XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,337 shares; 2024Q4: 49,564 shares; 2025Q1: 61,606 shares; 2025Q2: not reported; 2025Q3: 36,662 shares; 2025Q4: 19,520,662 shares 19,520,662 $393M 13.41% +19,484,000 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451,918 shares; 2024Q4: 394,002 shares; 2025Q1: 823,610 shares; 2025Q2: 127,348 shares; 2025Q3: 497,659 shares; 2025Q4: 506,914 shares 506,914 $94.5M 3.22% +9,255 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: 333,281 shares; 2024Q4: 91,811 shares; 2025Q1: 73,570 shares; 2025Q2: 30,045 shares; 2025Q3: 72,305 shares; 2025Q4: 161,547 shares 161,547 $78.1M 2.66% +89,242 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,994 shares; 2024Q4: 355,168 shares; 2025Q1: 279,264 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807,531 shares 807,531 $70.4M 2.4% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,212 shares; 2024Q4: 169,240 shares; 2025Q1: 119,610 shares; 2025Q2: 72,533 shares; 2025Q3: 123,841 shares; 2025Q4: 249,993 shares 249,993 $68M 2.32% +126,152 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: 180,426 shares; 2024Q4: 18,845 shares; 2025Q1: 20,688 shares; 2025Q2: 29,526 shares; 2025Q3: 42,452 shares; 2025Q4: 102,931 shares 102,931 $67.9M 2.32% +60,479 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: 402,415 shares; 2024Q4: 107,555 shares; 2025Q1: 45,960 shares; 2025Q2: 71,136 shares; 2025Q3: 189,661 shares; 2025Q4: 234,434 shares 234,434 $54.1M 1.85% +44,773 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: 400,319 shares; 2024Q4: 55,998 shares; 2025Q1: 77,631 shares; 2025Q2: 78,621 shares; 2025Q3: 77,522 shares; 2025Q4: 153,054 shares 153,054 $47.9M 1.63% +75,532 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,933 shares; 2024Q4: 1,582 shares; 2025Q1: 218,504 shares; 2025Q2: 471,762 shares; 2025Q3: 61,964 shares; 2025Q4: 184,523 shares 184,523 $45.4M 1.55% +122,559 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: 258,708 shares; 2024Q4: 102,796 shares; 2025Q1: 76,181 shares; 2025Q2: 61,399 shares; 2025Q3: 103,085 shares; 2025Q4: 129,172 shares 129,172 $44.7M 1.52% +26,087 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: 26 shares; 2024Q4: 25 shares; 2025Q1: 7 shares; 2025Q2: 29 shares; 2025Q3: 50 shares; 2025Q4: 51 shares 51 $38.5M 1.31% +1 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 389,868 shares; 2025Q4: 656,243 shares 656,243 $35.5M 1.21% +266,375 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: 20,203 shares; 2024Q4: 3,887 shares; 2025Q1: 7,584 shares; 2025Q2: 8,270 shares; 2025Q3: 19,155 shares; 2025Q4: 355,990 shares 355,990 $33.4M 1.14% +336,835 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: 34,471 shares; 2024Q4: 66,454 shares; 2025Q1: 234,444 shares; 2025Q2: 13,742 shares; 2025Q3: 119,608 shares; 2025Q4: 212,418 shares 212,418 $30.6M 1.04% +92,810 Timeline FXI 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: 875,359 shares; 2024Q4: 325,498 shares; 2025Q1: 25,335 shares; 2025Q2: 8,828 shares; 2025Q3: 745,968 shares; 2025Q4: 771,041 shares 771,041 $29.5M 1.01% +25,073 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: 114,665 shares; 2024Q4: 18,826 shares; 2025Q1: 26,362 shares; 2025Q2: 34,125 shares; 2025Q3: 46,051 shares; 2025Q4: 158,629 shares 158,629 $28.2M 0.96% +112,578 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 6,253 shares; 2025Q1: 9,267 shares; 2025Q2: 19,650 shares; 2025Q3: 19,487 shares; 2025Q4: 55,115 shares 55,115 $25.8M 0.88% +35,628 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: not reported; 2024Q4: 15,242 shares; 2025Q1: 72,937 shares; 2025Q2: 39,097 shares; 2025Q3: 32,134 shares; 2025Q4: 40,955 shares 40,955 $25.7M 0.88% +8,821 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,973 shares; 2024Q4: 71,392 shares; 2025Q1: 325,472 shares; 2025Q2: 29,716 shares; 2025Q3: 73,189 shares; 2025Q4: 276,215 shares 276,215 $21.5M 0.73% +203,026 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: 400,413 shares; 2024Q4: 36,640 shares; 2025Q1: 620,974 shares; 2025Q2: 34,496 shares; 2025Q3: 39,536 shares; 2025Q4: 44,971 shares 44,971 $20.2M 0.69% +5,435 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: 140,787 shares; 2024Q4: 38,483 shares; 2025Q1: 37,835 shares; 2025Q2: 8,721 shares; 2025Q3: 52,281 shares; 2025Q4: 63,566 shares 63,566 $19.9M 0.68% +11,285 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: 19,596 shares; 2024Q4: 2,967 shares; 2025Q1: 4,760 shares; 2025Q2: 9,436 shares; 2025Q3: 3,373 shares; 2025Q4: 118,667 shares 118,667 $18.2M 0.62% +115,294 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: 456,780 shares; 2024Q4: 580,566 shares; 2025Q1: 412,279 shares; 2025Q2: 349,343 shares; 2025Q3: 42,317 shares; 2025Q4: 23,612 shares 23,612 $16.1M 0.55% -18,705 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: 16,530 shares; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 6,523 shares; 2025Q3: 368 shares; 2025Q4: 20,588 shares 20,588 $15.5M 0.53% +20,220 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: 6,099 shares; 2024Q4: 19,128 shares; 2025Q1: 14,508 shares; 2025Q2: 10,429 shares; 2025Q3: 14,993 shares; 2025Q4: 45,027 shares 45,027 $14.5M 0.49% +30,034 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: 12,087 shares; 2024Q4: 14,937 shares; 2025Q1: 8,776 shares; 2025Q2: 6,913 shares; 2025Q3: 19,686 shares; 2025Q4: 27,768 shares 27,768 $14M 0.48% +8,082 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,048 shares; 2024Q4: 84,969 shares; 2025Q1: 415,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338,088 shares 338,088 $13.6M 0.47% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829,902 shares; 2024Q4: 161,558 shares; 2025Q1: 104,020 shares; 2025Q2: 87,625 shares; 2025Q3: 395,330 shares; 2025Q4: 236,090 shares 236,090 $12.9M 0.44% -159,240 Timeline JETS 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: 22,896 shares; 2024Q4: 200,378 shares; 2025Q1: not reported; 2025Q2: 69,812 shares; 2025Q3: 453,532 shares; 2025Q4: 423,192 shares 423,192 $11.9M 0.41% -30,340 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,645 shares; 2024Q4: 68,932 shares; 2025Q1: 80,476 shares; 2025Q2: 132,820 shares; 2025Q3: 11,959 shares; 2025Q4: 93,078 shares 93,078 $11.3M 0.39% +81,119 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: 517,062 shares; 2024Q4: 79,336 shares; 2025Q1: 33,534 shares; 2025Q2: 10,818 shares; 2025Q3: 74,006 shares; 2025Q4: 52,535 shares 52,535 $11.3M 0.38% -21,471 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,979 shares; 2024Q4: 83,772 shares; 2025Q1: 2,067 shares; 2025Q2: not reported; 2025Q3: 22,883 shares; 2025Q4: 58,609 shares 58,609 $11.2M 0.38% +35,726 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: 11,615 shares; 2024Q4: 51,603 shares; 2025Q1: 27,641 shares; 2025Q2: 88,839 shares; 2025Q3: 323,900 shares; 2025Q4: 16,345 shares 16,345 $11.2M 0.38% -307,555 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,316 shares; 2024Q4: 57,623 shares; 2025Q1: 45,338 shares; 2025Q2: 17,172 shares; 2025Q3: 34,878 shares; 2025Q4: 39,135 shares 39,135 $11.2M 0.38% +4,257 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,594 shares; 2025Q2: 25,332 shares; 2025Q3: not reported; 2025Q4: 97,400 shares 97,400 $10.3M 0.35% new 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: 29,729 shares; 2024Q4: 11,980 shares; 2025Q1: 8,742 shares; 2025Q2: 5,189 shares; 2025Q3: 7,669 shares; 2025Q4: 28,527 shares 28,527 $10M 0.34% +20,858 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 261,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201,942 shares 201,942 $9.62M 0.33% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: 31,411 shares; 2025Q1: not reported; 2025Q2: 8,189 shares; 2025Q3: 11,253 shares; 2025Q4: 34,060 shares 34,060 $9.17M 0.31% +22,807 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: not reported; 2024Q4: 10,700 shares; 2025Q1: not reported; 2025Q2: 16,700 shares; 2025Q3: 13,040 shares; 2025Q4: 27,032 shares 27,032 $9.06M 0.31% +13,992 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: 691 shares; 2024Q4: 1,549 shares; 2025Q1: 4,014 shares; 2025Q2: 871 shares; 2025Q3: 4,148 shares; 2025Q4: 10,143 shares 10,143 $8.92M 0.3% +5,995 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214,010 shares 214,010 $8.83M 0.3% new 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: 16,559 shares; 2024Q4: 4,139 shares; 2025Q1: 8,356 shares; 2025Q2: 3,256 shares; 2025Q3: 4,575 shares; 2025Q4: 8,146 shares 8,146 $8.75M 0.3% +3,571 Timeline OIH 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: 18,487 shares; 2024Q4: not reported; 2025Q1: 9,924 shares; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 30,169 shares 30,169 $8.59M 0.29% +29,279 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,169 shares; 2024Q4: 12,685 shares; 2025Q1: 9,712 shares; 2025Q2: not reported; 2025Q3: 17,992 shares; 2025Q4: 73,277 shares 73,277 $8.34M 0.28% +55,285 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,828 shares; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: not reported; 2025Q3: 8,994 shares; 2025Q4: 37,761 shares 37,761 $8.11M 0.28% +28,767 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042,001 shares; 2024Q4: 4,999 shares; 2025Q1: 157,877 shares; 2025Q2: 151,082 shares; 2025Q3: not reported; 2025Q4: 100,292 shares 100,292 $8.09M 0.28% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,170 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,469 shares 186,469 $7.97M 0.27% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,194 shares 162,194 $7.84M 0.27% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,873 shares; 2024Q4: not reported; 2025Q1: 6,439 shares; 2025Q2: 40,602 shares; 2025Q3: 15,301 shares; 2025Q4: 16,469 shares 16,469 $7.79M 0.27% +1,168 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: 1,411,933 shares; 2024Q4: 214,667 shares; 2025Q1: 35,657 shares; 2025Q2: 32,955 shares; 2025Q3: 161,673 shares; 2025Q4: 207,797 shares 207,797 $7.67M 0.26% +46,124 Timeline OMFL 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: 15,916 shares; 2024Q4: 23,726 shares; 2025Q1: 16,006 shares; 2025Q2: not reported; 2025Q3: 13,169 shares; 2025Q4: 124,035 shares 124,035 $7.58M 0.26% +110,866 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,610 shares; 2025Q4: 44,361 shares 44,361 $7.47M 0.25% +21,751 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,674 shares; 2024Q4: 4,515 shares; 2025Q1: not reported; 2025Q2: 1,431 shares; 2025Q3: 1,318 shares; 2025Q4: 20,636 shares 20,636 $7.43M 0.25% +19,318 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692,588 shares; 2024Q4: 4,475 shares; 2025Q1: 3,333 shares; 2025Q2: 25,857 shares; 2025Q3: 51,570 shares; 2025Q4: 49,720 shares 49,720 $7.29M 0.25% -1,850 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,870 shares; 2025Q4: 541,305 shares 541,305 $7.17M 0.24% +522,435 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,955 shares; 2025Q3: 29,477 shares; 2025Q4: 147,377 shares 147,377 $7.08M 0.24% +117,900 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,157 shares; 2025Q3: 93,845 shares; 2025Q4: 107,023 shares 107,023 $7.05M 0.24% +13,178 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,833 shares; 2025Q3: 80,273 shares; 2025Q4: 60,029 shares 60,029 $7.05M 0.24% -20,244 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: 14,509 shares; 2024Q4: 14,520 shares; 2025Q1: 11,948 shares; 2025Q2: 8,092 shares; 2025Q3: 11,480 shares; 2025Q4: 33,780 shares 33,780 $6.99M 0.24% +22,300 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: 433,850 shares; 2024Q4: 101,032 shares; 2025Q1: 181,865 shares; 2025Q2: 237,713 shares; 2025Q3: 365,563 shares; 2025Q4: 11,206 shares 11,206 $6.88M 0.23% -354,357 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,389 shares; 2024Q4: 32,908 shares; 2025Q1: 8,717 shares; 2025Q2: 2,598 shares; 2025Q3: 23,813 shares; 2025Q4: 26,087 shares 26,087 $6.7M 0.23% +2,274 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,340 shares; 2024Q4: not reported; 2025Q1: 18,143 shares; 2025Q2: 99,783 shares; 2025Q3: not reported; 2025Q4: 77,991 shares 77,991 $6.46M 0.22% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,354 shares; 2025Q4: 73,628 shares 73,628 $6.15M 0.21% -4,726 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: 1,792 shares; 2024Q4: 1,764 shares; 2025Q1: 2,321 shares; 2025Q2: not reported; 2025Q3: 2,166 shares; 2025Q4: 10,694 shares 10,694 $6.13M 0.21% +8,528 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,247 shares; 2024Q4: 228,653 shares; 2025Q1: 36,302 shares; 2025Q2: 17,977 shares; 2025Q3: 227,903 shares; 2025Q4: 136,678 shares 136,678 $6.11M 0.21% -91,225 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: 16,088 shares; 2024Q4: 6,906 shares; 2025Q1: 3,895 shares; 2025Q2: 2,611 shares; 2025Q3: 3,524 shares; 2025Q4: 10,568 shares 10,568 $6.03M 0.21% +7,044 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,249 shares 68,249 $6.01M 0.2% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,325 shares; 2024Q4: not reported; 2025Q1: 21,656 shares; 2025Q2: 38,436 shares; 2025Q3: 60,733 shares; 2025Q4: 72,839 shares 72,839 $5.84M 0.2% +12,106 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,942 shares; 2025Q1: 14,311 shares; 2025Q2: 3,469 shares; 2025Q3: 39,930 shares; 2025Q4: 33,972 shares 33,972 $5.82M 0.2% -5,958 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: 5,551 shares; 2024Q4: 4,560 shares; 2025Q1: 5,058 shares; 2025Q2: 3,440 shares; 2025Q3: 4,419 shares; 2025Q4: 17,532 shares 17,532 $5.79M 0.2% +13,113 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,108 shares; 2024Q4: 75,859 shares; 2025Q1: 30,630 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,034 shares 134,034 $5.72M 0.2% new Timeline BILI BILIBILI INC More: the full row for BILIBILI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,301 shares; 2025Q3: 340,963 shares; 2025Q4: 229,186 shares 229,186 $5.64M 0.19% -111,777 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: 289,402 shares; 2024Q4: 83,606 shares; 2025Q1: 34,476 shares; 2025Q2: 24,780 shares; 2025Q3: 32,994 shares; 2025Q4: 100,226 shares 100,226 $5.51M 0.19% +67,232 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,950 shares; 2025Q2: 111,483 shares; 2025Q3: 92,954 shares; 2025Q4: 149,976 shares 149,976 $5.48M 0.19% +57,022 Timeline PQNT 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248,402 shares 248,402 $5.23M 0.18% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,249 shares; 2024Q4: 34,716 shares; 2025Q1: 30,355 shares; 2025Q2: 27,189 shares; 2025Q3: 6,705 shares; 2025Q4: 42,959 shares 42,959 $5.17M 0.18% +36,254 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,728 shares; 2024Q4: not reported; 2025Q1: 80,731 shares; 2025Q2: 29,269 shares; 2025Q3: 22,969 shares; 2025Q4: 83,172 shares 83,172 $5.15M 0.18% +60,203 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 66,687 shares; 2025Q1: 4,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,400 shares 54,400 $5.12M 0.17% new 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: 96,738 shares; 2024Q4: 19,495 shares; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 20,996 shares; 2025Q4: 16,265 shares 16,265 $4.94M 0.17% -4,731 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: 59,492 shares; 2024Q4: 44,877 shares; 2025Q1: 11,905 shares; 2025Q2: 6,885 shares; 2025Q3: 29,060 shares; 2025Q4: 28,394 shares 28,394 $4.93M 0.17% -666 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,563 shares; 2024Q4: not reported; 2025Q1: 36,373 shares; 2025Q2: 120,092 shares; 2025Q3: 26,349 shares; 2025Q4: 22,291 shares 22,291 $4.92M 0.17% -4,058 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: 2,292 shares; 2024Q4: 8,177 shares; 2025Q1: 1,721 shares; 2025Q2: 749 shares; 2025Q3: 4,329 shares; 2025Q4: 4,032 shares 4,032 $4.9M 0.17% -297 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 10,444 shares; 2025Q1: 7,833 shares; 2025Q2: 66,674 shares; 2025Q3: 43,636 shares; 2025Q4: 33,778 shares 33,778 $4.87M 0.17% -9,858 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,644 shares 152,644 $4.84M 0.17% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,186 shares 12,186 $4.8M 0.16% new 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: 50,433 shares; 2024Q4: 8,044 shares; 2025Q1: 6,214 shares; 2025Q2: 12,539 shares; 2025Q3: 8,128 shares; 2025Q4: 13,938 shares 13,938 $4.8M 0.16% +5,810 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,391 shares; 2024Q4: 25,241 shares; 2025Q1: 39,322 shares; 2025Q2: 113,391 shares; 2025Q3: 33,043 shares; 2025Q4: 27,848 shares 27,848 $4.69M 0.16% -5,195 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,242 shares; 2024Q4: 24,873 shares; 2025Q1: 7,498 shares; 2025Q2: 2,050 shares; 2025Q3: 16,096 shares; 2025Q4: 17,246 shares 17,246 $4.68M 0.16% +1,150 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,208 shares; 2024Q4: 35,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,436 shares 133,436 $4.65M 0.16% 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: 105,348 shares; 2024Q4: 52,589 shares; 2025Q1: 11,728 shares; 2025Q2: 5,305 shares; 2025Q3: 39,536 shares; 2025Q4: 26,755 shares 26,755 $4.58M 0.16% -12,781 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: 5,980 shares; 2024Q4: 2,611 shares; 2025Q1: 3,651 shares; 2025Q2: 1,791 shares; 2025Q3: 4,512 shares; 2025Q4: 12,365 shares 12,365 $4.57M 0.16% +7,853 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,388 shares; 2024Q4: 46,720 shares; 2025Q1: 72,376 shares; 2025Q2: not reported; 2025Q3: 39,199 shares; 2025Q4: 26,871 shares 26,871 $4.54M 0.15% -12,328 Timeline PBOT 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179,910 shares 179,910 $4.53M 0.15% new Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,000 shares; 2025Q1: 39,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,844 shares 33,844 $4.47M 0.15% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,054 shares 10,054 $4.47M 0.15% new Timeline JPXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 3,451 shares; 2025Q1: 18,496 shares; 2025Q2: 39,270 shares; 2025Q3: 57,115 shares; 2025Q4: 51,097 shares 51,097 $4.42M 0.15% -6,018 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 5,636 shares; 2025Q1: 2,085 shares; 2025Q2: 459 shares; 2025Q3: 4,827 shares; 2025Q4: 4,112 shares 4,112 $4.4M 0.15% -715 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: 78,334 shares; 2024Q4: 43,454 shares; 2025Q1: 43,820 shares; 2025Q2: 6,661 shares; 2025Q3: 79,998 shares; 2025Q4: 57,080 shares 57,080 $4.4M 0.15% -22,918 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 37,441 shares; 2025Q1: 45,498 shares; 2025Q2: not reported; 2025Q3: 18,373 shares; 2025Q4: 23,912 shares 23,912 $4.4M 0.15% +5,539 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: 135,242 shares; 2024Q4: 27,225 shares; 2025Q1: 18,033 shares; 2025Q2: 12,464 shares; 2025Q3: 17,423 shares; 2025Q4: 46,830 shares 46,830 $4.36M 0.15% +29,407 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,906 shares; 2024Q4: 91,218 shares; 2025Q1: 15,066 shares; 2025Q2: 78,549 shares; 2025Q3: 9,316 shares; 2025Q4: 39,233 shares 39,233 $4.32M 0.15% +29,917 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: 23,322 shares; 2024Q4: 8,415 shares; 2025Q1: 20,539 shares; 2025Q2: 10,747 shares; 2025Q3: 8,119 shares; 2025Q4: 18,750 shares 18,750 $4.28M 0.15% +10,631 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,592 shares; 2025Q3: not reported; 2025Q4: 68,476 shares 68,476 $4.2M 0.14% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,745 shares; 2024Q4: 57,248 shares; 2025Q1: 229,391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,609 shares 92,609 $4.2M 0.14% new 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: 672 shares; 2024Q4: 5,445 shares; 2025Q1: 3,052 shares; 2025Q2: 8,561 shares; 2025Q3: 9,034 shares; 2025Q4: 12,666 shares 12,666 $4.1M 0.14% +3,632 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: 3,107 shares; 2024Q4: 3,367 shares; 2025Q1: 3,483 shares; 2025Q2: not reported; 2025Q3: 16,926 shares; 2025Q4: 18,793 shares 18,793 $4.08M 0.14% +1,867 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: 47,330 shares; 2024Q4: 9,308 shares; 2025Q1: 5,386 shares; 2025Q2: 2,275 shares; 2025Q3: 3,419 shares; 2025Q4: 13,495 shares 13,495 $4M 0.14% +10,076 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: 18,976 shares; 2024Q4: 42,421 shares; 2025Q1: 44,100 shares; 2025Q2: 11,462 shares; 2025Q3: 29,817 shares; 2025Q4: 35,847 shares 35,847 $3.99M 0.14% +6,030 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,811 shares; 2024Q4: 20,281 shares; 2025Q1: 5,034 shares; 2025Q2: 1,870 shares; 2025Q3: 10,450 shares; 2025Q4: 18,335 shares 18,335 $3.98M 0.14% +7,885 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,135 shares; 2024Q4: 48,651 shares; 2025Q1: 7,955 shares; 2025Q2: 4,886 shares; 2025Q3: 43,412 shares; 2025Q4: 45,551 shares 45,551 $3.87M 0.13% +2,139 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: 12,258 shares; 2024Q4: 5,117 shares; 2025Q1: 4,765 shares; 2025Q2: 4,708 shares; 2025Q3: 13,622 shares; 2025Q4: 11,798 shares 11,798 $3.86M 0.13% -1,824 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,343 shares 145,343 $3.84M 0.13% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,414 shares; 2024Q4: not reported; 2025Q1: 7,703 shares; 2025Q2: 29,305 shares; 2025Q3: 25,377 shares; 2025Q4: 111,245 shares 111,245 $3.79M 0.13% +85,868 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: not reported; 2025Q1: 21,942 shares; 2025Q2: 24,586 shares; 2025Q3: 9,393 shares; 2025Q4: 11,676 shares 11,676 $3.77M 0.13% +2,283 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,799 shares; 2025Q3: not reported; 2025Q4: 37,082 shares 37,082 $3.75M 0.13% new Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,057 shares 73,057 $3.71M 0.13% new 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: 1,509 shares; 2024Q4: 5,761 shares; 2025Q1: 5,959 shares; 2025Q2: 2,199 shares; 2025Q3: 10,184 shares; 2025Q4: 4,276 shares 4,276 $3.69M 0.13% -5,908 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: not reported; 2025Q1: 49,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,393 shares 33,393 $3.68M 0.13% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,557 shares; 2025Q1: 4,957 shares; 2025Q2: 4,957 shares; 2025Q3: 30,307 shares; 2025Q4: 35,842 shares 35,842 $3.65M 0.12% +5,535 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: 143,456 shares; 2024Q4: 13,912 shares; 2025Q1: 12,239 shares; 2025Q2: 8,131 shares; 2025Q3: 7,688 shares; 2025Q4: 31,977 shares 31,977 $3.64M 0.12% +24,289 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,105 shares; 2025Q4: 60,034 shares 60,034 $3.6M 0.12% -7,071 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,738 shares 113,738 $3.6M 0.12% new 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: 6,300 shares; 2024Q4: 7,450 shares; 2025Q1: 6,456 shares; 2025Q2: not reported; 2025Q3: 2,331 shares; 2025Q4: 13,216 shares 13,216 $3.5M 0.12% +10,885 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 6,721 shares; 2025Q1: 551 shares; 2025Q2: 451 shares; 2025Q3: 2,134 shares; 2025Q4: 3,848 shares 3,848 $3.49M 0.12% +1,714 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: 13,214 shares; 2024Q4: 14,240 shares; 2025Q1: 26,477 shares; 2025Q2: 12,885 shares; 2025Q3: 10,033 shares; 2025Q4: 33,094 shares 33,094 $3.48M 0.12% +23,061 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,725 shares; 2025Q2: 187,692 shares; 2025Q3: 5,718 shares; 2025Q4: 42,636 shares 42,636 $3.44M 0.12% +36,918 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: 44,897 shares; 2024Q4: 17,617 shares; 2025Q1: 25,008 shares; 2025Q2: 16,513 shares; 2025Q3: 3,155 shares; 2025Q4: 22,417 shares 22,417 $3.42M 0.12% +19,262 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,980 shares; 2025Q3: 49,653 shares; 2025Q4: 38,172 shares 38,172 $3.41M 0.12% -11,481 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: 27,155 shares; 2024Q4: 20,613 shares; 2025Q1: 15,047 shares; 2025Q2: not reported; 2025Q3: 21,058 shares; 2025Q4: 23,067 shares 23,067 $3.41M 0.12% +2,009 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,835 shares; 2024Q4: 26,553 shares; 2025Q1: 46,228 shares; 2025Q2: not reported; 2025Q3: 56,868 shares; 2025Q4: 127,458 shares 127,458 $3.34M 0.11% +70,590 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: not reported; 2025Q3: 2,577 shares; 2025Q4: 13,187 shares 13,187 $3.31M 0.11% +10,610 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,089 shares; 2025Q2: 42,813 shares; 2025Q3: 18,355 shares; 2025Q4: 18,215 shares 18,215 $3.3M 0.11% -140 Timeline FLAU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,699 shares; 2024Q4: 12,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,822 shares; 2025Q4: 101,648 shares 101,648 $3.2M 0.11% +74,826 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: 8,062 shares; 2024Q4: 8,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 8,020 shares 8,020 $3.18M 0.11% +6,967 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: 36,138 shares; 2024Q4: 45,018 shares; 2025Q1: 70,213 shares; 2025Q2: 33,802 shares; 2025Q3: 60,547 shares; 2025Q4: 12,565 shares 12,565 $3.18M 0.11% -47,982 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 6,692 shares; 2025Q1: 18,988 shares; 2025Q2: 137,742 shares; 2025Q3: 14,028 shares; 2025Q4: 50,031 shares 50,031 $3.11M 0.11% +36,003 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: 10,100 shares; 2024Q4: 7,699 shares; 2025Q1: not reported; 2025Q2: 16,415 shares; 2025Q3: 31,597 shares; 2025Q4: 20,807 shares 20,807 $3.09M 0.11% -10,790 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 10,497 shares; 2025Q1: 5,225 shares; 2025Q2: 2,345 shares; 2025Q3: 5,103 shares; 2025Q4: 9,004 shares 9,004 $3.09M 0.11% +3,901 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,011 shares; 2025Q2: 17,125 shares; 2025Q3: 148,315 shares; 2025Q4: 145,721 shares 145,721 $3.07M 0.1% -2,594 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,253 shares; 2025Q2: 60,479 shares; 2025Q3: 44,124 shares; 2025Q4: 70,880 shares 70,880 $3.06M 0.1% +26,756 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,679 shares; 2025Q4: 102,623 shares 102,623 $3.06M 0.1% +30,944 Timeline FDCF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,769 shares; 2025Q2: not reported; 2025Q3: 19,979 shares; 2025Q4: 63,362 shares 63,362 $3.05M 0.1% +43,383 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,638 shares; 2025Q1: 3,274 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,206 shares 36,206 $3.03M 0.1% new 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: 11,559 shares; 2024Q4: 11,090 shares; 2025Q1: 11,026 shares; 2025Q2: 4,393 shares; 2025Q3: 7,288 shares; 2025Q4: 17,038 shares 17,038 $3.02M 0.1% +9,750 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,658 shares; 2024Q4: 68,410 shares; 2025Q1: 16,553 shares; 2025Q2: 5,371 shares; 2025Q3: 33,349 shares; 2025Q4: 47,400 shares 47,400 $3.02M 0.1% +14,051 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,389 shares; 2025Q3: 4,629 shares; 2025Q4: 20,956 shares 20,956 $3M 0.1% +16,327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,001 shares 44,001 $2.98M 0.1% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,463 shares; 2025Q1: 4,980 shares; 2025Q2: not reported; 2025Q3: 10,906 shares; 2025Q4: 30,505 shares 30,505 $2.97M 0.1% +19,599 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,581 shares; 2024Q4: 4,128 shares; 2025Q1: 4,108 shares; 2025Q2: 3,828 shares; 2025Q3: 4,378 shares; 2025Q4: 9,576 shares 9,576 $2.95M 0.1% +5,198 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,468 shares; 2024Q4: 1,594 shares; 2025Q1: 15,057 shares; 2025Q2: 2,377 shares; 2025Q3: 983 shares; 2025Q4: 11,784 shares 11,784 $2.92M 0.1% +10,801 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 2,852 shares; 2025Q1: 3,022 shares; 2025Q2: 902 shares; 2025Q3: 16,771 shares; 2025Q4: 14,978 shares 14,978 $2.92M 0.1% -1,793 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,938 shares; 2025Q2: not reported; 2025Q3: 36,656 shares; 2025Q4: 35,168 shares 35,168 $2.91M 0.1% -1,488 Timeline FTXL 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: 14,602 shares; 2024Q4: 10,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,968 shares; 2025Q4: 22,400 shares 22,400 $2.9M 0.1% +10,432 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: 11,939 shares; 2024Q4: 21,127 shares; 2025Q1: 24,416 shares; 2025Q2: 2,592 shares; 2025Q3: 15,102 shares; 2025Q4: 20,127 shares 20,127 $2.88M 0.1% +5,025 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: 267,133 shares; 2024Q4: 16,406 shares; 2025Q1: 8,491 shares; 2025Q2: 5,822 shares; 2025Q3: 10,569 shares; 2025Q4: 24,506 shares 24,506 $2.86M 0.1% +13,937 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: not reported; 2025Q1: 89,995 shares; 2025Q2: not reported; 2025Q3: 82,658 shares; 2025Q4: 70,838 shares 70,838 $2.85M 0.1% -11,820 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,418 shares; 2024Q4: 7,009 shares; 2025Q1: 4,396 shares; 2025Q2: 48,365 shares; 2025Q3: 30,455 shares; 2025Q4: 24,258 shares 24,258 $2.84M 0.1% -6,197 Timeline FEZ 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: not reported; 2024Q4: 7,104 shares; 2025Q1: 4,117 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,815 shares 43,815 $2.82M 0.1% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,226 shares; 2024Q4: 4,623 shares; 2025Q1: 16,098 shares; 2025Q2: 3,009 shares; 2025Q3: 28,173 shares; 2025Q4: 13,865 shares 13,865 $2.82M 0.1% -14,308 Timeline HIBL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,051 shares; 2024Q4: 17,034 shares; 2025Q1: 9,860 shares; 2025Q2: 37,943 shares; 2025Q3: 3,502 shares; 2025Q4: 42,689 shares 42,689 $2.8M 0.1% +39,187 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 3,820 shares; 2025Q2: 6,246 shares; 2025Q3: 2,403 shares; 2025Q4: 24,554 shares 24,554 $2.8M 0.1% +22,151 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 9,396 shares; 2025Q1: 5,796 shares; 2025Q2: 56,870 shares; 2025Q3: 35,929 shares; 2025Q4: 26,835 shares 26,835 $2.76M 0.09% -9,094 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,274 shares; 2024Q4: 17,701 shares; 2025Q1: 7,543 shares; 2025Q2: 136,583 shares; 2025Q3: 22,801 shares; 2025Q4: 13,083 shares 13,083 $2.75M 0.09% -9,718 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,576 shares; 2024Q4: 328,431 shares; 2025Q1: 350,999 shares; 2025Q2: 164,115 shares; 2025Q3: 102,692 shares; 2025Q4: 85,478 shares 85,478 $2.72M 0.09% -17,214 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: 446,859 shares; 2024Q4: 13,414 shares; 2025Q1: 216,387 shares; 2025Q2: 99,364 shares; 2025Q3: 208,094 shares; 2025Q4: 29,602 shares 29,602 $2.71M 0.09% -178,492 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: 31,917 shares; 2024Q4: 33,303 shares; 2025Q1: 54,412 shares; 2025Q2: 13,533 shares; 2025Q3: 19,822 shares; 2025Q4: 66,218 shares 66,218 $2.7M 0.09% +46,396 Timeline FNGO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,025 shares; 2025Q1: 10,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,073 shares 23,073 $2.69M 0.09% new Timeline CURE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,210 shares; 2025Q1: 29,752 shares; 2025Q2: 6,473 shares; 2025Q3: 32,481 shares; 2025Q4: 24,034 shares 24,034 $2.68M 0.09% -8,447 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,567 shares 97,567 $2.67M 0.09% new Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,247 shares; 2024Q4: not reported; 2025Q1: 104,860 shares; 2025Q2: 9,295 shares; 2025Q3: 75,025 shares; 2025Q4: 39,231 shares 39,231 $2.67M 0.09% -35,794 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,317 shares 68,317 $2.64M 0.09% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 91,681 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,408 shares 25,408 $2.63M 0.09% new 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: 6,038 shares; 2024Q4: 6,306 shares; 2025Q1: 2,275 shares; 2025Q2: 3,003 shares; 2025Q3: 2,857 shares; 2025Q4: 8,600 shares 8,600 $2.63M 0.09% +5,743 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,509 shares; 2024Q4: 22,030 shares; 2025Q1: 7,294 shares; 2025Q2: 2,337 shares; 2025Q3: 10,805 shares; 2025Q4: 13,570 shares 13,570 $2.63M 0.09% +2,765 Timeline PRMR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,747 shares 104,747 $2.61M 0.09% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 104 shares; 2025Q1: 65 shares; 2025Q2: 700 shares; 2025Q3: 437 shares; 2025Q4: 356 shares 356 $2.6M 0.09% -81 Timeline CARZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,303 shares 33,303 $2.59M 0.09% new 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: 76,661 shares; 2024Q4: 49,128 shares; 2025Q1: 29,676 shares; 2025Q2: 10,464 shares; 2025Q3: 38,145 shares; 2025Q4: 103,680 shares 103,680 $2.58M 0.09% +65,535 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: 1,785 shares; 2024Q4: 1,806 shares; 2025Q1: 3,206 shares; 2025Q2: 651 shares; 2025Q3: 7,991 shares; 2025Q4: 4,538 shares 4,538 $2.57M 0.09% -3,453 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,632 shares; 2024Q4: not reported; 2025Q1: 5,566 shares; 2025Q2: not reported; 2025Q3: 109,604 shares; 2025Q4: 35,586 shares 35,586 $2.56M 0.09% -74,018 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,894 shares; 2025Q1: 19,536 shares; 2025Q2: 38,258 shares; 2025Q3: not reported; 2025Q4: 56,700 shares 56,700 $2.55M 0.09% new Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,741 shares 50,741 $2.54M 0.09% new 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: 12,366 shares; 2024Q4: 13,934 shares; 2025Q1: 11,480 shares; 2025Q2: 3,837 shares; 2025Q3: 6,599 shares; 2025Q4: 12,946 shares 12,946 $2.52M 0.09% +6,347 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,325 shares; 2024Q4: 87,241 shares; 2025Q1: 3,682 shares; 2025Q2: 15,741 shares; 2025Q3: not reported; 2025Q4: 16,246 shares 16,246 $2.51M 0.09% new Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,994 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,577 shares 53,577 $2.49M 0.08% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,500 shares; 2024Q4: 27,683 shares; 2025Q1: 29,315 shares; 2025Q2: 12,876 shares; 2025Q3: 103,945 shares; 2025Q4: 83,078 shares 83,078 $2.48M 0.08% -20,867 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,821 shares; 2025Q1: 49,904 shares; 2025Q2: not reported; 2025Q3: 26,566 shares; 2025Q4: 81,211 shares 81,211 $2.48M 0.08% +54,645 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: 9,999 shares; 2024Q4: 6,133 shares; 2025Q1: 1,223 shares; 2025Q2: 13,729 shares; 2025Q3: 9,461 shares; 2025Q4: 10,248 shares 10,248 $2.47M 0.08% +787 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,194 shares; 2025Q1: 4,135 shares; 2025Q2: not reported; 2025Q3: 3,594 shares; 2025Q4: 8,467 shares 8,467 $2.46M 0.08% +4,873 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,907 shares; 2024Q4: 3,037 shares; 2025Q1: 2,692 shares; 2025Q2: 3,374 shares; 2025Q3: 12,937 shares; 2025Q4: 5,705 shares 5,705 $2.43M 0.08% -7,232 Timeline DUSL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,633 shares; 2024Q4: 30,705 shares; 2025Q1: 30,798 shares; 2025Q2: 29,399 shares; 2025Q3: 36,306 shares; 2025Q4: 35,903 shares 35,903 $2.42M 0.08% -403 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,685 shares; 2024Q4: 14,638 shares; 2025Q1: not reported; 2025Q2: 51,179 shares; 2025Q3: 78,776 shares; 2025Q4: 134,781 shares 134,781 $2.4M 0.08% +56,005 Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,789 shares 57,789 $2.4M 0.08% new 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: 26,358 shares; 2024Q4: 11,776 shares; 2025Q1: 15,986 shares; 2025Q2: 3,123 shares; 2025Q3: 8,141 shares; 2025Q4: 19,066 shares 19,066 $2.39M 0.08% +10,925 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,552 shares; 2025Q3: 96,237 shares; 2025Q4: 54,590 shares 54,590 $2.36M 0.08% -41,647 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,205 shares; 2025Q1: 69,723 shares; 2025Q2: 14,492 shares; 2025Q3: 17,237 shares; 2025Q4: 47,644 shares 47,644 $2.32M 0.08% +30,407 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,081 shares; 2025Q3: 5,170 shares; 2025Q4: 37,850 shares 37,850 $2.3M 0.08% +32,680 Timeline RMME COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,942 shares 22,942 $2.3M 0.08% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 1,758 shares; 2025Q1: 1,315 shares; 2025Q2: 1,021 shares; 2025Q3: 2,117 shares; 2025Q4: 4,367 shares 4,367 $2.28M 0.08% +2,250 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,380 shares; 2024Q4: not reported; 2025Q1: 298,733 shares; 2025Q2: 189,594 shares; 2025Q3: 79,786 shares; 2025Q4: 110,922 shares 110,922 $2.25M 0.08% +31,136 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 781 shares; 2025Q2: 638 shares; 2025Q3: 659 shares; 2025Q4: 2,091 shares 2,091 $2.24M 0.08% +1,432 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: 5,142 shares; 2024Q4: 3,086 shares; 2025Q1: 2,928 shares; 2025Q2: 1,039 shares; 2025Q3: 1,946 shares; 2025Q4: 3,831 shares 3,831 $2.22M 0.08% +1,885 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,356 shares 31,356 $2.19M 0.07% 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: 60,940 shares; 2024Q4: 1,544 shares; 2025Q1: 9,418 shares; 2025Q2: 4,047 shares; 2025Q3: 11,873 shares; 2025Q4: 6,196 shares 6,196 $2.19M 0.07% -5,677 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,368 shares; 2025Q1: 3,452 shares; 2025Q2: 924 shares; 2025Q3: 6,455 shares; 2025Q4: 3,245 shares 3,245 $2.19M 0.07% -3,210 Timeline IEI 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: 134,619 shares; 2024Q4: 3,800 shares; 2025Q1: 4,162 shares; 2025Q2: 24,480 shares; 2025Q3: 2,194 shares; 2025Q4: 18,178 shares 18,178 $2.17M 0.07% +15,984 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,209 shares; 2024Q4: 3,011 shares; 2025Q1: 1,760 shares; 2025Q2: 2,082 shares; 2025Q3: 2,698 shares; 2025Q4: 8,906 shares 8,906 $2.16M 0.07% +6,208 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: 82,349 shares; 2024Q4: 7,285 shares; 2025Q1: 7,708 shares; 2025Q2: 3,519 shares; 2025Q3: 5,290 shares; 2025Q4: 11,767 shares 11,767 $2.16M 0.07% +6,477 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,399 shares; 2024Q4: 12,091 shares; 2025Q1: 7,456 shares; 2025Q2: 4,470 shares; 2025Q3: 8,484 shares; 2025Q4: 21,378 shares 21,378 $2.14M 0.07% +12,894 Timeline TIPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,675 shares 40,675 $2.13M 0.07% new Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,733 shares; 2025Q1: 11,643 shares; 2025Q2: 10,578 shares; 2025Q3: 39,420 shares; 2025Q4: 40,292 shares 40,292 $2.1M 0.07% +872 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,627 shares; 2024Q4: 25,586 shares; 2025Q1: not reported; 2025Q2: 14,910 shares; 2025Q3: 15,231 shares; 2025Q4: 76,748 shares 76,748 $2.1M 0.07% +61,517 Timeline FAZ DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,462 shares 54,462 $2.09M 0.07% new Timeline XCOR FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 12,673 shares; 2025Q1: 29,020 shares; 2025Q2: 7,972 shares; 2025Q3: 9,746 shares; 2025Q4: 25,925 shares 25,925 $2.08M 0.07% +16,179 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 12,047 shares; 2025Q1: not reported; 2025Q2: 41,531 shares; 2025Q3: 9,842 shares; 2025Q4: 69,368 shares 69,368 $2.07M 0.07% +59,526 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,678 shares; 2024Q4: 11,644 shares; 2025Q1: 27,771 shares; 2025Q2: 12,824 shares; 2025Q3: not reported; 2025Q4: 18,839 shares 18,839 $2.07M 0.07% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,334 shares; 2024Q4: 114,650 shares; 2025Q1: 146,931 shares; 2025Q2: not reported; 2025Q3: 26,376 shares; 2025Q4: 21,764 shares 21,764 $2.04M 0.07% -4,612 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,891 shares 208,891 $2.04M 0.07% new Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,610 shares 12,610 $2.04M 0.07% new 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: 59,603 shares; 2024Q4: 6,368 shares; 2025Q1: 5,212 shares; 2025Q2: 1,448 shares; 2025Q3: 13,137 shares; 2025Q4: 11,024 shares 11,024 $2.03M 0.07% -2,113 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,978 shares; 2025Q3: not reported; 2025Q4: 25,232 shares 25,232 $2.02M 0.07% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,101 shares; 2025Q2: 5,846 shares; 2025Q3: not reported; 2025Q4: 15,748 shares 15,748 $1.99M 0.07% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,308 shares; 2025Q1: 7,118 shares; 2025Q2: not reported; 2025Q3: 5,223 shares; 2025Q4: 13,003 shares 13,003 $1.99M 0.07% +7,780 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,391 shares 59,391 $1.98M 0.07% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: not reported; 2025Q1: 13,994 shares; 2025Q2: 2,706 shares; 2025Q3: not reported; 2025Q4: 13,554 shares 13,554 $1.95M 0.07% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 2,901 shares; 2025Q1: 2,173 shares; 2025Q2: 909 shares; 2025Q3: 5,057 shares; 2025Q4: 2,948 shares 2,948 $1.95M 0.07% -2,109 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,155 shares; 2025Q2: not reported; 2025Q3: 27,074 shares; 2025Q4: 34,374 shares 34,374 $1.95M 0.07% +7,300 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: 24,298 shares; 2024Q4: 37,384 shares; 2025Q1: 55,938 shares; 2025Q2: 14,608 shares; 2025Q3: 28,179 shares; 2025Q4: 27,915 shares 27,915 $1.95M 0.07% -264 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,799 shares; 2025Q1: 5,499 shares; 2025Q2: 2,225 shares; 2025Q3: 11,873 shares; 2025Q4: 13,537 shares 13,537 $1.95M 0.07% +1,664 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,668 shares; 2024Q4: 40,687 shares; 2025Q1: 32,038 shares; 2025Q2: 43,591 shares; 2025Q3: 23,760 shares; 2025Q4: 76,765 shares 76,765 $1.94M 0.07% +53,005 Timeline EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,706 shares; 2025Q2: 24,677 shares; 2025Q3: 20,061 shares; 2025Q4: 34,247 shares 34,247 $1.94M 0.07% +14,186 Timeline STXE 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: 19,190 shares; 2024Q4: 90,392 shares; 2025Q1: 179,131 shares; 2025Q2: not reported; 2025Q3: 26,231 shares; 2025Q4: 53,909 shares 53,909 $1.94M 0.07% +27,678 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,755 shares; 2024Q4: 37,690 shares; 2025Q1: 147,684 shares; 2025Q2: 73,661 shares; 2025Q3: 463,249 shares; 2025Q4: 19,205 shares 19,205 $1.93M 0.07% -444,044 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: 20,853 shares; 2024Q4: 22,449 shares; 2025Q1: 19,062 shares; 2025Q2: 7,969 shares; 2025Q3: 28,531 shares; 2025Q4: 13,428 shares 13,428 $1.93M 0.07% -15,103 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,434 shares; 2025Q4: 11,584 shares 11,584 $1.93M 0.07% +5,150 Timeline EVE HLDG INC EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,174,179 shares 4,174,179 $1.92M 0.07% new ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,162 shares; 2024Q4: 114,005 shares; 2025Q1: 16,776 shares; 2025Q2: not reported; 2025Q3: 7,874 shares; 2025Q4: 58,740 shares 58,740 $1.9M 0.06% +50,866 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,351 shares; 2024Q4: 18,484 shares; 2025Q1: 71,295 shares; 2025Q2: 16,712 shares; 2025Q3: not reported; 2025Q4: 74,725 shares 74,725 $1.87M 0.06% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,809 shares; 2025Q3: 41,902 shares; 2025Q4: 20,584 shares 20,584 $1.87M 0.06% -21,318 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: 15,583 shares; 2024Q4: 58,012 shares; 2025Q1: 15,997 shares; 2025Q2: 4,198 shares; 2025Q3: 21,927 shares; 2025Q4: 34,562 shares 34,562 $1.87M 0.06% +12,635 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: 123,669 shares; 2024Q4: not reported; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: 16,543 shares; 2025Q4: 15,162 shares 15,162 $1.87M 0.06% -1,381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,079 shares; 2025Q3: 7,014 shares; 2025Q4: 4,518 shares 4,518 $1.86M 0.06% -2,496 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,645 shares; 2024Q4: not reported; 2025Q1: 21,588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,486 shares 26,486 $1.86M 0.06% new 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: 3,813 shares; 2024Q4: 7,081 shares; 2025Q1: 3,299 shares; 2025Q2: 2,176 shares; 2025Q3: 2,929 shares; 2025Q4: 8,171 shares 8,171 $1.86M 0.06% +5,242 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,627 shares; 2025Q3: not reported; 2025Q4: 28,106 shares 28,106 $1.85M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 115,818 shares; 2025Q2: not reported; 2025Q3: 6,244 shares; 2025Q4: 15,486 shares 15,486 $1.85M 0.06% +9,242 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: 6,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,896 shares; 2025Q3: not reported; 2025Q4: 30,695 shares 30,695 $1.84M 0.06% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,130 shares; 2024Q4: 7,748 shares; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: not reported; 2025Q4: 22,393 shares 22,393 $1.83M 0.06% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 20,024 shares; 2025Q1: 9,898 shares; 2025Q2: 24,212 shares; 2025Q3: 3,145 shares; 2025Q4: 28,004 shares 28,004 $1.82M 0.06% +24,859 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 286 shares; 2025Q1: 90 shares; 2025Q2: 129 shares; 2025Q3: 696 shares; 2025Q4: 336 shares 336 $1.8M 0.06% -360 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,122 shares; 2025Q2: 59,956 shares; 2025Q3: not reported; 2025Q4: 36,309 shares 36,309 $1.78M 0.06% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 920 shares; 2025Q4: 2,718 shares 2,718 $1.78M 0.06% +1,798 Timeline WSGE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,455 shares 70,455 $1.76M 0.06% new Timeline AOTG 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: 20,848 shares; 2024Q4: not reported; 2025Q1: 8,473 shares; 2025Q2: 6,752 shares; 2025Q3: 18,690 shares; 2025Q4: 31,198 shares 31,198 $1.75M 0.06% +12,508 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,684 shares; 2024Q4: 13,877 shares; 2025Q1: 6,523 shares; 2025Q2: 6,488 shares; 2025Q3: 25,526 shares; 2025Q4: 14,181 shares 14,181 $1.74M 0.06% -11,345 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,735 shares 7,735 $1.74M 0.06% new Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,381 shares; 2024Q4: not reported; 2025Q1: 51,543 shares; 2025Q2: 11,345 shares; 2025Q3: 43,224 shares; 2025Q4: 57,597 shares 57,597 $1.74M 0.06% +14,373 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,505 shares; 2024Q4: 34,518 shares; 2025Q1: 32,621 shares; 2025Q2: 1,266,514 shares; 2025Q3: 28,101 shares; 2025Q4: 52,329 shares 52,329 $1.73M 0.06% +24,228 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 3,397 shares; 2025Q1: 2,369 shares; 2025Q2: 1,232 shares; 2025Q3: 1,774 shares; 2025Q4: 5,494 shares 5,494 $1.71M 0.06% +3,720 Timeline CNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,568 shares; 2025Q1: 24,964 shares; 2025Q2: 111,997 shares; 2025Q3: 19,981 shares; 2025Q4: 55,286 shares 55,286 $1.71M 0.06% +35,305 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,685 shares 68,685 $1.7M 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,077 shares; 2024Q4: 2,122 shares; 2025Q1: 2,761 shares; 2025Q2: not reported; 2025Q3: 2,179 shares; 2025Q4: 10,554 shares 10,554 $1.69M 0.06% +8,375 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,371 shares; 2024Q4: 20,520 shares; 2025Q1: 11,340 shares; 2025Q2: not reported; 2025Q3: 92,092 shares; 2025Q4: 58,605 shares 58,605 $1.69M 0.06% -33,487 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: not reported; 2024Q4: 43,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,696 shares 45,696 $1.69M 0.06% new Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,696 shares 32,696 $1.68M 0.06% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,744 shares; 2025Q1: 5,268 shares; 2025Q2: 4,339 shares; 2025Q3: 12,427 shares; 2025Q4: 21,001 shares 21,001 $1.67M 0.06% +8,574 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,281 shares; 2024Q4: 22,663 shares; 2025Q1: 24,006 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,466 shares 10,466 $1.67M 0.06% new Timeline ULTIMUS MANAGERS TR ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,024 shares; 2025Q3: not reported; 2025Q4: 56,019 shares 56,019 $1.66M 0.06% new ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,277 shares; 2024Q4: 42,118 shares; 2025Q1: 20,424 shares; 2025Q2: not reported; 2025Q3: 10,850 shares; 2025Q4: 17,276 shares 17,276 $1.66M 0.06% +6,426 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 9,664 shares; 2025Q1: 29,574 shares; 2025Q2: 9,058 shares; 2025Q3: not reported; 2025Q4: 36,880 shares 36,880 $1.66M 0.06% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,051 shares; 2024Q4: not reported; 2025Q1: 6,062 shares; 2025Q2: not reported; 2025Q3: 5,703 shares; 2025Q4: 22,435 shares 22,435 $1.65M 0.06% +16,732 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,470 shares; 2025Q3: 40,384 shares; 2025Q4: 60,021 shares 60,021 $1.65M 0.06% +19,637 Timeline LOTI TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,918 shares; 2025Q4: 65,179 shares 65,179 $1.64M 0.06% +45,261 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: 11,694 shares; 2024Q4: 4,500 shares; 2025Q1: 8,826 shares; 2025Q2: 31,854 shares; 2025Q3: not reported; 2025Q4: 16,982 shares 16,982 $1.63M 0.06% new Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,969 shares; 2025Q1: 7,282 shares; 2025Q2: 69,279 shares; 2025Q3: 7,691 shares; 2025Q4: 37,127 shares 37,127 $1.63M 0.06% +29,436 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,222 shares; 2024Q4: 3,064 shares; 2025Q1: not reported; 2025Q2: 22,960 shares; 2025Q3: 14,443 shares; 2025Q4: 11,941 shares 11,941 $1.61M 0.06% -2,502 Timeline SPXU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,236 shares 32,236 $1.6M 0.05% new Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,902 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,788 shares 84,788 $1.59M 0.05% new Timeline BVAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,915 shares; 2025Q3: 33,003 shares; 2025Q4: 57,046 shares 57,046 $1.59M 0.05% +24,043 Timeline FMKT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,535 shares; 2025Q3: 18,138 shares; 2025Q4: 73,569 shares 73,569 $1.59M 0.05% +55,431 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,862 shares 52,862 $1.57M 0.05% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,406 shares; 2024Q4: 2,495 shares; 2025Q1: not reported; 2025Q2: 64,181 shares; 2025Q3: 17,284 shares; 2025Q4: 6,799 shares 6,799 $1.56M 0.05% -10,485 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,970 shares; 2024Q4: 4,890 shares; 2025Q1: 3,921 shares; 2025Q2: 1,170 shares; 2025Q3: 10,790 shares; 2025Q4: 4,462 shares 4,462 $1.56M 0.05% -6,328 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: 19,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 10,230 shares; 2025Q4: 8,127 shares 8,127 $1.55M 0.05% -2,103 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,763 shares; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 1,711 shares; 2025Q3: 6,749 shares; 2025Q4: 6,058 shares 6,058 $1.55M 0.05% -691 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,524 shares; 2025Q2: 76,159 shares; 2025Q3: 25,235 shares; 2025Q4: 40,506 shares 40,506 $1.54M 0.05% +15,271 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,228 shares; 2025Q2: 41,234 shares; 2025Q3: 17,606 shares; 2025Q4: 44,079 shares 44,079 $1.54M 0.05% +26,473 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,375 shares; 2024Q4: 11,011 shares; 2025Q1: 29,840 shares; 2025Q2: not reported; 2025Q3: 18,922 shares; 2025Q4: 35,288 shares 35,288 $1.53M 0.05% +16,366 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: 19,366 shares; 2024Q4: 12,237 shares; 2025Q1: 69,090 shares; 2025Q2: 34,889 shares; 2025Q3: 24,070 shares; 2025Q4: 19,002 shares 19,002 $1.53M 0.05% -5,068 Timeline GNR 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: not reported; 2024Q4: not reported; 2025Q1: 50,173 shares; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 24,478 shares 24,478 $1.52M 0.05% +15,249 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: not reported; 2025Q4: 7,299 shares 7,299 $1.51M 0.05% new Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,703 shares; 2025Q2: 37,599 shares; 2025Q3: 32,572 shares; 2025Q4: 29,208 shares 29,208 $1.51M 0.05% -3,364 Timeline BRNY 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: 18,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,805 shares 29,805 $1.5M 0.05% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: not reported; 2025Q2: 6,507 shares; 2025Q3: 4,178 shares; 2025Q4: 3,586 shares 3,586 $1.5M 0.05% -592 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,176 shares; 2025Q4: 28,600 shares 28,600 $1.49M 0.05% +23,424 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: not reported; 2024Q4: not reported; 2025Q1: 13,808 shares; 2025Q2: not reported; 2025Q3: 6,154 shares; 2025Q4: 12,178 shares 12,178 $1.48M 0.05% +6,024 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,721 shares; 2025Q4: 29,200 shares 29,200 $1.48M 0.05% +23,479 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 3,039 shares; 2025Q1: 1,521 shares; 2025Q2: 1,335 shares; 2025Q3: 2,222 shares; 2025Q4: 5,394 shares 5,394 $1.47M 0.05% +3,172 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,106 shares 43,106 $1.47M 0.05% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,102 shares 11,102 $1.47M 0.05% new Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,843 shares; 2025Q1: 45,921 shares; 2025Q2: 31,593 shares; 2025Q3: 12,023 shares; 2025Q4: 51,763 shares 51,763 $1.47M 0.05% +39,740 Timeline ABLG ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,758 shares; 2025Q2: 37,001 shares; 2025Q3: 29,074 shares; 2025Q4: 46,248 shares 46,248 $1.47M 0.05% +17,174 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,973 shares; 2025Q1: 75,853 shares; 2025Q2: 96,890 shares; 2025Q3: 44,939 shares; 2025Q4: 37,848 shares 37,848 $1.46M 0.05% -7,091 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: not reported; 2024Q4: not reported; 2025Q1: 14,990 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,595 shares 13,595 $1.45M 0.05% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: not reported; 2025Q3: 8,554 shares; 2025Q4: 7,098 shares 7,098 $1.45M 0.05% -1,456 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: 36,053 shares; 2024Q4: 14,900 shares; 2025Q1: 18,151 shares; 2025Q2: 4,239 shares; 2025Q3: 8,936 shares; 2025Q4: 8,999 shares 8,999 $1.44M 0.05% +63 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,394 shares 31,394 $1.44M 0.05% new Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,406 shares; 2025Q3: 44,788 shares; 2025Q4: 38,728 shares 38,728 $1.44M 0.05% -6,060 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 4,747 shares; 2025Q1: 5,433 shares; 2025Q2: 1,953 shares; 2025Q3: 2,576 shares; 2025Q4: 6,251 shares 6,251 $1.43M 0.05% +3,675 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: 798,097 shares; 2024Q4: 44,452 shares; 2025Q1: 52,679 shares; 2025Q2: not reported; 2025Q3: 34,867 shares; 2025Q4: 57,360 shares 57,360 $1.43M 0.05% +22,493 Timeline GINX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,632 shares 45,632 $1.43M 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 7,270 shares; 2025Q1: 4,412 shares; 2025Q2: 1,452 shares; 2025Q3: 1,427 shares; 2025Q4: 5,267 shares 5,267 $1.41M 0.05% +3,840 Timeline SFYF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,281 shares; 2025Q3: not reported; 2025Q4: 25,167 shares 25,167 $1.41M 0.05% new Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,079 shares; 2024Q4: 31,559 shares; 2025Q1: 210,051 shares; 2025Q2: 125,493 shares; 2025Q3: 5,305 shares; 2025Q4: 32,980 shares 32,980 $1.4M 0.05% +27,675 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,762 shares 66,762 $1.39M 0.05% new Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,476 shares 43,476 $1.39M 0.05% new Timeline STXK 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: 45,602 shares; 2024Q4: 31,214 shares; 2025Q1: not reported; 2025Q2: 57,260 shares; 2025Q3: 18,737 shares; 2025Q4: 41,706 shares 41,706 $1.39M 0.05% +22,969 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 7,038 shares; 2025Q1: 3,964 shares; 2025Q2: 2,904 shares; 2025Q3: 4,171 shares; 2025Q4: 8,962 shares 8,962 $1.38M 0.05% +4,791 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,377 shares; 2024Q4: 31,497 shares; 2025Q1: 20,258 shares; 2025Q2: 22,318 shares; 2025Q3: 23,557 shares; 2025Q4: 28,379 shares 28,379 $1.38M 0.05% +4,822 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,610 shares; 2025Q4: 11,359 shares 11,359 $1.38M 0.05% +7,749 Timeline TBG 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: 29,288 shares; 2024Q4: 31,785 shares; 2025Q1: not reported; 2025Q2: 9,967 shares; 2025Q3: 33,457 shares; 2025Q4: 41,146 shares 41,146 $1.37M 0.05% +7,689 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: 16,340 shares; 2024Q4: 7,483 shares; 2025Q1: 11,684 shares; 2025Q2: 4,705 shares; 2025Q3: 6,395 shares; 2025Q4: 14,281 shares 14,281 $1.37M 0.05% +7,886 Timeline AGEM ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,128 shares; 2025Q2: 34,681 shares; 2025Q3: not reported; 2025Q4: 35,480 shares 35,480 $1.36M 0.05% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,484 shares; 2024Q4: not reported; 2025Q1: 27,594 shares; 2025Q2: 85,147 shares; 2025Q3: 6,382 shares; 2025Q4: 15,795 shares 15,795 $1.35M 0.05% +9,413 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,539 shares; 2024Q4: not reported; 2025Q1: 26,851 shares; 2025Q2: 21,935 shares; 2025Q3: 24,685 shares; 2025Q4: 64,750 shares 64,750 $1.35M 0.05% +40,065 Timeline WEBS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,010 shares; 2025Q1: 56,451 shares; 2025Q2: not reported; 2025Q3: 16,104 shares; 2025Q4: 66,961 shares 66,961 $1.35M 0.05% +50,857 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,912 shares; 2024Q4: 31,833 shares; 2025Q1: 14,325 shares; 2025Q2: 44,019 shares; 2025Q3: 32,649 shares; 2025Q4: 21,473 shares 21,473 $1.34M 0.05% -11,176 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 5,657 shares; 2025Q1: 2,239 shares; 2025Q2: 1,462 shares; 2025Q3: 2,637 shares; 2025Q4: 7,216 shares 7,216 $1.34M 0.05% +4,579 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,311 shares; 2025Q1: 150,911 shares; 2025Q2: 63,337 shares; 2025Q3: 44,858 shares; 2025Q4: 49,585 shares 49,585 $1.34M 0.05% +4,727 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,344 shares; 2025Q1: 37,559 shares; 2025Q2: not reported; 2025Q3: 13,006 shares; 2025Q4: 26,914 shares 26,914 $1.33M 0.05% +13,908 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: 81,838 shares; 2024Q4: 8,484 shares; 2025Q1: 8,574 shares; 2025Q2: not reported; 2025Q3: 9,248 shares; 2025Q4: 13,930 shares 13,930 $1.33M 0.05% +4,682 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,177 shares; 2025Q1: not reported; 2025Q2: 12,501 shares; 2025Q3: 3,793 shares; 2025Q4: 12,223 shares 12,223 $1.32M 0.04% +8,430 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,796 shares; 2024Q4: 7,268 shares; 2025Q1: 12,660 shares; 2025Q2: 24,031 shares; 2025Q3: not reported; 2025Q4: 22,976 shares 22,976 $1.31M 0.04% new Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,208 shares 93,208 $1.31M 0.04% new Timeline SDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,595 shares; 2025Q4: 40,809 shares 40,809 $1.31M 0.04% +13,214 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: 4,028 shares; 2024Q4: 2,213 shares; 2025Q1: 1,888 shares; 2025Q2: 997 shares; 2025Q3: 2,035 shares; 2025Q4: 4,082 shares 4,082 $1.3M 0.04% +2,047 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 5,880 shares; 2025Q4: 9,392 shares 9,392 $1.29M 0.04% +3,512 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,807 shares; 2024Q4: not reported; 2025Q1: 17,453 shares; 2025Q2: not reported; 2025Q3: 28,754 shares; 2025Q4: 36,139 shares 36,139 $1.29M 0.04% +7,385 Timeline JEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,988 shares 23,988 $1.29M 0.04% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 3,549 shares; 2025Q1: 2,147 shares; 2025Q2: 4,690 shares; 2025Q3: 7,607 shares; 2025Q4: 9,125 shares 9,125 $1.29M 0.04% +1,518 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 94,306 shares; 2025Q1: 26,060 shares; 2025Q2: not reported; 2025Q3: 4,333 shares; 2025Q4: 25,454 shares 25,454 $1.28M 0.04% +21,121 Timeline SPXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,446 shares; 2025Q4: 36,164 shares 36,164 $1.28M 0.04% +15,718 Timeline SMRI 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: 22,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,348 shares; 2025Q3: 13,675 shares; 2025Q4: 35,349 shares 35,349 $1.28M 0.04% +21,674 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,612 shares; 2024Q4: 41,671 shares; 2025Q1: 42,717 shares; 2025Q2: 90,927 shares; 2025Q3: not reported; 2025Q4: 54,912 shares 54,912 $1.28M 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,631 shares; 2025Q1: 1,262 shares; 2025Q2: 709 shares; 2025Q3: 8,072 shares; 2025Q4: 4,959 shares 4,959 $1.28M 0.04% -3,113 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 17,138 shares; 2025Q4: 31,696 shares 31,696 $1.27M 0.04% +14,558 Timeline BAMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,823 shares; 2024Q4: 31,154 shares; 2025Q1: 19,788 shares; 2025Q2: 10,446 shares; 2025Q3: 11,514 shares; 2025Q4: 42,365 shares 42,365 $1.27M 0.04% +30,851 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,678 shares; 2025Q1: 20,376 shares; 2025Q2: 19,237 shares; 2025Q3: not reported; 2025Q4: 43,634 shares 43,634 $1.27M 0.04% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 3,247 shares; 2025Q3: 2,378 shares; 2025Q4: 2,608 shares 2,608 $1.27M 0.04% +230 Timeline XPH 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: 25,284 shares; 2024Q4: not reported; 2025Q1: 18,307 shares; 2025Q2: 18,948 shares; 2025Q3: 27,770 shares; 2025Q4: 22,549 shares 22,549 $1.26M 0.04% -5,221 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,166 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 6,792 shares 6,792 $1.26M 0.04% new Timeline BLGR EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,856 shares; 2025Q3: 23,482 shares; 2025Q4: 42,919 shares 42,919 $1.26M 0.04% +19,437 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,414 shares; 2025Q3: 5,528 shares; 2025Q4: 13,057 shares 13,057 $1.25M 0.04% +7,529 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,580 shares 9,580 $1.25M 0.04% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 2,074 shares; 2025Q1: 1,296 shares; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 5,392 shares 5,392 $1.25M 0.04% +3,468 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,781 shares 38,781 $1.24M 0.04% new Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: not reported; 2025Q1: 64,307 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,814 shares 36,814 $1.24M 0.04% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,056 shares; 2025Q1: 85,867 shares; 2025Q2: 49,910 shares; 2025Q3: 49,021 shares; 2025Q4: 34,034 shares 34,034 $1.24M 0.04% -14,987 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,633 shares 11,633 $1.24M 0.04% new Timeline NELS COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,007 shares 48,007 $1.24M 0.04% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,833 shares; 2025Q1: 59,486 shares; 2025Q2: 38,713 shares; 2025Q3: 42,616 shares; 2025Q4: 35,446 shares 35,446 $1.23M 0.04% -7,170 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,273 shares; 2024Q4: 3,728 shares; 2025Q1: 4,870 shares; 2025Q2: 10,721 shares; 2025Q3: 22,670 shares; 2025Q4: 9,365 shares 9,365 $1.22M 0.04% -13,305 Timeline SMCO 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: 52,492 shares; 2024Q4: 26,127 shares; 2025Q1: 32,462 shares; 2025Q2: 54,972 shares; 2025Q3: not reported; 2025Q4: 45,654 shares 45,654 $1.22M 0.04% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,586 shares; 2025Q3: 3,989 shares; 2025Q4: 14,446 shares 14,446 $1.22M 0.04% +10,457 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: 7,699 shares; 2024Q4: 17,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,971 shares; 2025Q4: 23,120 shares 23,120 $1.22M 0.04% -71,851 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,409 shares; 2025Q1: 2,172 shares; 2025Q2: 1,273 shares; 2025Q3: 2,490 shares; 2025Q4: 5,841 shares 5,841 $1.22M 0.04% +3,351 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,960 shares; 2025Q1: 19,326 shares; 2025Q2: 23,284 shares; 2025Q3: 30,259 shares; 2025Q4: 40,338 shares 40,338 $1.21M 0.04% +10,079 Timeline BWTG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,016 shares; 2025Q1: 17,347 shares; 2025Q2: 23,906 shares; 2025Q3: 8,860 shares; 2025Q4: 30,937 shares 30,937 $1.21M 0.04% +22,077 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: 11,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,200 shares 44,200 $1.21M 0.04% new Timeline BINT EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,549 shares; 2025Q3: 13,310 shares; 2025Q4: 42,610 shares 42,610 $1.21M 0.04% +29,300 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,838 shares; 2024Q4: 10,412 shares; 2025Q1: 3,302 shares; 2025Q2: 4,946 shares; 2025Q3: 7,469 shares; 2025Q4: 10,414 shares 10,414 $1.21M 0.04% +2,945 Timeline ISHP FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,120 shares; 2024Q4: 10,704 shares; 2025Q1: 11,227 shares; 2025Q2: 17,880 shares; 2025Q3: 20,215 shares; 2025Q4: 30,854 shares 30,854 $1.21M 0.04% +10,639 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,782 shares; 2025Q1: 10,226 shares; 2025Q2: not reported; 2025Q3: 2,495 shares; 2025Q4: 9,185 shares 9,185 $1.2M 0.04% +6,690 Timeline TEC HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,524 shares; 2025Q3: 10,292 shares; 2025Q4: 42,663 shares 42,663 $1.2M 0.04% +32,371 Timeline FFND NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,294 shares; 2025Q1: 57,887 shares; 2025Q2: 41,708 shares; 2025Q3: 11,585 shares; 2025Q4: 39,965 shares 39,965 $1.2M 0.04% +28,380 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,962 shares; 2024Q4: 20,671 shares; 2025Q1: 3,870 shares; 2025Q2: not reported; 2025Q3: 6,518 shares; 2025Q4: 14,245 shares 14,245 $1.2M 0.04% +7,727 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: not reported; 2025Q1: 17,534 shares; 2025Q2: 56,475 shares; 2025Q3: 7,488 shares; 2025Q4: 17,523 shares 17,523 $1.2M 0.04% +10,035 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,660 shares 38,660 $1.2M 0.04% new 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: 4,487 shares; 2024Q4: 3,329 shares; 2025Q1: 2,066 shares; 2025Q2: 1,648 shares; 2025Q3: 5,734 shares; 2025Q4: 2,622 shares 2,622 $1.19M 0.04% -3,112 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,552 shares 24,552 $1.19M 0.04% new Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,300 shares; 2025Q1: 70,713 shares; 2025Q2: 27,895 shares; 2025Q3: not reported; 2025Q4: 69,011 shares 69,011 $1.18M 0.04% new Timeline FOPC ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,417 shares; 2025Q1: 21,482 shares; 2025Q2: 10,773 shares; 2025Q3: 8,439 shares; 2025Q4: 46,329 shares 46,329 $1.18M 0.04% +37,890 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164,998 shares; 2025Q3: 88,539 shares; 2025Q4: 38,818 shares 38,818 $1.17M 0.04% -49,721 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 3,825 shares; 2025Q1: 2,998 shares; 2025Q2: 1,934 shares; 2025Q3: 2,539 shares; 2025Q4: 7,218 shares 7,218 $1.17M 0.04% +4,679 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,052 shares; 2025Q2: 11,113 shares; 2025Q3: 5,751 shares; 2025Q4: 30,667 shares 30,667 $1.17M 0.04% +24,916 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,037 shares; 2025Q3: not reported; 2025Q4: 30,233 shares 30,233 $1.16M 0.04% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,279 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,239 shares; 2025Q4: 15,547 shares 15,547 $1.16M 0.04% +2,308 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: 35,225 shares; 2024Q4: 16,824 shares; 2025Q1: not reported; 2025Q2: 5,022 shares; 2025Q3: 4,636 shares; 2025Q4: 7,563 shares 7,563 $1.16M 0.04% +2,927 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,373 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,119 shares; 2025Q3: 10,914 shares; 2025Q4: 10,270 shares 10,270 $1.16M 0.04% -644 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 4,950 shares; 2025Q1: 4,909 shares; 2025Q2: 2,572 shares; 2025Q3: 4,464 shares; 2025Q4: 9,101 shares 9,101 $1.16M 0.04% +4,637 Timeline TMFX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,088 shares; 2025Q2: 19,259 shares; 2025Q3: 29,298 shares; 2025Q4: 53,587 shares 53,587 $1.15M 0.04% +24,289 Timeline MFIG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,658 shares 57,658 $1.15M 0.04% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,012 shares; 2025Q4: 16,051 shares 16,051 $1.15M 0.04% -1,961 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,212 shares; 2024Q4: not reported; 2025Q1: 38,088 shares; 2025Q2: 17,970 shares; 2025Q3: 29,461 shares; 2025Q4: 23,054 shares 23,054 $1.15M 0.04% -6,407 Timeline AFSC ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,433 shares; 2025Q2: 106,701 shares; 2025Q3: 24,621 shares; 2025Q4: 37,704 shares 37,704 $1.15M 0.04% +13,083 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 4,033 shares; 2025Q1: 1,668 shares; 2025Q2: 7,971 shares; 2025Q3: 3,219 shares; 2025Q4: 6,168 shares 6,168 $1.14M 0.04% +2,949 Timeline BLTD EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,594 shares; 2025Q3: 21,871 shares; 2025Q4: 44,961 shares 44,961 $1.14M 0.04% +23,090 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: 17,390 shares; 2024Q4: 18,704 shares; 2025Q1: 15,470 shares; 2025Q2: 9,867 shares; 2025Q3: 9,306 shares; 2025Q4: 21,374 shares 21,374 $1.14M 0.04% +12,068 Timeline AFOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,102 shares; 2025Q4: 33,045 shares 33,045 $1.14M 0.04% +24,943 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,876 shares; 2024Q4: 2,400 shares; 2025Q1: 3,447 shares; 2025Q2: 729 shares; 2025Q3: 1,989 shares; 2025Q4: 3,208 shares 3,208 $1.13M 0.04% +1,219 Timeline BAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,974 shares; 2025Q2: 10,530 shares; 2025Q3: 29,652 shares; 2025Q4: 42,741 shares 42,741 $1.13M 0.04% +13,089 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,513 shares; 2025Q3: 12,118 shares; 2025Q4: 29,521 shares 29,521 $1.12M 0.04% +17,403 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 6,851 shares; 2025Q1: 6,188 shares; 2025Q2: not reported; 2025Q3: 7,135 shares; 2025Q4: 26,108 shares 26,108 $1.12M 0.04% +18,973 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,252 shares; 2025Q2: 12,252 shares; 2025Q3: 12,252 shares; 2025Q4: 12,252 shares 12,252 $1.12M 0.04% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 19,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,612 shares 10,612 $1.11M 0.04% new Timeline FINT ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,811 shares; 2025Q1: 43,624 shares; 2025Q2: 14,676 shares; 2025Q3: 10,088 shares; 2025Q4: 35,239 shares 35,239 $1.11M 0.04% +25,151 Timeline ROMO STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,827 shares; 2024Q4: 44,229 shares; 2025Q1: 9,958 shares; 2025Q2: 36,677 shares; 2025Q3: 16,006 shares; 2025Q4: 34,943 shares 34,943 $1.11M 0.04% +18,937 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,744 shares; 2024Q4: 7,944 shares; 2025Q1: 10,926 shares; 2025Q2: 20,579 shares; 2025Q3: 13,993 shares; 2025Q4: 30,954 shares 30,954 $1.11M 0.04% +16,961 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,474 shares; 2024Q4: 4,332 shares; 2025Q1: 53,506 shares; 2025Q2: 161,089 shares; 2025Q3: not reported; 2025Q4: 17,549 shares 17,549 $1.1M 0.04% new Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,547 shares; 2025Q4: 19,838 shares 19,838 $1.1M 0.04% +12,291 Timeline SSXU STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,852 shares 31,852 $1.09M 0.04% new Timeline NIXT 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: 31,377 shares; 2024Q4: 18,764 shares; 2025Q1: 74,240 shares; 2025Q2: 28,001 shares; 2025Q3: 12,984 shares; 2025Q4: 41,231 shares 41,231 $1.09M 0.04% +28,247 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 16,141 shares; 2025Q1: 21,959 shares; 2025Q2: 32,035 shares; 2025Q3: 30,511 shares; 2025Q4: 45,305 shares 45,305 $1.08M 0.04% +14,794 Timeline TIDAL TRUST II 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: 36,353 shares; 2024Q4: 29,653 shares; 2025Q1: 30,273 shares; 2025Q2: not reported; 2025Q3: 27,394 shares; 2025Q4: 57,237 shares 57,237 $1.08M 0.04% +29,843 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: 13,608 shares; 2024Q4: 17,865 shares; 2025Q1: 23,687 shares; 2025Q2: 19,928 shares; 2025Q3: 2,242 shares; 2025Q4: 11,564 shares 11,564 $1.08M 0.04% +9,322 Timeline WANT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: not reported; 2025Q1: 6,738 shares; 2025Q2: 22,238 shares; 2025Q3: 38,947 shares; 2025Q4: 21,553 shares 21,553 $1.08M 0.04% -17,394 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: 50,221 shares; 2024Q4: 14,045 shares; 2025Q1: 6,273 shares; 2025Q2: 4,083 shares; 2025Q3: 3,704 shares; 2025Q4: 7,991 shares 7,991 $1.08M 0.04% +4,287 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,102 shares 5,102 $1.08M 0.04% new Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,459 shares; 2024Q4: 72,013 shares; 2025Q1: 60,623 shares; 2025Q2: not reported; 2025Q3: 22,793 shares; 2025Q4: 13,850 shares 13,850 $1.07M 0.04% -8,943 Timeline KEAT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,506 shares; 2025Q1: 9,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,085 shares 35,085 $1.07M 0.04% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 3,453 shares; 2025Q1: not reported; 2025Q2: 20,392 shares; 2025Q3: 14,617 shares; 2025Q4: 16,784 shares 16,784 $1.07M 0.04% +2,167 Timeline KORU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,600 shares; 2025Q3: 12,144 shares; 2025Q4: 5,856 shares 5,856 $1.06M 0.04% -6,288 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,126 shares; 2024Q4: 17,703 shares; 2025Q1: 14,833 shares; 2025Q2: 4,781 shares; 2025Q3: 6,532 shares; 2025Q4: 13,366 shares 13,366 $1.06M 0.04% +6,834 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,953 shares; 2024Q4: 4,596 shares; 2025Q1: 3,154 shares; 2025Q2: 12,344 shares; 2025Q3: 4,010 shares; 2025Q4: 8,291 shares 8,291 $1.06M 0.04% +4,281 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 5,129 shares; 2025Q1: 15,807 shares; 2025Q2: 7,812 shares; 2025Q3: 10,388 shares; 2025Q4: 13,179 shares 13,179 $1.06M 0.04% +2,791 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,144 shares 20,144 $1.06M 0.04% new Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,699 shares 30,699 $1.05M 0.04% new Timeline RNIN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,824 shares; 2025Q4: 37,971 shares 37,971 $1.05M 0.04% +20,147 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,774 shares; 2025Q3: 12,088 shares; 2025Q4: 28,441 shares 28,441 $1.05M 0.04% +16,353 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,634 shares; 2025Q4: 22,520 shares 22,520 $1.05M 0.04% +12,886 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: 172,757 shares; 2024Q4: 19,911 shares; 2025Q1: 33,957 shares; 2025Q2: 15,313 shares; 2025Q3: 8,245 shares; 2025Q4: 19,287 shares 19,287 $1.04M 0.04% +11,042 Timeline AQEC ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,202 shares 40,202 $1.04M 0.04% new Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,588 shares; 2024Q4: not reported; 2025Q1: 17,970 shares; 2025Q2: not reported; 2025Q3: 15,956 shares; 2025Q4: 31,657 shares 31,657 $1.04M 0.04% +15,701 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,314 shares; 2025Q1: 2,005 shares; 2025Q2: 1,379 shares; 2025Q3: 1,828 shares; 2025Q4: 3,077 shares 3,077 $1.04M 0.04% +1,249 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,596 shares; 2024Q4: not reported; 2025Q1: 57,475 shares; 2025Q2: 37,293 shares; 2025Q3: 27,191 shares; 2025Q4: 35,587 shares 35,587 $1.04M 0.04% +8,396 Timeline BDBT EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,627 shares; 2025Q4: 40,659 shares 40,659 $1.03M 0.04% +9,032 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,762 shares; 2025Q4: 6,032 shares 6,032 $1.03M 0.04% +3,270 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,818 shares; 2024Q4: 9,211 shares; 2025Q1: 21,320 shares; 2025Q2: 15,752 shares; 2025Q3: not reported; 2025Q4: 18,783 shares 18,783 $1.03M 0.04% new 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: not reported; 2024Q4: 22,462 shares; 2025Q1: not reported; 2025Q2: 4,574 shares; 2025Q3: 12,828 shares; 2025Q4: 12,465 shares 12,465 $1.03M 0.03% -363 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,017 shares; 2025Q1: 55,358 shares; 2025Q2: 29,486 shares; 2025Q3: not reported; 2025Q4: 36,130 shares 36,130 $1.02M 0.03% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,240 shares; 2025Q2: 4,083 shares; 2025Q3: not reported; 2025Q4: 9,925 shares 9,925 $1.02M 0.03% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,583 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,972 shares 10,972 $1.01M 0.03% new Timeline SEMG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,621 shares; 2025Q3: 18,787 shares; 2025Q4: 36,911 shares 36,911 $1.01M 0.03% +18,124 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 2,998 shares; 2025Q1: 1,378 shares; 2025Q2: 1,064 shares; 2025Q3: 1,329 shares; 2025Q4: 3,903 shares 3,903 $1.01M 0.03% +2,574 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,535 shares; 2024Q4: 87,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,706 shares; 2025Q4: 31,060 shares 31,060 $1.01M 0.03% +22,354 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: 1,621 shares; 2024Q4: 818 shares; 2025Q1: 3,013 shares; 2025Q2: 575 shares; 2025Q3: 541 shares; 2025Q4: 1,227 shares 1,227 $1.01M 0.03% +686 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,136 shares; 2024Q4: 8,032 shares; 2025Q1: 106,376 shares; 2025Q2: 43,596 shares; 2025Q3: 101,967 shares; 2025Q4: 17,872 shares 17,872 $998K 0.03% -84,095 Timeline LGRO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: not reported; 2025Q1: 24,174 shares; 2025Q2: 27,226 shares; 2025Q3: 37,257 shares; 2025Q4: 24,322 shares 24,322 $997K 0.03% -12,935 Timeline RWJ 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: 10,133 shares; 2024Q4: 9,969 shares; 2025Q1: 24,060 shares; 2025Q2: 18,805 shares; 2025Q3: 4,158 shares; 2025Q4: 20,431 shares 20,431 $995K 0.03% +16,273 Timeline YANG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,027 shares; 2025Q1: 19,366 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,398 shares 39,398 $990K 0.03% new Timeline MKAM 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: 11,181 shares; 2024Q4: 8,279 shares; 2025Q1: not reported; 2025Q2: 12,330 shares; 2025Q3: 10,631 shares; 2025Q4: 32,193 shares 32,193 $990K 0.03% +21,562 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: 185,830 shares; 2024Q4: 12,510 shares; 2025Q1: 4,448 shares; 2025Q2: 5,747 shares; 2025Q3: 24,133 shares; 2025Q4: 11,738 shares 11,738 $988K 0.03% -12,395 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,556 shares; 2024Q4: 129,142 shares; 2025Q1: 24,931 shares; 2025Q2: not reported; 2025Q3: 7,271 shares; 2025Q4: 33,948 shares 33,948 $983K 0.03% +26,677 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: not reported; 2024Q4: 1,841 shares; 2025Q1: 12,771 shares; 2025Q2: 36,508 shares; 2025Q3: not reported; 2025Q4: 7,630 shares 7,630 $983K 0.03% new Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,563 shares; 2024Q4: 36,545 shares; 2025Q1: 21,157 shares; 2025Q2: 28,960 shares; 2025Q3: 11,208 shares; 2025Q4: 11,915 shares 11,915 $981K 0.03% +707 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,985 shares 24,985 $981K 0.03% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 7,728 shares; 2025Q1: 23,421 shares; 2025Q2: 41,627 shares; 2025Q3: 4,729 shares; 2025Q4: 20,538 shares 20,538 $980K 0.03% +15,809 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,406 shares; 2024Q4: 57,534 shares; 2025Q1: 31,932 shares; 2025Q2: 38,853 shares; 2025Q3: 21,581 shares; 2025Q4: 25,394 shares 25,394 $980K 0.03% +3,813 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 1,046 shares; 2025Q1: 1,140 shares; 2025Q2: 594 shares; 2025Q3: 986 shares; 2025Q4: 1,916 shares 1,916 $979K 0.03% +930 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,626 shares 51,626 $978K 0.03% new Timeline JPSE 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: 19,144 shares; 2024Q4: 19,144 shares; 2025Q1: 18,972 shares; 2025Q2: 18,972 shares; 2025Q3: 19,122 shares; 2025Q4: 19,272 shares 19,272 $965K 0.03% +150 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: 11,236 shares; 2024Q4: 1,514 shares; 2025Q1: 1,106 shares; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 2,036 shares 2,036 $956K 0.03% -1,578 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,094 shares; 2025Q2: 44,843 shares; 2025Q3: 32,150 shares; 2025Q4: 37,598 shares 37,598 $952K 0.03% +5,448 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,197 shares; 2025Q1: not reported; 2025Q2: 7,699 shares; 2025Q3: not reported; 2025Q4: 7,544 shares 7,544 $950K 0.03% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,461 shares; 2024Q4: not reported; 2025Q1: 59,262 shares; 2025Q2: 43,967 shares; 2025Q3: 39,325 shares; 2025Q4: 58,833 shares 58,833 $945K 0.03% +19,508 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,335 shares; 2025Q3: 11,481 shares; 2025Q4: 35,188 shares 35,188 $945K 0.03% +23,707 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: not reported; 2025Q1: 23,061 shares; 2025Q2: 1,485 shares; 2025Q3: 6,438 shares; 2025Q4: 4,144 shares 4,144 $937K 0.03% -2,294 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,055 shares; 2024Q4: 1,344 shares; 2025Q1: 3,638 shares; 2025Q2: 1,621 shares; 2025Q3: 8,386 shares; 2025Q4: 4,131 shares 4,131 $936K 0.03% -4,255 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,199 shares; 2025Q3: 16,962 shares; 2025Q4: 32,226 shares 32,226 $935K 0.03% +15,264 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,589 shares; 2025Q2: 23,271 shares; 2025Q3: 22,883 shares; 2025Q4: 25,339 shares 25,339 $932K 0.03% +2,456 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: 381,891 shares; 2024Q4: 3,242 shares; 2025Q1: 17,037 shares; 2025Q2: 7,199 shares; 2025Q3: 24,847 shares; 2025Q4: 15,905 shares 15,905 $929K 0.03% -8,942 Timeline SIXS EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,468 shares; 2024Q4: 17,357 shares; 2025Q1: not reported; 2025Q2: 45,193 shares; 2025Q3: not reported; 2025Q4: 18,166 shares 18,166 $922K 0.03% new Timeline LOPP GABELLI ETFS TRUST More: the full row for GABELLI ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 21,532 shares; 2025Q1: 44,052 shares; 2025Q2: 10,605 shares; 2025Q3: 10,315 shares; 2025Q4: 27,874 shares 27,874 $921K 0.03% +17,559 Timeline AEMS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,796 shares 88,796 $921K 0.03% new Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,862 shares; 2025Q1: 11,890 shares; 2025Q2: 10,489 shares; 2025Q3: 26,329 shares; 2025Q4: 62,323 shares 62,323 $917K 0.03% +35,994 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 19,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,357 shares 11,357 $917K 0.03% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,063 shares; 2024Q4: 12,933 shares; 2025Q1: 31,155 shares; 2025Q2: not reported; 2025Q3: 69,061 shares; 2025Q4: 88,145 shares 88,145 $917K 0.03% +19,084 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,391 shares; 2025Q1: 8,893 shares; 2025Q2: not reported; 2025Q3: 19,759 shares; 2025Q4: 19,763 shares 19,763 $917K 0.03% +4 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,658 shares; 2024Q4: 37,317 shares; 2025Q1: not reported; 2025Q2: 15,246 shares; 2025Q3: not reported; 2025Q4: 41,599 shares 41,599 $916K 0.03% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,303 shares 18,303 $913K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 1,035 shares 1,035 $910K 0.03% +510 Timeline DTAN 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: 48,057 shares; 2024Q4: 25,644 shares; 2025Q1: 12,300 shares; 2025Q2: 15,628 shares; 2025Q3: not reported; 2025Q4: 29,002 shares 29,002 $907K 0.03% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,521 shares; 2025Q4: 9,846 shares 9,846 $905K 0.03% +2,325 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: 17,357 shares; 2024Q4: 9,670 shares; 2025Q1: 32,531 shares; 2025Q2: 17,530 shares; 2025Q3: 14,768 shares; 2025Q4: 10,347 shares 10,347 $902K 0.03% -4,421 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,274 shares; 2025Q1: 9,639 shares; 2025Q2: 18,082 shares; 2025Q3: 7,801 shares; 2025Q4: 19,629 shares 19,629 $902K 0.03% +11,828 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: 3,438 shares; 2024Q4: 2,577 shares; 2025Q1: not reported; 2025Q2: 11,353 shares; 2025Q3: 8,217 shares; 2025Q4: 8,756 shares 8,756 $901K 0.03% +539 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: not reported; 2024Q4: 1,308 shares; 2025Q1: 3,792 shares; 2025Q2: 1,181 shares; 2025Q3: 7,501 shares; 2025Q4: 4,788 shares 4,788 $900K 0.03% -2,713 Timeline LABD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,513 shares 42,513 $895K 0.03% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,399 shares; 2025Q3: 32,094 shares; 2025Q4: 25,353 shares 25,353 $895K 0.03% -6,741 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 1,875 shares; 2025Q1: 1,989 shares; 2025Q2: 926 shares; 2025Q3: 1,087 shares; 2025Q4: 2,552 shares 2,552 $895K 0.03% +1,465 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 1,592 shares; 2025Q1: 7,963 shares; 2025Q2: not reported; 2025Q3: 1,085 shares; 2025Q4: 2,533 shares 2,533 $894K 0.03% +1,448 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,458 shares; 2024Q4: 6,959 shares; 2025Q1: 14,668 shares; 2025Q2: 20,798 shares; 2025Q3: 11,292 shares; 2025Q4: 17,523 shares 17,523 $890K 0.03% +6,231 Timeline LSEQ HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,689 shares; 2024Q4: 19,791 shares; 2025Q1: 7,908 shares; 2025Q2: 14,992 shares; 2025Q3: 26,262 shares; 2025Q4: 32,208 shares 32,208 $888K 0.03% +5,946 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,818 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: 2,705 shares 2,705 $888K 0.03% +340 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,787 shares 14,787 $887K 0.03% new Timeline NMBL TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,320 shares 44,320 $878K 0.03% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,768 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,553 shares; 2025Q3: not reported; 2025Q4: 8,178 shares 8,178 $878K 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 609 shares; 2025Q1: 594 shares; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 1,789 shares 1,789 $877K 0.03% +1,136 Timeline MJSC RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,655 shares; 2025Q4: 17,578 shares 17,578 $877K 0.03% +6,923 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,175 shares; 2025Q2: 26,717 shares; 2025Q3: 4,572 shares; 2025Q4: 19,655 shares 19,655 $874K 0.03% +15,083 Timeline