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: restricted; 2024Q4: 4,755,325 shares; 2025Q1: 3,447,304 shares; 2025Q2: 3,554,841 shares; 2025Q3: 3,749,672 shares; 2025Q4: 4,039,470 shares 4,039,470 $324M 5.14% +289,798 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: restricted; 2024Q4: 239,558 shares; 2025Q1: 275,343 shares; 2025Q2: 273,393 shares; 2025Q3: 285,163 shares; 2025Q4: 299,159 shares 299,159 $145M 2.3% +13,996 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: restricted; 2024Q4: 652,592 shares; 2025Q1: 802,376 shares; 2025Q2: 772,006 shares; 2025Q3: 792,506 shares; 2025Q4: 771,614 shares 771,614 $144M 2.28% -20,892 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: restricted; 2024Q4: 483,943 shares; 2025Q1: 543,359 shares; 2025Q2: 550,308 shares; 2025Q3: 571,895 shares; 2025Q4: 608,288 shares 608,288 $140M 2.23% +36,393 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: restricted; 2024Q4: 385,597 shares; 2025Q1: 440,334 shares; 2025Q2: 465,265 shares; 2025Q3: 481,952 shares; 2025Q4: 506,680 shares 506,680 $138M 2.19% +24,728 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: restricted; 2024Q4: 2,260,404 shares; 2025Q1: 1,771,459 shares; 2025Q2: 1,875,326 shares; 2025Q3: 2,406,817 shares; 2025Q4: 2,653,434 shares 2,653,434 $132M 2.09% +246,617 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: restricted; 2024Q4: 438,348 shares; 2025Q1: 479,481 shares; 2025Q2: 488,091 shares; 2025Q3: 489,836 shares; 2025Q4: 398,030 shares 398,030 $125M 1.98% -91,806 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: restricted; 2024Q4: 691,322 shares; 2025Q1: 1,193,068 shares; 2025Q2: 1,204,258 shares; 2025Q3: 1,314,112 shares; 2025Q4: 1,362,051 shares 1,362,051 $112M 1.78% +47,939 Timeline JMBS 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: restricted; 2024Q4: 1,544,857 shares; 2025Q1: 1,989,708 shares; 2025Q2: 1,988,133 shares; 2025Q3: 2,138,813 shares; 2025Q4: 2,227,206 shares 2,227,206 $102M 1.62% +88,393 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: restricted; 2024Q4: 3,628,564 shares; 2025Q1: 2,105,458 shares; 2025Q2: 2,112,631 shares; 2025Q3: 2,128,703 shares; 2025Q4: 2,185,934 shares 2,185,934 $97.1M 1.54% +57,231 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,351,067 shares; 2025Q1: 4,070,096 shares; 2025Q2: 3,897,587 shares; 2025Q3: 3,834,575 shares; 2025Q4: 3,743,769 shares 3,743,769 $96.4M 1.53% -90,806 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: restricted; 2024Q4: 110,036 shares; 2025Q1: 118,291 shares; 2025Q2: 121,699 shares; 2025Q3: 129,103 shares; 2025Q4: 144,027 shares 144,027 $95.1M 1.51% +14,924 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: restricted; 2024Q4: 918,918 shares; 2025Q1: 906,303 shares; 2025Q2: 922,651 shares; 2025Q3: 992,839 shares; 2025Q4: 1,101,614 shares 1,101,614 $94M 1.49% +108,775 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: restricted; 2024Q4: 2,205,348 shares; 2025Q1: 1,642,236 shares; 2025Q2: 1,668,983 shares; 2025Q3: 1,752,971 shares; 2025Q4: 1,785,248 shares 1,785,248 $93.8M 1.49% +32,277 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,146,132 shares; 2025Q4: 3,232,834 shares 3,232,834 $93.6M 1.49% +86,702 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,008,135 shares; 2025Q2: 2,031,726 shares; 2025Q3: 2,138,180 shares; 2025Q4: 2,201,985 shares 2,201,985 $89.9M 1.43% +63,805 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: restricted; 2024Q4: 592,175 shares; 2025Q1: 1,014,627 shares; 2025Q2: 1,022,529 shares; 2025Q3: 1,070,663 shares; 2025Q4: 1,105,369 shares 1,105,369 $85.1M 1.35% +34,706 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: restricted; 2024Q4: 1,405,565 shares; 2025Q1: 1,489,378 shares; 2025Q2: 1,452,667 shares; 2025Q3: 1,438,188 shares; 2025Q4: 1,409,616 shares 1,409,616 $70.8M 1.12% -28,572 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407,020 shares; 2025Q4: 1,378,955 shares 1,378,955 $70.5M 1.12% -28,065 Timeline IETC 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: restricted; 2024Q4: not reported; 2025Q1: 106,550 shares; 2025Q2: 123,960 shares; 2025Q3: 624,588 shares; 2025Q4: 673,735 shares 673,735 $68.4M 1.09% +49,147 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,623 shares; 2025Q4: 264,052 shares 264,052 $66.8M 1.06% +8,429 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: restricted; 2024Q4: 168,911 shares; 2025Q1: 176,792 shares; 2025Q2: 215,202 shares; 2025Q3: 215,950 shares; 2025Q4: 188,891 shares 188,891 $65.4M 1.04% -27,059 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: restricted; 2024Q4: 76,421 shares; 2025Q1: 83,707 shares; 2025Q2: 77,204 shares; 2025Q3: 75,120 shares; 2025Q4: 72,864 shares 72,864 $64M 1.02% -2,256 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: restricted; 2024Q4: 1,085,911 shares; 2025Q1: 1,052,654 shares; 2025Q2: 1,080,944 shares; 2025Q3: 1,164,354 shares; 2025Q4: 1,257,023 shares 1,257,023 $63.6M 1.01% +92,669 Timeline XFIV 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: restricted; 2024Q4: 898,410 shares; 2025Q1: 1,003,802 shares; 2025Q2: 1,061,858 shares; 2025Q3: 1,137,389 shares; 2025Q4: 1,262,202 shares 1,262,202 $62.5M 0.99% +124,813 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: restricted; 2024Q4: 173,293 shares; 2025Q1: 187,422 shares; 2025Q2: 187,431 shares; 2025Q3: 188,391 shares; 2025Q4: 193,446 shares 193,446 $62.3M 0.99% +5,055 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: restricted; 2024Q4: 298,807 shares; 2025Q1: 336,000 shares; 2025Q2: 331,198 shares; 2025Q3: 337,071 shares; 2025Q4: 329,766 shares 329,766 $58.5M 0.93% -7,305 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: restricted; 2024Q4: not reported; 2025Q1: 922,438 shares; 2025Q2: 956,788 shares; 2025Q3: 1,010,950 shares; 2025Q4: 1,098,513 shares 1,098,513 $55.9M 0.89% +87,563 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100,354 shares; 2025Q1: 998,982 shares; 2025Q2: 1,001,796 shares; 2025Q3: 1,044,173 shares; 2025Q4: 1,076,536 shares 1,076,536 $55.5M 0.88% +32,363 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: restricted; 2024Q4: 269,607 shares; 2025Q1: 288,909 shares; 2025Q2: 317,405 shares; 2025Q3: 330,205 shares; 2025Q4: 339,307 shares 339,307 $51.7M 0.82% +9,102 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323,678 shares; 2025Q3: 1,328,792 shares; 2025Q4: 1,352,794 shares 1,352,794 $51.5M 0.82% +24,002 Timeline IGTR 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: restricted; 2024Q4: 4,682,613 shares; 2025Q1: 2,970,506 shares; 2025Q2: 2,465,471 shares; 2025Q3: 2,034,667 shares; 2025Q4: 1,714,366 shares 1,714,366 $48.1M 0.76% -320,301 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: restricted; 2024Q4: 778,326 shares; 2025Q1: 741,982 shares; 2025Q2: 784,172 shares; 2025Q3: 837,900 shares; 2025Q4: 932,204 shares 932,204 $48M 0.76% +94,304 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: restricted; 2024Q4: 97,007 shares; 2025Q1: 110,967 shares; 2025Q2: 123,184 shares; 2025Q3: 141,503 shares; 2025Q4: 142,934 shares 142,934 $47.2M 0.75% +1,431 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: restricted; 2024Q4: 7,360 shares; 2025Q1: 6,305 shares; 2025Q2: 6,913 shares; 2025Q3: 821,185 shares; 2025Q4: 856,963 shares 856,963 $46.9M 0.75% +35,778 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: restricted; 2024Q4: 434,767 shares; 2025Q1: 449,100 shares; 2025Q2: 451,679 shares; 2025Q3: 463,263 shares; 2025Q4: 479,133 shares 479,133 $46M 0.73% +15,870 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: restricted; 2024Q4: 356,282 shares; 2025Q1: 407,929 shares; 2025Q2: 396,702 shares; 2025Q3: 420,697 shares; 2025Q4: 408,514 shares 408,514 $45.5M 0.72% -12,183 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,061 shares; 2025Q1: 271,663 shares; 2025Q2: 267,985 shares; 2025Q3: 283,989 shares; 2025Q4: 457,664 shares 457,664 $44.7M 0.71% +173,675 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: restricted; 2024Q4: 148,713 shares; 2025Q1: 151,312 shares; 2025Q2: 145,123 shares; 2025Q3: 147,954 shares; 2025Q4: 124,825 shares 124,825 $43.8M 0.69% -23,129 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: restricted; 2024Q4: 280,294 shares; 2025Q1: 285,351 shares; 2025Q2: 293,031 shares; 2025Q3: 299,406 shares; 2025Q4: 346,541 shares 346,541 $43.4M 0.69% +47,135 Timeline XSVN 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: restricted; 2024Q4: 509,059 shares; 2025Q1: 716,574 shares; 2025Q2: 757,601 shares; 2025Q3: 811,105 shares; 2025Q4: 899,690 shares 899,690 $43.2M 0.69% +88,585 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: restricted; 2024Q4: 66,404 shares; 2025Q1: 71,199 shares; 2025Q2: 77,230 shares; 2025Q3: 82,881 shares; 2025Q4: 83,965 shares 83,965 $42.2M 0.67% +1,084 Timeline XBJL 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: restricted; 2024Q4: 3,152,690 shares; 2025Q1: 2,046,084 shares; 2025Q2: 1,092,508 shares; 2025Q3: 1,100,735 shares; 2025Q4: 1,076,998 shares 1,076,998 $41.2M 0.65% -23,737 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: restricted; 2024Q4: 505,386 shares; 2025Q1: 520,237 shares; 2025Q2: 530,110 shares; 2025Q3: 546,081 shares; 2025Q4: 587,039 shares 587,039 $41M 0.65% +40,958 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: restricted; 2024Q4: 229,571 shares; 2025Q1: 281,973 shares; 2025Q2: 361,821 shares; 2025Q3: 366,198 shares; 2025Q4: 428,794 shares 428,794 $39.2M 0.62% +62,596 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,420,925 shares; 2025Q1: 413,487 shares; 2025Q2: 406,825 shares; 2025Q3: 692,313 shares; 2025Q4: 721,667 shares 721,667 $38.9M 0.62% +29,354 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: restricted; 2024Q4: 115,784 shares; 2025Q1: 119,725 shares; 2025Q2: 121,309 shares; 2025Q3: 124,921 shares; 2025Q4: 126,940 shares 126,940 $38.8M 0.62% +2,019 Timeline XTRE 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: restricted; 2024Q4: 487,210 shares; 2025Q1: 613,391 shares; 2025Q2: 648,316 shares; 2025Q3: 693,407 shares; 2025Q4: 771,343 shares 771,343 $38.4M 0.61% +77,936 Timeline DDTL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,778,692 shares; 2025Q4: 1,818,559 shares 1,818,559 $38.1M 0.6% +39,867 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: restricted; 2024Q4: 53,782 shares; 2025Q1: 69,324 shares; 2025Q2: 74,381 shares; 2025Q3: 109,237 shares; 2025Q4: 119,329 shares 119,329 $38M 0.6% +10,092 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: restricted; 2024Q4: 646,120 shares; 2025Q1: 696,416 shares; 2025Q2: 673,501 shares; 2025Q3: 684,034 shares; 2025Q4: 686,142 shares 686,142 $37.7M 0.6% +2,108 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: restricted; 2024Q4: 534,545 shares; 2025Q1: 427,001 shares; 2025Q2: 423,183 shares; 2025Q3: 605,766 shares; 2025Q4: 628,139 shares 628,139 $37.6M 0.6% +22,373 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: restricted; 2024Q4: 94,329 shares; 2025Q1: 115,854 shares; 2025Q2: 137,054 shares; 2025Q3: 146,984 shares; 2025Q4: 153,548 shares 153,548 $37M 0.59% +6,564 Timeline SPTI 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: restricted; 2024Q4: 13,904 shares; 2025Q1: 1,151,200 shares; 2025Q2: 1,153,761 shares; 2025Q3: 1,218,560 shares; 2025Q4: 1,274,860 shares 1,274,860 $36.8M 0.58% +56,300 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: restricted; 2024Q4: 234,791 shares; 2025Q1: 253,326 shares; 2025Q2: 215,788 shares; 2025Q3: 224,312 shares; 2025Q4: 253,089 shares 253,089 $36.3M 0.58% +28,777 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415,168 shares 415,168 $36.2M 0.57% new Timeline NAUG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,181,893 shares; 2025Q4: 1,205,780 shares 1,205,780 $35.7M 0.57% +23,887 Timeline XTEN 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: restricted; 2024Q4: 351,654 shares; 2025Q1: 408,464 shares; 2025Q2: 434,151 shares; 2025Q3: 667,789 shares; 2025Q4: 738,835 shares 738,835 $34.1M 0.54% +71,046 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: restricted; 2024Q4: not reported; 2025Q1: 45,383 shares; 2025Q2: 96,304 shares; 2025Q3: 189,300 shares; 2025Q4: 298,812 shares 298,812 $33.4M 0.53% +109,512 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: restricted; 2024Q4: not reported; 2025Q1: 518,784 shares; 2025Q2: 552,157 shares; 2025Q3: 593,889 shares; 2025Q4: 664,662 shares 664,662 $33.3M 0.53% +70,773 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,869 shares; 2025Q1: 40,188 shares; 2025Q2: 40,276 shares; 2025Q3: 41,009 shares; 2025Q4: 39,420 shares 39,420 $31.9M 0.51% -1,589 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: restricted; 2024Q4: 125,525 shares; 2025Q1: 145,097 shares; 2025Q2: 152,520 shares; 2025Q3: 163,746 shares; 2025Q4: 172,928 shares 172,928 $31.9M 0.51% +9,182 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: restricted; 2024Q4: 212,608 shares; 2025Q1: 220,249 shares; 2025Q2: 222,172 shares; 2025Q3: 227,549 shares; 2025Q4: 151,862 shares 151,862 $31.4M 0.5% -75,687 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: restricted; 2024Q4: 254,885 shares; 2025Q1: 243,727 shares; 2025Q2: 261,689 shares; 2025Q3: 402,140 shares; 2025Q4: 462,030 shares 462,030 $31.3M 0.5% +59,890 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: restricted; 2024Q4: 25,308 shares; 2025Q1: 26,773 shares; 2025Q2: 25,456 shares; 2025Q3: 27,224 shares; 2025Q4: 325,918 shares 325,918 $30.6M 0.49% +298,694 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: restricted; 2024Q4: not reported; 2025Q1: 65,023 shares; 2025Q2: 127,921 shares; 2025Q3: 196,005 shares; 2025Q4: 278,687 shares 278,687 $29.9M 0.47% +82,682 Timeline SMOT 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: restricted; 2024Q4: 1,119,600 shares; 2025Q1: 1,212,034 shares; 2025Q2: 1,236,426 shares; 2025Q3: 788,664 shares; 2025Q4: 822,960 shares 822,960 $29.8M 0.47% +34,296 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 253,236 shares; 2025Q1: 326,693 shares; 2025Q2: 287,788 shares; 2025Q3: 294,904 shares; 2025Q4: 214,455 shares 214,455 $29M 0.46% -80,449 Timeline CRPT 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: restricted; 2024Q4: 884,922 shares; 2025Q1: 1,106,704 shares; 2025Q2: 1,269,793 shares; 2025Q3: 1,569,583 shares; 2025Q4: 1,928,427 shares 1,928,427 $28.9M 0.46% +358,844 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: restricted; 2024Q4: 217,557 shares; 2025Q1: 234,025 shares; 2025Q2: 244,452 shares; 2025Q3: 251,593 shares; 2025Q4: 168,110 shares 168,110 $28.8M 0.46% -83,483 Timeline TJUL 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: restricted; 2024Q4: 1,959,830 shares; 2025Q1: 943,664 shares; 2025Q2: 933,296 shares; 2025Q3: 953,418 shares; 2025Q4: 965,144 shares 965,144 $28.6M 0.45% +11,726 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: restricted; 2024Q4: 144,433 shares; 2025Q1: 118,424 shares; 2025Q2: 137,624 shares; 2025Q3: 165,616 shares; 2025Q4: 190,317 shares 190,317 $28.1M 0.45% +24,701 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: restricted; 2024Q4: 268,998 shares; 2025Q1: 295,653 shares; 2025Q2: 345,277 shares; 2025Q3: 426,945 shares; 2025Q4: 489,567 shares 489,567 $27.9M 0.44% +62,622 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: restricted; 2024Q4: 328,279 shares; 2025Q1: 345,979 shares; 2025Q2: 367,225 shares; 2025Q3: 273,379 shares; 2025Q4: 330,344 shares 330,344 $27.8M 0.44% +56,965 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,306 shares; 2025Q4: 44,209 shares 44,209 $27.5M 0.44% +3,903 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,112 shares; 2025Q1: 77,113 shares; 2025Q2: 82,924 shares; 2025Q3: 87,652 shares; 2025Q4: 100,542 shares 100,542 $26.4M 0.42% +12,890 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605,507 shares; 2025Q3: 608,128 shares; 2025Q4: 582,601 shares 582,601 $26.1M 0.42% -25,527 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: restricted; 2024Q4: 236,549 shares; 2025Q1: 277,591 shares; 2025Q2: 241,160 shares; 2025Q3: 251,280 shares; 2025Q4: 274,534 shares 274,534 $25.7M 0.41% +23,254 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,108 shares; 2025Q1: 94,170 shares; 2025Q2: 114,922 shares; 2025Q3: 122,873 shares; 2025Q4: 145,595 shares 145,595 $25.5M 0.41% +22,722 Timeline ISEP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727,954 shares; 2025Q3: 747,534 shares; 2025Q4: 768,513 shares 768,513 $25M 0.4% +20,979 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: restricted; 2024Q4: 21,348 shares; 2025Q1: 25,251 shares; 2025Q2: 24,534 shares; 2025Q3: 26,340 shares; 2025Q4: 28,345 shares 28,345 $24.4M 0.39% +2,005 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: restricted; 2024Q4: 55,822 shares; 2025Q1: 71,975 shares; 2025Q2: 66,680 shares; 2025Q3: 70,469 shares; 2025Q4: 57,159 shares 57,159 $24.1M 0.38% -13,310 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 529,257 shares; 2025Q1: 432,585 shares; 2025Q2: 429,661 shares; 2025Q3: 462,498 shares; 2025Q4: 481,518 shares 481,518 $23.9M 0.38% +19,020 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,088 shares; 2025Q1: 25,863 shares; 2025Q2: 24,527 shares; 2025Q3: 26,407 shares; 2025Q4: 155,305 shares 155,305 $23.8M 0.38% +128,898 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,393 shares; 2025Q1: 223,168 shares; 2025Q2: 230,097 shares; 2025Q3: 175,026 shares; 2025Q4: 172,694 shares 172,694 $22.5M 0.36% -2,332 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216,899 shares; 2025Q1: 224,375 shares; 2025Q2: 218,414 shares; 2025Q3: 230,372 shares; 2025Q4: 234,261 shares 234,261 $22.3M 0.35% +3,889 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: restricted; 2024Q4: 413,584 shares; 2025Q1: 430,352 shares; 2025Q2: 435,103 shares; 2025Q3: 447,269 shares; 2025Q4: 458,127 shares 458,127 $22.2M 0.35% +10,858 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 254,543 shares; 2025Q1: 281,325 shares; 2025Q2: 269,748 shares; 2025Q3: 291,663 shares; 2025Q4: 332,006 shares 332,006 $22M 0.35% +40,343 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: restricted; 2024Q4: 372 shares; 2025Q1: 670 shares; 2025Q2: 669 shares; 2025Q3: 835 shares; 2025Q4: 20,469 shares 20,469 $22M 0.35% +19,634 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,900 shares; 2025Q1: 347,529 shares; 2025Q2: 324,218 shares; 2025Q3: 343,973 shares; 2025Q4: 369,410 shares 369,410 $21.6M 0.34% +25,437 Timeline LOUP 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: restricted; 2024Q4: not reported; 2025Q1: 164,235 shares; 2025Q2: 193,309 shares; 2025Q3: 245,725 shares; 2025Q4: 279,217 shares 279,217 $21.3M 0.34% +33,492 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: restricted; 2024Q4: 369,512 shares; 2025Q1: 403,211 shares; 2025Q2: 425,198 shares; 2025Q3: 442,446 shares; 2025Q4: 265,698 shares 265,698 $21.3M 0.34% -176,748 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,667 shares; 2025Q1: 222,967 shares; 2025Q2: 259,180 shares; 2025Q3: 319,444 shares; 2025Q4: 357,539 shares 357,539 $21.1M 0.33% +38,095 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324,617 shares; 2025Q1: 363,039 shares; 2025Q2: 459,127 shares; 2025Q3: 471,721 shares; 2025Q4: 457,399 shares 457,399 $20.8M 0.33% -14,322 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477,410 shares; 2025Q1: 525,042 shares; 2025Q2: 548,423 shares; 2025Q3: 578,088 shares; 2025Q4: 503,336 shares 503,336 $20.8M 0.33% -74,752 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: restricted; 2024Q4: not reported; 2025Q1: 108,909 shares; 2025Q2: 126,890 shares; 2025Q3: 164,073 shares; 2025Q4: 189,009 shares 189,009 $20.7M 0.33% +24,936 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,130 shares; 2025Q4: 109,038 shares 109,038 $20.5M 0.33% +107,908 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,145 shares 132,145 $20.3M 0.32% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,412 shares 35,412 $20.1M 0.32% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 797,718 shares; 2025Q1: 603,378 shares; 2025Q2: 600,721 shares; 2025Q3: 719,462 shares; 2025Q4: 752,071 shares 752,071 $19.9M 0.32% +32,609 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,826 shares; 2025Q1: 20,669 shares; 2025Q2: 24,684 shares; 2025Q3: 25,724 shares; 2025Q4: 25,817 shares 25,817 $19.8M 0.31% +93 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,013 shares; 2025Q3: 40,977 shares; 2025Q4: 43,595 shares 43,595 $19.8M 0.31% +2,618 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,473 shares; 2025Q3: 58,664 shares; 2025Q4: 69,161 shares 69,161 $19.7M 0.31% +10,497 Timeline PRIV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697,470 shares; 2025Q4: 770,852 shares 770,852 $19.6M 0.31% +73,382 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,157 shares; 2025Q1: 32,022 shares; 2025Q2: 41,237 shares; 2025Q3: 42,524 shares; 2025Q4: 41,554 shares 41,554 $19.5M 0.31% -970 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 576,184 shares; 2025Q2: 590,911 shares; 2025Q3: 603,306 shares; 2025Q4: 622,709 shares 622,709 $19.2M 0.31% +19,403 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: restricted; 2024Q4: 454 shares; 2025Q1: 13,331 shares; 2025Q2: 20,904 shares; 2025Q3: 25,348 shares; 2025Q4: 27,130 shares 27,130 $18.6M 0.29% +1,782 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,243 shares; 2025Q3: 99,964 shares; 2025Q4: 897,563 shares 897,563 $18.5M 0.29% +797,599 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: restricted; 2024Q4: 5,531 shares; 2025Q1: 4,605 shares; 2025Q2: 28,194 shares; 2025Q3: 23,388 shares; 2025Q4: 155,423 shares 155,423 $18.1M 0.29% +132,035 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,610 shares; 2025Q3: 32,165 shares; 2025Q4: 291,780 shares 291,780 $18.1M 0.29% +259,615 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: restricted; 2024Q4: 7,426 shares; 2025Q1: 7,476 shares; 2025Q2: 7,667 shares; 2025Q3: 9,618 shares; 2025Q4: 57,008 shares 57,008 $17.8M 0.28% +47,390 Timeline TOLZ 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: restricted; 2024Q4: not reported; 2025Q1: 270,128 shares; 2025Q2: 277,254 shares; 2025Q3: 311,717 shares; 2025Q4: 325,963 shares 325,963 $17.7M 0.28% +14,246 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: restricted; 2024Q4: 136,646 shares; 2025Q1: 135,282 shares; 2025Q2: 140,523 shares; 2025Q3: 146,051 shares; 2025Q4: 143,612 shares 143,612 $17.3M 0.27% -2,439 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: restricted; 2024Q4: not reported; 2025Q1: 590,659 shares; 2025Q2: 590,031 shares; 2025Q3: 558,185 shares; 2025Q4: 582,225 shares 582,225 $17M 0.27% +24,040 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,272 shares; 2025Q1: 7,419 shares; 2025Q2: 9,143 shares; 2025Q3: 15,385 shares; 2025Q4: 184,445 shares 184,445 $17M 0.27% +169,060 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: restricted; 2024Q4: 439,519 shares; 2025Q1: 295,750 shares; 2025Q2: 293,498 shares; 2025Q3: 308,721 shares; 2025Q4: 322,527 shares 322,527 $16.7M 0.27% +13,806 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: restricted; 2024Q4: 85,459 shares; 2025Q1: 79,441 shares; 2025Q2: 83,810 shares; 2025Q3: 76,877 shares; 2025Q4: 71,151 shares 71,151 $16.3M 0.26% -5,726 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,654 shares; 2025Q3: 25,057 shares; 2025Q4: 263,056 shares 263,056 $15.8M 0.25% +237,999 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: restricted; 2024Q4: 14,158 shares; 2025Q1: 13,838 shares; 2025Q2: 13,926 shares; 2025Q3: 163,611 shares; 2025Q4: 167,388 shares 167,388 $15.6M 0.25% +3,777 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: restricted; 2024Q4: 1,184,161 shares; 2025Q1: 782,660 shares; 2025Q2: 786,491 shares; 2025Q3: 801,619 shares; 2025Q4: 233,843 shares 233,843 $15.5M 0.25% -567,776 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,813 shares; 2025Q3: 7,921 shares; 2025Q4: 62,677 shares 62,677 $15.4M 0.25% +54,756 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: restricted; 2024Q4: 652 shares; 2025Q1: 678 shares; 2025Q2: 2,346 shares; 2025Q3: 2,744 shares; 2025Q4: 14,388 shares 14,388 $15.4M 0.24% +11,644 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,647 shares; 2025Q3: 5,878 shares; 2025Q4: 44,806 shares 44,806 $15.2M 0.24% +38,928 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,753 shares; 2025Q1: 7,049 shares; 2025Q2: 8,047 shares; 2025Q3: 289,749 shares; 2025Q4: 284,512 shares 284,512 $15.2M 0.24% -5,237 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: restricted; 2024Q4: 49,505 shares; 2025Q1: 46,951 shares; 2025Q2: 47,236 shares; 2025Q3: 47,551 shares; 2025Q4: 46,160 shares 46,160 $15.1M 0.24% -1,391 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,430 shares; 2025Q3: 40,058 shares; 2025Q4: 38,093 shares 38,093 $14.8M 0.24% -1,965 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,547 shares; 2025Q3: 14,540 shares; 2025Q4: 114,773 shares 114,773 $14.7M 0.23% +100,233 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: restricted; 2024Q4: 3,685 shares; 2025Q1: 3,703 shares; 2025Q2: 3,799 shares; 2025Q3: 8,842 shares; 2025Q4: 187,308 shares 187,308 $14.4M 0.23% +178,466 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: restricted; 2024Q4: 119,521 shares; 2025Q1: 111,495 shares; 2025Q2: 109,162 shares; 2025Q3: 94,363 shares; 2025Q4: 78,392 shares 78,392 $14.4M 0.23% -15,971 Timeline CLOI 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: restricted; 2024Q4: 258,662 shares; 2025Q1: 275,605 shares; 2025Q2: 277,737 shares; 2025Q3: 265,383 shares; 2025Q4: 267,392 shares 267,392 $14.1M 0.22% +2,009 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: restricted; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 58,906 shares; 2025Q3: 67,025 shares; 2025Q4: 67,772 shares 67,772 $14.1M 0.22% +747 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: restricted; 2024Q4: 1,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,914 shares 141,914 $14.1M 0.22% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,488 shares; 2025Q3: 139,500 shares; 2025Q4: 124,572 shares 124,572 $14.1M 0.22% -14,928 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: restricted; 2024Q4: 37,937 shares; 2025Q1: 37,410 shares; 2025Q2: 41,129 shares; 2025Q3: 79,132 shares; 2025Q4: 95,808 shares 95,808 $13.9M 0.22% +16,676 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,645 shares; 2025Q4: 79,964 shares 79,964 $13.9M 0.22% +16,319 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477,013 shares; 2025Q4: 503,379 shares 503,379 $13.8M 0.22% +26,366 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,855 shares; 2025Q1: 304,016 shares; 2025Q2: 347,908 shares; 2025Q3: 446,939 shares; 2025Q4: 555,448 shares 555,448 $13.7M 0.22% +108,509 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,872 shares; 2025Q1: 3,473 shares; 2025Q2: 3,371 shares; 2025Q3: 2,945 shares; 2025Q4: 130,568 shares 130,568 $13.7M 0.22% +127,623 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: restricted; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 3,212 shares; 2025Q3: 132,527 shares; 2025Q4: 118,902 shares 118,902 $13.7M 0.22% -13,625 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: restricted; 2024Q4: 39,428 shares; 2025Q1: 39,711 shares; 2025Q2: 35,941 shares; 2025Q3: 37,889 shares; 2025Q4: 38,726 shares 38,726 $13.3M 0.21% +837 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,410 shares; 2025Q4: 228,082 shares 228,082 $13.2M 0.21% +2,672 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 383,160 shares; 2025Q1: 629,910 shares; 2025Q2: 630,782 shares; 2025Q3: 238,386 shares; 2025Q4: 248,605 shares 248,605 $13.1M 0.21% +10,219 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541,889 shares 541,889 $13.1M 0.21% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,891 shares; 2025Q1: 1,920 shares; 2025Q2: 2,492 shares; 2025Q3: 42,849 shares; 2025Q4: 44,229 shares 44,229 $13.1M 0.21% +1,380 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216,250 shares 216,250 $13.1M 0.21% new 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: restricted; 2024Q4: not reported; 2025Q1: 1,487 shares; 2025Q2: 1,500 shares; 2025Q3: 1,577 shares; 2025Q4: 76,062 shares 76,062 $13M 0.21% +74,485 Timeline KAUG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467,274 shares; 2025Q4: 477,940 shares 477,940 $12.7M 0.2% +10,666 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,733 shares; 2025Q1: 128,593 shares; 2025Q2: 18,730 shares; 2025Q3: 16,593 shares; 2025Q4: 257,838 shares 257,838 $12.6M 0.2% +241,245 Timeline EAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403,381 shares; 2025Q3: 413,893 shares; 2025Q4: 424,454 shares 424,454 $12.6M 0.2% +10,561 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,064 shares; 2025Q4: 128,191 shares 128,191 $12.5M 0.2% +127 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,773 shares 288,773 $12.5M 0.2% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,844 shares 9,844 $12M 0.19% new Timeline BBUS 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: restricted; 2024Q4: not reported; 2025Q1: 564,311 shares; 2025Q2: 581,991 shares; 2025Q3: 95,493 shares; 2025Q4: 96,136 shares 96,136 $11.9M 0.19% +643 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 401,393 shares; 2025Q4: 405,937 shares 405,937 $10.9M 0.17% +4,544 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 49,243 shares; 2025Q2: 96,358 shares; 2025Q3: 145,763 shares; 2025Q4: 208,967 shares 208,967 $10.6M 0.17% +63,204 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: restricted; 2024Q4: 2,176 shares; 2025Q1: 2,187 shares; 2025Q2: 9,391 shares; 2025Q3: 13,107 shares; 2025Q4: 16,060 shares 16,060 $9.87M 0.16% +2,953 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: restricted; 2024Q4: not reported; 2025Q1: 24,470 shares; 2025Q2: 311,233 shares; 2025Q3: 291,256 shares; 2025Q4: 310,835 shares 310,835 $8.36M 0.13% +19,579 Timeline BOXX 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: restricted; 2024Q4: 87,337 shares; 2025Q1: 16,891 shares; 2025Q2: 32,233 shares; 2025Q3: 48,932 shares; 2025Q4: 69,295 shares 69,295 $7.98M 0.13% +20,363 Timeline IWMI 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: restricted; 2024Q4: 130,546 shares; 2025Q1: 142,831 shares; 2025Q2: 161,389 shares; 2025Q3: 162,914 shares; 2025Q4: 163,353 shares 163,353 $7.95M 0.13% +439 Timeline HCOW 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: restricted; 2024Q4: 257,494 shares; 2025Q1: 279,544 shares; 2025Q2: 316,506 shares; 2025Q3: 320,524 shares; 2025Q4: 323,379 shares 323,379 $7.82M 0.12% +2,855 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375,447 shares; 2025Q1: 402,551 shares; 2025Q2: 408,636 shares; 2025Q3: 414,009 shares; 2025Q4: 419,397 shares 419,397 $7.64M 0.12% +5,388 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456,923 shares; 2025Q1: 487,288 shares; 2025Q2: 494,630 shares; 2025Q3: 280,664 shares; 2025Q4: 285,578 shares 285,578 $7.56M 0.12% +4,914 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133,502 shares; 2025Q1: 143,006 shares; 2025Q2: 144,259 shares; 2025Q3: 147,069 shares; 2025Q4: 149,904 shares 149,904 $7.54M 0.12% +2,835 Timeline KBWD 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: restricted; 2024Q4: 452,177 shares; 2025Q1: 483,636 shares; 2025Q2: 523,842 shares; 2025Q3: 537,666 shares; 2025Q4: 549,196 shares 549,196 $7.5M 0.12% +11,530 Timeline IYRI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,577 shares; 2025Q4: 153,420 shares 153,420 $7.46M 0.12% +2,843 Timeline MORT 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: restricted; 2024Q4: 604,278 shares; 2025Q1: 644,462 shares; 2025Q2: 683,668 shares; 2025Q3: 693,992 shares; 2025Q4: 706,782 shares 706,782 $7.43M 0.12% +12,790 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: restricted; 2024Q4: 3,937 shares; 2025Q1: 7,078 shares; 2025Q2: 102,683 shares; 2025Q3: 90,131 shares; 2025Q4: 87,255 shares 87,255 $6.47M 0.1% -2,876 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,552 shares; 2025Q2: 35,024 shares; 2025Q3: 69,452 shares; 2025Q4: 109,289 shares 109,289 $6.33M 0.1% +39,837 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: restricted; 2024Q4: 91,474 shares; 2025Q1: 91,849 shares; 2025Q2: 88,680 shares; 2025Q3: 73,531 shares; 2025Q4: 73,744 shares 73,744 $5.99M 0.1% +213 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: restricted; 2024Q4: 11,510 shares; 2025Q1: 11,866 shares; 2025Q2: 11,961 shares; 2025Q3: 12,079 shares; 2025Q4: 11,965 shares 11,965 $5.79M 0.09% -114 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,044 shares; 2025Q1: 49,618 shares; 2025Q2: 41,951 shares; 2025Q3: 41,310 shares; 2025Q4: 43,751 shares 43,751 $5.64M 0.09% +2,441 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289,899 shares; 2025Q1: 298,263 shares; 2025Q2: 299,837 shares; 2025Q3: 183,410 shares; 2025Q4: 182,543 shares 182,543 $4.32M 0.07% -867 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217,893 shares; 2025Q1: 193,258 shares; 2025Q2: 200,526 shares; 2025Q3: 180,750 shares; 2025Q4: 171,021 shares 171,021 $3.91M 0.06% -9,729 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: restricted; 2024Q4: 12,614 shares; 2025Q1: 8,360 shares; 2025Q2: 8,876 shares; 2025Q3: 8,784 shares; 2025Q4: 8,664 shares 8,664 $3.9M 0.06% -120 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,525 shares; 2025Q1: 2,344 shares; 2025Q2: 36,234 shares; 2025Q3: 36,443 shares; 2025Q4: 41,827 shares 41,827 $3.82M 0.06% +5,384 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,347 shares; 2025Q1: 52,429 shares; 2025Q2: 52,487 shares; 2025Q3: 44,886 shares; 2025Q4: 168,583 shares 168,583 $3.79M 0.06% +123,697 Timeline EFIV 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: restricted; 2024Q4: 69,526 shares; 2025Q1: 66,213 shares; 2025Q2: 54,960 shares; 2025Q3: 54,214 shares; 2025Q4: 56,992 shares 56,992 $3.77M 0.06% +2,778 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688,669 shares; 2025Q1: 736,393 shares; 2025Q2: 514,192 shares; 2025Q3: 117,511 shares; 2025Q4: 91,181 shares 91,181 $3.5M 0.06% -26,330 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,721 shares; 2025Q1: 82,377 shares; 2025Q2: 69,694 shares; 2025Q3: 69,159 shares; 2025Q4: 74,108 shares 74,108 $3.41M 0.05% +4,949 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: restricted; 2024Q4: 9,232 shares; 2025Q1: 9,238 shares; 2025Q2: 9,972 shares; 2025Q3: 9,635 shares; 2025Q4: 9,772 shares 9,772 $3.28M 0.05% +137 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109,832 shares; 2025Q1: 1,160,482 shares; 2025Q2: 809,361 shares; 2025Q3: 160,308 shares; 2025Q4: 123,804 shares 123,804 $3.08M 0.05% -36,504 Timeline MYCG 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: restricted; 2024Q4: 45,216 shares; 2025Q1: 38,732 shares; 2025Q2: 38,821 shares; 2025Q3: 33,170 shares; 2025Q4: 120,534 shares 120,534 $3.02M 0.05% +87,364 Timeline MYCF 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: restricted; 2024Q4: 157,473 shares; 2025Q1: 140,836 shares; 2025Q2: 145,946 shares; 2025Q3: 131,739 shares; 2025Q4: 120,496 shares 120,496 $3.02M 0.05% -11,243 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: restricted; 2024Q4: 1,522 shares; 2025Q1: 929 shares; 2025Q2: 814 shares; 2025Q3: 2,217 shares; 2025Q4: 4,258 shares 4,258 $2.9M 0.05% +2,041 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,875 shares; 2025Q1: 15,141 shares; 2025Q2: 16,634 shares; 2025Q3: 15,145 shares; 2025Q4: 14,633 shares 14,633 $2.76M 0.04% -512 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,442 shares; 2025Q1: 31,123 shares; 2025Q2: 33,871 shares; 2025Q3: 43,623 shares; 2025Q4: 57,323 shares 57,323 $2.54M 0.04% +13,700 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,504 shares; 2025Q1: 29,845 shares; 2025Q2: 24,304 shares; 2025Q3: 23,991 shares; 2025Q4: 25,289 shares 25,289 $2.45M 0.04% +1,298 Timeline SMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,573 shares; 2025Q3: 131,402 shares; 2025Q4: 132,542 shares 132,542 $2.31M 0.04% +1,140 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,592 shares; 2025Q1: 4,261 shares; 2025Q2: 4,142 shares; 2025Q3: 3,844 shares; 2025Q4: 3,805 shares 3,805 $2.3M 0.04% -39 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,924 shares; 2025Q1: 32,045 shares; 2025Q2: 36,369 shares; 2025Q3: 53,636 shares; 2025Q4: 73,914 shares 73,914 $2.3M 0.04% +20,278 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: restricted; 2024Q4: not reported; 2025Q1: 22,006 shares; 2025Q2: 27,165 shares; 2025Q3: 32,219 shares; 2025Q4: 33,551 shares 33,551 $2.21M 0.04% +1,332 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,603 shares; 2025Q1: 11,779 shares; 2025Q2: 13,859 shares; 2025Q3: 21,425 shares; 2025Q4: 30,668 shares 30,668 $2.21M 0.04% +9,243 Timeline TFI 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: restricted; 2024Q4: 18,700 shares; 2025Q1: 20,081 shares; 2025Q2: 22,120 shares; 2025Q3: 44,519 shares; 2025Q4: 47,461 shares 47,461 $2.17M 0.03% +2,942 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: restricted; 2024Q4: 10,189 shares; 2025Q1: 10,326 shares; 2025Q2: 12,324 shares; 2025Q3: 19,313 shares; 2025Q4: 27,558 shares 27,558 $2.17M 0.03% +8,245 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: restricted; 2024Q4: 2,332 shares; 2025Q1: 2,457 shares; 2025Q2: 3,247 shares; 2025Q3: 5,097 shares; 2025Q4: 7,028 shares 7,028 $2.14M 0.03% +1,931 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: restricted; 2024Q4: 27,811 shares; 2025Q1: 28,500 shares; 2025Q2: 29,523 shares; 2025Q3: 41,018 shares; 2025Q4: 42,858 shares 42,858 $2.13M 0.03% +1,840 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,882 shares; 2025Q1: 15,315 shares; 2025Q2: 19,225 shares; 2025Q3: 30,940 shares; 2025Q4: 45,827 shares 45,827 $2.12M 0.03% +14,887 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,477 shares; 2025Q1: 34,818 shares; 2025Q2: 43,326 shares; 2025Q3: 73,350 shares; 2025Q4: 108,832 shares 108,832 $2.1M 0.03% +35,482 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,087 shares; 2025Q1: 8,278 shares; 2025Q2: 10,355 shares; 2025Q3: 16,581 shares; 2025Q4: 23,079 shares 23,079 $2.09M 0.03% +6,498 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,612 shares; 2025Q1: 3,748 shares; 2025Q2: 4,773 shares; 2025Q3: 8,156 shares; 2025Q4: 11,975 shares 11,975 $2.04M 0.03% +3,819 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,285 shares; 2025Q1: 5,376 shares; 2025Q2: 6,419 shares; 2025Q3: 10,271 shares; 2025Q4: 14,661 shares 14,661 $2.02M 0.03% +4,390 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,438 shares; 2025Q1: 3,492 shares; 2025Q2: 4,245 shares; 2025Q3: 6,426 shares; 2025Q4: 8,838 shares 8,838 $2.01M 0.03% +2,412 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,259 shares; 2025Q1: 6,480 shares; 2025Q2: 5,885 shares; 2025Q3: 5,540 shares; 2025Q4: 5,601 shares 5,601 $2M 0.03% +61 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,032 shares; 2025Q1: 5,175 shares; 2025Q2: 6,558 shares; 2025Q3: 10,955 shares; 2025Q4: 15,925 shares 15,925 $1.99M 0.03% +4,970 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,365 shares; 2025Q1: 9,610 shares; 2025Q2: 11,443 shares; 2025Q3: 17,952 shares; 2025Q4: 26,395 shares 26,395 $1.94M 0.03% +8,443 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: restricted; 2024Q4: 74,230 shares; 2025Q1: 76,802 shares; 2025Q2: 76,735 shares; 2025Q3: 70,122 shares; 2025Q4: 9,942 shares 9,942 $1.94M 0.03% -60,180 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,659 shares; 2025Q1: 20,349 shares; 2025Q2: 17,991 shares; 2025Q3: 17,340 shares; 2025Q4: 17,498 shares 17,498 $1.93M 0.03% +158 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,263 shares; 2025Q1: 55,064 shares; 2025Q2: 45,577 shares; 2025Q3: 40,646 shares; 2025Q4: 40,178 shares 40,178 $1.92M 0.03% -468 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,346 shares; 2025Q1: 6,427 shares; 2025Q2: 7,627 shares; 2025Q3: 13,277 shares; 2025Q4: 20,120 shares 20,120 $1.91M 0.03% +6,843 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,168 shares; 2025Q3: 4,547 shares; 2025Q4: 3,278 shares 3,278 $1.9M 0.03% -1,269 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,663 shares; 2025Q1: 2,748 shares; 2025Q2: 3,440 shares; 2025Q3: 5,891 shares; 2025Q4: 8,812 shares 8,812 $1.89M 0.03% +2,921 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,993 shares; 2025Q1: 8,156 shares; 2025Q2: 10,044 shares; 2025Q3: 16,642 shares; 2025Q4: 24,283 shares 24,283 $1.88M 0.03% +7,641 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,666 shares 28,666 $1.88M 0.03% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,786 shares; 2025Q1: 9,313 shares; 2025Q2: 7,639 shares; 2025Q3: 7,521 shares; 2025Q4: 7,942 shares 7,942 $1.83M 0.03% +421 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,852 shares; 2025Q1: 16,080 shares; 2025Q2: 22,856 shares; 2025Q3: 22,718 shares; 2025Q4: 23,375 shares 23,375 $1.83M 0.03% +657 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: restricted; 2024Q4: 2,172 shares; 2025Q1: 2,217 shares; 2025Q2: 2,895 shares; 2025Q3: 2,924 shares; 2025Q4: 2,892 shares 2,892 $1.81M 0.03% -32 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,880 shares; 2025Q1: 6,909 shares; 2025Q2: 8,145 shares; 2025Q3: 13,218 shares; 2025Q4: 19,913 shares 19,913 $1.81M 0.03% +6,695 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,297 shares; 2025Q1: 5,409 shares; 2025Q2: 6,612 shares; 2025Q3: 11,723 shares; 2025Q4: 18,110 shares 18,110 $1.79M 0.03% +6,387 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,003 shares; 2025Q1: 20,587 shares; 2025Q2: 19,692 shares; 2025Q3: 18,840 shares; 2025Q4: 19,217 shares 19,217 $1.76M 0.03% +377 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,728 shares; 2025Q1: 26,270 shares; 2025Q2: 21,657 shares; 2025Q3: 21,003 shares; 2025Q4: 21,631 shares 21,631 $1.72M 0.03% +628 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,085 shares; 2025Q4: 7,085 shares 7,085 $1.7M 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,564 shares; 2025Q1: 9,764 shares; 2025Q2: 12,355 shares; 2025Q3: 22,380 shares; 2025Q4: 34,816 shares 34,816 $1.69M 0.03% +12,436 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,467 shares; 2025Q1: 4,106 shares; 2025Q2: 4,769 shares; 2025Q3: 4,784 shares; 2025Q4: 5,068 shares 5,068 $1.65M 0.03% +284 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,249 shares; 2025Q3: 4,252 shares; 2025Q4: 5,962 shares 5,962 $1.65M 0.03% +1,710 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,062 shares; 2025Q1: 51,175 shares; 2025Q2: 74,777 shares; 2025Q3: 125,389 shares; 2025Q4: 196,775 shares 196,775 $1.64M 0.03% +71,386 LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,131 shares; 2025Q1: 1,200 shares; 2025Q2: 1,464 shares; 2025Q3: 2,449 shares; 2025Q4: 3,829 shares 3,829 $1.63M 0.03% +1,380 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,014 shares; 2025Q1: 14,063 shares; 2025Q2: 18,160 shares; 2025Q3: 33,218 shares; 2025Q4: 53,529 shares 53,529 $1.54M 0.02% +20,311 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,468 shares; 2025Q1: 10,659 shares; 2025Q2: 12,930 shares; 2025Q3: 22,722 shares; 2025Q4: 37,473 shares 37,473 $1.51M 0.02% +14,751 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,409 shares; 2025Q1: 52,079 shares; 2025Q2: 50,534 shares; 2025Q3: 49,947 shares; 2025Q4: 52,944 shares 52,944 $1.47M 0.02% +2,997 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: restricted; 2024Q4: 46,841 shares; 2025Q1: 45,998 shares; 2025Q2: 47,784 shares; 2025Q3: 52,496 shares; 2025Q4: 52,682 shares 52,682 $1.45M 0.02% +186 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,811 shares; 2025Q1: 32,721 shares; 2025Q2: 32,267 shares; 2025Q3: 31,479 shares; 2025Q4: 33,082 shares 33,082 $1.43M 0.02% +1,603 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,362 shares; 2025Q1: 179,401 shares; 2025Q2: 17,641 shares; 2025Q3: 17,109 shares; 2025Q4: 17,989 shares 17,989 $1.39M 0.02% +880 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,144 shares; 2025Q1: 134,495 shares; 2025Q2: 152,161 shares; 2025Q3: 155,369 shares; 2025Q4: 168,968 shares 168,968 $1.36M 0.02% +13,599 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,620 shares; 2025Q1: 5,090 shares; 2025Q2: 5,255 shares; 2025Q3: 5,740 shares; 2025Q4: 6,511 shares 6,511 $1.35M 0.02% +771 Timeline CATH 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: restricted; 2024Q4: 16,960 shares; 2025Q1: 16,939 shares; 2025Q2: 16,905 shares; 2025Q3: 15,984 shares; 2025Q4: 15,957 shares 15,957 $1.31M 0.02% -27 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,244 shares; 2025Q1: 21,652 shares; 2025Q2: 28,894 shares; 2025Q3: 29,827 shares; 2025Q4: 34,039 shares 34,039 $1.26M 0.02% +4,212 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,833 shares; 2025Q3: 39,117 shares; 2025Q4: 30,110 shares 30,110 $1.24M 0.02% -9,007 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,747 shares; 2025Q3: 24,454 shares; 2025Q4: 22,746 shares 22,746 $1.23M 0.02% -1,708 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712,211 shares; 2025Q4: 56,736 shares 56,736 $1.18M 0.02% -655,475 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,418 shares; 2025Q1: 3,371 shares; 2025Q2: 3,237 shares; 2025Q3: 3,229 shares; 2025Q4: 3,481 shares 3,481 $1.13M 0.02% +252 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: restricted; 2024Q4: 5,409 shares; 2025Q1: 5,513 shares; 2025Q2: 4,726 shares; 2025Q3: 5,336 shares; 2025Q4: 5,182 shares 5,182 $1.13M 0.02% -154 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,001 shares; 2025Q3: 10,658 shares; 2025Q4: 8,346 shares 8,346 $1.11M 0.02% -2,312 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,980 shares; 2025Q1: 173,263 shares; 2025Q2: 189,169 shares; 2025Q3: 15,465 shares; 2025Q4: 14,962 shares 14,962 $1.1M 0.02% -503 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,017 shares; 2025Q3: 5,361 shares; 2025Q4: 5,044 shares 5,044 $1.04M 0.02% -317 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: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,098 shares; 2025Q2: 1,092 shares; 2025Q3: 1,447 shares; 2025Q4: 1,751 shares 1,751 $1M 0.02% +304 Timeline BBMC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,522 shares; 2025Q3: 9,674 shares; 2025Q4: 9,294 shares 9,294 $991K 0.02% -380 Timeline ITM 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: restricted; 2024Q4: 8,521 shares; 2025Q1: 8,913 shares; 2025Q2: 9,802 shares; 2025Q3: 19,208 shares; 2025Q4: 20,469 shares 20,469 $965K 0.02% +1,261 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,119 shares; 2025Q3: 8,207 shares; 2025Q4: 8,659 shares 8,659 $924K 0.01% +452 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,776 shares 39,776 $890K 0.01% new Timeline SHE 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: restricted; 2024Q4: 8,268 shares; 2025Q1: 7,835 shares; 2025Q2: 6,312 shares; 2025Q3: 6,288 shares; 2025Q4: 6,707 shares 6,707 $886K 0.01% +419 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: restricted; 2024Q4: 10,839 shares; 2025Q1: 10,839 shares; 2025Q2: 10,839 shares; 2025Q3: 10,839 shares; 2025Q4: 11,550 shares 11,550 $871K 0.01% +711 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: restricted; 2024Q4: 2,451 shares; 2025Q1: 3,454 shares; 2025Q2: 4,711 shares; 2025Q3: 7,455 shares; 2025Q4: 7,110 shares 7,110 $833K 0.01% -345 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: restricted; 2024Q4: 9,769 shares; 2025Q1: 9,790 shares; 2025Q2: 9,794 shares; 2025Q3: 9,323 shares; 2025Q4: 9,321 shares 9,321 $823K 0.01% -2 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: restricted; 2024Q4: 3,714 shares; 2025Q1: 5,522 shares; 2025Q2: 5,725 shares; 2025Q3: 114,357 shares; 2025Q4: 7,125 shares 7,125 $811K 0.01% -107,232 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: restricted; 2024Q4: 61,847 shares; 2025Q1: 61,504 shares; 2025Q2: 61,001 shares; 2025Q3: 60,575 shares; 2025Q4: 4,092 shares 4,092 $798K 0.01% -56,483 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,660 shares; 2025Q1: 8,915 shares; 2025Q2: 7,134 shares; 2025Q3: 7,150 shares; 2025Q4: 7,203 shares 7,203 $794K 0.01% +53 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,944 shares 6,944 $765K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,991 shares; 2025Q1: 2,997 shares; 2025Q2: 3,010 shares; 2025Q3: 2,929 shares; 2025Q4: 3,242 shares 3,242 $738K 0.01% +313 Timeline MYCH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,046 shares 29,046 $729K 0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,539 shares; 2025Q1: 5,941 shares; 2025Q2: 6,532 shares; 2025Q3: 12,794 shares; 2025Q4: 13,655 shares 13,655 $716K 0.01% +861 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,159 shares; 2025Q3: 7,194 shares; 2025Q4: 6,911 shares 6,911 $711K 0.01% -283 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: restricted; 2024Q4: 735 shares; 2025Q1: 936 shares; 2025Q2: 1,342 shares; 2025Q3: 1,387 shares; 2025Q4: 1,431 shares 1,431 $698K 0.01% +44 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 380 shares; 2025Q4: 323 shares 323 $693K 0.01% -57 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares 896 $692K 0.01% new 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: restricted; 2024Q4: 129,483 shares; 2025Q1: 3,161 shares; 2025Q2: 2,987 shares; 2025Q3: 3,117 shares; 2025Q4: 3,090 shares 3,090 $662K 0.01% -27 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,247 shares; 2025Q1: 37,777 shares; 2025Q2: 31,496 shares; 2025Q3: 27,437 shares; 2025Q4: 27,323 shares 27,323 $639K 0.01% -114 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: restricted; 2024Q4: 10,804 shares; 2025Q1: 9,265 shares; 2025Q2: 9,336 shares; 2025Q3: not reported; 2025Q4: 27,917 shares 27,917 $631K 0.01% new 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: restricted; 2024Q4: 4,618 shares; 2025Q1: 4,186 shares; 2025Q2: 4,316 shares; 2025Q3: 3,965 shares; 2025Q4: 3,736 shares 3,736 $608K 0.01% -229 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: restricted; 2024Q4: 986 shares; 2025Q1: 1,073 shares; 2025Q2: 1,622 shares; 2025Q3: 1,142 shares; 2025Q4: 1,527 shares 1,527 $605K 0.01% +385 Timeline TAXX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,051 shares; 2025Q3: 11,614 shares; 2025Q4: 11,749 shares 11,749 $596K 0.01% +135 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: restricted; 2024Q4: 35,640 shares; 2025Q1: 32,207 shares; 2025Q2: 33,136 shares; 2025Q3: 30,012 shares; 2025Q4: 24,773 shares 24,773 $578K 0.01% -5,239 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: restricted; 2024Q4: 48,266 shares; 2025Q1: 47,767 shares; 2025Q2: 2,241 shares; 2025Q3: 2,148 shares; 2025Q4: 1,558 shares 1,558 $576K 0.01% -590 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041 shares; 2025Q4: 2,599 shares 2,599 $571K 0.01% +558 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: restricted; 2024Q4: 22,613 shares; 2025Q1: 22,935 shares; 2025Q2: 451,621 shares; 2025Q3: 464,099 shares; 2025Q4: 22,894 shares 22,894 $569K 0.01% -441,205 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,626 shares; 2025Q1: 16,574 shares; 2025Q2: 16,621 shares; 2025Q3: 16,637 shares; 2025Q4: 16,645 shares 16,645 $563K 0.01% +8 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: restricted; 2024Q4: 6,021 shares; 2025Q1: 6,141 shares; 2025Q2: 6,140 shares; 2025Q3: 6,243 shares; 2025Q4: 5,233 shares 5,233 $552K 0.01% -1,010 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,984 shares; 2025Q1: 19,239 shares; 2025Q2: 18,493 shares; 2025Q3: 15,948 shares; 2025Q4: 15,618 shares 15,618 $529K 0.01% -330 Timeline HYD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,305 shares; 2025Q3: 8,857 shares; 2025Q4: 10,324 shares 10,324 $528K 0.01% +1,467 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: restricted; 2024Q4: not reported; 2025Q1: 5,622 shares; 2025Q2: 5,577 shares; 2025Q3: 2,575 shares; 2025Q4: 2,893 shares 2,893 $514K 0.01% +318 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: restricted; 2024Q4: 90,280 shares; 2025Q1: 89,847 shares; 2025Q2: 90,493 shares; 2025Q3: 3,867 shares; 2025Q4: 3,549 shares 3,549 $509K 0.01% -318 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,139 shares; 2025Q1: 3,613 shares; 2025Q2: 3,506 shares; 2025Q3: 3,084 shares; 2025Q4: 2,943 shares 2,943 $479K 0.01% -141 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,840 shares; 2025Q1: 6,840 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 6,840 shares 6,840 $457K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,427 shares; 2025Q1: 9,427 shares; 2025Q2: 9,427 shares; 2025Q3: 9,427 shares; 2025Q4: 9,427 shares 9,427 $439K 0.01% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,271 shares; 2025Q3: 8,095 shares; 2025Q4: 8,650 shares 8,650 $436K 0.01% +555 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,508 shares; 2025Q1: 3,138 shares; 2025Q2: 3,082 shares; 2025Q3: 2,751 shares; 2025Q4: 2,837 shares 2,837 $426K 0.01% +86 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 6,477 shares 6,477 $417K 0.01% +1,430 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: restricted; 2024Q4: 4,131 shares; 2025Q1: 4,231 shares; 2025Q2: 4,634 shares; 2025Q3: 4,160 shares; 2025Q4: 3,789 shares 3,789 $399K 0.01% -371 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: restricted; 2024Q4: 2,705 shares; 2025Q1: 2,725 shares; 2025Q2: 2,785 shares; 2025Q3: 4,713 shares; 2025Q4: 4,546 shares 4,546 $396K 0.01% -167 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,580 shares; 2025Q1: 14,050 shares; 2025Q2: 13,409 shares; 2025Q3: 11,758 shares; 2025Q4: 11,389 shares 11,389 $392K 0.01% -369 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: restricted; 2024Q4: 10,181 shares; 2025Q1: 8,408 shares; 2025Q2: 7,959 shares; 2025Q3: 6,976 shares; 2025Q4: 6,524 shares 6,524 $392K 0.01% -452 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,444 shares; 2025Q1: 22,444 shares; 2025Q2: 21,569 shares; 2025Q3: 21,099 shares; 2025Q4: 20,904 shares 20,904 $391K 0.01% -195 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: restricted; 2024Q4: 6,179 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 6,179 shares; 2025Q4: 6,254 shares 6,254 $391K 0.01% +75 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,573 shares; 2025Q4: 23,666 shares 23,666 $390K 0.01% +1,093 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: restricted; 2024Q4: 339,539 shares; 2025Q1: 372,215 shares; 2025Q2: 375,456 shares; 2025Q3: 2,307 shares; 2025Q4: 1,953 shares 1,953 $388K 0.01% -354 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,178 shares; 2025Q1: 14,877 shares; 2025Q2: 14,948 shares; 2025Q3: 13,810 shares; 2025Q4: 13,490 shares 13,490 $381K 0.01% -320 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares; 2025Q4: 2,628 shares 2,628 $378K 0.01% +1,532 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,901 shares; 2025Q1: not reported; 2025Q2: 1,936 shares; 2025Q3: 2,476 shares; 2025Q4: 3,034 shares 3,034 $374K 0.01% +558 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: restricted; 2024Q4: 8,244 shares; 2025Q1: 8,244 shares; 2025Q2: 12,920 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares 11,131 $363K 0.01% 0 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: restricted; 2024Q4: 2,760 shares; 2025Q1: 2,329 shares; 2025Q2: 2,218 shares; 2025Q3: 1,926 shares; 2025Q4: 1,856 shares 1,856 $361K 0.01% -70 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: restricted; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 677 shares; 2025Q3: 678 shares; 2025Q4: 855 shares 855 $353K 0.01% +177 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: restricted; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,301 shares; 2025Q3: 2,840 shares; 2025Q4: 2,140 shares 2,140 $343K 0.01% -700 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,832 shares; 2025Q1: 9,832 shares; 2025Q2: 7,432 shares; 2025Q3: 7,432 shares; 2025Q4: 7,432 shares 7,432 $340K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares 594 $339K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 450 shares 450 $339K 0.01% +23 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: restricted; 2024Q4: 5,645 shares; 2025Q1: 5,456 shares; 2025Q2: 5,382 shares; 2025Q3: 6,387 shares; 2025Q4: 6,236 shares 6,236 $336K 0.01% -151 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: restricted; 2024Q4: 410 shares; 2025Q1: 411 shares; 2025Q2: 410 shares; 2025Q3: 418 shares; 2025Q4: 410 shares 410 $336K 0.01% -8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,746 shares 1,746 $333K 0.01% +74 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,310 shares 5,310 $332K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,636 shares; 2025Q4: 6,672 shares 6,672 $328K 0.01% +36 Timeline ULST 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: restricted; 2024Q4: 1,745,483 shares; 2025Q1: 1,847,262 shares; 2025Q2: 1,796,931 shares; 2025Q3: 9,135 shares; 2025Q4: 7,952 shares 7,952 $322K 0.01% -1,183 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: restricted; 2024Q4: 1,768 shares; 2025Q1: 1,669 shares; 2025Q2: 1,710 shares; 2025Q3: 1,804 shares; 2025Q4: 2,111 shares 2,111 $314K <0.01% +307 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: restricted; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,170 shares; 2025Q3: 1,062 shares; 2025Q4: 2,547 shares 2,547 $304K <0.01% +1,485 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: restricted; 2024Q4: 27,570 shares; 2025Q1: 26,723 shares; 2025Q2: 26,379 shares; 2025Q3: 26,032 shares; 2025Q4: 521 shares 521 $297K <0.01% -25,511 Timeline ARKX 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: restricted; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 10,172 shares; 2025Q3: 10,172 shares; 2025Q4: 10,172 shares 10,172 $295K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,189 shares; 2025Q4: 4,010 shares 4,010 $280K <0.01% -179 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,178 shares; 2025Q1: 6,178 shares; 2025Q2: 6,178 shares; 2025Q3: 6,178 shares; 2025Q4: 6,178 shares 6,178 $279K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,294 shares 2,294 $279K <0.01% +30 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,071 shares; 2025Q1: 3,370 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,498 shares 3,498 $276K <0.01% +204 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,318 shares; 2025Q2: 9,318 shares; 2025Q3: 9,318 shares; 2025Q4: 9,318 shares 9,318 $275K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $274K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,661 shares; 2025Q2: 4,896 shares; 2025Q3: 3,683 shares; 2025Q4: 3,653 shares 3,653 $265K <0.01% -30 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 7,094 shares 7,094 $262K <0.01% -806 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: restricted; 2024Q4: 6,530 shares; 2025Q1: not reported; 2025Q2: 8,277 shares; 2025Q3: 7,083 shares; 2025Q4: 7,214 shares 7,214 $262K <0.01% +131 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,388 shares; 2025Q3: 6,388 shares; 2025Q4: 6,542 shares 6,542 $258K <0.01% +154 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,352 shares; 2025Q2: 3,353 shares; 2025Q3: 3,353 shares; 2025Q4: 3,489 shares 3,489 $257K <0.01% +136 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: restricted; 2024Q4: 42,817 shares; 2025Q1: 44,283 shares; 2025Q2: 44,824 shares; 2025Q3: 1,099 shares; 2025Q4: 966 shares 966 $256K <0.01% -133 Timeline CEFA 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: restricted; 2024Q4: 7,718 shares; 2025Q1: 7,718 shares; 2025Q2: 7,718 shares; 2025Q3: 6,862 shares; 2025Q4: 6,862 shares 6,862 $253K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares 3,890 $253K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,527 shares 1,527 $249K <0.01% +11 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: restricted; 2024Q4: not reported; 2025Q1: 5,775 shares; 2025Q2: 5,780 shares; 2025Q3: 5,786 shares; 2025Q4: 5,912 shares 5,912 $244K <0.01% +126 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: restricted; 2024Q4: not reported; 2025Q1: 4,422 shares; 2025Q2: 6,904 shares; 2025Q3: 5,761 shares; 2025Q4: 5,918 shares 5,918 $241K <0.01% +157 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,418 shares; 2025Q4: 1,416 shares 1,416 $237K <0.01% -2 Timeline BAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035,285 shares; 2025Q3: 20,635 shares; 2025Q4: 4,902 shares 4,902 $235K <0.01% -15,733 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares 3,328 $234K <0.01% 0 Timeline XBAP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,249,798 shares; 2025Q3: 14,106 shares; 2025Q4: 6,045 shares 6,045 $234K <0.01% -8,061 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 1,565 shares 1,565 $225K <0.01% -1,163 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares 2,894 $222K <0.01% new Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,560 shares 6,560 $214K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,146 shares 2,146 $206K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares 582 $206K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares 663 $200K <0.01% new Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,581,317 shares; 2025Q1: 4,404,523 shares; 2025Q2: 4,658,960 shares; 2025Q3: 16,752 shares; 2025Q4: 11,101 shares 11,101 $97.1K <0.01% -5,651 Timeline