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: 334,058 shares; 2024Q4: 333,448 shares; 2025Q1: 322,719 shares; 2025Q2: 308,031 shares; 2025Q3: 293,042 shares; 2025Q4: 293,582 shares 293,582 $201M 5.55% +540 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: 709,439 shares; 2024Q4: 693,734 shares; 2025Q1: 694,515 shares; 2025Q2: 651,503 shares; 2025Q3: 626,117 shares; 2025Q4: 621,839 shares 621,839 $169M 4.67% -4,278 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: 677,980 shares; 2024Q4: 682,184 shares; 2025Q1: 694,988 shares; 2025Q2: 692,356 shares; 2025Q3: 668,155 shares; 2025Q4: 656,171 shares 656,171 $122M 3.38% -11,984 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: 358,094 shares; 2024Q4: 334,488 shares; 2025Q1: 344,459 shares; 2025Q2: 347,130 shares; 2025Q3: 355,956 shares; 2025Q4: 351,759 shares 351,759 $81.3M 2.24% -4,197 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: 144,431 shares; 2024Q4: 138,533 shares; 2025Q1: 136,317 shares; 2025Q2: 132,487 shares; 2025Q3: 118,807 shares; 2025Q4: 122,300 shares 122,300 $75.2M 2.08% +3,493 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: 159,061 shares; 2024Q4: 149,276 shares; 2025Q1: 151,701 shares; 2025Q2: 135,455 shares; 2025Q3: 134,671 shares; 2025Q4: 135,011 shares 135,011 $65.4M 1.81% +340 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: 109,560 shares; 2024Q4: 93,127 shares; 2025Q1: 94,481 shares; 2025Q2: 89,704 shares; 2025Q3: 87,103 shares; 2025Q4: 87,921 shares 87,921 $60M 1.66% +818 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: 506,713 shares; 2024Q4: 470,456 shares; 2025Q1: 416,632 shares; 2025Q2: 427,873 shares; 2025Q3: 431,166 shares; 2025Q4: 433,977 shares 433,977 $53.5M 1.48% +2,811 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: 649,549 shares; 2024Q4: 604,730 shares; 2025Q1: 809,093 shares; 2025Q2: 790,726 shares; 2025Q3: 753,440 shares; 2025Q4: 731,146 shares 731,146 $50.8M 1.4% -22,294 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: 97,634 shares; 2024Q4: 97,625 shares; 2025Q1: 99,204 shares; 2025Q2: 101,616 shares; 2025Q3: 79,760 shares; 2025Q4: 80,619 shares 80,619 $50.5M 1.39% +859 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: 156,739 shares; 2024Q4: 146,329 shares; 2025Q1: 145,763 shares; 2025Q2: 141,913 shares; 2025Q3: 137,856 shares; 2025Q4: 139,304 shares 139,304 $43.7M 1.21% +1,448 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: 317,065 shares; 2024Q4: 306,697 shares; 2025Q1: 317,716 shares; 2025Q2: 315,901 shares; 2025Q3: 322,735 shares; 2025Q4: 332,897 shares 332,897 $36.7M 1.01% +10,162 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: 211,843 shares; 2024Q4: 943,852 shares; 2025Q1: 935,361 shares; 2025Q2: 944,148 shares; 2025Q3: 971,044 shares; 2025Q4: 977,872 shares 977,872 $31.1M 0.86% +6,828 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: 30,947 shares; 2024Q4: 32,632 shares; 2025Q1: 38,843 shares; 2025Q2: 39,423 shares; 2025Q3: 39,200 shares; 2025Q4: 40,343 shares 40,343 $26.7M 0.74% +1,143 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: 60,259 shares; 2024Q4: 61,019 shares; 2025Q1: 74,858 shares; 2025Q2: 77,122 shares; 2025Q3: 77,292 shares; 2025Q4: 75,918 shares 75,918 $26.4M 0.73% -1,374 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: 81,362 shares; 2024Q4: 82,388 shares; 2025Q1: 87,716 shares; 2025Q2: 84,233 shares; 2025Q3: 79,869 shares; 2025Q4: 79,243 shares 79,243 $24.9M 0.69% -626 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: 218,309 shares; 2024Q4: 234,399 shares; 2025Q1: 250,256 shares; 2025Q2: 260,979 shares; 2025Q3: 271,437 shares; 2025Q4: 294,513 shares 294,513 $24.4M 0.67% +23,076 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: 371,391 shares; 2024Q4: 378,925 shares; 2025Q1: 359,567 shares; 2025Q2: 359,171 shares; 2025Q3: 351,028 shares; 2025Q4: 362,261 shares 362,261 $23.9M 0.66% +11,233 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: 199,110 shares; 2024Q4: 199,779 shares; 2025Q1: 182,659 shares; 2025Q2: 188,932 shares; 2025Q3: 190,514 shares; 2025Q4: 193,672 shares 193,672 $23.3M 0.64% +3,158 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: 73,503 shares; 2024Q4: 61,312 shares; 2025Q1: 63,981 shares; 2025Q2: 62,335 shares; 2025Q3: 58,242 shares; 2025Q4: 58,988 shares 58,988 $23.2M 0.64% +746 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: 112,822 shares; 2024Q4: 108,186 shares; 2025Q1: 116,249 shares; 2025Q2: 115,679 shares; 2025Q3: 104,336 shares; 2025Q4: 106,012 shares 106,012 $22.5M 0.62% +1,676 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: 62,284 shares; 2024Q4: 58,605 shares; 2025Q1: 60,089 shares; 2025Q2: 52,617 shares; 2025Q3: 52,872 shares; 2025Q4: 44,564 shares 44,564 $22.5M 0.62% -8,308 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: 296,603 shares; 2024Q4: 907,541 shares; 2025Q1: 882,844 shares; 2025Q2: 895,068 shares; 2025Q3: 813,969 shares; 2025Q4: 833,241 shares 833,241 $22.4M 0.62% +19,272 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: 40,732 shares; 2024Q4: 44,354 shares; 2025Q1: 46,565 shares; 2025Q2: 52,883 shares; 2025Q3: 39,325 shares; 2025Q4: 48,487 shares 48,487 $21.8M 0.6% +9,162 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: 67,373 shares; 2024Q4: 85,659 shares; 2025Q1: 103,109 shares; 2025Q2: 127,395 shares; 2025Q3: 120,853 shares; 2025Q4: 105,534 shares 105,534 $18.8M 0.52% -15,319 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: 70,994 shares; 2024Q4: 70,958 shares; 2025Q1: 72,632 shares; 2025Q2: 66,359 shares; 2025Q3: 56,641 shares; 2025Q4: 57,104 shares 57,104 $18.5M 0.51% +463 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: 18,721 shares; 2024Q4: 17,339 shares; 2025Q1: 16,699 shares; 2025Q2: 16,541 shares; 2025Q3: 16,235 shares; 2025Q4: 17,060 shares 17,060 $18.4M 0.51% +825 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: 140,730 shares; 2024Q4: 157,746 shares; 2025Q1: 193,360 shares; 2025Q2: 206,654 shares; 2025Q3: 215,893 shares; 2025Q4: 221,105 shares 221,105 $17.9M 0.5% +5,212 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: 252,079 shares; 2024Q4: 252,653 shares; 2025Q1: 301,446 shares; 2025Q2: 297,594 shares; 2025Q3: 317,909 shares; 2025Q4: 326,676 shares 326,676 $17.6M 0.49% +8,767 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: 136,104 shares; 2024Q4: 135,279 shares; 2025Q1: 150,079 shares; 2025Q2: 177,834 shares; 2025Q3: 236,005 shares; 2025Q4: 251,078 shares 251,078 $17.5M 0.48% +15,073 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: 186,244 shares; 2024Q4: 177,651 shares; 2025Q1: 178,494 shares; 2025Q2: 173,576 shares; 2025Q3: 168,069 shares; 2025Q4: 169,983 shares 169,983 $17M 0.47% +1,914 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,759 shares; 2024Q4: 51,624 shares; 2025Q1: 55,477 shares; 2025Q2: 51,320 shares; 2025Q3: 51,670 shares; 2025Q4: 110,748 shares 110,748 $15.7M 0.43% +59,078 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: 297,568 shares; 2024Q4: 246,209 shares; 2025Q1: 351,431 shares; 2025Q2: 344,972 shares; 2025Q3: 320,042 shares; 2025Q4: 300,178 shares 300,178 $15.3M 0.42% -19,864 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: 14,959 shares; 2024Q4: 15,373 shares; 2025Q1: 15,478 shares; 2025Q2: 407,938 shares; 2025Q3: 390,539 shares; 2025Q4: 386,848 shares 386,848 $15.3M 0.42% -3,691 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,321 shares; 2024Q4: 540,958 shares; 2025Q1: 506,971 shares; 2025Q2: 431,492 shares; 2025Q3: 276,058 shares; 2025Q4: 250,621 shares 250,621 $15.1M 0.42% -25,437 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: 47,289 shares; 2024Q4: 46,037 shares; 2025Q1: 47,129 shares; 2025Q2: 43,546 shares; 2025Q3: 39,273 shares; 2025Q4: 43,308 shares 43,308 $14.5M 0.4% +4,035 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,313 shares; 2024Q4: 573,815 shares; 2025Q1: 544,607 shares; 2025Q2: 557,853 shares; 2025Q3: 557,823 shares; 2025Q4: 533,857 shares 533,857 $14.4M 0.4% -23,966 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,216 shares; 2024Q4: 113,877 shares; 2025Q1: 107,206 shares; 2025Q2: 152,007 shares; 2025Q3: 197,192 shares; 2025Q4: 219,910 shares 219,910 $14.4M 0.4% +22,718 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: 24,845 shares; 2024Q4: 26,353 shares; 2025Q1: 24,915 shares; 2025Q2: 21,647 shares; 2025Q3: 20,953 shares; 2025Q4: 24,811 shares 24,811 $14.2M 0.39% +3,858 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,741 shares; 2024Q4: 156,650 shares; 2025Q1: 163,872 shares; 2025Q2: 160,927 shares; 2025Q3: 152,898 shares; 2025Q4: 150,453 shares 150,453 $14.2M 0.39% -2,445 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: 17,235 shares; 2024Q4: 17,111 shares; 2025Q1: 19,442 shares; 2025Q2: 15,688 shares; 2025Q3: 15,627 shares; 2025Q4: 15,907 shares 15,907 $13.7M 0.38% +280 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: 109,462 shares; 2024Q4: 107,138 shares; 2025Q1: 106,146 shares; 2025Q2: 101,750 shares; 2025Q3: 58,921 shares; 2025Q4: 59,304 shares 59,304 $13.6M 0.37% +383 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: 68,113 shares; 2024Q4: 68,693 shares; 2025Q1: 75,151 shares; 2025Q2: 69,937 shares; 2025Q3: 68,282 shares; 2025Q4: 70,078 shares 70,078 $13.4M 0.37% +1,796 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: 34,131 shares; 2024Q4: 36,103 shares; 2025Q1: 39,118 shares; 2025Q2: 36,275 shares; 2025Q3: 39,386 shares; 2025Q4: 44,588 shares 44,588 $13.2M 0.36% +5,202 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: 129,776 shares; 2024Q4: 108,496 shares; 2025Q1: 116,647 shares; 2025Q2: 109,942 shares; 2025Q3: 109,257 shares; 2025Q4: 112,116 shares 112,116 $12.5M 0.35% +2,859 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: 292,423 shares; 2024Q4: 282,413 shares; 2025Q1: 271,474 shares; 2025Q2: 240,152 shares; 2025Q3: 226,336 shares; 2025Q4: 280,829 shares 280,829 $12.3M 0.34% +54,493 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: 50,295 shares; 2024Q4: 56,810 shares; 2025Q1: 55,972 shares; 2025Q2: 54,881 shares; 2025Q3: 76,692 shares; 2025Q4: 80,592 shares 80,592 $12.3M 0.34% +3,900 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: 32,222 shares; 2024Q4: 37,693 shares; 2025Q1: 38,174 shares; 2025Q2: 36,625 shares; 2025Q3: 35,948 shares; 2025Q4: 35,861 shares 35,861 $12.2M 0.34% -87 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,214 shares; 2024Q4: 92,030 shares; 2025Q1: 193,256 shares; 2025Q2: 189,183 shares; 2025Q3: 219,936 shares; 2025Q4: 230,375 shares 230,375 $12.2M 0.34% +10,439 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: 418,913 shares; 2024Q4: 476,939 shares; 2025Q1: 548,129 shares; 2025Q2: 375,159 shares; 2025Q3: 379,638 shares; 2025Q4: 372,173 shares 372,173 $12.1M 0.33% -7,465 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: 62,193 shares; 2024Q4: 60,619 shares; 2025Q1: 59,236 shares; 2025Q2: 55,677 shares; 2025Q3: 52,278 shares; 2025Q4: 56,956 shares 56,956 $11.8M 0.33% +4,678 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: 40,324 shares; 2024Q4: 38,920 shares; 2025Q1: 39,442 shares; 2025Q2: 38,069 shares; 2025Q3: 35,722 shares; 2025Q4: 32,470 shares 32,470 $11.4M 0.31% -3,252 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: 150,074 shares; 2024Q4: 154,190 shares; 2025Q1: 169,957 shares; 2025Q2: 169,920 shares; 2025Q3: 179,063 shares; 2025Q4: 181,456 shares 181,456 $11.4M 0.31% +2,393 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: 135,172 shares; 2024Q4: 135,084 shares; 2025Q1: 118,441 shares; 2025Q2: 119,642 shares; 2025Q3: 111,512 shares; 2025Q4: 126,760 shares 126,760 $11.3M 0.31% +15,248 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: 424,764 shares; 2024Q4: 521,050 shares; 2025Q1: 557,301 shares; 2025Q2: 394,835 shares; 2025Q3: 295,992 shares; 2025Q4: 291,682 shares 291,682 $11.2M 0.31% -4,310 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,111 shares; 2024Q4: 125,729 shares; 2025Q1: 123,992 shares; 2025Q2: 126,230 shares; 2025Q3: 128,229 shares; 2025Q4: 108,742 shares 108,742 $11.2M 0.31% -19,487 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,852 shares; 2024Q4: 90,158 shares; 2025Q1: 80,420 shares; 2025Q2: 56,905 shares; 2025Q3: 55,327 shares; 2025Q4: 55,806 shares 55,806 $10.6M 0.29% +479 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: 169,071 shares; 2024Q4: 157,522 shares; 2025Q1: 174,973 shares; 2025Q2: 181,098 shares; 2025Q3: 168,913 shares; 2025Q4: 190,663 shares 190,663 $10.5M 0.29% +21,750 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,004 shares; 2024Q4: 19,680 shares; 2025Q1: 20,271 shares; 2025Q2: 19,368 shares; 2025Q3: 27,060 shares; 2025Q4: 36,634 shares 36,634 $10.5M 0.29% +9,574 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: 91,185 shares; 2024Q4: 86,544 shares; 2025Q1: 86,951 shares; 2025Q2: 86,698 shares; 2025Q3: 77,791 shares; 2025Q4: 86,191 shares 86,191 $10.4M 0.29% +8,400 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: 70,454 shares; 2024Q4: 73,676 shares; 2025Q1: 75,291 shares; 2025Q2: 57,433 shares; 2025Q3: 55,488 shares; 2025Q4: 52,011 shares 52,011 $10.3M 0.29% -3,477 Timeline BIV 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: 153,493 shares; 2024Q4: 133,040 shares; 2025Q1: 132,905 shares; 2025Q2: 128,934 shares; 2025Q3: 140,546 shares; 2025Q4: 131,178 shares 131,178 $10.3M 0.28% -9,368 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,654 shares; 2024Q4: 131,788 shares; 2025Q1: 128,755 shares; 2025Q2: 131,523 shares; 2025Q3: 125,532 shares; 2025Q4: 127,905 shares 127,905 $10.2M 0.28% +2,373 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,152 shares; 2024Q4: 119,635 shares; 2025Q1: 167,223 shares; 2025Q2: 158,999 shares; 2025Q3: 183,326 shares; 2025Q4: 188,950 shares 188,950 $9.78M 0.27% +5,624 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: 144,912 shares; 2024Q4: 132,706 shares; 2025Q1: 125,060 shares; 2025Q2: 117,858 shares; 2025Q3: 94,523 shares; 2025Q4: 90,725 shares 90,725 $9.72M 0.27% -3,798 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: 36,787 shares; 2024Q4: 41,790 shares; 2025Q1: 38,372 shares; 2025Q2: 39,750 shares; 2025Q3: 46,631 shares; 2025Q4: 43,934 shares 43,934 $9.57M 0.26% -2,697 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: 38,691 shares; 2024Q4: 38,730 shares; 2025Q1: 39,013 shares; 2025Q2: 39,774 shares; 2025Q3: 42,413 shares; 2025Q4: 43,207 shares 43,207 $9.5M 0.26% +794 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: 120,005 shares; 2024Q4: 114,802 shares; 2025Q1: 109,414 shares; 2025Q2: 104,794 shares; 2025Q3: 104,434 shares; 2025Q4: 117,200 shares 117,200 $9.4M 0.26% +12,766 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: 118,597 shares; 2024Q4: 111,366 shares; 2025Q1: 114,833 shares; 2025Q2: 126,780 shares; 2025Q3: 135,129 shares; 2025Q4: 137,682 shares 137,682 $9.26M 0.26% +2,553 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,634 shares; 2024Q4: 38,330 shares; 2025Q1: 40,064 shares; 2025Q2: 40,647 shares; 2025Q3: 40,231 shares; 2025Q4: 41,587 shares 41,587 $9.2M 0.25% +1,356 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: 10,678 shares; 2024Q4: 14,281 shares; 2025Q1: 17,189 shares; 2025Q2: 16,444 shares; 2025Q3: 17,565 shares; 2025Q4: 19,293 shares 19,293 $8.94M 0.25% +1,728 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: 146,755 shares; 2024Q4: 188,301 shares; 2025Q1: 193,778 shares; 2025Q2: 303,152 shares; 2025Q3: 265,315 shares; 2025Q4: 265,399 shares 265,399 $8.9M 0.25% +84 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,495 shares; 2024Q4: 140,855 shares; 2025Q1: 110,019 shares; 2025Q2: 103,230 shares; 2025Q3: 80,746 shares; 2025Q4: 68,647 shares 68,647 $8.7M 0.24% -12,099 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: 272,311 shares; 2024Q4: 213,102 shares; 2025Q1: 227,110 shares; 2025Q2: 204,954 shares; 2025Q3: 190,072 shares; 2025Q4: 151,743 shares 151,743 $8.69M 0.24% -38,329 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: 12,200 shares; 2024Q4: 11,521 shares; 2025Q1: 14,114 shares; 2025Q2: 14,466 shares; 2025Q3: 16,586 shares; 2025Q4: 17,580 shares 17,580 $8.58M 0.24% +994 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,857 shares; 2024Q4: 25,553 shares; 2025Q1: 24,501 shares; 2025Q2: 19,596 shares; 2025Q3: 21,410 shares; 2025Q4: 22,130 shares 22,130 $8.44M 0.23% +720 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: 178,752 shares; 2024Q4: 166,984 shares; 2025Q1: 183,555 shares; 2025Q2: 179,951 shares; 2025Q3: 164,632 shares; 2025Q4: 174,392 shares 174,392 $8.41M 0.23% +9,760 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: 8,145 shares; 2024Q4: 8,298 shares; 2025Q1: 8,543 shares; 2025Q2: 8,426 shares; 2025Q3: 10,849 shares; 2025Q4: 11,315 shares 11,315 $8.31M 0.23% +466 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,242 shares; 2024Q4: 58,615 shares; 2025Q1: 59,631 shares; 2025Q2: 46,084 shares; 2025Q3: 45,689 shares; 2025Q4: 52,675 shares 52,675 $8.16M 0.23% +6,986 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: 92,584 shares; 2024Q4: 82,459 shares; 2025Q1: 81,607 shares; 2025Q2: 79,647 shares; 2025Q3: 84,846 shares; 2025Q4: 173,429 shares 173,429 $8.08M 0.22% +88,583 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,830 shares; 2024Q4: 84,896 shares; 2025Q1: 111,622 shares; 2025Q2: 111,266 shares; 2025Q3: 115,181 shares; 2025Q4: 124,820 shares 124,820 $8.07M 0.22% +9,639 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: 69,373 shares; 2024Q4: 59,525 shares; 2025Q1: 59,353 shares; 2025Q2: 57,601 shares; 2025Q3: 52,851 shares; 2025Q4: 55,502 shares 55,502 $8.02M 0.22% +2,651 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: 124,693 shares; 2024Q4: 89,948 shares; 2025Q1: 90,557 shares; 2025Q2: 93,638 shares; 2025Q3: 98,301 shares; 2025Q4: 100,207 shares 100,207 $7.99M 0.22% +1,906 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: 28,227 shares; 2024Q4: 31,046 shares; 2025Q1: 28,754 shares; 2025Q2: 30,164 shares; 2025Q3: 33,270 shares; 2025Q4: 33,032 shares 33,032 $7.97M 0.22% -238 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: 23,175 shares; 2024Q4: 22,861 shares; 2025Q1: 23,840 shares; 2025Q2: 27,034 shares; 2025Q3: 26,648 shares; 2025Q4: 27,208 shares 27,208 $7.93M 0.22% +560 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,608 shares; 2024Q4: 201,474 shares; 2025Q1: 185,920 shares; 2025Q2: 117,698 shares; 2025Q3: 97,700 shares; 2025Q4: 76,397 shares 76,397 $7.91M 0.22% -21,303 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: 239,571 shares; 2024Q4: 210,952 shares; 2025Q1: 192,292 shares; 2025Q2: 186,353 shares; 2025Q3: 170,060 shares; 2025Q4: 193,509 shares 193,509 $7.88M 0.22% +23,449 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,862 shares; 2024Q4: 142,103 shares; 2025Q1: 153,449 shares; 2025Q2: 160,433 shares; 2025Q3: 156,937 shares; 2025Q4: 155,773 shares 155,773 $7.83M 0.22% -1,164 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: 4,605 shares; 2024Q4: 4,462 shares; 2025Q1: 8,760 shares; 2025Q2: 8,975 shares; 2025Q3: 8,895 shares; 2025Q4: 8,779 shares 8,779 $7.7M 0.21% -116 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: 80,770 shares; 2024Q4: 81,629 shares; 2025Q1: 96,600 shares; 2025Q2: 99,998 shares; 2025Q3: 106,697 shares; 2025Q4: 107,597 shares 107,597 $7.69M 0.21% +900 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: 162,845 shares; 2024Q4: 169,326 shares; 2025Q1: 155,003 shares; 2025Q2: 157,455 shares; 2025Q3: 164,635 shares; 2025Q4: 166,257 shares 166,257 $7.65M 0.21% +1,622 Timeline PSFF 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: 153,826 shares; 2024Q4: 248,980 shares; 2025Q1: 255,285 shares; 2025Q2: 237,147 shares; 2025Q3: 230,405 shares; 2025Q4: 236,403 shares 236,403 $7.64M 0.21% +5,998 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: 5,186 shares; 2024Q4: 5,572 shares; 2025Q1: 6,692 shares; 2025Q2: 7,973 shares; 2025Q3: 7,555 shares; 2025Q4: 79,537 shares 79,537 $7.57M 0.21% +71,982 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: 13,315 shares; 2024Q4: 10,449 shares; 2025Q1: 14,491 shares; 2025Q2: 19,266 shares; 2025Q3: 21,672 shares; 2025Q4: 23,150 shares 23,150 $7.24M 0.2% +1,478 Timeline USHY 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: 159,758 shares; 2024Q4: 163,973 shares; 2025Q1: 167,249 shares; 2025Q2: 165,055 shares; 2025Q3: 182,536 shares; 2025Q4: 192,492 shares 192,492 $7.2M 0.2% +9,956 Timeline IJT 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: 54,139 shares; 2024Q4: 54,083 shares; 2025Q1: 46,426 shares; 2025Q2: 46,646 shares; 2025Q3: 47,601 shares; 2025Q4: 49,040 shares 49,040 $7.08M 0.2% +1,439 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: 64,454 shares; 2024Q4: 61,189 shares; 2025Q1: 58,270 shares; 2025Q2: 47,874 shares; 2025Q3: 48,023 shares; 2025Q4: 47,227 shares 47,227 $7.03M 0.19% -796 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,654 shares; 2024Q4: 186,464 shares; 2025Q1: 192,008 shares; 2025Q2: 199,295 shares; 2025Q3: 207,652 shares; 2025Q4: 207,696 shares 207,696 $7.02M 0.19% +44 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,371 shares; 2024Q4: 59,002 shares; 2025Q1: 58,785 shares; 2025Q2: 54,812 shares; 2025Q3: 56,979 shares; 2025Q4: 56,817 shares 56,817 $6.91M 0.19% -162 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,374 shares; 2024Q4: 55,001 shares; 2025Q1: 55,992 shares; 2025Q2: 54,395 shares; 2025Q3: 53,230 shares; 2025Q4: 53,149 shares 53,149 $6.86M 0.19% -81 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: 33,187 shares; 2024Q4: 32,243 shares; 2025Q1: 40,735 shares; 2025Q2: 39,448 shares; 2025Q3: 36,075 shares; 2025Q4: 33,539 shares 33,539 $6.7M 0.18% -2,536 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: 93,488 shares; 2024Q4: 95,549 shares; 2025Q1: 105,376 shares; 2025Q2: 105,456 shares; 2025Q3: 114,229 shares; 2025Q4: 118,029 shares 118,029 $6.47M 0.18% +3,800 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,467 shares; 2024Q4: 237,815 shares; 2025Q1: 182,865 shares; 2025Q2: 246,877 shares; 2025Q3: 227,869 shares; 2025Q4: 205,457 shares 205,457 $6.45M 0.18% -22,412 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: 25,003 shares; 2024Q4: 25,620 shares; 2025Q1: 22,873 shares; 2025Q2: 24,014 shares; 2025Q3: 24,401 shares; 2025Q4: 23,720 shares 23,720 $6.37M 0.18% -681 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,809 shares; 2024Q4: 58,755 shares; 2025Q1: 64,214 shares; 2025Q2: 68,276 shares; 2025Q3: 67,675 shares; 2025Q4: 69,584 shares 69,584 $6.36M 0.18% +1,909 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: 106,686 shares; 2024Q4: 104,711 shares; 2025Q1: 101,930 shares; 2025Q2: 98,256 shares; 2025Q3: 116,476 shares; 2025Q4: 115,446 shares 115,446 $6.35M 0.18% -1,030 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: 12,989 shares; 2024Q4: 13,027 shares; 2025Q1: 16,276 shares; 2025Q2: 15,467 shares; 2025Q3: 13,706 shares; 2025Q4: 13,333 shares 13,333 $6.34M 0.18% -373 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: 70,746 shares; 2024Q4: 62,880 shares; 2025Q1: 62,239 shares; 2025Q2: 66,769 shares; 2025Q3: 62,029 shares; 2025Q4: 62,820 shares 62,820 $6.31M 0.17% +791 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: 4,702 shares; 2024Q4: 4,114 shares; 2025Q1: 19,010 shares; 2025Q2: 20,383 shares; 2025Q3: 46,821 shares; 2025Q4: 52,759 shares 52,759 $6.3M 0.17% +5,938 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: 99,288 shares; 2024Q4: 100,259 shares; 2025Q1: 105,768 shares; 2025Q2: 109,951 shares; 2025Q3: 113,739 shares; 2025Q4: 115,913 shares 115,913 $6.23M 0.17% +2,174 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,693 shares; 2024Q4: 23,878 shares; 2025Q1: 27,016 shares; 2025Q2: 26,453 shares; 2025Q3: 26,778 shares; 2025Q4: 31,756 shares 31,756 $6.2M 0.17% +4,978 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,226 shares; 2024Q4: 123,550 shares; 2025Q1: 124,554 shares; 2025Q2: 126,006 shares; 2025Q3: 144,395 shares; 2025Q4: 147,430 shares 147,430 $6.18M 0.17% +3,035 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,032 shares; 2024Q4: 242,993 shares; 2025Q1: 235,896 shares; 2025Q2: 233,286 shares; 2025Q3: 224,357 shares; 2025Q4: 218,034 shares 218,034 $6.18M 0.17% -6,323 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: 32,351 shares; 2024Q4: 29,835 shares; 2025Q1: 36,346 shares; 2025Q2: 33,309 shares; 2025Q3: 33,532 shares; 2025Q4: 31,502 shares 31,502 $6.14M 0.17% -2,030 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: 8,294 shares; 2024Q4: 9,950 shares; 2025Q1: 8,254 shares; 2025Q2: 11,457 shares; 2025Q3: 11,992 shares; 2025Q4: 12,483 shares 12,483 $6.06M 0.17% +491 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: 20,700 shares; 2024Q4: 21,473 shares; 2025Q1: 25,250 shares; 2025Q2: 24,570 shares; 2025Q3: 23,203 shares; 2025Q4: 23,476 shares 23,476 $6.06M 0.17% +273 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: 54,314 shares; 2024Q4: 37,989 shares; 2025Q1: 60,239 shares; 2025Q2: 107,562 shares; 2025Q3: 125,882 shares; 2025Q4: 135,196 shares 135,196 $6.06M 0.17% +9,314 Timeline IJS 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: 50,394 shares; 2024Q4: 49,688 shares; 2025Q1: 49,718 shares; 2025Q2: 50,431 shares; 2025Q3: 51,400 shares; 2025Q4: 52,699 shares 52,699 $5.99M 0.17% +1,299 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 11,368 shares; 2025Q1: 12,974 shares; 2025Q2: 11,668 shares; 2025Q3: 12,455 shares; 2025Q4: 13,412 shares 13,412 $5.96M 0.16% +957 Timeline ZALT 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: 13,321 shares; 2024Q4: 56,542 shares; 2025Q1: 119,674 shares; 2025Q2: 122,891 shares; 2025Q3: 154,572 shares; 2025Q4: 182,789 shares 182,789 $5.95M 0.16% +28,217 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: 98,114 shares; 2024Q4: 109,579 shares; 2025Q1: 110,189 shares; 2025Q2: 113,530 shares; 2025Q3: 104,447 shares; 2025Q4: 129,012 shares 129,012 $5.94M 0.16% +24,565 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: 18,633 shares; 2024Q4: 18,402 shares; 2025Q1: 16,966 shares; 2025Q2: 15,719 shares; 2025Q3: 14,504 shares; 2025Q4: 17,992 shares 17,992 $5.89M 0.16% +3,488 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: 44,857 shares; 2024Q4: 29,681 shares; 2025Q1: 30,617 shares; 2025Q2: 34,889 shares; 2025Q3: 35,419 shares; 2025Q4: 37,578 shares 37,578 $5.83M 0.16% +2,159 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,539 shares; 2025Q1: 155,963 shares; 2025Q2: 153,750 shares; 2025Q3: 141,252 shares; 2025Q4: 145,731 shares 145,731 $5.82M 0.16% +4,479 Timeline DUKQ NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,765 shares; 2025Q1: 199,244 shares; 2025Q2: 202,571 shares; 2025Q3: 202,042 shares; 2025Q4: 208,454 shares 208,454 $5.81M 0.16% +6,412 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: 33,600 shares; 2024Q4: 31,248 shares; 2025Q1: 32,083 shares; 2025Q2: 42,419 shares; 2025Q3: 41,087 shares; 2025Q4: 41,393 shares 41,393 $5.76M 0.16% +306 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: 33,265 shares; 2024Q4: 29,812 shares; 2025Q1: 32,404 shares; 2025Q2: 32,690 shares; 2025Q3: 31,814 shares; 2025Q4: 32,142 shares 32,142 $5.71M 0.16% +328 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,204 shares; 2024Q4: 106,605 shares; 2025Q1: 114,296 shares; 2025Q2: 70,377 shares; 2025Q3: 77,941 shares; 2025Q4: 58,445 shares 58,445 $5.66M 0.16% -19,496 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,245 shares; 2024Q4: 33,911 shares; 2025Q1: 34,284 shares; 2025Q2: 34,878 shares; 2025Q3: 37,105 shares; 2025Q4: 40,959 shares 40,959 $5.62M 0.16% +3,854 Timeline QQWZ 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: 35,709 shares; 2025Q3: 216,845 shares; 2025Q4: 222,879 shares 222,879 $5.59M 0.15% +6,034 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,975 shares; 2024Q4: 47,371 shares; 2025Q1: 43,998 shares; 2025Q2: 45,528 shares; 2025Q3: 49,913 shares; 2025Q4: 52,355 shares 52,355 $5.53M 0.15% +2,442 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,981 shares; 2024Q4: 55,481 shares; 2025Q1: 83,611 shares; 2025Q2: 86,925 shares; 2025Q3: 88,465 shares; 2025Q4: 108,665 shares 108,665 $5.5M 0.15% +20,200 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,696 shares; 2024Q4: 47,394 shares; 2025Q1: 32,513 shares; 2025Q2: 36,465 shares; 2025Q3: 62,400 shares; 2025Q4: 64,732 shares 64,732 $5.47M 0.15% +2,332 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: 23,101 shares; 2024Q4: 23,408 shares; 2025Q1: 23,080 shares; 2025Q2: 23,696 shares; 2025Q3: 25,557 shares; 2025Q4: 25,558 shares 25,558 $5.41M 0.15% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,300 shares; 2024Q4: 14,897 shares; 2025Q1: 14,997 shares; 2025Q2: 16,424 shares; 2025Q3: 21,075 shares; 2025Q4: 24,763 shares 24,763 $5.38M 0.15% +3,688 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: 57,231 shares; 2024Q4: 49,431 shares; 2025Q1: 53,212 shares; 2025Q2: 56,835 shares; 2025Q3: 56,831 shares; 2025Q4: 57,606 shares 57,606 $5.37M 0.15% +775 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: 22,435 shares; 2024Q4: 19,259 shares; 2025Q1: 19,580 shares; 2025Q2: 20,599 shares; 2025Q3: 20,245 shares; 2025Q4: 17,518 shares 17,518 $5.36M 0.15% -2,727 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: 34,552 shares; 2024Q4: 16,432 shares; 2025Q1: 15,943 shares; 2025Q2: 21,074 shares; 2025Q3: 65,220 shares; 2025Q4: 76,827 shares 76,827 $5.34M 0.15% +11,607 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: 81,375 shares; 2024Q4: 80,112 shares; 2025Q1: 80,219 shares; 2025Q2: 78,964 shares; 2025Q3: 75,373 shares; 2025Q4: 76,245 shares 76,245 $5.33M 0.15% +872 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: 72,969 shares; 2024Q4: 69,009 shares; 2025Q1: 68,070 shares; 2025Q2: 65,053 shares; 2025Q3: 59,848 shares; 2025Q4: 118,854 shares 118,854 $5.3M 0.15% +59,006 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: 9,598 shares; 2024Q4: 9,575 shares; 2025Q1: 9,431 shares; 2025Q2: 9,808 shares; 2025Q3: 11,510 shares; 2025Q4: 9,257 shares 9,257 $5.28M 0.15% -2,253 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: 17,017 shares; 2024Q4: 18,444 shares; 2025Q1: 21,263 shares; 2025Q2: 62,911 shares; 2025Q3: 70,764 shares; 2025Q4: 69,590 shares 69,590 $5.22M 0.14% -1,174 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: 301,512 shares; 2025Q2: 286,678 shares; 2025Q3: 310,034 shares; 2025Q4: 244,196 shares 244,196 $5.18M 0.14% -65,838 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: 17,965 shares; 2024Q4: 18,561 shares; 2025Q1: 20,065 shares; 2025Q2: 16,935 shares; 2025Q3: 14,716 shares; 2025Q4: 16,778 shares 16,778 $5.17M 0.14% +2,062 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: 40,094 shares; 2024Q4: 37,839 shares; 2025Q1: 39,954 shares; 2025Q2: 47,926 shares; 2025Q3: 55,502 shares; 2025Q4: 66,535 shares 66,535 $5.13M 0.14% +11,033 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,692 shares; 2024Q4: 28,380 shares; 2025Q1: 29,337 shares; 2025Q2: 106,758 shares; 2025Q3: 97,401 shares; 2025Q4: 106,960 shares 106,960 $5.05M 0.14% +9,559 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: 15,072 shares; 2024Q4: 14,591 shares; 2025Q1: 15,048 shares; 2025Q2: 15,631 shares; 2025Q3: 16,398 shares; 2025Q4: 15,111 shares 15,111 $4.99M 0.14% -1,287 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: 17,725 shares; 2024Q4: 17,303 shares; 2025Q1: 17,983 shares; 2025Q2: 16,790 shares; 2025Q3: 20,140 shares; 2025Q4: 20,663 shares 20,663 $4.98M 0.14% +523 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: 37,916 shares; 2024Q4: 37,227 shares; 2025Q1: 38,750 shares; 2025Q2: 39,945 shares; 2025Q3: 36,601 shares; 2025Q4: 46,968 shares 46,968 $4.94M 0.14% +10,367 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: 8,548 shares; 2024Q4: 8,387 shares; 2025Q1: 8,224 shares; 2025Q2: 8,401 shares; 2025Q3: 7,885 shares; 2025Q4: 8,705 shares 8,705 $4.93M 0.14% +820 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: 10,847 shares; 2024Q4: 38,933 shares; 2025Q1: 47,280 shares; 2025Q2: 58,202 shares; 2025Q3: 77,668 shares; 2025Q4: 87,634 shares 87,634 $4.87M 0.13% +9,966 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: 83,758 shares; 2024Q4: 85,116 shares; 2025Q1: 85,654 shares; 2025Q2: 104,582 shares; 2025Q3: 98,173 shares; 2025Q4: 109,653 shares 109,653 $4.86M 0.13% +11,480 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: 53,340 shares; 2024Q4: 54,226 shares; 2025Q1: 53,493 shares; 2025Q2: 56,709 shares; 2025Q3: 54,837 shares; 2025Q4: 54,956 shares 54,956 $4.84M 0.13% +119 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,934 shares; 2024Q4: 43,292 shares; 2025Q1: 47,323 shares; 2025Q2: 62,337 shares; 2025Q3: 80,870 shares; 2025Q4: 95,018 shares 95,018 $4.81M 0.13% +14,148 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,488 shares; 2024Q4: 41,052 shares; 2025Q1: 41,930 shares; 2025Q2: 43,790 shares; 2025Q3: 44,988 shares; 2025Q4: 44,271 shares 44,271 $4.81M 0.13% -717 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: 47,340 shares; 2024Q4: 39,668 shares; 2025Q1: 51,816 shares; 2025Q2: 54,756 shares; 2025Q3: 63,961 shares; 2025Q4: 58,143 shares 58,143 $4.75M 0.13% -5,818 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: 43,618 shares; 2024Q4: 26,498 shares; 2025Q1: 21,198 shares; 2025Q2: 17,395 shares; 2025Q3: 20,412 shares; 2025Q4: 19,280 shares 19,280 $4.75M 0.13% -1,132 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: 99,826 shares; 2024Q4: 105,244 shares; 2025Q1: 119,093 shares; 2025Q2: 54,558 shares; 2025Q3: 45,349 shares; 2025Q4: 48,125 shares 48,125 $4.73M 0.13% +2,776 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,865 shares; 2024Q4: 18,478 shares; 2025Q1: 18,832 shares; 2025Q2: 20,176 shares; 2025Q3: 21,680 shares; 2025Q4: 22,404 shares 22,404 $4.65M 0.13% +724 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,146 shares; 2025Q4: 180,041 shares 180,041 $4.62M 0.13% +72,895 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: 11,295 shares; 2025Q2: 133,772 shares; 2025Q3: 130,889 shares; 2025Q4: 117,625 shares 117,625 $4.6M 0.13% -13,264 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,033 shares; 2025Q3: 172,463 shares; 2025Q4: 168,795 shares 168,795 $4.53M 0.13% -3,668 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: 18,522 shares; 2025Q1: 17,936 shares; 2025Q2: 18,208 shares; 2025Q3: 20,809 shares; 2025Q4: 26,233 shares 26,233 $4.51M 0.12% +5,424 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: 30,718 shares; 2024Q4: 31,012 shares; 2025Q1: 31,895 shares; 2025Q2: 26,893 shares; 2025Q3: 24,781 shares; 2025Q4: 24,593 shares 24,593 $4.51M 0.12% -188 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,681 shares; 2024Q4: 25,480 shares; 2025Q1: 8,254 shares; 2025Q2: 10,865 shares; 2025Q3: 25,829 shares; 2025Q4: 27,583 shares 27,583 $4.47M 0.12% +1,754 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: 53,523 shares; 2024Q4: 46,515 shares; 2025Q1: 44,218 shares; 2025Q2: 41,163 shares; 2025Q3: 37,970 shares; 2025Q4: 38,100 shares 38,100 $4.47M 0.12% +130 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: 360,186 shares; 2024Q4: 376,037 shares; 2025Q1: 377,633 shares; 2025Q2: 380,281 shares; 2025Q3: 242,303 shares; 2025Q4: 244,377 shares 244,377 $4.45M 0.12% +2,074 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 15,468 shares; 2025Q1: 16,194 shares; 2025Q2: 16,290 shares; 2025Q3: 18,522 shares; 2025Q4: 18,263 shares 18,263 $4.38M 0.12% -259 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: not reported; 2025Q2: 60,046 shares; 2025Q3: 76,315 shares; 2025Q4: 81,061 shares 81,061 $4.38M 0.12% +4,746 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: not reported; 2024Q4: 66,245 shares; 2025Q1: 74,773 shares; 2025Q2: 100,967 shares; 2025Q3: 115,533 shares; 2025Q4: 124,057 shares 124,057 $4.38M 0.12% +8,524 Timeline JQUA 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: 67,064 shares; 2024Q4: 69,497 shares; 2025Q1: 70,368 shares; 2025Q2: 80,201 shares; 2025Q3: 66,546 shares; 2025Q4: 69,171 shares 69,171 $4.37M 0.12% +2,625 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 1,180 shares; 2025Q1: 1,209 shares; 2025Q2: 11,884 shares; 2025Q3: 15,615 shares; 2025Q4: 18,006 shares 18,006 $4.36M 0.12% +2,391 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: 38,435 shares; 2024Q4: 37,635 shares; 2025Q1: 44,282 shares; 2025Q2: 45,914 shares; 2025Q3: 43,374 shares; 2025Q4: 43,700 shares 43,700 $4.36M 0.12% +326 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: 15,939 shares; 2024Q4: 16,410 shares; 2025Q1: 22,471 shares; 2025Q2: 17,350 shares; 2025Q3: 30,811 shares; 2025Q4: 26,653 shares 26,653 $4.29M 0.12% -4,158 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,307 shares; 2025Q1: 79,469 shares; 2025Q2: 89,730 shares; 2025Q3: 97,627 shares; 2025Q4: 112,172 shares 112,172 $4.29M 0.12% +14,545 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: 15,632 shares; 2024Q4: 17,424 shares; 2025Q1: 18,217 shares; 2025Q2: 16,511 shares; 2025Q3: 16,908 shares; 2025Q4: 17,042 shares 17,042 $4.27M 0.12% +134 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,918 shares; 2024Q4: 11,956 shares; 2025Q1: 13,188 shares; 2025Q2: 13,147 shares; 2025Q3: 13,265 shares; 2025Q4: 13,473 shares 13,473 $4.21M 0.12% +208 Timeline GJAN 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: 35,574 shares; 2024Q4: not reported; 2025Q1: 110,744 shares; 2025Q2: 104,749 shares; 2025Q3: 104,192 shares; 2025Q4: 98,254 shares 98,254 $4.2M 0.12% -5,938 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: 56,306 shares; 2024Q4: 55,203 shares; 2025Q1: 66,619 shares; 2025Q2: 73,498 shares; 2025Q3: 68,086 shares; 2025Q4: 77,789 shares 77,789 $4.2M 0.12% +9,703 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: 103,129 shares; 2024Q4: 90,641 shares; 2025Q1: 126,890 shares; 2025Q2: 125,657 shares; 2025Q3: 96,277 shares; 2025Q4: 101,026 shares 101,026 $4.18M 0.12% +4,749 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: 167,553 shares; 2024Q4: 151,530 shares; 2025Q1: 180,092 shares; 2025Q2: 165,925 shares; 2025Q3: 156,205 shares; 2025Q4: 166,073 shares 166,073 $4.14M 0.11% +9,868 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: 121,572 shares; 2024Q4: 98,120 shares; 2025Q1: 98,281 shares; 2025Q2: 91,132 shares; 2025Q3: 69,609 shares; 2025Q4: 68,956 shares 68,956 $4.13M 0.11% -653 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,218 shares; 2024Q4: 13,062 shares; 2025Q1: 11,671 shares; 2025Q2: 13,191 shares; 2025Q3: 11,842 shares; 2025Q4: 13,907 shares 13,907 $4.11M 0.11% +2,065 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,136 shares; 2024Q4: 28,409 shares; 2025Q1: 37,121 shares; 2025Q2: 40,072 shares; 2025Q3: 31,018 shares; 2025Q4: 44,392 shares 44,392 $4.1M 0.11% +13,374 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,921 shares 109,921 $4.1M 0.11% new FOCT 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: not reported; 2025Q3: not reported; 2025Q4: 83,553 shares 83,553 $4.09M 0.11% new 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: 28,843 shares; 2024Q4: 39,892 shares; 2025Q1: 43,296 shares; 2025Q2: 44,062 shares; 2025Q3: 43,162 shares; 2025Q4: 42,366 shares 42,366 $4.07M 0.11% -796 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: 16,305 shares; 2024Q4: 15,496 shares; 2025Q1: 17,223 shares; 2025Q2: 17,368 shares; 2025Q3: 16,912 shares; 2025Q4: 33,982 shares 33,982 $4.06M 0.11% +17,070 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: 107,028 shares; 2025Q4: 205,485 shares 205,485 $4.05M 0.11% +98,457 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 4,241 shares; 2025Q1: 11,105 shares; 2025Q2: 11,181 shares; 2025Q3: 9,657 shares; 2025Q4: 6,014 shares 6,014 $4.03M 0.11% -3,643 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: 43,135 shares; 2024Q4: 38,560 shares; 2025Q1: 50,606 shares; 2025Q2: 39,449 shares; 2025Q3: 44,321 shares; 2025Q4: 65,443 shares 65,443 $4M 0.11% +21,122 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: 50,564 shares; 2024Q4: 57,897 shares; 2025Q1: 69,401 shares; 2025Q2: 66,621 shares; 2025Q3: 67,976 shares; 2025Q4: 68,591 shares 68,591 $3.99M 0.11% +615 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: 68,915 shares; 2024Q4: 47,492 shares; 2025Q1: 50,552 shares; 2025Q2: 44,882 shares; 2025Q3: 45,328 shares; 2025Q4: 45,336 shares 45,336 $3.94M 0.11% +8 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: 11,325 shares; 2024Q4: 10,651 shares; 2025Q1: 10,846 shares; 2025Q2: 10,517 shares; 2025Q3: 10,534 shares; 2025Q4: 10,610 shares 10,610 $3.93M 0.11% +76 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,311 shares; 2024Q4: 102,311 shares; 2025Q1: 82,569 shares; 2025Q2: 78,617 shares; 2025Q3: 54,815 shares; 2025Q4: 52,647 shares 52,647 $3.92M 0.11% -2,168 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: 44,095 shares; 2024Q4: 41,508 shares; 2025Q1: 42,674 shares; 2025Q2: 45,268 shares; 2025Q3: 48,602 shares; 2025Q4: 49,694 shares 49,694 $3.92M 0.11% +1,092 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: 11,133 shares; 2024Q4: 26,191 shares; 2025Q1: 26,326 shares; 2025Q2: 27,320 shares; 2025Q3: 20,714 shares; 2025Q4: 20,607 shares 20,607 $3.91M 0.11% -107 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,751 shares; 2024Q4: 43,099 shares; 2025Q1: 37,274 shares; 2025Q2: 43,440 shares; 2025Q3: 87,442 shares; 2025Q4: 86,597 shares 86,597 $3.9M 0.11% -845 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: 255,081 shares; 2024Q4: 234,364 shares; 2025Q1: 186,735 shares; 2025Q2: 181,133 shares; 2025Q3: 169,617 shares; 2025Q4: 156,817 shares 156,817 $3.9M 0.11% -12,800 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,082 shares; 2024Q4: 87,816 shares; 2025Q1: 112,460 shares; 2025Q2: 98,027 shares; 2025Q3: 73,289 shares; 2025Q4: 78,720 shares 78,720 $3.89M 0.11% +5,431 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 8,978 shares; 2025Q1: 14,191 shares; 2025Q2: 16,201 shares; 2025Q3: 18,400 shares; 2025Q4: 18,275 shares 18,275 $3.86M 0.11% -125 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: 22,473 shares; 2024Q4: 23,220 shares; 2025Q1: 22,955 shares; 2025Q2: 21,220 shares; 2025Q3: 23,021 shares; 2025Q4: 22,545 shares 22,545 $3.86M 0.11% -476 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: 38,576 shares; 2024Q4: 36,660 shares; 2025Q1: 33,788 shares; 2025Q2: 28,843 shares; 2025Q3: 25,786 shares; 2025Q4: 26,811 shares 26,811 $3.85M 0.11% +1,025 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,517 shares; 2024Q4: 64,268 shares; 2025Q1: 67,556 shares; 2025Q2: 51,496 shares; 2025Q3: 49,601 shares; 2025Q4: 49,318 shares 49,318 $3.83M 0.11% -283 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: 87,771 shares; 2024Q4: 75,142 shares; 2025Q1: 75,201 shares; 2025Q2: 55,912 shares; 2025Q3: 45,170 shares; 2025Q4: 40,796 shares 40,796 $3.77M 0.1% -4,374 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: 149,550 shares; 2024Q4: 148,301 shares; 2025Q1: 158,024 shares; 2025Q2: 168,739 shares; 2025Q3: 83,257 shares; 2025Q4: 76,423 shares 76,423 $3.75M 0.1% -6,834 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: 41,757 shares; 2024Q4: 38,943 shares; 2025Q1: 38,932 shares; 2025Q2: 39,654 shares; 2025Q3: 39,966 shares; 2025Q4: 41,792 shares 41,792 $3.74M 0.1% +1,826 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: 56,705 shares; 2024Q4: 64,138 shares; 2025Q1: 65,908 shares; 2025Q2: 60,582 shares; 2025Q3: 63,156 shares; 2025Q4: 72,023 shares 72,023 $3.68M 0.1% +8,867 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: 59,252 shares; 2024Q4: 56,012 shares; 2025Q1: 52,778 shares; 2025Q2: 47,576 shares; 2025Q3: 42,459 shares; 2025Q4: 42,156 shares 42,156 $3.68M 0.1% -303 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 9,234 shares; 2025Q1: 8,583 shares; 2025Q2: 8,177 shares; 2025Q3: 12,879 shares; 2025Q4: 12,730 shares 12,730 $3.66M 0.1% -149 Timeline QDPL 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: 43,159 shares; 2024Q4: 61,700 shares; 2025Q1: 63,338 shares; 2025Q2: 65,489 shares; 2025Q3: 76,647 shares; 2025Q4: 85,812 shares 85,812 $3.66M 0.1% +9,165 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: 10,659 shares; 2024Q4: 10,689 shares; 2025Q1: 13,178 shares; 2025Q2: 13,376 shares; 2025Q3: 13,188 shares; 2025Q4: 13,272 shares 13,272 $3.63M 0.1% +84 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: 6,403 shares; 2024Q4: 6,381 shares; 2025Q1: 6,665 shares; 2025Q2: 8,526 shares; 2025Q3: 10,370 shares; 2025Q4: 10,530 shares 10,530 $3.61M 0.1% +160 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,306 shares; 2024Q4: 368,084 shares; 2025Q1: 385,605 shares; 2025Q2: 334,713 shares; 2025Q3: 288,791 shares; 2025Q4: 275,279 shares 275,279 $3.61M 0.1% -13,512 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: 40,217 shares; 2024Q4: 46,268 shares; 2025Q1: 60,898 shares; 2025Q2: 60,377 shares; 2025Q3: 60,368 shares; 2025Q4: 64,042 shares 64,042 $3.61M 0.1% +3,674 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: 10,014 shares; 2024Q4: 10,049 shares; 2025Q1: 10,421 shares; 2025Q2: 8,020 shares; 2025Q3: 7,233 shares; 2025Q4: 7,015 shares 7,015 $3.58M 0.1% -218 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,893 shares; 2025Q1: 5,814 shares; 2025Q2: 6,364 shares; 2025Q3: 6,070 shares; 2025Q4: 6,205 shares 6,205 $3.54M 0.1% +135 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: 72,979 shares; 2024Q4: 73,123 shares; 2025Q1: 71,249 shares; 2025Q2: 80,041 shares; 2025Q3: 66,590 shares; 2025Q4: 77,404 shares 77,404 $3.53M 0.1% +10,814 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 7,667 shares; 2025Q1: 7,157 shares; 2025Q2: 6,980 shares; 2025Q3: 30,569 shares; 2025Q4: 31,037 shares 31,037 $3.5M 0.1% +468 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: 49,947 shares; 2024Q4: 51,764 shares; 2025Q1: 53,726 shares; 2025Q2: 42,214 shares; 2025Q3: 35,481 shares; 2025Q4: 34,011 shares 34,011 $3.48M 0.1% -1,470 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: 129,787 shares; 2024Q4: 85,567 shares; 2025Q1: 79,631 shares; 2025Q2: 74,736 shares; 2025Q3: 61,319 shares; 2025Q4: 58,628 shares 58,628 $3.48M 0.1% -2,691 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: 44,594 shares; 2024Q4: 43,468 shares; 2025Q1: 39,147 shares; 2025Q2: 26,774 shares; 2025Q3: 19,023 shares; 2025Q4: 28,061 shares 28,061 $3.44M 0.1% +9,038 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: 35,547 shares; 2024Q4: 31,636 shares; 2025Q1: 30,710 shares; 2025Q2: 29,519 shares; 2025Q3: 31,896 shares; 2025Q4: 31,152 shares 31,152 $3.42M 0.09% -744 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: 86,570 shares; 2024Q4: 65,675 shares; 2025Q1: 66,277 shares; 2025Q2: 74,782 shares; 2025Q3: 75,287 shares; 2025Q4: 75,178 shares 75,178 $3.42M 0.09% -109 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: 23,672 shares; 2024Q4: 31,010 shares; 2025Q1: 31,655 shares; 2025Q2: 30,995 shares; 2025Q3: 30,833 shares; 2025Q4: 31,952 shares 31,952 $3.41M 0.09% +1,119 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: 76,201 shares; 2024Q4: 67,813 shares; 2025Q1: 71,965 shares; 2025Q2: 64,903 shares; 2025Q3: 57,434 shares; 2025Q4: 59,063 shares 59,063 $3.41M 0.09% +1,629 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: 172,337 shares; 2024Q4: 144,196 shares; 2025Q1: 141,946 shares; 2025Q2: 93,815 shares; 2025Q3: 54,947 shares; 2025Q4: 68,044 shares 68,044 $3.4M 0.09% +13,097 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,507 shares; 2025Q1: 3,026 shares; 2025Q2: 4,372 shares; 2025Q3: 4,859 shares; 2025Q4: 5,044 shares 5,044 $3.4M 0.09% +185 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,299 shares; 2024Q4: 19,170 shares; 2025Q1: 21,488 shares; 2025Q2: 21,334 shares; 2025Q3: 22,350 shares; 2025Q4: 24,017 shares 24,017 $3.39M 0.09% +1,667 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: 8,672 shares; 2024Q4: 8,428 shares; 2025Q1: 8,373 shares; 2025Q2: 8,783 shares; 2025Q3: 9,922 shares; 2025Q4: 7,630 shares 7,630 $3.38M 0.09% -2,292 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: 48,134 shares; 2024Q4: 48,566 shares; 2025Q1: 47,928 shares; 2025Q2: 45,901 shares; 2025Q3: 45,397 shares; 2025Q4: 45,925 shares 45,925 $3.38M 0.09% +528 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 18,554 shares; 2025Q1: 19,017 shares; 2025Q2: 18,061 shares; 2025Q3: 18,251 shares; 2025Q4: 18,813 shares 18,813 $3.34M 0.09% +562 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,958 shares; 2024Q4: 147,991 shares; 2025Q1: 163,519 shares; 2025Q2: 153,308 shares; 2025Q3: 148,265 shares; 2025Q4: 163,477 shares 163,477 $3.31M 0.09% +15,212 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: 31,858 shares; 2024Q4: 27,207 shares; 2025Q1: 31,282 shares; 2025Q2: 31,286 shares; 2025Q3: 32,269 shares; 2025Q4: 34,335 shares 34,335 $3.3M 0.09% +2,066 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,537 shares; 2024Q4: 49,630 shares; 2025Q1: 64,143 shares; 2025Q2: 67,206 shares; 2025Q3: 73,237 shares; 2025Q4: 76,622 shares 76,622 $3.28M 0.09% +3,385 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,487 shares; 2024Q4: 71,735 shares; 2025Q1: 72,102 shares; 2025Q2: 82,100 shares; 2025Q3: 75,512 shares; 2025Q4: 64,629 shares 64,629 $3.27M 0.09% -10,883 Timeline VONE 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: 5,272 shares; 2024Q4: 5,198 shares; 2025Q1: 5,219 shares; 2025Q2: 10,010 shares; 2025Q3: 10,096 shares; 2025Q4: 10,499 shares 10,499 $3.24M 0.09% +403 Timeline WCPB 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: 119,158 shares; 2025Q4: 125,785 shares 125,785 $3.21M 0.09% +6,627 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: 9,389 shares; 2024Q4: 9,803 shares; 2025Q1: 9,459 shares; 2025Q2: 8,620 shares; 2025Q3: 9,498 shares; 2025Q4: 12,466 shares 12,466 $3.2M 0.09% +2,968 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 12,626 shares; 2025Q1: 17,121 shares; 2025Q2: 24,371 shares; 2025Q3: 27,003 shares; 2025Q4: 28,769 shares 28,769 $3.2M 0.09% +1,766 Timeline STIP 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: 30,758 shares; 2024Q4: 21,071 shares; 2025Q1: 22,066 shares; 2025Q2: 23,510 shares; 2025Q3: 24,096 shares; 2025Q4: 31,059 shares 31,059 $3.18M 0.09% +6,963 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: 45,585 shares; 2024Q4: 42,951 shares; 2025Q1: 39,908 shares; 2025Q2: 36,575 shares; 2025Q3: 37,079 shares; 2025Q4: 27,813 shares 27,813 $3.16M 0.09% -9,266 Timeline JMST 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: 12,200 shares; 2024Q4: 12,909 shares; 2025Q1: 13,943 shares; 2025Q2: 45,771 shares; 2025Q3: 59,681 shares; 2025Q4: 61,329 shares 61,329 $3.12M 0.09% +1,648 Timeline MEAR 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: 61,530 shares; 2024Q4: 62,682 shares; 2025Q1: 58,785 shares; 2025Q2: 56,508 shares; 2025Q3: 54,649 shares; 2025Q4: 61,715 shares 61,715 $3.11M 0.09% +7,066 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 25,702 shares; 2025Q1: 23,065 shares; 2025Q2: 20,712 shares; 2025Q3: 20,526 shares; 2025Q4: 21,958 shares 21,958 $3.1M 0.09% +1,432 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179,611 shares; 2025Q4: 150,335 shares 150,335 $3.09M 0.09% -29,276 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,346 shares; 2024Q4: 22,529 shares; 2025Q1: 26,692 shares; 2025Q2: 30,382 shares; 2025Q3: 29,463 shares; 2025Q4: 32,023 shares 32,023 $3.08M 0.09% +2,560 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,289 shares; 2024Q4: 198,903 shares; 2025Q1: 198,019 shares; 2025Q2: 117,320 shares; 2025Q3: 106,638 shares; 2025Q4: 86,082 shares 86,082 $3.04M 0.08% -20,556 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,978 shares; 2024Q4: 27,089 shares; 2025Q1: 33,846 shares; 2025Q2: 30,925 shares; 2025Q3: 31,995 shares; 2025Q4: 43,008 shares 43,008 $3.02M 0.08% +11,013 Timeline BUFD 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: 45,298 shares; 2024Q4: 95,231 shares; 2025Q1: 170,622 shares; 2025Q2: 155,309 shares; 2025Q3: 116,596 shares; 2025Q4: 114,409 shares 114,409 $3.01M 0.08% -2,187 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: 6,636 shares; 2024Q4: 4,947 shares; 2025Q1: 5,092 shares; 2025Q2: 5,036 shares; 2025Q3: 5,010 shares; 2025Q4: 4,963 shares 4,963 $2.99M 0.08% -47 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,519 shares; 2024Q4: 75,905 shares; 2025Q1: 46,984 shares; 2025Q2: 46,843 shares; 2025Q3: 45,893 shares; 2025Q4: 66,050 shares 66,050 $2.99M 0.08% +20,157 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: 10,744 shares; 2024Q4: 14,713 shares; 2025Q1: 17,894 shares; 2025Q2: 19,466 shares; 2025Q3: 20,211 shares; 2025Q4: 21,503 shares 21,503 $2.98M 0.08% +1,292 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: 62,751 shares; 2025Q3: 64,010 shares; 2025Q4: 68,144 shares 68,144 $2.97M 0.08% +4,134 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,919 shares; 2024Q4: 56,277 shares; 2025Q1: 41,936 shares; 2025Q2: 33,247 shares; 2025Q3: 31,258 shares; 2025Q4: 30,504 shares 30,504 $2.96M 0.08% -754 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: 8,793 shares; 2024Q4: 8,912 shares; 2025Q1: 8,961 shares; 2025Q2: 14,383 shares; 2025Q3: 10,799 shares; 2025Q4: 11,491 shares 11,491 $2.91M 0.08% +692 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,901 shares 71,901 $2.89M 0.08% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 8,599 shares; 2025Q1: 8,507 shares; 2025Q2: 8,383 shares; 2025Q3: 8,018 shares; 2025Q4: 8,173 shares 8,173 $2.87M 0.08% +155 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: 24,036 shares; 2024Q4: 22,714 shares; 2025Q1: 21,715 shares; 2025Q2: 17,951 shares; 2025Q3: 14,351 shares; 2025Q4: 17,843 shares 17,843 $2.87M 0.08% +3,492 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: 19,731 shares; 2024Q4: 17,401 shares; 2025Q1: 17,927 shares; 2025Q2: 18,464 shares; 2025Q3: 17,461 shares; 2025Q4: 17,822 shares 17,822 $2.85M 0.08% +361 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,859 shares; 2024Q4: 43,550 shares; 2025Q1: 44,934 shares; 2025Q2: 44,278 shares; 2025Q3: 41,256 shares; 2025Q4: 27,271 shares 27,271 $2.84M 0.08% -13,985 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: 2,580 shares; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: 14,325 shares; 2025Q3: 6,033 shares; 2025Q4: 15,882 shares 15,882 $2.81M 0.08% +9,849 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: 8,959 shares; 2024Q4: 8,774 shares; 2025Q1: 38,580 shares; 2025Q2: 46,221 shares; 2025Q3: 48,540 shares; 2025Q4: 52,554 shares 52,554 $2.78M 0.08% +4,014 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: 193,681 shares; 2024Q4: 207,624 shares; 2025Q1: 123,914 shares; 2025Q2: 180,379 shares; 2025Q3: 205,929 shares; 2025Q4: 186,121 shares 186,121 $2.75M 0.08% -19,808 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,629 shares; 2024Q4: 48,990 shares; 2025Q1: 48,673 shares; 2025Q2: 51,200 shares; 2025Q3: 52,424 shares; 2025Q4: 55,139 shares 55,139 $2.73M 0.08% +2,715 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: 544 shares; 2024Q4: 598 shares; 2025Q1: 856 shares; 2025Q2: 959 shares; 2025Q3: 1,601 shares; 2025Q4: 2,537 shares 2,537 $2.71M 0.07% +936 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: 46,737 shares; 2024Q4: 64,700 shares; 2025Q1: 63,659 shares; 2025Q2: 48,865 shares; 2025Q3: 41,500 shares; 2025Q4: 38,170 shares 38,170 $2.71M 0.07% -3,330 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: 22,212 shares; 2024Q4: 20,130 shares; 2025Q1: 23,691 shares; 2025Q2: 26,980 shares; 2025Q3: 30,816 shares; 2025Q4: 35,914 shares 35,914 $2.71M 0.07% +5,098 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,660 shares; 2024Q4: 325,766 shares; 2025Q1: 338,143 shares; 2025Q2: 342,566 shares; 2025Q3: 277,041 shares; 2025Q4: 280,046 shares 280,046 $2.71M 0.07% +3,005 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: 39,024 shares; 2024Q4: 51,724 shares; 2025Q1: 75,688 shares; 2025Q2: 77,264 shares; 2025Q3: 59,453 shares; 2025Q4: 57,393 shares 57,393 $2.7M 0.07% -2,060 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,103 shares; 2024Q4: 6,050 shares; 2025Q1: 5,365 shares; 2025Q2: 8,366 shares; 2025Q3: 8,171 shares; 2025Q4: 7,980 shares 7,980 $2.69M 0.07% -191 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: 4,703 shares; 2024Q4: 4,783 shares; 2025Q1: 2,922 shares; 2025Q2: 2,722 shares; 2025Q3: 3,735 shares; 2025Q4: 16,071 shares 16,071 $2.66M 0.07% +12,336 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: 12,844 shares; 2024Q4: 13,878 shares; 2025Q1: 16,832 shares; 2025Q2: 18,861 shares; 2025Q3: 18,690 shares; 2025Q4: 26,781 shares 26,781 $2.66M 0.07% +8,091 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,042 shares; 2025Q1: 5,805 shares; 2025Q2: 5,131 shares; 2025Q3: 5,807 shares; 2025Q4: 8,321 shares 8,321 $2.65M 0.07% +2,514 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: 15,571 shares; 2024Q4: 16,953 shares; 2025Q1: 15,432 shares; 2025Q2: 14,656 shares; 2025Q3: 14,575 shares; 2025Q4: 15,611 shares 15,611 $2.62M 0.07% +1,036 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: 26,841 shares; 2024Q4: 24,549 shares; 2025Q1: 46,385 shares; 2025Q2: 65,522 shares; 2025Q3: 58,927 shares; 2025Q4: 52,430 shares 52,430 $2.62M 0.07% -6,497 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: 72,833 shares; 2024Q4: 70,070 shares; 2025Q1: 66,478 shares; 2025Q2: 66,245 shares; 2025Q3: 29,920 shares; 2025Q4: 20,872 shares 20,872 $2.62M 0.07% -9,048 Timeline MISL 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: 16,040 shares; 2024Q4: 15,799 shares; 2025Q1: 14,907 shares; 2025Q2: 19,217 shares; 2025Q3: 61,729 shares; 2025Q4: 60,718 shares 60,718 $2.6M 0.07% -1,011 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,840 shares; 2024Q4: 57,379 shares; 2025Q1: 58,673 shares; 2025Q2: 18,167 shares; 2025Q3: 19,301 shares; 2025Q4: 51,637 shares 51,637 $2.57M 0.07% +32,336 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 12,589 shares; 2025Q1: 10,526 shares; 2025Q2: 10,752 shares; 2025Q3: 11,038 shares; 2025Q4: 29,264 shares 29,264 $2.56M 0.07% +18,226 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: 30,730 shares; 2024Q4: 31,384 shares; 2025Q1: 30,223 shares; 2025Q2: 26,353 shares; 2025Q3: 25,209 shares; 2025Q4: 25,066 shares 25,066 $2.56M 0.07% -143 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: 22,544 shares; 2024Q4: 33,592 shares; 2025Q1: 30,522 shares; 2025Q2: 41,609 shares; 2025Q3: 36,074 shares; 2025Q4: 35,708 shares 35,708 $2.55M 0.07% -366 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,860 shares; 2024Q4: 64,138 shares; 2025Q1: 71,439 shares; 2025Q2: 73,531 shares; 2025Q3: 77,892 shares; 2025Q4: 86,756 shares 86,756 $2.55M 0.07% +8,864 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: 9,319 shares; 2024Q4: 9,355 shares; 2025Q1: 9,631 shares; 2025Q2: 26,153 shares; 2025Q3: 60,508 shares; 2025Q4: 68,804 shares 68,804 $2.52M 0.07% +8,296 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,208 shares; 2024Q4: 22,115 shares; 2025Q1: 16,353 shares; 2025Q2: 20,260 shares; 2025Q3: 19,908 shares; 2025Q4: 19,079 shares 19,079 $2.51M 0.07% -829 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,009 shares; 2025Q4: 20,488 shares 20,488 $2.5M 0.07% +18,479 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: 35,727 shares; 2024Q4: 37,719 shares; 2025Q1: 38,068 shares; 2025Q2: 43,288 shares; 2025Q3: 44,010 shares; 2025Q4: 41,933 shares 41,933 $2.5M 0.07% -2,077 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,699 shares; 2024Q4: 17,155 shares; 2025Q1: 17,329 shares; 2025Q2: 17,596 shares; 2025Q3: 18,207 shares; 2025Q4: 16,595 shares 16,595 $2.47M 0.07% -1,612 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: 19,560 shares; 2024Q4: 31,111 shares; 2025Q1: 27,068 shares; 2025Q2: 27,279 shares; 2025Q3: 23,603 shares; 2025Q4: 20,925 shares 20,925 $2.46M 0.07% -2,678 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: 10,552 shares; 2024Q4: 11,468 shares; 2025Q1: 7,291 shares; 2025Q2: 26,448 shares; 2025Q3: 35,244 shares; 2025Q4: 37,407 shares 37,407 $2.46M 0.07% +2,163 Timeline JIVE 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: 28,419 shares; 2025Q3: 28,869 shares; 2025Q4: 30,357 shares 30,357 $2.44M 0.07% +1,488 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: 9,711 shares; 2025Q3: 18,246 shares; 2025Q4: 55,407 shares 55,407 $2.42M 0.07% +37,161 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 5,659 shares; 2025Q1: 6,552 shares; 2025Q2: 6,487 shares; 2025Q3: 6,261 shares; 2025Q4: 6,721 shares 6,721 $2.37M 0.07% +460 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: 13,084 shares; 2024Q4: 13,538 shares; 2025Q1: 12,610 shares; 2025Q2: 8,428 shares; 2025Q3: 10,829 shares; 2025Q4: 8,796 shares 8,796 $2.37M 0.07% -2,033 Timeline FXO 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: 7,872 shares; 2024Q4: 7,782 shares; 2025Q1: 7,526 shares; 2025Q2: 8,453 shares; 2025Q3: 40,187 shares; 2025Q4: 39,213 shares 39,213 $2.37M 0.07% -974 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 882 shares; 2025Q1: 1,346 shares; 2025Q2: 3,175 shares; 2025Q3: 5,076 shares; 2025Q4: 5,478 shares 5,478 $2.35M 0.06% +402 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,611 shares; 2024Q4: 22,165 shares; 2025Q1: 23,801 shares; 2025Q2: 23,840 shares; 2025Q3: 24,305 shares; 2025Q4: 51,578 shares 51,578 $2.34M 0.06% +27,273 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,733 shares; 2024Q4: 31,903 shares; 2025Q1: 32,045 shares; 2025Q2: 31,615 shares; 2025Q3: 31,836 shares; 2025Q4: 33,421 shares 33,421 $2.34M 0.06% +1,585 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: 61,076 shares; 2024Q4: 62,849 shares; 2025Q1: 61,595 shares; 2025Q2: 69,316 shares; 2025Q3: 70,928 shares; 2025Q4: 76,007 shares 76,007 $2.32M 0.06% +5,079 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: 12,879 shares; 2024Q4: 11,731 shares; 2025Q1: 11,702 shares; 2025Q2: 12,488 shares; 2025Q3: 14,305 shares; 2025Q4: 13,333 shares 13,333 $2.31M 0.06% -972 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,338 shares; 2024Q4: 58,692 shares; 2025Q1: 60,303 shares; 2025Q2: 55,941 shares; 2025Q3: 49,012 shares; 2025Q4: 47,806 shares 47,806 $2.29M 0.06% -1,206 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,429 shares; 2025Q1: 5,284 shares; 2025Q2: 4,884 shares; 2025Q3: 5,688 shares; 2025Q4: 5,526 shares 5,526 $2.28M 0.06% -162 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,500 shares; 2024Q4: 58,711 shares; 2025Q1: 58,348 shares; 2025Q2: 61,805 shares; 2025Q3: 61,093 shares; 2025Q4: 61,733 shares 61,733 $2.27M 0.06% +640 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 5,839 shares; 2025Q1: 8,886 shares; 2025Q2: 3,025 shares; 2025Q3: 8,251 shares; 2025Q4: 12,262 shares 12,262 $2.27M 0.06% +4,011 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,526 shares; 2024Q4: 81,040 shares; 2025Q1: 90,292 shares; 2025Q2: 89,753 shares; 2025Q3: 94,276 shares; 2025Q4: 93,041 shares 93,041 $2.26M 0.06% -1,235 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: 27,513 shares; 2024Q4: 24,592 shares; 2025Q1: 26,055 shares; 2025Q2: 26,924 shares; 2025Q3: 27,643 shares; 2025Q4: 30,361 shares 30,361 $2.25M 0.06% +2,718 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: 30,254 shares; 2025Q1: 11,281 shares; 2025Q2: 15,299 shares; 2025Q3: 25,661 shares; 2025Q4: 16,188 shares 16,188 $2.25M 0.06% -9,473 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,107 shares; 2024Q4: 44,835 shares; 2025Q1: 46,019 shares; 2025Q2: 48,527 shares; 2025Q3: 50,324 shares; 2025Q4: 54,056 shares 54,056 $2.23M 0.06% +3,732 Timeline RMIF ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,597 shares; 2025Q1: 81,860 shares; 2025Q2: 99,890 shares; 2025Q3: 86,694 shares; 2025Q4: 89,811 shares 89,811 $2.23M 0.06% +3,117 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,364 shares; 2024Q4: 44,706 shares; 2025Q1: 44,942 shares; 2025Q2: 43,848 shares; 2025Q3: 38,116 shares; 2025Q4: 36,640 shares 36,640 $2.21M 0.06% -1,476 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: 69,451 shares; 2024Q4: 68,944 shares; 2025Q1: 67,507 shares; 2025Q2: 56,292 shares; 2025Q3: 46,926 shares; 2025Q4: 46,165 shares 46,165 $2.2M 0.06% -761 Timeline IDEV 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: 19,999 shares; 2024Q4: 20,960 shares; 2025Q1: 21,327 shares; 2025Q2: 23,850 shares; 2025Q3: 25,845 shares; 2025Q4: 26,628 shares 26,628 $2.2M 0.06% +783 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: 69,279 shares; 2024Q4: 61,519 shares; 2025Q1: 63,035 shares; 2025Q2: 56,985 shares; 2025Q3: 49,529 shares; 2025Q4: 47,003 shares 47,003 $2.19M 0.06% -2,526 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: 10,222 shares; 2024Q4: 13,989 shares; 2025Q1: 9,378 shares; 2025Q2: 11,305 shares; 2025Q3: 11,124 shares; 2025Q4: 11,233 shares 11,233 $2.19M 0.06% +109 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,095 shares; 2024Q4: 65,210 shares; 2025Q1: 65,275 shares; 2025Q2: 69,185 shares; 2025Q3: 70,935 shares; 2025Q4: 63,030 shares 63,030 $2.17M 0.06% -7,905 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,139 shares; 2025Q1: 4,190 shares; 2025Q2: 4,971 shares; 2025Q3: 5,365 shares; 2025Q4: 5,599 shares 5,599 $2.17M 0.06% +234 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,865 shares; 2025Q2: 103,540 shares; 2025Q3: 108,773 shares; 2025Q4: 121,770 shares 121,770 $2.16M 0.06% +12,997 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 15,342 shares; 2025Q1: 15,653 shares; 2025Q2: 14,636 shares; 2025Q3: 14,841 shares; 2025Q4: 15,187 shares 15,187 $2.14M 0.06% +346 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: 51,963 shares; 2024Q4: 47,413 shares; 2025Q1: 39,139 shares; 2025Q2: 35,962 shares; 2025Q3: 48,503 shares; 2025Q4: 58,063 shares 58,063 $2.14M 0.06% +9,560 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,320 shares; 2025Q4: 40,621 shares 40,621 $2.14M 0.06% +31,301 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: 23,515 shares; 2024Q4: 23,126 shares; 2025Q1: 27,415 shares; 2025Q2: 28,168 shares; 2025Q3: 34,313 shares; 2025Q4: 37,768 shares 37,768 $2.14M 0.06% +3,455 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 8,040 shares; 2025Q1: 7,380 shares; 2025Q2: 7,033 shares; 2025Q3: 12,817 shares; 2025Q4: 13,125 shares 13,125 $2.14M 0.06% +308 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: 17,927 shares; 2024Q4: 19,242 shares; 2025Q1: 11,581 shares; 2025Q2: 12,234 shares; 2025Q3: 13,063 shares; 2025Q4: 13,846 shares 13,846 $2.12M 0.06% +783 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,350 shares; 2024Q4: 46,914 shares; 2025Q1: 44,047 shares; 2025Q2: 40,747 shares; 2025Q3: 44,604 shares; 2025Q4: 71,672 shares 71,672 $2.12M 0.06% +27,068 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: 5,083 shares; 2024Q4: not reported; 2025Q1: 4,380 shares; 2025Q2: 16,586 shares; 2025Q3: 13,254 shares; 2025Q4: 21,175 shares 21,175 $2.11M 0.06% +7,921 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,876 shares; 2025Q3: 14,766 shares; 2025Q4: 16,039 shares 16,039 $2.1M 0.06% +1,273 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,303 shares; 2024Q4: 51,862 shares; 2025Q1: 66,939 shares; 2025Q2: 73,014 shares; 2025Q3: 101,359 shares; 2025Q4: 110,381 shares 110,381 $2.08M 0.06% +9,022 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,778 shares; 2024Q4: 28,905 shares; 2025Q1: 43,893 shares; 2025Q2: 56,340 shares; 2025Q3: 69,322 shares; 2025Q4: 73,690 shares 73,690 $2.05M 0.06% +4,368 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,324 shares; 2024Q4: 106,437 shares; 2025Q1: 111,177 shares; 2025Q2: 119,335 shares; 2025Q3: 139,228 shares; 2025Q4: 154,836 shares 154,836 $2.05M 0.06% +15,608 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: 16,732 shares; 2024Q4: 15,782 shares; 2025Q1: 17,297 shares; 2025Q2: 16,129 shares; 2025Q3: 15,865 shares; 2025Q4: 32,067 shares 32,067 $2.04M 0.06% +16,202 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: 20,871 shares; 2024Q4: 23,480 shares; 2025Q1: 23,331 shares; 2025Q2: 9,839 shares; 2025Q3: 8,282 shares; 2025Q4: 8,550 shares 8,550 $2.03M 0.06% +268 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,160 shares; 2024Q4: 143,223 shares; 2025Q1: 141,729 shares; 2025Q2: 126,733 shares; 2025Q3: 128,741 shares; 2025Q4: 122,619 shares 122,619 $2.02M 0.06% -6,122 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,820 shares; 2025Q1: 3,989 shares; 2025Q2: 3,372 shares; 2025Q3: 3,317 shares; 2025Q4: 3,496 shares 3,496 $2.02M 0.06% +179 Timeline RWK 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: 19,308 shares; 2024Q4: 20,211 shares; 2025Q1: 20,378 shares; 2025Q2: 19,543 shares; 2025Q3: 17,199 shares; 2025Q4: 15,930 shares 15,930 $2.01M 0.06% -1,269 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,756 shares; 2024Q4: 19,222 shares; 2025Q1: 20,284 shares; 2025Q2: 15,536 shares; 2025Q3: 15,533 shares; 2025Q4: 16,813 shares 16,813 $2.01M 0.06% +1,280 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,603 shares; 2024Q4: 43,504 shares; 2025Q1: 54,136 shares; 2025Q2: 68,401 shares; 2025Q3: 53,916 shares; 2025Q4: 48,589 shares 48,589 $1.99M 0.06% -5,327 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: 124,010 shares; 2024Q4: 138,366 shares; 2025Q1: 147,605 shares; 2025Q2: 45,104 shares; 2025Q3: 33,603 shares; 2025Q4: 31,350 shares 31,350 $1.97M 0.05% -2,253 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,623 shares; 2025Q4: 38,301 shares 38,301 $1.96M 0.05% +1,678 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,339 shares; 2024Q4: 49,150 shares; 2025Q1: 46,461 shares; 2025Q2: 48,659 shares; 2025Q3: 40,468 shares; 2025Q4: 39,762 shares 39,762 $1.95M 0.05% -706 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,844 shares; 2025Q1: 12,675 shares; 2025Q2: 11,738 shares; 2025Q3: 6,651 shares; 2025Q4: 9,461 shares 9,461 $1.94M 0.05% +2,810 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,676 shares; 2024Q4: 14,251 shares; 2025Q1: 16,304 shares; 2025Q2: 18,866 shares; 2025Q3: 17,596 shares; 2025Q4: 18,931 shares 18,931 $1.94M 0.05% +1,335 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,421 shares; 2024Q4: 50,875 shares; 2025Q1: 79,528 shares; 2025Q2: 53,292 shares; 2025Q3: 50,593 shares; 2025Q4: 51,261 shares 51,261 $1.94M 0.05% +668 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,170 shares; 2024Q4: 26,146 shares; 2025Q1: 14,833 shares; 2025Q2: 15,080 shares; 2025Q3: 17,188 shares; 2025Q4: 17,351 shares 17,351 $1.94M 0.05% +163 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: 28,590 shares; 2024Q4: 28,940 shares; 2025Q1: 29,497 shares; 2025Q2: 32,679 shares; 2025Q3: 33,001 shares; 2025Q4: 32,879 shares 32,879 $1.93M 0.05% -122 Timeline FFLG 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: 32,773 shares; 2024Q4: 35,619 shares; 2025Q1: 42,360 shares; 2025Q2: 53,485 shares; 2025Q3: 61,946 shares; 2025Q4: 64,437 shares 64,437 $1.93M 0.05% +2,491 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,908 shares; 2024Q4: 10,874 shares; 2025Q1: 10,815 shares; 2025Q2: 9,991 shares; 2025Q3: 11,654 shares; 2025Q4: 19,128 shares 19,128 $1.93M 0.05% +7,474 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,477 shares; 2024Q4: 90,226 shares; 2025Q1: 74,626 shares; 2025Q2: 52,099 shares; 2025Q3: 45,891 shares; 2025Q4: 43,416 shares 43,416 $1.93M 0.05% -2,475 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 7,094 shares; 2025Q1: 6,350 shares; 2025Q2: 6,164 shares; 2025Q3: 6,055 shares; 2025Q4: 5,956 shares 5,956 $1.92M 0.05% -99 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 5,194 shares; 2025Q1: 5,699 shares; 2025Q2: 6,123 shares; 2025Q3: 6,064 shares; 2025Q4: 6,740 shares 6,740 $1.88M 0.05% +676 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: 24,240 shares; 2024Q4: 22,718 shares; 2025Q1: 22,471 shares; 2025Q2: 21,763 shares; 2025Q3: 23,233 shares; 2025Q4: 23,389 shares 23,389 $1.88M 0.05% +156 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,825 shares; 2024Q4: 25,474 shares; 2025Q1: 28,646 shares; 2025Q2: 29,449 shares; 2025Q3: 39,156 shares; 2025Q4: 39,653 shares 39,653 $1.84M 0.05% +497 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,221 shares; 2024Q4: 42,192 shares; 2025Q1: 41,768 shares; 2025Q2: 41,341 shares; 2025Q3: 40,815 shares; 2025Q4: 40,698 shares 40,698 $1.82M 0.05% -117 Timeline AVDV 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: 23,738 shares; 2024Q4: 14,203 shares; 2025Q1: 15,590 shares; 2025Q2: 17,019 shares; 2025Q3: 18,841 shares; 2025Q4: 19,220 shares 19,220 $1.81M 0.05% +379 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 8,938 shares; 2025Q1: 8,613 shares; 2025Q2: 10,248 shares; 2025Q3: 10,592 shares; 2025Q4: 10,868 shares 10,868 $1.8M 0.05% +276 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,991 shares; 2025Q3: 38,966 shares; 2025Q4: 38,377 shares 38,377 $1.77M 0.05% -589 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,725 shares; 2024Q4: 39,710 shares; 2025Q1: 35,635 shares; 2025Q2: 58,327 shares; 2025Q3: 56,193 shares; 2025Q4: 34,739 shares 34,739 $1.76M 0.05% -21,454 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,922 shares; 2024Q4: 31,733 shares; 2025Q1: 32,378 shares; 2025Q2: 32,720 shares; 2025Q3: 29,454 shares; 2025Q4: 29,259 shares 29,259 $1.76M 0.05% -195 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: 14,653 shares; 2024Q4: 14,200 shares; 2025Q1: 19,401 shares; 2025Q2: 21,121 shares; 2025Q3: 21,736 shares; 2025Q4: 17,280 shares 17,280 $1.76M 0.05% -4,456 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: 2,499 shares; 2024Q4: 2,312 shares; 2025Q1: 2,353 shares; 2025Q2: 2,315 shares; 2025Q3: 2,147 shares; 2025Q4: 2,138 shares 2,138 $1.75M 0.05% -9 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 54,971 shares; 2025Q4: 133,692 shares 133,692 $1.75M 0.05% +78,721 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: 20,323 shares; 2024Q4: 21,341 shares; 2025Q1: 20,943 shares; 2025Q2: 21,872 shares; 2025Q3: 21,959 shares; 2025Q4: 20,736 shares 20,736 $1.75M 0.05% -1,223 Timeline FNCL 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: 9,802 shares; 2024Q4: 13,002 shares; 2025Q1: 23,038 shares; 2025Q2: 20,767 shares; 2025Q3: 21,795 shares; 2025Q4: 21,374 shares 21,374 $1.69M 0.05% -421 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,040 shares; 2024Q4: 22,142 shares; 2025Q1: 20,057 shares; 2025Q2: 22,097 shares; 2025Q3: 23,553 shares; 2025Q4: 24,245 shares 24,245 $1.69M 0.05% +692 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 11,329 shares; 2025Q1: 11,935 shares; 2025Q2: 11,740 shares; 2025Q3: 13,339 shares; 2025Q4: 13,276 shares 13,276 $1.67M 0.05% -63 Timeline AGZD 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: 71,125 shares; 2024Q4: 66,233 shares; 2025Q1: 80,387 shares; 2025Q2: 80,389 shares; 2025Q3: 72,985 shares; 2025Q4: 74,169 shares 74,169 $1.67M 0.05% +1,184 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: 1,981 shares; 2024Q4: 1,928 shares; 2025Q1: 2,311 shares; 2025Q2: 2,246 shares; 2025Q3: 2,096 shares; 2025Q4: 2,058 shares 2,058 $1.67M 0.05% -38 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 5,618 shares; 2025Q1: 5,265 shares; 2025Q2: 10,578 shares; 2025Q3: 18,892 shares; 2025Q4: 21,709 shares 21,709 $1.66M 0.05% +2,817 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 19,468 shares; 2025Q1: 19,205 shares; 2025Q2: 18,432 shares; 2025Q3: 15,728 shares; 2025Q4: 16,442 shares 16,442 $1.66M 0.05% +714 Timeline BUFQ 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: 83,033 shares; 2024Q4: 89,070 shares; 2025Q1: 99,083 shares; 2025Q2: 77,626 shares; 2025Q3: 74,671 shares; 2025Q4: 78,927 shares 78,927 $1.65M 0.05% +4,256 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: 39,542 shares; 2024Q4: 40,045 shares; 2025Q1: 38,143 shares; 2025Q2: 38,617 shares; 2025Q3: 34,971 shares; 2025Q4: 32,176 shares 32,176 $1.65M 0.05% -2,795 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: 16,987 shares; 2024Q4: 15,557 shares; 2025Q1: 16,442 shares; 2025Q2: 13,771 shares; 2025Q3: 15,117 shares; 2025Q4: 14,070 shares 14,070 $1.64M 0.05% -1,047 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 4,535 shares; 2025Q1: 4,183 shares; 2025Q2: 3,322 shares; 2025Q3: 3,105 shares; 2025Q4: 5,638 shares 5,638 $1.63M 0.04% +2,533 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: 18,927 shares; 2024Q4: 17,627 shares; 2025Q1: 19,122 shares; 2025Q2: 18,299 shares; 2025Q3: 17,733 shares; 2025Q4: 18,151 shares 18,151 $1.62M 0.04% +418 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 9,823 shares; 2025Q1: 10,945 shares; 2025Q2: 11,290 shares; 2025Q3: 10,639 shares; 2025Q4: 13,090 shares 13,090 $1.62M 0.04% +2,451 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,706 shares; 2024Q4: 10,997 shares; 2025Q1: 9,668 shares; 2025Q2: 9,537 shares; 2025Q3: 10,309 shares; 2025Q4: 10,540 shares 10,540 $1.61M 0.04% +231 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,605 shares; 2024Q4: 25,624 shares; 2025Q1: 26,355 shares; 2025Q2: 26,060 shares; 2025Q3: 24,226 shares; 2025Q4: 25,738 shares 25,738 $1.61M 0.04% +1,512 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,191 shares; 2024Q4: 24,383 shares; 2025Q1: 33,976 shares; 2025Q2: 67,379 shares; 2025Q3: 67,570 shares; 2025Q4: 67,340 shares 67,340 $1.61M 0.04% -230 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,093 shares 46,093 $1.61M 0.04% new 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: 4,873 shares; 2024Q4: 4,605 shares; 2025Q1: 4,367 shares; 2025Q2: 4,318 shares; 2025Q3: 4,176 shares; 2025Q4: 4,582 shares 4,582 $1.6M 0.04% +406 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: 34,189 shares; 2024Q4: 34,819 shares; 2025Q1: 36,416 shares; 2025Q2: 32,889 shares; 2025Q3: 31,875 shares; 2025Q4: 32,519 shares 32,519 $1.59M 0.04% +644 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: 4,003 shares; 2024Q4: 3,769 shares; 2025Q1: 4,529 shares; 2025Q2: 11,294 shares; 2025Q3: 15,382 shares; 2025Q4: 16,876 shares 16,876 $1.57M 0.04% +1,494 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 10,620 shares; 2025Q1: 37,762 shares; 2025Q2: 38,137 shares; 2025Q3: 39,987 shares; 2025Q4: 39,938 shares 39,938 $1.57M 0.04% -49 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,719 shares 39,719 $1.57M 0.04% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,815 shares; 2025Q4: 35,156 shares 35,156 $1.56M 0.04% +30,341 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,389 shares; 2025Q1: 1,138 shares; 2025Q2: 19,507 shares; 2025Q3: 17,817 shares; 2025Q4: 18,896 shares 18,896 $1.55M 0.04% +1,079 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,370 shares; 2025Q1: 2,317 shares; 2025Q2: 2,100 shares; 2025Q3: 4,059 shares; 2025Q4: 4,818 shares 4,818 $1.55M 0.04% +759 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 13,238 shares; 2025Q1: 13,973 shares; 2025Q2: 14,327 shares; 2025Q3: 14,939 shares; 2025Q4: 14,872 shares 14,872 $1.55M 0.04% -67 Timeline FSTA 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: 35,539 shares; 2024Q4: 32,702 shares; 2025Q1: 33,998 shares; 2025Q2: 34,705 shares; 2025Q3: 33,203 shares; 2025Q4: 31,549 shares 31,549 $1.54M 0.04% -1,654 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 1,568 shares; 2025Q1: 1,765 shares; 2025Q2: 1,739 shares; 2025Q3: 4,385 shares; 2025Q4: 6,103 shares 6,103 $1.54M 0.04% +1,718 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,687 shares; 2024Q4: 49,504 shares; 2025Q1: 50,978 shares; 2025Q2: 44,028 shares; 2025Q3: 42,180 shares; 2025Q4: 41,888 shares 41,888 $1.52M 0.04% -292 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 1,992 shares; 2025Q1: 2,647 shares; 2025Q2: 3,118 shares; 2025Q3: 3,069 shares; 2025Q4: 6,924 shares 6,924 $1.52M 0.04% +3,855 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,552 shares; 2024Q4: 142,699 shares; 2025Q1: 144,025 shares; 2025Q2: 85,858 shares; 2025Q3: 84,155 shares; 2025Q4: 85,960 shares 85,960 $1.52M 0.04% +1,805 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: 20,000 shares; 2025Q2: 20,281 shares; 2025Q3: 41,432 shares; 2025Q4: 52,391 shares 52,391 $1.51M 0.04% +10,959 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,052 shares; 2025Q1: 16,799 shares; 2025Q2: 2,080 shares; 2025Q3: 1,746 shares; 2025Q4: 6,667 shares 6,667 $1.51M 0.04% +4,921 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: 725 shares; 2024Q4: 772 shares; 2025Q1: 812 shares; 2025Q2: 846 shares; 2025Q3: 1,649 shares; 2025Q4: 1,355 shares 1,355 $1.5M 0.04% -294 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,585 shares; 2024Q4: 29,747 shares; 2025Q1: 28,908 shares; 2025Q2: 28,908 shares; 2025Q3: 30,645 shares; 2025Q4: 31,322 shares 31,322 $1.5M 0.04% +677 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,360 shares; 2024Q4: 19,916 shares; 2025Q1: 18,806 shares; 2025Q2: 17,118 shares; 2025Q3: 16,478 shares; 2025Q4: 15,968 shares 15,968 $1.49M 0.04% -510 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,865 shares; 2025Q4: 5,828 shares 5,828 $1.49M 0.04% -37 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,816 shares; 2025Q1: 23,411 shares; 2025Q2: 26,124 shares; 2025Q3: 26,240 shares; 2025Q4: 29,415 shares 29,415 $1.49M 0.04% +3,175 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,289 shares; 2025Q1: 3,289 shares; 2025Q2: 3,328 shares; 2025Q3: 7,707 shares; 2025Q4: 6,640 shares 6,640 $1.48M 0.04% -1,067 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,147 shares; 2025Q2: 8,394 shares; 2025Q3: 6,879 shares; 2025Q4: 10,239 shares 10,239 $1.47M 0.04% +3,360 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,661 shares; 2024Q4: 97,586 shares; 2025Q1: 99,633 shares; 2025Q2: 128,117 shares; 2025Q3: 133,485 shares; 2025Q4: 134,905 shares 134,905 $1.47M 0.04% +1,420 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,076 shares; 2024Q4: 20,257 shares; 2025Q1: 23,668 shares; 2025Q2: 30,484 shares; 2025Q3: 30,975 shares; 2025Q4: 38,219 shares 38,219 $1.47M 0.04% +7,244 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: 42,929 shares; 2024Q4: 43,402 shares; 2025Q1: 45,036 shares; 2025Q2: 60,653 shares; 2025Q3: 62,650 shares; 2025Q4: 56,807 shares 56,807 $1.46M 0.04% -5,843 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,078 shares; 2025Q3: not reported; 2025Q4: 6,568 shares 6,568 $1.46M 0.04% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,660 shares; 2024Q4: 30,225 shares; 2025Q1: 31,960 shares; 2025Q2: 29,102 shares; 2025Q3: 29,993 shares; 2025Q4: 29,423 shares 29,423 $1.46M 0.04% -570 Timeline QCOC 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: not reported; 2025Q3: not reported; 2025Q4: 64,834 shares 64,834 $1.46M 0.04% new Timeline GNOV 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: not reported; 2025Q3: not reported; 2025Q4: 36,624 shares 36,624 $1.45M 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,702 shares; 2024Q4: 68,070 shares; 2025Q1: 65,647 shares; 2025Q2: 59,888 shares; 2025Q3: 53,710 shares; 2025Q4: 52,827 shares 52,827 $1.45M 0.04% -883 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,693 shares; 2024Q4: 10,191 shares; 2025Q1: 9,593 shares; 2025Q2: 8,004 shares; 2025Q3: 8,209 shares; 2025Q4: 4,973 shares 4,973 $1.44M 0.04% -3,236 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: 14,763 shares; 2024Q4: 15,660 shares; 2025Q1: 18,681 shares; 2025Q2: 23,663 shares; 2025Q3: 28,755 shares; 2025Q4: 35,727 shares 35,727 $1.44M 0.04% +6,972 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: 7,535 shares; 2024Q4: 7,541 shares; 2025Q1: 14,076 shares; 2025Q2: 18,850 shares; 2025Q3: 22,001 shares; 2025Q4: 26,100 shares 26,100 $1.43M 0.04% +4,099 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: 9,699 shares; 2025Q4: 12,312 shares 12,312 $1.43M 0.04% +2,613 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: 2,441 shares; 2024Q4: 2,150 shares; 2025Q1: 6,649 shares; 2025Q2: 3,889 shares; 2025Q3: 4,180 shares; 2025Q4: 11,639 shares 11,639 $1.42M 0.04% +7,459 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: 21,468 shares; 2024Q4: 44,597 shares; 2025Q1: 50,752 shares; 2025Q2: 58,130 shares; 2025Q3: 59,692 shares; 2025Q4: 58,644 shares 58,644 $1.41M 0.04% -1,048 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,485 shares; 2024Q4: 40,260 shares; 2025Q1: 49,864 shares; 2025Q2: 48,947 shares; 2025Q3: 28,692 shares; 2025Q4: 46,465 shares 46,465 $1.41M 0.04% +17,773 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,437 shares; 2025Q4: 37,172 shares 37,172 $1.4M 0.04% -8,265 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,902 shares; 2025Q1: 3,993 shares; 2025Q2: 3,882 shares; 2025Q3: 3,651 shares; 2025Q4: 3,602 shares 3,602 $1.4M 0.04% -49 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,713 shares; 2025Q1: 6,737 shares; 2025Q2: 6,439 shares; 2025Q3: 8,932 shares; 2025Q4: 10,823 shares 10,823 $1.4M 0.04% +1,891 Timeline FMAG 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: 15,601 shares; 2024Q4: 19,075 shares; 2025Q1: 25,449 shares; 2025Q2: 31,728 shares; 2025Q3: 38,503 shares; 2025Q4: 40,846 shares 40,846 $1.39M 0.04% +2,343 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,764 shares; 2024Q4: 20,925 shares; 2025Q1: 22,252 shares; 2025Q2: 21,349 shares; 2025Q3: 18,696 shares; 2025Q4: 20,040 shares 20,040 $1.39M 0.04% +1,344 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 19,191 shares; 2025Q1: 19,976 shares; 2025Q2: 19,252 shares; 2025Q3: 12,119 shares; 2025Q4: 11,558 shares 11,558 $1.39M 0.04% -561 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: 10,259 shares; 2024Q4: 11,486 shares; 2025Q1: 11,488 shares; 2025Q2: 12,726 shares; 2025Q3: 8,335 shares; 2025Q4: 8,500 shares 8,500 $1.38M 0.04% +165 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,126 shares; 2025Q1: 5,167 shares; 2025Q2: 5,141 shares; 2025Q3: 4,662 shares; 2025Q4: 4,389 shares 4,389 $1.38M 0.04% -273 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,293 shares; 2024Q4: 35,848 shares; 2025Q1: 32,774 shares; 2025Q2: 29,601 shares; 2025Q3: 28,454 shares; 2025Q4: 28,344 shares 28,344 $1.38M 0.04% -110 Timeline COLO 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: 20,940 shares; 2025Q2: 25,390 shares; 2025Q3: 28,233 shares; 2025Q4: 36,794 shares 36,794 $1.38M 0.04% +8,561 Timeline FPX 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: 4,738 shares; 2025Q3: 9,225 shares; 2025Q4: 8,468 shares 8,468 $1.38M 0.04% -757 Timeline IYF 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: 8,858 shares; 2024Q4: 8,593 shares; 2025Q1: 10,248 shares; 2025Q2: 10,415 shares; 2025Q3: 10,585 shares; 2025Q4: 10,615 shares 10,615 $1.37M 0.04% +30 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,015 shares; 2025Q1: 4,532 shares; 2025Q2: 4,571 shares; 2025Q3: 11,045 shares; 2025Q4: 9,771 shares 9,771 $1.37M 0.04% -1,274 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: not reported; 2025Q1: 14,059 shares; 2025Q2: 22,670 shares; 2025Q3: 12,849 shares; 2025Q4: 15,655 shares 15,655 $1.36M 0.04% +2,806 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,039 shares; 2024Q4: 13,312 shares; 2025Q1: 14,731 shares; 2025Q2: 14,541 shares; 2025Q3: 13,681 shares; 2025Q4: 13,723 shares 13,723 $1.36M 0.04% +42 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,178 shares; 2024Q4: 238,372 shares; 2025Q1: 251,356 shares; 2025Q2: 120,619 shares; 2025Q3: 58,677 shares; 2025Q4: 54,146 shares 54,146 $1.36M 0.04% -4,531 Timeline ILDR 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: not reported; 2025Q3: 41,165 shares; 2025Q4: 41,240 shares 41,240 $1.36M 0.04% +75 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,527 shares; 2024Q4: 28,413 shares; 2025Q1: 28,687 shares; 2025Q2: 28,890 shares; 2025Q3: 31,960 shares; 2025Q4: 36,948 shares 36,948 $1.35M 0.04% +4,988 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,084 shares; 2024Q4: 12,309 shares; 2025Q1: 12,754 shares; 2025Q2: 13,159 shares; 2025Q3: 13,110 shares; 2025Q4: 13,405 shares 13,405 $1.35M 0.04% +295 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,091 shares; 2024Q4: 47,087 shares; 2025Q1: 58,088 shares; 2025Q2: 64,421 shares; 2025Q3: 69,140 shares; 2025Q4: 68,447 shares 68,447 $1.35M 0.04% -693 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,274 shares 53,274 $1.35M 0.04% new Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 21,525 shares; 2025Q1: 22,602 shares; 2025Q2: 23,524 shares; 2025Q3: 22,131 shares; 2025Q4: 22,130 shares 22,130 $1.35M 0.04% -1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 5,155 shares; 2025Q1: 7,622 shares; 2025Q2: 4,605 shares; 2025Q3: 4,478 shares; 2025Q4: 3,461 shares 3,461 $1.35M 0.04% -1,017 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 26,679 shares; 2025Q1: 23,442 shares; 2025Q2: 24,022 shares; 2025Q3: 16,226 shares; 2025Q4: 13,158 shares 13,158 $1.34M 0.04% -3,068 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 26,281 shares; 2025Q1: 29,829 shares; 2025Q2: 35,740 shares; 2025Q3: 44,317 shares; 2025Q4: 56,822 shares 56,822 $1.34M 0.04% +12,505 Timeline IGLD 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: 47,719 shares; 2025Q4: 53,472 shares 53,472 $1.34M 0.04% +5,753 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,470 shares; 2024Q4: 9,877 shares; 2025Q1: 9,744 shares; 2025Q2: 9,749 shares; 2025Q3: 9,868 shares; 2025Q4: 9,570 shares 9,570 $1.33M 0.04% -298 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 19,952 shares; 2025Q1: 19,733 shares; 2025Q2: 21,487 shares; 2025Q3: 25,970 shares; 2025Q4: 17,015 shares 17,015 $1.32M 0.04% -8,955 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,363 shares 45,363 $1.32M 0.04% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,463 shares; 2024Q4: 19,012 shares; 2025Q1: 13,895 shares; 2025Q2: 10,869 shares; 2025Q3: 10,050 shares; 2025Q4: 9,685 shares 9,685 $1.32M 0.04% -365 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,495 shares; 2025Q4: 18,976 shares 18,976 $1.31M 0.04% +15,481 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: 11,121 shares; 2024Q4: 13,775 shares; 2025Q1: 15,985 shares; 2025Q2: 15,255 shares; 2025Q3: 16,577 shares; 2025Q4: 18,202 shares 18,202 $1.31M 0.04% +1,625 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,055 shares; 2024Q4: 25,603 shares; 2025Q1: 25,988 shares; 2025Q2: 27,487 shares; 2025Q3: 24,522 shares; 2025Q4: 22,704 shares 22,704 $1.31M 0.04% -1,818 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: 11,516 shares; 2024Q4: 11,551 shares; 2025Q1: 12,052 shares; 2025Q2: 12,111 shares; 2025Q3: 11,792 shares; 2025Q4: 12,338 shares 12,338 $1.3M 0.04% +546 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: 6,323 shares; 2024Q4: 16,121 shares; 2025Q1: 17,853 shares; 2025Q2: 18,226 shares; 2025Q3: 22,071 shares; 2025Q4: 25,864 shares 25,864 $1.3M 0.04% +3,793 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 13,504 shares; 2025Q1: 10,222 shares; 2025Q2: 18,300 shares; 2025Q3: 19,807 shares; 2025Q4: 22,782 shares 22,782 $1.3M 0.04% +2,975 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: 4,646 shares; 2024Q4: 1,053 shares; 2025Q1: 1,017 shares; 2025Q2: 1,019 shares; 2025Q3: 2,923 shares; 2025Q4: 1,478 shares 1,478 $1.3M 0.04% -1,445 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: 30,994 shares; 2024Q4: 29,420 shares; 2025Q1: 16,151 shares; 2025Q2: 11,228 shares; 2025Q3: 33,123 shares; 2025Q4: 29,999 shares 29,999 $1.3M 0.04% -3,124 Timeline ITT ITT INC More: the full row for ITT 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: 9,831 shares; 2025Q4: 7,443 shares 7,443 $1.29M 0.04% -2,388 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: 13,226 shares; 2024Q4: 12,649 shares; 2025Q1: 12,274 shares; 2025Q2: 10,679 shares; 2025Q3: 9,659 shares; 2025Q4: 9,958 shares 9,958 $1.29M 0.04% +299 Timeline HAWX 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: 29,566 shares; 2025Q3: 29,526 shares; 2025Q4: 32,531 shares 32,531 $1.28M 0.04% +3,005 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: 4,888 shares; 2024Q4: 4,777 shares; 2025Q1: 3,161 shares; 2025Q2: 3,228 shares; 2025Q3: 6,576 shares; 2025Q4: 6,158 shares 6,158 $1.28M 0.04% -418 Timeline KOCT 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: 17,131 shares; 2025Q1: 13,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,793 shares 37,793 $1.27M 0.04% new 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: 16,158 shares; 2025Q1: 31,191 shares; 2025Q2: 29,617 shares; 2025Q3: 47,218 shares; 2025Q4: 36,085 shares 36,085 $1.27M 0.04% -11,133 Timeline FPEI 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: 74,546 shares; 2024Q4: 76,889 shares; 2025Q1: 73,248 shares; 2025Q2: 65,744 shares; 2025Q3: 65,628 shares; 2025Q4: 65,090 shares 65,090 $1.26M 0.03% -538 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 10,540 shares; 2025Q1: 9,219 shares; 2025Q2: 24,231 shares; 2025Q3: 22,246 shares; 2025Q4: 58,545 shares 58,545 $1.26M 0.03% +36,299 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,334 shares; 2024Q4: 16,326 shares; 2025Q1: 10,587 shares; 2025Q2: 9,868 shares; 2025Q3: 9,599 shares; 2025Q4: 9,670 shares 9,670 $1.26M 0.03% +71 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,478 shares; 2024Q4: 32,213 shares; 2025Q1: 30,840 shares; 2025Q2: 25,576 shares; 2025Q3: 21,744 shares; 2025Q4: 21,317 shares 21,317 $1.26M 0.03% -427 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 5,300 shares; 2025Q1: 7,646 shares; 2025Q2: 8,667 shares; 2025Q3: 12,093 shares; 2025Q4: 12,351 shares 12,351 $1.25M 0.03% +258 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,769 shares; 2024Q4: 125,045 shares; 2025Q1: 137,119 shares; 2025Q2: 118,432 shares; 2025Q3: 116,794 shares; 2025Q4: 116,970 shares 116,970 $1.25M 0.03% +176 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM 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: 31,870 shares 31,870 $1.25M 0.03% new Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 14,063 shares; 2025Q1: 17,305 shares; 2025Q2: 17,400 shares; 2025Q3: 11,038 shares; 2025Q4: 11,585 shares 11,585 $1.25M 0.03% +547 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: 6,920 shares; 2024Q4: 15,957 shares; 2025Q1: 27,635 shares; 2025Q2: 18,556 shares; 2025Q3: 19,585 shares; 2025Q4: 18,582 shares 18,582 $1.23M 0.03% -1,003 Timeline FVAL 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: 20,438 shares; 2024Q4: 19,494 shares; 2025Q1: 23,943 shares; 2025Q2: 23,822 shares; 2025Q3: 20,853 shares; 2025Q4: 16,996 shares 16,996 $1.23M 0.03% -3,857 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,531 shares; 2025Q2: 3,622 shares; 2025Q3: 7,812 shares; 2025Q4: 3,821 shares 3,821 $1.22M 0.03% -3,991 Timeline JANW 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: 255,319 shares; 2024Q4: 34,078 shares; 2025Q1: 32,920 shares; 2025Q2: 32,585 shares; 2025Q3: 32,113 shares; 2025Q4: 32,857 shares 32,857 $1.22M 0.03% +744 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,484 shares; 2024Q4: 16,638 shares; 2025Q1: 16,715 shares; 2025Q2: 16,053 shares; 2025Q3: 15,937 shares; 2025Q4: 18,668 shares 18,668 $1.21M 0.03% +2,731 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: 5,728 shares; 2024Q4: 6,041 shares; 2025Q1: 5,980 shares; 2025Q2: 5,753 shares; 2025Q3: 4,634 shares; 2025Q4: 4,717 shares 4,717 $1.21M 0.03% +83 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 9,358 shares; 2025Q1: 10,236 shares; 2025Q2: 10,392 shares; 2025Q3: 10,287 shares; 2025Q4: 10,390 shares 10,390 $1.21M 0.03% +103 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: 11,837 shares; 2025Q2: not reported; 2025Q3: 25,460 shares; 2025Q4: 58,097 shares 58,097 $1.21M 0.03% +32,637 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: 13,095 shares; 2024Q4: 13,308 shares; 2025Q1: 12,935 shares; 2025Q2: 12,725 shares; 2025Q3: 14,943 shares; 2025Q4: 16,313 shares 16,313 $1.2M 0.03% +1,370 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 11,231 shares; 2025Q1: 9,446 shares; 2025Q2: 16,121 shares; 2025Q3: 32,861 shares; 2025Q4: 29,708 shares 29,708 $1.19M 0.03% -3,153 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 7,478 shares; 2025Q1: 6,605 shares; 2025Q2: 7,113 shares; 2025Q3: 17,389 shares; 2025Q4: 12,487 shares 12,487 $1.19M 0.03% -4,902 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: 26,818 shares; 2024Q4: 50,356 shares; 2025Q1: 21,806 shares; 2025Q2: 22,042 shares; 2025Q3: 21,211 shares; 2025Q4: 20,954 shares 20,954 $1.19M 0.03% -257 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,951 shares 47,951 $1.19M 0.03% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,664 shares; 2024Q4: 20,088 shares; 2025Q1: 20,518 shares; 2025Q2: 24,221 shares; 2025Q3: 22,235 shares; 2025Q4: 23,130 shares 23,130 $1.18M 0.03% +895 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,743 shares; 2024Q4: 18,157 shares; 2025Q1: 17,153 shares; 2025Q2: 13,881 shares; 2025Q3: 13,604 shares; 2025Q4: 14,384 shares 14,384 $1.17M 0.03% +780 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 70,717 shares 70,717 $1.16M 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 5,183 shares; 2025Q1: 5,210 shares; 2025Q2: 5,057 shares; 2025Q3: 4,752 shares; 2025Q4: 4,696 shares 4,696 $1.16M 0.03% -56 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: 4,498 shares; 2024Q4: 5,717 shares; 2025Q1: 6,719 shares; 2025Q2: 6,737 shares; 2025Q3: 7,483 shares; 2025Q4: 7,419 shares 7,419 $1.16M 0.03% -64 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: 39,323 shares; 2024Q4: 39,096 shares; 2025Q1: 36,857 shares; 2025Q2: 51,600 shares; 2025Q3: 33,942 shares; 2025Q4: 24,862 shares 24,862 $1.15M 0.03% -9,080 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,045 shares; 2024Q4: 34,286 shares; 2025Q1: 36,668 shares; 2025Q2: 32,655 shares; 2025Q3: 33,820 shares; 2025Q4: 35,645 shares 35,645 $1.14M 0.03% +1,825 Timeline BAPR 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: 30,335 shares; 2024Q4: 28,983 shares; 2025Q1: 26,433 shares; 2025Q2: 23,863 shares; 2025Q3: 23,732 shares; 2025Q4: 23,687 shares 23,687 $1.14M 0.03% -45 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 4,628 shares; 2025Q1: 4,285 shares; 2025Q2: 4,013 shares; 2025Q3: 3,734 shares; 2025Q4: 3,623 shares 3,623 $1.13M 0.03% -111 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 78,960 shares; 2025Q4: 76,592 shares 76,592 $1.13M 0.03% -2,368 Timeline QCJA 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: 56,131 shares; 2025Q2: 54,801 shares; 2025Q3: 52,605 shares; 2025Q4: 51,154 shares 51,154 $1.13M 0.03% -1,451 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 22,125 shares; 2025Q1: 27,601 shares; 2025Q2: 26,803 shares; 2025Q3: 27,532 shares; 2025Q4: 27,559 shares 27,559 $1.13M 0.03% +27 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,176 shares; 2024Q4: 13,221 shares; 2025Q1: 11,948 shares; 2025Q2: 11,975 shares; 2025Q3: 11,854 shares; 2025Q4: 11,806 shares 11,806 $1.12M 0.03% -48 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,650 shares; 2024Q4: 38,451 shares; 2025Q1: 41,451 shares; 2025Q2: 41,097 shares; 2025Q3: not reported; 2025Q4: 46,324 shares 46,324 $1.12M 0.03% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,705 shares; 2024Q4: 47,603 shares; 2025Q1: 46,811 shares; 2025Q2: 49,791 shares; 2025Q3: 52,415 shares; 2025Q4: 59,352 shares 59,352 $1.12M 0.03% +6,937 Timeline BBHY 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: 8,508 shares; 2024Q4: 12,689 shares; 2025Q1: 17,134 shares; 2025Q2: 18,450 shares; 2025Q3: 22,372 shares; 2025Q4: 23,910 shares 23,910 $1.11M 0.03% +1,538 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,048 shares; 2025Q1: 2,080 shares; 2025Q2: 2,390 shares; 2025Q3: 2,023 shares; 2025Q4: 2,482 shares 2,482 $1.11M 0.03% +459 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: 127,419 shares; 2024Q4: 146,663 shares; 2025Q1: 143,965 shares; 2025Q2: 75,075 shares; 2025Q3: 71,418 shares; 2025Q4: 57,606 shares 57,606 $1.11M 0.03% -13,812 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,844 shares; 2025Q3: 15,826 shares; 2025Q4: 16,946 shares 16,946 $1.1M 0.03% +1,120 Timeline