MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,809 shares; 2024Q4: 708,591 shares; 2025Q1: 696,901 shares; 2025Q2: 700,470 shares; 2025Q3: 702,090 shares; 2025Q4: 700,036 shares 700,036 $339M 4.81% -2,054 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300,676 shares; 2024Q4: 1,247,815 shares; 2025Q1: 1,257,865 shares; 2025Q2: 1,267,402 shares; 2025Q3: 1,171,024 shares; 2025Q4: 1,185,117 shares 1,185,117 $221M 3.14% +14,093 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,547 shares; 2024Q4: 454,538 shares; 2025Q1: 468,308 shares; 2025Q2: 487,609 shares; 2025Q3: 466,162 shares; 2025Q4: 453,325 shares 453,325 $142M 2.01% -12,837 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,361 shares; 2024Q4: 430,298 shares; 2025Q1: 426,722 shares; 2025Q2: 424,292 shares; 2025Q3: 421,475 shares; 2025Q4: 426,710 shares 426,710 $134M 1.9% +5,235 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,551 shares; 2024Q4: 365,036 shares; 2025Q1: 397,818 shares; 2025Q2: 405,686 shares; 2025Q3: 401,987 shares; 2025Q4: 388,517 shares 388,517 $125M 1.78% -13,470 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,330 shares; 2024Q4: 169,535 shares; 2025Q1: 174,098 shares; 2025Q2: 181,487 shares; 2025Q3: 179,236 shares; 2025Q4: 184,222 shares 184,222 $122M 1.73% +4,986 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,678 shares; 2024Q4: 326,050 shares; 2025Q1: 321,419 shares; 2025Q2: 305,854 shares; 2025Q3: 309,708 shares; 2025Q4: 296,054 shares 296,054 $102M 1.45% -13,654 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,039 shares; 2024Q4: 110,294 shares; 2025Q1: 126,006 shares; 2025Q2: 125,559 shares; 2025Q3: 113,559 shares; 2025Q4: 120,186 shares 120,186 $82M 1.16% +6,627 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,116 shares; 2024Q4: 96,657 shares; 2025Q1: 93,960 shares; 2025Q2: 93,762 shares; 2025Q3: 91,724 shares; 2025Q4: 90,791 shares 90,791 $78.3M 1.11% -933 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,967 shares; 2024Q4: 72,683 shares; 2025Q1: 73,357 shares; 2025Q2: 72,733 shares; 2025Q3: 67,014 shares; 2025Q4: 69,367 shares 69,367 $74.5M 1.06% +2,353 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,283 shares; 2024Q4: 99,670 shares; 2025Q1: 97,663 shares; 2025Q2: 111,953 shares; 2025Q3: 111,063 shares; 2025Q4: 155,569 shares 155,569 $73.6M 1.05% +44,506 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,807 shares; 2024Q4: 107,155 shares; 2025Q1: 109,024 shares; 2025Q2: 120,944 shares; 2025Q3: 120,112 shares; 2025Q4: 105,634 shares 105,634 $72.4M 1.03% -14,478 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,482 shares; 2024Q4: 143,552 shares; 2025Q1: 136,421 shares; 2025Q2: 138,047 shares; 2025Q3: 146,483 shares; 2025Q4: 146,889 shares 146,889 $66.1M 0.94% +406 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,119 shares; 2024Q4: 176,869 shares; 2025Q1: 180,535 shares; 2025Q2: 177,965 shares; 2025Q3: 180,848 shares; 2025Q4: 175,456 shares 175,456 $61.5M 0.87% -5,392 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,428 shares; 2024Q4: 66,266 shares; 2025Q1: 68,878 shares; 2025Q2: 69,994 shares; 2025Q3: 66,450 shares; 2025Q4: 66,231 shares 66,231 $58.2M 0.83% -219 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,096 shares; 2024Q4: 60,066 shares; 2025Q1: 72,683 shares; 2025Q2: 78,733 shares; 2025Q3: 86,026 shares; 2025Q4: 92,739 shares 92,739 $58.2M 0.83% +6,713 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,567 shares; 2024Q4: 533,000 shares; 2025Q1: 348,754 shares; 2025Q2: 323,769 shares; 2025Q3: 318,471 shares; 2025Q4: 299,153 shares 299,153 $53.2M 0.76% -19,318 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,677 shares; 2024Q4: 490,349 shares; 2025Q1: 484,613 shares; 2025Q2: 470,449 shares; 2025Q3: 482,226 shares; 2025Q4: 452,572 shares 452,572 $50.4M 0.72% -29,654 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,982 shares; 2024Q4: 126,210 shares; 2025Q1: 130,967 shares; 2025Q2: 139,867 shares; 2025Q3: 139,516 shares; 2025Q4: 139,824 shares 139,824 $48.1M 0.68% +308 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,589 shares; 2024Q4: 552,630 shares; 2025Q1: 617,043 shares; 2025Q2: 648,678 shares; 2025Q3: 644,944 shares; 2025Q4: 659,305 shares 659,305 $43.5M 0.62% +14,361 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,376 shares; 2024Q4: 198,277 shares; 2025Q1: 147,749 shares; 2025Q2: 210,353 shares; 2025Q3: 282,495 shares; 2025Q4: 460,727 shares 460,727 $42.1M 0.6% +178,232 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,087 shares; 2024Q4: 589,131 shares; 2025Q1: 598,147 shares; 2025Q2: 598,621 shares; 2025Q3: 591,075 shares; 2025Q4: 601,612 shares 601,612 $41.8M 0.59% +10,537 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,198 shares; 2024Q4: 55,124 shares; 2025Q1: 58,676 shares; 2025Q2: 59,502 shares; 2025Q3: 64,755 shares; 2025Q4: 70,526 shares 70,526 $40.4M 0.57% +5,771 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,678 shares; 2024Q4: 91,422 shares; 2025Q1: 97,156 shares; 2025Q2: 88,314 shares; 2025Q3: 96,515 shares; 2025Q4: 99,370 shares 99,370 $39.4M 0.56% +2,855 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,072 shares; 2024Q4: 854,063 shares; 2025Q1: 888,654 shares; 2025Q2: 360,201 shares; 2025Q3: 532,960 shares; 2025Q4: 527,776 shares 527,776 $38.3M 0.54% -5,184 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,152 shares; 2024Q4: 122,449 shares; 2025Q1: 121,231 shares; 2025Q2: 126,635 shares; 2025Q3: 125,213 shares; 2025Q4: 124,559 shares 124,559 $37.9M 0.54% -654 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,550 shares; 2024Q4: 302,244 shares; 2025Q1: 275,920 shares; 2025Q2: 277,883 shares; 2025Q3: 278,316 shares; 2025Q4: 306,362 shares 306,362 $36.9M 0.52% +28,046 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,675 shares; 2024Q4: 181,513 shares; 2025Q1: 177,768 shares; 2025Q2: 182,078 shares; 2025Q3: 183,351 shares; 2025Q4: 177,899 shares 177,899 $36.8M 0.52% -5,452 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,766 shares; 2024Q4: 149,869 shares; 2025Q1: 152,607 shares; 2025Q2: 161,853 shares; 2025Q3: 167,541 shares; 2025Q4: 159,447 shares 159,447 $36.4M 0.52% -8,094 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289,604 shares; 2025Q2: 1,150,247 shares; 2025Q3: 2,002,184 shares; 2025Q4: 1,835,695 shares 1,835,695 $36.2M 0.51% -166,489 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,161 shares; 2024Q4: 298,755 shares; 2025Q1: 320,912 shares; 2025Q2: 340,111 shares; 2025Q3: 338,170 shares; 2025Q4: 292,758 shares 292,758 $35.2M 0.5% -45,412 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: 284,508 shares; 2024Q4: 286,343 shares; 2025Q1: 290,226 shares; 2025Q2: 297,457 shares; 2025Q3: 293,320 shares; 2025Q4: 268,104 shares 268,104 $32.9M 0.47% -25,216 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,026 shares; 2024Q4: 76,601 shares; 2025Q1: 80,535 shares; 2025Q2: 77,682 shares; 2025Q3: 79,964 shares; 2025Q4: 111,068 shares 111,068 $32.9M 0.47% +31,104 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,074 shares; 2024Q4: 251,510 shares; 2025Q1: 272,883 shares; 2025Q2: 272,764 shares; 2025Q3: 276,243 shares; 2025Q4: 295,526 shares 295,526 $32.6M 0.46% +19,283 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,307 shares; 2024Q4: 173,119 shares; 2025Q1: 179,014 shares; 2025Q2: 180,377 shares; 2025Q3: 201,090 shares; 2025Q4: 199,032 shares 199,032 $30.3M 0.43% -2,058 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,814 shares; 2024Q4: 330,574 shares; 2025Q1: 301,312 shares; 2025Q2: 393,283 shares; 2025Q3: 296,146 shares; 2025Q4: 257,289 shares 257,289 $30M 0.43% -38,857 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,750 shares; 2024Q4: 29,515 shares; 2025Q1: 28,203 shares; 2025Q2: 32,102 shares; 2025Q3: 33,198 shares; 2025Q4: 319,760 shares 319,760 $30M 0.43% +286,562 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,895 shares; 2024Q4: 257,488 shares; 2025Q1: 293,749 shares; 2025Q2: 353,824 shares; 2025Q3: 336,866 shares; 2025Q4: 337,603 shares 337,603 $28.7M 0.41% +737 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,236 shares; 2024Q4: 47,412 shares; 2025Q1: 49,451 shares; 2025Q2: 48,954 shares; 2025Q3: 52,985 shares; 2025Q4: 49,950 shares 49,950 $28.5M 0.4% -3,035 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,963 shares; 2024Q4: 446,881 shares; 2025Q1: 446,481 shares; 2025Q2: 397,373 shares; 2025Q3: 397,369 shares; 2025Q4: 368,128 shares 368,128 $28.4M 0.4% -29,241 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,317 shares; 2024Q4: 179,136 shares; 2025Q1: 202,296 shares; 2025Q2: 207,311 shares; 2025Q3: 204,544 shares; 2025Q4: 204,509 shares 204,509 $28M 0.4% -35 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,510 shares; 2024Q4: 98,093 shares; 2025Q1: 103,213 shares; 2025Q2: 102,713 shares; 2025Q3: 112,073 shares; 2025Q4: 105,097 shares 105,097 $26.3M 0.37% -6,976 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: 203,825 shares; 2024Q4: 205,800 shares; 2025Q1: 196,069 shares; 2025Q2: 187,506 shares; 2025Q3: 196,092 shares; 2025Q4: 205,059 shares 205,059 $26.1M 0.37% +8,967 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,461 shares; 2024Q4: 55,514 shares; 2025Q1: 56,406 shares; 2025Q2: 64,945 shares; 2025Q3: 63,705 shares; 2025Q4: 53,574 shares 53,574 $26.1M 0.37% -10,131 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: 119,574 shares; 2024Q4: 117,583 shares; 2025Q1: 109,587 shares; 2025Q2: 106,659 shares; 2025Q3: 107,925 shares; 2025Q4: 110,543 shares 110,543 $24.3M 0.34% +2,618 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,450 shares; 2024Q4: 245,910 shares; 2025Q1: 271,051 shares; 2025Q2: 232,811 shares; 2025Q3: 333,278 shares; 2025Q4: 300,582 shares 300,582 $24.1M 0.34% -32,696 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,520 shares; 2024Q4: 77,155 shares; 2025Q1: 82,740 shares; 2025Q2: 77,724 shares; 2025Q3: 75,729 shares; 2025Q4: 75,287 shares 75,287 $24M 0.34% -442 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,787 shares; 2024Q4: 65,245 shares; 2025Q1: 52,531 shares; 2025Q2: 55,834 shares; 2025Q3: 77,653 shares; 2025Q4: 164,494 shares 164,494 $23.7M 0.34% +86,841 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,518 shares; 2025Q3: 723,841 shares; 2025Q4: 220,173 shares 220,173 $23.4M 0.33% -503,668 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,059 shares; 2024Q4: 37,273 shares; 2025Q1: 41,186 shares; 2025Q2: 51,176 shares; 2025Q3: 45,540 shares; 2025Q4: 49,798 shares 49,798 $23.3M 0.33% +4,258 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827,813 shares; 2024Q4: 567,635 shares; 2025Q1: 545,644 shares; 2025Q2: 614,210 shares; 2025Q3: 630,038 shares; 2025Q4: 565,152 shares 565,152 $23M 0.33% -64,886 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,750 shares; 2024Q4: 123,144 shares; 2025Q1: 124,524 shares; 2025Q2: 109,550 shares; 2025Q3: 119,460 shares; 2025Q4: 124,216 shares 124,216 $22.9M 0.32% +4,756 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,529 shares; 2024Q4: 35,124 shares; 2025Q1: 45,129 shares; 2025Q2: 81,625 shares; 2025Q3: 80,290 shares; 2025Q4: 88,729 shares 88,729 $22.4M 0.32% +8,439 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,894 shares; 2024Q4: 93,311 shares; 2025Q1: 93,738 shares; 2025Q2: 91,614 shares; 2025Q3: 92,031 shares; 2025Q4: 92,043 shares 92,043 $22.2M 0.32% +12 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,993 shares; 2024Q4: 71,927 shares; 2025Q1: 72,215 shares; 2025Q2: 73,021 shares; 2025Q3: 68,731 shares; 2025Q4: 71,067 shares 71,067 $21.4M 0.3% +2,336 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,014 shares; 2024Q4: 398,245 shares; 2025Q1: 473,884 shares; 2025Q2: 511,962 shares; 2025Q3: 555,904 shares; 2025Q4: 622,156 shares 622,156 $21.3M 0.3% +66,252 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,746 shares; 2024Q4: 118,397 shares; 2025Q1: 127,948 shares; 2025Q2: 136,351 shares; 2025Q3: 137,000 shares; 2025Q4: 186,676 shares 186,676 $20.6M 0.29% +49,676 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,418 shares; 2024Q4: 147,931 shares; 2025Q1: 144,535 shares; 2025Q2: 146,102 shares; 2025Q3: 138,988 shares; 2025Q4: 143,503 shares 143,503 $20.6M 0.29% +4,515 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,683 shares; 2024Q4: 62,878 shares; 2025Q1: 51,263 shares; 2025Q2: 59,761 shares; 2025Q3: 59,466 shares; 2025Q4: 66,635 shares 66,635 $20.5M 0.29% +7,169 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,457 shares; 2024Q4: 157,398 shares; 2025Q1: 166,854 shares; 2025Q2: 182,720 shares; 2025Q3: 194,472 shares; 2025Q4: 209,386 shares 209,386 $20.1M 0.29% +14,914 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: 56,615 shares; 2024Q4: 55,283 shares; 2025Q1: 55,083 shares; 2025Q2: 53,490 shares; 2025Q3: 50,160 shares; 2025Q4: 51,421 shares 51,421 $20M 0.28% +1,261 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 15,324 shares; 2025Q1: 16,747 shares; 2025Q2: 24,591 shares; 2025Q3: 25,179 shares; 2025Q4: 26,244 shares 26,244 $19.8M 0.28% +1,065 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,786 shares; 2024Q4: 106,067 shares; 2025Q1: 123,871 shares; 2025Q2: 128,384 shares; 2025Q3: 126,803 shares; 2025Q4: 127,818 shares 127,818 $19.7M 0.28% +1,015 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: 140,596 shares; 2024Q4: 133,374 shares; 2025Q1: 121,641 shares; 2025Q2: 124,841 shares; 2025Q3: 122,371 shares; 2025Q4: 119,849 shares 119,849 $19.5M 0.28% -2,522 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: 9,745 shares; 2024Q4: 16,774 shares; 2025Q1: 18,143 shares; 2025Q2: 22,117 shares; 2025Q3: 23,714 shares; 2025Q4: 24,792 shares 24,792 $19.1M 0.27% +1,078 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,656 shares; 2024Q4: 111,971 shares; 2025Q1: 128,722 shares; 2025Q2: 119,446 shares; 2025Q3: 118,516 shares; 2025Q4: 110,250 shares 110,250 $18.9M 0.27% -8,266 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,978 shares; 2024Q4: 62,746 shares; 2025Q1: 70,184 shares; 2025Q2: 77,887 shares; 2025Q3: 82,314 shares; 2025Q4: 64,532 shares 64,532 $18.7M 0.27% -17,782 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,946 shares; 2024Q4: 165,537 shares; 2025Q1: 250,062 shares; 2025Q2: 251,361 shares; 2025Q3: 247,438 shares; 2025Q4: 227,261 shares 227,261 $18.6M 0.26% -20,177 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,792 shares; 2024Q4: 153,885 shares; 2025Q1: 136,607 shares; 2025Q2: 140,495 shares; 2025Q3: 140,957 shares; 2025Q4: 129,383 shares 129,383 $18.6M 0.26% -11,574 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: 14,518 shares; 2024Q4: 13,198 shares; 2025Q1: 13,146 shares; 2025Q2: 209,025 shares; 2025Q3: 204,251 shares; 2025Q4: 202,973 shares 202,973 $18.5M 0.26% -1,278 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,011 shares; 2024Q4: 186,632 shares; 2025Q1: 201,928 shares; 2025Q2: 192,913 shares; 2025Q3: 194,061 shares; 2025Q4: 191,154 shares 191,154 $18.4M 0.26% -2,907 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,971 shares; 2025Q3: 191,432 shares; 2025Q4: 194,180 shares 194,180 $18.1M 0.26% +2,748 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,316 shares; 2025Q1: 20,870 shares; 2025Q2: 27,470 shares; 2025Q3: 27,881 shares; 2025Q4: 28,969 shares 28,969 $18M 0.26% +1,088 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642,940 shares; 2024Q4: 621,464 shares; 2025Q1: 637,212 shares; 2025Q2: 346,859 shares; 2025Q3: 327,901 shares; 2025Q4: 295,913 shares 295,913 $17.8M 0.25% -31,988 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,733 shares; 2024Q4: 53,897 shares; 2025Q1: 60,428 shares; 2025Q2: 60,001 shares; 2025Q3: 59,262 shares; 2025Q4: 58,035 shares 58,035 $17.7M 0.25% -1,227 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 396,336 shares 396,336 $17.6M 0.25% +376,336 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,776 shares; 2024Q4: 73,732 shares; 2025Q1: 74,689 shares; 2025Q2: 66,372 shares; 2025Q3: 59,771 shares; 2025Q4: 65,381 shares 65,381 $17.5M 0.25% +5,610 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,055 shares; 2024Q4: 18,250 shares; 2025Q1: 18,944 shares; 2025Q2: 18,286 shares; 2025Q3: 24,115 shares; 2025Q4: 26,030 shares 26,030 $17.5M 0.25% +1,915 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,498 shares; 2024Q4: 165,832 shares; 2025Q1: 233,943 shares; 2025Q2: 278,784 shares; 2025Q3: 308,187 shares; 2025Q4: 305,581 shares 305,581 $17.5M 0.25% -2,606 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,238 shares; 2024Q4: 203,328 shares; 2025Q1: 202,663 shares; 2025Q2: 165,938 shares; 2025Q3: 161,264 shares; 2025Q4: 164,462 shares 164,462 $17.3M 0.25% +3,198 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658,388 shares; 2024Q4: 581,371 shares; 2025Q1: 636,215 shares; 2025Q2: 641,576 shares; 2025Q3: 703,405 shares; 2025Q4: 694,618 shares 694,618 $17.3M 0.25% -8,787 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,265 shares; 2024Q4: 29,458 shares; 2025Q1: 30,272 shares; 2025Q2: 31,456 shares; 2025Q3: 30,359 shares; 2025Q4: 29,819 shares 29,819 $17.3M 0.25% -540 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,875 shares; 2024Q4: 97,373 shares; 2025Q1: 87,551 shares; 2025Q2: 95,382 shares; 2025Q3: 103,033 shares; 2025Q4: 207,479 shares 207,479 $17.2M 0.24% +104,446 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,107 shares; 2024Q4: 101,706 shares; 2025Q1: 96,593 shares; 2025Q2: 92,958 shares; 2025Q3: 92,360 shares; 2025Q4: 111,621 shares 111,621 $17.1M 0.24% +19,261 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: 383,835 shares; 2024Q4: 386,264 shares; 2025Q1: 374,812 shares; 2025Q2: 359,981 shares; 2025Q3: 368,079 shares; 2025Q4: 357,882 shares 357,882 $17.1M 0.24% -10,197 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: 253,849 shares; 2024Q4: 160,790 shares; 2025Q1: 210,216 shares; 2025Q2: 212,951 shares; 2025Q3: 190,259 shares; 2025Q4: 170,918 shares 170,918 $17.1M 0.24% -19,341 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,500 shares; 2024Q4: 460,810 shares; 2025Q1: 538,426 shares; 2025Q2: 581,556 shares; 2025Q3: 632,018 shares; 2025Q4: 611,786 shares 611,786 $16.8M 0.24% -20,232 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,522 shares; 2024Q4: 76,763 shares; 2025Q1: 70,226 shares; 2025Q2: 69,693 shares; 2025Q3: 74,212 shares; 2025Q4: 85,195 shares 85,195 $16.6M 0.24% +10,983 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,235 shares; 2024Q4: 1,242,755 shares; 2025Q1: 801,362 shares; 2025Q2: 872,305 shares; 2025Q3: 762,849 shares; 2025Q4: 660,338 shares 660,338 $16.4M 0.23% -102,511 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,077 shares; 2024Q4: 94,713 shares; 2025Q1: 95,442 shares; 2025Q2: 137,749 shares; 2025Q3: 150,426 shares; 2025Q4: 139,808 shares 139,808 $16.4M 0.23% -10,618 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,408 shares; 2024Q4: 325,123 shares; 2025Q1: 387,700 shares; 2025Q2: 457,616 shares; 2025Q3: 491,561 shares; 2025Q4: 498,962 shares 498,962 $16.3M 0.23% +7,401 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,117 shares; 2024Q4: 31,687 shares; 2025Q1: 34,026 shares; 2025Q2: 36,058 shares; 2025Q3: 39,410 shares; 2025Q4: 33,279 shares 33,279 $16.1M 0.23% -6,131 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,593 shares; 2025Q3: 320,890 shares; 2025Q4: 301,664 shares 301,664 $15.6M 0.22% -19,226 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,991 shares; 2024Q4: 15,340 shares; 2025Q1: 27,133 shares; 2025Q2: 64,017 shares; 2025Q3: 150,190 shares; 2025Q4: 155,164 shares 155,164 $15.3M 0.22% +4,974 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,565 shares; 2024Q4: 38,115 shares; 2025Q1: 37,665 shares; 2025Q2: 37,665 shares; 2025Q3: 37,525 shares; 2025Q4: 37,325 shares 37,325 $15M 0.21% -200 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,123 shares; 2025Q1: 88,076 shares; 2025Q2: 127,019 shares; 2025Q3: 139,246 shares; 2025Q4: 132,249 shares 132,249 $15M 0.21% -6,997 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,020 shares; 2024Q4: 129,875 shares; 2025Q1: 227,832 shares; 2025Q2: 272,648 shares; 2025Q3: 274,439 shares; 2025Q4: 276,352 shares 276,352 $14.7M 0.21% +1,913 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,490 shares; 2024Q4: 59,320 shares; 2025Q1: 51,765 shares; 2025Q2: 56,542 shares; 2025Q3: 49,604 shares; 2025Q4: 44,565 shares 44,565 $14.7M 0.21% -5,039 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,046 shares; 2024Q4: 40,075 shares; 2025Q1: 37,419 shares; 2025Q2: 62,134 shares; 2025Q3: 47,351 shares; 2025Q4: 51,092 shares 51,092 $14.6M 0.21% +3,741 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,703 shares; 2024Q4: 223,009 shares; 2025Q1: 189,817 shares; 2025Q2: 191,079 shares; 2025Q3: 259,817 shares; 2025Q4: 225,266 shares 225,266 $14.5M 0.21% -34,551 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,777 shares; 2024Q4: 44,921 shares; 2025Q1: 44,432 shares; 2025Q2: 45,659 shares; 2025Q3: 44,899 shares; 2025Q4: 43,101 shares 43,101 $14.5M 0.21% -1,798 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,893 shares; 2024Q4: 63,424 shares; 2025Q1: 78,002 shares; 2025Q2: 117,370 shares; 2025Q3: 111,640 shares; 2025Q4: 116,566 shares 116,566 $14.2M 0.2% +4,926 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: 72,383 shares; 2024Q4: 93,984 shares; 2025Q1: 123,521 shares; 2025Q2: 81,137 shares; 2025Q3: 81,730 shares; 2025Q4: 87,328 shares 87,328 $14.1M 0.2% +5,598 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,955 shares; 2024Q4: 221,944 shares; 2025Q1: 232,818 shares; 2025Q2: 280,689 shares; 2025Q3: 307,348 shares; 2025Q4: 223,038 shares 223,038 $13.9M 0.2% -84,310 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,514 shares; 2024Q4: 63,113 shares; 2025Q1: 70,976 shares; 2025Q2: 69,186 shares; 2025Q3: 70,670 shares; 2025Q4: 71,148 shares 71,148 $13.9M 0.2% +478 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,553 shares; 2024Q4: 119,543 shares; 2025Q1: 83,393 shares; 2025Q2: 91,887 shares; 2025Q3: 65,271 shares; 2025Q4: 77,341 shares 77,341 $13.7M 0.19% +12,070 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,221 shares; 2024Q4: 55,278 shares; 2025Q1: 61,098 shares; 2025Q2: 54,083 shares; 2025Q3: 58,796 shares; 2025Q4: 183,448 shares 183,448 $13.6M 0.19% +124,652 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: 26,494 shares; 2024Q4: 29,529 shares; 2025Q1: 26,739 shares; 2025Q2: 24,248 shares; 2025Q3: 23,855 shares; 2025Q4: 23,736 shares 23,736 $13.5M 0.19% -119 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: 111,963 shares; 2024Q4: 84,479 shares; 2025Q1: 74,905 shares; 2025Q2: 85,140 shares; 2025Q3: 109,761 shares; 2025Q4: 297,446 shares 297,446 $13.3M 0.19% +187,685 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: 173,808 shares; 2024Q4: 185,597 shares; 2025Q1: 186,002 shares; 2025Q2: 234,696 shares; 2025Q3: 184,452 shares; 2025Q4: 151,784 shares 151,784 $13.3M 0.19% -32,668 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,528 shares; 2024Q4: 230,993 shares; 2025Q1: 213,508 shares; 2025Q2: 218,076 shares; 2025Q3: 225,239 shares; 2025Q4: 246,610 shares 246,610 $13.3M 0.19% +21,371 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: 54,000 shares; 2024Q4: 93,114 shares; 2025Q1: 94,346 shares; 2025Q2: 92,741 shares; 2025Q3: 91,182 shares; 2025Q4: 104,946 shares 104,946 $13.2M 0.19% +13,764 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,332 shares; 2024Q4: 50,179 shares; 2025Q1: 53,137 shares; 2025Q2: 58,508 shares; 2025Q3: 52,284 shares; 2025Q4: 49,637 shares 49,637 $13.1M 0.19% -2,647 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 6,136 shares; 2025Q1: 14,498 shares; 2025Q2: 14,117 shares; 2025Q3: 13,386 shares; 2025Q4: 12,285 shares 12,285 $13.1M 0.19% -1,101 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,735 shares; 2024Q4: 55,724 shares; 2025Q1: 50,485 shares; 2025Q2: 49,472 shares; 2025Q3: 49,654 shares; 2025Q4: 49,996 shares 49,996 $12.9M 0.18% +342 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: 442,498 shares; 2024Q4: 448,299 shares; 2025Q1: 449,091 shares; 2025Q2: 445,541 shares; 2025Q3: 443,509 shares; 2025Q4: 401,726 shares 401,726 $12.9M 0.18% -41,783 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: 234,211 shares; 2024Q4: 215,220 shares; 2025Q1: 242,509 shares; 2025Q2: 243,706 shares; 2025Q3: 245,797 shares; 2025Q4: 238,617 shares 238,617 $12.9M 0.18% -7,180 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,265 shares; 2024Q4: 54,301 shares; 2025Q1: 74,814 shares; 2025Q2: 74,263 shares; 2025Q3: 85,857 shares; 2025Q4: 63,365 shares 63,365 $12.9M 0.18% -22,492 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,214 shares; 2024Q4: 123,358 shares; 2025Q1: 127,442 shares; 2025Q2: 123,548 shares; 2025Q3: 122,137 shares; 2025Q4: 124,047 shares 124,047 $12.8M 0.18% +1,910 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,297 shares; 2024Q4: 278,078 shares; 2025Q1: 264,074 shares; 2025Q2: 253,764 shares; 2025Q3: 200,775 shares; 2025Q4: 206,430 shares 206,430 $12.8M 0.18% +5,655 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,046 shares; 2024Q4: 58,113 shares; 2025Q1: 67,054 shares; 2025Q2: 78,647 shares; 2025Q3: 78,819 shares; 2025Q4: 66,317 shares 66,317 $12.7M 0.18% -12,502 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,135 shares; 2024Q4: 193,374 shares; 2025Q1: 234,678 shares; 2025Q2: 220,963 shares; 2025Q3: 248,660 shares; 2025Q4: 252,330 shares 252,330 $12.5M 0.18% +3,670 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,354 shares; 2024Q4: 33,055 shares; 2025Q1: 24,140 shares; 2025Q2: 22,804 shares; 2025Q3: 22,907 shares; 2025Q4: 25,586 shares 25,586 $12.3M 0.17% +2,679 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,429 shares; 2024Q4: 63,511 shares; 2025Q1: 56,765 shares; 2025Q2: 56,709 shares; 2025Q3: 58,312 shares; 2025Q4: 58,280 shares 58,280 $12.3M 0.17% -32 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,344 shares; 2024Q4: 119,595 shares; 2025Q1: 139,573 shares; 2025Q2: 164,724 shares; 2025Q3: 173,144 shares; 2025Q4: 275,165 shares 275,165 $12.2M 0.17% +102,021 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,074 shares; 2024Q4: 36,684 shares; 2025Q1: 36,866 shares; 2025Q2: 36,620 shares; 2025Q3: 37,738 shares; 2025Q4: 36,231 shares 36,231 $12.2M 0.17% -1,507 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,925 shares; 2024Q4: 104,090 shares; 2025Q1: 94,313 shares; 2025Q2: 94,346 shares; 2025Q3: 88,841 shares; 2025Q4: 91,825 shares 91,825 $12.2M 0.17% +2,984 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: 78,114 shares; 2024Q4: 85,572 shares; 2025Q1: 94,757 shares; 2025Q2: 132,598 shares; 2025Q3: 148,333 shares; 2025Q4: 78,669 shares 78,669 $12.2M 0.17% -69,664 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,706 shares; 2024Q4: 74,752 shares; 2025Q1: 99,646 shares; 2025Q2: 135,738 shares; 2025Q3: 148,329 shares; 2025Q4: 160,680 shares 160,680 $12.1M 0.17% +12,351 Timeline CWB 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: 120,539 shares; 2024Q4: 117,522 shares; 2025Q1: 125,586 shares; 2025Q2: 133,952 shares; 2025Q3: 130,221 shares; 2025Q4: 134,364 shares 134,364 $12M 0.17% +4,143 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: 147,376 shares; 2024Q4: 138,066 shares; 2025Q1: 129,517 shares; 2025Q2: 175,522 shares; 2025Q3: 232,565 shares; 2025Q4: 234,842 shares 234,842 $11.9M 0.17% +2,277 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,536 shares; 2024Q4: 276,781 shares; 2025Q1: 289,935 shares; 2025Q2: 288,391 shares; 2025Q3: 232,600 shares; 2025Q4: 255,705 shares 255,705 $11.8M 0.17% +23,105 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: 89,003 shares; 2024Q4: 100,381 shares; 2025Q1: 124,557 shares; 2025Q2: 146,131 shares; 2025Q3: 171,631 shares; 2025Q4: 229,564 shares 229,564 $11.7M 0.17% +57,933 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,516 shares; 2024Q4: 219,881 shares; 2025Q1: 222,995 shares; 2025Q2: 220,994 shares; 2025Q3: 218,672 shares; 2025Q4: 202,292 shares 202,292 $11.7M 0.17% -16,380 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: 183,638 shares; 2024Q4: 158,586 shares; 2025Q1: 165,008 shares; 2025Q2: 171,231 shares; 2025Q3: 162,592 shares; 2025Q4: 157,574 shares 157,574 $11.6M 0.16% -5,018 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,125 shares; 2024Q4: 27,617 shares; 2025Q1: 28,852 shares; 2025Q2: 31,563 shares; 2025Q3: 28,335 shares; 2025Q4: 24,813 shares 24,813 $11.6M 0.16% -3,522 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,314 shares; 2024Q4: 82,469 shares; 2025Q1: 86,388 shares; 2025Q2: 88,312 shares; 2025Q3: 85,887 shares; 2025Q4: 71,754 shares 71,754 $11.5M 0.16% -14,133 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: 59,768 shares; 2024Q4: 57,166 shares; 2025Q1: 62,263 shares; 2025Q2: 68,924 shares; 2025Q3: 79,078 shares; 2025Q4: 115,623 shares 115,623 $11.5M 0.16% +36,545 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: 342,412 shares; 2024Q4: 327,869 shares; 2025Q1: 289,913 shares; 2025Q2: 282,639 shares; 2025Q3: 196,238 shares; 2025Q4: 193,458 shares 193,458 $11.4M 0.16% -2,780 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,845 shares; 2024Q4: 71,837 shares; 2025Q1: 72,858 shares; 2025Q2: 74,220 shares; 2025Q3: 91,198 shares; 2025Q4: 92,711 shares 92,711 $11.4M 0.16% +1,513 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,994 shares; 2024Q4: 73,523 shares; 2025Q1: 72,977 shares; 2025Q2: 99,242 shares; 2025Q3: 76,010 shares; 2025Q4: 83,257 shares 83,257 $11.3M 0.16% +7,247 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,601 shares; 2025Q1: 113,319 shares; 2025Q2: 245,964 shares; 2025Q3: 365,726 shares; 2025Q4: 468,247 shares 468,247 $11.3M 0.16% +102,521 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,985 shares; 2025Q1: 10,507 shares; 2025Q2: 10,462 shares; 2025Q3: 10,399 shares; 2025Q4: 10,496 shares 10,496 $11.2M 0.16% +97 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: 22,307 shares; 2024Q4: 20,939 shares; 2025Q1: 22,225 shares; 2025Q2: 22,470 shares; 2025Q3: 24,339 shares; 2025Q4: 23,867 shares 23,867 $11.2M 0.16% -472 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,024 shares; 2024Q4: 128,893 shares; 2025Q1: 116,793 shares; 2025Q2: 108,766 shares; 2025Q3: 104,324 shares; 2025Q4: 97,921 shares 97,921 $11.1M 0.16% -6,403 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,345 shares; 2024Q4: 17,785 shares; 2025Q1: 20,223 shares; 2025Q2: 21,947 shares; 2025Q3: 21,507 shares; 2025Q4: 19,630 shares 19,630 $11.1M 0.16% -1,877 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,878 shares; 2024Q4: 123,295 shares; 2025Q1: 140,000 shares; 2025Q2: 149,399 shares; 2025Q3: 152,368 shares; 2025Q4: 158,203 shares 158,203 $11M 0.16% +5,835 Timeline TOK 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: 63,467 shares; 2024Q4: 62,763 shares; 2025Q1: 62,216 shares; 2025Q2: 61,825 shares; 2025Q3: 72,520 shares; 2025Q4: 78,205 shares 78,205 $10.8M 0.15% +5,685 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: 435,747 shares; 2024Q4: 425,313 shares; 2025Q1: 458,117 shares; 2025Q2: 428,379 shares; 2025Q3: 396,724 shares; 2025Q4: 389,131 shares 389,131 $10.7M 0.15% -7,593 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: 245,901 shares; 2024Q4: 254,648 shares; 2025Q1: 250,367 shares; 2025Q2: 237,626 shares; 2025Q3: 249,885 shares; 2025Q4: 189,209 shares 189,209 $10.4M 0.15% -60,676 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,489 shares; 2024Q4: 74,258 shares; 2025Q1: 77,663 shares; 2025Q2: 40,759 shares; 2025Q3: 32,867 shares; 2025Q4: 118,723 shares 118,723 $10.3M 0.15% +85,856 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: 25,120 shares; 2024Q4: 22,974 shares; 2025Q1: 25,096 shares; 2025Q2: 46,263 shares; 2025Q3: 45,983 shares; 2025Q4: 45,059 shares 45,059 $10.3M 0.15% -924 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,679 shares; 2024Q4: 77,983 shares; 2025Q1: 57,442 shares; 2025Q2: 59,892 shares; 2025Q3: 56,503 shares; 2025Q4: 63,336 shares 63,336 $10.3M 0.15% +6,833 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,784 shares; 2024Q4: 61,798 shares; 2025Q1: 591,283 shares; 2025Q2: 622,259 shares; 2025Q3: 1,335,219 shares; 2025Q4: 872,724 shares 872,724 $10.2M 0.15% -462,495 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: 59,872 shares; 2024Q4: 58,920 shares; 2025Q1: 62,352 shares; 2025Q2: 55,739 shares; 2025Q3: 60,978 shares; 2025Q4: 56,091 shares 56,091 $10.2M 0.14% -4,887 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,903 shares; 2025Q1: 14,889 shares; 2025Q2: 14,455 shares; 2025Q3: 14,564 shares; 2025Q4: 14,988 shares 14,988 $9.93M 0.14% +424 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,321 shares; 2025Q1: 22,753 shares; 2025Q2: 22,648 shares; 2025Q3: 19,155 shares; 2025Q4: 57,088 shares 57,088 $9.77M 0.14% +37,933 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,030 shares; 2024Q4: 60,423 shares; 2025Q1: 60,906 shares; 2025Q2: 64,493 shares; 2025Q3: 70,375 shares; 2025Q4: 44,054 shares 44,054 $9.68M 0.14% -26,321 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,771 shares; 2024Q4: 30,875 shares; 2025Q1: 30,252 shares; 2025Q2: 28,722 shares; 2025Q3: 26,969 shares; 2025Q4: 27,500 shares 27,500 $9.62M 0.14% +531 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,658 shares; 2024Q4: 147,978 shares; 2025Q1: 150,236 shares; 2025Q2: 152,473 shares; 2025Q3: 153,007 shares; 2025Q4: 137,265 shares 137,265 $9.6M 0.14% -15,742 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: 21,395 shares; 2024Q4: 21,581 shares; 2025Q1: 23,060 shares; 2025Q2: 22,798 shares; 2025Q3: 22,702 shares; 2025Q4: 22,388 shares 22,388 $9.55M 0.14% -314 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: 35,975 shares; 2024Q4: 36,045 shares; 2025Q1: 36,291 shares; 2025Q2: 34,836 shares; 2025Q3: 35,289 shares; 2025Q4: 34,847 shares 34,847 $9.52M 0.14% -442 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,382 shares; 2024Q4: 70,368 shares; 2025Q1: 145,798 shares; 2025Q2: 186,330 shares; 2025Q3: 204,306 shares; 2025Q4: 188,072 shares 188,072 $9.51M 0.14% -16,234 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 8,398 shares; 2025Q1: 22,563 shares; 2025Q2: 13,195 shares; 2025Q3: 14,550 shares; 2025Q4: 14,548 shares 14,548 $9.51M 0.14% -2 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: 141,508 shares; 2024Q4: 177,734 shares; 2025Q1: 163,618 shares; 2025Q2: 161,974 shares; 2025Q3: 154,433 shares; 2025Q4: 157,052 shares 157,052 $9.44M 0.13% +2,619 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: 68,213 shares; 2024Q4: 70,027 shares; 2025Q1: 59,357 shares; 2025Q2: 80,463 shares; 2025Q3: 81,450 shares; 2025Q4: 79,641 shares 79,641 $9.38M 0.13% -1,809 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: 385,552 shares; 2025Q1: 415,230 shares; 2025Q2: 412,220 shares; 2025Q3: 327,531 shares; 2025Q4: 320,270 shares 320,270 $9.37M 0.13% -7,261 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,395 shares; 2024Q4: 82,494 shares; 2025Q1: 75,885 shares; 2025Q2: 74,922 shares; 2025Q3: 77,344 shares; 2025Q4: 90,008 shares 90,008 $9.37M 0.13% +12,664 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,331 shares; 2024Q4: 103,776 shares; 2025Q1: 106,415 shares; 2025Q2: 120,109 shares; 2025Q3: 145,871 shares; 2025Q4: 111,456 shares 111,456 $9.33M 0.13% -34,415 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: 162,631 shares; 2024Q4: 157,381 shares; 2025Q1: 160,003 shares; 2025Q2: 239,929 shares; 2025Q3: 263,165 shares; 2025Q4: 154,894 shares 154,894 $9.28M 0.13% -108,271 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: 126,620 shares; 2024Q4: 126,806 shares; 2025Q1: 127,555 shares; 2025Q2: 114,087 shares; 2025Q3: 108,157 shares; 2025Q4: 108,422 shares 108,422 $9.13M 0.13% +265 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,283 shares; 2024Q4: 246,029 shares; 2025Q1: 244,152 shares; 2025Q2: 250,861 shares; 2025Q3: 251,573 shares; 2025Q4: 221,815 shares 221,815 $9.12M 0.13% -29,758 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,397 shares; 2024Q4: 30,318 shares; 2025Q1: 31,411 shares; 2025Q2: 29,226 shares; 2025Q3: 30,226 shares; 2025Q4: 30,629 shares 30,629 $8.99M 0.13% +403 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: 12,930 shares; 2024Q4: 12,993 shares; 2025Q1: 14,033 shares; 2025Q2: 16,454 shares; 2025Q3: 47,266 shares; 2025Q4: 46,364 shares 46,364 $8.97M 0.13% -902 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,109 shares; 2024Q4: 59,811 shares; 2025Q1: 61,335 shares; 2025Q2: 61,775 shares; 2025Q3: 62,400 shares; 2025Q4: 51,654 shares 51,654 $8.96M 0.13% -10,746 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,631 shares; 2024Q4: 81,069 shares; 2025Q1: 94,229 shares; 2025Q2: 182,982 shares; 2025Q3: 189,136 shares; 2025Q4: 202,573 shares 202,573 $8.84M 0.13% +13,437 Timeline CIBR 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: 99,675 shares; 2024Q4: 110,504 shares; 2025Q1: 114,891 shares; 2025Q2: 98,743 shares; 2025Q3: 124,247 shares; 2025Q4: 123,253 shares 123,253 $8.81M 0.13% -994 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,985 shares; 2024Q4: 38,305 shares; 2025Q1: 39,342 shares; 2025Q2: 40,443 shares; 2025Q3: 39,905 shares; 2025Q4: 37,842 shares 37,842 $8.75M 0.12% -2,063 Timeline SDY 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: 47,462 shares; 2024Q4: 54,264 shares; 2025Q1: 55,244 shares; 2025Q2: 57,041 shares; 2025Q3: 61,654 shares; 2025Q4: 62,740 shares 62,740 $8.73M 0.12% +1,086 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 5,132 shares; 2025Q1: 6,077 shares; 2025Q2: 8,840 shares; 2025Q3: 7,124 shares; 2025Q4: 7,172 shares 7,172 $8.71M 0.12% +48 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,938 shares; 2024Q4: 37,135 shares; 2025Q1: 44,700 shares; 2025Q2: 36,173 shares; 2025Q3: 23,783 shares; 2025Q4: 35,380 shares 35,380 $8.71M 0.12% +11,597 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,011 shares; 2024Q4: 100,770 shares; 2025Q1: 100,639 shares; 2025Q2: 98,414 shares; 2025Q3: 91,497 shares; 2025Q4: 81,762 shares 81,762 $8.68M 0.12% -9,735 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: 160,772 shares; 2024Q4: 127,403 shares; 2025Q1: 134,104 shares; 2025Q2: 216,040 shares; 2025Q3: 205,738 shares; 2025Q4: 170,619 shares 170,619 $8.67M 0.12% -35,119 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,212 shares; 2024Q4: 123,262 shares; 2025Q1: 133,260 shares; 2025Q2: 179,350 shares; 2025Q3: 181,841 shares; 2025Q4: 191,032 shares 191,032 $8.64M 0.12% +9,191 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,669 shares; 2025Q1: 17,275 shares; 2025Q2: 17,075 shares; 2025Q3: 12,853 shares; 2025Q4: 14,232 shares 14,232 $8.59M 0.12% +1,379 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,308 shares; 2024Q4: 91,477 shares; 2025Q1: 89,771 shares; 2025Q2: 86,899 shares; 2025Q3: 84,837 shares; 2025Q4: 85,631 shares 85,631 $8.56M 0.12% +794 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: 75,792 shares; 2024Q4: 75,628 shares; 2025Q1: 68,243 shares; 2025Q2: 53,707 shares; 2025Q3: 70,578 shares; 2025Q4: 58,315 shares 58,315 $8.55M 0.12% -12,263 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,350 shares; 2024Q4: 382,246 shares; 2025Q1: 397,694 shares; 2025Q2: 393,615 shares; 2025Q3: 405,110 shares; 2025Q4: 421,141 shares 421,141 $8.52M 0.12% +16,031 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,921 shares; 2024Q4: 187,181 shares; 2025Q1: 259,970 shares; 2025Q2: 283,646 shares; 2025Q3: 210,389 shares; 2025Q4: 270,118 shares 270,118 $8.49M 0.12% +59,729 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,231 shares; 2024Q4: 70,828 shares; 2025Q1: 70,605 shares; 2025Q2: 66,228 shares; 2025Q3: 63,603 shares; 2025Q4: 62,141 shares 62,141 $8.45M 0.12% -1,462 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 21,207 shares; 2025Q1: 22,425 shares; 2025Q2: 22,033 shares; 2025Q3: 21,401 shares; 2025Q4: 23,970 shares 23,970 $8.42M 0.12% +2,569 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: 13,724 shares; 2024Q4: 16,541 shares; 2025Q1: 33,963 shares; 2025Q2: 34,250 shares; 2025Q3: 21,805 shares; 2025Q4: 69,757 shares 69,757 $8.33M 0.12% +47,952 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: 175,017 shares; 2024Q4: 147,743 shares; 2025Q1: 143,860 shares; 2025Q2: 143,796 shares; 2025Q3: 150,054 shares; 2025Q4: 157,398 shares 157,398 $8.32M 0.12% +7,344 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,871 shares; 2024Q4: 16,434 shares; 2025Q1: 16,277 shares; 2025Q2: 16,100 shares; 2025Q3: 15,269 shares; 2025Q4: 15,040 shares 15,040 $8.32M 0.12% -229 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,891 shares; 2024Q4: 290,185 shares; 2025Q1: 347,208 shares; 2025Q2: 347,005 shares; 2025Q3: 297,643 shares; 2025Q4: 287,757 shares 287,757 $8.29M 0.12% -9,886 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297,909 shares; 2025Q4: 333,444 shares 333,444 $8.28M 0.12% +35,535 Timeline GBIL 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: 70,602 shares; 2024Q4: 67,385 shares; 2025Q1: 100,718 shares; 2025Q2: 102,815 shares; 2025Q3: 95,581 shares; 2025Q4: 81,808 shares 81,808 $8.18M 0.12% -13,773 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,387 shares; 2024Q4: 80,126 shares; 2025Q1: 43,416 shares; 2025Q2: 71,381 shares; 2025Q3: 130,754 shares; 2025Q4: 152,377 shares 152,377 $8.17M 0.12% +21,623 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: 110,334 shares; 2024Q4: 98,769 shares; 2025Q1: 117,272 shares; 2025Q2: 100,157 shares; 2025Q3: 101,186 shares; 2025Q4: 101,512 shares 101,512 $8.15M 0.12% +326 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: 64,566 shares; 2024Q4: 41,951 shares; 2025Q1: 49,798 shares; 2025Q2: 34,986 shares; 2025Q3: 48,333 shares; 2025Q4: 52,343 shares 52,343 $8.12M 0.12% +4,010 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: 33,934 shares; 2024Q4: 50,320 shares; 2025Q1: 59,316 shares; 2025Q2: 59,685 shares; 2025Q3: 62,919 shares; 2025Q4: 55,849 shares 55,849 $8.08M 0.11% -7,070 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,808 shares; 2024Q4: 36,660 shares; 2025Q1: 40,219 shares; 2025Q2: 100,598 shares; 2025Q3: 100,532 shares; 2025Q4: 102,526 shares 102,526 $8.03M 0.11% +1,994 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,676 shares; 2024Q4: 266,849 shares; 2025Q1: 262,970 shares; 2025Q2: 254,903 shares; 2025Q3: 249,134 shares; 2025Q4: 253,170 shares 253,170 $8.02M 0.11% +4,036 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,980 shares; 2024Q4: 119,187 shares; 2025Q1: 137,023 shares; 2025Q2: 141,716 shares; 2025Q3: 131,011 shares; 2025Q4: 100,735 shares 100,735 $7.94M 0.11% -30,276 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,002 shares; 2024Q4: 40,599 shares; 2025Q1: 38,867 shares; 2025Q2: 37,141 shares; 2025Q3: 36,516 shares; 2025Q4: 36,961 shares 36,961 $7.94M 0.11% +445 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,313 shares; 2024Q4: 25,669 shares; 2025Q1: 26,419 shares; 2025Q2: 29,476 shares; 2025Q3: 34,490 shares; 2025Q4: 37,410 shares 37,410 $7.93M 0.11% +2,920 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,446 shares; 2024Q4: 59,842 shares; 2025Q1: 99,053 shares; 2025Q2: 141,047 shares; 2025Q3: 141,207 shares; 2025Q4: 146,803 shares 146,803 $7.91M 0.11% +5,596 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,565 shares; 2024Q4: 39,199 shares; 2025Q1: 37,967 shares; 2025Q2: 32,597 shares; 2025Q3: 32,567 shares; 2025Q4: 32,323 shares 32,323 $7.91M 0.11% -244 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,983 shares; 2024Q4: 33,421 shares; 2025Q1: 33,215 shares; 2025Q2: 39,141 shares; 2025Q3: 38,157 shares; 2025Q4: 37,787 shares 37,787 $7.9M 0.11% -370 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: 173,581 shares; 2024Q4: 86,479 shares; 2025Q1: 137,235 shares; 2025Q2: 128,943 shares; 2025Q3: 124,751 shares; 2025Q4: 205,796 shares 205,796 $7.9M 0.11% +81,045 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: 961,030 shares; 2024Q4: 999,694 shares; 2025Q1: 924,152 shares; 2025Q2: 600,289 shares; 2025Q3: 947,832 shares; 2025Q4: 475,693 shares 475,693 $7.84M 0.11% -472,139 Timeline JCPB 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: 105,103 shares; 2024Q4: 114,941 shares; 2025Q1: 128,915 shares; 2025Q2: 135,248 shares; 2025Q3: 155,971 shares; 2025Q4: 163,199 shares 163,199 $7.73M 0.11% +7,228 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,305 shares; 2024Q4: 85,619 shares; 2025Q1: 91,437 shares; 2025Q2: 91,339 shares; 2025Q3: 86,407 shares; 2025Q4: 90,263 shares 90,263 $7.64M 0.11% +3,856 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,608 shares; 2024Q4: 38,886 shares; 2025Q1: 37,777 shares; 2025Q2: 33,605 shares; 2025Q3: 54,683 shares; 2025Q4: 78,771 shares 78,771 $7.57M 0.11% +24,088 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: 156,112 shares; 2024Q4: 156,628 shares; 2025Q1: 159,321 shares; 2025Q2: 158,415 shares; 2025Q3: 118,121 shares; 2025Q4: 126,565 shares 126,565 $7.54M 0.11% +8,444 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,177 shares; 2024Q4: 51,262 shares; 2025Q1: 47,576 shares; 2025Q2: 44,928 shares; 2025Q3: 40,859 shares; 2025Q4: 45,839 shares 45,839 $7.46M 0.11% +4,980 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 9,232 shares; 2025Q1: 7,604 shares; 2025Q2: 71,260 shares; 2025Q3: 70,892 shares; 2025Q4: 69,890 shares 69,890 $7.46M 0.11% -1,002 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: 82,968 shares; 2024Q4: 94,975 shares; 2025Q1: 83,706 shares; 2025Q2: 85,566 shares; 2025Q3: 74,340 shares; 2025Q4: 61,634 shares 61,634 $7.38M 0.1% -12,706 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,434 shares; 2024Q4: 222,661 shares; 2025Q1: 209,584 shares; 2025Q2: 212,710 shares; 2025Q3: 209,297 shares; 2025Q4: 202,736 shares 202,736 $7.35M 0.1% -6,561 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,653 shares; 2024Q4: 58,388 shares; 2025Q1: 49,781 shares; 2025Q2: 53,564 shares; 2025Q3: 52,384 shares; 2025Q4: 52,249 shares 52,249 $7.33M 0.1% -135 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,829 shares; 2024Q4: 158,767 shares; 2025Q1: 169,354 shares; 2025Q2: 179,762 shares; 2025Q3: 201,215 shares; 2025Q4: 190,763 shares 190,763 $7.31M 0.1% -10,452 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: 53,449 shares; 2024Q4: 49,639 shares; 2025Q1: 48,066 shares; 2025Q2: 46,579 shares; 2025Q3: 49,103 shares; 2025Q4: 62,195 shares 62,195 $7.29M 0.1% +13,092 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,185 shares; 2024Q4: 188,057 shares; 2025Q1: 27,960 shares; 2025Q2: 27,621 shares; 2025Q3: 28,375 shares; 2025Q4: 136,187 shares 136,187 $7.27M 0.1% +107,812 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: 261,868 shares; 2024Q4: 226,206 shares; 2025Q1: 281,113 shares; 2025Q2: 331,079 shares; 2025Q3: 216,552 shares; 2025Q4: 196,100 shares 196,100 $7.24M 0.1% -20,452 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,910 shares; 2024Q4: 48,995 shares; 2025Q1: 48,124 shares; 2025Q2: 69,317 shares; 2025Q3: 87,221 shares; 2025Q4: 84,299 shares 84,299 $7.23M 0.1% -2,922 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,775 shares; 2024Q4: 167,007 shares; 2025Q1: 162,388 shares; 2025Q2: 162,628 shares; 2025Q3: 163,559 shares; 2025Q4: 156,555 shares 156,555 $7.21M 0.1% -7,004 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,941 shares; 2024Q4: 521,841 shares; 2025Q1: 528,391 shares; 2025Q2: 524,171 shares; 2025Q3: 514,396 shares; 2025Q4: 415,114 shares 415,114 $7.19M 0.1% -99,282 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,609 shares; 2024Q4: 27,094 shares; 2025Q1: 37,010 shares; 2025Q2: 38,925 shares; 2025Q3: 40,247 shares; 2025Q4: 44,601 shares 44,601 $7.18M 0.1% +4,354 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: 136,647 shares; 2024Q4: 129,847 shares; 2025Q1: 140,696 shares; 2025Q2: 147,207 shares; 2025Q3: 140,565 shares; 2025Q4: 140,862 shares 140,862 $7.16M 0.1% +297 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,700 shares; 2024Q4: 162,246 shares; 2025Q1: 166,541 shares; 2025Q2: 218,952 shares; 2025Q3: 218,791 shares; 2025Q4: 216,283 shares 216,283 $7.14M 0.1% -2,508 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 1,919 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 19,731 shares; 2025Q4: 19,731 shares 19,731 $7.1M 0.1% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,829 shares; 2024Q4: 12,683 shares; 2025Q1: 12,667 shares; 2025Q2: 12,714 shares; 2025Q3: 12,596 shares; 2025Q4: 12,623 shares 12,623 $6.98M 0.1% +27 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,004 shares; 2024Q4: 39,683 shares; 2025Q1: 40,357 shares; 2025Q2: 43,846 shares; 2025Q3: 45,313 shares; 2025Q4: 49,177 shares 49,177 $6.94M 0.1% +3,864 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: 47,754 shares; 2024Q4: 47,024 shares; 2025Q1: 51,075 shares; 2025Q2: 42,409 shares; 2025Q3: 39,830 shares; 2025Q4: 39,203 shares 39,203 $6.88M 0.1% -627 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 21,507 shares; 2025Q1: 22,532 shares; 2025Q2: 31,371 shares; 2025Q3: 28,640 shares; 2025Q4: 28,185 shares 28,185 $6.83M 0.1% -455 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,957 shares; 2025Q1: 4,131 shares; 2025Q2: 5,045 shares; 2025Q3: 4,851 shares; 2025Q4: 18,277 shares 18,277 $6.83M 0.1% +13,426 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,575 shares; 2024Q4: 65,080 shares; 2025Q1: 94,531 shares; 2025Q2: 256,315 shares; 2025Q3: 188,780 shares; 2025Q4: 176,264 shares 176,264 $6.8M 0.1% -12,516 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: 71,279 shares; 2024Q4: 71,087 shares; 2025Q1: 67,523 shares; 2025Q2: 58,462 shares; 2025Q3: 58,229 shares; 2025Q4: 57,823 shares 57,823 $6.8M 0.1% -406 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,293 shares; 2024Q4: 107,532 shares; 2025Q1: 109,538 shares; 2025Q2: 119,038 shares; 2025Q3: 122,090 shares; 2025Q4: 134,055 shares 134,055 $6.78M 0.1% +11,965 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,010 shares; 2024Q4: 66,757 shares; 2025Q1: 85,180 shares; 2025Q2: 171,543 shares; 2025Q3: 268,239 shares; 2025Q4: 350,006 shares 350,006 $6.75M 0.1% +81,767 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: 247,151 shares; 2024Q4: 365,439 shares; 2025Q1: 242,154 shares; 2025Q2: 178,605 shares; 2025Q3: 170,564 shares; 2025Q4: 256,296 shares 256,296 $6.71M 0.1% +85,732 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: 91,410 shares; 2024Q4: 96,301 shares; 2025Q1: 105,170 shares; 2025Q2: 110,495 shares; 2025Q3: 116,625 shares; 2025Q4: 118,472 shares 118,472 $6.68M 0.09% +1,847 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 8,427 shares; 2025Q1: 8,539 shares; 2025Q2: 8,621 shares; 2025Q3: 8,750 shares; 2025Q4: 8,710 shares 8,710 $6.67M 0.09% -40 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,808 shares; 2024Q4: 199,811 shares; 2025Q1: 194,872 shares; 2025Q2: 194,047 shares; 2025Q3: 191,610 shares; 2025Q4: 172,128 shares 172,128 $6.65M 0.09% -19,482 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: 45,389 shares; 2024Q4: 44,523 shares; 2025Q1: 37,691 shares; 2025Q2: 37,763 shares; 2025Q3: 37,769 shares; 2025Q4: 37,834 shares 37,834 $6.57M 0.09% +65 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,754 shares; 2024Q4: 110,152 shares; 2025Q1: 109,970 shares; 2025Q2: 116,024 shares; 2025Q3: 131,054 shares; 2025Q4: 166,973 shares 166,973 $6.54M 0.09% +35,919 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,918 shares; 2024Q4: 46,495 shares; 2025Q1: 51,137 shares; 2025Q2: 49,917 shares; 2025Q3: 47,820 shares; 2025Q4: 34,024 shares 34,024 $6.52M 0.09% -13,796 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,553 shares; 2024Q4: 86,829 shares; 2025Q1: 80,169 shares; 2025Q2: 79,816 shares; 2025Q3: 80,532 shares; 2025Q4: 80,970 shares 80,970 $6.46M 0.09% +438 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,068 shares; 2024Q4: 75,852 shares; 2025Q1: 69,516 shares; 2025Q2: 66,776 shares; 2025Q3: 61,926 shares; 2025Q4: 52,789 shares 52,789 $6.44M 0.09% -9,137 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,151 shares; 2024Q4: 37,275 shares; 2025Q1: 39,270 shares; 2025Q2: 36,067 shares; 2025Q3: 36,332 shares; 2025Q4: 39,811 shares 39,811 $6.43M 0.09% +3,479 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: 21,756 shares; 2024Q4: 22,178 shares; 2025Q1: 23,199 shares; 2025Q2: 22,375 shares; 2025Q3: 23,243 shares; 2025Q4: 20,516 shares 20,516 $6.4M 0.09% -2,727 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 7,767 shares; 2025Q1: 7,443 shares; 2025Q2: 6,236 shares; 2025Q3: 6,305 shares; 2025Q4: 7,262 shares 7,262 $6.38M 0.09% +957 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,296 shares; 2024Q4: 19,566 shares; 2025Q1: 19,395 shares; 2025Q2: 19,274 shares; 2025Q3: 20,208 shares; 2025Q4: 20,255 shares 20,255 $6.38M 0.09% +47 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,427 shares; 2025Q4: 1,569,148 shares 1,569,148 $6.36M 0.09% +1,474,721 Timeline IMCG 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: 87,594 shares; 2024Q4: 88,557 shares; 2025Q1: 87,886 shares; 2025Q2: 87,639 shares; 2025Q3: 73,039 shares; 2025Q4: 79,594 shares 79,594 $6.35M 0.09% +6,555 Timeline FEGE 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: 131,828 shares; 2025Q4: 136,653 shares 136,653 $6.29M 0.09% +4,825 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: 121,739 shares; 2024Q4: 126,116 shares; 2025Q1: 126,368 shares; 2025Q2: 144,899 shares; 2025Q3: 243,517 shares; 2025Q4: 243,373 shares 243,373 $6.28M 0.09% -144 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 4,233 shares; 2025Q1: 7,931 shares; 2025Q2: 7,238 shares; 2025Q3: 7,005 shares; 2025Q4: 6,839 shares 6,839 $6.2M 0.09% -166 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,397 shares; 2024Q4: 400,286 shares; 2025Q1: 404,452 shares; 2025Q2: 431,336 shares; 2025Q3: 442,870 shares; 2025Q4: 495,055 shares 495,055 $6.15M 0.09% +52,185 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,960 shares; 2024Q4: 46,954 shares; 2025Q1: 75,032 shares; 2025Q2: 60,041 shares; 2025Q3: 55,293 shares; 2025Q4: 83,692 shares 83,692 $6.15M 0.09% +28,399 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,482 shares; 2025Q2: 97,153 shares; 2025Q3: 98,435 shares; 2025Q4: 92,310 shares 92,310 $6.09M 0.09% -6,125 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,489 shares; 2024Q4: 8,108 shares; 2025Q1: 9,727 shares; 2025Q2: 17,342 shares; 2025Q3: 18,286 shares; 2025Q4: 18,768 shares 18,768 $6M 0.09% +482 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,712 shares; 2024Q4: 89,816 shares; 2025Q1: 94,556 shares; 2025Q2: 104,367 shares; 2025Q3: 110,873 shares; 2025Q4: 59,488 shares 59,488 $5.94M 0.08% -51,385 Timeline UCON 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: 178,616 shares; 2024Q4: 193,858 shares; 2025Q1: 181,332 shares; 2025Q2: 173,543 shares; 2025Q3: 202,536 shares; 2025Q4: 235,665 shares 235,665 $5.93M 0.08% +33,129 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,099 shares; 2024Q4: 46,995 shares; 2025Q1: 50,570 shares; 2025Q2: 52,348 shares; 2025Q3: 63,019 shares; 2025Q4: 65,481 shares 65,481 $5.89M 0.08% +2,462 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,989 shares; 2024Q4: 92,335 shares; 2025Q1: 106,141 shares; 2025Q2: 86,461 shares; 2025Q3: 84,274 shares; 2025Q4: 81,079 shares 81,079 $5.88M 0.08% -3,195 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 12,926 shares; 2025Q1: 12,857 shares; 2025Q2: 12,709 shares; 2025Q3: 13,101 shares; 2025Q4: 13,704 shares 13,704 $5.86M 0.08% +603 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,043 shares; 2024Q4: 153,946 shares; 2025Q1: 163,271 shares; 2025Q2: 158,888 shares; 2025Q3: 160,488 shares; 2025Q4: 159,104 shares 159,104 $5.85M 0.08% -1,384 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,369 shares; 2025Q1: 1,431 shares; 2025Q2: 1,506 shares; 2025Q3: 2,710 shares; 2025Q4: 2,893 shares 2,893 $5.83M 0.08% +183 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,113 shares; 2024Q4: 46,506 shares; 2025Q1: 3,259 shares; 2025Q2: 10,946 shares; 2025Q3: 11,238 shares; 2025Q4: 44,920 shares 44,920 $5.82M 0.08% +33,682 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 23,511 shares; 2025Q1: 35,943 shares; 2025Q2: 42,405 shares; 2025Q3: 43,579 shares; 2025Q4: 37,914 shares 37,914 $5.8M 0.08% -5,665 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: 82,926 shares; 2024Q4: 84,777 shares; 2025Q1: 109,841 shares; 2025Q2: 113,362 shares; 2025Q3: 125,701 shares; 2025Q4: 126,331 shares 126,331 $5.79M 0.08% +630 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,290 shares; 2024Q4: 44,007 shares; 2025Q1: 66,766 shares; 2025Q2: 64,056 shares; 2025Q3: 55,135 shares; 2025Q4: 62,041 shares 62,041 $5.78M 0.08% +6,906 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,253 shares; 2025Q1: 2,603 shares; 2025Q2: 11,072 shares; 2025Q3: 10,907 shares; 2025Q4: 11,276 shares 11,276 $5.76M 0.08% +369 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,289 shares; 2024Q4: 18,941 shares; 2025Q1: 19,388 shares; 2025Q2: 40,398 shares; 2025Q3: 41,023 shares; 2025Q4: 40,591 shares 40,591 $5.76M 0.08% -432 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: 39,271 shares; 2024Q4: 38,165 shares; 2025Q1: 37,267 shares; 2025Q2: 37,727 shares; 2025Q3: 37,635 shares; 2025Q4: 35,578 shares 35,578 $5.72M 0.08% -2,057 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,199 shares; 2024Q4: 69,608 shares; 2025Q1: 58,894 shares; 2025Q2: 67,980 shares; 2025Q3: 66,214 shares; 2025Q4: 65,466 shares 65,466 $5.71M 0.08% -748 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: 42,438 shares; 2024Q4: 46,953 shares; 2025Q1: 35,676 shares; 2025Q2: 36,116 shares; 2025Q3: 56,858 shares; 2025Q4: 44,081 shares 44,081 $5.69M 0.08% -12,777 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,542 shares; 2024Q4: 64,787 shares; 2025Q1: 70,881 shares; 2025Q2: 59,391 shares; 2025Q3: 60,989 shares; 2025Q4: 63,308 shares 63,308 $5.66M 0.08% +2,319 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: 45,617 shares; 2024Q4: 45,104 shares; 2025Q1: 45,015 shares; 2025Q2: 39,236 shares; 2025Q3: 39,116 shares; 2025Q4: 42,304 shares 42,304 $5.6M 0.08% +3,188 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,932 shares; 2024Q4: 44,167 shares; 2025Q1: 44,224 shares; 2025Q2: 45,265 shares; 2025Q3: 45,637 shares; 2025Q4: 47,919 shares 47,919 $5.6M 0.08% +2,282 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 40,668 shares; 2025Q1: 42,463 shares; 2025Q2: 42,249 shares; 2025Q3: 42,175 shares; 2025Q4: 42,654 shares 42,654 $5.59M 0.08% +479 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,985 shares; 2024Q4: 119,858 shares; 2025Q1: 127,598 shares; 2025Q2: 132,165 shares; 2025Q3: 135,234 shares; 2025Q4: 134,684 shares 134,684 $5.59M 0.08% -550 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197,965 shares; 2025Q1: 198,881 shares; 2025Q2: 146,906 shares; 2025Q3: 146,955 shares; 2025Q4: 145,490 shares 145,490 $5.58M 0.08% -1,465 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,324 shares; 2024Q4: 121,062 shares; 2025Q1: 144,543 shares; 2025Q2: 158,228 shares; 2025Q3: 184,314 shares; 2025Q4: 156,653 shares 156,653 $5.51M 0.08% -27,661 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,106 shares; 2024Q4: 135,290 shares; 2025Q1: 138,276 shares; 2025Q2: 142,500 shares; 2025Q3: 169,030 shares; 2025Q4: 111,728 shares 111,728 $5.5M 0.08% -57,302 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: 21,090 shares; 2024Q4: 16,055 shares; 2025Q1: 20,482 shares; 2025Q2: 21,795 shares; 2025Q3: 21,870 shares; 2025Q4: 19,810 shares 19,810 $5.46M 0.08% -2,060 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,274 shares; 2024Q4: 18,951 shares; 2025Q1: 28,493 shares; 2025Q2: 16,965 shares; 2025Q3: 16,515 shares; 2025Q4: 15,147 shares 15,147 $5.45M 0.08% -1,368 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,240 shares; 2024Q4: 72,278 shares; 2025Q1: 80,617 shares; 2025Q2: 88,142 shares; 2025Q3: 91,805 shares; 2025Q4: 96,106 shares 96,106 $5.45M 0.08% +4,301 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 2,372 shares; 2025Q1: 11,777 shares; 2025Q2: 16,687 shares; 2025Q3: 18,598 shares; 2025Q4: 20,792 shares 20,792 $5.43M 0.08% +2,194 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: 75,769 shares; 2024Q4: 69,557 shares; 2025Q1: 70,684 shares; 2025Q2: 67,591 shares; 2025Q3: 72,104 shares; 2025Q4: 84,632 shares 84,632 $5.39M 0.08% +12,528 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,590 shares; 2024Q4: 47,582 shares; 2025Q1: 49,004 shares; 2025Q2: 98,082 shares; 2025Q3: 74,801 shares; 2025Q4: 124,971 shares 124,971 $5.34M 0.08% +50,170 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,844 shares; 2024Q4: 242,416 shares; 2025Q1: 254,723 shares; 2025Q2: 257,376 shares; 2025Q3: 259,807 shares; 2025Q4: 224,867 shares 224,867 $5.33M 0.08% -34,940 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 6,051 shares; 2025Q1: 7,342 shares; 2025Q2: 7,900 shares; 2025Q3: 10,620 shares; 2025Q4: 34,750 shares 34,750 $5.32M 0.08% +24,130 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,522 shares; 2025Q2: 2,626 shares; 2025Q3: 2,818 shares; 2025Q4: 14,105 shares 14,105 $5.29M 0.08% +11,287 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: 34,492 shares; 2024Q4: 34,265 shares; 2025Q1: 35,710 shares; 2025Q2: 36,872 shares; 2025Q3: 36,186 shares; 2025Q4: 28,447 shares 28,447 $5.27M 0.07% -7,739 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,343 shares; 2024Q4: 96,662 shares; 2025Q1: 96,662 shares; 2025Q2: 96,662 shares; 2025Q3: 96,057 shares; 2025Q4: 100,554 shares 100,554 $5.26M 0.07% +4,497 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,826 shares; 2024Q4: 58,429 shares; 2025Q1: 65,197 shares; 2025Q2: 65,254 shares; 2025Q3: 65,989 shares; 2025Q4: 58,589 shares 58,589 $5.22M 0.07% -7,400 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,295 shares; 2024Q4: 24,764 shares; 2025Q1: 25,272 shares; 2025Q2: 26,129 shares; 2025Q3: 25,756 shares; 2025Q4: 25,660 shares 25,660 $5.21M 0.07% -96 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,153 shares; 2024Q4: 93,597 shares; 2025Q1: 163,355 shares; 2025Q2: 166,926 shares; 2025Q3: 142,816 shares; 2025Q4: 141,345 shares 141,345 $5.18M 0.07% -1,471 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: 17,194 shares; 2024Q4: 13,269 shares; 2025Q1: 13,390 shares; 2025Q2: 12,735 shares; 2025Q3: 12,312 shares; 2025Q4: 11,082 shares 11,082 $5.17M 0.07% -1,230 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,454 shares; 2024Q4: 43,555 shares; 2025Q1: 45,585 shares; 2025Q2: 49,610 shares; 2025Q3: 51,633 shares; 2025Q4: 56,104 shares 56,104 $5.13M 0.07% +4,471 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,086 shares; 2024Q4: 158,450 shares; 2025Q1: 147,417 shares; 2025Q2: 142,545 shares; 2025Q3: 130,069 shares; 2025Q4: 165,668 shares 165,668 $5.13M 0.07% +35,599 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,407 shares; 2025Q1: 7,812 shares; 2025Q2: 6,665 shares; 2025Q3: 4,815 shares; 2025Q4: 89,702 shares 89,702 $5.1M 0.07% +84,887 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,570 shares; 2024Q4: 8,880 shares; 2025Q1: 4,997 shares; 2025Q2: 4,515 shares; 2025Q3: 7,650 shares; 2025Q4: 25,582 shares 25,582 $5.08M 0.07% +17,932 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,331 shares; 2024Q4: 21,008 shares; 2025Q1: 36,232 shares; 2025Q2: 48,656 shares; 2025Q3: 42,227 shares; 2025Q4: 39,533 shares 39,533 $4.98M 0.07% -2,694 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: 34,133 shares; 2024Q4: 79,846 shares; 2025Q1: 80,478 shares; 2025Q2: 78,376 shares; 2025Q3: 77,679 shares; 2025Q4: 108,369 shares 108,369 $4.97M 0.07% +30,690 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,232 shares; 2024Q4: 53,313 shares; 2025Q1: 49,770 shares; 2025Q2: 51,264 shares; 2025Q3: 53,578 shares; 2025Q4: 55,493 shares 55,493 $4.96M 0.07% +1,915 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO 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: 33,435 shares; 2025Q4: 61,728 shares 61,728 $4.94M 0.07% +28,293 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,488 shares; 2024Q4: 25,042 shares; 2025Q1: 26,380 shares; 2025Q2: 27,065 shares; 2025Q3: 28,515 shares; 2025Q4: 25,254 shares 25,254 $4.91M 0.07% -3,261 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,052 shares; 2024Q4: 61,040 shares; 2025Q1: 60,207 shares; 2025Q2: 60,152 shares; 2025Q3: 60,254 shares; 2025Q4: 52,241 shares 52,241 $4.89M 0.07% -8,013 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,355 shares; 2024Q4: 57,915 shares; 2025Q1: 138,827 shares; 2025Q2: 115,143 shares; 2025Q3: 116,049 shares; 2025Q4: 96,938 shares 96,938 $4.85M 0.07% -19,111 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,977 shares; 2024Q4: 44,159 shares; 2025Q1: 44,713 shares; 2025Q2: 46,225 shares; 2025Q3: 45,800 shares; 2025Q4: 45,811 shares 45,811 $4.77M 0.07% +11 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,287 shares; 2025Q2: 32,088 shares; 2025Q3: 32,058 shares; 2025Q4: 145,870 shares 145,870 $4.75M 0.07% +113,812 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 36,212 shares; 2025Q1: 93,019 shares; 2025Q2: 111,442 shares; 2025Q3: 109,895 shares; 2025Q4: 127,060 shares 127,060 $4.68M 0.07% +17,165 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,955 shares; 2024Q4: 41,896 shares; 2025Q1: 46,246 shares; 2025Q2: 45,554 shares; 2025Q3: 47,921 shares; 2025Q4: 113,119 shares 113,119 $4.67M 0.07% +65,198 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,179 shares; 2024Q4: 604,180 shares; 2025Q1: 2,253,059 shares; 2025Q2: 1,553,927 shares; 2025Q3: 479,882 shares; 2025Q4: 352,848 shares 352,848 $4.66M 0.07% -127,034 Timeline DOG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,863 shares; 2025Q4: 197,935 shares 197,935 $4.65M 0.07% +152,072 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 3,436 shares; 2025Q1: 24,646 shares; 2025Q2: 20,479 shares; 2025Q3: 18,128 shares; 2025Q4: 46,028 shares 46,028 $4.62M 0.07% +27,900 Timeline CALF 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: 198,055 shares; 2024Q4: 142,233 shares; 2025Q1: 131,415 shares; 2025Q2: 119,042 shares; 2025Q3: 108,433 shares; 2025Q4: 104,037 shares 104,037 $4.62M 0.07% -4,396 Timeline PAVE 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: 98,611 shares; 2024Q4: 114,278 shares; 2025Q1: 85,555 shares; 2025Q2: 81,691 shares; 2025Q3: 86,238 shares; 2025Q4: 96,157 shares 96,157 $4.6M 0.07% +9,919 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,344 shares; 2024Q4: 138,506 shares; 2025Q1: 159,194 shares; 2025Q2: 165,905 shares; 2025Q3: 169,204 shares; 2025Q4: 165,424 shares 165,424 $4.59M 0.07% -3,780 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 10,093 shares; 2025Q1: 9,226 shares; 2025Q2: 7,497 shares; 2025Q3: 7,624 shares; 2025Q4: 7,488 shares 7,488 $4.58M 0.07% -136 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 493,441 shares; 2025Q1: 488,366 shares; 2025Q2: 493,146 shares; 2025Q3: 406,419 shares; 2025Q4: 93,369 shares 93,369 $4.56M 0.06% -313,050 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: 46,948 shares; 2024Q4: 239,888 shares; 2025Q1: 240,163 shares; 2025Q2: 224,574 shares; 2025Q3: 204,134 shares; 2025Q4: 176,877 shares 176,877 $4.53M 0.06% -27,257 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: 2,379 shares; 2024Q4: 2,544 shares; 2025Q1: 8,367 shares; 2025Q2: 9,744 shares; 2025Q3: 9,591 shares; 2025Q4: 11,805 shares 11,805 $4.53M 0.06% +2,214 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,163 shares 118,163 $4.47M 0.06% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 17,674 shares; 2025Q1: 15,245 shares; 2025Q2: 13,532 shares; 2025Q3: 14,288 shares; 2025Q4: 19,851 shares 19,851 $4.43M 0.06% +5,563 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 10,352 shares; 2025Q1: 7,500 shares; 2025Q2: 9,175 shares; 2025Q3: 6,944 shares; 2025Q4: 7,721 shares 7,721 $4.38M 0.06% +777 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,804 shares; 2024Q4: 94,130 shares; 2025Q1: 96,272 shares; 2025Q2: 96,725 shares; 2025Q3: 95,729 shares; 2025Q4: 74,599 shares 74,599 $4.38M 0.06% -21,130 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,872 shares; 2024Q4: 39,897 shares; 2025Q1: 40,538 shares; 2025Q2: 29,200 shares; 2025Q3: 28,814 shares; 2025Q4: 21,523 shares 21,523 $4.37M 0.06% -7,291 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,302 shares; 2024Q4: 14,633 shares; 2025Q1: 21,600 shares; 2025Q2: 39,238 shares; 2025Q3: 39,103 shares; 2025Q4: 45,139 shares 45,139 $4.35M 0.06% +6,036 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,289 shares; 2024Q4: 63,690 shares; 2025Q1: 64,244 shares; 2025Q2: 66,446 shares; 2025Q3: 56,513 shares; 2025Q4: 72,704 shares 72,704 $4.31M 0.06% +16,191 Timeline SPHD 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: 85,702 shares; 2024Q4: 86,612 shares; 2025Q1: 90,841 shares; 2025Q2: 93,025 shares; 2025Q3: 94,413 shares; 2025Q4: 89,603 shares 89,603 $4.3M 0.06% -4,810 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,473 shares; 2025Q2: 12,880 shares; 2025Q3: 68,395 shares; 2025Q4: 70,674 shares 70,674 $4.3M 0.06% +2,279 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,238 shares; 2024Q4: 18,717 shares; 2025Q1: 20,624 shares; 2025Q2: 21,384 shares; 2025Q3: 23,727 shares; 2025Q4: 23,889 shares 23,889 $4.24M 0.06% +162 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,723 shares; 2024Q4: 72,074 shares; 2025Q1: 71,397 shares; 2025Q2: 71,045 shares; 2025Q3: 70,773 shares; 2025Q4: 69,165 shares 69,165 $4.23M 0.06% -1,608 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,828 shares; 2025Q1: 4,395 shares; 2025Q2: 4,214 shares; 2025Q3: 4,134 shares; 2025Q4: 4,180 shares 4,180 $4.22M 0.06% +46 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: 16,321 shares; 2024Q4: 16,884 shares; 2025Q1: 17,357 shares; 2025Q2: 19,195 shares; 2025Q3: 19,009 shares; 2025Q4: 17,116 shares 17,116 $4.22M 0.06% -1,893 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,961 shares; 2025Q3: 185,791 shares; 2025Q4: 205,734 shares 205,734 $4.21M 0.06% +19,943 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,567 shares; 2024Q4: 158,946 shares; 2025Q1: 166,514 shares; 2025Q2: 175,426 shares; 2025Q3: 183,622 shares; 2025Q4: 186,176 shares 186,176 $4.21M 0.06% +2,554 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,005 shares; 2025Q3: 80,960 shares; 2025Q4: 92,449 shares 92,449 $4.16M 0.06% +11,489 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,774 shares; 2024Q4: 45,080 shares; 2025Q1: 43,466 shares; 2025Q2: 35,496 shares; 2025Q3: 33,386 shares; 2025Q4: 30,025 shares 30,025 $4.09M 0.06% -3,361 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 10,409 shares; 2025Q1: 16,724 shares; 2025Q2: 12,717 shares; 2025Q3: 13,734 shares; 2025Q4: 18,053 shares 18,053 $4.08M 0.06% +4,319 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,253 shares; 2024Q4: 28,224 shares; 2025Q1: 28,235 shares; 2025Q2: 28,043 shares; 2025Q3: 27,890 shares; 2025Q4: 21,021 shares 21,021 $4.07M 0.06% -6,869 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,738 shares 90,738 $4.05M 0.06% new 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: 15,208 shares; 2024Q4: 15,886 shares; 2025Q1: 7,621 shares; 2025Q2: 2,201 shares; 2025Q3: 2,192 shares; 2025Q4: 26,907 shares 26,907 $4.04M 0.06% +24,715 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,108 shares; 2024Q4: 83,456 shares; 2025Q1: 89,570 shares; 2025Q2: 91,965 shares; 2025Q3: 90,714 shares; 2025Q4: 85,688 shares 85,688 $4.03M 0.06% -5,026 Timeline CGCP 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: 83,702 shares; 2024Q4: 88,588 shares; 2025Q1: 105,657 shares; 2025Q2: 160,559 shares; 2025Q3: 173,897 shares; 2025Q4: 175,440 shares 175,440 $3.97M 0.06% +1,543 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,301 shares; 2024Q4: 14,784 shares; 2025Q1: 14,784 shares; 2025Q2: 12,967 shares; 2025Q3: 12,967 shares; 2025Q4: 512,025 shares 512,025 $3.95M 0.06% +499,058 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: 24,143 shares; 2024Q4: 30,069 shares; 2025Q1: 43,707 shares; 2025Q2: 36,688 shares; 2025Q3: 36,772 shares; 2025Q4: 37,272 shares 37,272 $3.94M 0.06% +500 Timeline AIQ 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: 27,873 shares; 2024Q4: 28,934 shares; 2025Q1: 80,264 shares; 2025Q2: 77,992 shares; 2025Q3: 78,258 shares; 2025Q4: 77,294 shares 77,294 $3.93M 0.06% -964 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,282 shares; 2024Q4: 97,291 shares; 2025Q1: 114,626 shares; 2025Q2: 107,057 shares; 2025Q3: 129,241 shares; 2025Q4: 71,315 shares 71,315 $3.9M 0.06% -57,926 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: 78,051 shares; 2025Q3: 101,362 shares; 2025Q4: 55,770 shares 55,770 $3.89M 0.06% -45,592 Timeline HYLS 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: 56,656 shares; 2024Q4: 57,472 shares; 2025Q1: 54,366 shares; 2025Q2: 26,388 shares; 2025Q3: 26,974 shares; 2025Q4: 92,767 shares 92,767 $3.88M 0.06% +65,793 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: 35,663 shares; 2024Q4: 47,361 shares; 2025Q1: 34,363 shares; 2025Q2: 30,819 shares; 2025Q3: 26,267 shares; 2025Q4: 22,980 shares 22,980 $3.88M 0.06% -3,287 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,069 shares; 2024Q4: 49,892 shares; 2025Q1: 46,034 shares; 2025Q2: 41,207 shares; 2025Q3: 31,810 shares; 2025Q4: 28,749 shares 28,749 $3.84M 0.05% -3,061 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,607 shares; 2024Q4: 28,607 shares; 2025Q1: 356,485 shares; 2025Q2: 364,708 shares; 2025Q3: 361,085 shares; 2025Q4: 349,839 shares 349,839 $3.81M 0.05% -11,246 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,406 shares; 2024Q4: 33,259 shares; 2025Q1: 39,523 shares; 2025Q2: 39,305 shares; 2025Q3: 45,148 shares; 2025Q4: 39,948 shares 39,948 $3.81M 0.05% -5,200 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,653 shares; 2024Q4: 37,164 shares; 2025Q1: 36,371 shares; 2025Q2: 37,525 shares; 2025Q3: 39,184 shares; 2025Q4: 41,450 shares 41,450 $3.81M 0.05% +2,266 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: 17,379 shares; 2024Q4: 21,203 shares; 2025Q1: 26,103 shares; 2025Q2: 29,727 shares; 2025Q3: 42,467 shares; 2025Q4: 45,620 shares 45,620 $3.81M 0.05% +3,153 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 17,962 shares; 2025Q1: 15,620 shares; 2025Q2: 18,799 shares; 2025Q3: 13,367 shares; 2025Q4: 10,700 shares 10,700 $3.78M 0.05% -2,667 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,696 shares; 2024Q4: 24,658 shares; 2025Q1: 23,499 shares; 2025Q2: 23,278 shares; 2025Q3: 21,521 shares; 2025Q4: 21,518 shares 21,518 $3.77M 0.05% -3 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,866 shares; 2024Q4: 33,197 shares; 2025Q1: 32,270 shares; 2025Q2: 32,948 shares; 2025Q3: 34,263 shares; 2025Q4: 36,571 shares 36,571 $3.75M 0.05% +2,308 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,343 shares; 2024Q4: 62,805 shares; 2025Q1: 62,089 shares; 2025Q2: 58,052 shares; 2025Q3: 64,223 shares; 2025Q4: 63,825 shares 63,825 $3.74M 0.05% -398 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,560 shares; 2024Q4: 48,411 shares; 2025Q1: 48,789 shares; 2025Q2: 47,851 shares; 2025Q3: 49,128 shares; 2025Q4: 50,842 shares 50,842 $3.74M 0.05% +1,714 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,379 shares; 2024Q4: 60,567 shares; 2025Q1: 68,339 shares; 2025Q2: 79,138 shares; 2025Q3: 86,214 shares; 2025Q4: 94,646 shares 94,646 $3.73M 0.05% +8,432 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,938 shares; 2024Q4: 87,920 shares; 2025Q1: 100,402 shares; 2025Q2: 118,631 shares; 2025Q3: 117,893 shares; 2025Q4: 126,048 shares 126,048 $3.72M 0.05% +8,155 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,761 shares; 2024Q4: 35,499 shares; 2025Q1: 37,794 shares; 2025Q2: 51,581 shares; 2025Q3: 54,506 shares; 2025Q4: 58,451 shares 58,451 $3.72M 0.05% +3,945 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,851 shares; 2024Q4: 21,710 shares; 2025Q1: 25,043 shares; 2025Q2: 26,032 shares; 2025Q3: 17,196 shares; 2025Q4: 16,960 shares 16,960 $3.72M 0.05% -236 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,128 shares; 2024Q4: 28,580 shares; 2025Q1: 27,882 shares; 2025Q2: 26,902 shares; 2025Q3: 27,110 shares; 2025Q4: 27,774 shares 27,774 $3.71M 0.05% +664 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,361 shares; 2024Q4: 43,808 shares; 2025Q1: 41,329 shares; 2025Q2: 39,796 shares; 2025Q3: 39,249 shares; 2025Q4: 46,037 shares 46,037 $3.71M 0.05% +6,788 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,159 shares; 2024Q4: 15,721 shares; 2025Q1: 16,343 shares; 2025Q2: 16,337 shares; 2025Q3: 16,781 shares; 2025Q4: 18,073 shares 18,073 $3.71M 0.05% +1,292 Timeline SHLD 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: 37,300 shares; 2025Q1: 49,558 shares; 2025Q2: 62,153 shares; 2025Q3: 62,583 shares; 2025Q4: 57,004 shares 57,004 $3.69M 0.05% -5,579 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: 12,167 shares; 2024Q4: 12,421 shares; 2025Q1: 12,683 shares; 2025Q2: 12,430 shares; 2025Q3: 12,288 shares; 2025Q4: 11,703 shares 11,703 $3.63M 0.05% -585 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 19,354 shares; 2025Q1: 16,513 shares; 2025Q2: 16,580 shares; 2025Q3: 15,929 shares; 2025Q4: 16,954 shares 16,954 $3.62M 0.05% +1,025 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 27,316 shares; 2025Q1: 20,126 shares; 2025Q2: 52,387 shares; 2025Q3: 32,926 shares; 2025Q4: 30,235 shares 30,235 $3.61M 0.05% -2,691 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 14,529 shares; 2025Q1: 8,247 shares; 2025Q2: 8,440 shares; 2025Q3: 35,510 shares; 2025Q4: 36,755 shares 36,755 $3.6M 0.05% +1,245 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: 54,424 shares; 2024Q4: 54,941 shares; 2025Q1: 56,920 shares; 2025Q2: 61,772 shares; 2025Q3: 59,213 shares; 2025Q4: 33,877 shares 33,877 $3.56M 0.05% -25,336 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: 9,783 shares; 2024Q4: 9,261 shares; 2025Q1: 10,013 shares; 2025Q2: 7,235 shares; 2025Q3: 6,765 shares; 2025Q4: 6,924 shares 6,924 $3.53M 0.05% +159 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,157 shares; 2025Q1: 1,222 shares; 2025Q2: 7,749 shares; 2025Q3: 7,795 shares; 2025Q4: 8,424 shares 8,424 $3.51M 0.05% +629 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,033 shares; 2024Q4: 78,922 shares; 2025Q1: 85,741 shares; 2025Q2: 68,188 shares; 2025Q3: 63,987 shares; 2025Q4: 66,505 shares 66,505 $3.5M 0.05% +2,518 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: 36,718 shares; 2024Q4: 38,269 shares; 2025Q1: 50,915 shares; 2025Q2: 50,383 shares; 2025Q3: 49,610 shares; 2025Q4: 44,241 shares 44,241 $3.5M 0.05% -5,369 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: 73,806 shares; 2024Q4: 73,632 shares; 2025Q1: 75,261 shares; 2025Q2: 75,105 shares; 2025Q3: 75,016 shares; 2025Q4: 74,516 shares 74,516 $3.49M 0.05% -500 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,150 shares; 2025Q1: 491,378 shares; 2025Q2: 449,197 shares; 2025Q3: 299,339 shares; 2025Q4: 442,090 shares 442,090 $3.49M 0.05% +142,751 Timeline FDL 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: 65,386 shares; 2024Q4: 65,965 shares; 2025Q1: 70,523 shares; 2025Q2: 85,167 shares; 2025Q3: 82,593 shares; 2025Q4: 78,105 shares 78,105 $3.46M 0.05% -4,488 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,025 shares; 2024Q4: 168,865 shares; 2025Q1: 348,628 shares; 2025Q2: 330,628 shares; 2025Q3: 321,528 shares; 2025Q4: 302,715 shares 302,715 $3.44M 0.05% -18,813 Timeline BIZD 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: 17,124 shares; 2024Q4: 17,124 shares; 2025Q1: 14,347 shares; 2025Q2: 14,347 shares; 2025Q3: 14,347 shares; 2025Q4: 242,440 shares 242,440 $3.44M 0.05% +228,093 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: 23,111 shares; 2024Q4: 22,971 shares; 2025Q1: 27,052 shares; 2025Q2: 28,110 shares; 2025Q3: 27,398 shares; 2025Q4: 26,428 shares 26,428 $3.44M 0.05% -970 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: 11,450 shares; 2024Q4: 14,312 shares; 2025Q1: 12,054 shares; 2025Q2: 11,284 shares; 2025Q3: 11,836 shares; 2025Q4: 11,883 shares 11,883 $3.43M 0.05% +47 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,288 shares; 2024Q4: 165,655 shares; 2025Q1: 208,136 shares; 2025Q2: 210,890 shares; 2025Q3: 217,834 shares; 2025Q4: 212,917 shares 212,917 $3.43M 0.05% -4,917 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,349 shares; 2024Q4: 76,781 shares; 2025Q1: 82,415 shares; 2025Q2: 90,369 shares; 2025Q3: 98,094 shares; 2025Q4: 105,064 shares 105,064 $3.41M 0.05% +6,970 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,582 shares 1,582 $3.4M 0.05% +117 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 6,100 shares; 2025Q1: 6,318 shares; 2025Q2: 8,263 shares; 2025Q3: 18,556 shares; 2025Q4: 15,742 shares 15,742 $3.38M 0.05% -2,814 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: 42,678 shares; 2024Q4: 44,337 shares; 2025Q1: 66,126 shares; 2025Q2: 65,742 shares; 2025Q3: 65,616 shares; 2025Q4: 72,690 shares 72,690 $3.38M 0.05% +7,074 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: 12,736 shares; 2024Q4: 13,931 shares; 2025Q1: 13,579 shares; 2025Q2: 8,003 shares; 2025Q3: 7,999 shares; 2025Q4: 16,150 shares 16,150 $3.37M 0.05% +8,151 Timeline SPGP 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: 42,061 shares; 2024Q4: 36,439 shares; 2025Q1: 33,354 shares; 2025Q2: 32,246 shares; 2025Q3: 30,254 shares; 2025Q4: 29,436 shares 29,436 $3.35M 0.05% -818 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: 48,080 shares; 2024Q4: 48,369 shares; 2025Q1: 49,001 shares; 2025Q2: 47,128 shares; 2025Q3: 46,145 shares; 2025Q4: 45,389 shares 45,389 $3.34M 0.05% -756 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 18,590 shares; 2025Q1: 19,556 shares; 2025Q2: 9,459 shares; 2025Q3: 9,316 shares; 2025Q4: 9,666 shares 9,666 $3.33M 0.05% +350 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,285 shares; 2024Q4: 210,888 shares; 2025Q1: 223,153 shares; 2025Q2: 263,864 shares; 2025Q3: 266,988 shares; 2025Q4: 268,897 shares 268,897 $3.33M 0.05% +1,909 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,565 shares; 2024Q4: 196,765 shares; 2025Q1: 195,728 shares; 2025Q2: 195,510 shares; 2025Q3: 194,369 shares; 2025Q4: 194,889 shares 194,889 $3.3M 0.05% +520 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,571 shares; 2025Q1: 80,638 shares; 2025Q2: 346,289 shares; 2025Q3: 186,947 shares; 2025Q4: 174,763 shares 174,763 $3.28M 0.05% -12,184 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,618 shares; 2024Q4: 53,336 shares; 2025Q1: 55,837 shares; 2025Q2: 66,438 shares; 2025Q3: 85,508 shares; 2025Q4: 87,459 shares 87,459 $3.27M 0.05% +1,951 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: 14,949 shares; 2024Q4: 15,194 shares; 2025Q1: 16,250 shares; 2025Q2: 19,234 shares; 2025Q3: 20,136 shares; 2025Q4: 21,086 shares 21,086 $3.26M 0.05% +950 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,351 shares; 2024Q4: 33,032 shares; 2025Q1: 51,041 shares; 2025Q2: 86,276 shares; 2025Q3: 204,021 shares; 2025Q4: 215,869 shares 215,869 $3.24M 0.05% +11,848 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 8,512 shares; 2025Q1: 8,490 shares; 2025Q2: 9,912 shares; 2025Q3: 10,282 shares; 2025Q4: 9,988 shares 9,988 $3.24M 0.05% -294 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,498 shares; 2024Q4: 9,311 shares; 2025Q1: 10,094 shares; 2025Q2: 9,968 shares; 2025Q3: 10,512 shares; 2025Q4: 9,604 shares 9,604 $3.24M 0.05% -908 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,889 shares; 2025Q1: 13,736 shares; 2025Q2: 13,843 shares; 2025Q3: 14,221 shares; 2025Q4: 14,212 shares 14,212 $3.23M 0.05% -9 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: 63,436 shares; 2024Q4: 41,284 shares; 2025Q1: 35,637 shares; 2025Q2: 30,085 shares; 2025Q3: 30,962 shares; 2025Q4: 31,581 shares 31,581 $3.23M 0.05% +619 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,061 shares; 2024Q4: 197,120 shares; 2025Q1: 210,894 shares; 2025Q2: 212,205 shares; 2025Q3: 219,447 shares; 2025Q4: 221,036 shares 221,036 $3.23M 0.05% +1,589 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,780 shares; 2024Q4: 28,164 shares; 2025Q1: 29,667 shares; 2025Q2: 29,260 shares; 2025Q3: 29,352 shares; 2025Q4: 17,397 shares 17,397 $3.23M 0.05% -11,955 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,525 shares; 2024Q4: 268,461 shares; 2025Q1: 276,323 shares; 2025Q2: 296,999 shares; 2025Q3: 212,978 shares; 2025Q4: 209,096 shares 209,096 $3.22M 0.05% -3,882 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: 17,484 shares; 2024Q4: 17,465 shares; 2025Q1: 17,477 shares; 2025Q2: 17,414 shares; 2025Q3: 17,404 shares; 2025Q4: 17,324 shares 17,324 $3.21M 0.05% -80 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,057 shares; 2024Q4: 42,602 shares; 2025Q1: 42,468 shares; 2025Q2: 43,729 shares; 2025Q3: 48,066 shares; 2025Q4: 49,904 shares 49,904 $3.2M 0.05% +1,838 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,073 shares; 2024Q4: 39,649 shares; 2025Q1: 75,367 shares; 2025Q2: 48,021 shares; 2025Q3: 136,956 shares; 2025Q4: 213,158 shares 213,158 $3.18M 0.05% +76,202 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 10,801 shares; 2025Q1: 12,913 shares; 2025Q2: 18,618 shares; 2025Q3: 20,936 shares; 2025Q4: 20,745 shares 20,745 $3.15M 0.04% -191 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 15,907 shares; 2025Q1: 19,056 shares; 2025Q2: 15,662 shares; 2025Q3: 9,819 shares; 2025Q4: 9,749 shares 9,749 $3.15M 0.04% -70 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: 12,713 shares; 2024Q4: 12,228 shares; 2025Q1: 11,710 shares; 2025Q2: 12,381 shares; 2025Q3: 12,175 shares; 2025Q4: 10,831 shares 10,831 $3.13M 0.04% -1,344 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,356 shares; 2024Q4: 79,478 shares; 2025Q1: 121,253 shares; 2025Q2: 118,891 shares; 2025Q3: 114,387 shares; 2025Q4: 110,246 shares 110,246 $3.12M 0.04% -4,141 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,047 shares; 2024Q4: 278,762 shares; 2025Q1: 300,970 shares; 2025Q2: 295,779 shares; 2025Q3: 397,512 shares; 2025Q4: 425,259 shares 425,259 $3.11M 0.04% +27,747 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,248 shares; 2024Q4: 77,493 shares; 2025Q1: 86,770 shares; 2025Q2: 87,219 shares; 2025Q3: 95,603 shares; 2025Q4: 90,077 shares 90,077 $3.1M 0.04% -5,526 Timeline IHDG 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: 50,173 shares; 2024Q4: 49,370 shares; 2025Q1: 50,133 shares; 2025Q2: 56,141 shares; 2025Q3: 59,468 shares; 2025Q4: 63,733 shares 63,733 $3.1M 0.04% +4,265 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: 48,006 shares; 2024Q4: 73,968 shares; 2025Q1: 70,547 shares; 2025Q2: 65,309 shares; 2025Q3: 64,049 shares; 2025Q4: 69,209 shares 69,209 $3.07M 0.04% +5,160 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: 33,856 shares; 2024Q4: 34,527 shares; 2025Q1: 36,835 shares; 2025Q2: 37,995 shares; 2025Q3: 36,844 shares; 2025Q4: 22,226 shares 22,226 $3.06M 0.04% -14,618 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: 58,465 shares; 2025Q4: 63,281 shares 63,281 $3.06M 0.04% +4,816 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: 3,737 shares; 2024Q4: 3,980 shares; 2025Q1: 6,906 shares; 2025Q2: 17,091 shares; 2025Q3: 19,633 shares; 2025Q4: 25,107 shares 25,107 $3.06M 0.04% +5,474 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,225 shares; 2024Q4: 71,533 shares; 2025Q1: 72,593 shares; 2025Q2: 73,096 shares; 2025Q3: 73,099 shares; 2025Q4: 73,102 shares 73,102 $3.05M 0.04% +3 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: 99,848 shares; 2024Q4: 103,378 shares; 2025Q1: 40,340 shares; 2025Q2: 52,698 shares; 2025Q3: 35,643 shares; 2025Q4: 38,454 shares 38,454 $3.05M 0.04% +2,811 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,463 shares; 2025Q2: 16,514 shares; 2025Q3: 16,738 shares; 2025Q4: 16,696 shares 16,696 $3.05M 0.04% -42 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,951 shares; 2024Q4: 22,853 shares; 2025Q1: 22,462 shares; 2025Q2: 22,300 shares; 2025Q3: 22,276 shares; 2025Q4: 21,553 shares 21,553 $3.04M 0.04% -723 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: 33,444 shares; 2024Q4: 30,997 shares; 2025Q1: 28,480 shares; 2025Q2: 23,497 shares; 2025Q3: 19,244 shares; 2025Q4: 18,944 shares 18,944 $3.03M 0.04% -300 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,741 shares; 2024Q4: 27,487 shares; 2025Q1: 60,934 shares; 2025Q2: 58,273 shares; 2025Q3: 57,551 shares; 2025Q4: 62,185 shares 62,185 $3.03M 0.04% +4,634 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,449 shares; 2024Q4: 65,712 shares; 2025Q1: 54,224 shares; 2025Q2: 52,578 shares; 2025Q3: 52,704 shares; 2025Q4: 51,753 shares 51,753 $3.02M 0.04% -951 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: 198,067 shares; 2024Q4: 209,593 shares; 2025Q1: 173,970 shares; 2025Q2: 105,547 shares; 2025Q3: 102,061 shares; 2025Q4: 99,889 shares 99,889 $2.99M 0.04% -2,172 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: 38,586 shares; 2024Q4: 27,691 shares; 2025Q1: 31,830 shares; 2025Q2: 29,069 shares; 2025Q3: 28,370 shares; 2025Q4: 37,292 shares 37,292 $2.98M 0.04% +8,922 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: 13,743 shares; 2024Q4: 18,974 shares; 2025Q1: 12,449 shares; 2025Q2: 12,212 shares; 2025Q3: 12,263 shares; 2025Q4: 12,368 shares 12,368 $2.98M 0.04% +105 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,172 shares; 2024Q4: 45,647 shares; 2025Q1: 35,792 shares; 2025Q2: 34,995 shares; 2025Q3: 35,204 shares; 2025Q4: 33,737 shares 33,737 $2.98M 0.04% -1,467 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,454 shares; 2025Q1: 7,505 shares; 2025Q2: 8,113 shares; 2025Q3: 8,011 shares; 2025Q4: 7,600 shares 7,600 $2.97M 0.04% -411 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: 3,893 shares; 2024Q4: 3,882 shares; 2025Q1: 3,642 shares; 2025Q2: 3,813 shares; 2025Q3: 3,565 shares; 2025Q4: 3,590 shares 3,590 $2.94M 0.04% +25 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: 36,082 shares; 2024Q4: 48,738 shares; 2025Q1: 54,489 shares; 2025Q2: 75,092 shares; 2025Q3: 104,565 shares; 2025Q4: 73,067 shares 73,067 $2.94M 0.04% -31,498 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,549 shares; 2024Q4: 74,372 shares; 2025Q1: 59,965 shares; 2025Q2: 58,001 shares; 2025Q3: 60,419 shares; 2025Q4: 50,437 shares 50,437 $2.93M 0.04% -9,982 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,617 shares; 2025Q1: 59,617 shares; 2025Q2: 59,880 shares; 2025Q3: 74,167 shares; 2025Q4: 75,229 shares 75,229 $2.93M 0.04% +1,062 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: 12,463 shares; 2024Q4: 13,162 shares; 2025Q1: 10,779 shares; 2025Q2: 10,772 shares; 2025Q3: 11,857 shares; 2025Q4: 10,608 shares 10,608 $2.92M 0.04% -1,249 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: 26,399 shares; 2024Q4: 26,232 shares; 2025Q1: 29,880 shares; 2025Q2: 24,937 shares; 2025Q3: 23,423 shares; 2025Q4: 23,287 shares 23,287 $2.91M 0.04% -136 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: 8,870 shares; 2024Q4: 8,192 shares; 2025Q1: 6,686 shares; 2025Q2: 7,126 shares; 2025Q3: 7,124 shares; 2025Q4: 7,458 shares 7,458 $2.9M 0.04% +334 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,282 shares; 2025Q2: 41,127 shares; 2025Q3: 43,985 shares; 2025Q4: 67,852 shares 67,852 $2.86M 0.04% +23,867 Timeline EWM 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: 104,487 shares; 2024Q4: 100,570 shares; 2025Q1: 99,428 shares; 2025Q2: 108,162 shares; 2025Q3: 107,882 shares; 2025Q4: 104,237 shares 104,237 $2.85M 0.04% -3,645 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,721 shares; 2024Q4: 317,607 shares; 2025Q1: 329,470 shares; 2025Q2: 332,512 shares; 2025Q3: 335,107 shares; 2025Q4: 333,179 shares 333,179 $2.83M 0.04% -1,928 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: 16,137 shares; 2024Q4: 15,040 shares; 2025Q1: 16,739 shares; 2025Q2: 15,342 shares; 2025Q3: 15,418 shares; 2025Q4: 15,034 shares 15,034 $2.83M 0.04% -384 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,126 shares; 2024Q4: 32,595 shares; 2025Q1: 28,048 shares; 2025Q2: 27,788 shares; 2025Q3: 29,677 shares; 2025Q4: 28,930 shares 28,930 $2.8M 0.04% -747 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: 5,629 shares; 2025Q1: 6,534 shares; 2025Q2: 6,597 shares; 2025Q3: 5,528 shares; 2025Q4: 5,327 shares 5,327 $2.78M 0.04% -201 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: 27,575 shares; 2024Q4: 27,603 shares; 2025Q1: 27,484 shares; 2025Q2: 26,841 shares; 2025Q3: 26,838 shares; 2025Q4: 25,245 shares 25,245 $2.76M 0.04% -1,593 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: 15,428 shares; 2024Q4: 35,662 shares; 2025Q1: 36,941 shares; 2025Q2: 37,238 shares; 2025Q3: 37,592 shares; 2025Q4: 41,073 shares 41,073 $2.75M 0.04% +3,481 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: 2,251 shares; 2024Q4: 2,253 shares; 2025Q1: 13,273 shares; 2025Q2: 12,711 shares; 2025Q3: 11,580 shares; 2025Q4: 13,364 shares 13,364 $2.75M 0.04% +1,784 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: 7,409 shares; 2024Q4: 7,512 shares; 2025Q1: 12,324 shares; 2025Q2: 12,986 shares; 2025Q3: 14,246 shares; 2025Q4: 18,093 shares 18,093 $2.74M 0.04% +3,847 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 8,733 shares; 2025Q1: 15,254 shares; 2025Q2: 15,639 shares; 2025Q3: 16,683 shares; 2025Q4: 17,046 shares 17,046 $2.71M 0.04% +363 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317,713 shares; 2025Q4: 324,476 shares 324,476 $2.71M 0.04% +6,763 IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,259 shares; 2024Q4: 27,407 shares; 2025Q1: 30,698 shares; 2025Q2: 29,197 shares; 2025Q3: 31,826 shares; 2025Q4: 33,263 shares 33,263 $2.7M 0.04% +1,437 Timeline FTLS 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: 28,932 shares; 2024Q4: 31,099 shares; 2025Q1: 46,913 shares; 2025Q2: 52,411 shares; 2025Q3: 38,359 shares; 2025Q4: 37,985 shares 37,985 $2.7M 0.04% -374 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,810 shares; 2024Q4: 68,776 shares; 2025Q1: 53,535 shares; 2025Q2: 53,347 shares; 2025Q3: 53,571 shares; 2025Q4: 50,934 shares 50,934 $2.69M 0.04% -2,637 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,627 shares; 2024Q4: 481,470 shares; 2025Q1: 457,394 shares; 2025Q2: 466,955 shares; 2025Q3: 448,820 shares; 2025Q4: 449,790 shares 449,790 $2.69M 0.04% +970 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,397 shares; 2024Q4: 32,024 shares; 2025Q1: 4,921 shares; 2025Q2: 25,116 shares; 2025Q3: 29,345 shares; 2025Q4: 29,387 shares 29,387 $2.69M 0.04% +42 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: 34,912 shares; 2024Q4: 37,064 shares; 2025Q1: 37,906 shares; 2025Q2: 47,325 shares; 2025Q3: 43,830 shares; 2025Q4: 39,791 shares 39,791 $2.68M 0.04% -4,039 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,933 shares; 2024Q4: 693,996 shares; 2025Q1: 742,257 shares; 2025Q2: 358,455 shares; 2025Q3: 504,755 shares; 2025Q4: 150,012 shares 150,012 $2.67M 0.04% -354,743 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 12,856 shares; 2025Q1: 15,717 shares; 2025Q2: 15,271 shares; 2025Q3: 53,523 shares; 2025Q4: 56,933 shares 56,933 $2.67M 0.04% +3,410 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,264 shares; 2025Q3: not reported; 2025Q4: 318,449 shares 318,449 $2.66M 0.04% new 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: 43,897 shares; 2024Q4: 57,496 shares; 2025Q1: 57,313 shares; 2025Q2: 54,750 shares; 2025Q3: 50,218 shares; 2025Q4: 48,910 shares 48,910 $2.63M 0.04% -1,308 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,644 shares; 2024Q4: 25,659 shares; 2025Q1: 29,898 shares; 2025Q2: 29,983 shares; 2025Q3: 24,750 shares; 2025Q4: 19,230 shares 19,230 $2.6M 0.04% -5,520 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: 39,995 shares; 2024Q4: 39,921 shares; 2025Q1: 56,836 shares; 2025Q2: 111,260 shares; 2025Q3: 111,284 shares; 2025Q4: 64,578 shares 64,578 $2.59M 0.04% -46,706 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,753 shares; 2024Q4: 51,913 shares; 2025Q1: 23,319 shares; 2025Q2: 16,560 shares; 2025Q3: 12,733 shares; 2025Q4: 34,039 shares 34,039 $2.58M 0.04% +21,306 Timeline PPA 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: 33,147 shares; 2024Q4: 32,292 shares; 2025Q1: 18,043 shares; 2025Q2: 17,690 shares; 2025Q3: 16,546 shares; 2025Q4: 16,371 shares 16,371 $2.56M 0.04% -175 Timeline IJJ 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: 18,956 shares; 2024Q4: 19,132 shares; 2025Q1: 20,351 shares; 2025Q2: 19,708 shares; 2025Q3: 19,856 shares; 2025Q4: 19,478 shares 19,478 $2.56M 0.04% -378 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: 22,149 shares; 2024Q4: 22,168 shares; 2025Q1: 20,137 shares; 2025Q2: 19,872 shares; 2025Q3: 19,842 shares; 2025Q4: 22,845 shares 22,845 $2.56M 0.04% +3,003 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 7,822 shares; 2025Q1: 8,090 shares; 2025Q2: 8,602 shares; 2025Q3: 8,806 shares; 2025Q4: 8,898 shares 8,898 $2.56M 0.04% +92 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,907 shares; 2024Q4: 10,587 shares; 2025Q1: 3,519 shares; 2025Q2: 3,843 shares; 2025Q3: 4,114 shares; 2025Q4: 4,224 shares 4,224 $2.56M 0.04% +110 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: 28,492 shares; 2024Q4: 29,741 shares; 2025Q1: 34,277 shares; 2025Q2: 32,953 shares; 2025Q3: 32,624 shares; 2025Q4: 32,017 shares 32,017 $2.53M 0.04% -607 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,692 shares; 2024Q4: 12,765 shares; 2025Q1: 15,557 shares; 2025Q2: 15,359 shares; 2025Q3: 15,376 shares; 2025Q4: 15,829 shares 15,829 $2.52M 0.04% +453 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,970 shares; 2024Q4: 19,398 shares; 2025Q1: 17,278 shares; 2025Q2: 15,788 shares; 2025Q3: 15,638 shares; 2025Q4: 34,123 shares 34,123 $2.51M 0.04% +18,485 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 33,167 shares; 2025Q1: 34,568 shares; 2025Q2: 92,544 shares; 2025Q3: 101,919 shares; 2025Q4: 95,229 shares 95,229 $2.5M 0.04% -6,690 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,409 shares; 2024Q4: 104,487 shares; 2025Q1: 98,746 shares; 2025Q2: 103,270 shares; 2025Q3: 91,977 shares; 2025Q4: 106,978 shares 106,978 $2.5M 0.04% +15,001 Timeline GCOW 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: 18,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,600 shares; 2025Q3: 59,124 shares; 2025Q4: 60,506 shares 60,506 $2.49M 0.04% +1,382 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,903 shares; 2024Q4: 70,103 shares; 2025Q1: 72,045 shares; 2025Q2: 51,012 shares; 2025Q3: 50,192 shares; 2025Q4: 49,898 shares 49,898 $2.49M 0.04% -294 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,736 shares; 2025Q4: 77,909 shares 77,909 $2.49M 0.04% +6,173 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,375 shares; 2024Q4: 159,385 shares; 2025Q1: 92,993 shares; 2025Q2: 92,932 shares; 2025Q3: 84,713 shares; 2025Q4: 55,417 shares 55,417 $2.49M 0.04% -29,296 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,537 shares; 2024Q4: 174,268 shares; 2025Q1: 143,001 shares; 2025Q2: 156,766 shares; 2025Q3: 124,811 shares; 2025Q4: 130,117 shares 130,117 $2.46M 0.03% +5,306 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,976 shares; 2024Q4: 62,462 shares; 2025Q1: 61,715 shares; 2025Q2: 61,700 shares; 2025Q3: 61,228 shares; 2025Q4: 59,435 shares 59,435 $2.46M 0.03% -1,793 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,617 shares; 2024Q4: 21,612 shares; 2025Q1: 24,193 shares; 2025Q2: 28,799 shares; 2025Q3: 93,447 shares; 2025Q4: 36,465 shares 36,465 $2.44M 0.03% -56,982 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: 75,723 shares; 2024Q4: 65,778 shares; 2025Q1: 61,403 shares; 2025Q2: 53,180 shares; 2025Q3: 51,296 shares; 2025Q4: 48,145 shares 48,145 $2.42M 0.03% -3,151 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,965 shares; 2025Q1: 6,877 shares; 2025Q2: 11,524 shares; 2025Q3: 11,595 shares; 2025Q4: 16,850 shares 16,850 $2.42M 0.03% +5,255 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: 63,386 shares; 2024Q4: 32,547 shares; 2025Q1: 29,387 shares; 2025Q2: 32,509 shares; 2025Q3: 34,524 shares; 2025Q4: 35,205 shares 35,205 $2.4M 0.03% +681 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,203 shares; 2025Q1: 7,228 shares; 2025Q2: 6,530 shares; 2025Q3: 6,372 shares; 2025Q4: 6,772 shares 6,772 $2.39M 0.03% +400 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,172 shares; 2025Q1: 12,990 shares; 2025Q2: 16,549 shares; 2025Q3: 16,219 shares; 2025Q4: 16,515 shares 16,515 $2.39M 0.03% +296 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,518 shares; 2024Q4: 14,168 shares; 2025Q1: 16,673 shares; 2025Q2: 16,441 shares; 2025Q3: 16,577 shares; 2025Q4: 14,623 shares 14,623 $2.39M 0.03% -1,954 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,869 shares; 2024Q4: 4,473 shares; 2025Q1: 7,138 shares; 2025Q2: 9,785 shares; 2025Q3: 8,294 shares; 2025Q4: 7,482 shares 7,482 $2.39M 0.03% -812 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,416 shares; 2024Q4: 16,380 shares; 2025Q1: 16,940 shares; 2025Q2: 17,049 shares; 2025Q3: 17,488 shares; 2025Q4: 18,758 shares 18,758 $2.37M 0.03% +1,270 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,859 shares; 2024Q4: 15,010 shares; 2025Q1: 14,865 shares; 2025Q2: 14,842 shares; 2025Q3: 14,906 shares; 2025Q4: 14,527 shares 14,527 $2.37M 0.03% -379 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,713 shares; 2024Q4: 56,412 shares; 2025Q1: 46,351 shares; 2025Q2: 54,660 shares; 2025Q3: 56,445 shares; 2025Q4: 53,192 shares 53,192 $2.36M 0.03% -3,253 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,303 shares; 2024Q4: 51,206 shares; 2025Q1: 50,109 shares; 2025Q2: 58,928 shares; 2025Q3: 60,421 shares; 2025Q4: 64,447 shares 64,447 $2.36M 0.03% +4,026 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,036 shares; 2025Q3: 136,291 shares; 2025Q4: 146,527 shares 146,527 $2.36M 0.03% +10,236 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: 61,719 shares; 2024Q4: 45,209 shares; 2025Q1: 43,080 shares; 2025Q2: 21,727 shares; 2025Q3: 20,484 shares; 2025Q4: 18,414 shares 18,414 $2.35M 0.03% -2,070 Timeline