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: 37,048 shares; 2024Q4: 36,350 shares; 2025Q1: 39,500 shares; 2025Q2: 146,479 shares; 2025Q3: 134,350 shares; 2025Q4: 402,455 shares 402,455 $276M 4.78% +268,105 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,468,910 shares; 2024Q4: 5,323,343 shares; 2025Q1: 5,419,074 shares; 2025Q2: 5,058,879 shares; 2025Q3: 5,218,691 shares; 2025Q4: 4,851,346 shares 4,851,346 $222M 3.86% -367,345 Timeline 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: 599,311 shares; 2024Q4: 598,892 shares; 2025Q1: 601,267 shares; 2025Q2: 616,693 shares; 2025Q3: 618,580 shares; 2025Q4: 686,110 shares 686,110 $187M 3.24% +67,530 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: 598,778 shares; 2024Q4: 517,526 shares; 2025Q1: 523,355 shares; 2025Q2: 554,389 shares; 2025Q3: 543,176 shares; 2025Q4: 508,666 shares 508,666 $160M 2.78% -34,510 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: 545,828 shares; 2024Q4: 557,758 shares; 2025Q1: 560,364 shares; 2025Q2: 602,079 shares; 2025Q3: 640,384 shares; 2025Q4: 711,707 shares 711,707 $133M 2.3% +71,323 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: 173,653 shares; 2024Q4: 175,781 shares; 2025Q1: 177,750 shares; 2025Q2: 290,589 shares; 2025Q3: 274,790 shares; 2025Q4: 1,083,743 shares 1,083,743 $130M 2.26% +808,953 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: 218,751 shares; 2024Q4: 221,654 shares; 2025Q1: 218,124 shares; 2025Q2: 235,111 shares; 2025Q3: 242,034 shares; 2025Q4: 263,402 shares 263,402 $127M 2.21% +21,368 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: 368,854 shares; 2024Q4: 323,802 shares; 2025Q1: 339,412 shares; 2025Q2: 400,702 shares; 2025Q3: 399,331 shares; 2025Q4: 432,631 shares 432,631 $126M 2.18% +33,300 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: 61,481 shares; 2024Q4: 55,760 shares; 2025Q1: 63,767 shares; 2025Q2: 337,303 shares; 2025Q3: 314,492 shares; 2025Q4: 1,850,827 shares 1,850,827 $122M 2.12% +1,536,335 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: 157,021 shares; 2024Q4: 143,826 shares; 2025Q1: 147,292 shares; 2025Q2: 170,950 shares; 2025Q3: 167,115 shares; 2025Q4: 174,352 shares 174,352 $119M 2.06% +7,237 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: 545,462 shares; 2024Q4: 527,441 shares; 2025Q1: 526,491 shares; 2025Q2: 547,395 shares; 2025Q3: 550,854 shares; 2025Q4: 566,924 shares 566,924 $108M 1.88% +16,070 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906,065 shares 906,065 $90.7M 1.57% new 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: 20,970 shares; 2024Q4: 21,491 shares; 2025Q1: 21,675 shares; 2025Q2: 24,130 shares; 2025Q3: 24,702 shares; 2025Q4: 176,241 shares 176,241 $86M 1.49% +151,539 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: 281,377 shares; 2024Q4: 280,705 shares; 2025Q1: 303,643 shares; 2025Q2: 319,543 shares; 2025Q3: 331,646 shares; 2025Q4: 362,515 shares 362,515 $83.7M 1.45% +30,869 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: 27,736 shares; 2024Q4: 35,226 shares; 2025Q1: 30,937 shares; 2025Q2: 247,419 shares; 2025Q3: 225,265 shares; 2025Q4: 1,186,099 shares 1,186,099 $79.7M 1.38% +960,834 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: 2,987,456 shares; 2024Q4: 2,892,685 shares; 2025Q1: 2,772,374 shares; 2025Q2: 2,519,041 shares; 2025Q3: 2,368,990 shares; 2025Q4: 2,281,247 shares 2,281,247 $75.3M 1.31% -87,743 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: 566,260 shares; 2024Q4: 548,155 shares; 2025Q1: 540,922 shares; 2025Q2: 751,385 shares; 2025Q3: 736,877 shares; 2025Q4: 892,689 shares 892,689 $73.9M 1.28% +155,812 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: 478,252 shares; 2024Q4: 457,879 shares; 2025Q1: 464,134 shares; 2025Q2: 470,652 shares; 2025Q3: 473,020 shares; 2025Q4: 503,183 shares 503,183 $71M 1.23% +30,163 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: 139,874 shares; 2024Q4: 143,438 shares; 2025Q1: 157,120 shares; 2025Q2: 161,331 shares; 2025Q3: 165,369 shares; 2025Q4: 181,934 shares 181,934 $63M 1.09% +16,565 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: 161,563 shares; 2024Q4: 161,047 shares; 2025Q1: 167,716 shares; 2025Q2: 170,020 shares; 2025Q3: 179,925 shares; 2025Q4: 197,538 shares 197,538 $62M 1.08% +17,613 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,272,213 shares 1,272,213 $61.2M 1.06% new 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: 1,073,710 shares; 2024Q4: 1,037,488 shares; 2025Q1: 1,054,252 shares; 2025Q2: 1,079,421 shares; 2025Q3: 1,059,759 shares; 2025Q4: 944,836 shares 944,836 $60.9M 1.06% -114,923 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445,344 shares; 2024Q4: 1,375,500 shares; 2025Q1: 1,466,100 shares; 2025Q2: 1,157,807 shares; 2025Q3: 1,102,465 shares; 2025Q4: 1,167,628 shares 1,167,628 $58.7M 1.02% +65,163 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: 264,333 shares; 2024Q4: 937,753 shares; 2025Q1: 1,379,008 shares; 2025Q2: 1,695,563 shares; 2025Q3: 1,732,869 shares; 2025Q4: 1,776,112 shares 1,776,112 $57.9M 1.01% +43,243 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: 144,829 shares; 2024Q4: 144,456 shares; 2025Q1: 154,426 shares; 2025Q2: 164,857 shares; 2025Q3: 165,684 shares; 2025Q4: 185,018 shares 185,018 $57.9M 1.01% +19,334 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: 568,446 shares; 2024Q4: 566,900 shares; 2025Q1: 590,085 shares; 2025Q2: 437,840 shares; 2025Q3: 500,952 shares; 2025Q4: 560,731 shares 560,731 $56.3M 0.98% +59,779 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: 62,237 shares; 2024Q4: 63,976 shares; 2025Q1: 69,166 shares; 2025Q2: 74,834 shares; 2025Q3: 77,420 shares; 2025Q4: 82,539 shares 82,539 $54.5M 0.95% +5,119 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: 73,460 shares; 2024Q4: 77,267 shares; 2025Q1: 74,027 shares; 2025Q2: 77,260 shares; 2025Q3: 70,269 shares; 2025Q4: 83,800 shares 83,800 $51.5M 0.89% +13,531 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: 41,544 shares; 2024Q4: 126,696 shares; 2025Q1: 398,008 shares; 2025Q2: 1,636,106 shares; 2025Q3: 1,796,232 shares; 2025Q4: 1,891,079 shares 1,891,079 $50.9M 0.88% +94,847 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: 117,122 shares; 2024Q4: 111,029 shares; 2025Q1: 129,850 shares; 2025Q2: 129,417 shares; 2025Q3: 126,681 shares; 2025Q4: 127,608 shares 127,608 $50.6M 0.88% +927 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: 74,993 shares; 2024Q4: 85,391 shares; 2025Q1: 86,063 shares; 2025Q2: 548,516 shares; 2025Q3: 489,383 shares; 2025Q4: 554,325 shares 554,325 $49.6M 0.86% +64,942 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: 72,087 shares; 2024Q4: 73,374 shares; 2025Q1: 97,971 shares; 2025Q2: 94,479 shares; 2025Q3: 95,229 shares; 2025Q4: 102,669 shares 102,669 $46.2M 0.8% +7,440 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754,999 shares; 2024Q4: 751,388 shares; 2025Q1: 783,812 shares; 2025Q2: 800,144 shares; 2025Q3: 865,502 shares; 2025Q4: 920,002 shares 920,002 $45.5M 0.79% +54,500 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 456,056 shares; 2025Q1: 493,192 shares; 2025Q2: 590,445 shares; 2025Q3: 612,586 shares; 2025Q4: 618,560 shares 618,560 $43.1M 0.75% +5,974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769,847 shares; 2025Q3: 677,809 shares; 2025Q4: 875,849 shares 875,849 $40.3M 0.7% +198,040 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: 87,605 shares; 2024Q4: 87,727 shares; 2025Q1: 90,126 shares; 2025Q2: 107,775 shares; 2025Q3: 109,271 shares; 2025Q4: 121,479 shares 121,479 $39.1M 0.68% +12,208 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: 25,333 shares; 2024Q4: 26,041 shares; 2025Q1: 27,609 shares; 2025Q2: 32,739 shares; 2025Q3: 31,211 shares; 2025Q4: 35,970 shares 35,970 $38.7M 0.67% +4,759 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: 4,233 shares; 2024Q4: 10,411 shares; 2025Q1: 10,479 shares; 2025Q2: 10,412 shares; 2025Q3: 10,581 shares; 2025Q4: 228,719 shares 228,719 $38.4M 0.67% +218,138 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: 31,677 shares; 2024Q4: 30,092 shares; 2025Q1: 29,708 shares; 2025Q2: 56,793 shares; 2025Q3: 56,367 shares; 2025Q4: 59,139 shares 59,139 $37.1M 0.64% +2,772 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779,036 shares 779,036 $35.5M 0.62% new 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: 52,820 shares; 2024Q4: 54,467 shares; 2025Q1: 57,355 shares; 2025Q2: 59,374 shares; 2025Q3: 59,954 shares; 2025Q4: 68,526 shares 68,526 $34.4M 0.6% +8,572 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: 33,357 shares; 2024Q4: 37,195 shares; 2025Q1: 40,435 shares; 2025Q2: 77,796 shares; 2025Q3: 85,707 shares; 2025Q4: 102,319 shares 102,319 $34.3M 0.6% +16,612 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: 426,495 shares; 2024Q4: 424,833 shares; 2025Q1: 455,839 shares; 2025Q2: 501,003 shares; 2025Q3: 518,021 shares; 2025Q4: 523,769 shares 523,769 $30.8M 0.53% +5,748 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,260 shares; 2024Q4: 116,769 shares; 2025Q1: 166,219 shares; 2025Q2: 1,248,796 shares; 2025Q3: 1,240,054 shares; 2025Q4: 1,240,436 shares 1,240,436 $29.8M 0.52% +382 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: 108,304 shares; 2024Q4: 100,795 shares; 2025Q1: 110,820 shares; 2025Q2: 112,363 shares; 2025Q3: 134,877 shares; 2025Q4: 124,340 shares 124,340 $25.7M 0.45% -10,537 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 655,048 shares 655,048 $23.2M 0.4% new 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: 20,252 shares; 2024Q4: 21,055 shares; 2025Q1: 20,702 shares; 2025Q2: 21,908 shares; 2025Q3: 21,537 shares; 2025Q4: 47,948 shares 47,948 $22.7M 0.39% +26,411 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: 91,678 shares; 2024Q4: 94,721 shares; 2025Q1: 143,762 shares; 2025Q2: 169,398 shares; 2025Q3: 169,568 shares; 2025Q4: 233,599 shares 233,599 $22.4M 0.39% +64,031 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: 46,702 shares; 2024Q4: 48,276 shares; 2025Q1: 52,287 shares; 2025Q2: 59,167 shares; 2025Q3: 60,050 shares; 2025Q4: 62,110 shares 62,110 $21.8M 0.38% +2,060 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: 51,991 shares; 2024Q4: 52,103 shares; 2025Q1: 50,985 shares; 2025Q2: 86,537 shares; 2025Q3: 82,555 shares; 2025Q4: 83,925 shares 83,925 $21.6M 0.38% +1,370 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: 130,153 shares; 2024Q4: 192,635 shares; 2025Q1: 241,840 shares; 2025Q2: 286,196 shares; 2025Q3: 370,986 shares; 2025Q4: 422,164 shares 422,164 $21M 0.36% +51,178 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: 5,278 shares; 2024Q4: 5,278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298,462 shares 298,462 $20.7M 0.36% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,794 shares; 2024Q4: 518,409 shares; 2025Q1: 521,583 shares; 2025Q2: 621,438 shares; 2025Q3: 631,265 shares; 2025Q4: 651,235 shares 651,235 $19.6M 0.34% +19,970 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: 115,357 shares; 2024Q4: 116,563 shares; 2025Q1: 124,084 shares; 2025Q2: 141,077 shares; 2025Q3: 135,006 shares; 2025Q4: 157,931 shares 157,931 $19M 0.33% +22,925 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: 41,649 shares; 2024Q4: 42,218 shares; 2025Q1: 48,891 shares; 2025Q2: 52,846 shares; 2025Q3: 55,702 shares; 2025Q4: 59,923 shares 59,923 $18.2M 0.32% +4,221 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: 90,475 shares; 2024Q4: 94,985 shares; 2025Q1: 98,857 shares; 2025Q2: 117,873 shares; 2025Q3: 106,944 shares; 2025Q4: 111,153 shares 111,153 $17.8M 0.31% +4,209 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: 79,863 shares; 2024Q4: 80,439 shares; 2025Q1: 77,708 shares; 2025Q2: 79,720 shares; 2025Q3: 78,830 shares; 2025Q4: 82,572 shares 82,572 $17.4M 0.3% +3,742 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: 132,943 shares; 2024Q4: 128,354 shares; 2025Q1: 130,569 shares; 2025Q2: 138,696 shares; 2025Q3: 137,339 shares; 2025Q4: 155,605 shares 155,605 $17.3M 0.3% +18,266 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: 49,803 shares; 2024Q4: 59,682 shares; 2025Q1: 66,616 shares; 2025Q2: 67,150 shares; 2025Q3: 70,047 shares; 2025Q4: 75,414 shares 75,414 $17.2M 0.3% +5,367 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: 383,534 shares; 2024Q4: 377,447 shares; 2025Q1: 445,882 shares; 2025Q2: 457,085 shares; 2025Q3: 460,651 shares; 2025Q4: 497,148 shares 497,148 $17.2M 0.3% +36,497 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: 24,428 shares; 2024Q4: 24,535 shares; 2025Q1: 26,432 shares; 2025Q2: 26,851 shares; 2025Q3: 26,749 shares; 2025Q4: 29,411 shares 29,411 $16.8M 0.29% +2,662 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: 41,025 shares; 2024Q4: 41,092 shares; 2025Q1: 41,984 shares; 2025Q2: 45,759 shares; 2025Q3: 45,789 shares; 2025Q4: 47,396 shares 47,396 $16.3M 0.28% +1,607 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: 47,395 shares; 2024Q4: 49,645 shares; 2025Q1: 53,686 shares; 2025Q2: 66,312 shares; 2025Q3: 70,003 shares; 2025Q4: 90,397 shares 90,397 $16.1M 0.28% +20,394 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: 408,356 shares; 2024Q4: 423,700 shares; 2025Q1: 464,934 shares; 2025Q2: 443,814 shares; 2025Q3: 453,846 shares; 2025Q4: 466,536 shares 466,536 $16M 0.28% +12,690 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: 31,051 shares; 2024Q4: 34,626 shares; 2025Q1: 37,558 shares; 2025Q2: 40,090 shares; 2025Q3: 45,453 shares; 2025Q4: 51,260 shares 51,260 $15.8M 0.27% +5,807 Timeline HYS 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: not reported; 2025Q2: 159,883 shares; 2025Q3: 170,892 shares; 2025Q4: 166,328 shares 166,328 $15.8M 0.27% -4,564 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: 119,078 shares; 2024Q4: 119,766 shares; 2025Q1: 121,925 shares; 2025Q2: 128,598 shares; 2025Q3: 137,582 shares; 2025Q4: 164,245 shares 164,245 $15.3M 0.27% +26,663 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,472 shares; 2024Q4: 65,636 shares; 2025Q1: 69,854 shares; 2025Q2: 71,865 shares; 2025Q3: 72,975 shares; 2025Q4: 78,578 shares 78,578 $15.1M 0.26% +5,603 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: 138,489 shares; 2024Q4: 142,583 shares; 2025Q1: 150,387 shares; 2025Q2: 160,561 shares; 2025Q3: 169,144 shares; 2025Q4: 184,096 shares 184,096 $14.2M 0.25% +14,952 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: not reported; 2024Q4: not reported; 2025Q1: 74,448 shares; 2025Q2: 115,642 shares; 2025Q3: 131,235 shares; 2025Q4: 134,639 shares 134,639 $13.8M 0.24% +3,404 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: 25,670 shares; 2024Q4: 24,094 shares; 2025Q1: 22,830 shares; 2025Q2: 22,686 shares; 2025Q3: 32,422 shares; 2025Q4: 41,693 shares 41,693 $13.8M 0.24% +9,271 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: 31,342 shares; 2024Q4: 31,446 shares; 2025Q1: 32,319 shares; 2025Q2: 35,623 shares; 2025Q3: 42,924 shares; 2025Q4: 46,464 shares 46,464 $13.8M 0.24% +3,540 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273,058 shares 273,058 $13.7M 0.24% new Timeline STPZ 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: 278,124 shares; 2024Q4: 280,199 shares; 2025Q1: 268,485 shares; 2025Q2: 262,949 shares; 2025Q3: 260,398 shares; 2025Q4: 254,517 shares 254,517 $13.7M 0.24% -5,881 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: 19,224 shares; 2024Q4: 19,360 shares; 2025Q1: 19,748 shares; 2025Q2: 21,148 shares; 2025Q3: 21,293 shares; 2025Q4: 23,424 shares 23,424 $13.4M 0.23% +2,131 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,737 shares; 2024Q4: 506,046 shares; 2025Q1: 531,744 shares; 2025Q2: 424,101 shares; 2025Q3: 435,819 shares; 2025Q4: 451,186 shares 451,186 $13.3M 0.23% +15,367 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: 81,714 shares; 2024Q4: 82,486 shares; 2025Q1: 72,921 shares; 2025Q2: 69,715 shares; 2025Q3: 71,447 shares; 2025Q4: 126,287 shares 126,287 $13.3M 0.23% +54,840 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: 13,931 shares; 2024Q4: 15,158 shares; 2025Q1: 14,673 shares; 2025Q2: 15,064 shares; 2025Q3: 15,181 shares; 2025Q4: 138,370 shares 138,370 $13M 0.23% +123,189 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: 47,619 shares; 2024Q4: 50,887 shares; 2025Q1: 45,237 shares; 2025Q2: 49,070 shares; 2025Q3: 40,990 shares; 2025Q4: 44,886 shares 44,886 $12.8M 0.22% +3,896 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: 11,705 shares; 2024Q4: 11,802 shares; 2025Q1: 12,983 shares; 2025Q2: 12,707 shares; 2025Q3: 13,832 shares; 2025Q4: 14,571 shares 14,571 $12.8M 0.22% +739 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,801 shares 300,801 $12.5M 0.22% new 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: 81,611 shares; 2024Q4: 68,510 shares; 2025Q1: 103,502 shares; 2025Q2: 176,546 shares; 2025Q3: 168,521 shares; 2025Q4: 136,804 shares 136,804 $12.5M 0.22% -31,717 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: 45,022 shares; 2024Q4: 56,005 shares; 2025Q1: 68,135 shares; 2025Q2: 78,777 shares; 2025Q3: 79,767 shares; 2025Q4: 97,706 shares 97,706 $12.2M 0.21% +17,939 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: 40,194 shares; 2024Q4: 44,144 shares; 2025Q1: 44,031 shares; 2025Q2: 53,224 shares; 2025Q3: 53,273 shares; 2025Q4: 66,575 shares 66,575 $12.2M 0.21% +13,302 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: 59,126 shares; 2024Q4: 62,629 shares; 2025Q1: 62,080 shares; 2025Q2: 60,018 shares; 2025Q3: 66,429 shares; 2025Q4: 79,462 shares 79,462 $12.1M 0.21% +13,033 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: 139,728 shares; 2024Q4: 131,145 shares; 2025Q1: 138,960 shares; 2025Q2: 173,736 shares; 2025Q3: 189,645 shares; 2025Q4: 218,871 shares 218,871 $12M 0.21% +29,226 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: 83,816 shares; 2024Q4: 90,588 shares; 2025Q1: 86,085 shares; 2025Q2: 87,689 shares; 2025Q3: 80,072 shares; 2025Q4: 81,731 shares 81,731 $11.7M 0.2% +1,659 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: 32,707 shares; 2024Q4: 33,825 shares; 2025Q1: 36,293 shares; 2025Q2: 39,787 shares; 2025Q3: 39,565 shares; 2025Q4: 44,980 shares 44,980 $11.6M 0.2% +5,415 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270,666 shares; 2025Q1: 267,935 shares; 2025Q2: 257,708 shares; 2025Q3: 238,148 shares; 2025Q4: 235,619 shares 235,619 $11.5M 0.2% -2,529 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: 10,158 shares; 2024Q4: 10,941 shares; 2025Q1: 11,390 shares; 2025Q2: 12,528 shares; 2025Q3: 12,490 shares; 2025Q4: 13,126 shares 13,126 $11.3M 0.2% +636 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,107 shares; 2024Q4: 335,222 shares; 2025Q1: 330,278 shares; 2025Q2: 324,423 shares; 2025Q3: 319,384 shares; 2025Q4: 329,518 shares 329,518 $11.2M 0.19% +10,134 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: 41,325 shares; 2024Q4: 45,392 shares; 2025Q1: 82,591 shares; 2025Q2: 89,700 shares; 2025Q3: 91,788 shares; 2025Q4: 176,990 shares 176,990 $11.1M 0.19% +85,202 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: 121,215 shares; 2024Q4: 120,480 shares; 2025Q1: 122,524 shares; 2025Q2: 139,597 shares; 2025Q3: 126,009 shares; 2025Q4: 152,614 shares 152,614 $10.7M 0.19% +26,605 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: 11,056 shares; 2024Q4: 11,868 shares; 2025Q1: 14,465 shares; 2025Q2: 13,925 shares; 2025Q3: 15,425 shares; 2025Q4: 18,298 shares 18,298 $10.6M 0.18% +2,873 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: 272,826 shares; 2024Q4: 260,834 shares; 2025Q1: 270,430 shares; 2025Q2: 280,562 shares; 2025Q3: 351,996 shares; 2025Q4: 414,678 shares 414,678 $10.4M 0.18% +62,682 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,664 shares; 2024Q4: 59,183 shares; 2025Q1: 55,137 shares; 2025Q2: 55,116 shares; 2025Q3: 55,806 shares; 2025Q4: 58,164 shares 58,164 $10.3M 0.18% +2,358 Timeline URTH 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: 54,461 shares; 2024Q4: 54,187 shares; 2025Q1: 53,264 shares; 2025Q2: 55,444 shares; 2025Q3: 57,253 shares; 2025Q4: 55,266 shares 55,266 $10.3M 0.18% -1,987 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: 40,255 shares; 2024Q4: 40,248 shares; 2025Q1: 44,010 shares; 2025Q2: 45,976 shares; 2025Q3: 47,130 shares; 2025Q4: 51,556 shares 51,556 $10M 0.17% +4,426 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: 83,724 shares; 2024Q4: 86,726 shares; 2025Q1: 90,065 shares; 2025Q2: 70,528 shares; 2025Q3: 75,615 shares; 2025Q4: 88,004 shares 88,004 $10M 0.17% +12,389 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: 26,723 shares; 2024Q4: 28,114 shares; 2025Q1: 40,795 shares; 2025Q2: 41,153 shares; 2025Q3: 35,211 shares; 2025Q4: 36,531 shares 36,531 $9.68M 0.17% +1,320 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: 22,240 shares; 2024Q4: 21,155 shares; 2025Q1: 22,725 shares; 2025Q2: 27,313 shares; 2025Q3: 27,439 shares; 2025Q4: 29,404 shares 29,404 $9.62M 0.17% +1,965 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: 52,645 shares; 2024Q4: 52,227 shares; 2025Q1: 46,842 shares; 2025Q2: 47,441 shares; 2025Q3: 48,853 shares; 2025Q4: 48,116 shares 48,116 $9.61M 0.17% -737 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,911 shares 187,911 $9.53M 0.17% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 9,879 shares; 2025Q1: not reported; 2025Q2: 25,214 shares; 2025Q3: 21,347 shares; 2025Q4: 28,102 shares 28,102 $9.49M 0.16% +6,755 Timeline ITWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,885 shares 233,885 $9.29M 0.16% new 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: 160,238 shares; 2024Q4: 160,692 shares; 2025Q1: 234,516 shares; 2025Q2: 300,945 shares; 2025Q3: 304,309 shares; 2025Q4: 343,677 shares 343,677 $9.17M 0.16% +39,368 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: 90,116 shares; 2024Q4: 93,849 shares; 2025Q1: 112,374 shares; 2025Q2: 111,892 shares; 2025Q3: 105,448 shares; 2025Q4: 119,717 shares 119,717 $8.87M 0.15% +14,269 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: 68,411 shares; 2024Q4: 72,893 shares; 2025Q1: 75,660 shares; 2025Q2: 82,382 shares; 2025Q3: 84,293 shares; 2025Q4: 94,935 shares 94,935 $8.85M 0.15% +10,642 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: 60,366 shares; 2024Q4: 65,285 shares; 2025Q1: 74,701 shares; 2025Q2: 80,845 shares; 2025Q3: 95,054 shares; 2025Q4: 100,759 shares 100,759 $8.64M 0.15% +5,705 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: 80,529 shares; 2024Q4: 94,691 shares; 2025Q1: 106,132 shares; 2025Q2: 104,212 shares; 2025Q3: 113,297 shares; 2025Q4: 109,033 shares 109,033 $8.59M 0.15% -4,264 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 9,979 shares; 2025Q1: 10,773 shares; 2025Q2: 13,013 shares; 2025Q3: 12,968 shares; 2025Q4: 13,088 shares 13,088 $8.55M 0.15% +120 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,590 shares; 2024Q4: 52,378 shares; 2025Q1: 59,279 shares; 2025Q2: 80,160 shares; 2025Q3: 87,392 shares; 2025Q4: 89,693 shares 89,693 $8.55M 0.15% +2,301 Timeline SCHA 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: 136,661 shares; 2024Q4: 244,066 shares; 2025Q1: 249,209 shares; 2025Q2: 272,046 shares; 2025Q3: 277,208 shares; 2025Q4: 296,326 shares 296,326 $8.44M 0.15% +19,118 Timeline JPIB 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: 132,408 shares; 2024Q4: 126,978 shares; 2025Q1: 130,238 shares; 2025Q2: 135,358 shares; 2025Q3: 144,143 shares; 2025Q4: 172,257 shares 172,257 $8.39M 0.15% +28,114 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: 8,220 shares; 2024Q4: 8,342 shares; 2025Q1: not reported; 2025Q2: 12,575 shares; 2025Q3: 13,898 shares; 2025Q4: 14,628 shares 14,628 $8.34M 0.14% +730 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,985 shares; 2024Q4: 20,672 shares; 2025Q1: 20,477 shares; 2025Q2: 27,938 shares; 2025Q3: 26,501 shares; 2025Q4: 35,709 shares 35,709 $8.17M 0.14% +9,208 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: 12,409 shares; 2024Q4: 12,241 shares; 2025Q1: 12,470 shares; 2025Q2: 15,791 shares; 2025Q3: 15,672 shares; 2025Q4: 21,946 shares 21,946 $8.12M 0.14% +6,274 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: 10,788 shares; 2024Q4: 10,715 shares; 2025Q1: 11,575 shares; 2025Q2: 32,878 shares; 2025Q3: 34,177 shares; 2025Q4: 36,877 shares 36,877 $8.1M 0.14% +2,700 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,975 shares; 2024Q4: 60,775 shares; 2025Q1: 69,761 shares; 2025Q2: 73,811 shares; 2025Q3: 79,983 shares; 2025Q4: 87,409 shares 87,409 $8.04M 0.14% +7,426 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: 22,299 shares; 2024Q4: 22,456 shares; 2025Q1: 21,675 shares; 2025Q2: 22,166 shares; 2025Q3: 21,770 shares; 2025Q4: 21,323 shares 21,323 $7.96M 0.14% -447 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: 64,679 shares; 2024Q4: 65,567 shares; 2025Q1: 63,945 shares; 2025Q2: 65,517 shares; 2025Q3: 64,711 shares; 2025Q4: 64,561 shares 64,561 $7.96M 0.14% -150 Timeline BSMC 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,684 shares 228,684 $7.94M 0.14% new 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: 9,648 shares; 2024Q4: 8,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,824 shares; 2025Q4: 11,766 shares 11,766 $7.93M 0.14% -58 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: 4,624 shares; 2024Q4: 4,658 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,336 shares 37,336 $7.81M 0.14% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,378 shares; 2024Q4: 9,433 shares; 2025Q1: 12,146 shares; 2025Q2: 14,699 shares; 2025Q3: 13,746 shares; 2025Q4: 13,724 shares 13,724 $7.77M 0.13% -22 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: 28,423 shares; 2024Q4: 25,803 shares; 2025Q1: 28,690 shares; 2025Q2: 28,894 shares; 2025Q3: 30,839 shares; 2025Q4: 36,293 shares 36,293 $7.77M 0.13% +5,454 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,927 shares; 2024Q4: 64,767 shares; 2025Q1: 68,130 shares; 2025Q2: 66,454 shares; 2025Q3: 67,254 shares; 2025Q4: 98,647 shares 98,647 $7.65M 0.13% +31,393 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,681 shares; 2024Q4: 121,889 shares; 2025Q1: 116,040 shares; 2025Q2: 114,946 shares; 2025Q3: 110,307 shares; 2025Q4: 114,767 shares 114,767 $7.63M 0.13% +4,460 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: 34,376 shares; 2024Q4: 33,990 shares; 2025Q1: 27,818 shares; 2025Q2: 27,199 shares; 2025Q3: 27,101 shares; 2025Q4: 26,454 shares 26,454 $7.61M 0.13% -647 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: 20,358 shares; 2024Q4: 20,419 shares; 2025Q1: 21,653 shares; 2025Q2: 22,150 shares; 2025Q3: 21,933 shares; 2025Q4: 24,832 shares 24,832 $7.59M 0.13% +2,899 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: 4,789 shares; 2024Q4: 6,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,869 shares 160,869 $7.54M 0.13% new 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: 80,141 shares; 2024Q4: 77,578 shares; 2025Q1: 75,865 shares; 2025Q2: 78,688 shares; 2025Q3: 75,479 shares; 2025Q4: 78,027 shares 78,027 $7.51M 0.13% +2,548 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305,447 shares 305,447 $7.49M 0.13% new 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: 31,689 shares; 2024Q4: 31,641 shares; 2025Q1: 30,525 shares; 2025Q2: 30,839 shares; 2025Q3: 30,305 shares; 2025Q4: 30,117 shares 30,117 $7.41M 0.13% -188 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: 13,477 shares; 2024Q4: 16,615 shares; 2025Q1: 60,772 shares; 2025Q2: 163,156 shares; 2025Q3: 150,301 shares; 2025Q4: 145,655 shares 145,655 $7.41M 0.13% -4,646 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: 13,440 shares; 2024Q4: 12,558 shares; 2025Q1: 22,151 shares; 2025Q2: 24,298 shares; 2025Q3: 20,325 shares; 2025Q4: 26,996 shares 26,996 $7.37M 0.13% +6,671 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: 53,316 shares; 2024Q4: 187,843 shares; 2025Q1: 64,810 shares; 2025Q2: 63,235 shares; 2025Q3: 137,783 shares; 2025Q4: 140,556 shares 140,556 $7.37M 0.13% +2,773 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,579 shares; 2024Q4: 8,475 shares; 2025Q1: 11,322 shares; 2025Q2: 13,931 shares; 2025Q3: not reported; 2025Q4: 15,594 shares 15,594 $7.07M 0.12% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,182 shares; 2024Q4: 32,622 shares; 2025Q1: 33,779 shares; 2025Q2: 34,291 shares; 2025Q3: 35,028 shares; 2025Q4: 37,799 shares 37,799 $7.01M 0.12% +2,771 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,269 shares; 2024Q4: 21,653 shares; 2025Q1: 21,916 shares; 2025Q2: 21,818 shares; 2025Q3: 23,346 shares; 2025Q4: 25,141 shares 25,141 $7.01M 0.12% +1,795 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,767 shares; 2024Q4: 125,854 shares; 2025Q1: 126,392 shares; 2025Q2: 126,503 shares; 2025Q3: 126,177 shares; 2025Q4: 127,784 shares 127,784 $6.98M 0.12% +1,607 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: 102,245 shares; 2024Q4: 98,994 shares; 2025Q1: 106,999 shares; 2025Q2: 117,308 shares; 2025Q3: 118,332 shares; 2025Q4: 171,133 shares 171,133 $6.97M 0.12% +52,801 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 10,100 shares; 2025Q1: 15,839 shares; 2025Q2: 18,414 shares; 2025Q3: 18,641 shares; 2025Q4: 19,665 shares 19,665 $6.94M 0.12% +1,024 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,267 shares; 2025Q1: 19,402 shares; 2025Q2: 19,402 shares; 2025Q3: 19,509 shares; 2025Q4: 198,785 shares 198,785 $6.92M 0.12% +179,276 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: 285,409 shares; 2024Q4: 301,199 shares; 2025Q1: 298,348 shares; 2025Q2: 299,258 shares; 2025Q3: 297,534 shares; 2025Q4: 292,457 shares 292,457 $6.92M 0.12% -5,077 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: 34,077 shares; 2024Q4: 33,404 shares; 2025Q1: 34,563 shares; 2025Q2: 36,205 shares; 2025Q3: 36,949 shares; 2025Q4: 40,118 shares 40,118 $6.86M 0.12% +3,169 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,734 shares 190,734 $6.85M 0.12% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,136 shares; 2024Q4: 53,363 shares; 2025Q1: 52,923 shares; 2025Q2: 52,167 shares; 2025Q3: 52,133 shares; 2025Q4: 48,943 shares 48,943 $6.75M 0.12% -3,190 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: 24,425 shares; 2024Q4: 23,773 shares; 2025Q1: 35,011 shares; 2025Q2: 34,492 shares; 2025Q3: 33,629 shares; 2025Q4: 34,529 shares 34,529 $6.74M 0.12% +900 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: 19,327 shares; 2024Q4: 14,807 shares; 2025Q1: 18,986 shares; 2025Q2: 53,483 shares; 2025Q3: 60,941 shares; 2025Q4: 66,859 shares 66,859 $6.68M 0.12% +5,918 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,802 shares; 2025Q1: not reported; 2025Q2: 21,774 shares; 2025Q3: 27,528 shares; 2025Q4: 35,660 shares 35,660 $6.65M 0.12% +8,132 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: 111,856 shares; 2024Q4: 126,461 shares; 2025Q1: 143,970 shares; 2025Q2: 145,947 shares; 2025Q3: 153,918 shares; 2025Q4: 149,336 shares 149,336 $6.64M 0.12% -4,582 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,486 shares; 2024Q4: 64,888 shares; 2025Q1: 65,682 shares; 2025Q2: 65,408 shares; 2025Q3: 64,925 shares; 2025Q4: 64,103 shares 64,103 $6.56M 0.11% -822 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: 63,622 shares; 2024Q4: 61,086 shares; 2025Q1: 65,444 shares; 2025Q2: 74,136 shares; 2025Q3: 87,313 shares; 2025Q4: 67,887 shares 67,887 $6.52M 0.11% -19,426 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: 24,596 shares; 2025Q1: 27,518 shares; 2025Q2: 35,067 shares; 2025Q3: 34,293 shares; 2025Q4: 37,689 shares 37,689 $6.45M 0.11% +3,396 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: 13,088 shares; 2024Q4: 12,937 shares; 2025Q1: 13,202 shares; 2025Q2: 19,077 shares; 2025Q3: 18,521 shares; 2025Q4: 20,251 shares 20,251 $6.45M 0.11% +1,730 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: 7,799 shares; 2024Q4: 9,763 shares; 2025Q1: 12,659 shares; 2025Q2: 13,292 shares; 2025Q3: 14,602 shares; 2025Q4: 17,973 shares 17,973 $6.32M 0.11% +3,371 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,959 shares; 2024Q4: 46,807 shares; 2025Q1: 46,415 shares; 2025Q2: 45,364 shares; 2025Q3: 43,950 shares; 2025Q4: 44,737 shares 44,737 $6.31M 0.11% +787 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,238 shares; 2024Q4: 143,787 shares; 2025Q1: 150,821 shares; 2025Q2: 162,735 shares; 2025Q3: 160,111 shares; 2025Q4: 163,932 shares 163,932 $6.29M 0.11% +3,821 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,631 shares; 2024Q4: 117,562 shares; 2025Q1: 113,790 shares; 2025Q2: 117,680 shares; 2025Q3: 120,604 shares; 2025Q4: 129,590 shares 129,590 $6.28M 0.11% +8,986 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: 12,955 shares; 2024Q4: 13,058 shares; 2025Q1: 13,588 shares; 2025Q2: 14,485 shares; 2025Q3: 14,697 shares; 2025Q4: 14,288 shares 14,288 $6.09M 0.11% -409 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: 8,803 shares; 2024Q4: 9,118 shares; 2025Q1: 10,827 shares; 2025Q2: 12,564 shares; 2025Q3: 12,566 shares; 2025Q4: 12,980 shares 12,980 $6.08M 0.11% +414 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,635 shares; 2025Q1: 29,764 shares; 2025Q2: 34,060 shares; 2025Q3: 33,155 shares; 2025Q4: 36,280 shares 36,280 $6.05M 0.1% +3,125 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: 27,543 shares; 2024Q4: 28,453 shares; 2025Q1: 28,850 shares; 2025Q2: 30,443 shares; 2025Q3: 29,020 shares; 2025Q4: 33,552 shares 33,552 $5.96M 0.1% +4,532 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: 39,116 shares; 2024Q4: 34,271 shares; 2025Q1: 39,244 shares; 2025Q2: 36,854 shares; 2025Q3: 39,418 shares; 2025Q4: 41,303 shares 41,303 $5.93M 0.1% +1,885 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,964 shares; 2024Q4: 43,639 shares; 2025Q1: 45,439 shares; 2025Q2: 55,492 shares; 2025Q3: 66,448 shares; 2025Q4: 80,011 shares 80,011 $5.88M 0.1% +13,563 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: 2,052 shares; 2024Q4: 2,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,236 shares 39,236 $5.83M 0.1% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,966 shares 88,966 $5.82M 0.1% new 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: 6,956 shares; 2024Q4: 7,029 shares; 2025Q1: 10,204 shares; 2025Q2: 11,025 shares; 2025Q3: not reported; 2025Q4: 11,072 shares 11,072 $5.79M 0.1% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 8,744 shares; 2025Q1: 93,363 shares; 2025Q2: 94,077 shares; 2025Q3: 94,148 shares; 2025Q4: 96,164 shares 96,164 $5.77M 0.1% +2,016 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,170 shares; 2024Q4: 318,340 shares; 2025Q1: 326,572 shares; 2025Q2: 359,366 shares; 2025Q3: 362,309 shares; 2025Q4: 362,758 shares 362,758 $5.66M 0.1% +449 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,096 shares; 2024Q4: 20,250 shares; 2025Q1: 19,726 shares; 2025Q2: 19,156 shares; 2025Q3: 19,786 shares; 2025Q4: 23,011 shares 23,011 $5.59M 0.1% +3,225 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 84,365 shares 84,365 $5.52M 0.1% new 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: 8,003 shares; 2024Q4: 11,632 shares; 2025Q1: 13,352 shares; 2025Q2: 13,818 shares; 2025Q3: 14,065 shares; 2025Q4: 15,384 shares 15,384 $5.43M 0.09% +1,319 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,781 shares; 2024Q4: 66,543 shares; 2025Q1: 68,802 shares; 2025Q2: 76,337 shares; 2025Q3: 78,897 shares; 2025Q4: 89,917 shares 89,917 $5.4M 0.09% +11,020 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: 265,512 shares; 2024Q4: 258,842 shares; 2025Q1: 271,224 shares; 2025Q2: 299,649 shares; 2025Q3: 233,673 shares; 2025Q4: 210,996 shares 210,996 $5.24M 0.09% -22,677 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: 30,837 shares; 2024Q4: 34,936 shares; 2025Q1: 45,464 shares; 2025Q2: 48,724 shares; 2025Q3: 52,563 shares; 2025Q4: 63,674 shares 63,674 $5.2M 0.09% +11,111 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: 7,422 shares; 2024Q4: 7,789 shares; 2025Q1: not reported; 2025Q2: 18,764 shares; 2025Q3: 19,309 shares; 2025Q4: 21,187 shares 21,187 $5.13M 0.09% +1,878 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 178,814 shares 178,814 $5.13M 0.09% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,165 shares; 2024Q4: 60,757 shares; 2025Q1: 60,725 shares; 2025Q2: 62,163 shares; 2025Q3: 63,249 shares; 2025Q4: 63,644 shares 63,644 $5.11M 0.09% +395 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: 29,170 shares; 2024Q4: 27,005 shares; 2025Q1: 29,744 shares; 2025Q2: 31,725 shares; 2025Q3: 32,346 shares; 2025Q4: 32,761 shares 32,761 $5.07M 0.09% +415 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: 4,720 shares; 2024Q4: 7,483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,104 shares 18,104 $5.05M 0.09% new 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: 30,588 shares; 2024Q4: 30,698 shares; 2025Q1: 32,461 shares; 2025Q2: 33,086 shares; 2025Q3: 31,999 shares; 2025Q4: 37,379 shares 37,379 $5.05M 0.09% +5,380 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,227 shares; 2024Q4: 61,314 shares; 2025Q1: 61,257 shares; 2025Q2: 62,496 shares; 2025Q3: 61,435 shares; 2025Q4: 62,971 shares 62,971 $5.04M 0.09% +1,536 Timeline VNM 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: 20,778 shares; 2024Q4: 20,554 shares; 2025Q1: 71,576 shares; 2025Q2: 118,631 shares; 2025Q3: 132,000 shares; 2025Q4: 259,882 shares 259,882 $4.96M 0.09% +127,882 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,925 shares; 2024Q4: 18,441 shares; 2025Q1: 16,067 shares; 2025Q2: 18,577 shares; 2025Q3: 15,966 shares; 2025Q4: 17,234 shares 17,234 $4.95M 0.09% +1,268 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,538 shares; 2024Q4: 53,301 shares; 2025Q1: 57,484 shares; 2025Q2: 71,233 shares; 2025Q3: 80,176 shares; 2025Q4: 89,982 shares 89,982 $4.95M 0.09% +9,806 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: 20,654 shares; 2024Q4: 50,179 shares; 2025Q1: 62,096 shares; 2025Q2: 94,682 shares; 2025Q3: 129,953 shares; 2025Q4: 139,353 shares 139,353 $4.92M 0.09% +9,400 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: 49,433 shares; 2024Q4: 50,109 shares; 2025Q1: 52,570 shares; 2025Q2: 51,482 shares; 2025Q3: 50,991 shares; 2025Q4: 109,000 shares 109,000 $4.87M 0.08% +58,009 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: 30,602 shares; 2024Q4: 34,234 shares; 2025Q1: 37,246 shares; 2025Q2: 158,235 shares; 2025Q3: 162,325 shares; 2025Q4: 135,926 shares 135,926 $4.84M 0.08% -26,399 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: 100,130 shares; 2024Q4: 100,594 shares; 2025Q1: 99,819 shares; 2025Q2: 103,417 shares; 2025Q3: 108,921 shares; 2025Q4: 110,268 shares 110,268 $4.81M 0.08% +1,347 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,582 shares; 2024Q4: 68,352 shares; 2025Q1: 72,580 shares; 2025Q2: 98,740 shares; 2025Q3: 101,139 shares; 2025Q4: 278,407 shares 278,407 $4.8M 0.08% +177,268 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,807 shares 15,807 $4.75M 0.08% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,269 shares; 2024Q4: 34,476 shares; 2025Q1: 34,119 shares; 2025Q2: 34,087 shares; 2025Q3: 35,083 shares; 2025Q4: 35,990 shares 35,990 $4.74M 0.08% +907 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,348 shares 90,348 $4.73M 0.08% new 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: 19,395 shares; 2024Q4: 20,385 shares; 2025Q1: 23,282 shares; 2025Q2: 30,455 shares; 2025Q3: 33,774 shares; 2025Q4: 40,421 shares 40,421 $4.72M 0.08% +6,647 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 18,732 shares; 2025Q1: 56,980 shares; 2025Q2: 86,488 shares; 2025Q3: 122,561 shares; 2025Q4: 159,207 shares 159,207 $4.71M 0.08% +36,646 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,338 shares; 2025Q1: 13,349 shares; 2025Q2: not reported; 2025Q3: 13,305 shares; 2025Q4: 161,655 shares 161,655 $4.69M 0.08% +148,350 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,436 shares; 2024Q4: 113,480 shares; 2025Q1: 93,707 shares; 2025Q2: 83,493 shares; 2025Q3: 77,929 shares; 2025Q4: 92,731 shares 92,731 $4.66M 0.08% +14,802 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 18,829 shares; 2025Q1: 19,856 shares; 2025Q2: 20,039 shares; 2025Q3: 21,723 shares; 2025Q4: 32,111 shares 32,111 $4.65M 0.08% +10,388 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,497 shares; 2024Q4: 28,396 shares; 2025Q1: 39,486 shares; 2025Q2: 53,350 shares; 2025Q3: 68,454 shares; 2025Q4: 86,581 shares 86,581 $4.64M 0.08% +18,127 Timeline VSS 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: 26,118 shares; 2024Q4: 25,899 shares; 2025Q1: 21,758 shares; 2025Q2: 31,810 shares; 2025Q3: 31,048 shares; 2025Q4: 32,215 shares 32,215 $4.62M 0.08% +1,167 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,790 shares; 2024Q4: 9,990 shares; 2025Q1: 18,849 shares; 2025Q2: 21,513 shares; 2025Q3: 22,789 shares; 2025Q4: 24,508 shares 24,508 $4.55M 0.08% +1,719 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: 20,766 shares; 2024Q4: 21,028 shares; 2025Q1: 21,993 shares; 2025Q2: 26,142 shares; 2025Q3: 25,419 shares; 2025Q4: 29,358 shares 29,358 $4.51M 0.08% +3,939 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: 13,683 shares; 2024Q4: 13,730 shares; 2025Q1: 13,353 shares; 2025Q2: 13,499 shares; 2025Q3: 13,531 shares; 2025Q4: 14,359 shares 14,359 $4.49M 0.08% +828 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: 11,215 shares; 2024Q4: 11,299 shares; 2025Q1: 11,517 shares; 2025Q2: 12,699 shares; 2025Q3: 12,599 shares; 2025Q4: 13,765 shares 13,765 $4.46M 0.08% +1,166 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: 17,918 shares; 2024Q4: 18,264 shares; 2025Q1: 18,409 shares; 2025Q2: 18,313 shares; 2025Q3: 15,088 shares; 2025Q4: 16,593 shares 16,593 $4.45M 0.08% +1,505 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,888 shares; 2024Q4: 26,160 shares; 2025Q1: 26,160 shares; 2025Q2: 29,541 shares; 2025Q3: 33,292 shares; 2025Q4: 34,864 shares 34,864 $4.42M 0.08% +1,572 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: 9,763 shares; 2024Q4: 11,552 shares; 2025Q1: not reported; 2025Q2: 99,393 shares; 2025Q3: 89,949 shares; 2025Q4: 91,123 shares 91,123 $4.35M 0.08% +1,174 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 11,238 shares; 2025Q1: 20,936 shares; 2025Q2: 55,489 shares; 2025Q3: 75,206 shares; 2025Q4: 78,717 shares 78,717 $4.32M 0.07% +3,511 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: 17,113 shares; 2024Q4: 18,011 shares; 2025Q1: 15,580 shares; 2025Q2: 28,304 shares; 2025Q3: 27,140 shares; 2025Q4: 26,739 shares 26,739 $4.3M 0.07% -401 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: 16,758 shares; 2024Q4: 16,086 shares; 2025Q1: 16,714 shares; 2025Q2: 17,465 shares; 2025Q3: 17,049 shares; 2025Q4: 18,535 shares 18,535 $4.29M 0.07% +1,486 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,603 shares; 2024Q4: 66,076 shares; 2025Q1: 70,341 shares; 2025Q2: 69,028 shares; 2025Q3: 67,207 shares; 2025Q4: 67,451 shares 67,451 $4.25M 0.07% +244 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: 33,437 shares; 2024Q4: 38,361 shares; 2025Q1: 34,626 shares; 2025Q2: 74,697 shares; 2025Q3: 67,531 shares; 2025Q4: 72,513 shares 72,513 $4.18M 0.07% +4,982 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: 15,047 shares; 2024Q4: 15,208 shares; 2025Q1: 17,874 shares; 2025Q2: 18,570 shares; 2025Q3: 19,286 shares; 2025Q4: 20,079 shares 20,079 $4.12M 0.07% +793 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: 12,731 shares; 2024Q4: 13,129 shares; 2025Q1: 13,692 shares; 2025Q2: 14,585 shares; 2025Q3: 13,418 shares; 2025Q4: 18,039 shares 18,039 $4.11M 0.07% +4,621 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,909 shares; 2024Q4: 78,350 shares; 2025Q1: 80,840 shares; 2025Q2: 86,076 shares; 2025Q3: 88,556 shares; 2025Q4: 80,846 shares 80,846 $4.11M 0.07% -7,710 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: 23,700 shares; 2024Q4: 24,722 shares; 2025Q1: 25,100 shares; 2025Q2: 26,281 shares; 2025Q3: 26,370 shares; 2025Q4: 26,534 shares 26,534 $4.09M 0.07% +164 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 9,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,204 shares 83,204 $4.09M 0.07% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 15,022 shares; 2025Q1: 14,581 shares; 2025Q2: 13,797 shares; 2025Q3: 13,843 shares; 2025Q4: 15,067 shares 15,067 $4.09M 0.07% +1,224 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: 45,194 shares; 2024Q4: 44,487 shares; 2025Q1: 43,094 shares; 2025Q2: 41,891 shares; 2025Q3: 42,145 shares; 2025Q4: 50,272 shares 50,272 $4.04M 0.07% +8,127 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,542 shares; 2025Q2: 79,542 shares; 2025Q3: 76,900 shares; 2025Q4: 76,040 shares 76,040 $3.94M 0.07% -860 Timeline FWD 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: not reported; 2025Q3: not reported; 2025Q4: 37,563 shares 37,563 $3.92M 0.07% new Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,941 shares; 2024Q4: 59,886 shares; 2025Q1: 79,217 shares; 2025Q2: 126,733 shares; 2025Q3: 162,128 shares; 2025Q4: 202,031 shares 202,031 $3.87M 0.07% +39,903 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: 14,802 shares; 2024Q4: 14,921 shares; 2025Q1: 16,098 shares; 2025Q2: 17,684 shares; 2025Q3: 18,442 shares; 2025Q4: 17,714 shares 17,714 $3.85M 0.07% -728 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 16,776 shares; 2025Q1: 26,009 shares; 2025Q2: 35,742 shares; 2025Q3: 49,328 shares; 2025Q4: 61,759 shares 61,759 $3.81M 0.07% +12,431 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,389 shares; 2024Q4: 62,702 shares; 2025Q1: 61,054 shares; 2025Q2: 59,964 shares; 2025Q3: 55,298 shares; 2025Q4: 55,363 shares 55,363 $3.78M 0.07% +65 Timeline EEMV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,194 shares; 2025Q3: 57,610 shares; 2025Q4: 58,943 shares 58,943 $3.77M 0.07% +1,333 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: 23,070 shares; 2024Q4: 25,484 shares; 2025Q1: 40,979 shares; 2025Q2: 27,444 shares; 2025Q3: 27,190 shares; 2025Q4: 30,683 shares 30,683 $3.77M 0.07% +3,493 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 7,517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,089 shares; 2025Q4: 13,570 shares 13,570 $3.73M 0.06% +3,481 Timeline ICOW 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: 102,166 shares; 2024Q4: 101,435 shares; 2025Q1: 97,451 shares; 2025Q2: 96,380 shares; 2025Q3: 94,452 shares; 2025Q4: 95,819 shares 95,819 $3.71M 0.06% +1,367 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,123 shares; 2025Q3: 83,422 shares; 2025Q4: 81,969 shares 81,969 $3.71M 0.06% -1,453 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: 36,737 shares; 2024Q4: 35,578 shares; 2025Q1: 39,054 shares; 2025Q2: 30,350 shares; 2025Q3: 26,258 shares; 2025Q4: 34,537 shares 34,537 $3.7M 0.06% +8,279 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: 22,406 shares; 2024Q4: 21,898 shares; 2025Q1: 21,751 shares; 2025Q2: 26,306 shares; 2025Q3: 26,168 shares; 2025Q4: 27,829 shares 27,829 $3.69M 0.06% +1,661 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: 109,428 shares; 2024Q4: 84,059 shares; 2025Q1: 102,327 shares; 2025Q2: 108,586 shares; 2025Q3: 123,156 shares; 2025Q4: 147,787 shares 147,787 $3.68M 0.06% +24,631 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,687 shares; 2024Q4: 85,045 shares; 2025Q1: 81,483 shares; 2025Q2: 88,186 shares; 2025Q3: 91,488 shares; 2025Q4: 101,244 shares 101,244 $3.67M 0.06% +9,756 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: 3,884 shares; 2024Q4: 4,134 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,655 shares 23,655 $3.62M 0.06% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,724 shares; 2024Q4: 37,650 shares; 2025Q1: 37,990 shares; 2025Q2: 40,918 shares; 2025Q3: 40,001 shares; 2025Q4: 28,261 shares 28,261 $3.6M 0.06% -11,740 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: 15,610 shares; 2024Q4: 15,565 shares; 2025Q1: 13,614 shares; 2025Q2: 13,827 shares; 2025Q3: 13,743 shares; 2025Q4: 13,895 shares 13,895 $3.57M 0.06% +152 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,682 shares; 2024Q4: 73,344 shares; 2025Q1: 74,740 shares; 2025Q2: 102,414 shares; 2025Q3: 131,203 shares; 2025Q4: 153,390 shares 153,390 $3.53M 0.06% +22,187 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 20,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,030 shares 25,030 $3.53M 0.06% new 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: 12,275 shares; 2024Q4: 11,944 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,441 shares; 2025Q4: 12,178 shares 12,178 $3.52M 0.06% +1,737 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: 60,811 shares; 2024Q4: 62,908 shares; 2025Q1: 68,228 shares; 2025Q2: 66,322 shares; 2025Q3: 70,914 shares; 2025Q4: 68,776 shares 68,776 $3.5M 0.06% -2,138 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: 77,631 shares; 2024Q4: 81,422 shares; 2025Q1: 89,719 shares; 2025Q2: 83,904 shares; 2025Q3: 85,593 shares; 2025Q4: 86,503 shares 86,503 $3.48M 0.06% +910 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: 11,988 shares; 2024Q4: 11,390 shares; 2025Q1: 10,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,589 shares 15,589 $3.48M 0.06% new 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: 8,819 shares; 2024Q4: 9,069 shares; 2025Q1: not reported; 2025Q2: 10,375 shares; 2025Q3: not reported; 2025Q4: 11,120 shares 11,120 $3.47M 0.06% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,145 shares 20,145 $3.47M 0.06% new 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: 23,704 shares; 2024Q4: 24,286 shares; 2025Q1: 26,044 shares; 2025Q2: 27,700 shares; 2025Q3: 28,155 shares; 2025Q4: 29,601 shares 29,601 $3.47M 0.06% +1,446 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: 25,116 shares; 2024Q4: 25,344 shares; 2025Q1: 26,426 shares; 2025Q2: 27,922 shares; 2025Q3: 28,912 shares; 2025Q4: 34,607 shares 34,607 $3.46M 0.06% +5,695 Timeline GDXJ 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: 11,424 shares; 2024Q4: 14,405 shares; 2025Q1: 17,071 shares; 2025Q2: 22,158 shares; 2025Q3: 27,269 shares; 2025Q4: 30,308 shares 30,308 $3.45M 0.06% +3,039 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,358 shares; 2024Q4: 82,388 shares; 2025Q1: 98,130 shares; 2025Q2: 109,157 shares; 2025Q3: 81,068 shares; 2025Q4: 99,176 shares 99,176 $3.44M 0.06% +18,108 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: 41,077 shares; 2024Q4: 41,679 shares; 2025Q1: 41,106 shares; 2025Q2: 45,654 shares; 2025Q3: 46,740 shares; 2025Q4: 46,725 shares 46,725 $3.44M 0.06% -15 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,710 shares; 2024Q4: 39,607 shares; 2025Q1: 39,349 shares; 2025Q2: 38,664 shares; 2025Q3: 38,109 shares; 2025Q4: 38,426 shares 38,426 $3.42M 0.06% +317 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,761 shares; 2025Q1: 21,165 shares; 2025Q2: 23,181 shares; 2025Q3: 23,675 shares; 2025Q4: 26,063 shares 26,063 $3.41M 0.06% +2,388 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: 17,923 shares; 2024Q4: 17,390 shares; 2025Q1: 18,034 shares; 2025Q2: 19,234 shares; 2025Q3: 18,465 shares; 2025Q4: 19,540 shares 19,540 $3.39M 0.06% +1,075 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,280 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,581 shares 39,581 $3.37M 0.06% new Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,980 shares; 2025Q3: 17,529 shares; 2025Q4: 17,752 shares 17,752 $3.36M 0.06% +223 Timeline DXJ 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: 16,444 shares; 2024Q4: 17,355 shares; 2025Q1: 19,831 shares; 2025Q2: 13,521 shares; 2025Q3: 18,046 shares; 2025Q4: 23,224 shares 23,224 $3.35M 0.06% +5,178 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 8,499 shares; 2025Q1: 12,510 shares; 2025Q2: 18,341 shares; 2025Q3: 23,929 shares; 2025Q4: 31,576 shares 31,576 $3.31M 0.06% +7,647 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: 15,758 shares; 2024Q4: 16,411 shares; 2025Q1: 16,031 shares; 2025Q2: 16,448 shares; 2025Q3: 14,618 shares; 2025Q4: 15,819 shares 15,819 $3.3M 0.06% +1,201 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: 61,548 shares; 2025Q1: 80,259 shares; 2025Q2: 89,356 shares; 2025Q3: 90,060 shares; 2025Q4: 103,408 shares 103,408 $3.3M 0.06% +13,348 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: 28,850 shares; 2024Q4: 26,057 shares; 2025Q1: 29,196 shares; 2025Q2: 34,088 shares; 2025Q3: 27,289 shares; 2025Q4: 61,155 shares 61,155 $3.29M 0.06% +33,866 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,853 shares; 2024Q4: 86,741 shares; 2025Q1: 100,420 shares; 2025Q2: 116,979 shares; 2025Q3: 133,665 shares; 2025Q4: 135,745 shares 135,745 $3.27M 0.06% +2,080 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: 7,457 shares; 2024Q4: 7,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,632 shares 22,632 $3.26M 0.06% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 11,607 shares; 2025Q1: 59,180 shares; 2025Q2: 71,887 shares; 2025Q3: 77,134 shares; 2025Q4: 83,959 shares 83,959 $3.24M 0.06% +6,825 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: 6,398 shares; 2024Q4: 13,370 shares; 2025Q1: 14,477 shares; 2025Q2: 16,929 shares; 2025Q3: 16,252 shares; 2025Q4: 17,500 shares 17,500 $3.22M 0.06% +1,248 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: 10,882 shares; 2024Q4: 10,889 shares; 2025Q1: 11,056 shares; 2025Q2: 11,216 shares; 2025Q3: 11,403 shares; 2025Q4: 13,314 shares 13,314 $3.21M 0.06% +1,911 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: 24,627 shares; 2024Q4: 24,884 shares; 2025Q1: 19,596 shares; 2025Q2: 22,671 shares; 2025Q3: 21,666 shares; 2025Q4: 23,373 shares 23,373 $3.2M 0.06% +1,707 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,179 shares; 2024Q4: 70,093 shares; 2025Q1: 70,718 shares; 2025Q2: 66,081 shares; 2025Q3: 61,322 shares; 2025Q4: 62,543 shares 62,543 $3.18M 0.06% +1,221 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: not reported; 2024Q4: not reported; 2025Q1: 19,090 shares; 2025Q2: 19,111 shares; 2025Q3: 20,134 shares; 2025Q4: 20,134 shares 20,134 $3.15M 0.05% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,342 shares; 2025Q3: 91,110 shares; 2025Q4: 96,026 shares 96,026 $3.14M 0.05% +4,916 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,311 shares; 2025Q3: 48,925 shares; 2025Q4: 48,931 shares 48,931 $3.14M 0.05% +6 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,350 shares; 2024Q4: 19,940 shares; 2025Q1: 49,915 shares; 2025Q2: 26,765 shares; 2025Q3: 64,486 shares; 2025Q4: 39,218 shares 39,218 $3.11M 0.05% -25,268 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,376 shares; 2024Q4: 23,614 shares; 2025Q1: 21,454 shares; 2025Q2: 22,599 shares; 2025Q3: 20,955 shares; 2025Q4: 39,162 shares 39,162 $3.09M 0.05% +18,207 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,388 shares; 2024Q4: 9,121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,580 shares 10,580 $3.07M 0.05% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,542 shares; 2025Q3: 55,806 shares; 2025Q4: 56,674 shares 56,674 $3.06M 0.05% +868 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 30,999 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,608 shares 12,608 $2.99M 0.05% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,122 shares; 2024Q4: 45,084 shares; 2025Q1: 47,646 shares; 2025Q2: 48,113 shares; 2025Q3: 51,594 shares; 2025Q4: 56,071 shares 56,071 $2.99M 0.05% +4,477 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 12,002 shares; 2025Q1: 15,076 shares; 2025Q2: 18,506 shares; 2025Q3: 24,299 shares; 2025Q4: 64,240 shares 64,240 $2.97M 0.05% +39,941 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,316 shares 31,316 $2.94M 0.05% new Timeline EWZ 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: not reported; 2024Q4: not reported; 2025Q1: 32,595 shares; 2025Q2: 50,417 shares; 2025Q3: 69,432 shares; 2025Q4: 92,332 shares 92,332 $2.93M 0.05% +22,900 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,682 shares; 2024Q4: 29,582 shares; 2025Q1: 36,693 shares; 2025Q2: 47,431 shares; 2025Q3: 49,314 shares; 2025Q4: 51,612 shares 51,612 $2.92M 0.05% +2,298 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: 36,746 shares; 2024Q4: 37,734 shares; 2025Q1: 38,358 shares; 2025Q2: 45,192 shares; 2025Q3: 52,029 shares; 2025Q4: 59,275 shares 59,275 $2.92M 0.05% +7,246 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: 17,552 shares; 2024Q4: 18,529 shares; 2025Q1: 20,961 shares; 2025Q2: 22,415 shares; 2025Q3: 22,858 shares; 2025Q4: 25,282 shares 25,282 $2.92M 0.05% +2,424 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: 32,374 shares; 2024Q4: 44,688 shares; 2025Q1: 32,014 shares; 2025Q2: 36,169 shares; 2025Q3: 39,920 shares; 2025Q4: 30,962 shares 30,962 $2.9M 0.05% -8,958 Timeline BBRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,271 shares 31,271 $2.9M 0.05% new Timeline EWS 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: 18,737 shares; 2024Q4: 22,758 shares; 2025Q1: 37,396 shares; 2025Q2: 56,877 shares; 2025Q3: 78,305 shares; 2025Q4: 104,243 shares 104,243 $2.87M 0.05% +25,938 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,425 shares; 2025Q1: 22,483 shares; 2025Q2: 21,634 shares; 2025Q3: 18,622 shares; 2025Q4: 52,164 shares 52,164 $2.86M 0.05% +33,542 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,433 shares; 2025Q1: 10,681 shares; 2025Q2: 15,227 shares; 2025Q3: 15,100 shares; 2025Q4: 25,101 shares 25,101 $2.84M 0.05% +10,001 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: 12,631 shares; 2024Q4: 13,336 shares; 2025Q1: 16,498 shares; 2025Q2: 12,605 shares; 2025Q3: 12,150 shares; 2025Q4: 12,899 shares 12,899 $2.83M 0.05% +749 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,902 shares; 2024Q4: 106,723 shares; 2025Q1: 101,546 shares; 2025Q2: 109,713 shares; 2025Q3: 105,415 shares; 2025Q4: 94,793 shares 94,793 $2.83M 0.05% -10,622 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: 10,664 shares; 2024Q4: 11,244 shares; 2025Q1: 12,392 shares; 2025Q2: 15,096 shares; 2025Q3: 22,871 shares; 2025Q4: 24,317 shares 24,317 $2.82M 0.05% +1,446 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: 23,368 shares; 2024Q4: 25,362 shares; 2025Q1: 29,249 shares; 2025Q2: 32,851 shares; 2025Q3: 32,757 shares; 2025Q4: 32,021 shares 32,021 $2.79M 0.05% -736 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: 5,537 shares; 2024Q4: 7,210 shares; 2025Q1: not reported; 2025Q2: 14,657 shares; 2025Q3: 10,342 shares; 2025Q4: 27,350 shares 27,350 $2.76M 0.05% +17,008 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,101 shares; 2024Q4: 74,409 shares; 2025Q1: 125,736 shares; 2025Q2: 193,422 shares; 2025Q3: 266,349 shares; 2025Q4: 355,600 shares 355,600 $2.69M 0.05% +89,251 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,411 shares; 2024Q4: 12,458 shares; 2025Q1: 12,937 shares; 2025Q2: 13,599 shares; 2025Q3: 14,024 shares; 2025Q4: 13,083 shares 13,083 $2.69M 0.05% -941 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,232 shares; 2024Q4: 16,537 shares; 2025Q1: 16,942 shares; 2025Q2: 21,752 shares; 2025Q3: 21,097 shares; 2025Q4: 21,849 shares 21,849 $2.68M 0.05% +752 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 15,271 shares; 2025Q1: 20,644 shares; 2025Q2: 26,457 shares; 2025Q3: 31,712 shares; 2025Q4: 40,967 shares 40,967 $2.67M 0.05% +9,255 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: 9,001 shares; 2024Q4: 9,351 shares; 2025Q1: 10,111 shares; 2025Q2: 12,484 shares; 2025Q3: 12,539 shares; 2025Q4: 13,124 shares 13,124 $2.66M 0.05% +585 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: 14,990 shares; 2024Q4: 12,208 shares; 2025Q1: 16,615 shares; 2025Q2: 15,857 shares; 2025Q3: 17,724 shares; 2025Q4: 20,791 shares 20,791 $2.65M 0.05% +3,067 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: 12,501 shares; 2024Q4: 11,526 shares; 2025Q1: 12,248 shares; 2025Q2: 14,224 shares; 2025Q3: 14,265 shares; 2025Q4: 16,558 shares 16,558 $2.65M 0.05% +2,293 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 24,224 shares; 2025Q1: 31,967 shares; 2025Q2: 40,432 shares; 2025Q3: 48,912 shares; 2025Q4: 78,161 shares 78,161 $2.65M 0.05% +29,249 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,276 shares; 2024Q4: 29,131 shares; 2025Q1: 33,821 shares; 2025Q2: 43,807 shares; 2025Q3: 65,196 shares; 2025Q4: 102,169 shares 102,169 $2.64M 0.05% +36,973 Timeline HAUZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,080 shares 112,080 $2.6M 0.05% new 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: 100,900 shares; 2024Q4: 45,307 shares; 2025Q1: 47,367 shares; 2025Q2: 45,577 shares; 2025Q3: 53,955 shares; 2025Q4: 70,269 shares 70,269 $2.59M 0.05% +16,314 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: 28,962 shares; 2024Q4: 48,768 shares; 2025Q1: 59,174 shares; 2025Q2: 60,300 shares; 2025Q3: 61,086 shares; 2025Q4: 62,894 shares 62,894 $2.59M 0.04% +1,808 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 9,112 shares; 2025Q1: 11,238 shares; 2025Q2: 14,067 shares; 2025Q3: 29,327 shares; 2025Q4: 38,414 shares 38,414 $2.59M 0.04% +9,087 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: 18,791 shares; 2024Q4: 19,302 shares; 2025Q1: 19,154 shares; 2025Q2: 19,839 shares; 2025Q3: 19,712 shares; 2025Q4: 18,208 shares 18,208 $2.58M 0.04% -1,504 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,393 shares; 2024Q4: 11,639 shares; 2025Q1: 12,150 shares; 2025Q2: 13,245 shares; 2025Q3: 14,090 shares; 2025Q4: 40,373 shares 40,373 $2.57M 0.04% +26,283 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,254 shares 20,254 $2.56M 0.04% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,603 shares; 2024Q4: 7,484 shares; 2025Q1: not reported; 2025Q2: 14,258 shares; 2025Q3: 15,740 shares; 2025Q4: 61,392 shares 61,392 $2.52M 0.04% +45,652 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,480 shares; 2025Q3: 37,748 shares; 2025Q4: 57,949 shares 57,949 $2.52M 0.04% +20,201 Timeline EWP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,297 shares 46,297 $2.5M 0.04% new 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: 8,074 shares; 2024Q4: 8,570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,534 shares 11,534 $2.45M 0.04% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,056 shares; 2024Q4: 11,846 shares; 2025Q1: 11,961 shares; 2025Q2: 13,880 shares; 2025Q3: 16,353 shares; 2025Q4: 16,420 shares 16,420 $2.41M 0.04% +67 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,688 shares 66,688 $2.4M 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 14,039 shares; 2025Q1: 15,440 shares; 2025Q2: 15,939 shares; 2025Q3: 16,069 shares; 2025Q4: 20,028 shares 20,028 $2.4M 0.04% +3,959 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,928 shares; 2024Q4: 19,612 shares; 2025Q1: 20,112 shares; 2025Q2: 22,611 shares; 2025Q3: 23,160 shares; 2025Q4: 35,437 shares 35,437 $2.38M 0.04% +12,277 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,796 shares; 2025Q1: 29,330 shares; 2025Q2: 27,948 shares; 2025Q3: 26,725 shares; 2025Q4: 27,630 shares 27,630 $2.36M 0.04% +905 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: 46,830 shares; 2024Q4: 49,272 shares; 2025Q1: 37,666 shares; 2025Q2: 37,014 shares; 2025Q3: 30,710 shares; 2025Q4: 30,692 shares 30,692 $2.36M 0.04% -18 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,476 shares; 2024Q4: 23,061 shares; 2025Q1: 26,600 shares; 2025Q2: 29,367 shares; 2025Q3: 30,561 shares; 2025Q4: 32,570 shares 32,570 $2.35M 0.04% +2,009 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,626 shares; 2024Q4: 30,221 shares; 2025Q1: 30,078 shares; 2025Q2: 30,369 shares; 2025Q3: 29,546 shares; 2025Q4: 29,687 shares 29,687 $2.34M 0.04% +141 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: 62,578 shares; 2024Q4: 33,983 shares; 2025Q1: 28,449 shares; 2025Q2: 27,125 shares; 2025Q3: 22,424 shares; 2025Q4: 23,539 shares 23,539 $2.33M 0.04% +1,115 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,661 shares; 2024Q4: 10,775 shares; 2025Q1: 17,709 shares; 2025Q2: 43,275 shares; 2025Q3: 60,686 shares; 2025Q4: 82,484 shares 82,484 $2.33M 0.04% +21,798 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,333 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,734 shares 10,734 $2.31M 0.04% new 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: 9,869 shares; 2024Q4: 9,843 shares; 2025Q1: 10,568 shares; 2025Q2: 13,978 shares; 2025Q3: 13,594 shares; 2025Q4: 14,081 shares 14,081 $2.28M 0.04% +487 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 17,821 shares; 2025Q1: 16,978 shares; 2025Q2: 36,947 shares; 2025Q3: 68,002 shares; 2025Q4: 88,787 shares 88,787 $2.27M 0.04% +20,785 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,701 shares; 2024Q4: 7,749 shares; 2025Q1: 40,029 shares; 2025Q2: 55,037 shares; 2025Q3: 73,009 shares; 2025Q4: 94,810 shares 94,810 $2.25M 0.04% +21,801 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,224 shares; 2024Q4: 354,586 shares; 2025Q1: 446,935 shares; 2025Q2: 578,445 shares; 2025Q3: 484,590 shares; 2025Q4: 467,002 shares 467,002 $2.2M 0.04% -17,588 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 23,992 shares; 2025Q1: 49,313 shares; 2025Q2: 74,984 shares; 2025Q3: 103,450 shares; 2025Q4: 138,305 shares 138,305 $2.2M 0.04% +34,855 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,127 shares; 2024Q4: 15,772 shares; 2025Q1: 17,799 shares; 2025Q2: 16,884 shares; 2025Q3: 15,669 shares; 2025Q4: 16,059 shares 16,059 $2.2M 0.04% +390 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 8,267 shares; 2025Q1: not reported; 2025Q2: 11,918 shares; 2025Q3: 13,956 shares; 2025Q4: 17,145 shares 17,145 $2.17M 0.04% +3,189 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,192 shares; 2025Q2: 42,691 shares; 2025Q3: 38,589 shares; 2025Q4: 38,324 shares 38,324 $2.17M 0.04% -265 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,193 shares; 2024Q4: 14,898 shares; 2025Q1: 13,607 shares; 2025Q2: 14,599 shares; 2025Q3: 21,126 shares; 2025Q4: 21,820 shares 21,820 $2.17M 0.04% +694 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: 18,972 shares; 2024Q4: 18,911 shares; 2025Q1: 20,849 shares; 2025Q2: 25,948 shares; 2025Q3: 26,179 shares; 2025Q4: 26,577 shares 26,577 $2.16M 0.04% +398 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,272 shares; 2024Q4: 37,645 shares; 2025Q1: 47,010 shares; 2025Q2: 56,340 shares; 2025Q3: 70,163 shares; 2025Q4: 183,524 shares 183,524 $2.15M 0.04% +113,361 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 23,847 shares; 2025Q1: 24,953 shares; 2025Q2: 28,052 shares; 2025Q3: 28,818 shares; 2025Q4: 28,949 shares 28,949 $2.14M 0.04% +131 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 5,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,224 shares 13,224 $2.13M 0.04% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,263 shares; 2024Q4: 111,436 shares; 2025Q1: 109,928 shares; 2025Q2: 110,874 shares; 2025Q3: 103,922 shares; 2025Q4: 108,595 shares 108,595 $2.12M 0.04% +4,673 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: 1,141 shares; 2024Q4: 1,131 shares; 2025Q1: not reported; 2025Q2: 20,295 shares; 2025Q3: 20,989 shares; 2025Q4: 23,238 shares 23,238 $2.12M 0.04% +2,249 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: 82,737 shares; 2024Q4: 91,114 shares; 2025Q1: 40,712 shares; 2025Q2: 172,705 shares; 2025Q3: 174,302 shares; 2025Q4: 37,025 shares 37,025 $2.12M 0.04% -137,277 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,004 shares; 2024Q4: 52,372 shares; 2025Q1: 53,794 shares; 2025Q2: 56,320 shares; 2025Q3: 54,745 shares; 2025Q4: 39,999 shares 39,999 $2.11M 0.04% -14,746 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO 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: 37,551 shares; 2025Q3: 39,981 shares; 2025Q4: 43,547 shares 43,547 $2.11M 0.04% +3,566 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: 34,081 shares; 2024Q4: 33,210 shares; 2025Q1: 33,789 shares; 2025Q2: 34,262 shares; 2025Q3: 37,695 shares; 2025Q4: 38,459 shares 38,459 $2.11M 0.04% +764 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 10,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,589 shares; 2025Q4: 14,628 shares 14,628 $2.08M 0.04% +3,039 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: 23,704 shares; 2024Q4: 19,245 shares; 2025Q1: 19,098 shares; 2025Q2: 32,026 shares; 2025Q3: 31,632 shares; 2025Q4: 35,127 shares 35,127 $2.06M 0.04% +3,495 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: 24,578 shares; 2024Q4: 75,829 shares; 2025Q1: 73,748 shares; 2025Q2: 67,891 shares; 2025Q3: 67,891 shares; 2025Q4: 69,324 shares 69,324 $2.05M 0.04% +1,433 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: 18,669 shares; 2024Q4: 19,325 shares; 2025Q1: 17,974 shares; 2025Q2: 19,997 shares; 2025Q3: 25,382 shares; 2025Q4: 25,560 shares 25,560 $2.05M 0.04% +178 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH BANCSHARES 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: 88,094 shares; 2025Q4: 88,094 shares 88,094 $2.05M 0.04% 0 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: 15,997 shares; 2024Q4: 16,549 shares; 2025Q1: 19,349 shares; 2025Q2: 20,721 shares; 2025Q3: 21,491 shares; 2025Q4: 24,080 shares 24,080 $2.03M 0.04% +2,589 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 17,728 shares; 2025Q2: 156,109 shares; 2025Q3: 151,993 shares; 2025Q4: 117,951 shares 117,951 $2.03M 0.04% -34,042 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 27,159 shares; 2025Q1: 27,538 shares; 2025Q2: 27,896 shares; 2025Q3: 23,241 shares; 2025Q4: 24,107 shares 24,107 $2.02M 0.04% +866 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,495 shares 39,495 $2M 0.03% new 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: 12,316 shares; 2024Q4: 15,506 shares; 2025Q1: 16,543 shares; 2025Q2: 18,329 shares; 2025Q3: 18,332 shares; 2025Q4: 22,891 shares 22,891 $2M 0.03% +4,559 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 22,951 shares; 2025Q1: 22,092 shares; 2025Q2: 20,730 shares; 2025Q3: 20,370 shares; 2025Q4: 21,099 shares 21,099 $1.95M 0.03% +729 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: 28,696 shares; 2024Q4: 26,416 shares; 2025Q1: 29,994 shares; 2025Q2: 42,571 shares; 2025Q3: 34,984 shares; 2025Q4: 36,201 shares 36,201 $1.95M 0.03% +1,217 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,335 shares; 2024Q4: 16,381 shares; 2025Q1: not reported; 2025Q2: 11,599 shares; 2025Q3: 10,158 shares; 2025Q4: 40,421 shares 40,421 $1.95M 0.03% +30,263 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,914 shares; 2024Q4: 19,346 shares; 2025Q1: 19,456 shares; 2025Q2: 22,233 shares; 2025Q3: 22,699 shares; 2025Q4: 24,449 shares 24,449 $1.94M 0.03% +1,750 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,742 shares; 2024Q4: 40,190 shares; 2025Q1: 39,671 shares; 2025Q2: 38,283 shares; 2025Q3: 30,397 shares; 2025Q4: 32,761 shares 32,761 $1.94M 0.03% +2,364 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: 11,230 shares; 2024Q4: 11,408 shares; 2025Q1: 13,911 shares; 2025Q2: 15,979 shares; 2025Q3: 13,788 shares; 2025Q4: 23,338 shares 23,338 $1.93M 0.03% +9,550 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,450 shares; 2024Q4: 20,760 shares; 2025Q1: 23,992 shares; 2025Q2: 24,518 shares; 2025Q3: 28,185 shares; 2025Q4: 41,910 shares 41,910 $1.92M 0.03% +13,725 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,804 shares; 2024Q4: 19,563 shares; 2025Q1: 19,457 shares; 2025Q2: 19,134 shares; 2025Q3: 19,461 shares; 2025Q4: 23,793 shares 23,793 $1.92M 0.03% +4,332 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,550 shares; 2024Q4: 31,046 shares; 2025Q1: 64,928 shares; 2025Q2: 76,778 shares; 2025Q3: 88,949 shares; 2025Q4: 106,526 shares 106,526 $1.92M 0.03% +17,577 Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,908 shares; 2024Q4: 144,853 shares; 2025Q1: 250,661 shares; 2025Q2: 320,756 shares; 2025Q3: 320,552 shares; 2025Q4: 319,583 shares 319,583 $1.9M 0.03% -969 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 2,976 shares; 2025Q1: not reported; 2025Q2: 13,286 shares; 2025Q3: 11,392 shares; 2025Q4: 11,848 shares 11,848 $1.89M 0.03% +456 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,782 shares; 2024Q4: 14,932 shares; 2025Q1: 16,094 shares; 2025Q2: 16,427 shares; 2025Q3: 16,461 shares; 2025Q4: 21,967 shares 21,967 $1.88M 0.03% +5,506 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 14,724 shares; 2025Q1: 13,935 shares; 2025Q2: 13,266 shares; 2025Q3: 15,131 shares; 2025Q4: 48,124 shares 48,124 $1.88M 0.03% +32,993 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: not reported; 2024Q4: 1,572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,185 shares; 2025Q4: 11,107 shares 11,107 $1.86M 0.03% +922 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: 8,595 shares; 2024Q4: 8,673 shares; 2025Q1: not reported; 2025Q2: 13,202 shares; 2025Q3: 12,397 shares; 2025Q4: 14,414 shares 14,414 $1.86M 0.03% +2,017 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: not reported; 2024Q4: not reported; 2025Q1: 108,595 shares; 2025Q2: 169,385 shares; 2025Q3: 192,553 shares; 2025Q4: 41,653 shares 41,653 $1.85M 0.03% -150,900 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,838 shares; 2025Q4: 61,391 shares 61,391 $1.81M 0.03% +16,553 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,340 shares; 2025Q3: 29,459 shares; 2025Q4: 27,797 shares 27,797 $1.8M 0.03% -1,662 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: 36,424 shares; 2024Q4: 86,040 shares; 2025Q1: 87,988 shares; 2025Q2: 31,582 shares; 2025Q3: 28,645 shares; 2025Q4: 33,343 shares 33,343 $1.8M 0.03% +4,698 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 17,540 shares; 2025Q1: 12,392 shares; 2025Q2: 13,293 shares; 2025Q3: 13,303 shares; 2025Q4: 18,725 shares 18,725 $1.8M 0.03% +5,422 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 75,081 shares; 2025Q4: 80,033 shares 80,033 $1.8M 0.03% +4,952 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: 18,026 shares; 2024Q4: 18,434 shares; 2025Q1: 20,346 shares; 2025Q2: 17,248 shares; 2025Q3: 18,712 shares; 2025Q4: 21,975 shares 21,975 $1.79M 0.03% +3,263 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,802 shares; 2025Q3: 30,687 shares; 2025Q4: 36,224 shares 36,224 $1.78M 0.03% +5,537 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,262 shares; 2024Q4: 34,121 shares; 2025Q1: 31,352 shares; 2025Q2: 29,970 shares; 2025Q3: 26,879 shares; 2025Q4: 27,198 shares 27,198 $1.74M 0.03% +319 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: 8,146 shares; 2024Q4: 7,601 shares; 2025Q1: not reported; 2025Q2: 10,431 shares; 2025Q3: 10,068 shares; 2025Q4: 10,485 shares 10,485 $1.71M 0.03% +417 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,270 shares; 2024Q4: 51,328 shares; 2025Q1: 46,593 shares; 2025Q2: 46,948 shares; 2025Q3: 46,277 shares; 2025Q4: 46,505 shares 46,505 $1.71M 0.03% +228 Timeline SGVT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,924 shares 16,924 $1.7M 0.03% new Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,433 shares; 2024Q4: 9,939 shares; 2025Q1: 24,138 shares; 2025Q2: 46,756 shares; 2025Q3: 64,086 shares; 2025Q4: 84,812 shares 84,812 $1.7M 0.03% +20,726 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: not reported; 2024Q4: not reported; 2025Q1: 26,335 shares; 2025Q2: 24,337 shares; 2025Q3: 24,325 shares; 2025Q4: 23,231 shares 23,231 $1.69M 0.03% -1,094 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 8,320 shares; 2025Q1: 12,891 shares; 2025Q2: 18,259 shares; 2025Q3: 24,436 shares; 2025Q4: 31,327 shares 31,327 $1.69M 0.03% +6,891 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 8,896 shares; 2025Q1: 12,923 shares; 2025Q2: 14,559 shares; 2025Q3: 13,876 shares; 2025Q4: 21,364 shares 21,364 $1.65M 0.03% +7,488 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,735 shares; 2024Q4: 21,389 shares; 2025Q1: 21,144 shares; 2025Q2: 24,720 shares; 2025Q3: 24,224 shares; 2025Q4: 25,732 shares 25,732 $1.65M 0.03% +1,508 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: 8,749 shares; 2024Q4: 8,016 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,054 shares 10,054 $1.64M 0.03% new Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,308 shares; 2024Q4: 66,666 shares; 2025Q1: 109,730 shares; 2025Q2: 165,583 shares; 2025Q3: 226,457 shares; 2025Q4: 293,753 shares 293,753 $1.63M 0.03% +67,296 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,368 shares; 2024Q4: 23,075 shares; 2025Q1: 23,237 shares; 2025Q2: 24,708 shares; 2025Q3: 23,516 shares; 2025Q4: 23,178 shares 23,178 $1.63M 0.03% -338 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 18,877 shares; 2025Q2: 29,947 shares; 2025Q3: 41,152 shares; 2025Q4: 55,967 shares 55,967 $1.61M 0.03% +14,815 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,972 shares; 2024Q4: 23,734 shares; 2025Q1: 22,971 shares; 2025Q2: 23,010 shares; 2025Q3: 23,219 shares; 2025Q4: 23,279 shares 23,279 $1.6M 0.03% +60 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 7,641 shares; 2025Q1: not reported; 2025Q2: 10,833 shares; 2025Q3: 12,228 shares; 2025Q4: 16,963 shares 16,963 $1.6M 0.03% +4,735 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 16,429 shares; 2025Q1: 18,960 shares; 2025Q2: 17,959 shares; 2025Q3: 21,370 shares; 2025Q4: 26,864 shares 26,864 $1.57M 0.03% +5,494 Timeline URA 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: not reported; 2025Q3: not reported; 2025Q4: 36,402 shares 36,402 $1.56M 0.03% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 12,234 shares; 2025Q1: not reported; 2025Q2: 13,701 shares; 2025Q3: 13,919 shares; 2025Q4: 13,713 shares 13,713 $1.53M 0.03% -206 Timeline EFAV ISHARES TR More: 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: 18,016 shares; 2025Q3: 17,688 shares; 2025Q4: 17,767 shares 17,767 $1.53M 0.03% +79 Timeline DFIC 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: not reported; 2024Q4: 53,844 shares; 2025Q1: 47,499 shares; 2025Q2: 44,254 shares; 2025Q3: 43,034 shares; 2025Q4: 44,327 shares 44,327 $1.53M 0.03% +1,293 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: 20,198 shares; 2024Q4: 18,602 shares; 2025Q1: 21,034 shares; 2025Q2: 23,921 shares; 2025Q3: 24,249 shares; 2025Q4: 26,938 shares 26,938 $1.52M 0.03% +2,689 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 50,913 shares; 2025Q4: 66,120 shares 66,120 $1.52M 0.03% +15,207 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,495 shares; 2024Q4: 17,119 shares; 2025Q1: 17,724 shares; 2025Q2: 39,489 shares; 2025Q3: 16,265 shares; 2025Q4: 18,340 shares 18,340 $1.5M 0.03% +2,075 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: 9,700 shares; 2024Q4: 9,803 shares; 2025Q1: 12,845 shares; 2025Q2: 12,990 shares; 2025Q3: 14,228 shares; 2025Q4: 19,932 shares 19,932 $1.5M 0.03% +5,704 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 9,342 shares; 2025Q1: 10,299 shares; 2025Q2: 12,193 shares; 2025Q3: 11,311 shares; 2025Q4: 11,914 shares 11,914 $1.5M 0.03% +603 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,756 shares; 2024Q4: 194,707 shares; 2025Q1: 207,859 shares; 2025Q2: 215,971 shares; 2025Q3: 208,398 shares; 2025Q4: 203,855 shares 203,855 $1.5M 0.03% -4,543 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,881 shares; 2024Q4: 17,152 shares; 2025Q1: 17,657 shares; 2025Q2: 17,879 shares; 2025Q3: 17,940 shares; 2025Q4: 17,344 shares 17,344 $1.48M 0.03% -596 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 10,407 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,332 shares 29,332 $1.48M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,791 shares; 2025Q3: 21,092 shares; 2025Q4: 20,624 shares 20,624 $1.48M 0.03% -468 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: 29,987 shares; 2024Q4: 27,255 shares; 2025Q1: 30,638 shares; 2025Q2: 28,001 shares; 2025Q3: 31,077 shares; 2025Q4: 28,798 shares 28,798 $1.46M 0.03% -2,279 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,708 shares; 2025Q4: 27,185 shares 27,185 $1.44M 0.02% -5,523 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,026 shares; 2024Q4: 30,037 shares; 2025Q1: 33,115 shares; 2025Q2: 32,656 shares; 2025Q3: 33,079 shares; 2025Q4: 37,154 shares 37,154 $1.43M 0.02% +4,075 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,395 shares; 2024Q4: 32,381 shares; 2025Q1: 35,861 shares; 2025Q2: 39,770 shares; 2025Q3: 42,810 shares; 2025Q4: 47,498 shares 47,498 $1.42M 0.02% +4,688 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,375 shares; 2024Q4: 13,578 shares; 2025Q1: 14,365 shares; 2025Q2: 18,343 shares; 2025Q3: 15,189 shares; 2025Q4: 18,305 shares 18,305 $1.4M 0.02% +3,116 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 7,779 shares; 2025Q1: 12,103 shares; 2025Q2: 18,076 shares; 2025Q3: 24,394 shares; 2025Q4: 33,038 shares 33,038 $1.4M 0.02% +8,644 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 11,164 shares; 2025Q1: 13,092 shares; 2025Q2: 15,453 shares; 2025Q3: 22,027 shares; 2025Q4: 17,230 shares 17,230 $1.4M 0.02% -4,797 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 11,585 shares; 2025Q1: 11,153 shares; 2025Q2: 11,330 shares; 2025Q3: 11,109 shares; 2025Q4: 12,501 shares 12,501 $1.38M 0.02% +1,392 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: 40,971 shares; 2024Q4: 42,503 shares; 2025Q1: 40,097 shares; 2025Q2: 46,093 shares; 2025Q3: 39,667 shares; 2025Q4: 37,128 shares 37,128 $1.37M 0.02% -2,539 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,145 shares; 2024Q4: 49,137 shares; 2025Q1: 15,747 shares; 2025Q2: 14,116 shares; 2025Q3: 14,336 shares; 2025Q4: 15,685 shares 15,685 $1.37M 0.02% +1,349 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: 9,756 shares; 2024Q4: 10,800 shares; 2025Q1: 11,039 shares; 2025Q2: 12,587 shares; 2025Q3: 13,168 shares; 2025Q4: 12,919 shares 12,919 $1.36M 0.02% -249 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: 19,704 shares; 2024Q4: 23,634 shares; 2025Q1: 16,124 shares; 2025Q2: 19,428 shares; 2025Q3: 12,850 shares; 2025Q4: 15,241 shares 15,241 $1.35M 0.02% +2,391 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 36,986 shares; 2025Q1: 38,538 shares; 2025Q2: 39,144 shares; 2025Q3: 38,278 shares; 2025Q4: 38,468 shares 38,468 $1.35M 0.02% +190 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,082 shares; 2024Q4: 32,773 shares; 2025Q1: 33,097 shares; 2025Q2: 33,842 shares; 2025Q3: 33,446 shares; 2025Q4: 34,188 shares 34,188 $1.34M 0.02% +742 Timeline SCHO 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: 93,830 shares; 2024Q4: 48,680 shares; 2025Q1: 42,436 shares; 2025Q2: 58,573 shares; 2025Q3: 54,984 shares; 2025Q4: 54,315 shares 54,315 $1.32M 0.02% -669 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,937 shares; 2024Q4: 18,689 shares; 2025Q1: 38,472 shares; 2025Q2: 58,172 shares; 2025Q3: 79,054 shares; 2025Q4: 103,577 shares 103,577 $1.31M 0.02% +24,523 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: 12,079 shares; 2024Q4: 12,676 shares; 2025Q1: 12,881 shares; 2025Q2: 15,635 shares; 2025Q3: 17,139 shares; 2025Q4: 19,538 shares 19,538 $1.31M 0.02% +2,399 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,574 shares 11,574 $1.3M 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,041 shares; 2024Q4: 17,121 shares; 2025Q1: 19,375 shares; 2025Q2: 22,957 shares; 2025Q3: 21,324 shares; 2025Q4: 22,171 shares 22,171 $1.29M 0.02% +847 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 8,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,855 shares 16,855 $1.28M 0.02% new Timeline FSEP 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: 8,147 shares; 2024Q4: 15,257 shares; 2025Q1: 15,257 shares; 2025Q2: 15,257 shares; 2025Q3: 24,315 shares; 2025Q4: 24,698 shares 24,698 $1.27M 0.02% +383 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,320 shares; 2024Q4: 29,409 shares; 2025Q1: 30,311 shares; 2025Q2: 32,731 shares; 2025Q3: 31,566 shares; 2025Q4: 31,514 shares 31,514 $1.27M 0.02% -52 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,795 shares; 2024Q4: 15,594 shares; 2025Q1: 22,509 shares; 2025Q2: 25,542 shares; 2025Q3: 27,625 shares; 2025Q4: 43,686 shares 43,686 $1.26M 0.02% +16,061 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,360 shares 13,360 $1.26M 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 23,458 shares; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,621 shares; 2025Q4: 11,225 shares 11,225 $1.26M 0.02% +604 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,520 shares; 2025Q4: 14,207 shares 14,207 $1.24M 0.02% +2,687 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,646 shares; 2024Q4: 41,356 shares; 2025Q1: 39,655 shares; 2025Q2: 42,093 shares; 2025Q3: 42,532 shares; 2025Q4: 51,389 shares 51,389 $1.23M 0.02% +8,857 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,080 shares; 2025Q1: 24,229 shares; 2025Q2: 48,783 shares; 2025Q3: 56,057 shares; 2025Q4: 57,505 shares 57,505 $1.23M 0.02% +1,448 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: 13,714 shares; 2024Q4: 12,510 shares; 2025Q1: 14,311 shares; 2025Q2: 14,425 shares; 2025Q3: 14,382 shares; 2025Q4: 14,443 shares 14,443 $1.23M 0.02% +61 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,016 shares; 2024Q4: 42,488 shares; 2025Q1: 41,030 shares; 2025Q2: 36,344 shares; 2025Q3: 34,455 shares; 2025Q4: 36,445 shares 36,445 $1.22M 0.02% +1,990 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: 5,512 shares; 2024Q4: 18,930 shares; 2025Q1: 21,441 shares; 2025Q2: 53,039 shares; 2025Q3: 44,667 shares; 2025Q4: 44,436 shares 44,436 $1.22M 0.02% -231 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 16,739 shares; 2025Q1: 10,697 shares; 2025Q2: not reported; 2025Q3: 13,792 shares; 2025Q4: 66,354 shares 66,354 $1.21M 0.02% +52,562 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: 19,723 shares; 2024Q4: 20,048 shares; 2025Q1: 12,118 shares; 2025Q2: 11,891 shares; 2025Q3: 11,795 shares; 2025Q4: 12,305 shares 12,305 $1.21M 0.02% +510 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,860 shares; 2025Q1: 12,540 shares; 2025Q2: 15,247 shares; 2025Q3: 17,157 shares; 2025Q4: 19,165 shares 19,165 $1.2M 0.02% +2,008 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 10,754 shares; 2025Q1: 13,260 shares; 2025Q2: 16,392 shares; 2025Q3: 16,618 shares; 2025Q4: 17,051 shares 17,051 $1.19M 0.02% +433 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 51,852 shares; 2025Q1: 84,761 shares; 2025Q2: 123,988 shares; 2025Q3: 171,883 shares; 2025Q4: 238,564 shares 238,564 $1.19M 0.02% +66,681 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,283 shares 14,283 $1.18M 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 11,226 shares; 2025Q1: 11,558 shares; 2025Q2: 23,724 shares; 2025Q3: 32,343 shares; 2025Q4: 41,682 shares 41,682 $1.18M 0.02% +9,339 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,721 shares; 2024Q4: 8,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,732 shares 10,732 $1.18M 0.02% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,763 shares; 2024Q4: 11,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,160 shares; 2025Q4: 117,288 shares 117,288 $1.17M 0.02% -49,872 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 13,913 shares; 2025Q1: 14,228 shares; 2025Q2: 21,703 shares; 2025Q3: 23,388 shares; 2025Q4: 25,885 shares 25,885 $1.16M 0.02% +2,497 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,604 shares; 2024Q4: 20,984 shares; 2025Q1: 21,896 shares; 2025Q2: 21,557 shares; 2025Q3: 22,175 shares; 2025Q4: 25,322 shares 25,322 $1.15M 0.02% +3,147 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: 19,407 shares; 2024Q4: 19,317 shares; 2025Q1: 19,684 shares; 2025Q2: 21,536 shares; 2025Q3: 21,972 shares; 2025Q4: 24,101 shares 24,101 $1.15M 0.02% +2,129 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 10,052 shares; 2025Q1: 11,378 shares; 2025Q2: 10,200 shares; 2025Q3: 15,059 shares; 2025Q4: 14,588 shares 14,588 $1.15M 0.02% -471 Timeline ECVT ECOVYST INC More: the full row for ECOVYST 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: not reported; 2025Q4: 117,400 shares 117,400 $1.14M 0.02% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 11,110 shares; 2025Q1: 14,870 shares; 2025Q2: 11,564 shares; 2025Q3: 11,070 shares; 2025Q4: 12,653 shares 12,653 $1.14M 0.02% +1,583 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: 58,147 shares; 2024Q4: 48,043 shares; 2025Q1: 64,275 shares; 2025Q2: 74,555 shares; 2025Q3: 72,571 shares; 2025Q4: 86,404 shares 86,404 $1.13M 0.02% +13,833 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 11,367 shares; 2025Q1: 10,443 shares; 2025Q2: 10,958 shares; 2025Q3: 11,167 shares; 2025Q4: 12,787 shares 12,787 $1.13M 0.02% +1,620 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,724 shares; 2025Q4: 20,136 shares 20,136 $1.13M 0.02% -1,588 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 6,447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,120 shares 12,120 $1.12M 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,200 shares; 2024Q4: 35,581 shares; 2025Q1: 35,115 shares; 2025Q2: 34,205 shares; 2025Q3: 34,437 shares; 2025Q4: 41,122 shares 41,122 $1.11M 0.02% +6,685 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 11,076 shares; 2025Q1: 10,017 shares; 2025Q2: 11,462 shares; 2025Q3: 12,725 shares; 2025Q4: 15,891 shares 15,891 $1.1M 0.02% +3,166 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,678 shares; 2024Q4: 16,942 shares; 2025Q1: 22,284 shares; 2025Q2: 18,129 shares; 2025Q3: 13,878 shares; 2025Q4: 13,875 shares 13,875 $1.1M 0.02% -3 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,972 shares; 2024Q4: 6,004 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,557 shares; 2025Q4: 13,163 shares 13,163 $1.09M 0.02% +2,606 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,266 shares; 2024Q4: 17,064 shares; 2025Q1: 20,051 shares; 2025Q2: 23,292 shares; 2025Q3: 26,503 shares; 2025Q4: 28,705 shares 28,705 $1.09M 0.02% +2,202 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,932 shares; 2024Q4: 17,354 shares; 2025Q1: 22,022 shares; 2025Q2: 21,474 shares; 2025Q3: 20,893 shares; 2025Q4: 21,734 shares 21,734 $1.09M 0.02% +841 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,510 shares; 2025Q3: 24,612 shares; 2025Q4: 25,867 shares 25,867 $1.09M 0.02% +1,255 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,049 shares 38,049 $1.09M 0.02% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,129 shares; 2024Q4: 12,917 shares; 2025Q1: 13,155 shares; 2025Q2: 12,949 shares; 2025Q3: 12,899 shares; 2025Q4: 13,241 shares 13,241 $1.09M 0.02% +342 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,445 shares 21,445 $1.08M 0.02% new 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: 2,171 shares; 2024Q4: 9,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,496 shares 10,496 $1.08M 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,023 shares; 2024Q4: 26,485 shares; 2025Q1: 27,589 shares; 2025Q2: 27,695 shares; 2025Q3: 29,169 shares; 2025Q4: 30,616 shares 30,616 $1.06M 0.02% +1,447 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 28,470 shares; 2025Q1: 30,668 shares; 2025Q2: 33,369 shares; 2025Q3: 32,345 shares; 2025Q4: 38,245 shares 38,245 $1.05M 0.02% +5,900 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 11,424 shares; 2025Q1: 11,853 shares; 2025Q2: 13,271 shares; 2025Q3: 15,777 shares; 2025Q4: 17,935 shares 17,935 $1.05M 0.02% +2,158 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 6,150 shares; 2025Q1: 11,935 shares; 2025Q2: 14,499 shares; 2025Q3: 15,590 shares; 2025Q4: 16,404 shares 16,404 $1.05M 0.02% +814 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,452 shares; 2024Q4: 30,638 shares; 2025Q1: 31,531 shares; 2025Q2: 30,880 shares; 2025Q3: 35,959 shares; 2025Q4: 43,522 shares 43,522 $1.04M 0.02% +7,563 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: 20,736 shares; 2024Q4: 22,111 shares; 2025Q1: 22,167 shares; 2025Q2: 23,109 shares; 2025Q3: 22,573 shares; 2025Q4: 32,315 shares 32,315 $1.04M 0.02% +9,742 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,831 shares; 2024Q4: 54,974 shares; 2025Q1: 55,587 shares; 2025Q2: 55,701 shares; 2025Q3: 59,514 shares; 2025Q4: 59,382 shares 59,382 $1.03M 0.02% -132 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,928 shares; 2024Q4: 11,227 shares; 2025Q1: 11,346 shares; 2025Q2: 11,684 shares; 2025Q3: 12,041 shares; 2025Q4: 12,558 shares 12,558 $1.03M 0.02% +517 Timeline SCHH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,858 shares; 2025Q3: 47,166 shares; 2025Q4: 49,054 shares 49,054 $1.02M 0.02% +1,888 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,871 shares; 2024Q4: 21,690 shares; 2025Q1: 22,376 shares; 2025Q2: 21,885 shares; 2025Q3: 20,928 shares; 2025Q4: 21,891 shares 21,891 $1.02M 0.02% +963 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: 8,659 shares; 2024Q4: 8,659 shares; 2025Q1: not reported; 2025Q2: 10,296 shares; 2025Q3: 10,748 shares; 2025Q4: 12,800 shares 12,800 $1.02M 0.02% +2,052 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: 3,656 shares; 2024Q4: 19,046 shares; 2025Q1: 19,707 shares; 2025Q2: 18,802 shares; 2025Q3: 18,697 shares; 2025Q4: 19,921 shares 19,921 $996K 0.02% +1,224 Timeline CAM 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: not reported; 2025Q3: not reported; 2025Q4: 39,665 shares 39,665 $995K 0.02% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 7,219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,561 shares 12,561 $988K 0.02% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 38,474 shares; 2025Q3: 30,290 shares; 2025Q4: 30,335 shares 30,335 $985K 0.02% +45 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 9,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,081 shares 11,081 $968K 0.02% new 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: 11,901 shares; 2024Q4: 12,393 shares; 2025Q1: 12,598 shares; 2025Q2: 16,112 shares; 2025Q3: 11,704 shares; 2025Q4: 13,155 shares 13,155 $967K 0.02% +1,451 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,248 shares; 2024Q4: 12,997 shares; 2025Q1: 11,150 shares; 2025Q2: 10,340 shares; 2025Q3: 11,196 shares; 2025Q4: 11,203 shares 11,203 $964K 0.02% +7 Timeline PJBF 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: not reported; 2025Q4: 15,133 shares 15,133 $954K 0.02% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,230 shares; 2025Q1: 13,351 shares; 2025Q2: 15,061 shares; 2025Q3: 16,691 shares; 2025Q4: 17,682 shares 17,682 $948K 0.02% +991 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,111 shares; 2024Q4: 26,362 shares; 2025Q1: 28,485 shares; 2025Q2: 27,808 shares; 2025Q3: 31,223 shares; 2025Q4: 33,922 shares 33,922 $948K 0.02% +2,699 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 12,024 shares; 2025Q1: 12,849 shares; 2025Q2: 13,468 shares; 2025Q3: 14,118 shares; 2025Q4: 15,171 shares 15,171 $948K 0.02% +1,053 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,987 shares; 2024Q4: 18,092 shares; 2025Q1: 10,776 shares; 2025Q2: 11,077 shares; 2025Q3: 10,694 shares; 2025Q4: 11,403 shares 11,403 $946K 0.02% +709 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 8,077 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,238 shares 11,238 $938K 0.02% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,648 shares; 2025Q1: 23,579 shares; 2025Q2: 25,951 shares; 2025Q3: 22,909 shares; 2025Q4: 24,145 shares 24,145 $935K 0.02% +1,236 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,585 shares 25,585 $928K 0.02% new Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,305 shares; 2024Q4: 8,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,419 shares; 2025Q4: 13,543 shares 13,543 $926K 0.02% +3,124 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,686 shares; 2024Q4: 133,937 shares; 2025Q1: 67,053 shares; 2025Q2: 62,526 shares; 2025Q3: 20,360 shares; 2025Q4: 12,106 shares 12,106 $919K 0.02% -8,254 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,396 shares; 2024Q4: 17,373 shares; 2025Q1: 19,011 shares; 2025Q2: 18,209 shares; 2025Q3: 20,000 shares; 2025Q4: 20,391 shares 20,391 $915K 0.02% +391 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: not reported; 2025Q4: 18,671 shares 18,671 $907K 0.02% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,057 shares; 2024Q4: 28,702 shares; 2025Q1: 32,453 shares; 2025Q2: 37,320 shares; 2025Q3: 42,944 shares; 2025Q4: 51,797 shares 51,797 $906K 0.02% +8,853 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,703 shares 11,703 $906K 0.02% new Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 22,866 shares; 2025Q1: 22,866 shares; 2025Q2: 22,866 shares; 2025Q3: 22,866 shares; 2025Q4: 21,643 shares 21,643 $901K 0.02% -1,223 Timeline