 shares; 2025Q3: 18,394 shares; 2025Q4: 18,582 shares 18,582 $5.37M 0.03% +188 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,635 shares; 2024Q4: 236,005 shares; 2025Q1: 231,176 shares; 2025Q2: 208,733 shares; 2025Q3: 198,354 shares; 2025Q4: 211,304 shares 211,304 $5.35M 0.03% +12,950 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,758 shares; 2024Q4: 92,048 shares; 2025Q1: 117,107 shares; 2025Q2: 143,719 shares; 2025Q3: 168,711 shares; 2025Q4: 181,431 shares 181,431 $5.33M 0.03% +12,720 Timeline DGS 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: 101,781 shares; 2024Q4: 103,133 shares; 2025Q1: 93,834 shares; 2025Q2: 95,420 shares; 2025Q3: 91,605 shares; 2025Q4: 92,788 shares 92,788 $5.31M 0.03% +1,183 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: 27,853 shares; 2024Q4: 29,576 shares; 2025Q1: 32,082 shares; 2025Q2: 33,461 shares; 2025Q3: 39,898 shares; 2025Q4: 41,057 shares 41,057 $5.24M 0.03% +1,159 Timeline CGW 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: 79,812 shares; 2024Q4: 80,497 shares; 2025Q1: 81,761 shares; 2025Q2: 83,171 shares; 2025Q3: 83,874 shares; 2025Q4: 83,035 shares 83,035 $5.23M 0.03% -839 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,665 shares; 2024Q4: 364,423 shares; 2025Q1: 332,866 shares; 2025Q2: 331,076 shares; 2025Q3: 331,798 shares; 2025Q4: 219,042 shares 219,042 $5.18M 0.03% -112,756 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: 14,752 shares; 2024Q4: 12,928 shares; 2025Q1: 17,527 shares; 2025Q2: 17,106 shares; 2025Q3: 23,481 shares; 2025Q4: 28,308 shares 28,308 $5.15M 0.03% +4,827 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,492 shares; 2024Q4: 83,813 shares; 2025Q1: 76,529 shares; 2025Q2: 88,734 shares; 2025Q3: 105,652 shares; 2025Q4: 116,498 shares 116,498 $5.15M 0.03% +10,846 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,102 shares; 2024Q4: 20,138 shares; 2025Q1: 19,686 shares; 2025Q2: 35,976 shares; 2025Q3: 36,426 shares; 2025Q4: 36,334 shares 36,334 $5.14M 0.03% -92 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,216 shares; 2024Q4: 86,011 shares; 2025Q1: 94,198 shares; 2025Q2: 171,799 shares; 2025Q3: 209,222 shares; 2025Q4: 222,231 shares 222,231 $5.13M 0.03% +13,009 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,269 shares; 2024Q4: 115,457 shares; 2025Q1: 123,143 shares; 2025Q2: 125,512 shares; 2025Q3: 122,057 shares; 2025Q4: 111,739 shares 111,739 $5.13M 0.03% -10,318 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,166 shares; 2024Q4: 50,599 shares; 2025Q1: 50,102 shares; 2025Q2: 49,943 shares; 2025Q3: 54,639 shares; 2025Q4: 53,507 shares 53,507 $5.1M 0.03% -1,132 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: 59,903 shares; 2024Q4: 59,060 shares; 2025Q1: 45,352 shares; 2025Q2: 44,512 shares; 2025Q3: 49,339 shares; 2025Q4: 32,911 shares 32,911 $5.09M 0.03% -16,428 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 75,813 shares 75,813 $5.09M 0.03% +72,317 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: 27,214 shares; 2024Q4: 31,559 shares; 2025Q1: 31,582 shares; 2025Q2: 30,668 shares; 2025Q3: 30,488 shares; 2025Q4: 28,924 shares 28,924 $5.08M 0.03% -1,564 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: 94,242 shares; 2024Q4: 45,061 shares; 2025Q1: 49,954 shares; 2025Q2: 50,921 shares; 2025Q3: 53,234 shares; 2025Q4: 55,073 shares 55,073 $5.06M 0.03% +1,839 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,235 shares; 2024Q4: 38,435 shares; 2025Q1: 39,184 shares; 2025Q2: 42,145 shares; 2025Q3: 44,999 shares; 2025Q4: 27,233 shares 27,233 $5.05M 0.03% -17,766 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,667 shares; 2024Q4: 82,930 shares; 2025Q1: 79,036 shares; 2025Q2: 84,178 shares; 2025Q3: 190,470 shares; 2025Q4: 226,554 shares 226,554 $5.05M 0.03% +36,084 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 204,193 shares; 2025Q2: 201,291 shares; 2025Q3: 208,097 shares; 2025Q4: 214,430 shares 214,430 $5.02M 0.03% +6,333 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: 247,043 shares; 2024Q4: 276,003 shares; 2025Q1: 300,748 shares; 2025Q2: 333,138 shares; 2025Q3: 349,010 shares; 2025Q4: 401,940 shares 401,940 $5M 0.03% +52,930 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: 57,590 shares; 2024Q4: 63,462 shares; 2025Q1: 67,577 shares; 2025Q2: 82,733 shares; 2025Q3: 81,682 shares; 2025Q4: 97,254 shares 97,254 $4.92M 0.03% +15,572 Timeline EWG 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: 5,203 shares; 2024Q4: 5,662 shares; 2025Q1: 68,066 shares; 2025Q2: 327,138 shares; 2025Q3: 314,230 shares; 2025Q4: 115,641 shares 115,641 $4.91M 0.03% -198,589 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,020 shares; 2024Q4: 80,739 shares; 2025Q1: 79,599 shares; 2025Q2: 109,059 shares; 2025Q3: 123,123 shares; 2025Q4: 124,096 shares 124,096 $4.91M 0.03% +973 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,626 shares; 2025Q2: 56,819 shares; 2025Q3: 62,600 shares; 2025Q4: 63,172 shares 63,172 $4.91M 0.03% +572 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,285 shares; 2024Q4: 34,730 shares; 2025Q1: 151,747 shares; 2025Q2: 106,331 shares; 2025Q3: 111,068 shares; 2025Q4: 118,406 shares 118,406 $4.9M 0.03% +7,338 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: 29,865 shares; 2024Q4: 28,223 shares; 2025Q1: 38,630 shares; 2025Q2: 35,132 shares; 2025Q3: 43,394 shares; 2025Q4: 34,689 shares 34,689 $4.89M 0.03% -8,705 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,778 shares; 2025Q1: 5,733 shares; 2025Q2: 30,854 shares; 2025Q3: 32,767 shares; 2025Q4: 33,016 shares 33,016 $4.89M 0.03% +249 Timeline BJAN 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: 244 shares; 2024Q4: 1,076 shares; 2025Q1: 96,419 shares; 2025Q2: 97,227 shares; 2025Q3: 97,090 shares; 2025Q4: 88,727 shares 88,727 $4.88M 0.03% -8,363 Timeline PFXF 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: 186,142 shares; 2024Q4: 204,870 shares; 2025Q1: 277,227 shares; 2025Q2: 278,173 shares; 2025Q3: 275,742 shares; 2025Q4: 275,973 shares 275,973 $4.87M 0.03% +231 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: 37,050 shares; 2024Q4: 40,190 shares; 2025Q1: 41,079 shares; 2025Q2: 44,217 shares; 2025Q3: 45,475 shares; 2025Q4: 43,365 shares 43,365 $4.86M 0.03% -2,110 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,320 shares; 2024Q4: 11,615 shares; 2025Q1: 11,504 shares; 2025Q2: 11,970 shares; 2025Q3: 30,617 shares; 2025Q4: 31,599 shares 31,599 $4.84M 0.03% +982 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,278 shares; 2024Q4: 106,201 shares; 2025Q1: 107,457 shares; 2025Q2: 113,524 shares; 2025Q3: 109,259 shares; 2025Q4: 108,238 shares 108,238 $4.83M 0.03% -1,021 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: 90,825 shares; 2024Q4: 62,105 shares; 2025Q1: 60,615 shares; 2025Q2: 59,676 shares; 2025Q3: 59,664 shares; 2025Q4: 60,856 shares 60,856 $4.83M 0.03% +1,192 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,443 shares; 2024Q4: 20,731 shares; 2025Q1: 238,415 shares; 2025Q2: 277,332 shares; 2025Q3: 326,368 shares; 2025Q4: 335,989 shares 335,989 $4.82M 0.03% +9,621 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,690 shares; 2024Q4: 179,349 shares; 2025Q1: 182,774 shares; 2025Q2: 163,360 shares; 2025Q3: 179,009 shares; 2025Q4: 182,024 shares 182,024 $4.82M 0.03% +3,015 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 14,827 shares; 2025Q1: 79,175 shares; 2025Q2: 90,084 shares; 2025Q3: 98,639 shares; 2025Q4: 117,457 shares 117,457 $4.8M 0.03% +18,818 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: 362,541 shares; 2024Q4: 374,374 shares; 2025Q1: 397,626 shares; 2025Q2: 399,646 shares; 2025Q3: 266,063 shares; 2025Q4: 290,089 shares 290,089 $4.78M 0.03% +24,026 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,360 shares; 2025Q1: 4,534 shares; 2025Q2: 4,489 shares; 2025Q3: 4,535 shares; 2025Q4: 4,730 shares 4,730 $4.77M 0.03% +195 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: 1,880 shares; 2024Q4: 13,941 shares; 2025Q1: 20,586 shares; 2025Q2: 15,755 shares; 2025Q3: 38,344 shares; 2025Q4: 39,583 shares 39,583 $4.72M 0.03% +1,239 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,423 shares; 2025Q3: 161,022 shares; 2025Q4: 178,879 shares 178,879 $4.71M 0.03% +17,857 Timeline EMLC 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: 131,189 shares; 2024Q4: 204,590 shares; 2025Q1: 176,503 shares; 2025Q2: 186,536 shares; 2025Q3: 189,877 shares; 2025Q4: 182,401 shares 182,401 $4.71M 0.03% -7,476 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: 17,167 shares; 2024Q4: 15,637 shares; 2025Q1: 14,934 shares; 2025Q2: 38,091 shares; 2025Q3: 35,454 shares; 2025Q4: 34,360 shares 34,360 $4.66M 0.03% -1,094 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,175 shares; 2025Q1: 65,493 shares; 2025Q2: 74,845 shares; 2025Q3: 80,397 shares; 2025Q4: 81,101 shares 81,101 $4.63M 0.03% +704 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,005 shares; 2024Q4: 16,477 shares; 2025Q1: 18,217 shares; 2025Q2: 28,836 shares; 2025Q3: 91,560 shares; 2025Q4: 101,633 shares 101,633 $4.62M 0.03% +10,073 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,637 shares; 2024Q4: 35,206 shares; 2025Q1: 33,901 shares; 2025Q2: 31,065 shares; 2025Q3: 30,175 shares; 2025Q4: 30,691 shares 30,691 $4.61M 0.03% +516 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 6,589 shares; 2025Q1: 7,085 shares; 2025Q2: 6,432 shares; 2025Q3: 6,268 shares; 2025Q4: 5,694 shares 5,694 $4.61M 0.03% -574 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: 89,178 shares; 2024Q4: 92,381 shares; 2025Q1: 102,030 shares; 2025Q2: 106,110 shares; 2025Q3: 113,894 shares; 2025Q4: 110,889 shares 110,889 $4.58M 0.03% -3,005 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,702 shares; 2024Q4: 12,932 shares; 2025Q1: 8,587 shares; 2025Q2: 7,469 shares; 2025Q3: 13,526 shares; 2025Q4: 16,622 shares 16,622 $4.58M 0.03% +3,096 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,035 shares; 2024Q4: 22,754 shares; 2025Q1: 22,475 shares; 2025Q2: 21,717 shares; 2025Q3: 31,077 shares; 2025Q4: 21,493 shares 21,493 $4.54M 0.02% -9,584 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,974 shares; 2025Q1: 5,099 shares; 2025Q2: 4,705 shares; 2025Q3: 4,087 shares; 2025Q4: 4,995 shares 4,995 $4.53M 0.02% +908 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,716 shares; 2024Q4: 108,103 shares; 2025Q1: 113,418 shares; 2025Q2: 130,598 shares; 2025Q3: 149,964 shares; 2025Q4: 161,197 shares 161,197 $4.52M 0.02% +11,233 Timeline