USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,330,402 shares 8,330,402 $419M 4.74% new 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: 643,723 shares; 2024Q4: 679,931 shares; 2025Q1: 676,201 shares; 2025Q2: 692,369 shares; 2025Q3: 711,837 shares; 2025Q4: 788,473 shares 788,473 $381M 4.31% +76,636 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: 1,072,165 shares; 2024Q4: 1,135,029 shares; 2025Q1: 1,075,459 shares; 2025Q2: 1,108,491 shares; 2025Q3: 1,167,152 shares; 2025Q4: 1,343,979 shares 1,343,979 $365M 4.13% +176,827 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: 595,999 shares; 2024Q4: 672,393 shares; 2025Q1: 1,125,020 shares; 2025Q2: 1,126,883 shares; 2025Q3: 1,169,815 shares; 2025Q4: 1,490,872 shares 1,490,872 $278M 3.14% +321,057 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: 689,938 shares; 2024Q4: 732,060 shares; 2025Q1: 747,386 shares; 2025Q2: 756,149 shares; 2025Q3: 793,916 shares; 2025Q4: 887,209 shares 887,209 $278M 3.14% +93,293 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: 403,341 shares; 2024Q4: 428,637 shares; 2025Q1: 370,388 shares; 2025Q2: 426,127 shares; 2025Q3: 394,708 shares; 2025Q4: 469,277 shares 469,277 $162M 1.84% +74,569 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: 191,853 shares; 2024Q4: 191,411 shares; 2025Q1: 187,125 shares; 2025Q2: 185,255 shares; 2025Q3: 199,452 shares; 2025Q4: 231,168 shares 231,168 $158M 1.78% +31,716 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: 295,427 shares; 2024Q4: 314,705 shares; 2025Q1: 539,283 shares; 2025Q2: 537,178 shares; 2025Q3: 539,721 shares; 2025Q4: 673,125 shares 673,125 $155M 1.76% +133,404 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: 374,653 shares; 2024Q4: 406,308 shares; 2025Q1: 422,408 shares; 2025Q2: 438,509 shares; 2025Q3: 450,230 shares; 2025Q4: 480,501 shares 480,501 $155M 1.75% +30,271 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: 190,805 shares; 2024Q4: 201,274 shares; 2025Q1: 210,275 shares; 2025Q2: 199,456 shares; 2025Q3: 209,498 shares; 2025Q4: 231,939 shares 231,939 $153M 1.73% +22,441 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 32,293 shares; 2025Q1: 46,812 shares; 2025Q2: 45,450 shares; 2025Q3: 53,814 shares; 2025Q4: 217,086 shares 217,086 $136M 1.54% +163,272 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: 115,541 shares; 2024Q4: 124,024 shares; 2025Q1: 114,238 shares; 2025Q2: 116,135 shares; 2025Q3: 115,089 shares; 2025Q4: 271,051 shares 271,051 $128M 1.45% +155,962 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,713 shares; 2024Q4: 81,408 shares; 2025Q1: 166,240 shares; 2025Q2: 175,456 shares; 2025Q3: 195,868 shares; 2025Q4: 1,974,566 shares 1,974,566 $116M 1.31% +1,778,698 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: 657,331 shares; 2024Q4: 644,685 shares; 2025Q1: 545,261 shares; 2025Q2: 682,407 shares; 2025Q3: 676,733 shares; 2025Q4: 714,702 shares 714,702 $110M 1.24% +37,969 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: 815,590 shares; 2024Q4: 860,011 shares; 2025Q1: 896,427 shares; 2025Q2: 954,894 shares; 2025Q3: 982,921 shares; 2025Q4: 1,020,887 shares 1,020,887 $95.1M 1.08% +37,966 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: 188,702 shares; 2024Q4: 203,124 shares; 2025Q1: 212,552 shares; 2025Q2: 229,158 shares; 2025Q3: 304,522 shares; 2025Q4: 397,677 shares 397,677 $90.9M 1.03% +93,155 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: 374,574 shares; 2024Q4: 404,817 shares; 2025Q1: 432,241 shares; 2025Q2: 602,406 shares; 2025Q3: 619,690 shares; 2025Q4: 646,470 shares 646,470 $79.3M 0.9% +26,780 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: 422,376 shares; 2025Q1: 429,235 shares; 2025Q2: 440,727 shares; 2025Q3: 440,001 shares; 2025Q4: 452,879 shares 452,879 $77.5M 0.88% +12,878 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: 162,615 shares; 2024Q4: 170,716 shares; 2025Q1: 169,340 shares; 2025Q2: 177,631 shares; 2025Q3: 178,251 shares; 2025Q4: 217,796 shares 217,796 $76.4M 0.86% +39,545 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011,253 shares 1,011,253 $76.1M 0.86% new 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: 93,192 shares; 2024Q4: 97,210 shares; 2025Q1: 103,552 shares; 2025Q2: 119,670 shares; 2025Q3: 122,054 shares; 2025Q4: 224,567 shares 224,567 $75.3M 0.85% +102,513 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,353 shares; 2024Q4: 20,270 shares; 2025Q1: 19,814 shares; 2025Q2: 20,566 shares; 2025Q3: 20,348 shares; 2025Q4: 21,637 shares 21,637 $73.4M 0.83% +1,289 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: 159,455 shares; 2024Q4: 170,505 shares; 2025Q1: 180,119 shares; 2025Q2: 193,821 shares; 2025Q3: 197,401 shares; 2025Q4: 210,513 shares 210,513 $72.4M 0.82% +13,112 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,250 shares; 2024Q4: 424,648 shares; 2025Q1: 431,838 shares; 2025Q2: 465,916 shares; 2025Q3: 486,464 shares; 2025Q4: 505,339 shares 505,339 $69.7M 0.79% +18,875 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: 74,296 shares; 2024Q4: 80,399 shares; 2025Q1: 68,705 shares; 2025Q2: 67,370 shares; 2025Q3: 57,388 shares; 2025Q4: 63,775 shares 63,775 $68.5M 0.77% +6,387 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,491 shares; 2024Q4: 182,836 shares; 2025Q1: 209,663 shares; 2025Q2: 234,896 shares; 2025Q3: 246,295 shares; 2025Q4: 1,096,874 shares 1,096,874 $68.5M 0.77% +850,579 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: 72,864 shares; 2024Q4: 78,121 shares; 2025Q1: 77,369 shares; 2025Q2: 54,302 shares; 2025Q3: 54,193 shares; 2025Q4: 55,323 shares 55,323 $67.2M 0.76% +1,130 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647,371 shares; 2024Q4: 1,837,821 shares; 2025Q1: 1,911,085 shares; 2025Q2: 2,042,152 shares; 2025Q3: 2,125,640 shares; 2025Q4: 2,183,602 shares 2,183,602 $63.8M 0.72% +57,962 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: 210,974 shares; 2024Q4: 214,325 shares; 2025Q1: 209,788 shares; 2025Q2: 205,890 shares; 2025Q3: 223,603 shares; 2025Q4: 240,112 shares 240,112 $63.6M 0.72% +16,509 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: 96,937 shares; 2024Q4: 100,155 shares; 2025Q1: 101,017 shares; 2025Q2: 106,332 shares; 2025Q3: 97,591 shares; 2025Q4: 108,111 shares 108,111 $61.7M 0.7% +10,520 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: 161,323 shares; 2024Q4: 173,277 shares; 2025Q1: 181,711 shares; 2025Q2: 191,453 shares; 2025Q3: 198,269 shares; 2025Q4: 207,768 shares 207,768 $61.5M 0.7% +9,499 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,700 shares; 2024Q4: 450,139 shares; 2025Q1: 502,900 shares; 2025Q2: 781,548 shares; 2025Q3: 909,803 shares; 2025Q4: 924,615 shares 924,615 $57.3M 0.65% +14,812 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,130 shares; 2024Q4: 461,587 shares; 2025Q1: 576,564 shares; 2025Q2: 610,847 shares; 2025Q3: 621,134 shares; 2025Q4: 652,686 shares 652,686 $56.8M 0.64% +31,552 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,305 shares; 2024Q4: 377,238 shares; 2025Q1: 305,598 shares; 2025Q2: 329,205 shares; 2025Q3: 338,167 shares; 2025Q4: 349,327 shares 349,327 $56.4M 0.64% +11,160 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: 50,075 shares; 2024Q4: 63,947 shares; 2025Q1: 49,179 shares; 2025Q2: 43,302 shares; 2025Q3: 41,011 shares; 2025Q4: 291,902 shares 291,902 $55.9M 0.63% +250,891 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,452 shares; 2024Q4: 464,849 shares; 2025Q1: 570,735 shares; 2025Q2: 613,066 shares; 2025Q3: 627,289 shares; 2025Q4: 641,793 shares 641,793 $55.8M 0.63% +14,504 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,543 shares; 2024Q4: 478,519 shares; 2025Q1: 509,912 shares; 2025Q2: 547,058 shares; 2025Q3: 562,886 shares; 2025Q4: 560,132 shares 560,132 $54.8M 0.62% -2,754 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,028 shares; 2025Q2: 296,356 shares; 2025Q3: 334,959 shares; 2025Q4: 338,101 shares 338,101 $53.8M 0.61% +3,142 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: 187,554 shares; 2024Q4: 203,057 shares; 2025Q1: 218,332 shares; 2025Q2: 228,648 shares; 2025Q3: 235,947 shares; 2025Q4: 259,718 shares 259,718 $53.7M 0.61% +23,771 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: 517,790 shares; 2024Q4: 571,311 shares; 2025Q1: 483,600 shares; 2025Q2: 491,692 shares; 2025Q3: 492,597 shares; 2025Q4: 547,451 shares 547,451 $52.6M 0.59% +54,854 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: 99,402 shares; 2024Q4: 94,282 shares; 2025Q1: 88,620 shares; 2025Q2: 89,883 shares; 2025Q3: 87,469 shares; 2025Q4: 161,947 shares 161,947 $50.8M 0.57% +74,478 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: 291,118 shares; 2024Q4: 283,056 shares; 2025Q1: 275,306 shares; 2025Q2: 260,596 shares; 2025Q3: 254,429 shares; 2025Q4: 252,746 shares 252,746 $48.3M 0.55% -1,683 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,136 shares; 2024Q4: 202,170 shares; 2025Q1: 221,943 shares; 2025Q2: 237,232 shares; 2025Q3: 243,382 shares; 2025Q4: 250,334 shares 250,334 $47.9M 0.54% +6,952 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: 49,648 shares; 2024Q4: 50,836 shares; 2025Q1: 182,549 shares; 2025Q2: 186,648 shares; 2025Q3: 264,128 shares; 2025Q4: 279,271 shares 279,271 $47.8M 0.54% +15,143 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: 73,083 shares; 2024Q4: 82,196 shares; 2025Q1: 115,818 shares; 2025Q2: 130,899 shares; 2025Q3: 134,917 shares; 2025Q4: 142,438 shares 142,438 $46.6M 0.53% +7,521 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,470 shares; 2024Q4: 859,707 shares; 2025Q1: 897,009 shares; 2025Q2: 956,991 shares; 2025Q3: 986,242 shares; 2025Q4: 1,000,612 shares 1,000,612 $44.4M 0.5% +14,370 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,959 shares; 2024Q4: 162,600 shares; 2025Q1: 143,994 shares; 2025Q2: 154,074 shares; 2025Q3: 156,184 shares; 2025Q4: 152,857 shares 152,857 $44.4M 0.5% -3,327 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: 131,586 shares; 2024Q4: 124,621 shares; 2025Q1: 118,450 shares; 2025Q2: 122,969 shares; 2025Q3: 123,913 shares; 2025Q4: 122,796 shares 122,796 $44.2M 0.5% -1,117 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: 30,581 shares; 2024Q4: 119,859 shares; 2025Q1: 39,504 shares; 2025Q2: 119,407 shares; 2025Q3: 209,831 shares; 2025Q4: 223,454 shares 223,454 $43.6M 0.49% +13,623 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,259,422 shares 1,259,422 $43.3M 0.49% new 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: 191,256 shares; 2024Q4: 191,273 shares; 2025Q1: 184,312 shares; 2025Q2: 200,451 shares; 2025Q3: 208,401 shares; 2025Q4: 216,539 shares 216,539 $40.2M 0.45% +8,138 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,624 shares; 2024Q4: 46,946 shares; 2025Q1: 49,506 shares; 2025Q2: 51,845 shares; 2025Q3: 57,832 shares; 2025Q4: 81,690 shares 81,690 $39.5M 0.45% +23,858 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,802 shares; 2024Q4: 146,627 shares; 2025Q1: 238,735 shares; 2025Q2: 253,923 shares; 2025Q3: 356,650 shares; 2025Q4: 363,316 shares 363,316 $38.2M 0.43% +6,666 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,496 shares; 2024Q4: 1,095,712 shares; 2025Q1: 1,010,446 shares; 2025Q2: 954,198 shares; 2025Q3: 843,376 shares; 2025Q4: 843,749 shares 843,749 $36.8M 0.42% +373 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,844 shares; 2024Q4: 888,762 shares; 2025Q1: 943,757 shares; 2025Q2: 1,011,505 shares; 2025Q3: 1,042,659 shares; 2025Q4: 1,065,820 shares 1,065,820 $36.1M 0.41% +23,161 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: 45,318 shares; 2024Q4: 46,400 shares; 2025Q1: 51,763 shares; 2025Q2: 54,065 shares; 2025Q3: 57,527 shares; 2025Q4: 79,372 shares 79,372 $35.7M 0.4% +21,845 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: 504,863 shares; 2024Q4: 515,312 shares; 2025Q1: 465,809 shares; 2025Q2: 449,840 shares; 2025Q3: 342,114 shares; 2025Q4: 383,590 shares 383,590 $34.3M 0.39% +41,476 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: 35,633 shares; 2024Q4: 40,370 shares; 2025Q1: 41,046 shares; 2025Q2: 43,169 shares; 2025Q3: 44,383 shares; 2025Q4: 67,176 shares 67,176 $33.8M 0.38% +22,793 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 1,889,316 shares 1,889,316 $33.5M 0.38% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,705 shares; 2024Q4: 381,206 shares; 2025Q1: 378,524 shares; 2025Q2: 401,591 shares; 2025Q3: 400,165 shares; 2025Q4: 410,696 shares 410,696 $32.6M 0.37% +10,531 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,406 shares; 2024Q4: 137,322 shares; 2025Q1: 120,326 shares; 2025Q2: 117,804 shares; 2025Q3: 116,924 shares; 2025Q4: 124,586 shares 124,586 $32.1M 0.36% +7,662 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: 246,441 shares; 2024Q4: 272,029 shares; 2025Q1: 289,697 shares; 2025Q2: 362,155 shares; 2025Q3: 370,461 shares; 2025Q4: 449,619 shares 449,619 $31.4M 0.36% +79,158 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: 152,959 shares; 2024Q4: 158,915 shares; 2025Q1: 110,033 shares; 2025Q2: 112,527 shares; 2025Q3: 113,028 shares; 2025Q4: 122,162 shares 122,162 $31.4M 0.35% +9,134 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,726 shares; 2024Q4: 167,562 shares; 2025Q1: 233,907 shares; 2025Q2: 246,991 shares; 2025Q3: 295,988 shares; 2025Q4: 314,163 shares 314,163 $31.4M 0.35% +18,175 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162,451 shares; 2024Q4: 1,200,087 shares; 2025Q1: 1,140,732 shares; 2025Q2: 1,044,514 shares; 2025Q3: 699,202 shares; 2025Q4: 688,496 shares 688,496 $31.3M 0.35% -10,706 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,279 shares; 2024Q4: 152,663 shares; 2025Q1: 135,238 shares; 2025Q2: 245,498 shares; 2025Q3: 334,333 shares; 2025Q4: 333,160 shares 333,160 $29.8M 0.34% -1,173 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,702 shares; 2024Q4: 58,520 shares; 2025Q1: 81,725 shares; 2025Q2: 83,232 shares; 2025Q3: 81,464 shares; 2025Q4: 93,582 shares 93,582 $29.5M 0.33% +12,118 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: 20,109 shares; 2024Q4: 21,721 shares; 2025Q1: 21,262 shares; 2025Q2: 20,661 shares; 2025Q3: 21,289 shares; 2025Q4: 33,932 shares 33,932 $29.3M 0.33% +12,643 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,735 shares; 2024Q4: 226,860 shares; 2025Q1: 234,338 shares; 2025Q2: 370,005 shares; 2025Q3: 381,368 shares; 2025Q4: 377,705 shares 377,705 $29.2M 0.33% -3,663 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: 92,185 shares; 2024Q4: 107,764 shares; 2025Q1: 115,440 shares; 2025Q2: 120,412 shares; 2025Q3: 115,097 shares; 2025Q4: 121,919 shares 121,919 $28.2M 0.32% +6,822 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: 12,717 shares; 2024Q4: 14,647 shares; 2025Q1: 14,164 shares; 2025Q2: 20,028 shares; 2025Q3: 34,737 shares; 2025Q4: 40,480 shares 40,480 $27.7M 0.31% +5,743 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: 54,008 shares; 2024Q4: 54,959 shares; 2025Q1: 67,962 shares; 2025Q2: 76,617 shares; 2025Q3: 83,827 shares; 2025Q4: 89,746 shares 89,746 $27.3M 0.31% +5,919 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: 14,190 shares; 2024Q4: 14,061 shares; 2025Q1: 13,146 shares; 2025Q2: 14,079 shares; 2025Q3: 96,447 shares; 2025Q4: 101,361 shares 101,361 $27.2M 0.31% +4,914 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,571 shares; 2024Q4: 55,671 shares; 2025Q1: 76,274 shares; 2025Q2: 73,216 shares; 2025Q3: 68,310 shares; 2025Q4: 136,107 shares 136,107 $27M 0.31% +67,797 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,399 shares; 2024Q4: 126,437 shares; 2025Q1: 159,293 shares; 2025Q2: 217,094 shares; 2025Q3: 267,453 shares; 2025Q4: 543,422 shares 543,422 $27M 0.3% +275,969 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,771 shares; 2025Q2: 424,089 shares; 2025Q3: 463,479 shares; 2025Q4: 481,078 shares 481,078 $26M 0.29% +17,599 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,067 shares; 2025Q3: 316,754 shares; 2025Q4: 330,196 shares 330,196 $25.7M 0.29% +13,442 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,053 shares; 2024Q4: 430,341 shares; 2025Q1: 426,865 shares; 2025Q2: 438,874 shares; 2025Q3: 449,846 shares; 2025Q4: 473,383 shares 473,383 $25.4M 0.29% +23,537 Timeline JPIE 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: 302,160 shares; 2024Q4: 307,759 shares; 2025Q1: 299,453 shares; 2025Q2: 512,098 shares; 2025Q3: 531,112 shares; 2025Q4: 534,415 shares 534,415 $24.7M 0.28% +3,303 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,712 shares; 2024Q4: 138,019 shares; 2025Q1: 105,898 shares; 2025Q2: 106,093 shares; 2025Q3: 102,840 shares; 2025Q4: 109,754 shares 109,754 $24.1M 0.27% +6,914 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,939 shares; 2024Q4: 166,588 shares; 2025Q1: 167,186 shares; 2025Q2: 175,680 shares; 2025Q3: 167,995 shares; 2025Q4: 359,696 shares 359,696 $23.7M 0.27% +191,701 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: 126,447 shares; 2024Q4: 125,325 shares; 2025Q1: 134,366 shares; 2025Q2: 93,001 shares; 2025Q3: 92,715 shares; 2025Q4: 96,856 shares 96,856 $23.4M 0.26% +4,141 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: 8,865 shares; 2024Q4: 10,330 shares; 2025Q1: 10,478 shares; 2025Q2: 11,209 shares; 2025Q3: 13,943 shares; 2025Q4: 24,350 shares 24,350 $21.4M 0.24% +10,407 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: 207,460 shares; 2024Q4: 347,240 shares; 2025Q1: 367,071 shares; 2025Q2: 220,159 shares; 2025Q3: 193,912 shares; 2025Q4: 258,174 shares 258,174 $21.1M 0.24% +64,262 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: 13,437 shares; 2024Q4: 17,439 shares; 2025Q1: 18,086 shares; 2025Q2: 21,604 shares; 2025Q3: 25,045 shares; 2025Q4: 34,261 shares 34,261 $21M 0.24% +9,216 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,059,507 shares; 2025Q1: 2,133,721 shares; 2025Q2: 2,246,518 shares; 2025Q3: 2,367,603 shares; 2025Q4: 2,403,115 shares 2,403,115 $21M 0.24% +35,512 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: 89,814 shares; 2024Q4: 92,111 shares; 2025Q1: 91,171 shares; 2025Q2: 93,951 shares; 2025Q3: 55,356 shares; 2025Q4: 57,660 shares 57,660 $20.2M 0.23% +2,304 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: 144,947 shares; 2024Q4: 152,191 shares; 2025Q1: 162,332 shares; 2025Q2: 148,161 shares; 2025Q3: 150,307 shares; 2025Q4: 180,521 shares 180,521 $20.1M 0.23% +30,214 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 583,110 shares 583,110 $20.1M 0.23% new 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: 16,845 shares; 2024Q4: 17,438 shares; 2025Q1: 16,816 shares; 2025Q2: 15,585 shares; 2025Q3: 15,234 shares; 2025Q4: 212,701 shares 212,701 $19.9M 0.23% +197,467 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,754 shares; 2024Q4: 184,508 shares; 2025Q1: 249,470 shares; 2025Q2: 283,046 shares; 2025Q3: 271,150 shares; 2025Q4: 251,803 shares 251,803 $19.8M 0.22% -19,347 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,414 shares; 2024Q4: 28,560 shares; 2025Q1: 29,178 shares; 2025Q2: 38,262 shares; 2025Q3: 38,856 shares; 2025Q4: 39,090 shares 39,090 $19.1M 0.22% +234 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,522 shares; 2024Q4: 99,038 shares; 2025Q1: 237,180 shares; 2025Q2: 240,881 shares; 2025Q3: 278,211 shares; 2025Q4: 280,793 shares 280,793 $18.9M 0.21% +2,582 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: 25,610 shares; 2024Q4: 87,541 shares; 2025Q1: 49,692 shares; 2025Q2: 48,770 shares; 2025Q3: 48,234 shares; 2025Q4: 88,296 shares 88,296 $18.6M 0.21% +40,062 Timeline QNST QUINSTREET INC More: the full row for QUINSTREET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556,223 shares; 2024Q4: 2,472,073 shares; 2025Q1: 2,214,713 shares; 2025Q2: 1,903,635 shares; 2025Q3: 1,401,542 shares; 2025Q4: 1,207,694 shares 1,207,694 $17.4M 0.2% -193,848 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: 84,185 shares; 2024Q4: 87,811 shares; 2025Q1: 80,448 shares; 2025Q2: 82,038 shares; 2025Q3: 92,160 shares; 2025Q4: 106,932 shares 106,932 $16.4M 0.19% +14,772 Timeline WCMI 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: 535,328 shares; 2025Q3: 988,922 shares; 2025Q4: 961,500 shares 961,500 $16.4M 0.18% -27,422 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: 910 shares; 2024Q4: 1,123 shares; 2025Q1: 919 shares; 2025Q2: 995 shares; 2025Q3: 16,932 shares; 2025Q4: 17,896 shares 17,896 $16.2M 0.18% +964 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS 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: 289,289 shares 289,289 $15.8M 0.18% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,490 shares; 2024Q4: 17,408 shares; 2025Q1: 17,445 shares; 2025Q2: 17,142 shares; 2025Q3: 17,490 shares; 2025Q4: 27,585 shares 27,585 $15.6M 0.18% +10,095 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: 29,816 shares; 2024Q4: 65,951 shares; 2025Q1: 66,413 shares; 2025Q2: 62,332 shares; 2025Q3: 83,573 shares; 2025Q4: 84,651 shares 84,651 $15.6M 0.18% +1,078 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,742 shares; 2024Q4: 334,720 shares; 2025Q1: 315,055 shares; 2025Q2: 190,715 shares; 2025Q3: 190,400 shares; 2025Q4: 125,338 shares 125,338 $15.1M 0.17% -65,062 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,330 shares; 2024Q4: 135,252 shares; 2025Q1: 126,868 shares; 2025Q2: 74,479 shares; 2025Q3: 179,575 shares; 2025Q4: 201,160 shares 201,160 $14.8M 0.17% +21,585 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: 13,371 shares; 2024Q4: 9,971 shares; 2025Q1: 10,436 shares; 2025Q2: 11,995 shares; 2025Q3: 12,507 shares; 2025Q4: 13,739 shares 13,739 $14.7M 0.17% +1,232 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 7,154 shares; 2025Q1: 8,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399,681 shares 399,681 $14.6M 0.17% new 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: 24,631 shares; 2024Q4: 26,102 shares; 2025Q1: 25,422 shares; 2025Q2: 24,751 shares; 2025Q3: 25,939 shares; 2025Q4: 39,558 shares 39,558 $14.6M 0.17% +13,619 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,137 shares; 2024Q4: 476,408 shares; 2025Q1: 500,506 shares; 2025Q2: 543,906 shares; 2025Q3: 585,922 shares; 2025Q4: 624,223 shares 624,223 $14.6M 0.16% +38,301 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: 431,931 shares; 2024Q4: 428,364 shares; 2025Q1: 424,059 shares; 2025Q2: 184,176 shares; 2025Q3: 181,036 shares; 2025Q4: 172,561 shares 172,561 $14.5M 0.16% -8,475 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943,048 shares; 2025Q3: 1,337,850 shares; 2025Q4: 1,141,551 shares 1,141,551 $14.4M 0.16% -196,299 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212,025 shares; 2025Q3: 1,618,316 shares; 2025Q4: 1,397,118 shares 1,397,118 $14.1M 0.16% -221,198 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,482 shares; 2024Q4: 87,992 shares; 2025Q1: 122,788 shares; 2025Q2: 340,744 shares; 2025Q3: 453,468 shares; 2025Q4: 274,500 shares 274,500 $13.6M 0.15% -178,968 Timeline VCLT 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: 255,413 shares; 2024Q4: 308,935 shares; 2025Q1: 315,226 shares; 2025Q2: 187,172 shares; 2025Q3: 183,217 shares; 2025Q4: 178,533 shares 178,533 $13.5M 0.15% -4,684 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,843 shares; 2024Q4: 23,054 shares; 2025Q1: 72,990 shares; 2025Q2: 83,434 shares; 2025Q3: 92,733 shares; 2025Q4: 181,182 shares 181,182 $13.4M 0.15% +88,449 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: 132,706 shares; 2024Q4: 118,886 shares; 2025Q1: 119,483 shares; 2025Q2: 124,197 shares; 2025Q3: 134,767 shares; 2025Q4: 171,323 shares 171,323 $13.2M 0.15% +36,556 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: 56,124 shares; 2024Q4: 57,277 shares; 2025Q1: 61,601 shares; 2025Q2: 75,724 shares; 2025Q3: 81,600 shares; 2025Q4: 85,754 shares 85,754 $13.1M 0.15% +4,154 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514,074 shares; 2024Q4: 2,343,360 shares; 2025Q1: 2,125,287 shares; 2025Q2: 1,729,426 shares; 2025Q3: 1,256,200 shares; 2025Q4: 953,198 shares 953,198 $13M 0.15% -303,002 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: 96,557 shares; 2024Q4: 108,212 shares; 2025Q1: 116,060 shares; 2025Q2: 108,557 shares; 2025Q3: 178,085 shares; 2025Q4: 236,388 shares 236,388 $13M 0.15% +58,303 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: 65,411 shares; 2024Q4: 71,843 shares; 2025Q1: 70,218 shares; 2025Q2: 71,952 shares; 2025Q3: 75,019 shares; 2025Q4: 89,876 shares 89,876 $12.9M 0.15% +14,857 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: 156,408 shares; 2024Q4: 178,465 shares; 2025Q1: 101,109 shares; 2025Q2: 100,170 shares; 2025Q3: 96,615 shares; 2025Q4: 89,996 shares 89,996 $12.7M 0.14% -6,619 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,737 shares; 2024Q4: 129,891 shares; 2025Q1: 211,911 shares; 2025Q2: 251,607 shares; 2025Q3: 247,267 shares; 2025Q4: 248,279 shares 248,279 $12.6M 0.14% +1,012 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,036 shares; 2024Q4: 20,237 shares; 2025Q1: 104,929 shares; 2025Q2: 96,713 shares; 2025Q3: 151,437 shares; 2025Q4: 153,998 shares 153,998 $12.5M 0.14% +2,561 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: 4,598 shares; 2024Q4: 4,286 shares; 2025Q1: 4,188 shares; 2025Q2: 4,512 shares; 2025Q3: 6,601 shares; 2025Q4: 26,441 shares 26,441 $12.4M 0.14% +19,840 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: 99,841 shares; 2024Q4: 63,801 shares; 2025Q1: 73,603 shares; 2025Q2: 77,596 shares; 2025Q3: 79,299 shares; 2025Q4: 100,818 shares 100,818 $12.1M 0.14% +21,519 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: 10,934 shares; 2024Q4: 12,020 shares; 2025Q1: 12,092 shares; 2025Q2: 11,869 shares; 2025Q3: 11,338 shares; 2025Q4: 13,710 shares 13,710 $12.1M 0.14% +2,372 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: 47,137 shares; 2024Q4: 46,486 shares; 2025Q1: 46,285 shares; 2025Q2: 58,667 shares; 2025Q3: 35,537 shares; 2025Q4: 35,266 shares 35,266 $11.6M 0.13% -271 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,112 shares; 2024Q4: 251,127 shares; 2025Q1: 256,127 shares; 2025Q2: 255,472 shares; 2025Q3: 253,922 shares; 2025Q4: 253,922 shares 253,922 $11.6M 0.13% 0 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: 562,709 shares; 2024Q4: 364,677 shares; 2025Q1: 300,459 shares; 2025Q2: 168,096 shares; 2025Q3: 165,376 shares; 2025Q4: 144,572 shares 144,572 $11.5M 0.13% -20,804 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: 45,523 shares; 2024Q4: 45,882 shares; 2025Q1: 45,945 shares; 2025Q2: 45,459 shares; 2025Q3: 44,882 shares; 2025Q4: 50,604 shares 50,604 $11.5M 0.13% +5,722 Timeline EPI 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: not reported; 2025Q3: not reported; 2025Q4: 241,966 shares 241,966 $11.2M 0.13% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,935 shares; 2024Q4: 62,027 shares; 2025Q1: 62,133 shares; 2025Q2: 67,442 shares; 2025Q3: 69,366 shares; 2025Q4: 77,114 shares 77,114 $11.2M 0.13% +7,748 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: 59,150 shares; 2024Q4: 59,709 shares; 2025Q1: 61,429 shares; 2025Q2: 50,703 shares; 2025Q3: 57,142 shares; 2025Q4: 66,637 shares 66,637 $10.7M 0.12% +9,495 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: 13,167 shares; 2024Q4: 13,964 shares; 2025Q1: 11,338 shares; 2025Q2: 11,499 shares; 2025Q3: 10,607 shares; 2025Q4: 17,944 shares 17,944 $10.4M 0.12% +7,337 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: 14,817 shares; 2024Q4: 19,969 shares; 2025Q1: 51,855 shares; 2025Q2: 25,052 shares; 2025Q3: 39,692 shares; 2025Q4: 58,273 shares 58,273 $10.4M 0.12% +18,581 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: 81,680 shares; 2024Q4: 74,352 shares; 2025Q1: 76,881 shares; 2025Q2: 80,667 shares; 2025Q3: 83,135 shares; 2025Q4: 103,489 shares 103,489 $10.3M 0.12% +20,354 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: 115,674 shares; 2024Q4: 116,408 shares; 2025Q1: 89,157 shares; 2025Q2: 97,235 shares; 2025Q3: 106,100 shares; 2025Q4: 126,851 shares 126,851 $10.2M 0.12% +20,751 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: 31,929 shares; 2024Q4: 28,541 shares; 2025Q1: 31,012 shares; 2025Q2: 49,421 shares; 2025Q3: 54,249 shares; 2025Q4: 74,984 shares 74,984 $10.1M 0.11% +20,735 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,810 shares; 2024Q4: 127,487 shares; 2025Q1: 118,556 shares; 2025Q2: 112,219 shares; 2025Q3: 130,908 shares; 2025Q4: 94,333 shares 94,333 $10.1M 0.11% -36,575 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,816 shares; 2024Q4: 33,700 shares; 2025Q1: 32,550 shares; 2025Q2: 33,065 shares; 2025Q3: 38,752 shares; 2025Q4: 36,100 shares 36,100 $10.1M 0.11% -2,652 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: 23,165 shares; 2024Q4: 22,814 shares; 2025Q1: 22,882 shares; 2025Q2: 25,251 shares; 2025Q3: 24,094 shares; 2025Q4: 25,185 shares 25,185 $9.98M 0.11% +1,091 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,207 shares; 2024Q4: 851,072 shares; 2025Q1: 992,440 shares; 2025Q2: 913,020 shares; 2025Q3: 566,165 shares; 2025Q4: 665,233 shares 665,233 $9.98M 0.11% +99,068 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: 6,746 shares; 2025Q1: 6,701 shares; 2025Q2: 6,863 shares; 2025Q3: 7,530 shares; 2025Q4: 9,008 shares 9,008 $9.64M 0.11% +1,478 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 21,766 shares; 2025Q1: 21,962 shares; 2025Q2: 28,564 shares; 2025Q3: 34,658 shares; 2025Q4: 41,715 shares 41,715 $9.49M 0.11% +7,057 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: 13,742 shares; 2024Q4: 13,614 shares; 2025Q1: 12,649 shares; 2025Q2: 13,104 shares; 2025Q3: 13,411 shares; 2025Q4: 61,234 shares 61,234 $9.38M 0.11% +47,823 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: 25,709 shares; 2024Q4: 24,179 shares; 2025Q1: 23,771 shares; 2025Q2: 24,475 shares; 2025Q3: 25,140 shares; 2025Q4: 29,393 shares 29,393 $9.36M 0.11% +4,253 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,737 shares; 2024Q4: 85,770 shares; 2025Q1: 60,920 shares; 2025Q2: 55,238 shares; 2025Q3: 64,291 shares; 2025Q4: 88,597 shares 88,597 $9.33M 0.11% +24,306 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: 17,086 shares; 2024Q4: 18,528 shares; 2025Q1: 16,846 shares; 2025Q2: 10,726 shares; 2025Q3: 11,861 shares; 2025Q4: 13,564 shares 13,564 $9.14M 0.1% +1,703 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,308 shares; 2024Q4: 160,515 shares; 2025Q1: 175,684 shares; 2025Q2: 199,340 shares; 2025Q3: 218,321 shares; 2025Q4: 224,980 shares 224,980 $9.09M 0.1% +6,659 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,687 shares; 2024Q4: 33,438 shares; 2025Q1: 79,668 shares; 2025Q2: 96,197 shares; 2025Q3: 91,002 shares; 2025Q4: 103,612 shares 103,612 $9.07M 0.1% +12,610 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,825 shares; 2024Q4: 51,933 shares; 2025Q1: 45,290 shares; 2025Q2: 49,760 shares; 2025Q3: 53,549 shares; 2025Q4: 56,341 shares 56,341 $9.07M 0.1% +2,792 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,738 shares; 2024Q4: 51,599 shares; 2025Q1: 50,861 shares; 2025Q2: 46,920 shares; 2025Q3: 39,366 shares; 2025Q4: 43,889 shares 43,889 $9M 0.1% +4,523 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: 33,592 shares; 2024Q4: 30,654 shares; 2025Q1: 31,799 shares; 2025Q2: 31,818 shares; 2025Q3: 35,383 shares; 2025Q4: 47,917 shares 47,917 $8.79M 0.1% +12,534 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: 87,938 shares; 2024Q4: 93,175 shares; 2025Q1: 32,782 shares; 2025Q2: 33,896 shares; 2025Q3: 25,260 shares; 2025Q4: 28,601 shares 28,601 $8.74M 0.1% +3,341 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,635 shares; 2024Q4: 226,440 shares; 2025Q1: 237,840 shares; 2025Q2: 237,065 shares; 2025Q3: 236,115 shares; 2025Q4: 260,943 shares 260,943 $8.62M 0.1% +24,828 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: 225,716 shares; 2024Q4: 240,525 shares; 2025Q1: 247,344 shares; 2025Q2: 186,438 shares; 2025Q3: 56,180 shares; 2025Q4: 53,814 shares 53,814 $8.62M 0.1% -2,366 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667,492 shares; 2025Q3: 615,617 shares; 2025Q4: 710,862 shares 710,862 $8.32M 0.09% +95,245 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,631 shares; 2024Q4: 86,581 shares; 2025Q1: 92,545 shares; 2025Q2: 101,403 shares; 2025Q3: 112,445 shares; 2025Q4: 137,791 shares 137,791 $8.26M 0.09% +25,346 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 89,406 shares; 2025Q1: 100,675 shares; 2025Q2: 95,404 shares; 2025Q3: 83,609 shares; 2025Q4: 79,570 shares 79,570 $8.15M 0.09% -4,039 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,309 shares; 2024Q4: 76,181 shares; 2025Q1: 81,405 shares; 2025Q2: 84,826 shares; 2025Q3: 87,380 shares; 2025Q4: 83,221 shares 83,221 $8.01M 0.09% -4,159 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,863 shares; 2024Q4: 8,149 shares; 2025Q1: 9,396 shares; 2025Q2: 11,575 shares; 2025Q3: 11,132 shares; 2025Q4: 56,435 shares 56,435 $7.98M 0.09% +45,303 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: 15,192 shares; 2024Q4: 21,862 shares; 2025Q1: 18,406 shares; 2025Q2: 18,512 shares; 2025Q3: 23,231 shares; 2025Q4: 32,057 shares 32,057 $7.89M 0.09% +8,826 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,544 shares; 2024Q4: 97,818 shares; 2025Q1: 139,070 shares; 2025Q2: 143,817 shares; 2025Q3: 151,991 shares; 2025Q4: 130,388 shares 130,388 $7.84M 0.09% -21,603 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,871 shares; 2024Q4: 26,751 shares; 2025Q1: 23,025 shares; 2025Q2: 25,897 shares; 2025Q3: 30,262 shares; 2025Q4: 31,374 shares 31,374 $7.75M 0.09% +1,112 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: 46,302 shares; 2025Q1: 53,434 shares; 2025Q2: 45,863 shares; 2025Q3: 50,332 shares; 2025Q4: 59,114 shares 59,114 $7.75M 0.09% +8,782 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA 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: 228,226 shares; 2025Q4: 218,976 shares 218,976 $7.71M 0.09% -9,250 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: 54,102 shares; 2024Q4: 53,483 shares; 2025Q1: 53,483 shares; 2025Q2: 52,853 shares; 2025Q3: 86,856 shares; 2025Q4: 89,388 shares 89,388 $7.67M 0.09% +2,532 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,787 shares; 2025Q4: 85,030 shares 85,030 $7.66M 0.09% -3,757 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: 3,152 shares; 2024Q4: 2,873 shares; 2025Q1: 4,828 shares; 2025Q2: 4,646 shares; 2025Q3: 4,653 shares; 2025Q4: 11,679 shares 11,679 $7.63M 0.09% +7,026 Timeline CDX 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: 350,507 shares; 2025Q3: 344,687 shares; 2025Q4: 337,443 shares 337,443 $7.51M 0.08% -7,244 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: 212,620 shares; 2024Q4: 156,675 shares; 2025Q1: 125,907 shares; 2025Q2: 131,760 shares; 2025Q3: 131,543 shares; 2025Q4: 220,686 shares 220,686 $7.51M 0.08% +89,143 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,804 shares; 2024Q4: 39,367 shares; 2025Q1: 39,461 shares; 2025Q2: 123,853 shares; 2025Q3: 121,501 shares; 2025Q4: 116,780 shares 116,780 $7.51M 0.08% -4,721 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: 39,374 shares; 2024Q4: 38,371 shares; 2025Q1: 33,114 shares; 2025Q2: 33,128 shares; 2025Q3: 49,803 shares; 2025Q4: 59,747 shares 59,747 $7.49M 0.08% +9,944 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 31,676 shares; 2025Q1: 37,690 shares; 2025Q2: 41,062 shares; 2025Q3: 41,614 shares; 2025Q4: 40,268 shares 40,268 $7.35M 0.08% -1,346 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,500 shares; 2024Q4: 164,951 shares; 2025Q1: 106,800 shares; 2025Q2: 113,026 shares; 2025Q3: 123,255 shares; 2025Q4: 129,304 shares 129,304 $7.22M 0.08% +6,049 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,669 shares; 2024Q4: 68,791 shares; 2025Q1: 40,149 shares; 2025Q2: 36,473 shares; 2025Q3: 21,394 shares; 2025Q4: 19,970 shares 19,970 $7.13M 0.08% -1,424 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,877 shares; 2025Q3: 112,169 shares; 2025Q4: 93,424 shares 93,424 $7.05M 0.08% -18,745 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: 44,135 shares; 2024Q4: 43,595 shares; 2025Q1: 47,304 shares; 2025Q2: 52,873 shares; 2025Q3: 62,699 shares; 2025Q4: 72,616 shares 72,616 $6.92M 0.08% +9,917 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: 22,380 shares; 2024Q4: 21,151 shares; 2025Q1: 9,029 shares; 2025Q2: 8,950 shares; 2025Q3: 9,215 shares; 2025Q4: 9,137 shares 9,137 $6.89M 0.08% -78 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,545 shares; 2024Q4: 58,351 shares; 2025Q1: 66,812 shares; 2025Q2: 67,699 shares; 2025Q3: 76,050 shares; 2025Q4: 79,671 shares 79,671 $6.85M 0.08% +3,621 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 14,075 shares; 2025Q1: 1,084 shares; 2025Q2: 692 shares; 2025Q3: 2,012 shares; 2025Q4: 11,338 shares 11,338 $6.84M 0.08% +9,326 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,743 shares; 2024Q4: 60,577 shares; 2025Q1: 60,514 shares; 2025Q2: 60,157 shares; 2025Q3: 58,283 shares; 2025Q4: 58,124 shares 58,124 $6.83M 0.08% -159 Timeline BAB 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: 180,130 shares; 2025Q1: 189,832 shares; 2025Q2: 203,271 shares; 2025Q3: 223,659 shares; 2025Q4: 244,382 shares 244,382 $6.65M 0.08% +20,723 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: 49,856 shares; 2024Q4: 49,434 shares; 2025Q1: 52,685 shares; 2025Q2: 54,541 shares; 2025Q3: 42,583 shares; 2025Q4: 45,078 shares 45,078 $6.61M 0.07% +2,495 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,917 shares; 2024Q4: 278,627 shares; 2025Q1: 180,801 shares; 2025Q2: 160,315 shares; 2025Q3: 117,996 shares; 2025Q4: 76,054 shares 76,054 $6.58M 0.07% -41,942 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: 44,976 shares; 2024Q4: 36,782 shares; 2025Q1: 31,933 shares; 2025Q2: 30,843 shares; 2025Q3: 34,955 shares; 2025Q4: 37,686 shares 37,686 $6.54M 0.07% +2,731 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,605 shares; 2024Q4: 46,424 shares; 2025Q1: 61,198 shares; 2025Q2: 67,594 shares; 2025Q3: 72,657 shares; 2025Q4: 75,466 shares 75,466 $6.51M 0.07% +2,809 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: not reported; 2024Q4: not reported; 2025Q1: 5,453 shares; 2025Q2: 1,157 shares; 2025Q3: 1,885 shares; 2025Q4: 18,197 shares 18,197 $6.43M 0.07% +16,312 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,738 shares; 2024Q4: 49,153 shares; 2025Q1: 47,081 shares; 2025Q2: 56,027 shares; 2025Q3: 62,874 shares; 2025Q4: 85,112 shares 85,112 $6.42M 0.07% +22,238 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,659 shares; 2024Q4: 11,462 shares; 2025Q1: 15,453 shares; 2025Q2: 16,225 shares; 2025Q3: 17,454 shares; 2025Q4: 17,348 shares 17,348 $6.41M 0.07% -106 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,353 shares; 2024Q4: 95,968 shares; 2025Q1: 96,874 shares; 2025Q2: 95,389 shares; 2025Q3: 93,772 shares; 2025Q4: 90,152 shares 90,152 $6.32M 0.07% -3,620 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 38,818 shares; 2025Q1: 33,872 shares; 2025Q2: 69,493 shares; 2025Q3: 99,440 shares; 2025Q4: 136,201 shares 136,201 $6.27M 0.07% +36,761 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: 1,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,667 shares; 2025Q3: 67,985 shares; 2025Q4: 60,602 shares 60,602 $6.23M 0.07% -7,383 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 8,618 shares; 2025Q1: 8,103 shares; 2025Q2: 14,119 shares; 2025Q3: 14,345 shares; 2025Q4: 19,926 shares 19,926 $6.22M 0.07% +5,581 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: 9,474 shares; 2024Q4: 9,962 shares; 2025Q1: 11,019 shares; 2025Q2: 11,003 shares; 2025Q3: 10,479 shares; 2025Q4: 20,142 shares 20,142 $6.2M 0.07% +9,663 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,206 shares; 2025Q2: 42,765 shares; 2025Q3: 77,187 shares; 2025Q4: 84,731 shares 84,731 $6.12M 0.07% +7,544 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: 24,413 shares; 2024Q4: 24,300 shares; 2025Q1: 23,999 shares; 2025Q2: 21,588 shares; 2025Q3: 21,483 shares; 2025Q4: 26,681 shares 26,681 $6.11M 0.07% +5,198 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: 35,197 shares; 2024Q4: 36,193 shares; 2025Q1: 35,220 shares; 2025Q2: 32,378 shares; 2025Q3: 33,643 shares; 2025Q4: 42,473 shares 42,473 $6.1M 0.07% +8,830 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,446 shares; 2024Q4: 22,459 shares; 2025Q1: 22,423 shares; 2025Q2: 22,007 shares; 2025Q3: 23,608 shares; 2025Q4: 27,493 shares 27,493 $6.04M 0.07% +3,885 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.07% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 10,221 shares; 2025Q1: 16,360 shares; 2025Q2: 16,637 shares; 2025Q3: 17,159 shares; 2025Q4: 21,524 shares 21,524 $6M 0.07% +4,365 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,135 shares; 2024Q4: 68,586 shares; 2025Q1: 62,292 shares; 2025Q2: 142,743 shares; 2025Q3: 138,722 shares; 2025Q4: 148,659 shares 148,659 $5.97M 0.07% +9,937 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: 4,437 shares; 2024Q4: 4,462 shares; 2025Q1: 7,552 shares; 2025Q2: 6,396 shares; 2025Q3: 7,997 shares; 2025Q4: 16,807 shares 16,807 $5.93M 0.07% +8,810 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,934 shares; 2024Q4: 45,433 shares; 2025Q1: 82,842 shares; 2025Q2: 90,706 shares; 2025Q3: 89,229 shares; 2025Q4: 97,082 shares 97,082 $5.86M 0.07% +7,853 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,553 shares; 2024Q4: 42,177 shares; 2025Q1: 39,763 shares; 2025Q2: 41,052 shares; 2025Q3: 40,631 shares; 2025Q4: 40,965 shares 40,965 $5.78M 0.07% +334 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,867 shares; 2024Q4: 132,993 shares; 2025Q1: 133,687 shares; 2025Q2: 132,284 shares; 2025Q3: 129,725 shares; 2025Q4: 123,290 shares 123,290 $5.73M 0.06% -6,435 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: 34,361 shares; 2024Q4: 34,720 shares; 2025Q1: 27,321 shares; 2025Q2: 11,588 shares; 2025Q3: 10,264 shares; 2025Q4: 19,831 shares 19,831 $5.66M 0.06% +9,567 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,698 shares; 2024Q4: 92,329 shares; 2025Q1: 93,569 shares; 2025Q2: 272,213 shares; 2025Q3: 307,879 shares; 2025Q4: 323,408 shares 323,408 $5.66M 0.06% +15,529 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 38,187 shares 38,187 $5.63M 0.06% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,096 shares; 2024Q4: 23,619 shares; 2025Q1: 24,188 shares; 2025Q2: 27,217 shares; 2025Q3: 29,275 shares; 2025Q4: 30,338 shares 30,338 $5.63M 0.06% +1,063 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: 38,181 shares; 2024Q4: 38,135 shares; 2025Q1: 52,751 shares; 2025Q2: 51,093 shares; 2025Q3: 50,995 shares; 2025Q4: 50,995 shares 50,995 $5.62M 0.06% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,094 shares; 2024Q4: 97,613 shares; 2025Q1: 98,613 shares; 2025Q2: 97,403 shares; 2025Q3: 95,617 shares; 2025Q4: 93,484 shares 93,484 $5.61M 0.06% -2,133 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,290 shares; 2024Q4: 30,380 shares; 2025Q1: 30,569 shares; 2025Q2: 37,127 shares; 2025Q3: 36,309 shares; 2025Q4: 35,233 shares 35,233 $5.61M 0.06% -1,076 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,724 shares; 2024Q4: 89,152 shares; 2025Q1: 91,954 shares; 2025Q2: 90,988 shares; 2025Q3: 79,805 shares; 2025Q4: 79,813 shares 79,813 $5.54M 0.06% +8 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 881 shares; 2025Q2: 834 shares; 2025Q3: 9,065 shares; 2025Q4: 10,755 shares 10,755 $5.49M 0.06% +1,690 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,859 shares; 2024Q4: 15,743 shares; 2025Q1: 15,622 shares; 2025Q2: 17,756 shares; 2025Q3: 17,997 shares; 2025Q4: 19,003 shares 19,003 $5.49M 0.06% +1,006 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: 18,171 shares; 2024Q4: 20,353 shares; 2025Q1: 19,134 shares; 2025Q2: 16,542 shares; 2025Q3: 17,399 shares; 2025Q4: 28,057 shares 28,057 $5.47M 0.06% +10,658 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: 80,415 shares; 2024Q4: 38,379 shares; 2025Q1: 33,612 shares; 2025Q2: 33,634 shares; 2025Q3: 95,853 shares; 2025Q4: 134,188 shares 134,188 $5.47M 0.06% +38,335 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: 5,143 shares; 2024Q4: 5,066 shares; 2025Q1: 4,599 shares; 2025Q2: 4,190 shares; 2025Q3: 4,066 shares; 2025Q4: 47,880 shares 47,880 $5.45M 0.06% +43,814 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,273 shares; 2024Q4: 32,464 shares; 2025Q1: 12,738 shares; 2025Q2: 15,981 shares; 2025Q3: 14,871 shares; 2025Q4: 31,397 shares 31,397 $5.41M 0.06% +16,526 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,802 shares; 2024Q4: 9,193 shares; 2025Q1: 8,917 shares; 2025Q2: 10,389 shares; 2025Q3: 10,238 shares; 2025Q4: 10,523 shares 10,523 $5.37M 0.06% +285 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 34,623 shares; 2025Q1: 33,472 shares; 2025Q2: 31,098 shares; 2025Q3: 28,158 shares; 2025Q4: 42,542 shares 42,542 $5.36M 0.06% +14,384 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,722 shares; 2024Q4: 194,789 shares; 2025Q1: 130,354 shares; 2025Q2: 114,899 shares; 2025Q3: 69,225 shares; 2025Q4: 77,544 shares 77,544 $5.29M 0.06% +8,319 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,665 shares; 2024Q4: 211,665 shares; 2025Q1: 211,665 shares; 2025Q2: 211,665 shares; 2025Q3: 211,665 shares; 2025Q4: 222,831 shares 222,831 $5.27M 0.06% +11,166 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: 50,446 shares; 2024Q4: 14,509 shares; 2025Q1: 16,094 shares; 2025Q2: 17,437 shares; 2025Q3: 17,593 shares; 2025Q4: 36,329 shares 36,329 $5.23M 0.06% +18,736 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,988 shares 29,988 $5.22M 0.06% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,694 shares; 2024Q4: 107,306 shares; 2025Q1: 250,208 shares; 2025Q2: 287,511 shares; 2025Q3: 379,608 shares; 2025Q4: 417,565 shares 417,565 $5.19M 0.06% +37,957 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: 11,446 shares; 2024Q4: 12,033 shares; 2025Q1: 11,598 shares; 2025Q2: 12,651 shares; 2025Q3: 15,596 shares; 2025Q4: 17,832 shares 17,832 $5.17M 0.06% +2,236 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 37,190 shares; 2025Q1: 38,617 shares; 2025Q2: 45,638 shares; 2025Q3: 48,461 shares; 2025Q4: 56,114 shares 56,114 $5.16M 0.06% +7,653 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 3,547 shares; 2025Q1: 3,412 shares; 2025Q2: 47,664 shares; 2025Q3: 47,890 shares; 2025Q4: 56,056 shares 56,056 $5.11M 0.06% +8,166 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: 4,780 shares; 2024Q4: 5,222 shares; 2025Q1: 5,381 shares; 2025Q2: 6,001 shares; 2025Q3: 6,337 shares; 2025Q4: 11,930 shares 11,930 $5.09M 0.06% +5,593 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,338 shares; 2024Q4: 39,583 shares; 2025Q1: 36,988 shares; 2025Q2: 61,391 shares; 2025Q3: 85,625 shares; 2025Q4: 99,794 shares 99,794 $5.04M 0.06% +14,169 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,567 shares; 2025Q3: 54,855 shares; 2025Q4: 63,864 shares 63,864 $5.02M 0.06% +9,009 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: 5,107 shares; 2024Q4: 6,412 shares; 2025Q1: 6,128 shares; 2025Q2: 5,582 shares; 2025Q3: 5,848 shares; 2025Q4: 8,709 shares 8,709 $4.99M 0.06% +2,861 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 12,030 shares; 2025Q1: 9,032 shares; 2025Q2: 10,117 shares; 2025Q3: 9,937 shares; 2025Q4: 10,358 shares 10,358 $4.98M 0.06% +421 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: 10,770 shares; 2024Q4: 10,493 shares; 2025Q1: 5,393 shares; 2025Q2: 5,744 shares; 2025Q3: 5,550 shares; 2025Q4: 7,502 shares 7,502 $4.97M 0.06% +1,952 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,288 shares; 2024Q4: 104,657 shares; 2025Q1: 68,214 shares; 2025Q2: 76,274 shares; 2025Q3: 89,192 shares; 2025Q4: 92,609 shares 92,609 $4.97M 0.06% +3,417 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 2,929 shares; 2025Q1: 3,348 shares; 2025Q2: 2,269 shares; 2025Q3: 8,162 shares; 2025Q4: 8,538 shares 8,538 $4.96M 0.06% +376 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: 64,866 shares; 2024Q4: 52,281 shares; 2025Q1: 56,605 shares; 2025Q2: 79,116 shares; 2025Q3: 82,272 shares; 2025Q4: 58,401 shares 58,401 $4.92M 0.06% -23,871 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302,887 shares; 2025Q3: 330,206 shares; 2025Q4: 340,776 shares 340,776 $4.91M 0.06% +10,570 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: 104,787 shares; 2024Q4: 103,489 shares; 2025Q1: 88,019 shares; 2025Q2: 87,056 shares; 2025Q3: 81,748 shares; 2025Q4: 81,581 shares 81,581 $4.89M 0.06% -167 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,618 shares; 2024Q4: 19,448 shares; 2025Q1: 21,938 shares; 2025Q2: 21,532 shares; 2025Q3: 21,078 shares; 2025Q4: 19,941 shares 19,941 $4.79M 0.05% -1,137 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,973 shares; 2024Q4: 158,874 shares; 2025Q1: 20,130 shares; 2025Q2: 107,093 shares; 2025Q3: 25,198 shares; 2025Q4: 70,621 shares 70,621 $4.74M 0.05% +45,423 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL 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: 349,276 shares; 2025Q2: 229,639 shares; 2025Q3: 148,986 shares; 2025Q4: 122,186 shares 122,186 $4.7M 0.05% -26,800 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 63,101 shares; 2025Q4: 59,552 shares 59,552 $4.7M 0.05% -3,549 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: 14,604 shares; 2024Q4: 17,947 shares; 2025Q1: 18,735 shares; 2025Q2: 17,452 shares; 2025Q3: 16,211 shares; 2025Q4: 26,297 shares 26,297 $4.67M 0.05% +10,086 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: 16,481 shares; 2024Q4: 16,396 shares; 2025Q1: 13,415 shares; 2025Q2: 13,420 shares; 2025Q3: 13,523 shares; 2025Q4: 13,523 shares 13,523 $4.64M 0.05% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 11,451 shares; 2025Q1: 12,867 shares; 2025Q2: 13,028 shares; 2025Q3: 7,016 shares; 2025Q4: 34,085 shares 34,085 $4.64M 0.05% +27,069 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: 27,484 shares; 2024Q4: 31,259 shares; 2025Q1: 10,071 shares; 2025Q2: 9,535 shares; 2025Q3: 9,303 shares; 2025Q4: 21,548 shares 21,548 $4.61M 0.05% +12,245 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,318 shares; 2024Q4: 380,084 shares; 2025Q1: 379,340 shares; 2025Q2: 379,340 shares; 2025Q3: 287,261 shares; 2025Q4: 262,405 shares 262,405 $4.61M 0.05% -24,856 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,274 shares; 2024Q4: 17,573 shares; 2025Q1: 13,879 shares; 2025Q2: 15,395 shares; 2025Q3: 18,819 shares; 2025Q4: 18,877 shares 18,877 $4.59M 0.05% +58 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: 19,081 shares; 2024Q4: 20,139 shares; 2025Q1: 18,163 shares; 2025Q2: 17,726 shares; 2025Q3: 18,994 shares; 2025Q4: 21,826 shares 21,826 $4.56M 0.05% +2,832 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,831 shares; 2025Q3: 90,695 shares; 2025Q4: 90,795 shares 90,795 $4.55M 0.05% +100 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,681 shares; 2024Q4: 152,981 shares; 2025Q1: 194,582 shares; 2025Q2: 214,832 shares; 2025Q3: 215,043 shares; 2025Q4: 214,128 shares 214,128 $4.53M 0.05% -915 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 618 shares; 2025Q1: 703 shares; 2025Q2: 3,848 shares; 2025Q3: 2,968 shares; 2025Q4: 6,597 shares 6,597 $4.46M 0.05% +3,629 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,691 shares; 2024Q4: 32,815 shares; 2025Q1: 31,357 shares; 2025Q2: 29,188 shares; 2025Q3: 29,280 shares; 2025Q4: 27,546 shares 27,546 $4.45M 0.05% -1,734 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,827 shares 154,827 $4.44M 0.05% new Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP 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: 126,202 shares 126,202 $4.43M 0.05% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,264 shares; 2024Q4: 102,499 shares; 2025Q1: 101,421 shares; 2025Q2: 138,380 shares; 2025Q3: 145,991 shares; 2025Q4: 173,113 shares 173,113 $4.43M 0.05% +27,122 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,493 shares; 2024Q4: 20,057 shares; 2025Q1: 19,259 shares; 2025Q2: 17,881 shares; 2025Q3: 17,941 shares; 2025Q4: 17,117 shares 17,117 $4.42M 0.05% -824 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,571 shares; 2024Q4: 46,893 shares; 2025Q1: 46,107 shares; 2025Q2: 65,851 shares; 2025Q3: 65,289 shares; 2025Q4: 63,609 shares 63,609 $4.42M 0.05% -1,680 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: 29,573 shares; 2024Q4: 32,137 shares; 2025Q1: 31,901 shares; 2025Q2: 31,195 shares; 2025Q3: 18,354 shares; 2025Q4: 23,486 shares 23,486 $4.42M 0.05% +5,132 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: 15,685 shares; 2024Q4: 18,119 shares; 2025Q1: 19,726 shares; 2025Q2: 22,134 shares; 2025Q3: 25,109 shares; 2025Q4: 37,813 shares 37,813 $4.41M 0.05% +12,704 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,009 shares; 2025Q1: 794 shares; 2025Q2: 888 shares; 2025Q3: 1,367 shares; 2025Q4: 7,737 shares 7,737 $4.39M 0.05% +6,370 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,460 shares; 2024Q4: 281,660 shares; 2025Q1: 248,026 shares; 2025Q2: 332,697 shares; 2025Q3: 346,584 shares; 2025Q4: 372,175 shares 372,175 $4.37M 0.05% +25,591 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,192 shares; 2024Q4: 12,432 shares; 2025Q1: 12,655 shares; 2025Q2: 13,160 shares; 2025Q3: 12,823 shares; 2025Q4: 15,836 shares 15,836 $4.36M 0.05% +3,013 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,180 shares; 2025Q3: 8,502 shares; 2025Q4: 162,786 shares 162,786 $4.34M 0.05% +154,284 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: 13,586 shares; 2024Q4: 14,016 shares; 2025Q1: 14,066 shares; 2025Q2: 9,456 shares; 2025Q3: 9,265 shares; 2025Q4: 8,933 shares 8,933 $4.34M 0.05% -332 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,299 shares; 2024Q4: 45,801 shares; 2025Q1: 49,704 shares; 2025Q2: 99,644 shares; 2025Q3: 100,038 shares; 2025Q4: 73,671 shares 73,671 $4.32M 0.05% -26,367 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 6,381 shares; 2025Q1: 5,970 shares; 2025Q2: 6,017 shares; 2025Q3: 6,336 shares; 2025Q4: 7,569 shares 7,569 $4.32M 0.05% +1,233 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,908 shares; 2024Q4: 853,858 shares; 2025Q1: 58,235 shares; 2025Q2: 52,187 shares; 2025Q3: 500,271 shares; 2025Q4: 910,458 shares 910,458 $4.3M 0.05% +410,187 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 5,269 shares; 2025Q1: 11,796 shares; 2025Q2: 48,563 shares; 2025Q3: 58,356 shares; 2025Q4: 56,322 shares 56,322 $4.23M 0.05% -2,034 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: 24,272 shares; 2024Q4: 18,801 shares; 2025Q1: 24,314 shares; 2025Q2: 24,600 shares; 2025Q3: 25,808 shares; 2025Q4: 25,916 shares 25,916 $4.2M 0.05% +108 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 7,173 shares; 2025Q1: 7,150 shares; 2025Q2: 7,723 shares; 2025Q3: 7,270 shares; 2025Q4: 8,943 shares 8,943 $4.18M 0.05% +1,673 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,827 shares; 2024Q4: 62,230 shares; 2025Q1: 63,958 shares; 2025Q2: 62,290 shares; 2025Q3: 56,479 shares; 2025Q4: 50,912 shares 50,912 $4.17M 0.05% -5,567 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,958 shares; 2024Q4: 80,958 shares; 2025Q1: 68,172 shares; 2025Q2: 60,571 shares; 2025Q3: 60,571 shares; 2025Q4: 60,855 shares 60,855 $4.16M 0.05% +284 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 21,081 shares; 2025Q1: 21,357 shares; 2025Q2: 19,549 shares; 2025Q3: 19,849 shares; 2025Q4: 19,169 shares 19,169 $4.16M 0.05% -680 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 9,649 shares; 2025Q1: 9,185 shares; 2025Q2: 11,851 shares; 2025Q3: 9,631 shares; 2025Q4: 9,240 shares 9,240 $4.14M 0.05% -391 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: 6,498 shares; 2024Q4: 6,346 shares; 2025Q1: 6,576 shares; 2025Q2: 7,630 shares; 2025Q3: 8,411 shares; 2025Q4: 8,799 shares 8,799 $4.13M 0.05% +388 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538,872 shares; 2024Q4: 1,494,224 shares; 2025Q1: 1,412,939 shares; 2025Q2: 1,072,695 shares; 2025Q3: 794,303 shares; 2025Q4: 278,884 shares 278,884 $4.11M 0.05% -515,419 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,458 shares; 2024Q4: 14,187 shares; 2025Q1: 13,005 shares; 2025Q2: 12,906 shares; 2025Q3: 13,694 shares; 2025Q4: 15,565 shares 15,565 $4.09M 0.05% +1,871 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,222 shares; 2025Q2: 152,216 shares; 2025Q3: 151,399 shares; 2025Q4: 151,399 shares 151,399 $4.07M 0.05% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,468 shares; 2024Q4: 18,056 shares; 2025Q1: 16,650 shares; 2025Q2: 15,481 shares; 2025Q3: 15,534 shares; 2025Q4: 14,703 shares 14,703 $4.06M 0.05% -831 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,881 shares; 2024Q4: 122,813 shares; 2025Q1: 129,550 shares; 2025Q2: 128,105 shares; 2025Q3: 125,319 shares; 2025Q4: 105,684 shares 105,684 $4.03M 0.05% -19,635 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,868 shares 155,868 $4.03M 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,294 shares; 2024Q4: 48,515 shares; 2025Q1: 49,144 shares; 2025Q2: 53,425 shares; 2025Q3: 55,368 shares; 2025Q4: 69,674 shares 69,674 $4.02M 0.05% +14,306 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,933 shares; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 41,308 shares 41,308 $4M 0.05% +38,249 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,299 shares; 2024Q4: 34,393 shares; 2025Q1: 37,292 shares; 2025Q2: 35,320 shares; 2025Q3: 47,783 shares; 2025Q4: 54,268 shares 54,268 $3.99M 0.05% +6,485 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: 67,311 shares; 2024Q4: 73,864 shares; 2025Q1: 62,656 shares; 2025Q2: 67,167 shares; 2025Q3: 83,919 shares; 2025Q4: 159,846 shares 159,846 $3.97M 0.04% +75,927 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: 6,246 shares; 2024Q4: 6,140 shares; 2025Q1: 5,961 shares; 2025Q2: 6,604 shares; 2025Q3: 5,895 shares; 2025Q4: 7,765 shares 7,765 $3.97M 0.04% +1,870 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: 5,655 shares; 2024Q4: 6,250 shares; 2025Q1: 8,528 shares; 2025Q2: 8,223 shares; 2025Q3: 7,785 shares; 2025Q4: 11,257 shares 11,257 $3.96M 0.04% +3,472 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,397 shares; 2024Q4: 51,010 shares; 2025Q1: 58,019 shares; 2025Q2: 64,218 shares; 2025Q3: 78,003 shares; 2025Q4: 80,099 shares 80,099 $3.93M 0.04% +2,096 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: 86,286 shares; 2024Q4: 86,298 shares; 2025Q1: 85,547 shares; 2025Q2: 85,558 shares; 2025Q3: 88,286 shares; 2025Q4: 88,193 shares 88,193 $3.92M 0.04% -93 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: 29,260 shares; 2024Q4: 81,501 shares; 2025Q1: 82,144 shares; 2025Q2: 133,249 shares; 2025Q3: 127,479 shares; 2025Q4: 141,209 shares 141,209 $3.87M 0.04% +13,730 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,095 shares 59,095 $3.86M 0.04% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,586 shares; 2024Q4: 109,964 shares; 2025Q1: 76,694 shares; 2025Q2: 54,465 shares; 2025Q3: 60,635 shares; 2025Q4: 67,442 shares 67,442 $3.86M 0.04% +6,807 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,265 shares; 2024Q4: 68,916 shares; 2025Q1: 74,792 shares; 2025Q2: 77,696 shares; 2025Q3: 75,489 shares; 2025Q4: 71,433 shares 71,433 $3.85M 0.04% -4,056 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,455 shares; 2025Q1: 748,512 shares; 2025Q2: 695,513 shares; 2025Q3: 686,180 shares; 2025Q4: 346,158 shares 346,158 $3.84M 0.04% -340,022 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,031 shares; 2024Q4: 24,298 shares; 2025Q1: 32,144 shares; 2025Q2: 35,125 shares; 2025Q3: 39,505 shares; 2025Q4: 47,748 shares 47,748 $3.82M 0.04% +8,243 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: 40,150 shares; 2024Q4: 41,447 shares; 2025Q1: 9,308 shares; 2025Q2: 7,618 shares; 2025Q3: 5,648 shares; 2025Q4: 8,402 shares 8,402 $3.81M 0.04% +2,754 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,248 shares; 2024Q4: 82,711 shares; 2025Q1: 88,110 shares; 2025Q2: 97,075 shares; 2025Q3: 119,102 shares; 2025Q4: 128,821 shares 128,821 $3.8M 0.04% +9,719 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,504 shares; 2024Q4: 99,104 shares; 2025Q1: 95,640 shares; 2025Q2: 98,838 shares; 2025Q3: 99,007 shares; 2025Q4: 96,014 shares 96,014 $3.79M 0.04% -2,993 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,912 shares; 2024Q4: 45,410 shares; 2025Q1: 45,643 shares; 2025Q2: 44,899 shares; 2025Q3: 44,238 shares; 2025Q4: 42,062 shares 42,062 $3.79M 0.04% -2,176 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,208 shares; 2024Q4: 32,799 shares; 2025Q1: 33,224 shares; 2025Q2: 41,268 shares; 2025Q3: 67,303 shares; 2025Q4: 77,874 shares 77,874 $3.77M 0.04% +10,571 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 26,602 shares; 2025Q1: 27,383 shares; 2025Q2: 31,558 shares; 2025Q3: 31,664 shares; 2025Q4: 33,363 shares 33,363 $3.74M 0.04% +1,699 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: 4,037 shares; 2024Q4: 3,998 shares; 2025Q1: 4,012 shares; 2025Q2: 3,895 shares; 2025Q3: 3,573 shares; 2025Q4: 7,126 shares 7,126 $3.72M 0.04% +3,553 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 7,120 shares; 2025Q1: 7,683 shares; 2025Q2: 8,288 shares; 2025Q3: 9,919 shares; 2025Q4: 12,960 shares 12,960 $3.72M 0.04% +3,041 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 23,072 shares; 2025Q3: 21,979 shares; 2025Q4: 34,955 shares 34,955 $3.72M 0.04% +12,976 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,422 shares; 2025Q1: 5,446 shares; 2025Q2: 5,565 shares; 2025Q3: 5,673 shares; 2025Q4: 5,970 shares 5,970 $3.72M 0.04% +297 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,545 shares; 2025Q1: 4,840 shares; 2025Q2: 6,074 shares; 2025Q3: 8,795 shares; 2025Q4: 11,039 shares 11,039 $3.72M 0.04% +2,244 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 14,712 shares; 2025Q3: 16,993 shares; 2025Q4: 17,702 shares 17,702 $3.7M 0.04% +709 Timeline KCCA 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: not reported; 2025Q3: not reported; 2025Q4: 220,009 shares 220,009 $3.7M 0.04% new 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: 16,029 shares; 2024Q4: 15,783 shares; 2025Q1: 16,415 shares; 2025Q2: 15,922 shares; 2025Q3: 15,417 shares; 2025Q4: 24,712 shares 24,712 $3.67M 0.04% +9,295 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 11,835 shares; 2025Q1: 11,863 shares; 2025Q2: 11,707 shares; 2025Q3: 11,428 shares; 2025Q4: 10,650 shares 10,650 $3.59M 0.04% -778 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: 8,211 shares; 2024Q4: 9,042 shares; 2025Q1: 8,784 shares; 2025Q2: 9,109 shares; 2025Q3: 9,081 shares; 2025Q4: 13,106 shares 13,106 $3.58M 0.04% +4,025 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,259 shares; 2025Q3: 94,496 shares; 2025Q4: 120,466 shares 120,466 $3.57M 0.04% +25,970 Timeline RPG 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: 82,015 shares; 2024Q4: 78,920 shares; 2025Q1: 77,833 shares; 2025Q2: 78,929 shares; 2025Q3: 78,619 shares; 2025Q4: 76,265 shares 76,265 $3.56M 0.04% -2,354 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,204 shares; 2024Q4: 52,101 shares; 2025Q1: 49,788 shares; 2025Q2: 46,318 shares; 2025Q3: 47,082 shares; 2025Q4: 44,564 shares 44,564 $3.56M 0.04% -2,518 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,790 shares; 2024Q4: 24,533 shares; 2025Q1: 23,524 shares; 2025Q2: 21,886 shares; 2025Q3: 21,957 shares; 2025Q4: 20,808 shares 20,808 $3.55M 0.04% -1,149 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,543 shares; 2024Q4: 40,774 shares; 2025Q1: 57,661 shares; 2025Q2: 34,572 shares; 2025Q3: 72,242 shares; 2025Q4: 69,766 shares 69,766 $3.55M 0.04% -2,476 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,137 shares; 2024Q4: 10,163 shares; 2025Q1: 9,608 shares; 2025Q2: 16,255 shares; 2025Q3: 16,195 shares; 2025Q4: 16,609 shares 16,609 $3.52M 0.04% +414 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 9,077 shares; 2025Q1: 8,708 shares; 2025Q2: 12,410 shares; 2025Q3: 11,509 shares; 2025Q4: 10,678 shares 10,678 $3.49M 0.04% -831 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,046 shares; 2024Q4: 6,780 shares; 2025Q1: 6,401 shares; 2025Q2: 6,315 shares; 2025Q3: 6,428 shares; 2025Q4: 4,266 shares 4,266 $3.45M 0.04% -2,162 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: 30,206 shares; 2024Q4: 29,219 shares; 2025Q1: 29,382 shares; 2025Q2: 29,549 shares; 2025Q3: 22,457 shares; 2025Q4: 35,559 shares 35,559 $3.42M 0.04% +13,102 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,202 shares; 2025Q2: 13,147 shares; 2025Q3: 14,047 shares; 2025Q4: 14,379 shares 14,379 $3.41M 0.04% +332 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: 16,907 shares; 2024Q4: 17,287 shares; 2025Q1: 25,188 shares; 2025Q2: 26,052 shares; 2025Q3: 26,454 shares; 2025Q4: 27,603 shares 27,603 $3.4M 0.04% +1,149 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: 9,891 shares; 2024Q4: 8,185 shares; 2025Q1: 7,728 shares; 2025Q2: 8,554 shares; 2025Q3: 9,145 shares; 2025Q4: 13,124 shares 13,124 $3.38M 0.04% +3,979 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,472 shares; 2024Q4: 48,490 shares; 2025Q1: 47,326 shares; 2025Q2: 50,518 shares; 2025Q3: 50,684 shares; 2025Q4: 42,682 shares 42,682 $3.36M 0.04% -8,002 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,590 shares; 2024Q4: 5,398 shares; 2025Q1: 5,620 shares; 2025Q2: 10,583 shares; 2025Q3: 11,511 shares; 2025Q4: 8,735 shares 8,735 $3.35M 0.04% -2,776 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 47,494 shares; 2025Q3: 44,967 shares; 2025Q4: 42,729 shares 42,729 $3.35M 0.04% -2,238 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,387 shares; 2024Q4: 41,210 shares; 2025Q1: 56,576 shares; 2025Q2: 56,745 shares; 2025Q3: 58,509 shares; 2025Q4: 58,696 shares 58,696 $3.32M 0.04% +187 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,533 shares; 2025Q1: 31,550 shares; 2025Q2: 31,822 shares; 2025Q3: 31,448 shares; 2025Q4: 30,082 shares 30,082 $3.3M 0.04% -1,366 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: 29,658 shares; 2024Q4: 29,942 shares; 2025Q1: 27,170 shares; 2025Q2: 15,141 shares; 2025Q3: 15,141 shares; 2025Q4: 15,179 shares 15,179 $3.26M 0.04% +38 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 8,157 shares; 2025Q1: 13,965 shares; 2025Q2: 14,725 shares; 2025Q3: 17,514 shares; 2025Q4: 24,500 shares 24,500 $3.25M 0.04% +6,986 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,958 shares; 2024Q4: 106,308 shares; 2025Q1: 121,408 shares; 2025Q2: 132,825 shares; 2025Q3: 216,714 shares; 2025Q4: 243,984 shares 243,984 $3.24M 0.04% +27,270 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,135 shares; 2024Q4: 44,247 shares; 2025Q1: 44,067 shares; 2025Q2: 45,123 shares; 2025Q3: 45,575 shares; 2025Q4: 45,231 shares 45,231 $3.23M 0.04% -344 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 21,793 shares; 2025Q1: 21,176 shares; 2025Q2: 20,757 shares; 2025Q3: 20,665 shares; 2025Q4: 20,742 shares 20,742 $3.21M 0.04% +77 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: 13,782 shares; 2024Q4: 15,708 shares; 2025Q1: 15,081 shares; 2025Q2: 13,434 shares; 2025Q3: 15,071 shares; 2025Q4: 28,174 shares 28,174 $3.21M 0.04% +13,103 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,213 shares; 2025Q1: 5,310 shares; 2025Q2: 5,957 shares; 2025Q3: 8,525 shares; 2025Q4: 10,805 shares 10,805 $3.17M 0.04% +2,280 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,341 shares; 2024Q4: 23,348 shares; 2025Q1: 750,818 shares; 2025Q2: 976,106 shares; 2025Q3: 1,457,184 shares; 2025Q4: 111,309 shares 111,309 $3.13M 0.04% -1,345,875 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,008 shares; 2024Q4: 41,551 shares; 2025Q1: 33,621 shares; 2025Q2: 30,965 shares; 2025Q3: 30,304 shares; 2025Q4: 38,401 shares 38,401 $3.12M 0.04% +8,097 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,178 shares; 2024Q4: 16,104 shares; 2025Q1: 16,451 shares; 2025Q2: 17,968 shares; 2025Q3: 16,130 shares; 2025Q4: 22,090 shares 22,090 $3.12M 0.04% +5,960 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: 14,947 shares; 2024Q4: 15,710 shares; 2025Q1: 22,837 shares; 2025Q2: 20,090 shares; 2025Q3: 20,571 shares; 2025Q4: 24,382 shares 24,382 $3.11M 0.04% +3,811 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: 16,010 shares; 2024Q4: 14,355 shares; 2025Q1: 17,501 shares; 2025Q2: 20,675 shares; 2025Q3: 21,349 shares; 2025Q4: 22,434 shares 22,434 $3.09M 0.03% +1,085 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,351 shares; 2024Q4: 37,404 shares; 2025Q1: 38,745 shares; 2025Q2: 38,837 shares; 2025Q3: 37,350 shares; 2025Q4: 44,374 shares 44,374 $3.08M 0.03% +7,024 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059,646 shares; 2024Q4: 894,148 shares; 2025Q1: 629,453 shares; 2025Q2: 9,849 shares; 2025Q3: not reported; 2025Q4: 204,298 shares 204,298 $3.08M 0.03% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,841 shares; 2024Q4: 30,215 shares; 2025Q1: 32,646 shares; 2025Q2: 31,913 shares; 2025Q3: 31,301 shares; 2025Q4: 29,821 shares 29,821 $3.06M 0.03% -1,480 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 7,937 shares; 2025Q1: 7,911 shares; 2025Q2: 7,823 shares; 2025Q3: 7,830 shares; 2025Q4: 7,887 shares 7,887 $3.05M 0.03% +57 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,560 shares; 2024Q4: 49,741 shares; 2025Q1: 47,840 shares; 2025Q2: 45,241 shares; 2025Q3: 46,669 shares; 2025Q4: 44,093 shares 44,093 $3.03M 0.03% -2,576 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: 84 shares; 2024Q4: 94 shares; 2025Q1: 97 shares; 2025Q2: 75 shares; 2025Q3: 105 shares; 2025Q4: 560 shares 560 $3M 0.03% +455 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 902 shares; 2025Q3: 7,993 shares; 2025Q4: 7,530 shares 7,530 $2.99M 0.03% -463 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 9,227 shares; 2025Q1: 9,883 shares; 2025Q2: 10,258 shares; 2025Q3: 10,236 shares; 2025Q4: 19,292 shares 19,292 $2.99M 0.03% +9,056 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,922 shares; 2025Q3: not reported; 2025Q4: 55,126 shares 55,126 $2.98M 0.03% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,146 shares; 2025Q1: 2,142 shares; 2025Q2: 2,577 shares; 2025Q3: 5,674 shares; 2025Q4: 9,993 shares 9,993 $2.96M 0.03% +4,319 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,597 shares; 2024Q4: 76,197 shares; 2025Q1: 142,840 shares; 2025Q2: 140,222 shares; 2025Q3: 179,014 shares; 2025Q4: 179,014 shares 179,014 $2.95M 0.03% 0 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: 16,915 shares; 2024Q4: 16,692 shares; 2025Q1: 16,491 shares; 2025Q2: 16,885 shares; 2025Q3: 13,620 shares; 2025Q4: 15,905 shares 15,905 $2.95M 0.03% +2,285 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: 10,197 shares; 2024Q4: 8,974 shares; 2025Q1: 8,558 shares; 2025Q2: 7,695 shares; 2025Q3: 6,482 shares; 2025Q4: 10,679 shares 10,679 $2.9M 0.03% +4,197 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,940 shares; 2024Q4: 14,117 shares; 2025Q1: 37,277 shares; 2025Q2: 36,661 shares; 2025Q3: 33,983 shares; 2025Q4: 24,766 shares 24,766 $2.89M 0.03% -9,217 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: 14,765 shares; 2024Q4: 25,964 shares; 2025Q1: 14,157 shares; 2025Q2: 18,031 shares; 2025Q3: 22,203 shares; 2025Q4: 52,719 shares 52,719 $2.88M 0.03% +30,516 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: 29,466 shares; 2024Q4: 30,955 shares; 2025Q1: 27,118 shares; 2025Q2: 26,174 shares; 2025Q3: 24,111 shares; 2025Q4: 22,499 shares 22,499 $2.87M 0.03% -1,612 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 13,634 shares; 2025Q1: 50,408 shares; 2025Q2: 85,655 shares; 2025Q3: 82,651 shares; 2025Q4: 109,249 shares 109,249 $2.87M 0.03% +26,598 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,647 shares; 2024Q4: 32,536 shares; 2025Q1: 30,574 shares; 2025Q2: 29,150 shares; 2025Q3: 28,394 shares; 2025Q4: 32,332 shares 32,332 $2.85M 0.03% +3,938 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 26,078 shares; 2025Q1: 32,755 shares; 2025Q2: 32,137 shares; 2025Q3: 31,101 shares; 2025Q4: 28,079 shares 28,079 $2.85M 0.03% -3,022 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: 9,278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,797 shares; 2025Q4: 23,381 shares 23,381 $2.84M 0.03% +19,584 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 62,500 shares; 2025Q1: 62,700 shares; 2025Q2: 57,700 shares; 2025Q3: 57,700 shares; 2025Q4: 57,700 shares 57,700 $2.84M 0.03% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,264 shares; 2025Q4: 10,917 shares 10,917 $2.83M 0.03% -347 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 13,679 shares; 2025Q1: 14,613 shares; 2025Q2: 14,925 shares; 2025Q3: 13,921 shares; 2025Q4: 11,527 shares 11,527 $2.8M 0.03% -2,394 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,605 shares; 2024Q4: 243,546 shares; 2025Q1: 243,532 shares; 2025Q2: 243,503 shares; 2025Q3: 246,553 shares; 2025Q4: 246,503 shares 246,503 $2.78M 0.03% -50 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 19,444 shares; 2025Q1: 19,415 shares; 2025Q2: 21,644 shares; 2025Q3: 43,195 shares; 2025Q4: 42,926 shares 42,926 $2.77M 0.03% -269 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,610 shares; 2024Q4: 167,892 shares; 2025Q1: 169,445 shares; 2025Q2: 48,832 shares; 2025Q3: 21,864 shares; 2025Q4: 29,492 shares 29,492 $2.76M 0.03% +7,628 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 13,030 shares; 2025Q1: 11,959 shares; 2025Q2: 12,433 shares; 2025Q3: 11,651 shares; 2025Q4: 15,719 shares 15,719 $2.76M 0.03% +4,068 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: 45,262 shares; 2024Q4: 36,894 shares; 2025Q1: 35,280 shares; 2025Q2: 33,355 shares; 2025Q3: 36,230 shares; 2025Q4: 25,824 shares 25,824 $2.76M 0.03% -10,406 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 5,860 shares; 2025Q1: 4,430 shares; 2025Q2: 4,483 shares; 2025Q3: 11,092 shares; 2025Q4: 12,435 shares 12,435 $2.73M 0.03% +1,343 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 4,490 shares; 2025Q1: 4,914 shares; 2025Q2: 5,279 shares; 2025Q3: 6,093 shares; 2025Q4: 11,162 shares 11,162 $2.71M 0.03% +5,069 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 4,998 shares; 2025Q1: 5,450 shares; 2025Q2: 5,856 shares; 2025Q3: 5,767 shares; 2025Q4: 10,976 shares 10,976 $2.7M 0.03% +5,209 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,721 shares; 2024Q4: 12,615 shares; 2025Q1: 24,146 shares; 2025Q2: 29,956 shares; 2025Q3: 30,320 shares; 2025Q4: 42,082 shares 42,082 $2.69M 0.03% +11,762 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: 117,257 shares; 2024Q4: 105,514 shares; 2025Q1: 105,614 shares; 2025Q2: 73,011 shares; 2025Q3: 79,063 shares; 2025Q4: 107,756 shares 107,756 $2.68M 0.03% +28,693 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 8,718 shares; 2025Q1: 12,554 shares; 2025Q2: 13,489 shares; 2025Q3: 17,329 shares; 2025Q4: 19,360 shares 19,360 $2.67M 0.03% +2,031 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 5,446 shares; 2025Q1: 6,124 shares; 2025Q2: 6,828 shares; 2025Q3: 7,392 shares; 2025Q4: 14,745 shares 14,745 $2.66M 0.03% +7,353 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: 24,233 shares; 2024Q4: 28,389 shares; 2025Q1: 44,590 shares; 2025Q2: 44,697 shares; 2025Q3: 42,933 shares; 2025Q4: 48,291 shares 48,291 $2.64M 0.03% +5,358 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,286 shares; 2024Q4: 85,010 shares; 2025Q1: 111,891 shares; 2025Q2: 72,048 shares; 2025Q3: 70,187 shares; 2025Q4: 75,835 shares 75,835 $2.63M 0.03% +5,648 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,223 shares 40,223 $2.63M 0.03% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,025 shares; 2024Q4: 106,355 shares; 2025Q1: 98,506 shares; 2025Q2: 94,072 shares; 2025Q3: 110,670 shares; 2025Q4: 129,540 shares 129,540 $2.62M 0.03% +18,870 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,692 shares; 2024Q4: 7,100 shares; 2025Q1: 3,782 shares; 2025Q2: 3,017 shares; 2025Q3: 3,626 shares; 2025Q4: 5,628 shares 5,628 $2.62M 0.03% +2,002 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 5,187 shares; 2025Q1: 5,512 shares; 2025Q2: 5,953 shares; 2025Q3: 7,108 shares; 2025Q4: 8,184 shares 8,184 $2.61M 0.03% +1,076 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 9,611 shares; 2025Q1: 9,022 shares; 2025Q2: 8,852 shares; 2025Q3: 10,784 shares; 2025Q4: 14,122 shares 14,122 $2.61M 0.03% +3,338 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 14,971 shares; 2025Q1: 15,233 shares; 2025Q2: 15,264 shares; 2025Q3: 15,339 shares; 2025Q4: 15,953 shares 15,953 $2.61M 0.03% +614 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: 21,555 shares; 2024Q4: 20,782 shares; 2025Q1: 17,074 shares; 2025Q2: 17,036 shares; 2025Q3: 16,954 shares; 2025Q4: 16,820 shares 16,820 $2.6M 0.03% -134 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 6,952 shares; 2025Q1: 5,966 shares; 2025Q2: 90,761 shares; 2025Q3: 94,602 shares; 2025Q4: 12,080 shares 12,080 $2.59M 0.03% -82,522 Timeline SSO 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: 42,166 shares; 2025Q2: 24,053 shares; 2025Q3: 24,053 shares; 2025Q4: 44,705 shares 44,705 $2.59M 0.03% +20,652 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,610 shares; 2024Q4: 456,249 shares; 2025Q1: 421,022 shares; 2025Q2: 429,735 shares; 2025Q3: 513,327 shares; 2025Q4: 484,036 shares 484,036 $2.57M 0.03% -29,291 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,433 shares; 2024Q4: 21,865 shares; 2025Q1: 23,280 shares; 2025Q2: 22,048 shares; 2025Q3: 21,556 shares; 2025Q4: 21,138 shares 21,138 $2.56M 0.03% -418 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,996 shares; 2024Q4: 5,845 shares; 2025Q1: 6,349 shares; 2025Q2: 7,863 shares; 2025Q3: 9,936 shares; 2025Q4: 15,203 shares 15,203 $2.55M 0.03% +5,267 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,306 shares; 2024Q4: 316,120 shares; 2025Q1: 165,329 shares; 2025Q2: 93,024 shares; 2025Q3: 99,725 shares; 2025Q4: 51,199 shares 51,199 $2.55M 0.03% -48,526 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,336 shares; 2024Q4: 25,350 shares; 2025Q1: 24,346 shares; 2025Q2: 27,309 shares; 2025Q3: 27,581 shares; 2025Q4: 28,768 shares 28,768 $2.55M 0.03% +1,187 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,321 shares; 2024Q4: 61,757 shares; 2025Q1: 62,479 shares; 2025Q2: 69,321 shares; 2025Q3: 90,399 shares; 2025Q4: 93,986 shares 93,986 $2.55M 0.03% +3,587 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: 30,762 shares; 2024Q4: 36,427 shares; 2025Q1: 18,806 shares; 2025Q2: 21,575 shares; 2025Q3: 36,921 shares; 2025Q4: 50,022 shares 50,022 $2.54M 0.03% +13,101 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,790 shares 29,790 $2.51M 0.03% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,119 shares; 2024Q4: 34,098 shares; 2025Q1: 33,263 shares; 2025Q2: 30,928 shares; 2025Q3: 31,045 shares; 2025Q4: 30,459 shares 30,459 $2.5M 0.03% -586 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 13,586 shares; 2025Q1: 15,551 shares; 2025Q2: 15,318 shares; 2025Q3: 14,186 shares; 2025Q4: 10,848 shares 10,848 $2.48M 0.03% -3,338 Timeline NYF 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: 37,180 shares; 2024Q4: 37,180 shares; 2025Q1: 45,780 shares; 2025Q2: 41,946 shares; 2025Q3: 41,946 shares; 2025Q4: 46,004 shares 46,004 $2.46M 0.03% +4,058 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 1,208 shares; 2025Q1: 1,371 shares; 2025Q2: 4,882 shares; 2025Q3: 3,978 shares; 2025Q4: 4,349 shares 4,349 $2.44M 0.03% +371 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 6,042 shares; 2025Q1: 7,116 shares; 2025Q2: 7,842 shares; 2025Q3: 6,822 shares; 2025Q4: 7,714 shares 7,714 $2.42M 0.03% +892 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 8,454 shares; 2025Q1: 8,056 shares; 2025Q2: 8,307 shares; 2025Q3: 15,330 shares; 2025Q4: 20,170 shares 20,170 $2.42M 0.03% +4,840 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: 534 shares; 2024Q4: 685 shares; 2025Q1: 575 shares; 2025Q2: 631 shares; 2025Q3: 777 shares; 2025Q4: 2,920 shares 2,920 $2.4M 0.03% +2,143 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: 28,312 shares; 2024Q4: 26,820 shares; 2025Q1: 36,117 shares; 2025Q2: 33,126 shares; 2025Q3: 37,203 shares; 2025Q4: 64,847 shares 64,847 $2.39M 0.03% +27,644 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,952 shares; 2024Q4: 20,227 shares; 2025Q1: 22,504 shares; 2025Q2: 20,034 shares; 2025Q3: 19,620 shares; 2025Q4: 19,620 shares 19,620 $2.37M 0.03% 0 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: 15,903 shares; 2024Q4: 15,903 shares; 2025Q1: 23,254 shares; 2025Q2: 28,387 shares; 2025Q3: 28,488 shares; 2025Q4: 29,462 shares 29,462 $2.36M 0.03% +974 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: not reported; 2024Q4: not reported; 2025Q1: 3,775 shares; 2025Q2: 12,887 shares; 2025Q3: 9,873 shares; 2025Q4: 20,267 shares 20,267 $2.35M 0.03% +10,394 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 20,383 shares; 2025Q1: 19,502 shares; 2025Q2: 20,667 shares; 2025Q3: 20,827 shares; 2025Q4: 16,363 shares 16,363 $2.35M 0.03% -4,464 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: 3,430 shares; 2024Q4: 3,608 shares; 2025Q1: 3,374 shares; 2025Q2: 3,198 shares; 2025Q3: 3,773 shares; 2025Q4: 4,767 shares 4,767 $2.34M 0.03% +994 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,367 shares; 2024Q4: 9,667 shares; 2025Q1: 9,248 shares; 2025Q2: 8,603 shares; 2025Q3: 8,629 shares; 2025Q4: 8,142 shares 8,142 $2.32M 0.03% -487 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,413 shares; 2024Q4: 14,401 shares; 2025Q1: 8,288 shares; 2025Q2: 7,902 shares; 2025Q3: 7,756 shares; 2025Q4: 7,703 shares 7,703 $2.32M 0.03% -53 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,542 shares; 2024Q4: 48,542 shares; 2025Q1: 48,542 shares; 2025Q2: 55,119 shares; 2025Q3: 52,196 shares; 2025Q4: 52,196 shares 52,196 $2.31M 0.03% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,974 shares; 2024Q4: 57,979 shares; 2025Q1: 51,833 shares; 2025Q2: 52,252 shares; 2025Q3: 52,027 shares; 2025Q4: 52,036 shares 52,036 $2.31M 0.03% +9 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,657 shares; 2024Q4: 19,339 shares; 2025Q1: 22,772 shares; 2025Q2: 22,378 shares; 2025Q3: 21,283 shares; 2025Q4: 18,511 shares 18,511 $2.31M 0.03% -2,772 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 3,893 shares; 2025Q1: 2,598 shares; 2025Q2: 2,463 shares; 2025Q3: 2,504 shares; 2025Q4: 2,997 shares 2,997 $2.3M 0.03% +493 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 14,103 shares; 2025Q1: 16,126 shares; 2025Q2: 15,837 shares; 2025Q3: 16,197 shares; 2025Q4: 29,918 shares 29,918 $2.29M 0.03% +13,721 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 8,053 shares; 2025Q1: 6,583 shares; 2025Q2: 8,476 shares; 2025Q3: 12,442 shares; 2025Q4: 14,185 shares 14,185 $2.29M 0.03% +1,743 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,454 shares; 2024Q4: 9,534 shares; 2025Q1: 8,821 shares; 2025Q2: 7,280 shares; 2025Q3: 3,858 shares; 2025Q4: 3,736 shares 3,736 $2.29M 0.03% -122 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,163 shares; 2024Q4: 100,301 shares; 2025Q1: 95,965 shares; 2025Q2: 94,324 shares; 2025Q3: 94,655 shares; 2025Q4: 90,110 shares 90,110 $2.28M 0.03% -4,545 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: 14,396 shares; 2024Q4: 14,629 shares; 2025Q1: 7,020 shares; 2025Q2: 3,490 shares; 2025Q3: 4,243 shares; 2025Q4: 6,974 shares 6,974 $2.26M 0.03% +2,731 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,601 shares; 2024Q4: 48,221 shares; 2025Q1: 47,700 shares; 2025Q2: 46,536 shares; 2025Q3: 45,485 shares; 2025Q4: 45,159 shares 45,159 $2.26M 0.03% -326 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,257 shares; 2025Q1: 2,038 shares; 2025Q2: 9,590 shares; 2025Q3: 11,179 shares; 2025Q4: 13,764 shares 13,764 $2.24M 0.03% +2,585 Timeline FTCB 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: 50,829 shares; 2025Q2: 106,465 shares; 2025Q3: 106,718 shares; 2025Q4: 104,821 shares 104,821 $2.23M 0.03% -1,897 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: 19,205 shares; 2025Q3: 18,256 shares; 2025Q4: 16,539 shares 16,539 $2.22M 0.03% -1,717 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: 13,818 shares; 2024Q4: 16,745 shares; 2025Q1: 19,399 shares; 2025Q2: 17,143 shares; 2025Q3: 23,018 shares; 2025Q4: 23,050 shares 23,050 $2.17M 0.02% +32 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: 2,946 shares; 2024Q4: 4,027 shares; 2025Q1: 4,058 shares; 2025Q2: 4,081 shares; 2025Q3: 4,934 shares; 2025Q4: 9,572 shares 9,572 $2.17M 0.02% +4,638 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,975 shares; 2025Q1: 2,458 shares; 2025Q2: 2,339 shares; 2025Q3: 2,752 shares; 2025Q4: 3,754 shares 3,754 $2.15M 0.02% +1,002 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,047 shares; 2025Q1: 7,815 shares; 2025Q2: 7,371 shares; 2025Q3: 5,995 shares; 2025Q4: 7,815 shares 7,815 $2.15M 0.02% +1,820 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,419 shares; 2024Q4: 34,715 shares; 2025Q1: 44,402 shares; 2025Q2: 51,215 shares; 2025Q3: 51,055 shares; 2025Q4: 55,401 shares 55,401 $2.14M 0.02% +4,346 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,633 shares; 2024Q4: 14,992 shares; 2025Q1: 24,762 shares; 2025Q2: 22,984 shares; 2025Q3: 23,078 shares; 2025Q4: 24,039 shares 24,039 $2.13M 0.02% +961 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 9,795 shares; 2025Q1: 38,695 shares; 2025Q2: 38,846 shares; 2025Q3: 47,145 shares; 2025Q4: 44,904 shares 44,904 $2.11M 0.02% -2,241 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: 18,194 shares; 2024Q4: 18,194 shares; 2025Q1: 18,100 shares; 2025Q2: 16,297 shares; 2025Q3: 16,298 shares; 2025Q4: 16,358 shares 16,358 $2.11M 0.02% +60 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 6,655 shares; 2025Q1: 6,049 shares; 2025Q2: 5,943 shares; 2025Q3: 7,913 shares; 2025Q4: 11,572 shares 11,572 $2.11M 0.02% +3,659 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: 124,589 shares; 2024Q4: 108,805 shares; 2025Q1: 110,999 shares; 2025Q2: 70,133 shares; 2025Q3: 66,632 shares; 2025Q4: 70,101 shares 70,101 $2.1M 0.02% +3,469 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 3,945 shares; 2025Q1: 3,553 shares; 2025Q2: 16,008 shares; 2025Q3: 19,227 shares; 2025Q4: 20,378 shares 20,378 $2.09M 0.02% +1,151 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,945 shares; 2025Q3: 50,477 shares; 2025Q4: 47,929 shares 47,929 $2.09M 0.02% -2,548 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,327 shares; 2024Q4: 9,647 shares; 2025Q1: 8,546 shares; 2025Q2: 7,871 shares; 2025Q3: 8,036 shares; 2025Q4: 11,266 shares 11,266 $2.09M 0.02% +3,230 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,689 shares; 2025Q1: 4,835 shares; 2025Q2: 5,449 shares; 2025Q3: 9,959 shares; 2025Q4: 11,753 shares 11,753 $2.08M 0.02% +1,794 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: 15,927 shares; 2024Q4: 15,927 shares; 2025Q1: 14,978 shares; 2025Q2: 14,840 shares; 2025Q3: 15,303 shares; 2025Q4: 14,327 shares 14,327 $2.06M 0.02% -976 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: 4,003 shares; 2024Q4: 5,651 shares; 2025Q1: 8,749 shares; 2025Q2: 7,551 shares; 2025Q3: 9,243 shares; 2025Q4: 10,146 shares 10,146 $2.06M 0.02% +903 Timeline DNL 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: 72,746 shares; 2024Q4: 66,964 shares; 2025Q1: 64,914 shares; 2025Q2: 63,368 shares; 2025Q3: 63,368 shares; 2025Q4: 49,957 shares 49,957 $2.06M 0.02% -13,411 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,727 shares; 2024Q4: 98,743 shares; 2025Q1: 88,861 shares; 2025Q2: 71,806 shares; 2025Q3: not reported; 2025Q4: 32,764 shares 32,764 $2.05M 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,904 shares; 2024Q4: 23,302 shares; 2025Q1: 25,339 shares; 2025Q2: 9,125 shares; 2025Q3: 15,742 shares; 2025Q4: 20,561 shares 20,561 $2.04M 0.02% +4,819 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,932 shares; 2024Q4: 30,098 shares; 2025Q1: 30,872 shares; 2025Q2: 30,403 shares; 2025Q3: 28,207 shares; 2025Q4: 21,372 shares 21,372 $2.04M 0.02% -6,835 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,911 shares; 2025Q1: 201,222 shares; 2025Q2: 199,324 shares; 2025Q3: 200,220 shares; 2025Q4: 116,028 shares 116,028 $2.03M 0.02% -84,192 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 4,733 shares; 2025Q1: 4,576 shares; 2025Q2: 4,855 shares; 2025Q3: 7,011 shares; 2025Q4: 7,010 shares 7,010 $2.02M 0.02% -1 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 4,345 shares; 2025Q1: 4,352 shares; 2025Q2: 4,891 shares; 2025Q3: 4,224 shares; 2025Q4: 6,425 shares 6,425 $1.99M 0.02% +2,201 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: 13,487 shares; 2024Q4: 14,395 shares; 2025Q1: 14,771 shares; 2025Q2: 35,754 shares; 2025Q3: 16,899 shares; 2025Q4: 25,099 shares 25,099 $1.99M 0.02% +8,200 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 803 shares; 2025Q1: 782 shares; 2025Q2: 800 shares; 2025Q3: 1,186 shares; 2025Q4: 1,970 shares 1,970 $1.99M 0.02% +784 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,870 shares; 2024Q4: 16,543 shares; 2025Q1: 15,862 shares; 2025Q2: 14,820 shares; 2025Q3: 19,632 shares; 2025Q4: 18,586 shares 18,586 $1.97M 0.02% -1,046 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 9,547 shares; 2025Q1: 11,195 shares; 2025Q2: 12,587 shares; 2025Q3: 15,345 shares; 2025Q4: 17,158 shares 17,158 $1.97M 0.02% +1,813 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: 15,053 shares; 2024Q4: 7,473 shares; 2025Q1: 10,227 shares; 2025Q2: 12,774 shares; 2025Q3: 23,591 shares; 2025Q4: 36,727 shares 36,727 $1.96M 0.02% +13,136 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,456 shares; 2024Q4: 24,908 shares; 2025Q1: 26,325 shares; 2025Q2: 19,931 shares; 2025Q3: 50,093 shares; 2025Q4: 53,397 shares 53,397 $1.95M 0.02% +3,304 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: 9,921 shares; 2024Q4: 7,520 shares; 2025Q1: 7,404 shares; 2025Q2: 7,617 shares; 2025Q3: 7,652 shares; 2025Q4: 16,325 shares 16,325 $1.95M 0.02% +8,673 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: 4,049 shares; 2024Q4: 6,519 shares; 2025Q1: 4,214 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 10,715 shares 10,715 $1.94M 0.02% +5,059 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,006 shares; 2024Q4: 14,674 shares; 2025Q1: 14,822 shares; 2025Q2: 11,228 shares; 2025Q3: 13,752 shares; 2025Q4: 14,265 shares 14,265 $1.94M 0.02% +513 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,570 shares; 2025Q2: 29,852 shares; 2025Q3: 45,266 shares; 2025Q4: 51,664 shares 51,664 $1.93M 0.02% +6,398 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,699 shares; 2024Q4: 43,169 shares; 2025Q1: 47,253 shares; 2025Q2: 41,588 shares; 2025Q3: 40,430 shares; 2025Q4: 40,592 shares 40,592 $1.92M 0.02% +162 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,149 shares; 2025Q3: 44,998 shares; 2025Q4: 44,998 shares 44,998 $1.91M 0.02% 0 Timeline TDIV 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: 24,850 shares; 2024Q4: 24,649 shares; 2025Q1: 22,210 shares; 2025Q2: 20,127 shares; 2025Q3: 20,139 shares; 2025Q4: 19,733 shares 19,733 $1.91M 0.02% -406 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,496 shares; 2024Q4: 71,232 shares; 2025Q1: 67,274 shares; 2025Q2: 73,951 shares; 2025Q3: 92,749 shares; 2025Q4: 92,762 shares 92,762 $1.91M 0.02% +13 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,319 shares; 2024Q4: 286,789 shares; 2025Q1: 281,957 shares; 2025Q2: 255,399 shares; 2025Q3: 255,488 shares; 2025Q4: 319,426 shares 319,426 $1.9M 0.02% +63,938 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,357 shares; 2024Q4: 9,966 shares; 2025Q1: 9,382 shares; 2025Q2: 13,747 shares; 2025Q3: 11,358 shares; 2025Q4: 10,978 shares 10,978 $1.9M 0.02% -380 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 35,940 shares; 2025Q1: 35,940 shares; 2025Q2: 36,219 shares; 2025Q3: 36,219 shares; 2025Q4: 58,246 shares 58,246 $1.9M 0.02% +22,027 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,469 shares; 2024Q4: 35,289 shares; 2025Q1: 35,763 shares; 2025Q2: 30,484 shares; 2025Q3: 15,174 shares; 2025Q4: 15,073 shares 15,073 $1.9M 0.02% -101 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: 21,939 shares; 2024Q4: 21,508 shares; 2025Q1: 19,850 shares; 2025Q2: 26,763 shares; 2025Q3: 35,387 shares; 2025Q4: 32,439 shares 32,439 $1.89M 0.02% -2,948 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: not reported; 2025Q1: not reported; 2025Q2: 30,735 shares; 2025Q3: 29,217 shares; 2025Q4: 29,306 shares 29,306 $1.89M 0.02% +89 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: 23,822 shares; 2025Q1: 18,242 shares; 2025Q2: 18,045 shares; 2025Q3: 18,045 shares; 2025Q4: 23,114 shares 23,114 $1.87M 0.02% +5,069 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,552 shares; 2024Q4: 33,300 shares; 2025Q1: 48,257 shares; 2025Q2: 56,476 shares; 2025Q3: 55,326 shares; 2025Q4: 66,573 shares 66,573 $1.83M 0.02% +11,247 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: 9,272 shares; 2024Q4: 9,947 shares; 2025Q1: 9,721 shares; 2025Q2: 7,029 shares; 2025Q3: 22,029 shares; 2025Q4: 22,088 shares 22,088 $1.83M 0.02% +59 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,774 shares; 2024Q4: 57,606 shares; 2025Q1: 52,312 shares; 2025Q2: 59,396 shares; 2025Q3: 63,859 shares; 2025Q4: 71,597 shares 71,597 $1.82M 0.02% +7,738 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,060 shares; 2025Q1: 6,228 shares; 2025Q2: 9,562 shares; 2025Q3: 14,746 shares; 2025Q4: 18,618 shares 18,618 $1.82M 0.02% +3,872 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,394 shares; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 7,362 shares; 2025Q4: 11,227 shares 11,227 $1.82M 0.02% +3,865 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 4,093 shares; 2025Q1: 6,069 shares; 2025Q2: 6,282 shares; 2025Q3: 6,132 shares; 2025Q4: 6,947 shares 6,947 $1.81M 0.02% +815 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,839 shares; 2025Q1: 6,110 shares; 2025Q2: 5,984 shares; 2025Q3: 5,665 shares; 2025Q4: 4,221 shares 4,221 $1.81M 0.02% -1,444 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,983 shares; 2024Q4: 98,722 shares; 2025Q1: 3,299 shares; 2025Q2: 2,603 shares; 2025Q3: 3,391 shares; 2025Q4: 5,777 shares 5,777 $1.81M 0.02% +2,386 Timeline FDT 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: 24,921 shares; 2024Q4: 25,176 shares; 2025Q1: 24,943 shares; 2025Q2: 23,027 shares; 2025Q3: 23,053 shares; 2025Q4: 22,683 shares 22,683 $1.8M 0.02% -370 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: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares; 2025Q4: 26,500 shares 26,500 $1.79M 0.02% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,834 shares; 2024Q4: 54,608 shares; 2025Q1: 71,975 shares; 2025Q2: 52,199 shares; 2025Q3: 52,206 shares; 2025Q4: 50,654 shares 50,654 $1.79M 0.02% -1,552 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 3,193 shares; 2025Q1: 4,148 shares; 2025Q2: 8,645 shares; 2025Q3: 10,333 shares; 2025Q4: 12,466 shares 12,466 $1.79M 0.02% +2,133 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 31,164 shares; 2025Q1: 29,854 shares; 2025Q2: 27,781 shares; 2025Q3: 27,873 shares; 2025Q4: 26,388 shares 26,388 $1.79M 0.02% -1,485 Timeline VIOO 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: 16,051 shares; 2024Q4: 16,051 shares; 2025Q1: 16,051 shares; 2025Q2: 16,051 shares; 2025Q3: 16,051 shares; 2025Q4: 16,051 shares 16,051 $1.78M 0.02% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,496 shares; 2024Q4: 32,496 shares; 2025Q1: 32,546 shares; 2025Q2: 31,720 shares; 2025Q3: 31,632 shares; 2025Q4: 31,632 shares 31,632 $1.77M 0.02% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 9,825 shares; 2025Q1: 19,391 shares; 2025Q2: 13,854 shares; 2025Q3: 15,048 shares; 2025Q4: 15,583 shares 15,583 $1.77M 0.02% +535 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,970 shares; 2024Q4: 21,863 shares; 2025Q1: 19,171 shares; 2025Q2: 13,889 shares; 2025Q3: 24,992 shares; 2025Q4: 35,875 shares 35,875 $1.77M 0.02% +10,883 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,310 shares; 2025Q1: 16,850 shares; 2025Q2: 23,363 shares; 2025Q3: 27,238 shares; 2025Q4: 38,769 shares 38,769 $1.76M 0.02% +11,531 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,736 shares; 2024Q4: 20,648 shares; 2025Q1: 24,657 shares; 2025Q2: 28,639 shares; 2025Q3: 20,963 shares; 2025Q4: 20,394 shares 20,394 $1.76M 0.02% -569 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 3,482 shares; 2025Q4: 17,549 shares 17,549 $1.75M 0.02% +14,067 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 20,657 shares; 2025Q1: 21,033 shares; 2025Q2: 21,457 shares; 2025Q3: 22,025 shares; 2025Q4: 22,929 shares 22,929 $1.75M 0.02% +904 Timeline FBT 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: 5,606 shares; 2024Q4: 9,553 shares; 2025Q1: 9,161 shares; 2025Q2: 8,571 shares; 2025Q3: 8,571 shares; 2025Q4: 8,458 shares 8,458 $1.75M 0.02% -113 Timeline MILN 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: 46,096 shares; 2024Q4: 36,789 shares; 2025Q1: 38,034 shares; 2025Q2: 37,682 shares; 2025Q3: 37,560 shares; 2025Q4: 37,200 shares 37,200 $1.75M 0.02% -360 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 4,237 shares; 2025Q1: 3,543 shares; 2025Q2: 3,004 shares; 2025Q3: 8,053 shares; 2025Q4: 8,720 shares 8,720 $1.72M 0.02% +667 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,690 shares; 2025Q1: 10,661 shares; 2025Q2: 2,026 shares; 2025Q3: 1,877 shares; 2025Q4: 5,965 shares 5,965 $1.71M 0.02% +4,088 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest 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: 141,598 shares; 2025Q4: 124,574 shares 124,574 $1.71M 0.02% -17,024 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: 5,840 shares; 2024Q4: 5,012 shares; 2025Q1: 4,836 shares; 2025Q2: 4,627 shares; 2025Q3: 4,662 shares; 2025Q4: 7,841 shares 7,841 $1.7M 0.02% +3,179 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,296 shares; 2024Q4: 24,028 shares; 2025Q1: 26,714 shares; 2025Q2: 24,831 shares; 2025Q3: 24,308 shares; 2025Q4: 18,686 shares 18,686 $1.7M 0.02% -5,622 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: 189,947 shares; 2025Q4: 167,081 shares 167,081 $1.7M 0.02% -22,866 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,090 shares; 2025Q1: 5,652 shares; 2025Q2: 5,535 shares; 2025Q3: 5,604 shares; 2025Q4: 8,103 shares 8,103 $1.69M 0.02% +2,499 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: 1,402 shares; 2024Q4: 1,373 shares; 2025Q1: 1,762 shares; 2025Q2: 1,815 shares; 2025Q3: 3,384 shares; 2025Q4: 4,959 shares 4,959 $1.67M 0.02% +1,575 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 2,890 shares; 2025Q1: 2,877 shares; 2025Q2: 2,835 shares; 2025Q3: 2,974 shares; 2025Q4: 4,286 shares 4,286 $1.67M 0.02% +1,312 Timeline