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: 1,113,008 shares; 2024Q4: 1,080,549 shares; 2025Q1: 1,003,364 shares; 2025Q2: 1,048,467 shares; 2025Q3: 1,095,288 shares; 2025Q4: 1,103,868 shares 1,103,868 $300M 3.39% +8,580 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: 1,159,770 shares; 2024Q4: 1,177,296 shares; 2025Q1: 1,110,655 shares; 2025Q2: 1,309,696 shares; 2025Q3: 1,353,322 shares; 2025Q4: 1,365,283 shares 1,365,283 $255M 2.88% +11,961 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: 351,411 shares; 2024Q4: 355,010 shares; 2025Q1: 336,868 shares; 2025Q2: 340,556 shares; 2025Q3: 334,850 shares; 2025Q4: 350,712 shares 350,712 $239M 2.7% +15,862 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: 335,531 shares; 2024Q4: 330,366 shares; 2025Q1: 306,506 shares; 2025Q2: 321,519 shares; 2025Q3: 339,315 shares; 2025Q4: 342,723 shares 342,723 $235M 2.65% +3,408 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: 461,525 shares; 2024Q4: 445,830 shares; 2025Q1: 409,518 shares; 2025Q2: 366,921 shares; 2025Q3: 376,873 shares; 2025Q4: 372,650 shares 372,650 $234M 2.64% -4,223 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: 348,839 shares; 2024Q4: 345,682 shares; 2025Q1: 323,734 shares; 2025Q2: 342,309 shares; 2025Q3: 368,203 shares; 2025Q4: 374,629 shares 374,629 $181M 2.05% +6,426 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: 587,908 shares; 2024Q4: 588,341 shares; 2025Q1: 555,968 shares; 2025Q2: 595,069 shares; 2025Q3: 620,920 shares; 2025Q4: 624,110 shares 624,110 $144M 1.63% +3,190 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: 216,562 shares; 2024Q4: 216,786 shares; 2025Q1: 196,041 shares; 2025Q2: 202,542 shares; 2025Q3: 225,367 shares; 2025Q4: 231,510 shares 231,510 $142M 1.61% +6,143 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: 1,073,574 shares; 2024Q4: 1,187,370 shares; 2025Q1: 1,357,466 shares; 2025Q2: 1,454,766 shares; 2025Q3: 1,513,741 shares; 2025Q4: 1,566,678 shares 1,566,678 $116M 1.31% +52,937 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: 334,330 shares; 2024Q4: 333,011 shares; 2025Q1: 311,183 shares; 2025Q2: 307,067 shares; 2025Q3: 318,950 shares; 2025Q4: 329,150 shares 329,150 $103M 1.16% +10,200 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: 926,990 shares; 2024Q4: 1,045,739 shares; 2025Q1: 988,937 shares; 2025Q2: 1,025,631 shares; 2025Q3: 1,143,391 shares; 2025Q4: 1,501,986 shares 1,501,986 $101M 1.14% +358,595 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: 1,403,515 shares; 2024Q4: 1,466,260 shares; 2025Q1: 1,314,715 shares; 2025Q2: 1,196,326 shares; 2025Q3: 1,229,031 shares; 2025Q4: 1,220,417 shares 1,220,417 $101M 1.14% -8,614 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: 1,267,963 shares; 2024Q4: 1,110,251 shares; 2025Q1: 1,099,524 shares; 2025Q2: 950,174 shares; 2025Q3: 975,108 shares; 2025Q4: 1,249,128 shares 1,249,128 $100M 1.13% +274,020 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: 658,514 shares; 2024Q4: 669,421 shares; 2025Q1: 626,777 shares; 2025Q2: 646,359 shares; 2025Q3: 646,597 shares; 2025Q4: 639,184 shares 639,184 $91.7M 1.04% -7,413 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: 214,268 shares; 2024Q4: 215,280 shares; 2025Q1: 218,303 shares; 2025Q2: 221,449 shares; 2025Q3: 243,498 shares; 2025Q4: 236,329 shares 236,329 $79.2M 0.9% -7,169 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: 201,844 shares; 2024Q4: 196,986 shares; 2025Q1: 191,432 shares; 2025Q2: 212,859 shares; 2025Q3: 221,788 shares; 2025Q4: 228,844 shares 228,844 $79.2M 0.9% +7,056 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810,946 shares; 2024Q4: 812,359 shares; 2025Q1: 798,657 shares; 2025Q2: 820,469 shares; 2025Q3: 935,985 shares; 2025Q4: 949,168 shares 949,168 $78.3M 0.89% +13,183 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: 101,419 shares; 2024Q4: 101,635 shares; 2025Q1: 97,269 shares; 2025Q2: 101,297 shares; 2025Q3: 110,789 shares; 2025Q4: 116,773 shares 116,773 $77.1M 0.87% +5,984 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: 546,437 shares; 2024Q4: 527,427 shares; 2025Q1: 513,098 shares; 2025Q2: 472,941 shares; 2025Q3: 468,336 shares; 2025Q4: 367,584 shares 367,584 $76.9M 0.87% -100,752 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: 249,556 shares; 2024Q4: 279,734 shares; 2025Q1: 199,868 shares; 2025Q2: 204,079 shares; 2025Q3: 216,584 shares; 2025Q4: 235,593 shares 235,593 $75.9M 0.86% +19,009 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: 1,103,432 shares; 2024Q4: 1,113,256 shares; 2025Q1: 1,106,990 shares; 2025Q2: 1,090,149 shares; 2025Q3: 1,122,716 shares; 2025Q4: 1,068,771 shares 1,068,771 $70.5M 0.8% -53,945 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: 158,591 shares; 2024Q4: 635,044 shares; 2025Q1: 827,593 shares; 2025Q2: 836,476 shares; 2025Q3: 1,013,268 shares; 2025Q4: 1,127,752 shares 1,127,752 $68.6M 0.78% +114,484 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: 1,132,623 shares; 2024Q4: 1,154,334 shares; 2025Q1: 1,529,574 shares; 2025Q2: 1,511,634 shares; 2025Q3: 1,548,294 shares; 2025Q4: 1,632,519 shares 1,632,519 $66.7M 0.75% +84,225 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: 398,310 shares; 2024Q4: 401,975 shares; 2025Q1: 363,512 shares; 2025Q2: 342,628 shares; 2025Q3: 347,387 shares; 2025Q4: 346,769 shares 346,769 $66.4M 0.75% -618 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: 202,186 shares; 2024Q4: 199,545 shares; 2025Q1: 193,999 shares; 2025Q2: 198,786 shares; 2025Q3: 212,142 shares; 2025Q4: 198,322 shares 198,322 $62.2M 0.7% -13,820 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108,480 shares; 2024Q4: 1,023,906 shares; 2025Q1: 1,015,559 shares; 2025Q2: 1,318,472 shares; 2025Q3: 1,186,453 shares; 2025Q4: 1,211,625 shares 1,211,625 $53.8M 0.61% +25,172 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: 532,674 shares; 2024Q4: 545,459 shares; 2025Q1: 469,042 shares; 2025Q2: 457,114 shares; 2025Q3: 453,061 shares; 2025Q4: 439,416 shares 439,416 $52.8M 0.6% -13,645 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: 99,912 shares; 2024Q4: 96,549 shares; 2025Q1: 86,764 shares; 2025Q2: 91,690 shares; 2025Q3: 95,153 shares; 2025Q4: 115,234 shares 115,234 $51.8M 0.59% +20,081 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: 283,363 shares; 2024Q4: 291,649 shares; 2025Q1: 288,282 shares; 2025Q2: 291,567 shares; 2025Q3: 402,642 shares; 2025Q4: 413,008 shares 413,008 $50.9M 0.58% +10,366 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,544 shares; 2024Q4: 404,554 shares; 2025Q1: 706,127 shares; 2025Q2: 531,359 shares; 2025Q3: 621,623 shares; 2025Q4: 641,159 shares 641,159 $48.1M 0.54% +19,536 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: 54,977 shares; 2024Q4: 56,109 shares; 2025Q1: 51,508 shares; 2025Q2: 52,282 shares; 2025Q3: 55,944 shares; 2025Q4: 55,526 shares 55,526 $47.9M 0.54% -418 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: 23,964 shares; 2024Q4: 26,257 shares; 2025Q1: 26,710 shares; 2025Q2: 254,422 shares; 2025Q3: 294,959 shares; 2025Q4: 324,300 shares 324,300 $45.7M 0.52% +29,341 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023,033 shares; 2024Q4: 1,135,133 shares; 2025Q1: 1,051,964 shares; 2025Q2: 1,036,464 shares; 2025Q3: 1,016,797 shares; 2025Q4: 1,040,303 shares 1,040,303 $44.2M 0.5% +23,506 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: 48,109 shares; 2024Q4: 70,489 shares; 2025Q1: 44,973 shares; 2025Q2: 88,221 shares; 2025Q3: 161,203 shares; 2025Q4: 172,865 shares 172,865 $43.7M 0.49% +11,662 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,341 shares; 2024Q4: 347,167 shares; 2025Q1: 443,097 shares; 2025Q2: 477,584 shares; 2025Q3: 469,753 shares; 2025Q4: 467,447 shares 467,447 $43.4M 0.49% -2,306 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: 77,595 shares; 2024Q4: 82,316 shares; 2025Q1: 73,603 shares; 2025Q2: 78,218 shares; 2025Q3: 83,194 shares; 2025Q4: 81,295 shares 81,295 $40.9M 0.46% -1,899 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: 169,380 shares; 2024Q4: 168,119 shares; 2025Q1: 163,100 shares; 2025Q2: 167,920 shares; 2025Q3: 178,266 shares; 2025Q4: 176,006 shares 176,006 $40.2M 0.45% -2,260 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: 405,739 shares; 2024Q4: 361,019 shares; 2025Q1: 304,145 shares; 2025Q2: 325,460 shares; 2025Q3: 419,328 shares; 2025Q4: 371,105 shares 371,105 $39.6M 0.45% -48,223 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: 416,702 shares; 2024Q4: 427,249 shares; 2025Q1: 476,233 shares; 2025Q2: 481,513 shares; 2025Q3: 512,774 shares; 2025Q4: 539,821 shares 539,821 $37.5M 0.42% +27,047 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: 170,499 shares; 2024Q4: 185,861 shares; 2025Q1: 192,547 shares; 2025Q2: 217,749 shares; 2025Q3: 213,918 shares; 2025Q4: 204,271 shares 204,271 $36.3M 0.41% -9,647 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: 106,008 shares; 2024Q4: 107,149 shares; 2025Q1: 102,624 shares; 2025Q2: 104,844 shares; 2025Q3: 110,803 shares; 2025Q4: 105,473 shares 105,473 $36.3M 0.41% -5,330 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: 141,758 shares; 2024Q4: 208,489 shares; 2025Q1: 449,553 shares; 2025Q2: 622,240 shares; 2025Q3: 540,586 shares; 2025Q4: 669,043 shares 669,043 $35.3M 0.4% +128,457 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: 514,305 shares 514,305 $33.7M 0.38% new 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: 262,591 shares; 2024Q4: 260,676 shares; 2025Q1: 256,763 shares; 2025Q2: 255,909 shares; 2025Q3: 273,363 shares; 2025Q4: 276,032 shares 276,032 $33.2M 0.38% +2,669 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: 434,619 shares; 2024Q4: 421,708 shares; 2025Q1: 384,103 shares; 2025Q2: 352,065 shares; 2025Q3: 366,568 shares; 2025Q4: 367,569 shares 367,569 $32.4M 0.37% +1,001 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: 403,718 shares; 2024Q4: 417,744 shares; 2025Q1: 373,546 shares; 2025Q2: 364,750 shares; 2025Q3: 375,187 shares; 2025Q4: 360,462 shares 360,462 $32.2M 0.36% -14,725 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: 118,541 shares; 2024Q4: 127,806 shares; 2025Q1: 134,214 shares; 2025Q2: 137,931 shares; 2025Q3: 149,960 shares; 2025Q4: 151,922 shares 151,922 $32.2M 0.36% +1,962 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: 379,839 shares; 2024Q4: 377,032 shares; 2025Q1: 518,465 shares; 2025Q2: 509,195 shares; 2025Q3: 470,317 shares; 2025Q4: 462,983 shares 462,983 $32.1M 0.36% -7,334 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411,558 shares; 2024Q4: 1,475,592 shares; 2025Q1: 1,793,042 shares; 2025Q2: 1,830,367 shares; 2025Q3: 1,302,912 shares; 2025Q4: 1,317,528 shares 1,317,528 $31.8M 0.36% +14,616 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,763 shares; 2024Q4: 126,589 shares; 2025Q1: 127,950 shares; 2025Q2: 127,932 shares; 2025Q3: 153,889 shares; 2025Q4: 153,814 shares 153,814 $31.5M 0.36% -75 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: 158,557 shares; 2024Q4: 145,548 shares; 2025Q1: 182,650 shares; 2025Q2: 208,161 shares; 2025Q3: 399,941 shares; 2025Q4: 381,987 shares 381,987 $31M 0.35% -17,954 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: 143,418 shares; 2024Q4: 145,167 shares; 2025Q1: 111,902 shares; 2025Q2: 107,883 shares; 2025Q3: 107,597 shares; 2025Q4: 124,426 shares 124,426 $30.6M 0.35% +16,829 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: 100,204 shares; 2024Q4: 100,991 shares; 2025Q1: 99,902 shares; 2025Q2: 101,057 shares; 2025Q3: 102,422 shares; 2025Q4: 98,782 shares 98,782 $30.2M 0.34% -3,640 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: 38,310 shares; 2024Q4: 40,744 shares; 2025Q1: 42,643 shares; 2025Q2: 49,859 shares; 2025Q3: 57,417 shares; 2025Q4: 60,886 shares 60,886 $29.7M 0.34% +3,469 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: 262,565 shares; 2024Q4: 263,081 shares; 2025Q1: 214,837 shares; 2025Q2: 206,297 shares; 2025Q3: 171,132 shares; 2025Q4: 149,224 shares 149,224 $29.6M 0.34% -21,908 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: 194,375 shares; 2024Q4: 184,887 shares; 2025Q1: 202,611 shares; 2025Q2: 221,650 shares; 2025Q3: 173,739 shares; 2025Q4: 147,418 shares 147,418 $29.4M 0.33% -26,321 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: 35,622 shares; 2024Q4: 34,511 shares; 2025Q1: 32,382 shares; 2025Q2: 31,127 shares; 2025Q3: 32,310 shares; 2025Q4: 27,044 shares 27,044 $29.1M 0.33% -5,266 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: 191,296 shares; 2024Q4: 226,244 shares; 2025Q1: 227,736 shares; 2025Q2: 219,769 shares; 2025Q3: 222,954 shares; 2025Q4: 214,896 shares 214,896 $29M 0.33% -8,058 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: 103,096 shares; 2024Q4: 110,104 shares; 2025Q1: 109,993 shares; 2025Q2: 124,364 shares; 2025Q3: 142,698 shares; 2025Q4: 152,005 shares 152,005 $29M 0.33% +9,307 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: 341,754 shares; 2024Q4: 1,055,254 shares; 2025Q1: 1,015,858 shares; 2025Q2: 978,581 shares; 2025Q3: 1,015,767 shares; 2025Q4: 1,043,579 shares 1,043,579 $28.6M 0.32% +27,812 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: 81,819 shares; 2024Q4: 101,441 shares; 2025Q1: 100,980 shares; 2025Q2: 93,556 shares; 2025Q3: 110,952 shares; 2025Q4: 195,803 shares 195,803 $28.2M 0.32% +84,851 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: 52,720 shares; 2024Q4: 53,256 shares; 2025Q1: 103,707 shares; 2025Q2: 73,151 shares; 2025Q3: 66,378 shares; 2025Q4: 70,745 shares 70,745 $28M 0.32% +4,367 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: 201,335 shares; 2024Q4: 215,488 shares; 2025Q1: 247,279 shares; 2025Q2: 236,356 shares; 2025Q3: 228,936 shares; 2025Q4: 259,988 shares 259,988 $27.8M 0.31% +31,052 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: 259,271 shares; 2024Q4: 282,871 shares; 2025Q1: 278,971 shares; 2025Q2: 297,053 shares; 2025Q3: 375,841 shares; 2025Q4: 366,572 shares 366,572 $27.7M 0.31% -9,269 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,329 shares; 2024Q4: 403,593 shares; 2025Q1: 468,110 shares; 2025Q2: 483,371 shares; 2025Q3: 490,413 shares; 2025Q4: 430,511 shares 430,511 $27.2M 0.31% -59,902 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: 99,062 shares; 2024Q4: 103,380 shares; 2025Q1: 100,771 shares; 2025Q2: 115,054 shares; 2025Q3: 120,893 shares; 2025Q4: 120,020 shares 120,020 $26.4M 0.3% -873 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: 40,879 shares; 2024Q4: 40,387 shares; 2025Q1: 38,464 shares; 2025Q2: 35,133 shares; 2025Q3: 34,360 shares; 2025Q4: 34,055 shares 34,055 $25.7M 0.29% -305 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: 286,152 shares; 2024Q4: 476,332 shares; 2025Q1: 394,193 shares; 2025Q2: 477,772 shares; 2025Q3: 502,299 shares; 2025Q4: 431,108 shares 431,108 $25.6M 0.29% -71,191 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: 120,229 shares; 2024Q4: 117,750 shares; 2025Q1: 108,502 shares; 2025Q2: 105,914 shares; 2025Q3: 125,120 shares; 2025Q4: 123,240 shares 123,240 $25.5M 0.29% -1,880 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: 134,322 shares; 2024Q4: 353,926 shares; 2025Q1: 504,334 shares; 2025Q2: 499,946 shares; 2025Q3: 523,541 shares; 2025Q4: 482,248 shares 482,248 $24.4M 0.28% -41,293 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296,775 shares; 2025Q1: 305,316 shares; 2025Q2: 314,949 shares; 2025Q3: 311,055 shares; 2025Q4: 319,251 shares 319,251 $23.8M 0.27% +8,196 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: 6,239 shares; 2024Q4: 10,065 shares; 2025Q1: 16,620 shares; 2025Q2: 154,539 shares; 2025Q3: 165,051 shares; 2025Q4: 199,635 shares 199,635 $23.8M 0.27% +34,584 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: 207,599 shares; 2024Q4: 200,155 shares; 2025Q1: 187,762 shares; 2025Q2: 192,686 shares; 2025Q3: 208,470 shares; 2025Q4: 212,144 shares 212,144 $23.6M 0.27% +3,674 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: 795,109 shares; 2024Q4: 991,408 shares; 2025Q1: 1,039,593 shares; 2025Q2: 958,118 shares; 2025Q3: 1,008,748 shares; 2025Q4: 1,017,505 shares 1,017,505 $22.9M 0.26% +8,757 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: 290,570 shares; 2024Q4: 281,467 shares; 2025Q1: 264,370 shares; 2025Q2: 240,616 shares; 2025Q3: 236,122 shares; 2025Q4: 241,476 shares 241,476 $22.7M 0.26% +5,354 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: 503,508 shares; 2024Q4: 512,324 shares; 2025Q1: 440,306 shares; 2025Q2: 556,136 shares; 2025Q3: 543,411 shares; 2025Q4: 473,975 shares 473,975 $22.7M 0.26% -69,436 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: 17,675 shares; 2024Q4: 19,540 shares; 2025Q1: 20,428 shares; 2025Q2: 23,781 shares; 2025Q3: 24,130 shares; 2025Q4: 24,970 shares 24,970 $21.9M 0.25% +840 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: 779,325 shares; 2024Q4: 948,981 shares; 2025Q1: 996,970 shares; 2025Q2: 920,066 shares; 2025Q3: 962,692 shares; 2025Q4: 976,973 shares 976,973 $21.9M 0.25% +14,281 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: 239,933 shares; 2024Q4: 242,046 shares; 2025Q1: 204,580 shares; 2025Q2: 198,673 shares; 2025Q3: 213,357 shares; 2025Q4: 219,897 shares 219,897 $21.2M 0.24% +6,540 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: 158,458 shares; 2024Q4: 159,210 shares; 2025Q1: 169,606 shares; 2025Q2: 167,345 shares; 2025Q3: 147,766 shares; 2025Q4: 147,271 shares 147,271 $21.1M 0.24% -495 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: 172,888 shares; 2024Q4: 171,319 shares; 2025Q1: 161,018 shares; 2025Q2: 163,786 shares; 2025Q3: 190,425 shares; 2025Q4: 196,716 shares 196,716 $20.7M 0.23% +6,291 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: 118,592 shares; 2024Q4: 121,266 shares; 2025Q1: 117,921 shares; 2025Q2: 118,995 shares; 2025Q3: 125,443 shares; 2025Q4: 120,367 shares 120,367 $20.6M 0.23% -5,076 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: 101,913 shares; 2024Q4: 104,321 shares; 2025Q1: 101,265 shares; 2025Q2: 99,401 shares; 2025Q3: 113,247 shares; 2025Q4: 104,525 shares 104,525 $20.4M 0.23% -8,722 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,593 shares; 2024Q4: 47,080 shares; 2025Q1: 51,950 shares; 2025Q2: 65,008 shares; 2025Q3: 68,248 shares; 2025Q4: 68,539 shares 68,539 $20.3M 0.23% +291 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,606 shares; 2024Q4: 327,486 shares; 2025Q1: 334,973 shares; 2025Q2: 308,853 shares; 2025Q3: 332,005 shares; 2025Q4: 352,016 shares 352,016 $20M 0.23% +20,011 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: 182,228 shares; 2024Q4: 192,768 shares; 2025Q1: 176,785 shares; 2025Q2: 176,204 shares; 2025Q3: 187,926 shares; 2025Q4: 198,581 shares 198,581 $19.8M 0.22% +10,655 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: 145,127 shares; 2024Q4: 139,401 shares; 2025Q1: 132,032 shares; 2025Q2: 492,949 shares; 2025Q3: 575,065 shares; 2025Q4: 639,734 shares 639,734 $19.8M 0.22% +64,669 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: 59,546 shares; 2024Q4: 57,887 shares; 2025Q1: 50,014 shares; 2025Q2: 52,326 shares; 2025Q3: 58,495 shares; 2025Q4: 55,915 shares 55,915 $19.6M 0.22% -2,580 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: 277,243 shares; 2024Q4: 309,388 shares; 2025Q1: 193,593 shares; 2025Q2: 312,670 shares; 2025Q3: 374,178 shares; 2025Q4: 386,935 shares 386,935 $19.6M 0.22% +12,757 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: 295,424 shares; 2024Q4: 370,739 shares; 2025Q1: 325,197 shares; 2025Q2: 275,685 shares; 2025Q3: 324,380 shares; 2025Q4: 310,376 shares 310,376 $19.4M 0.22% -14,004 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: 108,703 shares; 2025Q1: 101,043 shares; 2025Q2: 101,251 shares; 2025Q3: 111,531 shares; 2025Q4: 112,515 shares 112,515 $19.3M 0.22% +984 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,410 shares; 2024Q4: 8,160 shares; 2025Q1: 8,601 shares; 2025Q2: 20,560 shares; 2025Q3: 27,831 shares; 2025Q4: 28,104 shares 28,104 $18.9M 0.21% +273 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: 75,874 shares; 2024Q4: 77,561 shares; 2025Q1: 76,525 shares; 2025Q2: 74,037 shares; 2025Q3: 70,824 shares; 2025Q4: 65,639 shares 65,639 $18.9M 0.21% -5,185 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: 63,178 shares; 2024Q4: 110,444 shares; 2025Q1: 60,628 shares; 2025Q2: 64,471 shares; 2025Q3: 62,810 shares; 2025Q4: 63,328 shares 63,328 $18.8M 0.21% +518 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: 55,909 shares; 2024Q4: 56,222 shares; 2025Q1: 57,449 shares; 2025Q2: 69,631 shares; 2025Q3: 70,030 shares; 2025Q4: 66,958 shares 66,958 $18M 0.2% -3,072 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: 653,184 shares; 2024Q4: 697,886 shares; 2025Q1: 772,268 shares; 2025Q2: 540,585 shares; 2025Q3: 503,183 shares; 2025Q4: 520,042 shares 520,042 $17.8M 0.2% +16,859 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,642 shares; 2024Q4: 177,189 shares; 2025Q1: 172,567 shares; 2025Q2: 168,792 shares; 2025Q3: 174,516 shares; 2025Q4: 191,060 shares 191,060 $17.8M 0.2% +16,544 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,289 shares; 2024Q4: 40,375 shares; 2025Q1: 43,456 shares; 2025Q2: 46,984 shares; 2025Q3: 47,249 shares; 2025Q4: 62,861 shares 62,861 $17.4M 0.2% +15,612 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: 47,416 shares; 2024Q4: 50,179 shares; 2025Q1: 47,732 shares; 2025Q2: 47,969 shares; 2025Q3: 44,714 shares; 2025Q4: 688,132 shares 688,132 $17.3M 0.2% +643,418 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,566 shares; 2024Q4: 165,620 shares; 2025Q1: 162,405 shares; 2025Q2: 152,671 shares; 2025Q3: 203,922 shares; 2025Q4: 202,090 shares 202,090 $17.3M 0.2% -1,832 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,714 shares; 2024Q4: 348,025 shares; 2025Q1: 355,644 shares; 2025Q2: 370,984 shares; 2025Q3: 391,901 shares; 2025Q4: 766,042 shares 766,042 $17.2M 0.19% +374,141 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: 13,947 shares; 2024Q4: 13,890 shares; 2025Q1: 13,426 shares; 2025Q2: 14,582 shares; 2025Q3: 15,605 shares; 2025Q4: 181,066 shares 181,066 $17M 0.19% +165,461 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: 38,090 shares; 2024Q4: 36,413 shares; 2025Q1: 40,470 shares; 2025Q2: 37,458 shares; 2025Q3: 34,173 shares; 2025Q4: 35,283 shares 35,283 $16.7M 0.19% +1,110 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,483 shares; 2024Q4: 227,569 shares; 2025Q1: 231,226 shares; 2025Q2: 233,918 shares; 2025Q3: 243,321 shares; 2025Q4: 224,209 shares 224,209 $16.6M 0.19% -19,112 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,457 shares; 2024Q4: 206,379 shares; 2025Q1: 209,840 shares; 2025Q2: 209,549 shares; 2025Q3: 207,766 shares; 2025Q4: 201,501 shares 201,501 $16.6M 0.19% -6,265 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: 346,000 shares; 2024Q4: 340,897 shares; 2025Q1: 363,520 shares; 2025Q2: 368,208 shares; 2025Q3: 303,847 shares; 2025Q4: 274,813 shares 274,813 $16.5M 0.19% -29,034 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: 3,839 shares; 2024Q4: 3,849 shares; 2025Q1: 3,809 shares; 2025Q2: 16,409 shares; 2025Q3: 38,784 shares; 2025Q4: 47,411 shares 47,411 $16.3M 0.18% +8,627 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: 28,366 shares; 2024Q4: 28,537 shares; 2025Q1: 25,566 shares; 2025Q2: 26,517 shares; 2025Q3: 27,641 shares; 2025Q4: 28,042 shares 28,042 $16M 0.18% +401 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: 17,101 shares; 2024Q4: 17,382 shares; 2025Q1: 23,888 shares; 2025Q2: 30,695 shares; 2025Q3: 60,218 shares; 2025Q4: 74,297 shares 74,297 $16M 0.18% +14,079 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: 174,826 shares; 2024Q4: 80,136 shares; 2025Q1: 60,397 shares; 2025Q2: 62,100 shares; 2025Q3: 126,392 shares; 2025Q4: 138,880 shares 138,880 $15.9M 0.18% +12,488 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: 64,854 shares; 2024Q4: 63,136 shares; 2025Q1: 45,383 shares; 2025Q2: 260,576 shares; 2025Q3: 290,156 shares; 2025Q4: 300,028 shares 300,028 $15.9M 0.18% +9,872 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,272 shares; 2024Q4: 671,906 shares; 2025Q1: 697,004 shares; 2025Q2: 640,463 shares; 2025Q3: 668,540 shares; 2025Q4: 675,295 shares 675,295 $15.4M 0.17% +6,755 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: 117,370 shares; 2024Q4: 113,924 shares; 2025Q1: 107,911 shares; 2025Q2: 109,462 shares; 2025Q3: 115,844 shares; 2025Q4: 122,965 shares 122,965 $15.4M 0.17% +7,121 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,394 shares; 2024Q4: 192,655 shares; 2025Q1: 263,452 shares; 2025Q2: 279,248 shares; 2025Q3: 296,405 shares; 2025Q4: 310,671 shares 310,671 $15.4M 0.17% +14,266 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: 57,263 shares; 2024Q4: 57,907 shares; 2025Q1: 56,961 shares; 2025Q2: 58,287 shares; 2025Q3: 59,484 shares; 2025Q4: 59,079 shares 59,079 $15.2M 0.17% -405 Timeline VCR 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: 45,612 shares; 2024Q4: 44,539 shares; 2025Q1: 43,330 shares; 2025Q2: 41,026 shares; 2025Q3: 38,741 shares; 2025Q4: 38,362 shares 38,362 $15.1M 0.17% -379 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: 27,720 shares; 2024Q4: 28,190 shares; 2025Q1: 29,093 shares; 2025Q2: 33,828 shares; 2025Q3: 35,081 shares; 2025Q4: 35,708 shares 35,708 $15.1M 0.17% +627 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,975 shares; 2024Q4: 64,154 shares; 2025Q1: 62,233 shares; 2025Q2: 62,069 shares; 2025Q3: 64,059 shares; 2025Q4: 66,018 shares 66,018 $15M 0.17% +1,959 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: 321,337 shares; 2024Q4: 321,381 shares; 2025Q1: 318,492 shares; 2025Q2: 332,475 shares; 2025Q3: 379,174 shares; 2025Q4: 367,062 shares 367,062 $15M 0.17% -12,112 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,781 shares; 2024Q4: 291,320 shares; 2025Q1: 254,339 shares; 2025Q2: 311,367 shares; 2025Q3: 312,446 shares; 2025Q4: 307,587 shares 307,587 $14.8M 0.17% -4,859 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: 306,192 shares; 2024Q4: 289,024 shares; 2025Q1: 268,826 shares; 2025Q2: 262,043 shares; 2025Q3: 262,990 shares; 2025Q4: 266,391 shares 266,391 $14.7M 0.17% +3,401 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: 436,866 shares; 2024Q4: 341,554 shares; 2025Q1: 318,348 shares; 2025Q2: 319,289 shares; 2025Q3: 321,178 shares; 2025Q4: 315,930 shares 315,930 $14.6M 0.16% -5,248 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,316 shares; 2024Q4: 48,258 shares; 2025Q1: 46,941 shares; 2025Q2: 47,124 shares; 2025Q3: 47,512 shares; 2025Q4: 46,729 shares 46,729 $14.3M 0.16% -783 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,441 shares; 2024Q4: 241,074 shares; 2025Q1: 243,351 shares; 2025Q2: 437,320 shares; 2025Q3: 393,787 shares; 2025Q4: 490,080 shares 490,080 $14.3M 0.16% +96,293 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: 26,568 shares; 2024Q4: 26,112 shares; 2025Q1: 25,875 shares; 2025Q2: 24,814 shares; 2025Q3: 25,888 shares; 2025Q4: 24,429 shares 24,429 $14.2M 0.16% -1,459 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,792 shares; 2024Q4: 564,471 shares; 2025Q1: 693,342 shares; 2025Q2: 740,392 shares; 2025Q3: 528,935 shares; 2025Q4: 607,887 shares 607,887 $14.1M 0.16% +78,952 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: 6,034 shares; 2024Q4: 6,494 shares; 2025Q1: 5,518 shares; 2025Q2: 11,182 shares; 2025Q3: 13,476 shares; 2025Q4: 21,525 shares 21,525 $14.1M 0.16% +8,049 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: 27,890 shares; 2024Q4: 24,451 shares; 2025Q1: 17,717 shares; 2025Q2: 23,112 shares; 2025Q3: 123,810 shares; 2025Q4: 144,709 shares 144,709 $13.9M 0.16% +20,899 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: 62,252 shares; 2024Q4: 53,750 shares; 2025Q1: 52,332 shares; 2025Q2: 56,204 shares; 2025Q3: 51,622 shares; 2025Q4: 64,554 shares 64,554 $13.8M 0.16% +12,932 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,028 shares; 2024Q4: 196,601 shares; 2025Q1: 220,960 shares; 2025Q2: 225,739 shares; 2025Q3: 192,618 shares; 2025Q4: 210,464 shares 210,464 $13.8M 0.16% +17,846 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: 345,017 shares; 2024Q4: 387,073 shares; 2025Q1: 358,713 shares; 2025Q2: 247,142 shares; 2025Q3: 254,094 shares; 2025Q4: 255,817 shares 255,817 $13.8M 0.16% +1,723 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,284 shares; 2024Q4: 63,459 shares; 2025Q1: 65,377 shares; 2025Q2: 65,747 shares; 2025Q3: 65,558 shares; 2025Q4: 64,150 shares 64,150 $13.6M 0.15% -1,408 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: 12,589 shares; 2024Q4: 14,923 shares; 2025Q1: 16,873 shares; 2025Q2: 22,152 shares; 2025Q3: 25,135 shares; 2025Q4: 29,003 shares 29,003 $13.6M 0.15% +3,868 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: 27,587 shares; 2024Q4: 29,023 shares; 2025Q1: 33,413 shares; 2025Q2: 38,097 shares; 2025Q3: 40,780 shares; 2025Q4: 42,609 shares 42,609 $13.6M 0.15% +1,829 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,462 shares; 2024Q4: 24,084 shares; 2025Q1: 23,447 shares; 2025Q2: 29,178 shares; 2025Q3: 210,553 shares; 2025Q4: 244,248 shares 244,248 $13.4M 0.15% +33,695 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: 95,966 shares; 2024Q4: 101,157 shares; 2025Q1: 108,241 shares; 2025Q2: 110,959 shares; 2025Q3: 116,815 shares; 2025Q4: 120,761 shares 120,761 $13.3M 0.15% +3,946 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: 136,768 shares; 2024Q4: 368,317 shares; 2025Q1: 250,532 shares; 2025Q2: 252,645 shares; 2025Q3: 349,587 shares; 2025Q4: 406,534 shares 406,534 $13.3M 0.15% +56,947 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,559 shares; 2025Q2: 249,808 shares; 2025Q3: 254,961 shares; 2025Q4: 261,154 shares 261,154 $13.2M 0.15% +6,193 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: 122,268 shares; 2024Q4: 173,408 shares; 2025Q1: 179,402 shares; 2025Q2: 145,095 shares; 2025Q3: 193,080 shares; 2025Q4: 261,447 shares 261,447 $13.1M 0.15% +68,367 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: 70,768 shares; 2024Q4: 75,717 shares; 2025Q1: 65,128 shares; 2025Q2: 73,401 shares; 2025Q3: 86,457 shares; 2025Q4: 84,566 shares 84,566 $12.9M 0.15% -1,891 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: 109,451 shares; 2024Q4: 110,324 shares; 2025Q1: 99,648 shares; 2025Q2: 98,796 shares; 2025Q3: 95,964 shares; 2025Q4: 144,980 shares 144,980 $12.8M 0.15% +49,016 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: 136,485 shares; 2024Q4: 126,090 shares; 2025Q1: 113,850 shares; 2025Q2: 137,522 shares; 2025Q3: 145,338 shares; 2025Q4: 138,131 shares 138,131 $12.6M 0.14% -7,207 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: 346,624 shares; 2024Q4: 313,568 shares; 2025Q1: 314,990 shares; 2025Q2: 314,456 shares; 2025Q3: 325,147 shares; 2025Q4: 313,313 shares 313,313 $12.4M 0.14% -11,834 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: 76,261 shares; 2024Q4: 76,077 shares; 2025Q1: 81,065 shares; 2025Q2: 84,235 shares; 2025Q3: 106,985 shares; 2025Q4: 122,553 shares 122,553 $12.3M 0.14% +15,568 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,715 shares; 2024Q4: 31,889 shares; 2025Q1: 29,950 shares; 2025Q2: 31,706 shares; 2025Q3: 30,741 shares; 2025Q4: 37,934 shares 37,934 $12.3M 0.14% +7,193 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: 56,786 shares; 2024Q4: 40,299 shares; 2025Q1: 43,308 shares; 2025Q2: 44,063 shares; 2025Q3: 46,754 shares; 2025Q4: 47,393 shares 47,393 $12.2M 0.14% +639 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: 20,594 shares; 2024Q4: 21,263 shares; 2025Q1: 17,041 shares; 2025Q2: 17,247 shares; 2025Q3: 22,897 shares; 2025Q4: 21,278 shares 21,278 $12.2M 0.14% -1,619 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,304 shares; 2024Q4: 77,616 shares; 2025Q1: 76,488 shares; 2025Q2: 77,006 shares; 2025Q3: 77,084 shares; 2025Q4: 72,309 shares 72,309 $12.1M 0.14% -4,775 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: 360,062 shares; 2024Q4: 343,197 shares; 2025Q1: 166,466 shares; 2025Q2: 138,455 shares; 2025Q3: 135,390 shares; 2025Q4: 130,995 shares 130,995 $12.1M 0.14% -4,395 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: 59,958 shares; 2024Q4: 43,806 shares; 2025Q1: 27,024 shares; 2025Q2: 25,016 shares; 2025Q3: 27,508 shares; 2025Q4: 292,781 shares 292,781 $12.1M 0.14% +265,273 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: 345,249 shares; 2024Q4: 292,671 shares; 2025Q1: 216,927 shares; 2025Q2: 213,068 shares; 2025Q3: 204,594 shares; 2025Q4: 239,054 shares 239,054 $12M 0.14% +34,460 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: 142,182 shares; 2024Q4: 136,306 shares; 2025Q1: 111,035 shares; 2025Q2: 116,502 shares; 2025Q3: 151,314 shares; 2025Q4: 155,167 shares 155,167 $12M 0.14% +3,853 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: 123,316 shares; 2024Q4: 140,488 shares; 2025Q1: 184,500 shares; 2025Q2: 191,060 shares; 2025Q3: 194,659 shares; 2025Q4: 133,449 shares 133,449 $11.9M 0.13% -61,210 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: 11,701 shares; 2024Q4: 9,429 shares; 2025Q1: 15,738 shares; 2025Q2: 52,407 shares; 2025Q3: 110,305 shares; 2025Q4: 120,410 shares 120,410 $11.8M 0.13% +10,105 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: 114,518 shares; 2024Q4: 84,014 shares; 2025Q1: 79,417 shares; 2025Q2: 83,878 shares; 2025Q3: 98,455 shares; 2025Q4: 96,146 shares 96,146 $11.8M 0.13% -2,309 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,421 shares; 2024Q4: 34,330 shares; 2025Q1: 31,408 shares; 2025Q2: 31,382 shares; 2025Q3: 31,721 shares; 2025Q4: 31,256 shares 31,256 $11.7M 0.13% -465 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,815 shares; 2025Q2: 133,193 shares; 2025Q3: 138,280 shares; 2025Q4: 138,311 shares 138,311 $11.4M 0.13% +31 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,881 shares; 2024Q4: 462,269 shares; 2025Q1: 455,316 shares; 2025Q2: 443,723 shares; 2025Q3: 410,540 shares; 2025Q4: 405,328 shares 405,328 $11.4M 0.13% -5,212 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: 29,873 shares; 2024Q4: 30,438 shares; 2025Q1: 30,407 shares; 2025Q2: 29,148 shares; 2025Q3: 31,282 shares; 2025Q4: 30,901 shares 30,901 $11.4M 0.13% -381 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: 64,518 shares; 2024Q4: 54,722 shares; 2025Q1: 49,181 shares; 2025Q2: 50,570 shares; 2025Q3: 47,858 shares; 2025Q4: 73,848 shares 73,848 $11.4M 0.13% +25,990 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: 47,682 shares; 2024Q4: 39,225 shares; 2025Q1: 38,653 shares; 2025Q2: 38,921 shares; 2025Q3: 39,973 shares; 2025Q4: 39,279 shares 39,279 $11.4M 0.13% -694 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,250 shares; 2025Q4: 137,663 shares 137,663 $11.4M 0.13% +56,413 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: 75,914 shares; 2024Q4: 75,661 shares; 2025Q1: 71,548 shares; 2025Q2: 74,406 shares; 2025Q3: 79,293 shares; 2025Q4: 73,854 shares 73,854 $11.4M 0.13% -5,439 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,183 shares; 2024Q4: 68,707 shares; 2025Q1: 413,131 shares; 2025Q2: 397,397 shares; 2025Q3: 386,126 shares; 2025Q4: 447,000 shares 447,000 $11.4M 0.13% +60,874 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,005 shares; 2024Q4: 364,797 shares; 2025Q1: 340,309 shares; 2025Q2: 342,599 shares; 2025Q3: 438,244 shares; 2025Q4: 446,351 shares 446,351 $11.2M 0.13% +8,107 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: 88,082 shares; 2024Q4: 82,759 shares; 2025Q1: 75,547 shares; 2025Q2: 71,976 shares; 2025Q3: 75,277 shares; 2025Q4: 75,473 shares 75,473 $11.2M 0.13% +196 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: not reported; 2025Q1: 13,634 shares; 2025Q2: 47,218 shares; 2025Q3: 76,463 shares; 2025Q4: 77,852 shares 77,852 $11.2M 0.13% +1,389 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,753 shares; 2024Q4: 133,554 shares; 2025Q1: 123,030 shares; 2025Q2: 124,246 shares; 2025Q3: 117,436 shares; 2025Q4: 108,890 shares 108,890 $11.2M 0.13% -8,546 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: 17,663 shares; 2024Q4: 17,993 shares; 2025Q1: 17,381 shares; 2025Q2: 16,997 shares; 2025Q3: 17,330 shares; 2025Q4: 19,453 shares 19,453 $11M 0.12% +2,123 Timeline WELLS FARGO & CO 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: 8,495 shares; 2024Q4: 8,690 shares; 2025Q1: 8,712 shares; 2025Q2: 8,568 shares; 2025Q3: 8,659 shares; 2025Q4: 9,011 shares 9,011 $10.9M 0.12% +352 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: 19,640 shares; 2024Q4: 84,124 shares; 2025Q1: 128,512 shares; 2025Q2: 86,175 shares; 2025Q3: 100,077 shares; 2025Q4: 108,764 shares 108,764 $10.9M 0.12% +8,687 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: 19,891 shares; 2024Q4: 20,105 shares; 2025Q1: 15,154 shares; 2025Q2: 26,871 shares; 2025Q3: 30,940 shares; 2025Q4: 33,022 shares 33,022 $10.9M 0.12% +2,082 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,821 shares; 2024Q4: 37,942 shares; 2025Q1: 32,999 shares; 2025Q2: 31,992 shares; 2025Q3: 32,025 shares; 2025Q4: 495,743 shares 495,743 $10.9M 0.12% +463,718 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,551 shares; 2024Q4: 16,257 shares; 2025Q1: 17,444 shares; 2025Q2: 17,087 shares; 2025Q3: 202,272 shares; 2025Q4: 224,766 shares 224,766 $10.8M 0.12% +22,494 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: 46,354 shares; 2024Q4: 47,918 shares; 2025Q1: 45,823 shares; 2025Q2: 53,894 shares; 2025Q3: 58,231 shares; 2025Q4: 62,042 shares 62,042 $10.8M 0.12% +3,811 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: 27,583 shares; 2024Q4: 52,062 shares; 2025Q1: 65,873 shares; 2025Q2: 97,038 shares; 2025Q3: 164,704 shares; 2025Q4: 245,973 shares 245,973 $10.7M 0.12% +81,269 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: 119,074 shares; 2024Q4: 112,092 shares; 2025Q1: 103,663 shares; 2025Q2: 98,604 shares; 2025Q3: 98,266 shares; 2025Q4: 94,218 shares 94,218 $10.7M 0.12% -4,048 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,453 shares; 2024Q4: 29,147 shares; 2025Q1: 30,542 shares; 2025Q2: 31,992 shares; 2025Q3: 32,019 shares; 2025Q4: 30,957 shares 30,957 $10.7M 0.12% -1,062 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,085 shares; 2024Q4: 93,747 shares; 2025Q1: 98,796 shares; 2025Q2: 102,562 shares; 2025Q3: 104,477 shares; 2025Q4: 100,983 shares 100,983 $10.6M 0.12% -3,494 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: 222,909 shares; 2024Q4: 217,900 shares; 2025Q1: 204,083 shares; 2025Q2: 206,934 shares; 2025Q3: 199,612 shares; 2025Q4: 196,917 shares 196,917 $10.6M 0.12% -2,695 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,986 shares; 2024Q4: 353,331 shares; 2025Q1: 344,596 shares; 2025Q2: 241,632 shares; 2025Q3: 249,405 shares; 2025Q4: 294,010 shares 294,010 $10.5M 0.12% +44,605 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: 61,540 shares; 2024Q4: 68,401 shares; 2025Q1: 144,217 shares; 2025Q2: 148,598 shares; 2025Q3: 143,997 shares; 2025Q4: 138,848 shares 138,848 $10.4M 0.12% -5,149 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: 96,745 shares; 2024Q4: 76,476 shares; 2025Q1: 112,892 shares; 2025Q2: 114,270 shares; 2025Q3: 114,241 shares; 2025Q4: 111,429 shares 111,429 $10.4M 0.12% -2,812 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,847 shares; 2024Q4: 40,057 shares; 2025Q1: 33,700 shares; 2025Q2: 33,061 shares; 2025Q3: 32,949 shares; 2025Q4: 32,970 shares 32,970 $10.4M 0.12% +21 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,179 shares; 2024Q4: 32,187 shares; 2025Q1: 32,391 shares; 2025Q2: 31,837 shares; 2025Q3: 31,910 shares; 2025Q4: 31,973 shares 31,973 $10.3M 0.12% +63 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: 29,029 shares; 2024Q4: 27,134 shares; 2025Q1: 25,346 shares; 2025Q2: 28,245 shares; 2025Q3: 31,290 shares; 2025Q4: 31,437 shares 31,437 $10.3M 0.12% +147 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,565 shares; 2024Q4: 457,678 shares; 2025Q1: 416,232 shares; 2025Q2: 512,616 shares; 2025Q3: 525,238 shares; 2025Q4: 533,662 shares 533,662 $10.2M 0.12% +8,424 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,788 shares; 2025Q3: 230,994 shares; 2025Q4: 238,037 shares 238,037 $10.1M 0.11% +7,043 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: 213,618 shares; 2025Q3: 230,737 shares; 2025Q4: 258,769 shares 258,769 $9.98M 0.11% +28,032 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: 83,704 shares; 2024Q4: 77,450 shares; 2025Q1: 72,157 shares; 2025Q2: 72,210 shares; 2025Q3: 73,559 shares; 2025Q4: 69,515 shares 69,515 $9.98M 0.11% -4,044 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: 17,302 shares; 2024Q4: 27,190 shares; 2025Q1: 24,756 shares; 2025Q2: 24,538 shares; 2025Q3: 27,909 shares; 2025Q4: 32,630 shares 32,630 $9.92M 0.11% +4,721 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,495 shares; 2024Q4: 198,781 shares; 2025Q1: 188,827 shares; 2025Q2: 193,920 shares; 2025Q3: 204,942 shares; 2025Q4: 210,089 shares 210,089 $9.84M 0.11% +5,147 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: 170,511 shares; 2024Q4: 170,160 shares; 2025Q1: 159,109 shares; 2025Q2: 156,215 shares; 2025Q3: 154,211 shares; 2025Q4: 154,559 shares 154,559 $9.72M 0.11% +348 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: 142,079 shares; 2024Q4: 140,158 shares; 2025Q1: 138,045 shares; 2025Q2: 137,913 shares; 2025Q3: 146,162 shares; 2025Q4: 150,393 shares 150,393 $9.69M 0.11% +4,231 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 27,541 shares; 2025Q1: 24,635 shares; 2025Q2: 83,082 shares; 2025Q3: 186,068 shares; 2025Q4: 273,120 shares 273,120 $9.65M 0.11% +87,052 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: 117,446 shares; 2024Q4: 115,229 shares; 2025Q1: 106,183 shares; 2025Q2: 100,897 shares; 2025Q3: 101,167 shares; 2025Q4: 99,591 shares 99,591 $9.64M 0.11% -1,576 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 12,145 shares; 2025Q1: 70,329 shares; 2025Q2: 93,828 shares; 2025Q3: 159,777 shares; 2025Q4: 182,960 shares 182,960 $9.61M 0.11% +23,183 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,623 shares; 2024Q4: 118,885 shares; 2025Q1: 131,657 shares; 2025Q2: 65,153 shares; 2025Q3: 123,496 shares; 2025Q4: 131,117 shares 131,117 $9.53M 0.11% +7,621 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,429 shares; 2024Q4: 34,133 shares; 2025Q1: 32,743 shares; 2025Q2: 32,217 shares; 2025Q3: 30,043 shares; 2025Q4: 29,719 shares 29,719 $9.47M 0.11% -324 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: 231,714 shares; 2024Q4: 99,810 shares; 2025Q1: 106,098 shares; 2025Q2: 104,715 shares; 2025Q3: 112,383 shares; 2025Q4: 108,262 shares 108,262 $9.44M 0.11% -4,121 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 7,082 shares; 2025Q1: 207,590 shares; 2025Q2: 199,696 shares; 2025Q3: 203,228 shares; 2025Q4: 202,429 shares 202,429 $9.37M 0.11% -799 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: 15,468 shares; 2024Q4: 16,010 shares; 2025Q1: 17,427 shares; 2025Q2: 14,449 shares; 2025Q3: 9,617 shares; 2025Q4: 96,768 shares 96,768 $9.31M 0.11% +87,151 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,320 shares; 2024Q4: 46,426 shares; 2025Q1: 46,842 shares; 2025Q2: 31,658 shares; 2025Q3: 36,216 shares; 2025Q4: 44,522 shares 44,522 $9.29M 0.11% +8,306 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: 13,274 shares; 2024Q4: 13,304 shares; 2025Q1: 11,961 shares; 2025Q2: 11,254 shares; 2025Q3: 11,426 shares; 2025Q4: 11,419 shares 11,419 $9.24M 0.1% -7 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: 18,804 shares; 2024Q4: 38,002 shares; 2025Q1: 36,099 shares; 2025Q2: 47,070 shares; 2025Q3: 52,499 shares; 2025Q4: 49,967 shares 49,967 $9.2M 0.1% -2,532 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: 40,143 shares; 2024Q4: 39,762 shares; 2025Q1: 35,997 shares; 2025Q2: 34,767 shares; 2025Q3: 36,775 shares; 2025Q4: 37,770 shares 37,770 $9.11M 0.1% +995 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: 25,505 shares; 2024Q4: 25,143 shares; 2025Q1: 22,147 shares; 2025Q2: 22,599 shares; 2025Q3: 24,983 shares; 2025Q4: 25,207 shares 25,207 $9.08M 0.1% +224 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,651 shares; 2024Q4: 101,556 shares; 2025Q1: 103,765 shares; 2025Q2: 205,910 shares; 2025Q3: 218,214 shares; 2025Q4: 225,294 shares 225,294 $9.04M 0.1% +7,080 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,499 shares; 2024Q4: 20,247 shares; 2025Q1: 19,830 shares; 2025Q2: 19,734 shares; 2025Q3: 42,816 shares; 2025Q4: 52,300 shares 52,300 $8.92M 0.1% +9,484 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,178 shares; 2024Q4: 99,193 shares; 2025Q1: 97,339 shares; 2025Q2: 51,546 shares; 2025Q3: 66,851 shares; 2025Q4: 77,850 shares 77,850 $8.92M 0.1% +10,999 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,464 shares; 2024Q4: 38,917 shares; 2025Q1: 38,941 shares; 2025Q2: 38,499 shares; 2025Q3: 37,646 shares; 2025Q4: 41,872 shares 41,872 $8.85M 0.1% +4,226 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,238 shares; 2025Q1: 83,152 shares; 2025Q2: 138,721 shares; 2025Q3: 367,528 shares; 2025Q4: 380,358 shares 380,358 $8.78M 0.1% +12,830 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,583 shares; 2025Q2: 95,310 shares; 2025Q3: 115,570 shares; 2025Q4: 135,091 shares 135,091 $8.75M 0.1% +19,521 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,434 shares; 2024Q4: 77,397 shares; 2025Q1: 73,311 shares; 2025Q2: 73,724 shares; 2025Q3: 73,866 shares; 2025Q4: 75,835 shares 75,835 $8.71M 0.1% +1,969 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: 36,263 shares; 2024Q4: 37,220 shares; 2025Q1: 32,287 shares; 2025Q2: 32,371 shares; 2025Q3: 33,860 shares; 2025Q4: 32,649 shares 32,649 $8.65M 0.1% -1,211 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: 168,637 shares; 2024Q4: 134,692 shares; 2025Q1: 83,480 shares; 2025Q2: 89,585 shares; 2025Q3: 145,111 shares; 2025Q4: 143,612 shares 143,612 $8.61M 0.1% -1,499 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: 155,442 shares; 2024Q4: 177,771 shares; 2025Q1: 233,139 shares; 2025Q2: 234,479 shares; 2025Q3: 220,962 shares; 2025Q4: 222,952 shares 222,952 $8.54M 0.1% +1,990 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: 35,485 shares; 2024Q4: 31,429 shares; 2025Q1: 29,795 shares; 2025Q2: 32,805 shares; 2025Q3: 33,181 shares; 2025Q4: 40,577 shares 40,577 $8.54M 0.1% +7,396 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: 133,473 shares; 2024Q4: 132,589 shares; 2025Q1: 122,008 shares; 2025Q2: 117,978 shares; 2025Q3: 129,712 shares; 2025Q4: 121,665 shares 121,665 $8.51M 0.1% -8,047 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,718 shares; 2024Q4: 23,119 shares; 2025Q1: 24,004 shares; 2025Q2: 24,952 shares; 2025Q3: 25,107 shares; 2025Q4: 25,232 shares 25,232 $8.5M 0.1% +125 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: 40,268 shares; 2024Q4: 41,174 shares; 2025Q1: 40,388 shares; 2025Q2: 40,084 shares; 2025Q3: 43,013 shares; 2025Q4: 45,069 shares 45,069 $8.48M 0.1% +2,056 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: 4,226 shares; 2024Q4: 6,062 shares; 2025Q1: 5,826 shares; 2025Q2: 5,519 shares; 2025Q3: 9,461 shares; 2025Q4: 9,577 shares 9,577 $8.42M 0.1% +116 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: 72,092 shares; 2024Q4: 59,173 shares; 2025Q1: 54,295 shares; 2025Q2: 51,638 shares; 2025Q3: 82,670 shares; 2025Q4: 97,121 shares 97,121 $8.33M 0.09% +14,451 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: 9,509 shares; 2024Q4: 9,352 shares; 2025Q1: 9,466 shares; 2025Q2: 9,178 shares; 2025Q3: 9,395 shares; 2025Q4: 9,189 shares 9,189 $8.33M 0.09% -206 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: 52,162 shares; 2024Q4: 43,376 shares; 2025Q1: 42,720 shares; 2025Q2: 42,795 shares; 2025Q3: 46,092 shares; 2025Q4: 44,723 shares 44,723 $8.2M 0.09% -1,369 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: 50,954 shares; 2024Q4: 51,230 shares; 2025Q1: 53,401 shares; 2025Q2: 54,265 shares; 2025Q3: 53,377 shares; 2025Q4: 50,575 shares 50,575 $8.17M 0.09% -2,802 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: 27,427 shares; 2024Q4: 25,689 shares; 2025Q1: 24,136 shares; 2025Q2: 25,780 shares; 2025Q3: 32,091 shares; 2025Q4: 37,553 shares 37,553 $8.15M 0.09% +5,462 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,484 shares; 2025Q2: 156,635 shares; 2025Q3: 159,756 shares; 2025Q4: 162,900 shares 162,900 $8.1M 0.09% +3,144 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,881 shares; 2024Q4: 304,153 shares; 2025Q1: 267,308 shares; 2025Q2: 266,616 shares; 2025Q3: 270,353 shares; 2025Q4: 279,636 shares 279,636 $7.99M 0.09% +9,283 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,461 shares; 2024Q4: 50,901 shares; 2025Q1: 58,862 shares; 2025Q2: 62,905 shares; 2025Q3: 63,927 shares; 2025Q4: 60,888 shares 60,888 $7.95M 0.09% -3,039 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: 38,573 shares; 2024Q4: 38,840 shares; 2025Q1: 52,960 shares; 2025Q2: 54,006 shares; 2025Q3: 60,893 shares; 2025Q4: 58,018 shares 58,018 $7.95M 0.09% -2,875 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: 72,481 shares; 2024Q4: 73,752 shares; 2025Q1: 76,206 shares; 2025Q2: 94,674 shares; 2025Q3: 99,527 shares; 2025Q4: 97,083 shares 97,083 $7.93M 0.09% -2,444 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: 13,873 shares; 2024Q4: 13,452 shares; 2025Q1: 13,656 shares; 2025Q2: 18,659 shares; 2025Q3: 19,042 shares; 2025Q4: 19,074 shares 19,074 $7.87M 0.09% +32 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: 419,016 shares; 2024Q4: 354,490 shares; 2025Q1: 316,109 shares; 2025Q2: 328,815 shares; 2025Q3: 364,697 shares; 2025Q4: 427,459 shares 427,459 $7.79M 0.09% +62,762 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283,665 shares 283,665 $7.74M 0.09% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,084 shares; 2024Q4: 67,562 shares; 2025Q1: 65,884 shares; 2025Q2: 65,157 shares; 2025Q3: 68,818 shares; 2025Q4: 61,507 shares 61,507 $7.74M 0.09% -7,311 Timeline DFAT 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: 113,135 shares; 2024Q4: 110,706 shares; 2025Q1: 107,686 shares; 2025Q2: 108,276 shares; 2025Q3: 111,078 shares; 2025Q4: 128,304 shares 128,304 $7.64M 0.09% +17,226 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,586 shares; 2025Q1: 13,875 shares; 2025Q2: 14,364 shares; 2025Q3: 14,115 shares; 2025Q4: 13,756 shares 13,756 $7.6M 0.09% -359 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: not reported; 2025Q3: 74,609 shares; 2025Q4: 225,596 shares 225,596 $7.51M 0.08% +150,987 Timeline BANK OF AMER CORP 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: 6,341 shares; 2024Q4: 6,279 shares; 2025Q1: 6,172 shares; 2025Q2: 5,819 shares; 2025Q3: 5,760 shares; 2025Q4: 5,995 shares 5,995 $7.51M 0.08% +235 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: 72,530 shares; 2024Q4: 72,312 shares; 2025Q1: 50,389 shares; 2025Q2: 49,027 shares; 2025Q3: 53,494 shares; 2025Q4: 53,463 shares 53,463 $7.44M 0.08% -31 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: 17,839 shares; 2024Q4: 16,821 shares; 2025Q1: 14,726 shares; 2025Q2: 14,299 shares; 2025Q3: 15,417 shares; 2025Q4: 15,211 shares 15,211 $7.31M 0.08% -206 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: 109,862 shares; 2024Q4: 117,791 shares; 2025Q1: 122,266 shares; 2025Q2: 133,580 shares; 2025Q3: 142,371 shares; 2025Q4: 125,682 shares 125,682 $7.3M 0.08% -16,689 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: 81,152 shares; 2024Q4: 82,933 shares; 2025Q1: 73,550 shares; 2025Q2: 79,278 shares; 2025Q3: 93,264 shares; 2025Q4: 90,953 shares 90,953 $7.3M 0.08% -2,311 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,384 shares; 2025Q1: 50,465 shares; 2025Q2: 53,954 shares; 2025Q3: 58,036 shares; 2025Q4: 48,324 shares 48,324 $7.25M 0.08% -9,712 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: 111,957 shares; 2024Q4: 98,834 shares; 2025Q1: 116,775 shares; 2025Q2: 117,104 shares; 2025Q3: 122,798 shares; 2025Q4: 141,418 shares 141,418 $7.19M 0.08% +18,620 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,658 shares; 2024Q4: 121,486 shares; 2025Q1: 119,945 shares; 2025Q2: 119,679 shares; 2025Q3: 145,564 shares; 2025Q4: 123,576 shares 123,576 $7.16M 0.08% -21,988 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: 61,356 shares; 2024Q4: 60,669 shares; 2025Q1: 62,997 shares; 2025Q2: 65,856 shares; 2025Q3: 81,813 shares; 2025Q4: 74,371 shares 74,371 $7.14M 0.08% -7,442 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,193 shares; 2024Q4: 46,107 shares; 2025Q1: 43,518 shares; 2025Q2: 23,933 shares; 2025Q3: 41,148 shares; 2025Q4: 66,886 shares 66,886 $7.14M 0.08% +25,738 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: 34,513 shares; 2024Q4: 27,999 shares; 2025Q1: 15,140 shares; 2025Q2: 15,605 shares; 2025Q3: 22,056 shares; 2025Q4: 24,840 shares 24,840 $7.09M 0.08% +2,784 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: 50,669 shares; 2024Q4: 49,864 shares; 2025Q1: 46,086 shares; 2025Q2: 52,552 shares; 2025Q3: 70,631 shares; 2025Q4: 80,289 shares 80,289 $7.03M 0.08% +9,658 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: 19,310 shares; 2024Q4: 17,967 shares; 2025Q1: 16,834 shares; 2025Q2: 18,033 shares; 2025Q3: 21,853 shares; 2025Q4: 22,818 shares 22,818 $7.03M 0.08% +965 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: 65,629 shares; 2024Q4: 58,941 shares; 2025Q1: 57,525 shares; 2025Q2: 56,408 shares; 2025Q3: 74,589 shares; 2025Q4: 80,498 shares 80,498 $7.02M 0.08% +5,909 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: 20,003 shares; 2024Q4: 21,804 shares; 2025Q1: 20,810 shares; 2025Q2: 23,734 shares; 2025Q3: 60,233 shares; 2025Q4: 68,893 shares 68,893 $7M 0.08% +8,660 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: 42,550 shares; 2024Q4: 45,073 shares; 2025Q1: 47,929 shares; 2025Q2: 54,828 shares; 2025Q3: 82,495 shares; 2025Q4: 98,030 shares 98,030 $7M 0.08% +15,535 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 281,855 shares 281,855 $7M 0.08% +271,155 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,653 shares; 2024Q4: 83,516 shares; 2025Q1: 88,287 shares; 2025Q2: 99,598 shares; 2025Q3: 101,606 shares; 2025Q4: 102,250 shares 102,250 $6.96M 0.08% +644 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,918 shares; 2024Q4: 48,401 shares; 2025Q1: 62,736 shares; 2025Q2: 69,103 shares; 2025Q3: 72,045 shares; 2025Q4: 75,049 shares 75,049 $6.94M 0.08% +3,004 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: 16,278 shares; 2024Q4: 17,137 shares; 2025Q1: 17,407 shares; 2025Q2: 17,394 shares; 2025Q3: 19,001 shares; 2025Q4: 19,599 shares 19,599 $6.89M 0.08% +598 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,251 shares; 2025Q3: 104,750 shares; 2025Q4: 138,878 shares 138,878 $6.76M 0.08% +34,128 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: 71,593 shares; 2024Q4: 69,716 shares; 2025Q1: 69,379 shares; 2025Q2: 70,773 shares; 2025Q3: 125,178 shares; 2025Q4: 135,176 shares 135,176 $6.75M 0.08% +9,998 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: 135,098 shares; 2024Q4: 140,134 shares; 2025Q1: 128,207 shares; 2025Q2: 215,383 shares; 2025Q3: 140,691 shares; 2025Q4: 123,111 shares 123,111 $6.74M 0.08% -17,580 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: 32,811 shares; 2024Q4: 32,496 shares; 2025Q1: 20,722 shares; 2025Q2: 20,058 shares; 2025Q3: 22,077 shares; 2025Q4: 21,684 shares 21,684 $6.73M 0.08% -393 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,468 shares; 2024Q4: 99,712 shares; 2025Q1: 121,616 shares; 2025Q2: 156,702 shares; 2025Q3: 125,053 shares; 2025Q4: 65,286 shares 65,286 $6.69M 0.08% -59,767 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: 33,700 shares; 2024Q4: 34,231 shares; 2025Q1: 31,030 shares; 2025Q2: 33,240 shares; 2025Q3: 37,492 shares; 2025Q4: 43,507 shares 43,507 $6.68M 0.08% +6,015 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: 25,956 shares; 2024Q4: 30,439 shares; 2025Q1: 61,486 shares; 2025Q2: 79,791 shares; 2025Q3: 117,465 shares; 2025Q4: 149,533 shares 149,533 $6.65M 0.08% +32,068 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,446 shares; 2025Q1: 23,662 shares; 2025Q2: 163,639 shares; 2025Q3: 176,950 shares; 2025Q4: 252,624 shares 252,624 $6.63M 0.07% +75,674 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: 86,276 shares; 2024Q4: 81,546 shares; 2025Q1: 74,768 shares; 2025Q2: 73,608 shares; 2025Q3: 78,728 shares; 2025Q4: 78,288 shares 78,288 $6.59M 0.07% -440 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 22,179 shares; 2025Q1: 19,950 shares; 2025Q2: 19,298 shares; 2025Q3: 24,851 shares; 2025Q4: 153,439 shares 153,439 $6.58M 0.07% +128,588 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: 8,646 shares; 2024Q4: 8,721 shares; 2025Q1: 8,588 shares; 2025Q2: 8,927 shares; 2025Q3: 9,903 shares; 2025Q4: 42,808 shares 42,808 $6.56M 0.07% +32,905 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,884 shares; 2024Q4: 86,271 shares; 2025Q1: 93,290 shares; 2025Q2: 99,433 shares; 2025Q3: 119,308 shares; 2025Q4: 128,967 shares 128,967 $6.45M 0.07% +9,659 Timeline DFCF 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: 125,413 shares; 2024Q4: 142,238 shares; 2025Q1: 155,248 shares; 2025Q2: 146,019 shares; 2025Q3: 146,738 shares; 2025Q4: 149,946 shares 149,946 $6.38M 0.07% +3,208 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: 48,126 shares; 2024Q4: 46,638 shares; 2025Q1: 43,818 shares; 2025Q2: 47,191 shares; 2025Q3: 54,533 shares; 2025Q4: 54,308 shares 54,308 $6.37M 0.07% -225 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 22,833 shares; 2025Q1: 23,625 shares; 2025Q2: 23,225 shares; 2025Q3: 23,885 shares; 2025Q4: 24,535 shares 24,535 $6.35M 0.07% +650 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,456 shares; 2024Q4: 80,175 shares; 2025Q1: 82,856 shares; 2025Q2: 19,273 shares; 2025Q3: 45,336 shares; 2025Q4: 55,425 shares 55,425 $6.31M 0.07% +10,089 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: 20,383 shares; 2024Q4: 20,970 shares; 2025Q1: 21,458 shares; 2025Q2: 22,657 shares; 2025Q3: 25,706 shares; 2025Q4: 25,422 shares 25,422 $6.28M 0.07% -284 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: 100,290 shares; 2024Q4: 95,505 shares; 2025Q1: 97,075 shares; 2025Q2: 104,502 shares; 2025Q3: 110,242 shares; 2025Q4: 111,383 shares 111,383 $6.28M 0.07% +1,141 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: 56,088 shares; 2024Q4: 56,338 shares; 2025Q1: 56,402 shares; 2025Q2: 82,451 shares; 2025Q3: 91,901 shares; 2025Q4: 87,836 shares 87,836 $6.28M 0.07% -4,065 Timeline XSOE 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: 140,013 shares; 2024Q4: 146,809 shares; 2025Q1: 155,316 shares; 2025Q2: 167,071 shares; 2025Q3: 154,263 shares; 2025Q4: 160,519 shares 160,519 $6.26M 0.07% +6,256 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: 12,122 shares; 2024Q4: 12,650 shares; 2025Q1: 9,097 shares; 2025Q2: 11,145 shares; 2025Q3: 29,486 shares; 2025Q4: 44,147 shares 44,147 $6.25M 0.07% +14,661 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: 25,677 shares; 2024Q4: 26,220 shares; 2025Q1: 26,335 shares; 2025Q2: 25,468 shares; 2025Q3: 25,350 shares; 2025Q4: 25,320 shares 25,320 $6.24M 0.07% -30 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,710 shares; 2024Q4: 32,839 shares; 2025Q1: 32,998 shares; 2025Q2: 38,131 shares; 2025Q3: 38,420 shares; 2025Q4: 37,101 shares 37,101 $6.22M 0.07% -1,319 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: 92,686 shares; 2024Q4: 154,379 shares; 2025Q1: 455,132 shares; 2025Q2: 261,675 shares; 2025Q3: 134,028 shares; 2025Q4: 123,499 shares 123,499 $6.16M 0.07% -10,529 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: 8,977 shares; 2024Q4: 9,091 shares; 2025Q1: 8,880 shares; 2025Q2: 9,061 shares; 2025Q3: 9,467 shares; 2025Q4: 9,251 shares 9,251 $6.13M 0.07% -216 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: 10,665 shares; 2024Q4: 10,832 shares; 2025Q1: 10,794 shares; 2025Q2: 12,209 shares; 2025Q3: 14,474 shares; 2025Q4: 15,801 shares 15,801 $6.06M 0.07% +1,327 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: 8,803 shares; 2024Q4: 9,227 shares; 2025Q1: 9,319 shares; 2025Q2: 9,644 shares; 2025Q3: 11,450 shares; 2025Q4: 11,572 shares 11,572 $6.05M 0.07% +122 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,608 shares; 2025Q1: 5,585 shares; 2025Q2: 5,523 shares; 2025Q3: 5,708 shares; 2025Q4: 5,638 shares 5,638 $6.03M 0.07% -70 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: 34,838 shares; 2024Q4: 34,114 shares; 2025Q1: 32,856 shares; 2025Q2: 33,300 shares; 2025Q3: 35,285 shares; 2025Q4: 30,668 shares 30,668 $5.98M 0.07% -4,617 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,337 shares; 2024Q4: 148,344 shares; 2025Q1: 149,994 shares; 2025Q2: 154,904 shares; 2025Q3: 166,000 shares; 2025Q4: 175,082 shares 175,082 $5.92M 0.07% +9,082 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: 321,596 shares; 2024Q4: 312,772 shares; 2025Q1: 257,349 shares; 2025Q2: 280,511 shares; 2025Q3: 304,377 shares; 2025Q4: 358,929 shares 358,929 $5.92M 0.07% +54,552 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: 25,434 shares; 2024Q4: 25,199 shares; 2025Q1: 22,668 shares; 2025Q2: 35,534 shares; 2025Q3: 43,926 shares; 2025Q4: 36,479 shares 36,479 $5.85M 0.07% -7,447 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,334 shares; 2025Q2: 46,380 shares; 2025Q3: 116,456 shares; 2025Q4: 164,128 shares 164,128 $5.85M 0.07% +47,672 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,461 shares; 2024Q4: 86,748 shares; 2025Q1: 86,952 shares; 2025Q2: 92,947 shares; 2025Q3: 188,691 shares; 2025Q4: 221,981 shares 221,981 $5.81M 0.07% +33,290 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: 19,123 shares; 2024Q4: 20,178 shares; 2025Q1: 20,050 shares; 2025Q2: 18,880 shares; 2025Q3: 19,194 shares; 2025Q4: 19,190 shares 19,190 $5.8M 0.07% -4 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: 35,716 shares; 2024Q4: 36,338 shares; 2025Q1: 36,557 shares; 2025Q2: 35,994 shares; 2025Q3: 35,961 shares; 2025Q4: 35,689 shares 35,689 $5.78M 0.07% -272 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: 237,761 shares; 2024Q4: 240,392 shares; 2025Q1: 221,314 shares; 2025Q2: 304,014 shares; 2025Q3: 270,541 shares; 2025Q4: 229,429 shares 229,429 $5.7M 0.06% -41,112 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: 13,158 shares; 2024Q4: 33,429 shares; 2025Q1: 10,952 shares; 2025Q2: 22,889 shares; 2025Q3: 23,100 shares; 2025Q4: 46,781 shares 46,781 $5.59M 0.06% +23,681 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,022 shares; 2024Q4: 54,414 shares; 2025Q1: 56,036 shares; 2025Q2: 57,580 shares; 2025Q3: 57,708 shares; 2025Q4: 57,494 shares 57,494 $5.58M 0.06% -214 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: 65,534 shares; 2024Q4: 66,465 shares; 2025Q1: 67,942 shares; 2025Q2: 77,312 shares; 2025Q3: 78,288 shares; 2025Q4: 75,278 shares 75,278 $5.53M 0.06% -3,010 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: 44,974 shares; 2024Q4: 43,280 shares; 2025Q1: 38,093 shares; 2025Q2: 38,616 shares; 2025Q3: 47,874 shares; 2025Q4: 54,719 shares 54,719 $5.47M 0.06% +6,845 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: 11,541 shares; 2024Q4: 8,453 shares; 2025Q1: 8,556 shares; 2025Q2: 9,249 shares; 2025Q3: 10,163 shares; 2025Q4: 11,727 shares 11,727 $5.46M 0.06% +1,564 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: 158,162 shares; 2024Q4: 170,297 shares; 2025Q1: 159,677 shares; 2025Q2: 160,105 shares; 2025Q3: 159,192 shares; 2025Q4: 164,737 shares 164,737 $5.44M 0.06% +5,545 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: 10,562 shares; 2024Q4: 11,487 shares; 2025Q1: 9,097 shares; 2025Q2: 9,493 shares; 2025Q3: 11,254 shares; 2025Q4: 11,235 shares 11,235 $5.43M 0.06% -19 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: 6,191 shares; 2024Q4: 6,259 shares; 2025Q1: 5,667 shares; 2025Q2: 6,619 shares; 2025Q3: 8,308 shares; 2025Q4: 9,516 shares 9,516 $5.43M 0.06% +1,208 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,976 shares; 2025Q2: 48,058 shares; 2025Q3: 117,293 shares; 2025Q4: 170,451 shares 170,451 $5.39M 0.06% +53,158 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,219 shares; 2024Q4: 151,062 shares; 2025Q1: 135,288 shares; 2025Q2: 125,025 shares; 2025Q3: 116,452 shares; 2025Q4: 120,926 shares 120,926 $5.36M 0.06% +4,474 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: 290,370 shares; 2024Q4: 281,526 shares; 2025Q1: 262,752 shares; 2025Q2: 250,377 shares; 2025Q3: 248,824 shares; 2025Q4: 213,361 shares 213,361 $5.31M 0.06% -35,463 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,576 shares; 2024Q4: 41,210 shares; 2025Q1: 41,334 shares; 2025Q2: 39,685 shares; 2025Q3: 39,442 shares; 2025Q4: 38,814 shares 38,814 $5.28M 0.06% -628 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,139 shares; 2025Q1: 366,334 shares; 2025Q2: 548,477 shares; 2025Q3: 508,478 shares; 2025Q4: 626,085 shares 626,085 $5.23M 0.06% +117,607 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: 57,557 shares; 2024Q4: 58,801 shares; 2025Q1: 58,849 shares; 2025Q2: 63,278 shares; 2025Q3: 103,835 shares; 2025Q4: 90,741 shares 90,741 $5.23M 0.06% -13,094 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 5,784 shares; 2025Q1: 5,789 shares; 2025Q2: 5,867 shares; 2025Q3: 5,821 shares; 2025Q4: 18,211 shares 18,211 $5.23M 0.06% +12,390 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,433 shares; 2024Q4: 66,816 shares; 2025Q1: 62,419 shares; 2025Q2: 65,119 shares; 2025Q3: 67,356 shares; 2025Q4: 65,747 shares 65,747 $5.22M 0.06% -1,609 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,602 shares; 2025Q1: 143,111 shares; 2025Q2: 145,415 shares; 2025Q3: 145,929 shares; 2025Q4: 144,497 shares 144,497 $5.19M 0.06% -1,432 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,195 shares; 2024Q4: 228,348 shares; 2025Q1: 224,773 shares; 2025Q2: 136,312 shares; 2025Q3: 184,134 shares; 2025Q4: 192,708 shares 192,708 $5.19M 0.06% +8,574 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,417 shares; 2024Q4: 41,649 shares; 2025Q1: 47,314 shares; 2025Q2: 68,702 shares; 2025Q3: 75,206 shares; 2025Q4: 101,267 shares 101,267 $5.16M 0.06% +26,061 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,122 shares; 2024Q4: 149,411 shares; 2025Q1: 136,205 shares; 2025Q2: 126,516 shares; 2025Q3: 107,685 shares; 2025Q4: 103,102 shares 103,102 $5.15M 0.06% -4,583 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,577 shares; 2025Q1: 65,882 shares; 2025Q2: 92,955 shares; 2025Q3: 122,925 shares; 2025Q4: 139,648 shares 139,648 $5.11M 0.06% +16,723 Timeline DFUV 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: 113,980 shares; 2024Q4: 109,258 shares; 2025Q1: 107,929 shares; 2025Q2: 107,972 shares; 2025Q3: 110,158 shares; 2025Q4: 108,829 shares 108,829 $5.07M 0.06% -1,329 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,985 shares; 2024Q4: 110,647 shares; 2025Q1: 105,972 shares; 2025Q2: 110,347 shares; 2025Q3: 110,650 shares; 2025Q4: 111,502 shares 111,502 $5.04M 0.06% +852 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,186 shares; 2024Q4: 34,019 shares; 2025Q1: 38,531 shares; 2025Q2: 41,409 shares; 2025Q3: 40,203 shares; 2025Q4: 39,609 shares 39,609 $4.99M 0.06% -594 Timeline SCHV 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: 22,389 shares; 2024Q4: 109,526 shares; 2025Q1: 117,499 shares; 2025Q2: 73,795 shares; 2025Q3: 115,570 shares; 2025Q4: 168,482 shares 168,482 $4.99M 0.06% +52,912 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: 37,729 shares; 2024Q4: 35,830 shares; 2025Q1: 33,960 shares; 2025Q2: 30,786 shares; 2025Q3: 31,975 shares; 2025Q4: 31,142 shares 31,142 $4.99M 0.06% -833 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,242 shares; 2024Q4: 80,733 shares; 2025Q1: 87,704 shares; 2025Q2: 103,040 shares; 2025Q3: 109,723 shares; 2025Q4: 130,211 shares 130,211 $4.98M 0.06% +20,488 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,705 shares; 2025Q4: 128,182 shares 128,182 $4.95M 0.06% +477 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: 250,319 shares; 2024Q4: 163,789 shares; 2025Q1: 164,061 shares; 2025Q2: 168,941 shares; 2025Q3: 179,417 shares; 2025Q4: 186,332 shares 186,332 $4.93M 0.06% +6,915 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 20,114 shares; 2025Q2: 30,890 shares; 2025Q3: 33,702 shares; 2025Q4: 52,855 shares 52,855 $4.89M 0.06% +19,153 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,904 shares; 2025Q3: 122,956 shares; 2025Q4: 176,954 shares 176,954 $4.89M 0.06% +53,998 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,443 shares; 2024Q4: 71,551 shares; 2025Q1: 76,461 shares; 2025Q2: 79,636 shares; 2025Q3: 65,194 shares; 2025Q4: 68,465 shares 68,465 $4.86M 0.05% +3,271 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,371 shares; 2024Q4: 24,083 shares; 2025Q1: 17,051 shares; 2025Q2: 15,531 shares; 2025Q3: 68,696 shares; 2025Q4: 62,619 shares 62,619 $4.82M 0.05% -6,077 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 13,918 shares; 2025Q1: 23,745 shares; 2025Q2: 51,201 shares; 2025Q3: 50,979 shares; 2025Q4: 48,157 shares 48,157 $4.81M 0.05% -2,822 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: 48,206 shares; 2024Q4: 54,396 shares; 2025Q1: 49,867 shares; 2025Q2: 88,374 shares; 2025Q3: 85,163 shares; 2025Q4: 83,900 shares 83,900 $4.8M 0.05% -1,263 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,454 shares; 2024Q4: 70,225 shares; 2025Q1: 74,494 shares; 2025Q2: 80,675 shares; 2025Q3: 85,098 shares; 2025Q4: 81,634 shares 81,634 $4.79M 0.05% -3,464 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,603 shares; 2024Q4: 37,529 shares; 2025Q1: 36,538 shares; 2025Q2: 32,627 shares; 2025Q3: 32,482 shares; 2025Q4: 31,711 shares 31,711 $4.72M 0.05% -771 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: 202,913 shares; 2024Q4: 155,756 shares; 2025Q1: 137,667 shares; 2025Q2: 128,652 shares; 2025Q3: 144,912 shares; 2025Q4: 127,420 shares 127,420 $4.7M 0.05% -17,492 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: 44,630 shares; 2024Q4: 47,344 shares; 2025Q1: 48,701 shares; 2025Q2: 57,233 shares; 2025Q3: 58,585 shares; 2025Q4: 55,936 shares 55,936 $4.68M 0.05% -2,649 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: 42,042 shares; 2024Q4: 42,174 shares; 2025Q1: 41,345 shares; 2025Q2: 44,844 shares; 2025Q3: 45,995 shares; 2025Q4: 46,247 shares 46,247 $4.67M 0.05% +252 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,835 shares; 2025Q1: 2,771 shares; 2025Q2: 2,731 shares; 2025Q3: 3,664 shares; 2025Q4: 4,350 shares 4,350 $4.66M 0.05% +686 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,034 shares; 2024Q4: 109,125 shares; 2025Q1: 84,596 shares; 2025Q2: 275,459 shares; 2025Q3: 280,447 shares; 2025Q4: 262,721 shares 262,721 $4.64M 0.05% -17,726 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: 27,890 shares; 2024Q4: 25,675 shares; 2025Q1: 23,125 shares; 2025Q2: 22,931 shares; 2025Q3: 25,389 shares; 2025Q4: 25,992 shares 25,992 $4.61M 0.05% +603 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: 13,706 shares; 2024Q4: 13,470 shares; 2025Q1: 13,016 shares; 2025Q2: 12,730 shares; 2025Q3: 13,749 shares; 2025Q4: 14,728 shares 14,728 $4.6M 0.05% +979 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: 13,252 shares; 2024Q4: 14,191 shares; 2025Q1: 6,825 shares; 2025Q2: 7,079 shares; 2025Q3: 123,788 shares; 2025Q4: 116,484 shares 116,484 $4.6M 0.05% -7,304 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: 15,566 shares; 2024Q4: 15,956 shares; 2025Q1: 16,686 shares; 2025Q2: 17,333 shares; 2025Q3: 18,030 shares; 2025Q4: 18,122 shares 18,122 $4.59M 0.05% +92 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: 25,290 shares; 2024Q4: 31,072 shares; 2025Q1: 26,478 shares; 2025Q2: 27,397 shares; 2025Q3: 29,465 shares; 2025Q4: 22,503 shares 22,503 $4.57M 0.05% -6,962 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,796 shares; 2024Q4: 51,409 shares; 2025Q1: 59,160 shares; 2025Q2: 73,145 shares; 2025Q3: 86,724 shares; 2025Q4: 89,397 shares 89,397 $4.55M 0.05% +2,673 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,090 shares; 2024Q4: 35,177 shares; 2025Q1: 25,118 shares; 2025Q2: 25,790 shares; 2025Q3: 39,387 shares; 2025Q4: 38,940 shares 38,940 $4.54M 0.05% -447 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: 7,711 shares; 2024Q4: 6,745 shares; 2025Q1: 6,562 shares; 2025Q2: 6,798 shares; 2025Q3: 7,361 shares; 2025Q4: 7,995 shares 7,995 $4.54M 0.05% +634 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 9,758 shares; 2025Q3: 11,372 shares; 2025Q4: 19,753 shares 19,753 $4.54M 0.05% +8,381 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: 172,619 shares; 2024Q4: 203,147 shares; 2025Q1: 132,346 shares; 2025Q2: 138,898 shares; 2025Q3: 138,325 shares; 2025Q4: 140,523 shares 140,523 $4.51M 0.05% +2,198 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: 166,932 shares; 2024Q4: 104,906 shares; 2025Q1: 43,124 shares; 2025Q2: 46,544 shares; 2025Q3: 61,196 shares; 2025Q4: 45,148 shares 45,148 $4.48M 0.05% -16,048 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,827 shares; 2025Q4: 189,233 shares 189,233 $4.47M 0.05% +6,406 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,334 shares; 2025Q2: 55,867 shares; 2025Q3: 71,160 shares; 2025Q4: 82,547 shares 82,547 $4.45M 0.05% +11,387 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: not reported; 2024Q4: not reported; 2025Q1: 9,541 shares; 2025Q2: 55,369 shares; 2025Q3: 152,007 shares; 2025Q4: 167,404 shares 167,404 $4.44M 0.05% +15,397 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,034 shares; 2024Q4: 77,681 shares; 2025Q1: 72,225 shares; 2025Q2: 88,812 shares; 2025Q3: 90,519 shares; 2025Q4: 94,826 shares 94,826 $4.44M 0.05% +4,307 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,895 shares; 2024Q4: 18,308 shares; 2025Q1: 18,879 shares; 2025Q2: 19,407 shares; 2025Q3: 19,598 shares; 2025Q4: 19,670 shares 19,670 $4.39M 0.05% +72 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: 46,691 shares; 2024Q4: 61,423 shares; 2025Q1: 105,674 shares; 2025Q2: 103,792 shares; 2025Q3: 107,567 shares; 2025Q4: 117,980 shares 117,980 $4.35M 0.05% +10,413 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,906 shares; 2025Q2: 60,464 shares; 2025Q3: 74,746 shares; 2025Q4: 159,965 shares 159,965 $4.27M 0.05% +85,219 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,611 shares; 2024Q4: 22,584 shares; 2025Q1: 19,689 shares; 2025Q2: 17,516 shares; 2025Q3: 17,611 shares; 2025Q4: 65,582 shares 65,582 $4.26M 0.05% +47,971 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 57,063 shares; 2025Q1: 60,787 shares; 2025Q2: 62,288 shares; 2025Q3: 63,248 shares; 2025Q4: 63,525 shares 63,525 $4.26M 0.05% +277 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,411 shares; 2024Q4: 232,038 shares; 2025Q1: 207,400 shares; 2025Q2: 175,563 shares; 2025Q3: 108,761 shares; 2025Q4: 181,576 shares 181,576 $4.25M 0.05% +72,815 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,924 shares; 2025Q4: 116,966 shares 116,966 $4.22M 0.05% +67,042 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: 12,969 shares; 2024Q4: 13,528 shares; 2025Q1: 10,954 shares; 2025Q2: 10,555 shares; 2025Q3: 10,908 shares; 2025Q4: 13,033 shares 13,033 $4.21M 0.05% +2,125 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: 48,461 shares; 2024Q4: 148,211 shares; 2025Q1: 154,153 shares; 2025Q2: 150,838 shares; 2025Q3: 170,685 shares; 2025Q4: 158,489 shares 158,489 $4.2M 0.05% -12,196 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,760 shares; 2025Q4: 43,010 shares 43,010 $4.19M 0.05% -4,750 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: 35,025 shares; 2024Q4: 32,963 shares; 2025Q1: 31,449 shares; 2025Q2: 51,930 shares; 2025Q3: 49,686 shares; 2025Q4: 94,058 shares 94,058 $4.19M 0.05% +44,372 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,356 shares; 2025Q3: 82,222 shares; 2025Q4: 130,735 shares 130,735 $4.17M 0.05% +48,513 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: 15,912 shares; 2024Q4: 13,792 shares; 2025Q1: 12,637 shares; 2025Q2: 13,022 shares; 2025Q3: 12,971 shares; 2025Q4: 13,846 shares 13,846 $4.17M 0.05% +875 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: 98,782 shares; 2024Q4: 98,191 shares; 2025Q1: 98,936 shares; 2025Q2: 99,505 shares; 2025Q3: 97,037 shares; 2025Q4: 93,846 shares 93,846 $4.16M 0.05% -3,191 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,722 shares; 2024Q4: 14,652 shares; 2025Q1: 28,134 shares; 2025Q2: 30,713 shares; 2025Q3: 30,916 shares; 2025Q4: 29,892 shares 29,892 $4.15M 0.05% -1,024 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: 616 shares; 2024Q4: 556 shares; 2025Q1: 520 shares; 2025Q2: 677 shares; 2025Q3: 832 shares; 2025Q4: 774 shares 774 $4.15M 0.05% -58 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,624 shares; 2024Q4: 9,761 shares; 2025Q1: 23,323 shares; 2025Q2: 25,403 shares; 2025Q3: 20,461 shares; 2025Q4: 24,565 shares 24,565 $4.09M 0.05% +4,104 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,063 shares; 2024Q4: 521,997 shares; 2025Q1: 503,478 shares; 2025Q2: 511,842 shares; 2025Q3: 509,852 shares; 2025Q4: 502,224 shares 502,224 $4.07M 0.05% -7,628 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,624 shares; 2025Q3: 50,162 shares; 2025Q4: 56,815 shares 56,815 $4.03M 0.05% +6,653 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,786 shares; 2024Q4: 63,574 shares; 2025Q1: 61,039 shares; 2025Q2: 59,002 shares; 2025Q3: 57,904 shares; 2025Q4: 58,003 shares 58,003 $4.02M 0.05% +99 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,340 shares; 2024Q4: 32,101 shares; 2025Q1: 31,708 shares; 2025Q2: 31,727 shares; 2025Q3: 31,691 shares; 2025Q4: 31,613 shares 31,613 $4.02M 0.05% -78 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,006 shares; 2024Q4: 47,157 shares; 2025Q1: 41,602 shares; 2025Q2: 41,333 shares; 2025Q3: 39,922 shares; 2025Q4: 38,417 shares 38,417 $4M 0.05% -1,505 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: 6,656 shares; 2024Q4: 6,570 shares; 2025Q1: 4,127 shares; 2025Q2: 27,678 shares; 2025Q3: 42,689 shares; 2025Q4: 30,877 shares 30,877 $3.98M 0.05% -11,812 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: 2,566 shares; 2024Q4: 2,877 shares; 2025Q1: 2,441 shares; 2025Q2: 2,576 shares; 2025Q3: 2,976 shares; 2025Q4: 2,993 shares 2,993 $3.98M 0.04% +17 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: 23,411 shares; 2024Q4: 23,487 shares; 2025Q1: 21,901 shares; 2025Q2: 26,780 shares; 2025Q3: 26,776 shares; 2025Q4: 25,656 shares 25,656 $3.98M 0.04% -1,120 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 24,403 shares; 2025Q1: 35,831 shares; 2025Q2: 43,155 shares; 2025Q3: 80,580 shares; 2025Q4: 80,123 shares 80,123 $3.98M 0.04% -457 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: 59,573 shares; 2024Q4: 64,049 shares; 2025Q1: 61,353 shares; 2025Q2: 64,398 shares; 2025Q3: 50,507 shares; 2025Q4: 53,827 shares 53,827 $3.96M 0.04% +3,320 Timeline MUNI 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: 14,328 shares; 2024Q4: 22,521 shares; 2025Q1: 31,837 shares; 2025Q2: 55,564 shares; 2025Q3: 55,466 shares; 2025Q4: 75,230 shares 75,230 $3.94M 0.04% +19,764 Timeline PHYL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,899 shares; 2025Q4: 110,594 shares 110,594 $3.92M 0.04% +9,695 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: 12,660 shares; 2024Q4: 14,475 shares; 2025Q1: 16,345 shares; 2025Q2: 16,377 shares; 2025Q3: 17,460 shares; 2025Q4: 17,829 shares 17,829 $3.92M 0.04% +369 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: 9,059 shares; 2024Q4: 7,540 shares; 2025Q1: 6,022 shares; 2025Q2: 14,429 shares; 2025Q3: 15,094 shares; 2025Q4: 15,944 shares 15,944 $3.86M 0.04% +850 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,473 shares; 2024Q4: 15,244 shares; 2025Q1: 15,261 shares; 2025Q2: 15,481 shares; 2025Q3: 15,851 shares; 2025Q4: 16,012 shares 16,012 $3.86M 0.04% +161 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,017 shares; 2024Q4: 92,792 shares; 2025Q1: 89,196 shares; 2025Q2: 87,625 shares; 2025Q3: 88,060 shares; 2025Q4: 93,101 shares 93,101 $3.86M 0.04% +5,041 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,935 shares; 2024Q4: 10,656 shares; 2025Q1: 70,180 shares; 2025Q2: 77,215 shares; 2025Q3: 86,500 shares; 2025Q4: 83,825 shares 83,825 $3.86M 0.04% -2,675 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 11,491 shares; 2025Q1: 11,211 shares; 2025Q2: 10,892 shares; 2025Q3: 10,907 shares; 2025Q4: 9,920 shares 9,920 $3.84M 0.04% -987 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,021 shares; 2025Q1: 13,303 shares; 2025Q2: 13,598 shares; 2025Q3: 12,339 shares; 2025Q4: 12,211 shares 12,211 $3.83M 0.04% -128 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,276 shares; 2024Q4: 36,777 shares; 2025Q1: 37,573 shares; 2025Q2: 40,782 shares; 2025Q3: 41,577 shares; 2025Q4: 41,483 shares 41,483 $3.8M 0.04% -94 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,027 shares; 2024Q4: 19,851 shares; 2025Q1: 36,170 shares; 2025Q2: 36,041 shares; 2025Q3: 37,369 shares; 2025Q4: 40,654 shares 40,654 $3.79M 0.04% +3,285 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,320 shares; 2024Q4: 17,928 shares; 2025Q1: 19,179 shares; 2025Q2: 19,994 shares; 2025Q3: 20,548 shares; 2025Q4: 20,748 shares 20,748 $3.79M 0.04% +200 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,349 shares; 2025Q2: 87,443 shares; 2025Q3: 97,184 shares; 2025Q4: 100,288 shares 100,288 $3.77M 0.04% +3,104 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,104 shares; 2024Q4: 134,732 shares; 2025Q1: 149,033 shares; 2025Q2: 120,782 shares; 2025Q3: 119,298 shares; 2025Q4: 123,034 shares 123,034 $3.76M 0.04% +3,736 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: 15,940 shares; 2024Q4: 16,262 shares; 2025Q1: 14,564 shares; 2025Q2: 15,185 shares; 2025Q3: 18,197 shares; 2025Q4: 16,195 shares 16,195 $3.75M 0.04% -2,002 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: 7,585 shares; 2024Q4: 11,243 shares; 2025Q1: 15,960 shares; 2025Q2: 16,575 shares; 2025Q3: 24,226 shares; 2025Q4: 23,190 shares 23,190 $3.74M 0.04% -1,036 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,640 shares; 2024Q4: 335,840 shares; 2025Q1: 310,000 shares; 2025Q2: 220,000 shares; 2025Q3: 229,000 shares; 2025Q4: 409,000 shares 409,000 $3.66M 0.04% +180,000 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,541 shares; 2024Q4: 29,889 shares; 2025Q1: 32,388 shares; 2025Q2: 33,022 shares; 2025Q3: 54,514 shares; 2025Q4: 54,964 shares 54,964 $3.65M 0.04% +450 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,993 shares; 2024Q4: 90,784 shares; 2025Q1: 90,638 shares; 2025Q2: 80,489 shares; 2025Q3: 65,596 shares; 2025Q4: 65,588 shares 65,588 $3.64M 0.04% -8 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: 157,902 shares; 2024Q4: 122,407 shares; 2025Q1: 101,911 shares; 2025Q2: 126,328 shares; 2025Q3: 123,767 shares; 2025Q4: 157,829 shares 157,829 $3.63M 0.04% +34,062 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,827 shares; 2024Q4: 17,439 shares; 2025Q1: 17,367 shares; 2025Q2: 13,713 shares; 2025Q3: 56,998 shares; 2025Q4: 53,612 shares 53,612 $3.63M 0.04% -3,386 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: 208,500 shares; 2024Q4: 200,221 shares; 2025Q1: 163,167 shares; 2025Q2: 477,550 shares; 2025Q3: 490,029 shares; 2025Q4: 123,253 shares 123,253 $3.61M 0.04% -366,776 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: 2,108 shares; 2024Q4: 2,744 shares; 2025Q1: 2,022 shares; 2025Q2: 1,696 shares; 2025Q3: 2,298 shares; 2025Q4: 13,214 shares 13,214 $3.61M 0.04% +10,916 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,402 shares; 2025Q1: 4,512 shares; 2025Q2: 4,895 shares; 2025Q3: 4,801 shares; 2025Q4: 4,699 shares 4,699 $3.6M 0.04% -102 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: 4,626 shares; 2024Q4: 4,249 shares; 2025Q1: 3,784 shares; 2025Q2: 2,559 shares; 2025Q3: 2,870 shares; 2025Q4: 2,859 shares 2,859 $3.47M 0.04% -11 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: 12,357 shares; 2024Q4: 13,056 shares; 2025Q1: 14,612 shares; 2025Q2: 14,325 shares; 2025Q3: 16,207 shares; 2025Q4: 15,372 shares 15,372 $3.45M 0.04% -835 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,551 shares; 2024Q4: 97,403 shares; 2025Q1: 54,357 shares; 2025Q2: 56,898 shares; 2025Q3: 421,118 shares; 2025Q4: 114,109 shares 114,109 $3.45M 0.04% -307,009 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: 72,968 shares; 2024Q4: 58,473 shares; 2025Q1: 43,055 shares; 2025Q2: 41,316 shares; 2025Q3: 37,813 shares; 2025Q4: 76,616 shares 76,616 $3.43M 0.04% +38,803 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: 60,059 shares; 2024Q4: 61,407 shares; 2025Q1: 60,820 shares; 2025Q2: 63,903 shares; 2025Q3: 70,772 shares; 2025Q4: 63,487 shares 63,487 $3.42M 0.04% -7,285 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,546 shares; 2025Q2: 59,156 shares; 2025Q3: 54,218 shares; 2025Q4: 67,893 shares 67,893 $3.39M 0.04% +13,675 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: 22,875 shares; 2024Q4: 22,582 shares; 2025Q1: 22,872 shares; 2025Q2: 23,034 shares; 2025Q3: 22,670 shares; 2025Q4: 22,486 shares 22,486 $3.38M 0.04% -184 Timeline CLIP 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: 9,735 shares; 2024Q4: 25,812 shares; 2025Q1: 23,990 shares; 2025Q2: 20,532 shares; 2025Q3: 29,452 shares; 2025Q4: 33,609 shares 33,609 $3.36M 0.04% +4,157 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,144 shares; 2024Q4: 16,744 shares; 2025Q1: 20,392 shares; 2025Q2: 23,787 shares; 2025Q3: 28,217 shares; 2025Q4: 39,514 shares 39,514 $3.36M 0.04% +11,297 Timeline HACK 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: 35,016 shares; 2024Q4: 34,655 shares; 2025Q1: 35,056 shares; 2025Q2: 38,589 shares; 2025Q3: 39,889 shares; 2025Q4: 41,705 shares 41,705 $3.35M 0.04% +1,816 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 26,482 shares; 2025Q1: 27,597 shares; 2025Q2: 30,571 shares; 2025Q3: 31,537 shares; 2025Q4: 31,838 shares 31,838 $3.34M 0.04% +301 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,135 shares; 2024Q4: 48,752 shares; 2025Q1: 47,147 shares; 2025Q2: 44,940 shares; 2025Q3: 47,854 shares; 2025Q4: 46,790 shares 46,790 $3.34M 0.04% -1,064 Timeline SLYV 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: 4,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,343 shares; 2025Q4: 36,628 shares 36,628 $3.33M 0.04% -715 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,683 shares; 2024Q4: 84,779 shares; 2025Q1: 108,162 shares; 2025Q2: 110,878 shares; 2025Q3: 115,607 shares; 2025Q4: 128,473 shares 128,473 $3.31M 0.04% +12,866 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: 25,658 shares; 2024Q4: 22,288 shares; 2025Q1: 10,745 shares; 2025Q2: 10,590 shares; 2025Q3: 12,753 shares; 2025Q4: 12,842 shares 12,842 $3.3M 0.04% +89 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,271 shares; 2025Q3: 151,815 shares; 2025Q4: 156,164 shares 156,164 $3.3M 0.04% +4,349 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: 15,335 shares; 2024Q4: 15,940 shares; 2025Q1: 13,585 shares; 2025Q2: 13,678 shares; 2025Q3: 20,247 shares; 2025Q4: 25,280 shares 25,280 $3.23M 0.04% +5,033 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: 37,082 shares; 2024Q4: 39,763 shares; 2025Q1: 41,884 shares; 2025Q2: 47,541 shares; 2025Q3: 51,441 shares; 2025Q4: 56,042 shares 56,042 $3.21M 0.04% +4,601 Timeline OUSA 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: 54,458 shares; 2024Q4: 55,881 shares; 2025Q1: 52,509 shares; 2025Q2: 53,727 shares; 2025Q3: 55,620 shares; 2025Q4: 55,572 shares 55,572 $3.21M 0.04% -48 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: 19,253 shares; 2024Q4: 18,488 shares; 2025Q1: 18,646 shares; 2025Q2: 18,965 shares; 2025Q3: 23,410 shares; 2025Q4: 24,131 shares 24,131 $3.2M 0.04% +721 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: 246,982 shares; 2024Q4: 260,408 shares; 2025Q1: 265,920 shares; 2025Q2: 290,351 shares; 2025Q3: 71,124 shares; 2025Q4: 91,847 shares 91,847 $3.18M 0.04% +20,723 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: 19,651 shares; 2024Q4: 15,891 shares; 2025Q1: 13,431 shares; 2025Q2: 22,103 shares; 2025Q3: 20,391 shares; 2025Q4: 19,517 shares 19,517 $3.17M 0.04% -874 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,642 shares; 2024Q4: 36,234 shares; 2025Q1: 35,682 shares; 2025Q2: 31,839 shares; 2025Q3: 32,001 shares; 2025Q4: 30,190 shares 30,190 $3.17M 0.04% -1,811 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: 106,722 shares; 2024Q4: 115,222 shares; 2025Q1: 120,522 shares; 2025Q2: 124,172 shares; 2025Q3: 124,772 shares; 2025Q4: 133,548 shares 133,548 $3.16M 0.04% +8,776 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: 62,930 shares; 2024Q4: 28,782 shares; 2025Q1: 27,216 shares; 2025Q2: 26,895 shares; 2025Q3: 27,821 shares; 2025Q4: 26,827 shares 26,827 $3.16M 0.04% -994 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: 15,655 shares; 2024Q4: 25,407 shares; 2025Q1: 21,829 shares; 2025Q2: 27,712 shares; 2025Q3: 35,568 shares; 2025Q4: 39,410 shares 39,410 $3.11M 0.04% +3,842 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,436 shares; 2024Q4: 60,498 shares; 2025Q1: 57,286 shares; 2025Q2: 56,061 shares; 2025Q3: 64,424 shares; 2025Q4: 63,100 shares 63,100 $3.11M 0.04% -1,324 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: 7,677 shares; 2024Q4: 7,164 shares; 2025Q1: 7,440 shares; 2025Q2: 7,972 shares; 2025Q3: 8,322 shares; 2025Q4: 8,755 shares 8,755 $3.09M 0.03% +433 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,871 shares; 2025Q3: 93,262 shares; 2025Q4: 136,414 shares 136,414 $3.09M 0.03% +43,152 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: 6,790 shares; 2025Q3: 22,679 shares; 2025Q4: 43,128 shares 43,128 $3.09M 0.03% +20,449 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,351 shares; 2025Q1: 6,598 shares; 2025Q2: 7,157 shares; 2025Q3: 7,431 shares; 2025Q4: 7,226 shares 7,226 $3.08M 0.03% -205 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,755 shares; 2024Q4: 20,180 shares; 2025Q1: 19,360 shares; 2025Q2: 74,643 shares; 2025Q3: 79,603 shares; 2025Q4: 75,666 shares 75,666 $3.07M 0.03% -3,937 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 7,438 shares; 2025Q1: 6,733 shares; 2025Q2: 6,131 shares; 2025Q3: 25,014 shares; 2025Q4: 20,794 shares 20,794 $3.07M 0.03% -4,220 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: 31,882 shares; 2024Q4: 38,388 shares; 2025Q1: 41,307 shares; 2025Q2: 235,553 shares; 2025Q3: 240,780 shares; 2025Q4: 37,025 shares 37,025 $3.07M 0.03% -203,755 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,296 shares; 2025Q1: 14,328 shares; 2025Q2: 16,816 shares; 2025Q3: 17,463 shares; 2025Q4: 20,016 shares 20,016 $3.06M 0.03% +2,553 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,152 shares; 2024Q4: 22,392 shares; 2025Q1: 21,587 shares; 2025Q2: 23,674 shares; 2025Q3: 23,634 shares; 2025Q4: 23,500 shares 23,500 $3.06M 0.03% -134 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: 39,491 shares; 2024Q4: 36,117 shares; 2025Q1: 33,092 shares; 2025Q2: 31,318 shares; 2025Q3: 47,953 shares; 2025Q4: 52,119 shares 52,119 $3.05M 0.03% +4,166 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 24,874 shares; 2025Q1: 19,340 shares; 2025Q2: 20,252 shares; 2025Q3: 21,308 shares; 2025Q4: 22,030 shares 22,030 $3.05M 0.03% +722 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 13,185 shares; 2025Q1: 23,195 shares; 2025Q2: 25,820 shares; 2025Q3: 46,921 shares; 2025Q4: 42,308 shares 42,308 $3.04M 0.03% -4,613 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: 1,666 shares; 2024Q4: 1,719 shares; 2025Q1: 1,637 shares; 2025Q2: 26,228 shares; 2025Q3: 32,117 shares; 2025Q4: 33,223 shares 33,223 $3.03M 0.03% +1,106 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: 1,683 shares; 2024Q4: 1,830 shares; 2025Q1: 2,136 shares; 2025Q2: 1,995 shares; 2025Q3: 3,934 shares; 2025Q4: 5,864 shares 5,864 $2.99M 0.03% +1,930 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: 21,825 shares; 2024Q4: 19,958 shares; 2025Q1: 18,647 shares; 2025Q2: 19,708 shares; 2025Q3: 17,971 shares; 2025Q4: 18,194 shares 18,194 $2.96M 0.03% +223 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: 8,416 shares; 2024Q4: 7,615 shares; 2025Q1: 6,402 shares; 2025Q2: 5,915 shares; 2025Q3: 8,225 shares; 2025Q4: 10,185 shares 10,185 $2.94M 0.03% +1,960 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,964 shares; 2024Q4: 47,647 shares; 2025Q1: 44,623 shares; 2025Q2: 46,640 shares; 2025Q3: 61,346 shares; 2025Q4: 61,472 shares 61,472 $2.94M 0.03% +126 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: 26,632 shares; 2024Q4: 23,816 shares; 2025Q1: 18,460 shares; 2025Q2: 18,288 shares; 2025Q3: 19,971 shares; 2025Q4: 18,252 shares 18,252 $2.94M 0.03% -1,719 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: 8,734 shares; 2024Q4: 8,532 shares; 2025Q1: 7,829 shares; 2025Q2: 9,414 shares; 2025Q3: 8,589 shares; 2025Q4: 8,719 shares 8,719 $2.94M 0.03% +130 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: 25,625 shares; 2024Q4: 25,335 shares; 2025Q1: 22,202 shares; 2025Q2: 21,961 shares; 2025Q3: 26,059 shares; 2025Q4: 25,396 shares 25,396 $2.93M 0.03% -663 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,667 shares; 2025Q4: 16,764 shares 16,764 $2.93M 0.03% +4,097 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,696 shares; 2025Q3: 28,815 shares; 2025Q4: 55,238 shares 55,238 $2.92M 0.03% +26,423 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,921 shares; 2024Q4: 12,211 shares; 2025Q1: 10,349 shares; 2025Q2: 12,478 shares; 2025Q3: 12,451 shares; 2025Q4: 12,652 shares 12,652 $2.91M 0.03% +201 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,100 shares; 2025Q1: 290,588 shares; 2025Q2: 202,687 shares; 2025Q3: 141,327 shares; 2025Q4: 84,017 shares 84,017 $2.91M 0.03% -57,310 Timeline TRFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,354 shares 45,354 $2.91M 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 8,186 shares; 2025Q1: 7,791 shares; 2025Q2: 7,122 shares; 2025Q3: 7,728 shares; 2025Q4: 7,463 shares 7,463 $2.9M 0.03% -265 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: 36,012 shares; 2024Q4: 44,278 shares; 2025Q1: 33,448 shares; 2025Q2: 39,293 shares; 2025Q3: 51,080 shares; 2025Q4: 61,401 shares 61,401 $2.89M 0.03% +10,321 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: 8,265 shares; 2024Q4: 8,299 shares; 2025Q1: 8,090 shares; 2025Q2: 12,363 shares; 2025Q3: 12,221 shares; 2025Q4: 11,481 shares 11,481 $2.87M 0.03% -740 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 13,640 shares; 2025Q1: 19,414 shares; 2025Q2: 29,374 shares; 2025Q3: 57,637 shares; 2025Q4: 71,101 shares 71,101 $2.86M 0.03% +13,464 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,151 shares; 2025Q2: 53,407 shares; 2025Q3: 55,629 shares; 2025Q4: 59,059 shares 59,059 $2.8M 0.03% +3,430 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,444 shares; 2024Q4: 24,467 shares; 2025Q1: 24,296 shares; 2025Q2: 23,109 shares; 2025Q3: 22,363 shares; 2025Q4: 22,141 shares 22,141 $2.79M 0.03% -222 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: 54,811 shares; 2024Q4: 58,844 shares; 2025Q1: 61,757 shares; 2025Q2: 78,215 shares; 2025Q3: 79,499 shares; 2025Q4: 74,357 shares 74,357 $2.78M 0.03% -5,142 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,736 shares; 2024Q4: 12,121 shares; 2025Q1: 10,392 shares; 2025Q2: 11,966 shares; 2025Q3: 12,684 shares; 2025Q4: 52,353 shares 52,353 $2.75M 0.03% +39,669 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,849 shares; 2024Q4: 114,496 shares; 2025Q1: 116,806 shares; 2025Q2: 109,540 shares; 2025Q3: 115,786 shares; 2025Q4: 128,419 shares 128,419 $2.72M 0.03% +12,633 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: 17,492 shares; 2024Q4: 16,396 shares; 2025Q1: 14,955 shares; 2025Q2: 15,047 shares; 2025Q3: 23,479 shares; 2025Q4: 23,319 shares 23,319 $2.71M 0.03% -160 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: 7,812 shares; 2024Q4: 8,101 shares; 2025Q1: 5,580 shares; 2025Q2: 5,131 shares; 2025Q3: 7,368 shares; 2025Q4: 8,669 shares 8,669 $2.71M 0.03% +1,301 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,625 shares; 2025Q2: 13,850 shares; 2025Q3: 105,782 shares; 2025Q4: 110,288 shares 110,288 $2.7M 0.03% +4,506 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 5,600 shares; 2025Q2: 20,181 shares; 2025Q3: 31,856 shares; 2025Q4: 50,964 shares 50,964 $2.69M 0.03% +19,108 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: 20,660 shares; 2024Q4: 17,070 shares; 2025Q1: 13,948 shares; 2025Q2: 15,259 shares; 2025Q3: 16,636 shares; 2025Q4: 17,156 shares 17,156 $2.69M 0.03% +520 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: 3,987 shares; 2024Q4: 3,925 shares; 2025Q1: 3,945 shares; 2025Q2: 4,345 shares; 2025Q3: 4,305 shares; 2025Q4: 4,446 shares 4,446 $2.68M 0.03% +141 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,752 shares; 2025Q4: 50,236 shares 50,236 $2.68M 0.03% +11,484 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: 3,786 shares; 2025Q1: 3,314 shares; 2025Q2: 2,972 shares; 2025Q3: 3,017 shares; 2025Q4: 16,269 shares 16,269 $2.66M 0.03% +13,252 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,517 shares; 2024Q4: 84,672 shares; 2025Q1: 90,233 shares; 2025Q2: 113,310 shares; 2025Q3: 114,316 shares; 2025Q4: 106,017 shares 106,017 $2.66M 0.03% -8,299 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO 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: 11,596 shares; 2025Q4: 27,947 shares 27,947 $2.66M 0.03% +16,351 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 12,403 shares; 2025Q1: 14,159 shares; 2025Q2: 21,334 shares; 2025Q3: 22,765 shares; 2025Q4: 18,450 shares 18,450 $2.65M 0.03% -4,315 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,889 shares; 2024Q4: 157,992 shares; 2025Q1: 157,286 shares; 2025Q2: 156,707 shares; 2025Q3: 155,790 shares; 2025Q4: 155,845 shares 155,845 $2.64M 0.03% +55 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: 23,959 shares; 2024Q4: 31,896 shares; 2025Q1: 26,926 shares; 2025Q2: 25,516 shares; 2025Q3: 30,214 shares; 2025Q4: 28,121 shares 28,121 $2.63M 0.03% -2,093 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: 99,641 shares; 2024Q4: 104,934 shares; 2025Q1: 114,645 shares; 2025Q2: 85,962 shares; 2025Q3: 48,955 shares; 2025Q4: 47,265 shares 47,265 $2.63M 0.03% -1,690 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,172 shares 27,172 $2.63M 0.03% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,273 shares; 2025Q1: 100,536 shares; 2025Q2: 104,140 shares; 2025Q3: 59,327 shares; 2025Q4: 52,799 shares 52,799 $2.62M 0.03% -6,528 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: 8,482 shares; 2024Q4: 8,606 shares; 2025Q1: 8,619 shares; 2025Q2: 9,095 shares; 2025Q3: 9,394 shares; 2025Q4: 9,367 shares 9,367 $2.61M 0.03% -27 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: 11,019 shares; 2024Q4: 11,257 shares; 2025Q1: 12,238 shares; 2025Q2: 12,560 shares; 2025Q3: 16,970 shares; 2025Q4: 17,986 shares 17,986 $2.58M 0.03% +1,016 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: 3,066 shares; 2024Q4: 2,100 shares; 2025Q1: 2,020 shares; 2025Q2: 2,105 shares; 2025Q3: 2,079 shares; 2025Q4: 3,139 shares 3,139 $2.58M 0.03% +1,060 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: 12,811 shares; 2024Q4: 11,185 shares; 2025Q1: 8,923 shares; 2025Q2: 9,436 shares; 2025Q3: 8,858 shares; 2025Q4: 8,896 shares 8,896 $2.57M 0.03% +38 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 7,098 shares; 2025Q1: 6,951 shares; 2025Q2: 7,778 shares; 2025Q3: 9,312 shares; 2025Q4: 7,800 shares 7,800 $2.56M 0.03% -1,512 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: 319,479 shares; 2024Q4: 293,066 shares; 2025Q1: 91,867 shares; 2025Q2: 75,918 shares; 2025Q3: 71,107 shares; 2025Q4: 57,549 shares 57,549 $2.55M 0.03% -13,558 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: 24,144 shares; 2024Q4: 30,439 shares; 2025Q1: 30,824 shares; 2025Q2: 27,845 shares; 2025Q3: 29,644 shares; 2025Q4: 26,636 shares 26,636 $2.54M 0.03% -3,008 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,017 shares; 2024Q4: 52,559 shares; 2025Q1: 44,939 shares; 2025Q2: 44,831 shares; 2025Q3: 43,085 shares; 2025Q4: 40,539 shares 40,539 $2.53M 0.03% -2,546 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,663 shares; 2024Q4: 57,275 shares; 2025Q1: 47,825 shares; 2025Q2: 42,124 shares; 2025Q3: 31,004 shares; 2025Q4: 30,886 shares 30,886 $2.51M 0.03% -118 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: 23,231 shares; 2024Q4: 17,976 shares; 2025Q1: 17,383 shares; 2025Q2: 16,971 shares; 2025Q3: 16,673 shares; 2025Q4: 20,542 shares 20,542 $2.5M 0.03% +3,869 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 20,432 shares; 2025Q1: 19,266 shares; 2025Q2: 21,254 shares; 2025Q3: 20,971 shares; 2025Q4: 20,502 shares 20,502 $2.5M 0.03% -469 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,199 shares; 2024Q4: 163,551 shares; 2025Q1: 148,900 shares; 2025Q2: 178,276 shares; 2025Q3: 175,603 shares; 2025Q4: 189,749 shares 189,749 $2.49M 0.03% +14,146 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: 20,369 shares; 2024Q4: 19,553 shares; 2025Q1: 18,344 shares; 2025Q2: 17,807 shares; 2025Q3: 18,855 shares; 2025Q4: 19,281 shares 19,281 $2.49M 0.03% +426 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,661 shares; 2025Q1: 1,830 shares; 2025Q2: 1,805 shares; 2025Q3: 9,057 shares; 2025Q4: 10,928 shares 10,928 $2.49M 0.03% +1,871 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,981 shares; 2024Q4: 111,400 shares; 2025Q1: 100,572 shares; 2025Q2: 99,068 shares; 2025Q3: 93,738 shares; 2025Q4: 93,491 shares 93,491 $2.43M 0.03% -247 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,735 shares; 2025Q1: 10,544 shares; 2025Q2: 10,891 shares; 2025Q3: 10,901 shares; 2025Q4: 11,677 shares 11,677 $2.42M 0.03% +776 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,895 shares; 2025Q1: 2,041 shares; 2025Q2: 1,404 shares; 2025Q3: 1,489 shares; 2025Q4: 10,721 shares 10,721 $2.4M 0.03% +9,232 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: 64,613 shares; 2024Q4: 66,445 shares; 2025Q1: 73,617 shares; 2025Q2: 53,659 shares; 2025Q3: 52,586 shares; 2025Q4: 24,171 shares 24,171 $2.4M 0.03% -28,415 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: 169,132 shares; 2024Q4: 158,639 shares; 2025Q1: 145,037 shares; 2025Q2: 134,034 shares; 2025Q3: 116,884 shares; 2025Q4: 64,008 shares 64,008 $2.37M 0.03% -52,876 Timeline