FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748,811 shares; 2024Q4: 741,009 shares; 2025Q1: 735,256 shares; 2025Q2: 620,754 shares; 2025Q3: 551,524 shares; 2025Q4: 539,430 shares 539,430 $13.4M 0.01% -12,094 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,703 shares; 2025Q1: 7,173 shares; 2025Q2: 9,601 shares; 2025Q3: 226,067 shares; 2025Q4: 300,171 shares 300,171 $13.4M 0.01% +74,104 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: 69,280 shares; 2024Q4: 72,827 shares; 2025Q1: 76,111 shares; 2025Q2: 86,548 shares; 2025Q3: 77,986 shares; 2025Q4: 82,662 shares 82,662 $13.2M 0.01% +4,676 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: 151,284 shares; 2024Q4: 491,650 shares; 2025Q1: 514,188 shares; 2025Q2: 519,812 shares; 2025Q3: 508,988 shares; 2025Q4: 504,530 shares 504,530 $13.2M 0.01% -4,458 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: 57,389 shares; 2024Q4: 63,785 shares; 2025Q1: 60,388 shares; 2025Q2: 66,302 shares; 2025Q3: 162,794 shares; 2025Q4: 240,914 shares 240,914 $13.2M 0.01% +78,120 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: 72,701 shares; 2024Q4: 121,258 shares; 2025Q1: 152,229 shares; 2025Q2: 117,835 shares; 2025Q3: 94,968 shares; 2025Q4: 93,187 shares 93,187 $13.2M 0.01% -1,781 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: 58,672 shares; 2024Q4: 55,275 shares; 2025Q1: 54,180 shares; 2025Q2: 54,773 shares; 2025Q3: 59,538 shares; 2025Q4: 60,007 shares 60,007 $13.2M 0.01% +469 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615,983 shares; 2024Q4: 760,253 shares; 2025Q1: 704,592 shares; 2025Q2: 754,468 shares; 2025Q3: 560,853 shares; 2025Q4: 571,455 shares 571,455 $13.2M 0.01% +10,602 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,772 shares; 2024Q4: 196,723 shares; 2025Q1: 194,928 shares; 2025Q2: 213,021 shares; 2025Q3: 220,461 shares; 2025Q4: 243,597 shares 243,597 $13.1M 0.01% +23,136 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,063 shares; 2025Q3: 219,495 shares; 2025Q4: 330,908 shares 330,908 $13.1M 0.01% +111,413 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: 43,679 shares; 2024Q4: 46,379 shares; 2025Q1: 47,816 shares; 2025Q2: 49,136 shares; 2025Q3: 52,604 shares; 2025Q4: 50,812 shares 50,812 $13.1M 0.01% -1,792 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,504 shares; 2024Q4: 589,330 shares; 2025Q1: 609,996 shares; 2025Q2: 656,302 shares; 2025Q3: 233,182 shares; 2025Q4: 235,001 shares 235,001 $13.1M 0.01% +1,819 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: 182 shares; 2024Q4: 202 shares; 2025Q1: 730 shares; 2025Q2: 2,387 shares; 2025Q3: 19,895 shares; 2025Q4: 260,649 shares 260,649 $12.9M 0.01% +240,754 Timeline VOOV 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: 59,973 shares; 2024Q4: 64,143 shares; 2025Q1: 94,687 shares; 2025Q2: 88,857 shares; 2025Q3: 57,531 shares; 2025Q4: 63,145 shares 63,145 $12.9M 0.01% +5,614 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,051 shares; 2024Q4: 323,554 shares; 2025Q1: 399,333 shares; 2025Q2: 622,564 shares; 2025Q3: 672,483 shares; 2025Q4: 672,861 shares 672,861 $12.9M 0.01% +378 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: 28,042 shares; 2024Q4: 28,311 shares; 2025Q1: 28,365 shares; 2025Q2: 27,388 shares; 2025Q3: 23,599 shares; 2025Q4: 24,950 shares 24,950 $12.7M 0.01% +1,351 Timeline EEMS 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: 157,893 shares; 2024Q4: 154,303 shares; 2025Q1: 154,920 shares; 2025Q2: 173,590 shares; 2025Q3: 183,078 shares; 2025Q4: 188,738 shares 188,738 $12.7M 0.01% +5,660 Timeline JFLX 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: 250,592 shares; 2025Q4: 250,747 shares 250,747 $12.6M 0.01% +155 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: 109,800 shares; 2024Q4: 106,640 shares; 2025Q1: 102,188 shares; 2025Q2: 101,648 shares; 2025Q3: 100,427 shares; 2025Q4: 103,303 shares 103,303 $12.5M 0.01% +2,876 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,410 shares; 2024Q4: 208,883 shares; 2025Q1: 113,937 shares; 2025Q2: 141,448 shares; 2025Q3: 155,440 shares; 2025Q4: 208,314 shares 208,314 $12.4M 0.01% +52,874 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,282 shares; 2024Q4: 482,324 shares; 2025Q1: 318,368 shares; 2025Q2: 337,517 shares; 2025Q3: 344,059 shares; 2025Q4: 365,697 shares 365,697 $12.4M 0.01% +21,638 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 67,635 shares; 2025Q1: 120,662 shares; 2025Q2: 131,640 shares; 2025Q3: 116,651 shares; 2025Q4: 165,393 shares 165,393 $12.2M 0.01% +48,742 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,558 shares; 2024Q4: 74,341 shares; 2025Q1: 62,399 shares; 2025Q2: 56,509 shares; 2025Q3: 91,177 shares; 2025Q4: 86,234 shares 86,234 $12.2M 0.01% -4,943 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,271 shares; 2024Q4: 47,552 shares; 2025Q1: 49,255 shares; 2025Q2: 51,033 shares; 2025Q3: 45,351 shares; 2025Q4: 42,037 shares 42,037 $12.1M 0.01% -3,314 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: 191,604 shares; 2024Q4: 230,193 shares; 2025Q1: 66,843 shares; 2025Q2: 59,564 shares; 2025Q3: 61,436 shares; 2025Q4: 52,638 shares 52,638 $12.1M 0.01% -8,798 Timeline XAR 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: 21,808 shares; 2024Q4: 22,472 shares; 2025Q1: 32,573 shares; 2025Q2: 35,316 shares; 2025Q3: 40,111 shares; 2025Q4: 49,482 shares 49,482 $11.9M 0.01% +9,371 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: 174,201 shares; 2024Q4: 129,964 shares; 2025Q1: 141,491 shares; 2025Q2: 141,734 shares; 2025Q3: 157,752 shares; 2025Q4: 259,040 shares 259,040 $11.9M 0.01% +101,288 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,621 shares; 2024Q4: 73,373 shares; 2025Q1: 67,003 shares; 2025Q2: 65,348 shares; 2025Q3: 102,259 shares; 2025Q4: 166,248 shares 166,248 $11.8M 0.01% +63,989 Timeline BOND 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: 121,971 shares; 2024Q4: 72,242 shares; 2025Q1: 93,012 shares; 2025Q2: 87,074 shares; 2025Q3: 85,054 shares; 2025Q4: 125,862 shares 125,862 $11.7M 0.01% +40,808 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,747 shares; 2024Q4: 15,677 shares; 2025Q1: 59,665 shares; 2025Q2: 168,836 shares; 2025Q3: 88,141 shares; 2025Q4: 103,303 shares 103,303 $11.7M 0.01% +15,162 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: 69,661 shares; 2024Q4: 67,679 shares; 2025Q1: 66,871 shares; 2025Q2: 64,045 shares; 2025Q3: 63,329 shares; 2025Q4: 64,157 shares 64,157 $11.6M 0.01% +828 Timeline AUSF 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: 10,017 shares; 2024Q4: 28,335 shares; 2025Q1: 40,546 shares; 2025Q2: 174,885 shares; 2025Q3: 231,071 shares; 2025Q4: 250,377 shares 250,377 $11.6M 0.01% +19,306 Timeline IBDT 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: 174,580 shares; 2024Q4: 219,602 shares; 2025Q1: 275,892 shares; 2025Q2: 313,069 shares; 2025Q3: 387,225 shares; 2025Q4: 451,331 shares 451,331 $11.5M 0.01% +64,106 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,419 shares; 2024Q4: 91,833 shares; 2025Q1: 80,089 shares; 2025Q2: 83,351 shares; 2025Q3: 90,177 shares; 2025Q4: 91,919 shares 91,919 $11.5M 0.01% +1,742 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,561 shares; 2025Q3: 70,121 shares; 2025Q4: 168,198 shares 168,198 $11.5M 0.01% +98,077 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: 8,542 shares; 2024Q4: 11,347 shares; 2025Q1: 10,935 shares; 2025Q2: 14,809 shares; 2025Q3: 22,330 shares; 2025Q4: 41,400 shares 41,400 $11.4M 0.01% +19,070 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,981 shares; 2024Q4: 153,717 shares; 2025Q1: 224,217 shares; 2025Q2: 131,076 shares; 2025Q3: 128,194 shares; 2025Q4: 152,345 shares 152,345 $11.3M 0.01% +24,151 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: 130,243 shares; 2024Q4: 66,698 shares; 2025Q1: 69,922 shares; 2025Q2: 72,715 shares; 2025Q3: 77,300 shares; 2025Q4: 77,097 shares 77,097 $11.3M 0.01% -203 Timeline ROBT 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: 254,806 shares; 2024Q4: 261,982 shares; 2025Q1: 275,582 shares; 2025Q2: 255,055 shares; 2025Q3: 214,928 shares; 2025Q4: 217,292 shares 217,292 $11.3M 0.01% +2,364 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,465 shares; 2025Q4: 533,368 shares 533,368 $11.3M 0.01% +520,903 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: 79,960 shares; 2024Q4: 86,359 shares; 2025Q1: 82,590 shares; 2025Q2: 89,670 shares; 2025Q3: 88,822 shares; 2025Q4: 91,149 shares 91,149 $11.2M 0.01% +2,327 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,146 shares; 2024Q4: 320,542 shares; 2025Q1: 383,535 shares; 2025Q2: 450,748 shares; 2025Q3: 281,714 shares; 2025Q4: 291,738 shares 291,738 $11.2M 0.01% +10,024 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: 36,694 shares; 2024Q4: 35,211 shares; 2025Q1: 76,308 shares; 2025Q2: 48,107 shares; 2025Q3: 47,165 shares; 2025Q4: 53,693 shares 53,693 $11.2M 0.01% +6,528 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,724 shares; 2024Q4: 67,749 shares; 2025Q1: 65,201 shares; 2025Q2: 49,450 shares; 2025Q3: 48,063 shares; 2025Q4: 48,534 shares 48,534 $11.2M 0.01% +471 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: 174,881 shares; 2024Q4: 163,350 shares; 2025Q1: 147,318 shares; 2025Q2: 145,253 shares; 2025Q3: 135,995 shares; 2025Q4: 132,324 shares 132,324 $11.1M 0.01% -3,671 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: 21,713 shares; 2024Q4: 21,670 shares; 2025Q1: 27,467 shares; 2025Q2: 86,295 shares; 2025Q3: 93,533 shares; 2025Q4: 94,736 shares 94,736 $11.1M 0.01% +1,203 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,970 shares; 2025Q1: 306,312 shares; 2025Q2: 404,723 shares; 2025Q3: 464,919 shares; 2025Q4: 309,294 shares 309,294 $11.1M 0.01% -155,625 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: 151,309 shares; 2024Q4: 166,256 shares; 2025Q1: 173,859 shares; 2025Q2: 183,347 shares; 2025Q3: 184,336 shares; 2025Q4: 184,826 shares 184,826 $11.1M 0.01% +490 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: 29,012 shares; 2024Q4: 28,365 shares; 2025Q1: 28,518 shares; 2025Q2: 28,844 shares; 2025Q3: 32,195 shares; 2025Q4: 35,355 shares 35,355 $11M 0.01% +3,160 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 11,417 shares; 2025Q1: 12,486 shares; 2025Q2: 13,355 shares; 2025Q3: 64,341 shares; 2025Q4: 53,522 shares 53,522 $11M 0.01% -10,819 Timeline BOTZ 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: 139,403 shares; 2024Q4: 146,108 shares; 2025Q1: 205,261 shares; 2025Q2: 285,015 shares; 2025Q3: 293,346 shares; 2025Q4: 303,139 shares 303,139 $11M 0.01% +9,793 Timeline SCHC 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: 169,177 shares; 2024Q4: 194,007 shares; 2025Q1: 197,351 shares; 2025Q2: 223,394 shares; 2025Q3: 234,577 shares; 2025Q4: 239,896 shares 239,896 $10.9M 0.01% +5,319 Timeline IBDU 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: 192,782 shares; 2024Q4: 234,991 shares; 2025Q1: 305,658 shares; 2025Q2: 347,748 shares; 2025Q3: 390,755 shares; 2025Q4: 466,026 shares 466,026 $10.9M 0.01% +75,271 Timeline BBRE 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: 82,354 shares; 2024Q4: 89,325 shares; 2025Q1: 97,138 shares; 2025Q2: 105,817 shares; 2025Q3: 111,686 shares; 2025Q4: 117,730 shares 117,730 $10.9M 0.01% +6,044 Timeline DON 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: 212,718 shares; 2024Q4: 178,829 shares; 2025Q1: 205,513 shares; 2025Q2: 201,613 shares; 2025Q3: 203,384 shares; 2025Q4: 211,129 shares 211,129 $10.9M 0.01% +7,745 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,788 shares; 2024Q4: 221,498 shares; 2025Q1: 207,572 shares; 2025Q2: 179,419 shares; 2025Q3: 205,165 shares; 2025Q4: 210,930 shares 210,930 $10.8M 0.01% +5,765 Timeline IGLB 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: 231,237 shares; 2024Q4: 170,692 shares; 2025Q1: 158,973 shares; 2025Q2: 196,210 shares; 2025Q3: 205,767 shares; 2025Q4: 213,574 shares 213,574 $10.8M 0.01% +7,807 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,357 shares; 2024Q4: 353,633 shares; 2025Q1: 333,025 shares; 2025Q2: 359,937 shares; 2025Q3: 311,174 shares; 2025Q4: 205,897 shares 205,897 $10.8M 0.01% -105,277 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198,361 shares; 2025Q4: 329,862 shares 329,862 $10.7M 0.01% +131,501 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,242 shares; 2024Q4: 183,249 shares; 2025Q1: 195,032 shares; 2025Q2: 131,735 shares; 2025Q3: 113,958 shares; 2025Q4: 210,737 shares 210,737 $10.6M 0.01% +96,779 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: 55,815 shares; 2024Q4: 87,426 shares; 2025Q1: 99,537 shares; 2025Q2: 110,217 shares; 2025Q3: 110,595 shares; 2025Q4: 108,590 shares 108,590 $10.6M 0.01% -2,005 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: 223,211 shares; 2024Q4: 241,117 shares; 2025Q1: 245,625 shares; 2025Q2: 324,421 shares; 2025Q3: 332,474 shares; 2025Q4: 386,064 shares 386,064 $10.6M 0.01% +53,590 Timeline ACWV 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: 83,185 shares; 2024Q4: 83,419 shares; 2025Q1: 77,432 shares; 2025Q2: 88,855 shares; 2025Q3: 87,793 shares; 2025Q4: 89,232 shares 89,232 $10.6M 0.01% +1,439 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,770 shares; 2024Q4: 160,666 shares; 2025Q1: 172,804 shares; 2025Q2: 195,084 shares; 2025Q3: 176,974 shares; 2025Q4: 166,078 shares 166,078 $10.6M 0.01% -10,896 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 9,877 shares; 2025Q1: 8,833 shares; 2025Q2: 111,135 shares; 2025Q3: 111,745 shares; 2025Q4: 115,842 shares 115,842 $10.6M 0.01% +4,097 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: 132,224 shares; 2024Q4: 164,473 shares; 2025Q1: 191,623 shares; 2025Q2: 157,815 shares; 2025Q3: 151,237 shares; 2025Q4: 130,029 shares 130,029 $10.5M 0.01% -21,208 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,426 shares; 2025Q1: 22,143 shares; 2025Q2: 21,849 shares; 2025Q3: 22,577 shares; 2025Q4: 23,518 shares 23,518 $10.5M 0.01% +941 JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,704 shares; 2024Q4: 149,682 shares; 2025Q1: 163,771 shares; 2025Q2: 190,340 shares; 2025Q3: 192,642 shares; 2025Q4: 207,636 shares 207,636 $10.4M 0.01% +14,994 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: 15,649 shares; 2024Q4: 15,042 shares; 2025Q1: 15,640 shares; 2025Q2: 15,276 shares; 2025Q3: 21,380 shares; 2025Q4: 67,112 shares 67,112 $10.4M 0.01% +45,732 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,475 shares; 2024Q4: 66,816 shares; 2025Q1: 71,150 shares; 2025Q2: 69,330 shares; 2025Q3: 67,620 shares; 2025Q4: 67,428 shares 67,428 $10.4M 0.01% -192 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,184 shares; 2025Q1: 93,013 shares; 2025Q2: 174,999 shares; 2025Q3: 192,311 shares; 2025Q4: 207,477 shares 207,477 $10.3M 0.01% +15,166 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,013 shares; 2024Q4: 18,924 shares; 2025Q1: 47,482 shares; 2025Q2: 37,659 shares; 2025Q3: 42,499 shares; 2025Q4: 54,962 shares 54,962 $10.2M 0.01% +12,463 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: 229,238 shares; 2024Q4: 212,111 shares; 2025Q1: 229,324 shares; 2025Q2: 124,448 shares; 2025Q3: 129,543 shares; 2025Q4: 128,605 shares 128,605 $10.2M 0.01% -938 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,916 shares; 2024Q4: 715,438 shares; 2025Q1: 625,540 shares; 2025Q2: 623,275 shares; 2025Q3: 701,876 shares; 2025Q4: 453,175 shares 453,175 $10.2M 0.01% -248,701 Timeline GRPM 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: 177,846 shares; 2024Q4: 182,101 shares; 2025Q1: 187,372 shares; 2025Q2: 129,346 shares; 2025Q3: 115,594 shares; 2025Q4: 84,722 shares 84,722 $10.2M 0.01% -30,872 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 35,800 shares; 2025Q1: 58,236 shares; 2025Q2: 53,842 shares; 2025Q3: 61,710 shares; 2025Q4: 81,342 shares 81,342 $10.1M 0.01% +19,632 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: 24,697 shares; 2024Q4: 69,599 shares; 2025Q1: 74,360 shares; 2025Q2: 47,055 shares; 2025Q3: 52,018 shares; 2025Q4: 62,255 shares 62,255 $10M 0.01% +10,237 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,655 shares; 2024Q4: 256,624 shares; 2025Q1: 256,826 shares; 2025Q2: 277,197 shares; 2025Q3: 294,593 shares; 2025Q4: 313,260 shares 313,260 $10M 0.01% +18,667 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: 24,331 shares; 2024Q4: 25,478 shares; 2025Q1: 24,612 shares; 2025Q2: 26,037 shares; 2025Q3: 31,030 shares; 2025Q4: 34,602 shares 34,602 $10M 0.01% +3,572 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,232 shares; 2024Q4: 414,612 shares; 2025Q1: 438,363 shares; 2025Q2: 469,248 shares; 2025Q3: 468,589 shares; 2025Q4: 510,793 shares 510,793 $10M 0.01% +42,204 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,947 shares; 2024Q4: 83,128 shares; 2025Q1: 82,598 shares; 2025Q2: 92,718 shares; 2025Q3: 84,863 shares; 2025Q4: 90,404 shares 90,404 $9.97M 0.01% +5,541 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,370 shares; 2024Q4: 41,462 shares; 2025Q1: 29,072 shares; 2025Q2: 23,624 shares; 2025Q3: 17,100 shares; 2025Q4: 588,486 shares 588,486 $9.96M 0.01% +571,386 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,477 shares; 2024Q4: 47,315 shares; 2025Q1: 81,646 shares; 2025Q2: 91,382 shares; 2025Q3: 89,687 shares; 2025Q4: 93,693 shares 93,693 $9.75M 0.01% +4,006 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: 40,294 shares; 2024Q4: 41,569 shares; 2025Q1: 52,308 shares; 2025Q2: 59,621 shares; 2025Q3: 68,934 shares; 2025Q4: 75,337 shares 75,337 $9.6M 0.01% +6,403 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: 5,299 shares; 2024Q4: 18,601 shares; 2025Q1: 328,486 shares; 2025Q2: 68,982 shares; 2025Q3: 69,783 shares; 2025Q4: 70,695 shares 70,695 $9.59M 0.01% +912 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,159 shares; 2024Q4: 83,916 shares; 2025Q1: 90,468 shares; 2025Q2: 72,003 shares; 2025Q3: 362,375 shares; 2025Q4: 371,719 shares 371,719 $9.57M 0.01% +9,344 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: 14,561 shares; 2024Q4: 13,908 shares; 2025Q1: 14,677 shares; 2025Q2: 15,861 shares; 2025Q3: 22,237 shares; 2025Q4: 28,324 shares 28,324 $9.57M 0.01% +6,087 Timeline XMVM 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: 18,314 shares; 2024Q4: 21,088 shares; 2025Q1: 80,309 shares; 2025Q2: 120,871 shares; 2025Q3: 129,761 shares; 2025Q4: 148,670 shares 148,670 $9.54M 0.01% +18,909 Timeline DEM 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: 437,015 shares; 2024Q4: 355,324 shares; 2025Q1: 372,210 shares; 2025Q2: 372,478 shares; 2025Q3: 366,478 shares; 2025Q4: 203,247 shares 203,247 $9.49M 0.01% -163,231 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,731 shares; 2025Q2: 116,354 shares; 2025Q3: 147,522 shares; 2025Q4: 357,693 shares 357,693 $9.42M 0.01% +210,171 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: 266,523 shares; 2024Q4: 245,366 shares; 2025Q1: 226,725 shares; 2025Q2: 230,148 shares; 2025Q3: 241,403 shares; 2025Q4: 255,261 shares 255,261 $9.42M 0.01% +13,858 Timeline FV 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: 11,769 shares; 2024Q4: 7,566 shares; 2025Q1: 7,702 shares; 2025Q2: 129,940 shares; 2025Q3: 139,075 shares; 2025Q4: 149,665 shares 149,665 $9.42M 0.01% +10,590 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,056 shares; 2024Q4: 16,376 shares; 2025Q1: 17,683 shares; 2025Q2: 20,825 shares; 2025Q3: 16,038 shares; 2025Q4: 16,470 shares 16,470 $9.39M 0.01% +432 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,007 shares; 2024Q4: 37,404 shares; 2025Q1: 47,748 shares; 2025Q2: 56,553 shares; 2025Q3: 69,271 shares; 2025Q4: 73,315 shares 73,315 $9.24M 0.01% +4,044 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,875 shares; 2024Q4: 82,202 shares; 2025Q1: 82,757 shares; 2025Q2: 68,253 shares; 2025Q3: 66,848 shares; 2025Q4: 66,182 shares 66,182 $9.22M 0.01% -666 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,525 shares; 2024Q4: 32,802 shares; 2025Q1: 36,709 shares; 2025Q2: 108,714 shares; 2025Q3: 114,979 shares; 2025Q4: 124,567 shares 124,567 $9.2M 0.01% +9,588 Timeline PKW 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: 28,231 shares; 2024Q4: 23,521 shares; 2025Q1: 28,309 shares; 2025Q2: 65,199 shares; 2025Q3: 64,974 shares; 2025Q4: 68,412 shares 68,412 $9.19M 0.01% +3,438 Timeline PXF 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: 152,088 shares; 2024Q4: 153,553 shares; 2025Q1: 152,920 shares; 2025Q2: 146,563 shares; 2025Q3: 145,784 shares; 2025Q4: 140,175 shares 140,175 $9.19M 0.01% -5,609 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: 24,595 shares; 2024Q4: 24,420 shares; 2025Q1: 20,935 shares; 2025Q2: 20,585 shares; 2025Q3: 21,030 shares; 2025Q4: 21,458 shares 21,458 $9.15M 0.01% +428 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,738 shares; 2025Q2: 60,461 shares; 2025Q3: 64,170 shares; 2025Q4: 111,818 shares 111,818 $9.06M 0.01% +47,648 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 3,765 shares; 2025Q1: 3,793 shares; 2025Q2: 7,223 shares; 2025Q3: 43,152 shares; 2025Q4: 97,794 shares 97,794 $9.05M 0.01% +54,642 Timeline SMIN 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: 158,768 shares; 2024Q4: 165,151 shares; 2025Q1: 203,505 shares; 2025Q2: 209,027 shares; 2025Q3: 202,323 shares; 2025Q4: 128,612 shares 128,612 $8.99M 0.01% -73,711 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,942 shares; 2024Q4: 9,092 shares; 2025Q1: 12,089 shares; 2025Q2: 14,375 shares; 2025Q3: 17,000 shares; 2025Q4: 21,220 shares 21,220 $8.96M 0.01% +4,220 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 18,397 shares; 2025Q1: 19,119 shares; 2025Q2: 20,029 shares; 2025Q3: 34,322 shares; 2025Q4: 43,054 shares 43,054 $8.95M 0.01% +8,732 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: 286,397 shares; 2024Q4: 295,741 shares; 2025Q1: 320,203 shares; 2025Q2: 342,569 shares; 2025Q3: 348,929 shares; 2025Q4: 70,541 shares 70,541 $8.88M 0.01% -278,388 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: 438,233 shares; 2024Q4: 376,456 shares; 2025Q1: 403,391 shares; 2025Q2: 186,142 shares; 2025Q3: 189,146 shares; 2025Q4: 174,408 shares 174,408 $8.87M 0.01% -14,738 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,398 shares; 2024Q4: 112,804 shares; 2025Q1: 116,977 shares; 2025Q2: 204,523 shares; 2025Q3: 201,735 shares; 2025Q4: 200,738 shares 200,738 $8.85M 0.01% -997 Timeline SLQD 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: 36,851 shares; 2024Q4: 39,368 shares; 2025Q1: 43,318 shares; 2025Q2: 160,747 shares; 2025Q3: 167,740 shares; 2025Q4: 173,068 shares 173,068 $8.77M 0.01% +5,328 Timeline HYMB 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: 82,328 shares; 2024Q4: 171,416 shares; 2025Q1: 91,970 shares; 2025Q2: 162,305 shares; 2025Q3: 189,195 shares; 2025Q4: 349,463 shares 349,463 $8.72M 0.01% +160,268 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: 70,942 shares; 2024Q4: 65,889 shares; 2025Q1: 66,597 shares; 2025Q2: 66,544 shares; 2025Q3: 64,498 shares; 2025Q4: 63,109 shares 63,109 $8.7M 0.01% -1,389 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,842 shares; 2024Q4: 118,966 shares; 2025Q1: 135,223 shares; 2025Q2: 137,592 shares; 2025Q3: 149,665 shares; 2025Q4: 168,199 shares 168,199 $8.59M 0.01% +18,534 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: 113,587 shares; 2024Q4: 237,293 shares; 2025Q1: 266,173 shares; 2025Q2: 274,268 shares; 2025Q3: 289,718 shares; 2025Q4: 314,672 shares 314,672 $8.56M 0.01% +24,954 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,125 shares; 2024Q4: 111,198 shares; 2025Q1: 113,344 shares; 2025Q2: 127,041 shares; 2025Q3: 118,675 shares; 2025Q4: 80,905 shares 80,905 $8.55M 0.01% -37,770 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: 30,210 shares; 2024Q4: 30,342 shares; 2025Q1: 30,406 shares; 2025Q2: 29,853 shares; 2025Q3: 29,799 shares; 2025Q4: 31,397 shares 31,397 $8.51M 0.01% +1,598 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: 76,973 shares; 2024Q4: 79,204 shares; 2025Q1: 77,465 shares; 2025Q2: 79,266 shares; 2025Q3: 93,050 shares; 2025Q4: 96,802 shares 96,802 $8.48M 0.01% +3,752 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,747 shares; 2024Q4: 122,256 shares; 2025Q1: 119,556 shares; 2025Q2: 139,282 shares; 2025Q3: 159,508 shares; 2025Q4: 171,590 shares 171,590 $8.37M 0.01% +12,082 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945,124 shares 945,124 $8.35M 0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,050 shares; 2024Q4: 318,157 shares; 2025Q1: 373,502 shares; 2025Q2: 153,044 shares; 2025Q3: 138,055 shares; 2025Q4: 87,058 shares 87,058 $8.29M 0.01% -50,997 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,705 shares; 2024Q4: 26,983 shares; 2025Q1: 28,358 shares; 2025Q2: 93,385 shares; 2025Q3: 165,596 shares; 2025Q4: 144,079 shares 144,079 $8.28M 0.01% -21,517 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,272 shares; 2025Q1: 5,437 shares; 2025Q2: 45,676 shares; 2025Q3: 67,885 shares; 2025Q4: 81,511 shares 81,511 $8.28M 0.01% +13,626 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,051 shares; 2024Q4: 121,600 shares; 2025Q1: 124,439 shares; 2025Q2: 131,652 shares; 2025Q3: 149,116 shares; 2025Q4: 172,746 shares 172,746 $8.26M 0.01% +23,630 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 39,773 shares; 2025Q1: 74,878 shares; 2025Q2: 187,758 shares; 2025Q3: 234,047 shares; 2025Q4: 248,239 shares 248,239 $8.21M 0.01% +14,192 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,573 shares 281,573 $8.12M 0.01% new Timeline CMF 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: 276,106 shares; 2024Q4: 741,353 shares; 2025Q1: 119,897 shares; 2025Q2: 87,919 shares; 2025Q3: 120,961 shares; 2025Q4: 141,313 shares 141,313 $8.12M 0.01% +20,352 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,834 shares; 2024Q4: 216,379 shares; 2025Q1: 241,034 shares; 2025Q2: 251,030 shares; 2025Q3: 277,107 shares; 2025Q4: 310,788 shares 310,788 $8.08M 0.01% +33,681 Timeline IVOV 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: 115,248 shares; 2024Q4: 116,841 shares; 2025Q1: 129,352 shares; 2025Q2: 90,120 shares; 2025Q3: 79,549 shares; 2025Q4: 79,893 shares 79,893 $8.07M 0.01% +344 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,576 shares; 2024Q4: 46,842 shares; 2025Q1: 51,180 shares; 2025Q2: 50,321 shares; 2025Q3: 47,458 shares; 2025Q4: 97,338 shares 97,338 $8.01M 0.01% +49,880 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,951 shares; 2024Q4: 271,175 shares; 2025Q1: 68,028 shares; 2025Q2: 59,218 shares; 2025Q3: 54,209 shares; 2025Q4: 55,531 shares 55,531 $8.01M 0.01% +1,322 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: not reported; 2024Q4: not reported; 2025Q1: 5,151 shares; 2025Q2: 16,649 shares; 2025Q3: 47,699 shares; 2025Q4: 172,209 shares 172,209 $7.97M 0.01% +124,510 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 2,017 shares; 2025Q3: 172,108 shares; 2025Q4: 186,439 shares 186,439 $7.94M 0.01% +14,331 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,914 shares; 2024Q4: 49,864 shares; 2025Q1: 59,736 shares; 2025Q2: 85,735 shares; 2025Q3: 96,720 shares; 2025Q4: 103,502 shares 103,502 $7.94M 0.01% +6,782 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: 96,387 shares; 2024Q4: 86,147 shares; 2025Q1: 83,509 shares; 2025Q2: 81,628 shares; 2025Q3: 83,387 shares; 2025Q4: 86,207 shares 86,207 $7.92M 0.01% +2,820 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,109 shares; 2024Q4: 35,942 shares; 2025Q1: 49,803 shares; 2025Q2: 54,298 shares; 2025Q3: 61,384 shares; 2025Q4: 72,331 shares 72,331 $7.91M 0.01% +10,947 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,664 shares; 2024Q4: 57,525 shares; 2025Q1: 128,646 shares; 2025Q2: 189,225 shares; 2025Q3: 198,566 shares; 2025Q4: 204,264 shares 204,264 $7.88M <0.01% +5,698 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: 20,171 shares; 2024Q4: 22,099 shares; 2025Q1: 28,224 shares; 2025Q2: 19,607 shares; 2025Q3: 23,564 shares; 2025Q4: 28,561 shares 28,561 $7.86M <0.01% +4,997 Timeline IBMO 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: 245,588 shares; 2024Q4: 271,376 shares; 2025Q1: 268,783 shares; 2025Q2: 287,385 shares; 2025Q3: 285,963 shares; 2025Q4: 305,626 shares 305,626 $7.84M <0.01% +19,663 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,850 shares; 2024Q4: 33,603 shares; 2025Q1: 34,445 shares; 2025Q2: 35,735 shares; 2025Q3: 37,464 shares; 2025Q4: 36,875 shares 36,875 $7.81M <0.01% -589 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: 46,846 shares; 2024Q4: 47,147 shares; 2025Q1: 46,091 shares; 2025Q2: 46,273 shares; 2025Q3: 46,647 shares; 2025Q4: 44,463 shares 44,463 $7.81M <0.01% -2,184 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,977 shares; 2024Q4: 375,306 shares; 2025Q1: 375,577 shares; 2025Q2: 413,196 shares; 2025Q3: 422,220 shares; 2025Q4: 413,933 shares 413,933 $7.77M <0.01% -8,287 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,085 shares; 2024Q4: 213,102 shares; 2025Q1: 47,208 shares; 2025Q2: 43,609 shares; 2025Q3: 38,881 shares; 2025Q4: 37,207 shares 37,207 $7.72M <0.01% -1,674 Timeline FIXD 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: 155,260 shares; 2024Q4: 155,746 shares; 2025Q1: 166,052 shares; 2025Q2: 164,783 shares; 2025Q3: 167,396 shares; 2025Q4: 172,832 shares 172,832 $7.66M <0.01% +5,436 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: 8,359 shares; 2024Q4: 10,341 shares; 2025Q1: 9,008 shares; 2025Q2: 8,928 shares; 2025Q3: 8,639 shares; 2025Q4: 9,327 shares 9,327 $7.65M <0.01% +688 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,030 shares; 2024Q4: 100,143 shares; 2025Q1: 99,369 shares; 2025Q2: 99,759 shares; 2025Q3: 100,462 shares; 2025Q4: 101,246 shares 101,246 $7.51M <0.01% +784 Timeline IBMQ 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: 138,561 shares; 2024Q4: 164,039 shares; 2025Q1: 164,348 shares; 2025Q2: 185,252 shares; 2025Q3: 289,818 shares; 2025Q4: 292,818 shares 292,818 $7.49M <0.01% +3,000 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,527 shares; 2024Q4: 81,984 shares; 2025Q1: 121,771 shares; 2025Q2: 124,228 shares; 2025Q3: 100,107 shares; 2025Q4: 149,747 shares 149,747 $7.47M <0.01% +49,640 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,649 shares; 2024Q4: 45,770 shares; 2025Q1: 48,719 shares; 2025Q2: 51,686 shares; 2025Q3: 65,757 shares; 2025Q4: 140,185 shares 140,185 $7.41M <0.01% +74,428 Timeline ZROZ 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: 79,544 shares; 2024Q4: 84,574 shares; 2025Q1: 83,945 shares; 2025Q2: 88,274 shares; 2025Q3: 101,762 shares; 2025Q4: 114,415 shares 114,415 $7.35M <0.01% +12,653 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: 38,581 shares; 2024Q4: 40,675 shares; 2025Q1: 40,385 shares; 2025Q2: 40,015 shares; 2025Q3: 41,997 shares; 2025Q4: 35,218 shares 35,218 $7.35M <0.01% -6,779 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: 6,954 shares; 2024Q4: 11,309 shares; 2025Q1: 11,995 shares; 2025Q2: 12,488 shares; 2025Q3: 28,379 shares; 2025Q4: 47,230 shares 47,230 $7.33M <0.01% +18,851 Timeline IBDV 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: 60,364 shares; 2024Q4: 94,879 shares; 2025Q1: 187,819 shares; 2025Q2: 232,043 shares; 2025Q3: 268,380 shares; 2025Q4: 329,418 shares 329,418 $7.27M <0.01% +61,038 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: 9,109 shares; 2024Q4: 8,079 shares; 2025Q1: 13,045 shares; 2025Q2: 14,758 shares; 2025Q3: 14,279 shares; 2025Q4: 15,524 shares 15,524 $7.25M <0.01% +1,245 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,646 shares; 2024Q4: 342,267 shares; 2025Q1: 213,953 shares; 2025Q2: 136,883 shares; 2025Q3: 129,191 shares; 2025Q4: 118,480 shares 118,480 $7.24M <0.01% -10,711 Timeline JNK 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: 48,986 shares; 2024Q4: 51,612 shares; 2025Q1: 58,756 shares; 2025Q2: 53,688 shares; 2025Q3: 65,742 shares; 2025Q4: 74,136 shares 74,136 $7.21M <0.01% +8,394 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 144 shares; 2025Q1: 118 shares; 2025Q2: 35,080 shares; 2025Q3: 111,204 shares; 2025Q4: 137,471 shares 137,471 $7.2M <0.01% +26,267 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: 10,097 shares; 2024Q4: 14,026 shares; 2025Q1: 27,588 shares; 2025Q2: 43,522 shares; 2025Q3: 47,402 shares; 2025Q4: 49,050 shares 49,050 $7.1M <0.01% +1,648 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,686 shares; 2024Q4: 69,729 shares; 2025Q1: 81,405 shares; 2025Q2: 88,487 shares; 2025Q3: 97,229 shares; 2025Q4: 104,051 shares 104,051 $7.1M <0.01% +6,822 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,109 shares; 2024Q4: 49,303 shares; 2025Q1: 48,826 shares; 2025Q2: 56,059 shares; 2025Q3: 62,602 shares; 2025Q4: 67,432 shares 67,432 $7.08M <0.01% +4,830 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: 32,732 shares; 2024Q4: 32,029 shares; 2025Q1: 31,614 shares; 2025Q2: 38,316 shares; 2025Q3: 41,114 shares; 2025Q4: 38,130 shares 38,130 $7.07M <0.01% -2,984 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,268 shares; 2024Q4: 78,171 shares; 2025Q1: 86,476 shares; 2025Q2: 84,345 shares; 2025Q3: 96,717 shares; 2025Q4: 87,646 shares 87,646 $7.07M <0.01% -9,071 Timeline JAVA 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: 27 shares; 2024Q4: 839 shares; 2025Q1: 4,533 shares; 2025Q2: 14,208 shares; 2025Q3: 93,353 shares; 2025Q4: 98,110 shares 98,110 $7.04M <0.01% +4,757 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,227 shares; 2024Q4: 21,588 shares; 2025Q1: 21,242 shares; 2025Q2: 24,401 shares; 2025Q3: 25,852 shares; 2025Q4: 27,113 shares 27,113 $7.04M <0.01% +1,261 Timeline IBDW 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: 137,314 shares; 2024Q4: 142,891 shares; 2025Q1: 170,101 shares; 2025Q2: 169,110 shares; 2025Q3: 247,578 shares; 2025Q4: 332,282 shares 332,282 $7.03M <0.01% +84,704 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,721 shares; 2024Q4: 16,722 shares; 2025Q1: 16,124 shares; 2025Q2: 14,920 shares; 2025Q3: 15,039 shares; 2025Q4: 18,031 shares 18,031 $7.02M <0.01% +2,992 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,812 shares; 2024Q4: 37,209 shares; 2025Q1: 47,282 shares; 2025Q2: 44,616 shares; 2025Q3: 50,655 shares; 2025Q4: 57,615 shares 57,615 $7.01M <0.01% +6,960 Timeline VIOG 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: 42,136 shares; 2024Q4: 47,094 shares; 2025Q1: 37,799 shares; 2025Q2: 31,245 shares; 2025Q3: 45,171 shares; 2025Q4: 57,794 shares 57,794 $7.01M <0.01% +12,623 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,406 shares; 2024Q4: 268,193 shares; 2025Q1: 184,077 shares; 2025Q2: 172,339 shares; 2025Q3: 90,335 shares; 2025Q4: 90,873 shares 90,873 $6.99M <0.01% +538 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,408 shares; 2024Q4: 58,542 shares; 2025Q1: 58,573 shares; 2025Q2: 56,331 shares; 2025Q3: 54,380 shares; 2025Q4: 60,537 shares 60,537 $6.98M <0.01% +6,157 Timeline JPEF 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: 59,939 shares; 2024Q4: 72,759 shares; 2025Q1: 82,903 shares; 2025Q2: 69,335 shares; 2025Q3: 78,159 shares; 2025Q4: 93,254 shares 93,254 $6.96M <0.01% +15,095 Timeline IQDG 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: 3,736 shares; 2024Q4: 3,977 shares; 2025Q1: 4,261 shares; 2025Q2: 94,114 shares; 2025Q3: 145,489 shares; 2025Q4: 167,240 shares 167,240 $6.94M <0.01% +21,751 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,570 shares; 2024Q4: 125,181 shares; 2025Q1: 207,953 shares; 2025Q2: 110,244 shares; 2025Q3: 126,372 shares; 2025Q4: 168,505 shares 168,505 $6.88M <0.01% +42,133 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,501 shares; 2024Q4: 203,528 shares; 2025Q1: 218,329 shares; 2025Q2: 253,695 shares; 2025Q3: 259,461 shares; 2025Q4: 270,571 shares 270,571 $6.87M <0.01% +11,110 Timeline ONEY 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: 53,628 shares; 2024Q4: 56,102 shares; 2025Q1: 59,251 shares; 2025Q2: 58,027 shares; 2025Q3: 64,070 shares; 2025Q4: 60,250 shares 60,250 $6.84M <0.01% -3,820 Timeline PKB 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: 37,249 shares; 2024Q4: 61,414 shares; 2025Q1: 58,243 shares; 2025Q2: 52,542 shares; 2025Q3: 64,467 shares; 2025Q4: 73,650 shares 73,650 $6.82M <0.01% +9,183 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,195 shares; 2024Q4: 481,024 shares; 2025Q1: 419,706 shares; 2025Q2: 307,825 shares; 2025Q3: 164,394 shares; 2025Q4: 97,697 shares 97,697 $6.79M <0.01% -66,697 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,418 shares; 2024Q4: 929,042 shares; 2025Q1: 714,670 shares; 2025Q2: 764,289 shares; 2025Q3: 220,612 shares; 2025Q4: 183,222 shares 183,222 $6.78M <0.01% -37,390 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: 54,522 shares; 2024Q4: 49,744 shares; 2025Q1: 50,253 shares; 2025Q2: 50,647 shares; 2025Q3: 48,643 shares; 2025Q4: 52,756 shares 52,756 $6.73M <0.01% +4,113 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: 40,540 shares; 2024Q4: 40,335 shares; 2025Q1: 35,511 shares; 2025Q2: 32,949 shares; 2025Q3: 32,776 shares; 2025Q4: 36,371 shares 36,371 $6.73M <0.01% +3,595 Timeline FTHI 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: 81,637 shares; 2024Q4: 98,384 shares; 2025Q1: 86,487 shares; 2025Q2: 88,302 shares; 2025Q3: 256,482 shares; 2025Q4: 284,415 shares 284,415 $6.72M <0.01% +27,933 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,509 shares; 2024Q4: 94,813 shares; 2025Q1: 87,423 shares; 2025Q2: 92,747 shares; 2025Q3: 110,400 shares; 2025Q4: 119,160 shares 119,160 $6.72M <0.01% +8,760 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: 125,062 shares; 2024Q4: 89,520 shares; 2025Q1: 82,174 shares; 2025Q2: 97,319 shares; 2025Q3: 111,253 shares; 2025Q4: 114,501 shares 114,501 $6.68M <0.01% +3,248 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,505 shares; 2024Q4: 58,505 shares; 2025Q1: 64,012 shares; 2025Q2: 69,529 shares; 2025Q3: 64,715 shares; 2025Q4: 68,654 shares 68,654 $6.67M <0.01% +3,939 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,891 shares; 2024Q4: 208,530 shares; 2025Q1: 191,435 shares; 2025Q2: 199,655 shares; 2025Q3: 211,009 shares; 2025Q4: 145,232 shares 145,232 $6.66M <0.01% -65,777 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,154 shares; 2024Q4: 69,247 shares; 2025Q1: 114,705 shares; 2025Q2: 142,841 shares; 2025Q3: 98,652 shares; 2025Q4: 82,886 shares 82,886 $6.66M <0.01% -15,766 Timeline JHSC 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: 134,582 shares; 2024Q4: 139,774 shares; 2025Q1: 143,739 shares; 2025Q2: 150,389 shares; 2025Q3: 153,697 shares; 2025Q4: 157,843 shares 157,843 $6.63M <0.01% +4,146 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,459 shares; 2025Q1: 68,853 shares; 2025Q2: 66,631 shares; 2025Q3: 61,618 shares; 2025Q4: 55,784 shares 55,784 $6.62M <0.01% -5,834 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: 397,067 shares; 2024Q4: 381,419 shares; 2025Q1: 362,372 shares; 2025Q2: 363,145 shares; 2025Q3: 275,391 shares; 2025Q4: 220,938 shares 220,938 $6.6M <0.01% -54,453 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,957 shares; 2024Q4: 79,793 shares; 2025Q1: 87,859 shares; 2025Q2: 96,226 shares; 2025Q3: 109,311 shares; 2025Q4: 111,637 shares 111,637 $6.6M <0.01% +2,326 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,485 shares; 2024Q4: 335,656 shares; 2025Q1: 335,176 shares; 2025Q2: 350,661 shares; 2025Q3: 393,699 shares; 2025Q4: 279,716 shares 279,716 $6.54M <0.01% -113,983 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: 28,166 shares; 2024Q4: 27,975 shares; 2025Q1: 27,976 shares; 2025Q2: 29,449 shares; 2025Q3: 26,027 shares; 2025Q4: 22,612 shares 22,612 $6.53M <0.01% -3,415 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,356 shares; 2024Q4: 34,840 shares; 2025Q1: 38,489 shares; 2025Q2: 38,909 shares; 2025Q3: 39,036 shares; 2025Q4: 40,010 shares 40,010 $6.51M <0.01% +974 Timeline CGW 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: 54,003 shares; 2024Q4: 55,671 shares; 2025Q1: 64,393 shares; 2025Q2: 72,704 shares; 2025Q3: 82,055 shares; 2025Q4: 102,368 shares 102,368 $6.45M <0.01% +20,313 Timeline HEZU 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: 210,338 shares; 2024Q4: 204,191 shares; 2025Q1: 150,559 shares; 2025Q2: 148,252 shares; 2025Q3: 146,494 shares; 2025Q4: 146,978 shares 146,978 $6.43M <0.01% +484 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 11,684 shares; 2025Q1: 13,342 shares; 2025Q2: 17,792 shares; 2025Q3: 57,913 shares; 2025Q4: 54,396 shares 54,396 $6.4M <0.01% -3,517 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,146 shares; 2024Q4: 23,536 shares; 2025Q1: 27,351 shares; 2025Q2: 30,078 shares; 2025Q3: 38,798 shares; 2025Q4: 46,012 shares 46,012 $6.39M <0.01% +7,214 Timeline VNQI 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: 71,572 shares; 2024Q4: 64,745 shares; 2025Q1: 59,855 shares; 2025Q2: 102,713 shares; 2025Q3: 105,114 shares; 2025Q4: 139,405 shares 139,405 $6.39M <0.01% +34,291 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 602 shares; 2025Q1: 464 shares; 2025Q2: 4,754 shares; 2025Q3: 87,038 shares; 2025Q4: 95,886 shares 95,886 $6.37M <0.01% +8,848 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,688 shares; 2024Q4: 25,908 shares; 2025Q1: 110,690 shares; 2025Q2: 230,572 shares; 2025Q3: 194,066 shares; 2025Q4: 205,257 shares 205,257 $6.31M <0.01% +11,191 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,119 shares; 2024Q4: 156,846 shares; 2025Q1: 537,069 shares; 2025Q2: 147,072 shares; 2025Q3: 241,989 shares; 2025Q4: 248,924 shares 248,924 $6.3M <0.01% +6,935 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: 87,947 shares; 2024Q4: 92,771 shares; 2025Q1: 110,140 shares; 2025Q2: 146,833 shares; 2025Q3: 143,150 shares; 2025Q4: 116,306 shares 116,306 $6.29M <0.01% -26,844 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,872 shares; 2024Q4: 32,548 shares; 2025Q1: 51,904 shares; 2025Q2: 34,209 shares; 2025Q3: 50,811 shares; 2025Q4: 73,396 shares 73,396 $6.28M <0.01% +22,585 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,064 shares; 2024Q4: 99,824 shares; 2025Q1: 96,722 shares; 2025Q2: 85,016 shares; 2025Q3: 85,003 shares; 2025Q4: 87,631 shares 87,631 $6.28M <0.01% +2,628 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: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 3,822 shares; 2025Q3: 33,297 shares; 2025Q4: 91,873 shares 91,873 $6.21M <0.01% +58,576 Timeline XSVM 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: 93,998 shares; 2024Q4: 97,709 shares; 2025Q1: 104,874 shares; 2025Q2: 103,380 shares; 2025Q3: 95,189 shares; 2025Q4: 108,321 shares 108,321 $6.19M <0.01% +13,132 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 79,336 shares 79,336 $6.17M <0.01% new Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,049 shares; 2024Q4: 123,255 shares; 2025Q1: 118,225 shares; 2025Q2: 104,291 shares; 2025Q3: 102,082 shares; 2025Q4: 98,259 shares 98,259 $6.14M <0.01% -3,823 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,195 shares; 2025Q4: 239,778 shares 239,778 $6.11M <0.01% +188,583 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 24,187 shares; 2025Q1: 29,948 shares; 2025Q2: 49,910 shares; 2025Q3: 44,863 shares; 2025Q4: 47,182 shares 47,182 $6.09M <0.01% +2,319 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: 27,959 shares; 2024Q4: 25,518 shares; 2025Q1: 24,189 shares; 2025Q2: 23,424 shares; 2025Q3: 24,107 shares; 2025Q4: 24,705 shares 24,705 $6.08M <0.01% +598 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: 30,340 shares; 2024Q4: 27,063 shares; 2025Q1: 28,457 shares; 2025Q2: 29,706 shares; 2025Q3: 30,869 shares; 2025Q4: 32,234 shares 32,234 $6.06M <0.01% +1,365 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 26,885 shares; 2025Q1: 32,143 shares; 2025Q2: 101,390 shares; 2025Q3: 115,677 shares; 2025Q4: 133,721 shares 133,721 $6.02M <0.01% +18,044 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: 126,994 shares; 2024Q4: 126,620 shares; 2025Q1: 133,045 shares; 2025Q2: 75,839 shares; 2025Q3: 81,283 shares; 2025Q4: 73,936 shares 73,936 $6.01M <0.01% -7,347 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,836 shares; 2024Q4: 45,189 shares; 2025Q1: 43,853 shares; 2025Q2: 45,969 shares; 2025Q3: 202,555 shares; 2025Q4: 208,313 shares 208,313 $6.01M <0.01% +5,758 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,784 shares; 2024Q4: 366,912 shares; 2025Q1: 366,820 shares; 2025Q2: 405,800 shares; 2025Q3: 527,208 shares; 2025Q4: 455,296 shares 455,296 $5.97M <0.01% -71,912 Timeline PID 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: 227,635 shares; 2024Q4: 255,149 shares; 2025Q1: 253,666 shares; 2025Q2: 254,266 shares; 2025Q3: 268,068 shares; 2025Q4: 269,716 shares 269,716 $5.93M <0.01% +1,648 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,479 shares; 2024Q4: 49,467 shares; 2025Q1: 42,595 shares; 2025Q2: 66,130 shares; 2025Q3: 68,395 shares; 2025Q4: 71,570 shares 71,570 $5.92M <0.01% +3,175 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,231 shares; 2024Q4: 30,274 shares; 2025Q1: 31,681 shares; 2025Q2: 34,721 shares; 2025Q3: 37,591 shares; 2025Q4: 37,042 shares 37,042 $5.92M <0.01% -549 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,153 shares; 2024Q4: 96,680 shares; 2025Q1: 95,964 shares; 2025Q2: 88,367 shares; 2025Q3: 86,342 shares; 2025Q4: 85,187 shares 85,187 $5.9M <0.01% -1,155 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,869 shares; 2024Q4: 26,501 shares; 2025Q1: 26,028 shares; 2025Q2: 26,501 shares; 2025Q3: 25,973 shares; 2025Q4: 78,050 shares 78,050 $5.9M <0.01% +52,077 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,834 shares; 2025Q2: 148,330 shares; 2025Q3: 152,046 shares; 2025Q4: 153,505 shares 153,505 $5.9M <0.01% +1,459 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: 49,917 shares; 2024Q4: 50,780 shares; 2025Q1: 63,511 shares; 2025Q2: 59,218 shares; 2025Q3: 66,278 shares; 2025Q4: 74,378 shares 74,378 $5.85M <0.01% +8,100 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 78,339 shares; 2025Q1: 64,977 shares; 2025Q2: 41,619 shares; 2025Q3: 90,331 shares; 2025Q4: 56,800 shares 56,800 $5.8M <0.01% -33,531 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: 28,741 shares; 2024Q4: 23,252 shares; 2025Q1: 17,950 shares; 2025Q2: 17,166 shares; 2025Q3: 14,415 shares; 2025Q4: 14,880 shares 14,880 $5.79M <0.01% +465 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: 20,622 shares; 2024Q4: 23,567 shares; 2025Q1: 23,645 shares; 2025Q2: 24,976 shares; 2025Q3: 23,173 shares; 2025Q4: 37,380 shares 37,380 $5.78M <0.01% +14,207 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 9,402 shares; 2025Q1: 4,541 shares; 2025Q2: 62,280 shares; 2025Q3: 61,687 shares; 2025Q4: 167,284 shares 167,284 $5.76M <0.01% +105,597 Timeline RDIV 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: 230,096 shares; 2024Q4: 228,351 shares; 2025Q1: 188,840 shares; 2025Q2: 161,039 shares; 2025Q3: 121,087 shares; 2025Q4: 110,420 shares 110,420 $5.75M <0.01% -10,667 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 17 shares; 2025Q3: 6,955 shares; 2025Q4: 54,965 shares 54,965 $5.74M <0.01% +48,010 Timeline PSCT 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: 17,320 shares; 2024Q4: 71,398 shares; 2025Q1: 18,768 shares; 2025Q2: 33,659 shares; 2025Q3: 92,585 shares; 2025Q4: 101,328 shares 101,328 $5.74M <0.01% +8,743 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,475 shares; 2024Q4: 48,411 shares; 2025Q1: 49,006 shares; 2025Q2: 50,334 shares; 2025Q3: 48,609 shares; 2025Q4: 56,531 shares 56,531 $5.7M <0.01% +7,922 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,420 shares 230,420 $5.7M <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,975 shares; 2024Q4: 48,215 shares; 2025Q1: 48,956 shares; 2025Q2: 51,417 shares; 2025Q3: 48,186 shares; 2025Q4: 52,000 shares 52,000 $5.69M <0.01% +3,814 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 9,317 shares; 2025Q1: 10,101 shares; 2025Q2: 78,218 shares; 2025Q3: 83,603 shares; 2025Q4: 86,933 shares 86,933 $5.68M <0.01% +3,330 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: 102,953 shares; 2024Q4: 104,329 shares; 2025Q1: 98,497 shares; 2025Q2: 103,046 shares; 2025Q3: 104,599 shares; 2025Q4: 103,790 shares 103,790 $5.59M <0.01% -809 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: 5,166 shares; 2024Q4: 5,933 shares; 2025Q1: 6,300 shares; 2025Q2: 7,735 shares; 2025Q3: 24,544 shares; 2025Q4: 46,205 shares 46,205 $5.52M <0.01% +21,661 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 25,009 shares; 2025Q1: 26,873 shares; 2025Q2: 28,732 shares; 2025Q3: 30,359 shares; 2025Q4: 66,989 shares 66,989 $5.51M <0.01% +36,630 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,332 shares; 2024Q4: 42,469 shares; 2025Q1: 103,597 shares; 2025Q2: 126,726 shares; 2025Q3: 90,901 shares; 2025Q4: 109,587 shares 109,587 $5.51M <0.01% +18,686 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,028 shares; 2024Q4: 53,081 shares; 2025Q1: 54,772 shares; 2025Q2: 60,230 shares; 2025Q3: 64,388 shares; 2025Q4: 65,941 shares 65,941 $5.47M <0.01% +1,553 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,146 shares; 2025Q1: 9,028 shares; 2025Q2: 9,784 shares; 2025Q3: 9,968 shares; 2025Q4: 10,265 shares 10,265 $5.47M <0.01% +297 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: 22,036 shares; 2024Q4: 24,695 shares; 2025Q1: 26,418 shares; 2025Q2: 26,054 shares; 2025Q3: 28,091 shares; 2025Q4: 29,370 shares 29,370 $5.45M <0.01% +1,279 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: 39,623 shares; 2024Q4: 42,419 shares; 2025Q1: 44,085 shares; 2025Q2: 43,637 shares; 2025Q3: 43,575 shares; 2025Q4: 45,420 shares 45,420 $5.44M <0.01% +1,845 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 32,876 shares; 2025Q1: 41,663 shares; 2025Q2: 52,349 shares; 2025Q3: 54,392 shares; 2025Q4: 53,062 shares 53,062 $5.43M <0.01% -1,330 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 74,753 shares; 2025Q4: 102,633 shares 102,633 $5.43M <0.01% +27,880 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,665 shares; 2024Q4: 34,397 shares; 2025Q1: 41,175 shares; 2025Q2: 49,672 shares; 2025Q3: 55,669 shares; 2025Q4: 67,010 shares 67,010 $5.43M <0.01% +11,341 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,235 shares; 2025Q1: 3,696 shares; 2025Q2: 5,682 shares; 2025Q3: 12,781 shares; 2025Q4: 14,603 shares 14,603 $5.38M <0.01% +1,822 Timeline CORP 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: 47,223 shares; 2024Q4: 46,751 shares; 2025Q1: 19,479 shares; 2025Q2: 17,721 shares; 2025Q3: 17,586 shares; 2025Q4: 54,897 shares 54,897 $5.37M <0.01% +37,311 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 5,154 shares; 2025Q1: 4,702 shares; 2025Q2: 4,231 shares; 2025Q3: 23,686 shares; 2025Q4: 27,654 shares 27,654 $5.35M <0.01% +3,968 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,769 shares; 2024Q4: 421,769 shares; 2025Q1: 421,769 shares; 2025Q2: 421,769 shares; 2025Q3: 422,137 shares; 2025Q4: 421,784 shares 421,784 $5.34M <0.01% -353 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,990 shares; 2024Q4: 34,882 shares; 2025Q1: 36,979 shares; 2025Q2: 38,570 shares; 2025Q3: 42,359 shares; 2025Q4: 47,322 shares 47,322 $5.34M <0.01% +4,963 Timeline VRP 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: 89,145 shares; 2024Q4: 105,322 shares; 2025Q1: 122,384 shares; 2025Q2: 146,993 shares; 2025Q3: 170,265 shares; 2025Q4: 219,234 shares 219,234 $5.33M <0.01% +48,969 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,700 shares; 2024Q4: 174,224 shares; 2025Q1: 157,473 shares; 2025Q2: 184,355 shares; 2025Q3: 237,140 shares; 2025Q4: 238,378 shares 238,378 $5.33M <0.01% +1,238 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: 382,640 shares; 2024Q4: 99,865 shares; 2025Q1: 50,759 shares; 2025Q2: 79,890 shares; 2025Q3: 85,911 shares; 2025Q4: 88,889 shares 88,889 $5.33M <0.01% +2,978 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: 62,729 shares; 2024Q4: 78,446 shares; 2025Q1: 90,854 shares; 2025Q2: 84,570 shares; 2025Q3: 123,487 shares; 2025Q4: 108,402 shares 108,402 $5.32M <0.01% -15,085 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,011 shares; 2024Q4: 60,812 shares; 2025Q1: 62,978 shares; 2025Q2: 68,094 shares; 2025Q3: 80,164 shares; 2025Q4: 128,572 shares 128,572 $5.28M <0.01% +48,408 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,718 shares; 2025Q1: 12,842 shares; 2025Q2: 12,699 shares; 2025Q3: 12,187 shares; 2025Q4: 11,843 shares 11,843 $5.27M <0.01% -344 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: 57,923 shares; 2024Q4: 74,774 shares; 2025Q1: 97,880 shares; 2025Q2: 113,584 shares; 2025Q3: 128,437 shares; 2025Q4: 155,450 shares 155,450 $5.26M <0.01% +27,013 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: 23,821 shares; 2024Q4: 21,791 shares; 2025Q1: 22,247 shares; 2025Q2: 23,245 shares; 2025Q3: 23,769 shares; 2025Q4: 21,282 shares 21,282 $5.26M <0.01% -2,487 Timeline IHF 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: 72,084 shares; 2024Q4: 61,845 shares; 2025Q1: 55,590 shares; 2025Q2: 54,171 shares; 2025Q3: 79,568 shares; 2025Q4: 109,446 shares 109,446 $5.25M <0.01% +29,878 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: 103,269 shares; 2024Q4: 20,564 shares; 2025Q1: 89,037 shares; 2025Q2: 51,393 shares; 2025Q3: 58,071 shares; 2025Q4: 52,460 shares 52,460 $5.24M <0.01% -5,611 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 13,909 shares; 2025Q1: 13,762 shares; 2025Q2: 15,876 shares; 2025Q3: 17,072 shares; 2025Q4: 18,358 shares 18,358 $5.24M <0.01% +1,286 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,183 shares; 2024Q4: 15,290 shares; 2025Q1: 14,991 shares; 2025Q2: 50,345 shares; 2025Q3: 55,351 shares; 2025Q4: 57,134 shares 57,134 $5.22M <0.01% +1,783 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,197 shares; 2024Q4: 121,292 shares; 2025Q1: 117,864 shares; 2025Q2: 126,495 shares; 2025Q3: 117,204 shares; 2025Q4: 120,268 shares 120,268 $5.2M <0.01% +3,064 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,643 shares; 2024Q4: 209,642 shares; 2025Q1: 211,491 shares; 2025Q2: 196,915 shares; 2025Q3: 235,345 shares; 2025Q4: 246,560 shares 246,560 $5.18M <0.01% +11,215 Timeline BUG 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: 99,445 shares; 2024Q4: 114,236 shares; 2025Q1: 109,802 shares; 2025Q2: 114,077 shares; 2025Q3: 120,372 shares; 2025Q4: 169,529 shares 169,529 $5.16M <0.01% +49,157 Timeline JVAL 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: 80,950 shares; 2024Q4: 73,705 shares; 2025Q1: 74,046 shares; 2025Q2: 76,784 shares; 2025Q3: 80,932 shares; 2025Q4: 104,835 shares 104,835 $5.15M <0.01% +23,903 Timeline OUSM 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: 55,133 shares; 2024Q4: 62,882 shares; 2025Q1: 74,447 shares; 2025Q2: 110,166 shares; 2025Q3: 118,580 shares; 2025Q4: 117,314 shares 117,314 $5.13M <0.01% -1,266 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,335 shares; 2024Q4: 159,178 shares; 2025Q1: 38,651 shares; 2025Q2: 43,013 shares; 2025Q3: 46,250 shares; 2025Q4: 48,456 shares 48,456 $5.11M <0.01% +2,206 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 11,422 shares; 2025Q1: 11,300 shares; 2025Q2: 10,764 shares; 2025Q3: 11,717 shares; 2025Q4: 10,841 shares 10,841 $5.09M <0.01% -876 Timeline JHML 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: 79,700 shares; 2024Q4: 75,990 shares; 2025Q1: 74,891 shares; 2025Q2: 70,935 shares; 2025Q3: 68,160 shares; 2025Q4: 63,535 shares 63,535 $5.07M <0.01% -4,625 Timeline XMLV 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: 85,837 shares; 2024Q4: 84,871 shares; 2025Q1: 76,795 shares; 2025Q2: 81,746 shares; 2025Q3: 76,026 shares; 2025Q4: 81,088 shares 81,088 $5.06M <0.01% +5,062 Timeline IBTJ 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: 132,318 shares; 2024Q4: 145,025 shares; 2025Q1: 137,243 shares; 2025Q2: 144,344 shares; 2025Q3: 200,624 shares; 2025Q4: 230,042 shares 230,042 $5.05M <0.01% +29,418 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 76,101 shares; 2025Q1: 98,812 shares; 2025Q2: 189,278 shares; 2025Q3: 201,722 shares; 2025Q4: 219,517 shares 219,517 $5.03M <0.01% +17,795 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,785 shares; 2024Q4: 132,025 shares; 2025Q1: 154,594 shares; 2025Q2: 155,562 shares; 2025Q3: 158,532 shares; 2025Q4: 116,865 shares 116,865 $5.01M <0.01% -41,667 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: 44,068 shares; 2024Q4: 44,457 shares; 2025Q1: 45,198 shares; 2025Q2: 46,047 shares; 2025Q3: 46,015 shares; 2025Q4: 44,654 shares 44,654 $5.01M <0.01% -1,361 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,792 shares; 2024Q4: 102,769 shares; 2025Q1: 114,368 shares; 2025Q2: 108,277 shares; 2025Q3: 106,147 shares; 2025Q4: 106,945 shares 106,945 $4.98M <0.01% +798 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,948 shares; 2024Q4: 50,153 shares; 2025Q1: 94,799 shares; 2025Q2: 46,002 shares; 2025Q3: 56,008 shares; 2025Q4: 57,979 shares 57,979 $4.94M <0.01% +1,971 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: 180,257 shares; 2024Q4: 218,594 shares; 2025Q1: 257,618 shares; 2025Q2: 236,613 shares; 2025Q3: 254,105 shares; 2025Q4: 299,110 shares 299,110 $4.93M <0.01% +45,005 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: 12,216 shares; 2024Q4: 13,060 shares; 2025Q1: 6,472 shares; 2025Q2: 6,738 shares; 2025Q3: 5,825 shares; 2025Q4: 6,086 shares 6,086 $4.92M <0.01% +261 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,381 shares; 2024Q4: 37,034 shares; 2025Q1: 96,733 shares; 2025Q2: 121,455 shares; 2025Q3: 126,993 shares; 2025Q4: 129,255 shares 129,255 $4.91M <0.01% +2,262 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: 955,843 shares; 2024Q4: 957,808 shares; 2025Q1: 217,275 shares; 2025Q2: 120,494 shares; 2025Q3: 103,952 shares; 2025Q4: 95,710 shares 95,710 $4.86M <0.01% -8,242 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: 64,043 shares; 2024Q4: 55,892 shares; 2025Q1: 56,125 shares; 2025Q2: 61,779 shares; 2025Q3: 59,214 shares; 2025Q4: 60,556 shares 60,556 $4.81M <0.01% +1,342 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: 845 shares; 2024Q4: 865 shares; 2025Q1: 833 shares; 2025Q2: 853 shares; 2025Q3: 869 shares; 2025Q4: 896 shares 896 $4.8M <0.01% +27 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 30,036 shares; 2025Q1: 37,898 shares; 2025Q2: 49,235 shares; 2025Q3: 55,296 shares; 2025Q4: 65,126 shares 65,126 $4.8M <0.01% +9,830 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,306 shares; 2024Q4: 35,248 shares; 2025Q1: 35,467 shares; 2025Q2: 36,003 shares; 2025Q3: 37,854 shares; 2025Q4: 37,094 shares 37,094 $4.79M <0.01% -760 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: 39,462 shares; 2025Q1: 44,181 shares; 2025Q2: 53,096 shares; 2025Q3: 56,096 shares; 2025Q4: 77,890 shares 77,890 $4.78M <0.01% +21,794 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: 50,581 shares; 2024Q4: 50,875 shares; 2025Q1: 59,102 shares; 2025Q2: 55,248 shares; 2025Q3: 52,337 shares; 2025Q4: 48,131 shares 48,131 $4.77M <0.01% -4,206 Timeline IAT 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: 192,256 shares; 2024Q4: 113,815 shares; 2025Q1: 85,181 shares; 2025Q2: 81,688 shares; 2025Q3: 84,819 shares; 2025Q4: 86,276 shares 86,276 $4.76M <0.01% +1,457 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743,877 shares; 2024Q4: 707,254 shares; 2025Q1: 52,306 shares; 2025Q2: 57,407 shares; 2025Q3: 60,306 shares; 2025Q4: 66,210 shares 66,210 $4.75M <0.01% +5,904 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,126 shares; 2024Q4: 55,950 shares; 2025Q1: 55,250 shares; 2025Q2: 53,576 shares; 2025Q3: 55,511 shares; 2025Q4: 55,869 shares 55,869 $4.73M <0.01% +358 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: 23,323 shares; 2025Q1: 30,267 shares; 2025Q2: 40,110 shares; 2025Q3: 42,708 shares; 2025Q4: 43,568 shares 43,568 $4.72M <0.01% +860 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,046 shares; 2024Q4: 233,931 shares; 2025Q1: 210,070 shares; 2025Q2: 177,285 shares; 2025Q3: 132,798 shares; 2025Q4: 128,227 shares 128,227 $4.7M <0.01% -4,571 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: 5,060 shares; 2024Q4: 4,781 shares; 2025Q1: 3,161 shares; 2025Q2: 3,695 shares; 2025Q3: 4,257 shares; 2025Q4: 25,731 shares 25,731 $4.64M <0.01% +21,474 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,926 shares; 2024Q4: 31,110 shares; 2025Q1: 32,345 shares; 2025Q2: 48,252 shares; 2025Q3: 46,111 shares; 2025Q4: 50,220 shares 50,220 $4.64M <0.01% +4,109 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: 71,306 shares; 2024Q4: 68,370 shares; 2025Q1: 64,883 shares; 2025Q2: 62,754 shares; 2025Q3: 62,203 shares; 2025Q4: 66,782 shares 66,782 $4.63M <0.01% +4,579 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: 142,728 shares; 2024Q4: 145,147 shares; 2025Q1: 144,919 shares; 2025Q2: 99,173 shares; 2025Q3: 104,490 shares; 2025Q4: 135,781 shares 135,781 $4.62M <0.01% +31,291 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 171,657 shares; 2025Q1: 188,273 shares; 2025Q2: 198,068 shares; 2025Q3: 212,803 shares; 2025Q4: 215,295 shares 215,295 $4.62M <0.01% +2,492 Timeline KRE 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: 18,293 shares; 2024Q4: 17,427 shares; 2025Q1: 17,553 shares; 2025Q2: 15,622 shares; 2025Q3: 73,240 shares; 2025Q4: 71,265 shares 71,265 $4.62M <0.01% -1,975 Timeline USMF 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: 9,855 shares; 2024Q4: 9,841 shares; 2025Q1: 14,326 shares; 2025Q2: 96,506 shares; 2025Q3: 98,416 shares; 2025Q4: 89,980 shares 89,980 $4.61M <0.01% -8,436 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: 21,735 shares; 2024Q4: 23,207 shares; 2025Q1: 21,694 shares; 2025Q2: 20,711 shares; 2025Q3: 17,498 shares; 2025Q4: 13,069 shares 13,069 $4.61M <0.01% -4,429 Timeline FALN 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: 25,780 shares; 2024Q4: 27,973 shares; 2025Q1: 35,389 shares; 2025Q2: 29,448 shares; 2025Q3: 27,816 shares; 2025Q4: 168,477 shares 168,477 $4.6M <0.01% +140,661 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: 1,677 shares; 2024Q4: 1,730 shares; 2025Q1: 6,973 shares; 2025Q2: 6,927 shares; 2025Q3: 13,319 shares; 2025Q4: 54,153 shares 54,153 $4.56M <0.01% +40,834 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,056 shares; 2025Q2: 12,180 shares; 2025Q3: 5,509 shares; 2025Q4: 27,130 shares 27,130 $4.52M <0.01% +21,621 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: 48,682 shares; 2024Q4: 13,073 shares; 2025Q1: 12,828 shares; 2025Q2: 14,779 shares; 2025Q3: 14,278 shares; 2025Q4: 14,458 shares 14,458 $4.52M <0.01% +180 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,184 shares; 2024Q4: 22,179 shares; 2025Q1: 21,177 shares; 2025Q2: 20,701 shares; 2025Q3: 20,252 shares; 2025Q4: 26,351 shares 26,351 $4.49M <0.01% +6,099 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: 101,160 shares; 2024Q4: 93,414 shares; 2025Q1: 102,893 shares; 2025Q2: 120,663 shares; 2025Q3: 116,680 shares; 2025Q4: 129,285 shares 129,285 $4.49M <0.01% +12,605 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 176,104 shares; 2025Q1: 193,307 shares; 2025Q2: 202,047 shares; 2025Q3: 214,497 shares; 2025Q4: 214,658 shares 214,658 $4.48M <0.01% +161 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: 11,314 shares; 2024Q4: 12,579 shares; 2025Q1: 13,165 shares; 2025Q2: 33,968 shares; 2025Q3: 16,087 shares; 2025Q4: 18,406 shares 18,406 $4.47M <0.01% +2,319 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: 37,973 shares; 2024Q4: 49,734 shares; 2025Q1: 57,598 shares; 2025Q2: 65,233 shares; 2025Q3: 70,624 shares; 2025Q4: 73,662 shares 73,662 $4.43M <0.01% +3,038 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,496 shares; 2024Q4: 20,253 shares; 2025Q1: 20,563 shares; 2025Q2: 24,976 shares; 2025Q3: 37,607 shares; 2025Q4: 53,018 shares 53,018 $4.42M <0.01% +15,411 Timeline SCHP 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: 173,430 shares; 2024Q4: 27,155 shares; 2025Q1: 130,987 shares; 2025Q2: 137,007 shares; 2025Q3: 158,844 shares; 2025Q4: 166,935 shares 166,935 $4.42M <0.01% +8,091 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: 3,963 shares; 2024Q4: 4,043 shares; 2025Q1: 5,667 shares; 2025Q2: 6,697 shares; 2025Q3: 7,361 shares; 2025Q4: 7,684 shares 7,684 $4.41M <0.01% +323 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 3,096 shares; 2025Q1: 66,993 shares; 2025Q2: 79,977 shares; 2025Q3: 85,734 shares; 2025Q4: 90,966 shares 90,966 $4.4M <0.01% +5,232 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 174,831 shares; 2025Q1: 191,542 shares; 2025Q2: 194,085 shares; 2025Q3: 204,247 shares; 2025Q4: 208,957 shares 208,957 $4.39M <0.01% +4,710 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: 14,439 shares; 2024Q4: 14,007 shares; 2025Q1: 13,241 shares; 2025Q2: 16,699 shares; 2025Q3: 15,358 shares; 2025Q4: 14,120 shares 14,120 $4.38M <0.01% -1,238 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 10,538 shares; 2025Q1: 9,840 shares; 2025Q2: 10,770 shares; 2025Q3: 14,763 shares; 2025Q4: 13,913 shares 13,913 $4.38M <0.01% -850 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,495 shares; 2024Q4: 102,477 shares; 2025Q1: 157,914 shares; 2025Q2: 115,951 shares; 2025Q3: 121,000 shares; 2025Q4: 114,069 shares 114,069 $4.38M <0.01% -6,931 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,649 shares; 2024Q4: 61,968 shares; 2025Q1: 38,717 shares; 2025Q2: 64,828 shares; 2025Q3: 104,363 shares; 2025Q4: 87,025 shares 87,025 $4.37M <0.01% -17,338 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,384 shares; 2024Q4: 42,541 shares; 2025Q1: 49,509 shares; 2025Q2: 38,822 shares; 2025Q3: 40,122 shares; 2025Q4: 46,394 shares 46,394 $4.37M <0.01% +6,272 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,912 shares; 2024Q4: 26,779 shares; 2025Q1: 26,566 shares; 2025Q2: 25,614 shares; 2025Q3: 24,137 shares; 2025Q4: 20,526 shares 20,526 $4.32M <0.01% -3,611 Timeline NANR 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: 34,276 shares; 2024Q4: 37,972 shares; 2025Q1: 49,454 shares; 2025Q2: 60,390 shares; 2025Q3: 64,230 shares; 2025Q4: 63,683 shares 63,683 $4.32M <0.01% -547 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,679 shares 88,679 $4.29M <0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,924 shares; 2024Q4: 145,076 shares; 2025Q1: 129,668 shares; 2025Q2: 137,223 shares; 2025Q3: 126,068 shares; 2025Q4: 84,927 shares 84,927 $4.29M <0.01% -41,141 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,894 shares; 2024Q4: 78,894 shares; 2025Q1: 78,894 shares; 2025Q2: 78,894 shares; 2025Q3: 58,894 shares; 2025Q4: 48,894 shares 48,894 $4.27M <0.01% -10,000 Timeline DOL 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: 98,382 shares; 2024Q4: 106,920 shares; 2025Q1: 115,248 shares; 2025Q2: 120,462 shares; 2025Q3: 121,415 shares; 2025Q4: 64,835 shares 64,835 $4.27M <0.01% -56,580 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,088 shares; 2024Q4: 58,267 shares; 2025Q1: 55,972 shares; 2025Q2: 59,964 shares; 2025Q3: 57,198 shares; 2025Q4: 54,012 shares 54,012 $4.27M <0.01% -3,186 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: 41,028 shares; 2024Q4: 44,189 shares; 2025Q1: 49,913 shares; 2025Q2: 55,032 shares; 2025Q3: 47,722 shares; 2025Q4: 53,256 shares 53,256 $4.26M <0.01% +5,534 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,159 shares; 2024Q4: 22,115 shares; 2025Q1: 19,332 shares; 2025Q2: 22,830 shares; 2025Q3: 26,346 shares; 2025Q4: 29,937 shares 29,937 $4.26M <0.01% +3,591 Timeline FIW 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: 31,337 shares; 2024Q4: 32,911 shares; 2025Q1: 34,024 shares; 2025Q2: 35,032 shares; 2025Q3: 36,499 shares; 2025Q4: 39,087 shares 39,087 $4.25M <0.01% +2,588 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,547 shares 110,547 $4.24M <0.01% new Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,301 shares; 2024Q4: 85,494 shares; 2025Q1: 79,347 shares; 2025Q2: 78,407 shares; 2025Q3: 80,811 shares; 2025Q4: 104,911 shares 104,911 $4.23M <0.01% +24,100 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,492 shares; 2024Q4: 36,525 shares; 2025Q1: 40,476 shares; 2025Q2: 816 shares; 2025Q3: 822 shares; 2025Q4: 39,336 shares 39,336 $4.23M <0.01% +38,514 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: 18,859 shares; 2024Q4: 16,126 shares; 2025Q1: 20,340 shares; 2025Q2: 21,168 shares; 2025Q3: 25,373 shares; 2025Q4: 23,150 shares 23,150 $4.21M <0.01% -2,223 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,830 shares; 2024Q4: 40,591 shares; 2025Q1: 108,153 shares; 2025Q2: 87,473 shares; 2025Q3: 96,012 shares; 2025Q4: 103,824 shares 103,824 $4.18M <0.01% +7,812 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 431 shares; 2025Q1: 873 shares; 2025Q2: 5,104 shares; 2025Q3: 19,385 shares; 2025Q4: 43,329 shares 43,329 $4.16M <0.01% +23,944 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,768 shares; 2024Q4: 82,712 shares; 2025Q1: 75,681 shares; 2025Q2: 8,205 shares; 2025Q3: 51,019 shares; 2025Q4: 75,074 shares 75,074 $4.15M <0.01% +24,055 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 120,590 shares 120,590 $4.13M <0.01% +120,429 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 66 shares; 2025Q1: 10,899 shares; 2025Q2: 42,648 shares; 2025Q3: 46,483 shares; 2025Q4: 78,664 shares 78,664 $4.13M <0.01% +32,181 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,697 shares; 2024Q4: 90,946 shares; 2025Q1: 82,624 shares; 2025Q2: 85,158 shares; 2025Q3: 83,826 shares; 2025Q4: 82,591 shares 82,591 $4.13M <0.01% -1,235 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 12,563 shares; 2025Q4: 57,545 shares 57,545 $4.12M <0.01% +44,982 Timeline LDUR 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: 1,164 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,724 shares 42,724 $4.1M <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,607 shares; 2024Q4: 75,116 shares; 2025Q1: 23,665 shares; 2025Q2: 20,673 shares; 2025Q3: 21,369 shares; 2025Q4: 18,717 shares 18,717 $4.06M <0.01% -2,652 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,443 shares; 2024Q4: 67,112 shares; 2025Q1: 98,729 shares; 2025Q2: 115,765 shares; 2025Q3: 118,722 shares; 2025Q4: 171,316 shares 171,316 $4.06M <0.01% +52,594 Timeline SPMB 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: 117,820 shares; 2024Q4: 167,374 shares; 2025Q1: 132,175 shares; 2025Q2: 144,422 shares; 2025Q3: 162,546 shares; 2025Q4: 179,023 shares 179,023 $4.01M <0.01% +16,477 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,722 shares; 2024Q4: 33,682 shares; 2025Q1: 39,868 shares; 2025Q2: 53,889 shares; 2025Q3: 62,011 shares; 2025Q4: 68,171 shares 68,171 $4M <0.01% +6,160 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,389 shares; 2024Q4: 37,598 shares; 2025Q1: 38,019 shares; 2025Q2: 39,641 shares; 2025Q3: 40,769 shares; 2025Q4: 38,743 shares 38,743 $4M <0.01% -2,026 Timeline IVOG 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: 12,125 shares; 2024Q4: 12,556 shares; 2025Q1: 17,144 shares; 2025Q2: 27,939 shares; 2025Q3: 30,248 shares; 2025Q4: 33,184 shares 33,184 $3.99M <0.01% +2,936 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: 8,951 shares; 2024Q4: 8,914 shares; 2025Q1: 8,595 shares; 2025Q2: 8,777 shares; 2025Q3: 8,671 shares; 2025Q4: 8,099 shares 8,099 $3.97M <0.01% -572 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,321 shares; 2024Q4: 115,486 shares; 2025Q1: 130,605 shares; 2025Q2: 145,270 shares; 2025Q3: 164,702 shares; 2025Q4: 192,063 shares 192,063 $3.96M <0.01% +27,361 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,477 shares; 2024Q4: 59,731 shares; 2025Q1: 74,324 shares; 2025Q2: 81,680 shares; 2025Q3: 79,085 shares; 2025Q4: 87,292 shares 87,292 $3.95M <0.01% +8,207 Timeline ONEV 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: 29,793 shares; 2024Q4: 30,544 shares; 2025Q1: 31,506 shares; 2025Q2: 33,676 shares; 2025Q3: 34,058 shares; 2025Q4: 29,673 shares 29,673 $3.95M <0.01% -4,385 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,282 shares; 2024Q4: 44,064 shares; 2025Q1: 26,952 shares; 2025Q2: 27,716 shares; 2025Q3: 26,298 shares; 2025Q4: 26,256 shares 26,256 $3.95M <0.01% -42 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,365 shares; 2024Q4: 29,936 shares; 2025Q1: 39,599 shares; 2025Q2: 45,664 shares; 2025Q3: 50,272 shares; 2025Q4: 56,050 shares 56,050 $3.95M <0.01% +5,778 Timeline QEFA 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: 40,295 shares; 2024Q4: 33,197 shares; 2025Q1: 32,351 shares; 2025Q2: 39,435 shares; 2025Q3: 40,533 shares; 2025Q4: 43,329 shares 43,329 $3.93M <0.01% +2,796 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,965 shares; 2024Q4: 25,959 shares; 2025Q1: 56,868 shares; 2025Q2: 88,221 shares; 2025Q3: 83,564 shares; 2025Q4: 139,337 shares 139,337 $3.92M <0.01% +55,773 Timeline PXH 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: 28,852 shares; 2024Q4: 30,946 shares; 2025Q1: 32,412 shares; 2025Q2: 31,982 shares; 2025Q3: 38,347 shares; 2025Q4: 151,335 shares 151,335 $3.91M <0.01% +112,988 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,602 shares; 2024Q4: 28,865 shares; 2025Q1: 35,191 shares; 2025Q2: 37,406 shares; 2025Q3: 42,739 shares; 2025Q4: 44,664 shares 44,664 $3.9M <0.01% +1,925 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,344 shares; 2024Q4: 110,123 shares; 2025Q1: 122,347 shares; 2025Q2: 119,615 shares; 2025Q3: 310,980 shares; 2025Q4: 309,591 shares 309,591 $3.89M <0.01% -1,389 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: 41,927 shares; 2024Q4: 37,731 shares; 2025Q1: 39,436 shares; 2025Q2: 80,846 shares; 2025Q3: 82,659 shares; 2025Q4: 96,120 shares 96,120 $3.86M <0.01% +13,461 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,893 shares; 2024Q4: 20,187 shares; 2025Q1: 32,430 shares; 2025Q2: 36,712 shares; 2025Q3: 38,496 shares; 2025Q4: 42,282 shares 42,282 $3.86M <0.01% +3,786 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,417 shares; 2024Q4: 24,392 shares; 2025Q1: 30,592 shares; 2025Q2: 29,877 shares; 2025Q3: 38,814 shares; 2025Q4: 85,708 shares 85,708 $3.83M <0.01% +46,894 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: 34,935 shares; 2024Q4: 33,369 shares; 2025Q1: 30,692 shares; 2025Q2: 35,435 shares; 2025Q3: 35,007 shares; 2025Q4: 29,721 shares 29,721 $3.83M <0.01% -5,286 Timeline QLTA 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: 4,862 shares; 2024Q4: 18,570 shares; 2025Q1: 18,810 shares; 2025Q2: 29,928 shares; 2025Q3: 48,516 shares; 2025Q4: 78,804 shares 78,804 $3.79M <0.01% +30,288 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,876 shares; 2024Q4: 134,810 shares; 2025Q1: 158,244 shares; 2025Q2: 127,176 shares; 2025Q3: 129,361 shares; 2025Q4: 150,744 shares 150,744 $3.78M <0.01% +21,383 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,338 shares; 2024Q4: 39,541 shares; 2025Q1: 20,273 shares; 2025Q2: 55,930 shares; 2025Q3: 54,148 shares; 2025Q4: 57,126 shares 57,126 $3.78M <0.01% +2,978 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: 12,397 shares; 2024Q4: 12,547 shares; 2025Q1: 13,037 shares; 2025Q2: 11,532 shares; 2025Q3: 8,307 shares; 2025Q4: 8,300 shares 8,300 $3.76M <0.01% -7 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,760 shares; 2024Q4: 38,440 shares; 2025Q1: 36,547 shares; 2025Q2: 28,742 shares; 2025Q3: 26,478 shares; 2025Q4: 22,266 shares 22,266 $3.76M <0.01% -4,212 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: 57,430 shares 57,430 $3.76M <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,804 shares; 2025Q1: 55,122 shares; 2025Q2: 71,963 shares; 2025Q3: 107,514 shares; 2025Q4: 127,843 shares 127,843 $3.74M <0.01% +20,329 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: 19,663 shares; 2024Q4: 19,798 shares; 2025Q1: 35,352 shares; 2025Q2: 24,127 shares; 2025Q3: 25,795 shares; 2025Q4: 27,146 shares 27,146 $3.74M <0.01% +1,351 Timeline BBEU 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: 10,420 shares; 2024Q4: 10,684 shares; 2025Q1: 11,339 shares; 2025Q2: 51,666 shares; 2025Q3: 55,534 shares; 2025Q4: 50,994 shares 50,994 $3.74M <0.01% -4,540 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: 12,440 shares; 2024Q4: 12,702 shares; 2025Q1: 12,162 shares; 2025Q2: 12,210 shares; 2025Q3: 12,836 shares; 2025Q4: 13,632 shares 13,632 $3.72M <0.01% +796 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: 19,147 shares; 2024Q4: 20,935 shares; 2025Q1: 8,349 shares; 2025Q2: 10,296 shares; 2025Q3: 10,271 shares; 2025Q4: 9,687 shares 9,687 $3.71M <0.01% -584 Timeline EMLC 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: 19,232 shares; 2024Q4: 26,511 shares; 2025Q1: 20,283 shares; 2025Q2: 20,512 shares; 2025Q3: 27,385 shares; 2025Q4: 143,483 shares 143,483 $3.7M <0.01% +116,098 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,306 shares; 2024Q4: 190,239 shares; 2025Q1: 137,510 shares; 2025Q2: 167,516 shares; 2025Q3: 136,102 shares; 2025Q4: 141,131 shares 141,131 $3.69M <0.01% +5,029 Timeline PFXF 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: 353,286 shares; 2024Q4: 331,698 shares; 2025Q1: 261,917 shares; 2025Q2: 178,117 shares; 2025Q3: 190,581 shares; 2025Q4: 208,125 shares 208,125 $3.68M <0.01% +17,544 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,690 shares; 2024Q4: 204,575 shares; 2025Q1: 190,739 shares; 2025Q2: 186,180 shares; 2025Q3: 195,012 shares; 2025Q4: 206,188 shares 206,188 $3.64M <0.01% +11,176 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,143 shares; 2024Q4: 61,701 shares; 2025Q1: 55,953 shares; 2025Q2: 56,260 shares; 2025Q3: 52,168 shares; 2025Q4: 49,424 shares 49,424 $3.64M <0.01% -2,744 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,602 shares; 2024Q4: 22,357 shares; 2025Q1: 22,357 shares; 2025Q2: 22,357 shares; 2025Q3: 342,357 shares; 2025Q4: 342,357 shares 342,357 $3.63M <0.01% 0 Timeline DGS 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: 316,103 shares; 2024Q4: 319,733 shares; 2025Q1: 209,619 shares; 2025Q2: 62,497 shares; 2025Q3: 62,732 shares; 2025Q4: 62,823 shares 62,823 $3.6M <0.01% +91 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,951 shares; 2024Q4: 64,364 shares; 2025Q1: 303,250 shares; 2025Q2: 325,484 shares; 2025Q3: 82,141 shares; 2025Q4: 77,079 shares 77,079 $3.59M <0.01% -5,062 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,902 shares; 2025Q3: 50,591 shares; 2025Q4: 51,417 shares 51,417 $3.59M <0.01% +826 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,057 shares; 2024Q4: 33,371 shares; 2025Q1: 62,478 shares; 2025Q2: 51,370 shares; 2025Q3: 55,921 shares; 2025Q4: 57,970 shares 57,970 $3.53M <0.01% +2,049 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,598 shares; 2024Q4: 22,758 shares; 2025Q1: 23,390 shares; 2025Q2: 22,213 shares; 2025Q3: 22,426 shares; 2025Q4: 23,296 shares 23,296 $3.52M <0.01% +870 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,563 shares; 2024Q4: 111,097 shares; 2025Q1: 119,873 shares; 2025Q2: 117,611 shares; 2025Q3: 124,163 shares; 2025Q4: 129,618 shares 129,618 $3.51M <0.01% +5,455 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: 1,555 shares; 2024Q4: 2,100 shares; 2025Q1: 1,830 shares; 2025Q2: 8,987 shares; 2025Q3: 56,385 shares; 2025Q4: 70,421 shares 70,421 $3.51M <0.01% +14,036 Timeline SPTM 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: 45,649 shares; 2024Q4: 44,021 shares; 2025Q1: 44,962 shares; 2025Q2: 44,296 shares; 2025Q3: 44,014 shares; 2025Q4: 42,408 shares 42,408 $3.5M <0.01% -1,606 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,052 shares; 2024Q4: 92,469 shares; 2025Q1: 100,514 shares; 2025Q2: 84,400 shares; 2025Q3: 100,198 shares; 2025Q4: 117,108 shares 117,108 $3.49M <0.01% +16,910 Timeline JMSI 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: 61,409 shares; 2024Q4: 56,709 shares; 2025Q1: 61,887 shares; 2025Q2: 56,156 shares; 2025Q3: 70,124 shares; 2025Q4: 69,172 shares 69,172 $3.48M <0.01% -952 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,469 shares; 2024Q4: 22,944 shares; 2025Q1: 32,356 shares; 2025Q2: 22,694 shares; 2025Q3: 19,575 shares; 2025Q4: 20,167 shares 20,167 $3.44M <0.01% +592 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: 37,861 shares; 2024Q4: 32,153 shares; 2025Q1: 32,357 shares; 2025Q2: 34,954 shares; 2025Q3: 24,917 shares; 2025Q4: 23,721 shares 23,721 $3.42M <0.01% -1,196 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,338 shares; 2024Q4: 31,033 shares; 2025Q1: 32,399 shares; 2025Q2: 34,308 shares; 2025Q3: 34,657 shares; 2025Q4: 41,254 shares 41,254 $3.41M <0.01% +6,597 Timeline FGD 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: 97,597 shares; 2024Q4: 106,323 shares; 2025Q1: 89,728 shares; 2025Q2: 81,470 shares; 2025Q3: 61,863 shares; 2025Q4: 112,596 shares 112,596 $3.41M <0.01% +50,733 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE 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: 69,190 shares; 2025Q3: 73,479 shares; 2025Q4: 73,929 shares 73,929 $3.4M <0.01% +450 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: 20,651 shares; 2024Q4: 20,962 shares; 2025Q1: 19,016 shares; 2025Q2: 23,674 shares; 2025Q3: 38,077 shares; 2025Q4: 38,789 shares 38,789 $3.38M <0.01% +712 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,925 shares; 2024Q4: 82,500 shares; 2025Q1: 82,487 shares; 2025Q2: 83,008 shares; 2025Q3: 78,595 shares; 2025Q4: 83,852 shares 83,852 $3.37M <0.01% +5,257 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,000 shares; 2025Q4: 270,000 shares 270,000 $3.36M <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,904 shares; 2024Q4: 29,432 shares; 2025Q1: 34,040 shares; 2025Q2: 36,368 shares; 2025Q3: 38,088 shares; 2025Q4: 32,768 shares 32,768 $3.35M <0.01% -5,320 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,369 shares; 2024Q4: 46,477 shares; 2025Q1: 47,040 shares; 2025Q2: 49,010 shares; 2025Q3: 47,503 shares; 2025Q4: 50,027 shares 50,027 $3.35M <0.01% +2,524 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,303 shares; 2024Q4: 8,161 shares; 2025Q1: 7,979 shares; 2025Q2: 8,313 shares; 2025Q3: 15,697 shares; 2025Q4: 19,278 shares 19,278 $3.35M <0.01% +3,581 Timeline SCMB 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: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 36,117 shares; 2025Q4: 127,350 shares 127,350 $3.28M <0.01% +91,233 Timeline USIG 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: 41,640 shares; 2024Q4: 48,750 shares; 2025Q1: 43,432 shares; 2025Q2: 42,805 shares; 2025Q3: 60,227 shares; 2025Q4: 63,211 shares 63,211 $3.27M <0.01% +2,984 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,261 shares; 2025Q1: 1,282 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 68,532 shares 68,532 $3.27M <0.01% +62,578 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,105 shares; 2024Q4: 39,754 shares; 2025Q1: 63,051 shares; 2025Q2: 39,706 shares; 2025Q3: 40,190 shares; 2025Q4: 41,397 shares 41,397 $3.27M <0.01% +1,207 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,836 shares; 2024Q4: 41,040 shares; 2025Q1: 54,410 shares; 2025Q2: 63,304 shares; 2025Q3: 65,583 shares; 2025Q4: 70,542 shares 70,542 $3.27M <0.01% +4,959 Timeline ANGL 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: 27,900 shares; 2024Q4: 58,262 shares; 2025Q1: 79,438 shares; 2025Q2: 91,830 shares; 2025Q3: 93,289 shares; 2025Q4: 111,226 shares 111,226 $3.27M <0.01% +17,937 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 13,100 shares; 2025Q1: 14,136 shares; 2025Q2: 15,402 shares; 2025Q3: 17,821 shares; 2025Q4: 16,737 shares 16,737 $3.25M <0.01% -1,084 Timeline JMTG 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: 74,185 shares; 2025Q3: 61,151 shares; 2025Q4: 63,586 shares 63,586 $3.25M <0.01% +2,435 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,650 shares; 2024Q4: 86,252 shares; 2025Q1: 105,838 shares; 2025Q2: 45,891 shares; 2025Q3: 46,080 shares; 2025Q4: 50,675 shares 50,675 $3.25M <0.01% +4,595 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 3,836 shares; 2025Q1: 4,133 shares; 2025Q2: 3,834 shares; 2025Q3: 3,176 shares; 2025Q4: 4,191 shares 4,191 $3.24M <0.01% +1,015 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,011 shares; 2024Q4: 17,084 shares; 2025Q1: 18,905 shares; 2025Q2: 17,721 shares; 2025Q3: 19,507 shares; 2025Q4: 20,101 shares 20,101 $3.23M <0.01% +594 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,559 shares; 2024Q4: 267,782 shares; 2025Q1: 264,299 shares; 2025Q2: 267,635 shares; 2025Q3: 266,694 shares; 2025Q4: 277,149 shares 277,149 $3.22M <0.01% +10,455 Timeline SKYY 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: 26,920 shares; 2024Q4: 32,654 shares; 2025Q1: 58,051 shares; 2025Q2: 33,524 shares; 2025Q3: 26,060 shares; 2025Q4: 24,770 shares 24,770 $3.22M <0.01% -1,290 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,142 shares; 2024Q4: 66,786 shares; 2025Q1: 41,302 shares; 2025Q2: 8,576 shares; 2025Q3: 27,998 shares; 2025Q4: 30,963 shares 30,963 $3.21M <0.01% +2,965 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: 9,303 shares; 2024Q4: 10,299 shares; 2025Q1: 9,621 shares; 2025Q2: 9,806 shares; 2025Q3: 9,203 shares; 2025Q4: 11,398 shares 11,398 $3.18M <0.01% +2,195 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,923 shares; 2025Q1: 18,743 shares; 2025Q2: 17,585 shares; 2025Q3: 23,274 shares; 2025Q4: 27,536 shares 27,536 $3.16M <0.01% +4,262 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: 46,523 shares; 2024Q4: 43,038 shares; 2025Q1: 56,740 shares; 2025Q2: 40,141 shares; 2025Q3: 28,661 shares; 2025Q4: 30,048 shares 30,048 $3.16M <0.01% +1,387 Timeline DWX 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: 64,253 shares; 2024Q4: 66,206 shares; 2025Q1: 70,285 shares; 2025Q2: 70,437 shares; 2025Q3: 69,545 shares; 2025Q4: 71,765 shares 71,765 $3.15M <0.01% +2,220 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: 79,679 shares; 2024Q4: 64,401 shares; 2025Q1: 59,441 shares; 2025Q2: 76,800 shares; 2025Q3: 97,044 shares; 2025Q4: 109,774 shares 109,774 $3.15M <0.01% +12,730 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,579 shares; 2025Q1: 22,802 shares; 2025Q2: 30,762 shares; 2025Q3: 33,671 shares; 2025Q4: 44,172 shares 44,172 $3.15M <0.01% +10,501 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,353 shares; 2024Q4: 97,767 shares; 2025Q1: 116,496 shares; 2025Q2: 127,781 shares; 2025Q3: 156,780 shares; 2025Q4: 159,256 shares 159,256 $3.14M <0.01% +2,476 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,867 shares; 2024Q4: 69,140 shares; 2025Q1: 82,380 shares; 2025Q2: 133,765 shares; 2025Q3: 141,153 shares; 2025Q4: 61,321 shares 61,321 $3.12M <0.01% -79,832 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: 47,112 shares 47,112 $3.08M <0.01% new 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: 18,641 shares; 2024Q4: 16,626 shares; 2025Q1: 15,482 shares; 2025Q2: 14,998 shares; 2025Q3: 29,591 shares; 2025Q4: 31,788 shares 31,788 $3.08M <0.01% +2,197 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,545 shares; 2024Q4: 71,829 shares; 2025Q1: 77,275 shares; 2025Q2: 77,094 shares; 2025Q3: 78,191 shares; 2025Q4: 84,515 shares 84,515 $3.07M <0.01% +6,324 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,285 shares; 2024Q4: 33,261 shares; 2025Q1: 39,290 shares; 2025Q2: 33,663 shares; 2025Q3: 34,423 shares; 2025Q4: 39,303 shares 39,303 $3.04M <0.01% +4,880 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 10,361 shares; 2025Q1: 10,796 shares; 2025Q2: 11,732 shares; 2025Q3: 16,585 shares; 2025Q4: 30,857 shares 30,857 $3.04M <0.01% +14,272 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,391 shares; 2024Q4: 86,204 shares; 2025Q1: 78,059 shares; 2025Q2: 77,974 shares; 2025Q3: 74,032 shares; 2025Q4: 63,125 shares 63,125 $3.04M <0.01% -10,907 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 5,606 shares; 2025Q1: 9,402 shares; 2025Q2: 43,088 shares; 2025Q3: 72,966 shares; 2025Q4: 80,113 shares 80,113 $3.03M <0.01% +7,147 Timeline PFFD 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: 40,788 shares; 2024Q4: 55,959 shares; 2025Q1: 141,924 shares; 2025Q2: 162,658 shares; 2025Q3: 174,882 shares; 2025Q4: 160,153 shares 160,153 $3.03M <0.01% -14,729 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: 13,175 shares; 2024Q4: 17,397 shares; 2025Q1: 18,337 shares; 2025Q2: 22,052 shares; 2025Q3: 21,928 shares; 2025Q4: 22,205 shares 22,205 $3.02M <0.01% +277 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 2,882 shares; 2025Q1: 14,489 shares; 2025Q2: 12,764 shares; 2025Q3: 13,292 shares; 2025Q4: 13,577 shares 13,577 $3.02M <0.01% +285 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,465 shares; 2024Q4: 278,259 shares; 2025Q1: 282,329 shares; 2025Q2: 321,475 shares; 2025Q3: 679,442 shares; 2025Q4: 44,900 shares 44,900 $3.02M <0.01% -634,542 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,101 shares; 2024Q4: 47,644 shares; 2025Q1: 27,674 shares; 2025Q2: 27,324 shares; 2025Q3: 28,403 shares; 2025Q4: 26,854 shares 26,854 $3M <0.01% -1,549 Timeline PSI 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: 49,517 shares; 2024Q4: 52,351 shares; 2025Q1: 53,164 shares; 2025Q2: 35,207 shares; 2025Q3: 33,792 shares; 2025Q4: 37,863 shares 37,863 $2.99M <0.01% +4,071 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 8,290 shares; 2025Q1: 7,963 shares; 2025Q2: 8,357 shares; 2025Q3: 11,450 shares; 2025Q4: 26,365 shares 26,365 $2.98M <0.01% +14,915 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 36,715 shares; 2025Q3: 39,626 shares; 2025Q4: 35,386 shares 35,386 $2.98M <0.01% -4,240 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,041 shares; 2024Q4: 29,250 shares; 2025Q1: 79,565 shares; 2025Q2: 103,061 shares; 2025Q3: 96,373 shares; 2025Q4: 74,652 shares 74,652 $2.98M <0.01% -21,721 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,728 shares; 2024Q4: 30,887 shares; 2025Q1: 29,751 shares; 2025Q2: 30,116 shares; 2025Q3: 29,339 shares; 2025Q4: 31,879 shares 31,879 $2.94M <0.01% +2,540 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,642 shares; 2024Q4: 67,106 shares; 2025Q1: 66,598 shares; 2025Q2: 63,820 shares; 2025Q3: 64,777 shares; 2025Q4: 66,914 shares 66,914 $2.92M <0.01% +2,137 Timeline SUSL 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: 20,900 shares; 2024Q4: 20,714 shares; 2025Q1: 22,725 shares; 2025Q2: 22,546 shares; 2025Q3: 23,352 shares; 2025Q4: 23,811 shares 23,811 $2.89M <0.01% +459 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: 3,522 shares; 2024Q4: 4,640 shares; 2025Q1: 5,940 shares; 2025Q2: 3,343 shares; 2025Q3: 5,185 shares; 2025Q4: 16,719 shares 16,719 $2.88M <0.01% +11,534 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: 5,276 shares; 2024Q4: 5,460 shares; 2025Q1: 7,185 shares; 2025Q2: 10,097 shares; 2025Q3: 19,097 shares; 2025Q4: 33,235 shares 33,235 $2.87M <0.01% +14,138 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 13,236 shares; 2025Q1: 14,693 shares; 2025Q2: 14,576 shares; 2025Q3: 11,275 shares; 2025Q4: 11,039 shares 11,039 $2.86M <0.01% -236 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,389 shares; 2025Q1: 44,215 shares; 2025Q2: 50,862 shares; 2025Q3: 65,321 shares; 2025Q4: 85,644 shares 85,644 $2.86M <0.01% +20,323 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,430 shares; 2024Q4: 68,065 shares; 2025Q1: 67,362 shares; 2025Q2: 62,801 shares; 2025Q3: 53,028 shares; 2025Q4: 45,903 shares 45,903 $2.85M <0.01% -7,125 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,482 shares; 2025Q1: 1,244 shares; 2025Q2: 1,669 shares; 2025Q3: 35,252 shares; 2025Q4: 45,769 shares 45,769 $2.85M <0.01% +10,517 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,728 shares; 2024Q4: 37,546 shares; 2025Q1: 43,391 shares; 2025Q2: 33,390 shares; 2025Q3: 39,130 shares; 2025Q4: 60,539 shares 60,539 $2.85M <0.01% +21,409 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,264 shares; 2025Q1: 6,455 shares; 2025Q2: 6,583 shares; 2025Q3: 6,932 shares; 2025Q4: 7,227 shares 7,227 $2.84M <0.01% +295 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 66 shares; 2025Q1: 23,610 shares; 2025Q2: 54,289 shares; 2025Q3: 54,880 shares; 2025Q4: 53,370 shares 53,370 $2.84M <0.01% -1,510 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 10,995 shares; 2025Q1: 11,212 shares; 2025Q2: 11,393 shares; 2025Q3: 12,003 shares; 2025Q4: 12,425 shares 12,425 $2.83M <0.01% +422 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,725 shares; 2025Q3: 46,671 shares; 2025Q4: 48,965 shares 48,965 $2.83M <0.01% +2,294 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: 6,127 shares; 2024Q4: 6,006 shares; 2025Q1: 12,857 shares; 2025Q2: 12,413 shares; 2025Q3: 12,912 shares; 2025Q4: 13,568 shares 13,568 $2.8M <0.01% +656 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,466 shares; 2024Q4: 8,289 shares; 2025Q1: 16,271 shares; 2025Q2: 34,280 shares; 2025Q3: 29,019 shares; 2025Q4: 36,103 shares 36,103 $2.79M <0.01% +7,084 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 12,832 shares; 2025Q1: 12,530 shares; 2025Q2: 12,225 shares; 2025Q3: 15,700 shares; 2025Q4: 21,268 shares 21,268 $2.76M <0.01% +5,568 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,976 shares; 2024Q4: 53,890 shares; 2025Q1: 56,689 shares; 2025Q2: 59,021 shares; 2025Q3: 60,978 shares; 2025Q4: 58,956 shares 58,956 $2.76M <0.01% -2,022 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,571 shares; 2024Q4: 26,360 shares; 2025Q1: 23,962 shares; 2025Q2: 21,785 shares; 2025Q3: 53,068 shares; 2025Q4: 60,184 shares 60,184 $2.76M <0.01% +7,116 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 5,484 shares; 2025Q1: 168,644 shares; 2025Q2: 9,179 shares; 2025Q3: 8,835 shares; 2025Q4: 8,050 shares 8,050 $2.74M <0.01% -785 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 25,681 shares; 2025Q1: 30,313 shares; 2025Q2: 26,622 shares; 2025Q3: 25,698 shares; 2025Q4: 29,517 shares 29,517 $2.73M <0.01% +3,819 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,031 shares; 2024Q4: 89,205 shares; 2025Q1: 80,695 shares; 2025Q2: 60,421 shares; 2025Q3: 73,506 shares; 2025Q4: 74,355 shares 74,355 $2.71M <0.01% +849 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,607 shares; 2024Q4: 309,135 shares; 2025Q1: 36,088 shares; 2025Q2: 36,409 shares; 2025Q3: 40,924 shares; 2025Q4: 44,829 shares 44,829 $2.71M <0.01% +3,905 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,453 shares; 2024Q4: 27,573 shares; 2025Q1: 31,751 shares; 2025Q2: 34,129 shares; 2025Q3: 34,645 shares; 2025Q4: 33,435 shares 33,435 $2.68M <0.01% -1,210 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,573 shares; 2024Q4: 209,061 shares; 2025Q1: 89,556 shares; 2025Q2: 89,492 shares; 2025Q3: 55,234 shares; 2025Q4: 39,867 shares 39,867 $2.68M <0.01% -15,367 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,136 shares; 2024Q4: 320,554 shares; 2025Q1: 324,119 shares; 2025Q2: 328,514 shares; 2025Q3: 167,575 shares; 2025Q4: 119,265 shares 119,265 $2.67M <0.01% -48,310 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,857 shares; 2024Q4: 198,033 shares; 2025Q1: 198,072 shares; 2025Q2: 137,031 shares; 2025Q3: 79,591 shares; 2025Q4: 55,375 shares 55,375 $2.66M <0.01% -24,216 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 12,260 shares; 2025Q1: 8,111 shares; 2025Q2: 27,996 shares; 2025Q3: 26,912 shares; 2025Q4: 69,811 shares 69,811 $2.65M <0.01% +42,899 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,871 shares; 2024Q4: 333,395 shares; 2025Q1: 347,337 shares; 2025Q2: 341,316 shares; 2025Q3: 88,932 shares; 2025Q4: 87,813 shares 87,813 $2.65M <0.01% -1,119 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,527 shares; 2024Q4: 25,798 shares; 2025Q1: 77,153 shares; 2025Q2: 45,219 shares; 2025Q3: 65,998 shares; 2025Q4: 86,811 shares 86,811 $2.65M <0.01% +20,813 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 45,556 shares; 2025Q1: 68,076 shares; 2025Q2: 76,242 shares; 2025Q3: 87,407 shares; 2025Q4: 89,840 shares 89,840 $2.65M <0.01% +2,433 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,845 shares; 2025Q1: 42,535 shares; 2025Q2: 56,782 shares; 2025Q3: 56,859 shares; 2025Q4: 58,581 shares 58,581 $2.65M <0.01% +1,722 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,323 shares; 2025Q2: 8,349 shares; 2025Q3: 9,177 shares; 2025Q4: 11,499 shares 11,499 $2.64M <0.01% +2,322 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,230 shares; 2024Q4: 45,119 shares; 2025Q1: 46,275 shares; 2025Q2: 16,617 shares; 2025Q3: 16,637 shares; 2025Q4: 18,644 shares 18,644 $2.64M <0.01% +2,007 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,275 shares; 2024Q4: 51,866 shares; 2025Q1: 66,668 shares; 2025Q2: 79,886 shares; 2025Q3: 77,933 shares; 2025Q4: 80,487 shares 80,487 $2.63M <0.01% +2,554 Timeline IDLV 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: 90,005 shares; 2024Q4: 86,218 shares; 2025Q1: 82,180 shares; 2025Q2: 81,723 shares; 2025Q3: 80,676 shares; 2025Q4: 77,703 shares 77,703 $2.63M <0.01% -2,973 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,605 shares; 2024Q4: 71,989 shares; 2025Q1: 73,382 shares; 2025Q2: 68,158 shares; 2025Q3: 60,519 shares; 2025Q4: 56,382 shares 56,382 $2.62M <0.01% -4,137 Timeline HEDJ 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: 167,013 shares; 2024Q4: 65,152 shares; 2025Q1: 49,563 shares; 2025Q2: 55,907 shares; 2025Q3: 53,320 shares; 2025Q4: 49,285 shares 49,285 $2.62M <0.01% -4,035 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: 13,683 shares; 2024Q4: 27,294 shares; 2025Q1: 44,267 shares; 2025Q2: 46,947 shares; 2025Q3: 47,248 shares; 2025Q4: 55,002 shares 55,002 $2.6M <0.01% +7,754 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,289 shares; 2025Q3: 55,515 shares; 2025Q4: 88,028 shares 88,028 $2.6M <0.01% +32,513 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,567 shares; 2024Q4: 26,092 shares; 2025Q1: 24,176 shares; 2025Q2: 24,412 shares; 2025Q3: 27,379 shares; 2025Q4: 25,962 shares 25,962 $2.59M <0.01% -1,417 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,918 shares; 2024Q4: 71,713 shares; 2025Q1: 35,156 shares; 2025Q2: 39,818 shares; 2025Q3: 39,720 shares; 2025Q4: 51,200 shares 51,200 $2.59M <0.01% +11,480 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,334 shares; 2024Q4: 18,180 shares; 2025Q1: 20,941 shares; 2025Q2: 22,026 shares; 2025Q3: 25,175 shares; 2025Q4: 26,645 shares 26,645 $2.58M <0.01% +1,470 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,944 shares; 2024Q4: 72,746 shares; 2025Q1: 73,940 shares; 2025Q2: 76,391 shares; 2025Q3: 80,150 shares; 2025Q4: 98,043 shares 98,043 $2.58M <0.01% +17,893 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 10,023 shares; 2025Q1: 12,904 shares; 2025Q2: 13,848 shares; 2025Q3: 15,675 shares; 2025Q4: 17,914 shares 17,914 $2.58M <0.01% +2,239 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 16,205 shares; 2025Q1: 19,433 shares; 2025Q2: 20,250 shares; 2025Q3: 20,645 shares; 2025Q4: 21,946 shares 21,946 $2.57M <0.01% +1,301 Timeline IBMR 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: 4,946 shares; 2024Q4: 30,615 shares; 2025Q1: 42,629 shares; 2025Q2: 68,050 shares; 2025Q3: 82,238 shares; 2025Q4: 101,044 shares 101,044 $2.57M <0.01% +18,806 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,143 shares; 2024Q4: 23,048 shares; 2025Q1: 27,761 shares; 2025Q2: 33,166 shares; 2025Q3: 38,462 shares; 2025Q4: 39,472 shares 39,472 $2.57M <0.01% +1,010 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 1,551 shares; 2025Q1: 1,759 shares; 2025Q2: 26,712 shares; 2025Q3: 34,894 shares; 2025Q4: 38,799 shares 38,799 $2.56M <0.01% +3,905 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,693 shares; 2025Q1: 13,660 shares; 2025Q2: 13,250 shares; 2025Q3: 12,419 shares; 2025Q4: 12,399 shares 12,399 $2.55M <0.01% -20 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,182 shares; 2024Q4: 13,578 shares; 2025Q1: 13,139 shares; 2025Q2: 17,042 shares; 2025Q3: 18,110 shares; 2025Q4: 19,473 shares 19,473 $2.54M <0.01% +1,363 Timeline XYLD 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: 65,307 shares; 2024Q4: 78,445 shares; 2025Q1: 83,279 shares; 2025Q2: 79,828 shares; 2025Q3: 78,147 shares; 2025Q4: 62,614 shares 62,614 $2.54M <0.01% -15,533 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,247 shares; 2024Q4: 24,827 shares; 2025Q1: 31,900 shares; 2025Q2: 33,886 shares; 2025Q3: 48,122 shares; 2025Q4: 43,964 shares 43,964 $2.54M <0.01% -4,158 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 5,030 shares; 2025Q1: 9,531 shares; 2025Q2: 20,903 shares; 2025Q3: 20,272 shares; 2025Q4: 22,344 shares 22,344 $2.54M <0.01% +2,072 Timeline JPLD 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: 9,041 shares; 2024Q4: 8,223 shares; 2025Q1: 9,869 shares; 2025Q2: 9,798 shares; 2025Q3: 11,408 shares; 2025Q4: 48,531 shares 48,531 $2.54M <0.01% +37,123 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: 940 shares; 2024Q4: 4,018 shares; 2025Q1: 35,788 shares; 2025Q2: 60,853 shares; 2025Q3: 86,177 shares; 2025Q4: 107,933 shares 107,933 $2.52M <0.01% +21,756 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: 11,025 shares; 2024Q4: 14,714 shares; 2025Q1: 27,451 shares; 2025Q2: 55,905 shares; 2025Q3: 78,701 shares; 2025Q4: 89,435 shares 89,435 $2.51M <0.01% +10,734 Timeline RPV 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: 26,053 shares; 2024Q4: 24,966 shares; 2025Q1: 24,950 shares; 2025Q2: 24,919 shares; 2025Q3: 24,384 shares; 2025Q4: 24,078 shares 24,078 $2.49M <0.01% -306 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: 13,956 shares; 2024Q4: 70,896 shares; 2025Q1: 81,092 shares; 2025Q2: 72,426 shares; 2025Q3: 86,930 shares; 2025Q4: 97,164 shares 97,164 $2.49M <0.01% +10,234 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: 22,990 shares; 2024Q4: 44,238 shares; 2025Q1: 19,732 shares; 2025Q2: 26,045 shares; 2025Q3: 28,204 shares; 2025Q4: 43,773 shares 43,773 $2.48M <0.01% +15,569 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: 8,783 shares; 2024Q4: 9,467 shares; 2025Q1: 8,947 shares; 2025Q2: 10,552 shares; 2025Q3: 10,317 shares; 2025Q4: 9,387 shares 9,387 $2.46M <0.01% -930 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 8,451 shares; 2025Q1: 8,823 shares; 2025Q2: 18,205 shares; 2025Q3: 18,728 shares; 2025Q4: 26,076 shares 26,076 $2.46M <0.01% +7,348 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 24,206 shares; 2025Q1: 18,727 shares; 2025Q2: 18,346 shares; 2025Q3: 19,010 shares; 2025Q4: 18,533 shares 18,533 $2.45M <0.01% -477 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,275 shares; 2024Q4: 170,780 shares; 2025Q1: 172,656 shares; 2025Q2: 181,169 shares; 2025Q3: 185,955 shares; 2025Q4: 220,169 shares 220,169 $2.45M <0.01% +34,214 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 59,359 shares; 2025Q1: 68,996 shares; 2025Q2: 69,090 shares; 2025Q3: 239,326 shares; 2025Q4: 239,941 shares 239,941 $2.44M <0.01% +615 Timeline