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: 27,288,583 shares; 2025Q1: 26,111,101 shares; 2025Q2: 26,245,239 shares; 2025Q3: 21,792,941 shares; 2025Q4: 20,694,095 shares 20,694,095 $2.71B 11.53% -1,098,846 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: 3,370,961 shares; 2024Q4: 3,338,943 shares; 2025Q1: 3,458,688 shares; 2025Q2: 3,349,012 shares; 2025Q3: 3,414,835 shares; 2025Q4: 3,613,140 shares 3,613,140 $2.47B 10.5% +198,305 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690,664 shares; 2024Q4: 2,062,905 shares; 2025Q1: 2,121,068 shares; 2025Q2: 1,991,033 shares; 2025Q3: 2,230,271 shares; 2025Q4: 2,301,905 shares 2,301,905 $1.58B 6.7% +71,634 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: 3,571,523 shares; 2024Q4: 3,729,867 shares; 2025Q1: 3,987,375 shares; 2025Q2: 3,889,335 shares; 2025Q3: 4,027,391 shares; 2025Q4: 4,284,454 shares 4,284,454 $821M 3.49% +257,063 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: 3,598,181 shares; 2024Q4: 2,641,101 shares; 2025Q1: 2,526,926 shares; 2025Q2: 1,841,239 shares; 2025Q3: 1,877,718 shares; 2025Q4: 1,845,772 shares 1,845,772 $502M 2.13% -31,946 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: not reported; 2025Q1: 1,748,404 shares; 2025Q2: 1,749,323 shares; 2025Q3: 1,749,327 shares; 2025Q4: 1,749,331 shares 1,749,331 $501M 2.13% +4 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: 4,748,795 shares; 2024Q4: 4,552,837 shares; 2025Q1: 4,795,957 shares; 2025Q2: 4,711,784 shares; 2025Q3: 5,125,298 shares; 2025Q4: 5,420,447 shares 5,420,447 $485M 2.06% +295,149 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: 865,098 shares; 2024Q4: 688,059 shares; 2025Q1: 666,553 shares; 2025Q2: 583,812 shares; 2025Q3: 605,823 shares; 2025Q4: 601,964 shares 601,964 $397M 1.69% -3,859 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504,206 shares; 2024Q4: 1,308,797 shares; 2025Q1: 1,247,339 shares; 2025Q2: 1,244,966 shares; 2025Q3: 1,696,702 shares; 2025Q4: 1,696,582 shares 1,696,582 $390M 1.66% -120 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: 5,983,572 shares; 2024Q4: 3,655,169 shares; 2025Q1: 3,714,158 shares; 2025Q2: 3,006,063 shares; 2025Q3: 3,107,666 shares; 2025Q4: 3,219,604 shares 3,219,604 $387M 1.64% +111,938 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: 1,971,792 shares; 2024Q4: 1,521,587 shares; 2025Q1: 1,474,096 shares; 2025Q2: 1,244,823 shares; 2025Q3: 1,223,976 shares; 2025Q4: 1,175,710 shares 1,175,710 $368M 1.56% -48,266 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: 4,632,761 shares; 2024Q4: 4,546,333 shares; 2025Q1: 3,995,155 shares; 2025Q2: 3,974,449 shares; 2025Q3: 4,105,579 shares; 2025Q4: 4,542,145 shares 4,542,145 $334M 1.42% +436,566 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: 409,356 shares; 2024Q4: 425,003 shares; 2025Q1: 457,492 shares; 2025Q2: 430,140 shares; 2025Q3: 472,570 shares; 2025Q4: 514,647 shares 514,647 $323M 1.37% +42,077 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,209,862 shares; 2024Q4: 1,137,363 shares; 2025Q1: 940,037 shares; 2025Q2: 829,592 shares; 2025Q3: 832,685 shares; 2025Q4: 822,857 shares 822,857 $282M 1.2% -9,828 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: 878,262 shares; 2024Q4: 859,370 shares; 2025Q1: 849,423 shares; 2025Q2: 788,258 shares; 2025Q3: 807,319 shares; 2025Q4: 819,717 shares 819,717 $275M 1.17% +12,398 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,229 shares; 2024Q4: 655,665 shares; 2025Q1: 608,192 shares; 2025Q2: 521,666 shares; 2025Q3: 545,201 shares; 2025Q4: 548,160 shares 548,160 $265M 1.13% +2,959 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: 562,100 shares; 2024Q4: 522,881 shares; 2025Q1: 517,849 shares; 2025Q2: 463,128 shares; 2025Q3: 479,445 shares; 2025Q4: 482,211 shares 482,211 $228M 0.97% +2,766 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: 1,910,072 shares; 2024Q4: 1,760,976 shares; 2025Q1: 1,544,096 shares; 2025Q2: 1,441,723 shares; 2025Q3: 1,373,987 shares; 2025Q4: 1,254,169 shares 1,254,169 $223M 0.95% -119,818 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: 1,294,084 shares; 2024Q4: 871,183 shares; 2025Q1: 790,101 shares; 2025Q2: 691,654 shares; 2025Q3: 711,724 shares; 2025Q4: 708,440 shares 708,440 $222M 0.94% -3,284 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650,794 shares; 2024Q4: 1,203,591 shares; 2025Q1: 1,150,220 shares; 2025Q2: 921,685 shares; 2025Q3: 1,036,873 shares; 2025Q4: 1,101,961 shares 1,101,961 $206M 0.87% +65,088 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201,878 shares; 2024Q4: 1,140,973 shares; 2025Q1: 1,101,922 shares; 2025Q2: 1,101,280 shares; 2025Q3: 1,077,026 shares; 2025Q4: 1,070,700 shares 1,070,700 $173M 0.73% -6,326 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: 623,256 shares; 2024Q4: 631,483 shares; 2025Q1: 673,352 shares; 2025Q2: 639,749 shares; 2025Q3: 693,310 shares; 2025Q4: 779,047 shares 779,047 $171M 0.73% +85,737 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618,266 shares; 2024Q4: 1,644,715 shares; 2025Q1: 1,724,055 shares; 2025Q2: 1,502,067 shares; 2025Q3: 1,576,650 shares; 2025Q4: 1,627,336 shares 1,627,336 $169M 0.72% +50,686 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: 611,217 shares; 2024Q4: 569,507 shares; 2025Q1: 566,132 shares; 2025Q2: 520,573 shares; 2025Q3: 542,566 shares; 2025Q4: 518,465 shares 518,465 $163M 0.69% -24,101 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: 375,094 shares; 2024Q4: 370,770 shares; 2025Q1: 369,569 shares; 2025Q2: 331,969 shares; 2025Q3: 334,677 shares; 2025Q4: 529,150 shares 529,150 $154M 0.65% +194,473 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: 2,986,396 shares; 2024Q4: 6,473,760 shares; 2025Q1: 5,662,429 shares; 2025Q2: 5,537,524 shares; 2025Q3: 6,111,770 shares; 2025Q4: 6,184,938 shares 6,184,938 $149M 0.63% +73,168 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552,384 shares; 2024Q4: 773,261 shares; 2025Q1: 722,971 shares; 2025Q2: 570,402 shares; 2025Q3: 619,506 shares; 2025Q4: 623,572 shares 623,572 $144M 0.61% +4,066 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: 1,241,101 shares; 2024Q4: 1,297,600 shares; 2025Q1: 1,525,994 shares; 2025Q2: 1,449,880 shares; 2025Q3: 1,692,988 shares; 2025Q4: 1,725,125 shares 1,725,125 $140M 0.6% +32,137 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: 3,071,849 shares; 2024Q4: 3,684,626 shares; 2025Q1: 4,451,756 shares; 2025Q2: 2,051,213 shares; 2025Q3: 2,082,739 shares; 2025Q4: 2,110,354 shares 2,110,354 $139M 0.59% +27,615 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: 239,626 shares; 2024Q4: 244,926 shares; 2025Q1: 271,955 shares; 2025Q2: 241,544 shares; 2025Q3: 325,197 shares; 2025Q4: 314,372 shares 314,372 $125M 0.53% -10,825 Timeline EAGL 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: 3,722,566 shares; 2025Q3: 3,777,876 shares; 2025Q4: 3,798,042 shares 3,798,042 $123M 0.52% +20,166 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: 464,716 shares; 2024Q4: 752,160 shares; 2025Q1: 724,185 shares; 2025Q2: 759,847 shares; 2025Q3: 767,950 shares; 2025Q4: 823,182 shares 823,182 $116M 0.49% +55,232 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: 586,341 shares; 2024Q4: 409,030 shares; 2025Q1: 381,669 shares; 2025Q2: 348,874 shares; 2025Q3: 352,739 shares; 2025Q4: 354,317 shares 354,317 $114M 0.49% +1,578 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: 1,614,152 shares; 2024Q4: 1,584,971 shares; 2025Q1: 1,636,761 shares; 2025Q2: 1,619,232 shares; 2025Q3: 1,745,349 shares; 2025Q4: 1,797,699 shares 1,797,699 $112M 0.48% +52,350 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: 490,066 shares; 2024Q4: 395,139 shares; 2025Q1: 404,690 shares; 2025Q2: 412,539 shares; 2025Q3: 415,021 shares; 2025Q4: 434,935 shares 434,935 $107M 0.46% +19,914 Timeline SCHY 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: 1,980,722 shares; 2024Q4: 1,882,097 shares; 2025Q1: 3,173,277 shares; 2025Q2: 3,142,349 shares; 2025Q3: 3,255,031 shares; 2025Q4: 3,563,464 shares 3,563,464 $106M 0.45% +308,433 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: 783,272 shares; 2024Q4: 643,796 shares; 2025Q1: 608,755 shares; 2025Q2: 554,158 shares; 2025Q3: 558,853 shares; 2025Q4: 535,050 shares 535,050 $104M 0.44% -23,803 Timeline EMLP 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: 2,048,509 shares; 2024Q4: 2,152,195 shares; 2025Q1: 2,256,786 shares; 2025Q2: 2,257,387 shares; 2025Q3: 2,431,665 shares; 2025Q4: 2,711,738 shares 2,711,738 $103M 0.44% +280,073 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: 208,700 shares; 2024Q4: 165,843 shares; 2025Q1: 170,433 shares; 2025Q2: 145,351 shares; 2025Q3: 157,926 shares; 2025Q4: 166,974 shares 166,974 $103M 0.44% +9,048 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: 953,887 shares; 2024Q4: 897,971 shares; 2025Q1: 1,359,561 shares; 2025Q2: 1,591,003 shares; 2025Q3: 1,081,871 shares; 2025Q4: 938,528 shares 938,528 $94.2M 0.4% -143,343 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: 176,680 shares; 2024Q4: 185,290 shares; 2025Q1: 197,538 shares; 2025Q2: 180,341 shares; 2025Q3: 187,047 shares; 2025Q4: 188,912 shares 188,912 $92.2M 0.39% +1,865 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: 328,996 shares; 2024Q4: 219,860 shares; 2025Q1: 213,084 shares; 2025Q2: 180,065 shares; 2025Q3: 186,317 shares; 2025Q4: 181,999 shares 181,999 $91.5M 0.39% -4,318 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: 423,638 shares; 2024Q4: 216,293 shares; 2025Q1: 220,613 shares; 2025Q2: 190,714 shares; 2025Q3: 180,524 shares; 2025Q4: 193,338 shares 193,338 $86.9M 0.37% +12,814 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,560 shares; 2024Q4: 4,439,547 shares; 2025Q1: 8,248,547 shares; 2025Q2: 8,010,774 shares; 2025Q3: 6,552,590 shares; 2025Q4: 6,589,645 shares 6,589,645 $84.3M 0.36% +37,055 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: 1,229,926 shares; 2024Q4: 1,424,630 shares; 2025Q1: 1,319,433 shares; 2025Q2: 1,340,393 shares; 2025Q3: 1,382,590 shares; 2025Q4: 1,458,016 shares 1,458,016 $78.4M 0.33% +75,426 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,659 shares; 2024Q4: 1,314,130 shares; 2025Q1: 1,314,515 shares; 2025Q2: 1,374,087 shares; 2025Q3: 1,522,979 shares; 2025Q4: 1,708,085 shares 1,708,085 $77.6M 0.33% +185,106 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121,208 shares; 2024Q4: 837,450 shares; 2025Q1: 754,894 shares; 2025Q2: 647,828 shares; 2025Q3: 651,166 shares; 2025Q4: 689,608 shares 689,608 $77M 0.33% +38,442 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: 1,819,108 shares; 2024Q4: 3,881,088 shares; 2025Q1: 3,118,745 shares; 2025Q2: 2,806,990 shares; 2025Q3: 2,835,035 shares; 2025Q4: 2,828,898 shares 2,828,898 $76.1M 0.32% -6,137 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: 558,399 shares; 2024Q4: 404,260 shares; 2025Q1: 390,640 shares; 2025Q2: 354,298 shares; 2025Q3: 358,377 shares; 2025Q4: 362,347 shares 362,347 $75M 0.32% +3,970 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,819 shares; 2024Q4: 517,115 shares; 2025Q1: 518,635 shares; 2025Q2: 379,199 shares; 2025Q3: 377,340 shares; 2025Q4: 375,852 shares 375,852 $74.7M 0.32% -1,488 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054,758 shares; 2024Q4: 945,849 shares; 2025Q1: 827,833 shares; 2025Q2: 815,664 shares; 2025Q3: 994,570 shares; 2025Q4: 1,079,717 shares 1,079,717 $72.6M 0.31% +85,147 Timeline AVUS 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: 679,446 shares; 2024Q4: 610,222 shares; 2025Q1: 747,979 shares; 2025Q2: 589,603 shares; 2025Q3: 615,154 shares; 2025Q4: 647,098 shares 647,098 $72.3M 0.31% +31,944 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: 1,927,782 shares; 2024Q4: 5,513,275 shares; 2025Q1: 7,582,282 shares; 2025Q2: 2,405,858 shares; 2025Q3: 2,470,967 shares; 2025Q4: 2,622,610 shares 2,622,610 $71.9M 0.31% +151,643 Timeline AVUQ 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: 188,960 shares; 2025Q2: 1,164,803 shares; 2025Q3: 1,165,651 shares; 2025Q4: 1,165,651 shares 1,165,651 $70.1M 0.3% 0 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: 1,658,382 shares; 2024Q4: 1,271,592 shares; 2025Q1: 1,252,315 shares; 2025Q2: 1,196,669 shares; 2025Q3: 1,296,428 shares; 2025Q4: 1,265,462 shares 1,265,462 $69.6M 0.3% -30,966 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: 406,047 shares; 2024Q4: 217,782 shares; 2025Q1: 207,788 shares; 2025Q2: 181,301 shares; 2025Q3: 186,915 shares; 2025Q4: 194,476 shares 194,476 $68.2M 0.29% +7,561 Timeline AVEM 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: 332,676 shares; 2024Q4: 343,733 shares; 2025Q1: 767,723 shares; 2025Q2: 799,370 shares; 2025Q3: 848,286 shares; 2025Q4: 876,285 shares 876,285 $67.5M 0.29% +27,999 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: 545,592 shares; 2024Q4: 478,104 shares; 2025Q1: 429,475 shares; 2025Q2: 400,070 shares; 2025Q3: 416,124 shares; 2025Q4: 450,689 shares 450,689 $67M 0.28% +34,565 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: 746,961 shares; 2024Q4: 701,469 shares; 2025Q1: 703,050 shares; 2025Q2: 613,813 shares; 2025Q3: 640,994 shares; 2025Q4: 688,274 shares 688,274 $66.1M 0.28% +47,280 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,919 shares; 2024Q4: 136,368 shares; 2025Q1: 576,446 shares; 2025Q2: 587,924 shares; 2025Q3: 620,532 shares; 2025Q4: 639,937 shares 639,937 $65.3M 0.28% +19,405 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,114 shares; 2024Q4: 294,504 shares; 2025Q1: 308,620 shares; 2025Q2: 280,451 shares; 2025Q3: 297,423 shares; 2025Q4: 308,069 shares 308,069 $65.2M 0.28% +10,646 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: 133,134 shares; 2024Q4: 78,990 shares; 2025Q1: 67,683 shares; 2025Q2: 61,485 shares; 2025Q3: 60,226 shares; 2025Q4: 60,637 shares 60,637 $65.2M 0.28% +411 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599,364 shares; 2025Q3: 149,298 shares; 2025Q4: 4,317,632 shares 4,317,632 $64.5M 0.27% +4,168,334 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: 323,714 shares; 2024Q4: 300,081 shares; 2025Q1: 290,291 shares; 2025Q2: 276,482 shares; 2025Q3: 289,965 shares; 2025Q4: 297,973 shares 297,973 $62.7M 0.27% +8,008 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: 452,171 shares; 2024Q4: 213,805 shares; 2025Q1: 200,023 shares; 2025Q2: 169,502 shares; 2025Q3: 172,686 shares; 2025Q4: 174,115 shares 174,115 $57.5M 0.24% +1,429 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,670 shares; 2024Q4: 223,911 shares; 2025Q1: 283,371 shares; 2025Q2: 225,703 shares; 2025Q3: 226,044 shares; 2025Q4: 225,481 shares 225,481 $57M 0.24% -563 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,665 shares; 2024Q4: 441,091 shares; 2025Q1: 499,845 shares; 2025Q2: 510,966 shares; 2025Q3: 527,264 shares; 2025Q4: 612,460 shares 612,460 $56M 0.24% +85,196 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: 177,538 shares; 2024Q4: 115,877 shares; 2025Q1: 108,894 shares; 2025Q2: 103,803 shares; 2025Q3: 95,518 shares; 2025Q4: 95,044 shares 95,044 $54.4M 0.23% -474 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,608 shares; 2024Q4: 434,421 shares; 2025Q1: 503,803 shares; 2025Q2: 562,620 shares; 2025Q3: 612,761 shares; 2025Q4: 655,629 shares 655,629 $54M 0.23% +42,868 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: 140,202 shares; 2024Q4: 98,563 shares; 2025Q1: 96,807 shares; 2025Q2: 85,420 shares; 2025Q3: 87,735 shares; 2025Q4: 94,344 shares 94,344 $53.9M 0.23% +6,609 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 4,774 shares; 2025Q1: 9,130 shares; 2025Q2: 6,863 shares; 2025Q3: 7,144 shares; 2025Q4: 433,652 shares 433,652 $52.8M 0.22% +426,508 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454,934 shares; 2025Q2: 457,396 shares; 2025Q3: 557,152 shares; 2025Q4: 618,294 shares 618,294 $52.8M 0.22% +61,142 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: 521,912 shares; 2024Q4: 286,851 shares; 2025Q1: 267,995 shares; 2025Q2: 137,314 shares; 2025Q3: 139,682 shares; 2025Q4: 149,679 shares 149,679 $51.8M 0.22% +9,997 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: 287,996 shares; 2024Q4: 264,561 shares; 2025Q1: 285,322 shares; 2025Q2: 241,252 shares; 2025Q3: 251,657 shares; 2025Q4: 255,584 shares 255,584 $48.8M 0.21% +3,927 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,590 shares; 2024Q4: 635,524 shares; 2025Q1: 693,636 shares; 2025Q2: 544,608 shares; 2025Q3: 604,108 shares; 2025Q4: 644,989 shares 644,989 $48.3M 0.21% +40,881 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: 107,675 shares; 2024Q4: 203,407 shares; 2025Q1: 328,905 shares; 2025Q2: 439,801 shares; 2025Q3: 791,948 shares; 2025Q4: 966,305 shares 966,305 $48M 0.2% +174,357 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: 169,153 shares; 2024Q4: 120,393 shares; 2025Q1: 148,680 shares; 2025Q2: 139,704 shares; 2025Q3: 153,152 shares; 2025Q4: 171,517 shares 171,517 $46.5M 0.2% +18,365 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,846 shares; 2024Q4: 105,201 shares; 2025Q1: 118,703 shares; 2025Q2: 118,230 shares; 2025Q3: 118,337 shares; 2025Q4: 117,601 shares 117,601 $45.5M 0.19% -736 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,727 shares; 2024Q4: 59,505 shares; 2025Q1: 59,418 shares; 2025Q2: 58,506 shares; 2025Q3: 58,837 shares; 2025Q4: 59,023 shares 59,023 $45.2M 0.19% +186 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,823 shares; 2024Q4: 195,195 shares; 2025Q1: 185,380 shares; 2025Q2: 135,873 shares; 2025Q3: 139,292 shares; 2025Q4: 139,330 shares 139,330 $45M 0.19% +38 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: 1,012,074 shares; 2024Q4: 779,166 shares; 2025Q1: 707,104 shares; 2025Q2: 662,663 shares; 2025Q3: 591,821 shares; 2025Q4: 550,015 shares 550,015 $44.9M 0.19% -41,806 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: 896,312 shares; 2024Q4: 668,032 shares; 2025Q1: 644,576 shares; 2025Q2: 582,566 shares; 2025Q3: 583,814 shares; 2025Q4: 579,273 shares 579,273 $44.6M 0.19% -4,541 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: 534,482 shares; 2024Q4: 384,799 shares; 2025Q1: 377,974 shares; 2025Q2: 374,103 shares; 2025Q3: 383,024 shares; 2025Q4: 435,180 shares 435,180 $43.5M 0.18% +52,156 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,840 shares; 2024Q4: 676,199 shares; 2025Q1: 935,242 shares; 2025Q2: 1,242,749 shares; 2025Q3: 1,575,125 shares; 2025Q4: 1,888,331 shares 1,888,331 $43.5M 0.18% +313,206 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: 452,314 shares; 2024Q4: 291,368 shares; 2025Q1: 263,285 shares; 2025Q2: 306,059 shares; 2025Q3: 317,441 shares; 2025Q4: 296,369 shares 296,369 $42.9M 0.18% -21,072 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: 593,424 shares; 2024Q4: 403,409 shares; 2025Q1: 366,533 shares; 2025Q2: 351,857 shares; 2025Q3: 360,277 shares; 2025Q4: 352,021 shares 352,021 $42.4M 0.18% -8,256 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: 342,879 shares; 2024Q4: 270,606 shares; 2025Q1: 209,048 shares; 2025Q2: 181,568 shares; 2025Q3: 172,121 shares; 2025Q4: 183,425 shares 183,425 $41.9M 0.18% +11,304 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,509 shares; 2024Q4: 189,956 shares; 2025Q1: 604,142 shares; 2025Q2: 624,292 shares; 2025Q3: 640,785 shares; 2025Q4: 693,623 shares 693,623 $40.8M 0.17% +52,838 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: 443,657 shares; 2024Q4: 370,045 shares; 2025Q1: 529,291 shares; 2025Q2: 518,513 shares; 2025Q3: 557,940 shares; 2025Q4: 489,111 shares 489,111 $37.3M 0.16% -68,829 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: 188,238 shares; 2024Q4: 147,484 shares; 2025Q1: 136,881 shares; 2025Q2: 120,689 shares; 2025Q3: 123,461 shares; 2025Q4: 125,206 shares 125,206 $37.1M 0.16% +1,745 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: 47,266 shares; 2024Q4: 4,270 shares; 2025Q1: 389,116 shares; 2025Q2: 383,222 shares; 2025Q3: 385,491 shares; 2025Q4: 389,329 shares 389,329 $36.6M 0.16% +3,838 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: 101,623 shares; 2024Q4: 171,291 shares; 2025Q1: 222,762 shares; 2025Q2: 199,387 shares; 2025Q3: 201,948 shares; 2025Q4: 205,268 shares 205,268 $35.6M 0.15% +3,320 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,161 shares; 2024Q4: 344,351 shares; 2025Q1: 266,016 shares; 2025Q2: 235,074 shares; 2025Q3: 236,206 shares; 2025Q4: 336,372 shares 336,372 $33.6M 0.14% +100,166 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: 193,531 shares; 2024Q4: 140,569 shares; 2025Q1: 122,760 shares; 2025Q2: 104,394 shares; 2025Q3: 107,330 shares; 2025Q4: 108,654 shares 108,654 $33.2M 0.14% +1,324 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: 232,767 shares; 2024Q4: 127,550 shares; 2025Q1: 182,852 shares; 2025Q2: 183,231 shares; 2025Q3: 187,159 shares; 2025Q4: 192,136 shares 192,136 $32.9M 0.14% +4,977 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: 299,496 shares; 2024Q4: 204,184 shares; 2025Q1: 183,998 shares; 2025Q2: 176,222 shares; 2025Q3: 178,725 shares; 2025Q4: 178,717 shares 178,717 $32.8M 0.14% -8 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135,675 shares; 2024Q4: 956,354 shares; 2025Q1: 937,585 shares; 2025Q2: 773,220 shares; 2025Q3: 773,761 shares; 2025Q4: 776,270 shares 776,270 $31.9M 0.14% +2,509 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: 545,066 shares; 2024Q4: 514,284 shares; 2025Q1: 456,883 shares; 2025Q2: 376,287 shares; 2025Q3: 387,311 shares; 2025Q4: 404,685 shares 404,685 $30.5M 0.13% +17,374 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: 43,878 shares; 2024Q4: 23,296 shares; 2025Q1: 36,510 shares; 2025Q2: 33,019 shares; 2025Q3: 34,188 shares; 2025Q4: 34,333 shares 34,333 $30.2M 0.13% +145 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: 444,958 shares; 2024Q4: 352,714 shares; 2025Q1: 349,498 shares; 2025Q2: 318,476 shares; 2025Q3: 265,361 shares; 2025Q4: 218,326 shares 218,326 $29.6M 0.13% -47,035 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: 75,816 shares; 2024Q4: 42,860 shares; 2025Q1: 38,771 shares; 2025Q2: 31,491 shares; 2025Q3: 32,607 shares; 2025Q4: 33,563 shares 33,563 $28.9M 0.12% +956 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: 433,435 shares; 2024Q4: 465,030 shares; 2025Q1: 430,970 shares; 2025Q2: 365,971 shares; 2025Q3: 369,634 shares; 2025Q4: 373,866 shares 373,866 $28.8M 0.12% +4,232 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,896 shares; 2024Q4: 129,067 shares; 2025Q1: 128,408 shares; 2025Q2: 126,910 shares; 2025Q3: 126,244 shares; 2025Q4: 127,129 shares 127,129 $28.6M 0.12% +885 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: 416,570 shares; 2024Q4: 287,300 shares; 2025Q1: 292,627 shares; 2025Q2: 289,534 shares; 2025Q3: 352,607 shares; 2025Q4: 351,235 shares 351,235 $28.2M 0.12% -1,372 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: 773,813 shares; 2024Q4: 320,245 shares; 2025Q1: 302,481 shares; 2025Q2: 284,571 shares; 2025Q3: 290,959 shares; 2025Q4: 296,680 shares 296,680 $27.7M 0.12% +5,721 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,110 shares; 2024Q4: 256,608 shares; 2025Q1: 259,123 shares; 2025Q2: 258,857 shares; 2025Q3: 264,514 shares; 2025Q4: 315,964 shares 315,964 $27.6M 0.12% +51,450 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: 360,714 shares; 2024Q4: 250,517 shares; 2025Q1: 203,263 shares; 2025Q2: 168,042 shares; 2025Q3: 174,822 shares; 2025Q4: 179,410 shares 179,410 $27.3M 0.12% +4,588 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: 109,131 shares; 2024Q4: 107,316 shares; 2025Q1: 106,799 shares; 2025Q2: 100,480 shares; 2025Q3: 104,350 shares; 2025Q4: 129,953 shares 129,953 $26.7M 0.11% +25,603 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: 522,845 shares 522,845 $26.5M 0.11% new 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: 440,552 shares; 2024Q4: 301,166 shares; 2025Q1: 299,627 shares; 2025Q2: 236,943 shares; 2025Q3: 244,005 shares; 2025Q4: 246,148 shares 246,148 $26.1M 0.11% +2,143 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: 114,569 shares; 2024Q4: 180,334 shares; 2025Q1: 272,633 shares; 2025Q2: 222,802 shares; 2025Q3: 265,562 shares; 2025Q4: 285,475 shares 285,475 $26.1M 0.11% +19,913 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,753 shares; 2024Q4: 107,252 shares; 2025Q1: 106,612 shares; 2025Q2: 155,992 shares; 2025Q3: 157,586 shares; 2025Q4: 224,092 shares 224,092 $25.5M 0.11% +66,506 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: 289,960 shares; 2024Q4: 267,011 shares; 2025Q1: 254,811 shares; 2025Q2: 249,802 shares; 2025Q3: 258,178 shares; 2025Q4: 570,828 shares 570,828 $25.5M 0.11% +312,650 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: 355,504 shares; 2024Q4: 209,947 shares; 2025Q1: 200,991 shares; 2025Q2: 169,234 shares; 2025Q3: 174,386 shares; 2025Q4: 176,695 shares 176,695 $25.3M 0.11% +2,309 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,446 shares; 2024Q4: 88,550 shares; 2025Q1: 90,397 shares; 2025Q2: 79,473 shares; 2025Q3: 82,681 shares; 2025Q4: 83,410 shares 83,410 $25.2M 0.11% +729 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,115 shares; 2024Q4: 160,817 shares; 2025Q1: 166,382 shares; 2025Q2: 158,013 shares; 2025Q3: 123,418 shares; 2025Q4: 145,040 shares 145,040 $25.1M 0.11% +21,622 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: 331,073 shares; 2024Q4: 222,862 shares; 2025Q1: 216,726 shares; 2025Q2: 190,451 shares; 2025Q3: 195,609 shares; 2025Q4: 199,539 shares 199,539 $25M 0.11% +3,930 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: 146,495 shares; 2024Q4: 118,314 shares; 2025Q1: 128,354 shares; 2025Q2: 126,386 shares; 2025Q3: 129,352 shares; 2025Q4: 153,306 shares 153,306 $24.8M 0.11% +23,954 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: 364,844 shares; 2024Q4: 303,116 shares; 2025Q1: 297,063 shares; 2025Q2: 282,061 shares; 2025Q3: 283,281 shares; 2025Q4: 282,719 shares 282,719 $24.8M 0.11% -562 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,887 shares; 2024Q4: 329,417 shares; 2025Q1: 311,986 shares; 2025Q2: 307,951 shares; 2025Q3: 308,980 shares; 2025Q4: 308,555 shares 308,555 $24.6M 0.1% -425 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,391,514 shares; 2025Q1: 1,313,478 shares; 2025Q2: 1,236,539 shares; 2025Q3: 1,426,522 shares; 2025Q4: 1,748,104 shares 1,748,104 $24.6M 0.1% +321,582 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,016 shares; 2024Q4: 88,049 shares; 2025Q1: 88,892 shares; 2025Q2: 88,260 shares; 2025Q3: 89,860 shares; 2025Q4: 104,782 shares 104,782 $24.6M 0.1% +14,922 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: 58,627 shares; 2024Q4: 29,967 shares; 2025Q1: 29,227 shares; 2025Q2: 32,879 shares; 2025Q3: 38,672 shares; 2025Q4: 42,232 shares 42,232 $24.5M 0.1% +3,560 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: 178,466 shares; 2024Q4: 111,885 shares; 2025Q1: 111,278 shares; 2025Q2: 110,026 shares; 2025Q3: 110,700 shares; 2025Q4: 94,601 shares 94,601 $24.3M 0.1% -16,099 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: 226,010 shares; 2024Q4: 202,296 shares; 2025Q1: 140,434 shares; 2025Q2: 234,963 shares; 2025Q3: 236,736 shares; 2025Q4: 224,297 shares 224,297 $24M 0.1% -12,439 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: 188,687 shares; 2024Q4: 160,500 shares; 2025Q1: 159,973 shares; 2025Q2: 214,607 shares; 2025Q3: 241,426 shares; 2025Q4: 247,956 shares 247,956 $23.9M 0.1% +6,530 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,235 shares; 2024Q4: 492,359 shares; 2025Q1: 534,536 shares; 2025Q2: 533,414 shares; 2025Q3: 543,908 shares; 2025Q4: 631,300 shares 631,300 $23.8M 0.1% +87,392 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: 220,159 shares; 2024Q4: 177,536 shares; 2025Q1: 171,593 shares; 2025Q2: 161,096 shares; 2025Q3: 164,815 shares; 2025Q4: 172,334 shares 172,334 $22.9M 0.1% +7,519 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,522 shares; 2024Q4: 51,094 shares; 2025Q1: 49,848 shares; 2025Q2: 50,572 shares; 2025Q3: 50,654 shares; 2025Q4: 48,444 shares 48,444 $22.6M 0.1% -2,210 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,088 shares; 2024Q4: 36,496 shares; 2025Q1: 34,244 shares; 2025Q2: 31,490 shares; 2025Q3: 30,667 shares; 2025Q4: 29,819 shares 29,819 $22.5M 0.1% -848 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: 310,859 shares; 2024Q4: 185,527 shares; 2025Q1: 173,899 shares; 2025Q2: 143,677 shares; 2025Q3: 149,361 shares; 2025Q4: 156,652 shares 156,652 $22.2M 0.09% +7,291 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 23 shares; 2025Q1: 39 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 29 shares 29 $21.9M 0.09% +4 Timeline PRTH PRIORITY TECHNOLOGY HLDGS IN More: the full row for PRIORITY TECHNOLOGY HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,008,850 shares 4,008,850 $21.8M 0.09% new Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,530 shares; 2024Q4: 532,511 shares; 2025Q1: 589,884 shares; 2025Q2: 598,858 shares; 2025Q3: 609,423 shares; 2025Q4: 717,855 shares 717,855 $21.8M 0.09% +108,432 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: 252,660 shares; 2024Q4: 124,382 shares; 2025Q1: 148,098 shares; 2025Q2: 130,984 shares; 2025Q3: 134,274 shares; 2025Q4: 134,309 shares 134,309 $21.7M 0.09% +35 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: 262,719 shares; 2024Q4: 178,694 shares; 2025Q1: 153,833 shares; 2025Q2: 144,134 shares; 2025Q3: 148,768 shares; 2025Q4: 140,776 shares 140,776 $21.6M 0.09% -7,992 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: 166,539 shares; 2024Q4: 158,470 shares; 2025Q1: 115,768 shares; 2025Q2: 125,840 shares; 2025Q3: 128,973 shares; 2025Q4: 130,394 shares 130,394 $21M 0.09% +1,421 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: 223,222 shares; 2024Q4: 192,428 shares; 2025Q1: 180,330 shares; 2025Q2: 169,370 shares; 2025Q3: 168,190 shares; 2025Q4: 169,772 shares 169,772 $20.9M 0.09% +1,582 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: 23,588 shares; 2024Q4: 2,714 shares; 2025Q1: 14,028 shares; 2025Q2: 9,985 shares; 2025Q3: 8,483 shares; 2025Q4: 223,518 shares 223,518 $20.6M 0.09% +215,035 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: 292,626 shares; 2024Q4: 290,812 shares; 2025Q1: 306,695 shares; 2025Q2: 296,136 shares; 2025Q3: 249,814 shares; 2025Q4: 318,329 shares 318,329 $20.5M 0.09% +68,515 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,261 shares; 2024Q4: 6,053,065 shares; 2025Q1: 6,140,749 shares; 2025Q2: 1,270,468 shares; 2025Q3: 1,366,718 shares; 2025Q4: 1,366,130 shares 1,366,130 $20.4M 0.09% -588 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,927 shares; 2024Q4: 34,871 shares; 2025Q1: 39,630 shares; 2025Q2: 37,755 shares; 2025Q3: 38,790 shares; 2025Q4: 45,375 shares 45,375 $20.3M 0.09% +6,585 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310,160 shares 310,160 $20.3M 0.09% new 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: 295,762 shares; 2024Q4: 192,472 shares; 2025Q1: 131,067 shares; 2025Q2: 172,508 shares; 2025Q3: 178,650 shares; 2025Q4: 177,578 shares 177,578 $20.3M 0.09% -1,072 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,539 shares; 2024Q4: 469,877 shares; 2025Q1: 466,215 shares; 2025Q2: 416,419 shares; 2025Q3: 465,027 shares; 2025Q4: 459,796 shares 459,796 $19.9M 0.08% -5,231 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: 168,473 shares; 2024Q4: 94,522 shares; 2025Q1: 172,072 shares; 2025Q2: 65,274 shares; 2025Q3: 69,831 shares; 2025Q4: 128,868 shares 128,868 $19.9M 0.08% +59,037 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: 631,748 shares; 2024Q4: 425,769 shares; 2025Q1: 320,009 shares; 2025Q2: 283,199 shares; 2025Q3: 278,214 shares; 2025Q4: 281,603 shares 281,603 $19.7M 0.08% +3,389 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: 101,249 shares; 2024Q4: 76,739 shares; 2025Q1: 64,802 shares; 2025Q2: 57,154 shares; 2025Q3: 59,910 shares; 2025Q4: 61,483 shares 61,483 $19.2M 0.08% +1,573 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,476 shares; 2025Q4: 177,430 shares 177,430 $19.2M 0.08% +18,954 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,991 shares; 2024Q4: 94,047 shares; 2025Q1: 111,561 shares; 2025Q2: 109,667 shares; 2025Q3: 112,152 shares; 2025Q4: 117,103 shares 117,103 $19.2M 0.08% +4,951 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: 1,218,853 shares; 2024Q4: 1,114,475 shares; 2025Q1: 577,522 shares; 2025Q2: 555,716 shares; 2025Q3: 554,473 shares; 2025Q4: 555,044 shares 555,044 $19.1M 0.08% +571 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: 535,042 shares; 2024Q4: 438,528 shares; 2025Q1: 435,585 shares; 2025Q2: 329,083 shares; 2025Q3: 331,642 shares; 2025Q4: 354,195 shares 354,195 $19.1M 0.08% +22,553 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: 69,674 shares; 2024Q4: 17,619 shares; 2025Q1: 16,113 shares; 2025Q2: 17,968 shares; 2025Q3: 19,891 shares; 2025Q4: 203,050 shares 203,050 $19M 0.08% +183,159 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,602 shares; 2024Q4: 218,627 shares; 2025Q1: 244,904 shares; 2025Q2: 245,343 shares; 2025Q3: 258,055 shares; 2025Q4: 253,601 shares 253,601 $19M 0.08% -4,454 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: 201,236 shares; 2024Q4: 110,351 shares; 2025Q1: 76,624 shares; 2025Q2: 58,270 shares; 2025Q3: 58,582 shares; 2025Q4: 131,791 shares 131,791 $19M 0.08% +73,209 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,503 shares; 2024Q4: 604,350 shares; 2025Q1: 663,331 shares; 2025Q2: 698,472 shares; 2025Q3: 853,066 shares; 2025Q4: 970,573 shares 970,573 $19M 0.08% +117,507 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,080 shares; 2024Q4: 97,822 shares; 2025Q1: 97,603 shares; 2025Q2: 87,171 shares; 2025Q3: 88,821 shares; 2025Q4: 105,723 shares 105,723 $18.6M 0.08% +16,902 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: 101,867 shares; 2024Q4: 56,061 shares; 2025Q1: 53,494 shares; 2025Q2: 48,584 shares; 2025Q3: 49,028 shares; 2025Q4: 48,888 shares 48,888 $18.1M 0.08% -140 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,624 shares; 2024Q4: 186,169 shares; 2025Q1: 192,129 shares; 2025Q2: 194,212 shares; 2025Q3: 197,878 shares; 2025Q4: 238,398 shares 238,398 $18M 0.08% +40,520 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: 35,973 shares; 2024Q4: 30,225 shares; 2025Q1: 28,784 shares; 2025Q2: 27,138 shares; 2025Q3: 27,160 shares; 2025Q4: 101,554 shares 101,554 $18M 0.08% +74,394 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518,151 shares; 2024Q4: 268,319 shares; 2025Q1: 170,610 shares; 2025Q2: 157,024 shares; 2025Q3: 160,409 shares; 2025Q4: 95,554 shares 95,554 $18M 0.08% -64,855 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: 71,870 shares; 2024Q4: 69,349 shares; 2025Q1: 69,250 shares; 2025Q2: 48,923 shares; 2025Q3: 48,901 shares; 2025Q4: 48,060 shares 48,060 $17.9M 0.08% -841 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,728,574 shares; 2025Q1: 1,959,930 shares; 2025Q2: 1,999,478 shares; 2025Q3: 2,114,487 shares; 2025Q4: 1,954,688 shares 1,954,688 $17.9M 0.08% -159,799 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,644 shares; 2024Q4: 124,617 shares; 2025Q1: 125,568 shares; 2025Q2: 125,180 shares; 2025Q3: 125,245 shares; 2025Q4: 125,266 shares 125,266 $17.7M 0.08% +21 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: 165,621 shares; 2024Q4: 78,025 shares; 2025Q1: 93,186 shares; 2025Q2: 62,327 shares; 2025Q3: 65,497 shares; 2025Q4: 65,277 shares 65,277 $17.5M 0.07% -220 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: 502,228 shares; 2024Q4: 208,017 shares; 2025Q1: 241,293 shares; 2025Q2: 174,789 shares; 2025Q3: 180,099 shares; 2025Q4: 420,192 shares 420,192 $17.1M 0.07% +240,093 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,560 shares; 2024Q4: 35,327 shares; 2025Q1: 37,459 shares; 2025Q2: 36,551 shares; 2025Q3: 36,585 shares; 2025Q4: 37,464 shares 37,464 $17.1M 0.07% +879 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: 335,629 shares; 2024Q4: 211,936 shares; 2025Q1: 195,491 shares; 2025Q2: 153,108 shares; 2025Q3: 166,888 shares; 2025Q4: 174,879 shares 174,879 $16.9M 0.07% +7,991 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: 44,447 shares; 2024Q4: 24,283 shares; 2025Q1: 85,088 shares; 2025Q2: 127,005 shares; 2025Q3: 130,655 shares; 2025Q4: 133,721 shares 133,721 $16.8M 0.07% +3,066 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: 305,434 shares; 2024Q4: 145,547 shares; 2025Q1: 288,238 shares; 2025Q2: 273,774 shares; 2025Q3: 287,711 shares; 2025Q4: 286,143 shares 286,143 $16.8M 0.07% -1,568 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: 326,638 shares; 2024Q4: 236,227 shares; 2025Q1: 299,976 shares; 2025Q2: 261,473 shares; 2025Q3: 259,666 shares; 2025Q4: 243,904 shares 243,904 $16.7M 0.07% -15,762 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,406 shares; 2024Q4: 452,448 shares; 2025Q1: 511,912 shares; 2025Q2: 616,012 shares; 2025Q3: 858,254 shares; 2025Q4: 786,112 shares 786,112 $16.5M 0.07% -72,142 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 16,498 shares; 2025Q1: 16,498 shares; 2025Q2: 332,140 shares; 2025Q3: 526,282 shares; 2025Q4: 527,767 shares 527,767 $16.4M 0.07% +1,485 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: 132,287 shares; 2024Q4: 103,227 shares; 2025Q1: 97,873 shares; 2025Q2: 77,238 shares; 2025Q3: 78,748 shares; 2025Q4: 84,191 shares 84,191 $16.4M 0.07% +5,443 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,250 shares; 2024Q4: 117,425 shares; 2025Q1: 111,969 shares; 2025Q2: 101,823 shares; 2025Q3: 106,138 shares; 2025Q4: 113,954 shares 113,954 $16.4M 0.07% +7,816 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: 967,563 shares; 2024Q4: 397,676 shares; 2025Q1: 474,419 shares; 2025Q2: 649,758 shares; 2025Q3: 669,185 shares; 2025Q4: 656,555 shares 656,555 $16.3M 0.07% -12,630 Timeline GEW 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: 317,521 shares; 2025Q4: 317,521 shares 317,521 $16.3M 0.07% 0 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: 66,512 shares; 2024Q4: 58,603 shares; 2025Q1: 60,341 shares; 2025Q2: 59,323 shares; 2025Q3: 60,810 shares; 2025Q4: 63,036 shares 63,036 $16.3M 0.07% +2,226 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: 279,717 shares; 2024Q4: 276,326 shares; 2025Q1: 285,515 shares; 2025Q2: 286,355 shares; 2025Q3: 216,281 shares; 2025Q4: 281,931 shares 281,931 $16.3M 0.07% +65,650 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,558 shares; 2024Q4: 108,376 shares; 2025Q1: 114,808 shares; 2025Q2: 104,618 shares; 2025Q3: 105,719 shares; 2025Q4: 147,401 shares 147,401 $16.3M 0.07% +41,682 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,320 shares; 2024Q4: 36,133 shares; 2025Q1: 23,208 shares; 2025Q2: 21,570 shares; 2025Q3: 23,950 shares; 2025Q4: 26,294 shares 26,294 $15.9M 0.07% +2,344 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: 749,048 shares; 2024Q4: 653,311 shares; 2025Q1: 661,856 shares; 2025Q2: 567,258 shares; 2025Q3: 568,322 shares; 2025Q4: 578,712 shares 578,712 $15.9M 0.07% +10,390 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,619 shares; 2024Q4: 349,619 shares; 2025Q1: 345,089 shares; 2025Q2: 333,628 shares; 2025Q3: 356,592 shares; 2025Q4: 362,081 shares 362,081 $15.8M 0.07% +5,489 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: 134,992 shares; 2024Q4: 114,081 shares; 2025Q1: 54,498 shares; 2025Q2: 23,059 shares; 2025Q3: 22,771 shares; 2025Q4: 23,262 shares 23,262 $15.7M 0.07% +491 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: 148,053 shares; 2024Q4: 79,900 shares; 2025Q1: 60,608 shares; 2025Q2: 57,604 shares; 2025Q3: 56,201 shares; 2025Q4: 58,267 shares 58,267 $15.5M 0.07% +2,066 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,066 shares; 2024Q4: 51,896 shares; 2025Q1: 50,942 shares; 2025Q2: 45,407 shares; 2025Q3: 46,138 shares; 2025Q4: 46,354 shares 46,354 $15.2M 0.06% +216 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 485,360 shares; 2025Q1: 560,360 shares; 2025Q2: 82,095 shares; 2025Q3: 172,095 shares; 2025Q4: 172,095 shares 172,095 $15M 0.06% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,113 shares; 2024Q4: 333,334 shares; 2025Q1: 306,371 shares; 2025Q2: 289,657 shares; 2025Q3: 223,650 shares; 2025Q4: 222,715 shares 222,715 $15M 0.06% -935 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: 315,116 shares; 2024Q4: 256,085 shares; 2025Q1: 272,888 shares; 2025Q2: 289,482 shares; 2025Q3: 292,116 shares; 2025Q4: 292,329 shares 292,329 $14.8M 0.06% +213 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,001 shares; 2024Q4: 57,079 shares; 2025Q1: 66,510 shares; 2025Q2: 144,186 shares; 2025Q3: 200,187 shares; 2025Q4: 547,128 shares 547,128 $14.8M 0.06% +346,941 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: 78,138 shares; 2024Q4: 36,785 shares; 2025Q1: 113,833 shares; 2025Q2: 104,952 shares; 2025Q3: 108,372 shares; 2025Q4: 106,832 shares 106,832 $14.7M 0.06% -1,540 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,865 shares; 2024Q4: 495,375 shares; 2025Q1: not reported; 2025Q2: 308,845 shares; 2025Q3: 378,183 shares; 2025Q4: 379,187 shares 379,187 $14.6M 0.06% +1,004 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,784 shares; 2024Q4: 32,286 shares; 2025Q1: 31,130 shares; 2025Q2: 27,532 shares; 2025Q3: 28,019 shares; 2025Q4: 29,687 shares 29,687 $14.4M 0.06% +1,668 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,881 shares; 2024Q4: 48,231 shares; 2025Q1: 207,073 shares; 2025Q2: 194,552 shares; 2025Q3: 139,403 shares; 2025Q4: 146,754 shares 146,754 $14.1M 0.06% +7,351 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: 126,740 shares; 2024Q4: 62,470 shares; 2025Q1: 51,045 shares; 2025Q2: 38,653 shares; 2025Q3: 40,775 shares; 2025Q4: 40,967 shares 40,967 $14.1M 0.06% +192 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: 79,010 shares; 2024Q4: 81,895 shares; 2025Q1: 87,300 shares; 2025Q2: 86,672 shares; 2025Q3: 89,007 shares; 2025Q4: 99,273 shares 99,273 $14M 0.06% +10,266 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,567 shares; 2024Q4: 40,058 shares; 2025Q1: 39,801 shares; 2025Q2: 40,600 shares; 2025Q3: 40,780 shares; 2025Q4: 40,710 shares 40,710 $13.9M 0.06% -70 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,524 shares; 2024Q4: 86,649 shares; 2025Q1: 207,360 shares; 2025Q2: 201,200 shares; 2025Q3: 205,281 shares; 2025Q4: 206,415 shares 206,415 $13.8M 0.06% +1,134 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: 20,048 shares; 2024Q4: 143,296 shares; 2025Q1: 87,688 shares; 2025Q2: 372,009 shares; 2025Q3: 376,619 shares; 2025Q4: 424,796 shares 424,796 $13.6M 0.06% +48,177 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: 17,335 shares; 2024Q4: 6,912 shares; 2025Q1: 23,759 shares; 2025Q2: 22,237 shares; 2025Q3: 23,713 shares; 2025Q4: 23,876 shares 23,876 $13.6M 0.06% +163 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 1,341 shares; 2025Q1: 1,960 shares; 2025Q2: 85,967 shares; 2025Q3: 89,322 shares; 2025Q4: 76,379 shares 76,379 $13.4M 0.06% -12,943 Timeline VTWO 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: 11,075 shares; 2024Q4: 118,804 shares; 2025Q1: 113,994 shares; 2025Q2: 114,189 shares; 2025Q3: 134,164 shares; 2025Q4: 134,880 shares 134,880 $13.4M 0.06% +716 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: 35,913 shares; 2024Q4: 21,021 shares; 2025Q1: 20,001 shares; 2025Q2: 15,278 shares; 2025Q3: 36,985 shares; 2025Q4: 28,569 shares 28,569 $13.4M 0.06% -8,416 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: 117,632 shares; 2024Q4: 82,980 shares; 2025Q1: 63,007 shares; 2025Q2: 52,639 shares; 2025Q3: 53,524 shares; 2025Q4: 54,958 shares 54,958 $13.3M 0.06% +1,434 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: 202,789 shares; 2024Q4: 64,700 shares; 2025Q1: 59,448 shares; 2025Q2: 41,640 shares; 2025Q3: 42,892 shares; 2025Q4: 43,433 shares 43,433 $13.2M 0.06% +541 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: 94,507 shares; 2024Q4: 102,198 shares; 2025Q1: 97,201 shares; 2025Q2: 81,508 shares; 2025Q3: 96,183 shares; 2025Q4: 96,601 shares 96,601 $13.2M 0.06% +418 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,444 shares 170,444 $12.9M 0.05% new 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: 98,616 shares; 2024Q4: 86,127 shares; 2025Q1: 92,030 shares; 2025Q2: 104,394 shares; 2025Q3: 111,402 shares; 2025Q4: 112,944 shares 112,944 $12.8M 0.05% +1,542 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,938 shares; 2024Q4: 92,151 shares; 2025Q1: 97,221 shares; 2025Q2: 85,094 shares; 2025Q3: 89,796 shares; 2025Q4: 95,468 shares 95,468 $12.7M 0.05% +5,672 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,335 shares; 2024Q4: 503,849 shares; 2025Q1: 181,690 shares; 2025Q2: 177,830 shares; 2025Q3: 217,280 shares; 2025Q4: 232,573 shares 232,573 $12.7M 0.05% +15,293 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: 333,371 shares; 2024Q4: 273,182 shares; 2025Q1: 275,010 shares; 2025Q2: 234,313 shares; 2025Q3: 236,354 shares; 2025Q4: 154,948 shares 154,948 $12.6M 0.05% -81,406 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,218 shares; 2024Q4: 107,028 shares; 2025Q1: 106,945 shares; 2025Q2: 116,559 shares; 2025Q3: 118,452 shares; 2025Q4: 117,493 shares 117,493 $12.3M 0.05% -959 Timeline LWAY LIFEWAY FOODS INC More: the full row for LIFEWAY FOODS 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: 508,232 shares 508,232 $12.3M 0.05% new 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: 84,810 shares; 2024Q4: 60,283 shares; 2025Q1: 58,708 shares; 2025Q2: 52,385 shares; 2025Q3: 54,108 shares; 2025Q4: 55,341 shares 55,341 $12.2M 0.05% +1,233 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,834 shares; 2025Q2: 244,935 shares; 2025Q3: 281,196 shares; 2025Q4: 276,611 shares 276,611 $12.1M 0.05% -4,585 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,219 shares; 2024Q4: 319,109 shares; 2025Q1: 321,111 shares; 2025Q2: 172,011 shares; 2025Q3: 174,125 shares; 2025Q4: 177,186 shares 177,186 $11.9M 0.05% +3,061 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: 155,567 shares; 2024Q4: 152,978 shares; 2025Q1: 230,322 shares; 2025Q2: 237,530 shares; 2025Q3: 235,161 shares; 2025Q4: 239,373 shares 239,373 $11.8M 0.05% +4,212 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,303 shares; 2024Q4: 7,864 shares; 2025Q1: 36,096 shares; 2025Q2: 271,892 shares; 2025Q3: 272,116 shares; 2025Q4: 270,868 shares 270,868 $11.8M 0.05% -1,248 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,199 shares; 2024Q4: 496,953 shares; 2025Q1: 421,846 shares; 2025Q2: 260,854 shares; 2025Q3: 280,724 shares; 2025Q4: 229,885 shares 229,885 $11.7M 0.05% -50,839 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,341 shares; 2024Q4: 383,552 shares; 2025Q1: 271,940 shares; 2025Q2: 709,643 shares; 2025Q3: 685,213 shares; 2025Q4: 695,612 shares 695,612 $11.5M 0.05% +10,399 Timeline DFAE 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: 264,441 shares; 2024Q4: 264,569 shares; 2025Q1: 272,048 shares; 2025Q2: 257,958 shares; 2025Q3: 348,188 shares; 2025Q4: 351,485 shares 351,485 $11.4M 0.05% +3,297 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,022 shares; 2024Q4: 36,395 shares; 2025Q1: 34,168 shares; 2025Q2: 32,310 shares; 2025Q3: 33,508 shares; 2025Q4: 33,851 shares 33,851 $11.4M 0.05% +343 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,005 shares; 2024Q4: 173,953 shares; 2025Q1: 172,290 shares; 2025Q2: 119,705 shares; 2025Q3: 171,426 shares; 2025Q4: 173,047 shares 173,047 $11.3M 0.05% +1,621 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,885 shares; 2024Q4: 36,413 shares; 2025Q1: 37,263 shares; 2025Q2: 35,896 shares; 2025Q3: 37,790 shares; 2025Q4: 38,946 shares 38,946 $11.2M 0.05% +1,156 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,793 shares; 2024Q4: 140,210 shares; 2025Q1: 181,390 shares; 2025Q2: 95,833 shares; 2025Q3: 157,742 shares; 2025Q4: 114,614 shares 114,614 $11.2M 0.05% -43,128 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,548 shares; 2024Q4: 34,481 shares; 2025Q1: 44,060 shares; 2025Q2: 41,187 shares; 2025Q3: 42,741 shares; 2025Q4: 42,539 shares 42,539 $11.2M 0.05% -202 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 25,737 shares; 2025Q1: 24,127 shares; 2025Q2: 78,333 shares; 2025Q3: 76,397 shares; 2025Q4: 79,297 shares 79,297 $11.2M 0.05% +2,900 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,949 shares; 2024Q4: 2,055 shares; 2025Q1: 2,147 shares; 2025Q2: not reported; 2025Q3: 39,450 shares; 2025Q4: 43,529 shares 43,529 $11.2M 0.05% +4,079 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,814 shares; 2024Q4: 38,557 shares; 2025Q1: 146,700 shares; 2025Q2: 274,533 shares; 2025Q3: 278,858 shares; 2025Q4: 278,751 shares 278,751 $11.2M 0.05% -107 Timeline ESGV 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: 81,191 shares; 2024Q4: 85,005 shares; 2025Q1: 87,868 shares; 2025Q2: 88,612 shares; 2025Q3: 90,985 shares; 2025Q4: 92,219 shares 92,219 $11.2M 0.05% +1,234 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: 229,593 shares 229,593 $11.2M 0.05% new 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: 598,048 shares; 2024Q4: 416,560 shares; 2025Q1: 356,342 shares; 2025Q2: 183,735 shares; 2025Q3: 185,162 shares; 2025Q4: 200,279 shares 200,279 $11M 0.05% +15,117 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: 436,310 shares; 2024Q4: 425,493 shares; 2025Q1: 345,365 shares; 2025Q2: 332,823 shares; 2025Q3: 333,714 shares; 2025Q4: 333,466 shares 333,466 $10.9M 0.05% -248 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: 34,414 shares; 2024Q4: 5,946 shares; 2025Q1: 119,453 shares; 2025Q2: 117,959 shares; 2025Q3: 121,367 shares; 2025Q4: 121,563 shares 121,563 $10.8M 0.05% +196 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,675 shares; 2024Q4: 25,049 shares; 2025Q1: 23,487 shares; 2025Q2: 21,626 shares; 2025Q3: 180,796 shares; 2025Q4: 187,824 shares 187,824 $10.7M 0.05% +7,028 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: 69,592 shares; 2024Q4: 60,373 shares; 2025Q1: 60,381 shares; 2025Q2: 60,276 shares; 2025Q3: 58,429 shares; 2025Q4: 63,480 shares 63,480 $10.7M 0.05% +5,051 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888,148 shares; 2024Q4: 438,581 shares; 2025Q1: 429,289 shares; 2025Q2: 426,925 shares; 2025Q3: 429,974 shares; 2025Q4: 405,959 shares 405,959 $10.6M 0.05% -24,015 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,107 shares; 2024Q4: 199,673 shares; 2025Q1: 199,700 shares; 2025Q2: 199,932 shares; 2025Q3: 223,056 shares; 2025Q4: 223,056 shares 223,056 $10.6M 0.04% 0 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: 164,326 shares; 2024Q4: 117,338 shares; 2025Q1: 119,528 shares; 2025Q2: 113,486 shares; 2025Q3: 116,795 shares; 2025Q4: 123,296 shares 123,296 $10.5M 0.04% +6,501 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: 169,436 shares; 2024Q4: 88,982 shares; 2025Q1: 78,752 shares; 2025Q2: 56,715 shares; 2025Q3: 59,825 shares; 2025Q4: 49,130 shares 49,130 $10.5M 0.04% -10,695 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: 25,308 shares; 2024Q4: 2,636 shares; 2025Q1: 13,039 shares; 2025Q2: 26,909 shares; 2025Q3: 29,590 shares; 2025Q4: 29,554 shares 29,554 $10.4M 0.04% -36 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: 62,378 shares; 2024Q4: 33,107 shares; 2025Q1: 29,097 shares; 2025Q2: 23,147 shares; 2025Q3: 23,939 shares; 2025Q4: 24,332 shares 24,332 $10.4M 0.04% +393 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,430 shares; 2024Q4: 140,105 shares; 2025Q1: 125,768 shares; 2025Q2: 111,661 shares; 2025Q3: 110,559 shares; 2025Q4: 109,984 shares 109,984 $10.4M 0.04% -575 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: 87,289 shares; 2024Q4: 76,424 shares; 2025Q1: 66,893 shares; 2025Q2: 60,127 shares; 2025Q3: 61,269 shares; 2025Q4: 61,719 shares 61,719 $10.3M 0.04% +450 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,598 shares; 2024Q4: 45,088 shares; 2025Q1: 44,310 shares; 2025Q2: 40,515 shares; 2025Q3: 41,165 shares; 2025Q4: 41,469 shares 41,469 $10.3M 0.04% +304 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,527 shares; 2024Q4: 30,433 shares; 2025Q1: 29,817 shares; 2025Q2: 15,308 shares; 2025Q3: 15,270 shares; 2025Q4: 15,496 shares 15,496 $10.3M 0.04% +226 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,035 shares; 2024Q4: 2,730 shares; 2025Q1: 11,850 shares; 2025Q2: 11,206 shares; 2025Q3: 11,628 shares; 2025Q4: 11,675 shares 11,675 $10.3M 0.04% +47 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: 77,884 shares; 2024Q4: 50,704 shares; 2025Q1: 43,574 shares; 2025Q2: 37,855 shares; 2025Q3: 38,494 shares; 2025Q4: 38,996 shares 38,996 $10.1M 0.04% +502 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,123 shares; 2024Q4: 20,426 shares; 2025Q1: 60,062 shares; 2025Q2: 57,937 shares; 2025Q3: 60,126 shares; 2025Q4: 60,295 shares 60,295 $9.9M 0.04% +169 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: 75,809 shares; 2024Q4: 20,400 shares; 2025Q1: 21,086 shares; 2025Q2: 30,175 shares; 2025Q3: 30,987 shares; 2025Q4: 31,805 shares 31,805 $9.81M 0.04% +818 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: 289,215 shares; 2024Q4: 242,491 shares; 2025Q1: 255,608 shares; 2025Q2: 250,375 shares; 2025Q3: 256,461 shares; 2025Q4: 277,824 shares 277,824 $9.8M 0.04% +21,363 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: 160,573 shares; 2024Q4: 158,297 shares; 2025Q1: 158,788 shares; 2025Q2: 156,291 shares; 2025Q3: 156,568 shares; 2025Q4: 155,994 shares 155,994 $9.73M 0.04% -574 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 9,956 shares; 2025Q1: 9,639 shares; 2025Q2: 9,342 shares; 2025Q3: 9,512 shares; 2025Q4: 9,610 shares 9,610 $9.7M 0.04% +98 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,201 shares; 2024Q4: 45,751 shares; 2025Q1: 42,278 shares; 2025Q2: 45,258 shares; 2025Q3: 46,179 shares; 2025Q4: 53,506 shares 53,506 $9.7M 0.04% +7,327 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,135 shares; 2024Q4: 53,657 shares; 2025Q1: 50,530 shares; 2025Q2: 48,686 shares; 2025Q3: 49,300 shares; 2025Q4: 49,069 shares 49,069 $9.58M 0.04% -231 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,605 shares; 2024Q4: 79,784 shares; 2025Q1: 90,162 shares; 2025Q2: 89,760 shares; 2025Q3: 91,836 shares; 2025Q4: 91,613 shares 91,613 $9.54M 0.04% -223 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,157 shares; 2024Q4: 38,399 shares; 2025Q1: 39,874 shares; 2025Q2: 38,297 shares; 2025Q3: 39,309 shares; 2025Q4: 39,288 shares 39,288 $9.48M 0.04% -21 Timeline SCHB 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: 188,612 shares; 2024Q4: 297,683 shares; 2025Q1: 411,881 shares; 2025Q2: 347,502 shares; 2025Q3: 345,299 shares; 2025Q4: 360,108 shares 360,108 $9.45M 0.04% +14,809 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,268 shares 175,268 $9.32M 0.04% new 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: 46,748 shares; 2024Q4: 10,736 shares; 2025Q1: 128,618 shares; 2025Q2: 120,303 shares; 2025Q3: 123,248 shares; 2025Q4: 123,820 shares 123,820 $9.22M 0.04% +572 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: 267,482 shares; 2024Q4: 211,538 shares; 2025Q1: 209,639 shares; 2025Q2: 189,199 shares; 2025Q3: 205,864 shares; 2025Q4: 186,869 shares 186,869 $9.2M 0.04% -18,995 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: 104,369 shares; 2024Q4: 268,009 shares; 2025Q1: 334,535 shares; 2025Q2: 325,956 shares; 2025Q3: 328,444 shares; 2025Q4: 281,865 shares 281,865 $9.19M 0.04% -46,579 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,226 shares; 2024Q4: 38,975 shares; 2025Q1: 39,239 shares; 2025Q2: 37,365 shares; 2025Q3: 40,035 shares; 2025Q4: 40,376 shares 40,376 $9.19M 0.04% +341 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: 140,074 shares 140,074 $9.16M 0.04% new 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: 112,411 shares; 2024Q4: 36,832 shares; 2025Q1: 28,376 shares; 2025Q2: 27,846 shares; 2025Q3: 33,162 shares; 2025Q4: 236,495 shares 236,495 $9.09M 0.04% +203,333 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,084 shares; 2024Q4: 19,799 shares; 2025Q1: 19,125 shares; 2025Q2: 21,269 shares; 2025Q3: 22,238 shares; 2025Q4: 25,176 shares 25,176 $9.07M 0.04% +2,938 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,337 shares; 2025Q1: 45,221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 286,832 shares 286,832 $9.03M 0.04% new Timeline AVLC 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: 16,913 shares; 2024Q4: 16,913 shares; 2025Q1: 16,913 shares; 2025Q2: 71,860 shares; 2025Q3: 102,541 shares; 2025Q4: 113,868 shares 113,868 $8.95M 0.04% +11,327 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: 132,693 shares; 2024Q4: 92,982 shares; 2025Q1: 60,865 shares; 2025Q2: 42,640 shares; 2025Q3: 43,336 shares; 2025Q4: 43,449 shares 43,449 $8.82M 0.04% +113 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,070 shares; 2024Q4: 298,663 shares; 2025Q1: 304,206 shares; 2025Q2: 302,112 shares; 2025Q3: 303,638 shares; 2025Q4: 404,639 shares 404,639 $8.79M 0.04% +101,001 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,933 shares; 2024Q4: 41,834 shares; 2025Q1: 59,991 shares; 2025Q2: 56,919 shares; 2025Q3: 57,646 shares; 2025Q4: 57,888 shares 57,888 $8.63M 0.04% +242 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: 181,165 shares; 2024Q4: 117,874 shares; 2025Q1: 115,925 shares; 2025Q2: 105,659 shares; 2025Q3: 107,796 shares; 2025Q4: 108,600 shares 108,600 $8.58M 0.04% +804 Timeline AVIG 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: 127,502 shares; 2024Q4: 125,564 shares; 2025Q1: 157,933 shares; 2025Q2: 168,486 shares; 2025Q3: 191,512 shares; 2025Q4: 202,883 shares 202,883 $8.51M 0.04% +11,371 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: 649,780 shares; 2024Q4: 423,815 shares; 2025Q1: 393,964 shares; 2025Q2: 238,482 shares; 2025Q3: 229,244 shares; 2025Q4: 230,474 shares 230,474 $8.5M 0.04% +1,230 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: 410,661 shares; 2024Q4: 187,040 shares; 2025Q1: 160,557 shares; 2025Q2: 131,150 shares; 2025Q3: 133,755 shares; 2025Q4: 157,706 shares 157,706 $8.5M 0.04% +23,951 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: 48,173 shares; 2024Q4: 37,666 shares; 2025Q1: 36,289 shares; 2025Q2: 34,687 shares; 2025Q3: 33,859 shares; 2025Q4: 39,644 shares 39,644 $8.41M 0.04% +5,785 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: 174,310 shares; 2024Q4: 122,326 shares; 2025Q1: 78,027 shares; 2025Q2: 74,975 shares; 2025Q3: 76,359 shares; 2025Q4: 76,117 shares 76,117 $8.39M 0.04% -242 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,740 shares; 2024Q4: 61,272 shares; 2025Q1: 64,461 shares; 2025Q2: 52,305 shares; 2025Q3: 45,382 shares; 2025Q4: 37,110 shares 37,110 $8.39M 0.04% -8,272 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,234 shares; 2024Q4: 114,386 shares; 2025Q1: 111,921 shares; 2025Q2: 91,492 shares; 2025Q3: 116,010 shares; 2025Q4: 117,890 shares 117,890 $8.18M 0.03% +1,880 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,851 shares; 2024Q4: 26,246 shares; 2025Q1: 39,833 shares; 2025Q2: 38,185 shares; 2025Q3: 39,277 shares; 2025Q4: 40,400 shares 40,400 $8.14M 0.03% +1,123 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,114 shares; 2024Q4: 46,916 shares; 2025Q1: 40,362 shares; 2025Q2: 39,182 shares; 2025Q3: 39,574 shares; 2025Q4: 39,342 shares 39,342 $8.08M 0.03% -232 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: 57,244 shares; 2024Q4: 38,035 shares; 2025Q1: 39,709 shares; 2025Q2: 36,173 shares; 2025Q3: 37,287 shares; 2025Q4: 38,689 shares 38,689 $8.08M 0.03% +1,402 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: 190,381 shares; 2024Q4: 134,471 shares; 2025Q1: 166,143 shares; 2025Q2: 178,810 shares; 2025Q3: 182,306 shares; 2025Q4: 138,274 shares 138,274 $8.07M 0.03% -44,032 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,700 shares; 2025Q1: 7,893 shares; 2025Q2: 6,651 shares; 2025Q3: 7,114 shares; 2025Q4: 7,479 shares 7,479 $8.01M 0.03% +365 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,049 shares; 2024Q4: 38,715 shares; 2025Q1: 32,936 shares; 2025Q2: 31,148 shares; 2025Q3: 31,709 shares; 2025Q4: 32,406 shares 32,406 $8M 0.03% +697 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,396 shares; 2024Q4: 596,853 shares; 2025Q1: 596,853 shares; 2025Q2: 596,853 shares; 2025Q3: 596,853 shares; 2025Q4: 598,662 shares 598,662 $7.96M 0.03% +1,809 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,229 shares; 2024Q4: 27,548 shares; 2025Q1: 28,570 shares; 2025Q2: 27,537 shares; 2025Q3: 28,185 shares; 2025Q4: 27,757 shares 27,757 $7.64M 0.03% -428 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: 63,770 shares; 2024Q4: 22,260 shares; 2025Q1: 15,780 shares; 2025Q2: 13,610 shares; 2025Q3: 14,014 shares; 2025Q4: 14,575 shares 14,575 $7.62M 0.03% +561 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: 151,625 shares; 2024Q4: 76,954 shares; 2025Q1: 61,736 shares; 2025Q2: 53,824 shares; 2025Q3: 57,660 shares; 2025Q4: 61,759 shares 61,759 $7.58M 0.03% +4,099 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: 65,462 shares; 2024Q4: 51,953 shares; 2025Q1: 45,758 shares; 2025Q2: 42,074 shares; 2025Q3: 43,294 shares; 2025Q4: 46,553 shares 46,553 $7.58M 0.03% +3,259 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,080 shares; 2024Q4: 113,540 shares; 2025Q1: 214,560 shares; 2025Q2: 338,928 shares; 2025Q3: 597,876 shares; 2025Q4: 637,602 shares 637,602 $7.56M 0.03% +39,726 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,740 shares; 2024Q4: 70,518 shares; 2025Q1: 73,874 shares; 2025Q2: 48,668 shares; 2025Q3: 197,243 shares; 2025Q4: 197,243 shares 197,243 $7.52M 0.03% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,091 shares; 2024Q4: 66,897 shares; 2025Q1: 60,036 shares; 2025Q2: 51,805 shares; 2025Q3: 53,347 shares; 2025Q4: 52,709 shares 52,709 $7.48M 0.03% -638 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: 95,297 shares; 2024Q4: 20,889 shares; 2025Q1: 34,960 shares; 2025Q2: 22,195 shares; 2025Q3: 23,528 shares; 2025Q4: 25,893 shares 25,893 $7.39M 0.03% +2,365 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: 82,317 shares; 2024Q4: 35,853 shares; 2025Q1: 34,111 shares; 2025Q2: 26,237 shares; 2025Q3: 29,057 shares; 2025Q4: 31,736 shares 31,736 $7.34M 0.03% +2,679 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: 146,439 shares; 2024Q4: 103,689 shares; 2025Q1: 83,717 shares; 2025Q2: 26,480 shares; 2025Q3: 26,892 shares; 2025Q4: 47,158 shares 47,158 $7.3M 0.03% +20,266 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: 53,355 shares; 2024Q4: 25,372 shares; 2025Q1: 26,440 shares; 2025Q2: 19,253 shares; 2025Q3: 21,302 shares; 2025Q4: 22,876 shares 22,876 $7.29M 0.03% +1,574 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: 133,254 shares; 2024Q4: 49,616 shares; 2025Q1: 42,014 shares; 2025Q2: 21,735 shares; 2025Q3: 29,380 shares; 2025Q4: 30,914 shares 30,914 $7.09M 0.03% +1,534 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,508 shares; 2024Q4: 54,035 shares; 2025Q1: 48,581 shares; 2025Q2: 205,276 shares; 2025Q3: 138,764 shares; 2025Q4: 140,819 shares 140,819 $7.09M 0.03% +2,055 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,554 shares; 2024Q4: not reported; 2025Q1: 2,516,534 shares; 2025Q2: 2,516,380 shares; 2025Q3: 2,516,380 shares; 2025Q4: 2,516,380 shares 2,516,380 $7.07M 0.03% 0 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: 126,449 shares; 2024Q4: 260,533 shares; 2025Q1: 276,200 shares; 2025Q2: 247,003 shares; 2025Q3: 236,489 shares; 2025Q4: 235,057 shares 235,057 $7.07M 0.03% -1,432 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,483 shares; 2024Q4: 56,904 shares; 2025Q1: 51,971 shares; 2025Q2: 78,812 shares; 2025Q3: 66,307 shares; 2025Q4: 66,654 shares 66,654 $7M 0.03% +347 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: 93,346 shares; 2024Q4: 76,601 shares; 2025Q1: 73,295 shares; 2025Q2: 69,912 shares; 2025Q3: 71,585 shares; 2025Q4: 68,917 shares 68,917 $6.84M 0.03% -2,668 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,348 shares; 2024Q4: 155,207 shares; 2025Q1: 154,504 shares; 2025Q2: 148,795 shares; 2025Q3: 153,870 shares; 2025Q4: 153,774 shares 153,774 $6.83M 0.03% -96 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,098 shares; 2024Q4: 56,604 shares; 2025Q1: 53,686 shares; 2025Q2: 45,185 shares; 2025Q3: 45,344 shares; 2025Q4: 49,056 shares 49,056 $6.83M 0.03% +3,712 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,134 shares; 2024Q4: 319,870 shares; 2025Q1: 336,207 shares; 2025Q2: 334,471 shares; 2025Q3: 335,723 shares; 2025Q4: 333,136 shares 333,136 $6.78M 0.03% -2,587 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,624 shares; 2025Q2: 197,719 shares; 2025Q3: 206,695 shares; 2025Q4: 225,369 shares 225,369 $6.65M 0.03% +18,674 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,688 shares; 2024Q4: 72,265 shares; 2025Q1: 83,427 shares; 2025Q2: 77,886 shares; 2025Q3: 78,968 shares; 2025Q4: 79,178 shares 79,178 $6.62M 0.03% +210 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: 172,219 shares; 2024Q4: 123,386 shares; 2025Q1: 116,243 shares; 2025Q2: 100,971 shares; 2025Q3: 102,286 shares; 2025Q4: 102,916 shares 102,916 $6.58M 0.03% +630 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: 80,715 shares; 2024Q4: 244,603 shares; 2025Q1: 248,221 shares; 2025Q2: 216,924 shares; 2025Q3: 217,233 shares; 2025Q4: 221,950 shares 221,950 $6.57M 0.03% +4,717 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,305 shares; 2024Q4: 31,682 shares; 2025Q1: 28,425 shares; 2025Q2: 18,015 shares; 2025Q3: 19,708 shares; 2025Q4: 18,767 shares 18,767 $6.57M 0.03% -941 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,717 shares; 2024Q4: 81,430 shares; 2025Q1: 88,835 shares; 2025Q2: 90,329 shares; 2025Q3: 99,269 shares; 2025Q4: 109,631 shares 109,631 $6.54M 0.03% +10,362 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: 15,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,164 shares 73,164 $6.52M 0.03% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,551 shares; 2024Q4: 94,560 shares; 2025Q1: 103,592 shares; 2025Q2: 109,394 shares; 2025Q3: 97,930 shares; 2025Q4: 62,857 shares 62,857 $6.51M 0.03% -35,073 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,848 shares; 2024Q4: 71,062 shares; 2025Q1: 76,651 shares; 2025Q2: 77,999 shares; 2025Q3: 86,525 shares; 2025Q4: 96,272 shares 96,272 $6.36M 0.03% +9,747 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,735 shares; 2024Q4: 21,248 shares; 2025Q1: 20,934 shares; 2025Q2: 20,072 shares; 2025Q3: 21,228 shares; 2025Q4: 21,307 shares 21,307 $6.26M 0.03% +79 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 2,063 shares; 2025Q1: 4,554 shares; 2025Q2: 55,831 shares; 2025Q3: 58,252 shares; 2025Q4: 60,016 shares 60,016 $6.17M 0.03% +1,764 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674,207 shares; 2024Q4: 21,850 shares; 2025Q1: 880,687 shares; 2025Q2: 845,308 shares; 2025Q3: 596,091 shares; 2025Q4: 533,791 shares 533,791 $6.13M 0.03% -62,300 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR 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: 21,986 shares; 2025Q3: 22,361 shares; 2025Q4: 23,333 shares 23,333 $6.11M 0.03% +972 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,057 shares; 2024Q4: 123,115 shares; 2025Q1: 121,066 shares; 2025Q2: 119,755 shares; 2025Q3: 119,755 shares; 2025Q4: 138,725 shares 138,725 $6.09M 0.03% +18,970 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,887 shares; 2024Q4: 129,083 shares; 2025Q1: 108,087 shares; 2025Q2: 64,536 shares; 2025Q3: 68,126 shares; 2025Q4: 75,436 shares 75,436 $6.09M 0.03% +7,310 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,504 shares; 2024Q4: 52,235 shares; 2025Q1: 52,286 shares; 2025Q2: 31,534 shares; 2025Q3: 52,272 shares; 2025Q4: 52,233 shares 52,233 $6.09M 0.03% -39 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,828 shares; 2024Q4: 23,222 shares; 2025Q1: 35,237 shares; 2025Q2: 31,462 shares; 2025Q3: 32,456 shares; 2025Q4: 33,280 shares 33,280 $6.06M 0.03% +824 Timeline MLPX 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: 334,857 shares; 2024Q4: 364,226 shares; 2025Q1: 244,180 shares; 2025Q2: 115,849 shares; 2025Q3: 114,106 shares; 2025Q4: 99,526 shares 99,526 $6.03M 0.03% -14,580 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: 315,447 shares; 2024Q4: 185,660 shares; 2025Q1: 192,569 shares; 2025Q2: 106,502 shares; 2025Q3: 107,795 shares; 2025Q4: 109,674 shares 109,674 $5.96M 0.03% +1,879 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,666 shares; 2024Q4: 113,015 shares; 2025Q1: 86,423 shares; 2025Q2: 80,080 shares; 2025Q3: 81,740 shares; 2025Q4: 80,682 shares 80,682 $5.95M 0.03% -1,058 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 24,691 shares; 2025Q1: 24,691 shares; 2025Q2: 24,464 shares; 2025Q3: 24,464 shares; 2025Q4: 23,670 shares 23,670 $5.95M 0.03% -794 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: 127,309 shares; 2024Q4: 118,309 shares; 2025Q1: 119,744 shares; 2025Q2: 69,756 shares; 2025Q3: 68,045 shares; 2025Q4: 69,191 shares 69,191 $5.93M 0.03% +1,146 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: 114,750 shares; 2024Q4: 206,281 shares; 2025Q1: 76,631 shares; 2025Q2: 208,394 shares; 2025Q3: 280,848 shares; 2025Q4: 264,181 shares 264,181 $5.93M 0.03% -16,667 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,237 shares; 2024Q4: 22,245 shares; 2025Q1: 61,132 shares; 2025Q2: 56,265 shares; 2025Q3: 58,060 shares; 2025Q4: 57,780 shares 57,780 $5.92M 0.03% -280 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,915 shares; 2024Q4: 335,962 shares; 2025Q1: 333,776 shares; 2025Q2: 137,155 shares; 2025Q3: 145,461 shares; 2025Q4: 151,051 shares 151,051 $5.91M 0.03% +5,590 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,253 shares; 2024Q4: 79,147 shares; 2025Q1: 85,871 shares; 2025Q2: 62,655 shares; 2025Q3: 68,231 shares; 2025Q4: 70,253 shares 70,253 $5.88M 0.03% +2,022 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 5,762 shares; 2025Q1: 51,701 shares; 2025Q2: 48,420 shares; 2025Q3: 3,282 shares; 2025Q4: 42,412 shares 42,412 $5.85M 0.02% +39,130 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,668 shares 228,668 $5.84M 0.02% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,192 shares; 2024Q4: 100,907 shares; 2025Q1: 251,143 shares; 2025Q2: 216,265 shares; 2025Q3: 222,080 shares; 2025Q4: 243,858 shares 243,858 $5.78M 0.02% +21,778 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: 115,993 shares; 2024Q4: 41,048 shares; 2025Q1: 41,673 shares; 2025Q2: 28,731 shares; 2025Q3: 32,018 shares; 2025Q4: 32,245 shares 32,245 $5.72M 0.02% +227 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,436 shares; 2024Q4: 32,419 shares; 2025Q1: 32,454 shares; 2025Q2: 32,374 shares; 2025Q3: 32,578 shares; 2025Q4: 32,576 shares 32,576 $5.72M 0.02% -2 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,731 shares; 2024Q4: 70,439 shares; 2025Q1: 37,781 shares; 2025Q2: 28,723 shares; 2025Q3: 29,685 shares; 2025Q4: 30,283 shares 30,283 $5.7M 0.02% +598 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,818 shares; 2024Q4: 49,621 shares; 2025Q1: 49,484 shares; 2025Q2: 50,224 shares; 2025Q3: 49,988 shares; 2025Q4: 50,016 shares 50,016 $5.69M 0.02% +28 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: 100,055 shares; 2024Q4: 42,701 shares; 2025Q1: 38,580 shares; 2025Q2: 32,226 shares; 2025Q3: 34,623 shares; 2025Q4: 35,336 shares 35,336 $5.66M 0.02% +713 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,000 shares; 2024Q4: 25,479 shares; 2025Q1: 19,670 shares; 2025Q2: 9,139 shares; 2025Q3: 9,482 shares; 2025Q4: 44,588 shares 44,588 $5.61M 0.02% +35,106 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: 105,050 shares; 2024Q4: 19,624 shares; 2025Q1: 19,274 shares; 2025Q2: 14,091 shares; 2025Q3: 16,377 shares; 2025Q4: 15,774 shares 15,774 $5.57M 0.02% -603 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,277 shares; 2025Q1: 19,824 shares; 2025Q2: 24,680 shares; 2025Q3: 43,734 shares; 2025Q4: 44,727 shares 44,727 $5.56M 0.02% +993 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: 37,893 shares; 2024Q4: 17,745 shares; 2025Q1: 21,313 shares; 2025Q2: 14,534 shares; 2025Q3: 15,608 shares; 2025Q4: 15,498 shares 15,498 $5.46M 0.02% -110 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,294 shares; 2024Q4: 57,698 shares; 2025Q1: 29,267 shares; 2025Q2: 90,041 shares; 2025Q3: 89,030 shares; 2025Q4: 100,536 shares 100,536 $5.37M 0.02% +11,506 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: 99,476 shares; 2024Q4: 73,681 shares; 2025Q1: 72,607 shares; 2025Q2: 64,441 shares; 2025Q3: 66,210 shares; 2025Q4: 63,537 shares 63,537 $5.33M 0.02% -2,673 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,271 shares; 2024Q4: 191,677 shares; 2025Q1: 218,062 shares; 2025Q2: 210,737 shares; 2025Q3: 218,772 shares; 2025Q4: 218,625 shares 218,625 $5.29M 0.02% -147 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,515 shares; 2024Q4: 526,632 shares; 2025Q1: 176,016 shares; 2025Q2: 155,431 shares; 2025Q3: 160,513 shares; 2025Q4: 175,010 shares 175,010 $5.29M 0.02% +14,497 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: 49,506 shares; 2024Q4: 35,721 shares; 2025Q1: 39,005 shares; 2025Q2: 34,626 shares; 2025Q3: 35,450 shares; 2025Q4: 41,382 shares 41,382 $5.28M 0.02% +5,932 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,759 shares; 2024Q4: 55,934 shares; 2025Q1: 51,194 shares; 2025Q2: 32,824 shares; 2025Q3: 32,914 shares; 2025Q4: 33,981 shares 33,981 $5.27M 0.02% +1,067 Timeline VSGX 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: 29,804 shares; 2024Q4: 30,605 shares; 2025Q1: 35,465 shares; 2025Q2: 35,687 shares; 2025Q3: 72,600 shares; 2025Q4: 73,562 shares 73,562 $5.27M 0.02% +962 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,288 shares; 2024Q4: 7,775 shares; 2025Q1: 7,174 shares; 2025Q2: 4,906 shares; 2025Q3: 4,998 shares; 2025Q4: 4,855 shares 4,855 $5.19M 0.02% -143 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: 35,027 shares; 2024Q4: 20,642 shares; 2025Q1: 19,303 shares; 2025Q2: 16,665 shares; 2025Q3: 18,073 shares; 2025Q4: 17,868 shares 17,868 $5.18M 0.02% -205 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,038 shares; 2024Q4: 94,038 shares; 2025Q1: 93,395 shares; 2025Q2: 93,445 shares; 2025Q3: 111,430 shares; 2025Q4: 111,430 shares 111,430 $5.17M 0.02% 0 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,177 shares; 2024Q4: 108,666 shares; 2025Q1: 110,082 shares; 2025Q2: 103,552 shares; 2025Q3: 103,552 shares; 2025Q4: 103,552 shares 103,552 $5.17M 0.02% 0 Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,411 shares; 2024Q4: 316,411 shares; 2025Q1: 316,411 shares; 2025Q2: 316,411 shares; 2025Q3: 316,411 shares; 2025Q4: 316,411 shares 316,411 $5.12M 0.02% 0 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: 105,550 shares; 2024Q4: 204,214 shares; 2025Q1: 284,483 shares; 2025Q2: 180,525 shares; 2025Q3: 170,674 shares; 2025Q4: 179,483 shares 179,483 $5.11M 0.02% +8,809 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: 85,402 shares; 2024Q4: 62,911 shares; 2025Q1: 74,670 shares; 2025Q2: 46,404 shares; 2025Q3: 46,468 shares; 2025Q4: 57,390 shares 57,390 $5.08M 0.02% +10,922 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,033 shares; 2025Q1: 2,530 shares; 2025Q2: 26,356 shares; 2025Q3: 27,037 shares; 2025Q4: 27,590 shares 27,590 $5.05M 0.02% +553 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 10,217 shares; 2025Q1: 10,849 shares; 2025Q2: 8,135 shares; 2025Q3: 8,433 shares; 2025Q4: 8,660 shares 8,660 $5.03M 0.02% +227 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,158 shares; 2024Q4: 20,158 shares; 2025Q1: 100,743 shares; 2025Q2: 93,338 shares; 2025Q3: 93,338 shares; 2025Q4: 106,099 shares 106,099 $4.99M 0.02% +12,761 Timeline BWZ 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: 201,513 shares; 2025Q3: 202,647 shares; 2025Q4: 181,659 shares 181,659 $4.98M 0.02% -20,988 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,561 shares; 2025Q3: 85,859 shares; 2025Q4: 87,870 shares 87,870 $4.98M 0.02% +2,011 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,474 shares; 2024Q4: 15,733 shares; 2025Q1: 10,229 shares; 2025Q2: 10,208 shares; 2025Q3: 10,295 shares; 2025Q4: 10,304 shares 10,304 $4.96M 0.02% +9 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,400 shares; 2024Q4: 70,438 shares; 2025Q1: 88,904 shares; 2025Q2: 71,982 shares; 2025Q3: 99,370 shares; 2025Q4: 72,289 shares 72,289 $4.96M 0.02% -27,081 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,920 shares; 2024Q4: 551,279 shares; 2025Q1: 551,067 shares; 2025Q2: 542,709 shares; 2025Q3: 542,724 shares; 2025Q4: 537,519 shares 537,519 $4.96M 0.02% -5,205 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 1,287 shares; 2025Q1: 1,137 shares; 2025Q2: 879 shares; 2025Q3: 911 shares; 2025Q4: 923 shares 923 $4.94M 0.02% +12 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,923 shares; 2024Q4: 48,283 shares; 2025Q1: 48,555 shares; 2025Q2: 46,594 shares; 2025Q3: 46,565 shares; 2025Q4: 50,677 shares 50,677 $4.82M 0.02% +4,112 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: 158,378 shares; 2024Q4: 73,012 shares; 2025Q1: 74,853 shares; 2025Q2: 55,865 shares; 2025Q3: 56,726 shares; 2025Q4: 56,919 shares 56,919 $4.79M 0.02% +193 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 108,963 shares; 2025Q1: 119,710 shares; 2025Q2: 95,795 shares; 2025Q3: 95,795 shares; 2025Q4: 95,795 shares 95,795 $4.75M 0.02% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 50,392 shares; 2025Q4: 53,044 shares 53,044 $4.74M 0.02% +2,652 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: 72,957 shares; 2024Q4: 38,174 shares; 2025Q1: 39,933 shares; 2025Q2: 33,353 shares; 2025Q3: 35,479 shares; 2025Q4: 37,064 shares 37,064 $4.73M 0.02% +1,585 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,529 shares; 2024Q4: 4,588 shares; 2025Q1: 4,769 shares; 2025Q2: 3,527 shares; 2025Q3: 3,645 shares; 2025Q4: 3,882 shares 3,882 $4.72M 0.02% +237 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: 44,829 shares; 2024Q4: 43,331 shares; 2025Q1: 43,728 shares; 2025Q2: 32,657 shares; 2025Q3: 32,662 shares; 2025Q4: 33,803 shares 33,803 $4.63M 0.02% +1,141 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,115 shares; 2024Q4: not reported; 2025Q1: 160,069 shares; 2025Q2: 158,254 shares; 2025Q3: 182,631 shares; 2025Q4: 180,260 shares 180,260 $4.61M 0.02% -2,371 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: 313,727 shares; 2024Q4: 61,438 shares; 2025Q1: 58,776 shares; 2025Q2: 42,988 shares; 2025Q3: 45,631 shares; 2025Q4: 47,865 shares 47,865 $4.48M 0.02% +2,234 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,501 shares; 2024Q4: not reported; 2025Q1: 128,951 shares; 2025Q2: 117,466 shares; 2025Q3: 120,176 shares; 2025Q4: 109,062 shares 109,062 $4.48M 0.02% -11,114 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: 23,452 shares; 2024Q4: 18,699 shares; 2025Q1: 19,692 shares; 2025Q2: 20,601 shares; 2025Q3: 21,141 shares; 2025Q4: 22,421 shares 22,421 $4.48M 0.02% +1,280 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,152 shares; 2024Q4: 28,159 shares; 2025Q1: 39,500 shares; 2025Q2: 28,938 shares; 2025Q3: 30,222 shares; 2025Q4: 29,402 shares 29,402 $4.47M 0.02% -820 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,876 shares; 2024Q4: 18,952 shares; 2025Q1: 76,692 shares; 2025Q2: 68,879 shares; 2025Q3: 68,861 shares; 2025Q4: 79,805 shares 79,805 $4.45M 0.02% +10,944 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,310 shares; 2024Q4: 33,293 shares; 2025Q1: 33,301 shares; 2025Q2: 29,573 shares; 2025Q3: 30,960 shares; 2025Q4: 31,124 shares 31,124 $4.42M 0.02% +164 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: 141,725 shares; 2024Q4: 34,222 shares; 2025Q1: 33,812 shares; 2025Q2: 26,340 shares; 2025Q3: 32,220 shares; 2025Q4: 37,776 shares 37,776 $4.41M 0.02% +5,556 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000,000 shares; 2024Q4: 3,121,815 shares; 2025Q1: 3,297,158 shares; 2025Q2: 4,297,158 shares; 2025Q3: 4,297,158 shares; 2025Q4: 3,958,802 shares 3,958,802 $4.39M 0.02% -338,356 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478,203 shares; 2024Q4: 823,402 shares; 2025Q1: 525,133 shares; 2025Q2: 526,902 shares; 2025Q3: 526,524 shares; 2025Q4: 526,211 shares 526,211 $4.39M 0.02% -313 FNDA 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: 189,990 shares; 2024Q4: 208,951 shares; 2025Q1: 208,951 shares; 2025Q2: 169,431 shares; 2025Q3: 138,018 shares; 2025Q4: 138,836 shares 138,836 $4.37M 0.02% +818 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: 116,727 shares; 2024Q4: 19,697 shares; 2025Q1: 20,307 shares; 2025Q2: 13,197 shares; 2025Q3: 17,455 shares; 2025Q4: 17,962 shares 17,962 $4.35M 0.02% +507 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,127 shares; 2024Q4: 50,044 shares; 2025Q1: 36,397 shares; 2025Q2: 34,324 shares; 2025Q3: 35,280 shares; 2025Q4: 34,941 shares 34,941 $4.33M 0.02% -339 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,415 shares; 2024Q4: 125,749 shares; 2025Q1: 124,135 shares; 2025Q2: 100,952 shares; 2025Q3: 73,052 shares; 2025Q4: 73,182 shares 73,182 $4.31M 0.02% +130 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,861 shares; 2024Q4: 195,548 shares; 2025Q1: 196,619 shares; 2025Q2: 162,418 shares; 2025Q3: 166,125 shares; 2025Q4: 163,109 shares 163,109 $4.29M 0.02% -3,016 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: 33,003 shares; 2024Q4: 21,751 shares; 2025Q1: 21,945 shares; 2025Q2: 12,261 shares; 2025Q3: 14,265 shares; 2025Q4: 14,656 shares 14,656 $4.25M 0.02% +391 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,925 shares 81,925 $4.25M 0.02% new Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,461 shares; 2024Q4: 15,237 shares; 2025Q1: 24,731 shares; 2025Q2: 33,181 shares; 2025Q3: 24,731 shares; 2025Q4: 24,731 shares 24,731 $4.22M 0.02% 0 Timeline OVLY OAK VY BANCORP OAKDALE CALIF More: the full row for OAK VY BANCORP OAKDALE CALIF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,282 shares; 2024Q4: 140,282 shares; 2025Q1: 140,282 shares; 2025Q2: 140,282 shares; 2025Q3: 140,282 shares; 2025Q4: 140,282 shares 140,282 $4.22M 0.02% 0 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: 48,539 shares; 2024Q4: 54,188 shares; 2025Q1: 44,393 shares; 2025Q2: 19,653 shares; 2025Q3: 20,343 shares; 2025Q4: 22,730 shares 22,730 $4.19M 0.02% +2,387 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW 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: 39,389 shares; 2025Q3: 40,175 shares; 2025Q4: 40,274 shares 40,274 $4.06M 0.02% +99 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,551 shares; 2024Q4: 45,537 shares; 2025Q1: 45,664 shares; 2025Q2: 39,211 shares; 2025Q3: 45,913 shares; 2025Q4: 45,927 shares 45,927 $4.05M 0.02% +14 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: 69,648 shares; 2024Q4: 56,065 shares; 2025Q1: 49,244 shares; 2025Q2: 45,704 shares; 2025Q3: 46,354 shares; 2025Q4: 47,511 shares 47,511 $4.04M 0.02% +1,157 Timeline ISHG ISHARES TR More: 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: 26,595 shares; 2025Q4: 53,095 shares 53,095 $3.99M 0.02% +26,500 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,293 shares; 2025Q1: 28,775 shares; 2025Q2: 79,787 shares; 2025Q3: 92,387 shares; 2025Q4: 100,557 shares 100,557 $3.97M 0.02% +8,170 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 13,147 shares; 2025Q1: 16,456 shares; 2025Q2: 10,241 shares; 2025Q3: 10,583 shares; 2025Q4: 49,744 shares 49,744 $3.97M 0.02% +39,161 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,454 shares; 2024Q4: 118,974 shares; 2025Q1: 120,501 shares; 2025Q2: 117,353 shares; 2025Q3: 76,228 shares; 2025Q4: 75,728 shares 75,728 $3.91M 0.02% -500 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,764 shares; 2024Q4: 34,088 shares; 2025Q1: 26,489 shares; 2025Q2: 19,942 shares; 2025Q3: 17,311 shares; 2025Q4: 17,741 shares 17,741 $3.89M 0.02% +430 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: 163,821 shares; 2024Q4: 114,993 shares; 2025Q1: 113,586 shares; 2025Q2: 57,312 shares; 2025Q3: 59,008 shares; 2025Q4: 64,256 shares 64,256 $3.86M 0.02% +5,248 Timeline ARKG 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: 23,826 shares; 2024Q4: 20,130 shares; 2025Q1: 71,766 shares; 2025Q2: 72,480 shares; 2025Q3: 118,588 shares; 2025Q4: 131,123 shares 131,123 $3.8M 0.02% +12,535 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,983 shares; 2024Q4: 111,697 shares; 2025Q1: 126,212 shares; 2025Q2: 4,352 shares; 2025Q3: 4,362 shares; 2025Q4: 62,377 shares 62,377 $3.79M 0.02% +58,015 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,620 shares; 2024Q4: 13,460 shares; 2025Q1: 11,325 shares; 2025Q2: 9,335 shares; 2025Q3: 9,103 shares; 2025Q4: 9,718 shares 9,718 $3.78M 0.02% +615 Timeline QLD 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: 26,780 shares; 2025Q1: 26,780 shares; 2025Q2: 26,780 shares; 2025Q3: 26,780 shares; 2025Q4: 53,560 shares 53,560 $3.77M 0.02% +26,780 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,416 shares; 2024Q4: 23,342 shares; 2025Q1: 22,550 shares; 2025Q2: 20,697 shares; 2025Q3: 20,879 shares; 2025Q4: 20,874 shares 20,874 $3.76M 0.02% -5 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: 64,799 shares; 2024Q4: 56,576 shares; 2025Q1: 56,332 shares; 2025Q2: 55,639 shares; 2025Q3: 55,664 shares; 2025Q4: 81,794 shares 81,794 $3.76M 0.02% +26,130 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: 84,501 shares; 2024Q4: 7,423 shares; 2025Q1: 7,345 shares; 2025Q2: 6,099 shares; 2025Q3: 5,697 shares; 2025Q4: 5,735 shares 5,735 $3.75M 0.02% +38 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,868 shares; 2024Q4: 51,514 shares; 2025Q1: 55,690 shares; 2025Q2: 51,351 shares; 2025Q3: 50,100 shares; 2025Q4: 49,966 shares 49,966 $3.71M 0.02% -134 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,466 shares; 2024Q4: 16,502 shares; 2025Q1: 16,039 shares; 2025Q2: 23,655 shares; 2025Q3: 29,600 shares; 2025Q4: 61,539 shares 61,539 $3.69M 0.02% +31,939 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,577 shares; 2024Q4: 74,213 shares; 2025Q1: 82,011 shares; 2025Q2: 82,011 shares; 2025Q3: 82,011 shares; 2025Q4: 82,011 shares 82,011 $3.69M 0.02% 0 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: 28,264 shares; 2025Q1: 27,489 shares; 2025Q2: 19,191 shares; 2025Q3: 20,383 shares; 2025Q4: 21,491 shares 21,491 $3.68M 0.02% +1,108 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,133 shares; 2024Q4: 10,282 shares; 2025Q1: 8,293 shares; 2025Q2: 6,180 shares; 2025Q3: 6,170 shares; 2025Q4: 7,192 shares 7,192 $3.67M 0.02% +1,022 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,604 shares; 2024Q4: 28,632 shares; 2025Q1: 28,600 shares; 2025Q2: 27,423 shares; 2025Q3: 29,253 shares; 2025Q4: 32,001 shares 32,001 $3.66M 0.02% +2,748 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,768 shares; 2024Q4: 32,355 shares; 2025Q1: 43,279 shares; 2025Q2: 36,340 shares; 2025Q3: 37,140 shares; 2025Q4: 36,323 shares 36,323 $3.66M 0.02% -817 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: 574,262 shares; 2024Q4: 217,227 shares; 2025Q1: 175,788 shares; 2025Q2: 136,840 shares; 2025Q3: 143,804 shares; 2025Q4: 147,343 shares 147,343 $3.66M 0.02% +3,539 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 53,527 shares; 2025Q3: 54,586 shares; 2025Q4: 55,897 shares 55,897 $3.65M 0.02% +1,311 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,033 shares; 2024Q4: 69,606 shares; 2025Q1: 73,500 shares; 2025Q2: 75,288 shares; 2025Q3: 79,186 shares; 2025Q4: 80,968 shares 80,968 $3.65M 0.02% +1,782 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 4,923 shares; 2025Q1: 5,590 shares; 2025Q2: 53,909 shares; 2025Q3: 56,383 shares; 2025Q4: 56,489 shares 56,489 $3.63M 0.02% +106 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,685 shares; 2024Q4: 37,208 shares; 2025Q1: 43,219 shares; 2025Q2: 40,233 shares; 2025Q3: 40,243 shares; 2025Q4: 40,260 shares 40,260 $3.63M 0.02% +17 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,521 shares; 2024Q4: 134,011 shares; 2025Q1: 161,662 shares; 2025Q2: 35,212 shares; 2025Q3: 41,653 shares; 2025Q4: 43,008 shares 43,008 $3.62M 0.02% +1,355 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,058 shares; 2024Q4: 59,233 shares; 2025Q1: 51,292 shares; 2025Q2: 44,321 shares; 2025Q3: 44,325 shares; 2025Q4: 46,616 shares 46,616 $3.62M 0.02% +2,291 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 796 shares; 2025Q1: 894 shares; 2025Q2: 4,882 shares; 2025Q3: 5,123 shares; 2025Q4: 5,885 shares 5,885 $3.6M 0.02% +762 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,744 shares; 2024Q4: 5,162 shares; 2025Q1: 5,168 shares; 2025Q2: 5,119 shares; 2025Q3: 5,125 shares; 2025Q4: 7,953 shares 7,953 $3.54M 0.02% +2,828 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 10,002 shares; 2025Q1: 10,483 shares; 2025Q2: 20,446 shares; 2025Q3: 21,019 shares; 2025Q4: 21,058 shares 21,058 $3.52M 0.01% +39 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: 728,218 shares; 2024Q4: 220,376 shares; 2025Q1: 210,013 shares; 2025Q2: 109,168 shares; 2025Q3: 113,503 shares; 2025Q4: 117,633 shares 117,633 $3.52M 0.01% +4,130 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: 103,341 shares; 2024Q4: 43,484 shares; 2025Q1: 40,495 shares; 2025Q2: 40,600 shares; 2025Q3: 98,124 shares; 2025Q4: 96,206 shares 96,206 $3.49M 0.01% -1,918 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: 39,308 shares; 2024Q4: 19,016 shares; 2025Q1: 16,548 shares; 2025Q2: 14,377 shares; 2025Q3: 14,903 shares; 2025Q4: 16,062 shares 16,062 $3.49M 0.01% +1,159 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 316,564 shares; 2025Q1: 316,601 shares; 2025Q2: 587,582 shares; 2025Q3: 724,067 shares; 2025Q4: 719,779 shares 719,779 $3.45M 0.01% -4,288 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,831 shares; 2024Q4: 40,287 shares; 2025Q1: 45,653 shares; 2025Q2: 45,683 shares; 2025Q3: 50,428 shares; 2025Q4: 48,323 shares 48,323 $3.45M 0.01% -2,105 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,100 shares; 2024Q4: 51,003 shares; 2025Q1: 45,720 shares; 2025Q2: 48,846 shares; 2025Q3: 57,317 shares; 2025Q4: 57,936 shares 57,936 $3.45M 0.01% +619 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: 24,043 shares; 2024Q4: 16,018 shares; 2025Q1: 14,327 shares; 2025Q2: 12,227 shares; 2025Q3: 7,592 shares; 2025Q4: 7,555 shares 7,555 $3.43M 0.01% -37 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,886 shares; 2024Q4: 7,762 shares; 2025Q1: 11,120 shares; 2025Q2: 8,854 shares; 2025Q3: 9,038 shares; 2025Q4: 7,668 shares 7,668 $3.41M 0.01% -1,370 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: 40,203 shares; 2024Q4: 43,811 shares; 2025Q1: 45,745 shares; 2025Q2: 25,981 shares; 2025Q3: 25,035 shares; 2025Q4: 33,242 shares 33,242 $3.41M 0.01% +8,207 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 10,798 shares; 2025Q1: 11,493 shares; 2025Q2: 8,600 shares; 2025Q3: 9,296 shares; 2025Q4: 8,829 shares 8,829 $3.39M 0.01% -467 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,802 shares; 2024Q4: 59,747 shares; 2025Q1: 61,715 shares; 2025Q2: 55,360 shares; 2025Q3: 66,288 shares; 2025Q4: 67,969 shares 67,969 $3.39M 0.01% +1,681 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: 33,195 shares; 2024Q4: 16,640 shares; 2025Q1: 16,672 shares; 2025Q2: 16,684 shares; 2025Q3: 16,704 shares; 2025Q4: 18,189 shares 18,189 $3.38M 0.01% +1,485 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,646 shares; 2024Q4: 35,668 shares; 2025Q1: 150,378 shares; 2025Q2: 611,257 shares; 2025Q3: 254,277 shares; 2025Q4: 230,128 shares 230,128 $3.35M 0.01% -24,149 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,060 shares 28,060 $3.35M 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,439 shares; 2024Q4: 30,343 shares; 2025Q1: 30,795 shares; 2025Q2: 27,046 shares; 2025Q3: 27,972 shares; 2025Q4: 31,564 shares 31,564 $3.34M 0.01% +3,592 Timeline UDMY UDEMY INC More: the full row for UDEMY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092,600 shares; 2024Q4: 1,092,079 shares; 2025Q1: 1,092,402 shares; 2025Q2: 1,091,785 shares; 2025Q3: 926,652 shares; 2025Q4: 561,252 shares 561,252 $3.28M 0.01% -365,400 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,353 shares; 2024Q4: 36,318 shares; 2025Q1: 39,264 shares; 2025Q2: 119,286 shares; 2025Q3: 140,077 shares; 2025Q4: 111,701 shares 111,701 $3.24M 0.01% -28,376 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 6,587 shares; 2025Q1: 4,287 shares; 2025Q2: 16,168 shares; 2025Q3: 16,878 shares; 2025Q4: 18,219 shares 18,219 $3.23M 0.01% +1,341 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,148 shares; 2024Q4: 1,551 shares; 2025Q1: 3,070 shares; 2025Q2: 3,011 shares; 2025Q3: 3,294 shares; 2025Q4: 11,165 shares 11,165 $3.21M 0.01% +7,871 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,985 shares; 2024Q4: 52,863 shares; 2025Q1: 69,950 shares; 2025Q2: 54,563 shares; 2025Q3: 60,000 shares; 2025Q4: 62,383 shares 62,383 $3.19M 0.01% +2,383 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: 9,011 shares; 2024Q4: 3,056 shares; 2025Q1: 2,352 shares; 2025Q2: 31,340 shares; 2025Q3: 31,912 shares; 2025Q4: 34,883 shares 34,883 $3.18M 0.01% +2,971 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,016 shares; 2024Q4: 12,939 shares; 2025Q1: 14,458 shares; 2025Q2: 28,172 shares; 2025Q3: 38,559 shares; 2025Q4: 38,534 shares 38,534 $3.18M 0.01% -25 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: 81,142 shares; 2024Q4: 20,141 shares; 2025Q1: 20,662 shares; 2025Q2: 27,438 shares; 2025Q3: 28,353 shares; 2025Q4: 27,355 shares 27,355 $3.18M 0.01% -998 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,173 shares; 2024Q4: 7,141 shares; 2025Q1: 6,085 shares; 2025Q2: 5,373 shares; 2025Q3: 5,984 shares; 2025Q4: 20,618 shares 20,618 $3.16M 0.01% +14,634 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 17,350 shares; 2025Q3: 17,455 shares; 2025Q4: 45,231 shares 45,231 $3.16M 0.01% +27,776 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,298 shares; 2024Q4: 454,744 shares; 2025Q1: 472,537 shares; 2025Q2: 81,254 shares; 2025Q3: 296,125 shares; 2025Q4: 79,607 shares 79,607 $3.15M 0.01% -216,518 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,302 shares; 2024Q4: 54,305 shares; 2025Q1: 55,062 shares; 2025Q2: 49,874 shares; 2025Q3: 50,931 shares; 2025Q4: 49,573 shares 49,573 $3.15M 0.01% -1,358 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,621 shares; 2025Q3: 24,974 shares; 2025Q4: 24,718 shares 24,718 $3.13M 0.01% -256 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,435 shares; 2024Q4: 8,678 shares; 2025Q1: 6,738 shares; 2025Q2: 6,107 shares; 2025Q3: 6,220 shares; 2025Q4: 6,338 shares 6,338 $3.11M 0.01% +118 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: 16,716 shares; 2024Q4: 13,557 shares; 2025Q1: 13,468 shares; 2025Q2: 11,706 shares; 2025Q3: 11,712 shares; 2025Q4: 11,083 shares 11,083 $3.09M 0.01% -629 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: 48,030 shares; 2024Q4: 11,984 shares; 2025Q1: 10,054 shares; 2025Q2: 11,161 shares; 2025Q3: 12,404 shares; 2025Q4: 13,550 shares 13,550 $3.09M 0.01% +1,146 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: 39,788 shares; 2024Q4: 8,805 shares; 2025Q1: 8,040 shares; 2025Q2: 4,979 shares; 2025Q3: 5,591 shares; 2025Q4: 5,436 shares 5,436 $3.08M 0.01% -155 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: 83,921 shares; 2024Q4: 52,198 shares; 2025Q1: 56,470 shares; 2025Q2: 36,666 shares; 2025Q3: 74,786 shares; 2025Q4: 41,851 shares 41,851 $3.08M 0.01% -32,935 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,940 shares; 2024Q4: 39,970 shares; 2025Q1: 39,970 shares; 2025Q2: 39,970 shares; 2025Q3: 39,970 shares; 2025Q4: 39,970 shares 39,970 $3.07M 0.01% 0 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,327 shares; 2024Q4: 56,237 shares; 2025Q1: 55,703 shares; 2025Q2: 63,323 shares; 2025Q3: 65,271 shares; 2025Q4: 65,225 shares 65,225 $3.05M 0.01% -46 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,606 shares; 2024Q4: 94,964 shares; 2025Q1: 93,553 shares; 2025Q2: 188,333 shares; 2025Q3: 252,443 shares; 2025Q4: 259,796 shares 259,796 $3.03M 0.01% +7,353 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,462 shares; 2024Q4: 157,462 shares; 2025Q1: 157,462 shares; 2025Q2: 157,462 shares; 2025Q3: 157,462 shares; 2025Q4: 157,462 shares 157,462 $2.99M 0.01% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,609 shares; 2024Q4: not reported; 2025Q1: 68,953 shares; 2025Q2: 68,864 shares; 2025Q3: 68,864 shares; 2025Q4: 68,864 shares 68,864 $2.98M 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,857 shares; 2024Q4: 100,413 shares; 2025Q1: 96,375 shares; 2025Q2: 42,550 shares; 2025Q3: 62,742 shares; 2025Q4: 63,888 shares 63,888 $2.98M 0.01% +1,146 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: 93,655 shares; 2024Q4: 54,722 shares; 2025Q1: 89,355 shares; 2025Q2: 60,511 shares; 2025Q3: 60,634 shares; 2025Q4: 61,851 shares 61,851 $2.96M 0.01% +1,217 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,588 shares; 2024Q4: 65,528 shares; 2025Q1: 63,505 shares; 2025Q2: 75,126 shares; 2025Q3: 75,126 shares; 2025Q4: 75,126 shares 75,126 $2.94M 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,317 shares; 2024Q4: 14,226 shares; 2025Q1: 9,142 shares; 2025Q2: 32,104 shares; 2025Q3: 34,511 shares; 2025Q4: 61,641 shares 61,641 $2.9M 0.01% +27,130 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 7,274 shares; 2025Q3: 13,044 shares; 2025Q4: 39,886 shares 39,886 $2.9M 0.01% +26,842 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,271 shares; 2024Q4: 86,599 shares; 2025Q1: 85,703 shares; 2025Q2: 86,913 shares; 2025Q3: 88,595 shares; 2025Q4: 89,165 shares 89,165 $2.85M 0.01% +570 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 9,936 shares; 2025Q1: 10,176 shares; 2025Q2: 10,651 shares; 2025Q3: 10,747 shares; 2025Q4: 10,481 shares 10,481 $2.82M 0.01% -266 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,243 shares; 2024Q4: 13,158 shares; 2025Q1: 13,158 shares; 2025Q2: 13,158 shares; 2025Q3: 13,158 shares; 2025Q4: 21,822 shares 21,822 $2.82M 0.01% +8,664 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,940 shares; 2024Q4: 40,402 shares; 2025Q1: 38,607 shares; 2025Q2: 24,574 shares; 2025Q3: 24,641 shares; 2025Q4: 24,548 shares 24,548 $2.82M 0.01% -93 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,367 shares; 2024Q4: 17,560 shares; 2025Q1: 15,178 shares; 2025Q2: 57,209 shares; 2025Q3: 60,094 shares; 2025Q4: 59,108 shares 59,108 $2.81M 0.01% -986 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,975 shares; 2024Q4: 64,286 shares; 2025Q1: 84,127 shares; 2025Q2: 52,161 shares; 2025Q3: 52,542 shares; 2025Q4: 55,301 shares 55,301 $2.78M 0.01% +2,759 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,634 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,597 shares; 2025Q4: 10,039 shares 10,039 $2.78M 0.01% +442 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,954 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,368 shares 95,368 $2.78M 0.01% new Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,526 shares; 2024Q4: 96,584 shares; 2025Q1: 94,395 shares; 2025Q2: 90,640 shares; 2025Q3: 80,901 shares; 2025Q4: 80,901 shares 80,901 $2.77M 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,669 shares; 2024Q4: 116,170 shares; 2025Q1: 104,480 shares; 2025Q2: 55,956 shares; 2025Q3: 66,350 shares; 2025Q4: 89,433 shares 89,433 $2.77M 0.01% +23,083 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,775 shares; 2024Q4: 19,703 shares; 2025Q1: 19,703 shares; 2025Q2: 19,703 shares; 2025Q3: 19,881 shares; 2025Q4: 19,865 shares 19,865 $2.77M 0.01% -16 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,996 shares; 2024Q4: 26,961 shares; 2025Q1: 27,063 shares; 2025Q2: 14,542 shares; 2025Q3: 19,406 shares; 2025Q4: 19,201 shares 19,201 $2.77M 0.01% -205 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,666 shares; 2024Q4: 14,591 shares; 2025Q1: 14,424 shares; 2025Q2: 12,966 shares; 2025Q3: 12,988 shares; 2025Q4: 14,963 shares 14,963 $2.76M 0.01% +1,975 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: 22,783 shares; 2025Q1: 27,786 shares; 2025Q2: 28,932 shares; 2025Q3: 38,323 shares; 2025Q4: 38,422 shares 38,422 $2.76M 0.01% +99 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: 495,900 shares; 2024Q4: 375,982 shares; 2025Q1: 249,221 shares; 2025Q2: 169,174 shares; 2025Q3: 170,974 shares; 2025Q4: 158,902 shares 158,902 $2.74M 0.01% -12,072 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 521 shares; 2025Q1: 626 shares; 2025Q2: 2,381 shares; 2025Q3: 2,471 shares; 2025Q4: 2,492 shares 2,492 $2.74M 0.01% +21 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 59,591 shares; 2025Q2: 57,253 shares; 2025Q3: 57,253 shares; 2025Q4: 58,778 shares 58,778 $2.7M 0.01% +1,525 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,748 shares 45,748 $2.68M 0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,299 shares; 2024Q4: 59,595 shares; 2025Q1: 60,389 shares; 2025Q2: 55,630 shares; 2025Q3: 62,040 shares; 2025Q4: 250,957 shares 250,957 $2.65M 0.01% +188,917 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: 14,711 shares; 2024Q4: 10,352 shares; 2025Q1: 10,234 shares; 2025Q2: 9,041 shares; 2025Q3: 9,043 shares; 2025Q4: 8,957 shares 8,957 $2.58M 0.01% -86 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: 21,591 shares; 2024Q4: 10,110 shares; 2025Q1: 12,079 shares; 2025Q2: not reported; 2025Q3: 34,675 shares; 2025Q4: 149,962 shares 149,962 $2.57M 0.01% +115,287 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,754 shares; 2024Q4: 192,813 shares; 2025Q1: 192,356 shares; 2025Q2: 181,949 shares; 2025Q3: 181,662 shares; 2025Q4: 130,316 shares 130,316 $2.57M 0.01% -51,346 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,476 shares; 2024Q4: 24,186 shares; 2025Q1: 24,620 shares; 2025Q2: 18,511 shares; 2025Q3: 19,095 shares; 2025Q4: 19,251 shares 19,251 $2.56M 0.01% +156 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,596 shares; 2024Q4: 18,396 shares; 2025Q1: 18,285 shares; 2025Q2: 24,946 shares; 2025Q3: 25,469 shares; 2025Q4: 28,843 shares 28,843 $2.53M 0.01% +3,374 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,208 shares; 2024Q4: 71,765 shares; 2025Q1: 68,961 shares; 2025Q2: 66,837 shares; 2025Q3: 67,152 shares; 2025Q4: 67,373 shares 67,373 $2.52M 0.01% +221 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,452 shares; 2024Q4: 17,439 shares; 2025Q1: 24,409 shares; 2025Q2: 12,467 shares; 2025Q3: 12,551 shares; 2025Q4: 15,516 shares 15,516 $2.51M 0.01% +2,965 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,252 shares; 2024Q4: 22,596 shares; 2025Q1: 20,087 shares; 2025Q2: 8,868 shares; 2025Q3: 7,940 shares; 2025Q4: 7,861 shares 7,861 $2.5M 0.01% -79 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: 48,282 shares; 2024Q4: 20,022 shares; 2025Q1: 19,075 shares; 2025Q2: 18,304 shares; 2025Q3: 19,171 shares; 2025Q4: 19,327 shares 19,327 $2.49M 0.01% +156 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840,398 shares; 2024Q4: 538,382 shares; 2025Q1: 538,382 shares; 2025Q2: 538,382 shares; 2025Q3: 540,882 shares; 2025Q4: 540,882 shares 540,882 $2.49M 0.01% 0 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: 91,693 shares; 2024Q4: 19,015 shares; 2025Q1: 19,213 shares; 2025Q2: 17,698 shares; 2025Q3: 22,546 shares; 2025Q4: 24,675 shares 24,675 $2.46M 0.01% +2,129 Timeline