BLUX EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,788,189 shares; 2025Q3: 13,083,139 shares; 2025Q4: 14,498,838 shares 14,498,838 $407M 7.66% +1,415,699 Timeline BDBT EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,444,888 shares; 2025Q3: 13,528,281 shares; 2025Q4: 15,754,964 shares 15,754,964 $400M 7.54% +2,226,683 Timeline BINT EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,238,440 shares; 2025Q3: 8,796,275 shares; 2025Q4: 9,733,326 shares 9,733,326 $276M 5.2% +937,051 Timeline BLUC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,558,640 shares; 2025Q3: 7,830,988 shares; 2025Q4: 8,668,219 shares 8,668,219 $248M 4.68% +837,231 Timeline BLGR EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,417,191 shares; 2025Q3: 6,425,743 shares; 2025Q4: 7,045,388 shares 7,045,388 $206M 3.88% +619,645 Timeline BVAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,390,726 shares; 2025Q3: 6,615,045 shares; 2025Q4: 7,330,175 shares 7,330,175 $204M 3.85% +715,130 Timeline BLST EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,467,335 shares; 2025Q3: 4,674,960 shares; 2025Q4: 5,529,357 shares 5,529,357 $140M 2.63% +854,397 Timeline BLTD EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,524,379 shares; 2025Q3: 4,653,808 shares; 2025Q4: 5,360,451 shares 5,360,451 $136M 2.57% +706,643 Timeline BLUI EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,343,217 shares; 2025Q3: 3,287,646 shares; 2025Q4: 3,525,796 shares 3,525,796 $89.1M 1.68% +238,150 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: 4,042,746 shares; 2024Q4: 4,293,510 shares; 2025Q1: 4,752,156 shares; 2025Q2: 1,312,340 shares; 2025Q3: 1,035,852 shares; 2025Q4: 1,399,914 shares 1,399,914 $64.5M 1.21% +364,062 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: 2,727,967 shares; 2024Q4: 2,829,544 shares; 2025Q1: 2,946,637 shares; 2025Q2: 829,241 shares; 2025Q3: 633,446 shares; 2025Q4: 595,542 shares 595,542 $63.5M 1.2% -37,904 Timeline PRF 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: 5,980,169 shares; 2024Q4: 6,300,762 shares; 2025Q1: 6,861,510 shares; 2025Q2: 1,887,406 shares; 2025Q3: 1,395,529 shares; 2025Q4: 1,286,330 shares 1,286,330 $60.4M 1.14% -109,199 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,382 shares; 2024Q4: 170,468 shares; 2025Q1: 194,090 shares; 2025Q2: 214,907 shares; 2025Q3: 196,937 shares; 2025Q4: 206,228 shares 206,228 $56.1M 1.06% +9,291 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: 184,964 shares; 2024Q4: 209,043 shares; 2025Q1: 271,863 shares; 2025Q2: 268,244 shares; 2025Q3: 249,399 shares; 2025Q4: 227,482 shares 227,482 $42.4M 0.8% -21,917 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: 2,710,273 shares; 2024Q4: 2,864,839 shares; 2025Q1: 3,099,984 shares; 2025Q2: 978,037 shares; 2025Q3: 607,303 shares; 2025Q4: 560,038 shares 560,038 $41.5M 0.78% -47,265 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,975 shares; 2025Q1: 12,854 shares; 2025Q2: 115,855 shares; 2025Q3: 124,075 shares; 2025Q4: 297,487 shares 297,487 $39.4M 0.74% +173,412 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: 254,587 shares; 2024Q4: 413,894 shares; 2025Q1: 584,637 shares; 2025Q2: 553,363 shares; 2025Q3: 400,339 shares; 2025Q4: 391,021 shares 391,021 $35.7M 0.67% -9,318 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,726 shares; 2025Q3: 388,065 shares; 2025Q4: 759,205 shares 759,205 $34.6M 0.65% +371,140 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: 204,268 shares; 2024Q4: 208,478 shares; 2025Q1: 379,384 shares; 2025Q2: 374,371 shares; 2025Q3: 325,910 shares; 2025Q4: 323,997 shares 323,997 $32.5M 0.61% -1,913 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,483 shares; 2024Q4: 128,489 shares; 2025Q1: 98,519 shares; 2025Q2: 88,500 shares; 2025Q3: 351,275 shares; 2025Q4: 411,427 shares 411,427 $32.1M 0.6% +60,152 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573,769 shares; 2024Q4: 3,828,009 shares; 2025Q1: 5,744,314 shares; 2025Q2: 1,477,428 shares; 2025Q3: 1,036,612 shares; 2025Q4: 950,659 shares 950,659 $31.1M 0.59% -85,953 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,557 shares; 2025Q3: 494,956 shares; 2025Q4: 557,819 shares 557,819 $31M 0.58% +62,863 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,040 shares; 2025Q1: 85,873 shares; 2025Q2: 57,624 shares; 2025Q3: 59,676 shares; 2025Q4: 47,902 shares 47,902 $29.4M 0.55% -11,774 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: 353,190 shares; 2024Q4: 381,653 shares; 2025Q1: 411,699 shares; 2025Q2: 121,386 shares; 2025Q3: 116,234 shares; 2025Q4: 116,289 shares 116,289 $29.4M 0.55% +55 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,964 shares; 2025Q3: 262,089 shares; 2025Q4: 534,071 shares 534,071 $29.3M 0.55% +271,982 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,643 shares; 2024Q4: 57,071 shares; 2025Q1: 58,917 shares; 2025Q2: 60,098 shares; 2025Q3: 62,674 shares; 2025Q4: 60,093 shares 60,093 $29.1M 0.55% -2,581 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906,333 shares; 2024Q4: 2,013,872 shares; 2025Q1: 1,483,749 shares; 2025Q2: 470,079 shares; 2025Q3: 368,686 shares; 2025Q4: 349,744 shares 349,744 $28.9M 0.54% -18,942 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,502 shares; 2025Q3: 283,403 shares; 2025Q4: 767,597 shares 767,597 $28.1M 0.53% +484,194 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,319 shares; 2024Q4: 380,027 shares; 2025Q1: 443,142 shares; 2025Q2: 401,116 shares; 2025Q3: 352,116 shares; 2025Q4: 345,088 shares 345,088 $27.7M 0.52% -7,028 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,670 shares; 2024Q4: 108,983 shares; 2025Q1: 120,976 shares; 2025Q2: 122,147 shares; 2025Q3: 116,486 shares; 2025Q4: 115,134 shares 115,134 $26.6M 0.5% -1,352 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: 55,715 shares; 2024Q4: 56,266 shares; 2025Q1: 41,008 shares; 2025Q2: 39,431 shares; 2025Q3: 40,941 shares; 2025Q4: 40,792 shares 40,792 $25.6M 0.48% -149 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: 119,630 shares; 2024Q4: 137,175 shares; 2025Q1: 147,535 shares; 2025Q2: 126,253 shares; 2025Q3: 112,769 shares; 2025Q4: 175,241 shares 175,241 $25.2M 0.47% +62,472 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: 637,192 shares; 2024Q4: 775,220 shares; 2025Q1: 1,004,415 shares; 2025Q2: 1,017,113 shares; 2025Q3: 788,325 shares; 2025Q4: 724,152 shares 724,152 $24.8M 0.47% -64,173 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: 43,598 shares; 2024Q4: 43,191 shares; 2025Q1: 47,576 shares; 2025Q2: 42,202 shares; 2025Q3: 61,158 shares; 2025Q4: 46,693 shares 46,693 $22.8M 0.43% -14,465 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405,018 shares; 2025Q2: 395,882 shares; 2025Q3: 398,471 shares; 2025Q4: 419,044 shares 419,044 $22.7M 0.43% +20,573 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: 62,554 shares; 2024Q4: 67,684 shares; 2025Q1: 75,418 shares; 2025Q2: 73,598 shares; 2025Q3: 69,035 shares; 2025Q4: 71,998 shares 71,998 $22.5M 0.42% +2,963 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,425 shares; 2024Q4: 265,029 shares; 2025Q1: 353,048 shares; 2025Q2: 539,483 shares; 2025Q3: 967,424 shares; 2025Q4: 1,213,116 shares 1,213,116 $22.1M 0.42% +245,692 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640,052 shares; 2024Q4: 1,709,182 shares; 2025Q1: 1,898,736 shares; 2025Q2: 576,157 shares; 2025Q3: 408,146 shares; 2025Q4: 381,104 shares 381,104 $22.1M 0.42% -27,042 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349,227 shares; 2025Q3: 391,942 shares; 2025Q4: 706,371 shares 706,371 $21.7M 0.41% +314,429 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: not reported; 2024Q4: 268,711 shares; 2025Q1: 268,652 shares; 2025Q2: 12,324 shares; 2025Q3: 15,010 shares; 2025Q4: 218,622 shares 218,622 $21M 0.4% +203,612 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: 253,181 shares; 2024Q4: 267,918 shares; 2025Q1: 300,116 shares; 2025Q2: 274,096 shares; 2025Q3: 282,860 shares; 2025Q4: 327,507 shares 327,507 $20.5M 0.39% +44,647 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: 106,491 shares; 2024Q4: 104,114 shares; 2025Q1: 102,740 shares; 2025Q2: 112,032 shares; 2025Q3: 103,737 shares; 2025Q4: 105,000 shares 105,000 $20.1M 0.38% +1,263 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: 55,089 shares; 2024Q4: 53,057 shares; 2025Q1: 33,099 shares; 2025Q2: 31,475 shares; 2025Q3: 27,706 shares; 2025Q4: 28,612 shares 28,612 $19.6M 0.37% +906 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: 6,881 shares; 2024Q4: 29,906 shares; 2025Q1: 211,576 shares; 2025Q2: 171,932 shares; 2025Q3: 137,463 shares; 2025Q4: 430,492 shares 430,492 $18.8M 0.35% +293,029 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: not reported; 2024Q4: 6,783 shares; 2025Q1: 3,353 shares; 2025Q2: 17,024 shares; 2025Q3: 126,354 shares; 2025Q4: 156,241 shares 156,241 $18.6M 0.35% +29,887 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,531 shares; 2024Q4: 387,156 shares; 2025Q1: 417,649 shares; 2025Q2: 369,949 shares; 2025Q3: 417,705 shares; 2025Q4: 412,116 shares 412,116 $18.3M 0.34% -5,589 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: 242,339 shares; 2024Q4: 750,119 shares; 2025Q1: 798,274 shares; 2025Q2: 868,854 shares; 2025Q3: 704,778 shares; 2025Q4: 663,632 shares 663,632 $18.2M 0.34% -41,146 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,804 shares; 2024Q4: 400,887 shares; 2025Q1: 440,085 shares; 2025Q2: 209,352 shares; 2025Q3: 176,709 shares; 2025Q4: 191,508 shares 191,508 $17.8M 0.34% +14,799 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744,100 shares; 2024Q4: 2,216,944 shares; 2025Q1: 2,603,482 shares; 2025Q2: 1,078,211 shares; 2025Q3: 822,763 shares; 2025Q4: 669,198 shares 669,198 $17.7M 0.33% -153,565 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: 19,366 shares; 2024Q4: 21,534 shares; 2025Q1: 25,215 shares; 2025Q2: 24,723 shares; 2025Q3: 26,471 shares; 2025Q4: 25,458 shares 25,458 $16.8M 0.32% -1,013 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537,413 shares; 2025Q2: 527,283 shares; 2025Q3: 524,669 shares; 2025Q4: 525,747 shares 525,747 $16.6M 0.31% +1,078 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 351,715 shares; 2025Q2: 251,680 shares; 2025Q3: 253,333 shares; 2025Q4: 256,788 shares 256,788 $15.4M 0.29% +3,455 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: 199,131 shares; 2024Q4: 249,243 shares; 2025Q1: 330,973 shares; 2025Q2: 277,120 shares; 2025Q3: 276,921 shares; 2025Q4: 301,123 shares 301,123 $15.3M 0.29% +24,202 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: 199,141 shares; 2024Q4: 244,075 shares; 2025Q1: 116,812 shares; 2025Q2: 131,324 shares; 2025Q3: 243,705 shares; 2025Q4: 248,511 shares 248,511 $15.1M 0.28% +4,806 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: 186,626 shares; 2024Q4: 203,612 shares; 2025Q1: 217,426 shares; 2025Q2: 216,338 shares; 2025Q3: 181,172 shares; 2025Q4: 184,729 shares 184,729 $14.7M 0.28% +3,557 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: 30,832 shares; 2024Q4: 33,968 shares; 2025Q1: 31,609 shares; 2025Q2: 32,165 shares; 2025Q3: 33,366 shares; 2025Q4: 30,489 shares 30,489 $14.4M 0.27% -2,877 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: 126,743 shares; 2024Q4: 175,778 shares; 2025Q1: 151,021 shares; 2025Q2: 102,917 shares; 2025Q3: 117,545 shares; 2025Q4: 122,090 shares 122,090 $14.4M 0.27% +4,545 Timeline DGCB 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: 16,547 shares; 2024Q4: 6,624 shares; 2025Q1: 256,981 shares; 2025Q2: 246,559 shares; 2025Q3: 247,902 shares; 2025Q4: 260,250 shares 260,250 $14.1M 0.27% +12,348 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: 128,397 shares; 2024Q4: 144,796 shares; 2025Q1: 154,484 shares; 2025Q2: 144,182 shares; 2025Q3: 290,015 shares; 2025Q4: 290,233 shares 290,233 $13.6M 0.26% +218 Timeline FLMI 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: 10,124 shares; 2024Q4: 10,129 shares; 2025Q1: 559,713 shares; 2025Q2: 555,398 shares; 2025Q3: 547,366 shares; 2025Q4: 544,755 shares 544,755 $13.5M 0.26% -2,611 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: 79,302 shares; 2024Q4: 78,228 shares; 2025Q1: 69,620 shares; 2025Q2: 43,051 shares; 2025Q3: 41,793 shares; 2025Q4: 39,219 shares 39,219 $13.1M 0.25% -2,574 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: 1,061,347 shares; 2024Q4: 1,150,651 shares; 2025Q1: 1,163,109 shares; 2025Q2: 393,044 shares; 2025Q3: 268,324 shares; 2025Q4: 255,799 shares 255,799 $12.9M 0.24% -12,525 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,576 shares; 2024Q4: 280,003 shares; 2025Q1: 335,400 shares; 2025Q2: 332,592 shares; 2025Q3: 334,823 shares; 2025Q4: 337,701 shares 337,701 $12.8M 0.24% +2,878 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: 94,331 shares; 2024Q4: 134,268 shares; 2025Q1: 102,106 shares; 2025Q2: 111,712 shares; 2025Q3: 98,216 shares; 2025Q4: 115,264 shares 115,264 $12.8M 0.24% +17,048 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: 44,259 shares; 2024Q4: 47,593 shares; 2025Q1: 46,773 shares; 2025Q2: 44,101 shares; 2025Q3: 35,672 shares; 2025Q4: 36,969 shares 36,969 $12.8M 0.24% +1,297 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: 101,631 shares; 2024Q4: 106,353 shares; 2025Q1: 131,700 shares; 2025Q2: 178,103 shares; 2025Q3: 148,681 shares; 2025Q4: 160,442 shares 160,442 $12.6M 0.24% +11,761 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,502 shares; 2024Q4: 195,600 shares; 2025Q1: 293,520 shares; 2025Q2: 397,388 shares; 2025Q3: 405,146 shares; 2025Q4: 418,306 shares 418,306 $12.6M 0.24% +13,160 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,652 shares; 2024Q4: 85,740 shares; 2025Q1: 64,457 shares; 2025Q2: 57,408 shares; 2025Q3: 158,195 shares; 2025Q4: 167,526 shares 167,526 $12.6M 0.24% +9,331 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,320 shares; 2024Q4: 586,999 shares; 2025Q1: 470,582 shares; 2025Q2: 485,171 shares; 2025Q3: 484,127 shares; 2025Q4: 483,255 shares 483,255 $12.4M 0.23% -872 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,911 shares; 2024Q4: 223,864 shares; 2025Q1: 313,857 shares; 2025Q2: 389,065 shares; 2025Q3: 377,421 shares; 2025Q4: 401,607 shares 401,607 $12.3M 0.23% +24,186 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,563 shares; 2024Q4: 158,784 shares; 2025Q1: 165,661 shares; 2025Q2: 132,246 shares; 2025Q3: 138,581 shares; 2025Q4: 148,593 shares 148,593 $12M 0.23% +10,012 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,654 shares; 2024Q4: 20,750 shares; 2025Q1: 23,845 shares; 2025Q2: 23,992 shares; 2025Q3: 22,706 shares; 2025Q4: 23,072 shares 23,072 $11.6M 0.22% +366 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 480,330 shares; 2025Q2: 330,478 shares; 2025Q3: 342,589 shares; 2025Q4: 351,192 shares 351,192 $11.6M 0.22% +8,603 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: 9,006 shares; 2024Q4: 10,212 shares; 2025Q1: 11,973 shares; 2025Q2: 11,622 shares; 2025Q3: 12,378 shares; 2025Q4: 10,430 shares 10,430 $11.2M 0.21% -1,948 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: 26,821 shares; 2024Q4: 25,101 shares; 2025Q1: 30,158 shares; 2025Q2: 33,886 shares; 2025Q3: 34,608 shares; 2025Q4: 35,473 shares 35,473 $11.1M 0.21% +865 Timeline DFLV 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: 329,555 shares; 2024Q4: 346,165 shares; 2025Q1: 465,464 shares; 2025Q2: 316,789 shares; 2025Q3: 320,828 shares; 2025Q4: 324,501 shares 324,501 $11.1M 0.21% +3,673 Timeline SIXJ 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: 6,857 shares; 2024Q4: 174,759 shares; 2025Q1: 223,201 shares; 2025Q2: 316,552 shares; 2025Q3: 333,638 shares; 2025Q4: 319,145 shares 319,145 $10.9M 0.21% -14,493 Timeline SIXO 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: 158,776 shares; 2025Q1: 194,906 shares; 2025Q2: 303,450 shares; 2025Q3: 323,700 shares; 2025Q4: 313,959 shares 313,959 $10.9M 0.21% -9,741 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,739 shares; 2024Q4: 15,476 shares; 2025Q1: 10,305 shares; 2025Q2: 98,688 shares; 2025Q3: 110,210 shares; 2025Q4: 326,474 shares 326,474 $10.8M 0.2% +216,264 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: 28,458 shares; 2024Q4: 29,092 shares; 2025Q1: 28,804 shares; 2025Q2: 48,404 shares; 2025Q3: 45,616 shares; 2025Q4: 31,098 shares 31,098 $10.7M 0.2% -14,518 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: 28,722 shares; 2024Q4: 30,415 shares; 2025Q1: 34,533 shares; 2025Q2: 34,327 shares; 2025Q3: 31,870 shares; 2025Q4: 33,060 shares 33,060 $10.7M 0.2% +1,190 Timeline DLN 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: 104,085 shares; 2024Q4: 103,011 shares; 2025Q1: 120,842 shares; 2025Q2: 89,522 shares; 2025Q3: 105,370 shares; 2025Q4: 120,056 shares 120,056 $10.6M 0.2% +14,686 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: 110,985 shares; 2024Q4: 107,741 shares; 2025Q1: 108,988 shares; 2025Q2: 121,479 shares; 2025Q3: 124,536 shares; 2025Q4: 118,383 shares 118,383 $10.3M 0.19% -6,153 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: 47,747 shares; 2024Q4: 45,842 shares; 2025Q1: 21,693 shares; 2025Q2: 80,637 shares; 2025Q3: 107,857 shares; 2025Q4: 102,464 shares 102,464 $10.2M 0.19% -5,393 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: 8,054 shares; 2024Q4: 8,699 shares; 2025Q1: 8,210 shares; 2025Q2: 162,183 shares; 2025Q3: 213,904 shares; 2025Q4: 227,669 shares 227,669 $10.1M 0.19% +13,765 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: 204,513 shares; 2024Q4: 277,020 shares; 2025Q1: 340,684 shares; 2025Q2: 358,188 shares; 2025Q3: 306,336 shares; 2025Q4: 259,646 shares 259,646 $9.95M 0.19% -46,690 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: 14,582 shares; 2024Q4: 20,291 shares; 2025Q1: 13,690 shares; 2025Q2: 15,787 shares; 2025Q3: 19,209 shares; 2025Q4: 21,653 shares 21,653 $9.74M 0.18% +2,444 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: 2,741 shares; 2024Q4: 3,390 shares; 2025Q1: 6,731 shares; 2025Q2: 7,670 shares; 2025Q3: 9,824 shares; 2025Q4: 103,243 shares 103,243 $9.68M 0.18% +93,419 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,098 shares; 2024Q4: 28,148 shares; 2025Q1: 30,098 shares; 2025Q2: 27,573 shares; 2025Q3: 31,793 shares; 2025Q4: 31,610 shares 31,610 $9.55M 0.18% -183 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190,876 shares; 2024Q4: 1,040,804 shares; 2025Q1: 980,285 shares; 2025Q2: 928,828 shares; 2025Q3: 615,175 shares; 2025Q4: 613,386 shares 613,386 $9.41M 0.18% -1,789 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: 101,092 shares; 2024Q4: 431,191 shares; 2025Q1: 410,443 shares; 2025Q2: 379,914 shares; 2025Q3: 255,831 shares; 2025Q4: 285,993 shares 285,993 $9.33M 0.18% +30,162 Timeline DEHP 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: 221,638 shares; 2024Q4: 232,529 shares; 2025Q1: 292,263 shares; 2025Q2: 287,928 shares; 2025Q3: 288,260 shares; 2025Q4: 286,291 shares 286,291 $9.23M 0.17% -1,969 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: 82,014 shares; 2024Q4: 79,223 shares; 2025Q1: 63,601 shares; 2025Q2: 57,582 shares; 2025Q3: 55,374 shares; 2025Q4: 46,283 shares 46,283 $9.19M 0.17% -9,091 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: 31,466 shares; 2024Q4: 26,816 shares; 2025Q1: 38,444 shares; 2025Q2: 40,824 shares; 2025Q3: 39,110 shares; 2025Q4: 39,941 shares 39,941 $9.13M 0.17% +831 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,759 shares; 2024Q4: 88,331 shares; 2025Q1: 121,756 shares; 2025Q2: 189,963 shares; 2025Q3: 364,359 shares; 2025Q4: 327,432 shares 327,432 $8.94M 0.17% -36,927 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,116 shares; 2024Q4: 26,712 shares; 2025Q1: 57,849 shares; 2025Q2: 81,095 shares; 2025Q3: 259,473 shares; 2025Q4: 328,215 shares 328,215 $8.76M 0.16% +68,742 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: 11,814 shares; 2024Q4: 18,133 shares; 2025Q1: 12,832 shares; 2025Q2: 11,546 shares; 2025Q3: 12,276 shares; 2025Q4: 12,745 shares 12,745 $8.69M 0.16% +469 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: 15,568 shares; 2024Q4: 97,308 shares; 2025Q1: 15,267 shares; 2025Q2: 147,171 shares; 2025Q3: 85,149 shares; 2025Q4: 78,558 shares 78,558 $8.65M 0.16% -6,591 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: 63,165 shares; 2024Q4: 65,403 shares; 2025Q1: 71,684 shares; 2025Q2: 68,083 shares; 2025Q3: 87,068 shares; 2025Q4: 71,473 shares 71,473 $8.59M 0.16% -15,595 Timeline TRFK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,842 shares 133,842 $8.57M 0.16% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,272 shares; 2024Q4: 75,967 shares; 2025Q1: 73,736 shares; 2025Q2: 73,541 shares; 2025Q3: 70,032 shares; 2025Q4: 70,520 shares 70,520 $8.49M 0.16% +488 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: 48,164 shares; 2024Q4: 72,188 shares; 2025Q1: 102,598 shares; 2025Q2: 71,739 shares; 2025Q3: 200,153 shares; 2025Q4: 142,015 shares 142,015 $8.07M 0.15% -58,138 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,775 shares; 2025Q2: 45,199 shares; 2025Q3: 47,623 shares; 2025Q4: 69,921 shares 69,921 $8.01M 0.15% +22,298 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: 24,690 shares; 2024Q4: 19,173 shares; 2025Q1: 19,139 shares; 2025Q2: 14,554 shares; 2025Q3: 16,367 shares; 2025Q4: 20,149 shares 20,149 $7.99M 0.15% +3,782 Timeline PHYL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,335 shares; 2025Q3: 91,042 shares; 2025Q4: 223,177 shares 223,177 $7.92M 0.15% +132,135 Timeline UMMA 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: 124,933 shares; 2024Q4: 164,917 shares; 2025Q1: 111,822 shares; 2025Q2: 177,694 shares; 2025Q3: 215,950 shares; 2025Q4: 267,313 shares 267,313 $7.91M 0.15% +51,363 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: 30,619 shares; 2024Q4: 45,211 shares; 2025Q1: 46,454 shares; 2025Q2: 31,839 shares; 2025Q3: 28,038 shares; 2025Q4: 65,625 shares 65,625 $7.84M 0.15% +37,587 Timeline DFAS 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: 49,446 shares; 2024Q4: 49,699 shares; 2025Q1: 47,606 shares; 2025Q2: 110,008 shares; 2025Q3: 109,192 shares; 2025Q4: 110,136 shares 110,136 $7.67M 0.14% +944 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: 79,642 shares; 2024Q4: 61,641 shares; 2025Q1: 31,203 shares; 2025Q2: 21,105 shares; 2025Q3: 84,754 shares; 2025Q4: 176,578 shares 176,578 $7.54M 0.14% +91,824 Timeline FHDG 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: not reported; 2025Q2: 132,224 shares; 2025Q3: 192,106 shares; 2025Q4: 221,173 shares 221,173 $7.5M 0.14% +29,067 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,908 shares; 2024Q4: 202,550 shares; 2025Q1: 214,224 shares; 2025Q2: 191,064 shares; 2025Q3: 183,756 shares; 2025Q4: 155,126 shares 155,126 $7.5M 0.14% -28,630 Timeline DFGR 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: 166,287 shares; 2024Q4: 175,995 shares; 2025Q1: 283,938 shares; 2025Q2: 276,388 shares; 2025Q3: 278,198 shares; 2025Q4: 283,026 shares 283,026 $7.48M 0.14% +4,828 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,924 shares; 2025Q2: 125,954 shares; 2025Q3: 131,237 shares; 2025Q4: 149,543 shares 149,543 $7.46M 0.14% +18,306 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: 102,512 shares; 2024Q4: 115,532 shares; 2025Q1: 116,081 shares; 2025Q2: 107,656 shares; 2025Q3: 191,300 shares; 2025Q4: 136,991 shares 136,991 $7.36M 0.14% -54,309 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,248 shares; 2025Q2: 208,523 shares; 2025Q3: 251,904 shares; 2025Q4: 276,293 shares 276,293 $7.33M 0.14% +24,389 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: 11,900 shares; 2024Q4: 12,802 shares; 2025Q1: 11,873 shares; 2025Q2: 12,681 shares; 2025Q3: 12,669 shares; 2025Q4: 12,754 shares 12,754 $7.28M 0.14% +85 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: 27,901 shares; 2024Q4: 28,950 shares; 2025Q1: 16,818 shares; 2025Q2: 20,816 shares; 2025Q3: 31,739 shares; 2025Q4: 24,386 shares 24,386 $7.22M 0.14% -7,353 Timeline COWG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,921 shares; 2025Q4: 204,562 shares 204,562 $7.2M 0.14% +25,641 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: 6,575 shares; 2024Q4: 6,619 shares; 2025Q1: 6,590 shares; 2025Q2: 8,305 shares; 2025Q3: 9,212 shares; 2025Q4: 8,129 shares 8,129 $7.01M 0.13% -1,083 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: 227,057 shares; 2024Q4: 207,378 shares; 2025Q1: 197,878 shares; 2025Q2: 129,047 shares; 2025Q3: 120,754 shares; 2025Q4: 127,635 shares 127,635 $6.99M 0.13% +6,881 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,952 shares; 2024Q4: 21,455 shares; 2025Q1: 23,387 shares; 2025Q2: 22,930 shares; 2025Q3: 25,939 shares; 2025Q4: 31,909 shares 31,909 $6.76M 0.13% +5,970 Timeline XSMO 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: 55,449 shares; 2024Q4: 54,307 shares; 2025Q1: 29,847 shares; 2025Q2: 22,537 shares; 2025Q3: 79,164 shares; 2025Q4: 93,217 shares 93,217 $6.71M 0.13% +14,053 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,944 shares; 2024Q4: 25,034 shares; 2025Q1: 23,488 shares; 2025Q2: 89,054 shares; 2025Q3: 89,275 shares; 2025Q4: 89,405 shares 89,405 $6.63M 0.12% +130 Timeline HEFA 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: 151,798 shares; 2024Q4: 136,170 shares; 2025Q1: 168,274 shares; 2025Q2: 146,381 shares; 2025Q3: 152,437 shares; 2025Q4: 157,919 shares 157,919 $6.53M 0.12% +5,482 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: 138,225 shares; 2024Q4: 129,129 shares; 2025Q1: 130,998 shares; 2025Q2: 121,678 shares; 2025Q3: 123,545 shares; 2025Q4: 114,689 shares 114,689 $6.5M 0.12% -8,856 Timeline AGGY 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: 128,405 shares; 2024Q4: 118,303 shares; 2025Q1: 125,917 shares; 2025Q2: 133,128 shares; 2025Q3: 136,913 shares; 2025Q4: 146,594 shares 146,594 $6.46M 0.12% +9,681 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,183 shares; 2024Q4: 84,709 shares; 2025Q1: 95,821 shares; 2025Q2: 104,570 shares; 2025Q3: 99,406 shares; 2025Q4: 107,464 shares 107,464 $6.44M 0.12% +8,058 Timeline BTR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,794 shares 249,794 $6.33M 0.12% new Timeline SPSM 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: 137,991 shares; 2024Q4: 133,588 shares; 2025Q1: 124,157 shares; 2025Q2: 114,784 shares; 2025Q3: 135,436 shares; 2025Q4: 134,896 shares 134,896 $6.32M 0.12% -540 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,993 shares; 2024Q4: 39,140 shares; 2025Q1: 38,541 shares; 2025Q2: 39,655 shares; 2025Q3: 39,792 shares; 2025Q4: 37,358 shares 37,358 $6.27M 0.12% -2,434 Timeline BSR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,797 shares 213,797 $6.26M 0.12% new Timeline DFAI 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: 177,871 shares; 2024Q4: 177,953 shares; 2025Q1: 167,618 shares; 2025Q2: 165,150 shares; 2025Q3: 162,147 shares; 2025Q4: 163,947 shares 163,947 $6.25M 0.12% +1,800 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,283 shares 22,283 $6.17M 0.12% new Timeline DFAU 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: 91,585 shares; 2024Q4: 99,733 shares; 2025Q1: 11,628 shares; 2025Q2: 131,466 shares; 2025Q3: 130,940 shares; 2025Q4: 131,049 shares 131,049 $6.13M 0.12% +109 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: 122,164 shares; 2025Q2: 113,982 shares; 2025Q3: 84,524 shares; 2025Q4: 89,896 shares 89,896 $5.93M 0.11% +5,372 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,859 shares 112,859 $5.75M 0.11% new 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: 24,724 shares; 2024Q4: 45,274 shares; 2025Q1: 39,280 shares; 2025Q2: 43,811 shares; 2025Q3: 68,084 shares; 2025Q4: 47,067 shares 47,067 $5.73M 0.11% -21,017 Timeline JANU 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: 202,934 shares; 2025Q3: 213,847 shares; 2025Q4: 203,568 shares 203,568 $5.73M 0.11% -10,279 Timeline OCTU 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: 132,810 shares; 2025Q2: 199,776 shares; 2025Q3: 210,734 shares; 2025Q4: 200,541 shares 200,541 $5.71M 0.11% -10,193 Timeline JULU 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: 99,670 shares; 2025Q1: 123,569 shares; 2025Q2: 189,901 shares; 2025Q3: 201,278 shares; 2025Q4: 191,680 shares 191,680 $5.69M 0.11% -9,598 Timeline ARLU 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: 96,691 shares; 2025Q1: 120,153 shares; 2025Q2: 186,844 shares; 2025Q3: 197,096 shares; 2025Q4: 187,583 shares 187,583 $5.69M 0.11% -9,513 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,827 shares; 2024Q4: 221,553 shares; 2025Q1: 276,259 shares; 2025Q2: 476,293 shares; 2025Q3: 131,828 shares; 2025Q4: 131,470 shares 131,470 $5.65M 0.11% -358 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,906 shares; 2025Q2: 62,139 shares; 2025Q3: 86,479 shares; 2025Q4: 104,599 shares 104,599 $5.63M 0.11% +18,120 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: 36,516 shares; 2024Q4: 38,405 shares; 2025Q1: 86,011 shares; 2025Q2: 101,558 shares; 2025Q3: 76,020 shares; 2025Q4: 72,986 shares 72,986 $5.62M 0.11% -3,034 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: 17,742 shares; 2024Q4: 17,115 shares; 2025Q1: 21,521 shares; 2025Q2: 29,667 shares; 2025Q3: 32,794 shares; 2025Q4: 32,166 shares 32,166 $5.58M 0.11% -628 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: not reported; 2024Q4: not reported; 2025Q1: 63,022 shares; 2025Q2: 66,888 shares; 2025Q3: 276,769 shares; 2025Q4: 193,422 shares 193,422 $5.57M 0.1% -83,347 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,677 shares; 2025Q2: 44,009 shares; 2025Q3: 8,465 shares; 2025Q4: 109,586 shares 109,586 $5.54M 0.1% +101,121 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: 8,586 shares; 2024Q4: 9,108 shares; 2025Q1: 13,853 shares; 2025Q2: 14,384 shares; 2025Q3: 18,815 shares; 2025Q4: 17,890 shares 17,890 $5.51M 0.1% -925 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: 15,039 shares; 2024Q4: 16,188 shares; 2025Q1: 13,999 shares; 2025Q2: 13,934 shares; 2025Q3: 15,227 shares; 2025Q4: 15,377 shares 15,377 $5.39M 0.1% +150 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: 38,621 shares; 2024Q4: 40,652 shares; 2025Q1: 42,510 shares; 2025Q2: 43,568 shares; 2025Q3: 39,353 shares; 2025Q4: 37,597 shares 37,597 $5.39M 0.1% -1,756 Timeline IUSB 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: 466,345 shares; 2024Q4: 466,910 shares; 2025Q1: 275,854 shares; 2025Q2: 214,865 shares; 2025Q3: 114,798 shares; 2025Q4: 115,425 shares 115,425 $5.37M 0.1% +627 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: 6,507 shares; 2024Q4: 6,739 shares; 2025Q1: 6,863 shares; 2025Q2: 8,004 shares; 2025Q3: 7,812 shares; 2025Q4: 9,371 shares 9,371 $5.37M 0.1% +1,559 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: 72,010 shares; 2024Q4: 66,923 shares; 2025Q1: 71,434 shares; 2025Q2: 74,400 shares; 2025Q3: 73,880 shares; 2025Q4: 76,064 shares 76,064 $5.32M 0.1% +2,184 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,880 shares; 2025Q3: 99,700 shares; 2025Q4: 170,493 shares 170,493 $5.26M 0.1% +70,793 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,491 shares; 2024Q4: 17,546 shares; 2025Q1: 42,479 shares; 2025Q2: 57,065 shares; 2025Q3: 60,376 shares; 2025Q4: 77,931 shares 77,931 $5.24M 0.1% +17,555 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,860 shares; 2024Q4: 100,569 shares; 2025Q1: 159,091 shares; 2025Q2: 140,815 shares; 2025Q3: 126,848 shares; 2025Q4: 215,201 shares 215,201 $5.09M 0.1% +88,353 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: 12,389 shares; 2025Q1: 13,673 shares; 2025Q2: 32,251 shares; 2025Q3: 44,815 shares; 2025Q4: 142,426 shares 142,426 $5.08M 0.1% +97,611 Timeline DFAC 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: 399,575 shares; 2024Q4: 355,740 shares; 2025Q1: 234,891 shares; 2025Q2: 146,950 shares; 2025Q3: 134,424 shares; 2025Q4: 128,171 shares 128,171 $5.07M 0.1% -6,253 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: 14,940 shares; 2024Q4: 16,401 shares; 2025Q1: 21,138 shares; 2025Q2: 19,072 shares; 2025Q3: 17,814 shares; 2025Q4: 19,617 shares 19,617 $5.06M 0.1% +1,803 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: not reported; 2024Q4: not reported; 2025Q1: 39,652 shares; 2025Q2: 65,039 shares; 2025Q3: 120,214 shares; 2025Q4: 143,560 shares 143,560 $5.05M 0.1% +23,346 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: 42,490 shares; 2024Q4: 33,295 shares; 2025Q1: 63,569 shares; 2025Q2: 48,102 shares; 2025Q3: 47,715 shares; 2025Q4: 47,794 shares 47,794 $5.03M 0.09% +79 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: 20,407 shares; 2024Q4: 22,553 shares; 2025Q1: 27,724 shares; 2025Q2: 34,486 shares; 2025Q3: 20,882 shares; 2025Q4: 29,263 shares 29,263 $5.01M 0.09% +8,381 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: 73,208 shares; 2024Q4: 74,282 shares; 2025Q1: 91,976 shares; 2025Q2: 134,626 shares; 2025Q3: 173,784 shares; 2025Q4: 188,851 shares 188,851 $4.96M 0.09% +15,067 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,219 shares; 2024Q4: 80,070 shares; 2025Q1: 48,220 shares; 2025Q2: 37,414 shares; 2025Q3: 51,319 shares; 2025Q4: 45,621 shares 45,621 $4.89M 0.09% -5,698 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: 3,027 shares; 2024Q4: 4,156 shares; 2025Q1: 4,848 shares; 2025Q2: 4,019 shares; 2025Q3: 5,340 shares; 2025Q4: 8,034 shares 8,034 $4.85M 0.09% +2,694 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 11,194 shares; 2025Q1: 11,678 shares; 2025Q2: 12,424 shares; 2025Q3: 12,002 shares; 2025Q4: 13,090 shares 13,090 $4.84M 0.09% +1,088 Timeline EMXC 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: 133,166 shares; 2024Q4: 142,553 shares; 2025Q1: 90,027 shares; 2025Q2: 57,110 shares; 2025Q3: 66,607 shares; 2025Q4: 65,624 shares 65,624 $4.77M 0.09% -983 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: not reported; 2024Q4: 41,931 shares; 2025Q1: 171,398 shares; 2025Q2: 192,001 shares; 2025Q3: 178,753 shares; 2025Q4: 179,901 shares 179,901 $4.71M 0.09% +1,148 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: 84,383 shares; 2024Q4: 78,450 shares; 2025Q1: 89,521 shares; 2025Q2: 62,457 shares; 2025Q3: 64,047 shares; 2025Q4: 66,487 shares 66,487 $4.62M 0.09% +2,440 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: 26,534 shares; 2024Q4: 27,348 shares; 2025Q1: 23,360 shares; 2025Q2: 26,772 shares; 2025Q3: 26,341 shares; 2025Q4: 32,130 shares 32,130 $4.61M 0.09% +5,789 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: 20,911 shares; 2024Q4: 19,716 shares; 2025Q1: 19,622 shares; 2025Q2: 15,418 shares; 2025Q3: 14,533 shares; 2025Q4: 15,808 shares 15,808 $4.59M 0.09% +1,275 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: 7,106 shares; 2024Q4: 10,365 shares; 2025Q1: 18,107 shares; 2025Q2: 20,801 shares; 2025Q3: 25,076 shares; 2025Q4: 25,505 shares 25,505 $4.53M 0.09% +429 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,791 shares; 2024Q4: 12,026 shares; 2025Q1: 34,109 shares; 2025Q2: 41,564 shares; 2025Q3: 44,934 shares; 2025Q4: 44,038 shares 44,038 $4.48M 0.08% -896 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 16,497 shares; 2025Q1: 20,984 shares; 2025Q2: 26,354 shares; 2025Q3: 30,765 shares; 2025Q4: 32,486 shares 32,486 $4.42M 0.08% +1,721 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,378 shares; 2025Q1: 6,249 shares; 2025Q2: 6,879 shares; 2025Q3: 12,265 shares; 2025Q4: 12,614 shares 12,614 $4.33M 0.08% +349 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: 40,373 shares; 2024Q4: 47,712 shares; 2025Q1: 32,895 shares; 2025Q2: 48,036 shares; 2025Q3: 28,709 shares; 2025Q4: 28,315 shares 28,315 $4.32M 0.08% -394 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: 134,404 shares; 2024Q4: 131,073 shares; 2025Q1: 38,683 shares; 2025Q2: 30,229 shares; 2025Q3: 31,307 shares; 2025Q4: 27,782 shares 27,782 $4.31M 0.08% -3,525 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: 92,423 shares; 2024Q4: 208,507 shares; 2025Q1: 194,932 shares; 2025Q2: 103,527 shares; 2025Q3: 379,089 shares; 2025Q4: 176,404 shares 176,404 $4.24M 0.08% -202,685 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: 74,826 shares; 2024Q4: 65,677 shares; 2025Q1: 37,662 shares; 2025Q2: 47,889 shares; 2025Q3: 69,989 shares; 2025Q4: 71,633 shares 71,633 $4.21M 0.08% +1,644 Timeline KYTX KYVERNA THERAPEUTICS INC More: the full row for KYVERNA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445,200 shares 445,200 $4.18M 0.08% new Timeline ESGU 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: 32,730 shares; 2024Q4: 24,181 shares; 2025Q1: 25,876 shares; 2025Q2: 24,951 shares; 2025Q3: 25,558 shares; 2025Q4: 28,089 shares 28,089 $4.18M 0.08% +2,531 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,168 shares; 2025Q3: 4,428 shares; 2025Q4: 49,387 shares 49,387 $4.13M 0.08% +44,959 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: 52,102 shares; 2024Q4: 57,448 shares; 2025Q1: 64,882 shares; 2025Q2: 103,998 shares; 2025Q3: 84,891 shares; 2025Q4: 72,130 shares 72,130 $4.13M 0.08% -12,761 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: 70,109 shares; 2024Q4: 78,782 shares; 2025Q1: 49,236 shares; 2025Q2: 54,997 shares; 2025Q3: 51,881 shares; 2025Q4: 51,275 shares 51,275 $4.12M 0.08% -606 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,036 shares; 2025Q2: 41,181 shares; 2025Q3: 64,995 shares; 2025Q4: 75,883 shares 75,883 $4.1M 0.08% +10,888 Timeline FREL 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: 128,865 shares; 2024Q4: 128,701 shares; 2025Q1: 135,723 shares; 2025Q2: 137,030 shares; 2025Q3: 139,796 shares; 2025Q4: 152,564 shares 152,564 $4.1M 0.08% +12,768 Timeline JANT 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: 43,108 shares; 2024Q4: 41,434 shares; 2025Q1: 110,529 shares; 2025Q2: 106,106 shares; 2025Q3: 99,604 shares; 2025Q4: 99,417 shares 99,417 $4.1M 0.08% -187 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: 5,481 shares; 2024Q4: 5,523 shares; 2025Q1: 5,542 shares; 2025Q2: 8,196 shares; 2025Q3: 7,454 shares; 2025Q4: 16,899 shares 16,899 $4.1M 0.08% +9,445 Timeline XMMO 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: 1,697 shares; 2024Q4: 2,151 shares; 2025Q1: not reported; 2025Q2: 2,671 shares; 2025Q3: 27,199 shares; 2025Q4: 29,579 shares 29,579 $4.1M 0.08% +2,380 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 10,341 shares; 2025Q1: 11,129 shares; 2025Q2: 12,176 shares; 2025Q3: 12,638 shares; 2025Q4: 12,501 shares 12,501 $4.09M 0.08% -137 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,547 shares; 2024Q4: 24,768 shares; 2025Q1: 44,925 shares; 2025Q2: 38,675 shares; 2025Q3: 64,834 shares; 2025Q4: 77,081 shares 77,081 $4.05M 0.08% +12,247 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,653 shares; 2025Q1: 34,952 shares; 2025Q2: 10,106 shares; 2025Q3: 20,520 shares; 2025Q4: 144,372 shares 144,372 $3.99M 0.08% +123,852 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: 16,072 shares; 2024Q4: 16,763 shares; 2025Q1: 18,278 shares; 2025Q2: 17,097 shares; 2025Q3: 18,635 shares; 2025Q4: 19,091 shares 19,091 $3.95M 0.07% +456 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: 5,201 shares; 2024Q4: not reported; 2025Q1: 21,115 shares; 2025Q2: 25,494 shares; 2025Q3: 46,510 shares; 2025Q4: 39,516 shares 39,516 $3.95M 0.07% -6,994 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,938 shares; 2024Q4: 152,975 shares; 2025Q1: 166,646 shares; 2025Q2: 44,605 shares; 2025Q3: 41,386 shares; 2025Q4: 40,514 shares 40,514 $3.94M 0.07% -872 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545,315 shares 545,315 $3.89M 0.07% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,117 shares; 2025Q4: 37,536 shares 37,536 $3.84M 0.07% +6,419 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,588 shares; 2024Q4: 95,748 shares; 2025Q1: not reported; 2025Q2: 6,098 shares; 2025Q3: not reported; 2025Q4: 37,529 shares 37,529 $3.83M 0.07% new 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: 92,698 shares; 2024Q4: 96,544 shares; 2025Q1: 107,421 shares; 2025Q2: 109,874 shares; 2025Q3: 99,337 shares; 2025Q4: 93,775 shares 93,775 $3.82M 0.07% -5,562 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: 35,347 shares; 2024Q4: 69,100 shares; 2025Q1: 54,244 shares; 2025Q2: 21,682 shares; 2025Q3: 18,902 shares; 2025Q4: 38,811 shares 38,811 $3.82M 0.07% +19,909 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,996 shares; 2025Q1: 23,705 shares; 2025Q2: 23,995 shares; 2025Q3: 15,823 shares; 2025Q4: 14,798 shares 14,798 $3.8M 0.07% -1,025 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: 25,386 shares; 2024Q4: 36,935 shares; 2025Q1: 41,879 shares; 2025Q2: 40,729 shares; 2025Q3: 40,374 shares; 2025Q4: 40,772 shares 40,772 $3.8M 0.07% +398 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: 45,440 shares; 2024Q4: 46,849 shares; 2025Q1: 46,123 shares; 2025Q2: 62,009 shares; 2025Q3: 52,225 shares; 2025Q4: 54,707 shares 54,707 $3.8M 0.07% +2,482 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 6,736 shares; 2025Q1: 37,333 shares; 2025Q2: 30,755 shares; 2025Q3: 34,788 shares; 2025Q4: 34,413 shares 34,413 $3.78M 0.07% -375 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: 18,571 shares; 2024Q4: 19,982 shares; 2025Q1: 24,483 shares; 2025Q2: 24,067 shares; 2025Q3: 24,585 shares; 2025Q4: 19,335 shares 19,335 $3.77M 0.07% -5,250 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 5,279 shares; 2025Q1: 8,810 shares; 2025Q2: 7,422 shares; 2025Q3: 5,994 shares; 2025Q4: 7,813 shares 7,813 $3.75M 0.07% +1,819 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,873 shares; 2024Q4: 83,682 shares; 2025Q1: 142,603 shares; 2025Q2: 110,055 shares; 2025Q3: 106,180 shares; 2025Q4: 111,985 shares 111,985 $3.75M 0.07% +5,805 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,260 shares; 2025Q3: 69,786 shares; 2025Q4: 80,744 shares 80,744 $3.74M 0.07% +10,958 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 9,816 shares; 2025Q1: 16,972 shares; 2025Q2: 19,609 shares; 2025Q3: 18,906 shares; 2025Q4: 18,766 shares 18,766 $3.7M 0.07% -140 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: 7,230 shares; 2024Q4: 17,171 shares; 2025Q1: 18,004 shares; 2025Q2: 18,267 shares; 2025Q3: 19,471 shares; 2025Q4: 20,072 shares 20,072 $3.7M 0.07% +601 Timeline DFSD 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: 451,119 shares; 2024Q4: 477,757 shares; 2025Q1: 96,894 shares; 2025Q2: 75,782 shares; 2025Q3: 77,205 shares; 2025Q4: 75,665 shares 75,665 $3.63M 0.07% -1,540 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: 11,160 shares; 2024Q4: 13,625 shares; 2025Q1: 23,590 shares; 2025Q2: 23,942 shares; 2025Q3: 24,566 shares; 2025Q4: 22,558 shares 22,558 $3.62M 0.07% -2,008 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: 45,200 shares; 2024Q4: 41,798 shares; 2025Q1: 47,582 shares; 2025Q2: 47,549 shares; 2025Q3: 45,053 shares; 2025Q4: 40,411 shares 40,411 $3.61M 0.07% -4,642 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: 7,345 shares; 2024Q4: 83,302 shares; 2025Q1: 55,146 shares; 2025Q2: 99,094 shares; 2025Q3: 92,020 shares; 2025Q4: 80,953 shares 80,953 $3.6M 0.07% -11,067 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: 10,643 shares; 2024Q4: 10,546 shares; 2025Q1: 11,651 shares; 2025Q2: 12,342 shares; 2025Q3: 11,571 shares; 2025Q4: 11,730 shares 11,730 $3.59M 0.07% +159 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,506 shares; 2024Q4: 31,867 shares; 2025Q1: 30,955 shares; 2025Q2: 30,566 shares; 2025Q3: 67,606 shares; 2025Q4: 38,661 shares 38,661 $3.57M 0.07% -28,945 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: 81,885 shares; 2024Q4: 77,723 shares; 2025Q1: 68,414 shares; 2025Q2: 63,934 shares; 2025Q3: 23,670 shares; 2025Q4: 22,922 shares 22,922 $3.55M 0.07% -748 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,705 shares; 2024Q4: 91,710 shares; 2025Q1: 96,469 shares; 2025Q2: 129,315 shares; 2025Q3: 80,956 shares; 2025Q4: 72,182 shares 72,182 $3.55M 0.07% -8,774 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,604 shares; 2024Q4: 9,125 shares; 2025Q1: 30,086 shares; 2025Q2: 36,703 shares; 2025Q3: 43,584 shares; 2025Q4: 43,559 shares 43,559 $3.54M 0.07% -25 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,114 shares; 2024Q4: 40,580 shares; 2025Q1: 29,355 shares; 2025Q2: 29,874 shares; 2025Q3: 35,883 shares; 2025Q4: 39,594 shares 39,594 $3.5M 0.07% +3,711 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: 3,548 shares; 2024Q4: 4,097 shares; 2025Q1: 4,716 shares; 2025Q2: 3,666 shares; 2025Q3: 3,737 shares; 2025Q4: 3,979 shares 3,979 $3.5M 0.07% +242 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: 12,731 shares; 2024Q4: 12,889 shares; 2025Q1: 9,042 shares; 2025Q2: 31,416 shares; 2025Q3: 18,688 shares; 2025Q4: 35,257 shares 35,257 $3.5M 0.07% +16,569 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,126 shares; 2025Q2: 38,105 shares; 2025Q3: 30,614 shares; 2025Q4: 26,611 shares 26,611 $3.49M 0.07% -4,003 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: 3,676 shares; 2024Q4: 3,429 shares; 2025Q1: 4,010 shares; 2025Q2: 4,321 shares; 2025Q3: 3,178 shares; 2025Q4: 3,256 shares 3,256 $3.48M 0.07% +78 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,168 shares; 2024Q4: 137,525 shares; 2025Q1: 55,791 shares; 2025Q2: 71,629 shares; 2025Q3: 57,406 shares; 2025Q4: 48,353 shares 48,353 $3.45M 0.07% -9,053 Timeline IYW 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: 42,044 shares; 2024Q4: 44,734 shares; 2025Q1: 24,787 shares; 2025Q2: 17,750 shares; 2025Q3: 16,737 shares; 2025Q4: 17,267 shares 17,267 $3.45M 0.06% +530 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: 21,294 shares; 2024Q4: 24,663 shares; 2025Q1: 46,072 shares; 2025Q2: 44,305 shares; 2025Q3: 43,045 shares; 2025Q4: 46,407 shares 46,407 $3.41M 0.06% +3,362 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,712 shares; 2024Q4: 131,549 shares; 2025Q1: 151,255 shares; 2025Q2: 176,579 shares; 2025Q3: 177,901 shares; 2025Q4: 192,472 shares 192,472 $3.41M 0.06% +14,571 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,490 shares; 2024Q4: 151,834 shares; 2025Q1: 164,104 shares; 2025Q2: 167,788 shares; 2025Q3: 169,676 shares; 2025Q4: 187,797 shares 187,797 $3.38M 0.06% +18,121 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: not reported; 2025Q1: 7,693 shares; 2025Q2: 7,564 shares; 2025Q3: 14,131 shares; 2025Q4: 19,684 shares 19,684 $3.37M 0.06% +5,553 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: 47,582 shares; 2024Q4: 43,986 shares; 2025Q1: 53,855 shares; 2025Q2: 47,914 shares; 2025Q3: 42,138 shares; 2025Q4: 54,795 shares 54,795 $3.28M 0.06% +12,657 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: 6,637 shares; 2024Q4: 6,853 shares; 2025Q1: 3,669 shares; 2025Q2: 3,691 shares; 2025Q3: 3,678 shares; 2025Q4: 3,728 shares 3,728 $3.28M 0.06% +50 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,824 shares; 2024Q4: 39,355 shares; 2025Q1: 24,309 shares; 2025Q2: 22,996 shares; 2025Q3: 22,870 shares; 2025Q4: 22,003 shares 22,003 $3.27M 0.06% -867 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 6,922 shares; 2025Q1: 7,263 shares; 2025Q2: 8,071 shares; 2025Q3: 6,961 shares; 2025Q4: 6,968 shares 6,968 $3.27M 0.06% +7 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,571 shares; 2025Q3: 68,468 shares; 2025Q4: 77,953 shares 77,953 $3.25M 0.06% +9,485 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,920 shares; 2024Q4: 93,851 shares; 2025Q1: 100,531 shares; 2025Q2: 105,469 shares; 2025Q3: 105,740 shares; 2025Q4: 110,104 shares 110,104 $3.22M 0.06% +4,364 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 20,012 shares; 2025Q1: 20,012 shares; 2025Q2: 20,085 shares; 2025Q3: 20,137 shares; 2025Q4: 20,194 shares 20,194 $3.22M 0.06% +57 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,844 shares; 2024Q4: 14,659 shares; 2025Q1: 30,044 shares; 2025Q2: 16,577 shares; 2025Q3: 64,704 shares; 2025Q4: 90,181 shares 90,181 $3.2M 0.06% +25,477 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,105 shares; 2025Q3: 105,927 shares; 2025Q4: 123,742 shares 123,742 $3.16M 0.06% +17,815 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,074 shares; 2024Q4: 163,165 shares; 2025Q1: 166,160 shares; 2025Q2: 165,887 shares; 2025Q3: 181,538 shares; 2025Q4: 173,077 shares 173,077 $3.15M 0.06% -8,461 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: 28,816 shares; 2024Q4: 37,003 shares; 2025Q1: 68,640 shares; 2025Q2: 58,303 shares; 2025Q3: 54,881 shares; 2025Q4: 57,605 shares 57,605 $3.15M 0.06% +2,724 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 19,901 shares; 2025Q1: 19,996 shares; 2025Q2: 21,156 shares; 2025Q3: 17,606 shares; 2025Q4: 17,108 shares 17,108 $3.14M 0.06% -498 Timeline JULW 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: 12,429 shares; 2024Q4: 12,429 shares; 2025Q1: 12,264 shares; 2025Q2: 12,264 shares; 2025Q3: 12,264 shares; 2025Q4: 79,665 shares 79,665 $3.12M 0.06% +67,401 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,819 shares; 2024Q4: 36,343 shares; 2025Q1: 5,616 shares; 2025Q2: 9,045 shares; 2025Q3: 3,797 shares; 2025Q4: 40,880 shares 40,880 $3.12M 0.06% +37,083 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: 34,790 shares; 2024Q4: 36,694 shares; 2025Q1: 48,423 shares; 2025Q2: 51,487 shares; 2025Q3: 52,914 shares; 2025Q4: 55,273 shares 55,273 $3.12M 0.06% +2,359 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,850 shares; 2024Q4: 46,098 shares; 2025Q1: 46,692 shares; 2025Q2: 82,545 shares; 2025Q3: 194,736 shares; 2025Q4: 88,159 shares 88,159 $3.11M 0.06% -106,577 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230,188 shares; 2025Q3: 118,319 shares; 2025Q4: 137,376 shares 137,376 $3.1M 0.06% +19,057 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: 71,222 shares; 2024Q4: 49,461 shares; 2025Q1: 75,988 shares; 2025Q2: 78,585 shares; 2025Q3: 78,698 shares; 2025Q4: 83,678 shares 83,678 $3.09M 0.06% +4,980 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: 12,850 shares; 2024Q4: 14,581 shares; 2025Q1: 4,138 shares; 2025Q2: 2,687 shares; 2025Q3: 23,164 shares; 2025Q4: 14,324 shares 14,324 $3.01M 0.06% -8,840 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: 65,759 shares; 2024Q4: 57,985 shares; 2025Q1: 52,648 shares; 2025Q2: 56,634 shares; 2025Q3: 66,289 shares; 2025Q4: 67,971 shares 67,971 $3.01M 0.06% +1,682 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: 8,098 shares; 2024Q4: 8,706 shares; 2025Q1: 21,330 shares; 2025Q2: 22,879 shares; 2025Q3: 20,970 shares; 2025Q4: 18,602 shares 18,602 $2.99M 0.06% -2,368 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,086 shares; 2025Q3: 68,714 shares; 2025Q4: 68,683 shares 68,683 $2.99M 0.06% -31 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,496 shares; 2025Q3: 91,755 shares; 2025Q4: 114,843 shares 114,843 $2.98M 0.06% +23,088 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: 31,627 shares; 2024Q4: 31,813 shares; 2025Q1: 35,325 shares; 2025Q2: 38,152 shares; 2025Q3: 48,078 shares; 2025Q4: 44,564 shares 44,564 $2.94M 0.06% -3,514 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: 10,746 shares; 2024Q4: 12,151 shares; 2025Q1: 13,202 shares; 2025Q2: 15,602 shares; 2025Q3: 11,206 shares; 2025Q4: 11,089 shares 11,089 $2.94M 0.06% -117 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: 125,371 shares; 2024Q4: 135,794 shares; 2025Q1: 53,274 shares; 2025Q2: 52,149 shares; 2025Q3: 48,913 shares; 2025Q4: 49,014 shares 49,014 $2.92M 0.05% +101 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,803 shares; 2024Q4: 172,742 shares; 2025Q1: 97,871 shares; 2025Q2: 76,092 shares; 2025Q3: 75,049 shares; 2025Q4: 57,929 shares 57,929 $2.91M 0.05% -17,120 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: 8,994 shares; 2024Q4: 8,619 shares; 2025Q1: 8,035 shares; 2025Q2: 8,218 shares; 2025Q3: 8,493 shares; 2025Q4: 8,412 shares 8,412 $2.9M 0.05% -81 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,725 shares; 2025Q1: 7,707 shares; 2025Q2: 8,050 shares; 2025Q3: 3,466 shares; 2025Q4: 3,082 shares 3,082 $2.88M 0.05% -384 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: 41,747 shares; 2024Q4: 44,964 shares; 2025Q1: 45,480 shares; 2025Q2: 24,235 shares; 2025Q3: 30,450 shares; 2025Q4: 32,975 shares 32,975 $2.87M 0.05% +2,525 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,114 shares; 2024Q4: 24,255 shares; 2025Q1: 23,852 shares; 2025Q2: 23,462 shares; 2025Q3: 23,752 shares; 2025Q4: 26,655 shares 26,655 $2.84M 0.05% +2,903 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,075 shares; 2025Q3: 43,958 shares; 2025Q4: 42,731 shares 42,731 $2.84M 0.05% -1,227 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 726 shares; 2025Q1: 419 shares; 2025Q2: 180 shares; 2025Q3: 481 shares; 2025Q4: 527 shares 527 $2.82M 0.05% +46 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: 2,844 shares; 2024Q4: 8,735 shares; 2025Q1: 9,746 shares; 2025Q2: 10,292 shares; 2025Q3: 10,747 shares; 2025Q4: 44,030 shares 44,030 $2.81M 0.05% +33,283 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,178 shares; 2024Q4: 180,860 shares; 2025Q1: 69,331 shares; 2025Q2: 55,273 shares; 2025Q3: 45,238 shares; 2025Q4: 55,429 shares 55,429 $2.79M 0.05% +10,191 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: 25,957 shares; 2024Q4: 26,069 shares; 2025Q1: 27,464 shares; 2025Q2: 30,625 shares; 2025Q3: 32,933 shares; 2025Q4: 33,673 shares 33,673 $2.79M 0.05% +740 Timeline DFAE 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: 92,402 shares; 2024Q4: 91,742 shares; 2025Q1: 93,308 shares; 2025Q2: 84,607 shares; 2025Q3: 85,127 shares; 2025Q4: 85,492 shares 85,492 $2.78M 0.05% +365 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,569 shares; 2024Q4: 52,588 shares; 2025Q1: 69,633 shares; 2025Q2: 72,517 shares; 2025Q3: 71,967 shares; 2025Q4: 77,680 shares 77,680 $2.75M 0.05% +5,713 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: 3,122 shares; 2025Q3: 80,942 shares; 2025Q4: 39,120 shares 39,120 $2.73M 0.05% -41,822 Timeline PCY 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: 92,164 shares; 2024Q4: 98,734 shares; 2025Q1: 105,339 shares; 2025Q2: 111,352 shares; 2025Q3: 113,719 shares; 2025Q4: 124,741 shares 124,741 $2.7M 0.05% +11,022 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,888 shares; 2025Q4: 87,110 shares 87,110 $2.7M 0.05% +5,222 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: 868 shares; 2024Q4: 1,006 shares; 2025Q1: 4,740 shares; 2025Q2: 5,058 shares; 2025Q3: 2,873 shares; 2025Q4: 2,211 shares 2,211 $2.69M 0.05% -662 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: 2,229 shares; 2024Q4: 3,341 shares; 2025Q1: 3,453 shares; 2025Q2: 3,669 shares; 2025Q3: 2,753 shares; 2025Q4: 3,551 shares 3,551 $2.68M 0.05% +798 Timeline SIXF 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: 15,868 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,686 shares 83,686 $2.67M 0.05% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,149 shares; 2024Q4: 21,792 shares; 2025Q1: 32,043 shares; 2025Q2: 21,777 shares; 2025Q3: 98,081 shares; 2025Q4: 88,759 shares 88,759 $2.67M 0.05% -9,322 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: 18,989 shares; 2024Q4: 16,714 shares; 2025Q1: 14,657 shares; 2025Q2: 9,167 shares; 2025Q3: 7,888 shares; 2025Q4: 12,109 shares 12,109 $2.66M 0.05% +4,221 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,289 shares; 2024Q4: 15,962 shares; 2025Q1: 15,963 shares; 2025Q2: 15,990 shares; 2025Q3: 15,820 shares; 2025Q4: 15,596 shares 15,596 $2.66M 0.05% -224 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: not reported; 2024Q4: not reported; 2025Q1: 170,150 shares; 2025Q2: 208,001 shares; 2025Q3: 200,013 shares; 2025Q4: 214,045 shares 214,045 $2.65M 0.05% +14,032 Timeline FTSL 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: 178,647 shares; 2024Q4: 179,988 shares; 2025Q1: 194,107 shares; 2025Q2: 64,302 shares; 2025Q3: 58,648 shares; 2025Q4: 56,226 shares 56,226 $2.58M 0.05% -2,422 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 14,457 shares; 2025Q2: 17,706 shares; 2025Q3: 16,765 shares; 2025Q4: 79,081 shares 79,081 $2.57M 0.05% +62,316 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 55,137 shares; 2025Q1: 65,674 shares; 2025Q2: 96,567 shares; 2025Q3: 104,632 shares; 2025Q4: 122,885 shares 122,885 $2.56M 0.05% +18,253 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: 11,971 shares; 2024Q4: 10,397 shares; 2025Q1: 10,331 shares; 2025Q2: 11,956 shares; 2025Q3: 30,902 shares; 2025Q4: 50,845 shares 50,845 $2.54M 0.05% +19,943 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: not reported; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 3,551 shares; 2025Q3: 31,914 shares; 2025Q4: 33,502 shares 33,502 $2.53M 0.05% +1,588 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,345 shares; 2024Q4: 26,607 shares; 2025Q1: 109,881 shares; 2025Q2: 89,850 shares; 2025Q3: 98,394 shares; 2025Q4: 108,546 shares 108,546 $2.5M 0.05% +10,152 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: not reported; 2024Q4: 6,395 shares; 2025Q1: 7,257 shares; 2025Q2: 6,151 shares; 2025Q3: 6,144 shares; 2025Q4: 9,976 shares 9,976 $2.5M 0.05% +3,832 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 8,155 shares; 2025Q1: 8,595 shares; 2025Q2: 8,825 shares; 2025Q3: 8,051 shares; 2025Q4: 10,843 shares 10,843 $2.5M 0.05% +2,792 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 37,842 shares; 2025Q2: 45,372 shares; 2025Q3: 40,600 shares; 2025Q4: 41,736 shares 41,736 $2.46M 0.05% +1,136 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,668 shares; 2024Q4: 158,213 shares; 2025Q1: 167,122 shares; 2025Q2: 46,156 shares; 2025Q3: 42,754 shares; 2025Q4: 50,909 shares 50,909 $2.46M 0.05% +8,155 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: 4,981 shares; 2024Q4: 4,910 shares; 2025Q1: 4,646 shares; 2025Q2: 4,893 shares; 2025Q3: 3,343 shares; 2025Q4: 16,025 shares 16,025 $2.45M 0.05% +12,682 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,600 shares; 2025Q4: 34,204 shares 34,204 $2.45M 0.05% +15,604 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,415 shares; 2024Q4: 28,772 shares; 2025Q1: 25,981 shares; 2025Q2: 22,257 shares; 2025Q3: 23,356 shares; 2025Q4: 23,096 shares 23,096 $2.44M 0.05% -260 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,658 shares; 2025Q2: 47,272 shares; 2025Q3: 64,524 shares; 2025Q4: 66,368 shares 66,368 $2.43M 0.05% +1,844 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: 24,218 shares; 2024Q4: 24,492 shares; 2025Q1: 25,974 shares; 2025Q2: 25,435 shares; 2025Q3: 28,531 shares; 2025Q4: 25,147 shares 25,147 $2.42M 0.05% -3,384 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: 12,689 shares; 2024Q4: 16,458 shares; 2025Q1: 33,088 shares; 2025Q2: 36,142 shares; 2025Q3: 34,989 shares; 2025Q4: 41,815 shares 41,815 $2.41M 0.05% +6,826 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: 31,679 shares; 2024Q4: 36,621 shares; 2025Q1: 14,556 shares; 2025Q2: 7,365 shares; 2025Q3: 8,275 shares; 2025Q4: 8,003 shares 8,003 $2.41M 0.05% -272 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: 70,051 shares; 2024Q4: 90,323 shares; 2025Q1: 84,733 shares; 2025Q2: 85,014 shares; 2025Q3: 86,444 shares; 2025Q4: 96,542 shares 96,542 $2.4M 0.05% +10,098 Timeline FMF 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: 9,119 shares; 2024Q4: 9,555 shares; 2025Q1: 9,739 shares; 2025Q2: 41,892 shares; 2025Q3: 42,728 shares; 2025Q4: 50,256 shares 50,256 $2.36M 0.04% +7,528 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,348 shares; 2024Q4: 34,508 shares; 2025Q1: 46,969 shares; 2025Q2: 53,777 shares; 2025Q3: 53,377 shares; 2025Q4: 56,947 shares 56,947 $2.36M 0.04% +3,570 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,532 shares; 2025Q2: 32,881 shares; 2025Q3: 280,679 shares; 2025Q4: 104,848 shares 104,848 $2.35M 0.04% -175,831 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,113 shares; 2024Q4: 82,699 shares; 2025Q1: 103,125 shares; 2025Q2: 105,106 shares; 2025Q3: 100,584 shares; 2025Q4: 101,643 shares 101,643 $2.34M 0.04% +1,059 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,828 shares 29,828 $2.3M 0.04% new 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: 8,392 shares; 2024Q4: 9,868 shares; 2025Q1: 51,775 shares; 2025Q2: 51,339 shares; 2025Q3: 17,399 shares; 2025Q4: 19,603 shares 19,603 $2.29M 0.04% +2,204 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 7,536 shares; 2025Q1: 7,437 shares; 2025Q2: 7,696 shares; 2025Q3: 7,729 shares; 2025Q4: 9,184 shares 9,184 $2.27M 0.04% +1,455 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 6,919 shares; 2025Q1: 7,666 shares; 2025Q2: 7,471 shares; 2025Q3: 8,070 shares; 2025Q4: 8,759 shares 8,759 $2.25M 0.04% +689 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,326 shares; 2025Q3: 27,564 shares; 2025Q4: 46,357 shares 46,357 $2.25M 0.04% +18,793 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: 24,243 shares; 2024Q4: 23,061 shares; 2025Q1: 26,825 shares; 2025Q2: 24,035 shares; 2025Q3: 27,667 shares; 2025Q4: 30,523 shares 30,523 $2.24M 0.04% +2,856 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,685 shares; 2024Q4: 50,195 shares; 2025Q1: 50,653 shares; 2025Q2: 50,489 shares; 2025Q3: 49,837 shares; 2025Q4: 48,761 shares 48,761 $2.22M 0.04% -1,076 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,269 shares; 2024Q4: 8,154 shares; 2025Q1: 8,233 shares; 2025Q2: 60,237 shares; 2025Q3: 61,886 shares; 2025Q4: 81,505 shares 81,505 $2.21M 0.04% +19,619 Timeline FSMB 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: 33,200 shares; 2024Q4: 33,088 shares; 2025Q1: 41,876 shares; 2025Q2: 45,395 shares; 2025Q3: 58,113 shares; 2025Q4: 109,956 shares 109,956 $2.2M 0.04% +51,843 Timeline QGRW 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: 36,098 shares; 2024Q4: 32,002 shares; 2025Q1: 32,302 shares; 2025Q2: 35,218 shares; 2025Q3: 33,872 shares; 2025Q4: 37,394 shares 37,394 $2.19M 0.04% +3,522 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: 70,542 shares; 2024Q4: 74,623 shares; 2025Q1: 36,885 shares; 2025Q2: 33,447 shares; 2025Q3: 31,952 shares; 2025Q4: 30,567 shares 30,567 $2.18M 0.04% -1,385 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 2,085 shares; 2025Q1: 1,836 shares; 2025Q2: 1,767 shares; 2025Q3: 2,591 shares; 2025Q4: 2,697 shares 2,697 $2.18M 0.04% +106 Timeline RYLD 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: 12,776 shares; 2024Q4: 41,095 shares; 2025Q1: 105,161 shares; 2025Q2: 97,281 shares; 2025Q3: 136,664 shares; 2025Q4: 141,492 shares 141,492 $2.16M 0.04% +4,828 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: 977 shares; 2024Q4: 1,051 shares; 2025Q1: 5,036 shares; 2025Q2: 5,216 shares; 2025Q3: 2,790 shares; 2025Q4: 2,374 shares 2,374 $2.15M 0.04% -416 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,707 shares; 2025Q4: 31,793 shares 31,793 $2.15M 0.04% +1,086 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,652 shares; 2025Q3: 3,664 shares; 2025Q4: 7,736 shares 7,736 $2.13M 0.04% +4,072 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: 4,249 shares; 2024Q4: 3,535 shares; 2025Q1: 3,654 shares; 2025Q2: 25,948 shares; 2025Q3: 26,122 shares; 2025Q4: 29,859 shares 29,859 $2.12M 0.04% +3,737 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: 277 shares; 2024Q4: 315 shares; 2025Q1: 1,512 shares; 2025Q2: 1,562 shares; 2025Q3: 874 shares; 2025Q4: 1,050 shares 1,050 $2.11M 0.04% +176 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: 7,336 shares; 2024Q4: 8,434 shares; 2025Q1: 9,637 shares; 2025Q2: 7,368 shares; 2025Q3: 7,797 shares; 2025Q4: 6,882 shares 6,882 $2.09M 0.04% -915 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: 19,396 shares; 2024Q4: 13,077 shares; 2025Q1: 21,265 shares; 2025Q2: 57,801 shares; 2025Q3: 26,623 shares; 2025Q4: 23,182 shares 23,182 $2.07M 0.04% -3,441 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: 17,244 shares; 2024Q4: 15,437 shares; 2025Q1: 16,335 shares; 2025Q2: 15,048 shares; 2025Q3: 14,151 shares; 2025Q4: 14,438 shares 14,438 $2.07M 0.04% +287 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,095 shares; 2025Q1: 8,733 shares; 2025Q2: 8,804 shares; 2025Q3: 8,830 shares; 2025Q4: 9,152 shares 9,152 $2.06M 0.04% +322 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: 15,065 shares; 2024Q4: 17,200 shares; 2025Q1: 17,672 shares; 2025Q2: 31,674 shares; 2025Q3: 31,120 shares; 2025Q4: 35,340 shares 35,340 $2.05M 0.04% +4,220 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: 4,926 shares; 2024Q4: 4,614 shares; 2025Q1: 5,076 shares; 2025Q2: 4,057 shares; 2025Q3: 4,524 shares; 2025Q4: 4,241 shares 4,241 $2.05M 0.04% -283 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 11,859 shares; 2025Q1: 18,073 shares; 2025Q2: 15,715 shares; 2025Q3: 19,142 shares; 2025Q4: 18,577 shares 18,577 $2.05M 0.04% -565 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: 4,485 shares; 2024Q4: 4,635 shares; 2025Q1: 5,263 shares; 2025Q2: 28,556 shares; 2025Q3: 6,613 shares; 2025Q4: 6,199 shares 6,199 $2.05M 0.04% -414 Timeline FSIG 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: 50,869 shares; 2024Q4: 46,003 shares; 2025Q1: 36,746 shares; 2025Q2: 47,859 shares; 2025Q3: 64,665 shares; 2025Q4: 106,502 shares 106,502 $2.04M 0.04% +41,837 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: 6,739 shares; 2024Q4: 7,362 shares; 2025Q1: 7,003 shares; 2025Q2: 7,030 shares; 2025Q3: 12,963 shares; 2025Q4: 15,639 shares 15,639 $2.02M 0.04% +2,676 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 15,821 shares; 2025Q1: 19,935 shares; 2025Q2: 9,903 shares; 2025Q3: 19,280 shares; 2025Q4: 53,128 shares 53,128 $2.02M 0.04% +33,848 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 78,800 shares; 2025Q2: 89,201 shares; 2025Q3: 98,201 shares; 2025Q4: 121,026 shares 121,026 $2.02M 0.04% +22,825 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: 838 shares; 2024Q4: 791 shares; 2025Q1: 3,238 shares; 2025Q2: 3,374 shares; 2025Q3: 3,344 shares; 2025Q4: 3,550 shares 3,550 $2.01M 0.04% +206 Timeline FTCS 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: 23,358 shares; 2024Q4: 24,720 shares; 2025Q1: 23,419 shares; 2025Q2: 23,304 shares; 2025Q3: 21,007 shares; 2025Q4: 21,718 shares 21,718 $2.01M 0.04% +711 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: not reported; 2024Q4: not reported; 2025Q1: 77,863 shares; 2025Q2: 92,039 shares; 2025Q3: 88,743 shares; 2025Q4: 88,754 shares 88,754 $2.01M 0.04% +11 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,344 shares; 2024Q4: 37,877 shares; 2025Q1: 17,863 shares; 2025Q2: 11,617 shares; 2025Q3: 32,648 shares; 2025Q4: 18,083 shares 18,083 $1.99M 0.04% -14,565 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,329 shares; 2024Q4: 7,804 shares; 2025Q1: 35,444 shares; 2025Q2: 41,710 shares; 2025Q3: 44,583 shares; 2025Q4: 42,332 shares 42,332 $1.99M 0.04% -2,251 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: not reported; 2024Q4: not reported; 2025Q1: 18,890 shares; 2025Q2: not reported; 2025Q3: 78,217 shares; 2025Q4: 36,812 shares 36,812 $1.98M 0.04% -41,405 Timeline LCTU 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: 14,424 shares; 2024Q4: 22,832 shares; 2025Q1: 27,500 shares; 2025Q2: 27,562 shares; 2025Q3: 26,530 shares; 2025Q4: 26,643 shares 26,643 $1.97M 0.04% +113 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,823 shares; 2024Q4: 16,698 shares; 2025Q1: 16,924 shares; 2025Q2: 19,376 shares; 2025Q3: 18,600 shares; 2025Q4: 18,465 shares 18,465 $1.97M 0.04% -135 Timeline MTGP 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: 48,257 shares; 2024Q4: 44,241 shares; 2025Q1: 42,037 shares; 2025Q2: 42,965 shares; 2025Q3: 43,359 shares; 2025Q4: 44,134 shares 44,134 $1.97M 0.04% +775 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,981 shares; 2024Q4: 44,987 shares; 2025Q1: 59,325 shares; 2025Q2: 46,902 shares; 2025Q3: 47,002 shares; 2025Q4: 44,751 shares 44,751 $1.97M 0.04% -2,251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,230 shares 38,230 $1.95M 0.04% new 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: 26,845 shares; 2024Q4: 30,997 shares; 2025Q1: 44,947 shares; 2025Q2: 33,882 shares; 2025Q3: 28,325 shares; 2025Q4: 43,685 shares 43,685 $1.95M 0.04% +15,360 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: 20,328 shares; 2024Q4: 12,024 shares; 2025Q1: 48,810 shares; 2025Q2: 52,401 shares; 2025Q3: 53,968 shares; 2025Q4: 37,988 shares 37,988 $1.93M 0.04% -15,980 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,014 shares; 2024Q4: 53,794 shares; 2025Q1: 24,780 shares; 2025Q2: 41,218 shares; 2025Q3: 36,982 shares; 2025Q4: 38,811 shares 38,811 $1.93M 0.04% +1,829 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,807 shares; 2025Q3: 53,816 shares; 2025Q4: 57,690 shares 57,690 $1.92M 0.04% +3,874 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,167 shares 35,167 $1.91M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 31,809 shares; 2025Q4: 12,540 shares 12,540 $1.91M 0.04% -19,269 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 89,492 shares; 2025Q4: 95,026 shares 95,026 $1.87M 0.04% +5,534 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,833 shares; 2024Q4: 14,548 shares; 2025Q1: 15,787 shares; 2025Q2: 35,575 shares; 2025Q3: 45,989 shares; 2025Q4: 46,384 shares 46,384 $1.87M 0.04% +395 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,124 shares 33,124 $1.85M 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 6,630 shares; 2025Q1: 11,148 shares; 2025Q2: 8,427 shares; 2025Q3: 7,773 shares; 2025Q4: 7,979 shares 7,979 $1.85M 0.03% +206 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,496 shares; 2024Q4: 11,419 shares; 2025Q1: 11,969 shares; 2025Q2: 12,170 shares; 2025Q3: 13,026 shares; 2025Q4: 13,264 shares 13,264 $1.84M 0.03% +238 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,217 shares; 2025Q3: 5,052 shares; 2025Q4: 5,416 shares 5,416 $1.84M 0.03% +364 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,287 shares; 2024Q4: 105,480 shares; 2025Q1: 74,262 shares; 2025Q2: 73,042 shares; 2025Q3: 20,356 shares; 2025Q4: 16,055 shares 16,055 $1.83M 0.03% -4,301 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: 17,191 shares; 2024Q4: 16,707 shares; 2025Q1: 27,915 shares; 2025Q2: 26,762 shares; 2025Q3: 24,385 shares; 2025Q4: 33,797 shares 33,797 $1.82M 0.03% +9,412 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,713 shares; 2024Q4: 12,514 shares; 2025Q1: 20,494 shares; 2025Q2: 17,848 shares; 2025Q3: 15,751 shares; 2025Q4: 14,438 shares 14,438 $1.81M 0.03% -1,313 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,688 shares; 2025Q3: 77,785 shares; 2025Q4: 36,122 shares 36,122 $1.81M 0.03% -41,663 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,300 shares; 2025Q1: 4,331 shares; 2025Q2: 7,784 shares; 2025Q3: 19,501 shares; 2025Q4: 18,455 shares 18,455 $1.8M 0.03% -1,046 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 8,310 shares; 2025Q1: 11,418 shares; 2025Q2: 5,507 shares; 2025Q3: 13,161 shares; 2025Q4: 8,415 shares 8,415 $1.8M 0.03% -4,746 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: not reported; 2025Q1: 6,410 shares; 2025Q2: 6,776 shares; 2025Q3: 2,687 shares; 2025Q4: 2,631 shares 2,631 $1.78M 0.03% -56 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,002 shares; 2024Q4: 18,164 shares; 2025Q1: 16,117 shares; 2025Q2: 35,408 shares; 2025Q3: 29,518 shares; 2025Q4: 32,289 shares 32,289 $1.78M 0.03% +2,771 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 10,036 shares; 2025Q1: 10,275 shares; 2025Q2: 7,578 shares; 2025Q3: 8,411 shares; 2025Q4: 8,323 shares 8,323 $1.76M 0.03% -88 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: 3,679 shares; 2024Q4: 3,671 shares; 2025Q1: 3,701 shares; 2025Q2: 3,616 shares; 2025Q3: 3,598 shares; 2025Q4: 3,771 shares 3,771 $1.76M 0.03% +173 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,683 shares; 2024Q4: 177,257 shares; 2025Q1: 195,796 shares; 2025Q2: 50,071 shares; 2025Q3: 49,105 shares; 2025Q4: 43,488 shares 43,488 $1.75M 0.03% -5,617 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 9,789 shares; 2025Q1: 9,929 shares; 2025Q2: 9,532 shares; 2025Q3: 9,231 shares; 2025Q4: 7,265 shares 7,265 $1.75M 0.03% -1,966 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,530 shares; 2025Q2: 28,994 shares; 2025Q3: 29,450 shares; 2025Q4: 29,478 shares 29,478 $1.75M 0.03% +28 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: 12,198 shares; 2024Q4: 8,257 shares; 2025Q1: 7,984 shares; 2025Q2: 5,798 shares; 2025Q3: 5,296 shares; 2025Q4: 21,998 shares 21,998 $1.75M 0.03% +16,702 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,740 shares; 2025Q1: 8,437 shares; 2025Q2: 9,519 shares; 2025Q3: 2,636 shares; 2025Q4: 8,396 shares 8,396 $1.74M 0.03% +5,760 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,917 shares; 2024Q4: 35,641 shares; 2025Q1: 41,255 shares; 2025Q2: 19,333 shares; 2025Q3: 51,940 shares; 2025Q4: 73,120 shares 73,120 $1.73M 0.03% +21,180 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: 127,667 shares; 2024Q4: 127,393 shares; 2025Q1: 129,240 shares; 2025Q2: 152,483 shares; 2025Q3: 113,563 shares; 2025Q4: 55,694 shares 55,694 $1.72M 0.03% -57,869 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 8,294 shares; 2025Q1: 8,856 shares; 2025Q2: 32,299 shares; 2025Q3: 46,358 shares; 2025Q4: 49,733 shares 49,733 $1.72M 0.03% +3,375 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 11,074 shares; 2025Q1: 14,003 shares; 2025Q2: 7,890 shares; 2025Q3: 7,629 shares; 2025Q4: 24,780 shares 24,780 $1.72M 0.03% +17,151 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 38,930 shares; 2025Q1: 32,930 shares; 2025Q2: 33,567 shares; 2025Q3: 33,567 shares; 2025Q4: 39,993 shares 39,993 $1.71M 0.03% +6,426 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: 14,934 shares; 2024Q4: 14,777 shares; 2025Q1: 16,904 shares; 2025Q2: 17,195 shares; 2025Q3: 15,265 shares; 2025Q4: 14,526 shares 14,526 $1.7M 0.03% -739 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: 5,347 shares; 2024Q4: 5,704 shares; 2025Q1: 6,395 shares; 2025Q2: 6,502 shares; 2025Q3: 4,127 shares; 2025Q4: 2,767 shares 2,767 $1.69M 0.03% -1,360 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: 40,114 shares; 2024Q4: 42,621 shares; 2025Q1: 44,416 shares; 2025Q2: 48,129 shares; 2025Q3: 26,275 shares; 2025Q4: 19,887 shares 19,887 $1.69M 0.03% -6,388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,474 shares; 2025Q4: 8,068 shares 8,068 $1.69M 0.03% +594 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,895 shares; 2025Q4: 22,751 shares 22,751 $1.68M 0.03% +1,856 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,642 shares; 2025Q2: not reported; 2025Q3: 52,363 shares; 2025Q4: 28,030 shares 28,030 $1.67M 0.03% -24,333 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,252 shares; 2025Q2: 21,009 shares; 2025Q3: 10,703 shares; 2025Q4: 10,934 shares 10,934 $1.67M 0.03% +231 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: not reported; 2024Q4: not reported; 2025Q1: 13,824 shares; 2025Q2: 17,646 shares; 2025Q3: 11,985 shares; 2025Q4: 20,861 shares 20,861 $1.67M 0.03% +8,876 Timeline FMHI 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: 38,302 shares; 2024Q4: 61,850 shares; 2025Q1: 7,343 shares; 2025Q2: 6,285 shares; 2025Q3: 9,984 shares; 2025Q4: 34,599 shares 34,599 $1.66M 0.03% +24,615 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,193 shares; 2024Q4: 109,165 shares; 2025Q1: 61,605 shares; 2025Q2: 84,695 shares; 2025Q3: 101,185 shares; 2025Q4: 111,469 shares 111,469 $1.65M 0.03% +10,284 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,704 shares; 2025Q3: 42,535 shares; 2025Q4: 42,540 shares 42,540 $1.64M 0.03% +5 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: 10,969 shares; 2024Q4: 11,051 shares; 2025Q1: 10,590 shares; 2025Q2: 10,857 shares; 2025Q3: 11,087 shares; 2025Q4: 10,102 shares 10,102 $1.63M 0.03% -985 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,727 shares 42,727 $1.63M 0.03% new Timeline HYBI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,417 shares 32,417 $1.63M 0.03% new Timeline AFLG 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: 12,938 shares; 2025Q2: 15,222 shares; 2025Q3: 42,137 shares; 2025Q4: 41,653 shares 41,653 $1.63M 0.03% -484 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,993 shares; 2025Q1: 1,989 shares; 2025Q2: 2,321 shares; 2025Q3: 2,730 shares; 2025Q4: 2,804 shares 2,804 $1.63M 0.03% +74 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: 3,954 shares; 2024Q4: 3,893 shares; 2025Q1: 4,518 shares; 2025Q2: 4,420 shares; 2025Q3: 4,688 shares; 2025Q4: 4,814 shares 4,814 $1.62M 0.03% +126 Timeline VTC 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: 12,571 shares; 2024Q4: 14,280 shares; 2025Q1: 16,316 shares; 2025Q2: 16,893 shares; 2025Q3: 17,976 shares; 2025Q4: 20,888 shares 20,888 $1.62M 0.03% +2,912 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: 1,698 shares; 2024Q4: 1,570 shares; 2025Q1: 1,405 shares; 2025Q2: 1,493 shares; 2025Q3: 7,184 shares; 2025Q4: 7,554 shares 7,554 $1.62M 0.03% +370 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: 13,329 shares; 2024Q4: 13,910 shares; 2025Q1: 13,374 shares; 2025Q2: 12,760 shares; 2025Q3: 12,922 shares; 2025Q4: 13,205 shares 13,205 $1.62M 0.03% +283 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: not reported; 2025Q4: 12,791 shares 12,791 $1.61M 0.03% new 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: 8,673 shares; 2024Q4: 15,506 shares; 2025Q1: 16,052 shares; 2025Q2: 12,078 shares; 2025Q3: 14,611 shares; 2025Q4: 12,127 shares 12,127 $1.61M 0.03% -2,484 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,528 shares; 2024Q4: 30,775 shares; 2025Q1: 42,191 shares; 2025Q2: 36,341 shares; 2025Q3: 34,121 shares; 2025Q4: 34,004 shares 34,004 $1.6M 0.03% -117 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: 31,949 shares; 2024Q4: 29,261 shares; 2025Q1: 64,488 shares; 2025Q2: 64,998 shares; 2025Q3: 53,777 shares; 2025Q4: 53,430 shares 53,430 $1.6M 0.03% -347 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,384 shares 16,384 $1.59M 0.03% new Timeline AES AES CORP More: the full row for AES 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: 112,265 shares; 2025Q3: 110,809 shares; 2025Q4: 110,900 shares 110,900 $1.59M 0.03% +91 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,873 shares; 2025Q2: 28,814 shares; 2025Q3: 17,417 shares; 2025Q4: 53,509 shares 53,509 $1.58M 0.03% +36,092 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,307 shares 54,307 $1.58M 0.03% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,786 shares; 2024Q4: 17,242 shares; 2025Q1: 6,715 shares; 2025Q2: 6,204 shares; 2025Q3: 22,599 shares; 2025Q4: 27,576 shares 27,576 $1.57M 0.03% +4,977 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: not reported; 2024Q4: not reported; 2025Q1: 30,479 shares; 2025Q2: 37,721 shares; 2025Q3: 35,134 shares; 2025Q4: 35,234 shares 35,234 $1.56M 0.03% +100 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338,376 shares 338,376 $1.56M 0.03% new Timeline FTQI 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: 57,131 shares; 2025Q4: 74,727 shares 74,727 $1.56M 0.03% +17,596 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC 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: 108,356 shares 108,356 $1.54M 0.03% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,050 shares; 2025Q4: 69,210 shares 69,210 $1.54M 0.03% +11,160 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: 9,051 shares; 2024Q4: 8,644 shares; 2025Q1: 31,084 shares; 2025Q2: 42,351 shares; 2025Q3: 43,754 shares; 2025Q4: 41,927 shares 41,927 $1.54M 0.03% -1,827 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 14,178 shares; 2025Q1: 18,183 shares; 2025Q2: 19,848 shares; 2025Q3: 18,761 shares; 2025Q4: 18,531 shares 18,531 $1.54M 0.03% -230 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,740 shares 52,740 $1.53M 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 2,998 shares; 2025Q1: 8,324 shares; 2025Q2: 9,053 shares; 2025Q3: 9,350 shares; 2025Q4: 9,546 shares 9,546 $1.53M 0.03% +196 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,104 shares; 2025Q4: 51,343 shares 51,343 $1.52M 0.03% +22,239 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,415 shares; 2025Q1: 53,794 shares; 2025Q2: 53,353 shares; 2025Q3: 57,173 shares; 2025Q4: 49,099 shares 49,099 $1.52M 0.03% -8,074 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,999 shares; 2024Q4: 44,911 shares; 2025Q1: 47,754 shares; 2025Q2: 54,432 shares; 2025Q3: 57,231 shares; 2025Q4: 64,744 shares 64,744 $1.51M 0.03% +7,513 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,086 shares; 2025Q2: not reported; 2025Q3: 62,011 shares; 2025Q4: 45,917 shares 45,917 $1.51M 0.03% -16,094 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: 2,213 shares; 2024Q4: 2,190 shares; 2025Q1: 1,917 shares; 2025Q2: 1,775 shares; 2025Q3: 1,794 shares; 2025Q4: 1,821 shares 1,821 $1.49M 0.03% +27 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,795 shares 22,795 $1.49M 0.03% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 766 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares 694 $1.49M 0.03% 0 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,119 shares 28,119 $1.49M 0.03% new 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: 9,584 shares; 2024Q4: 11,903 shares; 2025Q1: 10,340 shares; 2025Q2: 7,122 shares; 2025Q3: 5,687 shares; 2025Q4: 6,015 shares 6,015 $1.48M 0.03% +328 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,006 shares 43,006 $1.47M 0.03% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 76,662 shares 76,662 $1.47M 0.03% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,115 shares; 2024Q4: 35,181 shares; 2025Q1: 35,466 shares; 2025Q2: 28,089 shares; 2025Q3: 26,320 shares; 2025Q4: 27,870 shares 27,870 $1.47M 0.03% +1,550 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,374 shares 40,374 $1.47M 0.03% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,373 shares; 2025Q4: 3,741 shares 3,741 $1.46M 0.03% +1,368 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,936 shares; 2024Q4: 37,077 shares; 2025Q1: 37,122 shares; 2025Q2: 36,241 shares; 2025Q3: 35,583 shares; 2025Q4: 35,257 shares 35,257 $1.44M 0.03% -326 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: 61,644 shares; 2024Q4: 55,036 shares; 2025Q1: 44,166 shares; 2025Q2: 12,309 shares; 2025Q3: 15,337 shares; 2025Q4: 14,992 shares 14,992 $1.44M 0.03% -345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,340 shares; 2025Q4: 24,182 shares 24,182 $1.43M 0.03% +1,842 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,118 shares; 2025Q2: 26,573 shares; 2025Q3: 19,048 shares; 2025Q4: 18,036 shares 18,036 $1.43M 0.03% -1,012 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: 26,178 shares; 2024Q4: 24,229 shares; 2025Q1: 14,597 shares; 2025Q2: 6,426 shares; 2025Q3: 6,242 shares; 2025Q4: 6,736 shares 6,736 $1.43M 0.03% +494 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,647 shares; 2025Q3: 55,331 shares; 2025Q4: 67,674 shares 67,674 $1.43M 0.03% +12,343 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 26,854 shares; 2025Q1: 52,365 shares; 2025Q2: 26,231 shares; 2025Q3: 43,288 shares; 2025Q4: 46,639 shares 46,639 $1.43M 0.03% +3,351 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,927 shares; 2025Q3: 44,898 shares; 2025Q4: 44,359 shares 44,359 $1.4M 0.03% -539 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,610 shares; 2024Q4: 37,529 shares; 2025Q1: 34,408 shares; 2025Q2: 13,529 shares; 2025Q3: 14,485 shares; 2025Q4: 14,569 shares 14,569 $1.4M 0.03% +84 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,898 shares; 2024Q4: 165,347 shares; 2025Q1: 183,672 shares; 2025Q2: 183,746 shares; 2025Q3: 128,288 shares; 2025Q4: 113,475 shares 113,475 $1.4M 0.03% -14,813 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,778 shares; 2025Q4: 51,340 shares 51,340 $1.4M 0.03% +4,562 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: 50,382 shares; 2024Q4: 52,717 shares; 2025Q1: 25,545 shares; 2025Q2: 30,441 shares; 2025Q3: 32,865 shares; 2025Q4: 35,775 shares 35,775 $1.39M 0.03% +2,910 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 9,842 shares; 2025Q1: 11,521 shares; 2025Q2: 11,191 shares; 2025Q3: 10,826 shares; 2025Q4: 10,793 shares 10,793 $1.39M 0.03% -33 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,313 shares; 2025Q1: 2,903 shares; 2025Q2: 3,674 shares; 2025Q3: 4,239 shares; 2025Q4: 9,755 shares 9,755 $1.38M 0.03% +5,516 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: 3,196 shares; 2024Q4: 2,850 shares; 2025Q1: 2,832 shares; 2025Q2: 2,858 shares; 2025Q3: 2,807 shares; 2025Q4: 2,667 shares 2,667 $1.36M 0.03% -140 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: not reported; 2025Q3: 43,161 shares; 2025Q4: 35,161 shares 35,161 $1.36M 0.03% -8,000 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,615 shares; 2025Q3: 5,247 shares; 2025Q4: 25,810 shares 25,810 $1.35M 0.03% +20,563 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,706 shares 14,706 $1.35M 0.03% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,904 shares 28,904 $1.34M 0.03% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,117 shares; 2024Q4: 13,333 shares; 2025Q1: 12,946 shares; 2025Q2: 11,807 shares; 2025Q3: 10,923 shares; 2025Q4: 4,983 shares 4,983 $1.34M 0.03% -5,940 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,286 shares 27,286 $1.34M 0.03% new 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: 32,916 shares; 2024Q4: 41,870 shares; 2025Q1: 41,960 shares; 2025Q2: 39,513 shares; 2025Q3: 32,272 shares; 2025Q4: 28,773 shares 28,773 $1.33M 0.02% -3,499 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: 1,791 shares; 2024Q4: 1,563 shares; 2025Q1: 2,702 shares; 2025Q2: 6,648 shares; 2025Q3: 2,706 shares; 2025Q4: 3,747 shares 3,747 $1.31M 0.02% +1,041 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,743 shares; 2024Q4: 176,020 shares; 2025Q1: 20,788 shares; 2025Q2: 16,524 shares; 2025Q3: 20,007 shares; 2025Q4: 25,623 shares 25,623 $1.31M 0.02% +5,616 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,413 shares; 2024Q4: 12,167 shares; 2025Q1: 11,884 shares; 2025Q2: 10,411 shares; 2025Q3: 10,023 shares; 2025Q4: 11,479 shares 11,479 $1.31M 0.02% +1,456 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: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,248 shares; 2025Q3: 1,221 shares; 2025Q4: 1,217 shares 1,217 $1.3M 0.02% -4 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: 19,156 shares; 2024Q4: 21,904 shares; 2025Q1: 15,052 shares; 2025Q2: 20,714 shares; 2025Q3: 18,194 shares; 2025Q4: 15,897 shares 15,897 $1.3M 0.02% -2,297 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,714 shares; 2024Q4: 53,653 shares; 2025Q1: 53,463 shares; 2025Q2: 50,890 shares; 2025Q3: 50,350 shares; 2025Q4: 47,747 shares 47,747 $1.29M 0.02% -2,603 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: 12,090 shares; 2025Q2: 13,556 shares; 2025Q3: 13,374 shares; 2025Q4: 13,805 shares 13,805 $1.29M 0.02% +431 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,794 shares; 2024Q4: 36,465 shares; 2025Q1: 40,975 shares; 2025Q2: 30,996 shares; 2025Q3: 29,845 shares; 2025Q4: 29,497 shares 29,497 $1.28M 0.02% -348 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,290 shares; 2024Q4: 12,711 shares; 2025Q1: 22,208 shares; 2025Q2: 25,164 shares; 2025Q3: 26,909 shares; 2025Q4: 27,891 shares 27,891 $1.27M 0.02% +982 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,103 shares; 2024Q4: 21,522 shares; 2025Q1: 37,050 shares; 2025Q2: 32,138 shares; 2025Q3: 32,339 shares; 2025Q4: 32,461 shares 32,461 $1.27M 0.02% +122 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 7,584 shares; 2025Q1: 18,833 shares; 2025Q2: 4,797 shares; 2025Q3: 6,367 shares; 2025Q4: 12,595 shares 12,595 $1.26M 0.02% +6,228 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: 1,476 shares; 2024Q4: 2,153 shares; 2025Q1: 24,043 shares; 2025Q2: 25,770 shares; 2025Q3: 10,784 shares; 2025Q4: 10,760 shares 10,760 $1.26M 0.02% -24 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 11,524 shares; 2025Q1: 28,049 shares; 2025Q2: 19,294 shares; 2025Q3: 16,859 shares; 2025Q4: 14,191 shares 14,191 $1.26M 0.02% -2,668 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: 46,503 shares; 2024Q4: 49,199 shares; 2025Q1: 38,136 shares; 2025Q2: 33,433 shares; 2025Q3: 34,876 shares; 2025Q4: 31,900 shares 31,900 $1.26M 0.02% -2,976 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU 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: 81,679 shares; 2025Q4: 45,097 shares 45,097 $1.26M 0.02% -36,582 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: not reported; 2024Q4: not reported; 2025Q1: 71,807 shares; 2025Q2: 85,027 shares; 2025Q3: 35,075 shares; 2025Q4: 34,204 shares 34,204 $1.25M 0.02% -871 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 7,159 shares; 2025Q1: 7,195 shares; 2025Q2: 7,208 shares; 2025Q3: 7,710 shares; 2025Q4: 4,839 shares 4,839 $1.25M 0.02% -2,871 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,242 shares; 2025Q3: 28,727 shares; 2025Q4: 32,310 shares 32,310 $1.25M 0.02% +3,583 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,781 shares; 2024Q4: 16,520 shares; 2025Q1: 20,995 shares; 2025Q2: 31,258 shares; 2025Q3: 34,747 shares; 2025Q4: 36,504 shares 36,504 $1.25M 0.02% +1,757 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,022 shares 28,022 $1.25M 0.02% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 25,486 shares; 2025Q4: 14,590 shares 14,590 $1.24M 0.02% -10,896 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: 10,052 shares; 2024Q4: 10,524 shares; 2025Q1: 12,331 shares; 2025Q2: 12,207 shares; 2025Q3: 11,637 shares; 2025Q4: 14,770 shares 14,770 $1.24M 0.02% +3,133 Timeline PGX 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: 495,880 shares; 2024Q4: 488,220 shares; 2025Q1: 550,221 shares; 2025Q2: 168,236 shares; 2025Q3: 133,152 shares; 2025Q4: 110,596 shares 110,596 $1.24M 0.02% -22,556 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 4,754 shares; 2025Q1: 6,913 shares; 2025Q2: 5,567 shares; 2025Q3: 5,490 shares; 2025Q4: 5,445 shares 5,445 $1.23M 0.02% -45 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS 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: 30,068 shares; 2025Q3: 41,097 shares; 2025Q4: 26,907 shares 26,907 $1.23M 0.02% -14,190 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 15,341 shares; 2025Q3: 28,373 shares; 2025Q4: 30,738 shares 30,738 $1.22M 0.02% +2,365 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: 2,002 shares; 2024Q4: 2,268 shares; 2025Q1: 6,449 shares; 2025Q2: 9,098 shares; 2025Q3: 6,355 shares; 2025Q4: 6,814 shares 6,814 $1.21M 0.02% +459 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: 6,975 shares; 2024Q4: 6,416 shares; 2025Q1: 12,330 shares; 2025Q2: 13,338 shares; 2025Q3: 6,027 shares; 2025Q4: 5,246 shares 5,246 $1.2M 0.02% -781 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: 6,925 shares; 2024Q4: 6,916 shares; 2025Q1: 5,805 shares; 2025Q2: 7,342 shares; 2025Q3: 6,197 shares; 2025Q4: 5,857 shares 5,857 $1.19M 0.02% -340 Timeline FN FABRINET More: the full row for FABRINET 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: 2,609 shares 2,609 $1.19M 0.02% new 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: 7,859 shares; 2024Q4: 9,837 shares; 2025Q1: 10,952 shares; 2025Q2: 14,299 shares; 2025Q3: 13,307 shares; 2025Q4: 11,853 shares 11,853 $1.18M 0.02% -1,454 Timeline FDEC 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: 5,524 shares; 2025Q2: 17,228 shares; 2025Q3: 20,168 shares; 2025Q4: 23,074 shares 23,074 $1.18M 0.02% +2,906 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: 61,546 shares; 2024Q4: 58,600 shares; 2025Q1: 25,663 shares; 2025Q2: 10,087 shares; 2025Q3: 10,059 shares; 2025Q4: 9,573 shares 9,573 $1.18M 0.02% -486 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS 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: 5,667 shares; 2025Q2: 11,474 shares; 2025Q3: 13,927 shares; 2025Q4: 15,815 shares 15,815 $1.18M 0.02% +1,888 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,791 shares; 2025Q4: 41,783 shares 41,783 $1.18M 0.02% -30,008 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,555 shares; 2024Q4: 21,689 shares; 2025Q1: 22,805 shares; 2025Q2: 20,308 shares; 2025Q3: 18,936 shares; 2025Q4: 18,614 shares 18,614 $1.17M 0.02% -322 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,572 shares; 2025Q2: 34,163 shares; 2025Q3: 33,234 shares; 2025Q4: 33,173 shares 33,173 $1.17M 0.02% -61 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 106,188 shares; 2025Q2: 104,188 shares; 2025Q3: 102,400 shares; 2025Q4: 101,862 shares 101,862 $1.17M 0.02% -538 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 32,665 shares; 2025Q4: 41,703 shares 41,703 $1.17M 0.02% +9,038 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,663 shares; 2025Q4: 21,918 shares 21,918 $1.17M 0.02% -6,745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,599 shares; 2025Q3: 3,870 shares; 2025Q4: 4,282 shares 4,282 $1.17M 0.02% +412 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: 2,214 shares; 2024Q4: 7,146 shares; 2025Q1: 6,462 shares; 2025Q2: 6,478 shares; 2025Q3: 6,892 shares; 2025Q4: 7,708 shares 7,708 $1.17M 0.02% +816 Timeline ZGN ERMENEGILDO ZEGNA N V More: the full row for ERMENEGILDO ZEGNA N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,647 shares 113,647 $1.16M 0.02% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,488 shares; 2025Q4: 26,677 shares 26,677 $1.16M 0.02% -17,811 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,375 shares; 2024Q4: 381,000 shares; 2025Q1: 383,941 shares; 2025Q2: 384,971 shares; 2025Q3: 241,541 shares; 2025Q4: 146,934 shares 146,934 $1.15M 0.02% -94,607 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,991 shares 7,991 $1.15M 0.02% new Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: 48,319 shares; 2025Q1: 72,959 shares; 2025Q2: 104,175 shares; 2025Q3: 117,937 shares; 2025Q4: 129,079 shares 129,079 $1.13M 0.02% +11,142 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,618 shares 6,618 $1.12M 0.02% new 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: 18,341 shares; 2024Q4: 22,093 shares; 2025Q1: 7,818 shares; 2025Q2: 6,501 shares; 2025Q3: 7,179 shares; 2025Q4: 6,876 shares 6,876 $1.12M 0.02% -303 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,504 shares; 2025Q3: 37,010 shares; 2025Q4: 38,620 shares 38,620 $1.11M 0.02% +1,610 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,402 shares 25,402 $1.11M 0.02% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,905 shares; 2025Q2: 36,861 shares; 2025Q3: 50,171 shares; 2025Q4: 52,007 shares 52,007 $1.1M 0.02% +1,836 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: 56,130 shares; 2024Q4: 49,863 shares; 2025Q1: 70,409 shares; 2025Q2: 75,829 shares; 2025Q3: 49,943 shares; 2025Q4: 44,292 shares 44,292 $1.1M 0.02% -5,651 Timeline