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: 1,429,126 shares; 2024Q4: 1,444,022 shares; 2025Q1: 1,616,055 shares; 2025Q2: 1,829,233 shares; 2025Q3: 1,887,453 shares; 2025Q4: 2,032,167 shares 2,032,167 $250M 3.29% +144,714 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: 441,292 shares; 2024Q4: 493,316 shares; 2025Q1: 550,534 shares; 2025Q2: 653,970 shares; 2025Q3: 724,597 shares; 2025Q4: 1,001,643 shares 1,001,643 $212M 2.79% +277,046 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910,887 shares; 2024Q4: 1,960,908 shares; 2025Q1: 2,197,268 shares; 2025Q2: 2,493,174 shares; 2025Q3: 2,967,800 shares; 2025Q4: 3,233,351 shares 3,233,351 $197M 2.58% +265,551 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074,594 shares; 2024Q4: 2,841,707 shares; 2025Q1: 3,034,964 shares; 2025Q2: 3,325,866 shares; 2025Q3: 3,272,114 shares; 2025Q4: 3,362,415 shares 3,362,415 $156M 2.05% +90,301 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: 529,640 shares; 2024Q4: 589,546 shares; 2025Q1: 715,071 shares; 2025Q2: 748,925 shares; 2025Q3: 688,123 shares; 2025Q4: 770,937 shares 770,937 $144M 1.89% +82,814 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: 375,457 shares; 2024Q4: 416,837 shares; 2025Q1: 704,555 shares; 2025Q2: 1,389,661 shares; 2025Q3: 1,534,313 shares; 2025Q4: 2,131,471 shares 2,131,471 $143M 1.88% +597,158 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,985 shares; 2024Q4: 762,151 shares; 2025Q1: 703,448 shares; 2025Q2: 724,802 shares; 2025Q3: 1,007,547 shares; 2025Q4: 1,174,286 shares 1,174,286 $138M 1.81% +166,739 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388,678 shares; 2024Q4: 1,554,907 shares; 2025Q1: 1,199,297 shares; 2025Q2: 2,018,261 shares; 2025Q3: 2,075,754 shares; 2025Q4: 1,805,445 shares 1,805,445 $129M 1.69% -270,309 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: 27,611 shares; 2024Q4: 28,951 shares; 2025Q1: 114,870 shares; 2025Q2: 166,007 shares; 2025Q3: 345,218 shares; 2025Q4: 374,545 shares 374,545 $128M 1.68% +29,327 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 330,850 shares; 2025Q4: 406,107 shares 406,107 $122M 1.6% +75,257 Timeline AEMS TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 11,532,559 shares 11,532,559 $120M 1.57% new 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: 341,617 shares; 2024Q4: 363,124 shares; 2025Q1: 371,159 shares; 2025Q2: 392,876 shares; 2025Q3: 400,683 shares; 2025Q4: 418,362 shares 418,362 $114M 1.49% +17,679 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: 660,369 shares; 2024Q4: 692,942 shares; 2025Q1: 751,386 shares; 2025Q2: 853,617 shares; 2025Q3: 827,748 shares; 2025Q4: 536,023 shares 536,023 $106M 1.4% -291,725 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: 192,871 shares; 2024Q4: 214,102 shares; 2025Q1: 262,209 shares; 2025Q2: 291,477 shares; 2025Q3: 162,506 shares; 2025Q4: 152,699 shares 152,699 $104M 1.37% -9,807 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: 258,121 shares; 2024Q4: 272,812 shares; 2025Q1: 270,684 shares; 2025Q2: 236,863 shares; 2025Q3: 291,511 shares; 2025Q4: 259,450 shares 259,450 $103M 1.35% -32,061 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,117 shares; 2024Q4: 225,033 shares; 2025Q1: 366,930 shares; 2025Q2: 333,729 shares; 2025Q3: 257,073 shares; 2025Q4: 400,402 shares 400,402 $100M 1.31% +143,329 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: 143,095 shares; 2024Q4: 170,860 shares; 2025Q1: 161,344 shares; 2025Q2: 171,900 shares; 2025Q3: 181,604 shares; 2025Q4: 205,375 shares 205,375 $99.3M 1.3% +23,771 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: 165,556 shares; 2024Q4: 196,185 shares; 2025Q1: 114,245 shares; 2025Q2: 161,641 shares; 2025Q3: 117,192 shares; 2025Q4: 147,134 shares 147,134 $90.4M 1.19% +29,942 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: 893,198 shares; 2024Q4: 703,960 shares; 2025Q1: 825,833 shares; 2025Q2: 1,172,024 shares; 2025Q3: 1,742,516 shares; 2025Q4: 912,502 shares 912,502 $83.4M 1.09% -830,014 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380,699 shares; 2025Q2: 381,103 shares; 2025Q3: 178,626 shares; 2025Q4: 537,572 shares 537,572 $79.4M 1.04% +358,946 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835,203 shares; 2024Q4: 4,959,183 shares; 2025Q1: 5,127,474 shares; 2025Q2: 4,963,664 shares; 2025Q3: 4,656,109 shares; 2025Q4: 4,677,074 shares 4,677,074 $79.3M 1.04% +20,965 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: 146,100 shares; 2024Q4: 183,230 shares; 2025Q1: 193,624 shares; 2025Q2: 210,950 shares; 2025Q3: 219,440 shares; 2025Q4: 246,019 shares 246,019 $77M 1.01% +26,579 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924,155 shares; 2025Q3: 1,927,784 shares; 2025Q4: 2,147,987 shares 2,147,987 $71.5M 0.94% +220,203 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076,419 shares; 2024Q4: 4,570,536 shares; 2025Q1: 4,146,493 shares; 2025Q2: 3,657,365 shares; 2025Q3: 3,195,426 shares; 2025Q4: 2,791,765 shares 2,791,765 $70.6M 0.93% -403,661 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: 545,151 shares; 2024Q4: 598,862 shares; 2025Q1: 655,533 shares; 2025Q2: 864,900 shares; 2025Q3: 815,786 shares; 2025Q4: 818,322 shares 818,322 $66.4M 0.87% +2,536 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: 261,465 shares; 2024Q4: 319,669 shares; 2025Q1: 384,290 shares; 2025Q2: 462,049 shares; 2025Q3: 506,705 shares; 2025Q4: 562,518 shares 562,518 $65.6M 0.86% +55,813 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,022 shares; 2025Q2: 1,404,215 shares; 2025Q3: 1,526,018 shares; 2025Q4: 1,653,979 shares 1,653,979 $63.8M 0.84% +127,961 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: 184,594 shares; 2024Q4: 212,522 shares; 2025Q1: 237,115 shares; 2025Q2: 241,199 shares; 2025Q3: 258,029 shares; 2025Q4: 274,547 shares 274,547 $63.4M 0.83% +16,518 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: 24,908 shares; 2024Q4: 41,446 shares; 2025Q1: 196,787 shares; 2025Q2: 219,638 shares; 2025Q3: 699,126 shares; 2025Q4: 1,579,638 shares 1,579,638 $62.5M 0.82% +880,512 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: 113,338 shares; 2024Q4: 128,304 shares; 2025Q1: 145,741 shares; 2025Q2: 159,070 shares; 2025Q3: 173,552 shares; 2025Q4: 192,556 shares 192,556 $62M 0.81% +19,004 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724,634 shares; 2024Q4: 4,279,429 shares; 2025Q1: 3,902,361 shares; 2025Q2: 3,432,086 shares; 2025Q3: 2,971,920 shares; 2025Q4: 2,603,444 shares 2,603,444 $60.5M 0.79% -368,476 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 214,682 shares; 2025Q2: 241,189 shares; 2025Q3: 246,846 shares; 2025Q4: 258,283 shares 258,283 $60.4M 0.79% +11,437 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: 33,055 shares; 2024Q4: 37,140 shares; 2025Q1: 43,194 shares; 2025Q2: 48,662 shares; 2025Q3: 51,918 shares; 2025Q4: 54,997 shares 54,997 $59.1M 0.78% +3,079 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377,857 shares; 2025Q2: 407,737 shares; 2025Q3: 434,686 shares; 2025Q4: 502,354 shares 502,354 $56.8M 0.75% +67,668 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: 61,380 shares; 2024Q4: 71,945 shares; 2025Q1: 230,348 shares; 2025Q2: 264,872 shares; 2025Q3: 286,574 shares; 2025Q4: 317,190 shares 317,190 $56.3M 0.74% +30,616 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: 226,236 shares; 2024Q4: 237,301 shares; 2025Q1: 262,634 shares; 2025Q2: 89,394 shares; 2025Q3: 74,258 shares; 2025Q4: 81,204 shares 81,204 $55.6M 0.73% +6,946 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: 68,720 shares; 2024Q4: 99,439 shares; 2025Q1: 74,556 shares; 2025Q2: 95,030 shares; 2025Q3: 115,063 shares; 2025Q4: 111,967 shares 111,967 $54.6M 0.72% -3,096 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: 411,586 shares; 2024Q4: 505,855 shares; 2025Q1: 535,674 shares; 2025Q2: 696,240 shares; 2025Q3: 866,655 shares; 2025Q4: 847,369 shares 847,369 $54.6M 0.72% -19,286 Timeline IHE ISHARES TR More: 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: 642,617 shares 642,617 $54.5M 0.71% new 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: 1,804 shares; 2024Q4: 8,315 shares; 2025Q1: 47,923 shares; 2025Q2: 51,033 shares; 2025Q3: 55,626 shares; 2025Q4: 61,538 shares 61,538 $54.1M 0.71% +5,912 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,355 shares; 2024Q4: 50,692 shares; 2025Q1: 354,097 shares; 2025Q2: 503,402 shares; 2025Q3: 565,829 shares; 2025Q4: 518,407 shares 518,407 $52.7M 0.69% -47,422 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: 131,875 shares; 2024Q4: 164,593 shares; 2025Q1: 190,880 shares; 2025Q2: 212,718 shares; 2025Q3: 226,605 shares; 2025Q4: 268,190 shares 268,190 $52.3M 0.69% +41,585 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: 54,892 shares; 2024Q4: 54,558 shares; 2025Q1: 52,337 shares; 2025Q2: 70,448 shares; 2025Q3: 74,614 shares; 2025Q4: 80,851 shares 80,851 $50.7M 0.66% +6,237 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: 51,250 shares; 2024Q4: 56,875 shares; 2025Q1: 61,633 shares; 2025Q2: 62,316 shares; 2025Q3: 63,423 shares; 2025Q4: 70,221 shares 70,221 $46.4M 0.61% +6,798 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,530 shares; 2024Q4: 370,039 shares; 2025Q1: 390,333 shares; 2025Q2: 449,204 shares; 2025Q3: 422,372 shares; 2025Q4: 449,470 shares 449,470 $42.8M 0.56% +27,098 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,458 shares; 2024Q4: 593,293 shares; 2025Q1: 639,646 shares; 2025Q2: 739,581 shares; 2025Q3: 760,868 shares; 2025Q4: 809,772 shares 809,772 $42.7M 0.56% +48,904 Timeline BALT 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: 219,094 shares; 2024Q4: 199,068 shares; 2025Q1: 208,238 shares; 2025Q2: 268,323 shares; 2025Q3: 535,146 shares; 2025Q4: 1,226,639 shares 1,226,639 $41.1M 0.54% +691,493 Timeline ADFI TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950,587 shares; 2024Q4: 5,113,958 shares; 2025Q1: 5,371,907 shares; 2025Q2: 5,185,426 shares; 2025Q3: 4,882,014 shares; 2025Q4: 4,754,884 shares 4,754,884 $40.8M 0.53% -127,130 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,953 shares; 2024Q4: 185,512 shares; 2025Q1: 188,796 shares; 2025Q2: 198,024 shares; 2025Q3: 219,439 shares; 2025Q4: 250,402 shares 250,402 $40.6M 0.53% +30,963 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: 120,970 shares; 2024Q4: 103,098 shares; 2025Q1: 107,029 shares; 2025Q2: 109,762 shares; 2025Q3: 110,190 shares; 2025Q4: 265,745 shares 265,745 $40.4M 0.53% +155,555 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,091 shares; 2024Q4: 415,611 shares; 2025Q1: 410,852 shares; 2025Q2: 462,863 shares; 2025Q3: 475,424 shares; 2025Q4: 356,543 shares 356,543 $39.3M 0.52% -118,881 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: 360,065 shares; 2024Q4: 402,810 shares; 2025Q1: 415,047 shares; 2025Q2: 432,815 shares; 2025Q3: 453,020 shares; 2025Q4: 471,974 shares 471,974 $38.9M 0.51% +18,954 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179,133 shares; 2025Q4: 519,915 shares 519,915 $38.3M 0.5% +340,782 Timeline RPHS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,761,345 shares; 2024Q4: 4,570,703 shares; 2025Q1: 4,515,543 shares; 2025Q2: 4,124,581 shares; 2025Q3: 3,814,040 shares; 2025Q4: 3,737,087 shares 3,737,087 $38M 0.5% -76,953 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: 19,249 shares; 2024Q4: 26,322 shares; 2025Q1: 27,442 shares; 2025Q2: 29,926 shares; 2025Q3: 31,997 shares; 2025Q4: 35,290 shares 35,290 $37.8M 0.5% +3,293 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166,918 shares; 2025Q4: 175,822 shares 175,822 $37.7M 0.5% +8,904 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: 386,985 shares; 2024Q4: 441,678 shares; 2025Q1: 466,758 shares; 2025Q2: 538,030 shares; 2025Q3: 567,249 shares; 2025Q4: 626,383 shares 626,383 $37.4M 0.49% +59,134 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861,805 shares; 2024Q4: 2,578,594 shares; 2025Q1: 2,347,417 shares; 2025Q2: 2,062,721 shares; 2025Q3: 1,807,958 shares; 2025Q4: 1,532,983 shares 1,532,983 $36.8M 0.48% -274,975 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: 78,362 shares; 2024Q4: 86,544 shares; 2025Q1: 100,572 shares; 2025Q2: 131,132 shares; 2025Q3: 95,308 shares; 2025Q4: 104,884 shares 104,884 $35.2M 0.46% +9,576 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,352 shares; 2024Q4: 155,440 shares; 2025Q1: 166,944 shares; 2025Q2: 182,286 shares; 2025Q3: 197,512 shares; 2025Q4: 225,415 shares 225,415 $33M 0.43% +27,903 Timeline DBND 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: 263,745 shares; 2024Q4: 189,587 shares; 2025Q1: 217,464 shares; 2025Q2: 393,834 shares; 2025Q3: 540,715 shares; 2025Q4: 700,920 shares 700,920 $32.5M 0.43% +160,205 Timeline IAGG ISHARES TR More: 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: 565,990 shares; 2025Q3: 596,180 shares; 2025Q4: 646,870 shares 646,870 $32.3M 0.42% +50,690 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: 49,994 shares; 2024Q4: 57,718 shares; 2025Q1: 60,020 shares; 2025Q2: 70,790 shares; 2025Q3: 75,862 shares; 2025Q4: 84,436 shares 84,436 $29.6M 0.39% +8,574 Timeline DMBS 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: 204,038 shares; 2024Q4: 151,368 shares; 2025Q1: 177,190 shares; 2025Q2: 338,537 shares; 2025Q3: 431,365 shares; 2025Q4: 576,507 shares 576,507 $28.6M 0.38% +145,142 Timeline FLRT 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: 816,343 shares; 2024Q4: 873,558 shares; 2025Q1: 950,130 shares; 2025Q2: 801,399 shares; 2025Q3: 715,619 shares; 2025Q4: 596,413 shares 596,413 $28.1M 0.37% -119,206 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: 100,078 shares; 2024Q4: 106,131 shares; 2025Q1: 139,224 shares; 2025Q2: 331,830 shares; 2025Q3: 318,248 shares; 2025Q4: 521,381 shares 521,381 $27.1M 0.35% +203,133 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: 252,791 shares; 2024Q4: 297,600 shares; 2025Q1: 311,353 shares; 2025Q2: 377,630 shares; 2025Q3: 467,999 shares; 2025Q4: 544,159 shares 544,159 $27M 0.35% +76,160 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,685 shares; 2024Q4: 112,079 shares; 2025Q1: 151,780 shares; 2025Q2: 391,299 shares; 2025Q3: 320,478 shares; 2025Q4: 556,630 shares 556,630 $26.3M 0.35% +236,152 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: 152,428 shares; 2024Q4: 178,778 shares; 2025Q1: 31,682 shares; 2025Q2: 33,583 shares; 2025Q3: 170,156 shares; 2025Q4: 164,925 shares 164,925 $25.6M 0.34% -5,231 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: 31,721 shares; 2024Q4: 36,473 shares; 2025Q1: 70,775 shares; 2025Q2: 78,663 shares; 2025Q3: 88,704 shares; 2025Q4: 96,236 shares 96,236 $25.5M 0.33% +7,532 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,023 shares; 2024Q4: 356,996 shares; 2025Q1: 426,954 shares; 2025Q2: 502,887 shares; 2025Q3: 507,680 shares; 2025Q4: 531,618 shares 531,618 $25.4M 0.33% +23,938 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,261 shares; 2024Q4: 298,004 shares; 2025Q1: 241,841 shares; 2025Q2: 277,590 shares; 2025Q3: 319,101 shares; 2025Q4: 355,234 shares 355,234 $24.7M 0.32% +36,133 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: 57,059 shares; 2024Q4: 74,618 shares; 2025Q1: 100,786 shares; 2025Q2: 105,814 shares; 2025Q3: 115,803 shares; 2025Q4: 128,986 shares 128,986 $23.7M 0.31% +13,183 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,267 shares; 2024Q4: 42,804 shares; 2025Q1: 138,759 shares; 2025Q2: 132,648 shares; 2025Q3: 94,594 shares; 2025Q4: 196,197 shares 196,197 $23.4M 0.31% +101,603 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: 25,422 shares; 2024Q4: 30,593 shares; 2025Q1: 32,484 shares; 2025Q2: 33,940 shares; 2025Q3: 36,793 shares; 2025Q4: 40,592 shares 40,592 $23.2M 0.3% +3,799 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: 203,278 shares; 2024Q4: 216,328 shares; 2025Q1: 224,774 shares; 2025Q2: 247,837 shares; 2025Q3: 253,469 shares; 2025Q4: 275,673 shares 275,673 $23.1M 0.3% +22,204 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: 224,176 shares; 2024Q4: 258,610 shares; 2025Q1: 244,015 shares; 2025Q2: 313,541 shares; 2025Q3: 328,425 shares; 2025Q4: 394,399 shares 394,399 $22.7M 0.3% +65,974 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,001 shares; 2024Q4: 146,632 shares; 2025Q1: 164,123 shares; 2025Q2: 203,309 shares; 2025Q3: 224,580 shares; 2025Q4: 257,096 shares 257,096 $22.4M 0.29% +32,516 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,259 shares; 2024Q4: 361,864 shares; 2025Q1: 385,096 shares; 2025Q2: 391,952 shares; 2025Q3: 342,201 shares; 2025Q4: 370,262 shares 370,262 $22.2M 0.29% +28,061 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: 260,181 shares; 2024Q4: 299,874 shares; 2025Q1: 196,547 shares; 2025Q2: 181,884 shares; 2025Q3: 185,730 shares; 2025Q4: 183,799 shares 183,799 $22.1M 0.29% -1,931 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,575 shares; 2024Q4: 60,080 shares; 2025Q1: 63,745 shares; 2025Q2: 64,620 shares; 2025Q3: 217,189 shares; 2025Q4: 613,176 shares 613,176 $21.1M 0.28% +395,987 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,307 shares; 2024Q4: 235,772 shares; 2025Q1: 261,801 shares; 2025Q2: 288,432 shares; 2025Q3: 300,333 shares; 2025Q4: 321,733 shares 321,733 $20.9M 0.27% +21,400 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: 30,301 shares; 2024Q4: 38,116 shares; 2025Q1: 44,001 shares; 2025Q2: 55,990 shares; 2025Q3: 61,152 shares; 2025Q4: 68,706 shares 68,706 $20.4M 0.27% +7,554 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,749 shares; 2024Q4: 112,696 shares; 2025Q1: 116,160 shares; 2025Q2: 122,887 shares; 2025Q3: 126,257 shares; 2025Q4: 129,734 shares 129,734 $19.9M 0.26% +3,477 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: 34,694 shares; 2024Q4: 36,101 shares; 2025Q1: 38,692 shares; 2025Q2: 44,302 shares; 2025Q3: 43,997 shares; 2025Q4: 43,547 shares 43,547 $19.6M 0.26% -450 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: 25,907 shares; 2024Q4: 37,289 shares; 2025Q1: 37,757 shares; 2025Q2: 42,808 shares; 2025Q3: 49,561 shares; 2025Q4: 56,357 shares 56,357 $19.5M 0.26% +6,796 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,550 shares; 2024Q4: 101,199 shares; 2025Q1: 133,637 shares; 2025Q2: 139,685 shares; 2025Q3: 144,298 shares; 2025Q4: 148,658 shares 148,658 $19.4M 0.25% +4,360 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: 20,614 shares; 2024Q4: 22,404 shares; 2025Q1: 35,067 shares; 2025Q2: 59,412 shares; 2025Q3: 47,768 shares; 2025Q4: 120,601 shares 120,601 $19.3M 0.25% +72,833 Timeline DCMT 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: 534,498 shares; 2024Q4: 614,742 shares; 2025Q1: 667,795 shares; 2025Q2: 598,856 shares; 2025Q3: 618,117 shares; 2025Q4: 721,951 shares 721,951 $18.8M 0.25% +103,834 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: 30,621 shares; 2024Q4: 33,063 shares; 2025Q1: 27,883 shares; 2025Q2: 31,464 shares; 2025Q3: 35,454 shares; 2025Q4: 37,446 shares 37,446 $18.8M 0.25% +1,992 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: 143,017 shares; 2024Q4: 162,799 shares; 2025Q1: 198,907 shares; 2025Q2: 248,467 shares; 2025Q3: 271,302 shares; 2025Q4: 312,244 shares 312,244 $18.8M 0.25% +40,942 Timeline CAPE 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: 140,309 shares; 2024Q4: 279,300 shares; 2025Q1: 285,712 shares; 2025Q2: 352,924 shares; 2025Q3: 514,499 shares; 2025Q4: 571,950 shares 571,950 $18.4M 0.24% +57,451 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,891 shares; 2024Q4: 130,554 shares; 2025Q1: 139,570 shares; 2025Q2: 135,799 shares; 2025Q3: 132,626 shares; 2025Q4: 126,356 shares 126,356 $18.2M 0.24% -6,270 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: 42,220 shares; 2024Q4: 49,666 shares; 2025Q1: 63,880 shares; 2025Q2: 86,341 shares; 2025Q3: 95,083 shares; 2025Q4: 116,996 shares 116,996 $18M 0.24% +21,913 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: 26,207 shares; 2024Q4: 62,163 shares; 2025Q1: 69,118 shares; 2025Q2: 74,453 shares; 2025Q3: 83,603 shares; 2025Q4: 97,129 shares 97,129 $17.9M 0.23% +13,526 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,411 shares; 2024Q4: 68,652 shares; 2025Q1: 70,210 shares; 2025Q2: 72,856 shares; 2025Q3: 79,339 shares; 2025Q4: 91,692 shares 91,692 $17.8M 0.23% +12,353 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,500 shares; 2024Q4: 359,110 shares; 2025Q1: 345,153 shares; 2025Q2: 347,158 shares; 2025Q3: 323,997 shares; 2025Q4: 302,545 shares 302,545 $17.8M 0.23% -21,452 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 256,326 shares; 2025Q2: 249,612 shares; 2025Q3: 241,838 shares; 2025Q4: 237,289 shares 237,289 $17.8M 0.23% -4,549 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 5,972 shares; 2025Q1: 5,915 shares; 2025Q2: 7,204 shares; 2025Q3: not reported; 2025Q4: 285,784 shares 285,784 $17.8M 0.23% new Timeline FIG FIGMA INC More: the full row for FIGMA 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: 468,166 shares 468,166 $17.5M 0.23% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,339 shares; 2024Q4: 23,802 shares; 2025Q1: 8,525 shares; 2025Q2: 28,962 shares; 2025Q3: 279,553 shares; 2025Q4: 216,590 shares 216,590 $17.5M 0.23% -62,963 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: 37,645 shares; 2024Q4: 38,369 shares; 2025Q1: 38,277 shares; 2025Q2: 38,694 shares; 2025Q3: 58,673 shares; 2025Q4: 67,295 shares 67,295 $17M 0.22% +8,622 Timeline VCRB 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: 212,335 shares; 2024Q4: 171,100 shares; 2025Q1: 174,754 shares; 2025Q2: 187,202 shares; 2025Q3: 199,672 shares; 2025Q4: 218,462 shares 218,462 $17M 0.22% +18,790 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,336 shares; 2024Q4: 17,908 shares; 2025Q1: 4,453 shares; 2025Q2: 21,262 shares; 2025Q3: 102,311 shares; 2025Q4: 153,648 shares 153,648 $16.9M 0.22% +51,337 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: 164,262 shares; 2024Q4: 173,435 shares; 2025Q1: 179,778 shares; 2025Q2: 187,205 shares; 2025Q3: 220,439 shares; 2025Q4: 218,004 shares 218,004 $16.8M 0.22% -2,435 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,130 shares; 2025Q1: 175,884 shares; 2025Q2: 168,802 shares; 2025Q3: 164,359 shares; 2025Q4: 163,284 shares 163,284 $16.7M 0.22% -1,075 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264,002 shares 1,264,002 $16.5M 0.22% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,235 shares; 2024Q4: 72,432 shares; 2025Q1: 87,193 shares; 2025Q2: 113,741 shares; 2025Q3: 151,684 shares; 2025Q4: 179,907 shares 179,907 $16.1M 0.21% +28,223 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447,748 shares; 2025Q4: 455,614 shares 455,614 $16M 0.21% +7,866 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: 83,937 shares; 2024Q4: 366,409 shares; 2025Q1: 363,946 shares; 2025Q2: 409,139 shares; 2025Q3: 435,539 shares; 2025Q4: 482,907 shares 482,907 $15.8M 0.21% +47,368 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: 174,072 shares; 2024Q4: 222,366 shares; 2025Q1: 242,204 shares; 2025Q2: 288,029 shares; 2025Q3: 320,820 shares; 2025Q4: 383,281 shares 383,281 $15.6M 0.2% +62,461 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: 8,172 shares; 2024Q4: 10,358 shares; 2025Q1: 11,801 shares; 2025Q2: 16,422 shares; 2025Q3: 18,499 shares; 2025Q4: 20,466 shares 20,466 $15.4M 0.2% +1,967 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: 121,229 shares; 2024Q4: 124,477 shares; 2025Q1: 127,480 shares; 2025Q2: 132,545 shares; 2025Q3: 135,245 shares; 2025Q4: 134,182 shares 134,182 $15M 0.2% -1,063 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: 292,688 shares; 2024Q4: 348,019 shares; 2025Q1: 406,399 shares; 2025Q2: 471,253 shares; 2025Q3: 524,913 shares; 2025Q4: 596,504 shares 596,504 $14.8M 0.19% +71,591 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,994 shares; 2024Q4: 87,621 shares; 2025Q1: 106,315 shares; 2025Q2: 138,945 shares; 2025Q3: 155,777 shares; 2025Q4: 182,882 shares 182,882 $14.7M 0.19% +27,105 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,239 shares; 2024Q4: 31,052 shares; 2025Q1: 34,812 shares; 2025Q2: 37,487 shares; 2025Q3: 38,324 shares; 2025Q4: 347,940 shares 347,940 $14.5M 0.19% +309,616 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,556 shares; 2024Q4: 66,189 shares; 2025Q1: 32,936 shares; 2025Q2: 33,894 shares; 2025Q3: 33,287 shares; 2025Q4: 35,125 shares 35,125 $14.5M 0.19% +1,838 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: 52,245 shares; 2024Q4: 63,329 shares; 2025Q1: 68,093 shares; 2025Q2: 77,024 shares; 2025Q3: 82,620 shares; 2025Q4: 100,676 shares 100,676 $14.4M 0.19% +18,056 Timeline DFVE 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: 42,432 shares; 2024Q4: 115,929 shares; 2025Q1: 184,188 shares; 2025Q2: 229,062 shares; 2025Q3: 327,014 shares; 2025Q4: 447,005 shares 447,005 $14.3M 0.19% +119,991 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,497 shares; 2024Q4: 48,036 shares; 2025Q1: 48,482 shares; 2025Q2: 46,808 shares; 2025Q3: 196,404 shares; 2025Q4: 175,018 shares 175,018 $14M 0.18% -21,386 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,247 shares; 2024Q4: 35,722 shares; 2025Q1: 50,141 shares; 2025Q2: 45,084 shares; 2025Q3: 8,536 shares; 2025Q4: 324,853 shares 324,853 $13.9M 0.18% +316,317 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: 16,656 shares; 2024Q4: 22,616 shares; 2025Q1: 24,759 shares; 2025Q2: 38,335 shares; 2025Q3: 39,062 shares; 2025Q4: 42,354 shares 42,354 $13.9M 0.18% +3,292 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: 61,998 shares; 2024Q4: 68,805 shares; 2025Q1: 72,082 shares; 2025Q2: 90,382 shares; 2025Q3: 66,786 shares; 2025Q4: 77,406 shares 77,406 $13.8M 0.18% +10,620 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: 2,649 shares; 2024Q4: 5,926 shares; 2025Q1: 2,659 shares; 2025Q2: 2,076 shares; 2025Q3: 2,048 shares; 2025Q4: 27,434 shares 27,434 $13.2M 0.17% +25,386 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 183,524 shares; 2025Q2: 202,577 shares; 2025Q3: 329,625 shares; 2025Q4: 334,481 shares 334,481 $13.2M 0.17% +4,856 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: 67,122 shares; 2024Q4: 86,390 shares; 2025Q1: 100,042 shares; 2025Q2: 129,930 shares; 2025Q3: 136,087 shares; 2025Q4: 147,905 shares 147,905 $13.1M 0.17% +11,818 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: 4,145 shares; 2024Q4: 5,588 shares; 2025Q1: 61,483 shares; 2025Q2: 73,268 shares; 2025Q3: 81,505 shares; 2025Q4: 97,186 shares 97,186 $12.9M 0.17% +15,681 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,221 shares; 2025Q2: 204,669 shares; 2025Q3: 240,635 shares; 2025Q4: 151,266 shares 151,266 $12.8M 0.17% -89,369 Timeline DMX 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: 39,472 shares; 2025Q2: 134,630 shares; 2025Q3: 163,628 shares; 2025Q4: 249,936 shares 249,936 $12.6M 0.17% +86,308 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 207,331 shares 207,331 $12.5M 0.16% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,519 shares; 2025Q3: 5,296 shares; 2025Q4: 254,505 shares 254,505 $12.3M 0.16% +249,209 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 370,392 shares; 2025Q2: 409,225 shares; 2025Q3: 410,982 shares; 2025Q4: 471,032 shares 471,032 $12.3M 0.16% +60,050 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,998 shares; 2024Q4: 252,888 shares; 2025Q1: 252,445 shares; 2025Q2: 247,518 shares; 2025Q3: 245,931 shares; 2025Q4: 244,164 shares 244,164 $12.2M 0.16% -1,767 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259,220 shares; 2025Q4: 141,421 shares 141,421 $12.1M 0.16% -117,799 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: 49,665 shares; 2024Q4: 63,082 shares; 2025Q1: 65,558 shares; 2025Q2: 82,876 shares; 2025Q3: 91,142 shares; 2025Q4: 98,745 shares 98,745 $12.1M 0.16% +7,603 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,300 shares; 2024Q4: 180,117 shares; 2025Q1: 172,816 shares; 2025Q2: 331,122 shares; 2025Q3: 158,715 shares; 2025Q4: 145,789 shares 145,789 $12.1M 0.16% -12,926 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: 14,642 shares; 2024Q4: 16,445 shares; 2025Q1: 14,192 shares; 2025Q2: 15,882 shares; 2025Q3: 15,424 shares; 2025Q4: 13,590 shares 13,590 $11.7M 0.15% -1,834 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: 247,584 shares; 2024Q4: 810,412 shares; 2025Q1: 968,876 shares; 2025Q2: 1,092,428 shares; 2025Q3: 377,989 shares; 2025Q4: 433,363 shares 433,363 $11.7M 0.15% +55,374 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: 68,449 shares; 2024Q4: 77,752 shares; 2025Q1: 133,149 shares; 2025Q2: 160,730 shares; 2025Q3: 96,858 shares; 2025Q4: 102,867 shares 102,867 $11.5M 0.15% +6,009 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: 676,196 shares; 2024Q4: 881,449 shares; 2025Q1: 532,070 shares; 2025Q2: 597,452 shares; 2025Q3: 100,549 shares; 2025Q4: 99,781 shares 99,781 $11.4M 0.15% -768 Timeline AVSC 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: 160,698 shares; 2024Q4: 166,386 shares; 2025Q1: 171,155 shares; 2025Q2: 181,846 shares; 2025Q3: 184,154 shares; 2025Q4: 190,110 shares 190,110 $11.2M 0.15% +5,956 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: 417,266 shares; 2024Q4: 655,275 shares; 2025Q1: 743,633 shares; 2025Q2: 512,190 shares; 2025Q3: 513,758 shares; 2025Q4: 531,037 shares 531,037 $11.2M 0.15% +17,279 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,993 shares; 2025Q4: 133,178 shares 133,178 $11.1M 0.15% +27,185 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: 70,449 shares; 2024Q4: 121,770 shares; 2025Q1: 142,549 shares; 2025Q2: 167,545 shares; 2025Q3: 243,477 shares; 2025Q4: 236,614 shares 236,614 $10.5M 0.14% -6,863 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,088 shares; 2024Q4: 184,977 shares; 2025Q1: 185,283 shares; 2025Q2: 181,321 shares; 2025Q3: 264,987 shares; 2025Q4: 268,712 shares 268,712 $10.3M 0.14% +3,725 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: 64,877 shares; 2024Q4: 20,739 shares; 2025Q1: 22,567 shares; 2025Q2: 24,913 shares; 2025Q3: 27,093 shares; 2025Q4: 44,529 shares 44,529 $10.2M 0.13% +17,436 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,762 shares; 2025Q4: 305,395 shares 305,395 $10M 0.13% +192,633 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: 23,054 shares; 2024Q4: 25,197 shares; 2025Q1: 23,602 shares; 2025Q2: 25,140 shares; 2025Q3: 27,220 shares; 2025Q4: 31,368 shares 31,368 $9.53M 0.13% +4,148 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: 70,986 shares; 2025Q1: 67,836 shares; 2025Q2: 72,467 shares; 2025Q3: 43,264 shares; 2025Q4: 55,370 shares 55,370 $9.48M 0.12% +12,106 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,785 shares; 2024Q4: 49,805 shares; 2025Q1: 180,536 shares; 2025Q2: 202,531 shares; 2025Q3: 190,244 shares; 2025Q4: 185,725 shares 185,725 $9.39M 0.12% -4,519 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: 30,143 shares; 2024Q4: 30,167 shares; 2025Q1: 19,685 shares; 2025Q2: 8,513 shares; 2025Q3: 35,306 shares; 2025Q4: 210,098 shares 210,098 $9.39M 0.12% +174,792 Timeline EMGF 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: 174,887 shares; 2024Q4: 183,632 shares; 2025Q1: 131,543 shares; 2025Q2: 134,948 shares; 2025Q3: 158,068 shares; 2025Q4: 161,217 shares 161,217 $9.33M 0.12% +3,149 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: 275,058 shares; 2024Q4: 290,363 shares; 2025Q1: 219,515 shares; 2025Q2: 251,944 shares; 2025Q3: 266,163 shares; 2025Q4: 290,379 shares 290,379 $9.31M 0.12% +24,216 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316,450 shares; 2024Q4: 1,420,665 shares; 2025Q1: 1,363,714 shares; 2025Q2: 1,103,496 shares; 2025Q3: 979,021 shares; 2025Q4: 981,680 shares 981,680 $9.24M 0.12% +2,659 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,083 shares; 2024Q4: 73,563 shares; 2025Q1: 82,564 shares; 2025Q2: 83,907 shares; 2025Q3: 89,652 shares; 2025Q4: 102,479 shares 102,479 $9.16M 0.12% +12,827 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: 3,724 shares; 2024Q4: 13,961 shares; 2025Q1: 20,254 shares; 2025Q2: 41,437 shares; 2025Q3: 51,277 shares; 2025Q4: 89,783 shares 89,783 $9.01M 0.12% +38,506 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,685 shares; 2024Q4: 40,378 shares; 2025Q1: 52,876 shares; 2025Q2: 115,315 shares; 2025Q3: 129,608 shares; 2025Q4: 205,586 shares 205,586 $8.9M 0.12% +75,978 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,617 shares; 2025Q4: 266,350 shares 266,350 $8.81M 0.12% +171,733 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: 340,500 shares; 2024Q4: 374,528 shares; 2025Q1: 340,810 shares; 2025Q2: 407,378 shares; 2025Q3: 376,305 shares; 2025Q4: 381,747 shares 381,747 $8.79M 0.12% +5,442 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: 114,446 shares; 2024Q4: 143,835 shares; 2025Q1: 144,456 shares; 2025Q2: 125,142 shares; 2025Q3: 129,632 shares; 2025Q4: 127,107 shares 127,107 $8.69M 0.11% -2,525 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: not reported; 2024Q4: not reported; 2025Q1: 7,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,569 shares 106,569 $8.6M 0.11% new Timeline DTD 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: 62,660 shares; 2024Q4: 72,107 shares; 2025Q1: 75,185 shares; 2025Q2: 82,618 shares; 2025Q3: 88,086 shares; 2025Q4: 101,044 shares 101,044 $8.58M 0.11% +12,958 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: 144,230 shares; 2024Q4: 149,091 shares; 2025Q1: 118,995 shares; 2025Q2: 132,452 shares; 2025Q3: 128,891 shares; 2025Q4: 122,680 shares 122,680 $8.52M 0.11% -6,211 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,817 shares; 2024Q4: 28,718 shares; 2025Q1: 111,018 shares; 2025Q2: 122,897 shares; 2025Q3: 145,824 shares; 2025Q4: 165,588 shares 165,588 $8.32M 0.11% +19,764 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: 124,376 shares; 2024Q4: 141,082 shares; 2025Q1: 59,106 shares; 2025Q2: 62,610 shares; 2025Q3: 65,253 shares; 2025Q4: 54,346 shares 54,346 $8.28M 0.11% -10,907 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: 20,194 shares; 2024Q4: 20,271 shares; 2025Q1: 17,066 shares; 2025Q2: 25,157 shares; 2025Q3: 24,557 shares; 2025Q4: 24,053 shares 24,053 $8.28M 0.11% -504 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: 31,777 shares; 2024Q4: 32,014 shares; 2025Q1: 23,979 shares; 2025Q2: 26,043 shares; 2025Q3: 25,091 shares; 2025Q4: 26,436 shares 26,436 $8.08M 0.11% +1,345 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: 44,051 shares; 2024Q4: 49,958 shares; 2025Q1: 54,182 shares; 2025Q2: 60,363 shares; 2025Q3: 64,928 shares; 2025Q4: 77,381 shares 77,381 $8.05M 0.11% +12,453 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,396 shares; 2024Q4: 798,986 shares; 2025Q1: 917,606 shares; 2025Q2: 941,302 shares; 2025Q3: 921,479 shares; 2025Q4: 230,535 shares 230,535 $7.9M 0.1% -690,944 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,532 shares; 2024Q4: 183,486 shares; 2025Q1: 180,373 shares; 2025Q2: 221,406 shares; 2025Q3: 212,093 shares; 2025Q4: 192,325 shares 192,325 $7.42M 0.1% -19,768 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: 15,456 shares; 2024Q4: 15,912 shares; 2025Q1: 15,770 shares; 2025Q2: 18,619 shares; 2025Q3: 21,544 shares; 2025Q4: 19,783 shares 19,783 $7.32M 0.1% -1,761 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: 18,794 shares; 2024Q4: 22,010 shares; 2025Q1: 21,927 shares; 2025Q2: 23,826 shares; 2025Q3: 21,152 shares; 2025Q4: 22,953 shares 22,953 $7.2M 0.09% +1,801 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: 35,998 shares; 2024Q4: 42,599 shares; 2025Q1: 46,494 shares; 2025Q2: 54,150 shares; 2025Q3: 54,634 shares; 2025Q4: 43,405 shares 43,405 $7.07M 0.09% -11,229 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: 36,128 shares; 2024Q4: 60,752 shares; 2025Q1: 57,587 shares; 2025Q2: 30,116 shares; 2025Q3: 31,072 shares; 2025Q4: 49,098 shares 49,098 $7.05M 0.09% +18,026 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,967 shares; 2024Q4: 294,528 shares; 2025Q1: 309,174 shares; 2025Q2: 263,597 shares; 2025Q3: 286,802 shares; 2025Q4: 347,257 shares 347,257 $7.03M 0.09% +60,455 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,774 shares 70,774 $6.88M 0.09% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,407 shares; 2025Q1: 52,655 shares; 2025Q2: 72,996 shares; 2025Q3: 82,828 shares; 2025Q4: 95,061 shares 95,061 $6.82M 0.09% +12,233 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: 9,900 shares; 2024Q4: 63,249 shares; 2025Q1: 63,064 shares; 2025Q2: 47,604 shares; 2025Q3: 47,425 shares; 2025Q4: 45,268 shares 45,268 $6.73M 0.09% -2,157 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: 22,501 shares; 2024Q4: 60,660 shares; 2025Q1: 32,926 shares; 2025Q2: 16,063 shares; 2025Q3: 25,472 shares; 2025Q4: 27,159 shares 27,159 $6.69M 0.09% +1,687 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,099 shares; 2024Q4: 44,493 shares; 2025Q1: 47,071 shares; 2025Q2: 56,045 shares; 2025Q3: 57,914 shares; 2025Q4: 64,136 shares 64,136 $6.64M 0.09% +6,222 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: 25,214 shares; 2024Q4: 57,614 shares; 2025Q1: 59,894 shares; 2025Q2: 22,513 shares; 2025Q3: 29,891 shares; 2025Q4: 34,103 shares 34,103 $6.51M 0.09% +4,212 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: 97,930 shares; 2024Q4: 99,273 shares; 2025Q1: 86,549 shares; 2025Q2: 166,759 shares; 2025Q3: 164,068 shares; 2025Q4: 102,110 shares 102,110 $6.38M 0.08% -61,958 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,231 shares; 2024Q4: 76,754 shares; 2025Q1: 91,597 shares; 2025Q2: 83,407 shares; 2025Q3: 63,313 shares; 2025Q4: 64,645 shares 64,645 $6.37M 0.08% +1,332 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: 71,385 shares; 2025Q3: 75,456 shares; 2025Q4: 91,175 shares 91,175 $6.36M 0.08% +15,719 Timeline UDEC 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: 6,367 shares; 2025Q1: 15,955 shares; 2025Q2: 153,632 shares; 2025Q3: 147,230 shares; 2025Q4: 159,928 shares 159,928 $6.34M 0.08% +12,698 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,285 shares; 2025Q1: 17,859 shares; 2025Q2: 20,971 shares; 2025Q3: 23,969 shares; 2025Q4: 32,044 shares 32,044 $6.32M 0.08% +8,075 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: 48,304 shares; 2024Q4: 56,265 shares; 2025Q1: 54,391 shares; 2025Q2: 61,046 shares; 2025Q3: 17,355 shares; 2025Q4: 19,033 shares 19,033 $6.28M 0.08% +1,678 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 22,567 shares; 2025Q1: 82,046 shares; 2025Q2: 89,432 shares; 2025Q3: 112,620 shares; 2025Q4: 122,549 shares 122,549 $6.23M 0.08% +9,929 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: 113,815 shares; 2024Q4: 120,369 shares; 2025Q1: 85,271 shares; 2025Q2: 92,899 shares; 2025Q3: 107,702 shares; 2025Q4: 109,113 shares 109,113 $6.2M 0.08% +1,411 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: 19,034 shares; 2024Q4: 21,976 shares; 2025Q1: 23,547 shares; 2025Q2: 39,084 shares; 2025Q3: 35,859 shares; 2025Q4: 32,346 shares 32,346 $6.2M 0.08% -3,513 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,120 shares; 2024Q4: 109,280 shares; 2025Q1: 83,547 shares; 2025Q2: 111,273 shares; 2025Q3: 173,643 shares; 2025Q4: 259,558 shares 259,558 $6.14M 0.08% +85,915 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: not reported; 2024Q4: not reported; 2025Q1: 6,737 shares; 2025Q2: 7,122 shares; 2025Q3: 7,995 shares; 2025Q4: 9,098 shares 9,098 $6.13M 0.08% +1,103 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,719 shares; 2024Q4: 262,640 shares; 2025Q1: 269,025 shares; 2025Q2: 244,678 shares; 2025Q3: 255,572 shares; 2025Q4: 284,071 shares 284,071 $6.12M 0.08% +28,499 Timeline SYSB ISHARES TR More: 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: 68,148 shares 68,148 $6.12M 0.08% new 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: 3,814 shares; 2024Q4: 9,112 shares; 2025Q1: 15,731 shares; 2025Q2: 49,801 shares; 2025Q3: 64,363 shares; 2025Q4: 78,091 shares 78,091 $5.95M 0.08% +13,728 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,785 shares; 2024Q4: 67,051 shares; 2025Q1: 68,328 shares; 2025Q2: 59,888 shares; 2025Q3: 62,830 shares; 2025Q4: 68,936 shares 68,936 $5.94M 0.08% +6,106 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: 32,595 shares; 2024Q4: 37,823 shares; 2025Q1: 81,275 shares; 2025Q2: 172,273 shares; 2025Q3: 81,678 shares; 2025Q4: 61,656 shares 61,656 $5.93M 0.08% -20,022 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: 320,842 shares; 2024Q4: 375,482 shares; 2025Q1: 44,890 shares; 2025Q2: 29,693 shares; 2025Q3: 37,699 shares; 2025Q4: 38,284 shares 38,284 $5.93M 0.08% +585 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,417 shares; 2024Q4: 268,378 shares; 2025Q1: 272,793 shares; 2025Q2: 235,419 shares; 2025Q3: 244,220 shares; 2025Q4: 256,506 shares 256,506 $5.91M 0.08% +12,286 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,001 shares; 2024Q4: 17,237 shares; 2025Q1: 65,871 shares; 2025Q2: 74,355 shares; 2025Q3: 80,915 shares; 2025Q4: 87,683 shares 87,683 $5.85M 0.08% +6,768 Timeline REM ISHARES TR More: 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: 263,352 shares 263,352 $5.84M 0.08% new 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: 4,569 shares; 2024Q4: 13,614 shares; 2025Q1: 16,054 shares; 2025Q2: 15,335 shares; 2025Q3: 22,318 shares; 2025Q4: 25,767 shares 25,767 $5.83M 0.08% +3,449 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,378 shares; 2024Q4: 234,312 shares; 2025Q1: 240,181 shares; 2025Q2: 208,712 shares; 2025Q3: 219,707 shares; 2025Q4: 249,224 shares 249,224 $5.82M 0.08% +29,517 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,446 shares; 2024Q4: 113,543 shares; 2025Q1: 116,833 shares; 2025Q2: 101,749 shares; 2025Q3: 107,786 shares; 2025Q4: 121,906 shares 121,906 $5.81M 0.08% +14,120 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: 18,976 shares; 2024Q4: 25,915 shares; 2025Q1: 30,870 shares; 2025Q2: 46,265 shares; 2025Q3: 42,520 shares; 2025Q4: 54,070 shares 54,070 $5.79M 0.08% +11,550 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: 115,754 shares; 2025Q4: 151,832 shares 151,832 $5.73M 0.08% +36,078 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,299 shares; 2024Q4: 394,525 shares; 2025Q1: 408,667 shares; 2025Q2: 352,598 shares; 2025Q3: 370,332 shares; 2025Q4: 429,434 shares 429,434 $5.71M 0.07% +59,102 Timeline ZALT 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: 121,649 shares; 2024Q4: 129,441 shares; 2025Q1: 132,896 shares; 2025Q2: 144,694 shares; 2025Q3: 162,189 shares; 2025Q4: 173,737 shares 173,737 $5.66M 0.07% +11,548 Timeline VPU 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: 25,414 shares; 2024Q4: 26,423 shares; 2025Q1: 26,901 shares; 2025Q2: 29,057 shares; 2025Q3: 30,210 shares; 2025Q4: 30,566 shares 30,566 $5.66M 0.07% +356 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: 240,830 shares; 2024Q4: 273,696 shares; 2025Q1: 88,216 shares; 2025Q2: 60,524 shares; 2025Q3: 51,872 shares; 2025Q4: 39,233 shares 39,233 $5.65M 0.07% -12,639 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: 38,332 shares; 2024Q4: 44,319 shares; 2025Q1: 54,408 shares; 2025Q2: 59,590 shares; 2025Q3: 65,110 shares; 2025Q4: 66,109 shares 66,109 $5.64M 0.07% +999 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,566 shares; 2024Q4: 400,034 shares; 2025Q1: 427,380 shares; 2025Q2: 371,828 shares; 2025Q3: 400,283 shares; 2025Q4: 486,444 shares 486,444 $5.56M 0.07% +86,161 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: 17,704 shares; 2024Q4: 21,431 shares; 2025Q1: 5,174 shares; 2025Q2: 6,665 shares; 2025Q3: 6,647 shares; 2025Q4: 11,390 shares 11,390 $5.51M 0.07% +4,743 Timeline PXE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,906 shares 195,906 $5.48M 0.07% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,252 shares; 2024Q4: 34,212 shares; 2025Q1: 34,675 shares; 2025Q2: 39,392 shares; 2025Q3: 40,083 shares; 2025Q4: 43,242 shares 43,242 $5.44M 0.07% +3,159 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,275 shares; 2024Q4: 146,180 shares; 2025Q1: 159,376 shares; 2025Q2: 174,563 shares; 2025Q3: 191,998 shares; 2025Q4: 216,775 shares 216,775 $5.44M 0.07% +24,777 Timeline DABS 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: 43,272 shares; 2025Q3: 46,567 shares; 2025Q4: 102,278 shares 102,278 $5.21M 0.07% +55,711 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: 22,991 shares; 2024Q4: 25,659 shares; 2025Q1: 24,344 shares; 2025Q2: 43,880 shares; 2025Q3: 37,005 shares; 2025Q4: 43,279 shares 43,279 $5.2M 0.07% +6,274 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: 15,749 shares; 2024Q4: 16,575 shares; 2025Q1: 16,414 shares; 2025Q2: 17,079 shares; 2025Q3: 18,765 shares; 2025Q4: 25,071 shares 25,071 $5.19M 0.07% +6,306 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,644 shares; 2024Q4: 71,585 shares; 2025Q1: 94,488 shares; 2025Q2: 175,424 shares; 2025Q3: 97,922 shares; 2025Q4: 176,297 shares 176,297 $5.16M 0.07% +78,375 Timeline FRDM 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: 60,821 shares; 2024Q4: 74,478 shares; 2025Q1: 78,377 shares; 2025Q2: 87,706 shares; 2025Q3: 91,181 shares; 2025Q4: 99,579 shares 99,579 $5.11M 0.07% +8,398 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,887 shares; 2024Q4: 84,315 shares; 2025Q1: 75,988 shares; 2025Q2: 71,774 shares; 2025Q3: 72,879 shares; 2025Q4: 119,270 shares 119,270 $5.07M 0.07% +46,391 Timeline SPBO 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: 86,074 shares; 2024Q4: 53,862 shares; 2025Q1: 59,488 shares; 2025Q2: 109,347 shares; 2025Q3: 141,860 shares; 2025Q4: 172,793 shares 172,793 $5.07M 0.07% +30,933 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: 66,647 shares; 2024Q4: 68,475 shares; 2025Q1: 58,099 shares; 2025Q2: 61,445 shares; 2025Q3: 51,486 shares; 2025Q4: 52,236 shares 52,236 $4.92M 0.06% +750 Timeline 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: 40,978 shares; 2024Q4: 102,148 shares; 2025Q1: 111,347 shares; 2025Q2: 127,621 shares; 2025Q3: 135,535 shares; 2025Q4: 155,983 shares 155,983 $4.92M 0.06% +20,448 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: 282,319 shares; 2024Q4: 289,047 shares; 2025Q1: 290,699 shares; 2025Q2: 336,502 shares; 2025Q3: 92,453 shares; 2025Q4: 85,786 shares 85,786 $4.91M 0.06% -6,667 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: 42,108 shares; 2024Q4: 14,930 shares; 2025Q1: 14,277 shares; 2025Q2: 13,915 shares; 2025Q3: 15,273 shares; 2025Q4: 33,924 shares 33,924 $4.87M 0.06% +18,651 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: 26,482 shares; 2024Q4: 26,668 shares; 2025Q1: 17,850 shares; 2025Q2: 19,206 shares; 2025Q3: 20,648 shares; 2025Q4: 20,106 shares 20,106 $4.85M 0.06% -542 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,658 shares; 2024Q4: 38,709 shares; 2025Q1: 27,366 shares; 2025Q2: 24,985 shares; 2025Q3: 24,790 shares; 2025Q4: 23,069 shares 23,069 $4.8M 0.06% -1,721 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,814 shares; 2025Q2: 11,159 shares; 2025Q3: 69,376 shares; 2025Q4: 97,883 shares 97,883 $4.69M 0.06% +28,507 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: 13,266 shares; 2024Q4: 5,970 shares; 2025Q1: 6,100 shares; 2025Q2: 15,395 shares; 2025Q3: 20,107 shares; 2025Q4: 48,473 shares 48,473 $4.65M 0.06% +28,366 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,301 shares; 2024Q4: 419,665 shares; 2025Q1: 238,795 shares; 2025Q2: 263,198 shares; 2025Q3: 108,569 shares; 2025Q4: 53,362 shares 53,362 $4.65M 0.06% -55,207 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: 30,328 shares; 2024Q4: 30,319 shares; 2025Q1: 30,548 shares; 2025Q2: 31,936 shares; 2025Q3: 33,243 shares; 2025Q4: 34,695 shares 34,695 $4.63M 0.06% +1,452 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: 11,267 shares; 2024Q4: 27,094 shares; 2025Q1: 27,203 shares; 2025Q2: 11,451 shares; 2025Q3: 13,903 shares; 2025Q4: 21,013 shares 21,013 $4.62M 0.06% +7,110 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,668 shares; 2024Q4: 104,538 shares; 2025Q1: 51,739 shares; 2025Q2: 59,332 shares; 2025Q3: 60,476 shares; 2025Q4: 72,780 shares 72,780 $4.55M 0.06% +12,304 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,527 shares; 2024Q4: 380,871 shares; 2025Q1: 400,132 shares; 2025Q2: 411,719 shares; 2025Q3: 431,936 shares; 2025Q4: 454,033 shares 454,033 $4.54M 0.06% +22,097 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: 6,831 shares; 2024Q4: 7,687 shares; 2025Q1: 8,844 shares; 2025Q2: 8,253 shares; 2025Q3: 7,595 shares; 2025Q4: 7,870 shares 7,870 $4.51M 0.06% +275 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: 257,260 shares; 2024Q4: 253,382 shares; 2025Q1: 286,146 shares; 2025Q2: 314,185 shares; 2025Q3: 24,227 shares; 2025Q4: 22,423 shares 22,423 $4.48M 0.06% -1,804 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 13,003 shares; 2025Q1: 13,364 shares; 2025Q2: 13,870 shares; 2025Q3: 14,315 shares; 2025Q4: 14,719 shares 14,719 $4.39M 0.06% +404 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,021 shares; 2025Q1: 3,379 shares; 2025Q2: 3,986 shares; 2025Q3: 4,065 shares; 2025Q4: 14,129 shares 14,129 $4.38M 0.06% +10,064 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: 19,595 shares; 2024Q4: 26,224 shares; 2025Q1: 12,340 shares; 2025Q2: 12,600 shares; 2025Q3: 15,423 shares; 2025Q4: 19,909 shares 19,909 $4.26M 0.06% +4,486 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,423 shares; 2024Q4: 30,803 shares; 2025Q1: 42,730 shares; 2025Q2: 40,630 shares; 2025Q3: 43,609 shares; 2025Q4: 39,950 shares 39,950 $4.26M 0.06% -3,659 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: 18,904 shares; 2024Q4: 18,788 shares; 2025Q1: 11,875 shares; 2025Q2: 11,856 shares; 2025Q3: 11,624 shares; 2025Q4: 8,277 shares 8,277 $4.22M 0.06% -3,347 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,339 shares; 2024Q4: 40,990 shares; 2025Q1: 130,132 shares; 2025Q2: 139,695 shares; 2025Q3: 175,354 shares; 2025Q4: 180,803 shares 180,803 $4.22M 0.06% +5,449 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,417 shares; 2025Q2: 124,172 shares; 2025Q3: 91,323 shares; 2025Q4: 92,703 shares 92,703 $4.17M 0.05% +1,380 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194,909 shares; 2025Q4: 199,532 shares 199,532 $4.15M 0.05% +4,623 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: 10,364 shares; 2024Q4: 11,830 shares; 2025Q1: 9,561 shares; 2025Q2: 11,721 shares; 2025Q3: 12,914 shares; 2025Q4: 13,439 shares 13,439 $4.14M 0.05% +525 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,751 shares; 2024Q4: 12,189 shares; 2025Q1: 12,450 shares; 2025Q2: 41,280 shares; 2025Q3: 40,476 shares; 2025Q4: 38,873 shares 38,873 $4.1M 0.05% -1,603 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,402 shares; 2024Q4: 44,939 shares; 2025Q1: 55,308 shares; 2025Q2: 81,210 shares; 2025Q3: 96,927 shares; 2025Q4: 135,438 shares 135,438 $4.09M 0.05% +38,511 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: 14,281 shares; 2024Q4: 15,225 shares; 2025Q1: 16,407 shares; 2025Q2: 46,572 shares; 2025Q3: 51,070 shares; 2025Q4: 41,872 shares 41,872 $4.02M 0.05% -9,198 Timeline VAW 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: 15,104 shares; 2024Q4: 16,036 shares; 2025Q1: 16,561 shares; 2025Q2: 17,482 shares; 2025Q3: 18,275 shares; 2025Q4: 19,300 shares 19,300 $4.01M 0.05% +1,025 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,550 shares; 2025Q2: 26,663 shares; 2025Q3: 61,558 shares; 2025Q4: 81,895 shares 81,895 $3.99M 0.05% +20,337 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: 3,462 shares; 2024Q4: 4,132 shares; 2025Q1: 4,601 shares; 2025Q2: 5,173 shares; 2025Q3: 4,522 shares; 2025Q4: 41,071 shares 41,071 $3.85M 0.05% +36,549 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: 47,691 shares; 2024Q4: 55,842 shares; 2025Q1: 65,140 shares; 2025Q2: 64,173 shares; 2025Q3: 64,679 shares; 2025Q4: 80,385 shares 80,385 $3.84M 0.05% +15,706 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,200 shares; 2024Q4: 44,200 shares; 2025Q1: 44,338 shares; 2025Q2: 33,505 shares; 2025Q3: 33,505 shares; 2025Q4: 33,505 shares 33,505 $3.81M 0.05% 0 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: 28,807 shares; 2024Q4: 67,922 shares; 2025Q1: 70,932 shares; 2025Q2: 92,822 shares; 2025Q3: 151,169 shares; 2025Q4: 153,368 shares 153,368 $3.69M 0.05% +2,199 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,441 shares; 2025Q3: 8,941 shares; 2025Q4: 85,901 shares 85,901 $3.67M 0.05% +76,960 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,479 shares; 2024Q4: 31,634 shares; 2025Q1: 18,047 shares; 2025Q2: 19,822 shares; 2025Q3: 20,140 shares; 2025Q4: 19,655 shares 19,655 $3.64M 0.05% -485 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: 54,246 shares; 2024Q4: 63,763 shares; 2025Q1: 149,517 shares; 2025Q2: 209,388 shares; 2025Q3: 88,323 shares; 2025Q4: 51,838 shares 51,838 $3.62M 0.05% -36,485 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,720 shares; 2024Q4: 28,195 shares; 2025Q1: 40,321 shares; 2025Q2: 47,108 shares; 2025Q3: 50,112 shares; 2025Q4: 54,270 shares 54,270 $3.61M 0.05% +4,158 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: 34,577 shares; 2024Q4: 36,809 shares; 2025Q1: 37,189 shares; 2025Q2: 37,969 shares; 2025Q3: 37,865 shares; 2025Q4: 38,251 shares 38,251 $3.59M 0.05% +386 Timeline SCHZ 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: 45,381 shares; 2024Q4: 106,580 shares; 2025Q1: 114,854 shares; 2025Q2: 124,921 shares; 2025Q3: 132,929 shares; 2025Q4: 149,959 shares 149,959 $3.5M 0.05% +17,030 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: 13,556 shares; 2024Q4: 21,851 shares; 2025Q1: 11,606 shares; 2025Q2: 12,549 shares; 2025Q3: 11,862 shares; 2025Q4: 12,475 shares 12,475 $3.45M 0.05% +613 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 126,317 shares; 2025Q4: 241,115 shares 241,115 $3.45M 0.05% +114,798 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: 15,168 shares; 2024Q4: 15,696 shares; 2025Q1: 20,278 shares; 2025Q2: 21,987 shares; 2025Q3: 24,433 shares; 2025Q4: 25,041 shares 25,041 $3.42M 0.04% +608 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: 9,429 shares; 2024Q4: 9,823 shares; 2025Q1: 41,324 shares; 2025Q2: 9,438 shares; 2025Q3: 8,306 shares; 2025Q4: 7,093 shares 7,093 $3.36M 0.04% -1,213 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: 12,236 shares; 2024Q4: 11,692 shares; 2025Q1: 11,857 shares; 2025Q2: 13,305 shares; 2025Q3: 11,916 shares; 2025Q4: 15,262 shares 15,262 $3.31M 0.04% +3,346 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: 45,998 shares; 2024Q4: 47,029 shares; 2025Q1: 28,421 shares; 2025Q2: 5,296 shares; 2025Q3: 5,259 shares; 2025Q4: 21,165 shares 21,165 $3.25M 0.04% +15,906 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,186 shares; 2025Q4: 28,554 shares 28,554 $3.25M 0.04% -49,632 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: 157,983 shares; 2024Q4: 190,825 shares; 2025Q1: 5,377 shares; 2025Q2: 7,848 shares; 2025Q3: 7,645 shares; 2025Q4: 8,920 shares 8,920 $3.21M 0.04% +1,275 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: 6,588 shares; 2024Q4: 6,423 shares; 2025Q1: 6,561 shares; 2025Q2: 8,274 shares; 2025Q3: 8,820 shares; 2025Q4: 11,252 shares 11,252 $3.21M 0.04% +2,432 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: 4,642 shares; 2024Q4: 5,767 shares; 2025Q1: 4,920 shares; 2025Q2: 3,320 shares; 2025Q3: 8,559 shares; 2025Q4: 42,935 shares 42,935 $3.18M 0.04% +34,376 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 7,958 shares; 2025Q1: 8,237 shares; 2025Q2: 9,333 shares; 2025Q3: 18,473 shares; 2025Q4: 40,085 shares 40,085 $3.18M 0.04% +21,612 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,481 shares; 2024Q4: 111,982 shares; 2025Q1: 119,732 shares; 2025Q2: 128,903 shares; 2025Q3: 137,008 shares; 2025Q4: 156,475 shares 156,475 $3.16M 0.04% +19,467 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,054 shares; 2024Q4: 61,140 shares; 2025Q1: 51,684 shares; 2025Q2: 58,656 shares; 2025Q3: 32,800 shares; 2025Q4: 34,053 shares 34,053 $3.15M 0.04% +1,253 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: 39,667 shares; 2024Q4: 51,741 shares; 2025Q1: 47,391 shares; 2025Q2: 57,323 shares; 2025Q3: 69,856 shares; 2025Q4: 90,998 shares 90,998 $3.14M 0.04% +21,142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,822 shares; 2025Q3: 31,025 shares; 2025Q4: 30,597 shares 30,597 $3.13M 0.04% -428 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,335 shares; 2025Q4: 55,001 shares 55,001 $3.13M 0.04% -34,334 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,867 shares; 2025Q1: 3,292 shares; 2025Q2: 4,790 shares; 2025Q3: 8,567 shares; 2025Q4: 10,554 shares 10,554 $3.12M 0.04% +1,987 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,484 shares; 2024Q4: 55,555 shares; 2025Q1: 75,885 shares; 2025Q2: 79,438 shares; 2025Q3: 80,231 shares; 2025Q4: 76,339 shares 76,339 $3.06M 0.04% -3,892 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,458 shares; 2024Q4: 82,796 shares; 2025Q1: 81,245 shares; 2025Q2: 79,359 shares; 2025Q3: 76,566 shares; 2025Q4: 76,205 shares 76,205 $3.04M 0.04% -361 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: 49,104 shares; 2024Q4: 50,703 shares; 2025Q1: 49,943 shares; 2025Q2: 52,061 shares; 2025Q3: 53,813 shares; 2025Q4: 55,001 shares 55,001 $3.03M 0.04% +1,188 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: not reported; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,002 shares; 2024Q4: 19,239 shares; 2025Q1: 18,672 shares; 2025Q2: 18,182 shares; 2025Q3: 20,377 shares; 2025Q4: 25,699 shares 25,699 $3.01M 0.04% +5,322 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,485 shares 65,485 $3M 0.04% new 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: 41,417 shares; 2024Q4: 142,931 shares; 2025Q1: 643,093 shares; 2025Q2: 143,973 shares; 2025Q3: 196,460 shares; 2025Q4: 107,737 shares 107,737 $2.96M 0.04% -88,723 Timeline SCHJ 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: 36,834 shares; 2024Q4: 83,390 shares; 2025Q1: 88,863 shares; 2025Q2: 99,349 shares; 2025Q3: 105,164 shares; 2025Q4: 118,047 shares 118,047 $2.94M 0.04% +12,883 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,055 shares; 2024Q4: 59,248 shares; 2025Q1: 52,243 shares; 2025Q2: 55,915 shares; 2025Q3: 61,266 shares; 2025Q4: 62,355 shares 62,355 $2.94M 0.04% +1,089 Timeline UJUL 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: 16,129 shares; 2025Q4: 74,601 shares 74,601 $2.89M 0.04% +58,472 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,129 shares; 2024Q4: 101,234 shares; 2025Q1: 106,671 shares; 2025Q2: 118,196 shares; 2025Q3: 130,384 shares; 2025Q4: 129,848 shares 129,848 $2.88M 0.04% -536 Timeline SPEM 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: 39,283 shares; 2024Q4: 38,505 shares; 2025Q1: 32,944 shares; 2025Q2: 37,421 shares; 2025Q3: 49,755 shares; 2025Q4: 61,373 shares 61,373 $2.87M 0.04% +11,618 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 184,094 shares 184,094 $2.87M 0.04% new 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: 5,441 shares; 2024Q4: 5,053 shares; 2025Q1: 5,485 shares; 2025Q2: 6,213 shares; 2025Q3: 6,739 shares; 2025Q4: 6,123 shares 6,123 $2.87M 0.04% -616 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,857 shares; 2024Q4: 17,066 shares; 2025Q1: 17,001 shares; 2025Q2: 19,427 shares; 2025Q3: 20,125 shares; 2025Q4: 28,556 shares 28,556 $2.83M 0.04% +8,431 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: 2,237 shares; 2024Q4: 2,395 shares; 2025Q1: 2,402 shares; 2025Q2: 2,620 shares; 2025Q3: 3,229 shares; 2025Q4: 4,289 shares 4,289 $2.8M 0.04% +1,060 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,476 shares; 2025Q4: 25,478 shares 25,478 $2.79M 0.04% -6,998 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 13,381 shares; 2025Q1: 29,349 shares; 2025Q2: 33,000 shares; 2025Q3: 42,497 shares; 2025Q4: 75,295 shares 75,295 $2.78M 0.04% +32,798 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 102,546 shares; 2025Q1: 144,124 shares; 2025Q2: 55,174 shares; 2025Q3: 57,829 shares; 2025Q4: 58,293 shares 58,293 $2.76M 0.04% +464 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,815 shares; 2025Q3: 32,775 shares; 2025Q4: 41,291 shares 41,291 $2.72M 0.04% +8,516 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,761 shares; 2025Q3: 26,161 shares; 2025Q4: 23,913 shares 23,913 $2.72M 0.04% -2,248 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 6,919 shares; 2025Q4: 37,639 shares 37,639 $2.7M 0.04% +30,720 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: 3,886 shares; 2024Q4: 4,411 shares; 2025Q1: 5,373 shares; 2025Q2: 4,413 shares; 2025Q3: 10,911 shares; 2025Q4: 10,351 shares 10,351 $2.67M 0.04% -560 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 2,627 shares; 2025Q4: 33,606 shares 33,606 $2.66M 0.03% +30,979 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,977 shares; 2024Q4: 81,012 shares; 2025Q1: 644,647 shares; 2025Q2: 77,035 shares; 2025Q3: 67,749 shares; 2025Q4: 63,153 shares 63,153 $2.61M 0.03% -4,596 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,467 shares 40,467 $2.59M 0.03% new 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: 56,867 shares; 2024Q4: 59,324 shares; 2025Q1: 55,415 shares; 2025Q2: 55,186 shares; 2025Q3: 53,410 shares; 2025Q4: 55,810 shares 55,810 $2.59M 0.03% +2,400 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: 21,483 shares; 2024Q4: 24,881 shares; 2025Q1: 38,236 shares; 2025Q2: 43,845 shares; 2025Q3: 34,483 shares; 2025Q4: 27,632 shares 27,632 $2.58M 0.03% -6,851 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,285 shares 108,285 $2.57M 0.03% new 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: 2,167 shares; 2024Q4: 2,350 shares; 2025Q1: 2,269 shares; 2025Q2: 2,399 shares; 2025Q3: 1,071 shares; 2025Q4: 12,618 shares 12,618 $2.54M 0.03% +11,547 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 6,192 shares; 2025Q1: 6,509 shares; 2025Q2: 6,593 shares; 2025Q3: 6,750 shares; 2025Q4: 6,514 shares 6,514 $2.54M 0.03% -236 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 40,797 shares; 2025Q1: 43,826 shares; 2025Q2: 42,130 shares; 2025Q3: 42,130 shares; 2025Q4: 34,122 shares 34,122 $2.53M 0.03% -8,008 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,734 shares; 2024Q4: 41,055 shares; 2025Q1: 66,663 shares; 2025Q2: 55,008 shares; 2025Q3: 54,284 shares; 2025Q4: 58,774 shares 58,774 $2.52M 0.03% +4,490 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,504 shares; 2024Q4: 15,825 shares; 2025Q1: 23,629 shares; 2025Q2: 23,357 shares; 2025Q3: 30,101 shares; 2025Q4: 39,877 shares 39,877 $2.52M 0.03% +9,776 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,810 shares; 2025Q1: 7,059 shares; 2025Q2: 11,787 shares; 2025Q3: 9,934 shares; 2025Q4: 19,140 shares 19,140 $2.51M 0.03% +9,206 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: 3,660 shares; 2025Q2: 2,218 shares; 2025Q3: 37,343 shares; 2025Q4: 21,011 shares 21,011 $2.51M 0.03% -16,332 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: 13,582 shares; 2024Q4: 14,126 shares; 2025Q1: 10,127 shares; 2025Q2: 9,432 shares; 2025Q3: 11,034 shares; 2025Q4: 14,505 shares 14,505 $2.48M 0.03% +3,471 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: 24,423 shares; 2024Q4: 25,865 shares; 2025Q1: 24,729 shares; 2025Q2: 20,773 shares; 2025Q3: 19,548 shares; 2025Q4: 21,732 shares 21,732 $2.47M 0.03% +2,184 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 14,158 shares; 2025Q1: 20,116 shares; 2025Q2: 26,372 shares; 2025Q3: 37,686 shares; 2025Q4: 41,777 shares 41,777 $2.43M 0.03% +4,091 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,605 shares; 2025Q4: 23,651 shares 23,651 $2.43M 0.03% -954 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,301 shares; 2024Q4: 24,621 shares; 2025Q1: 2,431 shares; 2025Q2: 2,343 shares; 2025Q3: 2,331 shares; 2025Q4: 2,956 shares 2,956 $2.42M 0.03% +625 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: 9,093 shares; 2024Q4: 9,451 shares; 2025Q1: 10,464 shares; 2025Q2: 10,841 shares; 2025Q3: 17,429 shares; 2025Q4: 18,791 shares 18,791 $2.35M 0.03% +1,362 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,313 shares 64,313 $2.35M 0.03% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,856 shares; 2024Q4: 32,528 shares; 2025Q1: 31,804 shares; 2025Q2: 42,159 shares; 2025Q3: 41,248 shares; 2025Q4: 40,919 shares 40,919 $2.33M 0.03% -329 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: 6,257 shares; 2024Q4: 6,957 shares; 2025Q1: 6,926 shares; 2025Q2: 6,446 shares; 2025Q3: 5,125 shares; 2025Q4: 11,909 shares 11,909 $2.32M 0.03% +6,784 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,409 shares; 2025Q1: 72,096 shares; 2025Q2: 60,993 shares; 2025Q3: 67,967 shares; 2025Q4: 120,907 shares 120,907 $2.31M 0.03% +52,940 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: 11,362 shares; 2024Q4: 13,016 shares; 2025Q1: 14,231 shares; 2025Q2: 21,140 shares; 2025Q3: 22,962 shares; 2025Q4: 25,562 shares 25,562 $2.29M 0.03% +2,600 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 23,239 shares; 2025Q1: 28,657 shares; 2025Q2: 37,183 shares; 2025Q3: 38,943 shares; 2025Q4: 37,599 shares 37,599 $2.27M 0.03% -1,344 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: 5,771 shares; 2024Q4: 8,666 shares; 2025Q1: 7,573 shares; 2025Q2: 7,358 shares; 2025Q3: 4,814 shares; 2025Q4: 8,727 shares 8,727 $2.24M 0.03% +3,913 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: 25,699 shares; 2024Q4: 27,086 shares; 2025Q1: 29,476 shares; 2025Q2: 30,341 shares; 2025Q3: 29,985 shares; 2025Q4: 28,681 shares 28,681 $2.21M 0.03% -1,304 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,490 shares; 2025Q4: 50,499 shares 50,499 $2.15M 0.03% +18,009 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: 194,472 shares; 2024Q4: 15,794 shares; 2025Q1: 158,877 shares; 2025Q2: 37,828 shares; 2025Q3: 39,509 shares; 2025Q4: 21,296 shares 21,296 $2.13M 0.03% -18,213 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 139,790 shares 139,790 $2.1M 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,661 shares; 2025Q1: 2,688 shares; 2025Q2: 2,783 shares; 2025Q3: 2,696 shares; 2025Q4: 4,002 shares 4,002 $2.09M 0.03% +1,306 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,987 shares; 2025Q2: 12,119 shares; 2025Q3: 8,023 shares; 2025Q4: 9,297 shares 9,297 $2.09M 0.03% +1,274 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,239 shares; 2025Q4: 38,288 shares 38,288 $2.08M 0.03% +14,049 Timeline EIDO ISHARES TR More: 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: 111,031 shares 111,031 $2.08M 0.03% new Timeline UOCT 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: 18,191 shares; 2025Q4: 53,001 shares 53,001 $2.07M 0.03% +34,810 Timeline EQWL 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: 8,097 shares; 2024Q4: 6,936 shares; 2025Q1: 7,901 shares; 2025Q2: 12,909 shares; 2025Q3: 14,231 shares; 2025Q4: 17,425 shares 17,425 $2.06M 0.03% +3,194 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,180 shares; 2025Q4: 82,834 shares 82,834 $2.05M 0.03% -132,346 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: 38,231 shares; 2024Q4: 38,426 shares; 2025Q1: 35,513 shares; 2025Q2: 137,689 shares; 2025Q3: 102,976 shares; 2025Q4: 38,137 shares 38,137 $2.05M 0.03% -64,839 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: 2,567 shares; 2024Q4: 16,003 shares; 2025Q1: 16,050 shares; 2025Q2: 2,245 shares; 2025Q3: 10,309 shares; 2025Q4: 11,512 shares 11,512 $2.04M 0.03% +1,203 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: 6,666 shares; 2024Q4: 6,276 shares; 2025Q1: 6,587 shares; 2025Q2: 7,719 shares; 2025Q3: 7,831 shares; 2025Q4: 9,057 shares 9,057 $2.04M 0.03% +1,226 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: 4,671 shares; 2024Q4: 3,139 shares; 2025Q1: 5,035 shares; 2025Q2: 5,361 shares; 2025Q3: 20,722 shares; 2025Q4: 19,957 shares 19,957 $2.04M 0.03% -765 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,570 shares; 2024Q4: 32,103 shares; 2025Q1: 33,798 shares; 2025Q2: 38,046 shares; 2025Q3: 45,789 shares; 2025Q4: 48,992 shares 48,992 $2.03M 0.03% +3,203 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: 972 shares; 2024Q4: 4,305 shares; 2025Q1: 4,874 shares; 2025Q2: 5,007 shares; 2025Q3: 5,461 shares; 2025Q4: 5,427 shares 5,427 $2.03M 0.03% -34 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 16,831 shares; 2025Q1: 13,729 shares; 2025Q2: 10,961 shares; 2025Q3: 22,367 shares; 2025Q4: 31,281 shares 31,281 $2.02M 0.03% +8,914 Timeline PDEC 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: 243,424 shares; 2024Q4: 242,017 shares; 2025Q1: 244,567 shares; 2025Q2: 259,232 shares; 2025Q3: 207,707 shares; 2025Q4: 46,156 shares 46,156 $2M 0.03% -161,551 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: 22,607 shares; 2024Q4: 37,150 shares; 2025Q1: 24,084 shares; 2025Q2: 20,702 shares; 2025Q3: 21,559 shares; 2025Q4: 30,233 shares 30,233 $2M 0.03% +8,674 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,762 shares; 2025Q1: 29,705 shares; 2025Q2: 27,429 shares; 2025Q3: 55,589 shares; 2025Q4: 55,460 shares 55,460 $1.99M 0.03% -129 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: 3,979 shares; 2024Q4: 4,700 shares; 2025Q1: 5,216 shares; 2025Q2: 7,929 shares; 2025Q3: 10,125 shares; 2025Q4: 15,376 shares 15,376 $1.98M 0.03% +5,251 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,155 shares; 2025Q4: 75,050 shares 75,050 $1.98M 0.03% +49,895 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: 12,268 shares; 2024Q4: 13,401 shares; 2025Q1: 13,911 shares; 2025Q2: 13,469 shares; 2025Q3: 12,893 shares; 2025Q4: 21,179 shares 21,179 $1.98M 0.03% +8,286 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES 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: 86,490 shares 86,490 $1.98M 0.03% new Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,047 shares; 2025Q1: 19,624 shares; 2025Q2: 22,410 shares; 2025Q3: 22,302 shares; 2025Q4: 23,575 shares 23,575 $1.98M 0.03% +1,273 Timeline UJAN 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: 15,402 shares; 2025Q4: 45,430 shares 45,430 $1.97M 0.03% +30,028 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 20,514 shares; 2025Q1: 28,882 shares; 2025Q2: 46,999 shares; 2025Q3: 35,246 shares; 2025Q4: 63,147 shares 63,147 $1.94M 0.03% +27,901 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,379 shares; 2024Q4: 64,878 shares; 2025Q1: 62,877 shares; 2025Q2: 61,389 shares; 2025Q3: 59,868 shares; 2025Q4: 60,817 shares 60,817 $1.94M 0.03% +949 Timeline IGLD 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: 101,423 shares; 2024Q4: 107,530 shares; 2025Q1: 94,611 shares; 2025Q2: 85,661 shares; 2025Q3: 69,344 shares; 2025Q4: 77,386 shares 77,386 $1.94M 0.03% +8,042 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 3,570 shares; 2025Q4: 35,250 shares 35,250 $1.93M 0.03% +31,680 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,652 shares; 2025Q4: 36,298 shares 36,298 $1.91M 0.03% +13,646 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: not reported; 2025Q1: 3,915 shares; 2025Q2: 7,444 shares; 2025Q3: 11,395 shares; 2025Q4: 15,357 shares 15,357 $1.91M 0.03% +3,962 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,229 shares; 2024Q4: 121,465 shares; 2025Q1: 157,313 shares; 2025Q2: 182,789 shares; 2025Q3: 38,774 shares; 2025Q4: 40,132 shares 40,132 $1.88M 0.02% +1,358 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,632 shares; 2025Q4: 34,861 shares 34,861 $1.88M 0.02% +5,229 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,817 shares; 2025Q4: 83,150 shares 83,150 $1.87M 0.02% +15,333 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: 3,812 shares; 2024Q4: 3,852 shares; 2025Q1: 2,533 shares; 2025Q2: 3,272 shares; 2025Q3: 4,787 shares; 2025Q4: 5,280 shares 5,280 $1.87M 0.02% +493 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 97,136 shares 97,136 $1.86M 0.02% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,578 shares; 2024Q4: 79,069 shares; 2025Q1: 76,956 shares; 2025Q2: 49,929 shares; 2025Q3: 47,654 shares; 2025Q4: 46,804 shares 46,804 $1.85M 0.02% -850 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: 4,529 shares; 2024Q4: 4,355 shares; 2025Q1: 4,452 shares; 2025Q2: 5,002 shares; 2025Q3: 5,805 shares; 2025Q4: 7,153 shares 7,153 $1.84M 0.02% +1,348 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: 59,521 shares; 2024Q4: 73,061 shares; 2025Q1: 24,266 shares; 2025Q2: 26,831 shares; 2025Q3: 18,426 shares; 2025Q4: 17,440 shares 17,440 $1.84M 0.02% -986 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,428 shares; 2024Q4: 30,658 shares; 2025Q1: 30,499 shares; 2025Q2: 30,424 shares; 2025Q3: 26,273 shares; 2025Q4: 23,673 shares 23,673 $1.83M 0.02% -2,600 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: 663,997 shares; 2024Q4: 798,210 shares; 2025Q1: 581,278 shares; 2025Q2: 621,048 shares; 2025Q3: 28,130 shares; 2025Q4: 29,996 shares 29,996 $1.8M 0.02% +1,866 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: 2,739 shares; 2024Q4: 3,493 shares; 2025Q1: 3,400 shares; 2025Q2: 4,923 shares; 2025Q3: 4,602 shares; 2025Q4: 6,218 shares 6,218 $1.8M 0.02% +1,616 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,570 shares; 2025Q1: 3,579 shares; 2025Q2: 3,511 shares; 2025Q3: 3,497 shares; 2025Q4: 3,510 shares 3,510 $1.79M 0.02% +13 Timeline UAPR 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: 17,844 shares; 2025Q4: 54,575 shares 54,575 $1.79M 0.02% +36,731 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: 8,920 shares; 2024Q4: 8,276 shares; 2025Q1: 9,307 shares; 2025Q2: 11,230 shares; 2025Q3: 21,129 shares; 2025Q4: 31,609 shares 31,609 $1.78M 0.02% +10,480 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,500 shares; 2025Q4: 105,943 shares 105,943 $1.77M 0.02% +93,443 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 19,077 shares; 2025Q1: 19,069 shares; 2025Q2: 20,861 shares; 2025Q3: 19,741 shares; 2025Q4: 37,875 shares 37,875 $1.76M 0.02% +18,134 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: 2,470 shares; 2024Q4: 3,859 shares; 2025Q1: 3,140 shares; 2025Q2: 4,112 shares; 2025Q3: 3,803 shares; 2025Q4: 3,748 shares 3,748 $1.75M 0.02% -55 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 33,405 shares; 2025Q2: 69,915 shares; 2025Q3: 15,114 shares; 2025Q4: 169,981 shares 169,981 $1.74M 0.02% +154,867 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: 7,660 shares; 2024Q4: 8,258 shares; 2025Q1: 9,345 shares; 2025Q2: 10,114 shares; 2025Q3: 15,408 shares; 2025Q4: 23,570 shares 23,570 $1.73M 0.02% +8,162 Timeline XHB 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: 6,030 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,797 shares 16,797 $1.73M 0.02% new 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: 31,817 shares; 2024Q4: 32,263 shares; 2025Q1: 31,687 shares; 2025Q2: 30,016 shares; 2025Q3: 41,213 shares; 2025Q4: 39,926 shares 39,926 $1.73M 0.02% -1,287 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: not reported; 2024Q4: not reported; 2025Q1: 3,966 shares; 2025Q2: 5,562 shares; 2025Q3: 13,222 shares; 2025Q4: 23,168 shares 23,168 $1.71M 0.02% +9,946 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,080 shares; 2024Q4: 23,018 shares; 2025Q1: 26,543 shares; 2025Q2: 38,944 shares; 2025Q3: 45,824 shares; 2025Q4: 82,492 shares 82,492 $1.7M 0.02% +36,668 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: 457,446 shares; 2024Q4: 946,574 shares; 2025Q1: 33,062 shares; 2025Q2: 45,501 shares; 2025Q3: 50,093 shares; 2025Q4: 59,588 shares 59,588 $1.7M 0.02% +9,495 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 26,172 shares; 2025Q2: 28,148 shares; 2025Q3: 29,659 shares; 2025Q4: 32,913 shares 32,913 $1.69M 0.02% +3,254 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,583 shares; 2025Q1: not reported; 2025Q2: 43,485 shares; 2025Q3: 43,033 shares; 2025Q4: 42,892 shares 42,892 $1.69M 0.02% -141 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: 23,293 shares; 2024Q4: 24,208 shares; 2025Q1: 22,496 shares; 2025Q2: 21,462 shares; 2025Q3: 21,441 shares; 2025Q4: 36,280 shares 36,280 $1.66M 0.02% +14,839 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: 5,170 shares; 2024Q4: 5,325 shares; 2025Q1: 6,182 shares; 2025Q2: 6,452 shares; 2025Q3: 6,394 shares; 2025Q4: 7,215 shares 7,215 $1.66M 0.02% +821 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: 7,317 shares; 2024Q4: 16,949 shares; 2025Q1: 11,659 shares; 2025Q2: 17,495 shares; 2025Q3: 21,063 shares; 2025Q4: 20,562 shares 20,562 $1.65M 0.02% -501 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,594 shares; 2025Q3: 28,634 shares; 2025Q4: 31,384 shares 31,384 $1.65M 0.02% +2,750 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,032 shares; 2025Q1: 19,412 shares; 2025Q2: 30,272 shares; 2025Q3: 34,172 shares; 2025Q4: 37,210 shares 37,210 $1.64M 0.02% +3,038 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,055 shares; 2024Q4: 33,433 shares; 2025Q1: 33,296 shares; 2025Q2: 32,844 shares; 2025Q3: 29,199 shares; 2025Q4: 26,269 shares 26,269 $1.63M 0.02% -2,930 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,767 shares; 2025Q4: 16,413 shares 16,413 $1.61M 0.02% +13,646 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,398 shares; 2024Q4: 278,995 shares; 2025Q1: 310,857 shares; 2025Q2: 321,083 shares; 2025Q3: 24,654 shares; 2025Q4: 34,944 shares 34,944 $1.61M 0.02% +10,290 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: 167,507 shares; 2024Q4: 201,735 shares; 2025Q1: 10,730 shares; 2025Q2: 8,949 shares; 2025Q3: 7,771 shares; 2025Q4: 31,553 shares 31,553 $1.6M 0.02% +23,782 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: 80,382 shares; 2024Q4: 82,733 shares; 2025Q1: 89,263 shares; 2025Q2: 93,741 shares; 2025Q3: 118,579 shares; 2025Q4: 96,650 shares 96,650 $1.59M 0.02% -21,929 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,650 shares; 2024Q4: 27,477 shares; 2025Q1: 32,048 shares; 2025Q2: 34,319 shares; 2025Q3: 35,828 shares; 2025Q4: 35,873 shares 35,873 $1.59M 0.02% +45 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,095 shares 22,095 $1.59M 0.02% new 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: 5,001 shares; 2024Q4: 5,006 shares; 2025Q1: 5,040 shares; 2025Q2: 5,031 shares; 2025Q3: 5,727 shares; 2025Q4: 5,760 shares 5,760 $1.58M 0.02% +33 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,886 shares; 2024Q4: 24,547 shares; 2025Q1: 24,179 shares; 2025Q2: 42,563 shares; 2025Q3: 37,853 shares; 2025Q4: 34,000 shares 34,000 $1.57M 0.02% -3,853 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: 31,898 shares; 2024Q4: 41,381 shares; 2025Q1: 41,261 shares; 2025Q2: 40,199 shares; 2025Q3: 33,245 shares; 2025Q4: 31,720 shares 31,720 $1.56M 0.02% -1,525 Timeline SPIP 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: 21,886 shares; 2025Q1: 23,826 shares; 2025Q2: 40,304 shares; 2025Q3: 48,228 shares; 2025Q4: 58,823 shares 58,823 $1.53M 0.02% +10,595 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,143 shares; 2024Q4: 52,783 shares; 2025Q1: 51,391 shares; 2025Q2: 56,880 shares; 2025Q3: 42,042 shares; 2025Q4: 36,865 shares 36,865 $1.52M 0.02% -5,177 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: 799,682 shares; 2024Q4: 898,126 shares; 2025Q1: 172,803 shares; 2025Q2: 136,100 shares; 2025Q3: 115,406 shares; 2025Q4: 27,766 shares 27,766 $1.52M 0.02% -87,640 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,015 shares; 2024Q4: 84,704 shares; 2025Q1: 85,203 shares; 2025Q2: 10,162 shares; 2025Q3: 96,161 shares; 2025Q4: 119,894 shares 119,894 $1.52M 0.02% +23,733 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,758 shares; 2024Q4: 31,132 shares; 2025Q1: 81,028 shares; 2025Q2: 18,087 shares; 2025Q3: 31,888 shares; 2025Q4: 25,357 shares 25,357 $1.5M 0.02% -6,531 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,293 shares; 2024Q4: 61,275 shares; 2025Q1: 44,545 shares; 2025Q2: 55,330 shares; 2025Q3: 48,351 shares; 2025Q4: 30,484 shares 30,484 $1.5M 0.02% -17,867 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: 32,849 shares; 2024Q4: 32,234 shares; 2025Q1: 35,786 shares; 2025Q2: 38,180 shares; 2025Q3: 34,383 shares; 2025Q4: 33,235 shares 33,235 $1.49M 0.02% -1,148 Timeline TBLL 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: 7,927 shares; 2024Q4: 13,893 shares; 2025Q1: 16,359 shares; 2025Q2: 10,611 shares; 2025Q3: 12,194 shares; 2025Q4: 14,107 shares 14,107 $1.49M 0.02% +1,913 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,271 shares; 2025Q4: 37,740 shares 37,740 $1.44M 0.02% -1,531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 8,806 shares 8,806 $1.44M 0.02% +4,806 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,819 shares; 2024Q4: 10,520 shares; 2025Q1: 12,410 shares; 2025Q2: 60,898 shares; 2025Q3: 63,759 shares; 2025Q4: 63,267 shares 63,267 $1.43M 0.02% -492 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 8,844 shares; 2025Q1: 7,574 shares; 2025Q2: 6,177 shares; 2025Q3: 12,817 shares; 2025Q4: 25,871 shares 25,871 $1.42M 0.02% +13,054 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: 7,856 shares; 2024Q4: 8,058 shares; 2025Q1: 8,609 shares; 2025Q2: 9,802 shares; 2025Q3: 9,478 shares; 2025Q4: 8,804 shares 8,804 $1.42M 0.02% -674 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,591 shares 7,591 $1.42M 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,787 shares; 2024Q4: 8,188 shares; 2025Q1: 8,157 shares; 2025Q2: 8,048 shares; 2025Q3: 6,612 shares; 2025Q4: 14,206 shares 14,206 $1.41M 0.02% +7,594 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,766 shares; 2025Q1: 17,814 shares; 2025Q2: 23,916 shares; 2025Q3: 24,988 shares; 2025Q4: 24,878 shares 24,878 $1.41M 0.02% -110 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: 105,900 shares; 2024Q4: 57,779 shares; 2025Q1: 32,570 shares; 2025Q2: 27,274 shares; 2025Q3: 21,204 shares; 2025Q4: 23,516 shares 23,516 $1.41M 0.02% +2,312 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 21,332 shares; 2025Q2: 22,933 shares; 2025Q3: 25,309 shares; 2025Q4: 28,104 shares 28,104 $1.41M 0.02% +2,795 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: 42,475 shares; 2024Q4: 44,876 shares; 2025Q1: 297,667 shares; 2025Q2: 360,796 shares; 2025Q3: 50,038 shares; 2025Q4: 51,222 shares 51,222 $1.41M 0.02% +1,184 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: not reported; 2024Q4: 18,270 shares; 2025Q1: 18,853 shares; 2025Q2: 21,183 shares; 2025Q3: 30,512 shares; 2025Q4: 53,548 shares 53,548 $1.4M 0.02% +23,036 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: 77,315 shares; 2024Q4: 87,975 shares; 2025Q1: 124,677 shares; 2025Q2: 83,347 shares; 2025Q3: 32,432 shares; 2025Q4: 27,601 shares 27,601 $1.4M 0.02% -4,831 Timeline SCHQ 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: 26,166 shares; 2024Q4: 30,804 shares; 2025Q1: 33,356 shares; 2025Q2: 36,272 shares; 2025Q3: 38,771 shares; 2025Q4: 43,844 shares 43,844 $1.39M 0.02% +5,073 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: 12,850 shares; 2024Q4: 11,781 shares; 2025Q1: 8,712 shares; 2025Q2: 3,183 shares; 2025Q3: 7,278 shares; 2025Q4: 10,016 shares 10,016 $1.37M 0.02% +2,738 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,768 shares; 2025Q1: 2,698 shares; 2025Q2: 5,496 shares; 2025Q3: 6,303 shares; 2025Q4: 8,410 shares 8,410 $1.36M 0.02% +2,107 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,208 shares; 2025Q4: 17,241 shares 17,241 $1.36M 0.02% +10,033 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,676 shares; 2024Q4: 51,647 shares; 2025Q1: 53,851 shares; 2025Q2: 61,528 shares; 2025Q3: 60,799 shares; 2025Q4: 76,159 shares 76,159 $1.35M 0.02% +15,360 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,603 shares; 2025Q1: 13,905 shares; 2025Q2: 17,857 shares; 2025Q3: 18,530 shares; 2025Q4: 17,783 shares 17,783 $1.34M 0.02% -747 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,771 shares; 2024Q4: 198,659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,423 shares; 2025Q4: 23,721 shares 23,721 $1.34M 0.02% +13,298 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: 23,528 shares; 2024Q4: 23,074 shares; 2025Q1: 18,865 shares; 2025Q2: 17,207 shares; 2025Q3: 14,928 shares; 2025Q4: 13,412 shares 13,412 $1.34M 0.02% -1,516 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,399 shares; 2024Q4: 16,534 shares; 2025Q1: 17,435 shares; 2025Q2: 14,693 shares; 2025Q3: 18,761 shares; 2025Q4: 19,596 shares 19,596 $1.33M 0.02% +835 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: 3,508 shares; 2024Q4: 4,063 shares; 2025Q1: 9,440 shares; 2025Q2: 72,306 shares; 2025Q3: 63,301 shares; 2025Q4: 24,702 shares 24,702 $1.33M 0.02% -38,599 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: 27,501 shares; 2024Q4: 36,009 shares; 2025Q1: 3,793 shares; 2025Q2: 3,620 shares; 2025Q3: 2,775 shares; 2025Q4: 3,793 shares 3,793 $1.33M 0.02% +1,018 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 957 shares; 2025Q1: 1,244 shares; 2025Q2: 1,201 shares; 2025Q3: 2,499 shares; 2025Q4: 3,123 shares 3,123 $1.32M 0.02% +624 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,557 shares; 2024Q4: 26,234 shares; 2025Q1: 27,468 shares; 2025Q2: 24,177 shares; 2025Q3: 24,365 shares; 2025Q4: 25,573 shares 25,573 $1.31M 0.02% +1,208 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,905 shares; 2025Q4: 49,805 shares 49,805 $1.31M 0.02% +27,900 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 21,032 shares; 2025Q1: 24,160 shares; 2025Q2: 23,236 shares; 2025Q3: 31,499 shares; 2025Q4: 26,979 shares 26,979 $1.3M 0.02% -4,520 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 6,821 shares; 2025Q4: 17,634 shares 17,634 $1.3M 0.02% +10,813 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: 185,956 shares; 2024Q4: 201,495 shares; 2025Q1: 6,623 shares; 2025Q2: 20,099 shares; 2025Q3: 12,250 shares; 2025Q4: 16,457 shares 16,457 $1.28M 0.02% +4,207 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: 1,478 shares; 2024Q4: 1,603 shares; 2025Q1: 1,700 shares; 2025Q2: 2,204 shares; 2025Q3: 2,102 shares; 2025Q4: 2,222 shares 2,222 $1.27M 0.02% +120 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 8,700 shares 8,700 $1.26M 0.02% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 8,613 shares; 2025Q1: 21,267 shares; 2025Q2: 24,981 shares; 2025Q3: 43,443 shares; 2025Q4: 41,933 shares 41,933 $1.26M 0.02% -1,510 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,262 shares; 2025Q4: 28,163 shares 28,163 $1.25M 0.02% +9,901 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 7,541 shares; 2025Q1: 13,846 shares; 2025Q2: 11,270 shares; 2025Q3: 11,770 shares; 2025Q4: 10,865 shares 10,865 $1.25M 0.02% -905 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,763 shares 22,763 $1.25M 0.02% new Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,737 shares; 2025Q4: 43,699 shares 43,699 $1.25M 0.02% +16,962 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: 66,741 shares; 2024Q4: 76,527 shares; 2025Q1: 100,002 shares; 2025Q2: 101,052 shares; 2025Q3: 18,774 shares; 2025Q4: 16,480 shares 16,480 $1.24M 0.02% -2,294 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: 8,392 shares; 2024Q4: 7,508 shares; 2025Q1: 10,157 shares; 2025Q2: 10,717 shares; 2025Q3: 17,913 shares; 2025Q4: 15,117 shares 15,117 $1.24M 0.02% -2,796 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: 23,028 shares; 2024Q4: 21,156 shares; 2025Q1: 18,570 shares; 2025Q2: 20,093 shares; 2025Q3: 15,790 shares; 2025Q4: 14,585 shares 14,585 $1.23M 0.02% -1,205 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: 1,598 shares; 2024Q4: 1,871 shares; 2025Q1: 1,867 shares; 2025Q2: 2,195 shares; 2025Q3: 2,449 shares; 2025Q4: 2,761 shares 2,761 $1.23M 0.02% +312 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 198,739 shares 198,739 $1.23M 0.02% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 6,554 shares; 2025Q1: 5,168 shares; 2025Q2: 5,151 shares; 2025Q3: 35,429 shares; 2025Q4: 24,330 shares 24,330 $1.22M 0.02% -11,099 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,710 shares; 2025Q3: 18,814 shares; 2025Q4: 23,851 shares 23,851 $1.22M 0.02% +5,037 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,851 shares; 2025Q4: 12,297 shares 12,297 $1.22M 0.02% -5,554 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,299 shares; 2025Q4: 17,562 shares 17,562 $1.22M 0.02% +11,263 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,347 shares 14,347 $1.22M 0.02% new Timeline PFEB 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: 23,225 shares; 2024Q4: 22,955 shares; 2025Q1: 25,208 shares; 2025Q2: 36,419 shares; 2025Q3: 30,901 shares; 2025Q4: 29,864 shares 29,864 $1.22M 0.02% -1,037 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: 24,396 shares; 2024Q4: 26,486 shares; 2025Q1: 25,556 shares; 2025Q2: 23,951 shares; 2025Q3: 31,114 shares; 2025Q4: 27,805 shares 27,805 $1.22M 0.02% -3,309 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 4,090 shares; 2025Q1: 4,310 shares; 2025Q2: 4,343 shares; 2025Q3: 11,976 shares; 2025Q4: 21,137 shares 21,137 $1.22M 0.02% +9,161 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: 2,893 shares; 2024Q4: 4,209 shares; 2025Q1: 4,207 shares; 2025Q2: 6,032 shares; 2025Q3: 5,863 shares; 2025Q4: 5,519 shares 5,519 $1.21M 0.02% -344 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: 2,024 shares; 2024Q4: 2,037 shares; 2025Q1: 2,127 shares; 2025Q2: 4,517 shares; 2025Q3: 4,219 shares; 2025Q4: 4,962 shares 4,962 $1.2M 0.02% +743 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,411 shares; 2025Q1: 13,221 shares; 2025Q2: 15,056 shares; 2025Q3: 15,723 shares; 2025Q4: 16,543 shares 16,543 $1.2M 0.02% +820 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: 3,438 shares; 2024Q4: 4,068 shares; 2025Q1: 5,082 shares; 2025Q2: 5,041 shares; 2025Q3: 5,559 shares; 2025Q4: 5,674 shares 5,674 $1.19M 0.02% +115 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,885 shares; 2025Q3: 30,805 shares; 2025Q4: 29,819 shares 29,819 $1.18M 0.02% -986 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,286 shares; 2025Q4: 26,810 shares 26,810 $1.18M 0.02% +10,524 Timeline TAN 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: 23,882 shares 23,882 $1.17M 0.02% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,201 shares; 2025Q1: 22,749 shares; 2025Q2: 34,528 shares; 2025Q3: 31,150 shares; 2025Q4: 30,254 shares 30,254 $1.17M 0.02% -896 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,827 shares 15,827 $1.17M 0.02% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,210 shares; 2025Q1: 4,628 shares; 2025Q2: 4,260 shares; 2025Q3: 13,274 shares; 2025Q4: 15,026 shares 15,026 $1.17M 0.02% +1,752 Timeline FXED TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,122 shares; 2025Q3: 70,033 shares; 2025Q4: 64,950 shares 64,950 $1.16M 0.02% -5,083 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,844 shares; 2024Q4: 22,031 shares; 2025Q1: 22,324 shares; 2025Q2: 13,639 shares; 2025Q3: 19,697 shares; 2025Q4: 14,757 shares 14,757 $1.16M 0.02% -4,940 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,538 shares; 2024Q4: 40,494 shares; 2025Q1: 32,785 shares; 2025Q2: 29,161 shares; 2025Q3: 28,674 shares; 2025Q4: 87,650 shares 87,650 $1.16M 0.02% +58,976 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: 1,830 shares; 2024Q4: 3,763 shares; 2025Q1: 3,460 shares; 2025Q2: 3,560 shares; 2025Q3: 3,805 shares; 2025Q4: 3,620 shares 3,620 $1.15M 0.02% -185 Timeline XTJL 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: 34,282 shares; 2024Q4: 33,218 shares; 2025Q1: 33,340 shares; 2025Q2: 32,442 shares; 2025Q3: 31,012 shares; 2025Q4: 29,595 shares 29,595 $1.15M 0.02% -1,417 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: 10,106 shares; 2024Q4: 11,237 shares; 2025Q1: 10,055 shares; 2025Q2: 9,342 shares; 2025Q3: 8,339 shares; 2025Q4: 16,296 shares 16,296 $1.15M 0.02% +7,957 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN 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: 6,602 shares; 2025Q4: 21,682 shares 21,682 $1.14M 0.02% +15,080 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 12,465 shares; 2025Q1: 518,849 shares; 2025Q2: 528,530 shares; 2025Q3: 804,624 shares; 2025Q4: 10,732 shares 10,732 $1.13M 0.01% -793,892 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 31,834 shares; 2025Q4: 40,202 shares 40,202 $1.13M 0.01% +8,368 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,725 shares; 2024Q4: 74,226 shares; 2025Q1: 112,031 shares; 2025Q2: 73,485 shares; 2025Q3: 31,778 shares; 2025Q4: 16,692 shares 16,692 $1.13M 0.01% -15,086 Timeline UAUG 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: 15,854 shares; 2024Q4: 11,809 shares; 2025Q1: 14,148 shares; 2025Q2: 8,724 shares; 2025Q3: 21,238 shares; 2025Q4: 28,200 shares 28,200 $1.13M 0.01% +6,962 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: 15,087 shares; 2024Q4: 15,352 shares; 2025Q1: 16,781 shares; 2025Q2: 15,634 shares; 2025Q3: 13,332 shares; 2025Q4: 20,779 shares 20,779 $1.12M 0.01% +7,447 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: not reported; 2025Q1: 6,397 shares; 2025Q2: 6,331 shares; 2025Q3: 6,223 shares; 2025Q4: 6,206 shares 6,206 $1.12M 0.01% -17 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: 2,065 shares; 2024Q4: 2,414 shares; 2025Q1: 2,708 shares; 2025Q2: 3,146 shares; 2025Q3: 3,544 shares; 2025Q4: 3,838 shares 3,838 $1.11M 0.01% +294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,658 shares; 2025Q4: 46,528 shares 46,528 $1.11M 0.01% +28,870 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 2,246 shares; 2025Q1: 2,824 shares; 2025Q2: 2,224 shares; 2025Q3: 3,581 shares; 2025Q4: 4,019 shares 4,019 $1.11M 0.01% +438 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: 2,107 shares; 2024Q4: 4,618 shares; 2025Q1: 5,074 shares; 2025Q2: 8,117 shares; 2025Q3: 4,098 shares; 2025Q4: 6,584 shares 6,584 $1.11M 0.01% +2,486 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: 12,182 shares; 2024Q4: 12,052 shares; 2025Q1: 11,724 shares; 2025Q2: 21,269 shares; 2025Q3: 23,782 shares; 2025Q4: 20,105 shares 20,105 $1.1M 0.01% -3,677 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: 2,011 shares; 2024Q4: 2,075 shares; 2025Q1: 4,413 shares; 2025Q2: 4,460 shares; 2025Q3: 3,817 shares; 2025Q4: 3,787 shares 3,787 $1.09M 0.01% -30 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: 13,212 shares; 2024Q4: 12,968 shares; 2025Q1: 9,928 shares; 2025Q2: 8,609 shares; 2025Q3: 12,361 shares; 2025Q4: 13,442 shares 13,442 $1.09M 0.01% +1,081 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 3,171 shares; 2025Q4: 4,038 shares 4,038 $1.09M 0.01% +867 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: 12,501 shares; 2025Q3: 19,393 shares; 2025Q4: 20,371 shares 20,371 $1.08M 0.01% +978 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,079 shares; 2024Q4: 40,955 shares; 2025Q1: 39,583 shares; 2025Q2: 39,543 shares; 2025Q3: 29,018 shares; 2025Q4: 29,722 shares 29,722 $1.08M 0.01% +704 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,371 shares; 2024Q4: 20,851 shares; 2025Q1: 14,535 shares; 2025Q2: 14,187 shares; 2025Q3: 13,421 shares; 2025Q4: 11,664 shares 11,664 $1.07M 0.01% -1,757 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 14,708 shares; 2025Q1: 28,391 shares; 2025Q2: 34,571 shares; 2025Q3: 32,543 shares; 2025Q4: 39,139 shares 39,139 $1.07M 0.01% +6,596 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,596 shares; 2025Q4: 11,653 shares 11,653 $1.07M 0.01% +2,057 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: 985 shares; 2024Q4: 1,039 shares; 2025Q1: 1,111 shares; 2025Q2: 1,182 shares; 2025Q3: 1,111 shares; 2025Q4: 1,765 shares 1,765 $1.06M 0.01% +654 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,082 shares; 2024Q4: 27,261 shares; 2025Q1: 32,563 shares; 2025Q2: 33,354 shares; 2025Q3: 29,013 shares; 2025Q4: 32,213 shares 32,213 $1.06M 0.01% +3,200 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: 4,034 shares; 2024Q4: 16,057 shares; 2025Q1: 15,093 shares; 2025Q2: 18,327 shares; 2025Q3: 36,449 shares; 2025Q4: 35,902 shares 35,902 $1.06M 0.01% -547 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,803 shares; 2025Q4: 58,815 shares 58,815 $1.06M 0.01% +39,012 Timeline